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rykeir
2021-06-29
Waiting....
Palantir: The Mass Exodus<blockquote>Palantir：大规模外流</blockquote>
rykeir
2021-06-29
Nice 👍
抱歉，原内容已删除
rykeir
2021-06-28
Come on
Nvidia shares rose more than 5% to a new high<blockquote>英伟达股价涨超5%创新高</blockquote>
rykeir
2021-06-28
Wao
Meme stocks are blazing hot, once again.<blockquote>模因股票再次炙手可热。</blockquote>
rykeir
2021-06-28
Hi all
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Latest data reveals that short interest in Palantir declined by 23.8% in the latest cycle alone. This suggests that a broad swath of market participants isn't buying into the bearish narratives surrounding the company, perceive its stock to be fairly valued and perhaps even anticipate it to rally going forward. This development should come across as an encouraging sign for the company's long-side investors. Let's take a closer look at it all.</p><p><blockquote>Palantir(PLTR)的股价仅上个月就上涨了20%，但涨势仍可能持续。最新数据显示，仅在最近一个周期中，Palantir的空头兴趣就下降了23.8%。这表明，广大市场参与者并不相信围绕该公司的看跌言论，认为其股票估值合理，甚至可能预计其未来会上涨。对于该公司的多头投资者来说，这一进展应该是一个令人鼓舞的迹象。让我们仔细看看这一切。</blockquote></p><p> <b>The Data</b></p><p><blockquote><b>数据</b></blockquote></p><p> I'd like to start by explaining the term \"short interest\" for the uninitiated. It's essentially the total number of short positions that are open against any given stock. A sharp rise in the metric indicates that traders grew bearish on the concerned company, and actively initiated short positions against it. Conversely, a sharp decline in the metric indicates that traders actively wound up their short positions either perhaps because they anticipate the stock to bottom out and/or rally going forward. So, the short interest is a useful tool to gauge the Street's ever-evolving market sentiment.</p><p><blockquote>我想首先为门外汉解释一下“空头利息”这个术语。它本质上是针对任何给定股票的空头头寸的总数。该指标的急剧上升表明交易者对相关公司变得看跌，并积极建立针对该公司的空头头寸。相反，该指标的急剧下降表明交易者积极平仓空头头寸，可能是因为他们预计股票将触底和/或未来反弹。因此，空头利息是衡量华尔街不断变化的市场情绪的有用工具。</blockquote></p><p> In Palantir's case, its short interest at the end of the latest data cycle stood at 52.3 million, sharply down by 23.8% on a sequential basis. Although Palantir's short interest figure isn't at its all-time low yet, the pace of its recent decline, however, is certainly one of the fastest in the company's brief history since its direct listing last year. For the record, Palantir has over 1.8 billion shares outstanding which means that about 2.8% of its entire share total had been shorted. Also, the short interest data is for the cycle spanning from early June to mid-June, and the data wasreleasedon Thursday.</p><p><blockquote>以Palantir为例，在最新数据周期结束时，其空头利息为5230万，环比大幅下降23.8%。尽管Palantir的空头利息数字尚未达到历史低点，但其最近的下降速度无疑是该公司自去年直接上市以来短暂历史上最快的下降速度之一。根据记录，Palantir拥有超过18亿股已发行股票，这意味着其全部股票总数的约2.8%已被做空。此外，空头利息数据适用于6月初至6月中旬的周期，该数据于周四发布。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/95e4623fda1d9079a2699b57d4ee0f42\" tg-width=\"637\" tg-height=\"450\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Next, I wanted to confirm if other software application companies also registered a sharp reduction in their short interest figures, or was Palantir an anomaly in its peer group. So, to get a broader perspective on its industry, I pulled the short interest figures for about 100 software application stocks listed in the US. Interestingly, 55% of these stocks registered a net reduction in their short interest figures, of varying magnitudes of course, which points to an industry-wide short unwinding.</p><p><blockquote>接下来，我想确认其他软件应用公司的空头利息数字是否也大幅下降，或者Palantir是否是同行中的异常现象。因此，为了更广泛地了解其行业，我提取了大约100只在美国上市的软件应用股票的空头利息数据。有趣的是，这些股票中有55%的空头利息数字出现净减少，当然幅度各不相同，这表明全行业的空头平仓。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/091feec9aa17f821d01f34a7b46bb2bb\" tg-width=\"610\" tg-height=\"506\"><span>(Source: BusinessQuant.com, Wsj.com)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：BusinessQuant.com、Wsj.com）</span></p></blockquote></p><p> Moreover, the median short interest decline was 1.9%, whereas Palantir's short interest declined by a far more significant 23.8% during the same data cycle. In fact, there were just 6 other stocks in our study group, which saw their short interest decline in excess of 23.8%. This conclusively shows that market participants were far too active with unwinding their short positions in Palantir.</p><p><blockquote>此外，空头利息下降中位数为1.9%，而Palantir的空头利息在同一数据周期内下降幅度要大得多，为23.8%。事实上，我们的研究小组中只有其他6只股票的空头利息下降超过23.8%。这最终表明市场参与者在平仓Palantir空头头寸方面过于积极。</blockquote></p><p> But this leads us to an important question - why are market participants so cautious with shorting Palantir in the first place?</p><p><blockquote>但这给我们带来了一个重要的问题——为什么市场参与者首先对做空Palantir如此谨慎？</blockquote></p><p> <b>Cautious for Good Reason</b></p><p><blockquote><b>谨慎是有充分理由的</b></blockquote></p><p> As I've explained in my prior articles, Palantir has several initiatives at play which could collectively catapult its growth in 2021-22. These initiatives include itstransitionto a customer-friendly payment model to boost commercial sales, offeringfree trialsto major companies to expand its sales funnel and expanding itssales teamto revamp its outbound marketing function. We won't be discussing the same points again to avoid being repetitive, but the takeaway here is that since Palantir is undertaking several growth initiatives, it makes for a risky short bet for the time being at least.</p><p><blockquote>正如我在之前的文章中所解释的，Palantir有几项举措正在发挥作用，这些举措可能会共同推动其在2021-22年的增长。这些举措包括向客户友好的支付模式过渡以促进商业销售、向大公司提供免费试用以扩大其销售渠道以及扩大其销售团队以改造其对外营销职能。为了避免重复，我们不会再次讨论相同的观点，但这里的要点是，由于Palantir正在采取多项增长举措，因此至少目前是一个有风险的空头押注。</blockquote></p><p> But don't take my word for it.</p><p><blockquote>但别相信我的话。</blockquote></p><p> The community of professional analysts is realizing Palantir's growth potential and raising their revenue estimates for its current fiscal year. They've raised their FY21 revenue estimates by about 5% so far since mid-January and there's no telling how many of such upward revenue revisions are still in store for the remainder of Palantir's FY21. This bullish uncertainty presents an unfavorable risk-reward ratio for short-side market participants and explains why short interest in Palantir continues to decline.</p><p><blockquote>专业分析师群体正在认识到Palantir的增长潜力，并提高了本财年的收入预期。自1月中旬以来，他们已将2021财年收入预期上调了约5%，目前尚不清楚Palantir 2021财年剩余时间内仍有多少此类收入上调。这种看涨的不确定性给空头市场参与者带来了不利的风险回报比，并解释了为什么对Palantir的空头兴趣持续下降。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/74bccdf90ceb880c1a3edddad8743a1e\" tg-width=\"636\" tg-height=\"419\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p><p> There's another point to consider here, that nobody seems to be talking about. Palantir has won several COVID-19 tracking-related contracts (such ashere,here,here,hereandhere) over the last 12 - 15 months as government agencies across the globe grappled to control the spread and tried to better manage their resources. With COVID-19 said to be making a fierce comeback with thedelta variant, I contend that Palantir could experience a similar order windfall this year, from proactive government agencies, which could boost the company's government sales along the way.</p><p><blockquote>这里还有一点需要考虑，似乎没有人谈论。随着全球各地的政府机构努力控制传播并试图更好地管理其资源，Palantir在过去12-15个月内赢得了多份与COVID-19跟踪相关的合同（例如here、here、here、here和here）。据说COVID-19将凭借Delta变体卷土重来，我认为Palantir今年可能会从积极主动的政府机构获得类似的订单意外之财，这可能会提高该公司的政府销售额。</blockquote></p><p> Lastly, several commenters argue that Palantir's shares are trading at a premium and are due for a sharp correction. Its shares are trading at about 34-times trailing twelve-month sales so it's understandable why many might think that the stock is overvalued. But I believe the problem with this approach is that we're not factoring in industry-wide trading multiples or Palantir's revenue growth rate, compared to its peers.</p><p><blockquote>最后，一些评论者认为Palantir的股票交易价格溢价，预计将大幅调整。其股价目前约为过去12个月销售额的34倍，因此可以理解为什么许多人可能认为该股被高估。但我认为这种方法的问题在于，与同行相比，我们没有考虑全行业的交易倍数或Palantir的收入增长率。</blockquote></p><p> So, to put things in perspective, I compiled the revenue growth rates and price-to-sales (or P/S) multiples for over 320 software infrastructure and software application stocks that are currently listed on US exchanges. Next, I benchmarked these industry groups based on Palantir's revenue growth rate and its P/S multiple. As it turns out, over 90% of Palantir's peers have a slower revenue growth and/or are trading at higher trading multiples. This suggests that Palantir's higher pace of growth justifies its price premium and that the bearish concerns regarding its valuations, are exaggerated.</p><p><blockquote>因此，为了正确看待事情，我编制了目前在美国交易所上市的320多只软件基础设施和软件应用股票的收入增长率和市销率（或P/S）倍数。接下来，我根据Palantir的收入增长率及其市盈率倍数对这些行业群体进行了基准测试。事实证明，超过90%的Palantir同行收入增长较慢和/或交易倍数较高。这表明Palantir较高的增长速度证明了其溢价的合理性，并且对其估值的看跌担忧被夸大了。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fefb171f61438817b747d6a50fff8133\" tg-width=\"640\" tg-height=\"414\"><span>(Source: Business Quant.com)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：商量网）</span></p></blockquote></p><p> <b>Final Thoughts</b></p><p><blockquote><b>最后的想法</b></blockquote></p><p> I'd like to point to readers that fluctuations in short interest figures don't always impact the underlying stock prices. This data is based on short positions that were open at a prior cut-off date and investors with a long-term time horizon should, at best, use it to corroborate their bull or bear thesis.</p><p><blockquote>我想向读者指出，空头利息数据的波动并不总是会影响标的股票价格。该数据基于在之前截止日期开立的空头头寸，具有长期视野的投资者充其量应该用它来证实他们的牛市或熊市论点。</blockquote></p><p> Having said that, if the bearish narratives surrounding Palantir held any merit, or posed a legitimate risk to its share price, a broad swath of market participants would've actively shorted the stock to profit off of this near-certain eventuality. But that didn't happen and its short interest declined instead, that too by a significant amount.</p><p><blockquote>话虽如此，如果围绕Palantir的看跌言论有任何价值，或者对其股价构成合理的风险，那么大量市场参与者就会积极做空该股，以从这种几乎确定的可能性中获利。但这种情况并没有发生，其空头兴趣反而下降了，而且下降幅度也很大。</blockquote></p><p> This active short unwinding indicates that market participants are uncomfortable in shorting the stock at current levels. This should come across as a reassuring sign for the company's long-side shareholders. The stock seems to be fairly valued and has the potential to rally further. Good Luck!</p><p><blockquote>这种积极的空头平仓表明市场参与者对在当前水平做空股票感到不舒服。对于公司的多头股东来说，这应该是一个令人放心的信号。该股似乎估值合理，并有进一步上涨的潜力。祝你好运！</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: The Mass Exodus<blockquote>Palantir：大规模外流</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\">\nPalantir: The Mass Exodus<blockquote>Palantir：大规模外流</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-06-28 22:06</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>Short interest in Palantir dropped by 23.8% in the latest cycle.</li> <li>Even though Palantir continues to be surrounded by bearish narratives, market participants don't seem to be comfortable with shorting the stock.</li> <li>The stock could rally further.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16279727ada0c46eb4d43744da02d1cc\" tg-width=\"768\" tg-height=\"512\"><span>Michael Vi/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>Palantir的空头兴趣在最新周期中下降了23.8%。</li><li>尽管Palantir继续被看跌言论所包围，但市场参与者似乎并不愿意做空该股。</li><li>该股可能会进一步上涨。</li></ul><p class=\"t-img-caption\"><span>Michael Vi/iStock社论来自Getty Images</span></p></blockquote></p><p> Palantir's (PLTR) shares are up 20% in the last month alone but the rally could still continue. Latest data reveals that short interest in Palantir declined by 23.8% in the latest cycle alone. This suggests that a broad swath of market participants isn't buying into the bearish narratives surrounding the company, perceive its stock to be fairly valued and perhaps even anticipate it to rally going forward. This development should come across as an encouraging sign for the company's long-side investors. Let's take a closer look at it all.</p><p><blockquote>Palantir(PLTR)的股价仅上个月就上涨了20%，但涨势仍可能持续。最新数据显示，仅在最近一个周期中，Palantir的空头兴趣就下降了23.8%。这表明，广大市场参与者并不相信围绕该公司的看跌言论，认为其股票估值合理，甚至可能预计其未来会上涨。对于该公司的多头投资者来说，这一进展应该是一个令人鼓舞的迹象。让我们仔细看看这一切。</blockquote></p><p> <b>The Data</b></p><p><blockquote><b>数据</b></blockquote></p><p> I'd like to start by explaining the term \"short interest\" for the uninitiated. It's essentially the total number of short positions that are open against any given stock. A sharp rise in the metric indicates that traders grew bearish on the concerned company, and actively initiated short positions against it. Conversely, a sharp decline in the metric indicates that traders actively wound up their short positions either perhaps because they anticipate the stock to bottom out and/or rally going forward. So, the short interest is a useful tool to gauge the Street's ever-evolving market sentiment.</p><p><blockquote>我想首先为门外汉解释一下“空头利息”这个术语。它本质上是针对任何给定股票的空头头寸的总数。该指标的急剧上升表明交易者对相关公司变得看跌，并积极建立针对该公司的空头头寸。相反，该指标的急剧下降表明交易者积极平仓空头头寸，可能是因为他们预计股票将触底和/或未来反弹。因此，空头利息是衡量华尔街不断变化的市场情绪的有用工具。</blockquote></p><p> In Palantir's case, its short interest at the end of the latest data cycle stood at 52.3 million, sharply down by 23.8% on a sequential basis. Although Palantir's short interest figure isn't at its all-time low yet, the pace of its recent decline, however, is certainly one of the fastest in the company's brief history since its direct listing last year. For the record, Palantir has over 1.8 billion shares outstanding which means that about 2.8% of its entire share total had been shorted. Also, the short interest data is for the cycle spanning from early June to mid-June, and the data wasreleasedon Thursday.</p><p><blockquote>以Palantir为例，在最新数据周期结束时，其空头利息为5230万，环比大幅下降23.8%。尽管Palantir的空头利息数字尚未达到历史低点，但其最近的下降速度无疑是该公司自去年直接上市以来短暂历史上最快的下降速度之一。根据记录，Palantir拥有超过18亿股已发行股票，这意味着其全部股票总数的约2.8%已被做空。此外，空头利息数据适用于6月初至6月中旬的周期，该数据于周四发布。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/95e4623fda1d9079a2699b57d4ee0f42\" tg-width=\"637\" tg-height=\"450\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Next, I wanted to confirm if other software application companies also registered a sharp reduction in their short interest figures, or was Palantir an anomaly in its peer group. So, to get a broader perspective on its industry, I pulled the short interest figures for about 100 software application stocks listed in the US. Interestingly, 55% of these stocks registered a net reduction in their short interest figures, of varying magnitudes of course, which points to an industry-wide short unwinding.</p><p><blockquote>接下来，我想确认其他软件应用公司的空头利息数字是否也大幅下降，或者Palantir是否是同行中的异常现象。因此，为了更广泛地了解其行业，我提取了大约100只在美国上市的软件应用股票的空头利息数据。有趣的是，这些股票中有55%的空头利息数字出现净减少，当然幅度各不相同，这表明全行业的空头平仓。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/091feec9aa17f821d01f34a7b46bb2bb\" tg-width=\"610\" tg-height=\"506\"><span>(Source: BusinessQuant.com, Wsj.com)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：BusinessQuant.com、Wsj.com）</span></p></blockquote></p><p> Moreover, the median short interest decline was 1.9%, whereas Palantir's short interest declined by a far more significant 23.8% during the same data cycle. In fact, there were just 6 other stocks in our study group, which saw their short interest decline in excess of 23.8%. This conclusively shows that market participants were far too active with unwinding their short positions in Palantir.</p><p><blockquote>此外，空头利息下降中位数为1.9%，而Palantir的空头利息在同一数据周期内下降幅度要大得多，为23.8%。事实上，我们的研究小组中只有其他6只股票的空头利息下降超过23.8%。这最终表明市场参与者在平仓Palantir空头头寸方面过于积极。</blockquote></p><p> But this leads us to an important question - why are market participants so cautious with shorting Palantir in the first place?</p><p><blockquote>但这给我们带来了一个重要的问题——为什么市场参与者首先对做空Palantir如此谨慎？</blockquote></p><p> <b>Cautious for Good Reason</b></p><p><blockquote><b>谨慎是有充分理由的</b></blockquote></p><p> As I've explained in my prior articles, Palantir has several initiatives at play which could collectively catapult its growth in 2021-22. These initiatives include itstransitionto a customer-friendly payment model to boost commercial sales, offeringfree trialsto major companies to expand its sales funnel and expanding itssales teamto revamp its outbound marketing function. We won't be discussing the same points again to avoid being repetitive, but the takeaway here is that since Palantir is undertaking several growth initiatives, it makes for a risky short bet for the time being at least.</p><p><blockquote>正如我在之前的文章中所解释的，Palantir有几项举措正在发挥作用，这些举措可能会共同推动其在2021-22年的增长。这些举措包括向客户友好的支付模式过渡以促进商业销售、向大公司提供免费试用以扩大其销售渠道以及扩大其销售团队以改造其对外营销职能。为了避免重复，我们不会再次讨论相同的观点，但这里的要点是，由于Palantir正在采取多项增长举措，因此至少目前是一个有风险的空头押注。</blockquote></p><p> But don't take my word for it.</p><p><blockquote>但别相信我的话。</blockquote></p><p> The community of professional analysts is realizing Palantir's growth potential and raising their revenue estimates for its current fiscal year. They've raised their FY21 revenue estimates by about 5% so far since mid-January and there's no telling how many of such upward revenue revisions are still in store for the remainder of Palantir's FY21. This bullish uncertainty presents an unfavorable risk-reward ratio for short-side market participants and explains why short interest in Palantir continues to decline.</p><p><blockquote>专业分析师群体正在认识到Palantir的增长潜力，并提高了本财年的收入预期。自1月中旬以来，他们已将2021财年收入预期上调了约5%，目前尚不清楚Palantir 2021财年剩余时间内仍有多少此类收入上调。这种看涨的不确定性给空头市场参与者带来了不利的风险回报比，并解释了为什么对Palantir的空头兴趣持续下降。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/74bccdf90ceb880c1a3edddad8743a1e\" tg-width=\"636\" tg-height=\"419\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p><p> There's another point to consider here, that nobody seems to be talking about. Palantir has won several COVID-19 tracking-related contracts (such ashere,here,here,hereandhere) over the last 12 - 15 months as government agencies across the globe grappled to control the spread and tried to better manage their resources. With COVID-19 said to be making a fierce comeback with thedelta variant, I contend that Palantir could experience a similar order windfall this year, from proactive government agencies, which could boost the company's government sales along the way.</p><p><blockquote>这里还有一点需要考虑，似乎没有人谈论。随着全球各地的政府机构努力控制传播并试图更好地管理其资源，Palantir在过去12-15个月内赢得了多份与COVID-19跟踪相关的合同（例如here、here、here、here和here）。据说COVID-19将凭借Delta变体卷土重来，我认为Palantir今年可能会从积极主动的政府机构获得类似的订单意外之财，这可能会提高该公司的政府销售额。</blockquote></p><p> Lastly, several commenters argue that Palantir's shares are trading at a premium and are due for a sharp correction. Its shares are trading at about 34-times trailing twelve-month sales so it's understandable why many might think that the stock is overvalued. But I believe the problem with this approach is that we're not factoring in industry-wide trading multiples or Palantir's revenue growth rate, compared to its peers.</p><p><blockquote>最后，一些评论者认为Palantir的股票交易价格溢价，预计将大幅调整。其股价目前约为过去12个月销售额的34倍，因此可以理解为什么许多人可能认为该股被高估。但我认为这种方法的问题在于，与同行相比，我们没有考虑全行业的交易倍数或Palantir的收入增长率。</blockquote></p><p> So, to put things in perspective, I compiled the revenue growth rates and price-to-sales (or P/S) multiples for over 320 software infrastructure and software application stocks that are currently listed on US exchanges. Next, I benchmarked these industry groups based on Palantir's revenue growth rate and its P/S multiple. As it turns out, over 90% of Palantir's peers have a slower revenue growth and/or are trading at higher trading multiples. This suggests that Palantir's higher pace of growth justifies its price premium and that the bearish concerns regarding its valuations, are exaggerated.</p><p><blockquote>因此，为了正确看待事情，我编制了目前在美国交易所上市的320多只软件基础设施和软件应用股票的收入增长率和市销率（或P/S）倍数。接下来，我根据Palantir的收入增长率及其市盈率倍数对这些行业群体进行了基准测试。事实证明，超过90%的Palantir同行收入增长较慢和/或交易倍数较高。这表明Palantir较高的增长速度证明了其溢价的合理性，并且对其估值的看跌担忧被夸大了。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fefb171f61438817b747d6a50fff8133\" tg-width=\"640\" tg-height=\"414\"><span>(Source: Business Quant.com)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：商量网）</span></p></blockquote></p><p> <b>Final Thoughts</b></p><p><blockquote><b>最后的想法</b></blockquote></p><p> I'd like to point to readers that fluctuations in short interest figures don't always impact the underlying stock prices. This data is based on short positions that were open at a prior cut-off date and investors with a long-term time horizon should, at best, use it to corroborate their bull or bear thesis.</p><p><blockquote>我想向读者指出，空头利息数据的波动并不总是会影响标的股票价格。该数据基于在之前截止日期开立的空头头寸，具有长期视野的投资者充其量应该用它来证实他们的牛市或熊市论点。</blockquote></p><p> Having said that, if the bearish narratives surrounding Palantir held any merit, or posed a legitimate risk to its share price, a broad swath of market participants would've actively shorted the stock to profit off of this near-certain eventuality. But that didn't happen and its short interest declined instead, that too by a significant amount.</p><p><blockquote>话虽如此，如果围绕Palantir的看跌言论有任何价值，或者对其股价构成合理的风险，那么大量市场参与者就会积极做空该股，以从这种几乎确定的可能性中获利。但这种情况并没有发生，其空头兴趣反而下降了，而且下降幅度也很大。</blockquote></p><p> This active short unwinding indicates that market participants are uncomfortable in shorting the stock at current levels. This should come across as a reassuring sign for the company's long-side shareholders. The stock seems to be fairly valued and has the potential to rally further. Good Luck!</p><p><blockquote>这种积极的空头平仓表明市场参与者对在当前水平做空股票感到不舒服。对于公司的多头股东来说，这应该是一个令人放心的信号。该股似乎估值合理，并有进一步上涨的潜力。祝你好运！</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4436907-palantir-the-mass-exodus\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4436907-palantir-the-mass-exodus","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105982179","content_text":"Summary\n\nShort interest in Palantir dropped by 23.8% in the latest cycle.\nEven though Palantir continues to be surrounded by bearish narratives, market participants don't seem to be comfortable with shorting the stock.\nThe stock could rally further.\n\nMichael Vi/iStock Editorial via Getty Images\nPalantir's (PLTR) shares are up 20% in the last month alone but the rally could still continue. Latest data reveals that short interest in Palantir declined by 23.8% in the latest cycle alone. This suggests that a broad swath of market participants isn't buying into the bearish narratives surrounding the company, perceive its stock to be fairly valued and perhaps even anticipate it to rally going forward. This development should come across as an encouraging sign for the company's long-side investors. Let's take a closer look at it all.\nThe Data\nI'd like to start by explaining the term \"short interest\" for the uninitiated. It's essentially the total number of short positions that are open against any given stock. A sharp rise in the metric indicates that traders grew bearish on the concerned company, and actively initiated short positions against it. Conversely, a sharp decline in the metric indicates that traders actively wound up their short positions either perhaps because they anticipate the stock to bottom out and/or rally going forward. So, the short interest is a useful tool to gauge the Street's ever-evolving market sentiment.\nIn Palantir's case, its short interest at the end of the latest data cycle stood at 52.3 million, sharply down by 23.8% on a sequential basis. Although Palantir's short interest figure isn't at its all-time low yet, the pace of its recent decline, however, is certainly one of the fastest in the company's brief history since its direct listing last year. For the record, Palantir has over 1.8 billion shares outstanding which means that about 2.8% of its entire share total had been shorted. Also, the short interest data is for the cycle spanning from early June to mid-June, and the data wasreleasedon Thursday.\n\nNext, I wanted to confirm if other software application companies also registered a sharp reduction in their short interest figures, or was Palantir an anomaly in its peer group. So, to get a broader perspective on its industry, I pulled the short interest figures for about 100 software application stocks listed in the US. Interestingly, 55% of these stocks registered a net reduction in their short interest figures, of varying magnitudes of course, which points to an industry-wide short unwinding.\n(Source: BusinessQuant.com, Wsj.com)\nMoreover, the median short interest decline was 1.9%, whereas Palantir's short interest declined by a far more significant 23.8% during the same data cycle. In fact, there were just 6 other stocks in our study group, which saw their short interest decline in excess of 23.8%. This conclusively shows that market participants were far too active with unwinding their short positions in Palantir.\nBut this leads us to an important question - why are market participants so cautious with shorting Palantir in the first place?\nCautious for Good Reason\nAs I've explained in my prior articles, Palantir has several initiatives at play which could collectively catapult its growth in 2021-22. These initiatives include itstransitionto a customer-friendly payment model to boost commercial sales, offeringfree trialsto major companies to expand its sales funnel and expanding itssales teamto revamp its outbound marketing function. We won't be discussing the same points again to avoid being repetitive, but the takeaway here is that since Palantir is undertaking several growth initiatives, it makes for a risky short bet for the time being at least.\nBut don't take my word for it.\nThe community of professional analysts is realizing Palantir's growth potential and raising their revenue estimates for its current fiscal year. They've raised their FY21 revenue estimates by about 5% so far since mid-January and there's no telling how many of such upward revenue revisions are still in store for the remainder of Palantir's FY21. This bullish uncertainty presents an unfavorable risk-reward ratio for short-side market participants and explains why short interest in Palantir continues to decline.\n\nThere's another point to consider here, that nobody seems to be talking about. Palantir has won several COVID-19 tracking-related contracts (such ashere,here,here,hereandhere) over the last 12 - 15 months as government agencies across the globe grappled to control the spread and tried to better manage their resources. With COVID-19 said to be making a fierce comeback with thedelta variant, I contend that Palantir could experience a similar order windfall this year, from proactive government agencies, which could boost the company's government sales along the way.\nLastly, several commenters argue that Palantir's shares are trading at a premium and are due for a sharp correction. Its shares are trading at about 34-times trailing twelve-month sales so it's understandable why many might think that the stock is overvalued. But I believe the problem with this approach is that we're not factoring in industry-wide trading multiples or Palantir's revenue growth rate, compared to its peers.\nSo, to put things in perspective, I compiled the revenue growth rates and price-to-sales (or P/S) multiples for over 320 software infrastructure and software application stocks that are currently listed on US exchanges. Next, I benchmarked these industry groups based on Palantir's revenue growth rate and its P/S multiple. As it turns out, over 90% of Palantir's peers have a slower revenue growth and/or are trading at higher trading multiples. This suggests that Palantir's higher pace of growth justifies its price premium and that the bearish concerns regarding its valuations, are exaggerated.\n(Source: Business Quant.com)\nFinal Thoughts\nI'd like to point to readers that fluctuations in short interest figures don't always impact the underlying stock prices. This data is based on short positions that were open at a prior cut-off date and investors with a long-term time horizon should, at best, use it to corroborate their bull or bear thesis.\nHaving said that, if the bearish narratives surrounding Palantir held any merit, or posed a legitimate risk to its share price, a broad swath of market participants would've actively shorted the stock to profit off of this near-certain eventuality. But that didn't happen and its short interest declined instead, that too by a significant amount.\nThis active short unwinding indicates that market participants are uncomfortable in shorting the stock at current levels. This should come across as a reassuring sign for the company's long-side shareholders. The stock seems to be fairly valued and has the potential to rally further. Good Luck!","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":862,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150439006,"gmtCreate":1624924078505,"gmtModify":1631891373335,"author":{"id":"3582061947066926","authorId":"3582061947066926","name":"rykeir","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582061947066926","authorIdStr":"3582061947066926"},"themes":[],"htmlText":"Nice 👍","listText":"Nice 👍","text":"Nice 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150439006","repostId":"2147837918","repostType":2,"isVote":1,"tweetType":1,"viewCount":1136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150845623,"gmtCreate":1624894117162,"gmtModify":1631891373338,"author":{"id":"3582061947066926","authorId":"3582061947066926","name":"rykeir","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582061947066926","authorIdStr":"3582061947066926"},"themes":[],"htmlText":"Come on ","listText":"Come on ","text":"Come on","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150845623","repostId":"1182036516","repostType":4,"repost":{"id":"1182036516","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":1624892087,"share":"https://www.laohu8.com/m/news/1182036516?lang=zh_CN&edition=full","pubTime":"2021-06-28 22:54","market":"us","language":"en","title":"Nvidia shares rose more than 5% to a new high<blockquote>英伟达股价涨超5%创新高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1182036516","media":"Tiger Newspress","summary":"Nvidia shares rose more than 5% to a new high on Report Three Key Chip Makers Endorse Bid for Arm.\n\n","content":"<p>Nvidia shares rose more than 5% to a new high on Report Three Key Chip Makers Endorse Bid for Arm.</p><p><blockquote>有报道称三大芯片制造商支持收购Arm，英伟达股价上涨逾5%，创新高。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/05201fd147f1f824ea42bb1d0bcac789\" tg-width=\"840\" tg-height=\"470\"></p><p><blockquote></blockquote></p><p> Three major chip makers have reportedly stepped up to say they support Nvidia‘s proposed acquisition of the U.K.-based chip-design house Arm.</p><p><blockquote>据报道，三大芯片制造商已出面表示，他们支持英伟达收购英国芯片设计公司Arm的提议。</blockquote></p><p> Last September, Nvidia (ticker: NVDA) announced a deal to acquire Arm from SoftBank Group(SFTBY) for $40 billion in cash and stock in a transaction that would make SoftBank the largest investor in Nvidia. The deal has attracted considerable scrutiny from both regulators and other chip companies, given Arm’s position as a leading provider of microprocessor designs to the chip industry. Almost all smartphones use processors based on Arm designs.</p><p><blockquote>去年9月，英伟达（股票代码：NVDA）宣布以400亿美元现金和股票从软银集团（SFTBY）手中收购Arm，这笔交易将使软银成为英伟达的最大投资者。鉴于Arm作为芯片行业微处理器设计领先供应商的地位，该交易吸引了监管机构和其他芯片公司的广泛审查。几乎所有的智能手机都使用基于Arm设计的处理器。</blockquote></p><p> But the U.K.’s <i>Sunday Times</i> over the weekend reported that three important Arm customers—Broadcom(AVGO), Marvell (MRVL), and Taiwan-based MediaTek(2454.TW)—have endorsed the transaction. None of the companies involved could immediately be reached for comment.</p><p><blockquote>但英国的<i>星期日泰晤士报</i>周末有报道称，Arm的三个重要客户——博通(AVGO)、Marvell(MRVL)和台湾联发科(2454.TW)——已批准该交易。记者无法立即联系到任何相关公司置评。</blockquote></p><p> Citi analyst Atif Malk wrote in a research note Sunday that the report is a big step forward for the proposed deal. He thinks the U.K. likely will approve the combination, given Nvidia’s public commitment to investing more in Arm’s U.K. operations. But he still sees considerable hurdles, in particular in China.</p><p><blockquote>花旗分析师Atif Malk周日在一份研究报告中写道，该报告是拟议交易向前迈出的一大步。他认为，鉴于英伟达公开承诺加大对Arm英国业务的投资，英国可能会批准此次合并。但他仍然看到了相当大的障碍，尤其是在中国。</blockquote></p><p> “With the U.S. continuing to be aggressive against China winning in a tech race, we see China less likely to support a deal that would see them potentially losing access to Arm,” he wrote in a research note. “If Nvidia finds a way to keep the Arm China subsidiary as a separate entity without access to any [graphics processor or artificial intelligence] IP then there is a path to get both U.S. and China regulatory approval.”</p><p><blockquote>他在一份研究报告中写道：“随着美国继续积极反对中国在科技竞赛中获胜，我们认为中国不太可能支持一项可能导致他们失去Arm准入权的交易。”“如果英伟达找到一种方法，将Arm中国子公司保留为一个独立实体，而无法访问任何[图形处理器或人工智能]IP，那么就有办法获得美国和中国监管机构的批准。”</blockquote></p><p> Malik says he says the path to approval remains narrow. He now sees a 30% chance of approval, up from a previous estimate of 10%.</p><p><blockquote>马利克说，他认为获得批准的道路仍然狭窄。他现在认为获得批准的可能性为30%，高于之前估计的10%。</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>Nvidia shares rose more than 5% to a new high<blockquote>英伟达股价涨超5%创新高</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia shares rose more than 5% to a new high<blockquote>英伟达股价涨超5%创新高</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-06-28 22:54</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Nvidia shares rose more than 5% to a new high on Report Three Key Chip Makers Endorse Bid for Arm.</p><p><blockquote>有报道称三大芯片制造商支持收购Arm，英伟达股价上涨逾5%，创新高。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/05201fd147f1f824ea42bb1d0bcac789\" tg-width=\"840\" tg-height=\"470\"></p><p><blockquote></blockquote></p><p> Three major chip makers have reportedly stepped up to say they support Nvidia‘s proposed acquisition of the U.K.-based chip-design house Arm.</p><p><blockquote>据报道，三大芯片制造商已出面表示，他们支持英伟达收购英国芯片设计公司Arm的提议。</blockquote></p><p> Last September, Nvidia (ticker: NVDA) announced a deal to acquire Arm from SoftBank Group(SFTBY) for $40 billion in cash and stock in a transaction that would make SoftBank the largest investor in Nvidia. The deal has attracted considerable scrutiny from both regulators and other chip companies, given Arm’s position as a leading provider of microprocessor designs to the chip industry. Almost all smartphones use processors based on Arm designs.</p><p><blockquote>去年9月，英伟达（股票代码：NVDA）宣布以400亿美元现金和股票从软银集团（SFTBY）手中收购Arm，这笔交易将使软银成为英伟达的最大投资者。鉴于Arm作为芯片行业微处理器设计领先供应商的地位，该交易吸引了监管机构和其他芯片公司的广泛审查。几乎所有的智能手机都使用基于Arm设计的处理器。</blockquote></p><p> But the U.K.’s <i>Sunday Times</i> over the weekend reported that three important Arm customers—Broadcom(AVGO), Marvell (MRVL), and Taiwan-based MediaTek(2454.TW)—have endorsed the transaction. None of the companies involved could immediately be reached for comment.</p><p><blockquote>但英国的<i>星期日泰晤士报</i>周末有报道称，Arm的三个重要客户——博通(AVGO)、Marvell(MRVL)和台湾联发科(2454.TW)——已批准该交易。记者无法立即联系到任何相关公司置评。</blockquote></p><p> Citi analyst Atif Malk wrote in a research note Sunday that the report is a big step forward for the proposed deal. He thinks the U.K. likely will approve the combination, given Nvidia’s public commitment to investing more in Arm’s U.K. operations. But he still sees considerable hurdles, in particular in China.</p><p><blockquote>花旗分析师Atif Malk周日在一份研究报告中写道，该报告是拟议交易向前迈出的一大步。他认为，鉴于英伟达公开承诺加大对Arm英国业务的投资，英国可能会批准此次合并。但他仍然看到了相当大的障碍，尤其是在中国。</blockquote></p><p> “With the U.S. continuing to be aggressive against China winning in a tech race, we see China less likely to support a deal that would see them potentially losing access to Arm,” he wrote in a research note. “If Nvidia finds a way to keep the Arm China subsidiary as a separate entity without access to any [graphics processor or artificial intelligence] IP then there is a path to get both U.S. and China regulatory approval.”</p><p><blockquote>他在一份研究报告中写道：“随着美国继续积极反对中国在科技竞赛中获胜，我们认为中国不太可能支持一项可能导致他们失去Arm准入权的交易。”“如果英伟达找到一种方法，将Arm中国子公司保留为一个独立实体，而无法访问任何[图形处理器或人工智能]IP，那么就有办法获得美国和中国监管机构的批准。”</blockquote></p><p> Malik says he says the path to approval remains narrow. He now sees a 30% chance of approval, up from a previous estimate of 10%.</p><p><blockquote>马利克说，他认为获得批准的道路仍然狭窄。他现在认为获得批准的可能性为30%，高于之前估计的10%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182036516","content_text":"Nvidia shares rose more than 5% to a new high on Report Three Key Chip Makers Endorse Bid for Arm.\n\nThree major chip makers have reportedly stepped up to say they support Nvidia‘s proposed acquisition of the U.K.-based chip-design house Arm.\nLast September, Nvidia (ticker: NVDA) announced a deal to acquire Arm from SoftBank Group(SFTBY) for $40 billion in cash and stock in a transaction that would make SoftBank the largest investor in Nvidia. The deal has attracted considerable scrutiny from both regulators and other chip companies, given Arm’s position as a leading provider of microprocessor designs to the chip industry. Almost all smartphones use processors based on Arm designs.\nBut the U.K.’s Sunday Times over the weekend reported that three important Arm customers—Broadcom(AVGO), Marvell (MRVL), and Taiwan-based MediaTek(2454.TW)—have endorsed the transaction. None of the companies involved could immediately be reached for comment.\nCiti analyst Atif Malk wrote in a research note Sunday that the report is a big step forward for the proposed deal. He thinks the U.K. likely will approve the combination, given Nvidia’s public commitment to investing more in Arm’s U.K. operations. But he still sees considerable hurdles, in particular in China.\n“With the U.S. continuing to be aggressive against China winning in a tech race, we see China less likely to support a deal that would see them potentially losing access to Arm,” he wrote in a research note. “If Nvidia finds a way to keep the Arm China subsidiary as a separate entity without access to any [graphics processor or artificial intelligence] IP then there is a path to get both U.S. and China regulatory approval.”\nMalik says he says the path to approval remains narrow. He now sees a 30% chance of approval, up from a previous estimate of 10%.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":922,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150819503,"gmtCreate":1624892362602,"gmtModify":1631891373339,"author":{"id":"3582061947066926","authorId":"3582061947066926","name":"rykeir","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582061947066926","authorIdStr":"3582061947066926"},"themes":[],"htmlText":"Wao","listText":"Wao","text":"Wao","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150819503","repostId":"1148481357","repostType":4,"repost":{"id":"1148481357","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":1624888651,"share":"https://www.laohu8.com/m/news/1148481357?lang=zh_CN&edition=full","pubTime":"2021-06-28 21:57","market":"us","language":"en","title":"Meme stocks are blazing hot, once again.<blockquote>模因股票再次炙手可热。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1148481357","media":"Tiger Newspress","summary":"Meme stocks are blazing hot, once again.CCIV,Workhorse,GameStop,AMC and Bed Bath & Beyond climbed be","content":"<p>Meme stocks are blazing hot, once again.CCIV,Workhorse,GameStop,AMC and Bed Bath & Beyond climbed between 5% and 7%.</p><p><blockquote>Meme股票再次炙手可热。CCIV、Workhorse、游戏驿站、AMC和Bed Bath&Beyond股价上涨5%至7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/fb2694f87fdac29278fbf2a583a1bf36\" tg-width=\"390\" tg-height=\"743\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meme stocks are blazing hot, once again.<blockquote>模因股票再次炙手可热。</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\">\nMeme stocks are blazing hot, once again.<blockquote>模因股票再次炙手可热。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-06-28 21:57</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Meme stocks are blazing hot, once again.CCIV,Workhorse,GameStop,AMC and Bed Bath & Beyond climbed between 5% and 7%.</p><p><blockquote>Meme股票再次炙手可热。CCIV、Workhorse、游戏驿站、AMC和Bed Bath&Beyond股价上涨5%至7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/fb2694f87fdac29278fbf2a583a1bf36\" tg-width=\"390\" tg-height=\"743\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WKHS":"Workhorse Group, Inc.","GME":"游戏驿站","BBBY":"Bed Bath & Beyond, Inc.","AMC":"AMC院线"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148481357","content_text":"Meme stocks are blazing hot, once again.CCIV,Workhorse,GameStop,AMC and Bed Bath & Beyond climbed between 5% and 7%.","news_type":1,"symbols_score_info":{"GME":0.9,"CCIV":0.9,"AMC":0.9,"BBBY":0.9,"WKHS":0.9}},"isVote":1,"tweetType":1,"viewCount":1656,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150102645,"gmtCreate":1624888867887,"gmtModify":1631891373340,"author":{"id":"3582061947066926","authorId":"3582061947066926","name":"rykeir","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582061947066926","authorIdStr":"3582061947066926"},"themes":[],"htmlText":"Hi all","listText":"Hi all","text":"Hi all","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150102645","isVote":1,"tweetType":1,"viewCount":2581,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":150102645,"gmtCreate":1624888867887,"gmtModify":1631891373340,"author":{"id":"3582061947066926","authorId":"3582061947066926","name":"rykeir","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582061947066926","idStr":"3582061947066926"},"themes":[],"htmlText":"Hi all","listText":"Hi all","text":"Hi all","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150102645","isVote":1,"tweetType":1,"viewCount":2581,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150438423,"gmtCreate":1624924166762,"gmtModify":1631891373328,"author":{"id":"3582061947066926","authorId":"3582061947066926","name":"rykeir","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582061947066926","idStr":"3582061947066926"},"themes":[],"htmlText":"Waiting....","listText":"Waiting....","text":"Waiting....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150438423","repostId":"1105982179","repostType":4,"repost":{"id":"1105982179","kind":"news","pubTimestamp":1624889210,"share":"https://www.laohu8.com/m/news/1105982179?lang=zh_CN&edition=full","pubTime":"2021-06-28 22:06","market":"us","language":"en","title":"Palantir: The Mass Exodus<blockquote>Palantir：大规模外流</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1105982179","media":"seekingalpha","summary":"Summary\n\nShort interest in Palantir dropped by 23.8% in the latest cycle.\nEven though Palantir conti","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Short interest in Palantir dropped by 23.8% in the latest cycle.</li> <li>Even though Palantir continues to be surrounded by bearish narratives, market participants don't seem to be comfortable with shorting the stock.</li> <li>The stock could rally further.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16279727ada0c46eb4d43744da02d1cc\" tg-width=\"768\" tg-height=\"512\"><span>Michael Vi/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>Palantir的空头兴趣在最新周期中下降了23.8%。</li><li>尽管Palantir继续被看跌言论所包围，但市场参与者似乎并不愿意做空该股。</li><li>该股可能会进一步上涨。</li></ul><p class=\"t-img-caption\"><span>Michael Vi/iStock社论来自Getty Images</span></p></blockquote></p><p> Palantir's (PLTR) shares are up 20% in the last month alone but the rally could still continue. Latest data reveals that short interest in Palantir declined by 23.8% in the latest cycle alone. This suggests that a broad swath of market participants isn't buying into the bearish narratives surrounding the company, perceive its stock to be fairly valued and perhaps even anticipate it to rally going forward. This development should come across as an encouraging sign for the company's long-side investors. Let's take a closer look at it all.</p><p><blockquote>Palantir(PLTR)的股价仅上个月就上涨了20%，但涨势仍可能持续。最新数据显示，仅在最近一个周期中，Palantir的空头兴趣就下降了23.8%。这表明，广大市场参与者并不相信围绕该公司的看跌言论，认为其股票估值合理，甚至可能预计其未来会上涨。对于该公司的多头投资者来说，这一进展应该是一个令人鼓舞的迹象。让我们仔细看看这一切。</blockquote></p><p> <b>The Data</b></p><p><blockquote><b>数据</b></blockquote></p><p> I'd like to start by explaining the term \"short interest\" for the uninitiated. It's essentially the total number of short positions that are open against any given stock. A sharp rise in the metric indicates that traders grew bearish on the concerned company, and actively initiated short positions against it. Conversely, a sharp decline in the metric indicates that traders actively wound up their short positions either perhaps because they anticipate the stock to bottom out and/or rally going forward. So, the short interest is a useful tool to gauge the Street's ever-evolving market sentiment.</p><p><blockquote>我想首先为门外汉解释一下“空头利息”这个术语。它本质上是针对任何给定股票的空头头寸的总数。该指标的急剧上升表明交易者对相关公司变得看跌，并积极建立针对该公司的空头头寸。相反，该指标的急剧下降表明交易者积极平仓空头头寸，可能是因为他们预计股票将触底和/或未来反弹。因此，空头利息是衡量华尔街不断变化的市场情绪的有用工具。</blockquote></p><p> In Palantir's case, its short interest at the end of the latest data cycle stood at 52.3 million, sharply down by 23.8% on a sequential basis. Although Palantir's short interest figure isn't at its all-time low yet, the pace of its recent decline, however, is certainly one of the fastest in the company's brief history since its direct listing last year. For the record, Palantir has over 1.8 billion shares outstanding which means that about 2.8% of its entire share total had been shorted. Also, the short interest data is for the cycle spanning from early June to mid-June, and the data wasreleasedon Thursday.</p><p><blockquote>以Palantir为例，在最新数据周期结束时，其空头利息为5230万，环比大幅下降23.8%。尽管Palantir的空头利息数字尚未达到历史低点，但其最近的下降速度无疑是该公司自去年直接上市以来短暂历史上最快的下降速度之一。根据记录，Palantir拥有超过18亿股已发行股票，这意味着其全部股票总数的约2.8%已被做空。此外，空头利息数据适用于6月初至6月中旬的周期，该数据于周四发布。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/95e4623fda1d9079a2699b57d4ee0f42\" tg-width=\"637\" tg-height=\"450\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Next, I wanted to confirm if other software application companies also registered a sharp reduction in their short interest figures, or was Palantir an anomaly in its peer group. So, to get a broader perspective on its industry, I pulled the short interest figures for about 100 software application stocks listed in the US. Interestingly, 55% of these stocks registered a net reduction in their short interest figures, of varying magnitudes of course, which points to an industry-wide short unwinding.</p><p><blockquote>接下来，我想确认其他软件应用公司的空头利息数字是否也大幅下降，或者Palantir是否是同行中的异常现象。因此，为了更广泛地了解其行业，我提取了大约100只在美国上市的软件应用股票的空头利息数据。有趣的是，这些股票中有55%的空头利息数字出现净减少，当然幅度各不相同，这表明全行业的空头平仓。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/091feec9aa17f821d01f34a7b46bb2bb\" tg-width=\"610\" tg-height=\"506\"><span>(Source: BusinessQuant.com, Wsj.com)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：BusinessQuant.com、Wsj.com）</span></p></blockquote></p><p> Moreover, the median short interest decline was 1.9%, whereas Palantir's short interest declined by a far more significant 23.8% during the same data cycle. In fact, there were just 6 other stocks in our study group, which saw their short interest decline in excess of 23.8%. This conclusively shows that market participants were far too active with unwinding their short positions in Palantir.</p><p><blockquote>此外，空头利息下降中位数为1.9%，而Palantir的空头利息在同一数据周期内下降幅度要大得多，为23.8%。事实上，我们的研究小组中只有其他6只股票的空头利息下降超过23.8%。这最终表明市场参与者在平仓Palantir空头头寸方面过于积极。</blockquote></p><p> But this leads us to an important question - why are market participants so cautious with shorting Palantir in the first place?</p><p><blockquote>但这给我们带来了一个重要的问题——为什么市场参与者首先对做空Palantir如此谨慎？</blockquote></p><p> <b>Cautious for Good Reason</b></p><p><blockquote><b>谨慎是有充分理由的</b></blockquote></p><p> As I've explained in my prior articles, Palantir has several initiatives at play which could collectively catapult its growth in 2021-22. These initiatives include itstransitionto a customer-friendly payment model to boost commercial sales, offeringfree trialsto major companies to expand its sales funnel and expanding itssales teamto revamp its outbound marketing function. We won't be discussing the same points again to avoid being repetitive, but the takeaway here is that since Palantir is undertaking several growth initiatives, it makes for a risky short bet for the time being at least.</p><p><blockquote>正如我在之前的文章中所解释的，Palantir有几项举措正在发挥作用，这些举措可能会共同推动其在2021-22年的增长。这些举措包括向客户友好的支付模式过渡以促进商业销售、向大公司提供免费试用以扩大其销售渠道以及扩大其销售团队以改造其对外营销职能。为了避免重复，我们不会再次讨论相同的观点，但这里的要点是，由于Palantir正在采取多项增长举措，因此至少目前是一个有风险的空头押注。</blockquote></p><p> But don't take my word for it.</p><p><blockquote>但别相信我的话。</blockquote></p><p> The community of professional analysts is realizing Palantir's growth potential and raising their revenue estimates for its current fiscal year. They've raised their FY21 revenue estimates by about 5% so far since mid-January and there's no telling how many of such upward revenue revisions are still in store for the remainder of Palantir's FY21. This bullish uncertainty presents an unfavorable risk-reward ratio for short-side market participants and explains why short interest in Palantir continues to decline.</p><p><blockquote>专业分析师群体正在认识到Palantir的增长潜力，并提高了本财年的收入预期。自1月中旬以来，他们已将2021财年收入预期上调了约5%，目前尚不清楚Palantir 2021财年剩余时间内仍有多少此类收入上调。这种看涨的不确定性给空头市场参与者带来了不利的风险回报比，并解释了为什么对Palantir的空头兴趣持续下降。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/74bccdf90ceb880c1a3edddad8743a1e\" tg-width=\"636\" tg-height=\"419\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p><p> There's another point to consider here, that nobody seems to be talking about. Palantir has won several COVID-19 tracking-related contracts (such ashere,here,here,hereandhere) over the last 12 - 15 months as government agencies across the globe grappled to control the spread and tried to better manage their resources. With COVID-19 said to be making a fierce comeback with thedelta variant, I contend that Palantir could experience a similar order windfall this year, from proactive government agencies, which could boost the company's government sales along the way.</p><p><blockquote>这里还有一点需要考虑，似乎没有人谈论。随着全球各地的政府机构努力控制传播并试图更好地管理其资源，Palantir在过去12-15个月内赢得了多份与COVID-19跟踪相关的合同（例如here、here、here、here和here）。据说COVID-19将凭借Delta变体卷土重来，我认为Palantir今年可能会从积极主动的政府机构获得类似的订单意外之财，这可能会提高该公司的政府销售额。</blockquote></p><p> Lastly, several commenters argue that Palantir's shares are trading at a premium and are due for a sharp correction. Its shares are trading at about 34-times trailing twelve-month sales so it's understandable why many might think that the stock is overvalued. But I believe the problem with this approach is that we're not factoring in industry-wide trading multiples or Palantir's revenue growth rate, compared to its peers.</p><p><blockquote>最后，一些评论者认为Palantir的股票交易价格溢价，预计将大幅调整。其股价目前约为过去12个月销售额的34倍，因此可以理解为什么许多人可能认为该股被高估。但我认为这种方法的问题在于，与同行相比，我们没有考虑全行业的交易倍数或Palantir的收入增长率。</blockquote></p><p> So, to put things in perspective, I compiled the revenue growth rates and price-to-sales (or P/S) multiples for over 320 software infrastructure and software application stocks that are currently listed on US exchanges. Next, I benchmarked these industry groups based on Palantir's revenue growth rate and its P/S multiple. As it turns out, over 90% of Palantir's peers have a slower revenue growth and/or are trading at higher trading multiples. This suggests that Palantir's higher pace of growth justifies its price premium and that the bearish concerns regarding its valuations, are exaggerated.</p><p><blockquote>因此，为了正确看待事情，我编制了目前在美国交易所上市的320多只软件基础设施和软件应用股票的收入增长率和市销率（或P/S）倍数。接下来，我根据Palantir的收入增长率及其市盈率倍数对这些行业群体进行了基准测试。事实证明，超过90%的Palantir同行收入增长较慢和/或交易倍数较高。这表明Palantir较高的增长速度证明了其溢价的合理性，并且对其估值的看跌担忧被夸大了。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fefb171f61438817b747d6a50fff8133\" tg-width=\"640\" tg-height=\"414\"><span>(Source: Business Quant.com)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：商量网）</span></p></blockquote></p><p> <b>Final Thoughts</b></p><p><blockquote><b>最后的想法</b></blockquote></p><p> I'd like to point to readers that fluctuations in short interest figures don't always impact the underlying stock prices. This data is based on short positions that were open at a prior cut-off date and investors with a long-term time horizon should, at best, use it to corroborate their bull or bear thesis.</p><p><blockquote>我想向读者指出，空头利息数据的波动并不总是会影响标的股票价格。该数据基于在之前截止日期开立的空头头寸，具有长期视野的投资者充其量应该用它来证实他们的牛市或熊市论点。</blockquote></p><p> Having said that, if the bearish narratives surrounding Palantir held any merit, or posed a legitimate risk to its share price, a broad swath of market participants would've actively shorted the stock to profit off of this near-certain eventuality. But that didn't happen and its short interest declined instead, that too by a significant amount.</p><p><blockquote>话虽如此，如果围绕Palantir的看跌言论有任何价值，或者对其股价构成合理的风险，那么大量市场参与者就会积极做空该股，以从这种几乎确定的可能性中获利。但这种情况并没有发生，其空头兴趣反而下降了，而且下降幅度也很大。</blockquote></p><p> This active short unwinding indicates that market participants are uncomfortable in shorting the stock at current levels. This should come across as a reassuring sign for the company's long-side shareholders. The stock seems to be fairly valued and has the potential to rally further. Good Luck!</p><p><blockquote>这种积极的空头平仓表明市场参与者对在当前水平做空股票感到不舒服。对于公司的多头股东来说，这应该是一个令人放心的信号。该股似乎估值合理，并有进一步上涨的潜力。祝你好运！</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: The Mass Exodus<blockquote>Palantir：大规模外流</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\">\nPalantir: The Mass Exodus<blockquote>Palantir：大规模外流</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-06-28 22:06</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>Short interest in Palantir dropped by 23.8% in the latest cycle.</li> <li>Even though Palantir continues to be surrounded by bearish narratives, market participants don't seem to be comfortable with shorting the stock.</li> <li>The stock could rally further.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16279727ada0c46eb4d43744da02d1cc\" tg-width=\"768\" tg-height=\"512\"><span>Michael Vi/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>Palantir的空头兴趣在最新周期中下降了23.8%。</li><li>尽管Palantir继续被看跌言论所包围，但市场参与者似乎并不愿意做空该股。</li><li>该股可能会进一步上涨。</li></ul><p class=\"t-img-caption\"><span>Michael Vi/iStock社论来自Getty Images</span></p></blockquote></p><p> Palantir's (PLTR) shares are up 20% in the last month alone but the rally could still continue. Latest data reveals that short interest in Palantir declined by 23.8% in the latest cycle alone. This suggests that a broad swath of market participants isn't buying into the bearish narratives surrounding the company, perceive its stock to be fairly valued and perhaps even anticipate it to rally going forward. This development should come across as an encouraging sign for the company's long-side investors. Let's take a closer look at it all.</p><p><blockquote>Palantir(PLTR)的股价仅上个月就上涨了20%，但涨势仍可能持续。最新数据显示，仅在最近一个周期中，Palantir的空头兴趣就下降了23.8%。这表明，广大市场参与者并不相信围绕该公司的看跌言论，认为其股票估值合理，甚至可能预计其未来会上涨。对于该公司的多头投资者来说，这一进展应该是一个令人鼓舞的迹象。让我们仔细看看这一切。</blockquote></p><p> <b>The Data</b></p><p><blockquote><b>数据</b></blockquote></p><p> I'd like to start by explaining the term \"short interest\" for the uninitiated. It's essentially the total number of short positions that are open against any given stock. A sharp rise in the metric indicates that traders grew bearish on the concerned company, and actively initiated short positions against it. Conversely, a sharp decline in the metric indicates that traders actively wound up their short positions either perhaps because they anticipate the stock to bottom out and/or rally going forward. So, the short interest is a useful tool to gauge the Street's ever-evolving market sentiment.</p><p><blockquote>我想首先为门外汉解释一下“空头利息”这个术语。它本质上是针对任何给定股票的空头头寸的总数。该指标的急剧上升表明交易者对相关公司变得看跌，并积极建立针对该公司的空头头寸。相反，该指标的急剧下降表明交易者积极平仓空头头寸，可能是因为他们预计股票将触底和/或未来反弹。因此，空头利息是衡量华尔街不断变化的市场情绪的有用工具。</blockquote></p><p> In Palantir's case, its short interest at the end of the latest data cycle stood at 52.3 million, sharply down by 23.8% on a sequential basis. Although Palantir's short interest figure isn't at its all-time low yet, the pace of its recent decline, however, is certainly one of the fastest in the company's brief history since its direct listing last year. For the record, Palantir has over 1.8 billion shares outstanding which means that about 2.8% of its entire share total had been shorted. Also, the short interest data is for the cycle spanning from early June to mid-June, and the data wasreleasedon Thursday.</p><p><blockquote>以Palantir为例，在最新数据周期结束时，其空头利息为5230万，环比大幅下降23.8%。尽管Palantir的空头利息数字尚未达到历史低点，但其最近的下降速度无疑是该公司自去年直接上市以来短暂历史上最快的下降速度之一。根据记录，Palantir拥有超过18亿股已发行股票，这意味着其全部股票总数的约2.8%已被做空。此外，空头利息数据适用于6月初至6月中旬的周期，该数据于周四发布。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/95e4623fda1d9079a2699b57d4ee0f42\" tg-width=\"637\" tg-height=\"450\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Next, I wanted to confirm if other software application companies also registered a sharp reduction in their short interest figures, or was Palantir an anomaly in its peer group. So, to get a broader perspective on its industry, I pulled the short interest figures for about 100 software application stocks listed in the US. Interestingly, 55% of these stocks registered a net reduction in their short interest figures, of varying magnitudes of course, which points to an industry-wide short unwinding.</p><p><blockquote>接下来，我想确认其他软件应用公司的空头利息数字是否也大幅下降，或者Palantir是否是同行中的异常现象。因此，为了更广泛地了解其行业，我提取了大约100只在美国上市的软件应用股票的空头利息数据。有趣的是，这些股票中有55%的空头利息数字出现净减少，当然幅度各不相同，这表明全行业的空头平仓。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/091feec9aa17f821d01f34a7b46bb2bb\" tg-width=\"610\" tg-height=\"506\"><span>(Source: BusinessQuant.com, Wsj.com)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：BusinessQuant.com、Wsj.com）</span></p></blockquote></p><p> Moreover, the median short interest decline was 1.9%, whereas Palantir's short interest declined by a far more significant 23.8% during the same data cycle. In fact, there were just 6 other stocks in our study group, which saw their short interest decline in excess of 23.8%. This conclusively shows that market participants were far too active with unwinding their short positions in Palantir.</p><p><blockquote>此外，空头利息下降中位数为1.9%，而Palantir的空头利息在同一数据周期内下降幅度要大得多，为23.8%。事实上，我们的研究小组中只有其他6只股票的空头利息下降超过23.8%。这最终表明市场参与者在平仓Palantir空头头寸方面过于积极。</blockquote></p><p> But this leads us to an important question - why are market participants so cautious with shorting Palantir in the first place?</p><p><blockquote>但这给我们带来了一个重要的问题——为什么市场参与者首先对做空Palantir如此谨慎？</blockquote></p><p> <b>Cautious for Good Reason</b></p><p><blockquote><b>谨慎是有充分理由的</b></blockquote></p><p> As I've explained in my prior articles, Palantir has several initiatives at play which could collectively catapult its growth in 2021-22. These initiatives include itstransitionto a customer-friendly payment model to boost commercial sales, offeringfree trialsto major companies to expand its sales funnel and expanding itssales teamto revamp its outbound marketing function. We won't be discussing the same points again to avoid being repetitive, but the takeaway here is that since Palantir is undertaking several growth initiatives, it makes for a risky short bet for the time being at least.</p><p><blockquote>正如我在之前的文章中所解释的，Palantir有几项举措正在发挥作用，这些举措可能会共同推动其在2021-22年的增长。这些举措包括向客户友好的支付模式过渡以促进商业销售、向大公司提供免费试用以扩大其销售渠道以及扩大其销售团队以改造其对外营销职能。为了避免重复，我们不会再次讨论相同的观点，但这里的要点是，由于Palantir正在采取多项增长举措，因此至少目前是一个有风险的空头押注。</blockquote></p><p> But don't take my word for it.</p><p><blockquote>但别相信我的话。</blockquote></p><p> The community of professional analysts is realizing Palantir's growth potential and raising their revenue estimates for its current fiscal year. They've raised their FY21 revenue estimates by about 5% so far since mid-January and there's no telling how many of such upward revenue revisions are still in store for the remainder of Palantir's FY21. This bullish uncertainty presents an unfavorable risk-reward ratio for short-side market participants and explains why short interest in Palantir continues to decline.</p><p><blockquote>专业分析师群体正在认识到Palantir的增长潜力，并提高了本财年的收入预期。自1月中旬以来，他们已将2021财年收入预期上调了约5%，目前尚不清楚Palantir 2021财年剩余时间内仍有多少此类收入上调。这种看涨的不确定性给空头市场参与者带来了不利的风险回报比，并解释了为什么对Palantir的空头兴趣持续下降。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/74bccdf90ceb880c1a3edddad8743a1e\" tg-width=\"636\" tg-height=\"419\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p><p> There's another point to consider here, that nobody seems to be talking about. Palantir has won several COVID-19 tracking-related contracts (such ashere,here,here,hereandhere) over the last 12 - 15 months as government agencies across the globe grappled to control the spread and tried to better manage their resources. With COVID-19 said to be making a fierce comeback with thedelta variant, I contend that Palantir could experience a similar order windfall this year, from proactive government agencies, which could boost the company's government sales along the way.</p><p><blockquote>这里还有一点需要考虑，似乎没有人谈论。随着全球各地的政府机构努力控制传播并试图更好地管理其资源，Palantir在过去12-15个月内赢得了多份与COVID-19跟踪相关的合同（例如here、here、here、here和here）。据说COVID-19将凭借Delta变体卷土重来，我认为Palantir今年可能会从积极主动的政府机构获得类似的订单意外之财，这可能会提高该公司的政府销售额。</blockquote></p><p> Lastly, several commenters argue that Palantir's shares are trading at a premium and are due for a sharp correction. Its shares are trading at about 34-times trailing twelve-month sales so it's understandable why many might think that the stock is overvalued. But I believe the problem with this approach is that we're not factoring in industry-wide trading multiples or Palantir's revenue growth rate, compared to its peers.</p><p><blockquote>最后，一些评论者认为Palantir的股票交易价格溢价，预计将大幅调整。其股价目前约为过去12个月销售额的34倍，因此可以理解为什么许多人可能认为该股被高估。但我认为这种方法的问题在于，与同行相比，我们没有考虑全行业的交易倍数或Palantir的收入增长率。</blockquote></p><p> So, to put things in perspective, I compiled the revenue growth rates and price-to-sales (or P/S) multiples for over 320 software infrastructure and software application stocks that are currently listed on US exchanges. Next, I benchmarked these industry groups based on Palantir's revenue growth rate and its P/S multiple. As it turns out, over 90% of Palantir's peers have a slower revenue growth and/or are trading at higher trading multiples. This suggests that Palantir's higher pace of growth justifies its price premium and that the bearish concerns regarding its valuations, are exaggerated.</p><p><blockquote>因此，为了正确看待事情，我编制了目前在美国交易所上市的320多只软件基础设施和软件应用股票的收入增长率和市销率（或P/S）倍数。接下来，我根据Palantir的收入增长率及其市盈率倍数对这些行业群体进行了基准测试。事实证明，超过90%的Palantir同行收入增长较慢和/或交易倍数较高。这表明Palantir较高的增长速度证明了其溢价的合理性，并且对其估值的看跌担忧被夸大了。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fefb171f61438817b747d6a50fff8133\" tg-width=\"640\" tg-height=\"414\"><span>(Source: Business Quant.com)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：商量网）</span></p></blockquote></p><p> <b>Final Thoughts</b></p><p><blockquote><b>最后的想法</b></blockquote></p><p> I'd like to point to readers that fluctuations in short interest figures don't always impact the underlying stock prices. This data is based on short positions that were open at a prior cut-off date and investors with a long-term time horizon should, at best, use it to corroborate their bull or bear thesis.</p><p><blockquote>我想向读者指出，空头利息数据的波动并不总是会影响标的股票价格。该数据基于在之前截止日期开立的空头头寸，具有长期视野的投资者充其量应该用它来证实他们的牛市或熊市论点。</blockquote></p><p> Having said that, if the bearish narratives surrounding Palantir held any merit, or posed a legitimate risk to its share price, a broad swath of market participants would've actively shorted the stock to profit off of this near-certain eventuality. But that didn't happen and its short interest declined instead, that too by a significant amount.</p><p><blockquote>话虽如此，如果围绕Palantir的看跌言论有任何价值，或者对其股价构成合理的风险，那么大量市场参与者就会积极做空该股，以从这种几乎确定的可能性中获利。但这种情况并没有发生，其空头兴趣反而下降了，而且下降幅度也很大。</blockquote></p><p> This active short unwinding indicates that market participants are uncomfortable in shorting the stock at current levels. This should come across as a reassuring sign for the company's long-side shareholders. The stock seems to be fairly valued and has the potential to rally further. Good Luck!</p><p><blockquote>这种积极的空头平仓表明市场参与者对在当前水平做空股票感到不舒服。对于公司的多头股东来说，这应该是一个令人放心的信号。该股似乎估值合理，并有进一步上涨的潜力。祝你好运！</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4436907-palantir-the-mass-exodus\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4436907-palantir-the-mass-exodus","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105982179","content_text":"Summary\n\nShort interest in Palantir dropped by 23.8% in the latest cycle.\nEven though Palantir continues to be surrounded by bearish narratives, market participants don't seem to be comfortable with shorting the stock.\nThe stock could rally further.\n\nMichael Vi/iStock Editorial via Getty Images\nPalantir's (PLTR) shares are up 20% in the last month alone but the rally could still continue. Latest data reveals that short interest in Palantir declined by 23.8% in the latest cycle alone. This suggests that a broad swath of market participants isn't buying into the bearish narratives surrounding the company, perceive its stock to be fairly valued and perhaps even anticipate it to rally going forward. This development should come across as an encouraging sign for the company's long-side investors. Let's take a closer look at it all.\nThe Data\nI'd like to start by explaining the term \"short interest\" for the uninitiated. It's essentially the total number of short positions that are open against any given stock. A sharp rise in the metric indicates that traders grew bearish on the concerned company, and actively initiated short positions against it. Conversely, a sharp decline in the metric indicates that traders actively wound up their short positions either perhaps because they anticipate the stock to bottom out and/or rally going forward. So, the short interest is a useful tool to gauge the Street's ever-evolving market sentiment.\nIn Palantir's case, its short interest at the end of the latest data cycle stood at 52.3 million, sharply down by 23.8% on a sequential basis. Although Palantir's short interest figure isn't at its all-time low yet, the pace of its recent decline, however, is certainly one of the fastest in the company's brief history since its direct listing last year. For the record, Palantir has over 1.8 billion shares outstanding which means that about 2.8% of its entire share total had been shorted. Also, the short interest data is for the cycle spanning from early June to mid-June, and the data wasreleasedon Thursday.\n\nNext, I wanted to confirm if other software application companies also registered a sharp reduction in their short interest figures, or was Palantir an anomaly in its peer group. So, to get a broader perspective on its industry, I pulled the short interest figures for about 100 software application stocks listed in the US. Interestingly, 55% of these stocks registered a net reduction in their short interest figures, of varying magnitudes of course, which points to an industry-wide short unwinding.\n(Source: BusinessQuant.com, Wsj.com)\nMoreover, the median short interest decline was 1.9%, whereas Palantir's short interest declined by a far more significant 23.8% during the same data cycle. In fact, there were just 6 other stocks in our study group, which saw their short interest decline in excess of 23.8%. This conclusively shows that market participants were far too active with unwinding their short positions in Palantir.\nBut this leads us to an important question - why are market participants so cautious with shorting Palantir in the first place?\nCautious for Good Reason\nAs I've explained in my prior articles, Palantir has several initiatives at play which could collectively catapult its growth in 2021-22. These initiatives include itstransitionto a customer-friendly payment model to boost commercial sales, offeringfree trialsto major companies to expand its sales funnel and expanding itssales teamto revamp its outbound marketing function. We won't be discussing the same points again to avoid being repetitive, but the takeaway here is that since Palantir is undertaking several growth initiatives, it makes for a risky short bet for the time being at least.\nBut don't take my word for it.\nThe community of professional analysts is realizing Palantir's growth potential and raising their revenue estimates for its current fiscal year. They've raised their FY21 revenue estimates by about 5% so far since mid-January and there's no telling how many of such upward revenue revisions are still in store for the remainder of Palantir's FY21. This bullish uncertainty presents an unfavorable risk-reward ratio for short-side market participants and explains why short interest in Palantir continues to decline.\n\nThere's another point to consider here, that nobody seems to be talking about. Palantir has won several COVID-19 tracking-related contracts (such ashere,here,here,hereandhere) over the last 12 - 15 months as government agencies across the globe grappled to control the spread and tried to better manage their resources. With COVID-19 said to be making a fierce comeback with thedelta variant, I contend that Palantir could experience a similar order windfall this year, from proactive government agencies, which could boost the company's government sales along the way.\nLastly, several commenters argue that Palantir's shares are trading at a premium and are due for a sharp correction. Its shares are trading at about 34-times trailing twelve-month sales so it's understandable why many might think that the stock is overvalued. But I believe the problem with this approach is that we're not factoring in industry-wide trading multiples or Palantir's revenue growth rate, compared to its peers.\nSo, to put things in perspective, I compiled the revenue growth rates and price-to-sales (or P/S) multiples for over 320 software infrastructure and software application stocks that are currently listed on US exchanges. Next, I benchmarked these industry groups based on Palantir's revenue growth rate and its P/S multiple. As it turns out, over 90% of Palantir's peers have a slower revenue growth and/or are trading at higher trading multiples. This suggests that Palantir's higher pace of growth justifies its price premium and that the bearish concerns regarding its valuations, are exaggerated.\n(Source: Business Quant.com)\nFinal Thoughts\nI'd like to point to readers that fluctuations in short interest figures don't always impact the underlying stock prices. This data is based on short positions that were open at a prior cut-off date and investors with a long-term time horizon should, at best, use it to corroborate their bull or bear thesis.\nHaving said that, if the bearish narratives surrounding Palantir held any merit, or posed a legitimate risk to its share price, a broad swath of market participants would've actively shorted the stock to profit off of this near-certain eventuality. But that didn't happen and its short interest declined instead, that too by a significant amount.\nThis active short unwinding indicates that market participants are uncomfortable in shorting the stock at current levels. This should come across as a reassuring sign for the company's long-side shareholders. The stock seems to be fairly valued and has the potential to rally further. Good Luck!","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":862,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150439006,"gmtCreate":1624924078505,"gmtModify":1631891373335,"author":{"id":"3582061947066926","authorId":"3582061947066926","name":"rykeir","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582061947066926","idStr":"3582061947066926"},"themes":[],"htmlText":"Nice 👍","listText":"Nice 👍","text":"Nice 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150439006","repostId":"2147837918","repostType":2,"isVote":1,"tweetType":1,"viewCount":1136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150845623,"gmtCreate":1624894117162,"gmtModify":1631891373338,"author":{"id":"3582061947066926","authorId":"3582061947066926","name":"rykeir","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582061947066926","idStr":"3582061947066926"},"themes":[],"htmlText":"Come on ","listText":"Come on ","text":"Come on","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150845623","repostId":"1182036516","repostType":4,"repost":{"id":"1182036516","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":1624892087,"share":"https://www.laohu8.com/m/news/1182036516?lang=zh_CN&edition=full","pubTime":"2021-06-28 22:54","market":"us","language":"en","title":"Nvidia shares rose more than 5% to a new high<blockquote>英伟达股价涨超5%创新高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1182036516","media":"Tiger Newspress","summary":"Nvidia shares rose more than 5% to a new high on Report Three Key Chip Makers Endorse Bid for Arm.\n\n","content":"<p>Nvidia shares rose more than 5% to a new high on Report Three Key Chip Makers Endorse Bid for Arm.</p><p><blockquote>有报道称三大芯片制造商支持收购Arm，英伟达股价上涨逾5%，创新高。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/05201fd147f1f824ea42bb1d0bcac789\" tg-width=\"840\" tg-height=\"470\"></p><p><blockquote></blockquote></p><p> Three major chip makers have reportedly stepped up to say they support Nvidia‘s proposed acquisition of the U.K.-based chip-design house Arm.</p><p><blockquote>据报道，三大芯片制造商已出面表示，他们支持英伟达收购英国芯片设计公司Arm的提议。</blockquote></p><p> Last September, Nvidia (ticker: NVDA) announced a deal to acquire Arm from SoftBank Group(SFTBY) for $40 billion in cash and stock in a transaction that would make SoftBank the largest investor in Nvidia. The deal has attracted considerable scrutiny from both regulators and other chip companies, given Arm’s position as a leading provider of microprocessor designs to the chip industry. Almost all smartphones use processors based on Arm designs.</p><p><blockquote>去年9月，英伟达（股票代码：NVDA）宣布以400亿美元现金和股票从软银集团（SFTBY）手中收购Arm，这笔交易将使软银成为英伟达的最大投资者。鉴于Arm作为芯片行业微处理器设计领先供应商的地位，该交易吸引了监管机构和其他芯片公司的广泛审查。几乎所有的智能手机都使用基于Arm设计的处理器。</blockquote></p><p> But the U.K.’s <i>Sunday Times</i> over the weekend reported that three important Arm customers—Broadcom(AVGO), Marvell (MRVL), and Taiwan-based MediaTek(2454.TW)—have endorsed the transaction. None of the companies involved could immediately be reached for comment.</p><p><blockquote>但英国的<i>星期日泰晤士报</i>周末有报道称，Arm的三个重要客户——博通(AVGO)、Marvell(MRVL)和台湾联发科(2454.TW)——已批准该交易。记者无法立即联系到任何相关公司置评。</blockquote></p><p> Citi analyst Atif Malk wrote in a research note Sunday that the report is a big step forward for the proposed deal. He thinks the U.K. likely will approve the combination, given Nvidia’s public commitment to investing more in Arm’s U.K. operations. But he still sees considerable hurdles, in particular in China.</p><p><blockquote>花旗分析师Atif Malk周日在一份研究报告中写道，该报告是拟议交易向前迈出的一大步。他认为，鉴于英伟达公开承诺加大对Arm英国业务的投资，英国可能会批准此次合并。但他仍然看到了相当大的障碍，尤其是在中国。</blockquote></p><p> “With the U.S. continuing to be aggressive against China winning in a tech race, we see China less likely to support a deal that would see them potentially losing access to Arm,” he wrote in a research note. “If Nvidia finds a way to keep the Arm China subsidiary as a separate entity without access to any [graphics processor or artificial intelligence] IP then there is a path to get both U.S. and China regulatory approval.”</p><p><blockquote>他在一份研究报告中写道：“随着美国继续积极反对中国在科技竞赛中获胜，我们认为中国不太可能支持一项可能导致他们失去Arm准入权的交易。”“如果英伟达找到一种方法，将Arm中国子公司保留为一个独立实体，而无法访问任何[图形处理器或人工智能]IP，那么就有办法获得美国和中国监管机构的批准。”</blockquote></p><p> Malik says he says the path to approval remains narrow. He now sees a 30% chance of approval, up from a previous estimate of 10%.</p><p><blockquote>马利克说，他认为获得批准的道路仍然狭窄。他现在认为获得批准的可能性为30%，高于之前估计的10%。</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>Nvidia shares rose more than 5% to a new high<blockquote>英伟达股价涨超5%创新高</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia shares rose more than 5% to a new high<blockquote>英伟达股价涨超5%创新高</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-06-28 22:54</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Nvidia shares rose more than 5% to a new high on Report Three Key Chip Makers Endorse Bid for Arm.</p><p><blockquote>有报道称三大芯片制造商支持收购Arm，英伟达股价上涨逾5%，创新高。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/05201fd147f1f824ea42bb1d0bcac789\" tg-width=\"840\" tg-height=\"470\"></p><p><blockquote></blockquote></p><p> Three major chip makers have reportedly stepped up to say they support Nvidia‘s proposed acquisition of the U.K.-based chip-design house Arm.</p><p><blockquote>据报道，三大芯片制造商已出面表示，他们支持英伟达收购英国芯片设计公司Arm的提议。</blockquote></p><p> Last September, Nvidia (ticker: NVDA) announced a deal to acquire Arm from SoftBank Group(SFTBY) for $40 billion in cash and stock in a transaction that would make SoftBank the largest investor in Nvidia. The deal has attracted considerable scrutiny from both regulators and other chip companies, given Arm’s position as a leading provider of microprocessor designs to the chip industry. Almost all smartphones use processors based on Arm designs.</p><p><blockquote>去年9月，英伟达（股票代码：NVDA）宣布以400亿美元现金和股票从软银集团（SFTBY）手中收购Arm，这笔交易将使软银成为英伟达的最大投资者。鉴于Arm作为芯片行业微处理器设计领先供应商的地位，该交易吸引了监管机构和其他芯片公司的广泛审查。几乎所有的智能手机都使用基于Arm设计的处理器。</blockquote></p><p> But the U.K.’s <i>Sunday Times</i> over the weekend reported that three important Arm customers—Broadcom(AVGO), Marvell (MRVL), and Taiwan-based MediaTek(2454.TW)—have endorsed the transaction. None of the companies involved could immediately be reached for comment.</p><p><blockquote>但英国的<i>星期日泰晤士报</i>周末有报道称，Arm的三个重要客户——博通(AVGO)、Marvell(MRVL)和台湾联发科(2454.TW)——已批准该交易。记者无法立即联系到任何相关公司置评。</blockquote></p><p> Citi analyst Atif Malk wrote in a research note Sunday that the report is a big step forward for the proposed deal. He thinks the U.K. likely will approve the combination, given Nvidia’s public commitment to investing more in Arm’s U.K. operations. But he still sees considerable hurdles, in particular in China.</p><p><blockquote>花旗分析师Atif Malk周日在一份研究报告中写道，该报告是拟议交易向前迈出的一大步。他认为，鉴于英伟达公开承诺加大对Arm英国业务的投资，英国可能会批准此次合并。但他仍然看到了相当大的障碍，尤其是在中国。</blockquote></p><p> “With the U.S. continuing to be aggressive against China winning in a tech race, we see China less likely to support a deal that would see them potentially losing access to Arm,” he wrote in a research note. “If Nvidia finds a way to keep the Arm China subsidiary as a separate entity without access to any [graphics processor or artificial intelligence] IP then there is a path to get both U.S. and China regulatory approval.”</p><p><blockquote>他在一份研究报告中写道：“随着美国继续积极反对中国在科技竞赛中获胜，我们认为中国不太可能支持一项可能导致他们失去Arm准入权的交易。”“如果英伟达找到一种方法，将Arm中国子公司保留为一个独立实体，而无法访问任何[图形处理器或人工智能]IP，那么就有办法获得美国和中国监管机构的批准。”</blockquote></p><p> Malik says he says the path to approval remains narrow. He now sees a 30% chance of approval, up from a previous estimate of 10%.</p><p><blockquote>马利克说，他认为获得批准的道路仍然狭窄。他现在认为获得批准的可能性为30%，高于之前估计的10%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182036516","content_text":"Nvidia shares rose more than 5% to a new high on Report Three Key Chip Makers Endorse Bid for Arm.\n\nThree major chip makers have reportedly stepped up to say they support Nvidia‘s proposed acquisition of the U.K.-based chip-design house Arm.\nLast September, Nvidia (ticker: NVDA) announced a deal to acquire Arm from SoftBank Group(SFTBY) for $40 billion in cash and stock in a transaction that would make SoftBank the largest investor in Nvidia. The deal has attracted considerable scrutiny from both regulators and other chip companies, given Arm’s position as a leading provider of microprocessor designs to the chip industry. Almost all smartphones use processors based on Arm designs.\nBut the U.K.’s Sunday Times over the weekend reported that three important Arm customers—Broadcom(AVGO), Marvell (MRVL), and Taiwan-based MediaTek(2454.TW)—have endorsed the transaction. None of the companies involved could immediately be reached for comment.\nCiti analyst Atif Malk wrote in a research note Sunday that the report is a big step forward for the proposed deal. He thinks the U.K. likely will approve the combination, given Nvidia’s public commitment to investing more in Arm’s U.K. operations. But he still sees considerable hurdles, in particular in China.\n“With the U.S. continuing to be aggressive against China winning in a tech race, we see China less likely to support a deal that would see them potentially losing access to Arm,” he wrote in a research note. “If Nvidia finds a way to keep the Arm China subsidiary as a separate entity without access to any [graphics processor or artificial intelligence] IP then there is a path to get both U.S. and China regulatory approval.”\nMalik says he says the path to approval remains narrow. He now sees a 30% chance of approval, up from a previous estimate of 10%.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":922,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150819503,"gmtCreate":1624892362602,"gmtModify":1631891373339,"author":{"id":"3582061947066926","authorId":"3582061947066926","name":"rykeir","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582061947066926","idStr":"3582061947066926"},"themes":[],"htmlText":"Wao","listText":"Wao","text":"Wao","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150819503","repostId":"1148481357","repostType":4,"repost":{"id":"1148481357","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":1624888651,"share":"https://www.laohu8.com/m/news/1148481357?lang=zh_CN&edition=full","pubTime":"2021-06-28 21:57","market":"us","language":"en","title":"Meme stocks are blazing hot, once again.<blockquote>模因股票再次炙手可热。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1148481357","media":"Tiger Newspress","summary":"Meme stocks are blazing hot, once again.CCIV,Workhorse,GameStop,AMC and Bed Bath & Beyond climbed be","content":"<p>Meme stocks are blazing hot, once again.CCIV,Workhorse,GameStop,AMC and Bed Bath & Beyond climbed between 5% and 7%.</p><p><blockquote>Meme股票再次炙手可热。CCIV、Workhorse、游戏驿站、AMC和Bed Bath&Beyond股价上涨5%至7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/fb2694f87fdac29278fbf2a583a1bf36\" tg-width=\"390\" tg-height=\"743\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meme stocks are blazing hot, once again.<blockquote>模因股票再次炙手可热。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMeme stocks are blazing hot, once again.<blockquote>模因股票再次炙手可热。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-06-28 21:57</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Meme stocks are blazing hot, once again.CCIV,Workhorse,GameStop,AMC and Bed Bath & Beyond climbed between 5% and 7%.</p><p><blockquote>Meme股票再次炙手可热。CCIV、Workhorse、游戏驿站、AMC和Bed Bath&Beyond股价上涨5%至7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/fb2694f87fdac29278fbf2a583a1bf36\" tg-width=\"390\" tg-height=\"743\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WKHS":"Workhorse Group, Inc.","GME":"游戏驿站","BBBY":"Bed Bath & Beyond, Inc.","AMC":"AMC院线"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148481357","content_text":"Meme stocks are blazing hot, once again.CCIV,Workhorse,GameStop,AMC and Bed Bath & Beyond climbed between 5% and 7%.","news_type":1,"symbols_score_info":{"GME":0.9,"CCIV":0.9,"AMC":0.9,"BBBY":0.9,"WKHS":0.9}},"isVote":1,"tweetType":1,"viewCount":1656,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
