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2021-05-24

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IPO Previews For The Week<blockquote>本周IPO预览</blockquote>

2021-09-19

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2021-05-25

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2021-09-08

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2021-06-02

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2021-05-04

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2021-11-27

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Amazon faces Black Friday strikes by workers across Europe<blockquote>亚马逊面临欧洲各地工人的黑色星期五罢工</blockquote>

2021-05-28

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2021-12-04

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3 High Growth Stocks To Buy In The Pullback<blockquote>回调中值得买入的3只高增长股票</blockquote>

2021-05-15

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Why AMC Entertainment Stock Jumped Again Friday<blockquote>为什么AMC院线股价周五再次上涨</blockquote>

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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>Nikola Shares Bucked the Trend and Rose 2%<blockquote>Nikola股价逆势上涨2%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNikola Shares Bucked the Trend and Rose 2%<blockquote>Nikola股价逆势上涨2%</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\">2021-12-28 22:36</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Nikola shares bucked the trend and rose 2%&nbsp;in morning trading.</p><p><blockquote>Nikola股价早盘逆势上涨2%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5f3c35d08a6395edd1f057c04feba04e\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127826550","content_text":"Nikola shares bucked the trend and rose 2% in morning trading.","news_type":1,"symbols_score_info":{"NKLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2799,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698719287,"gmtCreate":1640535138824,"gmtModify":1640535139022,"author":{"id":"3582600581738317","authorId":"3582600581738317","name":"andrewshum","avatar":"https://static.tigerbbs.com/3a4a9224853eb7bf5293363b761f6ba1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582600581738317","idStr":"3582600581738317"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698719287","repostId":"1100809123","repostType":4,"repost":{"id":"1100809123","kind":"news","pubTimestamp":1640484960,"share":"https://www.laohu8.com/m/news/1100809123?lang=zh_CN&edition=full","pubTime":"2021-12-26 10:16","market":"us","language":"en","title":"Why Twilio Stock Is Still Slumping<blockquote>为什么Twilio股价仍在暴跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1100809123","media":"InvestorPlace","summary":"Twilio(NYSE:TWLO) is having a tough time pulling back from the tech wreck of 2021. The cloud communi","content":"<p><div> Twilio(NYSE:TWLO) is having a tough time pulling back from the tech wreck of 2021. The cloud communications platform as a service posted strong quarterly results. Active customer accounts grew. ...</p><p><blockquote><div>Twilio（纽约证券交易所股票代码：TWLO）正在艰难地从2021年的科技灾难中恢复过来。云通信平台即服务公布了强劲的季度业绩。活跃客户账户增长。...</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/why-twilio-stock-is-still-slumping/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/why-twilio-stock-is-still-slumping/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","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 Twilio Stock Is Still Slumping<blockquote>为什么Twilio股价仍在暴跌</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 Twilio Stock Is Still Slumping<blockquote>为什么Twilio股价仍在暴跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2021-12-26 10:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Twilio(NYSE:TWLO) is having a tough time pulling back from the tech wreck of 2021. The cloud communications platform as a service posted strong quarterly results. Active customer accounts grew. ...</p><p><blockquote><div>Twilio（纽约证券交易所股票代码：TWLO）正在艰难地从2021年的科技灾难中恢复过来。云通信平台即服务公布了强劲的季度业绩。活跃客户账户增长。...</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/why-twilio-stock-is-still-slumping/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/why-twilio-stock-is-still-slumping/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://investorplace.com/2021/12/why-twilio-stock-is-still-slumping/\">InvestorPlace</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":{"TWLO":"Twilio Inc"},"source_url":"https://investorplace.com/2021/12/why-twilio-stock-is-still-slumping/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100809123","content_text":"Twilio(NYSE:TWLO) is having a tough time pulling back from the tech wreck of 2021. The cloud communications platform as a service posted strong quarterly results. Active customer accounts grew. Investors of TWLO Stock, however, are in for a big surprise.\nThe company initiated fourth-quarter guidance, which included non-GAAP losses. Since November, investors of  TWLO stock faced downward selling pressure after investors shunned high valuation stocks. Despite the volatility, why is Twilio a compelling worthwhile long-term investment?\nTWLO Stock Under Pressure\nTwilio announced third-quarter revenue of $740.2 million. Losses almost doubled from $112.3 million last year to $232.3 million. Still, on a non-GAAP EPS basis, it earned a penny, or $8.2 million. Even after losing 10% of its value in the month and 40% from 52-week highs, the market capitalization is almost $50 billion. Investors are nervous that the small profit will not rise in the coming quarters.\nFortunately, Twilio’s quarter revenue is growing consistently in the low 60% range. Revenue growthof 46% in Q2/2020(slide 5) is a low point. Given the increasing uncertainties from Covid-19, markets are worried that Twilio’s business growth may lose momentum. Omicron is confusing investors. They are not sure that business customers will face a slowdown. That would hurt Twilio’s strong active customer account growth.\nModest Slowdown\nIn Q3, Twilio’s dollar-based net expansion rate fell slightly, from 137% in Q3/2020 to 131%. After it acquired Zipwhip and Segment, completed in July 2021for $850 million, its communications platform should attract growth.\nSimon Khalaf, SVP and general manager of the Twilio Communications Platform, said that Zipwhip would leverage Twilio’s messaging expertise across its channels. The unit will suit customers of all sizes since they will get a suite of messaging offerings.\nLast year,Twilio acquired Segment. It wrapped up the$3.2 billion purchase quickly. Segment adds developer tools to the platform. Twilio benefits from having a set of communication APIs (application programming interfaces). Segment focuses on interacting with customers and managing that data.\nOpportunity For TWLO Stock\nTwilio will sustain organic growth of at least 30% or more in the next three years. It has broad exposure geographically. Segment demonstrated strong quarterly performance. This gives management the confidence that its business momentum will continue.\nThe company has a vision of becoming a leading customer engagement platform. It will get there by following its product roadmap in the next few years. It has plenty of cash on hand ($1.497 billion as of Sept. 30, 2021) for mergers in acquisitions. After a few big purchases in the last year, Twilio will take its time to acquire other firms to fuel growth.\nSince company targets still trade at premiums, Twilio will be selective about its opportunities. It has a solid technology stack. It will pursue any outside solutions that add to the platform at the right price. For now, the firm will capture more of its addressable market by providing digital transformation solutions for customers.\nIn 2022, Twilio will turn its attention to developing its customer engagement platform. This includes growing customer awareness forTwilio Engage. This is an omnichannel growth platform. Customers may build and optimize marketing campaigns using its tools, analytics, and data integrations.\nRisks\nApple’s advertising identifier advertisers, called IDFA, may potentially limit a customer’s view of data. Still, Twilio believes it will provide the antidote to IDFA tag changes. For example, its customers will have first-party signals from customers as opposed to third-party data.\nAt a macro level, the company will help its customers grow its relationships with their customers. Business customers have not only Twilio’s messaging products but up-sold products like Segment. In 2022, its general availability rollout will lift revenue and profit margins.\nDowntrend Chart and Fair Value\nIn the chart below, Twilio stock is still working off bearish selling volume. It faces resistance at the 50-day and 200-day simple moving average.On Wall Street, 18 out of 19 analysts rate TWLO shares as a buy. The price target ranges from $350 to $550,according to Tipranks. The analyst support for Twilio’s prospects could lead to buyers returning to the stock early next year.\nYour Takeaway\nOver-priced software stocks are in a bear market. Twilio is a marketing and communications platform that posted its first quarterly revenue. After adding new features and rolling out the improved solution in 2022, growth could expand. Investors should keep this stock on the radar.\nInvestors cannot time when the selling pressure will end. Look for the widely-held value software stocks to rebound first. If the Nasdaq accompanies that uptrend, TWLO stock recovery will soon follow.","news_type":1,"symbols_score_info":{"TWLO":0.9}},"isVote":1,"tweetType":1,"viewCount":3965,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698282852,"gmtCreate":1640407495335,"gmtModify":1640407495482,"author":{"id":"3582600581738317","authorId":"3582600581738317","name":"andrewshum","avatar":"https://static.tigerbbs.com/3a4a9224853eb7bf5293363b761f6ba1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582600581738317","idStr":"3582600581738317"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698282852","repostId":"1159652805","repostType":4,"repost":{"id":"1159652805","kind":"news","pubTimestamp":1640397611,"share":"https://www.laohu8.com/m/news/1159652805?lang=zh_CN&edition=full","pubTime":"2021-12-25 10:00","market":"us","language":"en","title":"Electric boat developer Forza X1 files for a $29 million IPO<blockquote>电动船开发商Forza X1申请2900万美元IPO</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1159652805","media":"Renaissance Capital","summary":"Forza X1, a fully electric boat developer being spun out of Twin Vee PowerCats, filed on Thursday wi","content":"<p>Forza X1, a fully electric boat developer being spun out of Twin Vee PowerCats, filed on Thursday with the SEC to raise up to $29 million in an initial public offering.</p><p><blockquote>Forza X1是一家从Twin Vee PowerCats分拆出来的全电动船开发商，周四向SEC提交了首次公开募股的申请，筹集至多2900万美元。</blockquote></p><p> The company states that it&nbsp;aims to be among the first to develop and manufacture fully electric, affordable boats with mass appeal. Forza X1 is focused on the creation and implementation of marine electric vehicle (\"EV\") technology to control and power its electric boats utilizing a proprietary outboard electric motor. It believes to be one the first companies to design a fully integrated electric boat including the hull, outboard motor and control system for mass production. To date, Forza has designed and manufactured only prototypes of its electric sport boat, has not yet commercialized its boats, and has not sold any boats.</p><p><blockquote>该公司表示，它的目标是成为首批开发和制造具有大众吸引力的全电动、价格实惠的船只之一。Forza X1专注于创造和实施船用电动汽车（“EV”）技术，利用专有的舷外电动机控制和驱动其电动船。它被认为是首批设计完全集成电动船的公司之一，包括船体、舷外电机和控制系统，用于大规模生产。迄今为止，Forza仅设计和制造了电动运动船的原型，尚未将其船只商业化，也没有出售任何船只。</blockquote></p><p> The Ft. Pierce, FL-based company was founded in 2009 and plans to list on the Nasdaq under the symbol&nbsp;FRZA. ThinkEquity is the sole bookrunner on the deal. No pricing terms were disclosed.</p><p><blockquote>金融时报。总部位于佛罗里达州皮尔斯的公司成立于2009年，计划在纳斯达克上市，股票代码为FRZA。ThinkEquity是该交易的唯一账簿管理人。没有披露定价条款。</blockquote></p><p></p>","source":"lsy1603787993745","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>Electric boat developer Forza X1 files for a $29 million IPO<blockquote>电动船开发商Forza X1申请2900万美元IPO</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\">\nElectric boat developer Forza X1 files for a $29 million IPO<blockquote>电动船开发商Forza X1申请2900万美元IPO</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Renaissance Capital</strong><span class=\"h-time small\">2021-12-25 10:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Forza X1, a fully electric boat developer being spun out of Twin Vee PowerCats, filed on Thursday with the SEC to raise up to $29 million in an initial public offering.</p><p><blockquote>Forza X1是一家从Twin Vee PowerCats分拆出来的全电动船开发商，周四向SEC提交了首次公开募股的申请，筹集至多2900万美元。</blockquote></p><p> The company states that it&nbsp;aims to be among the first to develop and manufacture fully electric, affordable boats with mass appeal. Forza X1 is focused on the creation and implementation of marine electric vehicle (\"EV\") technology to control and power its electric boats utilizing a proprietary outboard electric motor. It believes to be one the first companies to design a fully integrated electric boat including the hull, outboard motor and control system for mass production. To date, Forza has designed and manufactured only prototypes of its electric sport boat, has not yet commercialized its boats, and has not sold any boats.</p><p><blockquote>该公司表示，它的目标是成为首批开发和制造具有大众吸引力的全电动、价格实惠的船只之一。Forza X1专注于创造和实施船用电动汽车（“EV”）技术，利用专有的舷外电动机控制和驱动其电动船。它被认为是首批设计完全集成电动船的公司之一，包括船体、舷外电机和控制系统，用于大规模生产。迄今为止，Forza仅设计和制造了电动运动船的原型，尚未将其船只商业化，也没有出售任何船只。</blockquote></p><p> The Ft. Pierce, FL-based company was founded in 2009 and plans to list on the Nasdaq under the symbol&nbsp;FRZA. ThinkEquity is the sole bookrunner on the deal. No pricing terms were disclosed.</p><p><blockquote>金融时报。总部位于佛罗里达州皮尔斯的公司成立于2009年，计划在纳斯达克上市，股票代码为FRZA。ThinkEquity是该交易的唯一账簿管理人。没有披露定价条款。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.renaissancecapital.com/IPO-Center/News/89801/Electric-boat-developer-Forza-X1-files-for-a-$29-million-IPO\">Renaissance Capital</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":{},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/89801/Electric-boat-developer-Forza-X1-files-for-a-$29-million-IPO","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159652805","content_text":"Forza X1, a fully electric boat developer being spun out of Twin Vee PowerCats, filed on Thursday with the SEC to raise up to $29 million in an initial public offering.\nThe company states that it aims to be among the first to develop and manufacture fully electric, affordable boats with mass appeal. Forza X1 is focused on the creation and implementation of marine electric vehicle (\"EV\") technology to control and power its electric boats utilizing a proprietary outboard electric motor. It believes to be one the first companies to design a fully integrated electric boat including the hull, outboard motor and control system for mass production. To date, Forza has designed and manufactured only prototypes of its electric sport boat, has not yet commercialized its boats, and has not sold any boats.\nThe Ft. Pierce, FL-based company was founded in 2009 and plans to list on the Nasdaq under the symbol FRZA. ThinkEquity is the sole bookrunner on the deal. No pricing terms were disclosed.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":4664,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691077724,"gmtCreate":1640104769198,"gmtModify":1640104769394,"author":{"id":"3582600581738317","authorId":"3582600581738317","name":"andrewshum","avatar":"https://static.tigerbbs.com/3a4a9224853eb7bf5293363b761f6ba1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582600581738317","idStr":"3582600581738317"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691077724","repostId":"1130364908","repostType":4,"isVote":1,"tweetType":1,"viewCount":3158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693075656,"gmtCreate":1639955950585,"gmtModify":1639955950765,"author":{"id":"3582600581738317","authorId":"3582600581738317","name":"andrewshum","avatar":"https://static.tigerbbs.com/3a4a9224853eb7bf5293363b761f6ba1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582600581738317","idStr":"3582600581738317"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693075656","repostId":"2192901683","repostType":4,"isVote":1,"tweetType":1,"viewCount":3056,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699783783,"gmtCreate":1639896433685,"gmtModify":1639896433831,"author":{"id":"3582600581738317","authorId":"3582600581738317","name":"andrewshum","avatar":"https://static.tigerbbs.com/3a4a9224853eb7bf5293363b761f6ba1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582600581738317","idStr":"3582600581738317"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699783783","repostId":"2192976991","repostType":4,"isVote":1,"tweetType":1,"viewCount":2690,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699625805,"gmtCreate":1639794601965,"gmtModify":1639794602120,"author":{"id":"3582600581738317","authorId":"3582600581738317","name":"andrewshum","avatar":"https://static.tigerbbs.com/3a4a9224853eb7bf5293363b761f6ba1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582600581738317","idStr":"3582600581738317"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699625805","repostId":"1113352768","repostType":4,"repost":{"id":"1113352768","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":1639752492,"share":"https://www.laohu8.com/m/news/1113352768?lang=zh_CN&edition=full","pubTime":"2021-12-17 22:48","market":"us","language":"en","title":"Amazon slid nearly 2% in morning trading as India suspended its 2019 deal with Future Group<blockquote>由于印度暂停2019年与Future Group的交易，亚马逊早盘下跌近2%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1113352768","media":"Tiger Newspress","summary":"Amazon slid nearly 2% in morning trading as India suspended its 2019 deal with Future Group.India's ","content":"<p>Amazon slid nearly 2% in morning trading as India suspended its 2019 deal with Future Group.<img src=\"https://static.tigerbbs.com/ecaa54686b8d8b0541b8769a2aa237a3\" tg-width=\"766\" tg-height=\"567\" width=\"100%\" height=\"auto\">India's antitrust body on Friday suspended Amazon.com's 2019 deal with Future Group following a review of allegations that the U.S. e-commerce giant had concealed information while seeking regulatory approval.</p><p><blockquote>由于印度暂停2019年与Future Group的交易，亚马逊早盘下跌近2%。印度反垄断机构周五暂停了亚马逊2019年与Future Group的交易，此前印度对这家美国电子商务巨头在寻求监管机构批准时隐瞒信息的指控进行了审查。</blockquote></p><p> The unprecedented step taken by the Competition Commission of India (CCI) could have far-reaching consequences on Amazon's legal battles with now estranged partner Future. The U.S. firm has for months successfully used the terms of its toehold $200 million investment in 2019 to block Future's attempt to sell retail assets to Reliance Industries for $3.4 billion.</p><p><blockquote>印度（CCI）竞争委员会采取的前所未有的举措可能会对亚马逊与现已疏远的合作伙伴Future的法律斗争产生深远的影响。几个月来，这家美国公司成功利用其2019年2亿美元投资的条款，阻止了Future以34亿美元的价格向Reliance Industries出售零售资产的企图。</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>Amazon slid nearly 2% in morning trading as India suspended its 2019 deal with Future Group<blockquote>由于印度暂停2019年与Future Group的交易，亚马逊早盘下跌近2%</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\">\nAmazon slid nearly 2% in morning trading as India suspended its 2019 deal with Future Group<blockquote>由于印度暂停2019年与Future Group的交易，亚马逊早盘下跌近2%</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\">2021-12-17 22:48</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Amazon slid nearly 2% in morning trading as India suspended its 2019 deal with Future Group.<img src=\"https://static.tigerbbs.com/ecaa54686b8d8b0541b8769a2aa237a3\" tg-width=\"766\" tg-height=\"567\" width=\"100%\" height=\"auto\">India's antitrust body on Friday suspended Amazon.com's 2019 deal with Future Group following a review of allegations that the U.S. e-commerce giant had concealed information while seeking regulatory approval.</p><p><blockquote>由于印度暂停2019年与Future Group的交易，亚马逊早盘下跌近2%。印度反垄断机构周五暂停了亚马逊2019年与Future Group的交易，此前印度对这家美国电子商务巨头在寻求监管机构批准时隐瞒信息的指控进行了审查。</blockquote></p><p> The unprecedented step taken by the Competition Commission of India (CCI) could have far-reaching consequences on Amazon's legal battles with now estranged partner Future. The U.S. firm has for months successfully used the terms of its toehold $200 million investment in 2019 to block Future's attempt to sell retail assets to Reliance Industries for $3.4 billion.</p><p><blockquote>印度（CCI）竞争委员会采取的前所未有的举措可能会对亚马逊与现已疏远的合作伙伴Future的法律斗争产生深远的影响。几个月来，这家美国公司成功利用其2019年2亿美元投资的条款，阻止了Future以34亿美元的价格向Reliance Industries出售零售资产的企图。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113352768","content_text":"Amazon slid nearly 2% in morning trading as India suspended its 2019 deal with Future Group.India's antitrust body on Friday suspended Amazon.com's 2019 deal with Future Group following a review of allegations that the U.S. e-commerce giant had concealed information while seeking regulatory approval.\nThe unprecedented step taken by the Competition Commission of India (CCI) could have far-reaching consequences on Amazon's legal battles with now estranged partner Future. The U.S. firm has for months successfully used the terms of its toehold $200 million investment in 2019 to block Future's attempt to sell retail assets to Reliance Industries for $3.4 billion.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":2628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601709674,"gmtCreate":1638553562915,"gmtModify":1638553563082,"author":{"id":"3582600581738317","authorId":"3582600581738317","name":"andrewshum","avatar":"https://static.tigerbbs.com/3a4a9224853eb7bf5293363b761f6ba1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582600581738317","idStr":"3582600581738317"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/601709674","repostId":"1115344844","repostType":4,"repost":{"id":"1115344844","kind":"news","pubTimestamp":1638544099,"share":"https://www.laohu8.com/m/news/1115344844?lang=zh_CN&edition=full","pubTime":"2021-12-03 23:08","market":"us","language":"en","title":"3 High Growth Stocks To Buy In The Pullback<blockquote>回调中值得买入的3只高增长股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1115344844","media":"Seeking Alpha","summary":"Summary\n\nUpstart has fallen more than 50% from its highs. But its last earnings report wasn't that b","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Upstart has fallen more than 50% from its highs. But its last earnings report wasn't that bad. The story is still intact and shares have derisked considerably.</li>  <li>Zscaler continues to impress with recent results showing accelerated growth again. The shares went up immediately after the report but reversed down in the general wash out.</li>  <li>Monday.com is a fairly new company and it also got hit by the market. Its high growth profile, rapidly improving profitability, and reasonable valuation makes it an interesting stock pick.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2aac50f1e4e4115b0d38a5ec6c15c267\" tg-width=\"1536\" tg-height=\"1139\" width=\"100%\" height=\"auto\"><span>Galeanu Mihai/iStock via Getty Images</span></p><p><blockquote><ul><li>Upstart已较高点下跌超过50%。但其上一份收益报告并没有那么糟糕。故事仍然完好无损，股价已大幅下降。</li><li>Zscaler继续给人留下深刻印象，最近的业绩再次显示加速增长。报告发布后，该股立即上涨，但在普遍下跌中逆转下跌。</li><li>Monday.com是一家相当新的公司，它也受到了市场的冲击。其高增长、快速提高的盈利能力和合理的估值使其成为一个有趣的股票选择。</li></ul><p class=\"t-img-caption\"><span>Galeanu Mihai/iStock来自Getty Images</span></p></blockquote></p><p> I started writing this article one week ago with the goal to review Upstart's recent quarterly results. Since in my&nbsp;last article, I argued that Upstart (UPST) might still be an attractive buying opportunity at $390 a share, I wanted to check on the company (currently trading around $180 –<i>yikes!</i>).</p><p><blockquote>我一周前开始写这篇文章，目的是回顾Upstart最近的季度业绩。由于在我的上一篇文章中，我认为Upstart(UPST)可能仍然是每股390美元的有吸引力的买入机会，因此我想检查一下该公司（目前交易价格约为180美元-<i>呀！</i>).</blockquote></p><p> However, the recent market sell-off, especially in high-growth names, made me reconsider the direction of the article. I think it is much more interesting right now to write about some high-growth names in my portfolio that I am considering adding during this little downturn.</p><p><blockquote>然而，最近的市场抛售，尤其是高增长股票的抛售，让我重新考虑了文章的方向。我认为现在写一些我的投资组合中的高增长股票更有趣，我正在考虑在这次小衰退期间添加这些股票。</blockquote></p><p> A little caveat upfront, though. I am really bad at short-term calls (as evidenced by my recent Upstart article). I have no idea what the Omicron variant will do to our economy, what the Fed's monetary policy will be in the future and how far this sell-off will go eventually. By the time this article is published, the sell-off might already have reversed. Or it might have gotten much worse. I simply don't know.</p><p><blockquote>不过，提前有一点警告。我真的不擅长短期评级（正如我最近的新贵文章所证明的那样）。我不知道奥密克戎变体会对我们的经济产生什么影响，美联储未来的货币政策会是什么，也不知道这次抛售最终会走多远。当本文发表时，抛售可能已经逆转。或者情况可能会变得更糟。我就是不知道。</blockquote></p><p> What I do know is that there are companies in the public markets with exceptional business fundamentals that&nbsp;<b>will do very well regardless of the macro environment</b>. These are businesses with high growth rates, high margins, and long runways of growth. They also have high valuation multiples which lead to increased risk and high volatility. Taking advantage of that volatility is a great way to increase your returns. Here are some stocks that I consider buying right now:</p><p><blockquote>我所知道的是，公开市场上有些公司拥有出色的业务基本面<b>无论宏观环境如何，都会做得很好</b>这些业务具有高增长率、高利润率和长期增长。它们的估值倍数也很高，这导致风险增加和波动性高。利用这种波动性是增加回报的好方法。以下是我现在考虑购买的一些股票：</blockquote></p><p> <b>Upstart</b></p><p><blockquote><b>暴发户</b></blockquote></p><p> Let's start with the one I originally wanted to write about: To summarize shortly, I think that if you liked Upstart at $390, you should like it much more at $180. The earnings release for Q3 2021 was not as bad as the market's reaction might suggest. Yes, expectations were lofty based on an exceptional Q2 report, and yes, these expectations were not entirely met in Q3. But that does not mean that the fundamental picture has deteriorated. What the wild price swings of the past prove, and I have written about in the past, is that this young company is difficult to value. Growth is high, but also hard to predict. And while the disruption of the FICO score through AI technology is enticing and seems inevitable, Upstart's role in that story is not set in stone.</p><p><blockquote>让我们从我最初想写的一个开始：简单总结一下，我认为如果你喜欢390美元的Upstart，你应该更喜欢180美元的Upstart。2021年第三季度的财报发布并不像市场反应所暗示的那么糟糕。是的，基于出色的第二季度报告，人们的期望很高，是的，这些期望在第三季度并没有完全实现。但这并不意味着基本面已经恶化。过去的剧烈价格波动证明，我过去也写过，这家年轻的公司很难估值。增长很高，但也很难预测。虽然人工智能技术对FICO分数的破坏很诱人，而且似乎不可避免，但Upstart在这个故事中的角色并不是一成不变的。</blockquote></p><p> Let's look at some numbers:</p><p><blockquote>我们来看一些数字：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7b085c5134a9e376f177da8f5fa2674e\" tg-width=\"640\" tg-height=\"309\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b826680751b139c569c90d0d3be483cf\" tg-width=\"640\" tg-height=\"163\" width=\"100%\" height=\"auto\"><span>Source: Author</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：作者</span></p></blockquote></p><p> As you can see, revenue growth is still explosive, and with a normal beat should accelerate again into Q4 on a sequential basis. And while most key performance indicators (loans transacted, conversion rate, percentage of automated loans) together with&nbsp;margins&nbsp;all decelerated or went down slightly, I don't think that this means the fundamentals have changed with this company. There were many details mentioned in the&nbsp;earnings call&nbsp;that I won't discuss in this article format. But the key takeaway for me was that management seemed very upbeat about the future of the company.</p><p><blockquote>正如您所看到的，收入增长仍然是爆炸性的，按照正常的节奏，第四季度应该会再次加速。虽然大多数关键绩效指标（交易贷款、转化率、自动化贷款百分比）以及利润率都减速或略有下降，但我不认为这意味着这家公司的基本面发生了变化。收益看涨期权中提到了许多细节，我不会在本文中讨论。但对我来说，关键的收获是管理层似乎对公司的未来非常乐观。</blockquote></p><p> I think there are two key mistakes that investors should avoid here:</p><p><blockquote>我认为投资者在这里应该避免两个关键错误：</blockquote></p><p></p><p> <ol>  <li>Let the disappointment of a \"not-so-blowout\" quarter and a devastating price action make you blind to this investment opportunity. This was still a very good quarter and now that the shares have fallen off a cliff the stock is much more attractive.</li>  <li>Do not look at Upstart through the lens of SaaS businesses. As I wrote in&nbsp;May:<i>Upstart might be a high-promising cloud software company but it does not have a SaaS business model. There is</i>&nbsp;<i><b>no recurring revenue</b></i>&nbsp;<i>to fall back on in tough times, no sticky subscription customers, no backlog, no land and expand. Every quarter Upstart has to sell new loans, and revenue basically starts from zero.</i></li> </ol> Upstart's financials are lumpier and less reliable and as a result, the company deserves much more investor attention and a lower valuation multiple than high growth companies with recurring revenues. However, if growth stays very high, it could more than make up for that fact. Currently, the company is trading at a 17.76 forward EV/S, which I think is a relative bargain for a company with this growth and margin profile.</p><p><blockquote><ol><li>让“不那么井喷”的季度的失望和毁灭性的价格走势让你对这个投资机会视而不见。这仍然是一个非常好的季度，现在股价已经断崖式下跌，该股更具吸引力。</li><li>不要通过SaaS企业的视角来看待Upstart。正如我在五月份所写的：<i>Upstart可能是一家很有前途的云软件公司，但它没有SaaS商业模式。有</i> <i><b>无经常性收入</b></i> <i>在困难时期可以依靠，没有粘性订阅客户，没有积压，没有土地和扩张。每个季度Upstart都要出售新贷款，营收基本从零开始。</i></li></ol>Upstart的财务状况更加不稳定且不太可靠，因此，与具有经常性收入的高增长公司相比，该公司值得投资者更多关注，估值倍数也更低。然而，如果增长保持在很高的水平，它就足以弥补这一事实。目前，该公司的远期EV/S交易价格为17.76，我认为对于具有这种增长和利润率的公司来说，这是相对便宜的。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15592919228dec8ee2403898d69ef228\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> <b>Zscaler</b></p><p><blockquote><b>Zscaler</b></blockquote></p><p> Sometimes the market gives you a gift that you should not refuse. This is what happened with Zscaler (ZS) yesterday. The&nbsp;stock initially was up&nbsp;in the postmarket after the company reported another&nbsp;blow-out quarter&nbsp;on Tuesday. But on Wednesday it all didn't matter anymore and thanks to the little correction, sector rotation, or whatever you want to call it, the stock actually went&nbsp;<b>down by more than 8%</b>. This is really a time when you want to buy: You just got confirmation that your company is doing incredibly well with growth accelerating and the stock sells off for macro concerns. The stock is definitely not cheap at a forward EV/S of 43.51 and, of course, this \"pull-back\" is laughable (<i>\"oh my god, the stock is back to where it was...one month ago\"</i>).</p><p><blockquote>有时候市场会给你一份你不应该拒绝的礼物。这就是Zscaler(ZS)昨天发生的情况。在该公司周二公布另一个井喷季度后，该股最初在盘后市场上涨。但到了周三，这一切都不再重要了，由于小幅调整、行业轮换或任何你想看涨期权的东西，该股实际上上涨了<b>跌幅超过8%</b>.这确实是你想买入的时候：你刚刚得到确认，你的公司表现非常好，增长加速，股票因宏观担忧而遭到抛售。该股的远期EV/S为43.51，绝对不便宜，当然，这种“回调”是可笑的（<i>“天哪，股票又回到了……一个月前”</i>).</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e79ff3fce3101896f17b65ced143c037\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> But I like to own companies that are doing exceptional things and I don't mind paying up for them, especially in a turbulent market.</p><p><blockquote>但我喜欢拥有那些做着非凡事情的公司，我不介意为它们买单，尤其是在动荡的市场中。</blockquote></p><p> How exceptional is Zscaler? Just look at those revenue growth numbers:</p><p><blockquote>Zscaler有多特别？看看这些收入增长数字就知道了：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3def4410c8c903a03041a2cd51b36979\" tg-width=\"640\" tg-height=\"386\" width=\"100%\" height=\"auto\"><span>Source: Author.</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：作者。</span></p></blockquote></p><p> I&nbsp;thought&nbsp;in May that growth acceleration might end soon, but it has continued to accelerate in Q1 2022. If the company beats its guidance in Q2 in a similar fashion to the past (usually more than 5%), it should accelerate year-on-year growth again in Q2 (or at least maintain the current 60%+ growth rate). On top of that, this quarter saw&nbsp;<b>RPO growing 98%, a dollar-based net retention rate of 125%, and FCF margins of 36%</b>. In other words, this business is firing on all cylinders. If you don't know what Zscaler does,read my article from December 2018&nbsp;– the stock is up 710% since then, and I think it can go even higher.</p><p><blockquote>我在5月份认为增长加速可能很快就会结束，但在2022年第一季度继续加速。如果该公司在第二季度的表现与过去类似（通常超过5%），那么它应该会在第二季度再次加速同比增长（或至少保持目前60%以上的增长率）。最重要的是，本季度<b>RPO增长98%，以美元计算的净保留率为125%，FCF利润率为36%</b>换句话说，这项业务正在全速运转。如果您不知道Zscaler是做什么的，请阅读我2018年12月的文章——自那时以来，该股已上涨710%，我认为它还可以走得更高。</blockquote></p><p> <b>Monday.com</b></p><p><blockquote><b>周一网</b></blockquote></p><p> Monday.com (MNDY) is a company that is a relatively new stock in the public markets (it IPOed in June this year) and a completely new stock in my portfolio (I just bought my first position). In a nutshell, the reason why I bought Monday.com is their hyper-growth and rapidly improving profitability. Just look at these two slides from the most recent earnings call presentation:</p><p><blockquote>Monday.com(MNDY)是一家在公开市场上相对较新的股票（今年6月首次公开募股），也是我投资组合中的一只全新股票（我刚刚购买了我的第一个头寸）。简而言之，我购买Monday.com的原因是他们的高速增长和盈利能力的快速提高。看看看涨期权最新财报演示中的这两张幻灯片即可：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5b07658237c02685eb3d049a537ba61\" tg-width=\"640\" tg-height=\"727\" width=\"100%\" height=\"auto\"><span>Source: Earnings call presentation Q3 2021.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：看涨期权2021年第三季度收益演示。</span></p></blockquote></p><p> Revenue was&nbsp;<b>up 95%</b>(up from 94% in the last quarter). This is quite astounding growth which indicates that this company is winning in the market (but also consider that the company is at a small annual revenue run rate, which makes it a bit easier). The number of enterprise customerswith more than $50K ARRwas&nbsp;<b>up 231%</b>(at 613, up from 185 a year ago). Monday was also&nbsp;<b>cash flow positive</b>&nbsp;for the first time this quarter.</p><p><blockquote>收入为<b>上涨95%</b>（高于上季度的94%）。这是相当惊人的增长，表明该公司正在市场上获胜（但也考虑到该公司的年收入运行率很小，这使得它变得更容易）。ARRs超过5万美元的企业客户数量为<b>上涨231%</b>（为613，高于一年前的185）。星期一也是<b>现金流为正</b>本季度首次。</blockquote></p><p> On top of that, it is also cheap relative to other cloud stocks:</p><p><blockquote>最重要的是，相对于其他云股票，它也很便宜：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80e6afbf54bdde4ad31dd3aaa06d0073\" tg-width=\"640\" tg-height=\"368\" width=\"100%\" height=\"auto\"><span>Source: Clouded Judgement 11.26.21.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：阴云密布的判断11.26.21。</span></p></blockquote></p><p></p><p> The company currently has a TTM EV/S of 57, and a 2022 EV/S of 38.7, based on analysts' expectation of 47% growth in 2022. That seems rich but not terribly so relative to other cloud names. The growth expectation of 47% in 2022, however, seems quite low if you consider the current growth of 95% year-on-year and 17% sequentially, plus the current momentum in larger customers. Actually, anything below 70% growth in FY 2022 would come as a surprise to me, and then we are looking at a maximum forward EV/S of 33.</p><p><blockquote>根据分析师对2022年增长47%的预期，该公司目前的TTM EV/S为57，2022年EV/S为38.7。这看起来很丰富，但相对于其他云的名称来说并不那么丰富。然而，如果考虑到目前95%的同比增长和17%的环比增长，再加上目前较大客户的势头，2022年47%的增长预期似乎相当低。事实上，2022财年任何低于70%的增长都会让我感到惊讶，然后我们预计最大远期EV/S为33。</blockquote></p><p> The big question going forward – in terms of if Monday.com will be a good long-term investment – is to which extent Monday.com can maintain its high growth rate beyond FY 2022. Here I do have some doubts still. The company is operating in a very dynamic and competitive field and I am not yet sure where Monday differentiates itself meaningfully from companies like Asana (ASAN) or Atlassian (TEAM). Still, the market for cloud-based work management solutions is big and there can be many winners in the space. For the moment I'm happy to follow the numbers (which look fantastic) and hope that the relatively cheap valuation will result in substantial alpha and is not an indication of a lower quality company.</p><p><blockquote>未来的大问题——就Monday.com是否会成为一项良好的长期投资而言——是Monday.com能够在2022财年之后在多大程度上保持其高增长率。在这里，我仍然有一些疑问。该公司在一个充满活力和竞争激烈的领域运营，我还不确定Monday与Asana(ASAN)或Atlassian(TEAM)等公司有何显著区别。尽管如此，基于云的工作管理解决方案的市场很大，这个领域可能会有许多赢家。目前，我很高兴关注这些数字（看起来很棒），并希望相对便宜的估值将带来可观的阿尔法，而不是表明公司质量较低。</blockquote></p><p> <b>Closing Thoughts And Honorary Mentions</b></p><p><blockquote><b>结束语和荣誉奖</b></blockquote></p><p> On days like these, there are many companies worth considering. For example, I haven't mentioned Datadog (DDOG) which&nbsp;reported another fantastic quarter&nbsp;at the beginning of November. Like Zscaler, this is also a company with accelerating growth that you can buy at a lower price than it was before it reported its blowout results.</p><p><blockquote>在这样的日子里，有很多公司值得考虑。例如，我没有提到Datadog(DDOG)，它在11月初报告了另一个出色的季度业绩。与Zscaler一样，这也是一家正在加速增长的公司，您可以以比报告井喷业绩之前更低的价格购买。</blockquote></p><p> Remember that the stocks mentioned, even though they may look attractive from a relative perspective, are still very expensive in absolute terms and from a historical perspective. However, sustainable growth is a beautiful form of downside protection for investors and the best antidote to \"overvaluation\" that I know. If I learned one thing in the last four years investing in high-growth SaaS/cloud stocks, it is to stay invested in the companies that sustain (or preferably accelerate) their top-line growth and get out of the stocks that see slowdowns. That sounds terribly simplistic and of course, many other factors play a role in a stock's long-term gains, but revenue growth and its&nbsp;endurance&nbsp;have been the predominant factors in the past.</p><p><blockquote>请记住，所提到的股票，尽管从相对角度来看它们可能看起来很有吸引力，但从绝对值和历史角度来看仍然非常昂贵。然而，可持续增长对投资者来说是一种美丽的下行保护形式，也是我所知道的“高估”的最佳解毒剂。如果说我在过去四年投资高增长SaaS/云股票中学到了一件事，那就是继续投资于那些维持（或者最好是加速）营收增长的公司，并退出那些放缓的股票。这听起来非常简单，当然，许多其他因素在股票的长期收益中发挥着作用，但收入增长及其耐力在过去一直是主要因素。</blockquote></p><p> This pull-back is far from the worst I have seen in recent years. But it is still painful – and when it starts to hurt, it is usually a good time to buy some quality companies.</p><p><blockquote>这次回调远不是我近年来见过的最糟糕的。但它仍然是痛苦的——当它开始痛苦时，通常是购买一些优质公司的好时机。</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>3 High Growth Stocks To Buy In The Pullback<blockquote>回调中值得买入的3只高增长股票</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\">\n3 High Growth Stocks To Buy In The Pullback<blockquote>回调中值得买入的3只高增长股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-03 23:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Upstart has fallen more than 50% from its highs. But its last earnings report wasn't that bad. The story is still intact and shares have derisked considerably.</li>  <li>Zscaler continues to impress with recent results showing accelerated growth again. The shares went up immediately after the report but reversed down in the general wash out.</li>  <li>Monday.com is a fairly new company and it also got hit by the market. Its high growth profile, rapidly improving profitability, and reasonable valuation makes it an interesting stock pick.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2aac50f1e4e4115b0d38a5ec6c15c267\" tg-width=\"1536\" tg-height=\"1139\" width=\"100%\" height=\"auto\"><span>Galeanu Mihai/iStock via Getty Images</span></p><p><blockquote><ul><li>Upstart已较高点下跌超过50%。但其上一份收益报告并没有那么糟糕。故事仍然完好无损，股价已大幅下降。</li><li>Zscaler继续给人留下深刻印象，最近的业绩再次显示加速增长。报告发布后，该股立即上涨，但在普遍下跌中逆转下跌。</li><li>Monday.com是一家相当新的公司，它也受到了市场的冲击。其高增长、快速提高的盈利能力和合理的估值使其成为一个有趣的股票选择。</li></ul><p class=\"t-img-caption\"><span>Galeanu Mihai/iStock来自Getty Images</span></p></blockquote></p><p> I started writing this article one week ago with the goal to review Upstart's recent quarterly results. Since in my&nbsp;last article, I argued that Upstart (UPST) might still be an attractive buying opportunity at $390 a share, I wanted to check on the company (currently trading around $180 –<i>yikes!</i>).</p><p><blockquote>我一周前开始写这篇文章，目的是回顾Upstart最近的季度业绩。由于在我的上一篇文章中，我认为Upstart(UPST)可能仍然是每股390美元的有吸引力的买入机会，因此我想检查一下该公司（目前交易价格约为180美元-<i>呀！</i>).</blockquote></p><p> However, the recent market sell-off, especially in high-growth names, made me reconsider the direction of the article. I think it is much more interesting right now to write about some high-growth names in my portfolio that I am considering adding during this little downturn.</p><p><blockquote>然而，最近的市场抛售，尤其是高增长股票的抛售，让我重新考虑了文章的方向。我认为现在写一些我的投资组合中的高增长股票更有趣，我正在考虑在这次小衰退期间添加这些股票。</blockquote></p><p> A little caveat upfront, though. I am really bad at short-term calls (as evidenced by my recent Upstart article). I have no idea what the Omicron variant will do to our economy, what the Fed's monetary policy will be in the future and how far this sell-off will go eventually. By the time this article is published, the sell-off might already have reversed. Or it might have gotten much worse. I simply don't know.</p><p><blockquote>不过，提前有一点警告。我真的不擅长短期评级（正如我最近的新贵文章所证明的那样）。我不知道奥密克戎变体会对我们的经济产生什么影响，美联储未来的货币政策会是什么，也不知道这次抛售最终会走多远。当本文发表时，抛售可能已经逆转。或者情况可能会变得更糟。我就是不知道。</blockquote></p><p> What I do know is that there are companies in the public markets with exceptional business fundamentals that&nbsp;<b>will do very well regardless of the macro environment</b>. These are businesses with high growth rates, high margins, and long runways of growth. They also have high valuation multiples which lead to increased risk and high volatility. Taking advantage of that volatility is a great way to increase your returns. Here are some stocks that I consider buying right now:</p><p><blockquote>我所知道的是，公开市场上有些公司拥有出色的业务基本面<b>无论宏观环境如何，都会做得很好</b>这些业务具有高增长率、高利润率和长期增长。它们的估值倍数也很高，这导致风险增加和波动性高。利用这种波动性是增加回报的好方法。以下是我现在考虑购买的一些股票：</blockquote></p><p> <b>Upstart</b></p><p><blockquote><b>暴发户</b></blockquote></p><p> Let's start with the one I originally wanted to write about: To summarize shortly, I think that if you liked Upstart at $390, you should like it much more at $180. The earnings release for Q3 2021 was not as bad as the market's reaction might suggest. Yes, expectations were lofty based on an exceptional Q2 report, and yes, these expectations were not entirely met in Q3. But that does not mean that the fundamental picture has deteriorated. What the wild price swings of the past prove, and I have written about in the past, is that this young company is difficult to value. Growth is high, but also hard to predict. And while the disruption of the FICO score through AI technology is enticing and seems inevitable, Upstart's role in that story is not set in stone.</p><p><blockquote>让我们从我最初想写的一个开始：简单总结一下，我认为如果你喜欢390美元的Upstart，你应该更喜欢180美元的Upstart。2021年第三季度的财报发布并不像市场反应所暗示的那么糟糕。是的，基于出色的第二季度报告，人们的期望很高，是的，这些期望在第三季度并没有完全实现。但这并不意味着基本面已经恶化。过去的剧烈价格波动证明，我过去也写过，这家年轻的公司很难估值。增长很高，但也很难预测。虽然人工智能技术对FICO分数的破坏很诱人，而且似乎不可避免，但Upstart在这个故事中的角色并不是一成不变的。</blockquote></p><p> Let's look at some numbers:</p><p><blockquote>我们来看一些数字：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7b085c5134a9e376f177da8f5fa2674e\" tg-width=\"640\" tg-height=\"309\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b826680751b139c569c90d0d3be483cf\" tg-width=\"640\" tg-height=\"163\" width=\"100%\" height=\"auto\"><span>Source: Author</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：作者</span></p></blockquote></p><p> As you can see, revenue growth is still explosive, and with a normal beat should accelerate again into Q4 on a sequential basis. And while most key performance indicators (loans transacted, conversion rate, percentage of automated loans) together with&nbsp;margins&nbsp;all decelerated or went down slightly, I don't think that this means the fundamentals have changed with this company. There were many details mentioned in the&nbsp;earnings call&nbsp;that I won't discuss in this article format. But the key takeaway for me was that management seemed very upbeat about the future of the company.</p><p><blockquote>正如您所看到的，收入增长仍然是爆炸性的，按照正常的节奏，第四季度应该会再次加速。虽然大多数关键绩效指标（交易贷款、转化率、自动化贷款百分比）以及利润率都减速或略有下降，但我不认为这意味着这家公司的基本面发生了变化。收益看涨期权中提到了许多细节，我不会在本文中讨论。但对我来说，关键的收获是管理层似乎对公司的未来非常乐观。</blockquote></p><p> I think there are two key mistakes that investors should avoid here:</p><p><blockquote>我认为投资者在这里应该避免两个关键错误：</blockquote></p><p></p><p> <ol>  <li>Let the disappointment of a \"not-so-blowout\" quarter and a devastating price action make you blind to this investment opportunity. This was still a very good quarter and now that the shares have fallen off a cliff the stock is much more attractive.</li>  <li>Do not look at Upstart through the lens of SaaS businesses. As I wrote in&nbsp;May:<i>Upstart might be a high-promising cloud software company but it does not have a SaaS business model. There is</i>&nbsp;<i><b>no recurring revenue</b></i>&nbsp;<i>to fall back on in tough times, no sticky subscription customers, no backlog, no land and expand. Every quarter Upstart has to sell new loans, and revenue basically starts from zero.</i></li> </ol> Upstart's financials are lumpier and less reliable and as a result, the company deserves much more investor attention and a lower valuation multiple than high growth companies with recurring revenues. However, if growth stays very high, it could more than make up for that fact. Currently, the company is trading at a 17.76 forward EV/S, which I think is a relative bargain for a company with this growth and margin profile.</p><p><blockquote><ol><li>让“不那么井喷”的季度的失望和毁灭性的价格走势让你对这个投资机会视而不见。这仍然是一个非常好的季度，现在股价已经断崖式下跌，该股更具吸引力。</li><li>不要通过SaaS企业的视角来看待Upstart。正如我在五月份所写的：<i>Upstart可能是一家很有前途的云软件公司，但它没有SaaS商业模式。有</i> <i><b>无经常性收入</b></i> <i>在困难时期可以依靠，没有粘性订阅客户，没有积压，没有土地和扩张。每个季度Upstart都要出售新贷款，营收基本从零开始。</i></li></ol>Upstart的财务状况更加不稳定且不太可靠，因此，与具有经常性收入的高增长公司相比，该公司值得投资者更多关注，估值倍数也更低。然而，如果增长保持在很高的水平，它就足以弥补这一事实。目前，该公司的远期EV/S交易价格为17.76，我认为对于具有这种增长和利润率的公司来说，这是相对便宜的。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15592919228dec8ee2403898d69ef228\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> <b>Zscaler</b></p><p><blockquote><b>Zscaler</b></blockquote></p><p> Sometimes the market gives you a gift that you should not refuse. This is what happened with Zscaler (ZS) yesterday. The&nbsp;stock initially was up&nbsp;in the postmarket after the company reported another&nbsp;blow-out quarter&nbsp;on Tuesday. But on Wednesday it all didn't matter anymore and thanks to the little correction, sector rotation, or whatever you want to call it, the stock actually went&nbsp;<b>down by more than 8%</b>. This is really a time when you want to buy: You just got confirmation that your company is doing incredibly well with growth accelerating and the stock sells off for macro concerns. The stock is definitely not cheap at a forward EV/S of 43.51 and, of course, this \"pull-back\" is laughable (<i>\"oh my god, the stock is back to where it was...one month ago\"</i>).</p><p><blockquote>有时候市场会给你一份你不应该拒绝的礼物。这就是Zscaler(ZS)昨天发生的情况。在该公司周二公布另一个井喷季度后，该股最初在盘后市场上涨。但到了周三，这一切都不再重要了，由于小幅调整、行业轮换或任何你想看涨期权的东西，该股实际上上涨了<b>跌幅超过8%</b>.这确实是你想买入的时候：你刚刚得到确认，你的公司表现非常好，增长加速，股票因宏观担忧而遭到抛售。该股的远期EV/S为43.51，绝对不便宜，当然，这种“回调”是可笑的（<i>“天哪，股票又回到了……一个月前”</i>).</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e79ff3fce3101896f17b65ced143c037\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> But I like to own companies that are doing exceptional things and I don't mind paying up for them, especially in a turbulent market.</p><p><blockquote>但我喜欢拥有那些做着非凡事情的公司，我不介意为它们买单，尤其是在动荡的市场中。</blockquote></p><p> How exceptional is Zscaler? Just look at those revenue growth numbers:</p><p><blockquote>Zscaler有多特别？看看这些收入增长数字就知道了：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3def4410c8c903a03041a2cd51b36979\" tg-width=\"640\" tg-height=\"386\" width=\"100%\" height=\"auto\"><span>Source: Author.</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：作者。</span></p></blockquote></p><p> I&nbsp;thought&nbsp;in May that growth acceleration might end soon, but it has continued to accelerate in Q1 2022. If the company beats its guidance in Q2 in a similar fashion to the past (usually more than 5%), it should accelerate year-on-year growth again in Q2 (or at least maintain the current 60%+ growth rate). On top of that, this quarter saw&nbsp;<b>RPO growing 98%, a dollar-based net retention rate of 125%, and FCF margins of 36%</b>. In other words, this business is firing on all cylinders. If you don't know what Zscaler does,read my article from December 2018&nbsp;– the stock is up 710% since then, and I think it can go even higher.</p><p><blockquote>我在5月份认为增长加速可能很快就会结束，但在2022年第一季度继续加速。如果该公司在第二季度的表现与过去类似（通常超过5%），那么它应该会在第二季度再次加速同比增长（或至少保持目前60%以上的增长率）。最重要的是，本季度<b>RPO增长98%，以美元计算的净保留率为125%，FCF利润率为36%</b>换句话说，这项业务正在全速运转。如果您不知道Zscaler是做什么的，请阅读我2018年12月的文章——自那时以来，该股已上涨710%，我认为它还可以走得更高。</blockquote></p><p> <b>Monday.com</b></p><p><blockquote><b>周一网</b></blockquote></p><p> Monday.com (MNDY) is a company that is a relatively new stock in the public markets (it IPOed in June this year) and a completely new stock in my portfolio (I just bought my first position). In a nutshell, the reason why I bought Monday.com is their hyper-growth and rapidly improving profitability. Just look at these two slides from the most recent earnings call presentation:</p><p><blockquote>Monday.com(MNDY)是一家在公开市场上相对较新的股票（今年6月首次公开募股），也是我投资组合中的一只全新股票（我刚刚购买了我的第一个头寸）。简而言之，我购买Monday.com的原因是他们的高速增长和盈利能力的快速提高。看看看涨期权最新财报演示中的这两张幻灯片即可：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5b07658237c02685eb3d049a537ba61\" tg-width=\"640\" tg-height=\"727\" width=\"100%\" height=\"auto\"><span>Source: Earnings call presentation Q3 2021.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：看涨期权2021年第三季度收益演示。</span></p></blockquote></p><p> Revenue was&nbsp;<b>up 95%</b>(up from 94% in the last quarter). This is quite astounding growth which indicates that this company is winning in the market (but also consider that the company is at a small annual revenue run rate, which makes it a bit easier). The number of enterprise customerswith more than $50K ARRwas&nbsp;<b>up 231%</b>(at 613, up from 185 a year ago). Monday was also&nbsp;<b>cash flow positive</b>&nbsp;for the first time this quarter.</p><p><blockquote>收入为<b>上涨95%</b>（高于上季度的94%）。这是相当惊人的增长，表明该公司正在市场上获胜（但也考虑到该公司的年收入运行率很小，这使得它变得更容易）。ARRs超过5万美元的企业客户数量为<b>上涨231%</b>（为613，高于一年前的185）。星期一也是<b>现金流为正</b>本季度首次。</blockquote></p><p> On top of that, it is also cheap relative to other cloud stocks:</p><p><blockquote>最重要的是，相对于其他云股票，它也很便宜：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80e6afbf54bdde4ad31dd3aaa06d0073\" tg-width=\"640\" tg-height=\"368\" width=\"100%\" height=\"auto\"><span>Source: Clouded Judgement 11.26.21.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：阴云密布的判断11.26.21。</span></p></blockquote></p><p></p><p> The company currently has a TTM EV/S of 57, and a 2022 EV/S of 38.7, based on analysts' expectation of 47% growth in 2022. That seems rich but not terribly so relative to other cloud names. The growth expectation of 47% in 2022, however, seems quite low if you consider the current growth of 95% year-on-year and 17% sequentially, plus the current momentum in larger customers. Actually, anything below 70% growth in FY 2022 would come as a surprise to me, and then we are looking at a maximum forward EV/S of 33.</p><p><blockquote>根据分析师对2022年增长47%的预期，该公司目前的TTM EV/S为57，2022年EV/S为38.7。这看起来很丰富，但相对于其他云的名称来说并不那么丰富。然而，如果考虑到目前95%的同比增长和17%的环比增长，再加上目前较大客户的势头，2022年47%的增长预期似乎相当低。事实上，2022财年任何低于70%的增长都会让我感到惊讶，然后我们预计最大远期EV/S为33。</blockquote></p><p> The big question going forward – in terms of if Monday.com will be a good long-term investment – is to which extent Monday.com can maintain its high growth rate beyond FY 2022. Here I do have some doubts still. The company is operating in a very dynamic and competitive field and I am not yet sure where Monday differentiates itself meaningfully from companies like Asana (ASAN) or Atlassian (TEAM). Still, the market for cloud-based work management solutions is big and there can be many winners in the space. For the moment I'm happy to follow the numbers (which look fantastic) and hope that the relatively cheap valuation will result in substantial alpha and is not an indication of a lower quality company.</p><p><blockquote>未来的大问题——就Monday.com是否会成为一项良好的长期投资而言——是Monday.com能够在2022财年之后在多大程度上保持其高增长率。在这里，我仍然有一些疑问。该公司在一个充满活力和竞争激烈的领域运营，我还不确定Monday与Asana(ASAN)或Atlassian(TEAM)等公司有何显著区别。尽管如此，基于云的工作管理解决方案的市场很大，这个领域可能会有许多赢家。目前，我很高兴关注这些数字（看起来很棒），并希望相对便宜的估值将带来可观的阿尔法，而不是表明公司质量较低。</blockquote></p><p> <b>Closing Thoughts And Honorary Mentions</b></p><p><blockquote><b>结束语和荣誉奖</b></blockquote></p><p> On days like these, there are many companies worth considering. For example, I haven't mentioned Datadog (DDOG) which&nbsp;reported another fantastic quarter&nbsp;at the beginning of November. Like Zscaler, this is also a company with accelerating growth that you can buy at a lower price than it was before it reported its blowout results.</p><p><blockquote>在这样的日子里，有很多公司值得考虑。例如，我没有提到Datadog(DDOG)，它在11月初报告了另一个出色的季度业绩。与Zscaler一样，这也是一家正在加速增长的公司，您可以以比报告井喷业绩之前更低的价格购买。</blockquote></p><p> Remember that the stocks mentioned, even though they may look attractive from a relative perspective, are still very expensive in absolute terms and from a historical perspective. However, sustainable growth is a beautiful form of downside protection for investors and the best antidote to \"overvaluation\" that I know. If I learned one thing in the last four years investing in high-growth SaaS/cloud stocks, it is to stay invested in the companies that sustain (or preferably accelerate) their top-line growth and get out of the stocks that see slowdowns. That sounds terribly simplistic and of course, many other factors play a role in a stock's long-term gains, but revenue growth and its&nbsp;endurance&nbsp;have been the predominant factors in the past.</p><p><blockquote>请记住，所提到的股票，尽管从相对角度来看它们可能看起来很有吸引力，但从绝对值和历史角度来看仍然非常昂贵。然而，可持续增长对投资者来说是一种美丽的下行保护形式，也是我所知道的“高估”的最佳解毒剂。如果说我在过去四年投资高增长SaaS/云股票中学到了一件事，那就是继续投资于那些维持（或者最好是加速）营收增长的公司，并退出那些放缓的股票。这听起来非常简单，当然，许多其他因素在股票的长期收益中发挥着作用，但收入增长及其耐力在过去一直是主要因素。</blockquote></p><p> This pull-back is far from the worst I have seen in recent years. But it is still painful – and when it starts to hurt, it is usually a good time to buy some quality companies.</p><p><blockquote>这次回调远不是我近年来见过的最糟糕的。但它仍然是痛苦的——当它开始痛苦时，通常是购买一些优质公司的好时机。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4473014-3-high-growth-stocks-to-buy-in-the-pullback\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UPST":"Upstart Holdings, Inc.","ZS":"Zscaler Inc.","MNDY":"Monday.com Ltd."},"source_url":"https://seekingalpha.com/article/4473014-3-high-growth-stocks-to-buy-in-the-pullback","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115344844","content_text":"Summary\n\nUpstart has fallen more than 50% from its highs. But its last earnings report wasn't that bad. The story is still intact and shares have derisked considerably.\nZscaler continues to impress with recent results showing accelerated growth again. The shares went up immediately after the report but reversed down in the general wash out.\nMonday.com is a fairly new company and it also got hit by the market. Its high growth profile, rapidly improving profitability, and reasonable valuation makes it an interesting stock pick.\n\nGaleanu Mihai/iStock via Getty Images\nI started writing this article one week ago with the goal to review Upstart's recent quarterly results. Since in my last article, I argued that Upstart (UPST) might still be an attractive buying opportunity at $390 a share, I wanted to check on the company (currently trading around $180 –yikes!).\nHowever, the recent market sell-off, especially in high-growth names, made me reconsider the direction of the article. I think it is much more interesting right now to write about some high-growth names in my portfolio that I am considering adding during this little downturn.\nA little caveat upfront, though. I am really bad at short-term calls (as evidenced by my recent Upstart article). I have no idea what the Omicron variant will do to our economy, what the Fed's monetary policy will be in the future and how far this sell-off will go eventually. By the time this article is published, the sell-off might already have reversed. Or it might have gotten much worse. I simply don't know.\nWhat I do know is that there are companies in the public markets with exceptional business fundamentals that will do very well regardless of the macro environment. These are businesses with high growth rates, high margins, and long runways of growth. They also have high valuation multiples which lead to increased risk and high volatility. Taking advantage of that volatility is a great way to increase your returns. Here are some stocks that I consider buying right now:\nUpstart\nLet's start with the one I originally wanted to write about: To summarize shortly, I think that if you liked Upstart at $390, you should like it much more at $180. The earnings release for Q3 2021 was not as bad as the market's reaction might suggest. Yes, expectations were lofty based on an exceptional Q2 report, and yes, these expectations were not entirely met in Q3. But that does not mean that the fundamental picture has deteriorated. What the wild price swings of the past prove, and I have written about in the past, is that this young company is difficult to value. Growth is high, but also hard to predict. And while the disruption of the FICO score through AI technology is enticing and seems inevitable, Upstart's role in that story is not set in stone.\nLet's look at some numbers:\n\nSource: Author\nAs you can see, revenue growth is still explosive, and with a normal beat should accelerate again into Q4 on a sequential basis. And while most key performance indicators (loans transacted, conversion rate, percentage of automated loans) together with margins all decelerated or went down slightly, I don't think that this means the fundamentals have changed with this company. There were many details mentioned in the earnings call that I won't discuss in this article format. But the key takeaway for me was that management seemed very upbeat about the future of the company.\nI think there are two key mistakes that investors should avoid here:\n\nLet the disappointment of a \"not-so-blowout\" quarter and a devastating price action make you blind to this investment opportunity. This was still a very good quarter and now that the shares have fallen off a cliff the stock is much more attractive.\nDo not look at Upstart through the lens of SaaS businesses. As I wrote in May:Upstart might be a high-promising cloud software company but it does not have a SaaS business model. There is no recurring revenue to fall back on in tough times, no sticky subscription customers, no backlog, no land and expand. Every quarter Upstart has to sell new loans, and revenue basically starts from zero.\n\nUpstart's financials are lumpier and less reliable and as a result, the company deserves much more investor attention and a lower valuation multiple than high growth companies with recurring revenues. However, if growth stays very high, it could more than make up for that fact. Currently, the company is trading at a 17.76 forward EV/S, which I think is a relative bargain for a company with this growth and margin profile.\nData by YCharts\nZscaler\nSometimes the market gives you a gift that you should not refuse. This is what happened with Zscaler (ZS) yesterday. The stock initially was up in the postmarket after the company reported another blow-out quarter on Tuesday. But on Wednesday it all didn't matter anymore and thanks to the little correction, sector rotation, or whatever you want to call it, the stock actually went down by more than 8%. This is really a time when you want to buy: You just got confirmation that your company is doing incredibly well with growth accelerating and the stock sells off for macro concerns. The stock is definitely not cheap at a forward EV/S of 43.51 and, of course, this \"pull-back\" is laughable (\"oh my god, the stock is back to where it was...one month ago\").\nData by YCharts\nBut I like to own companies that are doing exceptional things and I don't mind paying up for them, especially in a turbulent market.\nHow exceptional is Zscaler? Just look at those revenue growth numbers:\nSource: Author.\nI thought in May that growth acceleration might end soon, but it has continued to accelerate in Q1 2022. If the company beats its guidance in Q2 in a similar fashion to the past (usually more than 5%), it should accelerate year-on-year growth again in Q2 (or at least maintain the current 60%+ growth rate). On top of that, this quarter saw RPO growing 98%, a dollar-based net retention rate of 125%, and FCF margins of 36%. In other words, this business is firing on all cylinders. If you don't know what Zscaler does,read my article from December 2018 – the stock is up 710% since then, and I think it can go even higher.\nMonday.com\nMonday.com (MNDY) is a company that is a relatively new stock in the public markets (it IPOed in June this year) and a completely new stock in my portfolio (I just bought my first position). In a nutshell, the reason why I bought Monday.com is their hyper-growth and rapidly improving profitability. Just look at these two slides from the most recent earnings call presentation:\nSource: Earnings call presentation Q3 2021.\nRevenue was up 95%(up from 94% in the last quarter). This is quite astounding growth which indicates that this company is winning in the market (but also consider that the company is at a small annual revenue run rate, which makes it a bit easier). The number of enterprise customerswith more than $50K ARRwas up 231%(at 613, up from 185 a year ago). Monday was also cash flow positive for the first time this quarter.\nOn top of that, it is also cheap relative to other cloud stocks:\nSource: Clouded Judgement 11.26.21.\nThe company currently has a TTM EV/S of 57, and a 2022 EV/S of 38.7, based on analysts' expectation of 47% growth in 2022. That seems rich but not terribly so relative to other cloud names. The growth expectation of 47% in 2022, however, seems quite low if you consider the current growth of 95% year-on-year and 17% sequentially, plus the current momentum in larger customers. Actually, anything below 70% growth in FY 2022 would come as a surprise to me, and then we are looking at a maximum forward EV/S of 33.\nThe big question going forward – in terms of if Monday.com will be a good long-term investment – is to which extent Monday.com can maintain its high growth rate beyond FY 2022. Here I do have some doubts still. The company is operating in a very dynamic and competitive field and I am not yet sure where Monday differentiates itself meaningfully from companies like Asana (ASAN) or Atlassian (TEAM). Still, the market for cloud-based work management solutions is big and there can be many winners in the space. For the moment I'm happy to follow the numbers (which look fantastic) and hope that the relatively cheap valuation will result in substantial alpha and is not an indication of a lower quality company.\nClosing Thoughts And Honorary Mentions\nOn days like these, there are many companies worth considering. For example, I haven't mentioned Datadog (DDOG) which reported another fantastic quarter at the beginning of November. Like Zscaler, this is also a company with accelerating growth that you can buy at a lower price than it was before it reported its blowout results.\nRemember that the stocks mentioned, even though they may look attractive from a relative perspective, are still very expensive in absolute terms and from a historical perspective. However, sustainable growth is a beautiful form of downside protection for investors and the best antidote to \"overvaluation\" that I know. If I learned one thing in the last four years investing in high-growth SaaS/cloud stocks, it is to stay invested in the companies that sustain (or preferably accelerate) their top-line growth and get out of the stocks that see slowdowns. That sounds terribly simplistic and of course, many other factors play a role in a stock's long-term gains, but revenue growth and its endurance have been the predominant factors in the past.\nThis pull-back is far from the worst I have seen in recent years. But it is still painful – and when it starts to hurt, it is usually a good time to buy some quality companies.","news_type":1,"symbols_score_info":{"MNDY":0.9,"UPST":0.9,"ZS":0.9}},"isVote":1,"tweetType":1,"viewCount":3133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603448821,"gmtCreate":1638445271057,"gmtModify":1638445271148,"author":{"id":"3582600581738317","authorId":"3582600581738317","name":"andrewshum","avatar":"https://static.tigerbbs.com/3a4a9224853eb7bf5293363b761f6ba1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582600581738317","idStr":"3582600581738317"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603448821","repostId":"1134205166","repostType":4,"repost":{"id":"1134205166","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":1638438774,"share":"https://www.laohu8.com/m/news/1134205166?lang=zh_CN&edition=full","pubTime":"2021-12-02 17:52","market":"us","language":"en","title":"Boeing stock jumped 3% in premarket trading<blockquote>波音股价在盘前交易中上涨3%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1134205166","media":"Tiger Newspress","summary":"Boeing stock jumped 3% in premarket trading after Boeing 737MAX regains airworthiness license in Chi","content":"<p>Boeing stock jumped 3% in premarket trading&nbsp;after&nbsp;Boeing 737MAX regains airworthiness license in China.</p><p><blockquote>波音737MAX在中国重新获得适航许可证后，波音股价在盘前交易中上涨3%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a98ccf5ea5c769d4b637e4d7104eaa2b\" tg-width=\"850\" tg-height=\"620\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Boeing 737MAX has obtained airworthiness license again in China. So far, Boeing 737max has no airworthiness legal obstacles in domestic go around. However, this does not mean that 737max will go around in China immediately. It will take time for domestic airlines to refit aircraft and train pilots,according to&nbsp;Civil Aviation Resource Net of China.</p><p><blockquote>波音737MAX在中国再次获得适航许可。截至目前，波音737max在国内复飞不存在适航法律障碍。不过，这并不意味着737max马上就会在中国兜兜转转。据中国民航资源网报道，国内航空公司改装飞机和培训飞行员需要时间。</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>Boeing stock jumped 3% in premarket trading<blockquote>波音股价在盘前交易中上涨3%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBoeing stock jumped 3% in premarket trading<blockquote>波音股价在盘前交易中上涨3%</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\">2021-12-02 17:52</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Boeing stock jumped 3% in premarket trading&nbsp;after&nbsp;Boeing 737MAX regains airworthiness license in China.</p><p><blockquote>波音737MAX在中国重新获得适航许可证后，波音股价在盘前交易中上涨3%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a98ccf5ea5c769d4b637e4d7104eaa2b\" tg-width=\"850\" tg-height=\"620\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Boeing 737MAX has obtained airworthiness license again in China. So far, Boeing 737max has no airworthiness legal obstacles in domestic go around. However, this does not mean that 737max will go around in China immediately. It will take time for domestic airlines to refit aircraft and train pilots,according to&nbsp;Civil Aviation Resource Net of China.</p><p><blockquote>波音737MAX在中国再次获得适航许可。截至目前，波音737max在国内复飞不存在适航法律障碍。不过，这并不意味着737max马上就会在中国兜兜转转。据中国民航资源网报道，国内航空公司改装飞机和培训飞行员需要时间。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BA":"波音"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134205166","content_text":"Boeing stock jumped 3% in premarket trading after Boeing 737MAX regains airworthiness license in China.\n\nBoeing 737MAX has obtained airworthiness license again in China. So far, Boeing 737max has no airworthiness legal obstacles in domestic go around. However, this does not mean that 737max will go around in China immediately. It will take time for domestic airlines to refit aircraft and train pilots,according to Civil Aviation Resource Net of China.","news_type":1,"symbols_score_info":{"BA":0.9}},"isVote":1,"tweetType":1,"viewCount":3008,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603971983,"gmtCreate":1638359432897,"gmtModify":1638359433163,"author":{"id":"3582600581738317","authorId":"3582600581738317","name":"andrewshum","avatar":"https://static.tigerbbs.com/3a4a9224853eb7bf5293363b761f6ba1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582600581738317","idStr":"3582600581738317"},"themes":[],"title":"","htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603971983","repostId":"2187800255","repostType":4,"isVote":1,"tweetType":1,"viewCount":3816,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609042582,"gmtCreate":1638228028179,"gmtModify":1638228028384,"author":{"id":"3582600581738317","authorId":"3582600581738317","name":"andrewshum","avatar":"https://static.tigerbbs.com/3a4a9224853eb7bf5293363b761f6ba1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582600581738317","idStr":"3582600581738317"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/609042582","repostId":"1101678462","repostType":4,"isVote":1,"tweetType":1,"viewCount":1278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600372357,"gmtCreate":1638076926102,"gmtModify":1638076926102,"author":{"id":"3582600581738317","authorId":"3582600581738317","name":"andrewshum","avatar":"https://static.tigerbbs.com/3a4a9224853eb7bf5293363b761f6ba1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582600581738317","idStr":"3582600581738317"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/600372357","repostId":"1183215653","repostType":4,"repost":{"id":"1183215653","kind":"news","pubTimestamp":1638064282,"share":"https://www.laohu8.com/m/news/1183215653?lang=zh_CN&edition=full","pubTime":"2021-11-28 09:51","market":"us","language":"en","title":"3 Leading Software-as-a-Service Stocks to Buy in 2021 and Beyond<blockquote>2021年及以后值得买入的3只领先软件即服务股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1183215653","media":"Motley Fool","summary":"Software-as-a-service (SaaS) stocks can be quite lucrative investments. The business model is subscr","content":"<p>Software-as-a-service (SaaS) stocks can be quite lucrative investments. The business model is subscription-based, which keeps customers paying monthly fees. Because the software often becomes integral to the operations of organizations that use it, customers are likely to stick with the providers they sign with, and expand their business with them over time. Also, software has minimal costs for physical production and distribution, allowing these companies to operate withhigh gross margins.</p><p><blockquote>软件即服务（SaaS）股票可能是相当有利可图的投资。商业模式是基于订阅的，让客户每月支付费用。因为软件通常成为使用它的组织运营的一部分，所以客户可能会坚持与他们签约的提供商合作，并随着时间的推移扩大与他们的业务。此外，软件的物理生产和分销成本最低，使这些公司能够以高毛利率运营。</blockquote></p><p> Three top SaaS stocks that investors should consider today are&nbsp;<a href=\"https://laohu8.com/S/SHOP\"><b>Shopify</b></a>,&nbsp;<a href=\"https://laohu8.com/S/PCOR\"><b>Procore</b></a>, and&nbsp;<a href=\"https://laohu8.com/S/TWLO\"><b>Twilio</b></a>.</p><p><blockquote>投资者今天应该考虑的三只顶级SaaS股票是<a href=\"https://laohu8.com/S/SHOP\"><b>Shopify</b></a>, <a href=\"https://laohu8.com/S/PCOR\"><b>Procore</b></a>，和<a href=\"https://laohu8.com/S/TWLO\"><b>Twilio</b></a>.</blockquote></p><p> <a href=\"https://laohu8.com/S/SHOP\"><b>Shopify</b></a></p><p><blockquote><a href=\"https://laohu8.com/S/SHOP\"><b>Shopify</b></a></blockquote></p><p> This Canadian e-commerce giant provides businesses with an online presence. With options well-priced for businesses of any size, Shopify provides even the humblest start-ups with an affordable way to reach customers across the internet. It also provides marketing and payment processing tools.</p><p><blockquote>这家加拿大电子商务巨头为企业提供在线业务。Shopify为任何规模的企业提供了价格合理的选项，为即使是最不起眼的初创企业也提供了一种通过互联网接触客户的经济实惠的方式。它还提供营销和支付处理工具。</blockquote></p><p> According to eMarketer, Shopify's platform facilitated the second-largest share of U.S. e-commerce sales last year -- behind only&nbsp;<b>Amazon</b>, and ahead of even huge retailers like&nbsp;<b>Walmart</b>&nbsp;or marketplace operators like&nbsp;<b>eBay.</b></p><p><blockquote>根据eMarketer的数据，Shopify的平台去年在美国电子商务销售额中占据了第二大份额，仅次于<b>亚马逊</b>，甚至领先于大型零售商<b>沃尔玛</b>或者市场运营商喜欢<b>易趣。</b></blockquote></p><p> While it's still far behind Amazon in terms of market share, during the third quarter, Shopify grew its revenue by 46% as its gross merchandise volume (GMV) grew by 35% to $41.8 billion. Additionally, it has more than $7.5 billion of cash on its balance sheet -- money it can put to work growing its operations.</p><p><blockquote>虽然在市场份额方面仍远远落后于亚马逊，但在第三季度，Shopify的收入增长了46%，商品总额(GMV)增长了35%，达到418亿美元。此外，该公司的资产负债表上还有超过75亿美元的现金，可以用来发展业务。</blockquote></p><p> Shopify has been a remarkable stock over the last five years, up over 3,500%. Yet, management expects its GMV to increase faster than commerce Q4 commerce in general. It also has long-term goals to create a fulfillment network and develop a business-to-business platform. With ambitious expansion plans and growth ahead, every growth investor should consider owning Shopify.</p><p><blockquote>Shopify在过去五年中一直是一只出色的股票，上涨了3,500%以上。然而，管理层预计其GMV的增长速度将快于商业第四季度的整体商业。它还有创建履行网络和开发企业对企业平台的长期目标。凭借雄心勃勃的扩张计划和未来的增长，每个成长型投资者都应该考虑拥有Shopify。</blockquote></p><p> <a href=\"https://laohu8.com/S/PCOR\"><b>Procore</b></a></p><p><blockquote><a href=\"https://laohu8.com/S/PCOR\"><b>Procore</b></a></blockquote></p><p> Procore's SaaS offering targets the construction industry. It allows owners, contractors, and sub-contractors to connect with each other and gather all the information about a project in a single location.Construction is one of the last industriesto join the SaaS revolution and Procore is leading the way.</p><p><blockquote>Procore的SaaS产品针对建筑行业。它允许业主、承包商和分包商相互联系，并在一个位置收集有关项目的所有信息。建筑业是最后加入SaaS革命的行业之一，Procore正处于领先地位。</blockquote></p><p> Its revenue grew at a solid 30% rate in Q3 to $132 million, and it produced free cash flow of $6.5 million. Unlike many SaaS companies, Procore is not putting its focus on expanding as quickly as possible. Instead, it lets customers find its platform organically. It does this by letting paying customers add non-paying users to a project. After those businesses realize the benefits of managing projects with Procore, they are more likely to join up and become paying customers.</p><p><blockquote>第三季度其收入以30%的速度稳步增长，达到1.32亿美元，并产生了650万美元的自由现金流。与许多SaaS公司不同，Procore并没有将重点放在尽快扩张上。相反，它让客户有机地找到它的平台。它通过让付费客户将非付费用户添加到项目中来实现这一点。在这些企业意识到使用Procore管理项目的好处后，他们更有可能加入并成为付费客户。</blockquote></p><p> Procore is at a much earlier stage of its growth than Shopify; it believes it has captured 2% of its potential customers, and less than half of its current customers subscribe to four or more of its 13 products. Its worldwide expansion is progressing; Procore will begin operating in France and Germany next year, for example.</p><p><blockquote>Procore比Shopify处于更早的增长阶段；它认为自己已经吸引了2%的潜在客户，只有不到一半的现有客户订阅了其13种产品中的4种或更多。其全球扩张正在取得进展；例如，Procore将于明年开始在法国和德国运营。</blockquote></p><p> <b>Autodesk</b>&nbsp;(NASDAQ:ADSK)&nbsp;competes against Procore with its Construction Cloud product. However, Procore expects global construction spending to reach $14 trillion in 2025. As such, the construction management software space has plenty of room for multiple players. If it can channel even 5% of spending through its platform, Procore will be a successful investment.</p><p><blockquote><b>Autodesk</b>（纳斯达克：ADSK）以其建筑云产品与Procore竞争。然而，Procore预计2025年全球建筑支出将达到14万亿美元。因此，施工管理软件领域有足够的空间供多个参与者使用。如果Procore能够通过其平台引导哪怕5%的支出，那么Procore将是一项成功的投资。</blockquote></p><p> With a large growth runway ahead, Procore is a great SaaS stock for the future.</p><p><blockquote>Procore未来有很大的增长空间，是SaaS未来的一只优秀股票。</blockquote></p><p> <a href=\"https://laohu8.com/S/TWLO\"><b>Twilio</b></a></p><p><blockquote><a href=\"https://laohu8.com/S/TWLO\"><b>Twilio</b></a></blockquote></p><p> If you've ever communicated with a business through text messages, chances are Twilio assisted with that. It provides application programming interfaces (APIs) so businesses can build communication tools without needing their own software engineers. It features a usage-based pricing model that generates more revenue for Twilio as its customers grow.</p><p><blockquote>如果你曾经通过短信与企业沟通，Twilio很可能会在这方面提供帮助。它提供应用程序编程接口（API），因此企业可以构建通信工具，而不需要自己的软件工程师。它采用基于使用情况的定价模式，随着客户的增长，可以为Twilio创造更多收入。</blockquote></p><p> Twilio is growing the fastest of these three companies, with Q3 revenue up 65% year over year. It also has an impressive revenue net expansion rate of 131%, meaning existing customers spent 31% more in the quarter than in the prior-year period. And while some of Twilio's growth did come via acquiring companies, its organic growth rate sits at a still-impressive 38%. Concentration risk is being reduced as only 11% of total revenue is attributed to its top 10 accounts down from 14% during Q3 last year.</p><p><blockquote>Twilio是这三家公司中增长最快的，第三季度收入同比增长65%。它还拥有令人印象深刻的131%的收入净增长率，这意味着现有客户本季度的支出比去年同期增加了31%。虽然Twilio的部分增长确实来自收购公司，但其有机增长率仍然高达38%，令人印象深刻。集中度风险正在降低，其前10大客户仅占总收入的11%，低于去年第三季度的14%。</blockquote></p><p> Businesses' desire and need to communicate with customers will only increase, and Twilio is making that easier for them. Management is committed to achieving organic growth of 30% or more annually over the next three years, which would increase its revenue to more than $5.5 billion using Q3 trailing-twelve-month revenue.</p><p><blockquote>企业与客户沟通的愿望和需求只会增加，而Twilio正在让他们更容易做到这一点。管理层致力于在未来三年内实现每年30%或更高的有机增长，这将使其收入根据第三季度过去12个月的收入增加到55亿美元以上。</blockquote></p><p></p><p> Twilio shows no signs of slowing down and investors should take note.</p><p><blockquote>Twilio没有显示出放缓的迹象，投资者应该注意。</blockquote></p><p> With all three of these stocks, valuation is a concern. While Twilio and Procore stock's price-to-sales ratio has recently come down, Shopify's has remained fairly steady. Shopify is also valued higher than the other two because the market believes its e-commerce opportunity is massive. Even at these levels, valuation still represents a potential investment risk. However, each deserves a high multiple because of strong execution and future expectations. Should one of the companies begin failing, the valuation will fall to reflect forward sentiment. Exciting growth prospects often come with valuation risks, and it's up to the companies to fulfill their long-term promise.</p><p><blockquote>对于这三只股票来说，估值都是一个问题。虽然Twilio和Procore股票的市销率最近有所下降，但Shopify的市销率仍然相当稳定。Shopify的估值也高于其他两家，因为市场认为其电子商务机会巨大。即使在这些水平上，估值仍然代表着潜在的投资风险。然而，由于强大的执行力和未来预期，每个公司都值得获得高倍数。如果其中一家公司开始倒闭，估值将会下降以反映前瞻性情绪。令人兴奋的增长前景往往伴随着估值风险，这取决于公司兑现其长期承诺。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e6bb9a9a2f064d66040f79ad93086bb1\" tg-width=\"720\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> As the world becomes more connected, SaaS offerings provide businesses with powerful tools they can use to increase their effectiveness and productivity. Wise investors should consider purchasing all three of these stocks but must beware of the risks. Holding onto these stocks looks like a great way to beat the market over the long term.</p><p><blockquote>随着世界变得更加互联，SaaS产品为企业提供了强大的工具，他们可以使用这些工具来提高效率和生产力。明智的投资者应该考虑购买所有这三只股票，但必须小心风险。持有这些股票看起来是长期战胜市场的好方法。</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>3 Leading Software-as-a-Service Stocks to Buy in 2021 and Beyond<blockquote>2021年及以后值得买入的3只领先软件即服务股票</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\">\n3 Leading Software-as-a-Service Stocks to Buy in 2021 and Beyond<blockquote>2021年及以后值得买入的3只领先软件即服务股票</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\">2021-11-28 09:51</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Software-as-a-service (SaaS) stocks can be quite lucrative investments. The business model is subscription-based, which keeps customers paying monthly fees. Because the software often becomes integral to the operations of organizations that use it, customers are likely to stick with the providers they sign with, and expand their business with them over time. Also, software has minimal costs for physical production and distribution, allowing these companies to operate withhigh gross margins.</p><p><blockquote>软件即服务（SaaS）股票可能是相当有利可图的投资。商业模式是基于订阅的，让客户每月支付费用。因为软件通常成为使用它的组织运营的一部分，所以客户可能会坚持与他们签约的提供商合作，并随着时间的推移扩大与他们的业务。此外，软件的物理生产和分销成本最低，使这些公司能够以高毛利率运营。</blockquote></p><p> Three top SaaS stocks that investors should consider today are&nbsp;<a href=\"https://laohu8.com/S/SHOP\"><b>Shopify</b></a>,&nbsp;<a href=\"https://laohu8.com/S/PCOR\"><b>Procore</b></a>, and&nbsp;<a href=\"https://laohu8.com/S/TWLO\"><b>Twilio</b></a>.</p><p><blockquote>投资者今天应该考虑的三只顶级SaaS股票是<a href=\"https://laohu8.com/S/SHOP\"><b>Shopify</b></a>, <a href=\"https://laohu8.com/S/PCOR\"><b>Procore</b></a>，和<a href=\"https://laohu8.com/S/TWLO\"><b>Twilio</b></a>.</blockquote></p><p> <a href=\"https://laohu8.com/S/SHOP\"><b>Shopify</b></a></p><p><blockquote><a href=\"https://laohu8.com/S/SHOP\"><b>Shopify</b></a></blockquote></p><p> This Canadian e-commerce giant provides businesses with an online presence. With options well-priced for businesses of any size, Shopify provides even the humblest start-ups with an affordable way to reach customers across the internet. It also provides marketing and payment processing tools.</p><p><blockquote>这家加拿大电子商务巨头为企业提供在线业务。Shopify为任何规模的企业提供了价格合理的选项，为即使是最不起眼的初创企业也提供了一种通过互联网接触客户的经济实惠的方式。它还提供营销和支付处理工具。</blockquote></p><p> According to eMarketer, Shopify's platform facilitated the second-largest share of U.S. e-commerce sales last year -- behind only&nbsp;<b>Amazon</b>, and ahead of even huge retailers like&nbsp;<b>Walmart</b>&nbsp;or marketplace operators like&nbsp;<b>eBay.</b></p><p><blockquote>根据eMarketer的数据，Shopify的平台去年在美国电子商务销售额中占据了第二大份额，仅次于<b>亚马逊</b>，甚至领先于大型零售商<b>沃尔玛</b>或者市场运营商喜欢<b>易趣。</b></blockquote></p><p> While it's still far behind Amazon in terms of market share, during the third quarter, Shopify grew its revenue by 46% as its gross merchandise volume (GMV) grew by 35% to $41.8 billion. Additionally, it has more than $7.5 billion of cash on its balance sheet -- money it can put to work growing its operations.</p><p><blockquote>虽然在市场份额方面仍远远落后于亚马逊，但在第三季度，Shopify的收入增长了46%，商品总额(GMV)增长了35%，达到418亿美元。此外，该公司的资产负债表上还有超过75亿美元的现金，可以用来发展业务。</blockquote></p><p> Shopify has been a remarkable stock over the last five years, up over 3,500%. Yet, management expects its GMV to increase faster than commerce Q4 commerce in general. It also has long-term goals to create a fulfillment network and develop a business-to-business platform. With ambitious expansion plans and growth ahead, every growth investor should consider owning Shopify.</p><p><blockquote>Shopify在过去五年中一直是一只出色的股票，上涨了3,500%以上。然而，管理层预计其GMV的增长速度将快于商业第四季度的整体商业。它还有创建履行网络和开发企业对企业平台的长期目标。凭借雄心勃勃的扩张计划和未来的增长，每个成长型投资者都应该考虑拥有Shopify。</blockquote></p><p> <a href=\"https://laohu8.com/S/PCOR\"><b>Procore</b></a></p><p><blockquote><a href=\"https://laohu8.com/S/PCOR\"><b>Procore</b></a></blockquote></p><p> Procore's SaaS offering targets the construction industry. It allows owners, contractors, and sub-contractors to connect with each other and gather all the information about a project in a single location.Construction is one of the last industriesto join the SaaS revolution and Procore is leading the way.</p><p><blockquote>Procore的SaaS产品针对建筑行业。它允许业主、承包商和分包商相互联系，并在一个位置收集有关项目的所有信息。建筑业是最后加入SaaS革命的行业之一，Procore正处于领先地位。</blockquote></p><p> Its revenue grew at a solid 30% rate in Q3 to $132 million, and it produced free cash flow of $6.5 million. Unlike many SaaS companies, Procore is not putting its focus on expanding as quickly as possible. Instead, it lets customers find its platform organically. It does this by letting paying customers add non-paying users to a project. After those businesses realize the benefits of managing projects with Procore, they are more likely to join up and become paying customers.</p><p><blockquote>第三季度其收入以30%的速度稳步增长，达到1.32亿美元，并产生了650万美元的自由现金流。与许多SaaS公司不同，Procore并没有将重点放在尽快扩张上。相反，它让客户有机地找到它的平台。它通过让付费客户将非付费用户添加到项目中来实现这一点。在这些企业意识到使用Procore管理项目的好处后，他们更有可能加入并成为付费客户。</blockquote></p><p> Procore is at a much earlier stage of its growth than Shopify; it believes it has captured 2% of its potential customers, and less than half of its current customers subscribe to four or more of its 13 products. Its worldwide expansion is progressing; Procore will begin operating in France and Germany next year, for example.</p><p><blockquote>Procore比Shopify处于更早的增长阶段；它认为自己已经吸引了2%的潜在客户，只有不到一半的现有客户订阅了其13种产品中的4种或更多。其全球扩张正在取得进展；例如，Procore将于明年开始在法国和德国运营。</blockquote></p><p> <b>Autodesk</b>&nbsp;(NASDAQ:ADSK)&nbsp;competes against Procore with its Construction Cloud product. However, Procore expects global construction spending to reach $14 trillion in 2025. As such, the construction management software space has plenty of room for multiple players. If it can channel even 5% of spending through its platform, Procore will be a successful investment.</p><p><blockquote><b>Autodesk</b>（纳斯达克：ADSK）以其建筑云产品与Procore竞争。然而，Procore预计2025年全球建筑支出将达到14万亿美元。因此，施工管理软件领域有足够的空间供多个参与者使用。如果Procore能够通过其平台引导哪怕5%的支出，那么Procore将是一项成功的投资。</blockquote></p><p> With a large growth runway ahead, Procore is a great SaaS stock for the future.</p><p><blockquote>Procore未来有很大的增长空间，是SaaS未来的一只优秀股票。</blockquote></p><p> <a href=\"https://laohu8.com/S/TWLO\"><b>Twilio</b></a></p><p><blockquote><a href=\"https://laohu8.com/S/TWLO\"><b>Twilio</b></a></blockquote></p><p> If you've ever communicated with a business through text messages, chances are Twilio assisted with that. It provides application programming interfaces (APIs) so businesses can build communication tools without needing their own software engineers. It features a usage-based pricing model that generates more revenue for Twilio as its customers grow.</p><p><blockquote>如果你曾经通过短信与企业沟通，Twilio很可能会在这方面提供帮助。它提供应用程序编程接口（API），因此企业可以构建通信工具，而不需要自己的软件工程师。它采用基于使用情况的定价模式，随着客户的增长，可以为Twilio创造更多收入。</blockquote></p><p> Twilio is growing the fastest of these three companies, with Q3 revenue up 65% year over year. It also has an impressive revenue net expansion rate of 131%, meaning existing customers spent 31% more in the quarter than in the prior-year period. And while some of Twilio's growth did come via acquiring companies, its organic growth rate sits at a still-impressive 38%. Concentration risk is being reduced as only 11% of total revenue is attributed to its top 10 accounts down from 14% during Q3 last year.</p><p><blockquote>Twilio是这三家公司中增长最快的，第三季度收入同比增长65%。它还拥有令人印象深刻的131%的收入净增长率，这意味着现有客户本季度的支出比去年同期增加了31%。虽然Twilio的部分增长确实来自收购公司，但其有机增长率仍然高达38%，令人印象深刻。集中度风险正在降低，其前10大客户仅占总收入的11%，低于去年第三季度的14%。</blockquote></p><p> Businesses' desire and need to communicate with customers will only increase, and Twilio is making that easier for them. Management is committed to achieving organic growth of 30% or more annually over the next three years, which would increase its revenue to more than $5.5 billion using Q3 trailing-twelve-month revenue.</p><p><blockquote>企业与客户沟通的愿望和需求只会增加，而Twilio正在让他们更容易做到这一点。管理层致力于在未来三年内实现每年30%或更高的有机增长，这将使其收入根据第三季度过去12个月的收入增加到55亿美元以上。</blockquote></p><p></p><p> Twilio shows no signs of slowing down and investors should take note.</p><p><blockquote>Twilio没有显示出放缓的迹象，投资者应该注意。</blockquote></p><p> With all three of these stocks, valuation is a concern. While Twilio and Procore stock's price-to-sales ratio has recently come down, Shopify's has remained fairly steady. Shopify is also valued higher than the other two because the market believes its e-commerce opportunity is massive. Even at these levels, valuation still represents a potential investment risk. However, each deserves a high multiple because of strong execution and future expectations. Should one of the companies begin failing, the valuation will fall to reflect forward sentiment. Exciting growth prospects often come with valuation risks, and it's up to the companies to fulfill their long-term promise.</p><p><blockquote>对于这三只股票来说，估值都是一个问题。虽然Twilio和Procore股票的市销率最近有所下降，但Shopify的市销率仍然相当稳定。Shopify的估值也高于其他两家，因为市场认为其电子商务机会巨大。即使在这些水平上，估值仍然代表着潜在的投资风险。然而，由于强大的执行力和未来预期，每个公司都值得获得高倍数。如果其中一家公司开始倒闭，估值将会下降以反映前瞻性情绪。令人兴奋的增长前景往往伴随着估值风险，这取决于公司兑现其长期承诺。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e6bb9a9a2f064d66040f79ad93086bb1\" tg-width=\"720\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> As the world becomes more connected, SaaS offerings provide businesses with powerful tools they can use to increase their effectiveness and productivity. Wise investors should consider purchasing all three of these stocks but must beware of the risks. Holding onto these stocks looks like a great way to beat the market over the long term.</p><p><blockquote>随着世界变得更加互联，SaaS产品为企业提供了强大的工具，他们可以使用这些工具来提高效率和生产力。明智的投资者应该考虑购买所有这三只股票，但必须小心风险。持有这些股票看起来是长期战胜市场的好方法。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/11/27/3-leading-saas-stocks-to-buy-in-2021-and-beyond/\">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":{"PCOR":"Procore Technologies","SHOP":"Shopify Inc","TWLO":"Twilio Inc"},"source_url":"https://www.fool.com/investing/2021/11/27/3-leading-saas-stocks-to-buy-in-2021-and-beyond/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183215653","content_text":"Software-as-a-service (SaaS) stocks can be quite lucrative investments. The business model is subscription-based, which keeps customers paying monthly fees. Because the software often becomes integral to the operations of organizations that use it, customers are likely to stick with the providers they sign with, and expand their business with them over time. Also, software has minimal costs for physical production and distribution, allowing these companies to operate withhigh gross margins.\nThree top SaaS stocks that investors should consider today are Shopify, Procore, and Twilio.\nShopify\nThis Canadian e-commerce giant provides businesses with an online presence. With options well-priced for businesses of any size, Shopify provides even the humblest start-ups with an affordable way to reach customers across the internet. It also provides marketing and payment processing tools.\nAccording to eMarketer, Shopify's platform facilitated the second-largest share of U.S. e-commerce sales last year -- behind only Amazon, and ahead of even huge retailers like Walmart or marketplace operators like eBay.\nWhile it's still far behind Amazon in terms of market share, during the third quarter, Shopify grew its revenue by 46% as its gross merchandise volume (GMV) grew by 35% to $41.8 billion. Additionally, it has more than $7.5 billion of cash on its balance sheet -- money it can put to work growing its operations.\nShopify has been a remarkable stock over the last five years, up over 3,500%. Yet, management expects its GMV to increase faster than commerce Q4 commerce in general. It also has long-term goals to create a fulfillment network and develop a business-to-business platform. With ambitious expansion plans and growth ahead, every growth investor should consider owning Shopify.\nProcore\nProcore's SaaS offering targets the construction industry. It allows owners, contractors, and sub-contractors to connect with each other and gather all the information about a project in a single location.Construction is one of the last industriesto join the SaaS revolution and Procore is leading the way.\nIts revenue grew at a solid 30% rate in Q3 to $132 million, and it produced free cash flow of $6.5 million. Unlike many SaaS companies, Procore is not putting its focus on expanding as quickly as possible. Instead, it lets customers find its platform organically. It does this by letting paying customers add non-paying users to a project. After those businesses realize the benefits of managing projects with Procore, they are more likely to join up and become paying customers.\nProcore is at a much earlier stage of its growth than Shopify; it believes it has captured 2% of its potential customers, and less than half of its current customers subscribe to four or more of its 13 products. Its worldwide expansion is progressing; Procore will begin operating in France and Germany next year, for example.\nAutodesk (NASDAQ:ADSK) competes against Procore with its Construction Cloud product. However, Procore expects global construction spending to reach $14 trillion in 2025. As such, the construction management software space has plenty of room for multiple players. If it can channel even 5% of spending through its platform, Procore will be a successful investment.\nWith a large growth runway ahead, Procore is a great SaaS stock for the future.\nTwilio\nIf you've ever communicated with a business through text messages, chances are Twilio assisted with that. It provides application programming interfaces (APIs) so businesses can build communication tools without needing their own software engineers. It features a usage-based pricing model that generates more revenue for Twilio as its customers grow.\nTwilio is growing the fastest of these three companies, with Q3 revenue up 65% year over year. It also has an impressive revenue net expansion rate of 131%, meaning existing customers spent 31% more in the quarter than in the prior-year period. And while some of Twilio's growth did come via acquiring companies, its organic growth rate sits at a still-impressive 38%. Concentration risk is being reduced as only 11% of total revenue is attributed to its top 10 accounts down from 14% during Q3 last year.\nBusinesses' desire and need to communicate with customers will only increase, and Twilio is making that easier for them. Management is committed to achieving organic growth of 30% or more annually over the next three years, which would increase its revenue to more than $5.5 billion using Q3 trailing-twelve-month revenue.\nTwilio shows no signs of slowing down and investors should take note.\nWith all three of these stocks, valuation is a concern. While Twilio and Procore stock's price-to-sales ratio has recently come down, Shopify's has remained fairly steady. Shopify is also valued higher than the other two because the market believes its e-commerce opportunity is massive. Even at these levels, valuation still represents a potential investment risk. However, each deserves a high multiple because of strong execution and future expectations. Should one of the companies begin failing, the valuation will fall to reflect forward sentiment. Exciting growth prospects often come with valuation risks, and it's up to the companies to fulfill their long-term promise.\n\nAs the world becomes more connected, SaaS offerings provide businesses with powerful tools they can use to increase their effectiveness and productivity. Wise investors should consider purchasing all three of these stocks but must beware of the risks. Holding onto these stocks looks like a great way to beat the market over the long term.","news_type":1,"symbols_score_info":{"SHOP":0.9,"TWLO":0.9,"PCOR":0.9}},"isVote":1,"tweetType":1,"viewCount":1852,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877748913,"gmtCreate":1637990907949,"gmtModify":1637990908061,"author":{"id":"3582600581738317","authorId":"3582600581738317","name":"andrewshum","avatar":"https://static.tigerbbs.com/3a4a9224853eb7bf5293363b761f6ba1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582600581738317","idStr":"3582600581738317"},"themes":[],"title":"","htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/877748913","repostId":"1187736093","repostType":4,"repost":{"id":"1187736093","kind":"news","pubTimestamp":1637973799,"share":"https://www.laohu8.com/m/news/1187736093?lang=zh_CN&edition=full","pubTime":"2021-11-27 08:43","market":"us","language":"en","title":"Amazon faces Black Friday strikes by workers across Europe<blockquote>亚马逊面临欧洲各地工人的黑色星期五罢工</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1187736093","media":"CNN","summary":"Amazon(AMZN)is facing strikes by warehouse workers and delivery drivers across Europe as its busiest","content":"<p>Amazon(AMZN)is facing strikes by warehouse workers and delivery drivers across Europe as its busiest weekend of the year begins.</p><p><blockquote>随着一年中最繁忙的周末开始，亚马逊（AMZN）正面临欧洲各地仓库工人和送货司机的罢工。</blockquote></p><p> Labor unions in Germany, Italy and France are calling for the company to pay its workers fairly and respect their right to join unions. The strikes have been called to coincide with Amazon's annual Black Friday event, which kicks off a four-day shopping bonanza that culminates in Cyber Monday.</p><p><blockquote>德国、意大利和法国的工会呼吁该公司公平支付工人工资，并尊重他们加入工会的权利。此次罢工恰逢亚马逊一年一度的黑色星期五活动，该活动拉开了为期四天的购物热潮的序幕，并在网络星期一达到高潮。</blockquote></p><p> The action is part of a wider global protest organized by a group called Make Amazon Pay. The coalition of unions, environmentalists and tax campaigners has called for protests in22 countries around the world, including the United States, Canada, Brazil, and the United Kingdom.</p><p><blockquote>这一行动是由一个名为“让亚马逊支付”的组织组织的更广泛的全球抗议活动的一部分。工会、环保主义者和税收活动家联盟呼吁在全球22个国家举行抗议活动，包括美国、加拿大、巴西和英国。</blockquote></p><p> The international coalition is also demanding that Amazon \"pays its fair share of taxes and commits to real environmental sustainability.\"</p><p><blockquote>国际联盟还要求亚马逊“缴纳公平份额的税款，并致力于真正的环境可持续性。”</blockquote></p><p> An Amazon spokesperson said that the groups represented a variety of interests, and while the company was \"not perfect in any area\" it was taking its role and impact seriously.\"</p><p><blockquote>亚马逊发言人表示，这些团体代表了多种利益，虽然该公司“在任何领域都不完美”，但它正在认真对待自己的角色和影响。”</blockquote></p><p> We are inventing and investing significantly in all these areas, playing a significant role in addressing climate change with the Climate Pledge commitment to be net zero carbon by 2040, continuing to offer competitive wages and great benefits, and inventing new ways to keep our employees safe and healthy in our operations network, to name just a few,\" the spokesperson added.</p><p><blockquote>我们正在所有这些领域进行大量发明和投资，通过气候承诺到2040年实现净零碳，在应对气候变化方面发挥着重要作用，继续提供有竞争力的工资和丰厚的福利，并发明新的方法来保护我们的员工仅举几例，在我们的运营网络中保持安全和健康，”该发言人补充道。</blockquote></p><p> Some of its workers are not convinced.</p><p><blockquote>它的一些工人并不相信。</blockquote></p><p> Germany's giant Verdi union organized a strike of warehouse workers to coincide with the launch in Berlin of \"Amazon Workers against Surveillance,\" a group protesting the company's \"use of apps, hand scanners, browser tools and cameras to surveil its workforce 24/7.\"</p><p><blockquote>德国巨头威尔第工会组织了一次仓库工人罢工，恰逢“亚马逊工人反对监控”在柏林发起，该组织抗议该公司“使用应用程序、手持扫描仪、浏览器工具和摄像头全天候监控其员工”。</blockquote></p><p> \"Working almost anywhere at Amazon is stressful and hazardous to one's health,\" the group said in a statement on its website.</p><p><blockquote>该组织在其网站上的一份声明中表示：“在亚马逊几乎任何地方工作都充满压力，而且对健康有害。”</blockquote></p><p> In Italy, workers are planning to blockade warehouses and trucks at all Amazon centers across the country, and thousands of drivers are set to strike on Friday.</p><p><blockquote>在意大利，工人们正计划封锁全国所有亚马逊中心的仓库和卡车，数千名司机将于周五举行罢工。</blockquote></p><p> Warehouse workers are also striking in France, including at a logistics center in Lille, in support of demands for wage increases and bonuses, and an end to compulsory overtime.</p><p><blockquote>法国的仓库工人也在罢工，包括里尔的一个物流中心，以支持增加工资和奖金以及结束强制加班的要求。</blockquote></p><p> They told CNN that Amazon has asked employees to work on all four Saturdays during December, in addition to their usual hours. For this overtime, they would get a bonus of €120 euros ($136) subject to certain conditions, the workers said.</p><p><blockquote>他们告诉CNN，亚马逊要求员工除了正常工作时间外，在12月的所有四个周六都工作。工人们说，在某些条件下，他们将获得120欧元（136美元）的奖金。</blockquote></p><p> It's not clear how disruptive the strikes will be for Amazon, but this holiday shopping season is proving tough for retailers trying to satisfy strongconsumer demandin the face of supply chain disruptions, and shortages of workers and some goods.</p><p><blockquote>目前尚不清楚罢工对亚马逊的破坏性有多大，但事实证明，面对供应链中断、工人和某些商品短缺，这个假日购物季对于试图满足强劲消费者需求的零售商来说是艰难的。</blockquote></p><p> Make Amazon Pay was launched a year ago after 50 organizations held strikes and protests in 16 countries around the world, the coalition said.</p><p><blockquote>该联盟表示，一年前，在全球16个国家的50个组织举行罢工和抗议活动后，Make Amazon Pay推出。</blockquote></p><p> \"Today's actions show the scale of resistance to Amazon's exploitation at every link in its chain of abuse,\" said Casper Gelderblom, a coordinator of the group.</p><p><blockquote>该组织协调员卡斯珀·格尔德布洛姆(Casper Gelderblom)表示：“今天的行动显示了亚马逊滥用链各个环节对剥削的抵制程度。”</blockquote></p><p> \"Workers throughout the supply chain are demanding what's rightfully theirs when even Jeff Bezos admits their labor paid for his recent joy ride to space,\" he added.</p><p><blockquote>他补充道：“当杰夫·贝索斯也承认他们的劳动为他最近的太空之旅付出了代价时，整个供应链的工人都在要求理应属于他们的东西。”</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>Amazon faces Black Friday strikes by workers across Europe<blockquote>亚马逊面临欧洲各地工人的黑色星期五罢工</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\">\nAmazon faces Black Friday strikes by workers across Europe<blockquote>亚马逊面临欧洲各地工人的黑色星期五罢工</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">CNN</strong><span class=\"h-time small\">2021-11-27 08:43</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Amazon(AMZN)is facing strikes by warehouse workers and delivery drivers across Europe as its busiest weekend of the year begins.</p><p><blockquote>随着一年中最繁忙的周末开始，亚马逊（AMZN）正面临欧洲各地仓库工人和送货司机的罢工。</blockquote></p><p> Labor unions in Germany, Italy and France are calling for the company to pay its workers fairly and respect their right to join unions. The strikes have been called to coincide with Amazon's annual Black Friday event, which kicks off a four-day shopping bonanza that culminates in Cyber Monday.</p><p><blockquote>德国、意大利和法国的工会呼吁该公司公平支付工人工资，并尊重他们加入工会的权利。此次罢工恰逢亚马逊一年一度的黑色星期五活动，该活动拉开了为期四天的购物热潮的序幕，并在网络星期一达到高潮。</blockquote></p><p> The action is part of a wider global protest organized by a group called Make Amazon Pay. The coalition of unions, environmentalists and tax campaigners has called for protests in22 countries around the world, including the United States, Canada, Brazil, and the United Kingdom.</p><p><blockquote>这一行动是由一个名为“让亚马逊支付”的组织组织的更广泛的全球抗议活动的一部分。工会、环保主义者和税收活动家联盟呼吁在全球22个国家举行抗议活动，包括美国、加拿大、巴西和英国。</blockquote></p><p> The international coalition is also demanding that Amazon \"pays its fair share of taxes and commits to real environmental sustainability.\"</p><p><blockquote>国际联盟还要求亚马逊“缴纳公平份额的税款，并致力于真正的环境可持续性。”</blockquote></p><p> An Amazon spokesperson said that the groups represented a variety of interests, and while the company was \"not perfect in any area\" it was taking its role and impact seriously.\"</p><p><blockquote>亚马逊发言人表示，这些团体代表了多种利益，虽然该公司“在任何领域都不完美”，但它正在认真对待自己的角色和影响。”</blockquote></p><p> We are inventing and investing significantly in all these areas, playing a significant role in addressing climate change with the Climate Pledge commitment to be net zero carbon by 2040, continuing to offer competitive wages and great benefits, and inventing new ways to keep our employees safe and healthy in our operations network, to name just a few,\" the spokesperson added.</p><p><blockquote>我们正在所有这些领域进行大量发明和投资，通过气候承诺到2040年实现净零碳，在应对气候变化方面发挥着重要作用，继续提供有竞争力的工资和丰厚的福利，并发明新的方法来保护我们的员工仅举几例，在我们的运营网络中保持安全和健康，”该发言人补充道。</blockquote></p><p> Some of its workers are not convinced.</p><p><blockquote>它的一些工人并不相信。</blockquote></p><p> Germany's giant Verdi union organized a strike of warehouse workers to coincide with the launch in Berlin of \"Amazon Workers against Surveillance,\" a group protesting the company's \"use of apps, hand scanners, browser tools and cameras to surveil its workforce 24/7.\"</p><p><blockquote>德国巨头威尔第工会组织了一次仓库工人罢工，恰逢“亚马逊工人反对监控”在柏林发起，该组织抗议该公司“使用应用程序、手持扫描仪、浏览器工具和摄像头全天候监控其员工”。</blockquote></p><p> \"Working almost anywhere at Amazon is stressful and hazardous to one's health,\" the group said in a statement on its website.</p><p><blockquote>该组织在其网站上的一份声明中表示：“在亚马逊几乎任何地方工作都充满压力，而且对健康有害。”</blockquote></p><p> In Italy, workers are planning to blockade warehouses and trucks at all Amazon centers across the country, and thousands of drivers are set to strike on Friday.</p><p><blockquote>在意大利，工人们正计划封锁全国所有亚马逊中心的仓库和卡车，数千名司机将于周五举行罢工。</blockquote></p><p> Warehouse workers are also striking in France, including at a logistics center in Lille, in support of demands for wage increases and bonuses, and an end to compulsory overtime.</p><p><blockquote>法国的仓库工人也在罢工，包括里尔的一个物流中心，以支持增加工资和奖金以及结束强制加班的要求。</blockquote></p><p> They told CNN that Amazon has asked employees to work on all four Saturdays during December, in addition to their usual hours. For this overtime, they would get a bonus of €120 euros ($136) subject to certain conditions, the workers said.</p><p><blockquote>他们告诉CNN，亚马逊要求员工除了正常工作时间外，在12月的所有四个周六都工作。工人们说，在某些条件下，他们将获得120欧元（136美元）的奖金。</blockquote></p><p> It's not clear how disruptive the strikes will be for Amazon, but this holiday shopping season is proving tough for retailers trying to satisfy strongconsumer demandin the face of supply chain disruptions, and shortages of workers and some goods.</p><p><blockquote>目前尚不清楚罢工对亚马逊的破坏性有多大，但事实证明，面对供应链中断、工人和某些商品短缺，这个假日购物季对于试图满足强劲消费者需求的零售商来说是艰难的。</blockquote></p><p> Make Amazon Pay was launched a year ago after 50 organizations held strikes and protests in 16 countries around the world, the coalition said.</p><p><blockquote>该联盟表示，一年前，在全球16个国家的50个组织举行罢工和抗议活动后，Make Amazon Pay推出。</blockquote></p><p> \"Today's actions show the scale of resistance to Amazon's exploitation at every link in its chain of abuse,\" said Casper Gelderblom, a coordinator of the group.</p><p><blockquote>该组织协调员卡斯珀·格尔德布洛姆(Casper Gelderblom)表示：“今天的行动显示了亚马逊滥用链各个环节对剥削的抵制程度。”</blockquote></p><p> \"Workers throughout the supply chain are demanding what's rightfully theirs when even Jeff Bezos admits their labor paid for his recent joy ride to space,\" he added.</p><p><blockquote>他补充道：“当杰夫·贝索斯也承认他们的劳动为他最近的太空之旅付出了代价时，整个供应链的工人都在要求理应属于他们的东西。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://edition.cnn.com/2021/11/26/tech/amazon-workers-strike-shopping-holiday/index.html\">CNN</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":{"AMZN":"亚马逊"},"source_url":"https://edition.cnn.com/2021/11/26/tech/amazon-workers-strike-shopping-holiday/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187736093","content_text":"Amazon(AMZN)is facing strikes by warehouse workers and delivery drivers across Europe as its busiest weekend of the year begins.\nLabor unions in Germany, Italy and France are calling for the company to pay its workers fairly and respect their right to join unions. The strikes have been called to coincide with Amazon's annual Black Friday event, which kicks off a four-day shopping bonanza that culminates in Cyber Monday.\nThe action is part of a wider global protest organized by a group called Make Amazon Pay. The coalition of unions, environmentalists and tax campaigners has called for protests in22 countries around the world, including the United States, Canada, Brazil, and the United Kingdom.\nThe international coalition is also demanding that Amazon \"pays its fair share of taxes and commits to real environmental sustainability.\"\nAn Amazon spokesperson said that the groups represented a variety of interests, and while the company was \"not perfect in any area\" it was taking its role and impact seriously.\"\nWe are inventing and investing significantly in all these areas, playing a significant role in addressing climate change with the Climate Pledge commitment to be net zero carbon by 2040, continuing to offer competitive wages and great benefits, and inventing new ways to keep our employees safe and healthy in our operations network, to name just a few,\" the spokesperson added.\nSome of its workers are not convinced.\nGermany's giant Verdi union organized a strike of warehouse workers to coincide with the launch in Berlin of \"Amazon Workers against Surveillance,\" a group protesting the company's \"use of apps, hand scanners, browser tools and cameras to surveil its workforce 24/7.\"\n\"Working almost anywhere at Amazon is stressful and hazardous to one's health,\" the group said in a statement on its website.\nIn Italy, workers are planning to blockade warehouses and trucks at all Amazon centers across the country, and thousands of drivers are set to strike on Friday.\nWarehouse workers are also striking in France, including at a logistics center in Lille, in support of demands for wage increases and bonuses, and an end to compulsory overtime.\nThey told CNN that Amazon has asked employees to work on all four Saturdays during December, in addition to their usual hours. For this overtime, they would get a bonus of €120 euros ($136) subject to certain conditions, the workers said.\nIt's not clear how disruptive the strikes will be for Amazon, but this holiday shopping season is proving tough for retailers trying to satisfy strongconsumer demandin the face of supply chain disruptions, and shortages of workers and some goods.\nMake Amazon Pay was launched a year ago after 50 organizations held strikes and protests in 16 countries around the world, the coalition said.\n\"Today's actions show the scale of resistance to Amazon's exploitation at every link in its chain of abuse,\" said Casper Gelderblom, a coordinator of the group.\n\"Workers throughout the supply chain are demanding what's rightfully theirs when even Jeff Bezos admits their labor paid for his recent joy ride to space,\" he added.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":932,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877936040,"gmtCreate":1637856056916,"gmtModify":1637856057002,"author":{"id":"3582600581738317","authorId":"3582600581738317","name":"andrewshum","avatar":"https://static.tigerbbs.com/3a4a9224853eb7bf5293363b761f6ba1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582600581738317","idStr":"3582600581738317"},"themes":[],"title":"","htmlText":"&nbsp;like","listText":"&nbsp;like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/877936040","repostId":"1143924299","repostType":4,"repost":{"id":"1143924299","kind":"news","pubTimestamp":1637846658,"share":"https://www.laohu8.com/m/news/1143924299?lang=zh_CN&edition=full","pubTime":"2021-11-25 21:24","market":"us","language":"en","title":"What Inflation? Small Investors Keep Piling Into Flashy Growth Stocks<blockquote>什么通货膨胀？小投资者不断涌入华丽的成长型股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1143924299","media":"WSJ","summary":"Conventional Wall Street wisdom says inflation is bad for growth and technology stocks. Many small i","content":"<p>Conventional Wall Street wisdom says inflation is bad for growth and technology stocks. Many small investors don’t care.</p><p><blockquote>华尔街的传统观点认为，通胀不利于增长股和科技股。很多小投资者不在乎。</blockquote></p><p> Individual investors continue to stampede into shares of growth companies, the types of buzzy stocks that have enjoyed explosive price gains this year. Advanced Micro Devices Inc.,&nbsp;Nvidia Corp. and Apple Inc. are the three stocks most purchased this month by individual investors, according to VandaTrack, a Vanda Research flow tracker that measures net purchases.</p><p><blockquote>个人投资者继续涌入成长型公司的股票，这些热门股票今年价格出现了爆炸性上涨。根据衡量净购买量的Vanda Research流量跟踪机构VandaTrack的数据，Advanced Micro Devices Inc.、Nvidia Corp.和苹果公司是本月个人投资者购买最多的三只股票。</blockquote></p><p> Growth stocks are typically companies—often tech firms—that are expected to deliver faster-than-average profit growth in the future. They tend to flourish in a low-rate environment, including over the past year and a half. Investors are typically willing to pay higher prices for such companies when they don’t see many alternatives for making sizable profits.</p><p><blockquote>成长型股票通常是预计未来利润增长快于平均水平的公司（通常是科技公司）。它们往往在低利率环境中蓬勃发展，包括在过去一年半的时间里。当投资者看不到许多赚取可观利润的替代方案时，他们通常愿意为此类公司支付更高的价格。</blockquote></p><p> For example, 18 of the stocks that are most favored by individual investors, including the chip makers AMD and Nvidia, trade on average at nearly 13 times their trailing 12-month sales, according to an analysis by Dow Jones Market Data. Stocks in the S&amp;P 500 trade at an average of three times their sales.</p><p><blockquote>例如，根据道琼斯市场数据的分析，包括芯片制造商AMD和英伟达在内的18只最受个人投资者青睐的股票的平均交易价格是其过去12个月销售额的近13倍。标普500股票的平均交易价格是其销售额的三倍。</blockquote></p><p> But mounting inflation can be troublesome for growth stocks. That is because inflation brings the prospect of higher interest rates and higher bond yields, making the future cash flows of growth stocks less attractive. Traders, in turn, typically shuffle their portfolios to include other investments that stand to benefit from rising rates.</p><p><blockquote>但通胀上升可能会给成长型股票带来麻烦。这是因为通胀带来了利率上升和债券收益率上升的前景，使得成长型股票的未来现金流吸引力下降。反过来，交易者通常会调整他们的投资组合，纳入其他将从利率上升中受益的投资。</blockquote></p><p> A government report this month showed that the consumer-price index jumped 6.2% in October from a year earlier, climbing atthe fastest pace in three decades. Fund-flow tracker EPFR, whose data captures mostly institutional investor behavior, estimates that investors responded by yanking more than $2 billion out of U.S. tech-focused mutual and exchange-traded funds in the two weeks ended Nov. 17. That marks the worst stretch since a two-week period ended in early January 2019.</p><p><blockquote>本月的一份政府报告显示，10月份消费者价格指数同比上涨6.2%，以三十年来最快的速度攀升。资金流追踪公司EPFR的数据主要捕捉机构投资者的行为，该公司估计，截至11月17日的两周内，投资者从美国以科技为重点的共同基金和交易所交易基金中撤出了超过20亿美元。这是自2019年1月初结束的两周以来最糟糕的一段时间。</blockquote></p><p> At the same time, institutional investors are pumping money into more value-oriented sectors, such as consumer goods, healthcare and utilities, EPFR data show. Those industries tend to trade at lower valuations and tend to be more defensive moves for investors during times of heightened uncertainty.</p><p><blockquote>EPFR数据显示，与此同时，机构投资者正在向消费品、医疗保健和公用事业等更具价值导向的行业注入资金。这些行业的估值往往较低，在不确定性加剧的时期，投资者往往会采取更具防御性的举措。</blockquote></p><p> Greg Hahn, chief investment officer of Indianapolis-based Winthrop Capital Management, said his team has been paring back exposure to large-cap technology stocks.</p><p><blockquote>总部位于印第安纳波利斯的温思罗普资本管理公司首席投资官格雷格·哈恩表示，他的团队一直在削减对大型科技股的投资。</blockquote></p><p> “We’re shifting out of growth,” Mr. Hahn said. Instead, the firm is focused on finding quality companies that have reasonable valuations and strong balance sheets—ones that are “sustainable in a potentially rough next market cycle,” he said.</p><p><blockquote>“我们正在摆脱增长，”哈恩先生说。相反，该公司专注于寻找估值合理、资产负债表强劲的优质公司——这些公司“在可能艰难的下一个市场周期中可持续发展”，他表示。</blockquote></p><p> Recently, Mr. Hahn said, he has added exposure to a company that manufactures engines and generators and a pharmaceutical company that produces medicines and other products for animals.</p><p><blockquote>哈恩先生说，最近，他增加了对一家制造发动机和发电机的公司以及一家为动物生产药品和其他产品的制药公司的投资。</blockquote></p><p> To be sure, U.S. stocks are still hovering near records, bond yields remain historically low and&nbsp;an earlier rally in gold prices&nbsp;has subsided. That suggests that inflation fears haven’t yet spurred many professional investors to entirely upend their playbooks. Some 61% of fund managers surveyed this month believe inflation is transitory, according to Bank of America Global Research.</p><p><blockquote>可以肯定的是，美国股市仍在纪录附近徘徊，债券收益率仍处于历史低位，金价早些时候的涨势已经消退。这表明通胀担忧尚未刺激许多专业投资者完全颠覆他们的策略。根据美国银行全球研究部的数据，本月接受调查的约61%的基金经理认为通胀是暂时的。</blockquote></p><p> Still, the recent divergence in strategy between professional and individual investors is the latest example of&nbsp;the unusual dynamics that have played out in financial markets&nbsp;this year. Repeatedly, small investors&nbsp;have upended longstanding trading strategies&nbsp;by sending stocks such asGameStopCorp.andHertz Global HoldingsInc.HTZ11.06%soaring, with little regard for the companies’ underlying value. Some rely on classic momentum investing—a strategy of buying assets simply because they are rising.</p><p><blockquote>尽管如此，最近专业投资者和个人投资者之间的策略分歧是今年金融市场异常动态的最新例子。小投资者多次颠覆了长期的交易策略，推动GameStopCorp.和Hertz Global HoldingsInc.等股票飙升，而很少考虑这些公司的潜在价值。有些人依赖经典的动量投资——一种仅仅因为资产正在上涨就购买资产的策略。</blockquote></p><p> It isn’t uncommon for stocks favored by individual investors to be volatile. But those stocks can pay off too: AMD and Nvidia are each up 28% or more month-to-date, while Apple has climbed 8.1%. That compares with a 2.1% rise for the S&amp;P 500.</p><p><blockquote>个人投资者青睐的股票波动并不罕见。但这些股票也可以获得回报：AMD和Nvidia本月迄今均上涨了28%或更多，而苹果则上涨了8.1%。相比之下，标普500的涨幅为2.1%。</blockquote></p><p> “The lesson we’ve learned over the past 12 to 18 months…is that IPOs, fiscal stimulus and other micro [events] are much bigger drivers for retail investor behavior” than inflation readings, said Viraj Patel, global macro strategist at Vanda Research. “We’ve never woken up the day after the CPI and seen huge selling from retail investors.”</p><p><blockquote>Vanda Research全球宏观策略师Viraj Patel表示，“我们在过去12至18个月中吸取的教训……是，IPO、财政刺激和其他微观[事件]是散户投资者行为的更大驱动因素”。“我们从来没有在CPI公布后的第二天醒来，看到散户投资者大量抛售。”</blockquote></p><p> Matt Delao, a 28-year-old individual investor from California, said he has followed data on inflation and supply-chain snarls this year. But he said his trading strategy has focused mostly on screening for stocks that appear priced for a significant move. Recently, he has traded options for AMD and bitcoin-mining companyRiot Blockchain&nbsp;Inc.</p><p><blockquote>来自加州的28岁个人投资者马特·德劳(Matt Delao)表示，他今年一直在关注通胀和供应链混乱的数据。但他表示，他的交易策略主要集中在筛选那些定价似乎会出现重大波动的股票。最近，他交易了AMD和比特币矿业公司Riot Blockchain Inc.的期权。</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>What Inflation? Small Investors Keep Piling Into Flashy Growth Stocks<blockquote>什么通货膨胀？小投资者不断涌入华丽的成长型股票</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\">\nWhat Inflation? Small Investors Keep Piling Into Flashy Growth Stocks<blockquote>什么通货膨胀？小投资者不断涌入华丽的成长型股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">WSJ</strong><span class=\"h-time small\">2021-11-25 21:24</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Conventional Wall Street wisdom says inflation is bad for growth and technology stocks. Many small investors don’t care.</p><p><blockquote>华尔街的传统观点认为，通胀不利于增长股和科技股。很多小投资者不在乎。</blockquote></p><p> Individual investors continue to stampede into shares of growth companies, the types of buzzy stocks that have enjoyed explosive price gains this year. Advanced Micro Devices Inc.,&nbsp;Nvidia Corp. and Apple Inc. are the three stocks most purchased this month by individual investors, according to VandaTrack, a Vanda Research flow tracker that measures net purchases.</p><p><blockquote>个人投资者继续涌入成长型公司的股票，这些热门股票今年价格出现了爆炸性上涨。根据衡量净购买量的Vanda Research流量跟踪机构VandaTrack的数据，Advanced Micro Devices Inc.、Nvidia Corp.和苹果公司是本月个人投资者购买最多的三只股票。</blockquote></p><p> Growth stocks are typically companies—often tech firms—that are expected to deliver faster-than-average profit growth in the future. They tend to flourish in a low-rate environment, including over the past year and a half. Investors are typically willing to pay higher prices for such companies when they don’t see many alternatives for making sizable profits.</p><p><blockquote>成长型股票通常是预计未来利润增长快于平均水平的公司（通常是科技公司）。它们往往在低利率环境中蓬勃发展，包括在过去一年半的时间里。当投资者看不到许多赚取可观利润的替代方案时，他们通常愿意为此类公司支付更高的价格。</blockquote></p><p> For example, 18 of the stocks that are most favored by individual investors, including the chip makers AMD and Nvidia, trade on average at nearly 13 times their trailing 12-month sales, according to an analysis by Dow Jones Market Data. Stocks in the S&amp;P 500 trade at an average of three times their sales.</p><p><blockquote>例如，根据道琼斯市场数据的分析，包括芯片制造商AMD和英伟达在内的18只最受个人投资者青睐的股票的平均交易价格是其过去12个月销售额的近13倍。标普500股票的平均交易价格是其销售额的三倍。</blockquote></p><p> But mounting inflation can be troublesome for growth stocks. That is because inflation brings the prospect of higher interest rates and higher bond yields, making the future cash flows of growth stocks less attractive. Traders, in turn, typically shuffle their portfolios to include other investments that stand to benefit from rising rates.</p><p><blockquote>但通胀上升可能会给成长型股票带来麻烦。这是因为通胀带来了利率上升和债券收益率上升的前景，使得成长型股票的未来现金流吸引力下降。反过来，交易者通常会调整他们的投资组合，纳入其他将从利率上升中受益的投资。</blockquote></p><p> A government report this month showed that the consumer-price index jumped 6.2% in October from a year earlier, climbing atthe fastest pace in three decades. Fund-flow tracker EPFR, whose data captures mostly institutional investor behavior, estimates that investors responded by yanking more than $2 billion out of U.S. tech-focused mutual and exchange-traded funds in the two weeks ended Nov. 17. That marks the worst stretch since a two-week period ended in early January 2019.</p><p><blockquote>本月的一份政府报告显示，10月份消费者价格指数同比上涨6.2%，以三十年来最快的速度攀升。资金流追踪公司EPFR的数据主要捕捉机构投资者的行为，该公司估计，截至11月17日的两周内，投资者从美国以科技为重点的共同基金和交易所交易基金中撤出了超过20亿美元。这是自2019年1月初结束的两周以来最糟糕的一段时间。</blockquote></p><p> At the same time, institutional investors are pumping money into more value-oriented sectors, such as consumer goods, healthcare and utilities, EPFR data show. Those industries tend to trade at lower valuations and tend to be more defensive moves for investors during times of heightened uncertainty.</p><p><blockquote>EPFR数据显示，与此同时，机构投资者正在向消费品、医疗保健和公用事业等更具价值导向的行业注入资金。这些行业的估值往往较低，在不确定性加剧的时期，投资者往往会采取更具防御性的举措。</blockquote></p><p> Greg Hahn, chief investment officer of Indianapolis-based Winthrop Capital Management, said his team has been paring back exposure to large-cap technology stocks.</p><p><blockquote>总部位于印第安纳波利斯的温思罗普资本管理公司首席投资官格雷格·哈恩表示，他的团队一直在削减对大型科技股的投资。</blockquote></p><p> “We’re shifting out of growth,” Mr. Hahn said. Instead, the firm is focused on finding quality companies that have reasonable valuations and strong balance sheets—ones that are “sustainable in a potentially rough next market cycle,” he said.</p><p><blockquote>“我们正在摆脱增长，”哈恩先生说。相反，该公司专注于寻找估值合理、资产负债表强劲的优质公司——这些公司“在可能艰难的下一个市场周期中可持续发展”，他表示。</blockquote></p><p> Recently, Mr. Hahn said, he has added exposure to a company that manufactures engines and generators and a pharmaceutical company that produces medicines and other products for animals.</p><p><blockquote>哈恩先生说，最近，他增加了对一家制造发动机和发电机的公司以及一家为动物生产药品和其他产品的制药公司的投资。</blockquote></p><p> To be sure, U.S. stocks are still hovering near records, bond yields remain historically low and&nbsp;an earlier rally in gold prices&nbsp;has subsided. That suggests that inflation fears haven’t yet spurred many professional investors to entirely upend their playbooks. Some 61% of fund managers surveyed this month believe inflation is transitory, according to Bank of America Global Research.</p><p><blockquote>可以肯定的是，美国股市仍在纪录附近徘徊，债券收益率仍处于历史低位，金价早些时候的涨势已经消退。这表明通胀担忧尚未刺激许多专业投资者完全颠覆他们的策略。根据美国银行全球研究部的数据，本月接受调查的约61%的基金经理认为通胀是暂时的。</blockquote></p><p> Still, the recent divergence in strategy between professional and individual investors is the latest example of&nbsp;the unusual dynamics that have played out in financial markets&nbsp;this year. Repeatedly, small investors&nbsp;have upended longstanding trading strategies&nbsp;by sending stocks such asGameStopCorp.andHertz Global HoldingsInc.HTZ11.06%soaring, with little regard for the companies’ underlying value. Some rely on classic momentum investing—a strategy of buying assets simply because they are rising.</p><p><blockquote>尽管如此，最近专业投资者和个人投资者之间的策略分歧是今年金融市场异常动态的最新例子。小投资者多次颠覆了长期的交易策略，推动GameStopCorp.和Hertz Global HoldingsInc.等股票飙升，而很少考虑这些公司的潜在价值。有些人依赖经典的动量投资——一种仅仅因为资产正在上涨就购买资产的策略。</blockquote></p><p> It isn’t uncommon for stocks favored by individual investors to be volatile. But those stocks can pay off too: AMD and Nvidia are each up 28% or more month-to-date, while Apple has climbed 8.1%. That compares with a 2.1% rise for the S&amp;P 500.</p><p><blockquote>个人投资者青睐的股票波动并不罕见。但这些股票也可以获得回报：AMD和Nvidia本月迄今均上涨了28%或更多，而苹果则上涨了8.1%。相比之下，标普500的涨幅为2.1%。</blockquote></p><p> “The lesson we’ve learned over the past 12 to 18 months…is that IPOs, fiscal stimulus and other micro [events] are much bigger drivers for retail investor behavior” than inflation readings, said Viraj Patel, global macro strategist at Vanda Research. “We’ve never woken up the day after the CPI and seen huge selling from retail investors.”</p><p><blockquote>Vanda Research全球宏观策略师Viraj Patel表示，“我们在过去12至18个月中吸取的教训……是，IPO、财政刺激和其他微观[事件]是散户投资者行为的更大驱动因素”。“我们从来没有在CPI公布后的第二天醒来，看到散户投资者大量抛售。”</blockquote></p><p> Matt Delao, a 28-year-old individual investor from California, said he has followed data on inflation and supply-chain snarls this year. But he said his trading strategy has focused mostly on screening for stocks that appear priced for a significant move. Recently, he has traded options for AMD and bitcoin-mining companyRiot Blockchain&nbsp;Inc.</p><p><blockquote>来自加州的28岁个人投资者马特·德劳(Matt Delao)表示，他今年一直在关注通胀和供应链混乱的数据。但他表示，他的交易策略主要集中在筛选那些定价似乎会出现重大波动的股票。最近，他交易了AMD和比特币矿业公司Riot Blockchain Inc.的期权。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.wsj.com/articles/what-inflation-small-investors-keep-piling-into-flashy-growth-stocks-11637836200?siteid=yhoof2\">WSJ</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","AMD":"美国超微公司","AAPL":"苹果"},"source_url":"https://www.wsj.com/articles/what-inflation-small-investors-keep-piling-into-flashy-growth-stocks-11637836200?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143924299","content_text":"Conventional Wall Street wisdom says inflation is bad for growth and technology stocks. Many small investors don’t care.\nIndividual investors continue to stampede into shares of growth companies, the types of buzzy stocks that have enjoyed explosive price gains this year. Advanced Micro Devices Inc., Nvidia Corp. and Apple Inc. are the three stocks most purchased this month by individual investors, according to VandaTrack, a Vanda Research flow tracker that measures net purchases.\nGrowth stocks are typically companies—often tech firms—that are expected to deliver faster-than-average profit growth in the future. They tend to flourish in a low-rate environment, including over the past year and a half. Investors are typically willing to pay higher prices for such companies when they don’t see many alternatives for making sizable profits.\nFor example, 18 of the stocks that are most favored by individual investors, including the chip makers AMD and Nvidia, trade on average at nearly 13 times their trailing 12-month sales, according to an analysis by Dow Jones Market Data. Stocks in the S&P 500 trade at an average of three times their sales.\nBut mounting inflation can be troublesome for growth stocks. That is because inflation brings the prospect of higher interest rates and higher bond yields, making the future cash flows of growth stocks less attractive. Traders, in turn, typically shuffle their portfolios to include other investments that stand to benefit from rising rates.\nA government report this month showed that the consumer-price index jumped 6.2% in October from a year earlier, climbing atthe fastest pace in three decades. Fund-flow tracker EPFR, whose data captures mostly institutional investor behavior, estimates that investors responded by yanking more than $2 billion out of U.S. tech-focused mutual and exchange-traded funds in the two weeks ended Nov. 17. That marks the worst stretch since a two-week period ended in early January 2019.\nAt the same time, institutional investors are pumping money into more value-oriented sectors, such as consumer goods, healthcare and utilities, EPFR data show. Those industries tend to trade at lower valuations and tend to be more defensive moves for investors during times of heightened uncertainty.\nGreg Hahn, chief investment officer of Indianapolis-based Winthrop Capital Management, said his team has been paring back exposure to large-cap technology stocks.\n“We’re shifting out of growth,” Mr. Hahn said. Instead, the firm is focused on finding quality companies that have reasonable valuations and strong balance sheets—ones that are “sustainable in a potentially rough next market cycle,” he said.\nRecently, Mr. Hahn said, he has added exposure to a company that manufactures engines and generators and a pharmaceutical company that produces medicines and other products for animals.\nTo be sure, U.S. stocks are still hovering near records, bond yields remain historically low and an earlier rally in gold prices has subsided. That suggests that inflation fears haven’t yet spurred many professional investors to entirely upend their playbooks. Some 61% of fund managers surveyed this month believe inflation is transitory, according to Bank of America Global Research.\nStill, the recent divergence in strategy between professional and individual investors is the latest example of the unusual dynamics that have played out in financial markets this year. Repeatedly, small investors have upended longstanding trading strategies by sending stocks such asGameStopCorp.andHertz Global HoldingsInc.HTZ11.06%soaring, with little regard for the companies’ underlying value. Some rely on classic momentum investing—a strategy of buying assets simply because they are rising.\nIt isn’t uncommon for stocks favored by individual investors to be volatile. But those stocks can pay off too: AMD and Nvidia are each up 28% or more month-to-date, while Apple has climbed 8.1%. That compares with a 2.1% rise for the S&P 500.\n“The lesson we’ve learned over the past 12 to 18 months…is that IPOs, fiscal stimulus and other micro [events] are much bigger drivers for retail investor behavior” than inflation readings, said Viraj Patel, global macro strategist at Vanda Research. “We’ve never woken up the day after the CPI and seen huge selling from retail investors.”\nMatt Delao, a 28-year-old individual investor from California, said he has followed data on inflation and supply-chain snarls this year. But he said his trading strategy has focused mostly on screening for stocks that appear priced for a significant move. Recently, he has traded options for AMD and bitcoin-mining companyRiot Blockchain Inc.","news_type":1,"symbols_score_info":{"AAPL":0.9,"AMD":0.9,"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":1135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874889845,"gmtCreate":1637756998048,"gmtModify":1637756998153,"author":{"id":"3582600581738317","authorId":"3582600581738317","name":"andrewshum","avatar":"https://static.tigerbbs.com/3a4a9224853eb7bf5293363b761f6ba1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582600581738317","idStr":"3582600581738317"},"themes":[],"title":"","htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/874889845","repostId":"2185355754","repostType":4,"isVote":1,"tweetType":1,"viewCount":1261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875195907,"gmtCreate":1637623296947,"gmtModify":1637623297055,"author":{"id":"3582600581738317","authorId":"3582600581738317","name":"andrewshum","avatar":"https://static.tigerbbs.com/3a4a9224853eb7bf5293363b761f6ba1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582600581738317","idStr":"3582600581738317"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875195907","repostId":"1149380799","repostType":4,"repost":{"id":"1149380799","kind":"news","pubTimestamp":1637622567,"share":"https://www.laohu8.com/m/news/1149380799?lang=zh_CN&edition=full","pubTime":"2021-11-23 07:09","market":"us","language":"en","title":"DoorDash Will Pay $5.3M to San Francisco Following Benefits Investigation<blockquote>福利调查后，DoorDash将向旧金山支付530万美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1149380799","media":"TheStreet","summary":"The company reportedly failed to provide nearly 4,500 delivery workers in the city with mandated hea","content":"<p>The company reportedly failed to provide nearly 4,500 delivery workers in the city with mandated health care coverage and paid sick leave.</p><p><blockquote>据报道，该公司未能为该市近4,500名送货人员提供强制医疗保险和带薪病假。</blockquote></p><p> Shares of food delivery service DoorDash&nbsp;were falling Monday after the company reportedly agreed to pay $5.3 million to settle allegations of failing to provide proper benefits for workers in San Francisco.</p><p><blockquote>据报道，食品配送服务DoorDash同意支付530万美元来解决未能为旧金山工人提供适当福利的指控，该公司股价周一下跌。</blockquote></p><p> The company reportedly failed to provide nearly 4,500 delivery workers in the city with mandated health care coverage and paid sick leave, the San Francisco Chronicle reported.</p><p><blockquote>据《旧金山纪事报》报道，该公司未能为该市近4,500名送货人员提供强制医疗保险和带薪病假。</blockquote></p><p> “We believe (DoorDash couriers) were misclassified and should have been employees for years,” said San Francisco City Attorney David Chiu. “That is not part of the settlement but it is the perspective of the city.”</p><p><blockquote>旧金山市律师David Chiu表示：“我们认为（DoorDash快递员）被错误分类，应该是多年来的员工。”“这不是和解的一部分，但这是这座城市的观点。”</blockquote></p><p> DoorDash did not admit any wrongdoing as part of the settlement. DoorDash shares on Monday fell 6.4% to $201.46.</p><p><blockquote>作为和解协议的一部分，DoorDash没有承认任何不当行为。DoorDash股价周一下跌6.4%，至201.46美元。</blockquote></p><p> \"While we deny any wrongdoing, we feel that this settlement represents a fair compromise that will allow us to focus on continuing to provide the best experience for Dashers,\" a DoorDash spokesperson said.</p><p><blockquote>DoorDash发言人表示：“虽然我们否认有任何不当行为，但我们认为这一和解代表了公平的妥协，使我们能够专注于继续为Dashers提供最佳体验。”</blockquote></p><p> Most of the DoorDash settlement money will go directly to workers, most of whom will receive between $500 and $1,500, though some awards will range up to $17,000 depending on how often couriers worked between 2016 and 2020.</p><p><blockquote>DoorDash的大部分和解金将直接支付给工人，其中大多数人将获得500至1,500美元，但根据快递员在2016年至2020年间的工作频率，一些奖励将高达17,000美元。</blockquote></p><p> A 2019 complaint led to the city's Office of Labor Standards Enforcement investigation and settlement.</p><p><blockquote>2019年的一次投诉导致了该市劳工标准执行办公室的调查和和解。</blockquote></p><p> Proposition 22, which was passed in late 2020, officially classified couriers in California as gig workers and not employees who require benefits. However, the time covered in the labor investigation appears to be before Prop. 22 passed.</p><p><blockquote>2020年底通过的22号提案正式将加州的快递员归类为零工，而不是需要福利的员工。然而，劳工调查中涵盖的时间似乎是在Prop之前。22通过。</blockquote></p><p> DoorDash says that on average, couriers in cities across California earned over 30% more in January 2021 than they did before Prop 22.</p><p><blockquote>DoorDash表示，平均而言，2021年1月，加州各城市的快递员收入比22号提案之前高出30%以上。</blockquote></p><p> The company estimates that DoorDashers in the Bay Area earned over $36 per hour while on deliveries, compared to $25 per hour nationally.</p><p><blockquote>该公司估计，湾区的门卫在送货时每小时收入超过36美元，而全国每小时收入为25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>DoorDash Will Pay $5.3M to San Francisco Following Benefits Investigation<blockquote>福利调查后，DoorDash将向旧金山支付530万美元</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDoorDash Will Pay $5.3M to San Francisco Following Benefits Investigation<blockquote>福利调查后，DoorDash将向旧金山支付530万美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-11-23 07:09</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The company reportedly failed to provide nearly 4,500 delivery workers in the city with mandated health care coverage and paid sick leave.</p><p><blockquote>据报道，该公司未能为该市近4,500名送货人员提供强制医疗保险和带薪病假。</blockquote></p><p> Shares of food delivery service DoorDash&nbsp;were falling Monday after the company reportedly agreed to pay $5.3 million to settle allegations of failing to provide proper benefits for workers in San Francisco.</p><p><blockquote>据报道，食品配送服务DoorDash同意支付530万美元来解决未能为旧金山工人提供适当福利的指控，该公司股价周一下跌。</blockquote></p><p> The company reportedly failed to provide nearly 4,500 delivery workers in the city with mandated health care coverage and paid sick leave, the San Francisco Chronicle reported.</p><p><blockquote>据《旧金山纪事报》报道，该公司未能为该市近4,500名送货人员提供强制医疗保险和带薪病假。</blockquote></p><p> “We believe (DoorDash couriers) were misclassified and should have been employees for years,” said San Francisco City Attorney David Chiu. “That is not part of the settlement but it is the perspective of the city.”</p><p><blockquote>旧金山市律师David Chiu表示：“我们认为（DoorDash快递员）被错误分类，应该是多年来的员工。”“这不是和解的一部分，但这是这座城市的观点。”</blockquote></p><p> DoorDash did not admit any wrongdoing as part of the settlement. DoorDash shares on Monday fell 6.4% to $201.46.</p><p><blockquote>作为和解协议的一部分，DoorDash没有承认任何不当行为。DoorDash股价周一下跌6.4%，至201.46美元。</blockquote></p><p> \"While we deny any wrongdoing, we feel that this settlement represents a fair compromise that will allow us to focus on continuing to provide the best experience for Dashers,\" a DoorDash spokesperson said.</p><p><blockquote>DoorDash发言人表示：“虽然我们否认有任何不当行为，但我们认为这一和解代表了公平的妥协，使我们能够专注于继续为Dashers提供最佳体验。”</blockquote></p><p> Most of the DoorDash settlement money will go directly to workers, most of whom will receive between $500 and $1,500, though some awards will range up to $17,000 depending on how often couriers worked between 2016 and 2020.</p><p><blockquote>DoorDash的大部分和解金将直接支付给工人，其中大多数人将获得500至1,500美元，但根据快递员在2016年至2020年间的工作频率，一些奖励将高达17,000美元。</blockquote></p><p> A 2019 complaint led to the city's Office of Labor Standards Enforcement investigation and settlement.</p><p><blockquote>2019年的一次投诉导致了该市劳工标准执行办公室的调查和和解。</blockquote></p><p> Proposition 22, which was passed in late 2020, officially classified couriers in California as gig workers and not employees who require benefits. However, the time covered in the labor investigation appears to be before Prop. 22 passed.</p><p><blockquote>2020年底通过的22号提案正式将加州的快递员归类为零工，而不是需要福利的员工。然而，劳工调查中涵盖的时间似乎是在Prop之前。22通过。</blockquote></p><p> DoorDash says that on average, couriers in cities across California earned over 30% more in January 2021 than they did before Prop 22.</p><p><blockquote>DoorDash表示，平均而言，2021年1月，加州各城市的快递员收入比22号提案之前高出30%以上。</blockquote></p><p> The company estimates that DoorDashers in the Bay Area earned over $36 per hour while on deliveries, compared to $25 per hour nationally.</p><p><blockquote>该公司估计，湾区的门卫在送货时每小时收入超过36美元，而全国每小时收入为25美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/investing/doordash-drops-on-settlement-report\">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":{"DASH":"DoorDash, Inc."},"source_url":"https://www.thestreet.com/investing/doordash-drops-on-settlement-report","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149380799","content_text":"The company reportedly failed to provide nearly 4,500 delivery workers in the city with mandated health care coverage and paid sick leave.\nShares of food delivery service DoorDash were falling Monday after the company reportedly agreed to pay $5.3 million to settle allegations of failing to provide proper benefits for workers in San Francisco.\nThe company reportedly failed to provide nearly 4,500 delivery workers in the city with mandated health care coverage and paid sick leave, the San Francisco Chronicle reported.\n“We believe (DoorDash couriers) were misclassified and should have been employees for years,” said San Francisco City Attorney David Chiu. “That is not part of the settlement but it is the perspective of the city.”\nDoorDash did not admit any wrongdoing as part of the settlement. DoorDash shares on Monday fell 6.4% to $201.46.\n\"While we deny any wrongdoing, we feel that this settlement represents a fair compromise that will allow us to focus on continuing to provide the best experience for Dashers,\" a DoorDash spokesperson said.\nMost of the DoorDash settlement money will go directly to workers, most of whom will receive between $500 and $1,500, though some awards will range up to $17,000 depending on how often couriers worked between 2016 and 2020.\nA 2019 complaint led to the city's Office of Labor Standards Enforcement investigation and settlement.\nProposition 22, which was passed in late 2020, officially classified couriers in California as gig workers and not employees who require benefits. However, the time covered in the labor investigation appears to be before Prop. 22 passed.\nDoorDash says that on average, couriers in cities across California earned over 30% more in January 2021 than they did before Prop 22.\nThe company estimates that DoorDashers in the Bay Area earned over $36 per hour while on deliveries, compared to $25 per hour nationally.","news_type":1,"symbols_score_info":{"DASH":0.9}},"isVote":1,"tweetType":1,"viewCount":883,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872507153,"gmtCreate":1637544111316,"gmtModify":1637544111433,"author":{"id":"3582600581738317","authorId":"3582600581738317","name":"andrewshum","avatar":"https://static.tigerbbs.com/3a4a9224853eb7bf5293363b761f6ba1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582600581738317","idStr":"3582600581738317"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872507153","repostId":"1148648835","repostType":4,"repost":{"id":"1148648835","kind":"news","pubTimestamp":1637541484,"share":"https://www.laohu8.com/m/news/1148648835?lang=zh_CN&edition=full","pubTime":"2021-11-22 08:38","market":"us","language":"en","title":"Shortages Are Roiling Tech Stocks. Here’s 1 That Looks Particularly Cheap.<blockquote>短缺正在扰乱科技股。这里有一个看起来特别便宜的。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1148648835","media":"Barrons","summary":"As supply-chain issues roil the tech sector, no company underscores the issue more than Cisco System","content":"<p>As supply-chain issues roil the tech sector, no company underscores the issue more than&nbsp;Cisco Systems.The stock fell more than 6% on Thursday after the company reported financial results that were dented by a panoply of component delays. And yet, it’s hard to find an enterprise tech company with a more appealing long-term outlook.</p><p><blockquote>随着供应链问题扰乱科技行业，没有哪家公司比思科系统公司更强调这个问题。周四，该公司公布的财务业绩因一系列零部件延误而受到影响，该股股价下跌超过6%。然而，很难找到一家长期前景更具吸引力的企业科技公司。</blockquote></p><p> While there will be continued near-term noise for Cisco (ticker: CSCO), investors should hop aboard now—the selloff this past week has made a cheap stock even cheaper.</p><p><blockquote>尽管思科（股票代码：CSCO）近期将持续存在噪音，但投资者现在应该买入——过去一周的抛售使廉价股票变得更加便宜。</blockquote></p><p> Cisco is seeing increased demand across its customer base: Cloud computing vendors are ramping up capital spending to meet soaring demand, telecom companies are rolling out their 5G networks around the world, and enterprise information-technology firms are accelerating spending as the pandemic fades.</p><p><blockquote>思科看到其客户群的需求不断增加：云计算供应商正在增加资本支出以满足飙升的需求，电信公司正在全球推出5G网络，随着疫情的消退，企业信息技术公司正在加速支出。</blockquote></p><p> In its fiscal first quarter ended on Oct. 30, Cisco saw 33% order growth, accelerating from 31% in the July quarter, with a whopping 200% growth in demand from “webscale” cloud providers and a 60% increase from telcos. Cisco said it exited the October quarter with the highest backlog in its history.</p><p><blockquote>在截至10月30日的第一财季，思科的订单增长了33%，高于7月份季度的31%，其中“webscale”云提供商的需求增长了200%，电信公司的需求增长了60%。思科表示，10月份季度的积压订单数量创下历史最高水平。</blockquote></p><p> Investors were too focused on the supply-chain issues to notice. While revenue of $12.9 billion was up 8% from the total a year earlier, it was toward the low end of the company’s guidance range of 7.5% to 9.5% and about $100 million shy of Wall Street estimates. The company’s revenue outlook for the January quarter calls for growth of 4.5% to 6.5%. At the midpoint, that implies revenue of $12.6 billion, about $300 million short of the old Wall Street consensus. Cisco is selling everything it can, but demand has dramatically outstripped its ability to meet customer needs.</p><p><blockquote>投资者过于关注供应链问题而没有注意到。虽然129亿美元的收入比去年同期增长了8%，但接近该公司7.5%至9.5%指导范围的低端，比华尔街的预期低约1亿美元。该公司对评级1月份季度的收入预期为增长4.5%至6.5%。按中点计算，这意味着收入为126亿美元，比华尔街旧共识少约3亿美元。思科正在销售它能销售的一切，但需求已经大大超过了它满足客户需求的能力。</blockquote></p><p> Two months ago, I wrote a bullish column about Cisco, ahead of its first meeting with analysts in four years. I noted that July-quarter results had been better than expected, due to some of the factors noted above, including strong demand from cloud vendors.</p><p><blockquote>两个月前，在思科四年来首次与分析师会面之前，我写了一篇关于思科的乐观专栏。我注意到，由于上述一些因素，包括云供应商的强劲需求，7月份季度的业绩好于预期。</blockquote></p><p> At the much-anticipated analyst meeting, Cisco said it expected annual profit and revenue growth of 5% to 7% through 2025, driven by an expanding portfolio of subscription-based businesses. And this past week, Cisco repeated its projection for growth in that same range for the July 2022 fiscal year, suggesting acceleration in the second half of the fiscal year.</p><p><blockquote>在备受期待的分析师会议上，思科表示，在不断扩大的订阅业务组合的推动下，预计到2025年，年利润和收入将增长5%至7%。上周，思科重申了2022年7月财年在同一范围内的增长预测，表明本财年下半年将加速增长。</blockquote></p><p> But right now, supply-chain issues are creating multiple problems for the company. For one thing, Cisco can’t get enough semiconductors, power supplies, and other key components to fulfill its needs. Manufacturing capacity is also an issue for Cisco, which doesn’t do any in-house manufacturing.</p><p><blockquote>但目前，供应链问题给该公司带来了多重问题。一方面，思科无法获得足够的半导体、电源和其他关键组件来满足其需求。对于思科来说，制造能力也是一个问题，因为它不进行任何内部制造。</blockquote></p><p> Cisco is providing financial support to contract manufacturing partners to expand capacity, and it’s adding more suppliers to address a severe shortage of finished goods, but the larger problem remains.</p><p><blockquote>思科正在向合同制造合作伙伴提供财务支持以扩大产能，并增加更多供应商以解决成品严重短缺的问题，但更大的问题仍然存在。</blockquote></p><p> Cisco Chief Financial Officer Scott Herren says the company is “working night and day” to resolve the component shortages.</p><p><blockquote>思科首席财务官斯科特·赫伦表示，该公司正在“夜以继日地工作”来解决组件短缺问题。</blockquote></p><p> That’s adding new expenses in the short term. To get parts faster, Cisco is paying surcharges for expedited delivery of some components. Herren says that air, ocean, and trucking shipping routes all remain “snarled.”</p><p><blockquote>这在短期内会增加新的开支。为了更快地获得零件，思科为一些组件的加急交付支付附加费。赫伦说，空运、海运和卡车运输路线仍然“混乱”。</blockquote></p><p> Cisco has raised prices on many products to offset the higher costs, but it will take time for the increases to flow through to the income statement, and pressure on margins will remain for at least the next few quarters.</p><p><blockquote>思科已经提高了许多产品的价格，以抵消更高的成本，但价格上涨需要时间才能反映到损益表中，至少在未来几个季度，利润率面临的压力仍将存在。</blockquote></p><p> J.P. Morgan analyst Samik Chatterjee wrote this past week that Cisco’s latest results offer “proof to the strong demand environment.” He concedes that supply constraints have worsened since the company reported July-quarter results, but he views the headwinds as transient, with the company’s accelerating orders “more reflective of the underlying pent-up demand for network and IT infrastructure upgrades.”</p><p><blockquote>摩根大通分析师萨米克·查特吉(Samik Chatterjee)上周写道，思科的最新业绩“证明了强劲的需求环境”。他承认，自该公司公布7月份季度业绩以来，供应限制已经恶化，但他认为不利因素是短暂的，该公司订单的加速“更多地反映了对网络和IT基础设施升级的潜在被压抑的需求”。</blockquote></p><p> Chatterjee has an Overweight rating on Cisco stock and a price target of $70, some 30% above a recent close of $53.63.</p><p><blockquote>Chatterjee对思科股票给予跑赢大盘评级，目标价为70美元，较近期收盘价53.63美元高出约30%。</blockquote></p><p> Cisco is hardly the only tech company dealing with shortages. As I wrote last month, supply-chain woes have hurt recent quarterly results at a variety of hardware companies, including&nbsp;Apple&nbsp;(AAPL), which said the issue is going to be even worse in the December quarter.</p><p><blockquote>思科并不是唯一一家面临短缺的科技公司。正如我上个月所写，供应链困境损害了多家硬件公司最近的季度业绩，其中包括苹果(AAPL)，该公司表示，这个问题在12月季度将会更加严重。</blockquote></p><p> Supply-chain problems will be a major topic of conversation in coming earnings calls from PC makers&nbsp;Dell Technologies&nbsp;(DELL) and&nbsp;HP Inc.&nbsp;(HPQ). They are both scheduled to report results after the close of trading on Tuesday.</p><p><blockquote>供应链问题将成为个人电脑制造商戴尔科技(DELL)和惠普公司(HPQ)即将举行的财报评级上讨论的主要话题。他们都计划在周二收盘后公布业绩。</blockquote></p><p> The key question for investors in hardware stocks is whether orders are being delayed—or destroyed. For some consumer goods, shortages during the holiday shopping season could result in gift-givers simply buying something else—your loved ones might have to settle for a sweater over a laptop. But when it comes to IT infrastructure, Cisco’s rivals face the same challenges; everyone is supply-constrained. No one is better-positioned.</p><p><blockquote>硬件股投资者面临的关键问题是订单是否被延迟或破坏。对于一些消费品来说，假日购物季的短缺可能会导致送礼者简单地购买其他东西——您所爱的人可能不得不满足于购买毛衣而不是笔记本电脑。但在IT基础设施方面，思科的竞争对手也面临着同样的挑战；每个人都是供应受限的。没有人处于更好的位置。</blockquote></p><p></p><p> Cisco CEO Chuck Robbins told me that he sees no signs of lost orders so far. “At some point, you lose something to someone who can deliver faster,” he said, while quickly adding that “we are getting our share the other way, as well.”</p><p><blockquote>思科首席执行官查克·罗宾斯告诉我，到目前为止，他没有看到订单丢失的迹象。“在某些时候，你会失去一些东西给能够更快交付的人，”他说，同时很快补充道，“我们也通过另一种方式获得了我们的份额。”</blockquote></p><p> Robbins noted that some competitors have deferred shipments to existing customers in order to supply new ones. But he also said that Cisco’s cancellation rates are running below historic norms. In short, most of Cisco’s customers will simply wait it out. Investors should do the same.</p><p><blockquote>罗宾斯指出，一些竞争对手推迟了向现有客户发货，以便供应新客户。但他也表示，思科的取消率低于历史正常水平。简而言之，思科的大多数客户只会等待。投资者也应该这样做。</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>Shortages Are Roiling Tech Stocks. Here’s 1 That Looks Particularly Cheap.<blockquote>短缺正在扰乱科技股。这里有一个看起来特别便宜的。</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\">\nShortages Are Roiling Tech Stocks. Here’s 1 That Looks Particularly Cheap.<blockquote>短缺正在扰乱科技股。这里有一个看起来特别便宜的。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-11-22 08:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p>As supply-chain issues roil the tech sector, no company underscores the issue more than&nbsp;Cisco Systems.The stock fell more than 6% on Thursday after the company reported financial results that were dented by a panoply of component delays. And yet, it’s hard to find an enterprise tech company with a more appealing long-term outlook.</p><p><blockquote>随着供应链问题扰乱科技行业，没有哪家公司比思科系统公司更强调这个问题。周四，该公司公布的财务业绩因一系列零部件延误而受到影响，该股股价下跌超过6%。然而，很难找到一家长期前景更具吸引力的企业科技公司。</blockquote></p><p> While there will be continued near-term noise for Cisco (ticker: CSCO), investors should hop aboard now—the selloff this past week has made a cheap stock even cheaper.</p><p><blockquote>尽管思科（股票代码：CSCO）近期将持续存在噪音，但投资者现在应该买入——过去一周的抛售使廉价股票变得更加便宜。</blockquote></p><p> Cisco is seeing increased demand across its customer base: Cloud computing vendors are ramping up capital spending to meet soaring demand, telecom companies are rolling out their 5G networks around the world, and enterprise information-technology firms are accelerating spending as the pandemic fades.</p><p><blockquote>思科看到其客户群的需求不断增加：云计算供应商正在增加资本支出以满足飙升的需求，电信公司正在全球推出5G网络，随着疫情的消退，企业信息技术公司正在加速支出。</blockquote></p><p> In its fiscal first quarter ended on Oct. 30, Cisco saw 33% order growth, accelerating from 31% in the July quarter, with a whopping 200% growth in demand from “webscale” cloud providers and a 60% increase from telcos. Cisco said it exited the October quarter with the highest backlog in its history.</p><p><blockquote>在截至10月30日的第一财季，思科的订单增长了33%，高于7月份季度的31%，其中“webscale”云提供商的需求增长了200%，电信公司的需求增长了60%。思科表示，10月份季度的积压订单数量创下历史最高水平。</blockquote></p><p> Investors were too focused on the supply-chain issues to notice. While revenue of $12.9 billion was up 8% from the total a year earlier, it was toward the low end of the company’s guidance range of 7.5% to 9.5% and about $100 million shy of Wall Street estimates. The company’s revenue outlook for the January quarter calls for growth of 4.5% to 6.5%. At the midpoint, that implies revenue of $12.6 billion, about $300 million short of the old Wall Street consensus. Cisco is selling everything it can, but demand has dramatically outstripped its ability to meet customer needs.</p><p><blockquote>投资者过于关注供应链问题而没有注意到。虽然129亿美元的收入比去年同期增长了8%，但接近该公司7.5%至9.5%指导范围的低端，比华尔街的预期低约1亿美元。该公司对评级1月份季度的收入预期为增长4.5%至6.5%。按中点计算，这意味着收入为126亿美元，比华尔街旧共识少约3亿美元。思科正在销售它能销售的一切，但需求已经大大超过了它满足客户需求的能力。</blockquote></p><p> Two months ago, I wrote a bullish column about Cisco, ahead of its first meeting with analysts in four years. I noted that July-quarter results had been better than expected, due to some of the factors noted above, including strong demand from cloud vendors.</p><p><blockquote>两个月前，在思科四年来首次与分析师会面之前，我写了一篇关于思科的乐观专栏。我注意到，由于上述一些因素，包括云供应商的强劲需求，7月份季度的业绩好于预期。</blockquote></p><p> At the much-anticipated analyst meeting, Cisco said it expected annual profit and revenue growth of 5% to 7% through 2025, driven by an expanding portfolio of subscription-based businesses. And this past week, Cisco repeated its projection for growth in that same range for the July 2022 fiscal year, suggesting acceleration in the second half of the fiscal year.</p><p><blockquote>在备受期待的分析师会议上，思科表示，在不断扩大的订阅业务组合的推动下，预计到2025年，年利润和收入将增长5%至7%。上周，思科重申了2022年7月财年在同一范围内的增长预测，表明本财年下半年将加速增长。</blockquote></p><p> But right now, supply-chain issues are creating multiple problems for the company. For one thing, Cisco can’t get enough semiconductors, power supplies, and other key components to fulfill its needs. Manufacturing capacity is also an issue for Cisco, which doesn’t do any in-house manufacturing.</p><p><blockquote>但目前，供应链问题给该公司带来了多重问题。一方面，思科无法获得足够的半导体、电源和其他关键组件来满足其需求。对于思科来说，制造能力也是一个问题，因为它不进行任何内部制造。</blockquote></p><p> Cisco is providing financial support to contract manufacturing partners to expand capacity, and it’s adding more suppliers to address a severe shortage of finished goods, but the larger problem remains.</p><p><blockquote>思科正在向合同制造合作伙伴提供财务支持以扩大产能，并增加更多供应商以解决成品严重短缺的问题，但更大的问题仍然存在。</blockquote></p><p> Cisco Chief Financial Officer Scott Herren says the company is “working night and day” to resolve the component shortages.</p><p><blockquote>思科首席财务官斯科特·赫伦表示，该公司正在“夜以继日地工作”来解决组件短缺问题。</blockquote></p><p> That’s adding new expenses in the short term. To get parts faster, Cisco is paying surcharges for expedited delivery of some components. Herren says that air, ocean, and trucking shipping routes all remain “snarled.”</p><p><blockquote>这在短期内会增加新的开支。为了更快地获得零件，思科为一些组件的加急交付支付附加费。赫伦说，空运、海运和卡车运输路线仍然“混乱”。</blockquote></p><p> Cisco has raised prices on many products to offset the higher costs, but it will take time for the increases to flow through to the income statement, and pressure on margins will remain for at least the next few quarters.</p><p><blockquote>思科已经提高了许多产品的价格，以抵消更高的成本，但价格上涨需要时间才能反映到损益表中，至少在未来几个季度，利润率面临的压力仍将存在。</blockquote></p><p> J.P. Morgan analyst Samik Chatterjee wrote this past week that Cisco’s latest results offer “proof to the strong demand environment.” He concedes that supply constraints have worsened since the company reported July-quarter results, but he views the headwinds as transient, with the company’s accelerating orders “more reflective of the underlying pent-up demand for network and IT infrastructure upgrades.”</p><p><blockquote>摩根大通分析师萨米克·查特吉(Samik Chatterjee)上周写道，思科的最新业绩“证明了强劲的需求环境”。他承认，自该公司公布7月份季度业绩以来，供应限制已经恶化，但他认为不利因素是短暂的，该公司订单的加速“更多地反映了对网络和IT基础设施升级的潜在被压抑的需求”。</blockquote></p><p> Chatterjee has an Overweight rating on Cisco stock and a price target of $70, some 30% above a recent close of $53.63.</p><p><blockquote>Chatterjee对思科股票给予跑赢大盘评级，目标价为70美元，较近期收盘价53.63美元高出约30%。</blockquote></p><p> Cisco is hardly the only tech company dealing with shortages. As I wrote last month, supply-chain woes have hurt recent quarterly results at a variety of hardware companies, including&nbsp;Apple&nbsp;(AAPL), which said the issue is going to be even worse in the December quarter.</p><p><blockquote>思科并不是唯一一家面临短缺的科技公司。正如我上个月所写，供应链困境损害了多家硬件公司最近的季度业绩，其中包括苹果(AAPL)，该公司表示，这个问题在12月季度将会更加严重。</blockquote></p><p> Supply-chain problems will be a major topic of conversation in coming earnings calls from PC makers&nbsp;Dell Technologies&nbsp;(DELL) and&nbsp;HP Inc.&nbsp;(HPQ). They are both scheduled to report results after the close of trading on Tuesday.</p><p><blockquote>供应链问题将成为个人电脑制造商戴尔科技(DELL)和惠普公司(HPQ)即将举行的财报评级上讨论的主要话题。他们都计划在周二收盘后公布业绩。</blockquote></p><p> The key question for investors in hardware stocks is whether orders are being delayed—or destroyed. For some consumer goods, shortages during the holiday shopping season could result in gift-givers simply buying something else—your loved ones might have to settle for a sweater over a laptop. But when it comes to IT infrastructure, Cisco’s rivals face the same challenges; everyone is supply-constrained. No one is better-positioned.</p><p><blockquote>硬件股投资者面临的关键问题是订单是否被延迟或破坏。对于一些消费品来说，假日购物季的短缺可能会导致送礼者简单地购买其他东西——您所爱的人可能不得不满足于购买毛衣而不是笔记本电脑。但在IT基础设施方面，思科的竞争对手也面临着同样的挑战；每个人都是供应受限的。没有人处于更好的位置。</blockquote></p><p></p><p> Cisco CEO Chuck Robbins told me that he sees no signs of lost orders so far. “At some point, you lose something to someone who can deliver faster,” he said, while quickly adding that “we are getting our share the other way, as well.”</p><p><blockquote>思科首席执行官查克·罗宾斯告诉我，到目前为止，他没有看到订单丢失的迹象。“在某些时候，你会失去一些东西给能够更快交付的人，”他说，同时很快补充道，“我们也通过另一种方式获得了我们的份额。”</blockquote></p><p> Robbins noted that some competitors have deferred shipments to existing customers in order to supply new ones. But he also said that Cisco’s cancellation rates are running below historic norms. In short, most of Cisco’s customers will simply wait it out. Investors should do the same.</p><p><blockquote>罗宾斯指出，一些竞争对手推迟了向现有客户发货，以便供应新客户。但他也表示，思科的取消率低于历史正常水平。简而言之，思科的大多数客户只会等待。投资者也应该这样做。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/supply-chain-cisco-stock-51637355322?mod=hp_LATEST\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CSCO":"思科"},"source_url":"https://www.barrons.com/articles/supply-chain-cisco-stock-51637355322?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148648835","content_text":"As supply-chain issues roil the tech sector, no company underscores the issue more than Cisco Systems.The stock fell more than 6% on Thursday after the company reported financial results that were dented by a panoply of component delays. And yet, it’s hard to find an enterprise tech company with a more appealing long-term outlook.\nWhile there will be continued near-term noise for Cisco (ticker: CSCO), investors should hop aboard now—the selloff this past week has made a cheap stock even cheaper.\nCisco is seeing increased demand across its customer base: Cloud computing vendors are ramping up capital spending to meet soaring demand, telecom companies are rolling out their 5G networks around the world, and enterprise information-technology firms are accelerating spending as the pandemic fades.\nIn its fiscal first quarter ended on Oct. 30, Cisco saw 33% order growth, accelerating from 31% in the July quarter, with a whopping 200% growth in demand from “webscale” cloud providers and a 60% increase from telcos. Cisco said it exited the October quarter with the highest backlog in its history.\nInvestors were too focused on the supply-chain issues to notice. While revenue of $12.9 billion was up 8% from the total a year earlier, it was toward the low end of the company’s guidance range of 7.5% to 9.5% and about $100 million shy of Wall Street estimates. The company’s revenue outlook for the January quarter calls for growth of 4.5% to 6.5%. At the midpoint, that implies revenue of $12.6 billion, about $300 million short of the old Wall Street consensus. Cisco is selling everything it can, but demand has dramatically outstripped its ability to meet customer needs.\nTwo months ago, I wrote a bullish column about Cisco, ahead of its first meeting with analysts in four years. I noted that July-quarter results had been better than expected, due to some of the factors noted above, including strong demand from cloud vendors.\nAt the much-anticipated analyst meeting, Cisco said it expected annual profit and revenue growth of 5% to 7% through 2025, driven by an expanding portfolio of subscription-based businesses. And this past week, Cisco repeated its projection for growth in that same range for the July 2022 fiscal year, suggesting acceleration in the second half of the fiscal year.\nBut right now, supply-chain issues are creating multiple problems for the company. For one thing, Cisco can’t get enough semiconductors, power supplies, and other key components to fulfill its needs. Manufacturing capacity is also an issue for Cisco, which doesn’t do any in-house manufacturing.\nCisco is providing financial support to contract manufacturing partners to expand capacity, and it’s adding more suppliers to address a severe shortage of finished goods, but the larger problem remains.\nCisco Chief Financial Officer Scott Herren says the company is “working night and day” to resolve the component shortages.\nThat’s adding new expenses in the short term. To get parts faster, Cisco is paying surcharges for expedited delivery of some components. Herren says that air, ocean, and trucking shipping routes all remain “snarled.”\nCisco has raised prices on many products to offset the higher costs, but it will take time for the increases to flow through to the income statement, and pressure on margins will remain for at least the next few quarters.\nJ.P. Morgan analyst Samik Chatterjee wrote this past week that Cisco’s latest results offer “proof to the strong demand environment.” He concedes that supply constraints have worsened since the company reported July-quarter results, but he views the headwinds as transient, with the company’s accelerating orders “more reflective of the underlying pent-up demand for network and IT infrastructure upgrades.”\nChatterjee has an Overweight rating on Cisco stock and a price target of $70, some 30% above a recent close of $53.63.\nCisco is hardly the only tech company dealing with shortages. As I wrote last month, supply-chain woes have hurt recent quarterly results at a variety of hardware companies, including Apple (AAPL), which said the issue is going to be even worse in the December quarter.\nSupply-chain problems will be a major topic of conversation in coming earnings calls from PC makers Dell Technologies (DELL) and HP Inc. (HPQ). They are both scheduled to report results after the close of trading on Tuesday.\nThe key question for investors in hardware stocks is whether orders are being delayed—or destroyed. For some consumer goods, shortages during the holiday shopping season could result in gift-givers simply buying something else—your loved ones might have to settle for a sweater over a laptop. But when it comes to IT infrastructure, Cisco’s rivals face the same challenges; everyone is supply-constrained. No one is better-positioned.\nCisco CEO Chuck Robbins told me that he sees no signs of lost orders so far. “At some point, you lose something to someone who can deliver faster,” he said, while quickly adding that “we are getting our share the other way, as well.”\nRobbins noted that some competitors have deferred shipments to existing customers in order to supply new ones. But he also said that Cisco’s cancellation rates are running below historic norms. In short, most of Cisco’s customers will simply wait it out. Investors should do the same.","news_type":1,"symbols_score_info":{"CSCO":0.9}},"isVote":1,"tweetType":1,"viewCount":926,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876347687,"gmtCreate":1637277725120,"gmtModify":1637277725120,"author":{"id":"3582600581738317","authorId":"3582600581738317","name":"andrewshum","avatar":"https://static.tigerbbs.com/3a4a9224853eb7bf5293363b761f6ba1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582600581738317","idStr":"3582600581738317"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/876347687","repostId":"1101595929","repostType":4,"isVote":1,"tweetType":1,"viewCount":1316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878664789,"gmtCreate":1637191061261,"gmtModify":1637191061332,"author":{"id":"3582600581738317","authorId":"3582600581738317","name":"andrewshum","avatar":"https://static.tigerbbs.com/3a4a9224853eb7bf5293363b761f6ba1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582600581738317","idStr":"3582600581738317"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878664789","repostId":"1109220263","repostType":4,"repost":{"id":"1109220263","kind":"news","pubTimestamp":1637162760,"share":"https://www.laohu8.com/m/news/1109220263?lang=zh_CN&edition=full","pubTime":"2021-11-17 23:26","market":"us","language":"en","title":"Tesla Stock: 3 Cool Facts About the Rally and Pullback<blockquote>特斯拉股票：关于反弹和回调的3个很酷的事实</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1109220263","media":"TheStreet","summary":"Tesla shares have been on a tear in Q4. Today, Wall Street Memes presents 3 fun facts about the stoc","content":"<p>Tesla shares have been on a tear in Q4. Today, Wall Street Memes presents 3 fun facts about the stock’s meme-style rally and pullback.</p><p><blockquote>特斯拉股价在第四季度大幅上涨。今天，华尔街模因介绍了有关该股模因式反弹和回调的3个有趣事实。</blockquote></p><p> Tesla stock&nbsp;has been dominating the market news once again. Due to a combination of factors that include business deals with a rental car company,strong results reported by other EV companies, and CEO Elon Musk’s unpredictable tweets, Tesla share price has bounced around quite a bit lately as they keep reaching for new all-time highs.</p><p><blockquote>特斯拉股票再次主导市场新闻。由于与一家汽车租赁公司的业务交易、其他电动汽车公司报告的强劲业绩以及首席执行官Elon Musk不可预测的推文等综合因素，特斯拉股价最近大幅反弹，不断创下历史新高。时间高点。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eb308c939c5a5c9c7f216006744ca320\" tg-width=\"1240\" tg-height=\"698\" width=\"100%\" height=\"auto\"><span>Figure 1: A sign bearing the company logo outside a Tesla store in Cherry Creek Mall in Denver.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：丹佛市樱桃溪购物中心一家特斯拉商店外带有公司标志的标志。</span></p></blockquote></p><p> Today, Wall Street Memes presents three fun facts about this wild rollercoaster ride that Tesla investors have embarked on since the start of Q4.</p><p><blockquote>今天，Wall Street Memes介绍了有关特斯拉投资者自第四季度初以来开始的疯狂过山车之旅的三个有趣事实。</blockquote></p><p> <b>#1. Fastest climb in 2021</b></p><p><blockquote><b>#1.2021年最快攀升</b></blockquote></p><p> On November 4, TSLA shares ended the trading day valued at nearly $1,230. At that point, the stock had been up a whopping 58.6% in the fourth quarter alone. That is: nearly 60% gains in only 25 business days.</p><p><blockquote>11月4日，特斯拉股价当天收盘价值近1230美元。当时，该股仅第四季度就上涨了58.6%。即：仅25个工作日内涨幅近60%。</blockquote></p><p> This was TSLA’s record rally in 2021 in such a short period of time. The chart below shows that the previous record for the year had been 54.7% in the first few days of January, when Tesla completed its post-US election rally to what was then a peak price of $880 per share.</p><p><blockquote>这是特斯拉在如此短的时间内创下2021年创纪录的涨幅。下图显示，今年的最高纪录是在1月份的头几天达到54.7%，当时特斯拉完成了美国大选后的反弹，达到了当时每股880美元的峰值。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8fc2e6dc84a10c8c29f7bdaf0ec94897\" tg-width=\"751\" tg-height=\"449\" width=\"100%\" height=\"auto\"><span>Figure 1: Trailing 25-day gains in TSLA.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：TSLA过去25天的涨幅。</span></p></blockquote></p><p> <b>#2 Heaviest volume in 10 months</b></p><p><blockquote><b>#2 10个月来最大成交量</b></blockquote></p><p> Maybe not a coincidence, the recent rally in TSLA was accompanied by a noticeable spike in dollar volume traded. The graph below shows that, on a six-week average that today encompasses the entire Q4 period, $28 billion worth of Tesla stock have traded hands daily.</p><p><blockquote>也许并非巧合，特斯拉最近的上涨伴随着美元交易量的明显飙升。下图显示，按照今天涵盖整个第四季度的六周平均值，每天有价值280亿美元的特斯拉股票交易量。</blockquote></p><p> The prior records had been in (1) early September 2020, following the unwind of the share split-driven&nbsp;rally; and (2) early January 2021, at the end of the post-election bounce. Notice how volume can spike both for bullish or bearish reasons, as Q4 has proven to be the case.</p><p><blockquote>之前的记录是在(1)2020年9月初，在股票分割驱动的反弹结束之后；（2）2021年1月初，选举后反弹结束时。请注意成交量如何因看涨或看跌原因而飙升，正如第四季度已被证明的那样。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd85dcf4566ecfcf3fa8219f19954534\" tg-width=\"765\" tg-height=\"447\" width=\"100%\" height=\"auto\"><span>Figure 2: Trailing 6-week average volume, in MM.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：过去6周平均成交量，单位为毫米。</span></p></blockquote></p><p> <b>#3 Worst dive this year</b></p><p><blockquote><b>今年最差潜水排名第三</b></blockquote></p><p> Not all has been great for Tesla investors, however. In fact, those who jumped in earlier in November to try and ride the upside momentum have seen their investment lose the most in 2021 in the shortest period of time.</p><p><blockquote>然而，对于特斯拉投资者来说，并非一切都很好。事实上，那些在11月初加入并试图利用上涨势头的人在最短的时间内看到他们的投资在2021年损失最大。</blockquote></p><p> Only three days after TSLA made all-time highs, on November 4, shares had already declined 16.8% from the historical peak. Such dives are highly unusual for stocks in general, especially outside earnings week, although less so for such a volatile name as Tesla.</p><p><blockquote>就在特斯拉创下历史新高三天后，11月4日，股价已较历史峰值下跌16.8%。对于一般股票来说，这种跳水是非常不寻常的，尤其是在财报周之外，尽管对于像特斯拉这样波动较大的股票来说就不那么不寻常了。</blockquote></p><p> The two other instances in which Tesla declined more than 15% in only three trading days, over the past five years, had been in early September 2020 (again, the unwind of the stock split rally) and February 2020 (oddly enough, a pullback that was seemingly unrelated to the global COVID-19 crisis that was about to unfold a couple of weeks later).</p><p><blockquote>在过去五年中，特斯拉在短短三个交易日内下跌超过15%的另外两次例子是在2020年9月初（同样是股票分割反弹的结束）和2020年2月（奇怪的是，一次回调似乎与几周后即将爆发的全球COVID-19危机无关）。</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>Tesla Stock: 3 Cool Facts About the Rally and Pullback<blockquote>特斯拉股票：关于反弹和回调的3个很酷的事实</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock: 3 Cool Facts About the Rally and Pullback<blockquote>特斯拉股票：关于反弹和回调的3个很酷的事实</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-11-17 23:26</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Tesla shares have been on a tear in Q4. Today, Wall Street Memes presents 3 fun facts about the stock’s meme-style rally and pullback.</p><p><blockquote>特斯拉股价在第四季度大幅上涨。今天，华尔街模因介绍了有关该股模因式反弹和回调的3个有趣事实。</blockquote></p><p> Tesla stock&nbsp;has been dominating the market news once again. Due to a combination of factors that include business deals with a rental car company,strong results reported by other EV companies, and CEO Elon Musk’s unpredictable tweets, Tesla share price has bounced around quite a bit lately as they keep reaching for new all-time highs.</p><p><blockquote>特斯拉股票再次主导市场新闻。由于与一家汽车租赁公司的业务交易、其他电动汽车公司报告的强劲业绩以及首席执行官Elon Musk不可预测的推文等综合因素，特斯拉股价最近大幅反弹，不断创下历史新高。时间高点。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eb308c939c5a5c9c7f216006744ca320\" tg-width=\"1240\" tg-height=\"698\" width=\"100%\" height=\"auto\"><span>Figure 1: A sign bearing the company logo outside a Tesla store in Cherry Creek Mall in Denver.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：丹佛市樱桃溪购物中心一家特斯拉商店外带有公司标志的标志。</span></p></blockquote></p><p> Today, Wall Street Memes presents three fun facts about this wild rollercoaster ride that Tesla investors have embarked on since the start of Q4.</p><p><blockquote>今天，Wall Street Memes介绍了有关特斯拉投资者自第四季度初以来开始的疯狂过山车之旅的三个有趣事实。</blockquote></p><p> <b>#1. Fastest climb in 2021</b></p><p><blockquote><b>#1.2021年最快攀升</b></blockquote></p><p> On November 4, TSLA shares ended the trading day valued at nearly $1,230. At that point, the stock had been up a whopping 58.6% in the fourth quarter alone. That is: nearly 60% gains in only 25 business days.</p><p><blockquote>11月4日，特斯拉股价当天收盘价值近1230美元。当时，该股仅第四季度就上涨了58.6%。即：仅25个工作日内涨幅近60%。</blockquote></p><p> This was TSLA’s record rally in 2021 in such a short period of time. The chart below shows that the previous record for the year had been 54.7% in the first few days of January, when Tesla completed its post-US election rally to what was then a peak price of $880 per share.</p><p><blockquote>这是特斯拉在如此短的时间内创下2021年创纪录的涨幅。下图显示，今年的最高纪录是在1月份的头几天达到54.7%，当时特斯拉完成了美国大选后的反弹，达到了当时每股880美元的峰值。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8fc2e6dc84a10c8c29f7bdaf0ec94897\" tg-width=\"751\" tg-height=\"449\" width=\"100%\" height=\"auto\"><span>Figure 1: Trailing 25-day gains in TSLA.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：TSLA过去25天的涨幅。</span></p></blockquote></p><p> <b>#2 Heaviest volume in 10 months</b></p><p><blockquote><b>#2 10个月来最大成交量</b></blockquote></p><p> Maybe not a coincidence, the recent rally in TSLA was accompanied by a noticeable spike in dollar volume traded. The graph below shows that, on a six-week average that today encompasses the entire Q4 period, $28 billion worth of Tesla stock have traded hands daily.</p><p><blockquote>也许并非巧合，特斯拉最近的上涨伴随着美元交易量的明显飙升。下图显示，按照今天涵盖整个第四季度的六周平均值，每天有价值280亿美元的特斯拉股票交易量。</blockquote></p><p> The prior records had been in (1) early September 2020, following the unwind of the share split-driven&nbsp;rally; and (2) early January 2021, at the end of the post-election bounce. Notice how volume can spike both for bullish or bearish reasons, as Q4 has proven to be the case.</p><p><blockquote>之前的记录是在(1)2020年9月初，在股票分割驱动的反弹结束之后；（2）2021年1月初，选举后反弹结束时。请注意成交量如何因看涨或看跌原因而飙升，正如第四季度已被证明的那样。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd85dcf4566ecfcf3fa8219f19954534\" tg-width=\"765\" tg-height=\"447\" width=\"100%\" height=\"auto\"><span>Figure 2: Trailing 6-week average volume, in MM.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：过去6周平均成交量，单位为毫米。</span></p></blockquote></p><p> <b>#3 Worst dive this year</b></p><p><blockquote><b>今年最差潜水排名第三</b></blockquote></p><p> Not all has been great for Tesla investors, however. In fact, those who jumped in earlier in November to try and ride the upside momentum have seen their investment lose the most in 2021 in the shortest period of time.</p><p><blockquote>然而，对于特斯拉投资者来说，并非一切都很好。事实上，那些在11月初加入并试图利用上涨势头的人在最短的时间内看到他们的投资在2021年损失最大。</blockquote></p><p> Only three days after TSLA made all-time highs, on November 4, shares had already declined 16.8% from the historical peak. Such dives are highly unusual for stocks in general, especially outside earnings week, although less so for such a volatile name as Tesla.</p><p><blockquote>就在特斯拉创下历史新高三天后，11月4日，股价已较历史峰值下跌16.8%。对于一般股票来说，这种跳水是非常不寻常的，尤其是在财报周之外，尽管对于像特斯拉这样波动较大的股票来说就不那么不寻常了。</blockquote></p><p> The two other instances in which Tesla declined more than 15% in only three trading days, over the past five years, had been in early September 2020 (again, the unwind of the stock split rally) and February 2020 (oddly enough, a pullback that was seemingly unrelated to the global COVID-19 crisis that was about to unfold a couple of weeks later).</p><p><blockquote>在过去五年中，特斯拉在短短三个交易日内下跌超过15%的另外两次例子是在2020年9月初（同样是股票分割反弹的结束）和2020年2月（奇怪的是，一次回调似乎与几周后即将爆发的全球COVID-19危机无关）。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/memestocks/other-memes/3-fun-facts-about-tesla-stocks-q4-boom\">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":{"TSLA":"特斯拉"},"source_url":"https://www.thestreet.com/memestocks/other-memes/3-fun-facts-about-tesla-stocks-q4-boom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109220263","content_text":"Tesla shares have been on a tear in Q4. Today, Wall Street Memes presents 3 fun facts about the stock’s meme-style rally and pullback.\nTesla stock has been dominating the market news once again. Due to a combination of factors that include business deals with a rental car company,strong results reported by other EV companies, and CEO Elon Musk’s unpredictable tweets, Tesla share price has bounced around quite a bit lately as they keep reaching for new all-time highs.\nFigure 1: A sign bearing the company logo outside a Tesla store in Cherry Creek Mall in Denver.\nToday, Wall Street Memes presents three fun facts about this wild rollercoaster ride that Tesla investors have embarked on since the start of Q4.\n#1. Fastest climb in 2021\nOn November 4, TSLA shares ended the trading day valued at nearly $1,230. At that point, the stock had been up a whopping 58.6% in the fourth quarter alone. That is: nearly 60% gains in only 25 business days.\nThis was TSLA’s record rally in 2021 in such a short period of time. The chart below shows that the previous record for the year had been 54.7% in the first few days of January, when Tesla completed its post-US election rally to what was then a peak price of $880 per share.\nFigure 1: Trailing 25-day gains in TSLA.\n#2 Heaviest volume in 10 months\nMaybe not a coincidence, the recent rally in TSLA was accompanied by a noticeable spike in dollar volume traded. The graph below shows that, on a six-week average that today encompasses the entire Q4 period, $28 billion worth of Tesla stock have traded hands daily.\nThe prior records had been in (1) early September 2020, following the unwind of the share split-driven rally; and (2) early January 2021, at the end of the post-election bounce. Notice how volume can spike both for bullish or bearish reasons, as Q4 has proven to be the case.\nFigure 2: Trailing 6-week average volume, in MM.\n#3 Worst dive this year\nNot all has been great for Tesla investors, however. In fact, those who jumped in earlier in November to try and ride the upside momentum have seen their investment lose the most in 2021 in the shortest period of time.\nOnly three days after TSLA made all-time highs, on November 4, shares had already declined 16.8% from the historical peak. Such dives are highly unusual for stocks in general, especially outside earnings week, although less so for such a volatile name as Tesla.\nThe two other instances in which Tesla declined more than 15% in only three trading days, over the past five years, had been in early September 2020 (again, the unwind of the stock split rally) and February 2020 (oddly enough, a pullback that was seemingly unrelated to the global COVID-19 crisis that was about to unfold a couple of weeks later).","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1010,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871437954,"gmtCreate":1637104817996,"gmtModify":1637104818219,"author":{"id":"3582600581738317","authorId":"3582600581738317","name":"andrewshum","avatar":"https://static.tigerbbs.com/3a4a9224853eb7bf5293363b761f6ba1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582600581738317","idStr":"3582600581738317"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/871437954","repostId":"1112207087","repostType":4,"isVote":1,"tweetType":1,"viewCount":1360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":131910059,"gmtCreate":1621820840571,"gmtModify":1634186365667,"author":{"id":"3582600581738317","authorId":"3582600581738317","name":"andrewshum","avatar":"https://static.tigerbbs.com/3a4a9224853eb7bf5293363b761f6ba1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582600581738317","idStr":"3582600581738317"},"themes":[],"title":"","htmlText":"Like and comment&nbsp;","listText":"Like and comment&nbsp;","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/131910059","repostId":"1142753520","repostType":4,"repost":{"id":"1142753520","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1621816950,"share":"https://www.laohu8.com/m/news/1142753520?lang=zh_CN&edition=full","pubTime":"2021-05-24 08:42","market":"us","language":"en","title":"IPO Previews For The Week<blockquote>本周IPO预览</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1142753520","media":"Benzinga","summary":"With the start of a new week comes the excitement surrounding a new set of companies looking to make","content":"<p>With the start of a new week comes the excitement surrounding a new set of companies looking to make an impact through their public offerings.According to Benzinga Pro, these enticing companies are scheduled to trade publicly this week.</p><p><blockquote>随着新的一周的开始，一批新公司希望通过公开募股产生影响，人们兴奋不已。据Benzinga Pro报道，这些诱人的公司计划于本周公开交易。</blockquote></p><p><b>FIGS, Inc</b>(NYSE:FIGS) will be trading publicly starting on May 27, 2021 at 05:00 AM. The company's price band is set between $16.0 and $19.0 with an insider lock-up period of 180 days. FIGS, Inc will be offering 22,500,000 shares at a per-share value of $17.5.</p><p><blockquote><b>无花果公司</b>（纽约证券交易所代码：FIGS）将于2021年5月27日上午05:00开始公开交易。该公司的价格区间设定在16.0美元至19.0美元之间，内部锁定期为180天。无花果公司将以每股17.5美元的价格发行22,500，000股股票。</blockquote></p><p><b>FLYWIRE CORPORATION</b>(NASDAQ:FLYW) becomes publicly listed starting on May 26, 2021 at 06:32 AM. The company has a price range set between $22.0 and $24.0 with a 180-day lockup period. FLYWIRE CORPORATION will be offering 8,700,000 shares at a per-share value of $22.99.</p><p><blockquote><b>FLYWIRE</b>（纳斯达克：FLYW）于2021年5月26日上午06:32开始公开上市。该公司的价格范围设定在22.0美元至24.0美元之间，锁定期为180天。FLYWIRE CORPORATION将以每股22.99美元的价格发行8,700,000股。</blockquote></p><p><b>Paymentus Holdings, Inc.</b>(NYSE:PAY) will be trading publicly starting on May 26, 2021 at 04:37 AM. The company's price band is set between $19.0 and $21.0 with an insider lock-up period of 180 days. Paymentus Holdings, Inc. will be offering 10,000,000 shares at a per-share value of $20.0.</p><p><blockquote><b>Paymentus控股公司。</b>（纽约证券交易所代码：PAY）将于2021年5月26日凌晨04:37开始公开交易。该公司的价格区间设定在19.0美元至21.0美元之间，内部锁定期为180天。Paymentus Holdings，Inc.将以每股20.0美元的价格发行10,000，000股股票。</blockquote></p><p><b>Neighbourly Pharmacy Inc</b>(TSX:NBLY) will be trading publicly starting on May 25, 2021 at 05:25 AM. Neighbourly Pharmacy Inc will be offering 10,295,000 shares at a per-share value of $17.0 with an insider lock-up period of 180 days.</p><p><blockquote><b>邻里药房公司</b>(TSX：NBLY)将于2021年5月25日上午05:25开始公开交易。Neighbourly Pharmacy Inc将以每股17.0美元的价格发行10,295,000股股票，内部锁定期为180天。</blockquote></p><p><b>What Are IPOs?</b></p><p><blockquote><b>什么是IPO？</b></blockquote></p><p>An initial public offering, or IPO, is the transitional process of a private company deciding to go public and offer shares to investors on an exchange. Typically, IPOs offer companies the ability to build capital. Before a company becomes publicly listed, it must meet SEC requirements and work with investment banks through audits to determine pricing, offering date, and other important data points before the offering.</p><p><blockquote>首次公开募股（IPO）是私人公司决定上市并在交易所向投资者发行股票的过渡过程。通常，首次公开募股为公司提供了积累资本的能力。在公司公开上市之前，它必须满足SEC的要求，并通过审计与投资银行合作，以确定发行前的定价、发行日期和其他重要数据点。</blockquote></p><p>Companies and investment banks will work to establish a price range that the stock is expected to sell between. This is known as an offering range. Once a company goes public, its stock comes with an opening price. The insider lock-up period is usually a set number of days after an IPO where company insiders, or employees with a 10% or higher stake in their company, cannot sell shares.</p><p><blockquote>公司和投资银行将努力确定该股票的预期出售价格范围。这就是所谓的产品范围。一旦公司上市，其股票就会有开盘价。内部人士禁售期通常是IPO后的固定天数，在此期间，公司内部人士或持有公司10%或以上股份的员工不能出售股票。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>IPO Previews For The Week<blockquote>本周IPO预览</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\">\nIPO Previews For The Week<blockquote>本周IPO预览</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-05-24 08:42</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>With the start of a new week comes the excitement surrounding a new set of companies looking to make an impact through their public offerings.According to Benzinga Pro, these enticing companies are scheduled to trade publicly this week.</p><p><blockquote>随着新的一周的开始，一批新公司希望通过公开募股产生影响，人们兴奋不已。据Benzinga Pro报道，这些诱人的公司计划于本周公开交易。</blockquote></p><p><b>FIGS, Inc</b>(NYSE:FIGS) will be trading publicly starting on May 27, 2021 at 05:00 AM. The company's price band is set between $16.0 and $19.0 with an insider lock-up period of 180 days. FIGS, Inc will be offering 22,500,000 shares at a per-share value of $17.5.</p><p><blockquote><b>无花果公司</b>（纽约证券交易所代码：FIGS）将于2021年5月27日上午05:00开始公开交易。该公司的价格区间设定在16.0美元至19.0美元之间，内部锁定期为180天。无花果公司将以每股17.5美元的价格发行22,500，000股股票。</blockquote></p><p><b>FLYWIRE CORPORATION</b>(NASDAQ:FLYW) becomes publicly listed starting on May 26, 2021 at 06:32 AM. The company has a price range set between $22.0 and $24.0 with a 180-day lockup period. FLYWIRE CORPORATION will be offering 8,700,000 shares at a per-share value of $22.99.</p><p><blockquote><b>FLYWIRE</b>（纳斯达克：FLYW）于2021年5月26日上午06:32开始公开上市。该公司的价格范围设定在22.0美元至24.0美元之间，锁定期为180天。FLYWIRE CORPORATION将以每股22.99美元的价格发行8,700,000股。</blockquote></p><p><b>Paymentus Holdings, Inc.</b>(NYSE:PAY) will be trading publicly starting on May 26, 2021 at 04:37 AM. The company's price band is set between $19.0 and $21.0 with an insider lock-up period of 180 days. Paymentus Holdings, Inc. will be offering 10,000,000 shares at a per-share value of $20.0.</p><p><blockquote><b>Paymentus控股公司。</b>（纽约证券交易所代码：PAY）将于2021年5月26日凌晨04:37开始公开交易。该公司的价格区间设定在19.0美元至21.0美元之间，内部锁定期为180天。Paymentus Holdings，Inc.将以每股20.0美元的价格发行10,000，000股股票。</blockquote></p><p><b>Neighbourly Pharmacy Inc</b>(TSX:NBLY) will be trading publicly starting on May 25, 2021 at 05:25 AM. Neighbourly Pharmacy Inc will be offering 10,295,000 shares at a per-share value of $17.0 with an insider lock-up period of 180 days.</p><p><blockquote><b>邻里药房公司</b>(TSX：NBLY)将于2021年5月25日上午05:25开始公开交易。Neighbourly Pharmacy Inc将以每股17.0美元的价格发行10,295,000股股票，内部锁定期为180天。</blockquote></p><p><b>What Are IPOs?</b></p><p><blockquote><b>什么是IPO？</b></blockquote></p><p>An initial public offering, or IPO, is the transitional process of a private company deciding to go public and offer shares to investors on an exchange. Typically, IPOs offer companies the ability to build capital. Before a company becomes publicly listed, it must meet SEC requirements and work with investment banks through audits to determine pricing, offering date, and other important data points before the offering.</p><p><blockquote>首次公开募股（IPO）是私人公司决定上市并在交易所向投资者发行股票的过渡过程。通常，首次公开募股为公司提供了积累资本的能力。在公司公开上市之前，它必须满足SEC的要求，并通过审计与投资银行合作，以确定发行前的定价、发行日期和其他重要数据点。</blockquote></p><p>Companies and investment banks will work to establish a price range that the stock is expected to sell between. This is known as an offering range. Once a company goes public, its stock comes with an opening price. The insider lock-up period is usually a set number of days after an IPO where company insiders, or employees with a 10% or higher stake in their company, cannot sell shares.</p><p><blockquote>公司和投资银行将努力确定该股票的预期出售价格范围。这就是所谓的产品范围。一旦公司上市，其股票就会有开盘价。内部人士禁售期通常是IPO后的固定天数，在此期间，公司内部人士或持有公司10%或以上股份的员工不能出售股票。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PAY":"Paymentus Holdings, Inc.","FIGS":"FIGS, Inc.","FLYW":"Flywire Corp."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142753520","content_text":"With the start of a new week comes the excitement surrounding a new set of companies looking to make an impact through their public offerings.According to Benzinga Pro, these enticing companies are scheduled to trade publicly this week.FIGS, Inc(NYSE:FIGS) will be trading publicly starting on May 27, 2021 at 05:00 AM. The company's price band is set between $16.0 and $19.0 with an insider lock-up period of 180 days. FIGS, Inc will be offering 22,500,000 shares at a per-share value of $17.5.FLYWIRE CORPORATION(NASDAQ:FLYW) becomes publicly listed starting on May 26, 2021 at 06:32 AM. The company has a price range set between $22.0 and $24.0 with a 180-day lockup period. FLYWIRE CORPORATION will be offering 8,700,000 shares at a per-share value of $22.99.Paymentus Holdings, Inc.(NYSE:PAY) will be trading publicly starting on May 26, 2021 at 04:37 AM. The company's price band is set between $19.0 and $21.0 with an insider lock-up period of 180 days. Paymentus Holdings, Inc. will be offering 10,000,000 shares at a per-share value of $20.0.Neighbourly Pharmacy Inc(TSX:NBLY) will be trading publicly starting on May 25, 2021 at 05:25 AM. Neighbourly Pharmacy Inc will be offering 10,295,000 shares at a per-share value of $17.0 with an insider lock-up period of 180 days.What Are IPOs?An initial public offering, or IPO, is the transitional process of a private company deciding to go public and offer shares to investors on an exchange. Typically, IPOs offer companies the ability to build capital. Before a company becomes publicly listed, it must meet SEC requirements and work with investment banks through audits to determine pricing, offering date, and other important data points before the offering.Companies and investment banks will work to establish a price range that the stock is expected to sell between. This is known as an offering range. Once a company goes public, its stock comes with an opening price. The insider lock-up period is usually a set number of days after an IPO where company insiders, or employees with a 10% or higher stake in their company, cannot sell shares.","news_type":1,"symbols_score_info":{"PAY":0.9,"FLYW":0.9,"FIGS":0.9}},"isVote":1,"tweetType":1,"viewCount":366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":887877541,"gmtCreate":1632022349783,"gmtModify":1632803280718,"author":{"id":"3582600581738317","authorId":"3582600581738317","name":"andrewshum","avatar":"https://static.tigerbbs.com/3a4a9224853eb7bf5293363b761f6ba1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582600581738317","idStr":"3582600581738317"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/887877541","repostId":"2168508165","repostType":4,"isVote":1,"tweetType":1,"viewCount":308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":138113102,"gmtCreate":1621916779406,"gmtModify":1634185507344,"author":{"id":"3582600581738317","authorId":"3582600581738317","name":"andrewshum","avatar":"https://static.tigerbbs.com/3a4a9224853eb7bf5293363b761f6ba1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582600581738317","idStr":"3582600581738317"},"themes":[],"title":"","htmlText":"Like and comment","listText":"Like and comment","text":"Like and 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and comment&nbsp;","listText":"Like and comment&nbsp;","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/113655599","repostId":"1182886492","repostType":4,"isVote":1,"tweetType":1,"viewCount":489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":106802089,"gmtCreate":1620098257641,"gmtModify":1634207825795,"author":{"id":"3582600581738317","authorId":"3582600581738317","name":"andrewshum","avatar":"https://static.tigerbbs.com/3a4a9224853eb7bf5293363b761f6ba1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582600581738317","idStr":"3582600581738317"},"themes":[],"title":"","htmlText":"[惊讶]&nbsp;like and comment","listText":"[惊讶]&nbsp;like and comment","text":"[惊讶] like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/106802089","repostId":"1147234999","repostType":4,"isVote":1,"tweetType":1,"viewCount":765,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877748913,"gmtCreate":1637990907949,"gmtModify":1637990908061,"author":{"id":"3582600581738317","authorId":"3582600581738317","name":"andrewshum","avatar":"https://static.tigerbbs.com/3a4a9224853eb7bf5293363b761f6ba1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582600581738317","idStr":"3582600581738317"},"themes":[],"title":"","htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/877748913","repostId":"1187736093","repostType":4,"repost":{"id":"1187736093","kind":"news","pubTimestamp":1637973799,"share":"https://www.laohu8.com/m/news/1187736093?lang=zh_CN&edition=full","pubTime":"2021-11-27 08:43","market":"us","language":"en","title":"Amazon faces Black Friday strikes by workers across Europe<blockquote>亚马逊面临欧洲各地工人的黑色星期五罢工</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1187736093","media":"CNN","summary":"Amazon(AMZN)is facing strikes by warehouse workers and delivery drivers across Europe as its busiest","content":"<p>Amazon(AMZN)is facing strikes by warehouse workers and delivery drivers across Europe as its busiest weekend of the year begins.</p><p><blockquote>随着一年中最繁忙的周末开始，亚马逊（AMZN）正面临欧洲各地仓库工人和送货司机的罢工。</blockquote></p><p> Labor unions in Germany, Italy and France are calling for the company to pay its workers fairly and respect their right to join unions. The strikes have been called to coincide with Amazon's annual Black Friday event, which kicks off a four-day shopping bonanza that culminates in Cyber Monday.</p><p><blockquote>德国、意大利和法国的工会呼吁该公司公平支付工人工资，并尊重他们加入工会的权利。此次罢工恰逢亚马逊一年一度的黑色星期五活动，该活动拉开了为期四天的购物热潮的序幕，并在网络星期一达到高潮。</blockquote></p><p> The action is part of a wider global protest organized by a group called Make Amazon Pay. The coalition of unions, environmentalists and tax campaigners has called for protests in22 countries around the world, including the United States, Canada, Brazil, and the United Kingdom.</p><p><blockquote>这一行动是由一个名为“让亚马逊支付”的组织组织的更广泛的全球抗议活动的一部分。工会、环保主义者和税收活动家联盟呼吁在全球22个国家举行抗议活动，包括美国、加拿大、巴西和英国。</blockquote></p><p> The international coalition is also demanding that Amazon \"pays its fair share of taxes and commits to real environmental sustainability.\"</p><p><blockquote>国际联盟还要求亚马逊“缴纳公平份额的税款，并致力于真正的环境可持续性。”</blockquote></p><p> An Amazon spokesperson said that the groups represented a variety of interests, and while the company was \"not perfect in any area\" it was taking its role and impact seriously.\"</p><p><blockquote>亚马逊发言人表示，这些团体代表了多种利益，虽然该公司“在任何领域都不完美”，但它正在认真对待自己的角色和影响。”</blockquote></p><p> We are inventing and investing significantly in all these areas, playing a significant role in addressing climate change with the Climate Pledge commitment to be net zero carbon by 2040, continuing to offer competitive wages and great benefits, and inventing new ways to keep our employees safe and healthy in our operations network, to name just a few,\" the spokesperson added.</p><p><blockquote>我们正在所有这些领域进行大量发明和投资，通过气候承诺到2040年实现净零碳，在应对气候变化方面发挥着重要作用，继续提供有竞争力的工资和丰厚的福利，并发明新的方法来保护我们的员工仅举几例，在我们的运营网络中保持安全和健康，”该发言人补充道。</blockquote></p><p> Some of its workers are not convinced.</p><p><blockquote>它的一些工人并不相信。</blockquote></p><p> Germany's giant Verdi union organized a strike of warehouse workers to coincide with the launch in Berlin of \"Amazon Workers against Surveillance,\" a group protesting the company's \"use of apps, hand scanners, browser tools and cameras to surveil its workforce 24/7.\"</p><p><blockquote>德国巨头威尔第工会组织了一次仓库工人罢工，恰逢“亚马逊工人反对监控”在柏林发起，该组织抗议该公司“使用应用程序、手持扫描仪、浏览器工具和摄像头全天候监控其员工”。</blockquote></p><p> \"Working almost anywhere at Amazon is stressful and hazardous to one's health,\" the group said in a statement on its website.</p><p><blockquote>该组织在其网站上的一份声明中表示：“在亚马逊几乎任何地方工作都充满压力，而且对健康有害。”</blockquote></p><p> In Italy, workers are planning to blockade warehouses and trucks at all Amazon centers across the country, and thousands of drivers are set to strike on Friday.</p><p><blockquote>在意大利，工人们正计划封锁全国所有亚马逊中心的仓库和卡车，数千名司机将于周五举行罢工。</blockquote></p><p> Warehouse workers are also striking in France, including at a logistics center in Lille, in support of demands for wage increases and bonuses, and an end to compulsory overtime.</p><p><blockquote>法国的仓库工人也在罢工，包括里尔的一个物流中心，以支持增加工资和奖金以及结束强制加班的要求。</blockquote></p><p> They told CNN that Amazon has asked employees to work on all four Saturdays during December, in addition to their usual hours. For this overtime, they would get a bonus of €120 euros ($136) subject to certain conditions, the workers said.</p><p><blockquote>他们告诉CNN，亚马逊要求员工除了正常工作时间外，在12月的所有四个周六都工作。工人们说，在某些条件下，他们将获得120欧元（136美元）的奖金。</blockquote></p><p> It's not clear how disruptive the strikes will be for Amazon, but this holiday shopping season is proving tough for retailers trying to satisfy strongconsumer demandin the face of supply chain disruptions, and shortages of workers and some goods.</p><p><blockquote>目前尚不清楚罢工对亚马逊的破坏性有多大，但事实证明，面对供应链中断、工人和某些商品短缺，这个假日购物季对于试图满足强劲消费者需求的零售商来说是艰难的。</blockquote></p><p> Make Amazon Pay was launched a year ago after 50 organizations held strikes and protests in 16 countries around the world, the coalition said.</p><p><blockquote>该联盟表示，一年前，在全球16个国家的50个组织举行罢工和抗议活动后，Make Amazon Pay推出。</blockquote></p><p> \"Today's actions show the scale of resistance to Amazon's exploitation at every link in its chain of abuse,\" said Casper Gelderblom, a coordinator of the group.</p><p><blockquote>该组织协调员卡斯珀·格尔德布洛姆(Casper Gelderblom)表示：“今天的行动显示了亚马逊滥用链各个环节对剥削的抵制程度。”</blockquote></p><p> \"Workers throughout the supply chain are demanding what's rightfully theirs when even Jeff Bezos admits their labor paid for his recent joy ride to space,\" he added.</p><p><blockquote>他补充道：“当杰夫·贝索斯也承认他们的劳动为他最近的太空之旅付出了代价时，整个供应链的工人都在要求理应属于他们的东西。”</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>Amazon faces Black Friday strikes by workers across Europe<blockquote>亚马逊面临欧洲各地工人的黑色星期五罢工</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\">\nAmazon faces Black Friday strikes by workers across Europe<blockquote>亚马逊面临欧洲各地工人的黑色星期五罢工</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">CNN</strong><span class=\"h-time small\">2021-11-27 08:43</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Amazon(AMZN)is facing strikes by warehouse workers and delivery drivers across Europe as its busiest weekend of the year begins.</p><p><blockquote>随着一年中最繁忙的周末开始，亚马逊（AMZN）正面临欧洲各地仓库工人和送货司机的罢工。</blockquote></p><p> Labor unions in Germany, Italy and France are calling for the company to pay its workers fairly and respect their right to join unions. The strikes have been called to coincide with Amazon's annual Black Friday event, which kicks off a four-day shopping bonanza that culminates in Cyber Monday.</p><p><blockquote>德国、意大利和法国的工会呼吁该公司公平支付工人工资，并尊重他们加入工会的权利。此次罢工恰逢亚马逊一年一度的黑色星期五活动，该活动拉开了为期四天的购物热潮的序幕，并在网络星期一达到高潮。</blockquote></p><p> The action is part of a wider global protest organized by a group called Make Amazon Pay. The coalition of unions, environmentalists and tax campaigners has called for protests in22 countries around the world, including the United States, Canada, Brazil, and the United Kingdom.</p><p><blockquote>这一行动是由一个名为“让亚马逊支付”的组织组织的更广泛的全球抗议活动的一部分。工会、环保主义者和税收活动家联盟呼吁在全球22个国家举行抗议活动，包括美国、加拿大、巴西和英国。</blockquote></p><p> The international coalition is also demanding that Amazon \"pays its fair share of taxes and commits to real environmental sustainability.\"</p><p><blockquote>国际联盟还要求亚马逊“缴纳公平份额的税款，并致力于真正的环境可持续性。”</blockquote></p><p> An Amazon spokesperson said that the groups represented a variety of interests, and while the company was \"not perfect in any area\" it was taking its role and impact seriously.\"</p><p><blockquote>亚马逊发言人表示，这些团体代表了多种利益，虽然该公司“在任何领域都不完美”，但它正在认真对待自己的角色和影响。”</blockquote></p><p> We are inventing and investing significantly in all these areas, playing a significant role in addressing climate change with the Climate Pledge commitment to be net zero carbon by 2040, continuing to offer competitive wages and great benefits, and inventing new ways to keep our employees safe and healthy in our operations network, to name just a few,\" the spokesperson added.</p><p><blockquote>我们正在所有这些领域进行大量发明和投资，通过气候承诺到2040年实现净零碳，在应对气候变化方面发挥着重要作用，继续提供有竞争力的工资和丰厚的福利，并发明新的方法来保护我们的员工仅举几例，在我们的运营网络中保持安全和健康，”该发言人补充道。</blockquote></p><p> Some of its workers are not convinced.</p><p><blockquote>它的一些工人并不相信。</blockquote></p><p> Germany's giant Verdi union organized a strike of warehouse workers to coincide with the launch in Berlin of \"Amazon Workers against Surveillance,\" a group protesting the company's \"use of apps, hand scanners, browser tools and cameras to surveil its workforce 24/7.\"</p><p><blockquote>德国巨头威尔第工会组织了一次仓库工人罢工，恰逢“亚马逊工人反对监控”在柏林发起，该组织抗议该公司“使用应用程序、手持扫描仪、浏览器工具和摄像头全天候监控其员工”。</blockquote></p><p> \"Working almost anywhere at Amazon is stressful and hazardous to one's health,\" the group said in a statement on its website.</p><p><blockquote>该组织在其网站上的一份声明中表示：“在亚马逊几乎任何地方工作都充满压力，而且对健康有害。”</blockquote></p><p> In Italy, workers are planning to blockade warehouses and trucks at all Amazon centers across the country, and thousands of drivers are set to strike on Friday.</p><p><blockquote>在意大利，工人们正计划封锁全国所有亚马逊中心的仓库和卡车，数千名司机将于周五举行罢工。</blockquote></p><p> Warehouse workers are also striking in France, including at a logistics center in Lille, in support of demands for wage increases and bonuses, and an end to compulsory overtime.</p><p><blockquote>法国的仓库工人也在罢工，包括里尔的一个物流中心，以支持增加工资和奖金以及结束强制加班的要求。</blockquote></p><p> They told CNN that Amazon has asked employees to work on all four Saturdays during December, in addition to their usual hours. For this overtime, they would get a bonus of €120 euros ($136) subject to certain conditions, the workers said.</p><p><blockquote>他们告诉CNN，亚马逊要求员工除了正常工作时间外，在12月的所有四个周六都工作。工人们说，在某些条件下，他们将获得120欧元（136美元）的奖金。</blockquote></p><p> It's not clear how disruptive the strikes will be for Amazon, but this holiday shopping season is proving tough for retailers trying to satisfy strongconsumer demandin the face of supply chain disruptions, and shortages of workers and some goods.</p><p><blockquote>目前尚不清楚罢工对亚马逊的破坏性有多大，但事实证明，面对供应链中断、工人和某些商品短缺，这个假日购物季对于试图满足强劲消费者需求的零售商来说是艰难的。</blockquote></p><p> Make Amazon Pay was launched a year ago after 50 organizations held strikes and protests in 16 countries around the world, the coalition said.</p><p><blockquote>该联盟表示，一年前，在全球16个国家的50个组织举行罢工和抗议活动后，Make Amazon Pay推出。</blockquote></p><p> \"Today's actions show the scale of resistance to Amazon's exploitation at every link in its chain of abuse,\" said Casper Gelderblom, a coordinator of the group.</p><p><blockquote>该组织协调员卡斯珀·格尔德布洛姆(Casper Gelderblom)表示：“今天的行动显示了亚马逊滥用链各个环节对剥削的抵制程度。”</blockquote></p><p> \"Workers throughout the supply chain are demanding what's rightfully theirs when even Jeff Bezos admits their labor paid for his recent joy ride to space,\" he added.</p><p><blockquote>他补充道：“当杰夫·贝索斯也承认他们的劳动为他最近的太空之旅付出了代价时，整个供应链的工人都在要求理应属于他们的东西。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://edition.cnn.com/2021/11/26/tech/amazon-workers-strike-shopping-holiday/index.html\">CNN</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":{"AMZN":"亚马逊"},"source_url":"https://edition.cnn.com/2021/11/26/tech/amazon-workers-strike-shopping-holiday/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187736093","content_text":"Amazon(AMZN)is facing strikes by warehouse workers and delivery drivers across Europe as its busiest weekend of the year begins.\nLabor unions in Germany, Italy and France are calling for the company to pay its workers fairly and respect their right to join unions. The strikes have been called to coincide with Amazon's annual Black Friday event, which kicks off a four-day shopping bonanza that culminates in Cyber Monday.\nThe action is part of a wider global protest organized by a group called Make Amazon Pay. The coalition of unions, environmentalists and tax campaigners has called for protests in22 countries around the world, including the United States, Canada, Brazil, and the United Kingdom.\nThe international coalition is also demanding that Amazon \"pays its fair share of taxes and commits to real environmental sustainability.\"\nAn Amazon spokesperson said that the groups represented a variety of interests, and while the company was \"not perfect in any area\" it was taking its role and impact seriously.\"\nWe are inventing and investing significantly in all these areas, playing a significant role in addressing climate change with the Climate Pledge commitment to be net zero carbon by 2040, continuing to offer competitive wages and great benefits, and inventing new ways to keep our employees safe and healthy in our operations network, to name just a few,\" the spokesperson added.\nSome of its workers are not convinced.\nGermany's giant Verdi union organized a strike of warehouse workers to coincide with the launch in Berlin of \"Amazon Workers against Surveillance,\" a group protesting the company's \"use of apps, hand scanners, browser tools and cameras to surveil its workforce 24/7.\"\n\"Working almost anywhere at Amazon is stressful and hazardous to one's health,\" the group said in a statement on its website.\nIn Italy, workers are planning to blockade warehouses and trucks at all Amazon centers across the country, and thousands of drivers are set to strike on Friday.\nWarehouse workers are also striking in France, including at a logistics center in Lille, in support of demands for wage increases and bonuses, and an end to compulsory overtime.\nThey told CNN that Amazon has asked employees to work on all four Saturdays during December, in addition to their usual hours. For this overtime, they would get a bonus of €120 euros ($136) subject to certain conditions, the workers said.\nIt's not clear how disruptive the strikes will be for Amazon, but this holiday shopping season is proving tough for retailers trying to satisfy strongconsumer demandin the face of supply chain disruptions, and shortages of workers and some goods.\nMake Amazon Pay was launched a year ago after 50 organizations held strikes and protests in 16 countries around the world, the coalition said.\n\"Today's actions show the scale of resistance to Amazon's exploitation at every link in its chain of abuse,\" said Casper Gelderblom, a coordinator of the group.\n\"Workers throughout the supply chain are demanding what's rightfully theirs when even Jeff Bezos admits their labor paid for his recent joy ride to space,\" he added.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":932,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":135464313,"gmtCreate":1622177309632,"gmtModify":1634183093777,"author":{"id":"3582600581738317","authorId":"3582600581738317","name":"andrewshum","avatar":"https://static.tigerbbs.com/3a4a9224853eb7bf5293363b761f6ba1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582600581738317","idStr":"3582600581738317"},"themes":[],"title":"","htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/135464313","repostId":"1148985369","repostType":4,"isVote":1,"tweetType":1,"viewCount":588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":601709674,"gmtCreate":1638553562915,"gmtModify":1638553563082,"author":{"id":"3582600581738317","authorId":"3582600581738317","name":"andrewshum","avatar":"https://static.tigerbbs.com/3a4a9224853eb7bf5293363b761f6ba1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582600581738317","idStr":"3582600581738317"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/601709674","repostId":"1115344844","repostType":4,"repost":{"id":"1115344844","kind":"news","pubTimestamp":1638544099,"share":"https://www.laohu8.com/m/news/1115344844?lang=zh_CN&edition=full","pubTime":"2021-12-03 23:08","market":"us","language":"en","title":"3 High Growth Stocks To Buy In The Pullback<blockquote>回调中值得买入的3只高增长股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1115344844","media":"Seeking Alpha","summary":"Summary\n\nUpstart has fallen more than 50% from its highs. But its last earnings report wasn't that b","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Upstart has fallen more than 50% from its highs. But its last earnings report wasn't that bad. The story is still intact and shares have derisked considerably.</li>  <li>Zscaler continues to impress with recent results showing accelerated growth again. The shares went up immediately after the report but reversed down in the general wash out.</li>  <li>Monday.com is a fairly new company and it also got hit by the market. Its high growth profile, rapidly improving profitability, and reasonable valuation makes it an interesting stock pick.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2aac50f1e4e4115b0d38a5ec6c15c267\" tg-width=\"1536\" tg-height=\"1139\" width=\"100%\" height=\"auto\"><span>Galeanu Mihai/iStock via Getty Images</span></p><p><blockquote><ul><li>Upstart已较高点下跌超过50%。但其上一份收益报告并没有那么糟糕。故事仍然完好无损，股价已大幅下降。</li><li>Zscaler继续给人留下深刻印象，最近的业绩再次显示加速增长。报告发布后，该股立即上涨，但在普遍下跌中逆转下跌。</li><li>Monday.com是一家相当新的公司，它也受到了市场的冲击。其高增长、快速提高的盈利能力和合理的估值使其成为一个有趣的股票选择。</li></ul><p class=\"t-img-caption\"><span>Galeanu Mihai/iStock来自Getty Images</span></p></blockquote></p><p> I started writing this article one week ago with the goal to review Upstart's recent quarterly results. Since in my&nbsp;last article, I argued that Upstart (UPST) might still be an attractive buying opportunity at $390 a share, I wanted to check on the company (currently trading around $180 –<i>yikes!</i>).</p><p><blockquote>我一周前开始写这篇文章，目的是回顾Upstart最近的季度业绩。由于在我的上一篇文章中，我认为Upstart(UPST)可能仍然是每股390美元的有吸引力的买入机会，因此我想检查一下该公司（目前交易价格约为180美元-<i>呀！</i>).</blockquote></p><p> However, the recent market sell-off, especially in high-growth names, made me reconsider the direction of the article. I think it is much more interesting right now to write about some high-growth names in my portfolio that I am considering adding during this little downturn.</p><p><blockquote>然而，最近的市场抛售，尤其是高增长股票的抛售，让我重新考虑了文章的方向。我认为现在写一些我的投资组合中的高增长股票更有趣，我正在考虑在这次小衰退期间添加这些股票。</blockquote></p><p> A little caveat upfront, though. I am really bad at short-term calls (as evidenced by my recent Upstart article). I have no idea what the Omicron variant will do to our economy, what the Fed's monetary policy will be in the future and how far this sell-off will go eventually. By the time this article is published, the sell-off might already have reversed. Or it might have gotten much worse. I simply don't know.</p><p><blockquote>不过，提前有一点警告。我真的不擅长短期评级（正如我最近的新贵文章所证明的那样）。我不知道奥密克戎变体会对我们的经济产生什么影响，美联储未来的货币政策会是什么，也不知道这次抛售最终会走多远。当本文发表时，抛售可能已经逆转。或者情况可能会变得更糟。我就是不知道。</blockquote></p><p> What I do know is that there are companies in the public markets with exceptional business fundamentals that&nbsp;<b>will do very well regardless of the macro environment</b>. These are businesses with high growth rates, high margins, and long runways of growth. They also have high valuation multiples which lead to increased risk and high volatility. Taking advantage of that volatility is a great way to increase your returns. Here are some stocks that I consider buying right now:</p><p><blockquote>我所知道的是，公开市场上有些公司拥有出色的业务基本面<b>无论宏观环境如何，都会做得很好</b>这些业务具有高增长率、高利润率和长期增长。它们的估值倍数也很高，这导致风险增加和波动性高。利用这种波动性是增加回报的好方法。以下是我现在考虑购买的一些股票：</blockquote></p><p> <b>Upstart</b></p><p><blockquote><b>暴发户</b></blockquote></p><p> Let's start with the one I originally wanted to write about: To summarize shortly, I think that if you liked Upstart at $390, you should like it much more at $180. The earnings release for Q3 2021 was not as bad as the market's reaction might suggest. Yes, expectations were lofty based on an exceptional Q2 report, and yes, these expectations were not entirely met in Q3. But that does not mean that the fundamental picture has deteriorated. What the wild price swings of the past prove, and I have written about in the past, is that this young company is difficult to value. Growth is high, but also hard to predict. And while the disruption of the FICO score through AI technology is enticing and seems inevitable, Upstart's role in that story is not set in stone.</p><p><blockquote>让我们从我最初想写的一个开始：简单总结一下，我认为如果你喜欢390美元的Upstart，你应该更喜欢180美元的Upstart。2021年第三季度的财报发布并不像市场反应所暗示的那么糟糕。是的，基于出色的第二季度报告，人们的期望很高，是的，这些期望在第三季度并没有完全实现。但这并不意味着基本面已经恶化。过去的剧烈价格波动证明，我过去也写过，这家年轻的公司很难估值。增长很高，但也很难预测。虽然人工智能技术对FICO分数的破坏很诱人，而且似乎不可避免，但Upstart在这个故事中的角色并不是一成不变的。</blockquote></p><p> Let's look at some numbers:</p><p><blockquote>我们来看一些数字：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7b085c5134a9e376f177da8f5fa2674e\" tg-width=\"640\" tg-height=\"309\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b826680751b139c569c90d0d3be483cf\" tg-width=\"640\" tg-height=\"163\" width=\"100%\" height=\"auto\"><span>Source: Author</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：作者</span></p></blockquote></p><p> As you can see, revenue growth is still explosive, and with a normal beat should accelerate again into Q4 on a sequential basis. And while most key performance indicators (loans transacted, conversion rate, percentage of automated loans) together with&nbsp;margins&nbsp;all decelerated or went down slightly, I don't think that this means the fundamentals have changed with this company. There were many details mentioned in the&nbsp;earnings call&nbsp;that I won't discuss in this article format. But the key takeaway for me was that management seemed very upbeat about the future of the company.</p><p><blockquote>正如您所看到的，收入增长仍然是爆炸性的，按照正常的节奏，第四季度应该会再次加速。虽然大多数关键绩效指标（交易贷款、转化率、自动化贷款百分比）以及利润率都减速或略有下降，但我不认为这意味着这家公司的基本面发生了变化。收益看涨期权中提到了许多细节，我不会在本文中讨论。但对我来说，关键的收获是管理层似乎对公司的未来非常乐观。</blockquote></p><p> I think there are two key mistakes that investors should avoid here:</p><p><blockquote>我认为投资者在这里应该避免两个关键错误：</blockquote></p><p></p><p> <ol>  <li>Let the disappointment of a \"not-so-blowout\" quarter and a devastating price action make you blind to this investment opportunity. This was still a very good quarter and now that the shares have fallen off a cliff the stock is much more attractive.</li>  <li>Do not look at Upstart through the lens of SaaS businesses. As I wrote in&nbsp;May:<i>Upstart might be a high-promising cloud software company but it does not have a SaaS business model. There is</i>&nbsp;<i><b>no recurring revenue</b></i>&nbsp;<i>to fall back on in tough times, no sticky subscription customers, no backlog, no land and expand. Every quarter Upstart has to sell new loans, and revenue basically starts from zero.</i></li> </ol> Upstart's financials are lumpier and less reliable and as a result, the company deserves much more investor attention and a lower valuation multiple than high growth companies with recurring revenues. However, if growth stays very high, it could more than make up for that fact. Currently, the company is trading at a 17.76 forward EV/S, which I think is a relative bargain for a company with this growth and margin profile.</p><p><blockquote><ol><li>让“不那么井喷”的季度的失望和毁灭性的价格走势让你对这个投资机会视而不见。这仍然是一个非常好的季度，现在股价已经断崖式下跌，该股更具吸引力。</li><li>不要通过SaaS企业的视角来看待Upstart。正如我在五月份所写的：<i>Upstart可能是一家很有前途的云软件公司，但它没有SaaS商业模式。有</i> <i><b>无经常性收入</b></i> <i>在困难时期可以依靠，没有粘性订阅客户，没有积压，没有土地和扩张。每个季度Upstart都要出售新贷款，营收基本从零开始。</i></li></ol>Upstart的财务状况更加不稳定且不太可靠，因此，与具有经常性收入的高增长公司相比，该公司值得投资者更多关注，估值倍数也更低。然而，如果增长保持在很高的水平，它就足以弥补这一事实。目前，该公司的远期EV/S交易价格为17.76，我认为对于具有这种增长和利润率的公司来说，这是相对便宜的。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15592919228dec8ee2403898d69ef228\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> <b>Zscaler</b></p><p><blockquote><b>Zscaler</b></blockquote></p><p> Sometimes the market gives you a gift that you should not refuse. This is what happened with Zscaler (ZS) yesterday. The&nbsp;stock initially was up&nbsp;in the postmarket after the company reported another&nbsp;blow-out quarter&nbsp;on Tuesday. But on Wednesday it all didn't matter anymore and thanks to the little correction, sector rotation, or whatever you want to call it, the stock actually went&nbsp;<b>down by more than 8%</b>. This is really a time when you want to buy: You just got confirmation that your company is doing incredibly well with growth accelerating and the stock sells off for macro concerns. The stock is definitely not cheap at a forward EV/S of 43.51 and, of course, this \"pull-back\" is laughable (<i>\"oh my god, the stock is back to where it was...one month ago\"</i>).</p><p><blockquote>有时候市场会给你一份你不应该拒绝的礼物。这就是Zscaler(ZS)昨天发生的情况。在该公司周二公布另一个井喷季度后，该股最初在盘后市场上涨。但到了周三，这一切都不再重要了，由于小幅调整、行业轮换或任何你想看涨期权的东西，该股实际上上涨了<b>跌幅超过8%</b>.这确实是你想买入的时候：你刚刚得到确认，你的公司表现非常好，增长加速，股票因宏观担忧而遭到抛售。该股的远期EV/S为43.51，绝对不便宜，当然，这种“回调”是可笑的（<i>“天哪，股票又回到了……一个月前”</i>).</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e79ff3fce3101896f17b65ced143c037\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> But I like to own companies that are doing exceptional things and I don't mind paying up for them, especially in a turbulent market.</p><p><blockquote>但我喜欢拥有那些做着非凡事情的公司，我不介意为它们买单，尤其是在动荡的市场中。</blockquote></p><p> How exceptional is Zscaler? Just look at those revenue growth numbers:</p><p><blockquote>Zscaler有多特别？看看这些收入增长数字就知道了：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3def4410c8c903a03041a2cd51b36979\" tg-width=\"640\" tg-height=\"386\" width=\"100%\" height=\"auto\"><span>Source: Author.</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：作者。</span></p></blockquote></p><p> I&nbsp;thought&nbsp;in May that growth acceleration might end soon, but it has continued to accelerate in Q1 2022. If the company beats its guidance in Q2 in a similar fashion to the past (usually more than 5%), it should accelerate year-on-year growth again in Q2 (or at least maintain the current 60%+ growth rate). On top of that, this quarter saw&nbsp;<b>RPO growing 98%, a dollar-based net retention rate of 125%, and FCF margins of 36%</b>. In other words, this business is firing on all cylinders. If you don't know what Zscaler does,read my article from December 2018&nbsp;– the stock is up 710% since then, and I think it can go even higher.</p><p><blockquote>我在5月份认为增长加速可能很快就会结束，但在2022年第一季度继续加速。如果该公司在第二季度的表现与过去类似（通常超过5%），那么它应该会在第二季度再次加速同比增长（或至少保持目前60%以上的增长率）。最重要的是，本季度<b>RPO增长98%，以美元计算的净保留率为125%，FCF利润率为36%</b>换句话说，这项业务正在全速运转。如果您不知道Zscaler是做什么的，请阅读我2018年12月的文章——自那时以来，该股已上涨710%，我认为它还可以走得更高。</blockquote></p><p> <b>Monday.com</b></p><p><blockquote><b>周一网</b></blockquote></p><p> Monday.com (MNDY) is a company that is a relatively new stock in the public markets (it IPOed in June this year) and a completely new stock in my portfolio (I just bought my first position). In a nutshell, the reason why I bought Monday.com is their hyper-growth and rapidly improving profitability. Just look at these two slides from the most recent earnings call presentation:</p><p><blockquote>Monday.com(MNDY)是一家在公开市场上相对较新的股票（今年6月首次公开募股），也是我投资组合中的一只全新股票（我刚刚购买了我的第一个头寸）。简而言之，我购买Monday.com的原因是他们的高速增长和盈利能力的快速提高。看看看涨期权最新财报演示中的这两张幻灯片即可：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5b07658237c02685eb3d049a537ba61\" tg-width=\"640\" tg-height=\"727\" width=\"100%\" height=\"auto\"><span>Source: Earnings call presentation Q3 2021.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：看涨期权2021年第三季度收益演示。</span></p></blockquote></p><p> Revenue was&nbsp;<b>up 95%</b>(up from 94% in the last quarter). This is quite astounding growth which indicates that this company is winning in the market (but also consider that the company is at a small annual revenue run rate, which makes it a bit easier). The number of enterprise customerswith more than $50K ARRwas&nbsp;<b>up 231%</b>(at 613, up from 185 a year ago). Monday was also&nbsp;<b>cash flow positive</b>&nbsp;for the first time this quarter.</p><p><blockquote>收入为<b>上涨95%</b>（高于上季度的94%）。这是相当惊人的增长，表明该公司正在市场上获胜（但也考虑到该公司的年收入运行率很小，这使得它变得更容易）。ARRs超过5万美元的企业客户数量为<b>上涨231%</b>（为613，高于一年前的185）。星期一也是<b>现金流为正</b>本季度首次。</blockquote></p><p> On top of that, it is also cheap relative to other cloud stocks:</p><p><blockquote>最重要的是，相对于其他云股票，它也很便宜：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80e6afbf54bdde4ad31dd3aaa06d0073\" tg-width=\"640\" tg-height=\"368\" width=\"100%\" height=\"auto\"><span>Source: Clouded Judgement 11.26.21.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：阴云密布的判断11.26.21。</span></p></blockquote></p><p></p><p> The company currently has a TTM EV/S of 57, and a 2022 EV/S of 38.7, based on analysts' expectation of 47% growth in 2022. That seems rich but not terribly so relative to other cloud names. The growth expectation of 47% in 2022, however, seems quite low if you consider the current growth of 95% year-on-year and 17% sequentially, plus the current momentum in larger customers. Actually, anything below 70% growth in FY 2022 would come as a surprise to me, and then we are looking at a maximum forward EV/S of 33.</p><p><blockquote>根据分析师对2022年增长47%的预期，该公司目前的TTM EV/S为57，2022年EV/S为38.7。这看起来很丰富，但相对于其他云的名称来说并不那么丰富。然而，如果考虑到目前95%的同比增长和17%的环比增长，再加上目前较大客户的势头，2022年47%的增长预期似乎相当低。事实上，2022财年任何低于70%的增长都会让我感到惊讶，然后我们预计最大远期EV/S为33。</blockquote></p><p> The big question going forward – in terms of if Monday.com will be a good long-term investment – is to which extent Monday.com can maintain its high growth rate beyond FY 2022. Here I do have some doubts still. The company is operating in a very dynamic and competitive field and I am not yet sure where Monday differentiates itself meaningfully from companies like Asana (ASAN) or Atlassian (TEAM). Still, the market for cloud-based work management solutions is big and there can be many winners in the space. For the moment I'm happy to follow the numbers (which look fantastic) and hope that the relatively cheap valuation will result in substantial alpha and is not an indication of a lower quality company.</p><p><blockquote>未来的大问题——就Monday.com是否会成为一项良好的长期投资而言——是Monday.com能够在2022财年之后在多大程度上保持其高增长率。在这里，我仍然有一些疑问。该公司在一个充满活力和竞争激烈的领域运营，我还不确定Monday与Asana(ASAN)或Atlassian(TEAM)等公司有何显著区别。尽管如此，基于云的工作管理解决方案的市场很大，这个领域可能会有许多赢家。目前，我很高兴关注这些数字（看起来很棒），并希望相对便宜的估值将带来可观的阿尔法，而不是表明公司质量较低。</blockquote></p><p> <b>Closing Thoughts And Honorary Mentions</b></p><p><blockquote><b>结束语和荣誉奖</b></blockquote></p><p> On days like these, there are many companies worth considering. For example, I haven't mentioned Datadog (DDOG) which&nbsp;reported another fantastic quarter&nbsp;at the beginning of November. Like Zscaler, this is also a company with accelerating growth that you can buy at a lower price than it was before it reported its blowout results.</p><p><blockquote>在这样的日子里，有很多公司值得考虑。例如，我没有提到Datadog(DDOG)，它在11月初报告了另一个出色的季度业绩。与Zscaler一样，这也是一家正在加速增长的公司，您可以以比报告井喷业绩之前更低的价格购买。</blockquote></p><p> Remember that the stocks mentioned, even though they may look attractive from a relative perspective, are still very expensive in absolute terms and from a historical perspective. However, sustainable growth is a beautiful form of downside protection for investors and the best antidote to \"overvaluation\" that I know. If I learned one thing in the last four years investing in high-growth SaaS/cloud stocks, it is to stay invested in the companies that sustain (or preferably accelerate) their top-line growth and get out of the stocks that see slowdowns. That sounds terribly simplistic and of course, many other factors play a role in a stock's long-term gains, but revenue growth and its&nbsp;endurance&nbsp;have been the predominant factors in the past.</p><p><blockquote>请记住，所提到的股票，尽管从相对角度来看它们可能看起来很有吸引力，但从绝对值和历史角度来看仍然非常昂贵。然而，可持续增长对投资者来说是一种美丽的下行保护形式，也是我所知道的“高估”的最佳解毒剂。如果说我在过去四年投资高增长SaaS/云股票中学到了一件事，那就是继续投资于那些维持（或者最好是加速）营收增长的公司，并退出那些放缓的股票。这听起来非常简单，当然，许多其他因素在股票的长期收益中发挥着作用，但收入增长及其耐力在过去一直是主要因素。</blockquote></p><p> This pull-back is far from the worst I have seen in recent years. But it is still painful – and when it starts to hurt, it is usually a good time to buy some quality companies.</p><p><blockquote>这次回调远不是我近年来见过的最糟糕的。但它仍然是痛苦的——当它开始痛苦时，通常是购买一些优质公司的好时机。</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>3 High Growth Stocks To Buy In The Pullback<blockquote>回调中值得买入的3只高增长股票</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\">\n3 High Growth Stocks To Buy In The Pullback<blockquote>回调中值得买入的3只高增长股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-03 23:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Upstart has fallen more than 50% from its highs. But its last earnings report wasn't that bad. The story is still intact and shares have derisked considerably.</li>  <li>Zscaler continues to impress with recent results showing accelerated growth again. The shares went up immediately after the report but reversed down in the general wash out.</li>  <li>Monday.com is a fairly new company and it also got hit by the market. Its high growth profile, rapidly improving profitability, and reasonable valuation makes it an interesting stock pick.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2aac50f1e4e4115b0d38a5ec6c15c267\" tg-width=\"1536\" tg-height=\"1139\" width=\"100%\" height=\"auto\"><span>Galeanu Mihai/iStock via Getty Images</span></p><p><blockquote><ul><li>Upstart已较高点下跌超过50%。但其上一份收益报告并没有那么糟糕。故事仍然完好无损，股价已大幅下降。</li><li>Zscaler继续给人留下深刻印象，最近的业绩再次显示加速增长。报告发布后，该股立即上涨，但在普遍下跌中逆转下跌。</li><li>Monday.com是一家相当新的公司，它也受到了市场的冲击。其高增长、快速提高的盈利能力和合理的估值使其成为一个有趣的股票选择。</li></ul><p class=\"t-img-caption\"><span>Galeanu Mihai/iStock来自Getty Images</span></p></blockquote></p><p> I started writing this article one week ago with the goal to review Upstart's recent quarterly results. Since in my&nbsp;last article, I argued that Upstart (UPST) might still be an attractive buying opportunity at $390 a share, I wanted to check on the company (currently trading around $180 –<i>yikes!</i>).</p><p><blockquote>我一周前开始写这篇文章，目的是回顾Upstart最近的季度业绩。由于在我的上一篇文章中，我认为Upstart(UPST)可能仍然是每股390美元的有吸引力的买入机会，因此我想检查一下该公司（目前交易价格约为180美元-<i>呀！</i>).</blockquote></p><p> However, the recent market sell-off, especially in high-growth names, made me reconsider the direction of the article. I think it is much more interesting right now to write about some high-growth names in my portfolio that I am considering adding during this little downturn.</p><p><blockquote>然而，最近的市场抛售，尤其是高增长股票的抛售，让我重新考虑了文章的方向。我认为现在写一些我的投资组合中的高增长股票更有趣，我正在考虑在这次小衰退期间添加这些股票。</blockquote></p><p> A little caveat upfront, though. I am really bad at short-term calls (as evidenced by my recent Upstart article). I have no idea what the Omicron variant will do to our economy, what the Fed's monetary policy will be in the future and how far this sell-off will go eventually. By the time this article is published, the sell-off might already have reversed. Or it might have gotten much worse. I simply don't know.</p><p><blockquote>不过，提前有一点警告。我真的不擅长短期评级（正如我最近的新贵文章所证明的那样）。我不知道奥密克戎变体会对我们的经济产生什么影响，美联储未来的货币政策会是什么，也不知道这次抛售最终会走多远。当本文发表时，抛售可能已经逆转。或者情况可能会变得更糟。我就是不知道。</blockquote></p><p> What I do know is that there are companies in the public markets with exceptional business fundamentals that&nbsp;<b>will do very well regardless of the macro environment</b>. These are businesses with high growth rates, high margins, and long runways of growth. They also have high valuation multiples which lead to increased risk and high volatility. Taking advantage of that volatility is a great way to increase your returns. Here are some stocks that I consider buying right now:</p><p><blockquote>我所知道的是，公开市场上有些公司拥有出色的业务基本面<b>无论宏观环境如何，都会做得很好</b>这些业务具有高增长率、高利润率和长期增长。它们的估值倍数也很高，这导致风险增加和波动性高。利用这种波动性是增加回报的好方法。以下是我现在考虑购买的一些股票：</blockquote></p><p> <b>Upstart</b></p><p><blockquote><b>暴发户</b></blockquote></p><p> Let's start with the one I originally wanted to write about: To summarize shortly, I think that if you liked Upstart at $390, you should like it much more at $180. The earnings release for Q3 2021 was not as bad as the market's reaction might suggest. Yes, expectations were lofty based on an exceptional Q2 report, and yes, these expectations were not entirely met in Q3. But that does not mean that the fundamental picture has deteriorated. What the wild price swings of the past prove, and I have written about in the past, is that this young company is difficult to value. Growth is high, but also hard to predict. And while the disruption of the FICO score through AI technology is enticing and seems inevitable, Upstart's role in that story is not set in stone.</p><p><blockquote>让我们从我最初想写的一个开始：简单总结一下，我认为如果你喜欢390美元的Upstart，你应该更喜欢180美元的Upstart。2021年第三季度的财报发布并不像市场反应所暗示的那么糟糕。是的，基于出色的第二季度报告，人们的期望很高，是的，这些期望在第三季度并没有完全实现。但这并不意味着基本面已经恶化。过去的剧烈价格波动证明，我过去也写过，这家年轻的公司很难估值。增长很高，但也很难预测。虽然人工智能技术对FICO分数的破坏很诱人，而且似乎不可避免，但Upstart在这个故事中的角色并不是一成不变的。</blockquote></p><p> Let's look at some numbers:</p><p><blockquote>我们来看一些数字：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7b085c5134a9e376f177da8f5fa2674e\" tg-width=\"640\" tg-height=\"309\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b826680751b139c569c90d0d3be483cf\" tg-width=\"640\" tg-height=\"163\" width=\"100%\" height=\"auto\"><span>Source: Author</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：作者</span></p></blockquote></p><p> As you can see, revenue growth is still explosive, and with a normal beat should accelerate again into Q4 on a sequential basis. And while most key performance indicators (loans transacted, conversion rate, percentage of automated loans) together with&nbsp;margins&nbsp;all decelerated or went down slightly, I don't think that this means the fundamentals have changed with this company. There were many details mentioned in the&nbsp;earnings call&nbsp;that I won't discuss in this article format. But the key takeaway for me was that management seemed very upbeat about the future of the company.</p><p><blockquote>正如您所看到的，收入增长仍然是爆炸性的，按照正常的节奏，第四季度应该会再次加速。虽然大多数关键绩效指标（交易贷款、转化率、自动化贷款百分比）以及利润率都减速或略有下降，但我不认为这意味着这家公司的基本面发生了变化。收益看涨期权中提到了许多细节，我不会在本文中讨论。但对我来说，关键的收获是管理层似乎对公司的未来非常乐观。</blockquote></p><p> I think there are two key mistakes that investors should avoid here:</p><p><blockquote>我认为投资者在这里应该避免两个关键错误：</blockquote></p><p></p><p> <ol>  <li>Let the disappointment of a \"not-so-blowout\" quarter and a devastating price action make you blind to this investment opportunity. This was still a very good quarter and now that the shares have fallen off a cliff the stock is much more attractive.</li>  <li>Do not look at Upstart through the lens of SaaS businesses. As I wrote in&nbsp;May:<i>Upstart might be a high-promising cloud software company but it does not have a SaaS business model. There is</i>&nbsp;<i><b>no recurring revenue</b></i>&nbsp;<i>to fall back on in tough times, no sticky subscription customers, no backlog, no land and expand. Every quarter Upstart has to sell new loans, and revenue basically starts from zero.</i></li> </ol> Upstart's financials are lumpier and less reliable and as a result, the company deserves much more investor attention and a lower valuation multiple than high growth companies with recurring revenues. However, if growth stays very high, it could more than make up for that fact. Currently, the company is trading at a 17.76 forward EV/S, which I think is a relative bargain for a company with this growth and margin profile.</p><p><blockquote><ol><li>让“不那么井喷”的季度的失望和毁灭性的价格走势让你对这个投资机会视而不见。这仍然是一个非常好的季度，现在股价已经断崖式下跌，该股更具吸引力。</li><li>不要通过SaaS企业的视角来看待Upstart。正如我在五月份所写的：<i>Upstart可能是一家很有前途的云软件公司，但它没有SaaS商业模式。有</i> <i><b>无经常性收入</b></i> <i>在困难时期可以依靠，没有粘性订阅客户，没有积压，没有土地和扩张。每个季度Upstart都要出售新贷款，营收基本从零开始。</i></li></ol>Upstart的财务状况更加不稳定且不太可靠，因此，与具有经常性收入的高增长公司相比，该公司值得投资者更多关注，估值倍数也更低。然而，如果增长保持在很高的水平，它就足以弥补这一事实。目前，该公司的远期EV/S交易价格为17.76，我认为对于具有这种增长和利润率的公司来说，这是相对便宜的。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15592919228dec8ee2403898d69ef228\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> <b>Zscaler</b></p><p><blockquote><b>Zscaler</b></blockquote></p><p> Sometimes the market gives you a gift that you should not refuse. This is what happened with Zscaler (ZS) yesterday. The&nbsp;stock initially was up&nbsp;in the postmarket after the company reported another&nbsp;blow-out quarter&nbsp;on Tuesday. But on Wednesday it all didn't matter anymore and thanks to the little correction, sector rotation, or whatever you want to call it, the stock actually went&nbsp;<b>down by more than 8%</b>. This is really a time when you want to buy: You just got confirmation that your company is doing incredibly well with growth accelerating and the stock sells off for macro concerns. The stock is definitely not cheap at a forward EV/S of 43.51 and, of course, this \"pull-back\" is laughable (<i>\"oh my god, the stock is back to where it was...one month ago\"</i>).</p><p><blockquote>有时候市场会给你一份你不应该拒绝的礼物。这就是Zscaler(ZS)昨天发生的情况。在该公司周二公布另一个井喷季度后，该股最初在盘后市场上涨。但到了周三，这一切都不再重要了，由于小幅调整、行业轮换或任何你想看涨期权的东西，该股实际上上涨了<b>跌幅超过8%</b>.这确实是你想买入的时候：你刚刚得到确认，你的公司表现非常好，增长加速，股票因宏观担忧而遭到抛售。该股的远期EV/S为43.51，绝对不便宜，当然，这种“回调”是可笑的（<i>“天哪，股票又回到了……一个月前”</i>).</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e79ff3fce3101896f17b65ced143c037\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> But I like to own companies that are doing exceptional things and I don't mind paying up for them, especially in a turbulent market.</p><p><blockquote>但我喜欢拥有那些做着非凡事情的公司，我不介意为它们买单，尤其是在动荡的市场中。</blockquote></p><p> How exceptional is Zscaler? Just look at those revenue growth numbers:</p><p><blockquote>Zscaler有多特别？看看这些收入增长数字就知道了：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3def4410c8c903a03041a2cd51b36979\" tg-width=\"640\" tg-height=\"386\" width=\"100%\" height=\"auto\"><span>Source: Author.</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：作者。</span></p></blockquote></p><p> I&nbsp;thought&nbsp;in May that growth acceleration might end soon, but it has continued to accelerate in Q1 2022. If the company beats its guidance in Q2 in a similar fashion to the past (usually more than 5%), it should accelerate year-on-year growth again in Q2 (or at least maintain the current 60%+ growth rate). On top of that, this quarter saw&nbsp;<b>RPO growing 98%, a dollar-based net retention rate of 125%, and FCF margins of 36%</b>. In other words, this business is firing on all cylinders. If you don't know what Zscaler does,read my article from December 2018&nbsp;– the stock is up 710% since then, and I think it can go even higher.</p><p><blockquote>我在5月份认为增长加速可能很快就会结束，但在2022年第一季度继续加速。如果该公司在第二季度的表现与过去类似（通常超过5%），那么它应该会在第二季度再次加速同比增长（或至少保持目前60%以上的增长率）。最重要的是，本季度<b>RPO增长98%，以美元计算的净保留率为125%，FCF利润率为36%</b>换句话说，这项业务正在全速运转。如果您不知道Zscaler是做什么的，请阅读我2018年12月的文章——自那时以来，该股已上涨710%，我认为它还可以走得更高。</blockquote></p><p> <b>Monday.com</b></p><p><blockquote><b>周一网</b></blockquote></p><p> Monday.com (MNDY) is a company that is a relatively new stock in the public markets (it IPOed in June this year) and a completely new stock in my portfolio (I just bought my first position). In a nutshell, the reason why I bought Monday.com is their hyper-growth and rapidly improving profitability. Just look at these two slides from the most recent earnings call presentation:</p><p><blockquote>Monday.com(MNDY)是一家在公开市场上相对较新的股票（今年6月首次公开募股），也是我投资组合中的一只全新股票（我刚刚购买了我的第一个头寸）。简而言之，我购买Monday.com的原因是他们的高速增长和盈利能力的快速提高。看看看涨期权最新财报演示中的这两张幻灯片即可：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5b07658237c02685eb3d049a537ba61\" tg-width=\"640\" tg-height=\"727\" width=\"100%\" height=\"auto\"><span>Source: Earnings call presentation Q3 2021.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：看涨期权2021年第三季度收益演示。</span></p></blockquote></p><p> Revenue was&nbsp;<b>up 95%</b>(up from 94% in the last quarter). This is quite astounding growth which indicates that this company is winning in the market (but also consider that the company is at a small annual revenue run rate, which makes it a bit easier). The number of enterprise customerswith more than $50K ARRwas&nbsp;<b>up 231%</b>(at 613, up from 185 a year ago). Monday was also&nbsp;<b>cash flow positive</b>&nbsp;for the first time this quarter.</p><p><blockquote>收入为<b>上涨95%</b>（高于上季度的94%）。这是相当惊人的增长，表明该公司正在市场上获胜（但也考虑到该公司的年收入运行率很小，这使得它变得更容易）。ARRs超过5万美元的企业客户数量为<b>上涨231%</b>（为613，高于一年前的185）。星期一也是<b>现金流为正</b>本季度首次。</blockquote></p><p> On top of that, it is also cheap relative to other cloud stocks:</p><p><blockquote>最重要的是，相对于其他云股票，它也很便宜：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80e6afbf54bdde4ad31dd3aaa06d0073\" tg-width=\"640\" tg-height=\"368\" width=\"100%\" height=\"auto\"><span>Source: Clouded Judgement 11.26.21.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：阴云密布的判断11.26.21。</span></p></blockquote></p><p></p><p> The company currently has a TTM EV/S of 57, and a 2022 EV/S of 38.7, based on analysts' expectation of 47% growth in 2022. That seems rich but not terribly so relative to other cloud names. The growth expectation of 47% in 2022, however, seems quite low if you consider the current growth of 95% year-on-year and 17% sequentially, plus the current momentum in larger customers. Actually, anything below 70% growth in FY 2022 would come as a surprise to me, and then we are looking at a maximum forward EV/S of 33.</p><p><blockquote>根据分析师对2022年增长47%的预期，该公司目前的TTM EV/S为57，2022年EV/S为38.7。这看起来很丰富，但相对于其他云的名称来说并不那么丰富。然而，如果考虑到目前95%的同比增长和17%的环比增长，再加上目前较大客户的势头，2022年47%的增长预期似乎相当低。事实上，2022财年任何低于70%的增长都会让我感到惊讶，然后我们预计最大远期EV/S为33。</blockquote></p><p> The big question going forward – in terms of if Monday.com will be a good long-term investment – is to which extent Monday.com can maintain its high growth rate beyond FY 2022. Here I do have some doubts still. The company is operating in a very dynamic and competitive field and I am not yet sure where Monday differentiates itself meaningfully from companies like Asana (ASAN) or Atlassian (TEAM). Still, the market for cloud-based work management solutions is big and there can be many winners in the space. For the moment I'm happy to follow the numbers (which look fantastic) and hope that the relatively cheap valuation will result in substantial alpha and is not an indication of a lower quality company.</p><p><blockquote>未来的大问题——就Monday.com是否会成为一项良好的长期投资而言——是Monday.com能够在2022财年之后在多大程度上保持其高增长率。在这里，我仍然有一些疑问。该公司在一个充满活力和竞争激烈的领域运营，我还不确定Monday与Asana(ASAN)或Atlassian(TEAM)等公司有何显著区别。尽管如此，基于云的工作管理解决方案的市场很大，这个领域可能会有许多赢家。目前，我很高兴关注这些数字（看起来很棒），并希望相对便宜的估值将带来可观的阿尔法，而不是表明公司质量较低。</blockquote></p><p> <b>Closing Thoughts And Honorary Mentions</b></p><p><blockquote><b>结束语和荣誉奖</b></blockquote></p><p> On days like these, there are many companies worth considering. For example, I haven't mentioned Datadog (DDOG) which&nbsp;reported another fantastic quarter&nbsp;at the beginning of November. Like Zscaler, this is also a company with accelerating growth that you can buy at a lower price than it was before it reported its blowout results.</p><p><blockquote>在这样的日子里，有很多公司值得考虑。例如，我没有提到Datadog(DDOG)，它在11月初报告了另一个出色的季度业绩。与Zscaler一样，这也是一家正在加速增长的公司，您可以以比报告井喷业绩之前更低的价格购买。</blockquote></p><p> Remember that the stocks mentioned, even though they may look attractive from a relative perspective, are still very expensive in absolute terms and from a historical perspective. However, sustainable growth is a beautiful form of downside protection for investors and the best antidote to \"overvaluation\" that I know. If I learned one thing in the last four years investing in high-growth SaaS/cloud stocks, it is to stay invested in the companies that sustain (or preferably accelerate) their top-line growth and get out of the stocks that see slowdowns. That sounds terribly simplistic and of course, many other factors play a role in a stock's long-term gains, but revenue growth and its&nbsp;endurance&nbsp;have been the predominant factors in the past.</p><p><blockquote>请记住，所提到的股票，尽管从相对角度来看它们可能看起来很有吸引力，但从绝对值和历史角度来看仍然非常昂贵。然而，可持续增长对投资者来说是一种美丽的下行保护形式，也是我所知道的“高估”的最佳解毒剂。如果说我在过去四年投资高增长SaaS/云股票中学到了一件事，那就是继续投资于那些维持（或者最好是加速）营收增长的公司，并退出那些放缓的股票。这听起来非常简单，当然，许多其他因素在股票的长期收益中发挥着作用，但收入增长及其耐力在过去一直是主要因素。</blockquote></p><p> This pull-back is far from the worst I have seen in recent years. But it is still painful – and when it starts to hurt, it is usually a good time to buy some quality companies.</p><p><blockquote>这次回调远不是我近年来见过的最糟糕的。但它仍然是痛苦的——当它开始痛苦时，通常是购买一些优质公司的好时机。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4473014-3-high-growth-stocks-to-buy-in-the-pullback\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UPST":"Upstart Holdings, Inc.","ZS":"Zscaler Inc.","MNDY":"Monday.com Ltd."},"source_url":"https://seekingalpha.com/article/4473014-3-high-growth-stocks-to-buy-in-the-pullback","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115344844","content_text":"Summary\n\nUpstart has fallen more than 50% from its highs. But its last earnings report wasn't that bad. The story is still intact and shares have derisked considerably.\nZscaler continues to impress with recent results showing accelerated growth again. The shares went up immediately after the report but reversed down in the general wash out.\nMonday.com is a fairly new company and it also got hit by the market. Its high growth profile, rapidly improving profitability, and reasonable valuation makes it an interesting stock pick.\n\nGaleanu Mihai/iStock via Getty Images\nI started writing this article one week ago with the goal to review Upstart's recent quarterly results. Since in my last article, I argued that Upstart (UPST) might still be an attractive buying opportunity at $390 a share, I wanted to check on the company (currently trading around $180 –yikes!).\nHowever, the recent market sell-off, especially in high-growth names, made me reconsider the direction of the article. I think it is much more interesting right now to write about some high-growth names in my portfolio that I am considering adding during this little downturn.\nA little caveat upfront, though. I am really bad at short-term calls (as evidenced by my recent Upstart article). I have no idea what the Omicron variant will do to our economy, what the Fed's monetary policy will be in the future and how far this sell-off will go eventually. By the time this article is published, the sell-off might already have reversed. Or it might have gotten much worse. I simply don't know.\nWhat I do know is that there are companies in the public markets with exceptional business fundamentals that will do very well regardless of the macro environment. These are businesses with high growth rates, high margins, and long runways of growth. They also have high valuation multiples which lead to increased risk and high volatility. Taking advantage of that volatility is a great way to increase your returns. Here are some stocks that I consider buying right now:\nUpstart\nLet's start with the one I originally wanted to write about: To summarize shortly, I think that if you liked Upstart at $390, you should like it much more at $180. The earnings release for Q3 2021 was not as bad as the market's reaction might suggest. Yes, expectations were lofty based on an exceptional Q2 report, and yes, these expectations were not entirely met in Q3. But that does not mean that the fundamental picture has deteriorated. What the wild price swings of the past prove, and I have written about in the past, is that this young company is difficult to value. Growth is high, but also hard to predict. And while the disruption of the FICO score through AI technology is enticing and seems inevitable, Upstart's role in that story is not set in stone.\nLet's look at some numbers:\n\nSource: Author\nAs you can see, revenue growth is still explosive, and with a normal beat should accelerate again into Q4 on a sequential basis. And while most key performance indicators (loans transacted, conversion rate, percentage of automated loans) together with margins all decelerated or went down slightly, I don't think that this means the fundamentals have changed with this company. There were many details mentioned in the earnings call that I won't discuss in this article format. But the key takeaway for me was that management seemed very upbeat about the future of the company.\nI think there are two key mistakes that investors should avoid here:\n\nLet the disappointment of a \"not-so-blowout\" quarter and a devastating price action make you blind to this investment opportunity. This was still a very good quarter and now that the shares have fallen off a cliff the stock is much more attractive.\nDo not look at Upstart through the lens of SaaS businesses. As I wrote in May:Upstart might be a high-promising cloud software company but it does not have a SaaS business model. There is no recurring revenue to fall back on in tough times, no sticky subscription customers, no backlog, no land and expand. Every quarter Upstart has to sell new loans, and revenue basically starts from zero.\n\nUpstart's financials are lumpier and less reliable and as a result, the company deserves much more investor attention and a lower valuation multiple than high growth companies with recurring revenues. However, if growth stays very high, it could more than make up for that fact. Currently, the company is trading at a 17.76 forward EV/S, which I think is a relative bargain for a company with this growth and margin profile.\nData by YCharts\nZscaler\nSometimes the market gives you a gift that you should not refuse. This is what happened with Zscaler (ZS) yesterday. The stock initially was up in the postmarket after the company reported another blow-out quarter on Tuesday. But on Wednesday it all didn't matter anymore and thanks to the little correction, sector rotation, or whatever you want to call it, the stock actually went down by more than 8%. This is really a time when you want to buy: You just got confirmation that your company is doing incredibly well with growth accelerating and the stock sells off for macro concerns. The stock is definitely not cheap at a forward EV/S of 43.51 and, of course, this \"pull-back\" is laughable (\"oh my god, the stock is back to where it was...one month ago\").\nData by YCharts\nBut I like to own companies that are doing exceptional things and I don't mind paying up for them, especially in a turbulent market.\nHow exceptional is Zscaler? Just look at those revenue growth numbers:\nSource: Author.\nI thought in May that growth acceleration might end soon, but it has continued to accelerate in Q1 2022. If the company beats its guidance in Q2 in a similar fashion to the past (usually more than 5%), it should accelerate year-on-year growth again in Q2 (or at least maintain the current 60%+ growth rate). On top of that, this quarter saw RPO growing 98%, a dollar-based net retention rate of 125%, and FCF margins of 36%. In other words, this business is firing on all cylinders. If you don't know what Zscaler does,read my article from December 2018 – the stock is up 710% since then, and I think it can go even higher.\nMonday.com\nMonday.com (MNDY) is a company that is a relatively new stock in the public markets (it IPOed in June this year) and a completely new stock in my portfolio (I just bought my first position). In a nutshell, the reason why I bought Monday.com is their hyper-growth and rapidly improving profitability. Just look at these two slides from the most recent earnings call presentation:\nSource: Earnings call presentation Q3 2021.\nRevenue was up 95%(up from 94% in the last quarter). This is quite astounding growth which indicates that this company is winning in the market (but also consider that the company is at a small annual revenue run rate, which makes it a bit easier). The number of enterprise customerswith more than $50K ARRwas up 231%(at 613, up from 185 a year ago). Monday was also cash flow positive for the first time this quarter.\nOn top of that, it is also cheap relative to other cloud stocks:\nSource: Clouded Judgement 11.26.21.\nThe company currently has a TTM EV/S of 57, and a 2022 EV/S of 38.7, based on analysts' expectation of 47% growth in 2022. That seems rich but not terribly so relative to other cloud names. The growth expectation of 47% in 2022, however, seems quite low if you consider the current growth of 95% year-on-year and 17% sequentially, plus the current momentum in larger customers. Actually, anything below 70% growth in FY 2022 would come as a surprise to me, and then we are looking at a maximum forward EV/S of 33.\nThe big question going forward – in terms of if Monday.com will be a good long-term investment – is to which extent Monday.com can maintain its high growth rate beyond FY 2022. Here I do have some doubts still. The company is operating in a very dynamic and competitive field and I am not yet sure where Monday differentiates itself meaningfully from companies like Asana (ASAN) or Atlassian (TEAM). Still, the market for cloud-based work management solutions is big and there can be many winners in the space. For the moment I'm happy to follow the numbers (which look fantastic) and hope that the relatively cheap valuation will result in substantial alpha and is not an indication of a lower quality company.\nClosing Thoughts And Honorary Mentions\nOn days like these, there are many companies worth considering. For example, I haven't mentioned Datadog (DDOG) which reported another fantastic quarter at the beginning of November. Like Zscaler, this is also a company with accelerating growth that you can buy at a lower price than it was before it reported its blowout results.\nRemember that the stocks mentioned, even though they may look attractive from a relative perspective, are still very expensive in absolute terms and from a historical perspective. However, sustainable growth is a beautiful form of downside protection for investors and the best antidote to \"overvaluation\" that I know. If I learned one thing in the last four years investing in high-growth SaaS/cloud stocks, it is to stay invested in the companies that sustain (or preferably accelerate) their top-line growth and get out of the stocks that see slowdowns. That sounds terribly simplistic and of course, many other factors play a role in a stock's long-term gains, but revenue growth and its endurance have been the predominant factors in the past.\nThis pull-back is far from the worst I have seen in recent years. But it is still painful – and when it starts to hurt, it is usually a good time to buy some quality companies.","news_type":1,"symbols_score_info":{"MNDY":0.9,"UPST":0.9,"ZS":0.9}},"isVote":1,"tweetType":1,"viewCount":3133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":196647245,"gmtCreate":1621052129587,"gmtModify":1634194263625,"author":{"id":"3582600581738317","authorId":"3582600581738317","name":"andrewshum","avatar":"https://static.tigerbbs.com/3a4a9224853eb7bf5293363b761f6ba1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582600581738317","idStr":"3582600581738317"},"themes":[],"title":"","htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/196647245","repostId":"1163454382","repostType":4,"repost":{"id":"1163454382","kind":"news","pubTimestamp":1621004581,"share":"https://www.laohu8.com/m/news/1163454382?lang=zh_CN&edition=full","pubTime":"2021-05-14 23:03","market":"us","language":"en","title":"Why AMC Entertainment Stock Jumped Again Friday<blockquote>为什么AMC院线股价周五再次上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1163454382","media":"Motley Fool","summary":"AMC investors have reason for more optimism on the heels of another capital raise.Yesterday's jump came after the company announcedit raised $428 million. First, the Centers for Disease Control and Prevention  issued a new statement on current health and safety protocols saying that fully vaccinated people can resume activities without wearing a mask or physically distancing, including indoors.This should allow theaters to open back up at full capacity and be a desirable destination for vaccinat","content":"<p>  <b>AMC investors have reason for more optimism on the heels of another capital raise.</b>  <b>What happened</b></p><p><blockquote><b>在再次融资后，AMC投资者有理由更加乐观。</b><b>发生了什么</b></blockquote></p><p> A day after<b>AMC Entertainment Holdings</b>(NYSE:AMC)</p><p><blockquote>一天后<b>AMC院线控股</b>（纽约证券交易所代码：AMC）</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Yesterday's jump came after the company announcedit raised $428 million</p><p><blockquote>昨天的股价上涨是在该公司宣布筹集4.28亿美元后发生的</blockquote></p><p> First, the Centers for Disease Control and Prevention (CDC) issued a new statement on current health and safety protocols saying that fully vaccinated people can resume activities without wearing a mask or physically distancing, including indoors.</p><p><blockquote>首先，美国疾病控制和预防中心（CDC）发布了一份关于当前健康和安全协议的新声明，称完全接种疫苗的人可以在不戴口罩或保持身体距离的情况下恢复活动，包括在室内。</blockquote></p><p> This should allow theaters to open back up at full capacity and be a desirable destination for vaccinated movie patrons. Also yesterday,<b>Walt Disney</b>(NYSE:DIS)announced its quarterly earnings report, and CEO Bob Chapek noted \"increased production at our studios.\" While that is a positive for theater operators, Disney also reported disappointing subscriber growth in itsstreaming services.</p><p><blockquote>这将使电影院能够满负荷开放，并成为接种疫苗的电影顾客的理想目的地。同样在昨天，<b>迪斯尼</b>（纽约证券交易所股票代码：DIS）宣布了季度收益报告，首席执行官鲍勃·查佩克指出“我们工作室的产量有所增加”。虽然这对影院运营商来说是积极的，但迪士尼也报告称其流媒体服务的用户增长令人失望。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p> Lower streaming subscriptions could be a positive sign for the theater business. As vaccinations continue to roll out, and with the CDC now officially giving its approval to gather indoors with crowds and without masks, theater attendance may resume quickly.</p><p><blockquote>流媒体订阅量的下降对影院业务来说可能是一个积极的信号。随着疫苗接种的继续推广，以及疾病预防控制中心现在正式批准在不戴口罩的情况下与人群聚集在室内，剧院的上座率可能会很快恢复。</blockquote></p><p> Vaccinations are going to drive people back to activities outside the home. Movie theaters are likely to be a favorite destination after more than a year of mostly watching at home. On the heels of another capital raise, AMC investors may be thinking this company finally has a promising path ahead.</p><p><blockquote>疫苗接种将促使人们回到户外活动。在一年多的时间里，电影院可能会成为人们最喜欢的目的地。在另一次融资之后，AMC投资者可能认为这家公司终于有了一条充满希望的未来之路。</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 AMC Entertainment Stock Jumped Again Friday<blockquote>为什么AMC院线股价周五再次上涨</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 AMC Entertainment Stock Jumped Again Friday<blockquote>为什么AMC院线股价周五再次上涨</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\">2021-05-14 23:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  <b>AMC investors have reason for more optimism on the heels of another capital raise.</b>  <b>What happened</b></p><p><blockquote><b>在再次融资后，AMC投资者有理由更加乐观。</b><b>发生了什么</b></blockquote></p><p> A day after<b>AMC Entertainment Holdings</b>(NYSE:AMC)</p><p><blockquote>一天后<b>AMC院线控股</b>（纽约证券交易所代码：AMC）</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Yesterday's jump came after the company announcedit raised $428 million</p><p><blockquote>昨天的股价上涨是在该公司宣布筹集4.28亿美元后发生的</blockquote></p><p> First, the Centers for Disease Control and Prevention (CDC) issued a new statement on current health and safety protocols saying that fully vaccinated people can resume activities without wearing a mask or physically distancing, including indoors.</p><p><blockquote>首先，美国疾病控制和预防中心（CDC）发布了一份关于当前健康和安全协议的新声明，称完全接种疫苗的人可以在不戴口罩或保持身体距离的情况下恢复活动，包括在室内。</blockquote></p><p> This should allow theaters to open back up at full capacity and be a desirable destination for vaccinated movie patrons. Also yesterday,<b>Walt Disney</b>(NYSE:DIS)announced its quarterly earnings report, and CEO Bob Chapek noted \"increased production at our studios.\" While that is a positive for theater operators, Disney also reported disappointing subscriber growth in itsstreaming services.</p><p><blockquote>这将使电影院能够满负荷开放，并成为接种疫苗的电影顾客的理想目的地。同样在昨天，<b>迪斯尼</b>（纽约证券交易所股票代码：DIS）宣布了季度收益报告，首席执行官鲍勃·查佩克指出“我们工作室的产量有所增加”。虽然这对影院运营商来说是积极的，但迪士尼也报告称其流媒体服务的用户增长令人失望。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p> Lower streaming subscriptions could be a positive sign for the theater business. As vaccinations continue to roll out, and with the CDC now officially giving its approval to gather indoors with crowds and without masks, theater attendance may resume quickly.</p><p><blockquote>流媒体订阅量的下降对影院业务来说可能是一个积极的信号。随着疫苗接种的继续推广，以及疾病预防控制中心现在正式批准在不戴口罩的情况下与人群聚集在室内，剧院的上座率可能会很快恢复。</blockquote></p><p> Vaccinations are going to drive people back to activities outside the home. Movie theaters are likely to be a favorite destination after more than a year of mostly watching at home. On the heels of another capital raise, AMC investors may be thinking this company finally has a promising path ahead.</p><p><blockquote>疫苗接种将促使人们回到户外活动。在一年多的时间里，电影院可能会成为人们最喜欢的目的地。在另一次融资之后，AMC投资者可能认为这家公司终于有了一条充满希望的未来之路。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/05/14/why-amc-entertainment-stock-jumped-again-friday/\">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":{"AMC":"AMC院线"},"source_url":"https://www.fool.com/investing/2021/05/14/why-amc-entertainment-stock-jumped-again-friday/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163454382","content_text":"AMC investors have reason for more optimism on the heels of another capital raise.\n\nWhat happened\nA day afterAMC Entertainment Holdings(NYSE:AMC)\nSo what\nYesterday's jump came after the company announcedit raised $428 million\nFirst, the Centers for Disease Control and Prevention (CDC) issued a new statement on current health and safety protocols saying that fully vaccinated people can resume activities without wearing a mask or physically distancing, including indoors.\nThis should allow theaters to open back up at full capacity and be a desirable destination for vaccinated movie patrons. Also yesterday,Walt Disney(NYSE:DIS)announced its quarterly earnings report, and CEO Bob Chapek noted \"increased production at our studios.\" While that is a positive for theater operators, Disney also reported disappointing subscriber growth in itsstreaming services.\nNow what\nLower streaming subscriptions could be a positive sign for the theater business. As vaccinations continue to roll out, and with the CDC now officially giving its approval to gather indoors with crowds and without masks, theater attendance may resume quickly.\nVaccinations are going to drive people back to activities outside the home. Movie theaters are likely to be a favorite destination after more than a year of mostly watching at home. On the heels of another capital raise, AMC investors may be thinking this company finally has a promising path ahead.","news_type":1,"symbols_score_info":{"AMC":0.9}},"isVote":1,"tweetType":1,"viewCount":449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}