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2021-11-17

$Sono Group N.V.(SEV)$ stock tanking for sure.... no point looking

2021-11-26

What is with the title ?

Pinduoduo shares tumbled nearly 11% in premarket trading after announcing its financial results for Q3.<blockquote>拼多多公布第三季度财务业绩后，股价在盘前交易中下跌近11%。</blockquote>

2021-12-17

So why did Apple affect this few, but others got affected ? Was there any link ? 1 apple affecting most of the semis? How about other macroecon factors ? Sigh

Why AMD, Qualcomm, and Skyworks Stocks Crashed<blockquote>AMD、高通和Skyworks股价为何暴跌</blockquote>

2021-12-16

seriously ? this post is just pure misleading... go look at why the others have rallied instead of saying this was the reason or sole reason why Nvidia popped.. oh come on...

Why Nvidia Stock Finally Popped<blockquote>为什么英伟达股票最终上涨</blockquote>

2021-11-26

$NVIDIA Corp(NVDA)$ If sales was good during pandemic, what is a new variant? sales will continue to be good..

2021-11-26

Which analyst have correctly forecasted S&p before ?

抱歉，原内容已删除

2021-11-16

Lol… how many years have people mentioned about overvalue stocks, which eventually ended up exceeding expectations … he should be a business owner…

Sell AAPL? Why This Expert Sees Apple Stock Dipping 12%<blockquote>出售苹果公司？为什么这位专家认为苹果股价下跌12%</blockquote>

2021-09-04

Dividend is not bad, sell now you lose everything. If you thinking of changing counters means your next stock might be just riding on consumer consensus. Which might result in your same situation as SS buying high, sell low.

2021-12-08

How did it valuate $1580? 5 years from now? With so many negative news and it’s increasing the price ? Hmmm trade with caution people… if someone states to hold at $1k …price will go down ….

New Street Research raised Tesla's target price to $1580, the highest price on Wall Street<blockquote>New Street Research将特斯拉目标价上调至1580美元，为华尔街最高价</blockquote>

2021-11-05

Market just start, still have lots of opportunity to close in green :) Chinese New Year coming, many people will buy new cars

EV stocks dipped in morning trading<blockquote>电动汽车股早盘下跌</blockquote>

去老虎APP查看更多动态

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still uncertain and your talking about 2035 …..","listText":"2022 still uncertain and your talking about 2035 …..","text":"2022 still uncertain and your talking about 2035 …..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693085191","repostId":"2192035909","repostType":4,"isVote":1,"tweetType":1,"viewCount":2686,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690788712,"gmtCreate":1639709113379,"gmtModify":1639709349068,"author":{"id":"3582064888282026","authorId":"3582064888282026","name":"OpenMind","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582064888282026","idStr":"3582064888282026"},"themes":[],"htmlText":"So why did Apple affect this few, but others got affected ? Was there any link ? 1 apple affecting most of the semis? How about other macroecon factors ? Sigh","listText":"So why did Apple affect this few, but others got affected ? Was there any link ? 1 apple affecting most of the semis? How about other macroecon factors ? Sigh","text":"So why did Apple affect this few, but others got affected ? Was there any link ? 1 apple affecting most of the semis? How about other macroecon factors ? Sigh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/690788712","repostId":"1156042491","repostType":2,"repost":{"id":"1156042491","kind":"news","pubTimestamp":1639708576,"share":"https://www.laohu8.com/m/news/1156042491?lang=zh_CN&edition=full","pubTime":"2021-12-17 10:36","market":"us","language":"en","title":"Why AMD, Qualcomm, and Skyworks Stocks Crashed<blockquote>AMD、高通和Skyworks股价为何暴跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1156042491","media":"Motley Fool","summary":"What happened\nIt's Thursday, and semiconductor stocks are in a funk. As of 4 p.m. ET, shares of Adva","content":"<p><b>What happened</b></p><p><blockquote><b>发生了什么</b></blockquote></p><p> It's Thursday, and&nbsp;semiconductor&nbsp;stocks are in a funk. As of 4 p.m. ET, shares of&nbsp;<b>Advanced Micro Devices</b>(NASDAQ:AMD)have already lost 5.37%,&nbsp;<b>Qualcomm</b>(NASDAQ:QCOM)is down 5.88%, and&nbsp;<b>Skyworks Solutions</b>(NASDAQ:SWKS)is taking it particularly hard on the chin -- down 8.47%.</p><p><blockquote>今天是周四，半导体股陷入恐慌。截至下午4点美国东部时间，股份<b>先进微设备公司</b>（纳斯达克：AMD）已经下跌了5.37%，<b>Qualcomm</b>（纳斯达克：QCOM）下跌5.88%，<b>Skyworks解决方案</b>（纳斯达克：SWKS）的表现尤其糟糕，下跌了8.47%。</blockquote></p><p> I blame&nbsp;<b>Apple</b>&nbsp;for all of the above.</p><p><blockquote>我责怪<b>苹果</b>对于以上所有内容。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Investors in chips stocks today have only a choice between bad short-term news and potentially worse long-term news, I fear. In the short term, the bad news is this:</p><p><blockquote>我担心，如今芯片股的投资者只能在糟糕的短期消息和可能更糟糕的长期消息之间做出选择。短期来看，坏消息是这样的：</blockquote></p><p> iPhone 13 smartphones are in short supply this holiday season, according to a report from an analyst at&nbsp;<b>KeyBanc Capital Markets</b>, relayed byThe Fly. Indeed, demand for the devices has outstripped supply since Thanksgiving. And despite reports that&nbsp;things had been getting better earlier this month&nbsp;as the delta COVID-19 pandemic switched over into an omicron COVID-19 pandemic, KeyBanc analyst John Vinh now observes that \"the majority of stores\" he has surveyed report not having&nbsp;<i>any</i>&nbsp;iPhone 13 Pro or Max phones in stock.</p><p><blockquote>根据分析师的报告，iPhone 13智能手机在这个假期供不应求<b>KeyBanc资本市场</b>，由苍蝇接力。事实上，自感恩节以来，对这些设备的需求已经超过了供应。尽管有报道称，本月早些时候，随着三角洲COVID-19大流行转变为奥密克戎COVID-19大流行，情况有所好转，但KeyBanc分析师John Vinh现在观察到，他调查的“大多数商店”报告没有<i>任何</i>iPhone 13 Pro或Max手机有货。</blockquote></p><p> Granted, he concludes that this news is ultimately only neutral for companies including AMD, Qualcomm, and Skyworks that supply chips for Apple devices -- but neutral isn't good. While suppliers can presumably charge Apple premium prices in a time of constrained chip supply, fewer iPhone sales still logically implies fewer chips being sold to build those Apple products.</p><p><blockquote>诚然，他的结论是，这一消息最终只对AMD、高通和Skyworks等为苹果设备供应芯片的公司是中立的，但中立并不好。虽然在芯片供应紧张的情况下，供应商可能会向苹果收取溢价，但iPhone销量减少在逻辑上仍然意味着用于制造这些苹果产品的芯片减少。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p> At the same time, you have to figure that, at some point, Apple is going to get upset at its inability to obtain all the chips it wants. This, combined with the company's already-confirmed belief that it can&nbsp;design better chips itself&nbsp;than it can buy from third-party chipmakers, creates&nbsp;a longer-term risk&nbsp;of semiconductor companies losing Apple (and eventually, companies other than Apple) as dependable customers.</p><p><blockquote>与此同时，你必须明白，在某个时候，苹果将会因为无法获得它想要的所有芯片而感到不安。这一点，再加上该公司已经证实的信念，即它可以自己设计比从第三方芯片制造商那里购买更好的芯片，这就造成了半导体公司失去苹果（最终失去苹果以外的公司）作为可靠客户的长期风险。</blockquote></p><p> In that regard, we note that Bloomberg is reporting today that Apple has begun hiring engineers skilled in building wireless communication chips, with the aim of \"eventually\" replacing suppliers&nbsp;<b>Broadcom</b>&nbsp;and Skyworks with wireless chips Apple designs in-house.</p><p><blockquote>在这方面，我们注意到彭博社今天报道说，苹果已经开始招聘擅长制造无线通信芯片的工程师，目的是“最终”取代供应商<b>Broadcom</b>Skyworks采用苹果内部设计的无线芯片。</blockquote></p><p> Now, you might not think that bad news for Skyworks would necessarily affect companies like AMD and Qualcomm -- and today, Skyworks<i>is</i>in fact faring worse than the others. One reason: A decision by Apple to design its own wireless chips appears to be part of the same story that saw Apple oust&nbsp;<b>Intel</b>&nbsp;as its favored chip supplier&nbsp;last year.</p><p><blockquote>现在，您可能不会认为Skyworks的坏消息一定会影响AMD和高通等公司——而今天，Skyworks<i>是</i>事实上比其他人过得更糟。原因之一：苹果设计自己的无线芯片的决定似乎是导致苹果下台的同一故事的一部分<b>英特尔</b>作为其去年青睐的芯片供应商。</blockquote></p><p> More and more frequently, it appears that Apple -- and eventually other companies -- may be deciding that it's better to design their chips in-house than buy off the shelf. Long term, that's a threat to all dedicated semiconductor companies.</p><p><blockquote>越来越多的情况是，苹果——最终还有其他公司——可能会决定在内部设计芯片比购买现成的芯片更好。从长远来看，这对所有专注的半导体公司都是一个威胁。</blockquote></p><p> And it's why pretty much everyone associated with the chip industry&nbsp;is going down.</p><p><blockquote>这就是为什么几乎所有与芯片行业相关的人都在走下坡路。</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>Why AMD, Qualcomm, and Skyworks Stocks Crashed<blockquote>AMD、高通和Skyworks股价为何暴跌</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy AMD, Qualcomm, and Skyworks Stocks Crashed<blockquote>AMD、高通和Skyworks股价为何暴跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-17 10:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>What happened</b></p><p><blockquote><b>发生了什么</b></blockquote></p><p> It's Thursday, and&nbsp;semiconductor&nbsp;stocks are in a funk. As of 4 p.m. ET, shares of&nbsp;<b>Advanced Micro Devices</b>(NASDAQ:AMD)have already lost 5.37%,&nbsp;<b>Qualcomm</b>(NASDAQ:QCOM)is down 5.88%, and&nbsp;<b>Skyworks Solutions</b>(NASDAQ:SWKS)is taking it particularly hard on the chin -- down 8.47%.</p><p><blockquote>今天是周四，半导体股陷入恐慌。截至下午4点美国东部时间，股份<b>先进微设备公司</b>（纳斯达克：AMD）已经下跌了5.37%，<b>Qualcomm</b>（纳斯达克：QCOM）下跌5.88%，<b>Skyworks解决方案</b>（纳斯达克：SWKS）的表现尤其糟糕，下跌了8.47%。</blockquote></p><p> I blame&nbsp;<b>Apple</b>&nbsp;for all of the above.</p><p><blockquote>我责怪<b>苹果</b>对于以上所有内容。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Investors in chips stocks today have only a choice between bad short-term news and potentially worse long-term news, I fear. In the short term, the bad news is this:</p><p><blockquote>我担心，如今芯片股的投资者只能在糟糕的短期消息和可能更糟糕的长期消息之间做出选择。短期来看，坏消息是这样的：</blockquote></p><p> iPhone 13 smartphones are in short supply this holiday season, according to a report from an analyst at&nbsp;<b>KeyBanc Capital Markets</b>, relayed byThe Fly. Indeed, demand for the devices has outstripped supply since Thanksgiving. And despite reports that&nbsp;things had been getting better earlier this month&nbsp;as the delta COVID-19 pandemic switched over into an omicron COVID-19 pandemic, KeyBanc analyst John Vinh now observes that \"the majority of stores\" he has surveyed report not having&nbsp;<i>any</i>&nbsp;iPhone 13 Pro or Max phones in stock.</p><p><blockquote>根据分析师的报告，iPhone 13智能手机在这个假期供不应求<b>KeyBanc资本市场</b>，由苍蝇接力。事实上，自感恩节以来，对这些设备的需求已经超过了供应。尽管有报道称，本月早些时候，随着三角洲COVID-19大流行转变为奥密克戎COVID-19大流行，情况有所好转，但KeyBanc分析师John Vinh现在观察到，他调查的“大多数商店”报告没有<i>任何</i>iPhone 13 Pro或Max手机有货。</blockquote></p><p> Granted, he concludes that this news is ultimately only neutral for companies including AMD, Qualcomm, and Skyworks that supply chips for Apple devices -- but neutral isn't good. While suppliers can presumably charge Apple premium prices in a time of constrained chip supply, fewer iPhone sales still logically implies fewer chips being sold to build those Apple products.</p><p><blockquote>诚然，他的结论是，这一消息最终只对AMD、高通和Skyworks等为苹果设备供应芯片的公司是中立的，但中立并不好。虽然在芯片供应紧张的情况下，供应商可能会向苹果收取溢价，但iPhone销量减少在逻辑上仍然意味着用于制造这些苹果产品的芯片减少。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p> At the same time, you have to figure that, at some point, Apple is going to get upset at its inability to obtain all the chips it wants. This, combined with the company's already-confirmed belief that it can&nbsp;design better chips itself&nbsp;than it can buy from third-party chipmakers, creates&nbsp;a longer-term risk&nbsp;of semiconductor companies losing Apple (and eventually, companies other than Apple) as dependable customers.</p><p><blockquote>与此同时，你必须明白，在某个时候，苹果将会因为无法获得它想要的所有芯片而感到不安。这一点，再加上该公司已经证实的信念，即它可以自己设计比从第三方芯片制造商那里购买更好的芯片，这就造成了半导体公司失去苹果（最终失去苹果以外的公司）作为可靠客户的长期风险。</blockquote></p><p> In that regard, we note that Bloomberg is reporting today that Apple has begun hiring engineers skilled in building wireless communication chips, with the aim of \"eventually\" replacing suppliers&nbsp;<b>Broadcom</b>&nbsp;and Skyworks with wireless chips Apple designs in-house.</p><p><blockquote>在这方面，我们注意到彭博社今天报道说，苹果已经开始招聘擅长制造无线通信芯片的工程师，目的是“最终”取代供应商<b>Broadcom</b>Skyworks采用苹果内部设计的无线芯片。</blockquote></p><p> Now, you might not think that bad news for Skyworks would necessarily affect companies like AMD and Qualcomm -- and today, Skyworks<i>is</i>in fact faring worse than the others. One reason: A decision by Apple to design its own wireless chips appears to be part of the same story that saw Apple oust&nbsp;<b>Intel</b>&nbsp;as its favored chip supplier&nbsp;last year.</p><p><blockquote>现在，您可能不会认为Skyworks的坏消息一定会影响AMD和高通等公司——而今天，Skyworks<i>是</i>事实上比其他人过得更糟。原因之一：苹果设计自己的无线芯片的决定似乎是导致苹果下台的同一故事的一部分<b>英特尔</b>作为其去年青睐的芯片供应商。</blockquote></p><p> More and more frequently, it appears that Apple -- and eventually other companies -- may be deciding that it's better to design their chips in-house than buy off the shelf. Long term, that's a threat to all dedicated semiconductor companies.</p><p><blockquote>越来越多的情况是，苹果——最终还有其他公司——可能会决定在内部设计芯片比购买现成的芯片更好。从长远来看，这对所有专注的半导体公司都是一个威胁。</blockquote></p><p> And it's why pretty much everyone associated with the chip industry&nbsp;is going down.</p><p><blockquote>这就是为什么几乎所有与芯片行业相关的人都在走下坡路。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/16/why-amd-qualcomm-and-skyworks-stocks-just-crashed/\">Motley Fool</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":{"AMD":"美国超微公司","QCOM":"高通","SWKS":"思佳讯"},"source_url":"https://www.fool.com/investing/2021/12/16/why-amd-qualcomm-and-skyworks-stocks-just-crashed/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156042491","content_text":"What happened\nIt's Thursday, and semiconductor stocks are in a funk. As of 4 p.m. ET, shares of Advanced Micro Devices(NASDAQ:AMD)have already lost 5.37%, Qualcomm(NASDAQ:QCOM)is down 5.88%, and Skyworks Solutions(NASDAQ:SWKS)is taking it particularly hard on the chin -- down 8.47%.\nI blame Apple for all of the above.\nSo what\nInvestors in chips stocks today have only a choice between bad short-term news and potentially worse long-term news, I fear. In the short term, the bad news is this:\niPhone 13 smartphones are in short supply this holiday season, according to a report from an analyst at KeyBanc Capital Markets, relayed byThe Fly. Indeed, demand for the devices has outstripped supply since Thanksgiving. And despite reports that things had been getting better earlier this month as the delta COVID-19 pandemic switched over into an omicron COVID-19 pandemic, KeyBanc analyst John Vinh now observes that \"the majority of stores\" he has surveyed report not having any iPhone 13 Pro or Max phones in stock.\nGranted, he concludes that this news is ultimately only neutral for companies including AMD, Qualcomm, and Skyworks that supply chips for Apple devices -- but neutral isn't good. While suppliers can presumably charge Apple premium prices in a time of constrained chip supply, fewer iPhone sales still logically implies fewer chips being sold to build those Apple products.\nNow what\nAt the same time, you have to figure that, at some point, Apple is going to get upset at its inability to obtain all the chips it wants. This, combined with the company's already-confirmed belief that it can design better chips itself than it can buy from third-party chipmakers, creates a longer-term risk of semiconductor companies losing Apple (and eventually, companies other than Apple) as dependable customers.\nIn that regard, we note that Bloomberg is reporting today that Apple has begun hiring engineers skilled in building wireless communication chips, with the aim of \"eventually\" replacing suppliers Broadcom and Skyworks with wireless chips Apple designs in-house.\nNow, you might not think that bad news for Skyworks would necessarily affect companies like AMD and Qualcomm -- and today, Skyworksisin fact faring worse than the others. One reason: A decision by Apple to design its own wireless chips appears to be part of the same story that saw Apple oust Intel as its favored chip supplier last year.\nMore and more frequently, it appears that Apple -- and eventually other companies -- may be deciding that it's better to design their chips in-house than buy off the shelf. Long term, that's a threat to all dedicated semiconductor companies.\nAnd it's why pretty much everyone associated with the chip industry is going down.","news_type":1,"symbols_score_info":{"QCOM":0.9,"AMD":0.9,"SWKS":0.9}},"isVote":1,"tweetType":1,"viewCount":2636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690969243,"gmtCreate":1639622434972,"gmtModify":1639622435119,"author":{"id":"3582064888282026","authorId":"3582064888282026","name":"OpenMind","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582064888282026","idStr":"3582064888282026"},"themes":[],"htmlText":"seriously ? this post is just pure misleading... go look at why the others have rallied instead of saying this was the reason or sole reason why Nvidia popped.. oh come on...","listText":"seriously ? this post is just pure misleading... go look at why the others have rallied instead of saying this was the reason or sole reason why Nvidia popped.. oh come on...","text":"seriously ? this post is just pure misleading... go look at why the others have rallied instead of saying this was the reason or sole reason why Nvidia popped.. oh come on...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/690969243","repostId":"1139829157","repostType":2,"repost":{"id":"1139829157","kind":"news","pubTimestamp":1639621783,"share":"https://www.laohu8.com/m/news/1139829157?lang=zh_CN&edition=full","pubTime":"2021-12-16 10:29","market":"us","language":"en","title":"Why Nvidia Stock Finally Popped<blockquote>为什么英伟达股票最终上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1139829157","media":"Motley Fool","summary":"What happened\nFor five long days, it looked like Nvidia(NASDAQ:NVDA)stock could do no right-- the sh","content":"<p><b>What happened</b></p><p><blockquote><b>发生了什么</b></blockquote></p><p> For five long days, it looked like&nbsp;<b>Nvidia</b>(NASDAQ:NVDA)stock&nbsp;could do no right-- the share price just kept dropping as investors sought out cheaper ways to play&nbsp;the global semiconductor shortage.</p><p><blockquote>在漫长的五天里，看起来<b>英伟达</b>（纳斯达克：NVDA）股票表现不佳——随着投资者寻找更便宜的方式来应对全球半导体短缺，股价不断下跌。</blockquote></p><p> That ended Wednesday morning when traders latched on to some positive commentary from an analyst at KeyBanc. As of 4 p.m. ET, Nvidia stock was up&nbsp;7.49%.</p><p><blockquote>周三上午，当交易员抓住KeyBanc分析师的一些积极评论时，这种情况结束了。截至美国东部时间下午4点，英伟达股价上涨7.</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> What did KeyBanc analyst John Vinn say to stop the slide? Not a lot, actually -- but apparently, enough.</p><p><blockquote>KeyBanc分析师John Vinn说了什么来阻止下滑？实际上，不是很多，但显然，足够了。</blockquote></p><p> As&nbsp;StreetInsider.com&nbsp;reports, the bank's \"November cloud instance tracker\" is showing strong demand for cloud computing services (and Nvidia's semiconductors help with those). Specifically, \"instances\" of cloud computing services being used grew by 29% year over year in November, and by 6% in comparison to October. The news was best for&nbsp;<b>Microsoft</b>'s(NASDAQ:MSFT)Azure business, and&nbsp;<b>Amazon</b>'s(NASDAQ:AMZN)AWS, both of which grew faster than average year over year.</p><p><blockquote>正如StreetInsider.com报道的那样，该银行的“11月云实例跟踪”显示了对云计算服务的强劲需求（英伟达的半导体在这方面提供了帮助）。具体来说，11月份使用的云计算服务“实例”同比增长29%，与10月份相比增长6%。这个消息最适合<b>微软</b>（纳斯达克：MSFT）的Azure业务，以及<b>亚马逊</b>（纳斯达克股票代码：AMZN）的AWS，两者的同比增长都快于平均水平。</blockquote></p><p> Looking at the chipmakers, KeyBanc was most optimistic about&nbsp;<b>Advanced Micro Devices</b>(NASDAQ:AMD), whose chips largely power Microsoft's Azure, and less so about&nbsp;<b>Intel</b>(NASDAQ:INTC), noting that Intel's processor deployments grew 4% month over month and 22% year over year across all major cloud services providers -- below the averages.</p><p><blockquote>从芯片制造商来看，KeyBanc最看好<b>先进微设备公司</b>（纳斯达克：AMD），其芯片主要为微软的Azure提供动力，而不是<b>英特尔</b>（纳斯达克：INTC）指出，英特尔在所有主要云服务提供商中的处理器部署量环比增长4%，同比增长22%，低于平均水平。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p> And Nvidia? That's the strange thing. According to KeyBanc, the&nbsp;semiconductor&nbsp;company's \"instances\" number grew only 25% year over year -- good, but still below average. And Nvidia's growth was only 1% sequentially from October.</p><p><blockquote>英伟达呢？这就是奇怪的地方。根据KeyBanc的数据，这家半导体公司的“实例”数量同比仅增长25%——不错，但仍低于平均水平。英伟达较10月份环比增长仅为1%。</blockquote></p><p> In the final analysis, KeyBanc declared these results positive for AMD, \"moderately negative\" for Intel, and only neutral for Nvidia. That wasn't great news, but it seems to have been at least enough to stop the sell-off of Nvidia's shares.</p><p><blockquote>归根结底，KeyBanc宣布这些结果对AMD是积极的，对英特尔是“适度负面的”，对英伟达只有中性的。这不是一个好消息，但似乎至少足以阻止英伟达股票的抛售。</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>Why Nvidia Stock Finally Popped<blockquote>为什么英伟达股票最终上涨</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Nvidia Stock Finally Popped<blockquote>为什么英伟达股票最终上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-16 10:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>What happened</b></p><p><blockquote><b>发生了什么</b></blockquote></p><p> For five long days, it looked like&nbsp;<b>Nvidia</b>(NASDAQ:NVDA)stock&nbsp;could do no right-- the share price just kept dropping as investors sought out cheaper ways to play&nbsp;the global semiconductor shortage.</p><p><blockquote>在漫长的五天里，看起来<b>英伟达</b>（纳斯达克：NVDA）股票表现不佳——随着投资者寻找更便宜的方式来应对全球半导体短缺，股价不断下跌。</blockquote></p><p> That ended Wednesday morning when traders latched on to some positive commentary from an analyst at KeyBanc. As of 4 p.m. ET, Nvidia stock was up&nbsp;7.49%.</p><p><blockquote>周三上午，当交易员抓住KeyBanc分析师的一些积极评论时，这种情况结束了。截至美国东部时间下午4点，英伟达股价上涨7.</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> What did KeyBanc analyst John Vinn say to stop the slide? Not a lot, actually -- but apparently, enough.</p><p><blockquote>KeyBanc分析师John Vinn说了什么来阻止下滑？实际上，不是很多，但显然，足够了。</blockquote></p><p> As&nbsp;StreetInsider.com&nbsp;reports, the bank's \"November cloud instance tracker\" is showing strong demand for cloud computing services (and Nvidia's semiconductors help with those). Specifically, \"instances\" of cloud computing services being used grew by 29% year over year in November, and by 6% in comparison to October. The news was best for&nbsp;<b>Microsoft</b>'s(NASDAQ:MSFT)Azure business, and&nbsp;<b>Amazon</b>'s(NASDAQ:AMZN)AWS, both of which grew faster than average year over year.</p><p><blockquote>正如StreetInsider.com报道的那样，该银行的“11月云实例跟踪”显示了对云计算服务的强劲需求（英伟达的半导体在这方面提供了帮助）。具体来说，11月份使用的云计算服务“实例”同比增长29%，与10月份相比增长6%。这个消息最适合<b>微软</b>（纳斯达克：MSFT）的Azure业务，以及<b>亚马逊</b>（纳斯达克股票代码：AMZN）的AWS，两者的同比增长都快于平均水平。</blockquote></p><p> Looking at the chipmakers, KeyBanc was most optimistic about&nbsp;<b>Advanced Micro Devices</b>(NASDAQ:AMD), whose chips largely power Microsoft's Azure, and less so about&nbsp;<b>Intel</b>(NASDAQ:INTC), noting that Intel's processor deployments grew 4% month over month and 22% year over year across all major cloud services providers -- below the averages.</p><p><blockquote>从芯片制造商来看，KeyBanc最看好<b>先进微设备公司</b>（纳斯达克：AMD），其芯片主要为微软的Azure提供动力，而不是<b>英特尔</b>（纳斯达克：INTC）指出，英特尔在所有主要云服务提供商中的处理器部署量环比增长4%，同比增长22%，低于平均水平。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p> And Nvidia? That's the strange thing. According to KeyBanc, the&nbsp;semiconductor&nbsp;company's \"instances\" number grew only 25% year over year -- good, but still below average. And Nvidia's growth was only 1% sequentially from October.</p><p><blockquote>英伟达呢？这就是奇怪的地方。根据KeyBanc的数据，这家半导体公司的“实例”数量同比仅增长25%——不错，但仍低于平均水平。英伟达较10月份环比增长仅为1%。</blockquote></p><p> In the final analysis, KeyBanc declared these results positive for AMD, \"moderately negative\" for Intel, and only neutral for Nvidia. That wasn't great news, but it seems to have been at least enough to stop the sell-off of Nvidia's shares.</p><p><blockquote>归根结底，KeyBanc宣布这些结果对AMD是积极的，对英特尔是“适度负面的”，对英伟达只有中性的。这不是一个好消息，但似乎至少足以阻止英伟达股票的抛售。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/15/why-nvidia-stock-finally-popped-today/\">Motley Fool</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":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/12/15/why-nvidia-stock-finally-popped-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139829157","content_text":"What happened\nFor five long days, it looked like Nvidia(NASDAQ:NVDA)stock could do no right-- the share price just kept dropping as investors sought out cheaper ways to play the global semiconductor shortage.\nThat ended Wednesday morning when traders latched on to some positive commentary from an analyst at KeyBanc. As of 4 p.m. ET, Nvidia stock was up 7.49%.\nSo what\nWhat did KeyBanc analyst John Vinn say to stop the slide? Not a lot, actually -- but apparently, enough.\nAs StreetInsider.com reports, the bank's \"November cloud instance tracker\" is showing strong demand for cloud computing services (and Nvidia's semiconductors help with those). Specifically, \"instances\" of cloud computing services being used grew by 29% year over year in November, and by 6% in comparison to October. The news was best for Microsoft's(NASDAQ:MSFT)Azure business, and Amazon's(NASDAQ:AMZN)AWS, both of which grew faster than average year over year.\nLooking at the chipmakers, KeyBanc was most optimistic about Advanced Micro Devices(NASDAQ:AMD), whose chips largely power Microsoft's Azure, and less so about Intel(NASDAQ:INTC), noting that Intel's processor deployments grew 4% month over month and 22% year over year across all major cloud services providers -- below the averages.\nNow what\nAnd Nvidia? That's the strange thing. According to KeyBanc, the semiconductor company's \"instances\" number grew only 25% year over year -- good, but still below average. And Nvidia's growth was only 1% sequentially from October.\nIn the final analysis, KeyBanc declared these results positive for AMD, \"moderately negative\" for Intel, and only neutral for Nvidia. That wasn't great news, but it seems to have been at least enough to stop the sell-off of Nvidia's shares.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":2502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605805977,"gmtCreate":1639139622859,"gmtModify":1639139623002,"author":{"id":"3582064888282026","authorId":"3582064888282026","name":"OpenMind","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582064888282026","idStr":"3582064888282026"},"themes":[],"htmlText":"joke....","listText":"joke....","text":"joke....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605805977","repostId":"2190623527","repostType":2,"isVote":1,"tweetType":1,"viewCount":2630,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605802205,"gmtCreate":1639139538247,"gmtModify":1639139538389,"author":{"id":"3582064888282026","authorId":"3582064888282026","name":"OpenMind","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582064888282026","idStr":"3582064888282026"},"themes":[],"htmlText":"looks like intel is losing focus or trying to obtain market share","listText":"looks like intel is losing focus or trying to obtain market share","text":"looks like intel is losing focus or trying to obtain market share","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605802205","repostId":"2190621366","repostType":2,"isVote":1,"tweetType":1,"viewCount":2666,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602337969,"gmtCreate":1638970775179,"gmtModify":1638970775359,"author":{"id":"3582064888282026","authorId":"3582064888282026","name":"OpenMind","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582064888282026","idStr":"3582064888282026"},"themes":[],"htmlText":"*supply","listText":"*supply","text":"*supply","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602337969","repostId":"2189266890","repostType":2,"isVote":1,"tweetType":1,"viewCount":2164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602334191,"gmtCreate":1638970746934,"gmtModify":1638970747037,"author":{"id":"3582064888282026","authorId":"3582064888282026","name":"OpenMind","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582064888282026","idStr":"3582064888282026"},"themes":[],"htmlText":"positive news ... means they have orders coming in.... worry about supply later... you will worry for a company if there are no orders, or too much demand ...","listText":"positive news ... means they have orders coming in.... worry about supply later... you will worry for a company if there are no orders, or too much demand ...","text":"positive news ... means they have orders coming in.... worry about supply later... you will worry for a company if there are no orders, or too much demand ...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602334191","repostId":"2189266890","repostType":2,"isVote":1,"tweetType":1,"viewCount":2340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602332603,"gmtCreate":1638970523622,"gmtModify":1638970523718,"author":{"id":"3582064888282026","authorId":"3582064888282026","name":"OpenMind","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582064888282026","idStr":"3582064888282026"},"themes":[],"htmlText":"How did it valuate $1580? 5 years from now? With so many negative news and it’s increasing the price ? Hmmm trade with caution people… if someone states to hold at $1k …price will go down ….&nbsp;","listText":"How did it valuate $1580? 5 years from now? With so many negative news and it’s increasing the price ? Hmmm trade with caution people… if someone states to hold at $1k …price will go down ….&nbsp;","text":"How did it valuate $1580? 5 years from now? With so many negative news and it’s increasing the price ? Hmmm trade with caution people… if someone states to hold at $1k …price will go down ….","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/602332603","repostId":"1151922226","repostType":2,"repost":{"id":"1151922226","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":1638970132,"share":"https://www.laohu8.com/m/news/1151922226?lang=zh_CN&edition=full","pubTime":"2021-12-08 21:28","market":"us","language":"en","title":"New Street Research raised Tesla's target price to $1580, the highest price on Wall Street<blockquote>New Street Research将特斯拉目标价上调至1580美元，为华尔街最高价</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1151922226","media":"Tiger Newspress","summary":"Tesla shares changed from decline to rise in premarket trading after New Street Research raised Tesl","content":"<p>Tesla shares changed from decline to rise&nbsp;in premarket trading&nbsp;after&nbsp;New Street Research raised Tesla's target price to $1580, the highest price on Wall Street.</p><p><blockquote>在New Street Research将特斯拉目标价上调至华尔街最高价1580美元后，特斯拉股价在盘前交易中由跌转涨。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1f80f033625e9027d5042d14fb5202da\" tg-width=\"851\" tg-height=\"617\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> New Street Research boosts its price target on Tesla&nbsp;to $1,580 to mark a new Street high.</p><p><blockquote>New Street Research将特斯拉的目标价提高至1,580美元，创下华尔街新高。</blockquote></p><p> Analyst Pierre Ferragu and team point to multiple strong catalysts for Tesla&nbsp;in looking ahead to 2022. Tesla&nbsp;is seen ending this year with an annualized production run-rate of well above 1M units and being likely to deliver a strong Q4 earnings beat. Production out of Berlin and Texas is anticipated to ramp during the year to help the automaker hit 1.5M total deliveries vs. 1.4M consensus and margins are seen cracking the 30% level by the end of the year, despite the ramp of the two factories. Further manufacturing efficiency improvements could help in that regard.</p><p><blockquote>分析师Pierre Ferragu和团队指出了特斯拉展望2022年的多种强劲催化剂。预计特斯拉今年年底的年化产量将远高于100万辆，并且第四季度的盈利可能会强劲增长。柏林和德克萨斯州的产量预计将在今年增加，以帮助该汽车制造商的总交付量达到150万辆，而市场普遍预期为140万辆，尽管这两家工厂有所增加，但到今年年底，利润率预计将突破30%的水平。进一步提高制造效率可能会在这方面有所帮助。</blockquote></p><p> Expect to hear more 4680 talk with Tesla in the year ahead. \"We expect 4680 production to be in full swing by year end and grow rapidly from there, and new sites to break ground in order to maintain ~50% annual growth,\" previews Ferragu.</p><p><blockquote>期待在未来一年听到更多4680与特斯拉的对话。“我们预计4680的生产将在年底前全面展开，并在此基础上快速增长，新工厂也将破土动工，以保持约50%的年增长率，”Ferragu预览道。</blockquote></p><p> New Street Research's price target of $1,580 is based on TSLA trading comfortably at the higher end of the 50X to 100X P/E range. The PT reps right at 50% upside for Tesla&nbsp;from yesterday's closing price and is well in front of the all-time high of $1,243.49.</p><p><blockquote>New Street Research的目标价为1,580美元，基于TSLA的交易价格舒适地处于50倍至100倍市盈率范围的高端。特斯拉的PT代表较昨天的收盘价上涨了50%，远高于1,243.49美元的历史高点。</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>New Street Research raised Tesla's target price to $1580, the highest price on Wall Street<blockquote>New Street Research将特斯拉目标价上调至1580美元，为华尔街最高价</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\">\nNew Street Research raised Tesla's target price to $1580, the highest price on Wall Street<blockquote>New Street Research将特斯拉目标价上调至1580美元，为华尔街最高价</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\">2021-12-08 21:28</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Tesla shares changed from decline to rise&nbsp;in premarket trading&nbsp;after&nbsp;New Street Research raised Tesla's target price to $1580, the highest price on Wall Street.</p><p><blockquote>在New Street Research将特斯拉目标价上调至华尔街最高价1580美元后，特斯拉股价在盘前交易中由跌转涨。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1f80f033625e9027d5042d14fb5202da\" tg-width=\"851\" tg-height=\"617\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> New Street Research boosts its price target on Tesla&nbsp;to $1,580 to mark a new Street high.</p><p><blockquote>New Street Research将特斯拉的目标价提高至1,580美元，创下华尔街新高。</blockquote></p><p> Analyst Pierre Ferragu and team point to multiple strong catalysts for Tesla&nbsp;in looking ahead to 2022. Tesla&nbsp;is seen ending this year with an annualized production run-rate of well above 1M units and being likely to deliver a strong Q4 earnings beat. Production out of Berlin and Texas is anticipated to ramp during the year to help the automaker hit 1.5M total deliveries vs. 1.4M consensus and margins are seen cracking the 30% level by the end of the year, despite the ramp of the two factories. Further manufacturing efficiency improvements could help in that regard.</p><p><blockquote>分析师Pierre Ferragu和团队指出了特斯拉展望2022年的多种强劲催化剂。预计特斯拉今年年底的年化产量将远高于100万辆，并且第四季度的盈利可能会强劲增长。柏林和德克萨斯州的产量预计将在今年增加，以帮助该汽车制造商的总交付量达到150万辆，而市场普遍预期为140万辆，尽管这两家工厂有所增加，但到今年年底，利润率预计将突破30%的水平。进一步提高制造效率可能会在这方面有所帮助。</blockquote></p><p> Expect to hear more 4680 talk with Tesla in the year ahead. \"We expect 4680 production to be in full swing by year end and grow rapidly from there, and new sites to break ground in order to maintain ~50% annual growth,\" previews Ferragu.</p><p><blockquote>期待在未来一年听到更多4680与特斯拉的对话。“我们预计4680的生产将在年底前全面展开，并在此基础上快速增长，新工厂也将破土动工，以保持约50%的年增长率，”Ferragu预览道。</blockquote></p><p> New Street Research's price target of $1,580 is based on TSLA trading comfortably at the higher end of the 50X to 100X P/E range. The PT reps right at 50% upside for Tesla&nbsp;from yesterday's closing price and is well in front of the all-time high of $1,243.49.</p><p><blockquote>New Street Research的目标价为1,580美元，基于TSLA的交易价格舒适地处于50倍至100倍市盈率范围的高端。特斯拉的PT代表较昨天的收盘价上涨了50%，远高于1,243.49美元的历史高点。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151922226","content_text":"Tesla shares changed from decline to rise in premarket trading after New Street Research raised Tesla's target price to $1580, the highest price on Wall Street.\n\nNew Street Research boosts its price target on Tesla to $1,580 to mark a new Street high.\nAnalyst Pierre Ferragu and team point to multiple strong catalysts for Tesla in looking ahead to 2022. Tesla is seen ending this year with an annualized production run-rate of well above 1M units and being likely to deliver a strong Q4 earnings beat. Production out of Berlin and Texas is anticipated to ramp during the year to help the automaker hit 1.5M total deliveries vs. 1.4M consensus and margins are seen cracking the 30% level by the end of the year, despite the ramp of the two factories. Further manufacturing efficiency improvements could help in that regard.\nExpect to hear more 4680 talk with Tesla in the year ahead. \"We expect 4680 production to be in full swing by year end and grow rapidly from there, and new sites to break ground in order to maintain ~50% annual growth,\" previews Ferragu.\nNew Street Research's price target of $1,580 is based on TSLA trading comfortably at the higher end of the 50X to 100X P/E range. The PT reps right at 50% upside for Tesla from yesterday's closing price and is well in front of the all-time high of $1,243.49.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602924798,"gmtCreate":1638961376823,"gmtModify":1638962310300,"author":{"id":"3582064888282026","authorId":"3582064888282026","name":"OpenMind","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582064888282026","idStr":"3582064888282026"},"themes":[],"htmlText":"Let me summarize, market is volatile. Come on, which market and when is there a non volatile moment ? Rubbish article … you mean that if fed tapers the company don’t grow ?&nbsp;","listText":"Let me summarize, market is volatile. Come on, which market and when is there a non volatile moment ? Rubbish article … you mean that if fed tapers the company don’t grow ?&nbsp;","text":"Let me summarize, market is volatile. Come on, which market and when is there a non volatile moment ? Rubbish article … you mean that if fed tapers the company don’t grow ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602924798","repostId":"1119697932","repostType":2,"repost":{"id":"1119697932","kind":"news","pubTimestamp":1638948374,"share":"https://www.laohu8.com/m/news/1119697932?lang=zh_CN&edition=full","pubTime":"2021-12-08 15:26","market":"us","language":"en","title":"The Pain Isn’t Over for Big Tech Stocks. That’s Bad for the S&P 500.<blockquote>大型科技股的痛苦还没有结束。这对标普500不利。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1119697932","media":"Barrons","summary":"Don’t be fooled by Big Tech stocks’ rise. There could be more pain, spelling additional trouble for ","content":"<p>Don’t be fooled by Big Tech stocks’ rise. There could be more pain, spelling additional trouble for the&nbsp;S&amp;P 500.</p><p><blockquote>不要被大型科技股的上涨所迷惑。可能会有更多的痛苦，给标准普尔500带来额外的麻烦。</blockquote></p><p> There’s no denying that these stocks are on the up again, for now.Apple&nbsp;(AAPL),Meta Platforms&nbsp;(FB),Amazon.com&nbsp;(AMZN),Netflix&nbsp;(NFLX),Alphabet&nbsp;(GOOGL),Microsoft&nbsp;(MSFT), and&nbsp;Tesla&nbsp;(TSLA) have all risen between 3% and 10% from the low points reached in their recent pullbacks. Stocks had been sliding from mid-November until late last week, as the Federal Reserve signaled that it might move sooner than planned to halt the bond purchases it has used to prop up the economy during the pandemic.</p><p><blockquote>不可否认，这些股票目前再次上涨。苹果(AAPL)、Meta Platforms(FB)、Amazon.com(AMZN)、Netflix(NFLX)、Alphabet()、GOOGL(MSFT)和微软(TSLA)均较近期回调中触及的低点上涨3%至10%。从11月中旬到上周晚些时候，股市一直在下滑，因为美联储暗示可能会比计划更早停止在疫情期间用于支撑经济的债券购买。</blockquote></p><p> Less money moving into long-dated Treasury bonds allows their prices to fall, all else being equal, pushing yields on the debt higher. Those higher interest rates reduce the current, discounted value of future profits—and investors in these tech giants are counting on big profits many years down the line.</p><p><blockquote>在其他条件相同的情况下，流入长期国债的资金减少会导致其价格下跌，从而推高债券收益率。这些较高的利率降低了未来利润的当前贴现价值——而这些科技巨头的投资者指望多年后获得巨额利润。</blockquote></p><p> But it’s far from certain that the pain for Big Tech stocks is over.</p><p><blockquote>但大型科技股的痛苦还远未确定是否已经结束。</blockquote></p><p> The Fed’s change in stance will make gains hard to come by for Big Tech stocks. Central banks effectively print money to buy bonds, so the more they purchase,, the bigger their balance sheets become. Less bond buying means slower balance-sheet growth, which makes a difference for Big Tech stocks, according to Bank of America.</p><p><blockquote>美联储立场的转变将使大型科技股难以上涨。央行实际上是印钞来购买债券，所以他们购买的越多，他们的资产负债表就越大。美国银行表示，债券购买减少意味着资产负债表增长放缓，这对大型科技股产生了影响。</blockquote></p><p> Its data show a close correlation between the size of central-bank balance sheets and Big Tech valuations. And the aggregate size of the balance sheets of the Fed, the European Central Bank, the Bank of Japan, and the Bank of England has flattened out at about $25 trillion, while the market capitalization of the Big Tech stocks has continued to rise.</p><p><blockquote>其数据显示，央行资产负债表规模与大型科技公司估值之间存在密切相关性。美联储、欧洲央行、日本央行和英国央行的资产负债表总规模已持平于25万亿美元左右，而大型科技股的市值则持续上升。</blockquote></p><p> The problem is that based on history, a central-bank balance sheet of about $25 trillion implies an the aggregate market capitalization for those Big Tech stocks of around $9 trillion, according to Bank of America’s data. That would mean a decline of about 20% from the current $11.3 trillion.</p><p><blockquote>问题在于，根据美国银行的数据，根据历史，央行约25万亿美元的资产负债表意味着这些大型科技股的总市值约为9万亿美元。这意味着比目前的11.3万亿美元下降约20%。</blockquote></p><p> A separate indicator also hints that the best of Big Tech’s outperformance may be over. The group’s gains have outpaced the S&amp;P 500’s by so much recently that its total market cap is now the highest portion of the S&amp;P 500’s total value since August 2020. That, of course, was just before the Big Tech stocks all experienced corrections, or declines of at least 10%.</p><p><blockquote>另一项指标也暗示，大型科技公司的最佳表现可能已经结束。该集团的涨幅最近远远超过了标普500，其总市值目前是自2020年8月以来标普500总价值的最高部分。当然，那是在大型科技股全部经历调整或下跌至少10%之前。</blockquote></p><p> Before that, the last time Big Tech was so large compared to the broader market was in 2000, before the dotcom bubble burst.</p><p><blockquote>在此之前，大型科技公司上一次与大盘相比规模如此之大是在2000年，当时互联网泡沫破裂之前。</blockquote></p><p> A poor performance by Big Tech could drag the S&amp;P 500 down. The index is weighted according to market cap, so when the biggest stocks fall, it makes more of a difference than when smaller companies decline. If the S&amp;P 500 is to post solid gains from here, it will need the help of stocks outside of Big Tech.</p><p><blockquote>大型科技公司的糟糕表现可能会拖累标普500。该指数根据市值加权，因此当最大的股票下跌时，比小公司下跌时产生的影响更大。如果标普500要从这里实现稳健上涨，它将需要大型科技股以外的股票的帮助。</blockquote></p><p> That is also far from a certainty. The percentage of New York Stock Exchange-listed stocks that are trading above their 200-day moving averages was just under 50% as of Monday, compared with close to 100% during the best times, according to Morgan Stanley. If so many stocks keep trading at such low prices, the S&amp;P 500 should fall about 8% from its current level, the bank’s data show.</p><p><blockquote>这也远非板上钉钉。摩根士丹利的数据显示，截至周一，纽约证券交易所上市股票交易价格高于200日移动均线的比例略低于50%，而在最好时期，这一比例接近100%。该银行的数据显示，如果如此多的股票继续以如此低的价格交易，标普500应该会从目前的水平下跌约8%。</blockquote></p><p> One positive is that the S&amp;P 500 has risen about 4% in the four trading days since the low of its recent pullback. This week, the vast majority of stocks on the index have participated in the rally.</p><p><blockquote>一个利好是，自近期回调低点以来，标普500在四个交易日内上涨了约4%。本周，指数上绝大多数个股都参与了涨势。</blockquote></p><p> That is a good sign, but investors will need to see the index stage a broad rally for longer in order to have confidence in the gains.</p><p><blockquote>这是一个好迹象，但投资者需要看到该指数在更长时间内出现广泛反弹，才能对涨幅充满信心。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Pain Isn’t Over for Big Tech Stocks. That’s Bad for the S&P 500.<blockquote>大型科技股的痛苦还没有结束。这对标普500不利。</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\">\nThe Pain Isn’t Over for Big Tech Stocks. That’s Bad for the S&P 500.<blockquote>大型科技股的痛苦还没有结束。这对标普500不利。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-08 15:26</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Don’t be fooled by Big Tech stocks’ rise. There could be more pain, spelling additional trouble for the&nbsp;S&amp;P 500.</p><p><blockquote>不要被大型科技股的上涨所迷惑。可能会有更多的痛苦，给标准普尔500带来额外的麻烦。</blockquote></p><p> There’s no denying that these stocks are on the up again, for now.Apple&nbsp;(AAPL),Meta Platforms&nbsp;(FB),Amazon.com&nbsp;(AMZN),Netflix&nbsp;(NFLX),Alphabet&nbsp;(GOOGL),Microsoft&nbsp;(MSFT), and&nbsp;Tesla&nbsp;(TSLA) have all risen between 3% and 10% from the low points reached in their recent pullbacks. Stocks had been sliding from mid-November until late last week, as the Federal Reserve signaled that it might move sooner than planned to halt the bond purchases it has used to prop up the economy during the pandemic.</p><p><blockquote>不可否认，这些股票目前再次上涨。苹果(AAPL)、Meta Platforms(FB)、Amazon.com(AMZN)、Netflix(NFLX)、Alphabet()、GOOGL(MSFT)和微软(TSLA)均较近期回调中触及的低点上涨3%至10%。从11月中旬到上周晚些时候，股市一直在下滑，因为美联储暗示可能会比计划更早停止在疫情期间用于支撑经济的债券购买。</blockquote></p><p> Less money moving into long-dated Treasury bonds allows their prices to fall, all else being equal, pushing yields on the debt higher. Those higher interest rates reduce the current, discounted value of future profits—and investors in these tech giants are counting on big profits many years down the line.</p><p><blockquote>在其他条件相同的情况下，流入长期国债的资金减少会导致其价格下跌，从而推高债券收益率。这些较高的利率降低了未来利润的当前贴现价值——而这些科技巨头的投资者指望多年后获得巨额利润。</blockquote></p><p> But it’s far from certain that the pain for Big Tech stocks is over.</p><p><blockquote>但大型科技股的痛苦还远未确定是否已经结束。</blockquote></p><p> The Fed’s change in stance will make gains hard to come by for Big Tech stocks. Central banks effectively print money to buy bonds, so the more they purchase,, the bigger their balance sheets become. Less bond buying means slower balance-sheet growth, which makes a difference for Big Tech stocks, according to Bank of America.</p><p><blockquote>美联储立场的转变将使大型科技股难以上涨。央行实际上是印钞来购买债券，所以他们购买的越多，他们的资产负债表就越大。美国银行表示，债券购买减少意味着资产负债表增长放缓，这对大型科技股产生了影响。</blockquote></p><p> Its data show a close correlation between the size of central-bank balance sheets and Big Tech valuations. And the aggregate size of the balance sheets of the Fed, the European Central Bank, the Bank of Japan, and the Bank of England has flattened out at about $25 trillion, while the market capitalization of the Big Tech stocks has continued to rise.</p><p><blockquote>其数据显示，央行资产负债表规模与大型科技公司估值之间存在密切相关性。美联储、欧洲央行、日本央行和英国央行的资产负债表总规模已持平于25万亿美元左右，而大型科技股的市值则持续上升。</blockquote></p><p> The problem is that based on history, a central-bank balance sheet of about $25 trillion implies an the aggregate market capitalization for those Big Tech stocks of around $9 trillion, according to Bank of America’s data. That would mean a decline of about 20% from the current $11.3 trillion.</p><p><blockquote>问题在于，根据美国银行的数据，根据历史，央行约25万亿美元的资产负债表意味着这些大型科技股的总市值约为9万亿美元。这意味着比目前的11.3万亿美元下降约20%。</blockquote></p><p> A separate indicator also hints that the best of Big Tech’s outperformance may be over. The group’s gains have outpaced the S&amp;P 500’s by so much recently that its total market cap is now the highest portion of the S&amp;P 500’s total value since August 2020. That, of course, was just before the Big Tech stocks all experienced corrections, or declines of at least 10%.</p><p><blockquote>另一项指标也暗示，大型科技公司的最佳表现可能已经结束。该集团的涨幅最近远远超过了标普500，其总市值目前是自2020年8月以来标普500总价值的最高部分。当然，那是在大型科技股全部经历调整或下跌至少10%之前。</blockquote></p><p> Before that, the last time Big Tech was so large compared to the broader market was in 2000, before the dotcom bubble burst.</p><p><blockquote>在此之前，大型科技公司上一次与大盘相比规模如此之大是在2000年，当时互联网泡沫破裂之前。</blockquote></p><p> A poor performance by Big Tech could drag the S&amp;P 500 down. The index is weighted according to market cap, so when the biggest stocks fall, it makes more of a difference than when smaller companies decline. If the S&amp;P 500 is to post solid gains from here, it will need the help of stocks outside of Big Tech.</p><p><blockquote>大型科技公司的糟糕表现可能会拖累标普500。该指数根据市值加权，因此当最大的股票下跌时，比小公司下跌时产生的影响更大。如果标普500要从这里实现稳健上涨，它将需要大型科技股以外的股票的帮助。</blockquote></p><p> That is also far from a certainty. The percentage of New York Stock Exchange-listed stocks that are trading above their 200-day moving averages was just under 50% as of Monday, compared with close to 100% during the best times, according to Morgan Stanley. If so many stocks keep trading at such low prices, the S&amp;P 500 should fall about 8% from its current level, the bank’s data show.</p><p><blockquote>这也远非板上钉钉。摩根士丹利的数据显示，截至周一，纽约证券交易所上市股票交易价格高于200日移动均线的比例略低于50%，而在最好时期，这一比例接近100%。该银行的数据显示，如果如此多的股票继续以如此低的价格交易，标普500应该会从目前的水平下跌约8%。</blockquote></p><p> One positive is that the S&amp;P 500 has risen about 4% in the four trading days since the low of its recent pullback. This week, the vast majority of stocks on the index have participated in the rally.</p><p><blockquote>一个利好是，自近期回调低点以来，标普500在四个交易日内上涨了约4%。本周，指数上绝大多数个股都参与了涨势。</blockquote></p><p> That is a good sign, but investors will need to see the index stage a broad rally for longer in order to have confidence in the gains.</p><p><blockquote>这是一个好迹象，但投资者需要看到该指数在更长时间内出现广泛反弹，才能对涨幅充满信心。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/big-tech-pain-stock-market-sp500-51638909682?mod=hp_LEADSUPP_2\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A",".SPX":"S&P 500 Index","AAPL":"苹果","AMZN":"亚马逊","MSFT":"微软",".IXIC":"NASDAQ Composite",".DJI":"道琼斯","FB":"ProShares S&P 500 Dynamic Buffer ETF","TSLA":"特斯拉","NFLX":"奈飞"},"source_url":"https://www.barrons.com/articles/big-tech-pain-stock-market-sp500-51638909682?mod=hp_LEADSUPP_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119697932","content_text":"Don’t be fooled by Big Tech stocks’ rise. There could be more pain, spelling additional trouble for the S&P 500.\nThere’s no denying that these stocks are on the up again, for now.Apple (AAPL),Meta Platforms (FB),Amazon.com (AMZN),Netflix (NFLX),Alphabet (GOOGL),Microsoft (MSFT), and Tesla (TSLA) have all risen between 3% and 10% from the low points reached in their recent pullbacks. Stocks had been sliding from mid-November until late last week, as the Federal Reserve signaled that it might move sooner than planned to halt the bond purchases it has used to prop up the economy during the pandemic.\nLess money moving into long-dated Treasury bonds allows their prices to fall, all else being equal, pushing yields on the debt higher. Those higher interest rates reduce the current, discounted value of future profits—and investors in these tech giants are counting on big profits many years down the line.\nBut it’s far from certain that the pain for Big Tech stocks is over.\nThe Fed’s change in stance will make gains hard to come by for Big Tech stocks. Central banks effectively print money to buy bonds, so the more they purchase,, the bigger their balance sheets become. Less bond buying means slower balance-sheet growth, which makes a difference for Big Tech stocks, according to Bank of America.\nIts data show a close correlation between the size of central-bank balance sheets and Big Tech valuations. And the aggregate size of the balance sheets of the Fed, the European Central Bank, the Bank of Japan, and the Bank of England has flattened out at about $25 trillion, while the market capitalization of the Big Tech stocks has continued to rise.\nThe problem is that based on history, a central-bank balance sheet of about $25 trillion implies an the aggregate market capitalization for those Big Tech stocks of around $9 trillion, according to Bank of America’s data. That would mean a decline of about 20% from the current $11.3 trillion.\nA separate indicator also hints that the best of Big Tech’s outperformance may be over. The group’s gains have outpaced the S&P 500’s by so much recently that its total market cap is now the highest portion of the S&P 500’s total value since August 2020. That, of course, was just before the Big Tech stocks all experienced corrections, or declines of at least 10%.\nBefore that, the last time Big Tech was so large compared to the broader market was in 2000, before the dotcom bubble burst.\nA poor performance by Big Tech could drag the S&P 500 down. The index is weighted according to market cap, so when the biggest stocks fall, it makes more of a difference than when smaller companies decline. If the S&P 500 is to post solid gains from here, it will need the help of stocks outside of Big Tech.\nThat is also far from a certainty. The percentage of New York Stock Exchange-listed stocks that are trading above their 200-day moving averages was just under 50% as of Monday, compared with close to 100% during the best times, according to Morgan Stanley. If so many stocks keep trading at such low prices, the S&P 500 should fall about 8% from its current level, the bank’s data show.\nOne positive is that the S&P 500 has risen about 4% in the four trading days since the low of its recent pullback. This week, the vast majority of stocks on the index have participated in the rally.\nThat is a good sign, but investors will need to see the index stage a broad rally for longer in order to have confidence in the gains.","news_type":1,"symbols_score_info":{"GOOGL":0.9,"TSLA":0.9,"AMZN":0.9,"FB":0.9,".DJI":0.9,"MSFT":0.9,".SPX":0.9,"NFLX":0.9,"AAPL":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602031018,"gmtCreate":1638937435370,"gmtModify":1638937739841,"author":{"id":"3582064888282026","authorId":"3582064888282026","name":"OpenMind","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582064888282026","idStr":"3582064888282026"},"themes":[],"htmlText":"End of the day, even if it earns, but earns less, it only means that growth is slower. On the flip side, it’s to say that it’s still stable compared to newer companies without substantial products. While it might drop and be the next Nokia, that will happen if they are notdoing anything to refresh product life cycle or implement new products. Thus, becomingthe next Apple again….&nbsp;","listText":"End of the day, even if it earns, but earns less, it only means that growth is slower. On the flip side, it’s to say that it’s still stable compared to newer companies without substantial products. While it might drop and be the next Nokia, that will happen if they are notdoing anything to refresh product life cycle or implement new products. Thus, becomingthe next Apple again….&nbsp;","text":"End of the day, even if it earns, but earns less, it only means that growth is slower. On the flip side, it’s to say that it’s still stable compared to newer companies without substantial products. While it might drop and be the next Nokia, that will happen if they are notdoing anything to refresh product life cycle or implement new products. Thus, becomingthe next Apple again….","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602031018","repostId":"1105817084","repostType":4,"repost":{"id":"1105817084","kind":"news","pubTimestamp":1638933976,"share":"https://www.laohu8.com/m/news/1105817084?lang=zh_CN&edition=full","pubTime":"2021-12-08 11:26","market":"us","language":"en","title":"Apple Stock: What Happens When The Cash Runs Out?<blockquote>苹果股票：现金用完会发生什么？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1105817084","media":"TheStreet","summary":"Apple is about to run out of cash. This statement may sound lucrac is to most Apple stock  investors, since the Cupertino company has been a cash-generating machine in the past many years. But even the management team knows this to be true.Today, the Apple Maven talks about what has been happening to the iPhone maker’s once giant pile of cash, and what the declining balances may mean for shareholders.To be fair, “running out of cash” in this context does not mean that Apple’s checking accounts a","content":"<p>Apple is about to run out of cash. This statement may sound lucrac&nbsp;is to most Apple stock&nbsp;(<b>AAPL</b>)&nbsp;investors, since the Cupertino company has been a cash-generating machine in the past many years. But even the management team&nbsp;knows&nbsp;this to be true.</p><p><blockquote>苹果即将耗尽现金。对于大多数苹果股票来说，这种说法听起来可能是lucrac（<b>AAPL</b>）投资者，因为库比蒂诺公司在过去多年里一直是一台现金产生机。但即使是管理团队也知道这是真的。</blockquote></p><p> Today, the Apple Maven talks about what has been happening to the iPhone maker’s once giant pile of cash, and what the declining balances may mean for shareholders.</p><p><blockquote>今天，这位苹果专家谈论了这家iPhone制造商曾经庞大的现金储备发生了什么，以及余额下降对股东可能意味着什么。</blockquote></p><p> <b>Apple heading to net cash neutral</b></p><p><blockquote><b>苹果走向净现金中性</b></blockquote></p><p> To be fair, “running out of cash” in this context does not mean that Apple’s checking accounts at the bank will dry out. It simply means that the company’s debt balances will roughly offset its cash position — i.e. Apple will become net cash neutral.</p><p><blockquote>公平地说，在这种情况下“现金耗尽”并不意味着苹果在银行的支票账户将会枯竭。这仅仅意味着该公司的债务余额将大致抵消其现金状况，即苹果将成为净现金中性。</blockquote></p><p> The chart below shows the evolution of Apple’s gross cash (blue bars) and net cash (orange bars) balances since 2011. Ten years ago was when then-CEO Steve Jobs stepped down and turned the control of the company over to then-COO Tim Cook.</p><p><blockquote>下图显示了自2011年以来苹果总现金（蓝色条）和净现金（橙色条）余额的演变。十年前，时任首席执行官史蒂夫·乔布斯卸任，将公司控制权移交给时任首席运营官蒂姆·库克。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/435c5199979bc64d49899feed29d15fb\" tg-width=\"1200\" tg-height=\"723\" width=\"100%\" height=\"auto\"><span>Figure 2:Apple's cash position, fiscal 2012-2021.data from Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：苹果2012-2021财年的现金状况。数据来自Seeking Alpha</span></p></blockquote></p><p> Starting in 2012, Apple began issuing debt for the first time in its history. By 2017, the company boasted the largest gross and net-of-debt cash balances that it had ever seen in its books. But since then, both numbers have been dwindling. This year’s $72 billion in net cash is less than half the amount of about four years ago.</p><p><blockquote>从2012年开始，苹果历史上首次开始发债。到2017年，该公司拥有其账簿中有史以来最大的总现金余额和债务净额现金余额。但从那以后，这两个数字都在减少。今年720亿美元的净现金还不到大约四年前的一半。</blockquote></p><p> <b>What happens when cash runs out?</b></p><p><blockquote><b>现金用完会怎么样？</b></blockquote></p><p> The chart below shows that, prior to Tim Cook as CEO, Apple was very timid at deploying its cash reserves. While capex and dividend payments increased quickly (large M&amp;A has never been a thing for Apple), buybacks skyrocketed. Apple has spent more than three times as much in share repurchases since 2018 than it did in capex and dividends combined.</p><p><blockquote>下图显示，在蒂姆·库克担任首席执行官之前，苹果在部署现金储备方面非常谨慎。虽然资本支出和股息支付迅速增加（大型并购对苹果来说从来都不是一件事），但回购却飙升。自2018年以来，苹果在股票回购上的支出是资本支出和股息总和的三倍多。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e0ecee1dedf8551b616732dc7180c574\" tg-width=\"1200\" tg-height=\"694\" width=\"100%\" height=\"auto\"><span>Figure 3:Apple's cash deployment by major category.data from Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>图3：苹果按主要类别划分的现金部署。数据来自Seeking Alpha</span></p></blockquote></p><p> As Apple’s cash balance continues to dip, it is reasonable to expect the pace of share retirement to decline as well. This is true not only because of a leaner balance sheet, but because AAPL stock trades at a much richer price today — thus, it costs Apple more to buy back each share of its own equity.</p><p><blockquote>随着苹果的现金余额持续下降，有理由预计股票退出的速度也会下降。这不仅是因为资产负债表更加精简，还因为苹果公司股票如今的交易价格要高得多——因此，苹果回购每股自己股权的成本更高。</blockquote></p><p> Why is this relevant for investors? Over the past decade, Apple’s shares outstanding have declined by 10 billion units to 16.7 billion. Share count is the denominator in EPS (earnings per share) and EPS is the denominator in price-to-earnings. Therefore, buybacks alone have probably been responsible for a good chunk of Apple stock’s climb in the past several years.</p><p><blockquote>为什么这与投资者相关？过去十年，苹果的流通股减少了100亿股，至167亿股。股票数量是EPS（每股收益）的分母，EPS是市盈率的分母。因此，仅回购就可能是苹果股价过去几年上涨的很大一部分原因。</blockquote></p><p> At the current stock price of $165 apiece, Apple can afford to retire around 435 million more shares with its current net cash balance, or barely 3% of the float. After that point, the Cupertino company might need to scale back on repurchases or borrow in order to keep buying its stock.</p><p><blockquote>按照目前每股165美元的股价，苹果可以以其目前的净现金余额再出售约4.35亿股股票，仅占流通股的3%。此后，库比蒂诺公司可能需要缩减回购或借贷规模，以继续购买其股票。</blockquote></p><p> <b>Should investors worry?</b></p><p><blockquote><b>投资者应该担心吗？</b></blockquote></p><p> I think that Apple stock could suffer, at least from deteriorated investor sentiment, if or once it begins to slow down the pace of its share buyback efforts. However, I also believe that this is only one aspect of the investment thesis that people should consider.</p><p><blockquote>我认为，如果或一旦苹果开始放慢股票回购步伐，其股票可能会受到影响，至少是投资者情绪恶化。然而，我也认为，这只是人们应该考虑的投资论文的一个方面。</blockquote></p><p> I remain optimistic about Apple stock from a business fundamentals perspective. The Cupertino company seems to have found the sweet spot in demand for its products and services, which I believe bodes very well for AAPL in the foreseeable future.</p><p><blockquote>从商业基本面的角度来看，我对苹果股票保持乐观。这家库比蒂诺公司似乎已经找到了对其产品和服务需求的最佳点，我相信这在可预见的未来对苹果公司来说是个好兆头。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock: What Happens When The Cash Runs Out?<blockquote>苹果股票：现金用完会发生什么？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock: What Happens When The Cash Runs Out?<blockquote>苹果股票：现金用完会发生什么？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-12-08 11:26</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple is about to run out of cash. This statement may sound lucrac&nbsp;is to most Apple stock&nbsp;(<b>AAPL</b>)&nbsp;investors, since the Cupertino company has been a cash-generating machine in the past many years. But even the management team&nbsp;knows&nbsp;this to be true.</p><p><blockquote>苹果即将耗尽现金。对于大多数苹果股票来说，这种说法听起来可能是lucrac（<b>AAPL</b>）投资者，因为库比蒂诺公司在过去多年里一直是一台现金产生机。但即使是管理团队也知道这是真的。</blockquote></p><p> Today, the Apple Maven talks about what has been happening to the iPhone maker’s once giant pile of cash, and what the declining balances may mean for shareholders.</p><p><blockquote>今天，这位苹果专家谈论了这家iPhone制造商曾经庞大的现金储备发生了什么，以及余额下降对股东可能意味着什么。</blockquote></p><p> <b>Apple heading to net cash neutral</b></p><p><blockquote><b>苹果走向净现金中性</b></blockquote></p><p> To be fair, “running out of cash” in this context does not mean that Apple’s checking accounts at the bank will dry out. It simply means that the company’s debt balances will roughly offset its cash position — i.e. Apple will become net cash neutral.</p><p><blockquote>公平地说，在这种情况下“现金耗尽”并不意味着苹果在银行的支票账户将会枯竭。这仅仅意味着该公司的债务余额将大致抵消其现金状况，即苹果将成为净现金中性。</blockquote></p><p> The chart below shows the evolution of Apple’s gross cash (blue bars) and net cash (orange bars) balances since 2011. Ten years ago was when then-CEO Steve Jobs stepped down and turned the control of the company over to then-COO Tim Cook.</p><p><blockquote>下图显示了自2011年以来苹果总现金（蓝色条）和净现金（橙色条）余额的演变。十年前，时任首席执行官史蒂夫·乔布斯卸任，将公司控制权移交给时任首席运营官蒂姆·库克。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/435c5199979bc64d49899feed29d15fb\" tg-width=\"1200\" tg-height=\"723\" width=\"100%\" height=\"auto\"><span>Figure 2:Apple's cash position, fiscal 2012-2021.data from Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：苹果2012-2021财年的现金状况。数据来自Seeking Alpha</span></p></blockquote></p><p> Starting in 2012, Apple began issuing debt for the first time in its history. By 2017, the company boasted the largest gross and net-of-debt cash balances that it had ever seen in its books. But since then, both numbers have been dwindling. This year’s $72 billion in net cash is less than half the amount of about four years ago.</p><p><blockquote>从2012年开始，苹果历史上首次开始发债。到2017年，该公司拥有其账簿中有史以来最大的总现金余额和债务净额现金余额。但从那以后，这两个数字都在减少。今年720亿美元的净现金还不到大约四年前的一半。</blockquote></p><p> <b>What happens when cash runs out?</b></p><p><blockquote><b>现金用完会怎么样？</b></blockquote></p><p> The chart below shows that, prior to Tim Cook as CEO, Apple was very timid at deploying its cash reserves. While capex and dividend payments increased quickly (large M&amp;A has never been a thing for Apple), buybacks skyrocketed. Apple has spent more than three times as much in share repurchases since 2018 than it did in capex and dividends combined.</p><p><blockquote>下图显示，在蒂姆·库克担任首席执行官之前，苹果在部署现金储备方面非常谨慎。虽然资本支出和股息支付迅速增加（大型并购对苹果来说从来都不是一件事），但回购却飙升。自2018年以来，苹果在股票回购上的支出是资本支出和股息总和的三倍多。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e0ecee1dedf8551b616732dc7180c574\" tg-width=\"1200\" tg-height=\"694\" width=\"100%\" height=\"auto\"><span>Figure 3:Apple's cash deployment by major category.data from Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>图3：苹果按主要类别划分的现金部署。数据来自Seeking Alpha</span></p></blockquote></p><p> As Apple’s cash balance continues to dip, it is reasonable to expect the pace of share retirement to decline as well. This is true not only because of a leaner balance sheet, but because AAPL stock trades at a much richer price today — thus, it costs Apple more to buy back each share of its own equity.</p><p><blockquote>随着苹果的现金余额持续下降，有理由预计股票退出的速度也会下降。这不仅是因为资产负债表更加精简，还因为苹果公司股票如今的交易价格要高得多——因此，苹果回购每股自己股权的成本更高。</blockquote></p><p> Why is this relevant for investors? Over the past decade, Apple’s shares outstanding have declined by 10 billion units to 16.7 billion. Share count is the denominator in EPS (earnings per share) and EPS is the denominator in price-to-earnings. Therefore, buybacks alone have probably been responsible for a good chunk of Apple stock’s climb in the past several years.</p><p><blockquote>为什么这与投资者相关？过去十年，苹果的流通股减少了100亿股，至167亿股。股票数量是EPS（每股收益）的分母，EPS是市盈率的分母。因此，仅回购就可能是苹果股价过去几年上涨的很大一部分原因。</blockquote></p><p> At the current stock price of $165 apiece, Apple can afford to retire around 435 million more shares with its current net cash balance, or barely 3% of the float. After that point, the Cupertino company might need to scale back on repurchases or borrow in order to keep buying its stock.</p><p><blockquote>按照目前每股165美元的股价，苹果可以以其目前的净现金余额再出售约4.35亿股股票，仅占流通股的3%。此后，库比蒂诺公司可能需要缩减回购或借贷规模，以继续购买其股票。</blockquote></p><p> <b>Should investors worry?</b></p><p><blockquote><b>投资者应该担心吗？</b></blockquote></p><p> I think that Apple stock could suffer, at least from deteriorated investor sentiment, if or once it begins to slow down the pace of its share buyback efforts. However, I also believe that this is only one aspect of the investment thesis that people should consider.</p><p><blockquote>我认为，如果或一旦苹果开始放慢股票回购步伐，其股票可能会受到影响，至少是投资者情绪恶化。然而，我也认为，这只是人们应该考虑的投资论文的一个方面。</blockquote></p><p> I remain optimistic about Apple stock from a business fundamentals perspective. The Cupertino company seems to have found the sweet spot in demand for its products and services, which I believe bodes very well for AAPL in the foreseeable future.</p><p><blockquote>从商业基本面的角度来看，我对苹果股票保持乐观。这家库比蒂诺公司似乎已经找到了对其产品和服务需求的最佳点，我相信这在可预见的未来对苹果公司来说是个好兆头。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/apple/stock/apple-stock-what-happens-when-the-cash-runs-out\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/stock/apple-stock-what-happens-when-the-cash-runs-out","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105817084","content_text":"Apple is about to run out of cash. This statement may sound lucrac is to most Apple stock (AAPL) investors, since the Cupertino company has been a cash-generating machine in the past many years. But even the management team knows this to be true.\nToday, the Apple Maven talks about what has been happening to the iPhone maker’s once giant pile of cash, and what the declining balances may mean for shareholders.\nApple heading to net cash neutral\nTo be fair, “running out of cash” in this context does not mean that Apple’s checking accounts at the bank will dry out. It simply means that the company’s debt balances will roughly offset its cash position — i.e. Apple will become net cash neutral.\nThe chart below shows the evolution of Apple’s gross cash (blue bars) and net cash (orange bars) balances since 2011. Ten years ago was when then-CEO Steve Jobs stepped down and turned the control of the company over to then-COO Tim Cook.\nFigure 2:Apple's cash position, fiscal 2012-2021.data from Seeking Alpha\nStarting in 2012, Apple began issuing debt for the first time in its history. By 2017, the company boasted the largest gross and net-of-debt cash balances that it had ever seen in its books. But since then, both numbers have been dwindling. This year’s $72 billion in net cash is less than half the amount of about four years ago.\nWhat happens when cash runs out?\nThe chart below shows that, prior to Tim Cook as CEO, Apple was very timid at deploying its cash reserves. While capex and dividend payments increased quickly (large M&A has never been a thing for Apple), buybacks skyrocketed. Apple has spent more than three times as much in share repurchases since 2018 than it did in capex and dividends combined.\nFigure 3:Apple's cash deployment by major category.data from Seeking Alpha\nAs Apple’s cash balance continues to dip, it is reasonable to expect the pace of share retirement to decline as well. This is true not only because of a leaner balance sheet, but because AAPL stock trades at a much richer price today — thus, it costs Apple more to buy back each share of its own equity.\nWhy is this relevant for investors? Over the past decade, Apple’s shares outstanding have declined by 10 billion units to 16.7 billion. Share count is the denominator in EPS (earnings per share) and EPS is the denominator in price-to-earnings. Therefore, buybacks alone have probably been responsible for a good chunk of Apple stock’s climb in the past several years.\nAt the current stock price of $165 apiece, Apple can afford to retire around 435 million more shares with its current net cash balance, or barely 3% of the float. After that point, the Cupertino company might need to scale back on repurchases or borrow in order to keep buying its stock.\nShould investors worry?\nI think that Apple stock could suffer, at least from deteriorated investor sentiment, if or once it begins to slow down the pace of its share buyback efforts. However, I also believe that this is only one aspect of the investment thesis that people should consider.\nI remain optimistic about Apple stock from a business fundamentals perspective. The Cupertino company seems to have found the sweet spot in demand for its products and services, which I believe bodes very well for AAPL in the foreseeable future.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606658935,"gmtCreate":1638876135160,"gmtModify":1638876152040,"author":{"id":"3582064888282026","authorId":"3582064888282026","name":"OpenMind","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582064888282026","idStr":"3582064888282026"},"themes":[],"htmlText":"see what thsese analyst do? when the price go too high, they say its too high, now you haven see the product, you increase the valuation...","listText":"see what thsese analyst do? when the price go too high, they say its too high, now you haven see the product, you increase the valuation...","text":"see what thsese analyst do? when the price go too high, they say its too high, now you haven see the product, you increase the valuation...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606658935","repostId":"1102192068","repostType":2,"isVote":1,"tweetType":1,"viewCount":711,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608905410,"gmtCreate":1638589678752,"gmtModify":1638599063400,"author":{"id":"3582064888282026","authorId":"3582064888282026","name":"OpenMind","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582064888282026","idStr":"3582064888282026"},"themes":[],"htmlText":"1 earning season match back to amd n nvidia… something is wrong… they took so many years to do something good and can’t even withstand a tiny shake… got to rethink ….&nbsp;","listText":"1 earning season match back to amd n nvidia… something is wrong… they took so many years to do something good and can’t even withstand a tiny shake… got to rethink ….&nbsp;","text":"1 earning season match back to amd n nvidia… something is wrong… they took so many years to do something good and can’t even withstand a tiny shake… got to rethink ….","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/608905410","repostId":"2188787815","repostType":4,"isVote":1,"tweetType":1,"viewCount":1149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608905860,"gmtCreate":1638589569378,"gmtModify":1638589569378,"author":{"id":"3582064888282026","authorId":"3582064888282026","name":"OpenMind","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582064888282026","idStr":"3582064888282026"},"themes":[],"htmlText":"All these news are working as if the jobs report is good, Fed will not taper…. The companies have long time priced in all these tapering effect. Do you think, such&nbsp;big cap companies, in macrosetting react on the spot?&nbsp;","listText":"All these news are working as if the jobs report is good, Fed will not taper…. The companies have long time priced in all these tapering effect. Do you think, such&nbsp;big cap companies, in macrosetting react on the spot?&nbsp;","text":"All these news are working as if the jobs report is good, Fed will not taper…. The companies have long time priced in all these tapering effect. Do you think, such big cap companies, in macrosetting react on the spot?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608905860","repostId":"2188853578","repostType":4,"isVote":1,"tweetType":1,"viewCount":1363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601006842,"gmtCreate":1638457380583,"gmtModify":1638457380685,"author":{"id":"3582064888282026","authorId":"3582064888282026","name":"OpenMind","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582064888282026","idStr":"3582064888282026"},"themes":[],"htmlText":"Agree","listText":"Agree","text":"Agree","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601006842","repostId":"2188159513","repostType":4,"repost":{"id":"2188159513","kind":"highlight","pubTimestamp":1638451583,"share":"https://www.laohu8.com/m/news/2188159513?lang=zh_CN&edition=full","pubTime":"2021-12-02 21:26","market":"us","language":"en","title":"The omicron panic is overdone. Buy the dips in these stocks, says JPMorgan.<blockquote>奥密克戎恐慌过度了。摩根大通表示，逢低买入这些股票。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2188159513","media":"MarketWatch","summary":"Stock futures are pointing to a rebound, after reports of the first U.S. omicron coronavirus case cl","content":"<p> Stock futures are pointing to a rebound, after reports of the first U.S. omicron coronavirus case clobbered Wall Street in a wild day of trading.</p><p><blockquote>在美国首例奥密克戎冠状病毒病例的报道在疯狂的交易日中重创华尔街后，股指期货有望反弹。</blockquote></p><p> For our <b>call of the day</b>, we’re back at the JPMorgan house, which suggested markets have been overreacting to the new variant. “What if ‘nu’ variant omicron ends up as positive for risk?” strategists asked, concluding that investors should be buying market dips among some key stocks. Note JPM recently released a fairly bullish outlook for stocks in 2022.</p><p><blockquote>对于我们的<b>今日看涨期权</b>，我们回到了摩根大通的房子，这表明市场对新变种反应过度。“如果‘nu’变种奥密克戎最终风险呈阳性怎么办？”策略师问道，并得出结论，投资者应该在市场低点买入一些关键股票。请注意，摩根大通最近发布了对2022年股市相当乐观的展望。</blockquote></p><p> “Over the last several days markets have been in turmoil over the new COVID variant omicron. However, data on omicron is sparse, information contradictory, and some media has been exaggerating risks and highlighting worst case scenarios,” chief global strategist Marko Kolanovic and quant strategist Bram Kaplan wrote in a note to clients.</p><p><blockquote>首席全球策略师Marko Kolanovic和量化策略师Bram Kaplan在给客户的一份报告中写道：“过去几天，市场因新的COVID变种奥密克戎而陷入混乱。然而，奥密克戎上的数据稀少，信息相互矛盾，一些媒体一直在夸大风险并强调最坏的情况。”</blockquote></p><p> They pointed fingers at a “media blitz” on Thanksgiving evening, one of the lowest market liquidity points in a year, that sent growth-sensitive assets crashing. They took issue with a selloff sparked by Moderna’s CEO, who dashed hopes that current vaccines will work against omicron. They argued his comments have been “invalidated by reports from Pfizer, Oxford, the WHO and the Israeli Health Ministry.”</p><p><blockquote>他们将矛头指向感恩节晚上的“媒体闪电战”，这是一年来市场流动性最低点之一，导致对增长敏感的资产崩溃。他们对Moderna首席执行官引发的抛售提出异议，后者粉碎了当前疫苗对奥密克戎病毒有效的希望。他们认为，他的言论“被辉瑞、牛津、世界卫生组织和以色列卫生部的报告无效”。</blockquote></p><p> Kolanovic and Kaplan said their clients are less worried about the variant and more about flight restrictions, which have included barring South African flights, but not European ones, where cases have also been spotted.</p><p><blockquote>科拉诺维奇和卡普兰表示，他们的客户不太担心这种变种，更担心航班限制，其中包括禁止南非航班，但不包括欧洲航班，欧洲航班也发现了病例。</blockquote></p><p> They described assessments of omicron’s potential transmissibility as confusing at best. “In simple terms, when older variants are spreading via breakthrough infections, new variants will always appear to be significantly more transmissible than older ones.” They backed this up with a tweet by biomathemetician Gabriela Gomes.</p><p><blockquote>他们称对奥密克戎潜在传播性的评估充其量是令人困惑的。“简单来说，当旧变种通过突破性感染传播时，新变种似乎总是比旧变种更具传染性。”他们用生物数学家加布里埃拉·戈麦斯的一条推文支持了这一点。</blockquote></p><p> Early reports suggest it may be less deadly, and if confirmed in coming weeks, that could turn omicron into a positive for markets, said the pair. Kolanovic and Kaplan raised the possibility that a less severe and more contagious variant may crowd out more severe variants, potentially speeding up the end of the pandemic and turning it into more of a seasonal flu. That’s amid vaccines and a growing list of treatments to tackle COVID, said the strategists.</p><p><blockquote>两人表示，早期报告表明，这种情况可能不那么致命，如果在未来几周内得到证实，这可能会使奥密克戎对市场产生积极影响。科拉诺维奇和卡普兰提出了一种可能性，即一种不太严重、传染性更强的变种可能会挤出更严重的变种，这可能会加速大流行的结束，并使其更像是一种季节性流感。策略师们表示，这是在疫苗和越来越多的治疗方法来应对新冠病毒的情况下发生的。</blockquote></p><p> “If the market were to anticipate that scenario — omicron could be a catalyst for steepening (not flattening) the yield curve, rotation from growth to value, selloff in COVID and lockdown beneficiaries and rally in reopening themes,” said the team.</p><p><blockquote>该团队表示：“如果市场预见到这种情况，奥密克戎可能会成为收益率曲线陡峭（而不是平坦）、从增长到价值的轮换、新冠疫情和封锁受益者的抛售以及重新开放主题的反弹的催化剂。”</blockquote></p><p> “Also, if that scenario were to happen, instead of skipping two letters and naming it omicron, the WHO could have skipped all the way to omega. As such, we view the recent selloff in these segments as an opportunity to buy the dip in cyclicals, commodities and reopening themes, and to position for higher bond yields and steepening,” said the bank’s strategists.</p><p><blockquote>“此外，如果这种情况发生，世卫组织可能会跳过两个字母并将其命名为奥密克戎，而不是跳过两个字母并将其命名为欧米茄。因此，我们将这些细分市场最近的抛售视为逢低买入的机会。周期性、大宗商品和重新开放主题，并为更高的债券收益率和陡峭化做好准备，”该银行策略师表示。</blockquote></p><p> Here’s hoping they’re right.</p><p><blockquote>希望他们是对的。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The omicron panic is overdone. Buy the dips in these stocks, says JPMorgan.<blockquote>奥密克戎恐慌过度了。摩根大通表示，逢低买入这些股票。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe omicron panic is overdone. Buy the dips in these stocks, says JPMorgan.<blockquote>奥密克戎恐慌过度了。摩根大通表示，逢低买入这些股票。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-12-02 21:26</span>\n</p>\n</h4>\n</header>\n<article>\n<p> Stock futures are pointing to a rebound, after reports of the first U.S. omicron coronavirus case clobbered Wall Street in a wild day of trading.</p><p><blockquote>在美国首例奥密克戎冠状病毒病例的报道在疯狂的交易日中重创华尔街后，股指期货有望反弹。</blockquote></p><p> For our <b>call of the day</b>, we’re back at the JPMorgan house, which suggested markets have been overreacting to the new variant. “What if ‘nu’ variant omicron ends up as positive for risk?” strategists asked, concluding that investors should be buying market dips among some key stocks. Note JPM recently released a fairly bullish outlook for stocks in 2022.</p><p><blockquote>对于我们的<b>今日看涨期权</b>，我们回到了摩根大通的房子，这表明市场对新变种反应过度。“如果‘nu’变种奥密克戎最终风险呈阳性怎么办？”策略师问道，并得出结论，投资者应该在市场低点买入一些关键股票。请注意，摩根大通最近发布了对2022年股市相当乐观的展望。</blockquote></p><p> “Over the last several days markets have been in turmoil over the new COVID variant omicron. However, data on omicron is sparse, information contradictory, and some media has been exaggerating risks and highlighting worst case scenarios,” chief global strategist Marko Kolanovic and quant strategist Bram Kaplan wrote in a note to clients.</p><p><blockquote>首席全球策略师Marko Kolanovic和量化策略师Bram Kaplan在给客户的一份报告中写道：“过去几天，市场因新的COVID变种奥密克戎而陷入混乱。然而，奥密克戎上的数据稀少，信息相互矛盾，一些媒体一直在夸大风险并强调最坏的情况。”</blockquote></p><p> They pointed fingers at a “media blitz” on Thanksgiving evening, one of the lowest market liquidity points in a year, that sent growth-sensitive assets crashing. They took issue with a selloff sparked by Moderna’s CEO, who dashed hopes that current vaccines will work against omicron. They argued his comments have been “invalidated by reports from Pfizer, Oxford, the WHO and the Israeli Health Ministry.”</p><p><blockquote>他们将矛头指向感恩节晚上的“媒体闪电战”，这是一年来市场流动性最低点之一，导致对增长敏感的资产崩溃。他们对Moderna首席执行官引发的抛售提出异议，后者粉碎了当前疫苗对奥密克戎病毒有效的希望。他们认为，他的言论“被辉瑞、牛津、世界卫生组织和以色列卫生部的报告无效”。</blockquote></p><p> Kolanovic and Kaplan said their clients are less worried about the variant and more about flight restrictions, which have included barring South African flights, but not European ones, where cases have also been spotted.</p><p><blockquote>科拉诺维奇和卡普兰表示，他们的客户不太担心这种变种，更担心航班限制，其中包括禁止南非航班，但不包括欧洲航班，欧洲航班也发现了病例。</blockquote></p><p> They described assessments of omicron’s potential transmissibility as confusing at best. “In simple terms, when older variants are spreading via breakthrough infections, new variants will always appear to be significantly more transmissible than older ones.” They backed this up with a tweet by biomathemetician Gabriela Gomes.</p><p><blockquote>他们称对奥密克戎潜在传播性的评估充其量是令人困惑的。“简单来说，当旧变种通过突破性感染传播时，新变种似乎总是比旧变种更具传染性。”他们用生物数学家加布里埃拉·戈麦斯的一条推文支持了这一点。</blockquote></p><p> Early reports suggest it may be less deadly, and if confirmed in coming weeks, that could turn omicron into a positive for markets, said the pair. Kolanovic and Kaplan raised the possibility that a less severe and more contagious variant may crowd out more severe variants, potentially speeding up the end of the pandemic and turning it into more of a seasonal flu. That’s amid vaccines and a growing list of treatments to tackle COVID, said the strategists.</p><p><blockquote>两人表示，早期报告表明，这种情况可能不那么致命，如果在未来几周内得到证实，这可能会使奥密克戎对市场产生积极影响。科拉诺维奇和卡普兰提出了一种可能性，即一种不太严重、传染性更强的变种可能会挤出更严重的变种，这可能会加速大流行的结束，并使其更像是一种季节性流感。策略师们表示，这是在疫苗和越来越多的治疗方法来应对新冠病毒的情况下发生的。</blockquote></p><p> “If the market were to anticipate that scenario — omicron could be a catalyst for steepening (not flattening) the yield curve, rotation from growth to value, selloff in COVID and lockdown beneficiaries and rally in reopening themes,” said the team.</p><p><blockquote>该团队表示：“如果市场预见到这种情况，奥密克戎可能会成为收益率曲线陡峭（而不是平坦）、从增长到价值的轮换、新冠疫情和封锁受益者的抛售以及重新开放主题的反弹的催化剂。”</blockquote></p><p> “Also, if that scenario were to happen, instead of skipping two letters and naming it omicron, the WHO could have skipped all the way to omega. As such, we view the recent selloff in these segments as an opportunity to buy the dip in cyclicals, commodities and reopening themes, and to position for higher bond yields and steepening,” said the bank’s strategists.</p><p><blockquote>“此外，如果这种情况发生，世卫组织可能会跳过两个字母并将其命名为奥密克戎，而不是跳过两个字母并将其命名为欧米茄。因此，我们将这些细分市场最近的抛售视为逢低买入的机会。周期性、大宗商品和重新开放主题，并为更高的债券收益率和陡峭化做好准备，”该银行策略师表示。</blockquote></p><p> Here’s hoping they’re right.</p><p><blockquote>希望他们是对的。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/the-omicron-panic-is-overdone-buy-the-dips-in-these-stocks-says-jpmorgan-11638447971?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","GME":"游戏驿站","BK4076":"电脑与电子产品零售","BK4566":"资本集团","BK4547":"WSB热门概念","BK4505":"高瓴资本持仓","BK4515":"5G概念","BK4504":"桥水持仓","BK4559":"巴菲特持仓","BK4099":"汽车制造商","BK4550":"红杉资本持仓","BK4507":"流媒体概念","AAPL":"苹果","TSLA":"特斯拉","BK4548":"巴美列捷福持仓","BK4170":"电脑硬件、储存设备及电脑周边","BK4551":"寇图资本持仓","BK4155":"大卖场与超市","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4501":"段永平概念","BK4527":"明星科技股","BK4553":"喜马拉雅资本持仓","WMT":"沃尔玛"},"source_url":"https://www.marketwatch.com/story/the-omicron-panic-is-overdone-buy-the-dips-in-these-stocks-says-jpmorgan-11638447971?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2188159513","content_text":"Stock futures are pointing to a rebound, after reports of the first U.S. omicron coronavirus case clobbered Wall Street in a wild day of trading.\nFor our call of the day, we’re back at the JPMorgan house, which suggested markets have been overreacting to the new variant. “What if ‘nu’ variant omicron ends up as positive for risk?” strategists asked, concluding that investors should be buying market dips among some key stocks. Note JPM recently released a fairly bullish outlook for stocks in 2022.\n“Over the last several days markets have been in turmoil over the new COVID variant omicron. However, data on omicron is sparse, information contradictory, and some media has been exaggerating risks and highlighting worst case scenarios,” chief global strategist Marko Kolanovic and quant strategist Bram Kaplan wrote in a note to clients.\nThey pointed fingers at a “media blitz” on Thanksgiving evening, one of the lowest market liquidity points in a year, that sent growth-sensitive assets crashing. They took issue with a selloff sparked by Moderna’s CEO, who dashed hopes that current vaccines will work against omicron. They argued his comments have been “invalidated by reports from Pfizer, Oxford, the WHO and the Israeli Health Ministry.”\nKolanovic and Kaplan said their clients are less worried about the variant and more about flight restrictions, which have included barring South African flights, but not European ones, where cases have also been spotted.\nThey described assessments of omicron’s potential transmissibility as confusing at best. “In simple terms, when older variants are spreading via breakthrough infections, new variants will always appear to be significantly more transmissible than older ones.” They backed this up with a tweet by biomathemetician Gabriela Gomes.\nEarly reports suggest it may be less deadly, and if confirmed in coming weeks, that could turn omicron into a positive for markets, said the pair. Kolanovic and Kaplan raised the possibility that a less severe and more contagious variant may crowd out more severe variants, potentially speeding up the end of the pandemic and turning it into more of a seasonal flu. That’s amid vaccines and a growing list of treatments to tackle COVID, said the strategists.\n“If the market were to anticipate that scenario — omicron could be a catalyst for steepening (not flattening) the yield curve, rotation from growth to value, selloff in COVID and lockdown beneficiaries and rally in reopening themes,” said the team.\n“Also, if that scenario were to happen, instead of skipping two letters and naming it omicron, the WHO could have skipped all the way to omega. As such, we view the recent selloff in these segments as an opportunity to buy the dip in cyclicals, commodities and reopening themes, and to position for higher bond yields and steepening,” said the bank’s strategists.\nHere’s hoping they’re right.","news_type":1,"symbols_score_info":{"END":0.9,"GME":0.9,"WMT":0.9,"AAPL":0.9,"TSLA":0.9,"WE":0.9}},"isVote":1,"tweetType":1,"viewCount":1165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609552793,"gmtCreate":1638312900157,"gmtModify":1638312900157,"author":{"id":"3582064888282026","authorId":"3582064888282026","name":"OpenMind","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582064888282026","idStr":"3582064888282026"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GFS\">$GLOBALFOUNDRIES Inc.(GFS)$</a>Just look at the sellers… sigh….&nbsp;","listText":"<a href=\"https://laohu8.com/S/GFS\">$GLOBALFOUNDRIES Inc.(GFS)$</a>Just look at the sellers… sigh….&nbsp;","text":"$GLOBALFOUNDRIES Inc.(GFS)$Just look at the sellers… sigh….","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609552793","isVote":1,"tweetType":1,"viewCount":983,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600042767,"gmtCreate":1638022482194,"gmtModify":1638022482292,"author":{"id":"3582064888282026","authorId":"3582064888282026","name":"OpenMind","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582064888282026","idStr":"3582064888282026"},"themes":[],"htmlText":"when there is competition, means there is opportunity for investors","listText":"when there is competition, means there is opportunity for investors","text":"when there is competition, means there is opportunity for investors","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/600042767","repostId":"1175051322","repostType":2,"repost":{"id":"1175051322","kind":"news","pubTimestamp":1637972268,"share":"https://www.laohu8.com/m/news/1175051322?lang=zh_CN&edition=full","pubTime":"2021-11-27 08:17","market":"us","language":"en","title":"Why Nvidia Stock Short-Circuited Today<blockquote>为什么英伟达股票今天短路</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1175051322","media":"Motley Fool","summary":"News of a new coronavirus variant in South Africa sent stock markets reeling on Friday, with the Nasdaq Composite off 2% and the Dow Jones Industrial Average down 2.7% as of noon ET. And despite more than one positive news item today,Nvidiastock is joining in the sell-off, losing 3.4%.That's a crying shame. After all, this morning saw a new upgrade for Nvidia shares from First Shanghai bank, which raised its recommendation on the stock to buy and set a new $380 price target that's a good 21% abo","content":"<p>What happened</p><p><blockquote>发生了什么</blockquote></p><p> Here we go again.</p><p><blockquote>又来了。</blockquote></p><p> News of a new coronavirus variant in South Africa sent stock markets reeling on Friday, with the&nbsp;<b>Nasdaq Composite</b>&nbsp;off 2% and the&nbsp;<b>Dow Jones Industrial Average</b>&nbsp;down 2.7% as of noon ET. And despite more than one positive news item today,<b>Nvidia</b>(NASDAQ:NVDA)stock is joining in the sell-off, losing 3.4%.</p><p><blockquote>南非出现新型冠状病毒变种的消息周五令股市震荡，<b>纳斯达克复合材料</b>折扣2%和<b>道琼斯工业平均指数</b>截至美国东部时间中午下跌2.7%。尽管今天有不止一条正面消息，<b>英伟达</b>（纳斯达克：NVDA）股票也加入了抛售行列，下跌3.4%。</blockquote></p><p> So what</p><p><blockquote>那又怎样</blockquote></p><p> That's a crying shame. After all, this morning saw a new upgrade for Nvidia shares from First Shanghai bank, which raised its recommendation on the stock to buy and set a new $380 price target that's a good 21% above where the stock trades today.</p><p><blockquote>真是太可惜了。毕竟，今天上午，上海第一银行对英伟达股票进行了新的升级，提高了对该股的买入建议，并设定了380美元的新目标价，比该股今天的交易价格高出21%。</blockquote></p><p> Separately, analysts at&nbsp;<b>Bank of America</b>&nbsp;reiterated their own buy rating on Nvidia stock, predicting that semiconductor \"supply could remain constrained through the 1H 2022 as demand continues to be robust and supply continues to be unable to keep up,\" asStreetInsider.comreported this morning. With pricing power firmly on Nvidia's side, BofA nearly doubled its projection for graphics chip revenue in the first half of 2022, saying it could grow 9% year over year.</p><p><blockquote>另外，分析师<b>美国银行</b>据StreetInsider.com今天上午报道，他们重申了对Nvidia股票的买入评级，并预测半导体“由于需求持续强劲而供应仍然跟不上，整个2022年上半年，供应可能仍然受到限制”。由于定价权牢牢掌握在英伟达一边，美国银行将2022年上半年图形芯片收入的预测几乎翻了一番，称其可能同比增长9%。</blockquote></p><p> Now what</p><p><blockquote>现在怎么办</blockquote></p><p> None of that seems to matter to investors spooked by the coronavirus news, however. With analysts worrying aloud that the new B.1.1.529 variant -- and its reported more than 30 mutations -- could pierce the protection provided by vaccinations, investors are running scared.</p><p><blockquote>然而，对于被冠状病毒消息吓坏的投资者来说，这些似乎都无关紧要。分析师大声担心新的B.1.1.529变种及其报告的30多个突变可能会破坏疫苗接种提供的保护，投资者感到害怕。</blockquote></p><p> Is that the right reaction? It&nbsp;<i>might</i>&nbsp;be. But if I might be so bold, investors might<i>also</i>want to pause before hitting the panic button and wait to see if scientists confirm that these mutations actually do make COVID-19 easier to transmit or enable it to cause more serious infections -- or if they don't really do anything worse than the delta variant is already doing.</p><p><blockquote>这是正确的反应吗？它<i>可能</i>是。但如果我这么大胆，投资者可能会<i>也</i>我想在按下恐慌按钮之前暂停一下，等着看科学家是否证实这些突变确实使新冠肺炎更容易传播或使其能够导致更严重的感染——或者它们是否真的没有做任何比德尔塔变异毒株更糟糕的事情已经在做了。</blockquote></p><p> A more serious worry about Nvidia stock today, on the other hand, is the revelation that&nbsp;<b>Apple</b>&nbsp;might be designing a newaugmented reality systemthat will run on its own chips designed in-house. According toThe Fly, TFI Asset Management just said Apple will design a processor \"with the same computing power level as the M1 for Mac\" chip&nbsp; to use in its headset, due out late next year.</p><p><blockquote>另一方面，今天对英伟达股票更严重的担忧是<b>苹果</b>可能正在设计一个新的增强现实系统，该系统将在内部设计的芯片上运行。据The Fly报道，TFI Asset Management刚刚表示，苹果将设计一款“与Mac版M1芯片具有相同计算能力”的处理器，用于其耳机，将于明年年底推出。</blockquote></p><p> When you consider that a lot of the enthusiasm surrounding Nvidia stock lately has centered on the company's desire to sell technology to help other companiesbuild a metaverse, the prospect that Apple might design chips that can run a metaverse<i>without</i>help from Nvidia seems a scarier prospect to me than anything with the word \"coronavirus\" in it.</p><p><blockquote>当你考虑到最近围绕英伟达股票的很多热情都集中在该公司出售技术以帮助其他公司构建虚拟宇宙的愿望上时，苹果可能设计可以运行虚拟宇宙的芯片的前景<i>没有</i>对我来说，来自英伟达的帮助似乎比任何带有“冠状病毒”这个词的东西都更可怕。</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>Why Nvidia Stock Short-Circuited Today<blockquote>为什么英伟达股票今天短路</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\">\nWhy Nvidia Stock Short-Circuited Today<blockquote>为什么英伟达股票今天短路</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-11-27 08:17</span>\n</p>\n</h4>\n</header>\n<article>\n<p>What happened</p><p><blockquote>发生了什么</blockquote></p><p> Here we go again.</p><p><blockquote>又来了。</blockquote></p><p> News of a new coronavirus variant in South Africa sent stock markets reeling on Friday, with the&nbsp;<b>Nasdaq Composite</b>&nbsp;off 2% and the&nbsp;<b>Dow Jones Industrial Average</b>&nbsp;down 2.7% as of noon ET. And despite more than one positive news item today,<b>Nvidia</b>(NASDAQ:NVDA)stock is joining in the sell-off, losing 3.4%.</p><p><blockquote>南非出现新型冠状病毒变种的消息周五令股市震荡，<b>纳斯达克复合材料</b>折扣2%和<b>道琼斯工业平均指数</b>截至美国东部时间中午下跌2.7%。尽管今天有不止一条正面消息，<b>英伟达</b>（纳斯达克：NVDA）股票也加入了抛售行列，下跌3.4%。</blockquote></p><p> So what</p><p><blockquote>那又怎样</blockquote></p><p> That's a crying shame. After all, this morning saw a new upgrade for Nvidia shares from First Shanghai bank, which raised its recommendation on the stock to buy and set a new $380 price target that's a good 21% above where the stock trades today.</p><p><blockquote>真是太可惜了。毕竟，今天上午，上海第一银行对英伟达股票进行了新的升级，提高了对该股的买入建议，并设定了380美元的新目标价，比该股今天的交易价格高出21%。</blockquote></p><p> Separately, analysts at&nbsp;<b>Bank of America</b>&nbsp;reiterated their own buy rating on Nvidia stock, predicting that semiconductor \"supply could remain constrained through the 1H 2022 as demand continues to be robust and supply continues to be unable to keep up,\" asStreetInsider.comreported this morning. With pricing power firmly on Nvidia's side, BofA nearly doubled its projection for graphics chip revenue in the first half of 2022, saying it could grow 9% year over year.</p><p><blockquote>另外，分析师<b>美国银行</b>据StreetInsider.com今天上午报道，他们重申了对Nvidia股票的买入评级，并预测半导体“由于需求持续强劲而供应仍然跟不上，整个2022年上半年，供应可能仍然受到限制”。由于定价权牢牢掌握在英伟达一边，美国银行将2022年上半年图形芯片收入的预测几乎翻了一番，称其可能同比增长9%。</blockquote></p><p> Now what</p><p><blockquote>现在怎么办</blockquote></p><p> None of that seems to matter to investors spooked by the coronavirus news, however. With analysts worrying aloud that the new B.1.1.529 variant -- and its reported more than 30 mutations -- could pierce the protection provided by vaccinations, investors are running scared.</p><p><blockquote>然而，对于被冠状病毒消息吓坏的投资者来说，这些似乎都无关紧要。分析师大声担心新的B.1.1.529变种及其报告的30多个突变可能会破坏疫苗接种提供的保护，投资者感到害怕。</blockquote></p><p> Is that the right reaction? It&nbsp;<i>might</i>&nbsp;be. But if I might be so bold, investors might<i>also</i>want to pause before hitting the panic button and wait to see if scientists confirm that these mutations actually do make COVID-19 easier to transmit or enable it to cause more serious infections -- or if they don't really do anything worse than the delta variant is already doing.</p><p><blockquote>这是正确的反应吗？它<i>可能</i>是。但如果我这么大胆，投资者可能会<i>也</i>我想在按下恐慌按钮之前暂停一下，等着看科学家是否证实这些突变确实使新冠肺炎更容易传播或使其能够导致更严重的感染——或者它们是否真的没有做任何比德尔塔变异毒株更糟糕的事情已经在做了。</blockquote></p><p> A more serious worry about Nvidia stock today, on the other hand, is the revelation that&nbsp;<b>Apple</b>&nbsp;might be designing a newaugmented reality systemthat will run on its own chips designed in-house. According toThe Fly, TFI Asset Management just said Apple will design a processor \"with the same computing power level as the M1 for Mac\" chip&nbsp; to use in its headset, due out late next year.</p><p><blockquote>另一方面，今天对英伟达股票更严重的担忧是<b>苹果</b>可能正在设计一个新的增强现实系统，该系统将在内部设计的芯片上运行。据The Fly报道，TFI Asset Management刚刚表示，苹果将设计一款“与Mac版M1芯片具有相同计算能力”的处理器，用于其耳机，将于明年年底推出。</blockquote></p><p> When you consider that a lot of the enthusiasm surrounding Nvidia stock lately has centered on the company's desire to sell technology to help other companiesbuild a metaverse, the prospect that Apple might design chips that can run a metaverse<i>without</i>help from Nvidia seems a scarier prospect to me than anything with the word \"coronavirus\" in it.</p><p><blockquote>当你考虑到最近围绕英伟达股票的很多热情都集中在该公司出售技术以帮助其他公司构建虚拟宇宙的愿望上时，苹果可能设计可以运行虚拟宇宙的芯片的前景<i>没有</i>对我来说，来自英伟达的帮助似乎比任何带有“冠状病毒”这个词的东西都更可怕。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/11/26/why-nvidia-stock-short-circuited-today/\">Motley Fool</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":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/11/26/why-nvidia-stock-short-circuited-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175051322","content_text":"What happened\nHere we go again.\nNews of a new coronavirus variant in South Africa sent stock markets reeling on Friday, with the Nasdaq Composite off 2% and the Dow Jones Industrial Average down 2.7% as of noon ET. And despite more than one positive news item today,Nvidia(NASDAQ:NVDA)stock is joining in the sell-off, losing 3.4%.\nSo what\nThat's a crying shame. After all, this morning saw a new upgrade for Nvidia shares from First Shanghai bank, which raised its recommendation on the stock to buy and set a new $380 price target that's a good 21% above where the stock trades today.\nSeparately, analysts at Bank of America reiterated their own buy rating on Nvidia stock, predicting that semiconductor \"supply could remain constrained through the 1H 2022 as demand continues to be robust and supply continues to be unable to keep up,\" asStreetInsider.comreported this morning. With pricing power firmly on Nvidia's side, BofA nearly doubled its projection for graphics chip revenue in the first half of 2022, saying it could grow 9% year over year.\nNow what\nNone of that seems to matter to investors spooked by the coronavirus news, however. With analysts worrying aloud that the new B.1.1.529 variant -- and its reported more than 30 mutations -- could pierce the protection provided by vaccinations, investors are running scared.\nIs that the right reaction? It might be. But if I might be so bold, investors mightalsowant to pause before hitting the panic button and wait to see if scientists confirm that these mutations actually do make COVID-19 easier to transmit or enable it to cause more serious infections -- or if they don't really do anything worse than the delta variant is already doing.\nA more serious worry about Nvidia stock today, on the other hand, is the revelation that Apple might be designing a newaugmented reality systemthat will run on its own chips designed in-house. According toThe Fly, TFI Asset Management just said Apple will design a processor \"with the same computing power level as the M1 for Mac\" chip  to use in its headset, due out late next year.\nWhen you consider that a lot of the enthusiasm surrounding Nvidia stock lately has centered on the company's desire to sell technology to help other companiesbuild a metaverse, the prospect that Apple might design chips that can run a metaversewithouthelp from Nvidia seems a scarier prospect to me than anything with the word \"coronavirus\" in it.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":630,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877242840,"gmtCreate":1637938733099,"gmtModify":1637938733099,"author":{"id":"3582064888282026","authorId":"3582064888282026","name":"OpenMind","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582064888282026","idStr":"3582064888282026"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a> If sales was good during pandemic, what is a new variant? sales will continue to be good..","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a> If sales was good during pandemic, what is a new variant? sales will continue to be good..","text":"$NVIDIA Corp(NVDA)$ If sales was good during pandemic, what is a new variant? sales will continue to be good..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/877242840","isVote":1,"tweetType":1,"viewCount":1281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877624954,"gmtCreate":1637927808153,"gmtModify":1637927808153,"author":{"id":"3582064888282026","authorId":"3582064888282026","name":"OpenMind","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582064888282026","idStr":"3582064888282026"},"themes":[],"htmlText":"What is with the title ?&nbsp;","listText":"What is with the title ?&nbsp;","text":"What is with the title ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/877624954","repostId":"1178539231","repostType":2,"repost":{"id":"1178539231","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":1637926531,"share":"https://www.laohu8.com/m/news/1178539231?lang=zh_CN&edition=full","pubTime":"2021-11-26 19:35","market":"us","language":"en","title":"Pinduoduo shares tumbled nearly 11% in premarket trading after announcing its financial results for Q3.<blockquote>拼多多公布第三季度财务业绩后，股价在盘前交易中下跌近11%。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1178539231","media":"Tiger Newspress","summary":"Pinduoduo shares tumbled nearly 11% in premarket trading after announcing its financial results for ","content":"<p>Pinduoduo&nbsp;shares&nbsp;tumbled&nbsp;nearly&nbsp;11%&nbsp;in&nbsp;premarket&nbsp;trading&nbsp;after announcing its financial results for Q3.<img src=\"https://static.tigerbbs.com/abc192c299964e693181759ea0d46ce5\" tg-width=\"878\" tg-height=\"602\" referrerpolicy=\"no-referrer\"></p><p><blockquote>拼多多公布第三季度财务业绩后，股价在盘前交易中暴跌近11%。</blockquote></p><p> <b>Third Quarter 2021 Highlights</b></p><p><blockquote><b>2021年第三季度亮点</b></blockquote></p><p> <ul>  <li><b>Total revenues</b>&nbsp;in the quarter were RMB21,505.8 million, an increase of 51% from RMB14,209.8 million in the same quarter of 2020.</li>  <li><b>Average monthly active users</b>&nbsp;in the quarter was 741.5 million, an increase of 15% from 643.4 million in the same quarter of 2020.</li>  <li><b>Active buyers</b>&nbsp;in the twelve-month period ended September 30, 2021 was 867.3 million, an increase of 19% from 731.3 million in the twelve-month period ended September 30, 2020.</li>  <li><b>Operating profit</b>&nbsp;in the quarter was RMB2,139.3 million, compared with operating loss of RMB1,295.7 million in the same quarter of 2020.<b>Non-GAAP4&nbsp;operating profit</b>&nbsp;in the quarter was RMB3,260.7 million (US$506.1 million), compared with non-GAAP operating loss of RMB339.8 million in the same quarter of 2020.</li>  <li><b>Net income attributable to ordinary shareholders</b>&nbsp;in the quarter was RMB1,640.0 million, compared with net loss of RMB784.7 million in the same quarter of 2020.<b>Non-GAAP net income attributable to ordinary shareholders</b>&nbsp;in the quarter was RMB3,150.2 million (US$488.9 million), compared with RMB466.4 million in the same quarter of 2020.</li> </ul> For the third quarter, the Zacks Consensus Estimate for sales is pegged at $4.31 billion.</p><p><blockquote><ul><li><b>总收入</b>本季度为人民币215.058亿元，较2020年同季度的人民币142.098亿元增长51%。</li><li><b>平均月活跃用户数</b>本季度为7.415亿美元，较2020年同季度的6.434亿美元增长15%。</li><li><b>活跃买家</b>截至2021年9月30日的十二个月期间为8.673亿美元，较截至2020年9月30日的十二个月期间的7.313亿美元增长19%。</li><li><b>营业利润</b>本季度营业亏损为人民币21.393亿元，而2020年同季度营业亏损为人民币12.957亿元。<b>非GAAP 4营业利润</b>本季度亏损为人民币32.607亿元（5.061亿美元），而2020年同季度非公认会计准则运营亏损为人民币3.398亿元。</li><li><b>归属于普通股股东的净利润</b>本季度净亏损为人民币16.40亿元，而2020年同季度净亏损为人民币7.847亿元。<b>非公认会计准则归属于普通股股东的净利润</b>本季度为人民币31.502亿元（4.889亿美元），而2020年同季度为人民币4.664亿元。</li></ul>对于第三季度，Zacks对销售额的一致估计为43.1亿美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pinduoduo shares tumbled nearly 11% in premarket trading after announcing its financial results for Q3.<blockquote>拼多多公布第三季度财务业绩后，股价在盘前交易中下跌近11%。</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\">\nPinduoduo shares tumbled nearly 11% in premarket trading after announcing its financial results for Q3.<blockquote>拼多多公布第三季度财务业绩后，股价在盘前交易中下跌近11%。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-11-26 19:35</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Pinduoduo&nbsp;shares&nbsp;tumbled&nbsp;nearly&nbsp;11%&nbsp;in&nbsp;premarket&nbsp;trading&nbsp;after announcing its financial results for Q3.<img src=\"https://static.tigerbbs.com/abc192c299964e693181759ea0d46ce5\" tg-width=\"878\" tg-height=\"602\" referrerpolicy=\"no-referrer\"></p><p><blockquote>拼多多公布第三季度财务业绩后，股价在盘前交易中暴跌近11%。</blockquote></p><p> <b>Third Quarter 2021 Highlights</b></p><p><blockquote><b>2021年第三季度亮点</b></blockquote></p><p> <ul>  <li><b>Total revenues</b>&nbsp;in the quarter were RMB21,505.8 million, an increase of 51% from RMB14,209.8 million in the same quarter of 2020.</li>  <li><b>Average monthly active users</b>&nbsp;in the quarter was 741.5 million, an increase of 15% from 643.4 million in the same quarter of 2020.</li>  <li><b>Active buyers</b>&nbsp;in the twelve-month period ended September 30, 2021 was 867.3 million, an increase of 19% from 731.3 million in the twelve-month period ended September 30, 2020.</li>  <li><b>Operating profit</b>&nbsp;in the quarter was RMB2,139.3 million, compared with operating loss of RMB1,295.7 million in the same quarter of 2020.<b>Non-GAAP4&nbsp;operating profit</b>&nbsp;in the quarter was RMB3,260.7 million (US$506.1 million), compared with non-GAAP operating loss of RMB339.8 million in the same quarter of 2020.</li>  <li><b>Net income attributable to ordinary shareholders</b>&nbsp;in the quarter was RMB1,640.0 million, compared with net loss of RMB784.7 million in the same quarter of 2020.<b>Non-GAAP net income attributable to ordinary shareholders</b>&nbsp;in the quarter was RMB3,150.2 million (US$488.9 million), compared with RMB466.4 million in the same quarter of 2020.</li> </ul> For the third quarter, the Zacks Consensus Estimate for sales is pegged at $4.31 billion.</p><p><blockquote><ul><li><b>总收入</b>本季度为人民币215.058亿元，较2020年同季度的人民币142.098亿元增长51%。</li><li><b>平均月活跃用户数</b>本季度为7.415亿美元，较2020年同季度的6.434亿美元增长15%。</li><li><b>活跃买家</b>截至2021年9月30日的十二个月期间为8.673亿美元，较截至2020年9月30日的十二个月期间的7.313亿美元增长19%。</li><li><b>营业利润</b>本季度营业亏损为人民币21.393亿元，而2020年同季度营业亏损为人民币12.957亿元。<b>非GAAP 4营业利润</b>本季度亏损为人民币32.607亿元（5.061亿美元），而2020年同季度非公认会计准则运营亏损为人民币3.398亿元。</li><li><b>归属于普通股股东的净利润</b>本季度净亏损为人民币16.40亿元，而2020年同季度净亏损为人民币7.847亿元。<b>非公认会计准则归属于普通股股东的净利润</b>本季度为人民币31.502亿元（4.889亿美元），而2020年同季度为人民币4.664亿元。</li></ul>对于第三季度，Zacks对销售额的一致估计为43.1亿美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PDD":"拼多多"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178539231","content_text":"Pinduoduo shares tumbled nearly 11% in premarket trading after announcing its financial results for Q3.\nThird Quarter 2021 Highlights\n\nTotal revenues in the quarter were RMB21,505.8 million, an increase of 51% from RMB14,209.8 million in the same quarter of 2020.\nAverage monthly active users in the quarter was 741.5 million, an increase of 15% from 643.4 million in the same quarter of 2020.\nActive buyers in the twelve-month period ended September 30, 2021 was 867.3 million, an increase of 19% from 731.3 million in the twelve-month period ended September 30, 2020.\nOperating profit in the quarter was RMB2,139.3 million, compared with operating loss of RMB1,295.7 million in the same quarter of 2020.Non-GAAP4 operating profit in the quarter was RMB3,260.7 million (US$506.1 million), compared with non-GAAP operating loss of RMB339.8 million in the same quarter of 2020.\nNet income attributable to ordinary shareholders in the quarter was RMB1,640.0 million, compared with net loss of RMB784.7 million in the same quarter of 2020.Non-GAAP net income attributable to ordinary shareholders in the quarter was RMB3,150.2 million (US$488.9 million), compared with RMB466.4 million in the same quarter of 2020.\n\nFor the third quarter, the Zacks Consensus Estimate for sales is pegged at $4.31 billion.","news_type":1,"symbols_score_info":{"PDD":0.9}},"isVote":1,"tweetType":1,"viewCount":1043,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877125335,"gmtCreate":1637900884211,"gmtModify":1637900884211,"author":{"id":"3582064888282026","authorId":"3582064888282026","name":"OpenMind","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582064888282026","idStr":"3582064888282026"},"themes":[],"htmlText":"Which analyst have correctly forecasted S&amp;p before ?&nbsp;","listText":"Which analyst have correctly forecasted S&amp;p before ?&nbsp;","text":"Which analyst have correctly forecasted S&p before ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/877125335","repostId":"1144144013","repostType":2,"isVote":1,"tweetType":1,"viewCount":1206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874875698,"gmtCreate":1637763779229,"gmtModify":1637763779229,"author":{"id":"3582064888282026","authorId":"3582064888282026","name":"OpenMind","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582064888282026","idStr":"3582064888282026"},"themes":[],"htmlText":"Inflation still looms = mixed","listText":"Inflation still looms = mixed","text":"Inflation still looms = mixed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874875698","repostId":"1122102600","repostType":4,"repost":{"id":"1122102600","kind":"news","pubTimestamp":1637760918,"share":"https://www.laohu8.com/m/news/1122102600?lang=zh_CN&edition=full","pubTime":"2021-11-24 21:35","market":"us","language":"en","title":"Weekly jobless claims total 199,000, reaching the lowest since 1969<blockquote>每周申请失业救济人数为19.9万人，创1969年以来新低</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1122102600","media":"finance.yahoo","summary":"New jobless claims fell far more than expected to the lowest level since November 1969 last week, un","content":"<p>New jobless claims fell far more than expected to the lowest level since November 1969 last week, underscoring the present tight labor market conditions as initial unemployment claims near 2019 levels while job openings hold near record highs.</p><p><blockquote>上周新申请失业救济人数远超预期，降至1969年11月以来的最低水平，突显出当前劳动力市场状况紧张，首次申请失业救济人数接近2019年水平，而职位空缺仍接近历史高位。</blockquote></p><p> The&nbsp;Labor Department released its jobless claims&nbsp;report on Wednesday, a day earlier than usual due to the Thanksgiving holiday. Here were the main metrics from the print, compared to consensus estimates compiled by Bloomberg:</p><p><blockquote>由于感恩节假期，劳工部周三发布了初请失业金报告，比往常提前一天。以下是印刷品中的主要指标，与彭博社编制的共识估计进行了比较：</blockquote></p><p> <ul>  <li><b>Initial unemployment claims, week ended November 20:</b>199,000 vs. 260,000 expected and 268,000 during prior week</p><p><blockquote><ul><li><b>截至11月20日当周首次申请失业救济人数：</b>199,000，而预期为260,000，前一周为268,000</li></ul></blockquote></p><p></li>  <li><b>Continuing claims, week ended November 13:</b>2.049 million vs. 2.033 million expected and 2.080 million during prior week</p><p><blockquote><li><b>截至11月13日当周的持续索赔：</b>204.9万，预期为203.3万，前一周为208万</li></blockquote></p><p></li> </ul> The total number of new weekly filings fell to a fresh virus-era low for a seventh straight week. During the comparable week last year, initial filings came at well over 700,000. Claims also fell below their 2019 weekly average of approximately 220,000.</p><p><blockquote>每周新申请总数连续第七周降至病毒时代的新低。去年同期，首次申请数量远远超过70万份。申请失业救济人数也低于2019年约22万人的周平均水平。</blockquote></p><p> Continuing claims for regular state unemployment benefits have also drawn closer to pre-virus levels. After coming in at the lowest level since March 2020 last week, continuing claims also neared their 2019 average rate of about 1.7 million per week.</p><p><blockquote>持续申请常规州失业救济金的人数也接近病毒爆发前的水平。继上周达到2020年3月以来的最低水平后，持续申请失业救济人数也接近2019年每周约170万人的平均水平。</blockquote></p><p> And if this week's jobless claims report comes in as expected with further improvement in both new and continuing claims, it would also bode well for November's monthly jobs report from the Bureau of Labor Statistics. This week's claims report coincides with the survey week for that data, which is due for release next week. Consensus economists expect that report to show non-farm payrolls rose by half a million in November, with the unemployment rate ticking down to 4.5% from 4.6% in October.</p><p><blockquote>如果本周的初请失业金报告符合预期，新申请和持续申请失业金人数进一步改善，这也将是美国劳工统计局11月份月度就业报告的好兆头。本周的索赔报告恰逢该数据的调查周，该数据将于下周发布。经济学家普遍预计，该报告将显示11月份非农就业人数增加50万人，失业率从10月份的4.6%降至4.5%。</blockquote></p><p> The past couple months' worth of jobless claims reports have offered just one look at a labor market that has grown increasingly tight as the economic recovery progressed. Though the labor force participation rate has yet to return to pre-pandemic levels, the number of those rendered newly unemployed has fallen precipitously, with many employers incentivized to keep their current workforces as job openings and labor shortages across industries remain elevated. Job openings werelast reported at 10.4 million as of the end of September, with this sum dipping only slightly from July's record high of more than 11 million.</p><p><blockquote>过去几个月的初请失业金报告只是让我们看到了随着经济复苏的进展而变得越来越紧张的劳动力市场。尽管劳动力参与率尚未恢复到大流行前的水平，但新失业人数已急剧下降，由于各行业的职位空缺和劳动力短缺仍然很高，许多雇主有动力保留现有劳动力。截至9月底，职位空缺最新报告为1040万个，仅比7月份超过1100万个的历史新高略有下降。</blockquote></p><p> Monetary policymakers have been dealt the delicate task of further stoking employment growth while keeping inflation from running too hot for too long. Federal Reserve Chair Jerome Powell, who just this week wasrenominated to lead the central bank for another four-year term, has suggested that supply-side constraints contributing present levels of elevated inflation will eventually begin to ease.</p><p><blockquote>货币政策制定者面临着一项微妙的任务，即进一步刺激就业增长，同时防止通胀过热过久。美联储主席杰罗姆·鲍威尔本周刚刚被重新提名为美联储主席，连任四年任期，他表示，导致目前通胀高企的供给侧限制最终将开始缓解。</blockquote></p><p> \"In our assessment — against a backdrop of moderating growth and slowing inflation in 2022 — policymakers will have to shift focus next year from price pressures to a complete labor market recovery, which will take some time, delaying an eventual rise in interest rates,\" wrote Rubeela Farooqi, chief U.S. economist for High Frequency Economics, in a note.</p><p><blockquote>“根据我们的评估，在2022年增长放缓和通胀放缓的背景下，政策制定者明年将不得不将重点从价格压力转向劳动力市场的完全复苏，这需要一些时间，从而推迟利率的最终上升，”美国高频经济学首席经济学家鲁比拉·法鲁奇在一份报告中写道。</blockquote></p><p></p>","source":"lsy1612507957220","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>Weekly jobless claims total 199,000, reaching the lowest since 1969<blockquote>每周申请失业救济人数为19.9万人，创1969年以来新低</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\">\nWeekly jobless claims total 199,000, reaching the lowest since 1969<blockquote>每周申请失业救济人数为19.9万人，创1969年以来新低</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">finance.yahoo</strong><span class=\"h-time small\">2021-11-24 21:35</span>\n</p>\n</h4>\n</header>\n<article>\n<p>New jobless claims fell far more than expected to the lowest level since November 1969 last week, underscoring the present tight labor market conditions as initial unemployment claims near 2019 levels while job openings hold near record highs.</p><p><blockquote>上周新申请失业救济人数远超预期，降至1969年11月以来的最低水平，突显出当前劳动力市场状况紧张，首次申请失业救济人数接近2019年水平，而职位空缺仍接近历史高位。</blockquote></p><p> The&nbsp;Labor Department released its jobless claims&nbsp;report on Wednesday, a day earlier than usual due to the Thanksgiving holiday. Here were the main metrics from the print, compared to consensus estimates compiled by Bloomberg:</p><p><blockquote>由于感恩节假期，劳工部周三发布了初请失业金报告，比往常提前一天。以下是印刷品中的主要指标，与彭博社编制的共识估计进行了比较：</blockquote></p><p> <ul>  <li><b>Initial unemployment claims, week ended November 20:</b>199,000 vs. 260,000 expected and 268,000 during prior week</p><p><blockquote><ul><li><b>截至11月20日当周首次申请失业救济人数：</b>199,000，而预期为260,000，前一周为268,000</li></ul></blockquote></p><p></li>  <li><b>Continuing claims, week ended November 13:</b>2.049 million vs. 2.033 million expected and 2.080 million during prior week</p><p><blockquote><li><b>截至11月13日当周的持续索赔：</b>204.9万，预期为203.3万，前一周为208万</li></blockquote></p><p></li> </ul> The total number of new weekly filings fell to a fresh virus-era low for a seventh straight week. During the comparable week last year, initial filings came at well over 700,000. Claims also fell below their 2019 weekly average of approximately 220,000.</p><p><blockquote>每周新申请总数连续第七周降至病毒时代的新低。去年同期，首次申请数量远远超过70万份。申请失业救济人数也低于2019年约22万人的周平均水平。</blockquote></p><p> Continuing claims for regular state unemployment benefits have also drawn closer to pre-virus levels. After coming in at the lowest level since March 2020 last week, continuing claims also neared their 2019 average rate of about 1.7 million per week.</p><p><blockquote>持续申请常规州失业救济金的人数也接近病毒爆发前的水平。继上周达到2020年3月以来的最低水平后，持续申请失业救济人数也接近2019年每周约170万人的平均水平。</blockquote></p><p> And if this week's jobless claims report comes in as expected with further improvement in both new and continuing claims, it would also bode well for November's monthly jobs report from the Bureau of Labor Statistics. This week's claims report coincides with the survey week for that data, which is due for release next week. Consensus economists expect that report to show non-farm payrolls rose by half a million in November, with the unemployment rate ticking down to 4.5% from 4.6% in October.</p><p><blockquote>如果本周的初请失业金报告符合预期，新申请和持续申请失业金人数进一步改善，这也将是美国劳工统计局11月份月度就业报告的好兆头。本周的索赔报告恰逢该数据的调查周，该数据将于下周发布。经济学家普遍预计，该报告将显示11月份非农就业人数增加50万人，失业率从10月份的4.6%降至4.5%。</blockquote></p><p> The past couple months' worth of jobless claims reports have offered just one look at a labor market that has grown increasingly tight as the economic recovery progressed. Though the labor force participation rate has yet to return to pre-pandemic levels, the number of those rendered newly unemployed has fallen precipitously, with many employers incentivized to keep their current workforces as job openings and labor shortages across industries remain elevated. Job openings werelast reported at 10.4 million as of the end of September, with this sum dipping only slightly from July's record high of more than 11 million.</p><p><blockquote>过去几个月的初请失业金报告只是让我们看到了随着经济复苏的进展而变得越来越紧张的劳动力市场。尽管劳动力参与率尚未恢复到大流行前的水平，但新失业人数已急剧下降，由于各行业的职位空缺和劳动力短缺仍然很高，许多雇主有动力保留现有劳动力。截至9月底，职位空缺最新报告为1040万个，仅比7月份超过1100万个的历史新高略有下降。</blockquote></p><p> Monetary policymakers have been dealt the delicate task of further stoking employment growth while keeping inflation from running too hot for too long. Federal Reserve Chair Jerome Powell, who just this week wasrenominated to lead the central bank for another four-year term, has suggested that supply-side constraints contributing present levels of elevated inflation will eventually begin to ease.</p><p><blockquote>货币政策制定者面临着一项微妙的任务，即进一步刺激就业增长，同时防止通胀过热过久。美联储主席杰罗姆·鲍威尔本周刚刚被重新提名为美联储主席，连任四年任期，他表示，导致目前通胀高企的供给侧限制最终将开始缓解。</blockquote></p><p> \"In our assessment — against a backdrop of moderating growth and slowing inflation in 2022 — policymakers will have to shift focus next year from price pressures to a complete labor market recovery, which will take some time, delaying an eventual rise in interest rates,\" wrote Rubeela Farooqi, chief U.S. economist for High Frequency Economics, in a note.</p><p><blockquote>“根据我们的评估，在2022年增长放缓和通胀放缓的背景下，政策制定者明年将不得不将重点从价格压力转向劳动力市场的完全复苏，这需要一些时间，从而推迟利率的最终上升，”美国高频经济学首席经济学家鲁比拉·法鲁奇在一份报告中写道。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/weekly-jobless-claims-week-ended-november-20-2021-175525622.html\">finance.yahoo</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":{".DJI":"道琼斯"},"source_url":"https://finance.yahoo.com/news/weekly-jobless-claims-week-ended-november-20-2021-175525622.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122102600","content_text":"New jobless claims fell far more than expected to the lowest level since November 1969 last week, underscoring the present tight labor market conditions as initial unemployment claims near 2019 levels while job openings hold near record highs.\nThe Labor Department released its jobless claims report on Wednesday, a day earlier than usual due to the Thanksgiving holiday. Here were the main metrics from the print, compared to consensus estimates compiled by Bloomberg:\n\nInitial unemployment claims, week ended November 20:199,000 vs. 260,000 expected and 268,000 during prior week\nContinuing claims, week ended November 13:2.049 million vs. 2.033 million expected and 2.080 million during prior week\n\nThe total number of new weekly filings fell to a fresh virus-era low for a seventh straight week. During the comparable week last year, initial filings came at well over 700,000. Claims also fell below their 2019 weekly average of approximately 220,000.\nContinuing claims for regular state unemployment benefits have also drawn closer to pre-virus levels. After coming in at the lowest level since March 2020 last week, continuing claims also neared their 2019 average rate of about 1.7 million per week.\nAnd if this week's jobless claims report comes in as expected with further improvement in both new and continuing claims, it would also bode well for November's monthly jobs report from the Bureau of Labor Statistics. This week's claims report coincides with the survey week for that data, which is due for release next week. Consensus economists expect that report to show non-farm payrolls rose by half a million in November, with the unemployment rate ticking down to 4.5% from 4.6% in October.\nThe past couple months' worth of jobless claims reports have offered just one look at a labor market that has grown increasingly tight as the economic recovery progressed. Though the labor force participation rate has yet to return to pre-pandemic levels, the number of those rendered newly unemployed has fallen precipitously, with many employers incentivized to keep their current workforces as job openings and labor shortages across industries remain elevated. Job openings werelast reported at 10.4 million as of the end of September, with this sum dipping only slightly from July's record high of more than 11 million.\nMonetary policymakers have been dealt the delicate task of further stoking employment growth while keeping inflation from running too hot for too long. Federal Reserve Chair Jerome Powell, who just this week wasrenominated to lead the central bank for another four-year term, has suggested that supply-side constraints contributing present levels of elevated inflation will eventually begin to ease.\n\"In our assessment — against a backdrop of moderating growth and slowing inflation in 2022 — policymakers will have to shift focus next year from price pressures to a complete labor market recovery, which will take some time, delaying an eventual rise in interest rates,\" wrote Rubeela Farooqi, chief U.S. economist for High Frequency Economics, in a note.","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":878893669,"gmtCreate":1637163350283,"gmtModify":1637163350283,"author":{"id":"3582064888282026","authorId":"3582064888282026","name":"OpenMind","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582064888282026","idStr":"3582064888282026"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SEV\">$Sono Group N.V.(SEV)$</a> stock tanking for sure.... no point looking","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SEV\">$Sono Group N.V.(SEV)$</a> stock tanking for sure.... no point looking","text":"$Sono Group N.V.(SEV)$ stock tanking for sure.... no point looking","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/878893669","isVote":1,"tweetType":1,"viewCount":1239,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4088077977939720","authorId":"4088077977939720","name":"Learner1010","avatar":"https://static.tigerbbs.com/2e548720c927861473274cb9067c72cc","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4088077977939720","idStr":"4088077977939720"},"content":"Why do you think it will tank?","text":"Why do you think it will tank?","html":"Why do you think it will tank?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877624954,"gmtCreate":1637927808153,"gmtModify":1637927808153,"author":{"id":"3582064888282026","authorId":"3582064888282026","name":"OpenMind","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582064888282026","idStr":"3582064888282026"},"themes":[],"htmlText":"What is with the title ?&nbsp;","listText":"What is with the title ?&nbsp;","text":"What is with the title ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/877624954","repostId":"1178539231","repostType":2,"repost":{"id":"1178539231","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":1637926531,"share":"https://www.laohu8.com/m/news/1178539231?lang=zh_CN&edition=full","pubTime":"2021-11-26 19:35","market":"us","language":"en","title":"Pinduoduo shares tumbled nearly 11% in premarket trading after announcing its financial results for Q3.<blockquote>拼多多公布第三季度财务业绩后，股价在盘前交易中下跌近11%。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1178539231","media":"Tiger Newspress","summary":"Pinduoduo shares tumbled nearly 11% in premarket trading after announcing its financial results for ","content":"<p>Pinduoduo&nbsp;shares&nbsp;tumbled&nbsp;nearly&nbsp;11%&nbsp;in&nbsp;premarket&nbsp;trading&nbsp;after announcing its financial results for Q3.<img src=\"https://static.tigerbbs.com/abc192c299964e693181759ea0d46ce5\" tg-width=\"878\" tg-height=\"602\" referrerpolicy=\"no-referrer\"></p><p><blockquote>拼多多公布第三季度财务业绩后，股价在盘前交易中暴跌近11%。</blockquote></p><p> <b>Third Quarter 2021 Highlights</b></p><p><blockquote><b>2021年第三季度亮点</b></blockquote></p><p> <ul>  <li><b>Total revenues</b>&nbsp;in the quarter were RMB21,505.8 million, an increase of 51% from RMB14,209.8 million in the same quarter of 2020.</li>  <li><b>Average monthly active users</b>&nbsp;in the quarter was 741.5 million, an increase of 15% from 643.4 million in the same quarter of 2020.</li>  <li><b>Active buyers</b>&nbsp;in the twelve-month period ended September 30, 2021 was 867.3 million, an increase of 19% from 731.3 million in the twelve-month period ended September 30, 2020.</li>  <li><b>Operating profit</b>&nbsp;in the quarter was RMB2,139.3 million, compared with operating loss of RMB1,295.7 million in the same quarter of 2020.<b>Non-GAAP4&nbsp;operating profit</b>&nbsp;in the quarter was RMB3,260.7 million (US$506.1 million), compared with non-GAAP operating loss of RMB339.8 million in the same quarter of 2020.</li>  <li><b>Net income attributable to ordinary shareholders</b>&nbsp;in the quarter was RMB1,640.0 million, compared with net loss of RMB784.7 million in the same quarter of 2020.<b>Non-GAAP net income attributable to ordinary shareholders</b>&nbsp;in the quarter was RMB3,150.2 million (US$488.9 million), compared with RMB466.4 million in the same quarter of 2020.</li> </ul> For the third quarter, the Zacks Consensus Estimate for sales is pegged at $4.31 billion.</p><p><blockquote><ul><li><b>总收入</b>本季度为人民币215.058亿元，较2020年同季度的人民币142.098亿元增长51%。</li><li><b>平均月活跃用户数</b>本季度为7.415亿美元，较2020年同季度的6.434亿美元增长15%。</li><li><b>活跃买家</b>截至2021年9月30日的十二个月期间为8.673亿美元，较截至2020年9月30日的十二个月期间的7.313亿美元增长19%。</li><li><b>营业利润</b>本季度营业亏损为人民币21.393亿元，而2020年同季度营业亏损为人民币12.957亿元。<b>非GAAP 4营业利润</b>本季度亏损为人民币32.607亿元（5.061亿美元），而2020年同季度非公认会计准则运营亏损为人民币3.398亿元。</li><li><b>归属于普通股股东的净利润</b>本季度净亏损为人民币16.40亿元，而2020年同季度净亏损为人民币7.847亿元。<b>非公认会计准则归属于普通股股东的净利润</b>本季度为人民币31.502亿元（4.889亿美元），而2020年同季度为人民币4.664亿元。</li></ul>对于第三季度，Zacks对销售额的一致估计为43.1亿美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pinduoduo shares tumbled nearly 11% in premarket trading after announcing its financial results for Q3.<blockquote>拼多多公布第三季度财务业绩后，股价在盘前交易中下跌近11%。</blockquote></title>\n<style 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#7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPinduoduo shares tumbled nearly 11% in premarket trading after announcing its financial results for Q3.<blockquote>拼多多公布第三季度财务业绩后，股价在盘前交易中下跌近11%。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-11-26 19:35</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Pinduoduo&nbsp;shares&nbsp;tumbled&nbsp;nearly&nbsp;11%&nbsp;in&nbsp;premarket&nbsp;trading&nbsp;after announcing its financial results for Q3.<img src=\"https://static.tigerbbs.com/abc192c299964e693181759ea0d46ce5\" tg-width=\"878\" tg-height=\"602\" referrerpolicy=\"no-referrer\"></p><p><blockquote>拼多多公布第三季度财务业绩后，股价在盘前交易中暴跌近11%。</blockquote></p><p> <b>Third Quarter 2021 Highlights</b></p><p><blockquote><b>2021年第三季度亮点</b></blockquote></p><p> <ul>  <li><b>Total revenues</b>&nbsp;in the quarter were RMB21,505.8 million, an increase of 51% from RMB14,209.8 million in the same quarter of 2020.</li>  <li><b>Average monthly active users</b>&nbsp;in the quarter was 741.5 million, an increase of 15% from 643.4 million in the same quarter of 2020.</li>  <li><b>Active buyers</b>&nbsp;in the twelve-month period ended September 30, 2021 was 867.3 million, an increase of 19% from 731.3 million in the twelve-month period ended September 30, 2020.</li>  <li><b>Operating profit</b>&nbsp;in the quarter was RMB2,139.3 million, compared with operating loss of RMB1,295.7 million in the same quarter of 2020.<b>Non-GAAP4&nbsp;operating profit</b>&nbsp;in the quarter was RMB3,260.7 million (US$506.1 million), compared with non-GAAP operating loss of RMB339.8 million in the same quarter of 2020.</li>  <li><b>Net income attributable to ordinary shareholders</b>&nbsp;in the quarter was RMB1,640.0 million, compared with net loss of RMB784.7 million in the same quarter of 2020.<b>Non-GAAP net income attributable to ordinary shareholders</b>&nbsp;in the quarter was RMB3,150.2 million (US$488.9 million), compared with RMB466.4 million in the same quarter of 2020.</li> </ul> For the third quarter, the Zacks Consensus Estimate for sales is pegged at $4.31 billion.</p><p><blockquote><ul><li><b>总收入</b>本季度为人民币215.058亿元，较2020年同季度的人民币142.098亿元增长51%。</li><li><b>平均月活跃用户数</b>本季度为7.415亿美元，较2020年同季度的6.434亿美元增长15%。</li><li><b>活跃买家</b>截至2021年9月30日的十二个月期间为8.673亿美元，较截至2020年9月30日的十二个月期间的7.313亿美元增长19%。</li><li><b>营业利润</b>本季度营业亏损为人民币21.393亿元，而2020年同季度营业亏损为人民币12.957亿元。<b>非GAAP 4营业利润</b>本季度亏损为人民币32.607亿元（5.061亿美元），而2020年同季度非公认会计准则运营亏损为人民币3.398亿元。</li><li><b>归属于普通股股东的净利润</b>本季度净亏损为人民币16.40亿元，而2020年同季度净亏损为人民币7.847亿元。<b>非公认会计准则归属于普通股股东的净利润</b>本季度为人民币31.502亿元（4.889亿美元），而2020年同季度为人民币4.664亿元。</li></ul>对于第三季度，Zacks对销售额的一致估计为43.1亿美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PDD":"拼多多"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178539231","content_text":"Pinduoduo shares tumbled nearly 11% in premarket trading after announcing its financial results for Q3.\nThird Quarter 2021 Highlights\n\nTotal revenues in the quarter were RMB21,505.8 million, an increase of 51% from RMB14,209.8 million in the same quarter of 2020.\nAverage monthly active users in the quarter was 741.5 million, an increase of 15% from 643.4 million in the same quarter of 2020.\nActive buyers in the twelve-month period ended September 30, 2021 was 867.3 million, an increase of 19% from 731.3 million in the twelve-month period ended September 30, 2020.\nOperating profit in the quarter was RMB2,139.3 million, compared with operating loss of RMB1,295.7 million in the same quarter of 2020.Non-GAAP4 operating profit in the quarter was RMB3,260.7 million (US$506.1 million), compared with non-GAAP operating loss of RMB339.8 million in the same quarter of 2020.\nNet income attributable to ordinary shareholders in the quarter was RMB1,640.0 million, compared with net loss of RMB784.7 million in the same quarter of 2020.Non-GAAP net income attributable to ordinary shareholders in the quarter was RMB3,150.2 million (US$488.9 million), compared with RMB466.4 million in the same quarter of 2020.\n\nFor the third quarter, the Zacks Consensus Estimate for sales is pegged at $4.31 billion.","news_type":1,"symbols_score_info":{"PDD":0.9}},"isVote":1,"tweetType":1,"viewCount":1043,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690788712,"gmtCreate":1639709113379,"gmtModify":1639709349068,"author":{"id":"3582064888282026","authorId":"3582064888282026","name":"OpenMind","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582064888282026","idStr":"3582064888282026"},"themes":[],"htmlText":"So why did Apple affect this few, but others got affected ? Was there any link ? 1 apple affecting most of the semis? How about other macroecon factors ? Sigh","listText":"So why did Apple affect this few, but others got affected ? Was there any link ? 1 apple affecting most of the semis? How about other macroecon factors ? Sigh","text":"So why did Apple affect this few, but others got affected ? Was there any link ? 1 apple affecting most of the semis? How about other macroecon factors ? Sigh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/690788712","repostId":"1156042491","repostType":2,"repost":{"id":"1156042491","kind":"news","pubTimestamp":1639708576,"share":"https://www.laohu8.com/m/news/1156042491?lang=zh_CN&edition=full","pubTime":"2021-12-17 10:36","market":"us","language":"en","title":"Why AMD, Qualcomm, and Skyworks Stocks Crashed<blockquote>AMD、高通和Skyworks股价为何暴跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1156042491","media":"Motley Fool","summary":"What happened\nIt's Thursday, and semiconductor stocks are in a funk. As of 4 p.m. ET, shares of Adva","content":"<p><b>What happened</b></p><p><blockquote><b>发生了什么</b></blockquote></p><p> It's Thursday, and&nbsp;semiconductor&nbsp;stocks are in a funk. As of 4 p.m. ET, shares of&nbsp;<b>Advanced Micro Devices</b>(NASDAQ:AMD)have already lost 5.37%,&nbsp;<b>Qualcomm</b>(NASDAQ:QCOM)is down 5.88%, and&nbsp;<b>Skyworks Solutions</b>(NASDAQ:SWKS)is taking it particularly hard on the chin -- down 8.47%.</p><p><blockquote>今天是周四，半导体股陷入恐慌。截至下午4点美国东部时间，股份<b>先进微设备公司</b>（纳斯达克：AMD）已经下跌了5.37%，<b>Qualcomm</b>（纳斯达克：QCOM）下跌5.88%，<b>Skyworks解决方案</b>（纳斯达克：SWKS）的表现尤其糟糕，下跌了8.47%。</blockquote></p><p> I blame&nbsp;<b>Apple</b>&nbsp;for all of the above.</p><p><blockquote>我责怪<b>苹果</b>对于以上所有内容。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Investors in chips stocks today have only a choice between bad short-term news and potentially worse long-term news, I fear. In the short term, the bad news is this:</p><p><blockquote>我担心，如今芯片股的投资者只能在糟糕的短期消息和可能更糟糕的长期消息之间做出选择。短期来看，坏消息是这样的：</blockquote></p><p> iPhone 13 smartphones are in short supply this holiday season, according to a report from an analyst at&nbsp;<b>KeyBanc Capital Markets</b>, relayed byThe Fly. Indeed, demand for the devices has outstripped supply since Thanksgiving. And despite reports that&nbsp;things had been getting better earlier this month&nbsp;as the delta COVID-19 pandemic switched over into an omicron COVID-19 pandemic, KeyBanc analyst John Vinh now observes that \"the majority of stores\" he has surveyed report not having&nbsp;<i>any</i>&nbsp;iPhone 13 Pro or Max phones in stock.</p><p><blockquote>根据分析师的报告，iPhone 13智能手机在这个假期供不应求<b>KeyBanc资本市场</b>，由苍蝇接力。事实上，自感恩节以来，对这些设备的需求已经超过了供应。尽管有报道称，本月早些时候，随着三角洲COVID-19大流行转变为奥密克戎COVID-19大流行，情况有所好转，但KeyBanc分析师John Vinh现在观察到，他调查的“大多数商店”报告没有<i>任何</i>iPhone 13 Pro或Max手机有货。</blockquote></p><p> Granted, he concludes that this news is ultimately only neutral for companies including AMD, Qualcomm, and Skyworks that supply chips for Apple devices -- but neutral isn't good. While suppliers can presumably charge Apple premium prices in a time of constrained chip supply, fewer iPhone sales still logically implies fewer chips being sold to build those Apple products.</p><p><blockquote>诚然，他的结论是，这一消息最终只对AMD、高通和Skyworks等为苹果设备供应芯片的公司是中立的，但中立并不好。虽然在芯片供应紧张的情况下，供应商可能会向苹果收取溢价，但iPhone销量减少在逻辑上仍然意味着用于制造这些苹果产品的芯片减少。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p> At the same time, you have to figure that, at some point, Apple is going to get upset at its inability to obtain all the chips it wants. This, combined with the company's already-confirmed belief that it can&nbsp;design better chips itself&nbsp;than it can buy from third-party chipmakers, creates&nbsp;a longer-term risk&nbsp;of semiconductor companies losing Apple (and eventually, companies other than Apple) as dependable customers.</p><p><blockquote>与此同时，你必须明白，在某个时候，苹果将会因为无法获得它想要的所有芯片而感到不安。这一点，再加上该公司已经证实的信念，即它可以自己设计比从第三方芯片制造商那里购买更好的芯片，这就造成了半导体公司失去苹果（最终失去苹果以外的公司）作为可靠客户的长期风险。</blockquote></p><p> In that regard, we note that Bloomberg is reporting today that Apple has begun hiring engineers skilled in building wireless communication chips, with the aim of \"eventually\" replacing suppliers&nbsp;<b>Broadcom</b>&nbsp;and Skyworks with wireless chips Apple designs in-house.</p><p><blockquote>在这方面，我们注意到彭博社今天报道说，苹果已经开始招聘擅长制造无线通信芯片的工程师，目的是“最终”取代供应商<b>Broadcom</b>Skyworks采用苹果内部设计的无线芯片。</blockquote></p><p> Now, you might not think that bad news for Skyworks would necessarily affect companies like AMD and Qualcomm -- and today, Skyworks<i>is</i>in fact faring worse than the others. One reason: A decision by Apple to design its own wireless chips appears to be part of the same story that saw Apple oust&nbsp;<b>Intel</b>&nbsp;as its favored chip supplier&nbsp;last year.</p><p><blockquote>现在，您可能不会认为Skyworks的坏消息一定会影响AMD和高通等公司——而今天，Skyworks<i>是</i>事实上比其他人过得更糟。原因之一：苹果设计自己的无线芯片的决定似乎是导致苹果下台的同一故事的一部分<b>英特尔</b>作为其去年青睐的芯片供应商。</blockquote></p><p> More and more frequently, it appears that Apple -- and eventually other companies -- may be deciding that it's better to design their chips in-house than buy off the shelf. Long term, that's a threat to all dedicated semiconductor companies.</p><p><blockquote>越来越多的情况是，苹果——最终还有其他公司——可能会决定在内部设计芯片比购买现成的芯片更好。从长远来看，这对所有专注的半导体公司都是一个威胁。</blockquote></p><p> And it's why pretty much everyone associated with the chip industry&nbsp;is going down.</p><p><blockquote>这就是为什么几乎所有与芯片行业相关的人都在走下坡路。</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>Why AMD, Qualcomm, and Skyworks Stocks Crashed<blockquote>AMD、高通和Skyworks股价为何暴跌</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy AMD, Qualcomm, and Skyworks Stocks Crashed<blockquote>AMD、高通和Skyworks股价为何暴跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-17 10:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>What happened</b></p><p><blockquote><b>发生了什么</b></blockquote></p><p> It's Thursday, and&nbsp;semiconductor&nbsp;stocks are in a funk. As of 4 p.m. ET, shares of&nbsp;<b>Advanced Micro Devices</b>(NASDAQ:AMD)have already lost 5.37%,&nbsp;<b>Qualcomm</b>(NASDAQ:QCOM)is down 5.88%, and&nbsp;<b>Skyworks Solutions</b>(NASDAQ:SWKS)is taking it particularly hard on the chin -- down 8.47%.</p><p><blockquote>今天是周四，半导体股陷入恐慌。截至下午4点美国东部时间，股份<b>先进微设备公司</b>（纳斯达克：AMD）已经下跌了5.37%，<b>Qualcomm</b>（纳斯达克：QCOM）下跌5.88%，<b>Skyworks解决方案</b>（纳斯达克：SWKS）的表现尤其糟糕，下跌了8.47%。</blockquote></p><p> I blame&nbsp;<b>Apple</b>&nbsp;for all of the above.</p><p><blockquote>我责怪<b>苹果</b>对于以上所有内容。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Investors in chips stocks today have only a choice between bad short-term news and potentially worse long-term news, I fear. In the short term, the bad news is this:</p><p><blockquote>我担心，如今芯片股的投资者只能在糟糕的短期消息和可能更糟糕的长期消息之间做出选择。短期来看，坏消息是这样的：</blockquote></p><p> iPhone 13 smartphones are in short supply this holiday season, according to a report from an analyst at&nbsp;<b>KeyBanc Capital Markets</b>, relayed byThe Fly. Indeed, demand for the devices has outstripped supply since Thanksgiving. And despite reports that&nbsp;things had been getting better earlier this month&nbsp;as the delta COVID-19 pandemic switched over into an omicron COVID-19 pandemic, KeyBanc analyst John Vinh now observes that \"the majority of stores\" he has surveyed report not having&nbsp;<i>any</i>&nbsp;iPhone 13 Pro or Max phones in stock.</p><p><blockquote>根据分析师的报告，iPhone 13智能手机在这个假期供不应求<b>KeyBanc资本市场</b>，由苍蝇接力。事实上，自感恩节以来，对这些设备的需求已经超过了供应。尽管有报道称，本月早些时候，随着三角洲COVID-19大流行转变为奥密克戎COVID-19大流行，情况有所好转，但KeyBanc分析师John Vinh现在观察到，他调查的“大多数商店”报告没有<i>任何</i>iPhone 13 Pro或Max手机有货。</blockquote></p><p> Granted, he concludes that this news is ultimately only neutral for companies including AMD, Qualcomm, and Skyworks that supply chips for Apple devices -- but neutral isn't good. While suppliers can presumably charge Apple premium prices in a time of constrained chip supply, fewer iPhone sales still logically implies fewer chips being sold to build those Apple products.</p><p><blockquote>诚然，他的结论是，这一消息最终只对AMD、高通和Skyworks等为苹果设备供应芯片的公司是中立的，但中立并不好。虽然在芯片供应紧张的情况下，供应商可能会向苹果收取溢价，但iPhone销量减少在逻辑上仍然意味着用于制造这些苹果产品的芯片减少。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p> At the same time, you have to figure that, at some point, Apple is going to get upset at its inability to obtain all the chips it wants. This, combined with the company's already-confirmed belief that it can&nbsp;design better chips itself&nbsp;than it can buy from third-party chipmakers, creates&nbsp;a longer-term risk&nbsp;of semiconductor companies losing Apple (and eventually, companies other than Apple) as dependable customers.</p><p><blockquote>与此同时，你必须明白，在某个时候，苹果将会因为无法获得它想要的所有芯片而感到不安。这一点，再加上该公司已经证实的信念，即它可以自己设计比从第三方芯片制造商那里购买更好的芯片，这就造成了半导体公司失去苹果（最终失去苹果以外的公司）作为可靠客户的长期风险。</blockquote></p><p> In that regard, we note that Bloomberg is reporting today that Apple has begun hiring engineers skilled in building wireless communication chips, with the aim of \"eventually\" replacing suppliers&nbsp;<b>Broadcom</b>&nbsp;and Skyworks with wireless chips Apple designs in-house.</p><p><blockquote>在这方面，我们注意到彭博社今天报道说，苹果已经开始招聘擅长制造无线通信芯片的工程师，目的是“最终”取代供应商<b>Broadcom</b>Skyworks采用苹果内部设计的无线芯片。</blockquote></p><p> Now, you might not think that bad news for Skyworks would necessarily affect companies like AMD and Qualcomm -- and today, Skyworks<i>is</i>in fact faring worse than the others. One reason: A decision by Apple to design its own wireless chips appears to be part of the same story that saw Apple oust&nbsp;<b>Intel</b>&nbsp;as its favored chip supplier&nbsp;last year.</p><p><blockquote>现在，您可能不会认为Skyworks的坏消息一定会影响AMD和高通等公司——而今天，Skyworks<i>是</i>事实上比其他人过得更糟。原因之一：苹果设计自己的无线芯片的决定似乎是导致苹果下台的同一故事的一部分<b>英特尔</b>作为其去年青睐的芯片供应商。</blockquote></p><p> More and more frequently, it appears that Apple -- and eventually other companies -- may be deciding that it's better to design their chips in-house than buy off the shelf. Long term, that's a threat to all dedicated semiconductor companies.</p><p><blockquote>越来越多的情况是，苹果——最终还有其他公司——可能会决定在内部设计芯片比购买现成的芯片更好。从长远来看，这对所有专注的半导体公司都是一个威胁。</blockquote></p><p> And it's why pretty much everyone associated with the chip industry&nbsp;is going down.</p><p><blockquote>这就是为什么几乎所有与芯片行业相关的人都在走下坡路。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/16/why-amd-qualcomm-and-skyworks-stocks-just-crashed/\">Motley Fool</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":{"AMD":"美国超微公司","QCOM":"高通","SWKS":"思佳讯"},"source_url":"https://www.fool.com/investing/2021/12/16/why-amd-qualcomm-and-skyworks-stocks-just-crashed/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156042491","content_text":"What happened\nIt's Thursday, and semiconductor stocks are in a funk. As of 4 p.m. ET, shares of Advanced Micro Devices(NASDAQ:AMD)have already lost 5.37%, Qualcomm(NASDAQ:QCOM)is down 5.88%, and Skyworks Solutions(NASDAQ:SWKS)is taking it particularly hard on the chin -- down 8.47%.\nI blame Apple for all of the above.\nSo what\nInvestors in chips stocks today have only a choice between bad short-term news and potentially worse long-term news, I fear. In the short term, the bad news is this:\niPhone 13 smartphones are in short supply this holiday season, according to a report from an analyst at KeyBanc Capital Markets, relayed byThe Fly. Indeed, demand for the devices has outstripped supply since Thanksgiving. And despite reports that things had been getting better earlier this month as the delta COVID-19 pandemic switched over into an omicron COVID-19 pandemic, KeyBanc analyst John Vinh now observes that \"the majority of stores\" he has surveyed report not having any iPhone 13 Pro or Max phones in stock.\nGranted, he concludes that this news is ultimately only neutral for companies including AMD, Qualcomm, and Skyworks that supply chips for Apple devices -- but neutral isn't good. While suppliers can presumably charge Apple premium prices in a time of constrained chip supply, fewer iPhone sales still logically implies fewer chips being sold to build those Apple products.\nNow what\nAt the same time, you have to figure that, at some point, Apple is going to get upset at its inability to obtain all the chips it wants. This, combined with the company's already-confirmed belief that it can design better chips itself than it can buy from third-party chipmakers, creates a longer-term risk of semiconductor companies losing Apple (and eventually, companies other than Apple) as dependable customers.\nIn that regard, we note that Bloomberg is reporting today that Apple has begun hiring engineers skilled in building wireless communication chips, with the aim of \"eventually\" replacing suppliers Broadcom and Skyworks with wireless chips Apple designs in-house.\nNow, you might not think that bad news for Skyworks would necessarily affect companies like AMD and Qualcomm -- and today, Skyworksisin fact faring worse than the others. One reason: A decision by Apple to design its own wireless chips appears to be part of the same story that saw Apple oust Intel as its favored chip supplier last year.\nMore and more frequently, it appears that Apple -- and eventually other companies -- may be deciding that it's better to design their chips in-house than buy off the shelf. Long term, that's a threat to all dedicated semiconductor companies.\nAnd it's why pretty much everyone associated with the chip industry is going down.","news_type":1,"symbols_score_info":{"QCOM":0.9,"AMD":0.9,"SWKS":0.9}},"isVote":1,"tweetType":1,"viewCount":2636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690969243,"gmtCreate":1639622434972,"gmtModify":1639622435119,"author":{"id":"3582064888282026","authorId":"3582064888282026","name":"OpenMind","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582064888282026","idStr":"3582064888282026"},"themes":[],"htmlText":"seriously ? this post is just pure misleading... go look at why the others have rallied instead of saying this was the reason or sole reason why Nvidia popped.. oh come on...","listText":"seriously ? this post is just pure misleading... go look at why the others have rallied instead of saying this was the reason or sole reason why Nvidia popped.. oh come on...","text":"seriously ? this post is just pure misleading... go look at why the others have rallied instead of saying this was the reason or sole reason why Nvidia popped.. oh come on...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/690969243","repostId":"1139829157","repostType":2,"repost":{"id":"1139829157","kind":"news","pubTimestamp":1639621783,"share":"https://www.laohu8.com/m/news/1139829157?lang=zh_CN&edition=full","pubTime":"2021-12-16 10:29","market":"us","language":"en","title":"Why Nvidia Stock Finally Popped<blockquote>为什么英伟达股票最终上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1139829157","media":"Motley Fool","summary":"What happened\nFor five long days, it looked like Nvidia(NASDAQ:NVDA)stock could do no right-- the sh","content":"<p><b>What happened</b></p><p><blockquote><b>发生了什么</b></blockquote></p><p> For five long days, it looked like&nbsp;<b>Nvidia</b>(NASDAQ:NVDA)stock&nbsp;could do no right-- the share price just kept dropping as investors sought out cheaper ways to play&nbsp;the global semiconductor shortage.</p><p><blockquote>在漫长的五天里，看起来<b>英伟达</b>（纳斯达克：NVDA）股票表现不佳——随着投资者寻找更便宜的方式来应对全球半导体短缺，股价不断下跌。</blockquote></p><p> That ended Wednesday morning when traders latched on to some positive commentary from an analyst at KeyBanc. As of 4 p.m. ET, Nvidia stock was up&nbsp;7.49%.</p><p><blockquote>周三上午，当交易员抓住KeyBanc分析师的一些积极评论时，这种情况结束了。截至美国东部时间下午4点，英伟达股价上涨7.</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> What did KeyBanc analyst John Vinn say to stop the slide? Not a lot, actually -- but apparently, enough.</p><p><blockquote>KeyBanc分析师John Vinn说了什么来阻止下滑？实际上，不是很多，但显然，足够了。</blockquote></p><p> As&nbsp;StreetInsider.com&nbsp;reports, the bank's \"November cloud instance tracker\" is showing strong demand for cloud computing services (and Nvidia's semiconductors help with those). Specifically, \"instances\" of cloud computing services being used grew by 29% year over year in November, and by 6% in comparison to October. The news was best for&nbsp;<b>Microsoft</b>'s(NASDAQ:MSFT)Azure business, and&nbsp;<b>Amazon</b>'s(NASDAQ:AMZN)AWS, both of which grew faster than average year over year.</p><p><blockquote>正如StreetInsider.com报道的那样，该银行的“11月云实例跟踪”显示了对云计算服务的强劲需求（英伟达的半导体在这方面提供了帮助）。具体来说，11月份使用的云计算服务“实例”同比增长29%，与10月份相比增长6%。这个消息最适合<b>微软</b>（纳斯达克：MSFT）的Azure业务，以及<b>亚马逊</b>（纳斯达克股票代码：AMZN）的AWS，两者的同比增长都快于平均水平。</blockquote></p><p> Looking at the chipmakers, KeyBanc was most optimistic about&nbsp;<b>Advanced Micro Devices</b>(NASDAQ:AMD), whose chips largely power Microsoft's Azure, and less so about&nbsp;<b>Intel</b>(NASDAQ:INTC), noting that Intel's processor deployments grew 4% month over month and 22% year over year across all major cloud services providers -- below the averages.</p><p><blockquote>从芯片制造商来看，KeyBanc最看好<b>先进微设备公司</b>（纳斯达克：AMD），其芯片主要为微软的Azure提供动力，而不是<b>英特尔</b>（纳斯达克：INTC）指出，英特尔在所有主要云服务提供商中的处理器部署量环比增长4%，同比增长22%，低于平均水平。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p> And Nvidia? That's the strange thing. According to KeyBanc, the&nbsp;semiconductor&nbsp;company's \"instances\" number grew only 25% year over year -- good, but still below average. And Nvidia's growth was only 1% sequentially from October.</p><p><blockquote>英伟达呢？这就是奇怪的地方。根据KeyBanc的数据，这家半导体公司的“实例”数量同比仅增长25%——不错，但仍低于平均水平。英伟达较10月份环比增长仅为1%。</blockquote></p><p> In the final analysis, KeyBanc declared these results positive for AMD, \"moderately negative\" for Intel, and only neutral for Nvidia. That wasn't great news, but it seems to have been at least enough to stop the sell-off of Nvidia's shares.</p><p><blockquote>归根结底，KeyBanc宣布这些结果对AMD是积极的，对英特尔是“适度负面的”，对英伟达只有中性的。这不是一个好消息，但似乎至少足以阻止英伟达股票的抛售。</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>Why Nvidia Stock Finally Popped<blockquote>为什么英伟达股票最终上涨</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Nvidia Stock Finally Popped<blockquote>为什么英伟达股票最终上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-16 10:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>What happened</b></p><p><blockquote><b>发生了什么</b></blockquote></p><p> For five long days, it looked like&nbsp;<b>Nvidia</b>(NASDAQ:NVDA)stock&nbsp;could do no right-- the share price just kept dropping as investors sought out cheaper ways to play&nbsp;the global semiconductor shortage.</p><p><blockquote>在漫长的五天里，看起来<b>英伟达</b>（纳斯达克：NVDA）股票表现不佳——随着投资者寻找更便宜的方式来应对全球半导体短缺，股价不断下跌。</blockquote></p><p> That ended Wednesday morning when traders latched on to some positive commentary from an analyst at KeyBanc. As of 4 p.m. ET, Nvidia stock was up&nbsp;7.49%.</p><p><blockquote>周三上午，当交易员抓住KeyBanc分析师的一些积极评论时，这种情况结束了。截至美国东部时间下午4点，英伟达股价上涨7.</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> What did KeyBanc analyst John Vinn say to stop the slide? Not a lot, actually -- but apparently, enough.</p><p><blockquote>KeyBanc分析师John Vinn说了什么来阻止下滑？实际上，不是很多，但显然，足够了。</blockquote></p><p> As&nbsp;StreetInsider.com&nbsp;reports, the bank's \"November cloud instance tracker\" is showing strong demand for cloud computing services (and Nvidia's semiconductors help with those). Specifically, \"instances\" of cloud computing services being used grew by 29% year over year in November, and by 6% in comparison to October. The news was best for&nbsp;<b>Microsoft</b>'s(NASDAQ:MSFT)Azure business, and&nbsp;<b>Amazon</b>'s(NASDAQ:AMZN)AWS, both of which grew faster than average year over year.</p><p><blockquote>正如StreetInsider.com报道的那样，该银行的“11月云实例跟踪”显示了对云计算服务的强劲需求（英伟达的半导体在这方面提供了帮助）。具体来说，11月份使用的云计算服务“实例”同比增长29%，与10月份相比增长6%。这个消息最适合<b>微软</b>（纳斯达克：MSFT）的Azure业务，以及<b>亚马逊</b>（纳斯达克股票代码：AMZN）的AWS，两者的同比增长都快于平均水平。</blockquote></p><p> Looking at the chipmakers, KeyBanc was most optimistic about&nbsp;<b>Advanced Micro Devices</b>(NASDAQ:AMD), whose chips largely power Microsoft's Azure, and less so about&nbsp;<b>Intel</b>(NASDAQ:INTC), noting that Intel's processor deployments grew 4% month over month and 22% year over year across all major cloud services providers -- below the averages.</p><p><blockquote>从芯片制造商来看，KeyBanc最看好<b>先进微设备公司</b>（纳斯达克：AMD），其芯片主要为微软的Azure提供动力，而不是<b>英特尔</b>（纳斯达克：INTC）指出，英特尔在所有主要云服务提供商中的处理器部署量环比增长4%，同比增长22%，低于平均水平。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p> And Nvidia? That's the strange thing. According to KeyBanc, the&nbsp;semiconductor&nbsp;company's \"instances\" number grew only 25% year over year -- good, but still below average. And Nvidia's growth was only 1% sequentially from October.</p><p><blockquote>英伟达呢？这就是奇怪的地方。根据KeyBanc的数据，这家半导体公司的“实例”数量同比仅增长25%——不错，但仍低于平均水平。英伟达较10月份环比增长仅为1%。</blockquote></p><p> In the final analysis, KeyBanc declared these results positive for AMD, \"moderately negative\" for Intel, and only neutral for Nvidia. That wasn't great news, but it seems to have been at least enough to stop the sell-off of Nvidia's shares.</p><p><blockquote>归根结底，KeyBanc宣布这些结果对AMD是积极的，对英特尔是“适度负面的”，对英伟达只有中性的。这不是一个好消息，但似乎至少足以阻止英伟达股票的抛售。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/15/why-nvidia-stock-finally-popped-today/\">Motley Fool</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":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/12/15/why-nvidia-stock-finally-popped-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139829157","content_text":"What happened\nFor five long days, it looked like Nvidia(NASDAQ:NVDA)stock could do no right-- the share price just kept dropping as investors sought out cheaper ways to play the global semiconductor shortage.\nThat ended Wednesday morning when traders latched on to some positive commentary from an analyst at KeyBanc. As of 4 p.m. ET, Nvidia stock was up 7.49%.\nSo what\nWhat did KeyBanc analyst John Vinn say to stop the slide? Not a lot, actually -- but apparently, enough.\nAs StreetInsider.com reports, the bank's \"November cloud instance tracker\" is showing strong demand for cloud computing services (and Nvidia's semiconductors help with those). Specifically, \"instances\" of cloud computing services being used grew by 29% year over year in November, and by 6% in comparison to October. The news was best for Microsoft's(NASDAQ:MSFT)Azure business, and Amazon's(NASDAQ:AMZN)AWS, both of which grew faster than average year over year.\nLooking at the chipmakers, KeyBanc was most optimistic about Advanced Micro Devices(NASDAQ:AMD), whose chips largely power Microsoft's Azure, and less so about Intel(NASDAQ:INTC), noting that Intel's processor deployments grew 4% month over month and 22% year over year across all major cloud services providers -- below the averages.\nNow what\nAnd Nvidia? That's the strange thing. According to KeyBanc, the semiconductor company's \"instances\" number grew only 25% year over year -- good, but still below average. And Nvidia's growth was only 1% sequentially from October.\nIn the final analysis, KeyBanc declared these results positive for AMD, \"moderately negative\" for Intel, and only neutral for Nvidia. That wasn't great news, but it seems to have been at least enough to stop the sell-off of Nvidia's shares.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":2502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877242840,"gmtCreate":1637938733099,"gmtModify":1637938733099,"author":{"id":"3582064888282026","authorId":"3582064888282026","name":"OpenMind","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582064888282026","idStr":"3582064888282026"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a> If sales was good during pandemic, what is a new variant? sales will continue to be good..","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$NVIDIA Corp(NVDA)$</a> If sales was good during pandemic, what is a new variant? sales will continue to be good..","text":"$NVIDIA Corp(NVDA)$ If sales was good during pandemic, what is a new variant? sales will continue to be good..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/877242840","isVote":1,"tweetType":1,"viewCount":1281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877125335,"gmtCreate":1637900884211,"gmtModify":1637900884211,"author":{"id":"3582064888282026","authorId":"3582064888282026","name":"OpenMind","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582064888282026","idStr":"3582064888282026"},"themes":[],"htmlText":"Which analyst have correctly forecasted S&amp;p before ?&nbsp;","listText":"Which analyst have correctly forecasted S&amp;p before ?&nbsp;","text":"Which analyst have correctly forecasted S&p before ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/877125335","repostId":"1144144013","repostType":2,"isVote":1,"tweetType":1,"viewCount":1206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871117196,"gmtCreate":1637036229542,"gmtModify":1637036229542,"author":{"id":"3582064888282026","authorId":"3582064888282026","name":"OpenMind","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582064888282026","idStr":"3582064888282026"},"themes":[],"htmlText":"Lol… how many years have people mentioned about overvalue stocks, which eventually ended up exceeding expectations … he should be a business owner…&nbsp;","listText":"Lol… how many years have people mentioned about overvalue stocks, which eventually ended up exceeding expectations … he should be a business owner…&nbsp;","text":"Lol… how many years have people mentioned about overvalue stocks, which eventually ended up exceeding expectations … he should be a business owner…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/871117196","repostId":"1116429379","repostType":2,"repost":{"id":"1116429379","kind":"news","pubTimestamp":1637033648,"share":"https://www.laohu8.com/m/news/1116429379?lang=zh_CN&edition=full","pubTime":"2021-11-16 11:34","market":"us","language":"en","title":"Sell AAPL? Why This Expert Sees Apple Stock Dipping 12%<blockquote>出售苹果公司？为什么这位专家认为苹果股价下跌12%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1116429379","media":"Thestreet","summary":"As Apple stock(AAPL) continues to hover around $150 apiece, one of the few skeptics on Wall Street h","content":"<p>As Apple stock(<b>AAPL</b>)&nbsp;continues to hover around $150 apiece, one of the few skeptics on Wall Street has just published his most updated report. In it, he reinforced the idea that AAPL should be worth only $132, suggesting that shares have 12% of downside risk from here.</p><p><blockquote>作为苹果股票(<b>AAPL</b>）继续徘徊在150美元左右，华尔街为数不多的怀疑论者之一刚刚发布了他的最新报告。在其中，他强化了AAPL的价值应该仅为132美元的观点，表明其股价从现在开始有12%的下行风险。</blockquote></p><p> Today, the Apple Maven revisits Bernstein’s Toni Sacconaghi’s mildly bearish case.</p><p><blockquote>今天，这位苹果专家重温了Bernstein的托尼·萨科纳吉(Toni Sacconaghi)温和悲观的观点。</blockquote></p><p> The not-so-bullish case</p><p><blockquote>不那么乐观的情况</blockquote></p><p> Mr. Sacconaghi has been cautious of AAPL since he&nbsp;downgraded&nbsp;the stock to neutral, in February 2018. The timing of his move did not prove to be the best, as Apple shares have climbed a whopping 285% in less than four years against the S&amp;P 500’s 85% gains. However, the analyst has also helped AAPL investors think of the devil’s advocate argument.</p><p><blockquote>自2018年2月将AAPL股票评级下调至中性以来，萨科纳吉先生一直对该股持谨慎态度。事实证明，他此举的时机并不是最好的，因为苹果股价在不到四年的时间里上涨了285%，而标普500的涨幅为85%。然而，这位分析师也帮助苹果公司投资者思考了魔鬼代言人的论点。</blockquote></p><p> In August, I&nbsp;reviewed Bernstein’s thesis&nbsp;in more detail. For the short term, the bank’s research team was concerned that Apple stock had climbed too fast in the first half of the year, ahead of a set of earnings seasons in which Apple would face tough comps.</p><p><blockquote>8月，我更详细地回顾了伯恩斯坦的论文。短期而言，该银行的研究团队担心苹果股价在今年上半年上涨过快，而苹果将在一系列财报季中面临严峻的竞争。</blockquote></p><p> Also, Toni has mentioned valuations as a key risk. While he believes that AAPL should be valued at a higher multiple than the S&amp;P 500, the analyst questions how much is too much. Bernstein’s target P/E of 25 times is one to two turns lower than where the multiple is today.</p><p><blockquote>此外，托尼提到估值是一个关键风险。虽然他认为苹果公司的估值应该高于标普500，但分析师质疑多少才算过高。伯恩斯坦的目标市盈率为25倍，比目前的市盈率低一到两倍。</blockquote></p><p> Add App Store to the list</p><p><blockquote>将App Store添加到列表</blockquote></p><p> Now, the analyst has&nbsp;added&nbsp;one item to the list of worries: the App Store. Sacconaghi pointed out that a recent court loss will likely mean that payments will be allowed to be made outside the App Store platform in the US, starting as early as next month.</p><p><blockquote>现在，这位分析师在担忧清单上增加了一项：应用商店。萨科纳吉指出，最近的法庭败诉可能意味着最早从下个月开始，美国将允许在App Store平台之外进行支付。</blockquote></p><p> Bernstein’s expert has done the math. He estimates that nearly one-third of App Store revenues come from the United States. If the App Store accounts for 6% and 15% of total company sales and op profits, respectively, the payment issue could impact 2% of Apple’s revenues and 5% of op profits per year.</p><p><blockquote>伯恩斯坦的专家已经计算过了。他估计，App Store近三分之一的收入来自美国。如果App Store分别占公司总销售额和op利润的6%和15%，那么支付问题可能会影响苹果每年2%的收入和5%的op利润。</blockquote></p><p> Apple Maven’s take</p><p><blockquote>苹果·梅文的看法</blockquote></p><p> Regarding Toni’s earlier concerns, I believe that the risks have decreased substantially since AAPL peaked, in early September. Since then, investors have had time to fully embrace the more challenging late 2021-to-early 2022 period of tough comps and supply chain constraints.As I mentioned not long ago, valuations have de-risked to more reasonable levels.</p><p><blockquote>关于托尼之前的担忧，我认为自AAPL于9月初见顶以来，风险已大幅降低。从那时起，投资者有时间充分迎接2021年底至2022年初更具挑战性的艰难竞争和供应链限制时期。正如我不久前提到的，估值已经降低到更合理的水平。</blockquote></p><p> Regarding the App Store, I have slowly&nbsp;shifted from more to less concerned&nbsp;about the financial impact. Morgan Stanley’s Katy Huberty has argued that App Store policy changes could shave a maximum of 1% or 2% of Apple’s EPS, which is not much at all.</p><p><blockquote>关于App Store，我已经慢慢地从更关心财务影响转向不太关心。Morgan Stanley的Katy Huberty认为，应用商店政策的变化最多可能会使苹果的每股收益减少1%或2%，这并不多。</blockquote></p><p> Even Sacconaghi’s estimates of the financial risk only represents the worst-case scenario. In reality, much less than 2% of Apple’s revenues and 5% of op profits will likely end up being cut as a result of the App Store’s payment changes, as many users will continue to choose Apple as their payment platform of choice.</p><p><blockquote>即使是萨科纳吉对金融风险的估计也只代表了最坏的情况。事实上，由于App Store的支付变化，苹果收入的2%和运营利润的5%可能最终会被削减，因为许多用户将继续选择苹果作为他们的首选支付平台。</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>Sell AAPL? Why This Expert Sees Apple Stock Dipping 12%<blockquote>出售苹果公司？为什么这位专家认为苹果股价下跌12%</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\">\nSell AAPL? Why This Expert Sees Apple Stock Dipping 12%<blockquote>出售苹果公司？为什么这位专家认为苹果股价下跌12%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Thestreet</strong><span class=\"h-time small\">2021-11-16 11:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p>As Apple stock(<b>AAPL</b>)&nbsp;continues to hover around $150 apiece, one of the few skeptics on Wall Street has just published his most updated report. In it, he reinforced the idea that AAPL should be worth only $132, suggesting that shares have 12% of downside risk from here.</p><p><blockquote>作为苹果股票(<b>AAPL</b>）继续徘徊在150美元左右，华尔街为数不多的怀疑论者之一刚刚发布了他的最新报告。在其中，他强化了AAPL的价值应该仅为132美元的观点，表明其股价从现在开始有12%的下行风险。</blockquote></p><p> Today, the Apple Maven revisits Bernstein’s Toni Sacconaghi’s mildly bearish case.</p><p><blockquote>今天，这位苹果专家重温了Bernstein的托尼·萨科纳吉(Toni Sacconaghi)温和悲观的观点。</blockquote></p><p> The not-so-bullish case</p><p><blockquote>不那么乐观的情况</blockquote></p><p> Mr. Sacconaghi has been cautious of AAPL since he&nbsp;downgraded&nbsp;the stock to neutral, in February 2018. The timing of his move did not prove to be the best, as Apple shares have climbed a whopping 285% in less than four years against the S&amp;P 500’s 85% gains. However, the analyst has also helped AAPL investors think of the devil’s advocate argument.</p><p><blockquote>自2018年2月将AAPL股票评级下调至中性以来，萨科纳吉先生一直对该股持谨慎态度。事实证明，他此举的时机并不是最好的，因为苹果股价在不到四年的时间里上涨了285%，而标普500的涨幅为85%。然而，这位分析师也帮助苹果公司投资者思考了魔鬼代言人的论点。</blockquote></p><p> In August, I&nbsp;reviewed Bernstein’s thesis&nbsp;in more detail. For the short term, the bank’s research team was concerned that Apple stock had climbed too fast in the first half of the year, ahead of a set of earnings seasons in which Apple would face tough comps.</p><p><blockquote>8月，我更详细地回顾了伯恩斯坦的论文。短期而言，该银行的研究团队担心苹果股价在今年上半年上涨过快，而苹果将在一系列财报季中面临严峻的竞争。</blockquote></p><p> Also, Toni has mentioned valuations as a key risk. While he believes that AAPL should be valued at a higher multiple than the S&amp;P 500, the analyst questions how much is too much. Bernstein’s target P/E of 25 times is one to two turns lower than where the multiple is today.</p><p><blockquote>此外，托尼提到估值是一个关键风险。虽然他认为苹果公司的估值应该高于标普500，但分析师质疑多少才算过高。伯恩斯坦的目标市盈率为25倍，比目前的市盈率低一到两倍。</blockquote></p><p> Add App Store to the list</p><p><blockquote>将App Store添加到列表</blockquote></p><p> Now, the analyst has&nbsp;added&nbsp;one item to the list of worries: the App Store. Sacconaghi pointed out that a recent court loss will likely mean that payments will be allowed to be made outside the App Store platform in the US, starting as early as next month.</p><p><blockquote>现在，这位分析师在担忧清单上增加了一项：应用商店。萨科纳吉指出，最近的法庭败诉可能意味着最早从下个月开始，美国将允许在App Store平台之外进行支付。</blockquote></p><p> Bernstein’s expert has done the math. He estimates that nearly one-third of App Store revenues come from the United States. If the App Store accounts for 6% and 15% of total company sales and op profits, respectively, the payment issue could impact 2% of Apple’s revenues and 5% of op profits per year.</p><p><blockquote>伯恩斯坦的专家已经计算过了。他估计，App Store近三分之一的收入来自美国。如果App Store分别占公司总销售额和op利润的6%和15%，那么支付问题可能会影响苹果每年2%的收入和5%的op利润。</blockquote></p><p> Apple Maven’s take</p><p><blockquote>苹果·梅文的看法</blockquote></p><p> Regarding Toni’s earlier concerns, I believe that the risks have decreased substantially since AAPL peaked, in early September. Since then, investors have had time to fully embrace the more challenging late 2021-to-early 2022 period of tough comps and supply chain constraints.As I mentioned not long ago, valuations have de-risked to more reasonable levels.</p><p><blockquote>关于托尼之前的担忧，我认为自AAPL于9月初见顶以来，风险已大幅降低。从那时起，投资者有时间充分迎接2021年底至2022年初更具挑战性的艰难竞争和供应链限制时期。正如我不久前提到的，估值已经降低到更合理的水平。</blockquote></p><p> Regarding the App Store, I have slowly&nbsp;shifted from more to less concerned&nbsp;about the financial impact. Morgan Stanley’s Katy Huberty has argued that App Store policy changes could shave a maximum of 1% or 2% of Apple’s EPS, which is not much at all.</p><p><blockquote>关于App Store，我已经慢慢地从更关心财务影响转向不太关心。Morgan Stanley的Katy Huberty认为，应用商店政策的变化最多可能会使苹果的每股收益减少1%或2%，这并不多。</blockquote></p><p> Even Sacconaghi’s estimates of the financial risk only represents the worst-case scenario. In reality, much less than 2% of Apple’s revenues and 5% of op profits will likely end up being cut as a result of the App Store’s payment changes, as many users will continue to choose Apple as their payment platform of choice.</p><p><blockquote>即使是萨科纳吉对金融风险的估计也只代表了最坏的情况。事实上，由于App Store的支付变化，苹果收入的2%和运营利润的5%可能最终会被削减，因为许多用户将继续选择苹果作为他们的首选支付平台。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/apple/stock/sell-aapl-why-this-expert-sees-apple-stock-dipping-12\">Thestreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/stock/sell-aapl-why-this-expert-sees-apple-stock-dipping-12","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116429379","content_text":"As Apple stock(AAPL) continues to hover around $150 apiece, one of the few skeptics on Wall Street has just published his most updated report. In it, he reinforced the idea that AAPL should be worth only $132, suggesting that shares have 12% of downside risk from here.\nToday, the Apple Maven revisits Bernstein’s Toni Sacconaghi’s mildly bearish case.\nThe not-so-bullish case\nMr. Sacconaghi has been cautious of AAPL since he downgraded the stock to neutral, in February 2018. The timing of his move did not prove to be the best, as Apple shares have climbed a whopping 285% in less than four years against the S&P 500’s 85% gains. However, the analyst has also helped AAPL investors think of the devil’s advocate argument.\nIn August, I reviewed Bernstein’s thesis in more detail. For the short term, the bank’s research team was concerned that Apple stock had climbed too fast in the first half of the year, ahead of a set of earnings seasons in which Apple would face tough comps.\nAlso, Toni has mentioned valuations as a key risk. While he believes that AAPL should be valued at a higher multiple than the S&P 500, the analyst questions how much is too much. Bernstein’s target P/E of 25 times is one to two turns lower than where the multiple is today.\nAdd App Store to the list\nNow, the analyst has added one item to the list of worries: the App Store. Sacconaghi pointed out that a recent court loss will likely mean that payments will be allowed to be made outside the App Store platform in the US, starting as early as next month.\nBernstein’s expert has done the math. He estimates that nearly one-third of App Store revenues come from the United States. If the App Store accounts for 6% and 15% of total company sales and op profits, respectively, the payment issue could impact 2% of Apple’s revenues and 5% of op profits per year.\nApple Maven’s take\nRegarding Toni’s earlier concerns, I believe that the risks have decreased substantially since AAPL peaked, in early September. Since then, investors have had time to fully embrace the more challenging late 2021-to-early 2022 period of tough comps and supply chain constraints.As I mentioned not long ago, valuations have de-risked to more reasonable levels.\nRegarding the App Store, I have slowly shifted from more to less concerned about the financial impact. Morgan Stanley’s Katy Huberty has argued that App Store policy changes could shave a maximum of 1% or 2% of Apple’s EPS, which is not much at all.\nEven Sacconaghi’s estimates of the financial risk only represents the worst-case scenario. In reality, much less than 2% of Apple’s revenues and 5% of op profits will likely end up being cut as a result of the App Store’s payment changes, as many users will continue to choose Apple as their payment platform of choice.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":686,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":814906053,"gmtCreate":1630735776972,"gmtModify":1632906099189,"author":{"id":"3582064888282026","authorId":"3582064888282026","name":"OpenMind","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582064888282026","idStr":"3582064888282026"},"themes":[],"htmlText":"Dividend is not bad, sell now you lose everything. If you thinking of changing counters means your next stock might be just riding on consumer consensus. Which might result in your same situation as SS buying high, sell low.&nbsp;","listText":"Dividend is not bad, sell now you lose everything. If you thinking of changing counters means your next stock might be just riding on consumer consensus. Which might result in your same situation as SS buying high, sell low.&nbsp;","text":"Dividend is not bad, sell now you lose everything. If you thinking of changing counters means your next stock might be just riding on consumer consensus. Which might result in your same situation as SS buying high, sell low.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/814906053","isVote":1,"tweetType":1,"viewCount":372,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274764464497","authorId":"3479274764464497","name":"duduwang2002","avatar":"https://static.tigerbbs.com/ee5d46ab3f0936740d92002b5f83c9a7","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274764464497","idStr":"3479274764464497"},"content":"选定股票还是要有点恒心和毅力的，只要表现不是太糟糕，不大好轻易转换阵地或更换选择","text":"选定股票还是要有点恒心和毅力的，只要表现不是太糟糕，不大好轻易转换阵地或更换选择","html":"选定股票还是要有点恒心和毅力的，只要表现不是太糟糕，不大好轻易转换阵地或更换选择"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":602332603,"gmtCreate":1638970523622,"gmtModify":1638970523718,"author":{"id":"3582064888282026","authorId":"3582064888282026","name":"OpenMind","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582064888282026","idStr":"3582064888282026"},"themes":[],"htmlText":"How did it valuate $1580? 5 years from now? With so many negative news and it’s increasing the price ? Hmmm trade with caution people… if someone states to hold at $1k …price will go down ….&nbsp;","listText":"How did it valuate $1580? 5 years from now? With so many negative news and it’s increasing the price ? Hmmm trade with caution people… if someone states to hold at $1k …price will go down ….&nbsp;","text":"How did it valuate $1580? 5 years from now? With so many negative news and it’s increasing the price ? Hmmm trade with caution people… if someone states to hold at $1k …price will go down ….","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/602332603","repostId":"1151922226","repostType":2,"repost":{"id":"1151922226","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":1638970132,"share":"https://www.laohu8.com/m/news/1151922226?lang=zh_CN&edition=full","pubTime":"2021-12-08 21:28","market":"us","language":"en","title":"New Street Research raised Tesla's target price to $1580, the highest price on Wall Street<blockquote>New Street Research将特斯拉目标价上调至1580美元，为华尔街最高价</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1151922226","media":"Tiger Newspress","summary":"Tesla shares changed from decline to rise in premarket trading after New Street Research raised Tesl","content":"<p>Tesla shares changed from decline to rise&nbsp;in premarket trading&nbsp;after&nbsp;New Street Research raised Tesla's target price to $1580, the highest price on Wall Street.</p><p><blockquote>在New Street Research将特斯拉目标价上调至华尔街最高价1580美元后，特斯拉股价在盘前交易中由跌转涨。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1f80f033625e9027d5042d14fb5202da\" tg-width=\"851\" tg-height=\"617\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> New Street Research boosts its price target on Tesla&nbsp;to $1,580 to mark a new Street high.</p><p><blockquote>New Street Research将特斯拉的目标价提高至1,580美元，创下华尔街新高。</blockquote></p><p> Analyst Pierre Ferragu and team point to multiple strong catalysts for Tesla&nbsp;in looking ahead to 2022. Tesla&nbsp;is seen ending this year with an annualized production run-rate of well above 1M units and being likely to deliver a strong Q4 earnings beat. Production out of Berlin and Texas is anticipated to ramp during the year to help the automaker hit 1.5M total deliveries vs. 1.4M consensus and margins are seen cracking the 30% level by the end of the year, despite the ramp of the two factories. Further manufacturing efficiency improvements could help in that regard.</p><p><blockquote>分析师Pierre Ferragu和团队指出了特斯拉展望2022年的多种强劲催化剂。预计特斯拉今年年底的年化产量将远高于100万辆，并且第四季度的盈利可能会强劲增长。柏林和德克萨斯州的产量预计将在今年增加，以帮助该汽车制造商的总交付量达到150万辆，而市场普遍预期为140万辆，尽管这两家工厂有所增加，但到今年年底，利润率预计将突破30%的水平。进一步提高制造效率可能会在这方面有所帮助。</blockquote></p><p> Expect to hear more 4680 talk with Tesla in the year ahead. \"We expect 4680 production to be in full swing by year end and grow rapidly from there, and new sites to break ground in order to maintain ~50% annual growth,\" previews Ferragu.</p><p><blockquote>期待在未来一年听到更多4680与特斯拉的对话。“我们预计4680的生产将在年底前全面展开，并在此基础上快速增长，新工厂也将破土动工，以保持约50%的年增长率，”Ferragu预览道。</blockquote></p><p> New Street Research's price target of $1,580 is based on TSLA trading comfortably at the higher end of the 50X to 100X P/E range. The PT reps right at 50% upside for Tesla&nbsp;from yesterday's closing price and is well in front of the all-time high of $1,243.49.</p><p><blockquote>New Street Research的目标价为1,580美元，基于TSLA的交易价格舒适地处于50倍至100倍市盈率范围的高端。特斯拉的PT代表较昨天的收盘价上涨了50%，远高于1,243.49美元的历史高点。</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>New Street Research raised Tesla's target price to $1580, the highest price on Wall Street<blockquote>New Street Research将特斯拉目标价上调至1580美元，为华尔街最高价</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\">\nNew Street Research raised Tesla's target price to $1580, the highest price on Wall Street<blockquote>New Street Research将特斯拉目标价上调至1580美元，为华尔街最高价</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\">2021-12-08 21:28</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Tesla shares changed from decline to rise&nbsp;in premarket trading&nbsp;after&nbsp;New Street Research raised Tesla's target price to $1580, the highest price on Wall Street.</p><p><blockquote>在New Street Research将特斯拉目标价上调至华尔街最高价1580美元后，特斯拉股价在盘前交易中由跌转涨。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1f80f033625e9027d5042d14fb5202da\" tg-width=\"851\" tg-height=\"617\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> New Street Research boosts its price target on Tesla&nbsp;to $1,580 to mark a new Street high.</p><p><blockquote>New Street Research将特斯拉的目标价提高至1,580美元，创下华尔街新高。</blockquote></p><p> Analyst Pierre Ferragu and team point to multiple strong catalysts for Tesla&nbsp;in looking ahead to 2022. Tesla&nbsp;is seen ending this year with an annualized production run-rate of well above 1M units and being likely to deliver a strong Q4 earnings beat. Production out of Berlin and Texas is anticipated to ramp during the year to help the automaker hit 1.5M total deliveries vs. 1.4M consensus and margins are seen cracking the 30% level by the end of the year, despite the ramp of the two factories. Further manufacturing efficiency improvements could help in that regard.</p><p><blockquote>分析师Pierre Ferragu和团队指出了特斯拉展望2022年的多种强劲催化剂。预计特斯拉今年年底的年化产量将远高于100万辆，并且第四季度的盈利可能会强劲增长。柏林和德克萨斯州的产量预计将在今年增加，以帮助该汽车制造商的总交付量达到150万辆，而市场普遍预期为140万辆，尽管这两家工厂有所增加，但到今年年底，利润率预计将突破30%的水平。进一步提高制造效率可能会在这方面有所帮助。</blockquote></p><p> Expect to hear more 4680 talk with Tesla in the year ahead. \"We expect 4680 production to be in full swing by year end and grow rapidly from there, and new sites to break ground in order to maintain ~50% annual growth,\" previews Ferragu.</p><p><blockquote>期待在未来一年听到更多4680与特斯拉的对话。“我们预计4680的生产将在年底前全面展开，并在此基础上快速增长，新工厂也将破土动工，以保持约50%的年增长率，”Ferragu预览道。</blockquote></p><p> New Street Research's price target of $1,580 is based on TSLA trading comfortably at the higher end of the 50X to 100X P/E range. The PT reps right at 50% upside for Tesla&nbsp;from yesterday's closing price and is well in front of the all-time high of $1,243.49.</p><p><blockquote>New Street Research的目标价为1,580美元，基于TSLA的交易价格舒适地处于50倍至100倍市盈率范围的高端。特斯拉的PT代表较昨天的收盘价上涨了50%，远高于1,243.49美元的历史高点。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151922226","content_text":"Tesla shares changed from decline to rise in premarket trading after New Street Research raised Tesla's target price to $1580, the highest price on Wall Street.\n\nNew Street Research boosts its price target on Tesla to $1,580 to mark a new Street high.\nAnalyst Pierre Ferragu and team point to multiple strong catalysts for Tesla in looking ahead to 2022. Tesla is seen ending this year with an annualized production run-rate of well above 1M units and being likely to deliver a strong Q4 earnings beat. Production out of Berlin and Texas is anticipated to ramp during the year to help the automaker hit 1.5M total deliveries vs. 1.4M consensus and margins are seen cracking the 30% level by the end of the year, despite the ramp of the two factories. Further manufacturing efficiency improvements could help in that regard.\nExpect to hear more 4680 talk with Tesla in the year ahead. \"We expect 4680 production to be in full swing by year end and grow rapidly from there, and new sites to break ground in order to maintain ~50% annual growth,\" previews Ferragu.\nNew Street Research's price target of $1,580 is based on TSLA trading comfortably at the higher end of the 50X to 100X P/E range. The PT reps right at 50% upside for Tesla from yesterday's closing price and is well in front of the all-time high of $1,243.49.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842068632,"gmtCreate":1636121084873,"gmtModify":1636121096353,"author":{"id":"3582064888282026","authorId":"3582064888282026","name":"OpenMind","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582064888282026","idStr":"3582064888282026"},"themes":[],"htmlText":"Market just start, still have lots of opportunity to close in green :) Chinese New Year coming, many people will buy new cars","listText":"Market just start, still have lots of opportunity to close in green :) Chinese New Year coming, many people will buy new cars","text":"Market just start, still have lots of opportunity to close in green :) Chinese New Year coming, many people will buy new cars","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/842068632","repostId":"1151272699","repostType":4,"repost":{"id":"1151272699","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":1636119828,"share":"https://www.laohu8.com/m/news/1151272699?lang=zh_CN&edition=full","pubTime":"2021-11-05 21:43","market":"us","language":"en","title":"EV stocks dipped in morning trading<blockquote>电动汽车股早盘下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1151272699","media":"Tiger Newspress","summary":"EV stocks dipped in morning trading.Tesla,Nio,Xpeng Motors,Li Auto,Nikola,Niu Technologies,Lucid and","content":"<p>EV stocks dipped in morning trading.Tesla,Nio,Xpeng Motors,Li Auto,Nikola,Niu Technologies,Lucid&nbsp;and&nbsp;Lordstown&nbsp;fell 0.6% and 9%.</p><p><blockquote>电动汽车股早盘下跌。特斯拉、蔚来、小鹏汽车、理想汽车、尼古拉、小牛电动、Lucid和洛兹敦分别下跌0.6%和9%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3036f15ab386c25977cf2802135fe80f\" tg-width=\"409\" tg-height=\"719\" 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>EV stocks dipped in morning trading<blockquote>电动汽车股早盘下跌</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV stocks dipped in morning trading<blockquote>电动汽车股早盘下跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-11-05 21:43</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>EV stocks dipped in morning trading.Tesla,Nio,Xpeng Motors,Li Auto,Nikola,Niu Technologies,Lucid&nbsp;and&nbsp;Lordstown&nbsp;fell 0.6% and 9%.</p><p><blockquote>电动汽车股早盘下跌。特斯拉、蔚来、小鹏汽车、理想汽车、尼古拉、小牛电动、Lucid和洛兹敦分别下跌0.6%和9%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3036f15ab386c25977cf2802135fe80f\" tg-width=\"409\" tg-height=\"719\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151272699","content_text":"EV stocks dipped in morning trading.Tesla,Nio,Xpeng Motors,Li Auto,Nikola,Niu Technologies,Lucid and Lordstown fell 0.6% and 9%.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}