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2021-11-16

BMW

BMW fourth quarter off to good start, sees double-digit 2021 margins - CFO<blockquote>宝马第四季度开局良好，预计 2021 年利润率将达到两位数 - 首席财务官</blockquote>

2021-10-14

Snap...

Plug Power's stock pulls back to snap long win streak after unveiling highlights of annual Symposium<blockquote>在公布年度研讨会亮点后，Plug Power 的股价回落至snap长期连胜</blockquote>

2021-10-11

Fly!!!

Singapore Airlines shares rose more than 8% in morning trading<blockquote>新加坡航空股价早盘上涨逾8%</blockquote>

2021-11-17

Go Singapore!

Rebound Predicted For Singapore Stock Market<blockquote>新加坡股市预计反弹</blockquote>

2021-09-07

👍🏼

Strategists Say the Stock Market Could Struggle This Fall. What to Buy Now?<blockquote>策略师表示，今年秋天股市可能会陷入困境。现在买什么？</blockquote>

2021-10-21

👍🏼

Tesla’s earnings show is more cautious — and yes, boring — without Elon around<blockquote>特斯拉的财报在没有埃隆的情况下更加谨慎--是的，也更加无聊</blockquote>

2021-08-05

👍🏼

抱歉，原内容已删除

2021-05-31

Good luck!

抱歉，原内容已删除

2022-02-05

👍🏼

抱歉，原内容已删除

2021-05-28

Ouch…

抱歉，原内容已删除

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up up","listText":"Up up up","text":"Up up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633400344","repostId":"1186876974","repostType":4,"repost":{"id":"1186876974","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":1644245081,"share":"https://www.laohunote.com/m/news/1186876974?lang=zh_CN&edition=full","pubTime":"2022-02-07 22:44","market":"us","language":"en","title":"EV Stocks Rose in Morning Trading<blockquote>电动汽车股票早盘上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1186876974","media":"Tiger Newspress","summary":"EV stocks rose in morning trading, with Tesla, Rivian, NIO, Xpeng, Fisker and Arrival rising from 2 ","content":"<p><html><head></head><body>EV stocks rose in morning trading, with Tesla, Rivian, NIO, Xpeng, Fisker and Arrival rising from 2 to 4%.<img src=\"https://static.tigerbbs.com/7a9d27c437985a03bc85e29abf014cd3\" tg-width=\"382\" tg-height=\"517\" referrerpolicy=\"no-referrer\"/></p><p><blockquote><html><head></head><body>电动汽车股早盘上涨，特斯拉、Rivian、蔚来、小鹏汽车、菲斯克和Arrival股价上涨2%至4%。</body></html></blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV Stocks Rose in Morning Trading<blockquote>电动汽车股票早盘上涨</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\">\nEV Stocks Rose in Morning Trading<blockquote>电动汽车股票早盘上涨</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\">2022-02-07 22:44</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>EV stocks rose in morning trading, with Tesla, Rivian, NIO, Xpeng, Fisker and Arrival rising from 2 to 4%.<img src=\"https://static.tigerbbs.com/7a9d27c437985a03bc85e29abf014cd3\" tg-width=\"382\" tg-height=\"517\" referrerpolicy=\"no-referrer\"/></p><p><blockquote><html><head></head><body>电动汽车股早盘上涨，特斯拉、Rivian、蔚来、小鹏汽车、菲斯克和Arrival股价上涨2%至4%。</body></html></blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIVN":"Rivian Automotive, Inc.","TSLA":"特斯拉","NIO":"蔚来"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186876974","content_text":"EV stocks rose in morning trading, with Tesla, Rivian, NIO, Xpeng, Fisker and Arrival rising from 2 to 4%.","news_type":1,"symbols_score_info":{"RIVN":0.9,"NIO":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":3114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633620216,"gmtCreate":1644021855538,"gmtModify":1644021856166,"author":{"id":"3582010679449465","authorId":"3582010679449465","name":"ym80","avatar":"https://static.tigerbbs.com/f75a7eda8cb8b79563386243750d3227","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582010679449465","authorIdStr":"3582010679449465"},"themes":[],"title":"","htmlText":"👍🏼","listText":"👍🏼","text":"👍🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/633620216","repostId":"2209498003","repostType":4,"isVote":1,"tweetType":1,"viewCount":3338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609169648,"gmtCreate":1638252813297,"gmtModify":1638252813408,"author":{"id":"3582010679449465","authorId":"3582010679449465","name":"ym80","avatar":"https://static.tigerbbs.com/f75a7eda8cb8b79563386243750d3227","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582010679449465","authorIdStr":"3582010679449465"},"themes":[],"title":"","htmlText":"👍🏼","listText":"👍🏼","text":"👍🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/609169648","repostId":"2187305219","repostType":2,"isVote":1,"tweetType":1,"viewCount":3521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871706140,"gmtCreate":1637109883138,"gmtModify":1637109883402,"author":{"id":"3582010679449465","authorId":"3582010679449465","name":"ym80","avatar":"https://static.tigerbbs.com/f75a7eda8cb8b79563386243750d3227","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582010679449465","authorIdStr":"3582010679449465"},"themes":[],"title":"","htmlText":"Go Singapore!","listText":"Go Singapore!","text":"Go Singapore!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/871706140","repostId":"1126829465","repostType":4,"repost":{"id":"1126829465","kind":"news","pubTimestamp":1637108959,"share":"https://www.laohunote.com/m/news/1126829465?lang=zh_CN&edition=full","pubTime":"2021-11-17 08:29","market":"sg","language":"en","title":"Rebound Predicted For Singapore Stock Market<blockquote>新加坡股市预计反弹</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1126829465","media":"Nasdaq","summary":"(RTTNews) - The Singapore stock market has alternated between positive and negative finishes through","content":"<p>(RTTNews) - The Singapore stock market has alternated between positive and negative finishes through the last four trading days since the end of the two-day slide in which it had stumbled more than 30 points or 1 percent. The Straits Times Index now sits just beneath the 3,240-point plateau although it's likely to tick higher again on Wednesday.</p><p><blockquote>（RTTNews）-自两天下滑结束以来，新加坡股市在过去四个交易日中交替出现积极和消极的收盘，在两天的下滑中，它跌幅超过30点或1%。海峡时报指数目前略低于 3,240 点的平台位，但周三可能会再次走高。</blockquote></p><p> The global forecast for the Asian markets is upbeat on solid economic data and support from the technology stocks. The European markets were mixed and the U.S. bourses were up and the Asian markets figure to split the difference.</p><p><blockquote>亚洲市场的全球预测对稳健的经济数据和科技股的支持持乐观态度。欧洲市场涨跌互现，美国股市上涨，亚洲市场平分秋色。</blockquote></p><p> The STI finished barely lower on Tuesday following mixed performances from the financial shares and industrial issues.</p><p><blockquote>由于金融股和工业股表现好坏参半，STI 周二收盘勉强走低。</blockquote></p><p> For the day, the index dipped 1.78 points or 0.05 percent to finish at 3,238.80 after trading between 3,230.96 and 3,246.25. Volume was 1.58 billion shares worth 1.17 billion Singapore dollars. There were 261 gainers and 200 decliners.</p><p><blockquote>当天，该指数下跌 1.78 点或 05%，收于 3,238.80，交易价格在 3,230.96 至 3,246.25 之间。成交量为15.8亿股，价值11.7亿新加坡元。有261只上涨，200只下跌。</blockquote></p><p> Among the actives, Ascendas REIT sank 0.65 percent, while City Developments gained 0.28 percent, Comfort DelGro advanced 0.67 percent, Dairy Farm International skidded 0.89 percent, DBS Group shed 0.47 percent, Genting Singapore jumped 1.21 percent, Mapletree Logistics Trust climbed 1.02 percent, Oversea-Chinese Banking Corporation collected 0.08 percent, SATS and SembCorp Industries both added 0.49 percent, Singapore Airlines was up 0.19 percent, Singapore Exchange dropped 0.53 percent, Singapore Press Holdings spiked 1.72 percent, Singapore Technologies Engineering rose 0.26 percent, SingTel and Yangzijiang Shipbuilding both tumbled 1.55 percent, Thai Beverage soared 1.38 percent, United Overseas Bank eased 0.14 percent, Wilmar International lost 0.23 percent and Keppel Corp, Mapletree Commercial Trust, CapitaLand Integrated Commercial Trust and UOL Group were unchanged.</p><p><blockquote>资产中，Ascendas REIT 下跌 0.65%，City Developments 上涨 0.28%，Comfort DelGro 上涨 0.67%，Dairy Farm International 下跌 0.89%，星展集团下跌 0.47%，云顶新加坡上涨 1.21%，丰树物流信托上涨 1.02%，华侨银行上涨 0.08%，SATS 和胜科实业均上涨 0.49%，新加坡航空上涨 0.19%，新加坡交易所下跌 0.53%，新加坡报业控股飙升 1.72%，新加坡科技工程上涨 0.26%，新加坡电信和扬子江造船均下跌 1.55%，泰国饮料飙升 1.38%，大华银行下跌 0.14%，丰益国际下跌 0.23%，吉宝集团、丰树商业信托、凯德集团</blockquote></p><p> The lead from Wall Street is positive as the major averages opened higher on Tuesday and remained in the green throughout the session.</p><p><blockquote>华尔街的领先优势是积极的，因为主要股指周二开盘走高，并在整个交易时段保持绿色。</blockquote></p><p> The Dow added 54.77 points or 0.15 percent to finish at 36,142.22, while the NASDAQ jumped 120.01 points or 0.76 percent to close at 15,973.86 and the S&amp;P 500 rose 18.10 points or 0.39 percent to end at 4,700.90.</p><p><blockquote>道琼斯指数上涨54.77点或0.15%，收于36,142.22点，纳斯达克指数上涨120.01点或0.76%，收于15,973.86点，标普500指数上涨18.10点或0.39%，收于4,700.90点。</blockquote></p><p> The strength on Wall Street reflected a positive reaction to some upbeat U.S. economic data, including a Commerce Department report showing retail sales spiked more than expected in October.</p><p><blockquote>华尔街的走强反映了对一些乐观的美国经济数据的积极反应，包括商务部的一份报告显示10月份零售额飙升超过预期。</blockquote></p><p> The Federal Reserve also released a report showing industrial production rebounded by much more than expected in October.</p><p><blockquote>美联储也发布报告显示，10月份工业生产反弹幅度远超预期。</blockquote></p><p> Crude oil futures settled lower on Tuesday, weighed down by a forecast by the International Energy Agency that global crude output will rise and help ease tight supplies. West Texas Intermediate Crude oil futures for December ended lower by $0.12 or 0.2 percent at $80.76 a barrel.</p><p><blockquote>受国际能源署预测全球原油产量将上升并有助于缓解供应紧张的拖累，原油期货周二收低。12月西德克萨斯中质原油期货收盘下跌0.12美元，或0.2%，至每桶80.76美元。</blockquote></p><p> Closer to home, Singapore will release October figures for non-oil domestic exports later this morning, with forecasts suggesting an increase of 0.4 percent on month and 15.0 percent on year following the 1.2 percent monthly increase and the 12.3 percent annual gain.</p><p><blockquote>言归正传，新加坡将于今天上午晚些时候公布10月份非石油国内出口数据，预计环比增长0.4%，同比增长15.0%，此前月度增长1.2%，年增长率为12.3%。</blockquote></p><p></p>","source":"lsy1603171495471","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>Rebound Predicted For Singapore Stock Market<blockquote>新加坡股市预计反弹</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRebound Predicted For Singapore Stock Market<blockquote>新加坡股市预计反弹</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Nasdaq</strong><span class=\"h-time small\">2021-11-17 08:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(RTTNews) - The Singapore stock market has alternated between positive and negative finishes through the last four trading days since the end of the two-day slide in which it had stumbled more than 30 points or 1 percent. The Straits Times Index now sits just beneath the 3,240-point plateau although it's likely to tick higher again on Wednesday.</p><p><blockquote>（RTTNews）-自两天下滑结束以来，新加坡股市在过去四个交易日中交替出现积极和消极的收盘，在两天的下滑中，它跌幅超过30点或1%。海峡时报指数目前略低于 3,240 点的平台位，但周三可能会再次走高。</blockquote></p><p> The global forecast for the Asian markets is upbeat on solid economic data and support from the technology stocks. The European markets were mixed and the U.S. bourses were up and the Asian markets figure to split the difference.</p><p><blockquote>亚洲市场的全球预测对稳健的经济数据和科技股的支持持乐观态度。欧洲市场涨跌互现，美国股市上涨，亚洲市场平分秋色。</blockquote></p><p> The STI finished barely lower on Tuesday following mixed performances from the financial shares and industrial issues.</p><p><blockquote>由于金融股和工业股表现好坏参半，STI 周二收盘勉强走低。</blockquote></p><p> For the day, the index dipped 1.78 points or 0.05 percent to finish at 3,238.80 after trading between 3,230.96 and 3,246.25. Volume was 1.58 billion shares worth 1.17 billion Singapore dollars. There were 261 gainers and 200 decliners.</p><p><blockquote>当天，该指数下跌 1.78 点或 05%，收于 3,238.80，交易价格在 3,230.96 至 3,246.25 之间。成交量为15.8亿股，价值11.7亿新加坡元。有261只上涨，200只下跌。</blockquote></p><p> Among the actives, Ascendas REIT sank 0.65 percent, while City Developments gained 0.28 percent, Comfort DelGro advanced 0.67 percent, Dairy Farm International skidded 0.89 percent, DBS Group shed 0.47 percent, Genting Singapore jumped 1.21 percent, Mapletree Logistics Trust climbed 1.02 percent, Oversea-Chinese Banking Corporation collected 0.08 percent, SATS and SembCorp Industries both added 0.49 percent, Singapore Airlines was up 0.19 percent, Singapore Exchange dropped 0.53 percent, Singapore Press Holdings spiked 1.72 percent, Singapore Technologies Engineering rose 0.26 percent, SingTel and Yangzijiang Shipbuilding both tumbled 1.55 percent, Thai Beverage soared 1.38 percent, United Overseas Bank eased 0.14 percent, Wilmar International lost 0.23 percent and Keppel Corp, Mapletree Commercial Trust, CapitaLand Integrated Commercial Trust and UOL Group were unchanged.</p><p><blockquote>资产中，Ascendas REIT 下跌 0.65%，City Developments 上涨 0.28%，Comfort DelGro 上涨 0.67%，Dairy Farm International 下跌 0.89%，星展集团下跌 0.47%，云顶新加坡上涨 1.21%，丰树物流信托上涨 1.02%，华侨银行上涨 0.08%，SATS 和胜科实业均上涨 0.49%，新加坡航空上涨 0.19%，新加坡交易所下跌 0.53%，新加坡报业控股飙升 1.72%，新加坡科技工程上涨 0.26%，新加坡电信和扬子江造船均下跌 1.55%，泰国饮料飙升 1.38%，大华银行下跌 0.14%，丰益国际下跌 0.23%，吉宝集团、丰树商业信托、凯德集团</blockquote></p><p> The lead from Wall Street is positive as the major averages opened higher on Tuesday and remained in the green throughout the session.</p><p><blockquote>华尔街的领先优势是积极的，因为主要股指周二开盘走高，并在整个交易时段保持绿色。</blockquote></p><p> The Dow added 54.77 points or 0.15 percent to finish at 36,142.22, while the NASDAQ jumped 120.01 points or 0.76 percent to close at 15,973.86 and the S&amp;P 500 rose 18.10 points or 0.39 percent to end at 4,700.90.</p><p><blockquote>道琼斯指数上涨54.77点或0.15%，收于36,142.22点，纳斯达克指数上涨120.01点或0.76%，收于15,973.86点，标普500指数上涨18.10点或0.39%，收于4,700.90点。</blockquote></p><p> The strength on Wall Street reflected a positive reaction to some upbeat U.S. economic data, including a Commerce Department report showing retail sales spiked more than expected in October.</p><p><blockquote>华尔街的走强反映了对一些乐观的美国经济数据的积极反应，包括商务部的一份报告显示10月份零售额飙升超过预期。</blockquote></p><p> The Federal Reserve also released a report showing industrial production rebounded by much more than expected in October.</p><p><blockquote>美联储也发布报告显示，10月份工业生产反弹幅度远超预期。</blockquote></p><p> Crude oil futures settled lower on Tuesday, weighed down by a forecast by the International Energy Agency that global crude output will rise and help ease tight supplies. West Texas Intermediate Crude oil futures for December ended lower by $0.12 or 0.2 percent at $80.76 a barrel.</p><p><blockquote>受国际能源署预测全球原油产量将上升并有助于缓解供应紧张的拖累，原油期货周二收低。12月西德克萨斯中质原油期货收盘下跌0.12美元，或0.2%，至每桶80.76美元。</blockquote></p><p> Closer to home, Singapore will release October figures for non-oil domestic exports later this morning, with forecasts suggesting an increase of 0.4 percent on month and 15.0 percent on year following the 1.2 percent monthly increase and the 12.3 percent annual gain.</p><p><blockquote>言归正传，新加坡将于今天上午晚些时候公布10月份非石油国内出口数据，预计环比增长0.4%，同比增长15.0%，此前月度增长1.2%，年增长率为12.3%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.nasdaq.com/articles/rebound-predicted-for-singapore-stock-market\">Nasdaq</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":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.nasdaq.com/articles/rebound-predicted-for-singapore-stock-market","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126829465","content_text":"(RTTNews) - The Singapore stock market has alternated between positive and negative finishes through the last four trading days since the end of the two-day slide in which it had stumbled more than 30 points or 1 percent. The Straits Times Index now sits just beneath the 3,240-point plateau although it's likely to tick higher again on Wednesday.\nThe global forecast for the Asian markets is upbeat on solid economic data and support from the technology stocks. The European markets were mixed and the U.S. bourses were up and the Asian markets figure to split the difference.\nThe STI finished barely lower on Tuesday following mixed performances from the financial shares and industrial issues.\nFor the day, the index dipped 1.78 points or 0.05 percent to finish at 3,238.80 after trading between 3,230.96 and 3,246.25. Volume was 1.58 billion shares worth 1.17 billion Singapore dollars. There were 261 gainers and 200 decliners.\nAmong the actives, Ascendas REIT sank 0.65 percent, while City Developments gained 0.28 percent, Comfort DelGro advanced 0.67 percent, Dairy Farm International skidded 0.89 percent, DBS Group shed 0.47 percent, Genting Singapore jumped 1.21 percent, Mapletree Logistics Trust climbed 1.02 percent, Oversea-Chinese Banking Corporation collected 0.08 percent, SATS and SembCorp Industries both added 0.49 percent, Singapore Airlines was up 0.19 percent, Singapore Exchange dropped 0.53 percent, Singapore Press Holdings spiked 1.72 percent, Singapore Technologies Engineering rose 0.26 percent, SingTel and Yangzijiang Shipbuilding both tumbled 1.55 percent, Thai Beverage soared 1.38 percent, United Overseas Bank eased 0.14 percent, Wilmar International lost 0.23 percent and Keppel Corp, Mapletree Commercial Trust, CapitaLand Integrated Commercial Trust and UOL Group were unchanged.\nThe lead from Wall Street is positive as the major averages opened higher on Tuesday and remained in the green throughout the session.\nThe Dow added 54.77 points or 0.15 percent to finish at 36,142.22, while the NASDAQ jumped 120.01 points or 0.76 percent to close at 15,973.86 and the S&P 500 rose 18.10 points or 0.39 percent to end at 4,700.90.\nThe strength on Wall Street reflected a positive reaction to some upbeat U.S. economic data, including a Commerce Department report showing retail sales spiked more than expected in October.\nThe Federal Reserve also released a report showing industrial production rebounded by much more than expected in October.\nCrude oil futures settled lower on Tuesday, weighed down by a forecast by the International Energy Agency that global crude output will rise and help ease tight supplies. West Texas Intermediate Crude oil futures for December ended lower by $0.12 or 0.2 percent at $80.76 a barrel.\nCloser to home, Singapore will release October figures for non-oil domestic exports later this morning, with forecasts suggesting an increase of 0.4 percent on month and 15.0 percent on year following the 1.2 percent monthly increase and the 12.3 percent annual gain.","news_type":1,"symbols_score_info":{"STI.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":3489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871649742,"gmtCreate":1637068937203,"gmtModify":1637068937481,"author":{"id":"3582010679449465","authorId":"3582010679449465","name":"ym80","avatar":"https://static.tigerbbs.com/f75a7eda8cb8b79563386243750d3227","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582010679449465","authorIdStr":"3582010679449465"},"themes":[],"title":"","htmlText":"BMW","listText":"BMW","text":"BMW","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/871649742","repostId":"1104411586","repostType":4,"repost":{"id":"1104411586","kind":"news","pubTimestamp":1637068540,"share":"https://www.laohunote.com/m/news/1104411586?lang=zh_CN&edition=full","pubTime":"2021-11-16 21:15","market":"us","language":"en","title":"BMW fourth quarter off to good start, sees double-digit 2021 margins - CFO<blockquote>宝马第四季度开局良好，预计 2021 年利润率将达到两位数 - 首席财务官</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1104411586","media":"Reuters","summary":"BMW's October sales came in better than expected and November sales are off to a good start, the car","content":"<p>BMW's&nbsp;October sales came in better than expected and November sales are off to a good start, the carmaker's CFO said on Tuesday, adding he expected the company to reach the upper end of its 9.5% to 10.5% automotive profit forecast this year.</p><p><blockquote>宝马首席财务官周二表示，宝马 10 月份的销量好于预期，11 月份的销量开局良好，并补充说，他预计该公司今年将达到 9.5% 至 10.5% 的汽车利润预测的上限。</blockquote></p><p> Such margins were unlikely to last, though easing supply chain bottlenecks for semiconductor chips in the second half of 2022 could still boost growth, Chief Financial Officer Nicolas Peter said at a roundtable with journalists in Frankfurt.</p><p><blockquote>首席财务官尼古拉斯·彼得 (Nicolas Peter) 在法兰克福与记者举行的圆桌会议上表示，尽管 2022 年下半年缓解半导体芯片供应链瓶颈仍可能促进增长，但这种利润率不太可能持续下去。</blockquote></p><p> \"I would be disappointed if we failed to reach the upper end of our current margin target,\" Peter said.</p><p><blockquote>“如果我们未能达到当前利润率目标的上限，我会感到失望，”彼得说。</blockquote></p><p> The company expects electric vehicle sales to at least double in 2022 and plans increase the prices for all its new cars by an average of 1%, the CFO said.</p><p><blockquote>该首席财务官表示，该公司预计 2022 年电动汽车销量将至少翻一番，并计划将所有新车的价格平均提高 1%。</blockquote></p><p> He added BMW had already secured battery cell supply until 2025 and is negotiating with manufacturers about contracts for the second half of the decade.</p><p><blockquote>他补充说，宝马已经确保了到 2025 年的电池供应，并正在与制造商就本世纪下半叶的合同进行谈判。</blockquote></p><p> He also said BMW's planned increase of its stake in China joint venture BMW Brilliance to 75% from 50% should take place in the first quarter of 2022, when the country drops the rule blocking foreign ownership of more than 50% of local companies.</p><p><blockquote>他还表示，宝马计划在2022年第一季度将其在中国合资企业华晨宝马的股份从50%增加到75%，届时中国将取消阻止外资持有当地公司50%以上股份的规定。</blockquote></p><p> In early November, the German automaker reported a 42.4% increase in third-quarter net profits to 2.58 billion euros ($2.93 billion) as strong electric vehicle sales and higher prices offset lower deliveries amid chip supply issues.</p><p><blockquote>11月初，这家德国汽车制造商公布第三季度净利润增长42.4%，达到25.8亿欧元（29.3亿美元），原因是电动汽车销售强劲和价格上涨抵消了芯片供应问题导致的交付量下降。</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>BMW fourth quarter off to good start, sees double-digit 2021 margins - CFO<blockquote>宝马第四季度开局良好，预计 2021 年利润率将达到两位数 - 首席财务官</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\">\nBMW fourth quarter off to good start, sees double-digit 2021 margins - CFO<blockquote>宝马第四季度开局良好，预计 2021 年利润率将达到两位数 - 首席财务官</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-11-16 21:15</span>\n</p>\n</h4>\n</header>\n<article>\n<p>BMW's&nbsp;October sales came in better than expected and November sales are off to a good start, the carmaker's CFO said on Tuesday, adding he expected the company to reach the upper end of its 9.5% to 10.5% automotive profit forecast this year.</p><p><blockquote>宝马首席财务官周二表示，宝马 10 月份的销量好于预期，11 月份的销量开局良好，并补充说，他预计该公司今年将达到 9.5% 至 10.5% 的汽车利润预测的上限。</blockquote></p><p> Such margins were unlikely to last, though easing supply chain bottlenecks for semiconductor chips in the second half of 2022 could still boost growth, Chief Financial Officer Nicolas Peter said at a roundtable with journalists in Frankfurt.</p><p><blockquote>首席财务官尼古拉斯·彼得 (Nicolas Peter) 在法兰克福与记者举行的圆桌会议上表示，尽管 2022 年下半年缓解半导体芯片供应链瓶颈仍可能促进增长，但这种利润率不太可能持续下去。</blockquote></p><p> \"I would be disappointed if we failed to reach the upper end of our current margin target,\" Peter said.</p><p><blockquote>“如果我们未能达到当前利润率目标的上限，我会感到失望，”彼得说。</blockquote></p><p> The company expects electric vehicle sales to at least double in 2022 and plans increase the prices for all its new cars by an average of 1%, the CFO said.</p><p><blockquote>该首席财务官表示，该公司预计 2022 年电动汽车销量将至少翻一番，并计划将所有新车的价格平均提高 1%。</blockquote></p><p> He added BMW had already secured battery cell supply until 2025 and is negotiating with manufacturers about contracts for the second half of the decade.</p><p><blockquote>他补充说，宝马已经确保了到 2025 年的电池供应，并正在与制造商就本世纪下半叶的合同进行谈判。</blockquote></p><p> He also said BMW's planned increase of its stake in China joint venture BMW Brilliance to 75% from 50% should take place in the first quarter of 2022, when the country drops the rule blocking foreign ownership of more than 50% of local companies.</p><p><blockquote>他还表示，宝马计划在2022年第一季度将其在中国合资企业华晨宝马的股份从50%增加到75%，届时中国将取消阻止外资持有当地公司50%以上股份的规定。</blockquote></p><p> In early November, the German automaker reported a 42.4% increase in third-quarter net profits to 2.58 billion euros ($2.93 billion) as strong electric vehicle sales and higher prices offset lower deliveries amid chip supply issues.</p><p><blockquote>11月初，这家德国汽车制造商公布第三季度净利润增长42.4%，达到25.8亿欧元（29.3亿美元），原因是电动汽车销售强劲和价格上涨抵消了芯片供应问题导致的交付量下降。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/business/autos-transportation/bmw-fourth-quarter-off-good-start-sees-double-digit-2021-margins-cfo-2021-11-16/\">Reuters</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BMWYY":"宝马汽车"},"source_url":"https://www.reuters.com/business/autos-transportation/bmw-fourth-quarter-off-good-start-sees-double-digit-2021-margins-cfo-2021-11-16/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104411586","content_text":"BMW's October sales came in better than expected and November sales are off to a good start, the carmaker's CFO said on Tuesday, adding he expected the company to reach the upper end of its 9.5% to 10.5% automotive profit forecast this year.\nSuch margins were unlikely to last, though easing supply chain bottlenecks for semiconductor chips in the second half of 2022 could still boost growth, Chief Financial Officer Nicolas Peter said at a roundtable with journalists in Frankfurt.\n\"I would be disappointed if we failed to reach the upper end of our current margin target,\" Peter said.\nThe company expects electric vehicle sales to at least double in 2022 and plans increase the prices for all its new cars by an average of 1%, the CFO said.\nHe added BMW had already secured battery cell supply until 2025 and is negotiating with manufacturers about contracts for the second half of the decade.\nHe also said BMW's planned increase of its stake in China joint venture BMW Brilliance to 75% from 50% should take place in the first quarter of 2022, when the country drops the rule blocking foreign ownership of more than 50% of local companies.\nIn early November, the German automaker reported a 42.4% increase in third-quarter net profits to 2.58 billion euros ($2.93 billion) as strong electric vehicle sales and higher prices offset lower deliveries amid chip supply issues.","news_type":1,"symbols_score_info":{"BMWYY":0.9}},"isVote":1,"tweetType":1,"viewCount":3113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":846036149,"gmtCreate":1636034431984,"gmtModify":1636034432237,"author":{"id":"3582010679449465","authorId":"3582010679449465","name":"ym80","avatar":"https://static.tigerbbs.com/f75a7eda8cb8b79563386243750d3227","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582010679449465","authorIdStr":"3582010679449465"},"themes":[],"title":"","htmlText":"👍🏼","listText":"👍🏼","text":"👍🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/846036149","repostId":"1133982177","repostType":2,"repost":{"id":"1133982177","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":1635845705,"share":"https://www.laohunote.com/m/news/1133982177?lang=zh_CN&edition=full","pubTime":"2021-11-02 17:35","market":"us","language":"en","title":"Some semiconductor stocks climbed in premarket trading<blockquote>一些半导体股在盘前交易中攀升</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1133982177","media":"Tiger Newspress","summary":"Some semiconductor stocks climbed in premarket trading.Globalfoundries rose more than 2%;ASML,ON Sem","content":"<p>Some semiconductor stocks climbed in premarket trading.Globalfoundries&nbsp;rose&nbsp;more&nbsp;than&nbsp;2%;ASML,ON Semiconductor&nbsp;and&nbsp;United Microelectronics&nbsp;rose&nbsp;more&nbsp;than&nbsp;1%.</p><p><blockquote>部分半导体股在盘前交易中攀升。Globalfoundries 上涨超过 2%；ASML、安森美半导体和联合微电子上涨超过1%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/aba3bb60a09dbb338647cae23853ad5c\" tg-width=\"407\" tg-height=\"243\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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>Some semiconductor stocks climbed in premarket trading<blockquote>一些半导体股在盘前交易中攀升</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSome semiconductor stocks climbed in premarket trading<blockquote>一些半导体股在盘前交易中攀升</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-11-02 17:35</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Some semiconductor stocks climbed in premarket trading.Globalfoundries&nbsp;rose&nbsp;more&nbsp;than&nbsp;2%;ASML,ON Semiconductor&nbsp;and&nbsp;United Microelectronics&nbsp;rose&nbsp;more&nbsp;than&nbsp;1%.</p><p><blockquote>部分半导体股在盘前交易中攀升。Globalfoundries 上涨超过 2%；ASML、安森美半导体和联合微电子上涨超过1%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/aba3bb60a09dbb338647cae23853ad5c\" tg-width=\"407\" tg-height=\"243\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UMC":"联电","ASML":"阿斯麦","GFS":"GLOBALFOUNDRIES Inc.","ON":"安森美半导体"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133982177","content_text":"Some semiconductor stocks climbed in premarket trading.Globalfoundries rose more than 2%;ASML,ON Semiconductor and United Microelectronics rose more than 1%.","news_type":1,"symbols_score_info":{"ON":0.9,"ASML":0.9,"GFS":0.9,"UMC":0.9}},"isVote":1,"tweetType":1,"viewCount":3050,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":846096119,"gmtCreate":1636034028150,"gmtModify":1636035009838,"author":{"id":"3582010679449465","authorId":"3582010679449465","name":"ym80","avatar":"https://static.tigerbbs.com/f75a7eda8cb8b79563386243750d3227","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582010679449465","authorIdStr":"3582010679449465"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GFS\">$GLOBALFOUNDRIES Inc.(GFS)$</a>https://www.cnbc.com/2021/10/30/globalfoundries-ceo-were-sold-out-of-semiconductor-chip-capacity-through-2023.html","listText":"<a href=\"https://laohu8.com/S/GFS\">$GLOBALFOUNDRIES 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Inc.(GFS)$https://www.cnbc.com/2021/10/30/globalfoundries-ceo-were-sold-out-of-semiconductor-chip-capacity-through-2023.html","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/846096119","isVote":1,"tweetType":1,"viewCount":2867,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":846098821,"gmtCreate":1636033995614,"gmtModify":1636035002359,"author":{"id":"3582010679449465","authorId":"3582010679449465","name":"ym80","avatar":"https://static.tigerbbs.com/f75a7eda8cb8b79563386243750d3227","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582010679449465","authorIdStr":"3582010679449465"},"themes":[],"title":"","htmlText":"ttps://www.cnbc.com/2021/10/30/globalfoundries-ceo-were-sold-out-of-semiconductor-chip-capacity-through-2023.html","listText":"ttps://www.cnbc.com/2021/10/30/globalfoundries-ceo-were-sold-out-of-semiconductor-chip-capacity-through-2023.html","text":"ttps://www.cnbc.com/2021/10/30/globalfoundries-ceo-were-sold-out-of-semiconductor-chip-capacity-through-2023.html","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/846098821","isVote":1,"tweetType":1,"viewCount":2932,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":841887504,"gmtCreate":1635901600197,"gmtModify":1635901600318,"author":{"id":"3582010679449465","authorId":"3582010679449465","name":"ym80","avatar":"https://static.tigerbbs.com/f75a7eda8cb8b79563386243750d3227","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582010679449465","authorIdStr":"3582010679449465"},"themes":[],"title":"","htmlText":"👍🏼","listText":"👍🏼","text":"👍🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/841887504","repostId":"2180731718","repostType":2,"repost":{"id":"2180731718","kind":"news","pubTimestamp":1635898865,"share":"https://www.laohunote.com/m/news/2180731718?lang=zh_CN&edition=full","pubTime":"2021-11-03 08:21","market":"sg","language":"en","title":"OCBC's Q3 profit up 19% to $1.22 billion, beating forecasts<blockquote>华侨银行第三季度利润增长 19% 至 12.2 亿美元，超出预期</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2180731718","media":"The Straits Times","summary":"SINGAPORE - OCBC Bank's earnings have continued to bounce back from the troughs of the pandemic desp","content":"<p><div> SINGAPORE - OCBC Bank's earnings have continued to bounce back from the troughs of the pandemic despite lingering Covid-19 uncertainties. The bank posted on Wednesday (Nov 3) a 19 per cent year-on-...</p><p><blockquote><div>新加坡 - 尽管 Covid-19 的不确定性挥之不去，但华侨银行的盈利仍继续从疫情的低谷中反弹。该银行周三（11 月 3 日）公布，同比增长 19%……</div></blockquote></p><p>  <a href=\"http://www.straitstimes.com/business/banking/ocbc-q3-profit-up-19-to-122-billion-beating-forecasts\">网页链接</a>  </div> </p><p><blockquote><a href=\"http://www.straitstimes.com/business/banking/ocbc-q3-profit-up-19-to-122-billion-beating-forecasts\">网页连接</a></blockquote></p><p></p>","source":"straits_highlight","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>OCBC's Q3 profit up 19% to $1.22 billion, beating forecasts<blockquote>华侨银行第三季度利润增长 19% 至 12.2 亿美元，超出预期</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOCBC's Q3 profit up 19% to $1.22 billion, beating forecasts<blockquote>华侨银行第三季度利润增长 19% 至 12.2 亿美元，超出预期</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Straits Times</strong><span class=\"h-time small\">2021-11-03 08:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> SINGAPORE - OCBC Bank's earnings have continued to bounce back from the troughs of the pandemic despite lingering Covid-19 uncertainties. The bank posted on Wednesday (Nov 3) a 19 per cent year-on-...</p><p><blockquote><div>新加坡 - 尽管 Covid-19 的不确定性挥之不去，但华侨银行的盈利仍继续从疫情的低谷中反弹。该银行周三（11 月 3 日）公布，同比增长 19%……</div></blockquote></p><p>  <a href=\"http://www.straitstimes.com/business/banking/ocbc-q3-profit-up-19-to-122-billion-beating-forecasts\">网页链接</a>  </div> </p><p><blockquote><a href=\"http://www.straitstimes.com/business/banking/ocbc-q3-profit-up-19-to-122-billion-beating-forecasts\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"http://www.straitstimes.com/business/banking/ocbc-q3-profit-up-19-to-122-billion-beating-forecasts\">The Straits Times</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":{"O39.SI":"华侨银行"},"source_url":"http://www.straitstimes.com/business/banking/ocbc-q3-profit-up-19-to-122-billion-beating-forecasts","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2180731718","content_text":"SINGAPORE - OCBC Bank's earnings have continued to bounce back from the troughs of the pandemic despite lingering Covid-19 uncertainties.\nThe bank posted on Wednesday (Nov 3) a 19 per cent year-on-year increase in third-quarter net profit to $1.22 billion, partly driven by lower allowances amid an improving credit outlook.\nIts earnings topped the $1.19 billion average estimate of four analysts polled by Bloomberg.\nGroup chief executive Helen Wong said the bank's results were resilient, despite challenging conditions associated with the Delta variant of the coronavirus.\n\"This quarter, the momentum across our banking, wealth management and insurance business has continued to grow, as reflected by loan, net new money, fee and insurance sales growth,\" she said.\nMs Wong noted that asset quality is stabilising as the economic situation improves.\n\"We remain positive on the long-term outlook but are watchful of the near-term headwinds from the pandemic,\" she added.\nNet interest income climbed 3 per cent to $1.46 billion amid an increase in average loan volumes. Net interest margin, a key gauge of banks' profitability, declined two basis points to 1.52 per cent.\nTotal allowances dropped 54 per cent to $163 million as the credit environment improved.","news_type":1,"symbols_score_info":{"O39.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":3417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843277101,"gmtCreate":1635838224559,"gmtModify":1635838224771,"author":{"id":"3582010679449465","authorId":"3582010679449465","name":"ym80","avatar":"https://static.tigerbbs.com/f75a7eda8cb8b79563386243750d3227","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582010679449465","authorIdStr":"3582010679449465"},"themes":[],"title":"","htmlText":"Retirement?","listText":"Retirement?","text":"Retirement?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/843277101","repostId":"1183231217","repostType":4,"isVote":1,"tweetType":1,"viewCount":3202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":849215254,"gmtCreate":1635758237563,"gmtModify":1635758237678,"author":{"id":"3582010679449465","authorId":"3582010679449465","name":"ym80","avatar":"https://static.tigerbbs.com/f75a7eda8cb8b79563386243750d3227","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582010679449465","authorIdStr":"3582010679449465"},"themes":[],"title":"","htmlText":"Huat ah!","listText":"Huat ah!","text":"Huat ah!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/849215254","repostId":"1161155083","repostType":2,"repost":{"id":"1161155083","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":1635755116,"share":"https://www.laohunote.com/m/news/1161155083?lang=zh_CN&edition=full","pubTime":"2021-11-01 16:25","market":"us","language":"en","title":"GlobalFoundries shares soared 10% in premarket trading<blockquote>GlobalFoundries股价在盘前交易中飙升10%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1161155083","media":"Tiger Newspress","summary":"GlobalFoundries shares soared 10% in premarket trading.The stock was listed on Friday and closed up ","content":"<p>GlobalFoundries shares soared 10% in premarket trading.The stock was listed on Friday and closed up 5%.</p><p><blockquote>GlobalFoundries 股价在盘前交易中飙升 10%。该股周五上市，收盘上涨5%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/026499382ac060b57d31376eb891e36b\" tg-width=\"847\" tg-height=\"617\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> GlobalFoundries is appealing to public-market investors as interest in the semiconductor industry hits an all-time high. Shortages caused by a surge in demand for electronics during coronavirus pandemic lockdowns and insufficient supply have made chip factories more valuable to the economy.</p><p><blockquote>随着人们对半导体行业的兴趣达到历史新高，GlobalFoundries 正在吸引公开市场投资者。冠状病毒大流行封锁期间电子产品需求激增和供应不足导致短缺，使得芯片工厂对经济更有价值。</blockquote></p><p> For the first half of the year, GlobalFoundries had a net loss of $301 million on revenue of about $3 billion, compared with a loss of $534 million on $2.7 billion in revenue a year earlier, according to the filings.</p><p><blockquote>文件显示，今年上半年，GlobalFoundries 净亏损 3.01 亿美元，收入约为 30 亿美元，而去年同期收入为 27 亿美元，净亏损 5.34 亿美元。</blockquote></p><p> Contract chipmakers like GlobalFoundries fabricate semiconductors for large technology companies such as Apple Inc. and Amazon.com Inc. Taiwan Semiconductor Manufacturing Co. and Samsung Electronics Co. currently dominate the market, and Intel Corp. has ambitions to become a bigger force in that area too.</p><p><blockquote>GlobalFoundries 等合同芯片制造商为苹果公司和亚马逊公司等大型科技公司制造半导体。台积电公司和三星电子公司目前主导着市场，英特尔公司也雄心勃勃地成为该领域的一股更大力量。</blockquote></p><p> GlobalFoundries previously gave up on the kind of leading-edge production that would match the capabilities of Taiwan Semiconductor or Samsung. Instead, it’s serving the market for less advanced chips, which are increasingly critical to carmakers and other industries.</p><p><blockquote>GlobalFoundries 此前放弃了与台积电或三星能力相匹配的领先生产。相反，它正在为不太先进的芯片市场提供服务，而这些芯片对汽车制造商和其他行业来说越来越重要。</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>GlobalFoundries shares soared 10% in premarket trading<blockquote>GlobalFoundries股价在盘前交易中飙升10%</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\">\nGlobalFoundries shares soared 10% in premarket trading<blockquote>GlobalFoundries股价在盘前交易中飙升10%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-11-01 16:25</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>GlobalFoundries shares soared 10% in premarket trading.The stock was listed on Friday and closed up 5%.</p><p><blockquote>GlobalFoundries 股价在盘前交易中飙升 10%。该股周五上市，收盘上涨5%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/026499382ac060b57d31376eb891e36b\" tg-width=\"847\" tg-height=\"617\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> GlobalFoundries is appealing to public-market investors as interest in the semiconductor industry hits an all-time high. Shortages caused by a surge in demand for electronics during coronavirus pandemic lockdowns and insufficient supply have made chip factories more valuable to the economy.</p><p><blockquote>随着人们对半导体行业的兴趣达到历史新高，GlobalFoundries 正在吸引公开市场投资者。冠状病毒大流行封锁期间电子产品需求激增和供应不足导致短缺，使得芯片工厂对经济更有价值。</blockquote></p><p> For the first half of the year, GlobalFoundries had a net loss of $301 million on revenue of about $3 billion, compared with a loss of $534 million on $2.7 billion in revenue a year earlier, according to the filings.</p><p><blockquote>文件显示，今年上半年，GlobalFoundries 净亏损 3.01 亿美元，收入约为 30 亿美元，而去年同期收入为 27 亿美元，净亏损 5.34 亿美元。</blockquote></p><p> Contract chipmakers like GlobalFoundries fabricate semiconductors for large technology companies such as Apple Inc. and Amazon.com Inc. Taiwan Semiconductor Manufacturing Co. and Samsung Electronics Co. currently dominate the market, and Intel Corp. has ambitions to become a bigger force in that area too.</p><p><blockquote>GlobalFoundries 等合同芯片制造商为苹果公司和亚马逊公司等大型科技公司制造半导体。台积电公司和三星电子公司目前主导着市场，英特尔公司也雄心勃勃地成为该领域的一股更大力量。</blockquote></p><p> GlobalFoundries previously gave up on the kind of leading-edge production that would match the capabilities of Taiwan Semiconductor or Samsung. Instead, it’s serving the market for less advanced chips, which are increasingly critical to carmakers and other industries.</p><p><blockquote>GlobalFoundries 此前放弃了与台积电或三星能力相匹配的领先生产。相反，它正在为不太先进的芯片市场提供服务，而这些芯片对汽车制造商和其他行业来说越来越重要。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GFS":"GLOBALFOUNDRIES Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161155083","content_text":"GlobalFoundries shares soared 10% in premarket trading.The stock was listed on Friday and closed up 5%.\n\nGlobalFoundries is appealing to public-market investors as interest in the semiconductor industry hits an all-time high. Shortages caused by a surge in demand for electronics during coronavirus pandemic lockdowns and insufficient supply have made chip factories more valuable to the economy.\nFor the first half of the year, GlobalFoundries had a net loss of $301 million on revenue of about $3 billion, compared with a loss of $534 million on $2.7 billion in revenue a year earlier, according to the filings.\nContract chipmakers like GlobalFoundries fabricate semiconductors for large technology companies such as Apple Inc. and Amazon.com Inc. Taiwan Semiconductor Manufacturing Co. and Samsung Electronics Co. currently dominate the market, and Intel Corp. has ambitions to become a bigger force in that area too.\nGlobalFoundries previously gave up on the kind of leading-edge production that would match the capabilities of Taiwan Semiconductor or Samsung. Instead, it’s serving the market for less advanced chips, which are increasingly critical to carmakers and other industries.","news_type":1,"symbols_score_info":{"GFS":0.9}},"isVote":1,"tweetType":1,"viewCount":1317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855334673,"gmtCreate":1635334950542,"gmtModify":1635335275057,"author":{"id":"3582010679449465","authorId":"3582010679449465","name":"ym80","avatar":"https://static.tigerbbs.com/f75a7eda8cb8b79563386243750d3227","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582010679449465","authorIdStr":"3582010679449465"},"themes":[],"title":"","htmlText":"👍🏼","listText":"👍🏼","text":"👍🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/855334673","repostId":"1102358032","repostType":4,"repost":{"id":"1102358032","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":1635333593,"share":"https://www.laohunote.com/m/news/1102358032?lang=zh_CN&edition=full","pubTime":"2021-10-27 19:19","market":"us","language":"en","title":"Kraft Heinz rose nearly 1% in premarket trading as it beat revenue estimates helped by higher prices<blockquote>在价格上涨的帮助下，卡夫亨氏在盘前交易中上涨近 1%，超出了收入预期</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1102358032","media":"Tiger Newspress","summary":"Kraft Heinz Co(KHC.O)beat Wall Street expectations for quarterly sales on Wednesday, as the packaged","content":"<p>Kraft Heinz Co(KHC.O)beat Wall Street expectations for quarterly sales on Wednesday, as the packaged food company benefited from raising product prices to tackle rising inflation.</p><p><blockquote>卡夫亨氏公司 (KHC.O) 周三的季度销售额超出了华尔街预期，这家包装食品公司受益于提高产品价格以应对通胀上升。</blockquote></p><p> Net sales in the third quarter fell to $6.32 billion for the Jell-O maker from $6.44 billion a year earlier. Analysts on average had expected sales of $6.05 billion, according to Refinitiv IBES.</p><p><blockquote>这家果冻制造商第三季度的净销售额从去年同期的 64.4 亿美元降至 63.2 亿美元。根据 Refinitiv IBES 的数据，分析师平均预期销售额为 60.5 亿美元。</blockquote></p><p> Kraft Heinz Co&nbsp;shares&nbsp;rose&nbsp;nearly&nbsp;1%&nbsp;in&nbsp;premarket&nbsp;trading.<img src=\"https://static.tigerbbs.com/3f1bab565eedd1970bcdb9f46852a165\" tg-width=\"780\" tg-height=\"560\" width=\"100%\" height=\"auto\"></p><p><blockquote>卡夫亨氏股价在盘前交易中上涨近 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>Kraft Heinz rose nearly 1% in premarket trading as it beat revenue estimates helped by higher prices<blockquote>在价格上涨的帮助下，卡夫亨氏在盘前交易中上涨近 1%，超出了收入预期</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nKraft Heinz rose nearly 1% in premarket trading as it beat revenue estimates helped by higher prices<blockquote>在价格上涨的帮助下，卡夫亨氏在盘前交易中上涨近 1%，超出了收入预期</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-10-27 19:19</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Kraft Heinz Co(KHC.O)beat Wall Street expectations for quarterly sales on Wednesday, as the packaged food company benefited from raising product prices to tackle rising inflation.</p><p><blockquote>卡夫亨氏公司 (KHC.O) 周三的季度销售额超出了华尔街预期，这家包装食品公司受益于提高产品价格以应对通胀上升。</blockquote></p><p> Net sales in the third quarter fell to $6.32 billion for the Jell-O maker from $6.44 billion a year earlier. Analysts on average had expected sales of $6.05 billion, according to Refinitiv IBES.</p><p><blockquote>这家果冻制造商第三季度的净销售额从去年同期的 64.4 亿美元降至 63.2 亿美元。根据 Refinitiv IBES 的数据，分析师平均预期销售额为 60.5 亿美元。</blockquote></p><p> Kraft Heinz Co&nbsp;shares&nbsp;rose&nbsp;nearly&nbsp;1%&nbsp;in&nbsp;premarket&nbsp;trading.<img src=\"https://static.tigerbbs.com/3f1bab565eedd1970bcdb9f46852a165\" tg-width=\"780\" tg-height=\"560\" width=\"100%\" height=\"auto\"></p><p><blockquote>卡夫亨氏股价在盘前交易中上涨近 1%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KHC":"卡夫亨氏"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102358032","content_text":"Kraft Heinz Co(KHC.O)beat Wall Street expectations for quarterly sales on Wednesday, as the packaged food company benefited from raising product prices to tackle rising inflation.\nNet sales in the third quarter fell to $6.32 billion for the Jell-O maker from $6.44 billion a year earlier. Analysts on average had expected sales of $6.05 billion, according to Refinitiv IBES.\nKraft Heinz Co shares rose nearly 1% in premarket trading.","news_type":1,"symbols_score_info":{"KHC":0.9}},"isVote":1,"tweetType":1,"viewCount":1069,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858729823,"gmtCreate":1635124086998,"gmtModify":1635124087237,"author":{"id":"3582010679449465","authorId":"3582010679449465","name":"ym80","avatar":"https://static.tigerbbs.com/f75a7eda8cb8b79563386243750d3227","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582010679449465","authorIdStr":"3582010679449465"},"themes":[],"title":"","htmlText":"👍🏼","listText":"👍🏼","text":"👍🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/858729823","repostId":"1108996887","repostType":4,"repost":{"id":"1108996887","kind":"news","pubTimestamp":1635123946,"share":"https://www.laohunote.com/m/news/1108996887?lang=zh_CN&edition=full","pubTime":"2021-10-25 09:05","market":"us","language":"en","title":"Sea Limited: Spreading Its E-Commerce Tentacles<blockquote>Sea Limited：扩展电子商务触角</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1108996887","media":"Seeking Alpha","summary":"Summary\n\nSea Limited is the preeminent Internet company headquartered in Singapore. It has posted ga","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Sea Limited is the preeminent Internet company headquartered in Singapore. It has posted gangbusters growth over the past couple of years.</li>  <li>The company continues to sharpen its edge in mobile gaming. It has also penetrated more markets beyond Southeast Asia.</li>  <li>We discuss whether Sea stock still presents a reasonable opportunity to add for investors now.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/81d7d3e514cf6dfea7d8e68541eec1ca\" tg-width=\"1536\" tg-height=\"1025\" width=\"100%\" height=\"auto\"><span>franckreporter/E+ via Getty Images</span></p><p><blockquote><ul><li>Sea Limited是一家总部位于新加坡的卓越互联网公司。在过去的几年里，它实现了惊人的增长。</li><li>该公司继续提升其在移动游戏领域的优势。它还渗透到了东南亚以外的更多市场。</li><li>我们讨论 Sea stock 现在是否仍然为投资者提供合理的增持机会。</li></ul><p class=\"t-img-caption\"><span>franckreporter/E+ 来自盖蒂图片社</span></p></blockquote></p><p> <b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p> Sea Limited (SE) is one of the highest conviction holdings in our growth portfolio. SE stock is one of those stocks that we have consistently added on significant dips previously. It has been a phenomenal outperformer for us over the last couple of years. We have never pared down our holdings and also added the stock at appropriate times.</p><p><blockquote>Sea Limited (SE) 是我们增长投资组合中最具信念的持股之一。SE 股票是我们之前在大幅下跌时持续增持的股票之一。在过去的几年里，它对我们来说表现出色。我们从未减持，也会在适当的时候增持股票。</blockquote></p><p> We have also covered the stock extensively. For investors who are new to Sea Limited, you can refer to our recent articles for a deeper dive:</p><p><blockquote>我们还广泛报道了该股票。对于刚接触 Sea Limited 的投资者，您可以参考我们最近的文章进行更深入的了解：</blockquote></p><p> <ul>  <li>Is Sea Limited Stock A Good Buy For The Long-Term?</li>  <li>MercadoLibre Vs. Sea Limited: Southeast Asia's Finest Takes On LatAm's E-Commerce Behemoth</li>  <li>Sea Limited: Don't Underrate Garena's Tremendous Potential</li> </ul> Without a doubt, Sea Limited does not qualify as a stock for value investors. The stock is trading at a premium valuation. It still reports negative last-twelve-months (LTM) GAAP EBITDA margins despite its massive growth. Some investors can argue that much of its valuation is predicated on its ability to execute its revenue growth excellently.</p><p><blockquote><ul><li>从长远来看，Sea Limited 股票值得购买吗？</li><li>MercadoLibre 与 Sea Limited：东南亚最优秀的对抗拉丁美洲电子商务巨头</li><li>Sea Limited：不要低估 Garena 的巨大潜力</li></ul>毫无疑问，Sea Limited 不符合价值投资者的股票资格。该股的交易估值较高。尽管增长巨大，但过去 12 个月 (LTM) GAAP EBITDA 利润率仍然为负。一些投资者可能会认为，其估值很大程度上取决于其出色执行收入增长的能力。</blockquote></p><p> Recently, its e-commerce arm, Shopee, expanded further on its penetration into LatAm. We also discussed previously how Shopee's penetration into MercadoLibre's (MELI) home ground has been shaping up. We thought its&nbsp;recent $6.3B capital raise&nbsp;was to help drive its aggressive growth into LatAm mainly. However, the company has other ideas. Shopee recently announced its forays into several key e-commerce markets. These include India, France, Spain, and Poland. These have also been important markets for Amazon (AMZN) and Alibaba (BABA). But, Sea Limited is never afraid of competing against strong incumbents. It unseated Lazada (BABA) on its way to claiming the throne in Southeast Asia. It has also been driving hard against MELI in LatAm.</p><p><blockquote>最近，其电子商务部门Shopee进一步扩大了对拉丁美洲的渗透。我们之前还讨论过 Shopee 如何渗透到 MercadoLibre (MELI) 的主场。我们认为，其最近筹集的 6.3B 美元资金主要是为了帮助推动其在拉丁美洲的积极增长。不过，该公司还有其他想法。Shopee 最近宣布进军几个主要电子商务市场。这些国家包括印度、法国、西班牙和波兰。这些也是亚马逊（AMZN）和阿里巴巴-SW（BABA）的重要市场。但是，Sea Limited从不害怕与强大的现有企业竞争。它在夺取东南亚王位的道路上取代了Lazada（BABA）。它还在拉丁美洲大力反对梅利。</blockquote></p><p> We discuss whether SE stock is a buy as it spreads its dominance across the world.</p><p><blockquote>我们讨论 SE 股票在全球范围内扩大其主导地位时是否值得买入。</blockquote></p><p> <b>SE Stock YTD Performance</b></p><p><blockquote><b>SE 股票年初至今表现</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/612df62f4da522d7951f2b26c3013573\" tg-width=\"640\" tg-height=\"331\" width=\"100%\" height=\"auto\"><span>SE stock YTD performance (as of 22 October 21).</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股票年初至今表现（截至21年10月22日）。</span></p></blockquote></p><p> SE stock has been on a phenomenal run in 2021 so far. It also suffered from the growth-to-value rotation earlier in the year. However, those dips proved to be transitory, as its upward momentum recovered swiftly. Ever since its last significant dip in May, the stock's momentum has been on a tear. The other minor dips have also proven to be opportunities for investors to add its stock. At the moment, its YTD return has reached 78.5%. It also easily outperformed its peers and the market. SE stock has proven to be an incredible winner against its more prominent peers.</p><p><blockquote>到目前为止，SE 股票在 2021 年表现惊人。今年早些时候，它还遭受了增长到价值的轮动。然而，这些下跌被证明是暂时的，因为其上涨势头迅速恢复。自 5 月份上次大幅下跌以来，该股的势头一直在飙升。其他小幅下跌也被证明是投资者增持股票的机会。目前，其年初至今回报率已达78.5%。它的表现也轻松优于同行和市场。事实证明，与更著名的同行相比，SE 股票是一个令人难以置信的赢家。</blockquote></p><p> <b>Taking Account of Shopee's Aggressive Expansion</b></p><p><blockquote><b>考虑到Shopee的积极扩张</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a0a42178971462228baa427dd13e8a50\" tg-width=\"640\" tg-height=\"395\" width=\"100%\" height=\"auto\"><span>Shopee quarterly GMV. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>Shopee季度GMV。数据来源：公司文件</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a17b899e6e0ed296f07a8cd67524d8f6\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Shopee LTM GMV. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>虾皮LTM GMV。数据来源：公司文件</span></p></blockquote></p><p> Shopee has grown its gross merchandise value (GMV) very aggressively over the past year. At the end of 2020, it posted a GMV of $35.4B. By the end of H1'21, Shopee's LTM GMV reached $48.8B. Thus, its LTM GMV increased by an incredible 37.9% over 2 quarters. However, in our previous article (published on 13 August), we noted that Southeast Asia's top-6 countries' e-commerce GMV for 2020 was estimated at $62B. We also explained that even though the region is estimated to grow by a CAGR of 22.6% by 2025, its largest market, Indonesia, is estimated to experience slower growth. Indonesia's e-commerce market is estimated to grow by a CAGR of 19.1% through 2024.</p><p><blockquote>在过去的一年里，Shopee 的商品总价值 (GMV) 大幅增长。截至 2020 年底，其 GMV 为 $35.4B。到 H1'21 年底，Shopee 的 LTM GMV 达到 $48.8B。因此，其 LTM GMV 在两个季度内增长了令人难以置信的 37.9%。然而，在我们之前的文章（发表于8月13日）中，我们注意到东南亚前6个国家2020年的电子商务GMV估计为62B美元。我们还解释说，尽管该地区预计到2025年复合年增长率将达到22.6%，但其最大市场印度尼西亚的增长预计将放缓。预计到2024年，印度尼西亚的电子商务市场将以19.1%的复合年增长率增长。</blockquote></p><p> In contrast, LatAm is still expected to experience tremendous growth. Its e-commerce market is expected to grow by a CAGR of 28.1% through 2024, with Brazil and Mexico as the region's most important growth markets.</p><p><blockquote>相比之下，拉丁美洲仍有望经历巨大的增长。到2024年，其电子商务市场预计将以28.1%的复合年增长率增长，其中巴西和墨西哥是该地区最重要的增长市场。</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/42242d1e289df1eada6b2e729dc143a7\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>MELI LTM GMV. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>LTM GMV 船。数据来源：公司文件</span></p></blockquote></p><p> MercadoLibre, Inc. has also been expanding rapidly. Its LTM GMV in H1'21 grew by 22% from the end of FY20. It seems to be slower than SE's gangbusters growth momentum. Notwithstanding, its quarterly YoY GMV growth in FQ2'21 reached 39.2%. Hence, MELI's incredible growth momentum doesn't seem to be slowing down. It demonstrates the massive growth opportunities in LatAm's e-commerce market.</p><p><blockquote>MercadoLibre, Inc. 也一直在快速扩张。其 2021 年上半年的 LTM GMV 较 2020 财年末增长了 22%。这似乎比SE的gangbusters增长势头要慢。尽管如此，其 2021 年第二季度 GMV 季度同比增长率达到 39.2%。因此，MELI令人难以置信的增长势头似乎并没有放缓。它展示了拉丁美洲电子商务市场的巨大增长机会。</blockquote></p><p> <b>Sea Limited Understands Its Markets Well Through Garena</b></p><p><blockquote><b>Sea Limited 通过 Garena 深入了解其市场</b></blockquote></p><p> Sea Limited understands LatAm very well through its Garena gaming segment. Its Free Fire (FF) mobile battle-royale game has benefited tremendously from the removal of Fortnite from both the App Store (AAPL) and Google Play (GOOGL) (GOOG). Fortnite has previously been a keen competitor against Garena. With its exclusion from Apple's and Google's apps ecosystem for at least the next five years all but confirmed, Free Fire dominance is here to stay. Investors who don't understand gaming development well often consider FF's success as also its biggest challenge. It thinks FF will be replaced easily by other gaming genres or other games. But, the truth is top-performing games are tough to displace. They become even more entrenched as their users base increase. The barriers to entry to oust the top games are highly challenging. Beyond just the users base, top-quality games development also requires a long lead time.</p><p><blockquote>Sea Limited 通过其 Garena 游戏部门非常了解 LatAm。其 Free Fire (FF) 移动大逃杀游戏从 App Store (AAPL) 和 Google Play (GOOGL) (GOOG) 下架中受益匪浅。堡垒之夜此前一直是Garena的激烈竞争对手。随着它至少在未来五年内被排除在苹果和谷歌的应用生态系统之外，几乎已经确定，Free Fire的主导地位将继续存在。不太了解游戏开发的投资者往往认为FF的成功也是其最大的挑战。它认为FF将很容易被其他游戏类型或其他游戏所取代。但是，事实是表现最好的游戏很难被取代。随着用户群的增加，他们变得更加根深蒂固。驱逐顶级游戏的进入壁垒极具挑战性。除了用户群，高质量的游戏开发也需要很长的准备时间。</blockquote></p><p> Sea Limited has often reminded investors that they think FF is still very early in its life cycle. Worldwide gaming leader Tencent (OTCPK:TCEHY) also emphasized the challenge in developing \"original IPs.\" Tencent emphasized:</p><p><blockquote>Sea Limited经常提醒投资者，他们认为FF仍处于生命周期的早期阶段。全球游戏领导者腾讯控股 (OTCPK:TCEHY) 也强调了开发“原创 IP”的挑战。腾讯控股强调：</blockquote></p><p>   Just one point to add, right. On the gaming side, I think you emphasized [the] point [of] new creation of IPs and true,  <i>is many years before you can see final product.</i>I think if you look at our recent pipeline of games, which we have announced of more than 40 of them, I think it's a combination, right?  <i>Some are original IPs, which would take a very long time to develop.</i>(from Tencent FQ1'21 earnings call)  <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f35c785ce1b4e95696380aa9383423a4\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Mobile games with the highest IAP from January to September 2021. Data source: AppMagic</span></p><p><blockquote>只想补充一点，对吧。在游戏方面，我认为您强调了知识产权的新创造，<i>要过很多年才能看到最终产品。</i>我认为如果你看看我们最近的游戏管道，我们已经宣布了40多款，我认为这是一个组合，对吗？<i>有些是原创IP，需要很长时间来开发。</i>（摘自腾讯控股 2021 年第一季度收益看涨期权）<p class=\"t-img-caption\"><span>2021年1月至9月IAP最高的手机游戏。数据来源：AppMagic</span></p></blockquote></p><p> FF came in 8th in the ranking of mobile games with the highest in-app purchases (IAP) from January to September 2021. However, it's essential to consider that mobile games also have advertising revenue not covered in the IAP ranking.</p><p><blockquote>2021年1月至9月，FF在应用内购买（IAP）最高的手机游戏排名中位列第八。然而，有必要考虑到移动游戏也有IAP排名中没有涵盖的广告收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/db273f87ece18ef3e95fd10a49e60e59\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Garena quarterly revenue. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>Garena 季度收入。数据来源：公司文件</span></p></blockquote></p><p> Garena's revenue surpassed $1.8B in H1'21. Therefore, investors can quickly glean the immense monetization capability of Sea Limited's gaming segment. Notably, Free Fire is very strong in Google Play.</p><p><blockquote>2021 年上半年，Garena 的收入超过 18 亿美元。因此，投资者可以快速收集Sea Limited博彩部门的巨大货币化能力。值得注意的是，Free Fire在Google Play中非常强大。</blockquote></p><p> Based on statistics from Sensor Tower, FF ranked #3 in worldwide downloads in Q3'21. However, the large majority of it stemmed from Android users. The top three markets by downloads in Google Play have consistently been India, Brazil, and Indonesia. Therefore, investors can easily understand why Shopee is targeting LatAm so aggressively. Garena acts not just as a cash flow machine to sustain Shopee's aggressive expansion but also as a flywheel to extend its leadership. Sea Limited has astutely used Garena's leadership's growing influence and financial prowess to expand its ecosystem and sharpen its edge.</p><p><blockquote>根据Sensor Tower的统计数据，FF在2021年第三季度的全球下载量中排名第三。然而，其中绝大多数来自Android用户。Google Play下载量排名前三的市场一直是印度、巴西和印度尼西亚。因此，投资者很容易理解为什么Shopee如此积极地瞄准拉丁美洲。Garena不仅是维持Shopee积极扩张的现金流机器，也是扩大其领导地位的飞轮。Sea Limited 巧妙地利用 Garena 领导层日益增长的影响力和财务实力来扩大其生态系统并提高其优势。</blockquote></p><p> Sensor Tower also highlighted that FF was the highest-grossing shooter game in Q3'21 worldwide. It easily outperformed Call of Duty: Mobile (ATVI) and Tencent's PUBG Mobile.</p><p><blockquote>Sensor Tower还强调，FF是Q3’21全球票房最高的射击游戏。它轻松击败了《看涨期权：使命召唤：移动》（ATVI）和腾讯的《绝地求生》（PUBG Mobile）。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b839c373c6a45c5688b429a8ce803760\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Garena Average revenue per active user. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>Garena 每个活跃用户的平均收入。数据来源：公司文件</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/65e29f1027db894305ea59c0c24ad996\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Garena average revenue per paying user. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>Garena每个付费用户的平均收入。数据来源：公司文件</span></p></blockquote></p><p></p><p> We think investors who are bearish on Garena's prospects don't understand its monetization capabilities and opportunities well. As Garena exceeded $1B in its quarterly revenue, it has also improved its average revenue per user (both paying and active) remarkably. Thus, we can observe a consistent trend of enhanced monetization. Notably, the opportunities to monetize users who are not paying are tremendous. On a per active user basis, its average revenue was just $1.41 in FQ2'21. However, the figure jumped to $11.11 on a per-paying user basis. Therefore, there are massive growth opportunities just by converting users into paying users.</p><p><blockquote>我们认为看跌 Garena 前景的投资者并没有很好地了解其货币化能力和机会。随着 Garena 的季度收入超过 10 亿美元，它的每用户平均收入（包括付费用户和活跃用户）也显着提高。因此，我们可以观察到货币化增强的持续趋势。值得注意的是，将不付费用户货币化的机会是巨大的。按每个活跃用户计算，其在 2021 年第二季度的平均收入仅为 1.41 美元。然而，按付费用户计算，这一数字跃升至11.11美元。因此，仅仅通过将用户转化为付费用户，就有巨大的增长机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a6778158bd4b839472d4755318891fb\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Garena paying users ratio. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>Garena付费用户比例。数据来源：公司文件</span></p></blockquote></p><p> That's precisely what Garena has been doing. The company has been consistently converting its non-paying users into paying ones. As a result, its paying users' ratio reached 12.7% at the latest FQ. We think the best is yet to come for Sea Limited's massive cash cow. There are still plenty of opportunities for Garena to milk its ever-popular FF game.</p><p><blockquote>这正是 Garena 一直在做的事情。该公司一直在将非付费用户转化为付费用户。因此，其付费用户比例在最新财年达到12.7%。我们认为 Sea Limited 的巨额摇钱树最好的还在后头。Garena 仍然有很多机会来榨取其广受欢迎的 FF 游戏。</blockquote></p><p> <b>So, is Sea Stock a Buy Now?</b></p><p><blockquote><b>那么，Sea 股票现在值得买入吗？</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/146f95a386f24736b4f64df978686494\" tg-width=\"640\" tg-height=\"384\" width=\"100%\" height=\"auto\"><span>Sea stock EV/NTM Rev valuation trend.</span></p><p><blockquote><p class=\"t-img-caption\"><span>Sea 股票 EV/NTM Rev 估值趋势。</span></p></blockquote></p><p> Sea Stock is currently trading at an EV/NTM Rev of 16.2x. Compared to its 1Y mean of 15.9x, Sea stock may seem to be fairly valued now. Our members in the service have also added Sea stock at the recent September/October retracement. We saw the opportunity to add SE stock at a reasonable margin of safety. Therefore, our members already have a decent buffer from its current price as of now. If readers choose to add SE stock now, you should understand that you are adding it at fair value. Therefore, you might not have the margin of safety that we often espouse for high-growth stocks.</p><p><blockquote>Sea 股票目前的 EV/NTM 转速为 16.2 倍。与 15.9 倍的 1 年平均水平相比，Sea 股票现在的估值似乎相当合理。我们的服务成员还在最近的 9 月/10 月回撤中增加了 Sea 股票。我们看到了以合理的安全边际增加 SE 股票的机会。因此，到目前为止，我们的会员已经从目前的价格中获得了可观的缓冲。如果读者现在选择添加SE股票，您应该明白您是以公允价值添加的。因此，您可能没有我们通常支持的高增长股票的安全边际。</blockquote></p><p> Nevertheless, we are still optimistic about SE's long-term growth potential and<i>will rate the stock at Buy</i>.</p><p><blockquote>尽管如此，我们仍然看好SE的长期增长潜力和<i>将该股评级为买入</i>.</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>Sea Limited: Spreading Its E-Commerce Tentacles<blockquote>Sea Limited：扩展电子商务触角</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\">\nSea Limited: Spreading Its E-Commerce Tentacles<blockquote>Sea Limited：扩展电子商务触角</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-10-25 09:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Sea Limited is the preeminent Internet company headquartered in Singapore. It has posted gangbusters growth over the past couple of years.</li>  <li>The company continues to sharpen its edge in mobile gaming. It has also penetrated more markets beyond Southeast Asia.</li>  <li>We discuss whether Sea stock still presents a reasonable opportunity to add for investors now.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/81d7d3e514cf6dfea7d8e68541eec1ca\" tg-width=\"1536\" tg-height=\"1025\" width=\"100%\" height=\"auto\"><span>franckreporter/E+ via Getty Images</span></p><p><blockquote><ul><li>Sea Limited是一家总部位于新加坡的卓越互联网公司。在过去的几年里，它实现了惊人的增长。</li><li>该公司继续提升其在移动游戏领域的优势。它还渗透到了东南亚以外的更多市场。</li><li>我们讨论 Sea stock 现在是否仍然为投资者提供合理的增持机会。</li></ul><p class=\"t-img-caption\"><span>franckreporter/E+ 来自盖蒂图片社</span></p></blockquote></p><p> <b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p> Sea Limited (SE) is one of the highest conviction holdings in our growth portfolio. SE stock is one of those stocks that we have consistently added on significant dips previously. It has been a phenomenal outperformer for us over the last couple of years. We have never pared down our holdings and also added the stock at appropriate times.</p><p><blockquote>Sea Limited (SE) 是我们增长投资组合中最具信念的持股之一。SE 股票是我们之前在大幅下跌时持续增持的股票之一。在过去的几年里，它对我们来说表现出色。我们从未减持，也会在适当的时候增持股票。</blockquote></p><p> We have also covered the stock extensively. For investors who are new to Sea Limited, you can refer to our recent articles for a deeper dive:</p><p><blockquote>我们还广泛报道了该股票。对于刚接触 Sea Limited 的投资者，您可以参考我们最近的文章进行更深入的了解：</blockquote></p><p> <ul>  <li>Is Sea Limited Stock A Good Buy For The Long-Term?</li>  <li>MercadoLibre Vs. Sea Limited: Southeast Asia's Finest Takes On LatAm's E-Commerce Behemoth</li>  <li>Sea Limited: Don't Underrate Garena's Tremendous Potential</li> </ul> Without a doubt, Sea Limited does not qualify as a stock for value investors. The stock is trading at a premium valuation. It still reports negative last-twelve-months (LTM) GAAP EBITDA margins despite its massive growth. Some investors can argue that much of its valuation is predicated on its ability to execute its revenue growth excellently.</p><p><blockquote><ul><li>从长远来看，Sea Limited 股票值得购买吗？</li><li>MercadoLibre 与 Sea Limited：东南亚最优秀的对抗拉丁美洲电子商务巨头</li><li>Sea Limited：不要低估 Garena 的巨大潜力</li></ul>毫无疑问，Sea Limited 不符合价值投资者的股票资格。该股的交易估值较高。尽管增长巨大，但过去 12 个月 (LTM) GAAP EBITDA 利润率仍然为负。一些投资者可能会认为，其估值很大程度上取决于其出色执行收入增长的能力。</blockquote></p><p> Recently, its e-commerce arm, Shopee, expanded further on its penetration into LatAm. We also discussed previously how Shopee's penetration into MercadoLibre's (MELI) home ground has been shaping up. We thought its&nbsp;recent $6.3B capital raise&nbsp;was to help drive its aggressive growth into LatAm mainly. However, the company has other ideas. Shopee recently announced its forays into several key e-commerce markets. These include India, France, Spain, and Poland. These have also been important markets for Amazon (AMZN) and Alibaba (BABA). But, Sea Limited is never afraid of competing against strong incumbents. It unseated Lazada (BABA) on its way to claiming the throne in Southeast Asia. It has also been driving hard against MELI in LatAm.</p><p><blockquote>最近，其电子商务部门Shopee进一步扩大了对拉丁美洲的渗透。我们之前还讨论过 Shopee 如何渗透到 MercadoLibre (MELI) 的主场。我们认为，其最近筹集的 6.3B 美元资金主要是为了帮助推动其在拉丁美洲的积极增长。不过，该公司还有其他想法。Shopee 最近宣布进军几个主要电子商务市场。这些国家包括印度、法国、西班牙和波兰。这些也是亚马逊（AMZN）和阿里巴巴-SW（BABA）的重要市场。但是，Sea Limited从不害怕与强大的现有企业竞争。它在夺取东南亚王位的道路上取代了Lazada（BABA）。它还在拉丁美洲大力反对梅利。</blockquote></p><p> We discuss whether SE stock is a buy as it spreads its dominance across the world.</p><p><blockquote>我们讨论 SE 股票在全球范围内扩大其主导地位时是否值得买入。</blockquote></p><p> <b>SE Stock YTD Performance</b></p><p><blockquote><b>SE 股票年初至今表现</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/612df62f4da522d7951f2b26c3013573\" tg-width=\"640\" tg-height=\"331\" width=\"100%\" height=\"auto\"><span>SE stock YTD performance (as of 22 October 21).</span></p><p><blockquote><p class=\"t-img-caption\"><span>SE股票年初至今表现（截至21年10月22日）。</span></p></blockquote></p><p> SE stock has been on a phenomenal run in 2021 so far. It also suffered from the growth-to-value rotation earlier in the year. However, those dips proved to be transitory, as its upward momentum recovered swiftly. Ever since its last significant dip in May, the stock's momentum has been on a tear. The other minor dips have also proven to be opportunities for investors to add its stock. At the moment, its YTD return has reached 78.5%. It also easily outperformed its peers and the market. SE stock has proven to be an incredible winner against its more prominent peers.</p><p><blockquote>到目前为止，SE 股票在 2021 年表现惊人。今年早些时候，它还遭受了增长到价值的轮动。然而，这些下跌被证明是暂时的，因为其上涨势头迅速恢复。自 5 月份上次大幅下跌以来，该股的势头一直在飙升。其他小幅下跌也被证明是投资者增持股票的机会。目前，其年初至今回报率已达78.5%。它的表现也轻松优于同行和市场。事实证明，与更著名的同行相比，SE 股票是一个令人难以置信的赢家。</blockquote></p><p> <b>Taking Account of Shopee's Aggressive Expansion</b></p><p><blockquote><b>考虑到Shopee的积极扩张</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a0a42178971462228baa427dd13e8a50\" tg-width=\"640\" tg-height=\"395\" width=\"100%\" height=\"auto\"><span>Shopee quarterly GMV. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>Shopee季度GMV。数据来源：公司文件</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a17b899e6e0ed296f07a8cd67524d8f6\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Shopee LTM GMV. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>虾皮LTM GMV。数据来源：公司文件</span></p></blockquote></p><p> Shopee has grown its gross merchandise value (GMV) very aggressively over the past year. At the end of 2020, it posted a GMV of $35.4B. By the end of H1'21, Shopee's LTM GMV reached $48.8B. Thus, its LTM GMV increased by an incredible 37.9% over 2 quarters. However, in our previous article (published on 13 August), we noted that Southeast Asia's top-6 countries' e-commerce GMV for 2020 was estimated at $62B. We also explained that even though the region is estimated to grow by a CAGR of 22.6% by 2025, its largest market, Indonesia, is estimated to experience slower growth. Indonesia's e-commerce market is estimated to grow by a CAGR of 19.1% through 2024.</p><p><blockquote>在过去的一年里，Shopee 的商品总价值 (GMV) 大幅增长。截至 2020 年底，其 GMV 为 $35.4B。到 H1'21 年底，Shopee 的 LTM GMV 达到 $48.8B。因此，其 LTM GMV 在两个季度内增长了令人难以置信的 37.9%。然而，在我们之前的文章（发表于8月13日）中，我们注意到东南亚前6个国家2020年的电子商务GMV估计为62B美元。我们还解释说，尽管该地区预计到2025年复合年增长率将达到22.6%，但其最大市场印度尼西亚的增长预计将放缓。预计到2024年，印度尼西亚的电子商务市场将以19.1%的复合年增长率增长。</blockquote></p><p> In contrast, LatAm is still expected to experience tremendous growth. Its e-commerce market is expected to grow by a CAGR of 28.1% through 2024, with Brazil and Mexico as the region's most important growth markets.</p><p><blockquote>相比之下，拉丁美洲仍有望经历巨大的增长。到2024年，其电子商务市场预计将以28.1%的复合年增长率增长，其中巴西和墨西哥是该地区最重要的增长市场。</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/42242d1e289df1eada6b2e729dc143a7\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>MELI LTM GMV. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>LTM GMV 船。数据来源：公司文件</span></p></blockquote></p><p> MercadoLibre, Inc. has also been expanding rapidly. Its LTM GMV in H1'21 grew by 22% from the end of FY20. It seems to be slower than SE's gangbusters growth momentum. Notwithstanding, its quarterly YoY GMV growth in FQ2'21 reached 39.2%. Hence, MELI's incredible growth momentum doesn't seem to be slowing down. It demonstrates the massive growth opportunities in LatAm's e-commerce market.</p><p><blockquote>MercadoLibre, Inc. 也一直在快速扩张。其 2021 年上半年的 LTM GMV 较 2020 财年末增长了 22%。这似乎比SE的gangbusters增长势头要慢。尽管如此，其 2021 年第二季度 GMV 季度同比增长率达到 39.2%。因此，MELI令人难以置信的增长势头似乎并没有放缓。它展示了拉丁美洲电子商务市场的巨大增长机会。</blockquote></p><p> <b>Sea Limited Understands Its Markets Well Through Garena</b></p><p><blockquote><b>Sea Limited 通过 Garena 深入了解其市场</b></blockquote></p><p> Sea Limited understands LatAm very well through its Garena gaming segment. Its Free Fire (FF) mobile battle-royale game has benefited tremendously from the removal of Fortnite from both the App Store (AAPL) and Google Play (GOOGL) (GOOG). Fortnite has previously been a keen competitor against Garena. With its exclusion from Apple's and Google's apps ecosystem for at least the next five years all but confirmed, Free Fire dominance is here to stay. Investors who don't understand gaming development well often consider FF's success as also its biggest challenge. It thinks FF will be replaced easily by other gaming genres or other games. But, the truth is top-performing games are tough to displace. They become even more entrenched as their users base increase. The barriers to entry to oust the top games are highly challenging. Beyond just the users base, top-quality games development also requires a long lead time.</p><p><blockquote>Sea Limited 通过其 Garena 游戏部门非常了解 LatAm。其 Free Fire (FF) 移动大逃杀游戏从 App Store (AAPL) 和 Google Play (GOOGL) (GOOG) 下架中受益匪浅。堡垒之夜此前一直是Garena的激烈竞争对手。随着它至少在未来五年内被排除在苹果和谷歌的应用生态系统之外，几乎已经确定，Free Fire的主导地位将继续存在。不太了解游戏开发的投资者往往认为FF的成功也是其最大的挑战。它认为FF将很容易被其他游戏类型或其他游戏所取代。但是，事实是表现最好的游戏很难被取代。随着用户群的增加，他们变得更加根深蒂固。驱逐顶级游戏的进入壁垒极具挑战性。除了用户群，高质量的游戏开发也需要很长的准备时间。</blockquote></p><p> Sea Limited has often reminded investors that they think FF is still very early in its life cycle. Worldwide gaming leader Tencent (OTCPK:TCEHY) also emphasized the challenge in developing \"original IPs.\" Tencent emphasized:</p><p><blockquote>Sea Limited经常提醒投资者，他们认为FF仍处于生命周期的早期阶段。全球游戏领导者腾讯控股 (OTCPK:TCEHY) 也强调了开发“原创 IP”的挑战。腾讯控股强调：</blockquote></p><p>   Just one point to add, right. On the gaming side, I think you emphasized [the] point [of] new creation of IPs and true,  <i>is many years before you can see final product.</i>I think if you look at our recent pipeline of games, which we have announced of more than 40 of them, I think it's a combination, right?  <i>Some are original IPs, which would take a very long time to develop.</i>(from Tencent FQ1'21 earnings call)  <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f35c785ce1b4e95696380aa9383423a4\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Mobile games with the highest IAP from January to September 2021. Data source: AppMagic</span></p><p><blockquote>只想补充一点，对吧。在游戏方面，我认为您强调了知识产权的新创造，<i>要过很多年才能看到最终产品。</i>我认为如果你看看我们最近的游戏管道，我们已经宣布了40多款，我认为这是一个组合，对吗？<i>有些是原创IP，需要很长时间来开发。</i>（摘自腾讯控股 2021 年第一季度收益看涨期权）<p class=\"t-img-caption\"><span>2021年1月至9月IAP最高的手机游戏。数据来源：AppMagic</span></p></blockquote></p><p> FF came in 8th in the ranking of mobile games with the highest in-app purchases (IAP) from January to September 2021. However, it's essential to consider that mobile games also have advertising revenue not covered in the IAP ranking.</p><p><blockquote>2021年1月至9月，FF在应用内购买（IAP）最高的手机游戏排名中位列第八。然而，有必要考虑到移动游戏也有IAP排名中没有涵盖的广告收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/db273f87ece18ef3e95fd10a49e60e59\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Garena quarterly revenue. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>Garena 季度收入。数据来源：公司文件</span></p></blockquote></p><p> Garena's revenue surpassed $1.8B in H1'21. Therefore, investors can quickly glean the immense monetization capability of Sea Limited's gaming segment. Notably, Free Fire is very strong in Google Play.</p><p><blockquote>2021 年上半年，Garena 的收入超过 18 亿美元。因此，投资者可以快速收集Sea Limited博彩部门的巨大货币化能力。值得注意的是，Free Fire在Google Play中非常强大。</blockquote></p><p> Based on statistics from Sensor Tower, FF ranked #3 in worldwide downloads in Q3'21. However, the large majority of it stemmed from Android users. The top three markets by downloads in Google Play have consistently been India, Brazil, and Indonesia. Therefore, investors can easily understand why Shopee is targeting LatAm so aggressively. Garena acts not just as a cash flow machine to sustain Shopee's aggressive expansion but also as a flywheel to extend its leadership. Sea Limited has astutely used Garena's leadership's growing influence and financial prowess to expand its ecosystem and sharpen its edge.</p><p><blockquote>根据Sensor Tower的统计数据，FF在2021年第三季度的全球下载量中排名第三。然而，其中绝大多数来自Android用户。Google Play下载量排名前三的市场一直是印度、巴西和印度尼西亚。因此，投资者很容易理解为什么Shopee如此积极地瞄准拉丁美洲。Garena不仅是维持Shopee积极扩张的现金流机器，也是扩大其领导地位的飞轮。Sea Limited 巧妙地利用 Garena 领导层日益增长的影响力和财务实力来扩大其生态系统并提高其优势。</blockquote></p><p> Sensor Tower also highlighted that FF was the highest-grossing shooter game in Q3'21 worldwide. It easily outperformed Call of Duty: Mobile (ATVI) and Tencent's PUBG Mobile.</p><p><blockquote>Sensor Tower还强调，FF是Q3’21全球票房最高的射击游戏。它轻松击败了《看涨期权：使命召唤：移动》（ATVI）和腾讯的《绝地求生》（PUBG Mobile）。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b839c373c6a45c5688b429a8ce803760\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Garena Average revenue per active user. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>Garena 每个活跃用户的平均收入。数据来源：公司文件</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/65e29f1027db894305ea59c0c24ad996\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Garena average revenue per paying user. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>Garena每个付费用户的平均收入。数据来源：公司文件</span></p></blockquote></p><p></p><p> We think investors who are bearish on Garena's prospects don't understand its monetization capabilities and opportunities well. As Garena exceeded $1B in its quarterly revenue, it has also improved its average revenue per user (both paying and active) remarkably. Thus, we can observe a consistent trend of enhanced monetization. Notably, the opportunities to monetize users who are not paying are tremendous. On a per active user basis, its average revenue was just $1.41 in FQ2'21. However, the figure jumped to $11.11 on a per-paying user basis. Therefore, there are massive growth opportunities just by converting users into paying users.</p><p><blockquote>我们认为看跌 Garena 前景的投资者并没有很好地了解其货币化能力和机会。随着 Garena 的季度收入超过 10 亿美元，它的每用户平均收入（包括付费用户和活跃用户）也显着提高。因此，我们可以观察到货币化增强的持续趋势。值得注意的是，将不付费用户货币化的机会是巨大的。按每个活跃用户计算，其在 2021 年第二季度的平均收入仅为 1.41 美元。然而，按付费用户计算，这一数字跃升至11.11美元。因此，仅仅通过将用户转化为付费用户，就有巨大的增长机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a6778158bd4b839472d4755318891fb\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Garena paying users ratio. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>Garena付费用户比例。数据来源：公司文件</span></p></blockquote></p><p> That's precisely what Garena has been doing. The company has been consistently converting its non-paying users into paying ones. As a result, its paying users' ratio reached 12.7% at the latest FQ. We think the best is yet to come for Sea Limited's massive cash cow. There are still plenty of opportunities for Garena to milk its ever-popular FF game.</p><p><blockquote>这正是 Garena 一直在做的事情。该公司一直在将非付费用户转化为付费用户。因此，其付费用户比例在最新财年达到12.7%。我们认为 Sea Limited 的巨额摇钱树最好的还在后头。Garena 仍然有很多机会来榨取其广受欢迎的 FF 游戏。</blockquote></p><p> <b>So, is Sea Stock a Buy Now?</b></p><p><blockquote><b>那么，Sea 股票现在值得买入吗？</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/146f95a386f24736b4f64df978686494\" tg-width=\"640\" tg-height=\"384\" width=\"100%\" height=\"auto\"><span>Sea stock EV/NTM Rev valuation trend.</span></p><p><blockquote><p class=\"t-img-caption\"><span>Sea 股票 EV/NTM Rev 估值趋势。</span></p></blockquote></p><p> Sea Stock is currently trading at an EV/NTM Rev of 16.2x. Compared to its 1Y mean of 15.9x, Sea stock may seem to be fairly valued now. Our members in the service have also added Sea stock at the recent September/October retracement. We saw the opportunity to add SE stock at a reasonable margin of safety. Therefore, our members already have a decent buffer from its current price as of now. If readers choose to add SE stock now, you should understand that you are adding it at fair value. Therefore, you might not have the margin of safety that we often espouse for high-growth stocks.</p><p><blockquote>Sea 股票目前的 EV/NTM 转速为 16.2 倍。与 15.9 倍的 1 年平均水平相比，Sea 股票现在的估值似乎相当合理。我们的服务成员还在最近的 9 月/10 月回撤中增加了 Sea 股票。我们看到了以合理的安全边际增加 SE 股票的机会。因此，到目前为止，我们的会员已经从目前的价格中获得了可观的缓冲。如果读者现在选择添加SE股票，您应该明白您是以公允价值添加的。因此，您可能没有我们通常支持的高增长股票的安全边际。</blockquote></p><p> Nevertheless, we are still optimistic about SE's long-term growth potential and<i>will rate the stock at Buy</i>.</p><p><blockquote>尽管如此，我们仍然看好SE的长期增长潜力和<i>将该股评级为买入</i>.</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4461692-sea-limited-spreading-its-e-commerce-tentacles-is-sea-stock-a-buy\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4461692-sea-limited-spreading-its-e-commerce-tentacles-is-sea-stock-a-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108996887","content_text":"Summary\n\nSea Limited is the preeminent Internet company headquartered in Singapore. It has posted gangbusters growth over the past couple of years.\nThe company continues to sharpen its edge in mobile gaming. It has also penetrated more markets beyond Southeast Asia.\nWe discuss whether Sea stock still presents a reasonable opportunity to add for investors now.\n\nfranckreporter/E+ via Getty Images\nInvestment Thesis\nSea Limited (SE) is one of the highest conviction holdings in our growth portfolio. SE stock is one of those stocks that we have consistently added on significant dips previously. It has been a phenomenal outperformer for us over the last couple of years. We have never pared down our holdings and also added the stock at appropriate times.\nWe have also covered the stock extensively. For investors who are new to Sea Limited, you can refer to our recent articles for a deeper dive:\n\nIs Sea Limited Stock A Good Buy For The Long-Term?\nMercadoLibre Vs. Sea Limited: Southeast Asia's Finest Takes On LatAm's E-Commerce Behemoth\nSea Limited: Don't Underrate Garena's Tremendous Potential\n\nWithout a doubt, Sea Limited does not qualify as a stock for value investors. The stock is trading at a premium valuation. It still reports negative last-twelve-months (LTM) GAAP EBITDA margins despite its massive growth. Some investors can argue that much of its valuation is predicated on its ability to execute its revenue growth excellently.\nRecently, its e-commerce arm, Shopee, expanded further on its penetration into LatAm. We also discussed previously how Shopee's penetration into MercadoLibre's (MELI) home ground has been shaping up. We thought its recent $6.3B capital raise was to help drive its aggressive growth into LatAm mainly. However, the company has other ideas. Shopee recently announced its forays into several key e-commerce markets. These include India, France, Spain, and Poland. These have also been important markets for Amazon (AMZN) and Alibaba (BABA). But, Sea Limited is never afraid of competing against strong incumbents. It unseated Lazada (BABA) on its way to claiming the throne in Southeast Asia. It has also been driving hard against MELI in LatAm.\nWe discuss whether SE stock is a buy as it spreads its dominance across the world.\nSE Stock YTD Performance\nSE stock YTD performance (as of 22 October 21).\nSE stock has been on a phenomenal run in 2021 so far. It also suffered from the growth-to-value rotation earlier in the year. However, those dips proved to be transitory, as its upward momentum recovered swiftly. Ever since its last significant dip in May, the stock's momentum has been on a tear. The other minor dips have also proven to be opportunities for investors to add its stock. At the moment, its YTD return has reached 78.5%. It also easily outperformed its peers and the market. SE stock has proven to be an incredible winner against its more prominent peers.\nTaking Account of Shopee's Aggressive Expansion\nShopee quarterly GMV. Data source: Company filings\nShopee LTM GMV. Data source: Company filings\nShopee has grown its gross merchandise value (GMV) very aggressively over the past year. At the end of 2020, it posted a GMV of $35.4B. By the end of H1'21, Shopee's LTM GMV reached $48.8B. Thus, its LTM GMV increased by an incredible 37.9% over 2 quarters. However, in our previous article (published on 13 August), we noted that Southeast Asia's top-6 countries' e-commerce GMV for 2020 was estimated at $62B. We also explained that even though the region is estimated to grow by a CAGR of 22.6% by 2025, its largest market, Indonesia, is estimated to experience slower growth. Indonesia's e-commerce market is estimated to grow by a CAGR of 19.1% through 2024.\nIn contrast, LatAm is still expected to experience tremendous growth. Its e-commerce market is expected to grow by a CAGR of 28.1% through 2024, with Brazil and Mexico as the region's most important growth markets.\nMELI LTM GMV. Data source: Company filings\nMercadoLibre, Inc. has also been expanding rapidly. Its LTM GMV in H1'21 grew by 22% from the end of FY20. It seems to be slower than SE's gangbusters growth momentum. Notwithstanding, its quarterly YoY GMV growth in FQ2'21 reached 39.2%. Hence, MELI's incredible growth momentum doesn't seem to be slowing down. It demonstrates the massive growth opportunities in LatAm's e-commerce market.\nSea Limited Understands Its Markets Well Through Garena\nSea Limited understands LatAm very well through its Garena gaming segment. Its Free Fire (FF) mobile battle-royale game has benefited tremendously from the removal of Fortnite from both the App Store (AAPL) and Google Play (GOOGL) (GOOG). Fortnite has previously been a keen competitor against Garena. With its exclusion from Apple's and Google's apps ecosystem for at least the next five years all but confirmed, Free Fire dominance is here to stay. Investors who don't understand gaming development well often consider FF's success as also its biggest challenge. It thinks FF will be replaced easily by other gaming genres or other games. But, the truth is top-performing games are tough to displace. They become even more entrenched as their users base increase. The barriers to entry to oust the top games are highly challenging. Beyond just the users base, top-quality games development also requires a long lead time.\nSea Limited has often reminded investors that they think FF is still very early in its life cycle. Worldwide gaming leader Tencent (OTCPK:TCEHY) also emphasized the challenge in developing \"original IPs.\" Tencent emphasized:\n\n Just one point to add, right. On the gaming side, I think you emphasized [the] point [of] new creation of IPs and true,\n is many years before you can see final product.I think if you look at our recent pipeline of games, which we have announced of more than 40 of them, I think it's a combination, right?\n Some are original IPs, which would take a very long time to develop.(from Tencent FQ1'21 earnings call)\n\nMobile games with the highest IAP from January to September 2021. Data source: AppMagic\nFF came in 8th in the ranking of mobile games with the highest in-app purchases (IAP) from January to September 2021. However, it's essential to consider that mobile games also have advertising revenue not covered in the IAP ranking.\nGarena quarterly revenue. Data source: Company filings\nGarena's revenue surpassed $1.8B in H1'21. Therefore, investors can quickly glean the immense monetization capability of Sea Limited's gaming segment. Notably, Free Fire is very strong in Google Play.\nBased on statistics from Sensor Tower, FF ranked #3 in worldwide downloads in Q3'21. However, the large majority of it stemmed from Android users. The top three markets by downloads in Google Play have consistently been India, Brazil, and Indonesia. Therefore, investors can easily understand why Shopee is targeting LatAm so aggressively. Garena acts not just as a cash flow machine to sustain Shopee's aggressive expansion but also as a flywheel to extend its leadership. Sea Limited has astutely used Garena's leadership's growing influence and financial prowess to expand its ecosystem and sharpen its edge.\nSensor Tower also highlighted that FF was the highest-grossing shooter game in Q3'21 worldwide. It easily outperformed Call of Duty: Mobile (ATVI) and Tencent's PUBG Mobile.\nGarena Average revenue per active user. Data source: Company filings\nGarena average revenue per paying user. Data source: Company filings\nWe think investors who are bearish on Garena's prospects don't understand its monetization capabilities and opportunities well. As Garena exceeded $1B in its quarterly revenue, it has also improved its average revenue per user (both paying and active) remarkably. Thus, we can observe a consistent trend of enhanced monetization. Notably, the opportunities to monetize users who are not paying are tremendous. On a per active user basis, its average revenue was just $1.41 in FQ2'21. However, the figure jumped to $11.11 on a per-paying user basis. Therefore, there are massive growth opportunities just by converting users into paying users.\nGarena paying users ratio. Data source: Company filings\nThat's precisely what Garena has been doing. The company has been consistently converting its non-paying users into paying ones. As a result, its paying users' ratio reached 12.7% at the latest FQ. We think the best is yet to come for Sea Limited's massive cash cow. There are still plenty of opportunities for Garena to milk its ever-popular FF game.\nSo, is Sea Stock a Buy Now?\nSea stock EV/NTM Rev valuation trend.\nSea Stock is currently trading at an EV/NTM Rev of 16.2x. Compared to its 1Y mean of 15.9x, Sea stock may seem to be fairly valued now. Our members in the service have also added Sea stock at the recent September/October retracement. We saw the opportunity to add SE stock at a reasonable margin of safety. Therefore, our members already have a decent buffer from its current price as of now. If readers choose to add SE stock now, you should understand that you are adding it at fair value. Therefore, you might not have the margin of safety that we often espouse for high-growth stocks.\nNevertheless, we are still optimistic about SE's long-term growth potential andwill rate the stock at Buy.","news_type":1,"symbols_score_info":{"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":1131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853602531,"gmtCreate":1634795347519,"gmtModify":1634795501381,"author":{"id":"3582010679449465","authorId":"3582010679449465","name":"ym80","avatar":"https://static.tigerbbs.com/f75a7eda8cb8b79563386243750d3227","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582010679449465","authorIdStr":"3582010679449465"},"themes":[],"title":"","htmlText":"👍🏼","listText":"👍🏼","text":"👍🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/853602531","repostId":"1132338087","repostType":4,"repost":{"id":"1132338087","kind":"news","pubTimestamp":1634787362,"share":"https://www.laohunote.com/m/news/1132338087?lang=zh_CN&edition=full","pubTime":"2021-10-21 11:36","market":"us","language":"en","title":"Tesla’s earnings show is more cautious — and yes, boring — without Elon around<blockquote>特斯拉的财报在没有埃隆的情况下更加谨慎--是的，也更加无聊</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1132338087","media":"MarketWatch","summary":"Tesla Inc. was more cautious Wednesday in both its shareholder letter and its conference call, its f","content":"<p>Tesla Inc. was more cautious Wednesday in both its shareholder letter and its conference call, its first since Chief Executive Elon Musk bowed out of the quarterly earnings show, and it may have cost the stock.</p><p><blockquote>特斯拉周三在其股东信和电话会议中都更加谨慎，这是自首席执行官埃隆·马斯克退出季度财报电话会议以来的首次，这可能会导致该股下跌。</blockquote></p><p> The electric-vehicle maker reported record third-quarter earnings and revenue Wednesday, but shares still declined 1.6% in after-hours trading. Tesla disclosed that chip shortages, port congestion and other supply-chain issues were hurting its ability to make as many cars as it could sell, and toned down its forecasts language. Tesla’s revenue of $13.8 billion came in a bit shy of analysts’ estimates of $14 billion.</p><p><blockquote>这家电动汽车制造商周三公布了创纪录的第三季度盈利和收入，但股价在盘后交易中仍下跌 1.6%。特斯拉透露，芯片短缺、港口拥堵和其他供应链问题正在损害其生产尽可能多的汽车的能力，并淡化了其预测语言。特斯拉的营收为 138 亿美元，略低于分析师预期的 140 亿美元。</blockquote></p><p> Tesla also removed a clause that had led investors to believe 2021 would be an outlier growth year, when it stated previously: “In some years it may grow faster, which we expect to be the case in 2021.”</p><p><blockquote>特斯拉还删除了一项条款，该条款曾导致投资者认为 2021 年将是一个异常增长的年份： “在某些年份，它可能会增长得更快，我们预计 2021 年将是这种情况”。</blockquote></p><p> “It’s important to note while we have roughly doubled deliveries year to date, this has been exceptionally difficult to achieve,” said Tesla&nbsp;Chief Financial Officer Zachary Kirkhorn, who took over as the main executive in Tesla’s earnings call after Musk bowed out last quarter.</p><p><blockquote>“特斯拉首席财务官扎卡里-柯克霍恩（Zachary Kirkhorn）说：”值得注意的是，虽然今年迄今为止我们的交付量大约翻了一番，但要实现这一目标却异常困难。</blockquote></p><p> When asked by investors what the company’s goal was for production capacity, Kirkhorn said Tesla seeks to increase growth by 50%, but wisely couched that goal in a way that Musk rarely does.</p><p><blockquote>当投资者问及公司的产能目标是什么时，柯克霍恩说，特斯拉寻求将增长率提高 50%，但明智地以马斯克很少这样做的方式表达了这一目标。</blockquote></p><p> “There may be some periods of time which we’re ahead of that. There could be some periods of time despite our best efforts where we’re slightly lower than that,” he said. “But that remains the long-term goal of the company.”</p><p><blockquote>“在某些时期，我们可能会领先。尽管我们尽了最大努力，但在某些时期，我们可能会略低于这个水平，”他说。“但这仍然是公司的长期目标”。</blockquote></p><p> Gone from the quarterly call were the often outlandish predictions by Musk, such as his infamous prediction for 1 million Teslas as self-driving robotaxis in 2020 and his forecasts for production targets that were frequently missed.</p><p><blockquote>季度看涨期权中消失的是马斯克经常古怪的预测，例如他臭名昭著的 2020 年自动驾驶机器人出租车将有 100 万辆特斯拉，以及他对生产目标的预测经常被错过。</blockquote></p><p> Instead, the more staid call, with what seemed like a few more questions from Wall Street analysts, included more discussion of operating margins, but it also included comments on some small changes to the CyberTruck, and a statement that Tesla is looking to launch it late next year. When asked about the increased regulatory scrutiny of “Full Self-Driving” mode, Kirkhorn said there are regulatory inquiries all the time, and followed up with some bland corporate speak: “We expect and embrace the scrutiny of the products and know the truth about their performance and innovations our products have will ultimately be all that matters.”</p><p><blockquote>相反，更加沉稳的看涨期权似乎提出了更多华尔街分析师的问题，其中包括更多关于营业利润率的讨论，但也包括对 CyberTruck 一些小改动的评论，以及特斯拉正在寻求推出的声明明年年底。当被问及监管机构对 “全自动驾驶 ”模式的审查力度加大时，柯克霍恩说，监管机构的询问一直在进行，随后又说了一些平淡无奇的企业讲话： “我们期待并接受对产品的审查，并知道产品性能和创新的真相，最终才是最重要的”。</blockquote></p><p> Tesla also did not give specific revenue guidance for this year.</p><p><blockquote>特斯拉也没有给出今年的具体营收指引。</blockquote></p><p> Investors seemed to be disappointed with the company’s manufacturing constraints or the more staid nature of the comments. In after-hours trading, shares of Tesla slipped about $14, or nearly 2%, as the call continued on. While they are likely better off without the often fantastic pronouncements and over-promising comments by the controversial Musk, investors definitely felt his absence today.</p><p><blockquote>投资者似乎对该公司的制造限制或评论中较为沉稳的性质感到失望。在盘后交易中，随着看涨期权的继续，特斯拉股价下跌约 14 美元，跌幅近 2%。虽然如果没有备受争议的马斯克经常发表精彩的声明和过于乐观的评论，他们可能会过得更好，但投资者今天肯定感受到了他的缺席。</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>Tesla’s earnings show is more cautious — and yes, boring — without Elon around<blockquote>特斯拉的财报在没有埃隆的情况下更加谨慎--是的，也更加无聊</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\">\nTesla’s earnings show is more cautious — and yes, boring — without Elon around<blockquote>特斯拉的财报在没有埃隆的情况下更加谨慎--是的，也更加无聊</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-10-21 11:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Tesla Inc. was more cautious Wednesday in both its shareholder letter and its conference call, its first since Chief Executive Elon Musk bowed out of the quarterly earnings show, and it may have cost the stock.</p><p><blockquote>特斯拉周三在其股东信和电话会议中都更加谨慎，这是自首席执行官埃隆·马斯克退出季度财报电话会议以来的首次，这可能会导致该股下跌。</blockquote></p><p> The electric-vehicle maker reported record third-quarter earnings and revenue Wednesday, but shares still declined 1.6% in after-hours trading. Tesla disclosed that chip shortages, port congestion and other supply-chain issues were hurting its ability to make as many cars as it could sell, and toned down its forecasts language. Tesla’s revenue of $13.8 billion came in a bit shy of analysts’ estimates of $14 billion.</p><p><blockquote>这家电动汽车制造商周三公布了创纪录的第三季度盈利和收入，但股价在盘后交易中仍下跌 1.6%。特斯拉透露，芯片短缺、港口拥堵和其他供应链问题正在损害其生产尽可能多的汽车的能力，并淡化了其预测语言。特斯拉的营收为 138 亿美元，略低于分析师预期的 140 亿美元。</blockquote></p><p> Tesla also removed a clause that had led investors to believe 2021 would be an outlier growth year, when it stated previously: “In some years it may grow faster, which we expect to be the case in 2021.”</p><p><blockquote>特斯拉还删除了一项条款，该条款曾导致投资者认为 2021 年将是一个异常增长的年份： “在某些年份，它可能会增长得更快，我们预计 2021 年将是这种情况”。</blockquote></p><p> “It’s important to note while we have roughly doubled deliveries year to date, this has been exceptionally difficult to achieve,” said Tesla&nbsp;Chief Financial Officer Zachary Kirkhorn, who took over as the main executive in Tesla’s earnings call after Musk bowed out last quarter.</p><p><blockquote>“特斯拉首席财务官扎卡里-柯克霍恩（Zachary Kirkhorn）说：”值得注意的是，虽然今年迄今为止我们的交付量大约翻了一番，但要实现这一目标却异常困难。</blockquote></p><p> When asked by investors what the company’s goal was for production capacity, Kirkhorn said Tesla seeks to increase growth by 50%, but wisely couched that goal in a way that Musk rarely does.</p><p><blockquote>当投资者问及公司的产能目标是什么时，柯克霍恩说，特斯拉寻求将增长率提高 50%，但明智地以马斯克很少这样做的方式表达了这一目标。</blockquote></p><p> “There may be some periods of time which we’re ahead of that. There could be some periods of time despite our best efforts where we’re slightly lower than that,” he said. “But that remains the long-term goal of the company.”</p><p><blockquote>“在某些时期，我们可能会领先。尽管我们尽了最大努力，但在某些时期，我们可能会略低于这个水平，”他说。“但这仍然是公司的长期目标”。</blockquote></p><p> Gone from the quarterly call were the often outlandish predictions by Musk, such as his infamous prediction for 1 million Teslas as self-driving robotaxis in 2020 and his forecasts for production targets that were frequently missed.</p><p><blockquote>季度看涨期权中消失的是马斯克经常古怪的预测，例如他臭名昭著的 2020 年自动驾驶机器人出租车将有 100 万辆特斯拉，以及他对生产目标的预测经常被错过。</blockquote></p><p> Instead, the more staid call, with what seemed like a few more questions from Wall Street analysts, included more discussion of operating margins, but it also included comments on some small changes to the CyberTruck, and a statement that Tesla is looking to launch it late next year. When asked about the increased regulatory scrutiny of “Full Self-Driving” mode, Kirkhorn said there are regulatory inquiries all the time, and followed up with some bland corporate speak: “We expect and embrace the scrutiny of the products and know the truth about their performance and innovations our products have will ultimately be all that matters.”</p><p><blockquote>相反，更加沉稳的看涨期权似乎提出了更多华尔街分析师的问题，其中包括更多关于营业利润率的讨论，但也包括对 CyberTruck 一些小改动的评论，以及特斯拉正在寻求推出的声明明年年底。当被问及监管机构对 “全自动驾驶 ”模式的审查力度加大时，柯克霍恩说，监管机构的询问一直在进行，随后又说了一些平淡无奇的企业讲话： “我们期待并接受对产品的审查，并知道产品性能和创新的真相，最终才是最重要的”。</blockquote></p><p> Tesla also did not give specific revenue guidance for this year.</p><p><blockquote>特斯拉也没有给出今年的具体营收指引。</blockquote></p><p> Investors seemed to be disappointed with the company’s manufacturing constraints or the more staid nature of the comments. In after-hours trading, shares of Tesla slipped about $14, or nearly 2%, as the call continued on. While they are likely better off without the often fantastic pronouncements and over-promising comments by the controversial Musk, investors definitely felt his absence today.</p><p><blockquote>投资者似乎对该公司的制造限制或评论中较为沉稳的性质感到失望。在盘后交易中，随着看涨期权的继续，特斯拉股价下跌约 14 美元，跌幅近 2%。虽然如果没有备受争议的马斯克经常发表精彩的声明和过于乐观的评论，他们可能会过得更好，但投资者今天肯定感受到了他的缺席。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/teslas-earnings-show-is-more-cautious-and-yes-boring-without-elon-around-11634779650?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"},"source_url":"https://www.marketwatch.com/story/teslas-earnings-show-is-more-cautious-and-yes-boring-without-elon-around-11634779650?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132338087","content_text":"Tesla Inc. was more cautious Wednesday in both its shareholder letter and its conference call, its first since Chief Executive Elon Musk bowed out of the quarterly earnings show, and it may have cost the stock.\nThe electric-vehicle maker reported record third-quarter earnings and revenue Wednesday, but shares still declined 1.6% in after-hours trading. Tesla disclosed that chip shortages, port congestion and other supply-chain issues were hurting its ability to make as many cars as it could sell, and toned down its forecasts language. Tesla’s revenue of $13.8 billion came in a bit shy of analysts’ estimates of $14 billion.\nTesla also removed a clause that had led investors to believe 2021 would be an outlier growth year, when it stated previously: “In some years it may grow faster, which we expect to be the case in 2021.”\n“It’s important to note while we have roughly doubled deliveries year to date, this has been exceptionally difficult to achieve,” said Tesla Chief Financial Officer Zachary Kirkhorn, who took over as the main executive in Tesla’s earnings call after Musk bowed out last quarter.\nWhen asked by investors what the company’s goal was for production capacity, Kirkhorn said Tesla seeks to increase growth by 50%, but wisely couched that goal in a way that Musk rarely does.\n“There may be some periods of time which we’re ahead of that. There could be some periods of time despite our best efforts where we’re slightly lower than that,” he said. “But that remains the long-term goal of the company.”\nGone from the quarterly call were the often outlandish predictions by Musk, such as his infamous prediction for 1 million Teslas as self-driving robotaxis in 2020 and his forecasts for production targets that were frequently missed.\nInstead, the more staid call, with what seemed like a few more questions from Wall Street analysts, included more discussion of operating margins, but it also included comments on some small changes to the CyberTruck, and a statement that Tesla is looking to launch it late next year. When asked about the increased regulatory scrutiny of “Full Self-Driving” mode, Kirkhorn said there are regulatory inquiries all the time, and followed up with some bland corporate speak: “We expect and embrace the scrutiny of the products and know the truth about their performance and innovations our products have will ultimately be all that matters.”\nTesla also did not give specific revenue guidance for this year.\nInvestors seemed to be disappointed with the company’s manufacturing constraints or the more staid nature of the comments. In after-hours trading, shares of Tesla slipped about $14, or nearly 2%, as the call continued on. While they are likely better off without the often fantastic pronouncements and over-promising comments by the controversial Musk, investors definitely felt his absence today.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1076,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":859370552,"gmtCreate":1634659553609,"gmtModify":1634659553883,"author":{"id":"3582010679449465","authorId":"3582010679449465","name":"ym80","avatar":"https://static.tigerbbs.com/f75a7eda8cb8b79563386243750d3227","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582010679449465","authorIdStr":"3582010679449465"},"themes":[],"title":"","htmlText":"😀","listText":"😀","text":"😀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/859370552","repostId":"1113211293","repostType":4,"isVote":1,"tweetType":1,"viewCount":1050,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":850883265,"gmtCreate":1634571018203,"gmtModify":1634571018460,"author":{"id":"3582010679449465","authorId":"3582010679449465","name":"ym80","avatar":"https://static.tigerbbs.com/f75a7eda8cb8b79563386243750d3227","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582010679449465","authorIdStr":"3582010679449465"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/850883265","repostId":"2175146758","repostType":2,"isVote":1,"tweetType":1,"viewCount":1082,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":825662821,"gmtCreate":1634222378613,"gmtModify":1634222378684,"author":{"id":"3582010679449465","authorId":"3582010679449465","name":"ym80","avatar":"https://static.tigerbbs.com/f75a7eda8cb8b79563386243750d3227","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582010679449465","authorIdStr":"3582010679449465"},"themes":[],"title":"","htmlText":"Snap...","listText":"Snap...","text":"Snap...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/825662821","repostId":"1190838949","repostType":4,"repost":{"id":"1190838949","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":1634221403,"share":"https://www.laohunote.com/m/news/1190838949?lang=zh_CN&edition=full","pubTime":"2021-10-14 22:23","market":"us","language":"en","title":"Plug Power's stock pulls back to snap long win streak after unveiling highlights of annual Symposium<blockquote>在公布年度研讨会亮点后，Plug Power 的股价回落至snap长期连胜</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1190838949","media":"Tiger Newspress","summary":"In an apparent case of buy the rumor, sell the news, shares of Plug Power Inc. pulled back 4.5% in m","content":"<p>In an apparent case of buy the rumor, sell the news, shares of Plug Power Inc.&nbsp;pulled back 4.5% in morning trading, putting them on track to snap a seven-day win streak, after the after the hydrogen and fuel-cell systems company unveiled some highlights of its much-anticipated annual Symposium. The stock had soared 12.8% on Wednesday,after a Morgan Stanley upgrade, and had soared 38% over the past seven days. The company said it now expects 2022 sales of $825 million to $850 million, which is above the FactSet consensus of $759.7 million. Plug also established 2025 sales guidance of $3 billion, which compares with the current FactSet consensus of $2.22 billion. Among other highlights, Plug said it was partnering with Fortescue Future Industries to form a 50-50 joint venture to build a gigafactory in Australia, entered into an agreement to buy liquified hydrogen transportation company Cryo Technologies and confirmed plans to generate 500 tons per day of liquid green hydrogen by the end of 2025. The stock has run up 21.0% over the past three months, while the S&amp;P 500&nbsp;has gained 1.1%.</p><p><blockquote>在一个明显的“买谣言，卖新闻”的例子中，普拉格能源公司的股价在早盘交易中回落了 4.5%，使其有望在snap取得七连胜，此前这家氢和燃料电池系统公司公布了一些亮点备受期待的年度研讨会。在摩根士丹利上调评级后，该股周三飙升 12.8%，过去 7 天内飙升 38%。该公司表示，目前预计 2022 年销售额为 8.25 亿至 8.5 亿美元，高于 FactSet 共识的 7.597 亿美元。Plug 还制定了 2025 年 30 亿美元的销售指导，而 FactSet 目前的共识为 22.2 亿美元。除其他亮点外，Plug 表示正在与 Fortescue Future Industries 合作，组建一家 50-50 的合资企业，在澳大利亚建造一座超级工厂，达成协议收购液化氢运输公司 Cryo Technologies，并确认计划到 2025 年底每天生产 500 吨液态绿色氢。过去三个月，该股上涨了 21.0%，而标普500则上涨了 1.1%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4e6739025ca0506c36f68525a8a659af\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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>Plug Power's stock pulls back to snap long win streak after unveiling highlights of annual Symposium<blockquote>在公布年度研讨会亮点后，Plug Power 的股价回落至snap长期连胜</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\">\nPlug Power's stock pulls back to snap long win streak after unveiling highlights of annual Symposium<blockquote>在公布年度研讨会亮点后，Plug Power 的股价回落至snap长期连胜</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-10-14 22:23</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>In an apparent case of buy the rumor, sell the news, shares of Plug Power Inc.&nbsp;pulled back 4.5% in morning trading, putting them on track to snap a seven-day win streak, after the after the hydrogen and fuel-cell systems company unveiled some highlights of its much-anticipated annual Symposium. The stock had soared 12.8% on Wednesday,after a Morgan Stanley upgrade, and had soared 38% over the past seven days. The company said it now expects 2022 sales of $825 million to $850 million, which is above the FactSet consensus of $759.7 million. Plug also established 2025 sales guidance of $3 billion, which compares with the current FactSet consensus of $2.22 billion. Among other highlights, Plug said it was partnering with Fortescue Future Industries to form a 50-50 joint venture to build a gigafactory in Australia, entered into an agreement to buy liquified hydrogen transportation company Cryo Technologies and confirmed plans to generate 500 tons per day of liquid green hydrogen by the end of 2025. The stock has run up 21.0% over the past three months, while the S&amp;P 500&nbsp;has gained 1.1%.</p><p><blockquote>在一个明显的“买谣言，卖新闻”的例子中，普拉格能源公司的股价在早盘交易中回落了 4.5%，使其有望在snap取得七连胜，此前这家氢和燃料电池系统公司公布了一些亮点备受期待的年度研讨会。在摩根士丹利上调评级后，该股周三飙升 12.8%，过去 7 天内飙升 38%。该公司表示，目前预计 2022 年销售额为 8.25 亿至 8.5 亿美元，高于 FactSet 共识的 7.597 亿美元。Plug 还制定了 2025 年 30 亿美元的销售指导，而 FactSet 目前的共识为 22.2 亿美元。除其他亮点外，Plug 表示正在与 Fortescue Future Industries 合作，组建一家 50-50 的合资企业，在澳大利亚建造一座超级工厂，达成协议收购液化氢运输公司 Cryo Technologies，并确认计划到 2025 年底每天生产 500 吨液态绿色氢。过去三个月，该股上涨了 21.0%，而标普500则上涨了 1.1%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4e6739025ca0506c36f68525a8a659af\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLUG":"普拉格能源"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190838949","content_text":"In an apparent case of buy the rumor, sell the news, shares of Plug Power Inc. pulled back 4.5% in morning trading, putting them on track to snap a seven-day win streak, after the after the hydrogen and fuel-cell systems company unveiled some highlights of its much-anticipated annual Symposium. The stock had soared 12.8% on Wednesday,after a Morgan Stanley upgrade, and had soared 38% over the past seven days. The company said it now expects 2022 sales of $825 million to $850 million, which is above the FactSet consensus of $759.7 million. Plug also established 2025 sales guidance of $3 billion, which compares with the current FactSet consensus of $2.22 billion. Among other highlights, Plug said it was partnering with Fortescue Future Industries to form a 50-50 joint venture to build a gigafactory in Australia, entered into an agreement to buy liquified hydrogen transportation company Cryo Technologies and confirmed plans to generate 500 tons per day of liquid green hydrogen by the end of 2025. The stock has run up 21.0% over the past three months, while the S&P 500 has gained 1.1%.","news_type":1,"symbols_score_info":{"PLUG":0.9}},"isVote":1,"tweetType":1,"viewCount":1089,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828599867,"gmtCreate":1633921254782,"gmtModify":1633921254849,"author":{"id":"3582010679449465","authorId":"3582010679449465","name":"ym80","avatar":"https://static.tigerbbs.com/f75a7eda8cb8b79563386243750d3227","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582010679449465","authorIdStr":"3582010679449465"},"themes":[],"title":"","htmlText":"Fly!!!","listText":"Fly!!!","text":"Fly!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/828599867","repostId":"1143168499","repostType":4,"repost":{"id":"1143168499","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":1633919503,"share":"https://www.laohunote.com/m/news/1143168499?lang=zh_CN&edition=full","pubTime":"2021-10-11 10:31","market":"sg","language":"en","title":"Singapore Airlines shares rose more than 8% in morning trading<blockquote>新加坡航空股价早盘上涨逾8%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1143168499","media":"Tiger Newspress","summary":"SINGAPORE shares started the week higher on Monday, as the Republic announced it would open travel l","content":"<p>SINGAPORE shares started the week higher on Monday, as the Republic announced it would open travel lanes for vaccinated individuals from more countries,&nbsp;despite tightening rules for the unvaccinated.</p><p><blockquote>新加坡股市周一开盘走高，尽管对未接种疫苗者的规定更加严格，但新加坡宣布将为来自更多国家的接种疫苗者开放旅行通道。</blockquote></p><p> Singapore Airlines&nbsp;was also actively traded, with 5.1 million shares worth S$27.9 million changing hands. The counter jumped&nbsp;8.38%&nbsp;to S$5.56.</p><p><blockquote>新加坡航空公司的交易也很活跃，510万股股票易手，价值2790万新元。柜台上涨8.38%至5.56新元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d505007cdebdf08df7bd687485879d1a\" tg-width=\"877\" tg-height=\"588\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> On Saturday, Singapore announced that it would&nbsp;expand its Vaccinated Travel Lane scheme&nbsp;to an additional nine countries, allowing fully vaccinated travellers from Singapore and these nations to enjoy quarantine-free travel both ways.</p><p><blockquote>周六，新加坡宣布将把其疫苗接种旅行通道计划扩大到另外九个国家，允许来自新加坡和这些国家的完全接种疫苗的旅客双向享受免检疫旅行。</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>Singapore Airlines shares rose more than 8% in morning trading<blockquote>新加坡航空股价早盘上涨逾8%</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\">\nSingapore Airlines shares rose more than 8% in morning trading<blockquote>新加坡航空股价早盘上涨逾8%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-10-11 10:31</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>SINGAPORE shares started the week higher on Monday, as the Republic announced it would open travel lanes for vaccinated individuals from more countries,&nbsp;despite tightening rules for the unvaccinated.</p><p><blockquote>新加坡股市周一开盘走高，尽管对未接种疫苗者的规定更加严格，但新加坡宣布将为来自更多国家的接种疫苗者开放旅行通道。</blockquote></p><p> Singapore Airlines&nbsp;was also actively traded, with 5.1 million shares worth S$27.9 million changing hands. The counter jumped&nbsp;8.38%&nbsp;to S$5.56.</p><p><blockquote>新加坡航空公司的交易也很活跃，510万股股票易手，价值2790万新元。柜台上涨8.38%至5.56新元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d505007cdebdf08df7bd687485879d1a\" tg-width=\"877\" tg-height=\"588\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> On Saturday, Singapore announced that it would&nbsp;expand its Vaccinated Travel Lane scheme&nbsp;to an additional nine countries, allowing fully vaccinated travellers from Singapore and these nations to enjoy quarantine-free travel both ways.</p><p><blockquote>周六，新加坡宣布将把其疫苗接种旅行通道计划扩大到另外九个国家，允许来自新加坡和这些国家的完全接种疫苗的旅客双向享受免检疫旅行。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"C6L.SI":"新加坡航空公司"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143168499","content_text":"SINGAPORE shares started the week higher on Monday, as the Republic announced it would open travel lanes for vaccinated individuals from more countries, despite tightening rules for the unvaccinated.\nSingapore Airlines was also actively traded, with 5.1 million shares worth S$27.9 million changing hands. The counter jumped 8.38% to S$5.56.\n\nOn Saturday, Singapore announced that it would expand its Vaccinated Travel Lane scheme to an additional nine countries, allowing fully vaccinated travellers from Singapore and these nations to enjoy quarantine-free travel both ways.","news_type":1,"symbols_score_info":{"C6L.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":1366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823968515,"gmtCreate":1633572274690,"gmtModify":1633572274871,"author":{"id":"3582010679449465","authorId":"3582010679449465","name":"ym80","avatar":"https://static.tigerbbs.com/f75a7eda8cb8b79563386243750d3227","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582010679449465","authorIdStr":"3582010679449465"},"themes":[],"title":"","htmlText":"Yay...","listText":"Yay...","text":"Yay...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/823968515","repostId":"1129967418","repostType":4,"isVote":1,"tweetType":1,"viewCount":1553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864151186,"gmtCreate":1633077205225,"gmtModify":1633082604770,"author":{"id":"3582010679449465","authorId":"3582010679449465","name":"ym80","avatar":"https://static.tigerbbs.com/f75a7eda8cb8b79563386243750d3227","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582010679449465","authorIdStr":"3582010679449465"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$XPeng Inc.(XPEV)$</a>https://www.laohu8.com/m/news/2172680952?lang=en_US&amp;invite=JBX3R0","listText":"<a href=\"https://laohu8.com/S/XPEV\">$XPeng Inc.(XPEV)$</a>https://www.laohu8.com/m/news/2172680952?lang=en_US&amp;invite=JBX3R0","text":"$XPeng Inc.(XPEV)$https://www.laohu8.com/m/news/2172680952?lang=en_US&invite=JBX3R0","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/864151186","isVote":1,"tweetType":1,"viewCount":994,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":871649742,"gmtCreate":1637068937203,"gmtModify":1637068937481,"author":{"id":"3582010679449465","authorId":"3582010679449465","name":"ym80","avatar":"https://static.tigerbbs.com/f75a7eda8cb8b79563386243750d3227","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582010679449465","idStr":"3582010679449465"},"themes":[],"title":"","htmlText":"BMW","listText":"BMW","text":"BMW","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/871649742","repostId":"1104411586","repostType":4,"repost":{"id":"1104411586","kind":"news","pubTimestamp":1637068540,"share":"https://www.laohunote.com/m/news/1104411586?lang=zh_CN&edition=full","pubTime":"2021-11-16 21:15","market":"us","language":"en","title":"BMW fourth quarter off to good start, sees double-digit 2021 margins - CFO<blockquote>宝马第四季度开局良好，预计 2021 年利润率将达到两位数 - 首席财务官</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1104411586","media":"Reuters","summary":"BMW's October sales came in better than expected and November sales are off to a good start, the car","content":"<p>BMW's&nbsp;October sales came in better than expected and November sales are off to a good start, the carmaker's CFO said on Tuesday, adding he expected the company to reach the upper end of its 9.5% to 10.5% automotive profit forecast this year.</p><p><blockquote>宝马首席财务官周二表示，宝马 10 月份的销量好于预期，11 月份的销量开局良好，并补充说，他预计该公司今年将达到 9.5% 至 10.5% 的汽车利润预测的上限。</blockquote></p><p> Such margins were unlikely to last, though easing supply chain bottlenecks for semiconductor chips in the second half of 2022 could still boost growth, Chief Financial Officer Nicolas Peter said at a roundtable with journalists in Frankfurt.</p><p><blockquote>首席财务官尼古拉斯·彼得 (Nicolas Peter) 在法兰克福与记者举行的圆桌会议上表示，尽管 2022 年下半年缓解半导体芯片供应链瓶颈仍可能促进增长，但这种利润率不太可能持续下去。</blockquote></p><p> \"I would be disappointed if we failed to reach the upper end of our current margin target,\" Peter said.</p><p><blockquote>“如果我们未能达到当前利润率目标的上限，我会感到失望，”彼得说。</blockquote></p><p> The company expects electric vehicle sales to at least double in 2022 and plans increase the prices for all its new cars by an average of 1%, the CFO said.</p><p><blockquote>该首席财务官表示，该公司预计 2022 年电动汽车销量将至少翻一番，并计划将所有新车的价格平均提高 1%。</blockquote></p><p> He added BMW had already secured battery cell supply until 2025 and is negotiating with manufacturers about contracts for the second half of the decade.</p><p><blockquote>他补充说，宝马已经确保了到 2025 年的电池供应，并正在与制造商就本世纪下半叶的合同进行谈判。</blockquote></p><p> He also said BMW's planned increase of its stake in China joint venture BMW Brilliance to 75% from 50% should take place in the first quarter of 2022, when the country drops the rule blocking foreign ownership of more than 50% of local companies.</p><p><blockquote>他还表示，宝马计划在2022年第一季度将其在中国合资企业华晨宝马的股份从50%增加到75%，届时中国将取消阻止外资持有当地公司50%以上股份的规定。</blockquote></p><p> In early November, the German automaker reported a 42.4% increase in third-quarter net profits to 2.58 billion euros ($2.93 billion) as strong electric vehicle sales and higher prices offset lower deliveries amid chip supply issues.</p><p><blockquote>11月初，这家德国汽车制造商公布第三季度净利润增长42.4%，达到25.8亿欧元（29.3亿美元），原因是电动汽车销售强劲和价格上涨抵消了芯片供应问题导致的交付量下降。</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>BMW fourth quarter off to good start, sees double-digit 2021 margins - CFO<blockquote>宝马第四季度开局良好，预计 2021 年利润率将达到两位数 - 首席财务官</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\">\nBMW fourth quarter off to good start, sees double-digit 2021 margins - CFO<blockquote>宝马第四季度开局良好，预计 2021 年利润率将达到两位数 - 首席财务官</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-11-16 21:15</span>\n</p>\n</h4>\n</header>\n<article>\n<p>BMW's&nbsp;October sales came in better than expected and November sales are off to a good start, the carmaker's CFO said on Tuesday, adding he expected the company to reach the upper end of its 9.5% to 10.5% automotive profit forecast this year.</p><p><blockquote>宝马首席财务官周二表示，宝马 10 月份的销量好于预期，11 月份的销量开局良好，并补充说，他预计该公司今年将达到 9.5% 至 10.5% 的汽车利润预测的上限。</blockquote></p><p> Such margins were unlikely to last, though easing supply chain bottlenecks for semiconductor chips in the second half of 2022 could still boost growth, Chief Financial Officer Nicolas Peter said at a roundtable with journalists in Frankfurt.</p><p><blockquote>首席财务官尼古拉斯·彼得 (Nicolas Peter) 在法兰克福与记者举行的圆桌会议上表示，尽管 2022 年下半年缓解半导体芯片供应链瓶颈仍可能促进增长，但这种利润率不太可能持续下去。</blockquote></p><p> \"I would be disappointed if we failed to reach the upper end of our current margin target,\" Peter said.</p><p><blockquote>“如果我们未能达到当前利润率目标的上限，我会感到失望，”彼得说。</blockquote></p><p> The company expects electric vehicle sales to at least double in 2022 and plans increase the prices for all its new cars by an average of 1%, the CFO said.</p><p><blockquote>该首席财务官表示，该公司预计 2022 年电动汽车销量将至少翻一番，并计划将所有新车的价格平均提高 1%。</blockquote></p><p> He added BMW had already secured battery cell supply until 2025 and is negotiating with manufacturers about contracts for the second half of the decade.</p><p><blockquote>他补充说，宝马已经确保了到 2025 年的电池供应，并正在与制造商就本世纪下半叶的合同进行谈判。</blockquote></p><p> He also said BMW's planned increase of its stake in China joint venture BMW Brilliance to 75% from 50% should take place in the first quarter of 2022, when the country drops the rule blocking foreign ownership of more than 50% of local companies.</p><p><blockquote>他还表示，宝马计划在2022年第一季度将其在中国合资企业华晨宝马的股份从50%增加到75%，届时中国将取消阻止外资持有当地公司50%以上股份的规定。</blockquote></p><p> In early November, the German automaker reported a 42.4% increase in third-quarter net profits to 2.58 billion euros ($2.93 billion) as strong electric vehicle sales and higher prices offset lower deliveries amid chip supply issues.</p><p><blockquote>11月初，这家德国汽车制造商公布第三季度净利润增长42.4%，达到25.8亿欧元（29.3亿美元），原因是电动汽车销售强劲和价格上涨抵消了芯片供应问题导致的交付量下降。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/business/autos-transportation/bmw-fourth-quarter-off-good-start-sees-double-digit-2021-margins-cfo-2021-11-16/\">Reuters</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BMWYY":"宝马汽车"},"source_url":"https://www.reuters.com/business/autos-transportation/bmw-fourth-quarter-off-good-start-sees-double-digit-2021-margins-cfo-2021-11-16/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104411586","content_text":"BMW's October sales came in better than expected and November sales are off to a good start, the carmaker's CFO said on Tuesday, adding he expected the company to reach the upper end of its 9.5% to 10.5% automotive profit forecast this year.\nSuch margins were unlikely to last, though easing supply chain bottlenecks for semiconductor chips in the second half of 2022 could still boost growth, Chief Financial Officer Nicolas Peter said at a roundtable with journalists in Frankfurt.\n\"I would be disappointed if we failed to reach the upper end of our current margin target,\" Peter said.\nThe company expects electric vehicle sales to at least double in 2022 and plans increase the prices for all its new cars by an average of 1%, the CFO said.\nHe added BMW had already secured battery cell supply until 2025 and is negotiating with manufacturers about contracts for the second half of the decade.\nHe also said BMW's planned increase of its stake in China joint venture BMW Brilliance to 75% from 50% should take place in the first quarter of 2022, when the country drops the rule blocking foreign ownership of more than 50% of local companies.\nIn early November, the German automaker reported a 42.4% increase in third-quarter net profits to 2.58 billion euros ($2.93 billion) as strong electric vehicle sales and higher prices offset lower deliveries amid chip supply issues.","news_type":1,"symbols_score_info":{"BMWYY":0.9}},"isVote":1,"tweetType":1,"viewCount":3113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":825662821,"gmtCreate":1634222378613,"gmtModify":1634222378684,"author":{"id":"3582010679449465","authorId":"3582010679449465","name":"ym80","avatar":"https://static.tigerbbs.com/f75a7eda8cb8b79563386243750d3227","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582010679449465","idStr":"3582010679449465"},"themes":[],"title":"","htmlText":"Snap...","listText":"Snap...","text":"Snap...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/825662821","repostId":"1190838949","repostType":4,"repost":{"id":"1190838949","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":1634221403,"share":"https://www.laohunote.com/m/news/1190838949?lang=zh_CN&edition=full","pubTime":"2021-10-14 22:23","market":"us","language":"en","title":"Plug Power's stock pulls back to snap long win streak after unveiling highlights of annual Symposium<blockquote>在公布年度研讨会亮点后，Plug Power 的股价回落至snap长期连胜</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1190838949","media":"Tiger Newspress","summary":"In an apparent case of buy the rumor, sell the news, shares of Plug Power Inc. pulled back 4.5% in m","content":"<p>In an apparent case of buy the rumor, sell the news, shares of Plug Power Inc.&nbsp;pulled back 4.5% in morning trading, putting them on track to snap a seven-day win streak, after the after the hydrogen and fuel-cell systems company unveiled some highlights of its much-anticipated annual Symposium. The stock had soared 12.8% on Wednesday,after a Morgan Stanley upgrade, and had soared 38% over the past seven days. The company said it now expects 2022 sales of $825 million to $850 million, which is above the FactSet consensus of $759.7 million. Plug also established 2025 sales guidance of $3 billion, which compares with the current FactSet consensus of $2.22 billion. Among other highlights, Plug said it was partnering with Fortescue Future Industries to form a 50-50 joint venture to build a gigafactory in Australia, entered into an agreement to buy liquified hydrogen transportation company Cryo Technologies and confirmed plans to generate 500 tons per day of liquid green hydrogen by the end of 2025. The stock has run up 21.0% over the past three months, while the S&amp;P 500&nbsp;has gained 1.1%.</p><p><blockquote>在一个明显的“买谣言，卖新闻”的例子中，普拉格能源公司的股价在早盘交易中回落了 4.5%，使其有望在snap取得七连胜，此前这家氢和燃料电池系统公司公布了一些亮点备受期待的年度研讨会。在摩根士丹利上调评级后，该股周三飙升 12.8%，过去 7 天内飙升 38%。该公司表示，目前预计 2022 年销售额为 8.25 亿至 8.5 亿美元，高于 FactSet 共识的 7.597 亿美元。Plug 还制定了 2025 年 30 亿美元的销售指导，而 FactSet 目前的共识为 22.2 亿美元。除其他亮点外，Plug 表示正在与 Fortescue Future Industries 合作，组建一家 50-50 的合资企业，在澳大利亚建造一座超级工厂，达成协议收购液化氢运输公司 Cryo Technologies，并确认计划到 2025 年底每天生产 500 吨液态绿色氢。过去三个月，该股上涨了 21.0%，而标普500则上涨了 1.1%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4e6739025ca0506c36f68525a8a659af\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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>Plug Power's stock pulls back to snap long win streak after unveiling highlights of annual Symposium<blockquote>在公布年度研讨会亮点后，Plug Power 的股价回落至snap长期连胜</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\">\nPlug Power's stock pulls back to snap long win streak after unveiling highlights of annual Symposium<blockquote>在公布年度研讨会亮点后，Plug Power 的股价回落至snap长期连胜</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-10-14 22:23</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>In an apparent case of buy the rumor, sell the news, shares of Plug Power Inc.&nbsp;pulled back 4.5% in morning trading, putting them on track to snap a seven-day win streak, after the after the hydrogen and fuel-cell systems company unveiled some highlights of its much-anticipated annual Symposium. The stock had soared 12.8% on Wednesday,after a Morgan Stanley upgrade, and had soared 38% over the past seven days. The company said it now expects 2022 sales of $825 million to $850 million, which is above the FactSet consensus of $759.7 million. Plug also established 2025 sales guidance of $3 billion, which compares with the current FactSet consensus of $2.22 billion. Among other highlights, Plug said it was partnering with Fortescue Future Industries to form a 50-50 joint venture to build a gigafactory in Australia, entered into an agreement to buy liquified hydrogen transportation company Cryo Technologies and confirmed plans to generate 500 tons per day of liquid green hydrogen by the end of 2025. The stock has run up 21.0% over the past three months, while the S&amp;P 500&nbsp;has gained 1.1%.</p><p><blockquote>在一个明显的“买谣言，卖新闻”的例子中，普拉格能源公司的股价在早盘交易中回落了 4.5%，使其有望在snap取得七连胜，此前这家氢和燃料电池系统公司公布了一些亮点备受期待的年度研讨会。在摩根士丹利上调评级后，该股周三飙升 12.8%，过去 7 天内飙升 38%。该公司表示，目前预计 2022 年销售额为 8.25 亿至 8.5 亿美元，高于 FactSet 共识的 7.597 亿美元。Plug 还制定了 2025 年 30 亿美元的销售指导，而 FactSet 目前的共识为 22.2 亿美元。除其他亮点外，Plug 表示正在与 Fortescue Future Industries 合作，组建一家 50-50 的合资企业，在澳大利亚建造一座超级工厂，达成协议收购液化氢运输公司 Cryo Technologies，并确认计划到 2025 年底每天生产 500 吨液态绿色氢。过去三个月，该股上涨了 21.0%，而标普500则上涨了 1.1%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4e6739025ca0506c36f68525a8a659af\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLUG":"普拉格能源"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190838949","content_text":"In an apparent case of buy the rumor, sell the news, shares of Plug Power Inc. pulled back 4.5% in morning trading, putting them on track to snap a seven-day win streak, after the after the hydrogen and fuel-cell systems company unveiled some highlights of its much-anticipated annual Symposium. The stock had soared 12.8% on Wednesday,after a Morgan Stanley upgrade, and had soared 38% over the past seven days. The company said it now expects 2022 sales of $825 million to $850 million, which is above the FactSet consensus of $759.7 million. Plug also established 2025 sales guidance of $3 billion, which compares with the current FactSet consensus of $2.22 billion. Among other highlights, Plug said it was partnering with Fortescue Future Industries to form a 50-50 joint venture to build a gigafactory in Australia, entered into an agreement to buy liquified hydrogen transportation company Cryo Technologies and confirmed plans to generate 500 tons per day of liquid green hydrogen by the end of 2025. The stock has run up 21.0% over the past three months, while the S&P 500 has gained 1.1%.","news_type":1,"symbols_score_info":{"PLUG":0.9}},"isVote":1,"tweetType":1,"viewCount":1089,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828599867,"gmtCreate":1633921254782,"gmtModify":1633921254849,"author":{"id":"3582010679449465","authorId":"3582010679449465","name":"ym80","avatar":"https://static.tigerbbs.com/f75a7eda8cb8b79563386243750d3227","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582010679449465","idStr":"3582010679449465"},"themes":[],"title":"","htmlText":"Fly!!!","listText":"Fly!!!","text":"Fly!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/828599867","repostId":"1143168499","repostType":4,"repost":{"id":"1143168499","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":1633919503,"share":"https://www.laohunote.com/m/news/1143168499?lang=zh_CN&edition=full","pubTime":"2021-10-11 10:31","market":"sg","language":"en","title":"Singapore Airlines shares rose more than 8% in morning trading<blockquote>新加坡航空股价早盘上涨逾8%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1143168499","media":"Tiger Newspress","summary":"SINGAPORE shares started the week higher on Monday, as the Republic announced it would open travel l","content":"<p>SINGAPORE shares started the week higher on Monday, as the Republic announced it would open travel lanes for vaccinated individuals from more countries,&nbsp;despite tightening rules for the unvaccinated.</p><p><blockquote>新加坡股市周一开盘走高，尽管对未接种疫苗者的规定更加严格，但新加坡宣布将为来自更多国家的接种疫苗者开放旅行通道。</blockquote></p><p> Singapore Airlines&nbsp;was also actively traded, with 5.1 million shares worth S$27.9 million changing hands. The counter jumped&nbsp;8.38%&nbsp;to S$5.56.</p><p><blockquote>新加坡航空公司的交易也很活跃，510万股股票易手，价值2790万新元。柜台上涨8.38%至5.56新元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d505007cdebdf08df7bd687485879d1a\" tg-width=\"877\" tg-height=\"588\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> On Saturday, Singapore announced that it would&nbsp;expand its Vaccinated Travel Lane scheme&nbsp;to an additional nine countries, allowing fully vaccinated travellers from Singapore and these nations to enjoy quarantine-free travel both ways.</p><p><blockquote>周六，新加坡宣布将把其疫苗接种旅行通道计划扩大到另外九个国家，允许来自新加坡和这些国家的完全接种疫苗的旅客双向享受免检疫旅行。</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>Singapore Airlines shares rose more than 8% in morning trading<blockquote>新加坡航空股价早盘上涨逾8%</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\">\nSingapore Airlines shares rose more than 8% in morning trading<blockquote>新加坡航空股价早盘上涨逾8%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-10-11 10:31</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>SINGAPORE shares started the week higher on Monday, as the Republic announced it would open travel lanes for vaccinated individuals from more countries,&nbsp;despite tightening rules for the unvaccinated.</p><p><blockquote>新加坡股市周一开盘走高，尽管对未接种疫苗者的规定更加严格，但新加坡宣布将为来自更多国家的接种疫苗者开放旅行通道。</blockquote></p><p> Singapore Airlines&nbsp;was also actively traded, with 5.1 million shares worth S$27.9 million changing hands. The counter jumped&nbsp;8.38%&nbsp;to S$5.56.</p><p><blockquote>新加坡航空公司的交易也很活跃，510万股股票易手，价值2790万新元。柜台上涨8.38%至5.56新元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d505007cdebdf08df7bd687485879d1a\" tg-width=\"877\" tg-height=\"588\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> On Saturday, Singapore announced that it would&nbsp;expand its Vaccinated Travel Lane scheme&nbsp;to an additional nine countries, allowing fully vaccinated travellers from Singapore and these nations to enjoy quarantine-free travel both ways.</p><p><blockquote>周六，新加坡宣布将把其疫苗接种旅行通道计划扩大到另外九个国家，允许来自新加坡和这些国家的完全接种疫苗的旅客双向享受免检疫旅行。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"C6L.SI":"新加坡航空公司"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143168499","content_text":"SINGAPORE shares started the week higher on Monday, as the Republic announced it would open travel lanes for vaccinated individuals from more countries, despite tightening rules for the unvaccinated.\nSingapore Airlines was also actively traded, with 5.1 million shares worth S$27.9 million changing hands. The counter jumped 8.38% to S$5.56.\n\nOn Saturday, Singapore announced that it would expand its Vaccinated Travel Lane scheme to an additional nine countries, allowing fully vaccinated travellers from Singapore and these nations to enjoy quarantine-free travel both ways.","news_type":1,"symbols_score_info":{"C6L.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":1366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871706140,"gmtCreate":1637109883138,"gmtModify":1637109883402,"author":{"id":"3582010679449465","authorId":"3582010679449465","name":"ym80","avatar":"https://static.tigerbbs.com/f75a7eda8cb8b79563386243750d3227","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582010679449465","idStr":"3582010679449465"},"themes":[],"title":"","htmlText":"Go Singapore!","listText":"Go Singapore!","text":"Go Singapore!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/871706140","repostId":"1126829465","repostType":4,"repost":{"id":"1126829465","kind":"news","pubTimestamp":1637108959,"share":"https://www.laohunote.com/m/news/1126829465?lang=zh_CN&edition=full","pubTime":"2021-11-17 08:29","market":"sg","language":"en","title":"Rebound Predicted For Singapore Stock Market<blockquote>新加坡股市预计反弹</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1126829465","media":"Nasdaq","summary":"(RTTNews) - The Singapore stock market has alternated between positive and negative finishes through","content":"<p>(RTTNews) - The Singapore stock market has alternated between positive and negative finishes through the last four trading days since the end of the two-day slide in which it had stumbled more than 30 points or 1 percent. The Straits Times Index now sits just beneath the 3,240-point plateau although it's likely to tick higher again on Wednesday.</p><p><blockquote>（RTTNews）-自两天下滑结束以来，新加坡股市在过去四个交易日中交替出现积极和消极的收盘，在两天的下滑中，它跌幅超过30点或1%。海峡时报指数目前略低于 3,240 点的平台位，但周三可能会再次走高。</blockquote></p><p> The global forecast for the Asian markets is upbeat on solid economic data and support from the technology stocks. The European markets were mixed and the U.S. bourses were up and the Asian markets figure to split the difference.</p><p><blockquote>亚洲市场的全球预测对稳健的经济数据和科技股的支持持乐观态度。欧洲市场涨跌互现，美国股市上涨，亚洲市场平分秋色。</blockquote></p><p> The STI finished barely lower on Tuesday following mixed performances from the financial shares and industrial issues.</p><p><blockquote>由于金融股和工业股表现好坏参半，STI 周二收盘勉强走低。</blockquote></p><p> For the day, the index dipped 1.78 points or 0.05 percent to finish at 3,238.80 after trading between 3,230.96 and 3,246.25. Volume was 1.58 billion shares worth 1.17 billion Singapore dollars. There were 261 gainers and 200 decliners.</p><p><blockquote>当天，该指数下跌 1.78 点或 05%，收于 3,238.80，交易价格在 3,230.96 至 3,246.25 之间。成交量为15.8亿股，价值11.7亿新加坡元。有261只上涨，200只下跌。</blockquote></p><p> Among the actives, Ascendas REIT sank 0.65 percent, while City Developments gained 0.28 percent, Comfort DelGro advanced 0.67 percent, Dairy Farm International skidded 0.89 percent, DBS Group shed 0.47 percent, Genting Singapore jumped 1.21 percent, Mapletree Logistics Trust climbed 1.02 percent, Oversea-Chinese Banking Corporation collected 0.08 percent, SATS and SembCorp Industries both added 0.49 percent, Singapore Airlines was up 0.19 percent, Singapore Exchange dropped 0.53 percent, Singapore Press Holdings spiked 1.72 percent, Singapore Technologies Engineering rose 0.26 percent, SingTel and Yangzijiang Shipbuilding both tumbled 1.55 percent, Thai Beverage soared 1.38 percent, United Overseas Bank eased 0.14 percent, Wilmar International lost 0.23 percent and Keppel Corp, Mapletree Commercial Trust, CapitaLand Integrated Commercial Trust and UOL Group were unchanged.</p><p><blockquote>资产中，Ascendas REIT 下跌 0.65%，City Developments 上涨 0.28%，Comfort DelGro 上涨 0.67%，Dairy Farm International 下跌 0.89%，星展集团下跌 0.47%，云顶新加坡上涨 1.21%，丰树物流信托上涨 1.02%，华侨银行上涨 0.08%，SATS 和胜科实业均上涨 0.49%，新加坡航空上涨 0.19%，新加坡交易所下跌 0.53%，新加坡报业控股飙升 1.72%，新加坡科技工程上涨 0.26%，新加坡电信和扬子江造船均下跌 1.55%，泰国饮料飙升 1.38%，大华银行下跌 0.14%，丰益国际下跌 0.23%，吉宝集团、丰树商业信托、凯德集团</blockquote></p><p> The lead from Wall Street is positive as the major averages opened higher on Tuesday and remained in the green throughout the session.</p><p><blockquote>华尔街的领先优势是积极的，因为主要股指周二开盘走高，并在整个交易时段保持绿色。</blockquote></p><p> The Dow added 54.77 points or 0.15 percent to finish at 36,142.22, while the NASDAQ jumped 120.01 points or 0.76 percent to close at 15,973.86 and the S&amp;P 500 rose 18.10 points or 0.39 percent to end at 4,700.90.</p><p><blockquote>道琼斯指数上涨54.77点或0.15%，收于36,142.22点，纳斯达克指数上涨120.01点或0.76%，收于15,973.86点，标普500指数上涨18.10点或0.39%，收于4,700.90点。</blockquote></p><p> The strength on Wall Street reflected a positive reaction to some upbeat U.S. economic data, including a Commerce Department report showing retail sales spiked more than expected in October.</p><p><blockquote>华尔街的走强反映了对一些乐观的美国经济数据的积极反应，包括商务部的一份报告显示10月份零售额飙升超过预期。</blockquote></p><p> The Federal Reserve also released a report showing industrial production rebounded by much more than expected in October.</p><p><blockquote>美联储也发布报告显示，10月份工业生产反弹幅度远超预期。</blockquote></p><p> Crude oil futures settled lower on Tuesday, weighed down by a forecast by the International Energy Agency that global crude output will rise and help ease tight supplies. West Texas Intermediate Crude oil futures for December ended lower by $0.12 or 0.2 percent at $80.76 a barrel.</p><p><blockquote>受国际能源署预测全球原油产量将上升并有助于缓解供应紧张的拖累，原油期货周二收低。12月西德克萨斯中质原油期货收盘下跌0.12美元，或0.2%，至每桶80.76美元。</blockquote></p><p> Closer to home, Singapore will release October figures for non-oil domestic exports later this morning, with forecasts suggesting an increase of 0.4 percent on month and 15.0 percent on year following the 1.2 percent monthly increase and the 12.3 percent annual gain.</p><p><blockquote>言归正传，新加坡将于今天上午晚些时候公布10月份非石油国内出口数据，预计环比增长0.4%，同比增长15.0%，此前月度增长1.2%，年增长率为12.3%。</blockquote></p><p></p>","source":"lsy1603171495471","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>Rebound Predicted For Singapore Stock Market<blockquote>新加坡股市预计反弹</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRebound Predicted For Singapore Stock Market<blockquote>新加坡股市预计反弹</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Nasdaq</strong><span class=\"h-time small\">2021-11-17 08:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(RTTNews) - The Singapore stock market has alternated between positive and negative finishes through the last four trading days since the end of the two-day slide in which it had stumbled more than 30 points or 1 percent. The Straits Times Index now sits just beneath the 3,240-point plateau although it's likely to tick higher again on Wednesday.</p><p><blockquote>（RTTNews）-自两天下滑结束以来，新加坡股市在过去四个交易日中交替出现积极和消极的收盘，在两天的下滑中，它跌幅超过30点或1%。海峡时报指数目前略低于 3,240 点的平台位，但周三可能会再次走高。</blockquote></p><p> The global forecast for the Asian markets is upbeat on solid economic data and support from the technology stocks. The European markets were mixed and the U.S. bourses were up and the Asian markets figure to split the difference.</p><p><blockquote>亚洲市场的全球预测对稳健的经济数据和科技股的支持持乐观态度。欧洲市场涨跌互现，美国股市上涨，亚洲市场平分秋色。</blockquote></p><p> The STI finished barely lower on Tuesday following mixed performances from the financial shares and industrial issues.</p><p><blockquote>由于金融股和工业股表现好坏参半，STI 周二收盘勉强走低。</blockquote></p><p> For the day, the index dipped 1.78 points or 0.05 percent to finish at 3,238.80 after trading between 3,230.96 and 3,246.25. Volume was 1.58 billion shares worth 1.17 billion Singapore dollars. There were 261 gainers and 200 decliners.</p><p><blockquote>当天，该指数下跌 1.78 点或 05%，收于 3,238.80，交易价格在 3,230.96 至 3,246.25 之间。成交量为15.8亿股，价值11.7亿新加坡元。有261只上涨，200只下跌。</blockquote></p><p> Among the actives, Ascendas REIT sank 0.65 percent, while City Developments gained 0.28 percent, Comfort DelGro advanced 0.67 percent, Dairy Farm International skidded 0.89 percent, DBS Group shed 0.47 percent, Genting Singapore jumped 1.21 percent, Mapletree Logistics Trust climbed 1.02 percent, Oversea-Chinese Banking Corporation collected 0.08 percent, SATS and SembCorp Industries both added 0.49 percent, Singapore Airlines was up 0.19 percent, Singapore Exchange dropped 0.53 percent, Singapore Press Holdings spiked 1.72 percent, Singapore Technologies Engineering rose 0.26 percent, SingTel and Yangzijiang Shipbuilding both tumbled 1.55 percent, Thai Beverage soared 1.38 percent, United Overseas Bank eased 0.14 percent, Wilmar International lost 0.23 percent and Keppel Corp, Mapletree Commercial Trust, CapitaLand Integrated Commercial Trust and UOL Group were unchanged.</p><p><blockquote>资产中，Ascendas REIT 下跌 0.65%，City Developments 上涨 0.28%，Comfort DelGro 上涨 0.67%，Dairy Farm International 下跌 0.89%，星展集团下跌 0.47%，云顶新加坡上涨 1.21%，丰树物流信托上涨 1.02%，华侨银行上涨 0.08%，SATS 和胜科实业均上涨 0.49%，新加坡航空上涨 0.19%，新加坡交易所下跌 0.53%，新加坡报业控股飙升 1.72%，新加坡科技工程上涨 0.26%，新加坡电信和扬子江造船均下跌 1.55%，泰国饮料飙升 1.38%，大华银行下跌 0.14%，丰益国际下跌 0.23%，吉宝集团、丰树商业信托、凯德集团</blockquote></p><p> The lead from Wall Street is positive as the major averages opened higher on Tuesday and remained in the green throughout the session.</p><p><blockquote>华尔街的领先优势是积极的，因为主要股指周二开盘走高，并在整个交易时段保持绿色。</blockquote></p><p> The Dow added 54.77 points or 0.15 percent to finish at 36,142.22, while the NASDAQ jumped 120.01 points or 0.76 percent to close at 15,973.86 and the S&amp;P 500 rose 18.10 points or 0.39 percent to end at 4,700.90.</p><p><blockquote>道琼斯指数上涨54.77点或0.15%，收于36,142.22点，纳斯达克指数上涨120.01点或0.76%，收于15,973.86点，标普500指数上涨18.10点或0.39%，收于4,700.90点。</blockquote></p><p> The strength on Wall Street reflected a positive reaction to some upbeat U.S. economic data, including a Commerce Department report showing retail sales spiked more than expected in October.</p><p><blockquote>华尔街的走强反映了对一些乐观的美国经济数据的积极反应，包括商务部的一份报告显示10月份零售额飙升超过预期。</blockquote></p><p> The Federal Reserve also released a report showing industrial production rebounded by much more than expected in October.</p><p><blockquote>美联储也发布报告显示，10月份工业生产反弹幅度远超预期。</blockquote></p><p> Crude oil futures settled lower on Tuesday, weighed down by a forecast by the International Energy Agency that global crude output will rise and help ease tight supplies. West Texas Intermediate Crude oil futures for December ended lower by $0.12 or 0.2 percent at $80.76 a barrel.</p><p><blockquote>受国际能源署预测全球原油产量将上升并有助于缓解供应紧张的拖累，原油期货周二收低。12月西德克萨斯中质原油期货收盘下跌0.12美元，或0.2%，至每桶80.76美元。</blockquote></p><p> Closer to home, Singapore will release October figures for non-oil domestic exports later this morning, with forecasts suggesting an increase of 0.4 percent on month and 15.0 percent on year following the 1.2 percent monthly increase and the 12.3 percent annual gain.</p><p><blockquote>言归正传，新加坡将于今天上午晚些时候公布10月份非石油国内出口数据，预计环比增长0.4%，同比增长15.0%，此前月度增长1.2%，年增长率为12.3%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.nasdaq.com/articles/rebound-predicted-for-singapore-stock-market\">Nasdaq</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":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.nasdaq.com/articles/rebound-predicted-for-singapore-stock-market","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126829465","content_text":"(RTTNews) - The Singapore stock market has alternated between positive and negative finishes through the last four trading days since the end of the two-day slide in which it had stumbled more than 30 points or 1 percent. The Straits Times Index now sits just beneath the 3,240-point plateau although it's likely to tick higher again on Wednesday.\nThe global forecast for the Asian markets is upbeat on solid economic data and support from the technology stocks. The European markets were mixed and the U.S. bourses were up and the Asian markets figure to split the difference.\nThe STI finished barely lower on Tuesday following mixed performances from the financial shares and industrial issues.\nFor the day, the index dipped 1.78 points or 0.05 percent to finish at 3,238.80 after trading between 3,230.96 and 3,246.25. Volume was 1.58 billion shares worth 1.17 billion Singapore dollars. There were 261 gainers and 200 decliners.\nAmong the actives, Ascendas REIT sank 0.65 percent, while City Developments gained 0.28 percent, Comfort DelGro advanced 0.67 percent, Dairy Farm International skidded 0.89 percent, DBS Group shed 0.47 percent, Genting Singapore jumped 1.21 percent, Mapletree Logistics Trust climbed 1.02 percent, Oversea-Chinese Banking Corporation collected 0.08 percent, SATS and SembCorp Industries both added 0.49 percent, Singapore Airlines was up 0.19 percent, Singapore Exchange dropped 0.53 percent, Singapore Press Holdings spiked 1.72 percent, Singapore Technologies Engineering rose 0.26 percent, SingTel and Yangzijiang Shipbuilding both tumbled 1.55 percent, Thai Beverage soared 1.38 percent, United Overseas Bank eased 0.14 percent, Wilmar International lost 0.23 percent and Keppel Corp, Mapletree Commercial Trust, CapitaLand Integrated Commercial Trust and UOL Group were unchanged.\nThe lead from Wall Street is positive as the major averages opened higher on Tuesday and remained in the green throughout the session.\nThe Dow added 54.77 points or 0.15 percent to finish at 36,142.22, while the NASDAQ jumped 120.01 points or 0.76 percent to close at 15,973.86 and the S&P 500 rose 18.10 points or 0.39 percent to end at 4,700.90.\nThe strength on Wall Street reflected a positive reaction to some upbeat U.S. economic data, including a Commerce Department report showing retail sales spiked more than expected in October.\nThe Federal Reserve also released a report showing industrial production rebounded by much more than expected in October.\nCrude oil futures settled lower on Tuesday, weighed down by a forecast by the International Energy Agency that global crude output will rise and help ease tight supplies. West Texas Intermediate Crude oil futures for December ended lower by $0.12 or 0.2 percent at $80.76 a barrel.\nCloser to home, Singapore will release October figures for non-oil domestic exports later this morning, with forecasts suggesting an increase of 0.4 percent on month and 15.0 percent on year following the 1.2 percent monthly increase and the 12.3 percent annual gain.","news_type":1,"symbols_score_info":{"STI.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":3489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":880120149,"gmtCreate":1631025908981,"gmtModify":1631890228246,"author":{"id":"3582010679449465","authorId":"3582010679449465","name":"ym80","avatar":"https://static.tigerbbs.com/f75a7eda8cb8b79563386243750d3227","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582010679449465","idStr":"3582010679449465"},"themes":[],"title":"","htmlText":"👍🏼","listText":"👍🏼","text":"👍🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/880120149","repostId":"1130130857","repostType":4,"repost":{"id":"1130130857","kind":"news","pubTimestamp":1631007146,"share":"https://www.laohunote.com/m/news/1130130857?lang=zh_CN&edition=full","pubTime":"2021-09-07 17:32","market":"us","language":"en","title":"Strategists Say the Stock Market Could Struggle This Fall. What to Buy Now?<blockquote>策略师表示，今年秋天股市可能会陷入困境。现在买什么？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1130130857","media":"Barron's","summary":"What a year this has been for the markets!Fueled by a torrent of monetary and fiscal stimulus, economic and earnings growth, and  a mostly receding pandemic, theS&P 500stock index has rallied 20%, notching seven straight months of gains and more than 50 highs along the way. And that’s on top of last year’s 68% rebound from the market’s March 2020 lows.Tailwinds remain in place, but headwinds now loom that could slow stocks’ advance. Stimulus spending has peaked, and economic and corporate-earnin","content":"<p>What a year this has been for the markets! Fueled by a torrent of monetary and fiscal stimulus, economic and earnings growth, and (until recently) a mostly receding pandemic, theS&amp;P 500stock index has rallied 20%, notching seven straight months of gains and more than 50 highs along the way. And that’s on top of last year’s 68% rebound from the market’s March 2020 lows.</p><p><blockquote>对于市场来说，这是多么美好的一年啊!在货币和财政刺激、经济和盈利增长以及（直到最近）疫情基本消退的推动下，标准普尔 500 指数上涨了 20%，连续七个月上涨，并一路创下 50 多个新高。此外，去年市场从 2020 年 3 月的低点反弹了 68%。</blockquote></p><p> Tailwinds remain in place, but headwinds now loom that could slow stocks’ advance. Stimulus spending has peaked, and economic and corporate-earnings growth are likely to decelerate through the end of the year. What’s more, theFederal Reserve has all but promised to start tapering its bond buyingin coming months, and the Biden administration has proposed hiking corporate and personal tax rates. None of this is apt to sit well with holders of increasingly pricey shares.</p><p><blockquote>顺风依然存在，但逆风现在迫在眉睫，可能会减缓股市的上涨速度。刺激支出已见顶，经济和企业盈利增长可能会在今年年底放缓。更重要的是，美联储几乎承诺在未来几个月开始缩减债券购买规模，拜登政府也提议提高企业和个人税率。对于越来越昂贵的股票持有者来说，这些都不太可能满意。</blockquote></p><p> In other words,brace for a volatile fallin which conflicting forces buffet stocks, bonds, and investors. “The everything rally is behind us,” says Saira Malik, chief investment officer of global equities at Nuveen. “It’s not going to be a sharply rising economic tide that lifts all boats from here.”</p><p><blockquote>换句话说，做好准备迎接波动性下跌，这相互矛盾地推动巴菲特股票、债券和投资者。“Nuveen 全球股票首席投资官赛拉-马利克（Saira Malik）说：”万物反弹已经过去。“这不会是一股急剧上涨的经济潮流，让所有船只都离开这里”。</blockquote></p><p> That’s the general consensus among the six market strategists and chief investment officers whom<i>Barron’s</i>recently consulted. All see the S&amp;P 500 ending the year near Thursday’s close of 4536. Their average target: 4585.</p><p><blockquote>这是六位市场策略师和首席投资官的普遍共识。<i>巴伦</i>最近咨询过。所有人都看到标普500在周四收盘价 4536 点附近收盘。他们的平均目标：4585。</blockquote></p><p> Next year’s gains look muted, as well, relative to recent trends. The group expects the S&amp;P 500 to tack on another 6% in 2022, rising to about 4800.</p><p><blockquote>与最近的趋势相比，明年的涨幅也显得微不足道。该集团预计 2022 年标普500将再增长 6%，升至 4,800 左右。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/eb61c7b74b9b0f18a019afb4ac44ad59\" tg-width=\"300\" tg-height=\"645\" referrerpolicy=\"no-referrer\">With stocks trading for about 21 times the coming year’s expected earnings,bonds yielding little, and cash yielding less than nothing after accounting for inflation, investors face tough asset-allocation decisions. In place of the “everything rally,” which lifted fast-growing tech stocks, no-growth meme stocks, and the Dogecoins of the digital world, our market watchers recommend focusing on “quality” investments. In equities, that means shares of businesses with solid balance sheets, expanding profit margins, and ample and recurring free cash flow. Even if the averages do little in coming months, these stocks are likely to shine.</p><p><blockquote>由于股票交易价格约为来年预期收益的 21 倍，债券收益率很低，现金收益率在考虑通货膨胀因素后几乎为零，投资者面临着艰难的资产配置决策。我们的市场观察家建议关注 “优质 ”投资，而不是提振快速增长的科技股、停滞不前的备忘录股和数字世界的狗狗币。在股票中，这意味着拥有稳健的资产负债表、不断扩大的利润率以及充足且经常性的自由现金流的企业股票。即使未来几个月平均指数表现不佳，这些股票也可能会大放异彩。</blockquote></p><p> The stock market’s massive rally in the past year was a gift of sorts from the Federal Reserve, which flooded the financial system with money to stave off theeconomic damage wrought by the Covid pandemic. Since March 2020, the U.S. central bank has been buying a combined $120 billion a month of U.S. Treasuries and mortgage-backed securities, while keeping its benchmark federal-funds rate target at 0% to 0.25%. These moves have depressed bond yields and pushed investors into riskier assets, including stocks.</p><p><blockquote>过去一年股市的大幅反弹是美联储的一份礼物，美联储向金融体系注入了大量资金，以避免 Covid 大流行病造成的经济损失。自2020年3月以来，美国央行每月购买总计1200亿美元的美国国债和抵押贷款支持证券，同时将基准联邦基金利率目标维持在0%至0.25%。这些举措压低了债券收益率，并将投资者推向包括股票在内的风险更高的资产。</blockquote></p><p> Fed Chairman Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> has said that the central bank might begin to wind down, or taper, its emergency asset purchases sometime in the coming quarters, a move that could roil risk assets of all sorts. “For us, it’s very simple: Tapering is tightening,” says Mike Wilson, chief investment officer and chief U.S. equity strategist atMorgan Stanley.“It’s the first step away from maximum accommodation [by the Fed]. They’re being very calculated about it this time, but the bottom line is that it should have a negative effect on equity valuations.”</p><p><blockquote>美联储主席杰罗姆<a href=\"https://laohu8.com/S/POWL\">鲍威尔</a>曾表示，央行可能会在未来几个季度的某个时候开始逐步减少或缩减紧急资产购买规模，此举可能会动摇各种风险资产。“摩根士丹利（atMorgan Stanley）首席投资官兼首席美国股票策略师迈克-威尔逊（Mike Wilson）说：”对我们来说，这很简单：缩减规模就是收紧规模。“这是（美联储）远离最大限度宽松的第一步。他们这次对此非常精打细算，但底线是这应该会对股票估值产生负面影响。”</blockquote></p><p> The government’s stimulus spending, too, has peaked, the strategists note. Supplemental federal unemployment benefits of $300 a week expire as of Sept. 6. Although Congress seems likely to pass a bipartisan infrastructure bill this fall, the near-term economic impact will pale in comparison to the multiple rounds of stimulus introduced since March 2020.</p><p><blockquote>战略家们指出，政府的刺激支出也达到了顶峰。每周 300 美元的补充联邦失业救济金将于 9 月 6 日到期。尽管国会似乎可能会在今年秋天通过一项两党基础设施法案，但与2020年3月以来推出的多轮刺激计划相比，近期经济影响将相形见绌。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c2cb76c498c1c4c980139e3d0514c261\" tg-width=\"300\" tg-height=\"645\" referrerpolicy=\"no-referrer\">The bill includes about $550 billion in new spending—a fraction of the trillions authorized by previous laws—and it will be spread out over many years. The short-term boost that infrastructure stimulus will give to consumer spending, which accounts for almost 70% of U.S. growth domestic product, won’t come close to what the economy saw after millions of Americans received checks from the government this past year.</p><p><blockquote>该法案包括约 5500 亿美元的新支出——只是之前法律授权的万亿美元的一小部分——并且将分摊多年。基础设施刺激措施将在短期内对占美国国内生产总值增长近 70% 的消费支出的提振作用，远不及去年数百万美国人收到政府支票后的经济状况。</blockquote></p><p> A budget bill approved by Democrats only should follow the infrastructure bill, and include spending to support Medicare expansion, child-care funding, free community-college tuition, public housing, and climate-related measures, among other party priorities. Congress could vote to lift taxes on corporations and high-earning individuals to offset that spending—another near-term risk to the market.</p><p><blockquote>民主党批准的预算法案只应遵循基础设施法案，并包括支持医疗保险扩张、儿童保育资金、免费社区大学学费、公共住房和气候相关措施的支出，以及其他政党优先事项。国会可能会投票提高对企业和高收入个人的税收，以抵消这笔支出——这是市场面临的另一个近期风险。</blockquote></p><p></p><p> <img src=\"https://static.tigerbbs.com/6693da658db16059fc99e08a7531675f\" tg-width=\"300\" tg-height=\"645\" referrerpolicy=\"no-referrer\">Other politically charged issues likewise could derail equities this fall. Congress needs to pass a debt-ceiling increase to fund the government, and a stop-gap spending bill later this month to avoid a <a href=\"https://laohu8.com/S/WASH\">Washington</a> shutdown in October.</p><p><blockquote>今年秋天，其他充满政治色彩的问题同样可能导致股市脱轨。国会需要通过提高债务上限来为政府提供资金，并在本月晚些时候通过一项权宜之计支出法案，以避免<a href=\"https://laohu8.com/S/WASH\">华盛顿</a>十月关闭。</blockquote></p><p> For now, our market experts are relatively sanguine about the economic impact of the Delta variant of Covid-19. As long as vaccines remain effective in minimizing severe infections that lead to hospitalizations and deaths, the negative effects of the current Covid wave will be limited largely to the travel industry and movie theaters, they say. Wall Street’s base case for the market doesn’t include a renewed wave of lockdowns that would undermine economic growth.</p><p><blockquote>目前，我们的市场专家对新冠肺炎德尔塔变异毒株的经济影响相对乐观。他们说，只要疫苗在最大限度地减少导致住院和死亡的严重感染方面仍然有效，当前Covid浪潮的负面影响将主要局限于旅游业和电影院。华尔街对市场的基本看法并不包括新一波会破坏经济增长的封锁。</blockquote></p><p> Inflation has been a hot topic at the Fed and among investors, partly because it has been running so hot of late. The U.S. consumer price index rose at an annualized 5.4% in both June and July—a spike the Fed calls transitory, although others aren’t so sure. The strategists are taking Powell’s side of the argument; they expect inflation to fall significantly next year. Their forecasts fall between 2.5% and 3.5%, which they consider manageable for consumers and companies, and an acceptable side effect of rapid economic growth. An inflation rate above 2.5%, however, combined with Fed tapering, would mean that now ultralow bond yields should rise.</p><p><blockquote>通货膨胀一直是美联储和投资者的热门话题，部分原因是最近通货膨胀一直非常火爆。美国消费者价格指数在 6 月和 7 月均以年化 5.4% 的速度上涨--美联储的评级是暂时的，尽管其他人并不确定。战略家们站在鲍威尔一边；他们预计明年通货膨胀率将大幅下降。他们的预测降幅在 2.5% 至 3.5% 之间，他们认为这对消费者和企业来说是可控的，也是经济快速增长的可接受的副作用。然而，高于 2.5% 的通胀率，加上美联储缩减规模，意味着现在超低的债券收益率应该会上升。</blockquote></p><p> “We think inflation will continue to run hotter than it has since the financial crisis, but it’s hard for us to see inflation much over 2.5% once many of the reopening-related pressures start to dissipate,” says Michael Fredericks, head of income investing for theBlackRockMulti-Asset Strategies Group. “So bond yields do need to move up, but that will happen gradually.”</p><p><blockquote>“贝莱德多资产策略集团（BlackRockMulti-Asset Strategies Group）收入投资主管迈克尔-弗雷德里克斯（Michael Fredericks）说：”我们认为通胀将继续高于金融危机以来的水平，但一旦许多与重新开放相关的压力开始消散，我们就很难看到通胀率远高于2.5%。“因此，债券收益率确实需要上升，但这将是逐步发生的。”</blockquote></p><p> The strategists see the yield on the 10-year U.S. Treasury note climbing to around 1.65% by year end. That’s about 35 basis points—or hundredths of a percentage point—above current levels, but below the 1.75% that the yield reached at its March 2021 highs. By next year, the 10-year Treasury could yield 2%, the group says. Those aren’t big moves in absolute terms, but they’re meaningful for&nbsp;the bond market—and could be even more so for stocks.</p><p><blockquote>策略师预计，到年底，10年期美国国债收益率将攀升至1.65%左右。这比目前的水平高出约 35 个基点，即百分之一个百分点，但低于 2021 年 3 月高点时达到的 1.75%。该组织表示，到明年，10 年期国债收益率可能达到 2%。从绝对值来看，这些举措并不算大，但对债券市场来说意义重大，对股市来说意义更大。</blockquote></p><p> Rising yields tend to weigh on stock valuations for two reasons. Higher-yielding bonds offer competition to stocks, and companies’ future earnings are worthless in the present when discounting them at a higher rate. Still, a 10-year yield around 2% won’t be enough to knock stock valuations down to pre-Covid levels. Even if yields climb, market strategists see the price/earnings multiple of the S&amp;P 500 holding well above its 30-year average of 16 times forward earnings. The index’s forward P/E topped 23 last fall.</p><p><blockquote>收益率上升往往会给股票估值带来压力，原因有二。收益率较高的债券会给股票带来竞争，如果按较高的利率贴现，公司未来的收益在目前就毫无价值。尽管如此，2% 左右的 10 年期国债收益率仍不足以将股票估值降至 Covid 之前的水平。即使收益率攀升，市场策略师也认为标普500持有的市盈率远高于其 30 年平均水平 16 倍远期市盈率。去年秋天，该指数的远期市盈率突破了 23。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e08d24cb421d7cc13debd76a9c6fea01\" tg-width=\"660\" tg-height=\"434\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> As long as 10-year Treasury yields stay in the 2% range, the S&amp;P 500 should be able to command a forward P/E in the high teens, strategists say. A return to the 16-times long-term average isn’t in the cards until there is more pressure from much higher yields—or something else that causes stocks to fall.</p><p><blockquote>策略师表示，只要 10 年期国债收益率保持在 2% 范围内，标普500的远期市盈率就应该能够保持在高位。在收益率大幅上升或其他导致股市下跌的因素带来更大压力之前，回到 16 倍的长期平均水平是不可能的。</blockquote></p><p> If yields surge past 2% or 2.25%, investors could start to question equity valuations more seriously, says&nbsp;<a href=\"https://laohu8.com/S/STT\">State</a> Street’schief portfolio strategist, Gaurav Mallik: “We haven’t seen [the 10-year yield] above 2% for some time now, so that’s an important sentiment level for investors.”</p><p><blockquote>他表示，如果收益率飙升至 2% 或 2.25% 以上，投资者可能会开始更认真地质疑股票估值<a href=\"https://laohu8.com/S/STT\">状态</a>Street'schief 投资组合策略师 Gaurav Mallik： “我们已经有一段时间没有看到（10 年期国债收益率）超过 2%，因此这对投资者来说是一个重要的情绪水平。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/93ff6490069ab5dc1b4057f1ff7966f3\" tg-width=\"664\" tg-height=\"441\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Wilson is more concerned, noting that the stock market’s valuation risk is asymmetric: “It’s very unlikely that multiples are going to go up, and there’s a good chance that they go down more than 10% given the deceleration in growth and where we are in the cycle,” he says</p><p><blockquote>威尔逊更担心，他指出股市的估值风险是不对称的： “他说：”考虑到增长放缓和我们在周期中的位置，市盈率不太可能上升，而且很有可能下降 10% 以上。</blockquote></p><p> If 16 to 23 times forward earnings is the range, he adds, “you’re already at the very high end of that. There’s more potential risk than reward.”</p><p><blockquote>他补充说，如果 16 到 23 倍的远期市盈率是这个范围，“你已经处于这个范围的高端了。潜在的风险大于回报”。</blockquote></p><p> Some P/E-multiple compression is baked into all six strategists’ forecasts, heaping greater importance on the path of profit growth. On average, the strategists expect S&amp;P 500 earnings to jump 46% this year, to about $204, after last year’s earnings depression. That could be followed by a more normalized gain of 9% in 2022, to about $222.50.</p><p><blockquote>六位策略师的预测都包含了一些市盈率的压缩，这使得利润增长之路更加重要。在经历了去年的盈利低迷之后，策略师平均预计标普500今年的盈利将跃升 46%，达到约 204 美元。随后，2022 年可能会上涨 9%，达到约 222.50 美元。</blockquote></p><p></p><p> A potential headwind would be a higher federal corporate-tax rate in 2022. The details of Democrats’ spending and taxation plans will be worked out in the coming weeks, and investors can expect to hear a lot more about potential tax increases. Several strategists see a 25% federal rate on corporate profits as a likely compromise figure, above the 21% in place since 2018, but below the 28% sought by the Biden administration.</p><p><blockquote>一个潜在的阻力是 2022 年联邦企业税率的提高。民主党支出和税收计划的细节将在未来几周内制定，投资者有望听到更多关于潜在增税的消息。几位策略师认为，25% 的联邦企业利润率可能是一个妥协数字，高于 2018 年以来的 21%，但低于拜登政府寻求的 28%。</blockquote></p><p> An increase of that magnitude would shave about 5% off S&amp;P 500 earnings next year. The index could drop by a similar amount as the passage of the Democrats’ reconciliation bill nears this fall, but the impact should be limited to that initial correction. As with the tax cuts in December 2017, the change should be a <a href=\"https://laohu8.com/S/AONE.U\">one</a>-time event for the market, some strategists predict.</p><p><blockquote>如此幅度的增长将使标普500明年的盈利减少约 5%。随着民主党和解法案的临近，该指数可能会下降类似的幅度，但影响应仅限于最初的修正。与 2017 年 12 月的减税一样，这一变化应该是<a href=\"https://laohu8.com/S/AONE.U\">一</a>一些策略师预测，市场的时间事件。</blockquote></p><p> These concerns aside, investors shouldn’t miss the bigger picture: The U.S. economy is in good shape and growing robustly. The strategists expect gross domestic product to rise 6.3% this year and about 4% in 2022. “The cyclical uplift and above-trend growth will continue at least through 2022, and we want to be biased toward assets that have that exposure,” says Mallik.</p><p><blockquote>撇开这些担忧不谈，投资者不应忽视大局： 美国经济状况良好，增长强劲。策略师预计今年国内生产总值将增长6.3%，2022年将增长约4%。“马利克说：”周期性上涨和高于趋势的增长至少将持续到 2022 年，我们希望偏向具有这种风险敞口的资产。</blockquote></p><p>   “We’re going to have a hot economy this year and next. When GDP growth is above average, value beats growth and cyclicals beat defensives.”— Lori Calvasina, RBC Capital Markets  The State Street strategist recommends overweighting materials, financials, and technology in investment portfolios. That approach includes both economically sensitive companies, such as banks and miners, and steady growers in the tech sector.</p><p><blockquote>“今明两年我们的经济将非常火爆。当国内生产总值增长高于平均水平时，价值就会战胜增长，周期性股票会战胜防御性股票。”- Lori Calvasina，加拿大皇家银行资本市场 道富银行策略师建议在投资组合中增持材料、金融和技术。这种方法既包括银行和矿业等经济敏感的公司，也包括科技行业的稳定增长者。</blockquote></p><p> RBC Capital Markets’ head of U.S. equity strategy, Lori Calvasina, likewise takes a barbell approach, with both cyclical and growth exposure. Her preferred sectors are energy, financials, and technology.</p><p><blockquote>加拿大皇家银行资本市场（RBC Capital Markets）美国股票策略主管洛里-卡尔瓦西纳（Lori Calvasina）同样采取杠铃策略，同时投资周期性和成长性。她喜欢的行业是能源、金融和科技。</blockquote></p><p> “Valuations are still a lot more attractive in financials and energy than growth [sectors such as technology or consumer discretionary,]” Calvasina says. “The catalyst in the near term is getting out of the current Covid wave... We’re going to have a hot economy this year and next, and traditionally when GDP growth is above average, value beats growth and cyclicals beat defensives.”</p><p><blockquote>“卡尔瓦西纳说：”金融和能源领域的估值仍然比成长型行业（如科技或非必需消费品）更具吸引力。“近期的催化剂是摆脱当前的 Covid 浪潮......今明两年我们将迎来火热的经济，传统上，当 GDP 增长高于平均水平时，价值战胜增长，周期性战胜防御性。”</blockquote></p><p> But the focus on quality will be pivotal, especially moving into the second half of 2022. That’s when the Fed is likely to hike interest rates for the first time in this cycle. By 2023, the economy could return to pre-Covid growth on the order of 2%.</p><p><blockquote>但对质量的关注将是至关重要的，尤其是进入 2022 年下半年。届时美联储可能会在本周期内首次加息。到2023年，经济可能会恢复到新冠疫情前2%左右的增长率。</blockquote></p><p> “The historical playbook is that coming out of a recession, you tend to see low-quality outperformance that lasts about a year, then leadership flips back to high quality,” Calvasina says. “But that transition from low quality back to high quality tends to be very bumpy.”</p><p><blockquote>“卡尔瓦西纳说：”历史的剧本是，从经济衰退中走出来，往往会看到持续一年左右的低质量超越业绩，然后领导层会回到高质量。“但从低质量到高质量的转变往往非常坎坷”。</blockquote></p><p> <b>A Shopping List for Fall</b></p><p><blockquote><b>秋季购物清单</b></blockquote></p><p> Most strategists favor a combination of economically sensitive stocks and steady growers, including tech shares. Financials should do well, particularly if bond yields rise.</p><p><blockquote>大多数策略师倾向于经济敏感股票和稳定增长股票的组合，包括科技股。金融股应该表现良好，尤其是在债券收益率上升的情况下。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a54c4bd114c1a5f7f700d1fc14d30d8e\" tg-width=\"970\" tg-height=\"230\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Although stocks with quality attributes have outperformed the market this summer, according to a <a href=\"https://laohu8.com/S/BLK\">BlackRock</a> analysis, the quality factor has lagged since positive vaccine news was first reported last November.</p><p><blockquote>尽管具有质量属性的股票今年夏天的表现优于大盘，但根据<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>分析认为，自去年11月首次报道积极的疫苗消息以来，质量因素一直滞后。</blockquote></p><p> “We’re moving into a mid-cycle environment, when underlying economic growth remains strong but momentum begins to decelerate,” BlackRock’s Fredericks says. “Our research shows that quality stocks perform particularly well in such a period.”</p><p><blockquote>“贝莱德（BlackRock）的弗雷德里克斯（Fredericks）说：”我们正在进入一个周期中期环境，此时潜在的经济增长依然强劲，但势头开始放缓。“我们的研究表明，优质股票在这样的时期表现尤为出色。”</blockquote></p><p> He recommends overweighting profitable technology companies; financials, including banks, and consumer staples and industrials with those quality characteristics.</p><p><blockquote>他建议增持盈利的科技公司；金融业，包括银行，以及具有这些质量特征的必需消费品和工业。</blockquote></p><p> For <a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>’s head of equity strategy, Christopher Harvey, a mix of post-pandemic beneficiaries and defensive exposure is the way to go. He constructed a basket of stocks with lower-than-average volatility—which should outperform during periods of market uncertainty or stress this fall—and high “Covid beta,” or sensitivity to good or bad news about the pandemic. One requirement; The stocks had to be rated the equivalent of Buy by Wells Fargo’s equity analysts.</p><p><blockquote>为了<a href=\"https://laohu8.com/S/WFC\">富国银行</a>该公司的股票策略主管克里斯托弗-哈维（Christopher Harvey）认为，大流行后的受益者和防御性敞口相结合才是最佳选择。他构建了一篮子波动性低于平均水平的股票--在今年秋季市场不确定或压力时期，这些股票的表现应该会优于平均水平--并且 “Covid贝塔值 ”较高，即对大流行病的好消息或坏消息敏感。一个要求；富国银行的股票分析师不得不将这些股票评级相当于买入。</blockquote></p><p> “There’s near-term economic uncertainty, interest-rate uncertainty, and Covid risk, and generally we’re in a seasonally weaker part of the year around September,” says Harvey. “If we can balance low vol and high Covid beta, we can mitigate a lot of the upcoming uncertainty and volatility around timing of several of those catalysts. Longer-term, though, we still want to have that [reopening exposure.]”</p><p><blockquote>“哈维说：”近期存在经济不确定性、利率不确定性和 Covid 风险，一般来说，9 月前后我们正处于一年中季节性疲软的时期。“如果我们能在低体积和高 Covid beta 之间取得平衡，我们就能减轻即将到来的许多不确定性和波动性，这些催化剂的时间安排。不过，从长远来看，我们仍然希望有这种[重新开放的风险敞口]”。</blockquote></p><p></p><p> Harvey’s list of low-volatility stocks with high Covid beta includesApple(AAPL),<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>(BAC),<a href=\"https://laohu8.com/S/NTRSP\">Northern</a> Trust(NTRS),Lowe’s(LOW),<a href=\"https://laohu8.com/S/IQV\">IQVIA</a> Holdings(IQV), andMasco(MAS).</p><p><blockquote>哈维列出的高Covid贝塔值低波动性股票名单包括苹果公司（AAPL）、<a href=\"https://laohu8.com/S/BAC\">美国银行</a>（BAC），<a href=\"https://laohu8.com/S/NTRSP\">北方的</a>信托(NTRS)、劳氏(LOW)、<a href=\"https://laohu8.com/S/IQV\">伊克维亚</a>控股公司 (IQV) 和马斯科 (MAS)。</blockquote></p><p> Overall, banks are the most frequently recommended group for the months ahead. TheInvesco KBW Bankexchange-traded fund (KBWB) provides broad exposure to the sector in the U.S.</p><p><blockquote>总体而言，银行是未来几个月最常被推荐的群体。景顺 KBW 银行交易所交易基金 (KBWB) 为美国该行业提供广泛的投资。</blockquote></p><p> “We like the valuations [and] credit quality; they are now allowed to buy back shares and increase dividends, and there’s higher Covid beta,” says Harvey.</p><p><blockquote>“哈维说：”我们喜欢估值[和]信用质量；他们现在被允许回购股票并增加股息，而且 Covid 贝塔系数也更高。</blockquote></p><p> Cheaper valuations mean less potential downside in a market correction. And, contrary to much of the rest of the stock market, higher interest rates would be a tailwind for the banks, which could then charge more for loans.</p><p><blockquote>更便宜的估值意味着市场调整中潜在的下行空间较小。而且，与股票市场的其他大部分相反，更高的利率将成为银行的推动力，然后银行可能会收取更高的贷款费用。</blockquote></p><p> <a href=\"https://laohu8.com/S/HCSG\">Healthcare</a> stocks also have some fans. “<a href=\"https://laohu8.com/S/HR\">Healthcare</a> has both defensive and growth attributes to it,” Wilson says. “You’re paying a lot less per unit of growth in healthcare today than you are in other sectors. So we think it provides good balance in this market when we’re worried about valuation.” Health insurerHumana(HUM) makes Wilson’s “Fresh Money Buy List” of stocks Buy-rated by <a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a> analysts and fitting his macro views.</p><p><blockquote><a href=\"https://laohu8.com/S/HCSG\">医疗保健</a>股票也有一些粉丝。“<a href=\"https://laohu8.com/S/HR\">医疗保健</a>威尔逊说。“如今，与其他行业相比，医疗保健行业每单位增长的成本要低得多。因此，我们认为，当我们担心估值时，医疗保健行业为这个市场提供了良好的平衡。”Health insurerHumana (HUM) 将威尔逊的 “新鲜资金买入清单”评级为买入<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师并符合他的宏观观点。</blockquote></p><p> Nuveen’s Malik is also looking toward health care for relatively underpriced growth exposure, namely in the pharmaceuticals and biotechnology groups. She points toSeagen(SGEN), which is focused on oncology drugs and could be an attractive acquisition target for a pharma giant.</p><p><blockquote>Nuveen 的 Malik 也将目光投向了医疗保健行业，即制药和生物技术行业，以获得价格相对较低的增长机会。她指出，Seagen (SGEN) 专注于肿瘤药物，可能是制药巨头有吸引力的收购目标。</blockquote></p><p> Malik also likesAbbVie(ABBV) which trades at an undemanding eight times forward earnings and sports a 4.7% dividend yield. The coming expiration of patents on its blockbuster anti-inflammatory drug Humira has kept some investors away, but Malik is confident that management can limit the damage and sees promising drugs in development at the $200 billion company.</p><p><blockquote>马利克还喜欢艾伯维 (ABBV)，该公司的远期市盈率为 8 倍，股息收益率为 4.7%。其重磅抗炎药修美乐的专利即将到期，这让一些投资者望而却步，但马利克相信管理层可以限制损害，并看到这家价值 2000 亿美元的公司正在开发有前途的药物。</blockquote></p><p> Both stocks have had a tough time in recent days. Seagen fell more than 8% last week, to around $152, on news that its co-founder and CEO sold a large number of shares recently. AndAbbVietanked 7% Wednesday, to $112.27, after the Food and Drug Administration required new warning labels for JAK inhibitors, a type of anti-rheumatoid drug that includes one of <a href=\"https://laohu8.com/S/ABBV\">AbbVie</a>’s most promising post-Humira products.</p><p><blockquote>这两只股票最近几天都经历了艰难的时期。Seagen 上周下跌超过 8%，至 152 美元左右，原因是有消息称其联合创始人兼首席执行官最近出售了大量股票。周三，艾伯维股价下跌 7%，至 112.27 美元，此前美国食品和药物管理局要求 JAK 抑制剂贴上新的警告标签，JAK 抑制剂是一种抗类风湿药物，包括以下成分之一<a href=\"https://laohu8.com/S/ABBV\">艾伯维</a>最有前途的后修美乐产品。</blockquote></p><p> <a href=\"https://laohu8.com/S/PFE\">Pfizer</a>(PFE),<a href=\"https://laohu8.com/S/AXP\">American Express</a>(AXP),Johnson &amp; Johnson(JNJ), andCisco Systems(CSCO) are other S&amp;P 500 members that pass a<i>Barron’s</i>screen for quality attributes.</p><p><blockquote><a href=\"https://laohu8.com/S/PFE\">辉瑞</a>（PFE），<a href=\"https://laohu8.com/S/AXP\">美国运通</a>(AXP)、强生公司 (JNJ) 和思科系统公司 (CSCO) 是其他通过<i>巴伦</i>质量属性屏幕。</blockquote></p><p> After a year of steady gains, investors might be reminded this fall that stocks can also decline, as growth momentum and policy support begin to fade. But underlying economic strength supports buying the dip, should the market drop from its highs. <a href=\"https://laohu8.com/S/JE\">Just</a> be more selective. And go with quality.</p><p><blockquote>经过一年的稳步上涨后，今年秋天投资者可能会被提醒，随着增长势头和政策支持开始消退，股市也可能下跌。但如果市场从高点回落，潜在的经济实力支持逢低买入。<a href=\"https://laohu8.com/S/JE\">刚刚</a>更有选择性。追求质量。</blockquote></p><p></p>","source":"lsy1610680873436","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>Strategists Say the Stock Market Could Struggle This Fall. What to Buy Now?<blockquote>策略师表示，今年秋天股市可能会陷入困境。现在买什么？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStrategists Say the Stock Market Could Struggle This Fall. What to Buy Now?<blockquote>策略师表示，今年秋天股市可能会陷入困境。现在买什么？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barron's</strong><span class=\"h-time small\">2021-09-07 17:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p>What a year this has been for the markets! Fueled by a torrent of monetary and fiscal stimulus, economic and earnings growth, and (until recently) a mostly receding pandemic, theS&amp;P 500stock index has rallied 20%, notching seven straight months of gains and more than 50 highs along the way. And that’s on top of last year’s 68% rebound from the market’s March 2020 lows.</p><p><blockquote>对于市场来说，这是多么美好的一年啊!在货币和财政刺激、经济和盈利增长以及（直到最近）疫情基本消退的推动下，标准普尔 500 指数上涨了 20%，连续七个月上涨，并一路创下 50 多个新高。此外，去年市场从 2020 年 3 月的低点反弹了 68%。</blockquote></p><p> Tailwinds remain in place, but headwinds now loom that could slow stocks’ advance. Stimulus spending has peaked, and economic and corporate-earnings growth are likely to decelerate through the end of the year. What’s more, theFederal Reserve has all but promised to start tapering its bond buyingin coming months, and the Biden administration has proposed hiking corporate and personal tax rates. None of this is apt to sit well with holders of increasingly pricey shares.</p><p><blockquote>顺风依然存在，但逆风现在迫在眉睫，可能会减缓股市的上涨速度。刺激支出已见顶，经济和企业盈利增长可能会在今年年底放缓。更重要的是，美联储几乎承诺在未来几个月开始缩减债券购买规模，拜登政府也提议提高企业和个人税率。对于越来越昂贵的股票持有者来说，这些都不太可能满意。</blockquote></p><p> In other words,brace for a volatile fallin which conflicting forces buffet stocks, bonds, and investors. “The everything rally is behind us,” says Saira Malik, chief investment officer of global equities at Nuveen. “It’s not going to be a sharply rising economic tide that lifts all boats from here.”</p><p><blockquote>换句话说，做好准备迎接波动性下跌，这相互矛盾地推动巴菲特股票、债券和投资者。“Nuveen 全球股票首席投资官赛拉-马利克（Saira Malik）说：”万物反弹已经过去。“这不会是一股急剧上涨的经济潮流，让所有船只都离开这里”。</blockquote></p><p> That’s the general consensus among the six market strategists and chief investment officers whom<i>Barron’s</i>recently consulted. All see the S&amp;P 500 ending the year near Thursday’s close of 4536. Their average target: 4585.</p><p><blockquote>这是六位市场策略师和首席投资官的普遍共识。<i>巴伦</i>最近咨询过。所有人都看到标普500在周四收盘价 4536 点附近收盘。他们的平均目标：4585。</blockquote></p><p> Next year’s gains look muted, as well, relative to recent trends. The group expects the S&amp;P 500 to tack on another 6% in 2022, rising to about 4800.</p><p><blockquote>与最近的趋势相比，明年的涨幅也显得微不足道。该集团预计 2022 年标普500将再增长 6%，升至 4,800 左右。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/eb61c7b74b9b0f18a019afb4ac44ad59\" tg-width=\"300\" tg-height=\"645\" referrerpolicy=\"no-referrer\">With stocks trading for about 21 times the coming year’s expected earnings,bonds yielding little, and cash yielding less than nothing after accounting for inflation, investors face tough asset-allocation decisions. In place of the “everything rally,” which lifted fast-growing tech stocks, no-growth meme stocks, and the Dogecoins of the digital world, our market watchers recommend focusing on “quality” investments. In equities, that means shares of businesses with solid balance sheets, expanding profit margins, and ample and recurring free cash flow. Even if the averages do little in coming months, these stocks are likely to shine.</p><p><blockquote>由于股票交易价格约为来年预期收益的 21 倍，债券收益率很低，现金收益率在考虑通货膨胀因素后几乎为零，投资者面临着艰难的资产配置决策。我们的市场观察家建议关注 “优质 ”投资，而不是提振快速增长的科技股、停滞不前的备忘录股和数字世界的狗狗币。在股票中，这意味着拥有稳健的资产负债表、不断扩大的利润率以及充足且经常性的自由现金流的企业股票。即使未来几个月平均指数表现不佳，这些股票也可能会大放异彩。</blockquote></p><p> The stock market’s massive rally in the past year was a gift of sorts from the Federal Reserve, which flooded the financial system with money to stave off theeconomic damage wrought by the Covid pandemic. Since March 2020, the U.S. central bank has been buying a combined $120 billion a month of U.S. Treasuries and mortgage-backed securities, while keeping its benchmark federal-funds rate target at 0% to 0.25%. These moves have depressed bond yields and pushed investors into riskier assets, including stocks.</p><p><blockquote>过去一年股市的大幅反弹是美联储的一份礼物，美联储向金融体系注入了大量资金，以避免 Covid 大流行病造成的经济损失。自2020年3月以来，美国央行每月购买总计1200亿美元的美国国债和抵押贷款支持证券，同时将基准联邦基金利率目标维持在0%至0.25%。这些举措压低了债券收益率，并将投资者推向包括股票在内的风险更高的资产。</blockquote></p><p> Fed Chairman Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> has said that the central bank might begin to wind down, or taper, its emergency asset purchases sometime in the coming quarters, a move that could roil risk assets of all sorts. “For us, it’s very simple: Tapering is tightening,” says Mike Wilson, chief investment officer and chief U.S. equity strategist atMorgan Stanley.“It’s the first step away from maximum accommodation [by the Fed]. They’re being very calculated about it this time, but the bottom line is that it should have a negative effect on equity valuations.”</p><p><blockquote>美联储主席杰罗姆<a href=\"https://laohu8.com/S/POWL\">鲍威尔</a>曾表示，央行可能会在未来几个季度的某个时候开始逐步减少或缩减紧急资产购买规模，此举可能会动摇各种风险资产。“摩根士丹利（atMorgan Stanley）首席投资官兼首席美国股票策略师迈克-威尔逊（Mike Wilson）说：”对我们来说，这很简单：缩减规模就是收紧规模。“这是（美联储）远离最大限度宽松的第一步。他们这次对此非常精打细算，但底线是这应该会对股票估值产生负面影响。”</blockquote></p><p> The government’s stimulus spending, too, has peaked, the strategists note. Supplemental federal unemployment benefits of $300 a week expire as of Sept. 6. Although Congress seems likely to pass a bipartisan infrastructure bill this fall, the near-term economic impact will pale in comparison to the multiple rounds of stimulus introduced since March 2020.</p><p><blockquote>战略家们指出，政府的刺激支出也达到了顶峰。每周 300 美元的补充联邦失业救济金将于 9 月 6 日到期。尽管国会似乎可能会在今年秋天通过一项两党基础设施法案，但与2020年3月以来推出的多轮刺激计划相比，近期经济影响将相形见绌。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c2cb76c498c1c4c980139e3d0514c261\" tg-width=\"300\" tg-height=\"645\" referrerpolicy=\"no-referrer\">The bill includes about $550 billion in new spending—a fraction of the trillions authorized by previous laws—and it will be spread out over many years. The short-term boost that infrastructure stimulus will give to consumer spending, which accounts for almost 70% of U.S. growth domestic product, won’t come close to what the economy saw after millions of Americans received checks from the government this past year.</p><p><blockquote>该法案包括约 5500 亿美元的新支出——只是之前法律授权的万亿美元的一小部分——并且将分摊多年。基础设施刺激措施将在短期内对占美国国内生产总值增长近 70% 的消费支出的提振作用，远不及去年数百万美国人收到政府支票后的经济状况。</blockquote></p><p> A budget bill approved by Democrats only should follow the infrastructure bill, and include spending to support Medicare expansion, child-care funding, free community-college tuition, public housing, and climate-related measures, among other party priorities. Congress could vote to lift taxes on corporations and high-earning individuals to offset that spending—another near-term risk to the market.</p><p><blockquote>民主党批准的预算法案只应遵循基础设施法案，并包括支持医疗保险扩张、儿童保育资金、免费社区大学学费、公共住房和气候相关措施的支出，以及其他政党优先事项。国会可能会投票提高对企业和高收入个人的税收，以抵消这笔支出——这是市场面临的另一个近期风险。</blockquote></p><p></p><p> <img src=\"https://static.tigerbbs.com/6693da658db16059fc99e08a7531675f\" tg-width=\"300\" tg-height=\"645\" referrerpolicy=\"no-referrer\">Other politically charged issues likewise could derail equities this fall. Congress needs to pass a debt-ceiling increase to fund the government, and a stop-gap spending bill later this month to avoid a <a href=\"https://laohu8.com/S/WASH\">Washington</a> shutdown in October.</p><p><blockquote>今年秋天，其他充满政治色彩的问题同样可能导致股市脱轨。国会需要通过提高债务上限来为政府提供资金，并在本月晚些时候通过一项权宜之计支出法案，以避免<a href=\"https://laohu8.com/S/WASH\">华盛顿</a>十月关闭。</blockquote></p><p> For now, our market experts are relatively sanguine about the economic impact of the Delta variant of Covid-19. As long as vaccines remain effective in minimizing severe infections that lead to hospitalizations and deaths, the negative effects of the current Covid wave will be limited largely to the travel industry and movie theaters, they say. Wall Street’s base case for the market doesn’t include a renewed wave of lockdowns that would undermine economic growth.</p><p><blockquote>目前，我们的市场专家对新冠肺炎德尔塔变异毒株的经济影响相对乐观。他们说，只要疫苗在最大限度地减少导致住院和死亡的严重感染方面仍然有效，当前Covid浪潮的负面影响将主要局限于旅游业和电影院。华尔街对市场的基本看法并不包括新一波会破坏经济增长的封锁。</blockquote></p><p> Inflation has been a hot topic at the Fed and among investors, partly because it has been running so hot of late. The U.S. consumer price index rose at an annualized 5.4% in both June and July—a spike the Fed calls transitory, although others aren’t so sure. The strategists are taking Powell’s side of the argument; they expect inflation to fall significantly next year. Their forecasts fall between 2.5% and 3.5%, which they consider manageable for consumers and companies, and an acceptable side effect of rapid economic growth. An inflation rate above 2.5%, however, combined with Fed tapering, would mean that now ultralow bond yields should rise.</p><p><blockquote>通货膨胀一直是美联储和投资者的热门话题，部分原因是最近通货膨胀一直非常火爆。美国消费者价格指数在 6 月和 7 月均以年化 5.4% 的速度上涨--美联储的评级是暂时的，尽管其他人并不确定。战略家们站在鲍威尔一边；他们预计明年通货膨胀率将大幅下降。他们的预测降幅在 2.5% 至 3.5% 之间，他们认为这对消费者和企业来说是可控的，也是经济快速增长的可接受的副作用。然而，高于 2.5% 的通胀率，加上美联储缩减规模，意味着现在超低的债券收益率应该会上升。</blockquote></p><p> “We think inflation will continue to run hotter than it has since the financial crisis, but it’s hard for us to see inflation much over 2.5% once many of the reopening-related pressures start to dissipate,” says Michael Fredericks, head of income investing for theBlackRockMulti-Asset Strategies Group. “So bond yields do need to move up, but that will happen gradually.”</p><p><blockquote>“贝莱德多资产策略集团（BlackRockMulti-Asset Strategies Group）收入投资主管迈克尔-弗雷德里克斯（Michael Fredericks）说：”我们认为通胀将继续高于金融危机以来的水平，但一旦许多与重新开放相关的压力开始消散，我们就很难看到通胀率远高于2.5%。“因此，债券收益率确实需要上升，但这将是逐步发生的。”</blockquote></p><p> The strategists see the yield on the 10-year U.S. Treasury note climbing to around 1.65% by year end. That’s about 35 basis points—or hundredths of a percentage point—above current levels, but below the 1.75% that the yield reached at its March 2021 highs. By next year, the 10-year Treasury could yield 2%, the group says. Those aren’t big moves in absolute terms, but they’re meaningful for&nbsp;the bond market—and could be even more so for stocks.</p><p><blockquote>策略师预计，到年底，10年期美国国债收益率将攀升至1.65%左右。这比目前的水平高出约 35 个基点，即百分之一个百分点，但低于 2021 年 3 月高点时达到的 1.75%。该组织表示，到明年，10 年期国债收益率可能达到 2%。从绝对值来看，这些举措并不算大，但对债券市场来说意义重大，对股市来说意义更大。</blockquote></p><p> Rising yields tend to weigh on stock valuations for two reasons. Higher-yielding bonds offer competition to stocks, and companies’ future earnings are worthless in the present when discounting them at a higher rate. Still, a 10-year yield around 2% won’t be enough to knock stock valuations down to pre-Covid levels. Even if yields climb, market strategists see the price/earnings multiple of the S&amp;P 500 holding well above its 30-year average of 16 times forward earnings. The index’s forward P/E topped 23 last fall.</p><p><blockquote>收益率上升往往会给股票估值带来压力，原因有二。收益率较高的债券会给股票带来竞争，如果按较高的利率贴现，公司未来的收益在目前就毫无价值。尽管如此，2% 左右的 10 年期国债收益率仍不足以将股票估值降至 Covid 之前的水平。即使收益率攀升，市场策略师也认为标普500持有的市盈率远高于其 30 年平均水平 16 倍远期市盈率。去年秋天，该指数的远期市盈率突破了 23。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e08d24cb421d7cc13debd76a9c6fea01\" tg-width=\"660\" tg-height=\"434\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> As long as 10-year Treasury yields stay in the 2% range, the S&amp;P 500 should be able to command a forward P/E in the high teens, strategists say. A return to the 16-times long-term average isn’t in the cards until there is more pressure from much higher yields—or something else that causes stocks to fall.</p><p><blockquote>策略师表示，只要 10 年期国债收益率保持在 2% 范围内，标普500的远期市盈率就应该能够保持在高位。在收益率大幅上升或其他导致股市下跌的因素带来更大压力之前，回到 16 倍的长期平均水平是不可能的。</blockquote></p><p> If yields surge past 2% or 2.25%, investors could start to question equity valuations more seriously, says&nbsp;<a href=\"https://laohu8.com/S/STT\">State</a> Street’schief portfolio strategist, Gaurav Mallik: “We haven’t seen [the 10-year yield] above 2% for some time now, so that’s an important sentiment level for investors.”</p><p><blockquote>他表示，如果收益率飙升至 2% 或 2.25% 以上，投资者可能会开始更认真地质疑股票估值<a href=\"https://laohu8.com/S/STT\">状态</a>Street'schief 投资组合策略师 Gaurav Mallik： “我们已经有一段时间没有看到（10 年期国债收益率）超过 2%，因此这对投资者来说是一个重要的情绪水平。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/93ff6490069ab5dc1b4057f1ff7966f3\" tg-width=\"664\" tg-height=\"441\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Wilson is more concerned, noting that the stock market’s valuation risk is asymmetric: “It’s very unlikely that multiples are going to go up, and there’s a good chance that they go down more than 10% given the deceleration in growth and where we are in the cycle,” he says</p><p><blockquote>威尔逊更担心，他指出股市的估值风险是不对称的： “他说：”考虑到增长放缓和我们在周期中的位置，市盈率不太可能上升，而且很有可能下降 10% 以上。</blockquote></p><p> If 16 to 23 times forward earnings is the range, he adds, “you’re already at the very high end of that. There’s more potential risk than reward.”</p><p><blockquote>他补充说，如果 16 到 23 倍的远期市盈率是这个范围，“你已经处于这个范围的高端了。潜在的风险大于回报”。</blockquote></p><p> Some P/E-multiple compression is baked into all six strategists’ forecasts, heaping greater importance on the path of profit growth. On average, the strategists expect S&amp;P 500 earnings to jump 46% this year, to about $204, after last year’s earnings depression. That could be followed by a more normalized gain of 9% in 2022, to about $222.50.</p><p><blockquote>六位策略师的预测都包含了一些市盈率的压缩，这使得利润增长之路更加重要。在经历了去年的盈利低迷之后，策略师平均预计标普500今年的盈利将跃升 46%，达到约 204 美元。随后，2022 年可能会上涨 9%，达到约 222.50 美元。</blockquote></p><p></p><p> A potential headwind would be a higher federal corporate-tax rate in 2022. The details of Democrats’ spending and taxation plans will be worked out in the coming weeks, and investors can expect to hear a lot more about potential tax increases. Several strategists see a 25% federal rate on corporate profits as a likely compromise figure, above the 21% in place since 2018, but below the 28% sought by the Biden administration.</p><p><blockquote>一个潜在的阻力是 2022 年联邦企业税率的提高。民主党支出和税收计划的细节将在未来几周内制定，投资者有望听到更多关于潜在增税的消息。几位策略师认为，25% 的联邦企业利润率可能是一个妥协数字，高于 2018 年以来的 21%，但低于拜登政府寻求的 28%。</blockquote></p><p> An increase of that magnitude would shave about 5% off S&amp;P 500 earnings next year. The index could drop by a similar amount as the passage of the Democrats’ reconciliation bill nears this fall, but the impact should be limited to that initial correction. As with the tax cuts in December 2017, the change should be a <a href=\"https://laohu8.com/S/AONE.U\">one</a>-time event for the market, some strategists predict.</p><p><blockquote>如此幅度的增长将使标普500明年的盈利减少约 5%。随着民主党和解法案的临近，该指数可能会下降类似的幅度，但影响应仅限于最初的修正。与 2017 年 12 月的减税一样，这一变化应该是<a href=\"https://laohu8.com/S/AONE.U\">一</a>一些策略师预测，市场的时间事件。</blockquote></p><p> These concerns aside, investors shouldn’t miss the bigger picture: The U.S. economy is in good shape and growing robustly. The strategists expect gross domestic product to rise 6.3% this year and about 4% in 2022. “The cyclical uplift and above-trend growth will continue at least through 2022, and we want to be biased toward assets that have that exposure,” says Mallik.</p><p><blockquote>撇开这些担忧不谈，投资者不应忽视大局： 美国经济状况良好，增长强劲。策略师预计今年国内生产总值将增长6.3%，2022年将增长约4%。“马利克说：”周期性上涨和高于趋势的增长至少将持续到 2022 年，我们希望偏向具有这种风险敞口的资产。</blockquote></p><p>   “We’re going to have a hot economy this year and next. When GDP growth is above average, value beats growth and cyclicals beat defensives.”— Lori Calvasina, RBC Capital Markets  The State Street strategist recommends overweighting materials, financials, and technology in investment portfolios. That approach includes both economically sensitive companies, such as banks and miners, and steady growers in the tech sector.</p><p><blockquote>“今明两年我们的经济将非常火爆。当国内生产总值增长高于平均水平时，价值就会战胜增长，周期性股票会战胜防御性股票。”- Lori Calvasina，加拿大皇家银行资本市场 道富银行策略师建议在投资组合中增持材料、金融和技术。这种方法既包括银行和矿业等经济敏感的公司，也包括科技行业的稳定增长者。</blockquote></p><p> RBC Capital Markets’ head of U.S. equity strategy, Lori Calvasina, likewise takes a barbell approach, with both cyclical and growth exposure. Her preferred sectors are energy, financials, and technology.</p><p><blockquote>加拿大皇家银行资本市场（RBC Capital Markets）美国股票策略主管洛里-卡尔瓦西纳（Lori Calvasina）同样采取杠铃策略，同时投资周期性和成长性。她喜欢的行业是能源、金融和科技。</blockquote></p><p> “Valuations are still a lot more attractive in financials and energy than growth [sectors such as technology or consumer discretionary,]” Calvasina says. “The catalyst in the near term is getting out of the current Covid wave... We’re going to have a hot economy this year and next, and traditionally when GDP growth is above average, value beats growth and cyclicals beat defensives.”</p><p><blockquote>“卡尔瓦西纳说：”金融和能源领域的估值仍然比成长型行业（如科技或非必需消费品）更具吸引力。“近期的催化剂是摆脱当前的 Covid 浪潮......今明两年我们将迎来火热的经济，传统上，当 GDP 增长高于平均水平时，价值战胜增长，周期性战胜防御性。”</blockquote></p><p> But the focus on quality will be pivotal, especially moving into the second half of 2022. That’s when the Fed is likely to hike interest rates for the first time in this cycle. By 2023, the economy could return to pre-Covid growth on the order of 2%.</p><p><blockquote>但对质量的关注将是至关重要的，尤其是进入 2022 年下半年。届时美联储可能会在本周期内首次加息。到2023年，经济可能会恢复到新冠疫情前2%左右的增长率。</blockquote></p><p> “The historical playbook is that coming out of a recession, you tend to see low-quality outperformance that lasts about a year, then leadership flips back to high quality,” Calvasina says. “But that transition from low quality back to high quality tends to be very bumpy.”</p><p><blockquote>“卡尔瓦西纳说：”历史的剧本是，从经济衰退中走出来，往往会看到持续一年左右的低质量超越业绩，然后领导层会回到高质量。“但从低质量到高质量的转变往往非常坎坷”。</blockquote></p><p> <b>A Shopping List for Fall</b></p><p><blockquote><b>秋季购物清单</b></blockquote></p><p> Most strategists favor a combination of economically sensitive stocks and steady growers, including tech shares. Financials should do well, particularly if bond yields rise.</p><p><blockquote>大多数策略师倾向于经济敏感股票和稳定增长股票的组合，包括科技股。金融股应该表现良好，尤其是在债券收益率上升的情况下。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a54c4bd114c1a5f7f700d1fc14d30d8e\" tg-width=\"970\" tg-height=\"230\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Although stocks with quality attributes have outperformed the market this summer, according to a <a href=\"https://laohu8.com/S/BLK\">BlackRock</a> analysis, the quality factor has lagged since positive vaccine news was first reported last November.</p><p><blockquote>尽管具有质量属性的股票今年夏天的表现优于大盘，但根据<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>分析认为，自去年11月首次报道积极的疫苗消息以来，质量因素一直滞后。</blockquote></p><p> “We’re moving into a mid-cycle environment, when underlying economic growth remains strong but momentum begins to decelerate,” BlackRock’s Fredericks says. “Our research shows that quality stocks perform particularly well in such a period.”</p><p><blockquote>“贝莱德（BlackRock）的弗雷德里克斯（Fredericks）说：”我们正在进入一个周期中期环境，此时潜在的经济增长依然强劲，但势头开始放缓。“我们的研究表明，优质股票在这样的时期表现尤为出色。”</blockquote></p><p> He recommends overweighting profitable technology companies; financials, including banks, and consumer staples and industrials with those quality characteristics.</p><p><blockquote>他建议增持盈利的科技公司；金融业，包括银行，以及具有这些质量特征的必需消费品和工业。</blockquote></p><p> For <a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>’s head of equity strategy, Christopher Harvey, a mix of post-pandemic beneficiaries and defensive exposure is the way to go. He constructed a basket of stocks with lower-than-average volatility—which should outperform during periods of market uncertainty or stress this fall—and high “Covid beta,” or sensitivity to good or bad news about the pandemic. One requirement; The stocks had to be rated the equivalent of Buy by Wells Fargo’s equity analysts.</p><p><blockquote>为了<a href=\"https://laohu8.com/S/WFC\">富国银行</a>该公司的股票策略主管克里斯托弗-哈维（Christopher Harvey）认为，大流行后的受益者和防御性敞口相结合才是最佳选择。他构建了一篮子波动性低于平均水平的股票--在今年秋季市场不确定或压力时期，这些股票的表现应该会优于平均水平--并且 “Covid贝塔值 ”较高，即对大流行病的好消息或坏消息敏感。一个要求；富国银行的股票分析师不得不将这些股票评级相当于买入。</blockquote></p><p> “There’s near-term economic uncertainty, interest-rate uncertainty, and Covid risk, and generally we’re in a seasonally weaker part of the year around September,” says Harvey. “If we can balance low vol and high Covid beta, we can mitigate a lot of the upcoming uncertainty and volatility around timing of several of those catalysts. Longer-term, though, we still want to have that [reopening exposure.]”</p><p><blockquote>“哈维说：”近期存在经济不确定性、利率不确定性和 Covid 风险，一般来说，9 月前后我们正处于一年中季节性疲软的时期。“如果我们能在低体积和高 Covid beta 之间取得平衡，我们就能减轻即将到来的许多不确定性和波动性，这些催化剂的时间安排。不过，从长远来看，我们仍然希望有这种[重新开放的风险敞口]”。</blockquote></p><p></p><p> Harvey’s list of low-volatility stocks with high Covid beta includesApple(AAPL),<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>(BAC),<a href=\"https://laohu8.com/S/NTRSP\">Northern</a> Trust(NTRS),Lowe’s(LOW),<a href=\"https://laohu8.com/S/IQV\">IQVIA</a> Holdings(IQV), andMasco(MAS).</p><p><blockquote>哈维列出的高Covid贝塔值低波动性股票名单包括苹果公司（AAPL）、<a href=\"https://laohu8.com/S/BAC\">美国银行</a>（BAC），<a href=\"https://laohu8.com/S/NTRSP\">北方的</a>信托(NTRS)、劳氏(LOW)、<a href=\"https://laohu8.com/S/IQV\">伊克维亚</a>控股公司 (IQV) 和马斯科 (MAS)。</blockquote></p><p> Overall, banks are the most frequently recommended group for the months ahead. TheInvesco KBW Bankexchange-traded fund (KBWB) provides broad exposure to the sector in the U.S.</p><p><blockquote>总体而言，银行是未来几个月最常被推荐的群体。景顺 KBW 银行交易所交易基金 (KBWB) 为美国该行业提供广泛的投资。</blockquote></p><p> “We like the valuations [and] credit quality; they are now allowed to buy back shares and increase dividends, and there’s higher Covid beta,” says Harvey.</p><p><blockquote>“哈维说：”我们喜欢估值[和]信用质量；他们现在被允许回购股票并增加股息，而且 Covid 贝塔系数也更高。</blockquote></p><p> Cheaper valuations mean less potential downside in a market correction. And, contrary to much of the rest of the stock market, higher interest rates would be a tailwind for the banks, which could then charge more for loans.</p><p><blockquote>更便宜的估值意味着市场调整中潜在的下行空间较小。而且，与股票市场的其他大部分相反，更高的利率将成为银行的推动力，然后银行可能会收取更高的贷款费用。</blockquote></p><p> <a href=\"https://laohu8.com/S/HCSG\">Healthcare</a> stocks also have some fans. “<a href=\"https://laohu8.com/S/HR\">Healthcare</a> has both defensive and growth attributes to it,” Wilson says. “You’re paying a lot less per unit of growth in healthcare today than you are in other sectors. So we think it provides good balance in this market when we’re worried about valuation.” Health insurerHumana(HUM) makes Wilson’s “Fresh Money Buy List” of stocks Buy-rated by <a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a> analysts and fitting his macro views.</p><p><blockquote><a href=\"https://laohu8.com/S/HCSG\">医疗保健</a>股票也有一些粉丝。“<a href=\"https://laohu8.com/S/HR\">医疗保健</a>威尔逊说。“如今，与其他行业相比，医疗保健行业每单位增长的成本要低得多。因此，我们认为，当我们担心估值时，医疗保健行业为这个市场提供了良好的平衡。”Health insurerHumana (HUM) 将威尔逊的 “新鲜资金买入清单”评级为买入<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师并符合他的宏观观点。</blockquote></p><p> Nuveen’s Malik is also looking toward health care for relatively underpriced growth exposure, namely in the pharmaceuticals and biotechnology groups. She points toSeagen(SGEN), which is focused on oncology drugs and could be an attractive acquisition target for a pharma giant.</p><p><blockquote>Nuveen 的 Malik 也将目光投向了医疗保健行业，即制药和生物技术行业，以获得价格相对较低的增长机会。她指出，Seagen (SGEN) 专注于肿瘤药物，可能是制药巨头有吸引力的收购目标。</blockquote></p><p> Malik also likesAbbVie(ABBV) which trades at an undemanding eight times forward earnings and sports a 4.7% dividend yield. The coming expiration of patents on its blockbuster anti-inflammatory drug Humira has kept some investors away, but Malik is confident that management can limit the damage and sees promising drugs in development at the $200 billion company.</p><p><blockquote>马利克还喜欢艾伯维 (ABBV)，该公司的远期市盈率为 8 倍，股息收益率为 4.7%。其重磅抗炎药修美乐的专利即将到期，这让一些投资者望而却步，但马利克相信管理层可以限制损害，并看到这家价值 2000 亿美元的公司正在开发有前途的药物。</blockquote></p><p> Both stocks have had a tough time in recent days. Seagen fell more than 8% last week, to around $152, on news that its co-founder and CEO sold a large number of shares recently. AndAbbVietanked 7% Wednesday, to $112.27, after the Food and Drug Administration required new warning labels for JAK inhibitors, a type of anti-rheumatoid drug that includes one of <a href=\"https://laohu8.com/S/ABBV\">AbbVie</a>’s most promising post-Humira products.</p><p><blockquote>这两只股票最近几天都经历了艰难的时期。Seagen 上周下跌超过 8%，至 152 美元左右，原因是有消息称其联合创始人兼首席执行官最近出售了大量股票。周三，艾伯维股价下跌 7%，至 112.27 美元，此前美国食品和药物管理局要求 JAK 抑制剂贴上新的警告标签，JAK 抑制剂是一种抗类风湿药物，包括以下成分之一<a href=\"https://laohu8.com/S/ABBV\">艾伯维</a>最有前途的后修美乐产品。</blockquote></p><p> <a href=\"https://laohu8.com/S/PFE\">Pfizer</a>(PFE),<a href=\"https://laohu8.com/S/AXP\">American Express</a>(AXP),Johnson &amp; Johnson(JNJ), andCisco Systems(CSCO) are other S&amp;P 500 members that pass a<i>Barron’s</i>screen for quality attributes.</p><p><blockquote><a href=\"https://laohu8.com/S/PFE\">辉瑞</a>（PFE），<a href=\"https://laohu8.com/S/AXP\">美国运通</a>(AXP)、强生公司 (JNJ) 和思科系统公司 (CSCO) 是其他通过<i>巴伦</i>质量属性屏幕。</blockquote></p><p> After a year of steady gains, investors might be reminded this fall that stocks can also decline, as growth momentum and policy support begin to fade. But underlying economic strength supports buying the dip, should the market drop from its highs. <a href=\"https://laohu8.com/S/JE\">Just</a> be more selective. And go with quality.</p><p><blockquote>经过一年的稳步上涨后，今年秋天投资者可能会被提醒，随着增长势头和政策支持开始消退，股市也可能下跌。但如果市场从高点回落，潜在的经济实力支持逢低买入。<a href=\"https://laohu8.com/S/JE\">刚刚</a>更有选择性。追求质量。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/stocks-could-struggle-this-fall-market-strategists-say-stick-with-quality-companies-51630699840?siteid=yhoof2\">Barron's</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.barrons.com/articles/stocks-could-struggle-this-fall-market-strategists-say-stick-with-quality-companies-51630699840?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130130857","content_text":"What a year this has been for the markets! Fueled by a torrent of monetary and fiscal stimulus, economic and earnings growth, and (until recently) a mostly receding pandemic, theS&P 500stock index has rallied 20%, notching seven straight months of gains and more than 50 highs along the way. And that’s on top of last year’s 68% rebound from the market’s March 2020 lows.\nTailwinds remain in place, but headwinds now loom that could slow stocks’ advance. Stimulus spending has peaked, and economic and corporate-earnings growth are likely to decelerate through the end of the year. What’s more, theFederal Reserve has all but promised to start tapering its bond buyingin coming months, and the Biden administration has proposed hiking corporate and personal tax rates. None of this is apt to sit well with holders of increasingly pricey shares.\nIn other words,brace for a volatile fallin which conflicting forces buffet stocks, bonds, and investors. “The everything rally is behind us,” says Saira Malik, chief investment officer of global equities at Nuveen. “It’s not going to be a sharply rising economic tide that lifts all boats from here.”\nThat’s the general consensus among the six market strategists and chief investment officers whomBarron’srecently consulted. All see the S&P 500 ending the year near Thursday’s close of 4536. Their average target: 4585.\nNext year’s gains look muted, as well, relative to recent trends. The group expects the S&P 500 to tack on another 6% in 2022, rising to about 4800.\nWith stocks trading for about 21 times the coming year’s expected earnings,bonds yielding little, and cash yielding less than nothing after accounting for inflation, investors face tough asset-allocation decisions. In place of the “everything rally,” which lifted fast-growing tech stocks, no-growth meme stocks, and the Dogecoins of the digital world, our market watchers recommend focusing on “quality” investments. In equities, that means shares of businesses with solid balance sheets, expanding profit margins, and ample and recurring free cash flow. Even if the averages do little in coming months, these stocks are likely to shine.\nThe stock market’s massive rally in the past year was a gift of sorts from the Federal Reserve, which flooded the financial system with money to stave off theeconomic damage wrought by the Covid pandemic. Since March 2020, the U.S. central bank has been buying a combined $120 billion a month of U.S. Treasuries and mortgage-backed securities, while keeping its benchmark federal-funds rate target at 0% to 0.25%. These moves have depressed bond yields and pushed investors into riskier assets, including stocks.\nFed Chairman Jerome Powell has said that the central bank might begin to wind down, or taper, its emergency asset purchases sometime in the coming quarters, a move that could roil risk assets of all sorts. “For us, it’s very simple: Tapering is tightening,” says Mike Wilson, chief investment officer and chief U.S. equity strategist atMorgan Stanley.“It’s the first step away from maximum accommodation [by the Fed]. They’re being very calculated about it this time, but the bottom line is that it should have a negative effect on equity valuations.”\nThe government’s stimulus spending, too, has peaked, the strategists note. Supplemental federal unemployment benefits of $300 a week expire as of Sept. 6. Although Congress seems likely to pass a bipartisan infrastructure bill this fall, the near-term economic impact will pale in comparison to the multiple rounds of stimulus introduced since March 2020.\nThe bill includes about $550 billion in new spending—a fraction of the trillions authorized by previous laws—and it will be spread out over many years. The short-term boost that infrastructure stimulus will give to consumer spending, which accounts for almost 70% of U.S. growth domestic product, won’t come close to what the economy saw after millions of Americans received checks from the government this past year.\nA budget bill approved by Democrats only should follow the infrastructure bill, and include spending to support Medicare expansion, child-care funding, free community-college tuition, public housing, and climate-related measures, among other party priorities. Congress could vote to lift taxes on corporations and high-earning individuals to offset that spending—another near-term risk to the market.\nOther politically charged issues likewise could derail equities this fall. Congress needs to pass a debt-ceiling increase to fund the government, and a stop-gap spending bill later this month to avoid a Washington shutdown in October.\nFor now, our market experts are relatively sanguine about the economic impact of the Delta variant of Covid-19. As long as vaccines remain effective in minimizing severe infections that lead to hospitalizations and deaths, the negative effects of the current Covid wave will be limited largely to the travel industry and movie theaters, they say. Wall Street’s base case for the market doesn’t include a renewed wave of lockdowns that would undermine economic growth.\nInflation has been a hot topic at the Fed and among investors, partly because it has been running so hot of late. The U.S. consumer price index rose at an annualized 5.4% in both June and July—a spike the Fed calls transitory, although others aren’t so sure. The strategists are taking Powell’s side of the argument; they expect inflation to fall significantly next year. Their forecasts fall between 2.5% and 3.5%, which they consider manageable for consumers and companies, and an acceptable side effect of rapid economic growth. An inflation rate above 2.5%, however, combined with Fed tapering, would mean that now ultralow bond yields should rise.\n“We think inflation will continue to run hotter than it has since the financial crisis, but it’s hard for us to see inflation much over 2.5% once many of the reopening-related pressures start to dissipate,” says Michael Fredericks, head of income investing for theBlackRockMulti-Asset Strategies Group. “So bond yields do need to move up, but that will happen gradually.”\nThe strategists see the yield on the 10-year U.S. Treasury note climbing to around 1.65% by year end. That’s about 35 basis points—or hundredths of a percentage point—above current levels, but below the 1.75% that the yield reached at its March 2021 highs. By next year, the 10-year Treasury could yield 2%, the group says. Those aren’t big moves in absolute terms, but they’re meaningful for the bond market—and could be even more so for stocks.\nRising yields tend to weigh on stock valuations for two reasons. Higher-yielding bonds offer competition to stocks, and companies’ future earnings are worthless in the present when discounting them at a higher rate. Still, a 10-year yield around 2% won’t be enough to knock stock valuations down to pre-Covid levels. Even if yields climb, market strategists see the price/earnings multiple of the S&P 500 holding well above its 30-year average of 16 times forward earnings. The index’s forward P/E topped 23 last fall.\n\nAs long as 10-year Treasury yields stay in the 2% range, the S&P 500 should be able to command a forward P/E in the high teens, strategists say. A return to the 16-times long-term average isn’t in the cards until there is more pressure from much higher yields—or something else that causes stocks to fall.\nIf yields surge past 2% or 2.25%, investors could start to question equity valuations more seriously, says State Street’schief portfolio strategist, Gaurav Mallik: “We haven’t seen [the 10-year yield] above 2% for some time now, so that’s an important sentiment level for investors.”\n\nWilson is more concerned, noting that the stock market’s valuation risk is asymmetric: “It’s very unlikely that multiples are going to go up, and there’s a good chance that they go down more than 10% given the deceleration in growth and where we are in the cycle,” he says\nIf 16 to 23 times forward earnings is the range, he adds, “you’re already at the very high end of that. There’s more potential risk than reward.”\nSome P/E-multiple compression is baked into all six strategists’ forecasts, heaping greater importance on the path of profit growth. On average, the strategists expect S&P 500 earnings to jump 46% this year, to about $204, after last year’s earnings depression. That could be followed by a more normalized gain of 9% in 2022, to about $222.50.\nA potential headwind would be a higher federal corporate-tax rate in 2022. The details of Democrats’ spending and taxation plans will be worked out in the coming weeks, and investors can expect to hear a lot more about potential tax increases. Several strategists see a 25% federal rate on corporate profits as a likely compromise figure, above the 21% in place since 2018, but below the 28% sought by the Biden administration.\nAn increase of that magnitude would shave about 5% off S&P 500 earnings next year. The index could drop by a similar amount as the passage of the Democrats’ reconciliation bill nears this fall, but the impact should be limited to that initial correction. As with the tax cuts in December 2017, the change should be a one-time event for the market, some strategists predict.\nThese concerns aside, investors shouldn’t miss the bigger picture: The U.S. economy is in good shape and growing robustly. The strategists expect gross domestic product to rise 6.3% this year and about 4% in 2022. “The cyclical uplift and above-trend growth will continue at least through 2022, and we want to be biased toward assets that have that exposure,” says Mallik.\n\n “We’re going to have a hot economy this year and next. When GDP growth is above average, value beats growth and cyclicals beat defensives.”— Lori Calvasina, RBC Capital Markets\n\nThe State Street strategist recommends overweighting materials, financials, and technology in investment portfolios. That approach includes both economically sensitive companies, such as banks and miners, and steady growers in the tech sector.\nRBC Capital Markets’ head of U.S. equity strategy, Lori Calvasina, likewise takes a barbell approach, with both cyclical and growth exposure. Her preferred sectors are energy, financials, and technology.\n“Valuations are still a lot more attractive in financials and energy than growth [sectors such as technology or consumer discretionary,]” Calvasina says. “The catalyst in the near term is getting out of the current Covid wave... We’re going to have a hot economy this year and next, and traditionally when GDP growth is above average, value beats growth and cyclicals beat defensives.”\nBut the focus on quality will be pivotal, especially moving into the second half of 2022. That’s when the Fed is likely to hike interest rates for the first time in this cycle. By 2023, the economy could return to pre-Covid growth on the order of 2%.\n“The historical playbook is that coming out of a recession, you tend to see low-quality outperformance that lasts about a year, then leadership flips back to high quality,” Calvasina says. “But that transition from low quality back to high quality tends to be very bumpy.”\nA Shopping List for Fall\nMost strategists favor a combination of economically sensitive stocks and steady growers, including tech shares. Financials should do well, particularly if bond yields rise.\n\nAlthough stocks with quality attributes have outperformed the market this summer, according to a BlackRock analysis, the quality factor has lagged since positive vaccine news was first reported last November.\n“We’re moving into a mid-cycle environment, when underlying economic growth remains strong but momentum begins to decelerate,” BlackRock’s Fredericks says. “Our research shows that quality stocks perform particularly well in such a period.”\nHe recommends overweighting profitable technology companies; financials, including banks, and consumer staples and industrials with those quality characteristics.\nFor Wells Fargo’s head of equity strategy, Christopher Harvey, a mix of post-pandemic beneficiaries and defensive exposure is the way to go. He constructed a basket of stocks with lower-than-average volatility—which should outperform during periods of market uncertainty or stress this fall—and high “Covid beta,” or sensitivity to good or bad news about the pandemic. One requirement; The stocks had to be rated the equivalent of Buy by Wells Fargo’s equity analysts.\n“There’s near-term economic uncertainty, interest-rate uncertainty, and Covid risk, and generally we’re in a seasonally weaker part of the year around September,” says Harvey. “If we can balance low vol and high Covid beta, we can mitigate a lot of the upcoming uncertainty and volatility around timing of several of those catalysts. Longer-term, though, we still want to have that [reopening exposure.]”\nHarvey’s list of low-volatility stocks with high Covid beta includesApple(AAPL),Bank of America(BAC),Northern Trust(NTRS),Lowe’s(LOW),IQVIA Holdings(IQV), andMasco(MAS).\nOverall, banks are the most frequently recommended group for the months ahead. TheInvesco KBW Bankexchange-traded fund (KBWB) provides broad exposure to the sector in the U.S.\n“We like the valuations [and] credit quality; they are now allowed to buy back shares and increase dividends, and there’s higher Covid beta,” says Harvey.\nCheaper valuations mean less potential downside in a market correction. And, contrary to much of the rest of the stock market, higher interest rates would be a tailwind for the banks, which could then charge more for loans.\nHealthcare stocks also have some fans. “Healthcare has both defensive and growth attributes to it,” Wilson says. “You’re paying a lot less per unit of growth in healthcare today than you are in other sectors. So we think it provides good balance in this market when we’re worried about valuation.” Health insurerHumana(HUM) makes Wilson’s “Fresh Money Buy List” of stocks Buy-rated by Morgan Stanley analysts and fitting his macro views.\nNuveen’s Malik is also looking toward health care for relatively underpriced growth exposure, namely in the pharmaceuticals and biotechnology groups. She points toSeagen(SGEN), which is focused on oncology drugs and could be an attractive acquisition target for a pharma giant.\nMalik also likesAbbVie(ABBV) which trades at an undemanding eight times forward earnings and sports a 4.7% dividend yield. The coming expiration of patents on its blockbuster anti-inflammatory drug Humira has kept some investors away, but Malik is confident that management can limit the damage and sees promising drugs in development at the $200 billion company.\nBoth stocks have had a tough time in recent days. Seagen fell more than 8% last week, to around $152, on news that its co-founder and CEO sold a large number of shares recently. AndAbbVietanked 7% Wednesday, to $112.27, after the Food and Drug Administration required new warning labels for JAK inhibitors, a type of anti-rheumatoid drug that includes one of AbbVie’s most promising post-Humira products.\nPfizer(PFE),American Express(AXP),Johnson & Johnson(JNJ), andCisco Systems(CSCO) are other S&P 500 members that pass aBarron’sscreen for quality attributes.\nAfter a year of steady gains, investors might be reminded this fall that stocks can also decline, as growth momentum and policy support begin to fade. But underlying economic strength supports buying the dip, should the market drop from its highs. Just be more selective. And go with quality.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,"SPY":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":986,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":853602531,"gmtCreate":1634795347519,"gmtModify":1634795501381,"author":{"id":"3582010679449465","authorId":"3582010679449465","name":"ym80","avatar":"https://static.tigerbbs.com/f75a7eda8cb8b79563386243750d3227","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582010679449465","idStr":"3582010679449465"},"themes":[],"title":"","htmlText":"👍🏼","listText":"👍🏼","text":"👍🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/853602531","repostId":"1132338087","repostType":4,"repost":{"id":"1132338087","kind":"news","pubTimestamp":1634787362,"share":"https://www.laohunote.com/m/news/1132338087?lang=zh_CN&edition=full","pubTime":"2021-10-21 11:36","market":"us","language":"en","title":"Tesla’s earnings show is more cautious — and yes, boring — without Elon around<blockquote>特斯拉的财报在没有埃隆的情况下更加谨慎--是的，也更加无聊</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1132338087","media":"MarketWatch","summary":"Tesla Inc. was more cautious Wednesday in both its shareholder letter and its conference call, its f","content":"<p>Tesla Inc. was more cautious Wednesday in both its shareholder letter and its conference call, its first since Chief Executive Elon Musk bowed out of the quarterly earnings show, and it may have cost the stock.</p><p><blockquote>特斯拉周三在其股东信和电话会议中都更加谨慎，这是自首席执行官埃隆·马斯克退出季度财报电话会议以来的首次，这可能会导致该股下跌。</blockquote></p><p> The electric-vehicle maker reported record third-quarter earnings and revenue Wednesday, but shares still declined 1.6% in after-hours trading. Tesla disclosed that chip shortages, port congestion and other supply-chain issues were hurting its ability to make as many cars as it could sell, and toned down its forecasts language. Tesla’s revenue of $13.8 billion came in a bit shy of analysts’ estimates of $14 billion.</p><p><blockquote>这家电动汽车制造商周三公布了创纪录的第三季度盈利和收入，但股价在盘后交易中仍下跌 1.6%。特斯拉透露，芯片短缺、港口拥堵和其他供应链问题正在损害其生产尽可能多的汽车的能力，并淡化了其预测语言。特斯拉的营收为 138 亿美元，略低于分析师预期的 140 亿美元。</blockquote></p><p> Tesla also removed a clause that had led investors to believe 2021 would be an outlier growth year, when it stated previously: “In some years it may grow faster, which we expect to be the case in 2021.”</p><p><blockquote>特斯拉还删除了一项条款，该条款曾导致投资者认为 2021 年将是一个异常增长的年份： “在某些年份，它可能会增长得更快，我们预计 2021 年将是这种情况”。</blockquote></p><p> “It’s important to note while we have roughly doubled deliveries year to date, this has been exceptionally difficult to achieve,” said Tesla&nbsp;Chief Financial Officer Zachary Kirkhorn, who took over as the main executive in Tesla’s earnings call after Musk bowed out last quarter.</p><p><blockquote>“特斯拉首席财务官扎卡里-柯克霍恩（Zachary Kirkhorn）说：”值得注意的是，虽然今年迄今为止我们的交付量大约翻了一番，但要实现这一目标却异常困难。</blockquote></p><p> When asked by investors what the company’s goal was for production capacity, Kirkhorn said Tesla seeks to increase growth by 50%, but wisely couched that goal in a way that Musk rarely does.</p><p><blockquote>当投资者问及公司的产能目标是什么时，柯克霍恩说，特斯拉寻求将增长率提高 50%，但明智地以马斯克很少这样做的方式表达了这一目标。</blockquote></p><p> “There may be some periods of time which we’re ahead of that. There could be some periods of time despite our best efforts where we’re slightly lower than that,” he said. “But that remains the long-term goal of the company.”</p><p><blockquote>“在某些时期，我们可能会领先。尽管我们尽了最大努力，但在某些时期，我们可能会略低于这个水平，”他说。“但这仍然是公司的长期目标”。</blockquote></p><p> Gone from the quarterly call were the often outlandish predictions by Musk, such as his infamous prediction for 1 million Teslas as self-driving robotaxis in 2020 and his forecasts for production targets that were frequently missed.</p><p><blockquote>季度看涨期权中消失的是马斯克经常古怪的预测，例如他臭名昭著的 2020 年自动驾驶机器人出租车将有 100 万辆特斯拉，以及他对生产目标的预测经常被错过。</blockquote></p><p> Instead, the more staid call, with what seemed like a few more questions from Wall Street analysts, included more discussion of operating margins, but it also included comments on some small changes to the CyberTruck, and a statement that Tesla is looking to launch it late next year. When asked about the increased regulatory scrutiny of “Full Self-Driving” mode, Kirkhorn said there are regulatory inquiries all the time, and followed up with some bland corporate speak: “We expect and embrace the scrutiny of the products and know the truth about their performance and innovations our products have will ultimately be all that matters.”</p><p><blockquote>相反，更加沉稳的看涨期权似乎提出了更多华尔街分析师的问题，其中包括更多关于营业利润率的讨论，但也包括对 CyberTruck 一些小改动的评论，以及特斯拉正在寻求推出的声明明年年底。当被问及监管机构对 “全自动驾驶 ”模式的审查力度加大时，柯克霍恩说，监管机构的询问一直在进行，随后又说了一些平淡无奇的企业讲话： “我们期待并接受对产品的审查，并知道产品性能和创新的真相，最终才是最重要的”。</blockquote></p><p> Tesla also did not give specific revenue guidance for this year.</p><p><blockquote>特斯拉也没有给出今年的具体营收指引。</blockquote></p><p> Investors seemed to be disappointed with the company’s manufacturing constraints or the more staid nature of the comments. In after-hours trading, shares of Tesla slipped about $14, or nearly 2%, as the call continued on. While they are likely better off without the often fantastic pronouncements and over-promising comments by the controversial Musk, investors definitely felt his absence today.</p><p><blockquote>投资者似乎对该公司的制造限制或评论中较为沉稳的性质感到失望。在盘后交易中，随着看涨期权的继续，特斯拉股价下跌约 14 美元，跌幅近 2%。虽然如果没有备受争议的马斯克经常发表精彩的声明和过于乐观的评论，他们可能会过得更好，但投资者今天肯定感受到了他的缺席。</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>Tesla’s earnings show is more cautious — and yes, boring — without Elon around<blockquote>特斯拉的财报在没有埃隆的情况下更加谨慎--是的，也更加无聊</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\">\nTesla’s earnings show is more cautious — and yes, boring — without Elon around<blockquote>特斯拉的财报在没有埃隆的情况下更加谨慎--是的，也更加无聊</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-10-21 11:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Tesla Inc. was more cautious Wednesday in both its shareholder letter and its conference call, its first since Chief Executive Elon Musk bowed out of the quarterly earnings show, and it may have cost the stock.</p><p><blockquote>特斯拉周三在其股东信和电话会议中都更加谨慎，这是自首席执行官埃隆·马斯克退出季度财报电话会议以来的首次，这可能会导致该股下跌。</blockquote></p><p> The electric-vehicle maker reported record third-quarter earnings and revenue Wednesday, but shares still declined 1.6% in after-hours trading. Tesla disclosed that chip shortages, port congestion and other supply-chain issues were hurting its ability to make as many cars as it could sell, and toned down its forecasts language. Tesla’s revenue of $13.8 billion came in a bit shy of analysts’ estimates of $14 billion.</p><p><blockquote>这家电动汽车制造商周三公布了创纪录的第三季度盈利和收入，但股价在盘后交易中仍下跌 1.6%。特斯拉透露，芯片短缺、港口拥堵和其他供应链问题正在损害其生产尽可能多的汽车的能力，并淡化了其预测语言。特斯拉的营收为 138 亿美元，略低于分析师预期的 140 亿美元。</blockquote></p><p> Tesla also removed a clause that had led investors to believe 2021 would be an outlier growth year, when it stated previously: “In some years it may grow faster, which we expect to be the case in 2021.”</p><p><blockquote>特斯拉还删除了一项条款，该条款曾导致投资者认为 2021 年将是一个异常增长的年份： “在某些年份，它可能会增长得更快，我们预计 2021 年将是这种情况”。</blockquote></p><p> “It’s important to note while we have roughly doubled deliveries year to date, this has been exceptionally difficult to achieve,” said Tesla&nbsp;Chief Financial Officer Zachary Kirkhorn, who took over as the main executive in Tesla’s earnings call after Musk bowed out last quarter.</p><p><blockquote>“特斯拉首席财务官扎卡里-柯克霍恩（Zachary Kirkhorn）说：”值得注意的是，虽然今年迄今为止我们的交付量大约翻了一番，但要实现这一目标却异常困难。</blockquote></p><p> When asked by investors what the company’s goal was for production capacity, Kirkhorn said Tesla seeks to increase growth by 50%, but wisely couched that goal in a way that Musk rarely does.</p><p><blockquote>当投资者问及公司的产能目标是什么时，柯克霍恩说，特斯拉寻求将增长率提高 50%，但明智地以马斯克很少这样做的方式表达了这一目标。</blockquote></p><p> “There may be some periods of time which we’re ahead of that. There could be some periods of time despite our best efforts where we’re slightly lower than that,” he said. “But that remains the long-term goal of the company.”</p><p><blockquote>“在某些时期，我们可能会领先。尽管我们尽了最大努力，但在某些时期，我们可能会略低于这个水平，”他说。“但这仍然是公司的长期目标”。</blockquote></p><p> Gone from the quarterly call were the often outlandish predictions by Musk, such as his infamous prediction for 1 million Teslas as self-driving robotaxis in 2020 and his forecasts for production targets that were frequently missed.</p><p><blockquote>季度看涨期权中消失的是马斯克经常古怪的预测，例如他臭名昭著的 2020 年自动驾驶机器人出租车将有 100 万辆特斯拉，以及他对生产目标的预测经常被错过。</blockquote></p><p> Instead, the more staid call, with what seemed like a few more questions from Wall Street analysts, included more discussion of operating margins, but it also included comments on some small changes to the CyberTruck, and a statement that Tesla is looking to launch it late next year. When asked about the increased regulatory scrutiny of “Full Self-Driving” mode, Kirkhorn said there are regulatory inquiries all the time, and followed up with some bland corporate speak: “We expect and embrace the scrutiny of the products and know the truth about their performance and innovations our products have will ultimately be all that matters.”</p><p><blockquote>相反，更加沉稳的看涨期权似乎提出了更多华尔街分析师的问题，其中包括更多关于营业利润率的讨论，但也包括对 CyberTruck 一些小改动的评论，以及特斯拉正在寻求推出的声明明年年底。当被问及监管机构对 “全自动驾驶 ”模式的审查力度加大时，柯克霍恩说，监管机构的询问一直在进行，随后又说了一些平淡无奇的企业讲话： “我们期待并接受对产品的审查，并知道产品性能和创新的真相，最终才是最重要的”。</blockquote></p><p> Tesla also did not give specific revenue guidance for this year.</p><p><blockquote>特斯拉也没有给出今年的具体营收指引。</blockquote></p><p> Investors seemed to be disappointed with the company’s manufacturing constraints or the more staid nature of the comments. In after-hours trading, shares of Tesla slipped about $14, or nearly 2%, as the call continued on. While they are likely better off without the often fantastic pronouncements and over-promising comments by the controversial Musk, investors definitely felt his absence today.</p><p><blockquote>投资者似乎对该公司的制造限制或评论中较为沉稳的性质感到失望。在盘后交易中，随着看涨期权的继续，特斯拉股价下跌约 14 美元，跌幅近 2%。虽然如果没有备受争议的马斯克经常发表精彩的声明和过于乐观的评论，他们可能会过得更好，但投资者今天肯定感受到了他的缺席。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/teslas-earnings-show-is-more-cautious-and-yes-boring-without-elon-around-11634779650?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"},"source_url":"https://www.marketwatch.com/story/teslas-earnings-show-is-more-cautious-and-yes-boring-without-elon-around-11634779650?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132338087","content_text":"Tesla Inc. was more cautious Wednesday in both its shareholder letter and its conference call, its first since Chief Executive Elon Musk bowed out of the quarterly earnings show, and it may have cost the stock.\nThe electric-vehicle maker reported record third-quarter earnings and revenue Wednesday, but shares still declined 1.6% in after-hours trading. Tesla disclosed that chip shortages, port congestion and other supply-chain issues were hurting its ability to make as many cars as it could sell, and toned down its forecasts language. Tesla’s revenue of $13.8 billion came in a bit shy of analysts’ estimates of $14 billion.\nTesla also removed a clause that had led investors to believe 2021 would be an outlier growth year, when it stated previously: “In some years it may grow faster, which we expect to be the case in 2021.”\n“It’s important to note while we have roughly doubled deliveries year to date, this has been exceptionally difficult to achieve,” said Tesla Chief Financial Officer Zachary Kirkhorn, who took over as the main executive in Tesla’s earnings call after Musk bowed out last quarter.\nWhen asked by investors what the company’s goal was for production capacity, Kirkhorn said Tesla seeks to increase growth by 50%, but wisely couched that goal in a way that Musk rarely does.\n“There may be some periods of time which we’re ahead of that. There could be some periods of time despite our best efforts where we’re slightly lower than that,” he said. “But that remains the long-term goal of the company.”\nGone from the quarterly call were the often outlandish predictions by Musk, such as his infamous prediction for 1 million Teslas as self-driving robotaxis in 2020 and his forecasts for production targets that were frequently missed.\nInstead, the more staid call, with what seemed like a few more questions from Wall Street analysts, included more discussion of operating margins, but it also included comments on some small changes to the CyberTruck, and a statement that Tesla is looking to launch it late next year. When asked about the increased regulatory scrutiny of “Full Self-Driving” mode, Kirkhorn said there are regulatory inquiries all the time, and followed up with some bland corporate speak: “We expect and embrace the scrutiny of the products and know the truth about their performance and innovations our products have will ultimately be all that matters.”\nTesla also did not give specific revenue guidance for this year.\nInvestors seemed to be disappointed with the company’s manufacturing constraints or the more staid nature of the comments. In after-hours trading, shares of Tesla slipped about $14, or nearly 2%, as the call continued on. 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