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Jackson83

Jackson83

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2021-12-15

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2021-12-14

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2021-12-13

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Rivian,Adobe,FedEx,Lennar,Campbell Soup,and Other Stocks to Watch This Week<blockquote>Rivian、Adobe、FedEx、Lenner、Campbell Soup 和本周值得关注的其他股票</blockquote>

2021-12-12

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2021-12-11

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2021-12-09

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2021-12-08

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2021-12-07

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2021-12-05

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2021-12-04

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US IPO Week Ahead: Digital banking and cloud infrastructure lead a 4 IPO week<blockquote>美国 IPO 周即将到来：数字银行和云基础设施引领 IPO 周 4</blockquote>

2021-12-03

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2021-12-02

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2021-12-01

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2021-11-30

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2021-11-28

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3 Leading Software-as-a-Service Stocks to Buy in 2021 and Beyond<blockquote>2021 年及以后值得购买的 3 只领先软件即服务股票</blockquote>

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>

2021-11-26

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3 Renewable Energy Stocks We're Thankful for in 2021<blockquote>2021 年我们感谢的 3 只可再生能源股票</blockquote>

2021-11-25

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2021-11-23

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2021-11-21

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Why Ford Is Terminating Its Joint EV Development Plan With Rivian?<blockquote>福特为何终止与Rivian的联合电动汽车开发计划？</blockquote>

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pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604171554","repostId":"1171271872","repostType":4,"repost":{"id":"1171271872","kind":"news","pubTimestamp":1639348466,"share":"https://www.laohunote.com/m/news/1171271872?lang=zh_CN&edition=full","pubTime":"2021-12-13 06:34","market":"us","language":"en","title":"Rivian,Adobe,FedEx,Lennar,Campbell Soup,and Other Stocks to Watch This Week<blockquote>Rivian、Adobe、FedEx、Lenner、Campbell Soup 和本周值得关注的其他股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1171271872","media":"Barrons","summary":"The main event for investors this week will be the Federal Reserve’s rate-setting committee’s last meeting of 2021. Recent commentary from officials has leaned more hawkish, setting up a potential announcement of plans to accelerate monthly asset purchase tapering.The Federal Open Market Committee’s two-day meeting takes place on Tuesday and Wednesday.Earnings reports this week are few, but will include Campbell Soup on Tuesday;Lennar,Accenture,FedEx,Rivian Automotive, and Adobe on Thursday; and","content":"<p>The main event for investors this week will be the Federal Reserve’s rate-setting committee’s&nbsp;last meeting of 2021. Recent commentary from officials has leaned more hawkish, setting up a potential announcement of plans to accelerate monthly asset purchase tapering.</p><p><blockquote>本周投资者的主要活动将是美联储利率制定委员会 2021 年的最后一次会议。官员们最近的评论更加鹰派，可能会宣布加速每月资产购买缩减规模的计划。</blockquote></p><p> The Federal Open Market Committee’s two-day meeting takes place on Tuesday and Wednesday.</p><p><blockquote>联邦公开市场委员会为期两天的会议将于周二和周三举行。</blockquote></p><p> Earnings reports this week are few, but will include&nbsp;Campbell Soup&nbsp;on Tuesday;Lennar,Accenture,FedEx,Rivian&nbsp;Automotive, and&nbsp;Adobe&nbsp;on Thursday; and&nbsp;Darden Restaurants&nbsp;on Friday.</p><p><blockquote>本周的财报很少，但将包括周二的金宝汤；Lenner、埃森哲、联邦快递、Rivian Automotive 和 Adobe 周四；周五的达顿餐厅。</blockquote></p><p> Economic data coming out this week includes the Bureau of Labor Statistics’ producer price index for November on Tuesday. Economists expect a 0.55% month-over-month rise for the headline index and a 0.4% gain for the core PPI. Those would both roughly match October’s pace of producer inflation.</p><p><blockquote>本周公布的经济数据包括美国劳工统计局周二公布的 11 月份生产者价格指数。经济学家预计总体指数环比上涨0.55%，核心PPI上涨0.4%。这两者都将大致与 10 月份的生产者通胀率持平。</blockquote></p><p> Other data releases include the National Federation of Independent Businesses’ sentiment&nbsp;index on Tuesday, November retail-sales spending from the Census Bureau on Wednesday, and the November housing starts on Thursday.</p><p><blockquote>其他数据还包括周二公布的全国独立企业联合会（National Federation of Independent Businesses）的情绪指数、周三公布的人口普查局（Census Bureau）的 11 月份零售销售支出以及周四公布的 11 月份房屋开工数据。</blockquote></p><p> <b>Monday 12/13</b></p><p><blockquote><b>12/13星期一</b></blockquote></p><p> J.Jill&nbsp;and&nbsp;PHX Minerals&nbsp;host earnings conference calls.</p><p><blockquote>J.Jill 和 PHX Minerals 在评级举办盈利会议。</blockquote></p><p> <b>Tuesday 12/14</b></p><p><blockquote><b>星期二 12/14</b></blockquote></p><p> Campbell Soup, Barnes Group, and&nbsp;Avaya Holdings&nbsp;host investor days.</p><p><blockquote>Campbell Soup、Barnes Group 和 Avaya Holdings 举办投资者日。</blockquote></p><p> <b>The Bureau of Labor</b>&nbsp;Statistics releases the producer price index for November. Consensus estimate is for a 0.55% month-over-month rise, and for the core PPI, which excludes food and energy, to gain 0.4%. This compares with increases of 0.6% and 0.4%, respectively, in October.</p><p><blockquote><b>劳工局</b>统计局发布了11月份的生产者价格指数。普遍预计环比上涨 0.55%，不包括食品和能源的核心 PPI 将上涨 0.4%。相比之下，10 月份分别增长了 0.6% 和 0.4%。</blockquote></p><p> <b>The National Federation</b>&nbsp;of Independent Businesses reports its index, which surveys about 5,000 small-business owners across the country, for November. Expectations call for a reading of 98.3, compared with 98.2 in October.</p><p><blockquote><b>全国联合会</b>独立企业报告了11月份的指数，该指数调查了全国约5000名小企业主。看涨期权的预期读数为98.3，而10月份为98.2。</blockquote></p><p> <b>Wednesday 12/15</b></p><p><blockquote><b>12/15星期三</b></blockquote></p><p> <b>The Federal Open Market Committee</b> concludes its two-day meeting, when policy makers will discuss accelerating the timetable for tapering monthly securities purchases.</p><p><blockquote><b>联邦公开市场委员会</b>结束为期两天的会议，政策制定者将讨论加快逐步减少每月证券购买的时间表。</blockquote></p><p> <b>The BLS reports</b> export and import price data for November. Expectations are for a 0.5% month-over-month rise in export prices, while import prices are seen increasing 0.5%. This compares with gains of 1.5% and 1.2%, respectively, in October.</p><p><blockquote><b>BLS报告</b>11月份进出口价格数据。预计出口价格将环比上涨 0.5%，而进口价格将上涨 0.5%。相比之下，10 月份的涨幅分别为 1.5% 和 1.2%。</blockquote></p><p> <b>The National Association</b> of Home Builders releases its NAHB/Wells Fargo Housing Market Index for December. Consensus estimate is for an 84 reading, compared with an 83 reading in November. The index peaked at 90 late last year, and home builders remain bullish on the housing market.</p><p><blockquote><b>全国协会</b>住宅建筑商发布了12月份的NAHB/富国银行住房市场指数。普遍估计读数为84，而11月份的读数为83。该指数去年底达到90的峰值，房屋建筑商仍然看好房地产市场。</blockquote></p><p> <b>The Census Bureau</b> reports on retail-sales spending for November. Expectations are for a seasonally adjusted 0.7% month-over-month increase in retail sales, compared with a 1.7% rise in October. Excluding autos, spending is seen rising 0.8%, compared with 1.7% in the previous period.</p><p><blockquote><b>人口普查局</b>11 月份零售支出报告。经季节性调整后，预计零售额环比增长 0.7%，而 10 月份为 1.7%。不包括汽车，支出预计增长 0.8%，而上一时期为 1.7%。</blockquote></p><p> <b>Thursday 12/16</b></p><p><blockquote><b>星期四 12/16</b></blockquote></p><p> Heico,Lennar, Accenture, FedEx, Jabil, Adobe, Rivian Automotive, and Nordson are among companies hosting earnings conference calls.</p><p><blockquote>Heico、Lennar、埃森哲、联邦快递、捷普、Adobe、Rivian汽车和诺信等公司在评级举办了财报会议。</blockquote></p><p> <b>The Census Bureau</b>releases its New Residential Construction report for November. The seasonally adjusted annual rate of housing starts is expected to be 1.563 million units, compared with 1.52 million in October. A housing start is counted when excavation begins on a home. Permits issued for new-home construction are expected to be 1.655 million, compared with 1.653 million in October.</p><p><blockquote><b>人口普查局</b>发布11月份新的住宅建设报告。经季节性调整后的新屋开工率预计为156.3万套，而10月份为152万套。当房屋开始挖掘时，房屋开始计算。新房建设许可证预计为165.5万份，而10月份为165.3万份。</blockquote></p><p> <b>The Bank of England</b> announces its interest-rate decision and publishes the minutes of the meeting.</p><p><blockquote><b>英格兰银行</b>宣布利率决定并公布会议纪要。</blockquote></p><p> <b>The Federal Reserve</b> releases industrial production data for November. Economists are looking for a 0.6% rise, after a 1.6% increase in October. Capacity utilization is expected at 76.8, roughly in line with October’s 76.4%.</p><p><blockquote><b>美联储</b>公布11月份工业生产数据。继 10 月份上涨 1.6% 之后，经济学家预计上涨 0.6%。产能利用率预计为 76.8%，与 10 月份的 76.4% 大致持平。</blockquote></p><p> <b>Friday 12/17</b></p><p><blockquote><b>12/17星期五</b></blockquote></p><p> Steelcase,Darden Restaurants, and&nbsp;Quanex Building Products&nbsp;host earnings conference calls.</p><p><blockquote>Steelcase、Darden Restaurants 和 Quanex Building Products 在评级举办财报会议。</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>Rivian,Adobe,FedEx,Lennar,Campbell Soup,and Other Stocks to Watch This Week<blockquote>Rivian、Adobe、FedEx、Lenner、Campbell Soup 和本周值得关注的其他股票</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\">\nRivian,Adobe,FedEx,Lennar,Campbell Soup,and Other Stocks to Watch This Week<blockquote>Rivian、Adobe、FedEx、Lenner、Campbell Soup 和本周值得关注的其他股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-13 06:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The main event for investors this week will be the Federal Reserve’s rate-setting committee’s&nbsp;last meeting of 2021. Recent commentary from officials has leaned more hawkish, setting up a potential announcement of plans to accelerate monthly asset purchase tapering.</p><p><blockquote>本周投资者的主要活动将是美联储利率制定委员会 2021 年的最后一次会议。官员们最近的评论更加鹰派，可能会宣布加速每月资产购买缩减规模的计划。</blockquote></p><p> The Federal Open Market Committee’s two-day meeting takes place on Tuesday and Wednesday.</p><p><blockquote>联邦公开市场委员会为期两天的会议将于周二和周三举行。</blockquote></p><p> Earnings reports this week are few, but will include&nbsp;Campbell Soup&nbsp;on Tuesday;Lennar,Accenture,FedEx,Rivian&nbsp;Automotive, and&nbsp;Adobe&nbsp;on Thursday; and&nbsp;Darden Restaurants&nbsp;on Friday.</p><p><blockquote>本周的财报很少，但将包括周二的金宝汤；Lenner、埃森哲、联邦快递、Rivian Automotive 和 Adobe 周四；周五的达顿餐厅。</blockquote></p><p> Economic data coming out this week includes the Bureau of Labor Statistics’ producer price index for November on Tuesday. Economists expect a 0.55% month-over-month rise for the headline index and a 0.4% gain for the core PPI. Those would both roughly match October’s pace of producer inflation.</p><p><blockquote>本周公布的经济数据包括美国劳工统计局周二公布的 11 月份生产者价格指数。经济学家预计总体指数环比上涨0.55%，核心PPI上涨0.4%。这两者都将大致与 10 月份的生产者通胀率持平。</blockquote></p><p> Other data releases include the National Federation of Independent Businesses’ sentiment&nbsp;index on Tuesday, November retail-sales spending from the Census Bureau on Wednesday, and the November housing starts on Thursday.</p><p><blockquote>其他数据还包括周二公布的全国独立企业联合会（National Federation of Independent Businesses）的情绪指数、周三公布的人口普查局（Census Bureau）的 11 月份零售销售支出以及周四公布的 11 月份房屋开工数据。</blockquote></p><p> <b>Monday 12/13</b></p><p><blockquote><b>12/13星期一</b></blockquote></p><p> J.Jill&nbsp;and&nbsp;PHX Minerals&nbsp;host earnings conference calls.</p><p><blockquote>J.Jill 和 PHX Minerals 在评级举办盈利会议。</blockquote></p><p> <b>Tuesday 12/14</b></p><p><blockquote><b>星期二 12/14</b></blockquote></p><p> Campbell Soup, Barnes Group, and&nbsp;Avaya Holdings&nbsp;host investor days.</p><p><blockquote>Campbell Soup、Barnes Group 和 Avaya Holdings 举办投资者日。</blockquote></p><p> <b>The Bureau of Labor</b>&nbsp;Statistics releases the producer price index for November. Consensus estimate is for a 0.55% month-over-month rise, and for the core PPI, which excludes food and energy, to gain 0.4%. This compares with increases of 0.6% and 0.4%, respectively, in October.</p><p><blockquote><b>劳工局</b>统计局发布了11月份的生产者价格指数。普遍预计环比上涨 0.55%，不包括食品和能源的核心 PPI 将上涨 0.4%。相比之下，10 月份分别增长了 0.6% 和 0.4%。</blockquote></p><p> <b>The National Federation</b>&nbsp;of Independent Businesses reports its index, which surveys about 5,000 small-business owners across the country, for November. Expectations call for a reading of 98.3, compared with 98.2 in October.</p><p><blockquote><b>全国联合会</b>独立企业报告了11月份的指数，该指数调查了全国约5000名小企业主。看涨期权的预期读数为98.3，而10月份为98.2。</blockquote></p><p> <b>Wednesday 12/15</b></p><p><blockquote><b>12/15星期三</b></blockquote></p><p> <b>The Federal Open Market Committee</b> concludes its two-day meeting, when policy makers will discuss accelerating the timetable for tapering monthly securities purchases.</p><p><blockquote><b>联邦公开市场委员会</b>结束为期两天的会议，政策制定者将讨论加快逐步减少每月证券购买的时间表。</blockquote></p><p> <b>The BLS reports</b> export and import price data for November. Expectations are for a 0.5% month-over-month rise in export prices, while import prices are seen increasing 0.5%. This compares with gains of 1.5% and 1.2%, respectively, in October.</p><p><blockquote><b>BLS报告</b>11月份进出口价格数据。预计出口价格将环比上涨 0.5%，而进口价格将上涨 0.5%。相比之下，10 月份的涨幅分别为 1.5% 和 1.2%。</blockquote></p><p> <b>The National Association</b> of Home Builders releases its NAHB/Wells Fargo Housing Market Index for December. Consensus estimate is for an 84 reading, compared with an 83 reading in November. The index peaked at 90 late last year, and home builders remain bullish on the housing market.</p><p><blockquote><b>全国协会</b>住宅建筑商发布了12月份的NAHB/富国银行住房市场指数。普遍估计读数为84，而11月份的读数为83。该指数去年底达到90的峰值，房屋建筑商仍然看好房地产市场。</blockquote></p><p> <b>The Census Bureau</b> reports on retail-sales spending for November. Expectations are for a seasonally adjusted 0.7% month-over-month increase in retail sales, compared with a 1.7% rise in October. Excluding autos, spending is seen rising 0.8%, compared with 1.7% in the previous period.</p><p><blockquote><b>人口普查局</b>11 月份零售支出报告。经季节性调整后，预计零售额环比增长 0.7%，而 10 月份为 1.7%。不包括汽车，支出预计增长 0.8%，而上一时期为 1.7%。</blockquote></p><p> <b>Thursday 12/16</b></p><p><blockquote><b>星期四 12/16</b></blockquote></p><p> Heico,Lennar, Accenture, FedEx, Jabil, Adobe, Rivian Automotive, and Nordson are among companies hosting earnings conference calls.</p><p><blockquote>Heico、Lennar、埃森哲、联邦快递、捷普、Adobe、Rivian汽车和诺信等公司在评级举办了财报会议。</blockquote></p><p> <b>The Census Bureau</b>releases its New Residential Construction report for November. The seasonally adjusted annual rate of housing starts is expected to be 1.563 million units, compared with 1.52 million in October. A housing start is counted when excavation begins on a home. Permits issued for new-home construction are expected to be 1.655 million, compared with 1.653 million in October.</p><p><blockquote><b>人口普查局</b>发布11月份新的住宅建设报告。经季节性调整后的新屋开工率预计为156.3万套，而10月份为152万套。当房屋开始挖掘时，房屋开始计算。新房建设许可证预计为165.5万份，而10月份为165.3万份。</blockquote></p><p> <b>The Bank of England</b> announces its interest-rate decision and publishes the minutes of the meeting.</p><p><blockquote><b>英格兰银行</b>宣布利率决定并公布会议纪要。</blockquote></p><p> <b>The Federal Reserve</b> releases industrial production data for November. Economists are looking for a 0.6% rise, after a 1.6% increase in October. Capacity utilization is expected at 76.8, roughly in line with October’s 76.4%.</p><p><blockquote><b>美联储</b>公布11月份工业生产数据。继 10 月份上涨 1.6% 之后，经济学家预计上涨 0.6%。产能利用率预计为 76.8%，与 10 月份的 76.4% 大致持平。</blockquote></p><p> <b>Friday 12/17</b></p><p><blockquote><b>12/17星期五</b></blockquote></p><p> Steelcase,Darden Restaurants, and&nbsp;Quanex Building Products&nbsp;host earnings conference calls.</p><p><blockquote>Steelcase、Darden Restaurants 和 Quanex Building Products 在评级举办财报会议。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/stocks-to-watch-this-week-fedex-rivian-lennar-campbell-adobe-51639330550?mod=hp_LEAD_3\">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":{".DJI":"道琼斯","PHX":"潘汉德尔油气","ACN":"埃森哲","LEN":"莱纳建筑公司","DRI":"达登饭店","CPB":"金宝汤","JILL":"J.Jill Inc.","ADBE":"Adobe",".IXIC":"NASDAQ Composite","FDX":"联邦快递",".SPX":"S&P 500 Index","RIVN":"Rivian Automotive, Inc.","HEI":"海科航空"},"source_url":"https://www.barrons.com/articles/stocks-to-watch-this-week-fedex-rivian-lennar-campbell-adobe-51639330550?mod=hp_LEAD_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171271872","content_text":"The main event for investors this week will be the Federal Reserve’s rate-setting committee’s last meeting of 2021. Recent commentary from officials has leaned more hawkish, setting up a potential announcement of plans to accelerate monthly asset purchase tapering.\nThe Federal Open Market Committee’s two-day meeting takes place on Tuesday and Wednesday.\nEarnings reports this week are few, but will include Campbell Soup on Tuesday;Lennar,Accenture,FedEx,Rivian Automotive, and Adobe on Thursday; and Darden Restaurants on Friday.\nEconomic data coming out this week includes the Bureau of Labor Statistics’ producer price index for November on Tuesday. Economists expect a 0.55% month-over-month rise for the headline index and a 0.4% gain for the core PPI. Those would both roughly match October’s pace of producer inflation.\nOther data releases include the National Federation of Independent Businesses’ sentiment index on Tuesday, November retail-sales spending from the Census Bureau on Wednesday, and the November housing starts on Thursday.\nMonday 12/13\nJ.Jill and PHX Minerals host earnings conference calls.\nTuesday 12/14\nCampbell Soup, Barnes Group, and Avaya Holdings host investor days.\nThe Bureau of Labor Statistics releases the producer price index for November. Consensus estimate is for a 0.55% month-over-month rise, and for the core PPI, which excludes food and energy, to gain 0.4%. This compares with increases of 0.6% and 0.4%, respectively, in October.\nThe National Federation of Independent Businesses reports its index, which surveys about 5,000 small-business owners across the country, for November. Expectations call for a reading of 98.3, compared with 98.2 in October.\nWednesday 12/15\nThe Federal Open Market Committee concludes its two-day meeting, when policy makers will discuss accelerating the timetable for tapering monthly securities purchases.\nThe BLS reports export and import price data for November. Expectations are for a 0.5% month-over-month rise in export prices, while import prices are seen increasing 0.5%. This compares with gains of 1.5% and 1.2%, respectively, in October.\nThe National Association of Home Builders releases its NAHB/Wells Fargo Housing Market Index for December. Consensus estimate is for an 84 reading, compared with an 83 reading in November. The index peaked at 90 late last year, and home builders remain bullish on the housing market.\nThe Census Bureau reports on retail-sales spending for November. Expectations are for a seasonally adjusted 0.7% month-over-month increase in retail sales, compared with a 1.7% rise in October. Excluding autos, spending is seen rising 0.8%, compared with 1.7% in the previous period.\nThursday 12/16\nHeico,Lennar, Accenture, FedEx, Jabil, Adobe, Rivian Automotive, and Nordson are among companies hosting earnings conference calls.\nThe Census Bureaureleases its New Residential Construction report for November. The seasonally adjusted annual rate of housing starts is expected to be 1.563 million units, compared with 1.52 million in October. A housing start is counted when excavation begins on a home. Permits issued for new-home construction are expected to be 1.655 million, compared with 1.653 million in October.\nThe Bank of England announces its interest-rate decision and publishes the minutes of the meeting.\nThe Federal Reserve releases industrial production data for November. Economists are looking for a 0.6% rise, after a 1.6% increase in October. Capacity utilization is expected at 76.8, roughly in line with October’s 76.4%.\nFriday 12/17\nSteelcase,Darden Restaurants, and Quanex Building Products host earnings conference calls.","news_type":1,"symbols_score_info":{".DJI":0.9,"ADBE":0.9,"JILL":0.9,"HEI":0.9,"RIVN":0.9,"AVYA":0.9,".IXIC":0.9,"FDX":0.9,"PHX":0.9,"LEN":0.9,"CPB":0.9,"ACN":0.9,"DRI":0.9,".SPX":0.9,"SCS":0.9}},"isVote":1,"tweetType":1,"viewCount":2942,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604019432,"gmtCreate":1639279102751,"gmtModify":1639279102967,"author":{"id":"3582683299282085","authorId":"3582683299282085","name":"Jackson83","avatar":"https://static.tigerbbs.com/ce969b1f8784b26574135fd2b632c15f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582683299282085","authorIdStr":"3582683299282085"},"themes":[],"title":"","htmlText":"Like pls&nbsp;","listText":"Like pls&nbsp;","text":"Like 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pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/602821597","repostId":"2190169579","repostType":4,"isVote":1,"tweetType":1,"viewCount":3401,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606426595,"gmtCreate":1638921927460,"gmtModify":1638921942372,"author":{"id":"3582683299282085","authorId":"3582683299282085","name":"Jackson83","avatar":"https://static.tigerbbs.com/ce969b1f8784b26574135fd2b632c15f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582683299282085","authorIdStr":"3582683299282085"},"themes":[],"title":"","htmlText":"Like pls&nbsp;","listText":"Like pls&nbsp;","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/606426595","repostId":"2189719656","repostType":4,"isVote":1,"tweetType":1,"viewCount":3611,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606369014,"gmtCreate":1638835583898,"gmtModify":1638835584133,"author":{"id":"3582683299282085","authorId":"3582683299282085","name":"Jackson83","avatar":"https://static.tigerbbs.com/ce969b1f8784b26574135fd2b632c15f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582683299282085","authorIdStr":"3582683299282085"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/606369014","repostId":"2189686612","repostType":4,"isVote":1,"tweetType":1,"viewCount":4386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608851753,"gmtCreate":1638688586809,"gmtModify":1638688586936,"author":{"id":"3582683299282085","authorId":"3582683299282085","name":"Jackson83","avatar":"https://static.tigerbbs.com/ce969b1f8784b26574135fd2b632c15f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582683299282085","authorIdStr":"3582683299282085"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/608851753","repostId":"1140678193","repostType":4,"isVote":1,"tweetType":1,"viewCount":2751,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608951356,"gmtCreate":1638602965910,"gmtModify":1638602966041,"author":{"id":"3582683299282085","authorId":"3582683299282085","name":"Jackson83","avatar":"https://static.tigerbbs.com/ce969b1f8784b26574135fd2b632c15f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582683299282085","authorIdStr":"3582683299282085"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/608951356","repostId":"1174181873","repostType":4,"repost":{"id":"1174181873","kind":"news","pubTimestamp":1638578178,"share":"https://www.laohunote.com/m/news/1174181873?lang=zh_CN&edition=full","pubTime":"2021-12-04 08:36","market":"us","language":"en","title":"US IPO Week Ahead: Digital banking and cloud infrastructure lead a 4 IPO week<blockquote>美国 IPO 周即将到来：数字银行和云基础设施引领 IPO 周 4</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1174181873","media":"renaissancecap...","summary":"The IPO market is expected to pick up in the week ahead with four IPOs scheduled to raise $3.7 billi","content":"<p>The IPO market is expected to pick up in the week ahead with four IPOs scheduled to raise $3.7 billion.</p><p><blockquote>IPO市场预计将在未来一周回暖，四次IPO计划筹集37亿美元。</blockquote></p><p> Buffett-backed&nbsp;<b>Nu Holdings</b>(NU) plans to raise $2.5 billion at a $41.1 billion market cap. Operating as Nubank, this Brazilian online-only bank was formed in 2013 to launch a no-fees credit card offering with a mobile-first customer experience, but has since expanded to offer various other financial products. Nu has grown rapidly since its inception, with a current base of nearly 50 million customers, though revenue per customer has been falling as its base grows.</p><p><blockquote>巴菲特支持<b>如控股</b>(NU) 计划以 411 亿美元的市值筹集 25 亿美元。这家巴西纯在线银行成立于 2013 年，名为 Nubank，旨在推出免费信用卡产品，提供移动优先的客户体验，但此后已扩展到提供各种其他金融产品。Nu自成立以来发展迅速，目前拥有近5000万客户群，但随着客户群的增长，每位客户的收入一直在下降。</blockquote></p><p> Cloud infrastructure platform&nbsp;<b>HashiCorp</b>(HCP) plans to raise $1.1 billion at a $14.0 billion market cap. This VC-backed company provides a suite of solutions that standardize and automate the provisioning, securing, connecting, and running of cloud infrastructure at scale. While it has demonstrated rapid growth and a sticky customer base, HashiCorp is highly unprofitable due to S&amp;M spend.</p><p><blockquote>云基础设施平台<b>哈希公司</b>(HCP) 计划以 140 亿美元的市值筹集 11 亿美元。这家由风险投资支持的公司提供了一套解决方案，可以大规模标准化和自动化云基础设施的配置、保护、连接和运行。虽然 HashiCorp 表现出快速增长和粘性客户群，但由于 S&amp;M 支出，HashiCorp 高度无利可图。</blockquote></p><p> Cannabis finance REIT&nbsp;<b>Chicago Atlantic Real Estate Finance</b>(REFI) plans to raise $106 million at a $296 million market cap. This newly-formed REIT is focused on originating, structuring, and investing in first mortgage loans and alternative structured financings secured by commercial real estate properties. Its current portfolio consists of senior loans to state-licensed operators in the cannabis industry.</p><p><blockquote>大麻金融房地产投资信托基金<b>芝加哥大西洋房地产金融</b>(REFI) 计划以 2.96 亿美元的市值筹集 1.06 亿美元。这个新成立的房地产投资信托基金专注于发起、构建和投资第一抵押贷款和由商业房地产担保的替代结构性融资。其目前的投资组合包括向大麻行业国家许可运营商提供的高级贷款。</blockquote></p><p> Canadian gold exploration company&nbsp;<b>Austin Gold</b>(AUST) plans to raise $15 million at a $64 million market cap. This Canadian gold exploration company currently has interests in four properties located in the state of Nevada, with just one property that it considers material at this time. Austin Gold has not generated any operating revenues to date.</p><p><blockquote>加拿大黄金勘探公司<b>奥斯汀黄金</b>(AUST) 计划以 6400 万美元的市值筹集 1500 万美元。这家加拿大黄金勘探公司目前在内华达州的四处矿产中拥有权益，目前只有一处矿产被认为是重要的。奥斯汀黄金公司迄今为止尚未产生任何营业收入。</blockquote></p><p></p>","source":"lsy1619493174116","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>US IPO Week Ahead: Digital banking and cloud infrastructure lead a 4 IPO week<blockquote>美国 IPO 周即将到来：数字银行和云基础设施引领 IPO 周 4</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\">\nUS IPO Week Ahead: Digital banking and cloud infrastructure lead a 4 IPO week<blockquote>美国 IPO 周即将到来：数字银行和云基础设施引领 IPO 周 4</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">renaissancecap...</strong><span class=\"h-time small\">2021-12-04 08:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The IPO market is expected to pick up in the week ahead with four IPOs scheduled to raise $3.7 billion.</p><p><blockquote>IPO市场预计将在未来一周回暖，四次IPO计划筹集37亿美元。</blockquote></p><p> Buffett-backed&nbsp;<b>Nu Holdings</b>(NU) plans to raise $2.5 billion at a $41.1 billion market cap. Operating as Nubank, this Brazilian online-only bank was formed in 2013 to launch a no-fees credit card offering with a mobile-first customer experience, but has since expanded to offer various other financial products. Nu has grown rapidly since its inception, with a current base of nearly 50 million customers, though revenue per customer has been falling as its base grows.</p><p><blockquote>巴菲特支持<b>如控股</b>(NU) 计划以 411 亿美元的市值筹集 25 亿美元。这家巴西纯在线银行成立于 2013 年，名为 Nubank，旨在推出免费信用卡产品，提供移动优先的客户体验，但此后已扩展到提供各种其他金融产品。Nu自成立以来发展迅速，目前拥有近5000万客户群，但随着客户群的增长，每位客户的收入一直在下降。</blockquote></p><p> Cloud infrastructure platform&nbsp;<b>HashiCorp</b>(HCP) plans to raise $1.1 billion at a $14.0 billion market cap. This VC-backed company provides a suite of solutions that standardize and automate the provisioning, securing, connecting, and running of cloud infrastructure at scale. While it has demonstrated rapid growth and a sticky customer base, HashiCorp is highly unprofitable due to S&amp;M spend.</p><p><blockquote>云基础设施平台<b>哈希公司</b>(HCP) 计划以 140 亿美元的市值筹集 11 亿美元。这家由风险投资支持的公司提供了一套解决方案，可以大规模标准化和自动化云基础设施的配置、保护、连接和运行。虽然 HashiCorp 表现出快速增长和粘性客户群，但由于 S&amp;M 支出，HashiCorp 高度无利可图。</blockquote></p><p> Cannabis finance REIT&nbsp;<b>Chicago Atlantic Real Estate Finance</b>(REFI) plans to raise $106 million at a $296 million market cap. This newly-formed REIT is focused on originating, structuring, and investing in first mortgage loans and alternative structured financings secured by commercial real estate properties. Its current portfolio consists of senior loans to state-licensed operators in the cannabis industry.</p><p><blockquote>大麻金融房地产投资信托基金<b>芝加哥大西洋房地产金融</b>(REFI) 计划以 2.96 亿美元的市值筹集 1.06 亿美元。这个新成立的房地产投资信托基金专注于发起、构建和投资第一抵押贷款和由商业房地产担保的替代结构性融资。其目前的投资组合包括向大麻行业国家许可运营商提供的高级贷款。</blockquote></p><p> Canadian gold exploration company&nbsp;<b>Austin Gold</b>(AUST) plans to raise $15 million at a $64 million market cap. This Canadian gold exploration company currently has interests in four properties located in the state of Nevada, with just one property that it considers material at this time. Austin Gold has not generated any operating revenues to date.</p><p><blockquote>加拿大黄金勘探公司<b>奥斯汀黄金</b>(AUST) 计划以 6400 万美元的市值筹集 1500 万美元。这家加拿大黄金勘探公司目前在内华达州的四处矿产中拥有权益，目前只有一处矿产被认为是重要的。奥斯汀黄金公司迄今为止尚未产生任何营业收入。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.renaissancecapital.com/IPO-Center/News/89235/US-IPO-Week-Ahead-Digital-banking-and-cloud-infrastructure-lead-a-4-IPO-wee\">renaissancecap...</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":{"NU":"Nu Holdings Ltd.","REFI":"Chicago Atlantic Real Estate Finance, Inc."},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/89235/US-IPO-Week-Ahead-Digital-banking-and-cloud-infrastructure-lead-a-4-IPO-wee","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174181873","content_text":"The IPO market is expected to pick up in the week ahead with four IPOs scheduled to raise $3.7 billion.\nBuffett-backed Nu Holdings(NU) plans to raise $2.5 billion at a $41.1 billion market cap. Operating as Nubank, this Brazilian online-only bank was formed in 2013 to launch a no-fees credit card offering with a mobile-first customer experience, but has since expanded to offer various other financial products. Nu has grown rapidly since its inception, with a current base of nearly 50 million customers, though revenue per customer has been falling as its base grows.\nCloud infrastructure platform HashiCorp(HCP) plans to raise $1.1 billion at a $14.0 billion market cap. This VC-backed company provides a suite of solutions that standardize and automate the provisioning, securing, connecting, and running of cloud infrastructure at scale. While it has demonstrated rapid growth and a sticky customer base, HashiCorp is highly unprofitable due to S&M spend.\nCannabis finance REIT Chicago Atlantic Real Estate Finance(REFI) plans to raise $106 million at a $296 million market cap. This newly-formed REIT is focused on originating, structuring, and investing in first mortgage loans and alternative structured financings secured by commercial real estate properties. Its current portfolio consists of senior loans to state-licensed operators in the cannabis industry.\nCanadian gold exploration company Austin Gold(AUST) plans to raise $15 million at a $64 million market cap. This Canadian gold exploration company currently has interests in four properties located in the state of Nevada, with just one property that it considers material at this time. Austin Gold has not generated any operating revenues to date.","news_type":1,"symbols_score_info":{"NU":0.9,"HCP":0.9,"REFI":0.9}},"isVote":1,"tweetType":1,"viewCount":3358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601387891,"gmtCreate":1638492213410,"gmtModify":1638492213576,"author":{"id":"3582683299282085","authorId":"3582683299282085","name":"Jackson83","avatar":"https://static.tigerbbs.com/ce969b1f8784b26574135fd2b632c15f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582683299282085","authorIdStr":"3582683299282085"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/601387891","repostId":"2188510525","repostType":4,"isVote":1,"tweetType":1,"viewCount":969,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603294068,"gmtCreate":1638410770556,"gmtModify":1638411769469,"author":{"id":"3582683299282085","authorId":"3582683299282085","name":"Jackson83","avatar":"https://static.tigerbbs.com/ce969b1f8784b26574135fd2b632c15f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582683299282085","authorIdStr":"3582683299282085"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/603294068","repostId":"1119970191","repostType":4,"isVote":1,"tweetType":1,"viewCount":1159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609480288,"gmtCreate":1638317463139,"gmtModify":1638317463254,"author":{"id":"3582683299282085","authorId":"3582683299282085","name":"Jackson83","avatar":"https://static.tigerbbs.com/ce969b1f8784b26574135fd2b632c15f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582683299282085","authorIdStr":"3582683299282085"},"themes":[],"title":"","htmlText":"Like pls&nbsp;","listText":"Like pls&nbsp;","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/609480288","repostId":"2188758534","repostType":4,"isVote":1,"tweetType":1,"viewCount":1333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609910750,"gmtCreate":1638230630552,"gmtModify":1638230634385,"author":{"id":"3582683299282085","authorId":"3582683299282085","name":"Jackson83","avatar":"https://static.tigerbbs.com/ce969b1f8784b26574135fd2b632c15f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582683299282085","authorIdStr":"3582683299282085"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/609910750","repostId":"2187306464","repostType":4,"isVote":1,"tweetType":1,"viewCount":943,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600319733,"gmtCreate":1638066143832,"gmtModify":1638066143982,"author":{"id":"3582683299282085","authorId":"3582683299282085","name":"Jackson83","avatar":"https://static.tigerbbs.com/ce969b1f8784b26574135fd2b632c15f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582683299282085","authorIdStr":"3582683299282085"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/600319733","repostId":"1183215653","repostType":4,"repost":{"id":"1183215653","kind":"news","pubTimestamp":1638064282,"share":"https://www.laohunote.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 年及以后值得购买的 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) 股票可能是非常有利可图的投资。商业模式是基于订阅的，这让客户每月支付费用。由于该软件通常成为使用该软件的组织运营不可或缺的一部分，因此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，软件的实体生产和分销成本极低，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>商店</b></a>, <a href=\"https://laohu8.com/S/PCOR\"><b>普罗科尔</b></a>，和<a href=\"https://laohu8.com/S/TWLO\"><b>特维利奥</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>商店</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价格合理的选择，即使是最卑微的初创企业也提供了一种通过互联网接触客户的负担得起的方式。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然远远落后于亚马逊，但在第三季度，Shopify 的收入增长了 46%，其商品总量 (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——这笔钱可以用于发展业务。</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 的增长速度将快于第四季度商业总体增长速度。它还有创建履行网络和开发企业对企业平台的长期目标。随着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>普罗科尔</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正在引领这一潮流。</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>其第三季度收入稳步增长 30%，达到 1.32 亿美元，自由现金流为 650 万美元。与许多SaaS公司不同，Procore并没有把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 的发展阶段比 Shopify 要早得多；它认为自己已经获得了 2% 的潜在客户，而目前只有不到一半的客户订阅了其 13 种产品中的 4 种或更多。它的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>欧特克</b>（纳斯达克股票代码：ADSK）凭借其建筑云产品与 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，施工管理软件空间有足够的空间容纳多个参与者。如果它能通过其平台引导哪怕5%的支出，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>凭借巨大的增长跑道，Procore 是未来优秀的 SaaS 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>特维利奥</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交流过，Twilio很可能会在这方面得到帮助。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型，随着客户的增长，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% 的净收入增长率，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 的部分增长确实是通过收购公司实现的，但其有机增长率仍然高达 38%，令人印象深刻。集中风险正在降低，因为总收入中只有 11% 来自前 10 名客户，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% 或以上的有机增长，这将使其第三季度过去 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 没有表现出放缓的迹象，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 的市销率保持相当稳定。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的预期，每个都值得高倍数。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，这取决于公司是否履行其长期承诺。</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他们的效率和生产力。明智的投资者应该考虑购买这三只股票，但必须小心风险。从长远来看，持有这些股票看起来是战胜市场的好方法。</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 年及以后值得购买的 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 年及以后值得购买的 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) 股票可能是非常有利可图的投资。商业模式是基于订阅的，这让客户每月支付费用。由于该软件通常成为使用该软件的组织运营不可或缺的一部分，因此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，软件的实体生产和分销成本极低，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>商店</b></a>, <a href=\"https://laohu8.com/S/PCOR\"><b>普罗科尔</b></a>，和<a href=\"https://laohu8.com/S/TWLO\"><b>特维利奥</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>商店</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价格合理的选择，即使是最卑微的初创企业也提供了一种通过互联网接触客户的负担得起的方式。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然远远落后于亚马逊，但在第三季度，Shopify 的收入增长了 46%，其商品总量 (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——这笔钱可以用于发展业务。</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 的增长速度将快于第四季度商业总体增长速度。它还有创建履行网络和开发企业对企业平台的长期目标。随着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>普罗科尔</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正在引领这一潮流。</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>其第三季度收入稳步增长 30%，达到 1.32 亿美元，自由现金流为 650 万美元。与许多SaaS公司不同，Procore并没有把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 的发展阶段比 Shopify 要早得多；它认为自己已经获得了 2% 的潜在客户，而目前只有不到一半的客户订阅了其 13 种产品中的 4 种或更多。它的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>欧特克</b>（纳斯达克股票代码：ADSK）凭借其建筑云产品与 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，施工管理软件空间有足够的空间容纳多个参与者。如果它能通过其平台引导哪怕5%的支出，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>凭借巨大的增长跑道，Procore 是未来优秀的 SaaS 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>特维利奥</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交流过，Twilio很可能会在这方面得到帮助。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型，随着客户的增长，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% 的净收入增长率，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 的部分增长确实是通过收购公司实现的，但其有机增长率仍然高达 38%，令人印象深刻。集中风险正在降低，因为总收入中只有 11% 来自前 10 名客户，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% 或以上的有机增长，这将使其第三季度过去 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 没有表现出放缓的迹象，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 的市销率保持相当稳定。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的预期，每个都值得高倍数。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，这取决于公司是否履行其长期承诺。</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他们的效率和生产力。明智的投资者应该考虑购买这三只股票，但必须小心风险。从长远来看，持有这些股票看起来是战胜市场的好方法。</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","TWLO":"Twilio Inc","SHOP":"Shopify 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":{"TWLO":0.9,"SHOP":0.9,"PCOR":0.9}},"isVote":1,"tweetType":1,"viewCount":1215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877703976,"gmtCreate":1637978646801,"gmtModify":1637978646903,"author":{"id":"3582683299282085","authorId":"3582683299282085","name":"Jackson83","avatar":"https://static.tigerbbs.com/ce969b1f8784b26574135fd2b632c15f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582683299282085","authorIdStr":"3582683299282085"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/877703976","repostId":"1187736093","repostType":4,"repost":{"id":"1187736093","kind":"news","pubTimestamp":1637973799,"share":"https://www.laohunote.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的开始，亚马逊 (AMZN) 面临着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向工人支付公平的工资，并尊重他们加入工会的权利。据称，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狂欢的序幕，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。由工会、环保主义者和税收活动家组成的联盟呼吁在全球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，这些团体代表了各种利益，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发明和大量投资，在应对气候变化方面发挥着重要作用，气候承诺承诺到 2040 年实现净零碳排放，继续提供有竞争力的工资和丰厚的福利，并发明新的方法来确保我们的员工在我们的运营网络中的安全和健康，仅举几例，”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场仓库工人罢工，以配合“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：“在亚马逊的几乎任何地方工作都充满压力，并且对健康有害。”</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，以支持加薪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>他们告诉美国有线电视新闻网，亚马逊要求员工除了平时的工作时间外，在12月的所有四个星期六都工作。工人们说，对于这次加班，他们将在特定条件下获得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>目前尚不清楚罢工会对亚马逊造成多大的破坏，但面对供应链中断、工人和一些商品短缺，这个假日购物季对于试图满足消费者强烈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后，Make Amazon Pay 发起。</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>该组织协调员卡斯帕·格尔德布洛姆 (Casper Gelderblom) 表示：“今天的行动表明，人们对亚马逊滥用链条中每个环节的剥削行为都存在抵制。”</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>他补充说：“整个供应链的工人都在要求他们应得的东西，就连杰夫·贝索斯也承认，他们的劳动报酬是他最近愉快地进入太空的报酬。”</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的开始，亚马逊 (AMZN) 面临着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向工人支付公平的工资，并尊重他们加入工会的权利。据称，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狂欢的序幕，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。由工会、环保主义者和税收活动家组成的联盟呼吁在全球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，这些团体代表了各种利益，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发明和大量投资，在应对气候变化方面发挥着重要作用，气候承诺承诺到 2040 年实现净零碳排放，继续提供有竞争力的工资和丰厚的福利，并发明新的方法来确保我们的员工在我们的运营网络中的安全和健康，仅举几例，”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场仓库工人罢工，以配合“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：“在亚马逊的几乎任何地方工作都充满压力，并且对健康有害。”</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，以支持加薪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>他们告诉美国有线电视新闻网，亚马逊要求员工除了平时的工作时间外，在12月的所有四个星期六都工作。工人们说，对于这次加班，他们将在特定条件下获得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>目前尚不清楚罢工会对亚马逊造成多大的破坏，但面对供应链中断、工人和一些商品短缺，这个假日购物季对于试图满足消费者强烈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后，Make Amazon Pay 发起。</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>该组织协调员卡斯帕·格尔德布洛姆 (Casper Gelderblom) 表示：“今天的行动表明，人们对亚马逊滥用链条中每个环节的剥削行为都存在抵制。”</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>他补充说：“整个供应链的工人都在要求他们应得的东西，就连杰夫·贝索斯也承认，他们的劳动报酬是他最近愉快地进入太空的报酬。”</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":974,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877391327,"gmtCreate":1637885475457,"gmtModify":1637885475680,"author":{"id":"3582683299282085","authorId":"3582683299282085","name":"Jackson83","avatar":"https://static.tigerbbs.com/ce969b1f8784b26574135fd2b632c15f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582683299282085","authorIdStr":"3582683299282085"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/877391327","repostId":"1191667572","repostType":4,"repost":{"id":"1191667572","kind":"news","pubTimestamp":1637884985,"share":"https://www.laohunote.com/m/news/1191667572?lang=zh_CN&edition=full","pubTime":"2021-11-26 08:03","market":"us","language":"en","title":"3 Renewable Energy Stocks We're Thankful for in 2021<blockquote>2021 年我们感谢的 3 只可再生能源股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1191667572","media":"Motley Fool","summary":"These stocks have provided market-beating returns while positively impacting our energy usage.","content":"<p><b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul>  <li>SunPower has finally found its way in solar energy.</li>  <li>People can earn nice returns with investments in Enphase Energy's products, not just its stock.</li>  <li>Lucid is the best-performing automaker so far this year.</li> </ul> Renewable energy stocks&nbsp;have had a wild year, jumping early in the year as the market pushed the entire sector higher. But values fell as the euphoria wore off and companies had to start proving they were worth high valuations.</p><p><blockquote><ul><li>SunPower终于在太阳能领域找到了自己的路。</li><li>人们可以通过投资 Enphase Energy 的产品而不仅仅是其股票来获得丰厚的回报。</li><li>Lucid 是今年迄今为止表现最好的汽车制造商。</li></ul>可再生能源股票经历了疯狂的一年，随着市场推动整个行业走高，年初大幅上涨。但随着兴奋情绪消退，公司不得不开始证明自己值得高估值，估值下跌。</blockquote></p><p> Three of our contributors highlighted the renewable energy stocks they're thankful for and&nbsp;<b>SunPower</b>(NASDAQ:SPWR),<b>Enphase Energy</b>(NASDAQ:ENPH), and&nbsp;<b>Lucid Group</b>(NASDAQ:LCID)&nbsp;topped the list.</p><p><blockquote>我们的三位撰稿人强调了他们感谢的可再生能源股票<b>太阳能</b>（纳斯达克股票代码：SPWR）<b>相位能量</b>（纳斯达克股票代码：ENPH），以及<b>Lucid集团</b>（纳斯达克股票代码：LCID）位居榜首。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f28ebdf457b8b47ba8bab9c2b0f74155\" tg-width=\"2000\" tg-height=\"886\" referrerpolicy=\"no-referrer\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>Finally focusing on residential solar</b></p><p><blockquote><b>最后关注住宅太阳能</b></blockquote></p><p> <b>Travis Hoium(SunPower):</b>The last few years have been a wild ride for SunPower. The company sold off its utility-scale solar business, spun off its solar panel manufacturing business, and is in the process of finding a buyer or other alternative for its commercial solar business. What's left is the residential solar installation business that's become one of the most valuable parts of the solar energy market. And you can see below that it's treated investors very well.</p><p><blockquote><b>特拉维斯·霍伊姆（阳光电力）：</b>过去几年对于 SunPower 来说是一段疯狂的旅程。该公司出售了公用事业规模的太阳能业务，剥离了太阳能电池板制造业务，并正在为其商业太阳能业务寻找买家或其他替代方案。剩下的就是住宅太阳能安装业务，它已经成为太阳能市场最有价值的部分之一。你可以在下面看到，它对投资者的待遇非常好。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/153edab316184e1b7e084406d0753f3e\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\"><span>SPWR DATA BY YCHARTS</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCHARTS 提供的 SPWR 数据</span></p></blockquote></p><p> I'm thankful that SunPower found a path to success on the market and can&nbsp;now focus on becoming a growth stock. The company has built the infrastructure to sell, design, install, and finance residential solar projects at scale, which is what the market is rewarding today. And it made a great deal in selling its inverter business to Enphase Energy for stock that ultimately saved the company.</p><p><blockquote>我很感激 SunPower 找到了一条在市场上取得成功的道路，现在可以专注于成为一只成长型股票。该公司已经建立了大规模销售、设计、安装和融资住宅太阳能项目的基础设施，这就是当今市场所奖励的。它在将逆变器业务出售给 Enphase Energy 以换取股票方面取得了巨大成功，最终挽救了该公司。</blockquote></p><p> The next few years will be important for SunPower's long-term prospects. If it can grow in residential solar and improve profitability along the way the stock could continue to rise. But solar installation has been a competitive business and companies have risen and fallen over the last decade. What I think will separate SunPower long-term is the ability to combine high-quality solar installations with energy storage and monitoring features. As all of these energy products come together, SunPower will keep giving us new energy products to be thankful for.</p><p><blockquote>未来几年对于 SunPower 的长期前景至关重要。如果它能够在住宅太阳能领域增长并提高盈利能力，该股可能会继续上涨。但太阳能安装一直是一个竞争激烈的行业，公司在过去十年中起起落落。我认为SunPower长期脱颖而出的是将高质量太阳能装置与能量存储和监控功能相结合的能力。随着所有这些能源产品的结合，SunPower将不断为我们提供值得感谢的新能源产品。</blockquote></p><p> <b>An investment for the planet</b></p><p><blockquote><b>对地球的投资</b></blockquote></p><p> <b>Howard Smith(Enphase Energy):</b>I first heard of Enphase Energy seven years ago, when I was investigating&nbsp;adding solar panels&nbsp;to my roof. I didn't invest in the company, or even consider it at the time. It was just a name on the equipment controlling and monitoring the solar power coming into my home after I made the investment. Seven years later that investment in the solar panel system has about paid for itself -- including tax and other incentives -- and I wish I had bought Enphase stock more than 2,000% ago.</p><p><blockquote><b>霍华德·史密斯（Enphase Energy）：</b>我第一次听说Enphase Energy是在七年前，当时我正在研究在屋顶上安装太阳能电池板。我当时没有投资这家公司，甚至没有考虑过。这只是我投资后控制和监控进入我家的太阳能的设备上的一个名字。七年后，对太阳能电池板系统的投资几乎收回了成本——包括税收和其他激励措施——我希望我在 2,000% 之前购买了 Enphase 股票。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8376c88917368014c7189a358b113d3e\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\"><span>ENPH DATA BY YCHARTS</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCHARTS提供的ENPH数据</span></p></blockquote></p><p> My equipment may be the company's first-generation microinverter and related technologies, but Enphase recently released the eighth-generation microinverter system. The IQ8 is an all-in-one system that the company says is \"capable of forming a microgrid during a power outage using only sunlight, providing backup power even without a battery.\" While it is currently only available in North America, that will change soon as Enphase has been working to grow globally.</p><p><blockquote>我的设备可能是该公司的第一代微型逆变器和相关技术，但Enphase最近发布了第八代微型逆变器系统。IQ8 是一款一体化系统，该公司表示“能够在停电期间仅使用阳光形成微电网，即使没有电池也能提供备用电源”。虽然它目前仅在北美上市，但随着Enphase一直致力于在全球范围内发展，这种情况很快就会改变。</blockquote></p><p> Enphase recently launched its battery storage system in Belgium and has also just expanded into Brazil and Italy. And the company is not just growing geographically, it is also adding to its addressable market base. Enphase just announced plans to acquire ClipperCreek, an electric vehicle (EV) charging solutions company.</p><p><blockquote>Enphase 最近在比利时推出了电池存储系统，并刚刚扩展到巴西和意大利。该公司不仅在地域上不断增长，还在扩大其潜在市场基础。Enphase刚刚宣布计划收购电动汽车（EV）充电解决方案公司ClipperCreek。</blockquote></p><p> Enphase plans to integrate that technology into its product base giving its global distributors and installers another product to offer alongside its solar and battery technology systems. The move into the EV sector also gives Enphase a path \"to enable bi-directional charging capability for vehicle-to-home and vehicle-to-grid applications.\"</p><p><blockquote>Enphase 计划将该技术集成到其产品基础中，为其全球经销商和安装商提供另一种产品，与其太阳能和电池技术系统一起提供。进军电动汽车领域也为 Enphase 提供了一条“为车辆到家庭和车辆到电网应用实现双向充电能力”的道路。</blockquote></p><p> Investors who have held Enphase stock through its explosive growth are likely thankful they have remained patient. But the stock isn't the only part of Enphase to be thankful for this year. Enphase's products can provide nice returns on investment in and of themselves, while supporting the conversion to renewable energy that the entire planet can be thankful for as well.</p><p><blockquote>在 Enphase 股票爆炸式增长期间持有该股票的投资者可能会庆幸自己保持了耐心。但该股并不是 Enphase 今年唯一值得感谢的部分。Enphase的产品可以提供良好的投资回报，同时支持向可再生能源的转换，整个地球也应该对此表示感谢。</blockquote></p><p> <b>Good companies usually turn into good stocks, too</b></p><p><blockquote><b>好的公司通常也会变成好的股票</b></blockquote></p><p></p><p> <b>Daniel Foelber&nbsp;(Lucid Group):</b>From its&nbsp;pre-merger stint with Churchill Capital IV, to its&nbsp;merger in July, to reaching&nbsp;deliveries in late October, Lucid has given investors a wild, volatile, and quite often stressful experience in 2021. But so far this year, Lucid is the best-performing automaker in the world -- giving investors who have stayed the course a fourfold return.</p><p><blockquote><b>Daniel Foelber（Lucid Group）：</b>从与 Churchill Capital IV 合并前的阶段，到 7 月份的合并，再到 10 月底的交付，Lucid 在 2021 年为投资者带来了疯狂、动荡且常常充满压力的体验。但今年到目前为止，Lucid 是世界上表现最好的汽车制造商，为坚持该路线的投资者带来了四倍的回报。</blockquote></p><p> In just a year, Lucid has transformed itself from an unproven company to a company with some of the&nbsp;best technology in the entire electric vehicle (EV) industry.</p><p><blockquote>在短短一年内，Lucid 就从一家未经证实的公司转变为一家拥有整个电动汽车 (EV) 行业中一些最佳技术的公司。</blockquote></p><p> The short-term outlook looks impressive. Its balance sheet is&nbsp;rich with cash, its manufacturing plant has enough capacity to meet 2022 demand, reservations are now over 17,000, and it is on track to build 20&nbsp;sales and service centers&nbsp;throughout the U.S. and Canada before year-end.</p><p><blockquote>短期前景看起来令人印象深刻。其资产负债表现金充裕，其制造工厂有足够的产能满足2022年的需求，目前预订量已超过17,000个，并且有望在年底前在美国和加拿大建立20个销售和服务中心。</blockquote></p><p> The medium-term outlook looks excellent as well. In 2022,the company expects to be producing four versions of the Lucid Air sedan&nbsp;at price points ranging from $77,400 to $169,000. It's also further growing its manufacturing capacity to 50,000 units by 2022 so it can handle production of the Air and Gravity SUV in 2023.</p><p><blockquote>中期前景看起来也很好。2022年，该公司预计将生产四个版本的Lucid Air轿车，价格从77,400美元到169,000美元不等。该公司还将到 2022 年将产能进一步扩大至 50,000 辆，以便能够在 2023 年生产空气和重力 SUV。</blockquote></p><p> Over the long term, Lucid expects to expand into Saudi Arabia and China, its second- and third-largest markets by demand. By 2026, it expects to deliver over 250,000 units.&nbsp;It also plans to grow its manufacturing capacity to 500,000 units by the end of the decade.</p><p><blockquote>从长远来看，Lucid 预计将扩展到沙特阿拉伯和中国，按需求计算，这两个市场是其第二和第三大市场。到 2026 年，该公司预计交付超过 25 万台。该公司还计划在本十年末将产能提高到 50 万台。</blockquote></p><p> Over the last three months, share prices of Lucid have dipped as low as $16.12 per share and as high as $57.44 a share. To say it has been a rocky road would be an understatement. Yet despite the volatility, long-term investors hope that Lucid's growth story is maybe only in the first or second inning. The lesson here is that winning technology and a competent management team able to&nbsp;deliver on promisesis what makes a great company. As long as Lucid continues to capture market share and charts a path toward profitability, investors are likely to be thankful for years to come.</p><p><blockquote>过去三个月，Lucid 的股价最低跌至每股 16.12 美元，最高跌至每股 57.44 美元。说这是一条崎岖的道路是轻描淡写的。然而，尽管存在波动，长期投资者仍希望 Lucid 的增长故事可能仅处于第一局或第二局。这里的教训是，成功的技术和有能力的管理团队能够兑现承诺，这就是一家伟大公司的成就。只要 Lucid 继续占领市场份额并规划一条盈利之路，投资者可能会在未来几年心存感激。</blockquote></p><p> <b>A lot to be thankful for</b></p><p><blockquote><b>有很多值得感谢的事情</b></blockquote></p><p> Not only are these companies building the infrastructure to reduce emissions and provide clean energy for the world, they're giving investors market-beating returns. That's a win-win combination in energy and we're thankful for these stocks as a result.</p><p><blockquote>这些公司不仅建设基础设施以减少排放并为世界提供清洁能源，还为投资者提供了超越市场的回报。这是能源领域的双赢组合，因此我们对这些股票表示感谢。</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 Renewable Energy Stocks We're Thankful for in 2021<blockquote>2021 年我们感谢的 3 只可再生能源股票</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 Renewable Energy Stocks We're Thankful for in 2021<blockquote>2021 年我们感谢的 3 只可再生能源股票</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\">2021-11-26 08:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul>  <li>SunPower has finally found its way in solar energy.</li>  <li>People can earn nice returns with investments in Enphase Energy's products, not just its stock.</li>  <li>Lucid is the best-performing automaker so far this year.</li> </ul> Renewable energy stocks&nbsp;have had a wild year, jumping early in the year as the market pushed the entire sector higher. But values fell as the euphoria wore off and companies had to start proving they were worth high valuations.</p><p><blockquote><ul><li>SunPower终于在太阳能领域找到了自己的路。</li><li>人们可以通过投资 Enphase Energy 的产品而不仅仅是其股票来获得丰厚的回报。</li><li>Lucid 是今年迄今为止表现最好的汽车制造商。</li></ul>可再生能源股票经历了疯狂的一年，随着市场推动整个行业走高，年初大幅上涨。但随着兴奋情绪消退，公司不得不开始证明自己值得高估值，估值下跌。</blockquote></p><p> Three of our contributors highlighted the renewable energy stocks they're thankful for and&nbsp;<b>SunPower</b>(NASDAQ:SPWR),<b>Enphase Energy</b>(NASDAQ:ENPH), and&nbsp;<b>Lucid Group</b>(NASDAQ:LCID)&nbsp;topped the list.</p><p><blockquote>我们的三位撰稿人强调了他们感谢的可再生能源股票<b>太阳能</b>（纳斯达克股票代码：SPWR）<b>相位能量</b>（纳斯达克股票代码：ENPH），以及<b>Lucid集团</b>（纳斯达克股票代码：LCID）位居榜首。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f28ebdf457b8b47ba8bab9c2b0f74155\" tg-width=\"2000\" tg-height=\"886\" referrerpolicy=\"no-referrer\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>Finally focusing on residential solar</b></p><p><blockquote><b>最后关注住宅太阳能</b></blockquote></p><p> <b>Travis Hoium(SunPower):</b>The last few years have been a wild ride for SunPower. The company sold off its utility-scale solar business, spun off its solar panel manufacturing business, and is in the process of finding a buyer or other alternative for its commercial solar business. What's left is the residential solar installation business that's become one of the most valuable parts of the solar energy market. And you can see below that it's treated investors very well.</p><p><blockquote><b>特拉维斯·霍伊姆（阳光电力）：</b>过去几年对于 SunPower 来说是一段疯狂的旅程。该公司出售了公用事业规模的太阳能业务，剥离了太阳能电池板制造业务，并正在为其商业太阳能业务寻找买家或其他替代方案。剩下的就是住宅太阳能安装业务，它已经成为太阳能市场最有价值的部分之一。你可以在下面看到，它对投资者的待遇非常好。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/153edab316184e1b7e084406d0753f3e\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\"><span>SPWR DATA BY YCHARTS</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCHARTS 提供的 SPWR 数据</span></p></blockquote></p><p> I'm thankful that SunPower found a path to success on the market and can&nbsp;now focus on becoming a growth stock. The company has built the infrastructure to sell, design, install, and finance residential solar projects at scale, which is what the market is rewarding today. And it made a great deal in selling its inverter business to Enphase Energy for stock that ultimately saved the company.</p><p><blockquote>我很感激 SunPower 找到了一条在市场上取得成功的道路，现在可以专注于成为一只成长型股票。该公司已经建立了大规模销售、设计、安装和融资住宅太阳能项目的基础设施，这就是当今市场所奖励的。它在将逆变器业务出售给 Enphase Energy 以换取股票方面取得了巨大成功，最终挽救了该公司。</blockquote></p><p> The next few years will be important for SunPower's long-term prospects. If it can grow in residential solar and improve profitability along the way the stock could continue to rise. But solar installation has been a competitive business and companies have risen and fallen over the last decade. What I think will separate SunPower long-term is the ability to combine high-quality solar installations with energy storage and monitoring features. As all of these energy products come together, SunPower will keep giving us new energy products to be thankful for.</p><p><blockquote>未来几年对于 SunPower 的长期前景至关重要。如果它能够在住宅太阳能领域增长并提高盈利能力，该股可能会继续上涨。但太阳能安装一直是一个竞争激烈的行业，公司在过去十年中起起落落。我认为SunPower长期脱颖而出的是将高质量太阳能装置与能量存储和监控功能相结合的能力。随着所有这些能源产品的结合，SunPower将不断为我们提供值得感谢的新能源产品。</blockquote></p><p> <b>An investment for the planet</b></p><p><blockquote><b>对地球的投资</b></blockquote></p><p> <b>Howard Smith(Enphase Energy):</b>I first heard of Enphase Energy seven years ago, when I was investigating&nbsp;adding solar panels&nbsp;to my roof. I didn't invest in the company, or even consider it at the time. It was just a name on the equipment controlling and monitoring the solar power coming into my home after I made the investment. Seven years later that investment in the solar panel system has about paid for itself -- including tax and other incentives -- and I wish I had bought Enphase stock more than 2,000% ago.</p><p><blockquote><b>霍华德·史密斯（Enphase Energy）：</b>我第一次听说Enphase Energy是在七年前，当时我正在研究在屋顶上安装太阳能电池板。我当时没有投资这家公司，甚至没有考虑过。这只是我投资后控制和监控进入我家的太阳能的设备上的一个名字。七年后，对太阳能电池板系统的投资几乎收回了成本——包括税收和其他激励措施——我希望我在 2,000% 之前购买了 Enphase 股票。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8376c88917368014c7189a358b113d3e\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\"><span>ENPH DATA BY YCHARTS</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCHARTS提供的ENPH数据</span></p></blockquote></p><p> My equipment may be the company's first-generation microinverter and related technologies, but Enphase recently released the eighth-generation microinverter system. The IQ8 is an all-in-one system that the company says is \"capable of forming a microgrid during a power outage using only sunlight, providing backup power even without a battery.\" While it is currently only available in North America, that will change soon as Enphase has been working to grow globally.</p><p><blockquote>我的设备可能是该公司的第一代微型逆变器和相关技术，但Enphase最近发布了第八代微型逆变器系统。IQ8 是一款一体化系统，该公司表示“能够在停电期间仅使用阳光形成微电网，即使没有电池也能提供备用电源”。虽然它目前仅在北美上市，但随着Enphase一直致力于在全球范围内发展，这种情况很快就会改变。</blockquote></p><p> Enphase recently launched its battery storage system in Belgium and has also just expanded into Brazil and Italy. And the company is not just growing geographically, it is also adding to its addressable market base. Enphase just announced plans to acquire ClipperCreek, an electric vehicle (EV) charging solutions company.</p><p><blockquote>Enphase 最近在比利时推出了电池存储系统，并刚刚扩展到巴西和意大利。该公司不仅在地域上不断增长，还在扩大其潜在市场基础。Enphase刚刚宣布计划收购电动汽车（EV）充电解决方案公司ClipperCreek。</blockquote></p><p> Enphase plans to integrate that technology into its product base giving its global distributors and installers another product to offer alongside its solar and battery technology systems. The move into the EV sector also gives Enphase a path \"to enable bi-directional charging capability for vehicle-to-home and vehicle-to-grid applications.\"</p><p><blockquote>Enphase 计划将该技术集成到其产品基础中，为其全球经销商和安装商提供另一种产品，与其太阳能和电池技术系统一起提供。进军电动汽车领域也为 Enphase 提供了一条“为车辆到家庭和车辆到电网应用实现双向充电能力”的道路。</blockquote></p><p> Investors who have held Enphase stock through its explosive growth are likely thankful they have remained patient. But the stock isn't the only part of Enphase to be thankful for this year. Enphase's products can provide nice returns on investment in and of themselves, while supporting the conversion to renewable energy that the entire planet can be thankful for as well.</p><p><blockquote>在 Enphase 股票爆炸式增长期间持有该股票的投资者可能会庆幸自己保持了耐心。但该股并不是 Enphase 今年唯一值得感谢的部分。Enphase的产品可以提供良好的投资回报，同时支持向可再生能源的转换，整个地球也应该对此表示感谢。</blockquote></p><p> <b>Good companies usually turn into good stocks, too</b></p><p><blockquote><b>好的公司通常也会变成好的股票</b></blockquote></p><p></p><p> <b>Daniel Foelber&nbsp;(Lucid Group):</b>From its&nbsp;pre-merger stint with Churchill Capital IV, to its&nbsp;merger in July, to reaching&nbsp;deliveries in late October, Lucid has given investors a wild, volatile, and quite often stressful experience in 2021. But so far this year, Lucid is the best-performing automaker in the world -- giving investors who have stayed the course a fourfold return.</p><p><blockquote><b>Daniel Foelber（Lucid Group）：</b>从与 Churchill Capital IV 合并前的阶段，到 7 月份的合并，再到 10 月底的交付，Lucid 在 2021 年为投资者带来了疯狂、动荡且常常充满压力的体验。但今年到目前为止，Lucid 是世界上表现最好的汽车制造商，为坚持该路线的投资者带来了四倍的回报。</blockquote></p><p> In just a year, Lucid has transformed itself from an unproven company to a company with some of the&nbsp;best technology in the entire electric vehicle (EV) industry.</p><p><blockquote>在短短一年内，Lucid 就从一家未经证实的公司转变为一家拥有整个电动汽车 (EV) 行业中一些最佳技术的公司。</blockquote></p><p> The short-term outlook looks impressive. Its balance sheet is&nbsp;rich with cash, its manufacturing plant has enough capacity to meet 2022 demand, reservations are now over 17,000, and it is on track to build 20&nbsp;sales and service centers&nbsp;throughout the U.S. and Canada before year-end.</p><p><blockquote>短期前景看起来令人印象深刻。其资产负债表现金充裕，其制造工厂有足够的产能满足2022年的需求，目前预订量已超过17,000个，并且有望在年底前在美国和加拿大建立20个销售和服务中心。</blockquote></p><p> The medium-term outlook looks excellent as well. In 2022,the company expects to be producing four versions of the Lucid Air sedan&nbsp;at price points ranging from $77,400 to $169,000. It's also further growing its manufacturing capacity to 50,000 units by 2022 so it can handle production of the Air and Gravity SUV in 2023.</p><p><blockquote>中期前景看起来也很好。2022年，该公司预计将生产四个版本的Lucid Air轿车，价格从77,400美元到169,000美元不等。该公司还将到 2022 年将产能进一步扩大至 50,000 辆，以便能够在 2023 年生产空气和重力 SUV。</blockquote></p><p> Over the long term, Lucid expects to expand into Saudi Arabia and China, its second- and third-largest markets by demand. By 2026, it expects to deliver over 250,000 units.&nbsp;It also plans to grow its manufacturing capacity to 500,000 units by the end of the decade.</p><p><blockquote>从长远来看，Lucid 预计将扩展到沙特阿拉伯和中国，按需求计算，这两个市场是其第二和第三大市场。到 2026 年，该公司预计交付超过 25 万台。该公司还计划在本十年末将产能提高到 50 万台。</blockquote></p><p> Over the last three months, share prices of Lucid have dipped as low as $16.12 per share and as high as $57.44 a share. To say it has been a rocky road would be an understatement. Yet despite the volatility, long-term investors hope that Lucid's growth story is maybe only in the first or second inning. The lesson here is that winning technology and a competent management team able to&nbsp;deliver on promisesis what makes a great company. As long as Lucid continues to capture market share and charts a path toward profitability, investors are likely to be thankful for years to come.</p><p><blockquote>过去三个月，Lucid 的股价最低跌至每股 16.12 美元，最高跌至每股 57.44 美元。说这是一条崎岖的道路是轻描淡写的。然而，尽管存在波动，长期投资者仍希望 Lucid 的增长故事可能仅处于第一局或第二局。这里的教训是，成功的技术和有能力的管理团队能够兑现承诺，这就是一家伟大公司的成就。只要 Lucid 继续占领市场份额并规划一条盈利之路，投资者可能会在未来几年心存感激。</blockquote></p><p> <b>A lot to be thankful for</b></p><p><blockquote><b>有很多值得感谢的事情</b></blockquote></p><p> Not only are these companies building the infrastructure to reduce emissions and provide clean energy for the world, they're giving investors market-beating returns. That's a win-win combination in energy and we're thankful for these stocks as a result.</p><p><blockquote>这些公司不仅建设基础设施以减少排放并为世界提供清洁能源，还为投资者提供了超越市场的回报。这是能源领域的双赢组合，因此我们对这些股票表示感谢。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/11/25/3-energy-stocks-were-thankful-for-in-2021/\">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":{"LCID":"Lucid Group Inc","ENPH":"Enphase Energy","SPWR":"Sunpower Inc."},"source_url":"https://www.fool.com/investing/2021/11/25/3-energy-stocks-were-thankful-for-in-2021/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191667572","content_text":"Key Points\n\nSunPower has finally found its way in solar energy.\nPeople can earn nice returns with investments in Enphase Energy's products, not just its stock.\nLucid is the best-performing automaker so far this year.\n\nRenewable energy stocks have had a wild year, jumping early in the year as the market pushed the entire sector higher. But values fell as the euphoria wore off and companies had to start proving they were worth high valuations.\nThree of our contributors highlighted the renewable energy stocks they're thankful for and SunPower(NASDAQ:SPWR),Enphase Energy(NASDAQ:ENPH), and Lucid Group(NASDAQ:LCID) topped the list.\nIMAGE SOURCE: GETTY IMAGES.\nFinally focusing on residential solar\nTravis Hoium(SunPower):The last few years have been a wild ride for SunPower. The company sold off its utility-scale solar business, spun off its solar panel manufacturing business, and is in the process of finding a buyer or other alternative for its commercial solar business. What's left is the residential solar installation business that's become one of the most valuable parts of the solar energy market. And you can see below that it's treated investors very well.\nSPWR DATA BY YCHARTS\nI'm thankful that SunPower found a path to success on the market and can now focus on becoming a growth stock. The company has built the infrastructure to sell, design, install, and finance residential solar projects at scale, which is what the market is rewarding today. And it made a great deal in selling its inverter business to Enphase Energy for stock that ultimately saved the company.\nThe next few years will be important for SunPower's long-term prospects. If it can grow in residential solar and improve profitability along the way the stock could continue to rise. But solar installation has been a competitive business and companies have risen and fallen over the last decade. What I think will separate SunPower long-term is the ability to combine high-quality solar installations with energy storage and monitoring features. As all of these energy products come together, SunPower will keep giving us new energy products to be thankful for.\nAn investment for the planet\nHoward Smith(Enphase Energy):I first heard of Enphase Energy seven years ago, when I was investigating adding solar panels to my roof. I didn't invest in the company, or even consider it at the time. It was just a name on the equipment controlling and monitoring the solar power coming into my home after I made the investment. Seven years later that investment in the solar panel system has about paid for itself -- including tax and other incentives -- and I wish I had bought Enphase stock more than 2,000% ago.\nENPH DATA BY YCHARTS\nMy equipment may be the company's first-generation microinverter and related technologies, but Enphase recently released the eighth-generation microinverter system. The IQ8 is an all-in-one system that the company says is \"capable of forming a microgrid during a power outage using only sunlight, providing backup power even without a battery.\" While it is currently only available in North America, that will change soon as Enphase has been working to grow globally.\nEnphase recently launched its battery storage system in Belgium and has also just expanded into Brazil and Italy. And the company is not just growing geographically, it is also adding to its addressable market base. Enphase just announced plans to acquire ClipperCreek, an electric vehicle (EV) charging solutions company.\nEnphase plans to integrate that technology into its product base giving its global distributors and installers another product to offer alongside its solar and battery technology systems. The move into the EV sector also gives Enphase a path \"to enable bi-directional charging capability for vehicle-to-home and vehicle-to-grid applications.\"\nInvestors who have held Enphase stock through its explosive growth are likely thankful they have remained patient. But the stock isn't the only part of Enphase to be thankful for this year. Enphase's products can provide nice returns on investment in and of themselves, while supporting the conversion to renewable energy that the entire planet can be thankful for as well.\nGood companies usually turn into good stocks, too\nDaniel Foelber (Lucid Group):From its pre-merger stint with Churchill Capital IV, to its merger in July, to reaching deliveries in late October, Lucid has given investors a wild, volatile, and quite often stressful experience in 2021. But so far this year, Lucid is the best-performing automaker in the world -- giving investors who have stayed the course a fourfold return.\nIn just a year, Lucid has transformed itself from an unproven company to a company with some of the best technology in the entire electric vehicle (EV) industry.\nThe short-term outlook looks impressive. Its balance sheet is rich with cash, its manufacturing plant has enough capacity to meet 2022 demand, reservations are now over 17,000, and it is on track to build 20 sales and service centers throughout the U.S. and Canada before year-end.\nThe medium-term outlook looks excellent as well. In 2022,the company expects to be producing four versions of the Lucid Air sedan at price points ranging from $77,400 to $169,000. It's also further growing its manufacturing capacity to 50,000 units by 2022 so it can handle production of the Air and Gravity SUV in 2023.\nOver the long term, Lucid expects to expand into Saudi Arabia and China, its second- and third-largest markets by demand. By 2026, it expects to deliver over 250,000 units. It also plans to grow its manufacturing capacity to 500,000 units by the end of the decade.\nOver the last three months, share prices of Lucid have dipped as low as $16.12 per share and as high as $57.44 a share. To say it has been a rocky road would be an understatement. Yet despite the volatility, long-term investors hope that Lucid's growth story is maybe only in the first or second inning. The lesson here is that winning technology and a competent management team able to deliver on promisesis what makes a great company. As long as Lucid continues to capture market share and charts a path toward profitability, investors are likely to be thankful for years to come.\nA lot to be thankful for\nNot only are these companies building the infrastructure to reduce emissions and provide clean energy for the world, they're giving investors market-beating returns. That's a win-win combination in energy and we're thankful for these stocks as a result.","news_type":1,"symbols_score_info":{"SPWR":0.9,"LCID":0.9,"ENPH":0.9}},"isVote":1,"tweetType":1,"viewCount":956,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874507287,"gmtCreate":1637798818008,"gmtModify":1637798818149,"author":{"id":"3582683299282085","authorId":"3582683299282085","name":"Jackson83","avatar":"https://static.tigerbbs.com/ce969b1f8784b26574135fd2b632c15f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582683299282085","authorIdStr":"3582683299282085"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874507287","repostId":"2186363038","repostType":4,"isVote":1,"tweetType":1,"viewCount":1034,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875149789,"gmtCreate":1637627833204,"gmtModify":1637627833308,"author":{"id":"3582683299282085","authorId":"3582683299282085","name":"Jackson83","avatar":"https://static.tigerbbs.com/ce969b1f8784b26574135fd2b632c15f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582683299282085","authorIdStr":"3582683299282085"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/875149789","repostId":"2185306806","repostType":4,"isVote":1,"tweetType":1,"viewCount":814,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872839758,"gmtCreate":1637469430072,"gmtModify":1637469430214,"author":{"id":"3582683299282085","authorId":"3582683299282085","name":"Jackson83","avatar":"https://static.tigerbbs.com/ce969b1f8784b26574135fd2b632c15f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582683299282085","authorIdStr":"3582683299282085"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/872839758","repostId":"1156888846","repostType":4,"repost":{"id":"1156888846","kind":"news","pubTimestamp":1637465976,"share":"https://www.laohunote.com/m/news/1156888846?lang=zh_CN&edition=full","pubTime":"2021-11-21 11:39","market":"us","language":"en","title":"Why Ford Is Terminating Its Joint EV Development Plan With Rivian?<blockquote>福特为何终止与Rivian的联合电动汽车开发计划？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1156888846","media":"Benzinga","summary":"Ford Motor Company, which is one of the early backers of EV startup Rivian Automotive, Inc., is shel","content":"<p><div> Ford Motor Company, which is one of the early backers of EV startup Rivian Automotive, Inc., is shelving its plan to develop an EV with the latter altogether. What Happened:As Ford steps on the gas on...</p><p><blockquote><div>福特汽车公司是电动汽车初创公司Rivian汽车公司的早期支持者之一，该公司完全搁置了与后者共同开发电动汽车的计划。发生了什么：当福特踩油门时……</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/11/24209309/why-ford-is-terminating-its-joint-ev-development-plan-with-rivian\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/11/24209309/why-ford-is-terminating-its-joint-ev-development-plan-with-rivian\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","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 Ford Is Terminating Its Joint EV Development Plan With Rivian?<blockquote>福特为何终止与Rivian的联合电动汽车开发计划？</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 Ford Is Terminating Its Joint EV Development Plan With Rivian?<blockquote>福特为何终止与Rivian的联合电动汽车开发计划？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-11-21 11:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Ford Motor Company, which is one of the early backers of EV startup Rivian Automotive, Inc., is shelving its plan to develop an EV with the latter altogether. What Happened:As Ford steps on the gas on...</p><p><blockquote><div>福特汽车公司是电动汽车初创公司Rivian汽车公司的早期支持者之一，该公司完全搁置了与后者共同开发电动汽车的计划。发生了什么：当福特踩油门时……</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/11/24209309/why-ford-is-terminating-its-joint-ev-development-plan-with-rivian\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/11/24209309/why-ford-is-terminating-its-joint-ev-development-plan-with-rivian\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/news/21/11/24209309/why-ford-is-terminating-its-joint-ev-development-plan-with-rivian\">Benzinga</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":{"F":"福特汽车","RIVN":"Rivian Automotive, Inc."},"source_url":"https://www.benzinga.com/news/21/11/24209309/why-ford-is-terminating-its-joint-ev-development-plan-with-rivian","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156888846","content_text":"Ford Motor Company, which is one of the early backers of EV startup Rivian Automotive, Inc., is shelving its plan to develop an EV with the latter altogether.\nWhat Happened:As Ford steps on the gas on its EV transition, the Detroit-based automaker has decided to abandon it plans to jointly develop an EV with Rivian, CEO Jim Farley said in an interview with Automotive News.\nFarley said Ford expects to produce 600,000 vehicles per year by the end of 2023.\nWhen Ford initially invested $500 million in Rivian in 2019, it envisaged developing a Ford branded EV that will come with Rivian's skateboard powertrain. In early 2020, the companies said they are shelving the plans for a Lincoln-branded EV but would go ahead with an alternative vehicle based on Rivian technology.\nThe Ford CEO suggested in the interview that the company is now increasingly confident in competing in the EV space by itself. Another handicap that forced the going-solo decision was the complexities involved in integrating the hardware and software together.\nWhy It's Important:Rivian shares debuted on Wall Street on Nov. 10 following aninitial public offeringat a bumper valuation of over $100 billion. The company's strong debut and the subsequent run up in shares have raised eyebrows over its valuation which has taken it past the market capitalization of legacy U.S. automakers, including Ford.\nRivian's product pipeline consists of RIT, an EV pickup truck, which it began delivering to customers in September. As of Oct. 30, the company produced 180 R1Ts and delivered 156 R1Ts, with the bulk of them going to the company's employees.\nThe company noted that at the end of October, it had preorders of about 55,400 R1Ts and R1Ss. It expects to fill the preorder backlog by the end of 2023.\nFord, for its part, has doubled on itsEV strategyand invested big dollars into its transition toward EVs.\n\"We respect Rivian and have had extensive exploratory discussions with them, however, both sides have agreed not to pursue any kind of joint vehicle development or platform sharing,\" Ford said in an emailed statement to media.\nRivian, meanwhile, confirmed that it is a mutual decision to focus on each of their own projects and deliveries, given Ford has scaled its own EV strategy and demand for Rivian vehicles has grown.\n\"Our relationship with Ford is an important part of our journey, and Ford remains an investor and ally on our shared path to an electrified future\" a Rivian spokesperson said.\nRivian closed Friday's session up 4.23% at $128.60, while Ford closed down 0.87% at $19.39.","news_type":1,"symbols_score_info":{"F":0.9,"RIVN":0.9}},"isVote":1,"tweetType":1,"viewCount":1121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":851940559,"gmtCreate":1634866062662,"gmtModify":1634866381985,"author":{"id":"3582683299282085","authorId":"3582683299282085","name":"Jackson83","avatar":"https://static.tigerbbs.com/ce969b1f8784b26574135fd2b632c15f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582683299282085","idStr":"3582683299282085"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/851940559","repostId":"1185062694","repostType":4,"repost":{"id":"1185062694","kind":"news","pubTimestamp":1634865812,"share":"https://www.laohunote.com/m/news/1185062694?lang=zh_CN&edition=full","pubTime":"2021-10-22 09:23","market":"us","language":"en","title":"‘FOMO’ has made lots of money for stock investors but now ‘YARO’ is the market move<blockquote>《FOMO》为股票投资者赚了很多钱，但现在《YARO》才是市场的风向标</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1185062694","media":"MarketWatch","summary":"‘Yet Another Reopening Trade (YARO) focuses on quality companies and avoids frothy technology and ‘i","content":"<p>‘Yet Another Reopening Trade (YARO) focuses on quality companies and avoids frothy technology and ‘innovation’ stocks</p><p><blockquote>另一个重新开放的交易（YARO）关注优质公司，避开泡沫化的科技股和'创新'股票</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1049f347eda58620bbbdada442c87ff1\" tg-width=\"700\" tg-height=\"487\" referrerpolicy=\"no-referrer\"><span>MarketWatch photo illustration/iStockphoto</span></p><p><blockquote><p class=\"t-img-caption\"><span>MarketWatch 照片插图/iStockphoto</span></p></blockquote></p><p> As the ravages of the latest COVID variant settle, stock markets are bracing for Yet Another Reopening trade (YARO).</p><p><blockquote>随着最新新冠病毒变种的破坏平息，股市正准备迎接另一次重新开放交易（YARO）。</blockquote></p><p> Yes, here we go with the expert definition and nuances of the word “transitory” and the debate that follows as it applies to inflation. We have argued that the North Star in this current equity regime is an expansion of the profits cycle. The challenge in this period has become the start-stop-and-start-again motion of the reopening as the complexities of COVID/supply chain events warp a traditional profits rebound.</p><p><blockquote>是的，在这里，我们将讨论 “暂时性 ”一词的专家定义和细微差别，以及随之而来的辩论，因为它适用于通货膨胀。我们认为，当前股权制度中的北极星是利润周期的扩展。这一时期的挑战已经成为重新开放的开始-停止-重新开始，因为COVID/供应链事件的复杂性扭曲了传统的利润反弹。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d8d016a60ef5335fc00a6ae15099f106\" tg-width=\"700\" tg-height=\"599\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> We continue to make a case for investing in higher quality firms to better navigate this moment while limiting exposure to innovation firms to reduce risk. Secular highs in the valuation of innovation shares are a source of risk as interest rates reverse course and Fed-watching returns to prime time viewing.</p><p><blockquote>我们继续支持投资更高质量的公司，以更好地应对这一时刻，同时限制对创新公司的投资，以降低风险。随着利率逆转以及美联储观看重返黄金时段，创新股估值的长期高位是一个风险来源。</blockquote></p><p> Investors will shift their gaze again to a tapering tantrum. In this back and forth state of COVID-on, COVID-off, chasing the tails of the tape will leave investors tired as they frantically recalibrate their portfolios. The focus on higher quality with a valuation bias should offer the best path forward as investors weigh the chances of Yet Another Reopening Trade.</p><p><blockquote>投资者将再次将目光转向缩减规模的愤怒。在这种来回的COVID-on、COVID-off状态下，追逐磁带的尾巴会让投资者在疯狂地重新调整投资组合时感到疲惫。在投资者权衡再次重新开放交易的机会时，关注更高质量和估值偏差应该会提供最佳的前进道路。</blockquote></p><p> This see-saw action between weaker-than-expected inflation and liquidity-driven reflation fears has drained investors this cycle as we head into a likely choppy fourth quarter. As the global economy has started to reopen, albeit in a mixed fashion, sales growth in the U.S. has rebounded to a solid 7.4% year over year with the latest reporting.</p><p><blockquote>随着我们进入可能动荡的第四季度，通胀弱于预期和流动性驱动的再通胀担忧之间的这种锯齿状行动已经耗尽了投资者在这个周期中的精力。随着全球经济开始重新开放，尽管方式好坏参半，但根据最新报告，美国的销售增长已同比反弹至 7.4%。</blockquote></p><p> In other words, the early stage gains are most likely behind us.&nbsp; Investors should position for continued expansion and look to firms with higher profit margin and better balance sheets .</p><p><blockquote>换句话说，早期阶段的收益很可能已经过去。投资者应该为持续扩张做好准备，并寻找利润率更高、资产负债表更好的公司。</blockquote></p><p> Importantly, high quality firms remain notably discounted as investors ignored basics such as margins and balance sheets to chase after liquidity-driven, innovation-centric names during the lock-down. This was further exacerbated as the vaccine/reopening surge inflated deep cyclicals.</p><p><blockquote>重要的是，由于投资者在封锁期间忽视了利润率和资产负债表等基本要素，以追逐流动性驱动、以创新为中心的公司，高质量公司仍然明显打折。随着疫苗/重新开放激增膨胀深周期性股票，这种情况进一步加剧。</blockquote></p><p> Combined, these elements explain why higher quality firms are selling at historical discounts. Relative to low quality, high-quality firms are trading at EV/Sales that are 1.4, 1.8, and 1.1 standard deviations below their historical averages for large-, mid- and small-cap firms, respectively.</p><p><blockquote>综合起来，这些因素解释了为什么更高质量的公司以历史折扣出售。相对于低质量公司，高质量公司的EV/销售额分别比大型、中型和小型公司的历史平均水平低1.4、1.8和1.1个标准差。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/320d91f01ccd69e7974e784e94bcae06\" tg-width=\"700\" tg-height=\"684\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The reopening fallout should also continue to place upward pressure on rates, therefore adversely impacting aggressive growth, innovation shares.</p><p><blockquote>重新开放的影响也应继续给利率带来上行压力，从而对激进的增长和创新股产生不利影响。</blockquote></p><p> COVID infection rates have begun to ebb, signaling a shift in markets from a narrow economy to a reopening posture, again. To no surprise, Fed-watching has resurfaced as equities with rich multiples require low/favorable interest rate backdrop to thrive. A full-on reopening of the global economy places aggressive growth firms trading at historic highs at risk.</p><p><blockquote>COVID感染率已经开始下降，标志着市场再次从狭窄的经济转向重新开放的姿态。毫不奇怪，随着市盈率高的股票需要低/有利的利率背景才能蓬勃发展，对美联储的关注又重新浮出水面。全球经济的全面重新开放使处于历史高位的激进成长型公司面临风险。</blockquote></p><p> We have seen rate risk for innovation baskets as they tumbled when rates rose in September.&nbsp; Historical data underscores another example of equity market performance sensitivity to interest rate swings. In a short span from the end of July to the end of September, yield on the 10-year Treasury note&nbsp;climbed to 1.46% from 1.18%. The equity-market fallout was quite direct — the Nasdaq Composite&nbsp;lost 1.53%, the growth index tumbled 1.10% and the technology sector shed 1.23%. Notice that as fears of the delta variant appear to be subsiding and vaccination rates began rising, investors’ focus has returned to reopening and therefore central bank policy.</p><p><blockquote>我们已经看到了创新篮子的利率风险，因为它们在 9 月份利率上升时暴跌。历史数据凸显了股票市场表现对利率波动敏感性的另一个例子。从7月底到9月底的短时间内，10年期国债收益率从1.18%攀升至1.46%。股市受到的影响相当直接——纳斯达克综合指数下跌 1.53%，增长指数下跌 1.10%，科技板块下跌 1.23%。请注意，随着对德尔塔变异毒株的担忧似乎正在消退，疫苗接种率开始上升，投资者的关注点又回到了重新开放以及央行政策上。</blockquote></p><p> As U.S. businesses and schools reopen, the focus back to liquidity will continue to fuel the fears of nervous market participants struggling to weigh the durability of the Fed liquidity support. This nervousness temporarily faded as COVID variants attacked sizable regions within the states. If the jump in innovation stocks began with a historic surge in liquidity, investors are rightfully concerned that any attempt to taper the market support will have adverse spillover effects on the valuation of the most aggressive parts of the equity landscape.</p><p><blockquote>随着美国企业和学校重新开放，对流动性的关注将继续加剧紧张的市场参与者的担忧，他们正在努力权衡美联储流动性支持的持久性。随着COVID变种袭击了各州内的大片地区，这种紧张情绪暂时消退。如果创新股的上涨始于流动性的历史性激增，那么投资者有理由担心，任何削减市场支持的尝试都会对股票格局中最具激进部分的估值产生不利的溢出效应。</blockquote></p><p></p><p> The innovation sector may be the epicenter of the market focus as interest rates become turbulent.&nbsp; Figure 2, below, demonstrates the high valuation of innovation firms as represented by the ARK Next Generation Internet ETF.At the end of August, the ARK Next Gen Internet ETF was trading at 13.4x EV/Sales vs. 3.6x EV/Sales for the large- and midcap markets.</p><p><blockquote>随着利率变得动荡，创新板块可能是市场焦点的中心。下图2展示了以方舟下一代互联网ETF为代表的创新公司的高估值。截至 8 月底，ARK Next Gen Internet ETF 的交易价格为 13.4 倍，而大型和中型市场的交易价格为 3.6 倍。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/33c6defec31004783d4d04fa0456eed7\" tg-width=\"700\" tg-height=\"598\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> More broadly, the technology sector is also trading at extremely rich levels. On a historical basis, the smaller-company technology sector is trading with a 85% premium to the broader market compared to long term 33% premium on a trailing EV/Sales basis. The large- and midcap technology sector is trading with a 113% premium to the broader market vs. the 58% historical premium.</p><p><blockquote>更广泛地说，科技行业的交易水平也极其丰富。从历史角度来看，小公司技术行业的交易溢价比大盘高出 85%，而按历史电动汽车/销售额计算，长期溢价为 33%。大中型科技板块的交易价格较大盘溢价 113%，而历史溢价为 58%。</blockquote></p><p> Although shy of the peak multiples seen in February, smaller innovation stocks trade in excess of 20x sales and large-caps north of 19x sales. During the selloff in September, we witnessed large-cap innovation stocks weaken by more than 5%.</p><p><blockquote>尽管低于 2 月份的峰值倍数，但小型创新股的交易额超过 20 倍，大盘股的交易额超过 19 倍。在9月份的抛售中，我们目睹了大盘创新股下跌了5%以上。</blockquote></p><p> Bottom line: As the U.S. economy continues to reopen, it becomes clearer that the highest expectation firms cannot climb much higher or maintain the existing premia from current levels.</p><p><blockquote>底线：随着美国经济继续重新开放，越来越明显的是，最高预期公司无法在当前水平上攀升太高或维持现有溢价。</blockquote></p><p> The North Star to the current environment remains an expanding profits cycle that will continue to force a valuation focus. Innovation firms will likely struggle as the reopening takes hold and impacts U.S. interest rates adversely. Importantly, looking to firms with superior margins and better balance sheets will become more prominent as this recovering profit cycle ages.</p><p><blockquote>当前环境的北极星仍然是一个不断扩大的利润周期，这将继续迫使人们关注估值。随着重新开放并对美国利率产生不利影响，创新公司可能会陷入困境。重要的是，随着利润复苏周期的到来，寻找利润率更高、资产负债表更好的公司将变得更加突出。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>‘FOMO’ has made lots of money for stock investors but now ‘YARO’ is the market move<blockquote>《FOMO》为股票投资者赚了很多钱，但现在《YARO》才是市场的风向标</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n‘FOMO’ has made lots of money for stock investors but now ‘YARO’ is the market move<blockquote>《FOMO》为股票投资者赚了很多钱，但现在《YARO》才是市场的风向标</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-10-22 09:23</span>\n</p>\n</h4>\n</header>\n<article>\n<p>‘Yet Another Reopening Trade (YARO) focuses on quality companies and avoids frothy technology and ‘innovation’ stocks</p><p><blockquote>另一个重新开放的交易（YARO）关注优质公司，避开泡沫化的科技股和'创新'股票</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1049f347eda58620bbbdada442c87ff1\" tg-width=\"700\" tg-height=\"487\" referrerpolicy=\"no-referrer\"><span>MarketWatch photo illustration/iStockphoto</span></p><p><blockquote><p class=\"t-img-caption\"><span>MarketWatch 照片插图/iStockphoto</span></p></blockquote></p><p> As the ravages of the latest COVID variant settle, stock markets are bracing for Yet Another Reopening trade (YARO).</p><p><blockquote>随着最新新冠病毒变种的破坏平息，股市正准备迎接另一次重新开放交易（YARO）。</blockquote></p><p> Yes, here we go with the expert definition and nuances of the word “transitory” and the debate that follows as it applies to inflation. We have argued that the North Star in this current equity regime is an expansion of the profits cycle. The challenge in this period has become the start-stop-and-start-again motion of the reopening as the complexities of COVID/supply chain events warp a traditional profits rebound.</p><p><blockquote>是的，在这里，我们将讨论 “暂时性 ”一词的专家定义和细微差别，以及随之而来的辩论，因为它适用于通货膨胀。我们认为，当前股权制度中的北极星是利润周期的扩展。这一时期的挑战已经成为重新开放的开始-停止-重新开始，因为COVID/供应链事件的复杂性扭曲了传统的利润反弹。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d8d016a60ef5335fc00a6ae15099f106\" tg-width=\"700\" tg-height=\"599\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> We continue to make a case for investing in higher quality firms to better navigate this moment while limiting exposure to innovation firms to reduce risk. Secular highs in the valuation of innovation shares are a source of risk as interest rates reverse course and Fed-watching returns to prime time viewing.</p><p><blockquote>我们继续支持投资更高质量的公司，以更好地应对这一时刻，同时限制对创新公司的投资，以降低风险。随着利率逆转以及美联储观看重返黄金时段，创新股估值的长期高位是一个风险来源。</blockquote></p><p> Investors will shift their gaze again to a tapering tantrum. In this back and forth state of COVID-on, COVID-off, chasing the tails of the tape will leave investors tired as they frantically recalibrate their portfolios. The focus on higher quality with a valuation bias should offer the best path forward as investors weigh the chances of Yet Another Reopening Trade.</p><p><blockquote>投资者将再次将目光转向缩减规模的愤怒。在这种来回的COVID-on、COVID-off状态下，追逐磁带的尾巴会让投资者在疯狂地重新调整投资组合时感到疲惫。在投资者权衡再次重新开放交易的机会时，关注更高质量和估值偏差应该会提供最佳的前进道路。</blockquote></p><p> This see-saw action between weaker-than-expected inflation and liquidity-driven reflation fears has drained investors this cycle as we head into a likely choppy fourth quarter. As the global economy has started to reopen, albeit in a mixed fashion, sales growth in the U.S. has rebounded to a solid 7.4% year over year with the latest reporting.</p><p><blockquote>随着我们进入可能动荡的第四季度，通胀弱于预期和流动性驱动的再通胀担忧之间的这种锯齿状行动已经耗尽了投资者在这个周期中的精力。随着全球经济开始重新开放，尽管方式好坏参半，但根据最新报告，美国的销售增长已同比反弹至 7.4%。</blockquote></p><p> In other words, the early stage gains are most likely behind us.&nbsp; Investors should position for continued expansion and look to firms with higher profit margin and better balance sheets .</p><p><blockquote>换句话说，早期阶段的收益很可能已经过去。投资者应该为持续扩张做好准备，并寻找利润率更高、资产负债表更好的公司。</blockquote></p><p> Importantly, high quality firms remain notably discounted as investors ignored basics such as margins and balance sheets to chase after liquidity-driven, innovation-centric names during the lock-down. This was further exacerbated as the vaccine/reopening surge inflated deep cyclicals.</p><p><blockquote>重要的是，由于投资者在封锁期间忽视了利润率和资产负债表等基本要素，以追逐流动性驱动、以创新为中心的公司，高质量公司仍然明显打折。随着疫苗/重新开放激增膨胀深周期性股票，这种情况进一步加剧。</blockquote></p><p> Combined, these elements explain why higher quality firms are selling at historical discounts. Relative to low quality, high-quality firms are trading at EV/Sales that are 1.4, 1.8, and 1.1 standard deviations below their historical averages for large-, mid- and small-cap firms, respectively.</p><p><blockquote>综合起来，这些因素解释了为什么更高质量的公司以历史折扣出售。相对于低质量公司，高质量公司的EV/销售额分别比大型、中型和小型公司的历史平均水平低1.4、1.8和1.1个标准差。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/320d91f01ccd69e7974e784e94bcae06\" tg-width=\"700\" tg-height=\"684\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The reopening fallout should also continue to place upward pressure on rates, therefore adversely impacting aggressive growth, innovation shares.</p><p><blockquote>重新开放的影响也应继续给利率带来上行压力，从而对激进的增长和创新股产生不利影响。</blockquote></p><p> COVID infection rates have begun to ebb, signaling a shift in markets from a narrow economy to a reopening posture, again. To no surprise, Fed-watching has resurfaced as equities with rich multiples require low/favorable interest rate backdrop to thrive. A full-on reopening of the global economy places aggressive growth firms trading at historic highs at risk.</p><p><blockquote>COVID感染率已经开始下降，标志着市场再次从狭窄的经济转向重新开放的姿态。毫不奇怪，随着市盈率高的股票需要低/有利的利率背景才能蓬勃发展，对美联储的关注又重新浮出水面。全球经济的全面重新开放使处于历史高位的激进成长型公司面临风险。</blockquote></p><p> We have seen rate risk for innovation baskets as they tumbled when rates rose in September.&nbsp; Historical data underscores another example of equity market performance sensitivity to interest rate swings. In a short span from the end of July to the end of September, yield on the 10-year Treasury note&nbsp;climbed to 1.46% from 1.18%. The equity-market fallout was quite direct — the Nasdaq Composite&nbsp;lost 1.53%, the growth index tumbled 1.10% and the technology sector shed 1.23%. Notice that as fears of the delta variant appear to be subsiding and vaccination rates began rising, investors’ focus has returned to reopening and therefore central bank policy.</p><p><blockquote>我们已经看到了创新篮子的利率风险，因为它们在 9 月份利率上升时暴跌。历史数据凸显了股票市场表现对利率波动敏感性的另一个例子。从7月底到9月底的短时间内，10年期国债收益率从1.18%攀升至1.46%。股市受到的影响相当直接——纳斯达克综合指数下跌 1.53%，增长指数下跌 1.10%，科技板块下跌 1.23%。请注意，随着对德尔塔变异毒株的担忧似乎正在消退，疫苗接种率开始上升，投资者的关注点又回到了重新开放以及央行政策上。</blockquote></p><p> As U.S. businesses and schools reopen, the focus back to liquidity will continue to fuel the fears of nervous market participants struggling to weigh the durability of the Fed liquidity support. This nervousness temporarily faded as COVID variants attacked sizable regions within the states. If the jump in innovation stocks began with a historic surge in liquidity, investors are rightfully concerned that any attempt to taper the market support will have adverse spillover effects on the valuation of the most aggressive parts of the equity landscape.</p><p><blockquote>随着美国企业和学校重新开放，对流动性的关注将继续加剧紧张的市场参与者的担忧，他们正在努力权衡美联储流动性支持的持久性。随着COVID变种袭击了各州内的大片地区，这种紧张情绪暂时消退。如果创新股的上涨始于流动性的历史性激增，那么投资者有理由担心，任何削减市场支持的尝试都会对股票格局中最具激进部分的估值产生不利的溢出效应。</blockquote></p><p></p><p> The innovation sector may be the epicenter of the market focus as interest rates become turbulent.&nbsp; Figure 2, below, demonstrates the high valuation of innovation firms as represented by the ARK Next Generation Internet ETF.At the end of August, the ARK Next Gen Internet ETF was trading at 13.4x EV/Sales vs. 3.6x EV/Sales for the large- and midcap markets.</p><p><blockquote>随着利率变得动荡，创新板块可能是市场焦点的中心。下图2展示了以方舟下一代互联网ETF为代表的创新公司的高估值。截至 8 月底，ARK Next Gen Internet ETF 的交易价格为 13.4 倍，而大型和中型市场的交易价格为 3.6 倍。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/33c6defec31004783d4d04fa0456eed7\" tg-width=\"700\" tg-height=\"598\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> More broadly, the technology sector is also trading at extremely rich levels. On a historical basis, the smaller-company technology sector is trading with a 85% premium to the broader market compared to long term 33% premium on a trailing EV/Sales basis. The large- and midcap technology sector is trading with a 113% premium to the broader market vs. the 58% historical premium.</p><p><blockquote>更广泛地说，科技行业的交易水平也极其丰富。从历史角度来看，小公司技术行业的交易溢价比大盘高出 85%，而按历史电动汽车/销售额计算，长期溢价为 33%。大中型科技板块的交易价格较大盘溢价 113%，而历史溢价为 58%。</blockquote></p><p> Although shy of the peak multiples seen in February, smaller innovation stocks trade in excess of 20x sales and large-caps north of 19x sales. During the selloff in September, we witnessed large-cap innovation stocks weaken by more than 5%.</p><p><blockquote>尽管低于 2 月份的峰值倍数，但小型创新股的交易额超过 20 倍，大盘股的交易额超过 19 倍。在9月份的抛售中，我们目睹了大盘创新股下跌了5%以上。</blockquote></p><p> Bottom line: As the U.S. economy continues to reopen, it becomes clearer that the highest expectation firms cannot climb much higher or maintain the existing premia from current levels.</p><p><blockquote>底线：随着美国经济继续重新开放，越来越明显的是，最高预期公司无法在当前水平上攀升太高或维持现有溢价。</blockquote></p><p> The North Star to the current environment remains an expanding profits cycle that will continue to force a valuation focus. Innovation firms will likely struggle as the reopening takes hold and impacts U.S. interest rates adversely. Importantly, looking to firms with superior margins and better balance sheets will become more prominent as this recovering profit cycle ages.</p><p><blockquote>当前环境的北极星仍然是一个不断扩大的利润周期，这将继续迫使人们关注估值。随着重新开放并对美国利率产生不利影响，创新公司可能会陷入困境。重要的是，随着利润复苏周期的到来，寻找利润率更高、资产负债表更好的公司将变得更加突出。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/fomo-has-made-lots-of-money-for-stock-investors-but-now-yaro-is-the-market-move-11634851883?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","COMP":"Compass, Inc.","ARKW":"ARK Next Generation Internet ETF",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/story/fomo-has-made-lots-of-money-for-stock-investors-but-now-yaro-is-the-market-move-11634851883?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185062694","content_text":"‘Yet Another Reopening Trade (YARO) focuses on quality companies and avoids frothy technology and ‘innovation’ stocks\nMarketWatch photo illustration/iStockphoto\nAs the ravages of the latest COVID variant settle, stock markets are bracing for Yet Another Reopening trade (YARO).\nYes, here we go with the expert definition and nuances of the word “transitory” and the debate that follows as it applies to inflation. We have argued that the North Star in this current equity regime is an expansion of the profits cycle. The challenge in this period has become the start-stop-and-start-again motion of the reopening as the complexities of COVID/supply chain events warp a traditional profits rebound.\n\nWe continue to make a case for investing in higher quality firms to better navigate this moment while limiting exposure to innovation firms to reduce risk. Secular highs in the valuation of innovation shares are a source of risk as interest rates reverse course and Fed-watching returns to prime time viewing.\nInvestors will shift their gaze again to a tapering tantrum. In this back and forth state of COVID-on, COVID-off, chasing the tails of the tape will leave investors tired as they frantically recalibrate their portfolios. The focus on higher quality with a valuation bias should offer the best path forward as investors weigh the chances of Yet Another Reopening Trade.\nThis see-saw action between weaker-than-expected inflation and liquidity-driven reflation fears has drained investors this cycle as we head into a likely choppy fourth quarter. As the global economy has started to reopen, albeit in a mixed fashion, sales growth in the U.S. has rebounded to a solid 7.4% year over year with the latest reporting.\nIn other words, the early stage gains are most likely behind us.  Investors should position for continued expansion and look to firms with higher profit margin and better balance sheets .\nImportantly, high quality firms remain notably discounted as investors ignored basics such as margins and balance sheets to chase after liquidity-driven, innovation-centric names during the lock-down. This was further exacerbated as the vaccine/reopening surge inflated deep cyclicals.\nCombined, these elements explain why higher quality firms are selling at historical discounts. Relative to low quality, high-quality firms are trading at EV/Sales that are 1.4, 1.8, and 1.1 standard deviations below their historical averages for large-, mid- and small-cap firms, respectively.\n\nThe reopening fallout should also continue to place upward pressure on rates, therefore adversely impacting aggressive growth, innovation shares.\nCOVID infection rates have begun to ebb, signaling a shift in markets from a narrow economy to a reopening posture, again. To no surprise, Fed-watching has resurfaced as equities with rich multiples require low/favorable interest rate backdrop to thrive. A full-on reopening of the global economy places aggressive growth firms trading at historic highs at risk.\nWe have seen rate risk for innovation baskets as they tumbled when rates rose in September.  Historical data underscores another example of equity market performance sensitivity to interest rate swings. In a short span from the end of July to the end of September, yield on the 10-year Treasury note climbed to 1.46% from 1.18%. The equity-market fallout was quite direct — the Nasdaq Composite lost 1.53%, the growth index tumbled 1.10% and the technology sector shed 1.23%. Notice that as fears of the delta variant appear to be subsiding and vaccination rates began rising, investors’ focus has returned to reopening and therefore central bank policy.\nAs U.S. businesses and schools reopen, the focus back to liquidity will continue to fuel the fears of nervous market participants struggling to weigh the durability of the Fed liquidity support. This nervousness temporarily faded as COVID variants attacked sizable regions within the states. If the jump in innovation stocks began with a historic surge in liquidity, investors are rightfully concerned that any attempt to taper the market support will have adverse spillover effects on the valuation of the most aggressive parts of the equity landscape.\nThe innovation sector may be the epicenter of the market focus as interest rates become turbulent.  Figure 2, below, demonstrates the high valuation of innovation firms as represented by the ARK Next Generation Internet ETF.At the end of August, the ARK Next Gen Internet ETF was trading at 13.4x EV/Sales vs. 3.6x EV/Sales for the large- and midcap markets.\n\nMore broadly, the technology sector is also trading at extremely rich levels. On a historical basis, the smaller-company technology sector is trading with a 85% premium to the broader market compared to long term 33% premium on a trailing EV/Sales basis. The large- and midcap technology sector is trading with a 113% premium to the broader market vs. the 58% historical premium.\nAlthough shy of the peak multiples seen in February, smaller innovation stocks trade in excess of 20x sales and large-caps north of 19x sales. During the selloff in September, we witnessed large-cap innovation stocks weaken by more than 5%.\nBottom line: As the U.S. economy continues to reopen, it becomes clearer that the highest expectation firms cannot climb much higher or maintain the existing premia from current levels.\nThe North Star to the current environment remains an expanding profits cycle that will continue to force a valuation focus. Innovation firms will likely struggle as the reopening takes hold and impacts U.S. interest rates adversely. Importantly, looking to firms with superior margins and better balance sheets will become more prominent as this recovering profit cycle ages.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,"ARKW":0.9,"COMP":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":610,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828837319,"gmtCreate":1633881808865,"gmtModify":1633881808994,"author":{"id":"3582683299282085","authorId":"3582683299282085","name":"Jackson83","avatar":"https://static.tigerbbs.com/ce969b1f8784b26574135fd2b632c15f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582683299282085","idStr":"3582683299282085"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/828837319","repostId":"2174920514","repostType":4,"isVote":1,"tweetType":1,"viewCount":586,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":812901005,"gmtCreate":1630544357507,"gmtModify":1631892266730,"author":{"id":"3582683299282085","authorId":"3582683299282085","name":"Jackson83","avatar":"https://static.tigerbbs.com/ce969b1f8784b26574135fd2b632c15f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582683299282085","idStr":"3582683299282085"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/812901005","repostId":"1199171689","repostType":4,"isVote":1,"tweetType":1,"viewCount":537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":843172286,"gmtCreate":1635815426488,"gmtModify":1635815426616,"author":{"id":"3582683299282085","authorId":"3582683299282085","name":"Jackson83","avatar":"https://static.tigerbbs.com/ce969b1f8784b26574135fd2b632c15f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582683299282085","idStr":"3582683299282085"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/843172286","repostId":"2180209403","repostType":4,"isVote":1,"tweetType":1,"viewCount":676,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":840356196,"gmtCreate":1635595516223,"gmtModify":1635595516307,"author":{"id":"3582683299282085","authorId":"3582683299282085","name":"Jackson83","avatar":"https://static.tigerbbs.com/ce969b1f8784b26574135fd2b632c15f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582683299282085","idStr":"3582683299282085"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/840356196","repostId":"1130019043","repostType":4,"repost":{"id":"1130019043","kind":"news","pubTimestamp":1635579123,"share":"https://www.laohunote.com/m/news/1130019043?lang=zh_CN&edition=full","pubTime":"2021-10-30 15:32","market":"us","language":"en","title":"Top Wall Street Strategist Sees a Fast 10% Q4 Correction Coming<blockquote>华尔街顶级策略师预计第四季度将快速调整 10%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1130019043","media":"24/7 wall street","summary":"A plethora of acronyms are used in the financial world for a wide variety of items. Most investors a","content":"<p>A plethora of acronyms are used in the financial world for a wide variety of items. Most investors are well aware of the FAANG stocks, which are the massive tech monsters that rule the market. In addition, <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the acronyms used to describe the constant rise in the stock markets, especially when the “buy the dip” crowd takes control after sizable selling, is FOMO, or fear of missing out.</p><p><blockquote>在金融界，大量的首字母缩略词被用于各种各样的项目。大多数投资者都很清楚 FAANG 股票，它们是统治市场的大型科技怪物。此外，<a href=\"https://laohu8.com/S/AONE.U\">一</a>FOMO（害怕错过）是用来描述股市持续上涨的首字母缩略词之一，尤其是当 “逢低买入 ”人群在大幅抛售后控制股市时。</blockquote></p><p> One of the very newest acronyms to hit the market speak lexicon is TINA. That stands for “there is no alternative,” which is an explanation for the constant ascent of the stock market. Basically what it means is that, due to very low yields on bonds and cash, especially with mounting inflation, owning stocks (especially those that pay solid and predictable dividends) is the only way to stay ahead of the game.</p><p><blockquote>最新进入市场的首字母缩略词之一是蒂娜。这代表 “别无选择”，这也是股市持续上涨的原因。基本上，这意味着，由于债券和现金收益率非常低，尤其是在通货膨胀加剧的情况下，持有股票（尤其是那些支付稳定且可预测股息的股票）是保持领先地位的唯一途径。</blockquote></p><p> If any one equity strategist across Wall Street has been right on the money over the past few years, it is Stifel’s head of Institutional Equity Strategy, Barry Bannister, and he is advising clients that we could be poised to have a TINA trap sell-off. We have covered his outstanding and prescient calls for years, and generally when he talks, we listen. Those who did so at the height of the sell-off in 2020 posted some massive gains.</p><p><blockquote>如果说在过去几年里，华尔街有哪位股票策略师的判断是正确的，那就是 Stifel 的机构股票策略主管巴里-班尼斯特（Barry Bannister）。多年来，我们一直在报道他杰出而有先见之明的评级，一般来说，当他说话时，我们会听。那些在 2020 年抛售高峰期这样做的人公布了一些巨大的收益。</blockquote></p><p> On March 19, 2020, just four short days before the final surge of selling and investor capitulation on March 23, Bannister and his team dropped a prediction for a relief rally that would carry the S&amp;P 500 to the 2,750 level by April 30. On March 23, the index hit an intraday low of 2,191, and it closed at 2,237.</p><p><blockquote>2020 年 3 月 19 日，就在 3 月 23 日抛售和投资者投降的最后激增前短短四天，班尼斯特和他的团队放弃了对缓解反弹的预测，该反弹将使标普500在 4 月 30 日达到 2,750 点水平。3月23日，该指数盘中触及2191点低点，收盘报2237点。</blockquote></p><p> We covered that incredibly bold prediction then, and while some were very skeptical of the call, Bannister made the prerequisite financial media rounds at the time giving his firm’s rationale for the prediction. In early April of 2020 as a surge of alarming news on the COVID-19 pandemic flooded the airwaves, Stifel came out and defended the call, telling clients to stand their ground. In the middle of April, as the rest of Wall Street was finally on board, Stifel raised the end-of-April target to 2,950. On April 30, in line with the laser-like call from Stifel, the S&amp;P 500 closed at 2,912 after hitting an intraday high of 2,930 and after trading to 2,950 level the day before. In late May of 2020, Stifel once again raised the price target on the S&amp;P 500 to 3,250 by August 30.</p><p><blockquote>我们当时报道了这一令人难以置信的大胆预测，虽然有些人对看涨期权持怀疑态度，但班尼斯特当时还是进行了必要的财经媒体轮番报道，给出了他的公司做出这一预测的理由。2020 年 4 月初，随着有关 COVID-19 大流行的令人震惊的消息充斥电波，Stifel 站出来为看涨期权辩护，告诉客户坚持自己的立场。4 月中旬，随着华尔街其他公司终于加入，Stifel 将 4 月底的目标上调至 2,950 家。4月30日，与Stifel激光般的看涨期权一致，标普500在盘中触及2930点高点，前一天交易至2950点水平后，收于2912点。2020 年 5 月下旬，Stifel 再次将标普500的目标价格上调至 8 月 30 日之前的 3,250 美元。</blockquote></p><p> Once again, Bannister sees storm clouds on the horizon, and with good reason. Everything from stocks to gold, Treasury debt and oil and have been pushed higher. This is a result of a unique combination of the FOMO worries and the TINA mentality. In a new research report, Bannister and his team feel that a lightning-fast 10% correction could occur in the remaining months of the fourth quarter. The report noted this:</p><p><blockquote>班尼斯特又一次看到了地平线上的风暴云，这是有充分理由的。从股票到黄金、国债和石油，一切都被推高了。这是FOMO担忧和蒂娜心态独特结合的结果。在一份新的研究报告中，班尼斯特和他的团队认为，在第四季度剩余的几个月里，可能会出现闪电般的 10% 调整。报告指出：</blockquote></p><p>   Near-term in the fourth quarter of 2021, we note that equal-weighted cyclicals vs. defensives are very near the point at which P/E-driven S&amp;P 500 corrections occur, and we see downside equating to the S&amp;P 500 falling from 4,535 currently to ~4,000 (prior view 3,800), around a 10% correction in the fourth quarter as we see mid-cycle risks.    Our target and concerns are based on slowing global liquidity and tighter financial conditions with a gradual but unwavering Fed exit (especially after the Fed Chair is named). Sure, the Fed-inflated TINA trade “There is No Alternative” (to stocks) exists, but everyone goes into the boxing ring “with a plan” to buy-the-dip…until they get hit with a double-digit correction.    Looking out to mid-2022 through 2025, we observe that value vs. growth tracks the S&amp;P 500 divided by commodity index ratio, which soared in 2020 (favored growth stocks), fell in 2021 (favors value) and may bounce in mid-2022 (after the S&amp;P 500 corrects) favoring growth, post-dip. We also show that despite the Quantitative Easing taper the S&amp;P 500 could hit 5,200 by Jun-2022 (TINA’s last gasp?). Moreover, we see no actual bear market, which would be a 20% or more decline until fed funds is 1% (4 rate hikes), which fed funds futures indicate does not occur until 2024. </p><p><blockquote>近期 在 2021 年第四季度，我们注意到等权重的周期性股票与防御性股票非常接近市盈率驱动的标普500修正发生的点，我们看到下行空间相当于标普500从目前的 4,535 点跌至约 4,000 点（先前视图 3,800），第四季度修正约 10%，因为我们看到了周期中期风险。我们的目标和担忧是基于全球流动性放缓和金融状况收紧，美联储逐步但坚定不移地退出（尤其是在美联储主席被任命之后）。当然，美联储膨胀的 TINA 交易 “别无选择”（股票）确实存在，但每个人都 “带着一个计划 ”进入拳击场，逢低买入.直到遭遇两位数的回调。展望 2022 年中期至 2025 年，我们观察到价值与增长跟踪标普500除以商品指数比率，该比率在 2020 年飙升（有利于成长型股票），在 2021 年下跌（有利于价值），并可能在 2022 年中期反弹（标普500修正后）有利于增长，下跌后。我们还表明，尽管缩减了量化宽松政策，但到 2022 年 6 月，标普500仍可能达到 5200 人（蒂娜的最后一口气？）。此外，我们没有看到真正的熊市，在联邦基金达到 1%（4 次加息）之前，熊市将下跌 20% 或更多，而联邦基金期货表明，这种情况要到 2024 年才会发生。</blockquote></p><p></p>","source":"lsy1620372341666","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>Top Wall Street Strategist Sees a Fast 10% Q4 Correction Coming<blockquote>华尔街顶级策略师预计第四季度将快速调整 10%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTop Wall Street Strategist Sees a Fast 10% Q4 Correction Coming<blockquote>华尔街顶级策略师预计第四季度将快速调整 10%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">24/7 wall street</strong><span class=\"h-time small\">2021-10-30 15:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p>A plethora of acronyms are used in the financial world for a wide variety of items. Most investors are well aware of the FAANG stocks, which are the massive tech monsters that rule the market. In addition, <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the acronyms used to describe the constant rise in the stock markets, especially when the “buy the dip” crowd takes control after sizable selling, is FOMO, or fear of missing out.</p><p><blockquote>在金融界，大量的首字母缩略词被用于各种各样的项目。大多数投资者都很清楚 FAANG 股票，它们是统治市场的大型科技怪物。此外，<a href=\"https://laohu8.com/S/AONE.U\">一</a>FOMO（害怕错过）是用来描述股市持续上涨的首字母缩略词之一，尤其是当 “逢低买入 ”人群在大幅抛售后控制股市时。</blockquote></p><p> One of the very newest acronyms to hit the market speak lexicon is TINA. That stands for “there is no alternative,” which is an explanation for the constant ascent of the stock market. Basically what it means is that, due to very low yields on bonds and cash, especially with mounting inflation, owning stocks (especially those that pay solid and predictable dividends) is the only way to stay ahead of the game.</p><p><blockquote>最新进入市场的首字母缩略词之一是蒂娜。这代表 “别无选择”，这也是股市持续上涨的原因。基本上，这意味着，由于债券和现金收益率非常低，尤其是在通货膨胀加剧的情况下，持有股票（尤其是那些支付稳定且可预测股息的股票）是保持领先地位的唯一途径。</blockquote></p><p> If any one equity strategist across Wall Street has been right on the money over the past few years, it is Stifel’s head of Institutional Equity Strategy, Barry Bannister, and he is advising clients that we could be poised to have a TINA trap sell-off. We have covered his outstanding and prescient calls for years, and generally when he talks, we listen. Those who did so at the height of the sell-off in 2020 posted some massive gains.</p><p><blockquote>如果说在过去几年里，华尔街有哪位股票策略师的判断是正确的，那就是 Stifel 的机构股票策略主管巴里-班尼斯特（Barry Bannister）。多年来，我们一直在报道他杰出而有先见之明的评级，一般来说，当他说话时，我们会听。那些在 2020 年抛售高峰期这样做的人公布了一些巨大的收益。</blockquote></p><p> On March 19, 2020, just four short days before the final surge of selling and investor capitulation on March 23, Bannister and his team dropped a prediction for a relief rally that would carry the S&amp;P 500 to the 2,750 level by April 30. On March 23, the index hit an intraday low of 2,191, and it closed at 2,237.</p><p><blockquote>2020 年 3 月 19 日，就在 3 月 23 日抛售和投资者投降的最后激增前短短四天，班尼斯特和他的团队放弃了对缓解反弹的预测，该反弹将使标普500在 4 月 30 日达到 2,750 点水平。3月23日，该指数盘中触及2191点低点，收盘报2237点。</blockquote></p><p> We covered that incredibly bold prediction then, and while some were very skeptical of the call, Bannister made the prerequisite financial media rounds at the time giving his firm’s rationale for the prediction. In early April of 2020 as a surge of alarming news on the COVID-19 pandemic flooded the airwaves, Stifel came out and defended the call, telling clients to stand their ground. In the middle of April, as the rest of Wall Street was finally on board, Stifel raised the end-of-April target to 2,950. On April 30, in line with the laser-like call from Stifel, the S&amp;P 500 closed at 2,912 after hitting an intraday high of 2,930 and after trading to 2,950 level the day before. In late May of 2020, Stifel once again raised the price target on the S&amp;P 500 to 3,250 by August 30.</p><p><blockquote>我们当时报道了这一令人难以置信的大胆预测，虽然有些人对看涨期权持怀疑态度，但班尼斯特当时还是进行了必要的财经媒体轮番报道，给出了他的公司做出这一预测的理由。2020 年 4 月初，随着有关 COVID-19 大流行的令人震惊的消息充斥电波，Stifel 站出来为看涨期权辩护，告诉客户坚持自己的立场。4 月中旬，随着华尔街其他公司终于加入，Stifel 将 4 月底的目标上调至 2,950 家。4月30日，与Stifel激光般的看涨期权一致，标普500在盘中触及2930点高点，前一天交易至2950点水平后，收于2912点。2020 年 5 月下旬，Stifel 再次将标普500的目标价格上调至 8 月 30 日之前的 3,250 美元。</blockquote></p><p> Once again, Bannister sees storm clouds on the horizon, and with good reason. Everything from stocks to gold, Treasury debt and oil and have been pushed higher. This is a result of a unique combination of the FOMO worries and the TINA mentality. In a new research report, Bannister and his team feel that a lightning-fast 10% correction could occur in the remaining months of the fourth quarter. The report noted this:</p><p><blockquote>班尼斯特又一次看到了地平线上的风暴云，这是有充分理由的。从股票到黄金、国债和石油，一切都被推高了。这是FOMO担忧和蒂娜心态独特结合的结果。在一份新的研究报告中，班尼斯特和他的团队认为，在第四季度剩余的几个月里，可能会出现闪电般的 10% 调整。报告指出：</blockquote></p><p>   Near-term in the fourth quarter of 2021, we note that equal-weighted cyclicals vs. defensives are very near the point at which P/E-driven S&amp;P 500 corrections occur, and we see downside equating to the S&amp;P 500 falling from 4,535 currently to ~4,000 (prior view 3,800), around a 10% correction in the fourth quarter as we see mid-cycle risks.    Our target and concerns are based on slowing global liquidity and tighter financial conditions with a gradual but unwavering Fed exit (especially after the Fed Chair is named). Sure, the Fed-inflated TINA trade “There is No Alternative” (to stocks) exists, but everyone goes into the boxing ring “with a plan” to buy-the-dip…until they get hit with a double-digit correction.    Looking out to mid-2022 through 2025, we observe that value vs. growth tracks the S&amp;P 500 divided by commodity index ratio, which soared in 2020 (favored growth stocks), fell in 2021 (favors value) and may bounce in mid-2022 (after the S&amp;P 500 corrects) favoring growth, post-dip. We also show that despite the Quantitative Easing taper the S&amp;P 500 could hit 5,200 by Jun-2022 (TINA’s last gasp?). Moreover, we see no actual bear market, which would be a 20% or more decline until fed funds is 1% (4 rate hikes), which fed funds futures indicate does not occur until 2024. </p><p><blockquote>近期 在 2021 年第四季度，我们注意到等权重的周期性股票与防御性股票非常接近市盈率驱动的标普500修正发生的点，我们看到下行空间相当于标普500从目前的 4,535 点跌至约 4,000 点（先前视图 3,800），第四季度修正约 10%，因为我们看到了周期中期风险。我们的目标和担忧是基于全球流动性放缓和金融状况收紧，美联储逐步但坚定不移地退出（尤其是在美联储主席被任命之后）。当然，美联储膨胀的 TINA 交易 “别无选择”（股票）确实存在，但每个人都 “带着一个计划 ”进入拳击场，逢低买入.直到遭遇两位数的回调。展望 2022 年中期至 2025 年，我们观察到价值与增长跟踪标普500除以商品指数比率，该比率在 2020 年飙升（有利于成长型股票），在 2021 年下跌（有利于价值），并可能在 2022 年中期反弹（标普500修正后）有利于增长，下跌后。我们还表明，尽管缩减了量化宽松政策，但到 2022 年 6 月，标普500仍可能达到 5200 人（蒂娜的最后一口气？）。此外，我们没有看到真正的熊市，在联邦基金达到 1%（4 次加息）之前，熊市将下跌 20% 或更多，而联邦基金期货表明，这种情况要到 2024 年才会发生。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://247wallst.com/investing/2021/10/29/top-wall-street-strategist-sees-a-fast-10-q4-correction-coming/\">24/7 wall street</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://247wallst.com/investing/2021/10/29/top-wall-street-strategist-sees-a-fast-10-q4-correction-coming/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130019043","content_text":"A plethora of acronyms are used in the financial world for a wide variety of items. Most investors are well aware of the FAANG stocks, which are the massive tech monsters that rule the market. In addition, one of the acronyms used to describe the constant rise in the stock markets, especially when the “buy the dip” crowd takes control after sizable selling, is FOMO, or fear of missing out.\nOne of the very newest acronyms to hit the market speak lexicon is TINA. That stands for “there is no alternative,” which is an explanation for the constant ascent of the stock market. Basically what it means is that, due to very low yields on bonds and cash, especially with mounting inflation, owning stocks (especially those that pay solid and predictable dividends) is the only way to stay ahead of the game.\nIf any one equity strategist across Wall Street has been right on the money over the past few years, it is Stifel’s head of Institutional Equity Strategy, Barry Bannister, and he is advising clients that we could be poised to have a TINA trap sell-off. We have covered his outstanding and prescient calls for years, and generally when he talks, we listen. Those who did so at the height of the sell-off in 2020 posted some massive gains.\nOn March 19, 2020, just four short days before the final surge of selling and investor capitulation on March 23, Bannister and his team dropped a prediction for a relief rally that would carry the S&P 500 to the 2,750 level by April 30. On March 23, the index hit an intraday low of 2,191, and it closed at 2,237.\nWe covered that incredibly bold prediction then, and while some were very skeptical of the call, Bannister made the prerequisite financial media rounds at the time giving his firm’s rationale for the prediction. In early April of 2020 as a surge of alarming news on the COVID-19 pandemic flooded the airwaves, Stifel came out and defended the call, telling clients to stand their ground. In the middle of April, as the rest of Wall Street was finally on board, Stifel raised the end-of-April target to 2,950. On April 30, in line with the laser-like call from Stifel, the S&P 500 closed at 2,912 after hitting an intraday high of 2,930 and after trading to 2,950 level the day before. In late May of 2020, Stifel once again raised the price target on the S&P 500 to 3,250 by August 30.\nOnce again, Bannister sees storm clouds on the horizon, and with good reason. Everything from stocks to gold, Treasury debt and oil and have been pushed higher. This is a result of a unique combination of the FOMO worries and the TINA mentality. In a new research report, Bannister and his team feel that a lightning-fast 10% correction could occur in the remaining months of the fourth quarter. The report noted this:\n\n Near-term in the fourth quarter of 2021, we note that equal-weighted cyclicals vs. defensives are very near the point at which P/E-driven S&P 500 corrections occur, and we see downside equating to the S&P 500 falling from 4,535 currently to ~4,000 (prior view 3,800), around a 10% correction in the fourth quarter as we see mid-cycle risks.\n\n\n Our target and concerns are based on slowing global liquidity and tighter financial conditions with a gradual but unwavering Fed exit (especially after the Fed Chair is named). Sure, the Fed-inflated TINA trade “There is No Alternative” (to stocks) exists, but everyone goes into the boxing ring “with a plan” to buy-the-dip…until they get hit with a double-digit correction.\n\n\n Looking out to mid-2022 through 2025, we observe that value vs. growth tracks the S&P 500 divided by commodity index ratio, which soared in 2020 (favored growth stocks), fell in 2021 (favors value) and may bounce in mid-2022 (after the S&P 500 corrects) favoring growth, post-dip. We also show that despite the Quantitative Easing taper the S&P 500 could hit 5,200 by Jun-2022 (TINA’s last gasp?). Moreover, we see no actual bear market, which would be a 20% or more decline until fed funds is 1% (4 rate hikes), which fed funds futures indicate does not occur until 2024.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":731,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875149789,"gmtCreate":1637627833204,"gmtModify":1637627833308,"author":{"id":"3582683299282085","authorId":"3582683299282085","name":"Jackson83","avatar":"https://static.tigerbbs.com/ce969b1f8784b26574135fd2b632c15f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582683299282085","idStr":"3582683299282085"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/875149789","repostId":"2185306806","repostType":4,"isVote":1,"tweetType":1,"viewCount":814,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":822960307,"gmtCreate":1634085317150,"gmtModify":1634085317341,"author":{"id":"3582683299282085","authorId":"3582683299282085","name":"Jackson83","avatar":"https://static.tigerbbs.com/ce969b1f8784b26574135fd2b632c15f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582683299282085","idStr":"3582683299282085"},"themes":[],"title":"","htmlText":"Like pls&nbsp;","listText":"Like pls&nbsp;","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/822960307","repostId":"1116686750","repostType":4,"repost":{"id":"1116686750","kind":"news","pubTimestamp":1634080775,"share":"https://www.laohunote.com/m/news/1116686750?lang=zh_CN&edition=full","pubTime":"2021-10-13 07:19","market":"hk","language":"en","title":"Hong Kong stock exchange delays morning trading session due to typhoon<blockquote>受台风影响，香港联交所推迟上午交易时段</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1116686750","media":"forexlive","summary":"HKEX says that with storm signal in effect the session is delayed.\nSecurities, derivates trade delay","content":"<p><div> HKEX says that with storm signal in effect the session is delayed. Securities, derivates trade delayed opening.</p><p><blockquote><div>港交所表示，由于风暴信号生效，交易时段被推迟。证券、衍生品交易延迟开市。</div></blockquote></p><p>  <a href=\"https://www.forexlive.com/news/!/hong-kong-stock-exchange-delays-morning-trading-session-due-to-typhoon-20211012\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.forexlive.com/news/!/hong-kong-stock-exchange-delays-morning-trading-session-due-to-typhoon-20211012\">网页连接</a></blockquote></p><p></p>","source":"lsy1623168602413","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>Hong Kong stock exchange delays morning trading session due to typhoon<blockquote>受台风影响，香港联交所推迟上午交易时段</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\">\nHong Kong stock exchange delays morning trading session due to typhoon<blockquote>受台风影响，香港联交所推迟上午交易时段</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">forexlive</strong><span class=\"h-time small\">2021-10-13 07:19</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> HKEX says that with storm signal in effect the session is delayed. Securities, derivates trade delayed opening.</p><p><blockquote><div>港交所表示，由于风暴信号生效，交易时段被推迟。证券、衍生品交易延迟开市。</div></blockquote></p><p>  <a href=\"https://www.forexlive.com/news/!/hong-kong-stock-exchange-delays-morning-trading-session-due-to-typhoon-20211012\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.forexlive.com/news/!/hong-kong-stock-exchange-delays-morning-trading-session-due-to-typhoon-20211012\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.forexlive.com/news/!/hong-kong-stock-exchange-delays-morning-trading-session-due-to-typhoon-20211012\">forexlive</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":{"HSTECH":"恒生科技指数","HSCCI":"红筹指数","HSI":"恒生指数","HSCEI":"国企指数"},"source_url":"https://www.forexlive.com/news/!/hong-kong-stock-exchange-delays-morning-trading-session-due-to-typhoon-20211012","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116686750","content_text":"HKEX says that with storm signal in effect the session is delayed.\nSecurities, derivates trade delayed opening.","news_type":1,"symbols_score_info":{"HSCCI":0.9,"HSCEI":0.9,"HSTECH":0.9,"HSI":0.9}},"isVote":1,"tweetType":1,"viewCount":698,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606369014,"gmtCreate":1638835583898,"gmtModify":1638835584133,"author":{"id":"3582683299282085","authorId":"3582683299282085","name":"Jackson83","avatar":"https://static.tigerbbs.com/ce969b1f8784b26574135fd2b632c15f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582683299282085","idStr":"3582683299282085"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/606369014","repostId":"2189686612","repostType":4,"isVote":1,"tweetType":1,"viewCount":4386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":867463814,"gmtCreate":1633308746977,"gmtModify":1633308747177,"author":{"id":"3582683299282085","authorId":"3582683299282085","name":"Jackson83","avatar":"https://static.tigerbbs.com/ce969b1f8784b26574135fd2b632c15f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582683299282085","idStr":"3582683299282085"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/867463814","repostId":"2172313961","repostType":4,"isVote":1,"tweetType":1,"viewCount":752,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":854470896,"gmtCreate":1635477289992,"gmtModify":1635477290246,"author":{"id":"3582683299282085","authorId":"3582683299282085","name":"Jackson83","avatar":"https://static.tigerbbs.com/ce969b1f8784b26574135fd2b632c15f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582683299282085","idStr":"3582683299282085"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/854470896","repostId":"1197599551","repostType":4,"repost":{"id":"1197599551","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":1635461289,"share":"https://www.laohunote.com/m/news/1197599551?lang=zh_CN&edition=full","pubTime":"2021-10-29 06:48","market":"us","language":"en","title":"Amazon badly misses on earnings and revenue, gives disappointing guidance<blockquote>亚马逊的盈利和收入严重低迷，给出的指引令人失望</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1197599551","media":"Tiger Newspress","summary":"Amazon shares dropped more than 4% in extended trading on Thursday after the company reported weaker","content":"<p>Amazon&nbsp;shares dropped more than 4% in extended trading on Thursday after the company&nbsp;reported&nbsp;weaker-than-expected results for the third quarter and delivered disappointing guidance for the critical holiday period.</p><p><blockquote>亚马逊股价在周四盘后交易中下跌超过 4%，此前该公司公布的第三季度业绩弱于预期，并为关键假期期间提供了令人失望的指引。</blockquote></p><p> <ul>  <li><b>Earnings:</b>$6.12 vs $8.92 per share expected, according to analysts surveyed by Refinitiv</li>  <li><b>Revenue:</b>$110.81 billion vs $111.6 billion expected, according to analysts surveyed by Refinitiv</li> </ul> <img src=\"https://static.tigerbbs.com/33b2c00e116cbf6cb68edeaf56f48177\" tg-width=\"847\" tg-height=\"621\" referrerpolicy=\"no-referrer\"></p><p><blockquote><ul><li><b>收益：</b>路孚特调查的分析师表示，预计每股股价为 6.12 美元，而预计为 8.92 美元</li><li><b>收入：</b>路孚特调查的分析师表示，1108.1 亿美元，而预期为 1116 亿美元</li></ul></blockquote></p><p> Amazon&nbsp;is reckoning with decelerating sales growth as consumers go back to physical stores and the company faces supply chain challenges. Revenue in the third quarter rose 15%, down from 37% growth in the same period a year ago.</p><p><blockquote>随着消费者重返实体店以及该公司面临供应链挑战，亚马逊正在考虑销售增长放缓。第三季度收入增长15%，低于去年同期37%的增长率。</blockquote></p><p> For the fourth quarter, Amazon forecast sales between $130 billion and $140 billion, representing growth between 4% and 12%. Analysts surveyed by FactSet were expecting revenue to rise 13.2% year-over-year to $142.1 billion.</p><p><blockquote>亚马逊预计第四季度销售额将在 1300 亿美元至 1400 亿美元之间，增长率在 4% 至 12% 之间。FactSet 调查的分析师预计收入将同比增长 13.2%，达到 1,421 亿美元。</blockquote></p><p> Amazon.com Inc&nbsp;on Thursday reported a slump in profit that it expects will continue through the holiday quarter, as higher wages and spending to attract workers diminish the company's windfall from online shopping.</p><p><blockquote>亚马逊周四报告称，由于工资上涨和吸引工人的支出减少了该公司网上购物带来的意外之财，预计利润下滑将持续到假日季度。</blockquote></p><p> After a year of blockbuster results, the world's largest online retailer is facing a tougher outlook. In a tight labor market, it has boosted average U.S. warehouse pay to $18 per hour and marketed ever bigger signing bonuses to attract blue-collar staff it needs to keep its high-turnover operation humming.</p><p><blockquote>在经历了一年的重磅业绩后，这家全球最大的在线零售商面临着更加严峻的前景。在劳动力市场紧张的情况下，该公司将美国仓库平均工资提高到每小时 18 美元，并推出了更高的签约奖金，以吸引维持高流动率运营所需的蓝领员工。</blockquote></p><p> The company meanwhile is contending with global supply chain disruptions. It has doubled its container processing ability, expanded its delivery service partner program and has ramped up its warehouse investments - all at a noteworthy cost.</p><p><blockquote>与此同时，该公司正在应对全球供应链中断。它将集装箱处理能力提高了一倍，扩大了交付服务合作伙伴计划，并增加了仓库投资——所有这些都付出了值得注意的代价。</blockquote></p><p> The company said it expects operating profit for the current quarter to be between $0 and $3.0 billion, short of $6.9 billion Amazon posted the year prior. In the just-ended third quarter, net income fell by about 50% to $3.16 billion, a first since the start of the coronavirus pandemic in the United States.</p><p><blockquote>该公司表示，预计本季度营业利润将在 0 至 30 亿美元之间，低于亚马逊上年公布的 69 亿美元。在刚刚结束的第三季度，净利润下降了约50%，至31.6亿美元，这是自美国冠状病毒大流行开始以来的首次。</blockquote></p><p> Andy Jassy, who took the helm of Amazon as CEO in July, said in a statement the company would incur several billion dollars of extra expenses in its consumer business to deal with higher shipping costs, increased wages and labor shortages.</p><p><blockquote>7 月份接任亚马逊首席执行官的安迪·贾西 (Andy Jassy) 在一份声明中表示，该公司将在消费者业务中产生数十亿美元的额外费用，以应对更高的运输成本、工资上涨和劳动力短缺。</blockquote></p><p> Amazon is \"doing whatever it takes to minimize the impact on customers and selling partners this holiday season,\" he said. \"It'll be expensive for us in the short term, but it's the right prioritization for our customers and partners.\"</p><p><blockquote>他说，亚马逊“正在尽一切努力尽量减少这个假期对客户和销售合作伙伴的影响”。“短期内这对我们来说会很昂贵，但对于我们的客户和合作伙伴来说，这是正确的优先事项。”</blockquote></p><p> The retailer has strived to prevent a repeat of the 2013 season when delays left some without presents on Christmas Day.</p><p><blockquote>该零售商一直在努力防止2013年的重演，当时延误导致一些人在圣诞节没有礼物。</blockquote></p><p> Retailers are facing supply constraints on everything from toys and Nike sneakers to laptops, making it difficult for them to stock their shelves.</p><p><blockquote>从玩具、耐克运动鞋到笔记本电脑，零售商都面临着供应限制，这使得他们很难在货架上进货。</blockquote></p><p> Supply chain woes are also costing Apple Inc&nbsp;- $6 billion in sales during the company's fiscal fourth quarter according to results released on Thursday. Apple Chief Executive Tim Cook said that the impact will be even worse during the holiday sales quarter.</p><p><blockquote>供应链困境也给苹果公司造成了损失——根据周四发布的业绩，该公司第四财季的销售额为 60 亿美元。苹果首席执行官蒂姆·库克表示，假日销售季度的影响将更加严重。</blockquote></p><p> Some analysts like Nicholas Hyett of Hargreaves Lansdown gave Amazon a pass, recognizing the company's track record of high spending to deliver for customers has paid off in the long run.</p><p><blockquote>哈格里夫斯·兰斯当 (Hargreaves Lansdown) 的尼古拉斯·海特 (Nicholas Hyett) 等一些分析师放弃了亚马逊，认识到该公司为客户送货的高额支出从长远来看已经得到了回报。</blockquote></p><p> \"Amazon has never been overly focused on the bottom line,\" Hyett said. \"That willingness to invest in what the group hopes will be long term success at the expense of short term profits is on display again in these results.\"</p><p><blockquote>“亚马逊从来没有过度关注利润，”海特说。“这些业绩再次表明，集团愿意以牺牲短期利润为代价来投资于长期成功。”</blockquote></p><p> <b>LABOR SHORTAGE</b></p><p><blockquote><b>劳动力短缺</b></blockquote></p><p> Guru Hariharan, a former Amazon manager who is now CEO of CommerceIQ, said out-of-stocks were at an all time high for the company.</p><p><blockquote>亚马逊前经理、现任 CommerceIQ 首席执行官古鲁·哈里哈兰 (Guru Hariharan) 表示，该公司的缺货情况处于历史最高水平。</blockquote></p><p> \"The online marketplace will need to continue to address fill rates to meet demand before the holiday shopping season,\" he said.</p><p><blockquote>“在线市场将需要继续解决填充率问题，以满足假日购物季之前的需求，”他说。</blockquote></p><p> Amazon CFO Brian Olsavsky said on a call with reporters that the labor shortage had been a challenge, leading to inconsistent staffing levels. Workers, not physical space, became its primary capacity constraint in the third quarter, he said.</p><p><blockquote>亚马逊首席财务官 Brian Olsavsky 在与记者举行的看涨期权上表示，劳动力短缺一直是一个挑战，导致人员配备水平不一致。他说，工人，而不是物理空间，成为第三季度的主要产能限制。</blockquote></p><p> And that has had a ripple effect.</p><p><blockquote>这产生了连锁反应。</blockquote></p><p> \"Inventory placement is frequently redirected to fulfillment centers that have labor to receive this product, which results in less optimal placement, which leads to longer and more expensive transportation routes,\" he said.</p><p><blockquote>“库存放置经常被重定向到有劳动力接收该产品的履行中心，这导致放置不太理想，从而导致运输路线更长、更昂贵，”他说。</blockquote></p><p> Amazon faced an extra $2 billion in costs from labor, inflation and operational disruptions, an amount that is supposed to rise to $4 billion in the current period, Olsavsky said.</p><p><blockquote>奥尔萨夫斯基表示，亚马逊面临着来自劳动力、通货膨胀和运营中断的额外 20 亿美元成本，预计本期这一数额将增至 40 亿美元。</blockquote></p><p> Staff are pushing for more, too. Around 2,000 workers in New York City petitioned this week for a vote on whether to make their warehouse the company's first unionized facility in the United States.</p><p><blockquote>员工们也在争取更多。纽约市约 2,000 名工人本周请愿，要求投票决定是否将他们的仓库作为该公司在美国的第一个工会工厂。</blockquote></p><p></p><p> To juice sales, the company began encouraging customers to shop holiday deals as early as Oct. 4 this year. Still, consumers have begun returning to pre-pandemic shopping levels, spending more on travel and services, Olsavsky said.</p><p><blockquote>为了促进果汁销售，该公司早在今年 10 月 4 日就开始鼓励顾客购买假日优惠。奥尔萨夫斯基说，尽管如此，消费者已经开始恢复到大流行前的购物水平，在旅行和服务上花费更多。</blockquote></p><p> The company forecast fourth-quarter sales to be between $130 billion and $140 billion. Analysts were expecting $142.05 billion, according to IBES data from Refinitiv. It missed expectations for third-quarter sales as well, witnessing its slowest growth since the COVID-19 outbreak.</p><p><blockquote>该公司预计第四季度销售额将在 1300 亿至 1400 亿美元之间。根据 Refinitiv 的 IBES 数据，分析师预计为 1,420.5 亿美元。该公司第三季度销售额也未达到预期，出现了自 COVID-19 爆发以来最慢的增长。</blockquote></p><p> Amazon's cloud computing division was a bright spot. Olsavsky said revenue growth re-accelerated for that business, and the company beat analysts' expectations with net sales of $16.1 billion in the quarter. Amazon Web Services has seen sales rise with demand for gaming and remote work during the pandemic.</p><p><blockquote>亚马逊的云计算部门是一个亮点。奥尔萨夫斯基表示，该业务的收入增长再次加速，该公司本季度净销售额达到 161 亿美元，超出了分析师的预期。疫情期间，随着游戏和远程工作的需求，亚马逊网络服务的销售额有所增长。</blockquote></p><p> Total net sales rose to $110.81 billion in the third quarter ended Sept. 30, from $96.15 billion, a year earlier.</p><p><blockquote>截至 9 月 30 日的第三季度，净销售总额从去年同期的 961.5 亿美元增至 1108.1 亿美元。</blockquote></p><p> Analysts had predicted $111.60 billion, according to IBES data from Refinitiv.</p><p><blockquote>根据 Refinitiv 的 IBES 数据，分析师此前预测为 1116.0 亿美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon badly misses on earnings and revenue, gives disappointing guidance<blockquote>亚马逊的盈利和收入严重低迷，给出的指引令人失望</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; 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}\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 badly misses on earnings and revenue, gives disappointing guidance<blockquote>亚马逊的盈利和收入严重低迷，给出的指引令人失望</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-10-29 06:48</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Amazon&nbsp;shares dropped more than 4% in extended trading on Thursday after the company&nbsp;reported&nbsp;weaker-than-expected results for the third quarter and delivered disappointing guidance for the critical holiday period.</p><p><blockquote>亚马逊股价在周四盘后交易中下跌超过 4%，此前该公司公布的第三季度业绩弱于预期，并为关键假期期间提供了令人失望的指引。</blockquote></p><p> <ul>  <li><b>Earnings:</b>$6.12 vs $8.92 per share expected, according to analysts surveyed by Refinitiv</li>  <li><b>Revenue:</b>$110.81 billion vs $111.6 billion expected, according to analysts surveyed by Refinitiv</li> </ul> <img src=\"https://static.tigerbbs.com/33b2c00e116cbf6cb68edeaf56f48177\" tg-width=\"847\" tg-height=\"621\" referrerpolicy=\"no-referrer\"></p><p><blockquote><ul><li><b>收益：</b>路孚特调查的分析师表示，预计每股股价为 6.12 美元，而预计为 8.92 美元</li><li><b>收入：</b>路孚特调查的分析师表示，1108.1 亿美元，而预期为 1116 亿美元</li></ul></blockquote></p><p> Amazon&nbsp;is reckoning with decelerating sales growth as consumers go back to physical stores and the company faces supply chain challenges. Revenue in the third quarter rose 15%, down from 37% growth in the same period a year ago.</p><p><blockquote>随着消费者重返实体店以及该公司面临供应链挑战，亚马逊正在考虑销售增长放缓。第三季度收入增长15%，低于去年同期37%的增长率。</blockquote></p><p> For the fourth quarter, Amazon forecast sales between $130 billion and $140 billion, representing growth between 4% and 12%. Analysts surveyed by FactSet were expecting revenue to rise 13.2% year-over-year to $142.1 billion.</p><p><blockquote>亚马逊预计第四季度销售额将在 1300 亿美元至 1400 亿美元之间，增长率在 4% 至 12% 之间。FactSet 调查的分析师预计收入将同比增长 13.2%，达到 1,421 亿美元。</blockquote></p><p> Amazon.com Inc&nbsp;on Thursday reported a slump in profit that it expects will continue through the holiday quarter, as higher wages and spending to attract workers diminish the company's windfall from online shopping.</p><p><blockquote>亚马逊周四报告称，由于工资上涨和吸引工人的支出减少了该公司网上购物带来的意外之财，预计利润下滑将持续到假日季度。</blockquote></p><p> After a year of blockbuster results, the world's largest online retailer is facing a tougher outlook. In a tight labor market, it has boosted average U.S. warehouse pay to $18 per hour and marketed ever bigger signing bonuses to attract blue-collar staff it needs to keep its high-turnover operation humming.</p><p><blockquote>在经历了一年的重磅业绩后，这家全球最大的在线零售商面临着更加严峻的前景。在劳动力市场紧张的情况下，该公司将美国仓库平均工资提高到每小时 18 美元，并推出了更高的签约奖金，以吸引维持高流动率运营所需的蓝领员工。</blockquote></p><p> The company meanwhile is contending with global supply chain disruptions. It has doubled its container processing ability, expanded its delivery service partner program and has ramped up its warehouse investments - all at a noteworthy cost.</p><p><blockquote>与此同时，该公司正在应对全球供应链中断。它将集装箱处理能力提高了一倍，扩大了交付服务合作伙伴计划，并增加了仓库投资——所有这些都付出了值得注意的代价。</blockquote></p><p> The company said it expects operating profit for the current quarter to be between $0 and $3.0 billion, short of $6.9 billion Amazon posted the year prior. In the just-ended third quarter, net income fell by about 50% to $3.16 billion, a first since the start of the coronavirus pandemic in the United States.</p><p><blockquote>该公司表示，预计本季度营业利润将在 0 至 30 亿美元之间，低于亚马逊上年公布的 69 亿美元。在刚刚结束的第三季度，净利润下降了约50%，至31.6亿美元，这是自美国冠状病毒大流行开始以来的首次。</blockquote></p><p> Andy Jassy, who took the helm of Amazon as CEO in July, said in a statement the company would incur several billion dollars of extra expenses in its consumer business to deal with higher shipping costs, increased wages and labor shortages.</p><p><blockquote>7 月份接任亚马逊首席执行官的安迪·贾西 (Andy Jassy) 在一份声明中表示，该公司将在消费者业务中产生数十亿美元的额外费用，以应对更高的运输成本、工资上涨和劳动力短缺。</blockquote></p><p> Amazon is \"doing whatever it takes to minimize the impact on customers and selling partners this holiday season,\" he said. \"It'll be expensive for us in the short term, but it's the right prioritization for our customers and partners.\"</p><p><blockquote>他说，亚马逊“正在尽一切努力尽量减少这个假期对客户和销售合作伙伴的影响”。“短期内这对我们来说会很昂贵，但对于我们的客户和合作伙伴来说，这是正确的优先事项。”</blockquote></p><p> The retailer has strived to prevent a repeat of the 2013 season when delays left some without presents on Christmas Day.</p><p><blockquote>该零售商一直在努力防止2013年的重演，当时延误导致一些人在圣诞节没有礼物。</blockquote></p><p> Retailers are facing supply constraints on everything from toys and Nike sneakers to laptops, making it difficult for them to stock their shelves.</p><p><blockquote>从玩具、耐克运动鞋到笔记本电脑，零售商都面临着供应限制，这使得他们很难在货架上进货。</blockquote></p><p> Supply chain woes are also costing Apple Inc&nbsp;- $6 billion in sales during the company's fiscal fourth quarter according to results released on Thursday. Apple Chief Executive Tim Cook said that the impact will be even worse during the holiday sales quarter.</p><p><blockquote>供应链困境也给苹果公司造成了损失——根据周四发布的业绩，该公司第四财季的销售额为 60 亿美元。苹果首席执行官蒂姆·库克表示，假日销售季度的影响将更加严重。</blockquote></p><p> Some analysts like Nicholas Hyett of Hargreaves Lansdown gave Amazon a pass, recognizing the company's track record of high spending to deliver for customers has paid off in the long run.</p><p><blockquote>哈格里夫斯·兰斯当 (Hargreaves Lansdown) 的尼古拉斯·海特 (Nicholas Hyett) 等一些分析师放弃了亚马逊，认识到该公司为客户送货的高额支出从长远来看已经得到了回报。</blockquote></p><p> \"Amazon has never been overly focused on the bottom line,\" Hyett said. \"That willingness to invest in what the group hopes will be long term success at the expense of short term profits is on display again in these results.\"</p><p><blockquote>“亚马逊从来没有过度关注利润，”海特说。“这些业绩再次表明，集团愿意以牺牲短期利润为代价来投资于长期成功。”</blockquote></p><p> <b>LABOR SHORTAGE</b></p><p><blockquote><b>劳动力短缺</b></blockquote></p><p> Guru Hariharan, a former Amazon manager who is now CEO of CommerceIQ, said out-of-stocks were at an all time high for the company.</p><p><blockquote>亚马逊前经理、现任 CommerceIQ 首席执行官古鲁·哈里哈兰 (Guru Hariharan) 表示，该公司的缺货情况处于历史最高水平。</blockquote></p><p> \"The online marketplace will need to continue to address fill rates to meet demand before the holiday shopping season,\" he said.</p><p><blockquote>“在线市场将需要继续解决填充率问题，以满足假日购物季之前的需求，”他说。</blockquote></p><p> Amazon CFO Brian Olsavsky said on a call with reporters that the labor shortage had been a challenge, leading to inconsistent staffing levels. Workers, not physical space, became its primary capacity constraint in the third quarter, he said.</p><p><blockquote>亚马逊首席财务官 Brian Olsavsky 在与记者举行的看涨期权上表示，劳动力短缺一直是一个挑战，导致人员配备水平不一致。他说，工人，而不是物理空间，成为第三季度的主要产能限制。</blockquote></p><p> And that has had a ripple effect.</p><p><blockquote>这产生了连锁反应。</blockquote></p><p> \"Inventory placement is frequently redirected to fulfillment centers that have labor to receive this product, which results in less optimal placement, which leads to longer and more expensive transportation routes,\" he said.</p><p><blockquote>“库存放置经常被重定向到有劳动力接收该产品的履行中心，这导致放置不太理想，从而导致运输路线更长、更昂贵，”他说。</blockquote></p><p> Amazon faced an extra $2 billion in costs from labor, inflation and operational disruptions, an amount that is supposed to rise to $4 billion in the current period, Olsavsky said.</p><p><blockquote>奥尔萨夫斯基表示，亚马逊面临着来自劳动力、通货膨胀和运营中断的额外 20 亿美元成本，预计本期这一数额将增至 40 亿美元。</blockquote></p><p> Staff are pushing for more, too. Around 2,000 workers in New York City petitioned this week for a vote on whether to make their warehouse the company's first unionized facility in the United States.</p><p><blockquote>员工们也在争取更多。纽约市约 2,000 名工人本周请愿，要求投票决定是否将他们的仓库作为该公司在美国的第一个工会工厂。</blockquote></p><p></p><p> To juice sales, the company began encouraging customers to shop holiday deals as early as Oct. 4 this year. Still, consumers have begun returning to pre-pandemic shopping levels, spending more on travel and services, Olsavsky said.</p><p><blockquote>为了促进果汁销售，该公司早在今年 10 月 4 日就开始鼓励顾客购买假日优惠。奥尔萨夫斯基说，尽管如此，消费者已经开始恢复到大流行前的购物水平，在旅行和服务上花费更多。</blockquote></p><p> The company forecast fourth-quarter sales to be between $130 billion and $140 billion. Analysts were expecting $142.05 billion, according to IBES data from Refinitiv. It missed expectations for third-quarter sales as well, witnessing its slowest growth since the COVID-19 outbreak.</p><p><blockquote>该公司预计第四季度销售额将在 1300 亿至 1400 亿美元之间。根据 Refinitiv 的 IBES 数据，分析师预计为 1,420.5 亿美元。该公司第三季度销售额也未达到预期，出现了自 COVID-19 爆发以来最慢的增长。</blockquote></p><p> Amazon's cloud computing division was a bright spot. Olsavsky said revenue growth re-accelerated for that business, and the company beat analysts' expectations with net sales of $16.1 billion in the quarter. Amazon Web Services has seen sales rise with demand for gaming and remote work during the pandemic.</p><p><blockquote>亚马逊的云计算部门是一个亮点。奥尔萨夫斯基表示，该业务的收入增长再次加速，该公司本季度净销售额达到 161 亿美元，超出了分析师的预期。疫情期间，随着游戏和远程工作的需求，亚马逊网络服务的销售额有所增长。</blockquote></p><p> Total net sales rose to $110.81 billion in the third quarter ended Sept. 30, from $96.15 billion, a year earlier.</p><p><blockquote>截至 9 月 30 日的第三季度，净销售总额从去年同期的 961.5 亿美元增至 1108.1 亿美元。</blockquote></p><p> Analysts had predicted $111.60 billion, according to IBES data from Refinitiv.</p><p><blockquote>根据 Refinitiv 的 IBES 数据，分析师此前预测为 1116.0 亿美元。</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":"1197599551","content_text":"Amazon shares dropped more than 4% in extended trading on Thursday after the company reported weaker-than-expected results for the third quarter and delivered disappointing guidance for the critical holiday period.\n\nEarnings:$6.12 vs $8.92 per share expected, according to analysts surveyed by Refinitiv\nRevenue:$110.81 billion vs $111.6 billion expected, according to analysts surveyed by Refinitiv\n\n\nAmazon is reckoning with decelerating sales growth as consumers go back to physical stores and the company faces supply chain challenges. Revenue in the third quarter rose 15%, down from 37% growth in the same period a year ago.\nFor the fourth quarter, Amazon forecast sales between $130 billion and $140 billion, representing growth between 4% and 12%. Analysts surveyed by FactSet were expecting revenue to rise 13.2% year-over-year to $142.1 billion.\nAmazon.com Inc on Thursday reported a slump in profit that it expects will continue through the holiday quarter, as higher wages and spending to attract workers diminish the company's windfall from online shopping.\nAfter a year of blockbuster results, the world's largest online retailer is facing a tougher outlook. In a tight labor market, it has boosted average U.S. warehouse pay to $18 per hour and marketed ever bigger signing bonuses to attract blue-collar staff it needs to keep its high-turnover operation humming.\nThe company meanwhile is contending with global supply chain disruptions. It has doubled its container processing ability, expanded its delivery service partner program and has ramped up its warehouse investments - all at a noteworthy cost.\nThe company said it expects operating profit for the current quarter to be between $0 and $3.0 billion, short of $6.9 billion Amazon posted the year prior. In the just-ended third quarter, net income fell by about 50% to $3.16 billion, a first since the start of the coronavirus pandemic in the United States.\nAndy Jassy, who took the helm of Amazon as CEO in July, said in a statement the company would incur several billion dollars of extra expenses in its consumer business to deal with higher shipping costs, increased wages and labor shortages.\nAmazon is \"doing whatever it takes to minimize the impact on customers and selling partners this holiday season,\" he said. \"It'll be expensive for us in the short term, but it's the right prioritization for our customers and partners.\"\nThe retailer has strived to prevent a repeat of the 2013 season when delays left some without presents on Christmas Day.\nRetailers are facing supply constraints on everything from toys and Nike sneakers to laptops, making it difficult for them to stock their shelves.\nSupply chain woes are also costing Apple Inc - $6 billion in sales during the company's fiscal fourth quarter according to results released on Thursday. Apple Chief Executive Tim Cook said that the impact will be even worse during the holiday sales quarter.\nSome analysts like Nicholas Hyett of Hargreaves Lansdown gave Amazon a pass, recognizing the company's track record of high spending to deliver for customers has paid off in the long run.\n\"Amazon has never been overly focused on the bottom line,\" Hyett said. \"That willingness to invest in what the group hopes will be long term success at the expense of short term profits is on display again in these results.\"\nLABOR SHORTAGE\nGuru Hariharan, a former Amazon manager who is now CEO of CommerceIQ, said out-of-stocks were at an all time high for the company.\n\"The online marketplace will need to continue to address fill rates to meet demand before the holiday shopping season,\" he said.\nAmazon CFO Brian Olsavsky said on a call with reporters that the labor shortage had been a challenge, leading to inconsistent staffing levels. Workers, not physical space, became its primary capacity constraint in the third quarter, he said.\nAnd that has had a ripple effect.\n\"Inventory placement is frequently redirected to fulfillment centers that have labor to receive this product, which results in less optimal placement, which leads to longer and more expensive transportation routes,\" he said.\nAmazon faced an extra $2 billion in costs from labor, inflation and operational disruptions, an amount that is supposed to rise to $4 billion in the current period, Olsavsky said.\nStaff are pushing for more, too. Around 2,000 workers in New York City petitioned this week for a vote on whether to make their warehouse the company's first unionized facility in the United States.\nTo juice sales, the company began encouraging customers to shop holiday deals as early as Oct. 4 this year. Still, consumers have begun returning to pre-pandemic shopping levels, spending more on travel and services, Olsavsky said.\nThe company forecast fourth-quarter sales to be between $130 billion and $140 billion. Analysts were expecting $142.05 billion, according to IBES data from Refinitiv. It missed expectations for third-quarter sales as well, witnessing its slowest growth since the COVID-19 outbreak.\nAmazon's cloud computing division was a bright spot. Olsavsky said revenue growth re-accelerated for that business, and the company beat analysts' expectations with net sales of $16.1 billion in the quarter. Amazon Web Services has seen sales rise with demand for gaming and remote work during the pandemic.\nTotal net sales rose to $110.81 billion in the third quarter ended Sept. 30, from $96.15 billion, a year earlier.\nAnalysts had predicted $111.60 billion, according to IBES data from Refinitiv.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":655,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}