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Eric2166
2021-12-28
Great 👍
昨夜今晨:欧美股市涨嗨了!苹果冲击3万亿美元市值大关
Eric2166
2021-12-06
Ok
外媒头条:高盛最新预测!再度下调美国GDP预期
Eric2166
2021-11-13
Good
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Eric2166
2021-10-22
Great 👍
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Eric2166
2021-10-21
Nice
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Eric2166
2021-09-12
ok
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Eric2166
2021-09-08
Ok
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Eric2166
2021-09-03
sad 😭
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Eric2166
2021-09-03
Good
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Eric2166
2021-09-01
Yes 🥰
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Eric2166
2021-09-01
Ok
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Eric2166
2021-09-01
Up all the way[微笑]
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Eric2166
2021-08-31
Good
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Eric2166
2021-08-30
hope so 🙂
This Unloved Tech Stock Could Make You Rich One Day<blockquote>这只不受欢迎的科技股有一天会让你变得富有</blockquote>
Eric2166
2021-08-27
[捂脸] [看跌]
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Eric2166
2021-08-26
up all the way.[开心] [得意]
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Eric2166
2021-08-25
Nice
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Eric2166
2021-08-24
done
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Eric2166
2021-08-23
Good
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Eric2166
2021-08-17
Hi
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👍","listText":"Great 👍","text":"Great 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696896755","repostId":"1108303862","repostType":2,"repost":{"id":"1108303862","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1640650339,"share":"https://www.laohu8.com/m/news/1108303862?lang=zh_CN&edition=full","pubTime":"2021-12-28 08:12","market":"us","language":"zh","title":"昨夜今晨:欧美股市涨嗨了!苹果冲击3万亿美元市值大关","url":"https://stock-news.laohu8.com/highlight/detail?id=1108303862","media":"老虎资讯综合","summary":"摘要:①美股四连涨,纳指涨1.39%,新能源汽车股集体走强,特斯拉涨2.5%;②投资者愿购买被认为有风险的资产,美油收高2.4%;③食品价格将全面上涨,美国通胀压力难以消退。\n\n海外市场\n1、道指收涨","content":"<blockquote>\n 摘要:①美股四连涨,纳指涨1.39%,新能源汽车股集体走强,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨2.5%;②投资者愿购买被认为有风险的资产,美油收高2.4%;③食品价格将全面上涨,美国通胀压力难以消退。\n</blockquote>\n<p>海外市场</p>\n<p>1、道指收涨350点 标普指数创纪录新高</p>\n<p>美股三大指数连续第四个交易日收涨,道指涨0.98%,标普500指数涨1.38%,纳指涨1.39%,其中标普500指数年内第69次收创历史新高。</p>\n<p>圣诞节和元旦之间的一周企业面消息平静,没有大公司计划公布财报或召开分析师会议。</p>\n<p>除了美国房地产市场的一些报告外,经济数据也将较清淡。</p>\n<p>分析称,由于缺乏流动性,市场波动在节假日期间会被放大。在许多交易者退出场外的情况下,由于交易对象较少,人们愿意买卖的价格可能会更高或更低。</p>\n<p>新能源汽车股集体走高,特斯拉涨2.52%,Rivian大涨10.58%,Lucid涨2.66%。</p>\n<p>2、热门中概股普遍下跌 <a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌超2%</p>\n<p>热门中概股普遍下跌,哔哩哔哩跌2.88%,<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>跌6.52%,<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>跌5.36%;</p>\n<p>其他中概股方面,微博涨1.08%,雾芯科技涨1.22%。造车新势力齐跌,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌0.04%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌1.71%,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌1.83%。</p>\n<p>3、欧股主要指数上涨 英国股市圣诞节假期休市</p>\n<p>欧洲时间周一,欧股主要指数上涨,截止收盘,德国DAX30指数涨0.50%;法国CAC40指数涨0.76%。英国股市因圣诞节假期休市。</p>\n<p>4、投资者愿购买被认为有风险的资产 美油收高2.4%</p>\n<p>尽管人们担心奥密克戎变异毒株在美国迅速大规模传播,但投资者似乎愿意购买被认为有风险的资产,使油价依然得到支撑。</p>\n<p>5、黄金期货周一收跌0.2% 守住1800美元关口</p>\n<p>进入2021年的最后一周,黄金期货周一收跌,结束了此前连续三个交易日上涨的行情,但成功守住了重要的心理价位1800美元。</p>\n<p>上周五纽约商品交易所因圣诞节休市。</p>\n<p>在因节假日缩短交易的一周内,黄金期货价格累计上涨0.4%,创11月19日以来的最高收盘价。据FactSet 数据,今年迄今黄金期货下跌了4.6%。</p>\n<p>6、土耳其里拉结束五连涨 埃尔多安的保证看似不管用</p>\n<p>土耳其里拉结束连续五天的上涨行情,虽然当局在一周前出台旨在遏制里拉下跌的措施并信誓旦旦说里拉走势坚挺,但投资者并不买账。</p>\n<p>伊斯坦布尔时间下午6:37,里拉兑美元下跌7.2%至1美元兑11.4665里拉,稍早一度跌至11.5831里拉。今年以来,里拉贬值幅度超过35%,是2021年跌幅最大的新兴市场货币。</p>\n<p>上周五,土耳其总统埃尔多安表示,在采取多项措施支持里拉,包括推出新工具来保护里拉存款持有人后,里拉币值将“逐步”稳定。央行的数据也表明,当局一直在干预外汇市场,里拉上周上涨54%,扭转了前周下跌15%的势头。</p>\n<p>国际宏观</p>\n<p>1、拜登表示没有联邦解决方案 需要在州一级解决新冠激增问题</p>\n<p>美国总统拜登总统承诺帮助那些在omicron变体中苦苦挣扎的州长,但承认各州需要带头控制大流行。</p>\n<p>拜登在与美国一些州长会面之前说,“没有联邦解决方案。这(需要)在州一级得到解决。”</p>\n<p>2、食品价格将全面上涨 美国通胀压力难以消退</p>\n<p>美国许多食品制造商表示,计划在2022年提高从通心粉和奶酪零食等一系列食品的价格,消费者将继续面对物价上涨的情况。</p>\n<p>食品杂货经销商和零售商SpartanNash的首席执行官Tony Sarsam表示,食品价格全部都在上涨,<a href=\"https://laohu8.com/S/000061\">农产品</a>、奶制品以及面包和果汁等食品明年将会变得更加昂贵。</p>\n<p>3、美国因新冠肺炎的儿童住院率迅速增长</p>\n<p>根据美国疾病控制与预防中心(CDC)和美国卫生与公众服务部(HHS)的数据。</p>\n<p>在截至12月24日的一周内,美国平均每天有262名儿童因新冠肺炎住院接受治疗,住院人数比一周前增加了近35%,比8月底至9月初有342名儿童在医院就诊的峰值平均值仅低23%。</p>\n<p>4、冬季风暴叠加新冠疫情 美国大批航班取消的情况延续到周一</p>\n<p>圣诞节周末打乱美国人出行计划的航班取消问题延续到周一,在航空公司本就因新冠肺炎病例激增而人手不足的情况下,冬季风暴更是令他们雪上加霜。</p>\n<p>5、日本启动首批原油抛储招标 强调密切盯市伺机再出手</p>\n<p>在2021年的最后一周,日本政府终于出手,加入了全球抛售原油储备的队伍。</p>\n<p>根据媒体报道,日本经济产业省发布了一份提供储备阿曼原油的政府招标文件,目前这些原油储存在九州志布志市,预定的交付日期为明年三月至六月。</p>\n<p>政府官员接受媒体采访时表示,这一举措也是日本协同其他原油消费国的抛储计划的一部分,后续将会有更多的动作。</p>\n<p>6、美国纽约市私营企业员工新冠疫苗强制令生效</p>\n<p>美国纽约市对私营企业雇员的新冠疫苗强制令正式生效。从27日起,该市所有私营企业必须要求所有员工提供新冠疫苗接种证明,并准备好文件供市政官员检查。</p>\n<p>在纽约市报告了首例新冠变异病毒奥密克戎毒株感染病例后,纽约市市长比尔·德布拉<a href=\"https://laohu8.com/S/SIAL\">西奥</a>(Bill de Blasio)于12月6日宣布了该疫苗强制令。据悉,该疫苗强制令将影响纽约市总计18.5万家企业,不遵守该规定的企业将面临最低1000美元的罚款。</p>\n<p>7、德国累计确诊超700万、死亡11万 多州收紧防疫措施</p>\n<p>德国疾控机构27日公布的数据显示,该国累计确诊感染新冠病毒病例数已突破七百万,因感染新冠死亡的人数则已于日前突破十一万。当天,德国巴符州、下萨克森州等多州宣布开始实施限制人际接触等较此前更为严厉的防疫措施。</p>\n<p>8、英国援助组织:2021年十大气象灾害造成1700亿损失,最严重为飓风“艾达”</p>\n<p>一家英国援助组织当天发布报告称,气象灾害今年给全球造成巨大损失。具体而言,今年破坏最严重的十大气象灾害共计造成1700多亿美元损失,比去年破坏最严重的10起气象灾害所造成的损失高出200亿美元。</p>\n<p>市场观点</p>\n<p>公司新闻</p>\n<p>1、<a href=\"https://laohu8.com/NW/2194078091\" target=\"_blank\">谷歌A年内大涨近七成 其他大型科技股只能“望其项背”</a></p>\n<p>从股价来看,<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>(母公司Alphabet即将录得其自2009年以来最好的一年,并即将成为2021年表现最好的大型科技股。</p>\n<p>根据Refinitiv调查,谷歌全年收入预计将攀升39%,达到2540亿美元,势将录得自2007年以来的最大营收增长。</p>\n<p>2、<a href=\"https://laohu8.com/NW/2194071541\" target=\"_blank\">困于利润下降及盗窃案激增 美国大型零售连锁店开始闭店</a></p>\n<p>美国几家大型零售商宣布关闭多个城市的门店,理由有很多,从不断变化的消费者态度和未来的健康需求到犯罪率飙升的问题。</p>\n<p>多家零售商开始转向电子商务以提高利润。CVS Health 在 11 月宣布,它计划关闭其近 10000 家门店中的约 9%,并在未来三年内每年进一步关闭 300 家门店。Rite Aid 还表示将关闭 63 家门店,以降低成本并提高利润。 CVS特别指出,大多数客户转向数字偏好促使公司重新考虑其实体存在。</p>\n<p>3、<a href=\"https://laohu8.com/NW/2194297488\" target=\"_blank\">苹果关闭所有纽约零售店 避免线下聚集</a></p>\n<p>苹果现在决定关闭纽约市的所有门店。</p>\n<p>此前,由于新冠肺炎在员工中传播,苹果关闭了亚特兰大、休斯顿和新罕布什尔等地的7家门店。</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>昨夜今晨:欧美股市涨嗨了!苹果冲击3万亿美元市值大关</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n昨夜今晨:欧美股市涨嗨了!苹果冲击3万亿美元市值大关\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\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\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-12-28 08:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 摘要:①美股四连涨,纳指涨1.39%,新能源汽车股集体走强,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨2.5%;②投资者愿购买被认为有风险的资产,美油收高2.4%;③食品价格将全面上涨,美国通胀压力难以消退。\n</blockquote>\n<p>海外市场</p>\n<p>1、道指收涨350点 标普指数创纪录新高</p>\n<p>美股三大指数连续第四个交易日收涨,道指涨0.98%,标普500指数涨1.38%,纳指涨1.39%,其中标普500指数年内第69次收创历史新高。</p>\n<p>圣诞节和元旦之间的一周企业面消息平静,没有大公司计划公布财报或召开分析师会议。</p>\n<p>除了美国房地产市场的一些报告外,经济数据也将较清淡。</p>\n<p>分析称,由于缺乏流动性,市场波动在节假日期间会被放大。在许多交易者退出场外的情况下,由于交易对象较少,人们愿意买卖的价格可能会更高或更低。</p>\n<p>新能源汽车股集体走高,特斯拉涨2.52%,Rivian大涨10.58%,Lucid涨2.66%。</p>\n<p>2、热门中概股普遍下跌 <a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌超2%</p>\n<p>热门中概股普遍下跌,哔哩哔哩跌2.88%,<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>跌6.52%,<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>跌5.36%;</p>\n<p>其他中概股方面,微博涨1.08%,雾芯科技涨1.22%。造车新势力齐跌,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌0.04%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌1.71%,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌1.83%。</p>\n<p>3、欧股主要指数上涨 英国股市圣诞节假期休市</p>\n<p>欧洲时间周一,欧股主要指数上涨,截止收盘,德国DAX30指数涨0.50%;法国CAC40指数涨0.76%。英国股市因圣诞节假期休市。</p>\n<p>4、投资者愿购买被认为有风险的资产 美油收高2.4%</p>\n<p>尽管人们担心奥密克戎变异毒株在美国迅速大规模传播,但投资者似乎愿意购买被认为有风险的资产,使油价依然得到支撑。</p>\n<p>5、黄金期货周一收跌0.2% 守住1800美元关口</p>\n<p>进入2021年的最后一周,黄金期货周一收跌,结束了此前连续三个交易日上涨的行情,但成功守住了重要的心理价位1800美元。</p>\n<p>上周五纽约商品交易所因圣诞节休市。</p>\n<p>在因节假日缩短交易的一周内,黄金期货价格累计上涨0.4%,创11月19日以来的最高收盘价。据FactSet 数据,今年迄今黄金期货下跌了4.6%。</p>\n<p>6、土耳其里拉结束五连涨 埃尔多安的保证看似不管用</p>\n<p>土耳其里拉结束连续五天的上涨行情,虽然当局在一周前出台旨在遏制里拉下跌的措施并信誓旦旦说里拉走势坚挺,但投资者并不买账。</p>\n<p>伊斯坦布尔时间下午6:37,里拉兑美元下跌7.2%至1美元兑11.4665里拉,稍早一度跌至11.5831里拉。今年以来,里拉贬值幅度超过35%,是2021年跌幅最大的新兴市场货币。</p>\n<p>上周五,土耳其总统埃尔多安表示,在采取多项措施支持里拉,包括推出新工具来保护里拉存款持有人后,里拉币值将“逐步”稳定。央行的数据也表明,当局一直在干预外汇市场,里拉上周上涨54%,扭转了前周下跌15%的势头。</p>\n<p>国际宏观</p>\n<p>1、拜登表示没有联邦解决方案 需要在州一级解决新冠激增问题</p>\n<p>美国总统拜登总统承诺帮助那些在omicron变体中苦苦挣扎的州长,但承认各州需要带头控制大流行。</p>\n<p>拜登在与美国一些州长会面之前说,“没有联邦解决方案。这(需要)在州一级得到解决。”</p>\n<p>2、食品价格将全面上涨 美国通胀压力难以消退</p>\n<p>美国许多食品制造商表示,计划在2022年提高从通心粉和奶酪零食等一系列食品的价格,消费者将继续面对物价上涨的情况。</p>\n<p>食品杂货经销商和零售商SpartanNash的首席执行官Tony Sarsam表示,食品价格全部都在上涨,<a href=\"https://laohu8.com/S/000061\">农产品</a>、奶制品以及面包和果汁等食品明年将会变得更加昂贵。</p>\n<p>3、美国因新冠肺炎的儿童住院率迅速增长</p>\n<p>根据美国疾病控制与预防中心(CDC)和美国卫生与公众服务部(HHS)的数据。</p>\n<p>在截至12月24日的一周内,美国平均每天有262名儿童因新冠肺炎住院接受治疗,住院人数比一周前增加了近35%,比8月底至9月初有342名儿童在医院就诊的峰值平均值仅低23%。</p>\n<p>4、冬季风暴叠加新冠疫情 美国大批航班取消的情况延续到周一</p>\n<p>圣诞节周末打乱美国人出行计划的航班取消问题延续到周一,在航空公司本就因新冠肺炎病例激增而人手不足的情况下,冬季风暴更是令他们雪上加霜。</p>\n<p>5、日本启动首批原油抛储招标 强调密切盯市伺机再出手</p>\n<p>在2021年的最后一周,日本政府终于出手,加入了全球抛售原油储备的队伍。</p>\n<p>根据媒体报道,日本经济产业省发布了一份提供储备阿曼原油的政府招标文件,目前这些原油储存在九州志布志市,预定的交付日期为明年三月至六月。</p>\n<p>政府官员接受媒体采访时表示,这一举措也是日本协同其他原油消费国的抛储计划的一部分,后续将会有更多的动作。</p>\n<p>6、美国纽约市私营企业员工新冠疫苗强制令生效</p>\n<p>美国纽约市对私营企业雇员的新冠疫苗强制令正式生效。从27日起,该市所有私营企业必须要求所有员工提供新冠疫苗接种证明,并准备好文件供市政官员检查。</p>\n<p>在纽约市报告了首例新冠变异病毒奥密克戎毒株感染病例后,纽约市市长比尔·德布拉<a href=\"https://laohu8.com/S/SIAL\">西奥</a>(Bill de Blasio)于12月6日宣布了该疫苗强制令。据悉,该疫苗强制令将影响纽约市总计18.5万家企业,不遵守该规定的企业将面临最低1000美元的罚款。</p>\n<p>7、德国累计确诊超700万、死亡11万 多州收紧防疫措施</p>\n<p>德国疾控机构27日公布的数据显示,该国累计确诊感染新冠病毒病例数已突破七百万,因感染新冠死亡的人数则已于日前突破十一万。当天,德国巴符州、下萨克森州等多州宣布开始实施限制人际接触等较此前更为严厉的防疫措施。</p>\n<p>8、英国援助组织:2021年十大气象灾害造成1700亿损失,最严重为飓风“艾达”</p>\n<p>一家英国援助组织当天发布报告称,气象灾害今年给全球造成巨大损失。具体而言,今年破坏最严重的十大气象灾害共计造成1700多亿美元损失,比去年破坏最严重的10起气象灾害所造成的损失高出200亿美元。</p>\n<p>市场观点</p>\n<p>公司新闻</p>\n<p>1、<a href=\"https://laohu8.com/NW/2194078091\" target=\"_blank\">谷歌A年内大涨近七成 其他大型科技股只能“望其项背”</a></p>\n<p>从股价来看,<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>(母公司Alphabet即将录得其自2009年以来最好的一年,并即将成为2021年表现最好的大型科技股。</p>\n<p>根据Refinitiv调查,谷歌全年收入预计将攀升39%,达到2540亿美元,势将录得自2007年以来的最大营收增长。</p>\n<p>2、<a href=\"https://laohu8.com/NW/2194071541\" target=\"_blank\">困于利润下降及盗窃案激增 美国大型零售连锁店开始闭店</a></p>\n<p>美国几家大型零售商宣布关闭多个城市的门店,理由有很多,从不断变化的消费者态度和未来的健康需求到犯罪率飙升的问题。</p>\n<p>多家零售商开始转向电子商务以提高利润。CVS Health 在 11 月宣布,它计划关闭其近 10000 家门店中的约 9%,并在未来三年内每年进一步关闭 300 家门店。Rite Aid 还表示将关闭 63 家门店,以降低成本并提高利润。 CVS特别指出,大多数客户转向数字偏好促使公司重新考虑其实体存在。</p>\n<p>3、<a href=\"https://laohu8.com/NW/2194297488\" target=\"_blank\">苹果关闭所有纽约零售店 避免线下聚集</a></p>\n<p>苹果现在决定关闭纽约市的所有门店。</p>\n<p>此前,由于新冠肺炎在员工中传播,苹果关闭了亚特兰大、休斯顿和新罕布什尔等地的7家门店。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"BK4559":"巴菲特持仓",".SPX":"S&P 500 Index","BK4527":"明星科技股","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4553":"喜马拉雅资本持仓","BK4501":"段永平概念",".IXIC":"NASDAQ Composite","BK4566":"资本集团","BK4550":"红杉资本持仓","BK4554":"元宇宙及AR概念","AAPL":"苹果",".DJI":"道琼斯","BK4170":"电脑硬件、储存设备及电脑周边","BK4507":"流媒体概念","BK4505":"高瓴资本持仓","BK4534":"瑞士信贷持仓","BK4532":"文艺复兴科技持仓","BK4515":"5G概念"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108303862","content_text":"摘要:①美股四连涨,纳指涨1.39%,新能源汽车股集体走强,特斯拉涨2.5%;②投资者愿购买被认为有风险的资产,美油收高2.4%;③食品价格将全面上涨,美国通胀压力难以消退。\n\n海外市场\n1、道指收涨350点 标普指数创纪录新高\n美股三大指数连续第四个交易日收涨,道指涨0.98%,标普500指数涨1.38%,纳指涨1.39%,其中标普500指数年内第69次收创历史新高。\n圣诞节和元旦之间的一周企业面消息平静,没有大公司计划公布财报或召开分析师会议。\n除了美国房地产市场的一些报告外,经济数据也将较清淡。\n分析称,由于缺乏流动性,市场波动在节假日期间会被放大。在许多交易者退出场外的情况下,由于交易对象较少,人们愿意买卖的价格可能会更高或更低。\n新能源汽车股集体走高,特斯拉涨2.52%,Rivian大涨10.58%,Lucid涨2.66%。\n2、热门中概股普遍下跌 哔哩哔哩跌超2%\n热门中概股普遍下跌,哔哩哔哩跌2.88%,爱奇艺跌6.52%,滴滴跌5.36%;\n其他中概股方面,微博涨1.08%,雾芯科技涨1.22%。造车新势力齐跌,小鹏汽车跌0.04%,理想汽车跌1.71%,蔚来跌1.83%。\n3、欧股主要指数上涨 英国股市圣诞节假期休市\n欧洲时间周一,欧股主要指数上涨,截止收盘,德国DAX30指数涨0.50%;法国CAC40指数涨0.76%。英国股市因圣诞节假期休市。\n4、投资者愿购买被认为有风险的资产 美油收高2.4%\n尽管人们担心奥密克戎变异毒株在美国迅速大规模传播,但投资者似乎愿意购买被认为有风险的资产,使油价依然得到支撑。\n5、黄金期货周一收跌0.2% 守住1800美元关口\n进入2021年的最后一周,黄金期货周一收跌,结束了此前连续三个交易日上涨的行情,但成功守住了重要的心理价位1800美元。\n上周五纽约商品交易所因圣诞节休市。\n在因节假日缩短交易的一周内,黄金期货价格累计上涨0.4%,创11月19日以来的最高收盘价。据FactSet 数据,今年迄今黄金期货下跌了4.6%。\n6、土耳其里拉结束五连涨 埃尔多安的保证看似不管用\n土耳其里拉结束连续五天的上涨行情,虽然当局在一周前出台旨在遏制里拉下跌的措施并信誓旦旦说里拉走势坚挺,但投资者并不买账。\n伊斯坦布尔时间下午6:37,里拉兑美元下跌7.2%至1美元兑11.4665里拉,稍早一度跌至11.5831里拉。今年以来,里拉贬值幅度超过35%,是2021年跌幅最大的新兴市场货币。\n上周五,土耳其总统埃尔多安表示,在采取多项措施支持里拉,包括推出新工具来保护里拉存款持有人后,里拉币值将“逐步”稳定。央行的数据也表明,当局一直在干预外汇市场,里拉上周上涨54%,扭转了前周下跌15%的势头。\n国际宏观\n1、拜登表示没有联邦解决方案 需要在州一级解决新冠激增问题\n美国总统拜登总统承诺帮助那些在omicron变体中苦苦挣扎的州长,但承认各州需要带头控制大流行。\n拜登在与美国一些州长会面之前说,“没有联邦解决方案。这(需要)在州一级得到解决。”\n2、食品价格将全面上涨 美国通胀压力难以消退\n美国许多食品制造商表示,计划在2022年提高从通心粉和奶酪零食等一系列食品的价格,消费者将继续面对物价上涨的情况。\n食品杂货经销商和零售商SpartanNash的首席执行官Tony Sarsam表示,食品价格全部都在上涨,农产品、奶制品以及面包和果汁等食品明年将会变得更加昂贵。\n3、美国因新冠肺炎的儿童住院率迅速增长\n根据美国疾病控制与预防中心(CDC)和美国卫生与公众服务部(HHS)的数据。\n在截至12月24日的一周内,美国平均每天有262名儿童因新冠肺炎住院接受治疗,住院人数比一周前增加了近35%,比8月底至9月初有342名儿童在医院就诊的峰值平均值仅低23%。\n4、冬季风暴叠加新冠疫情 美国大批航班取消的情况延续到周一\n圣诞节周末打乱美国人出行计划的航班取消问题延续到周一,在航空公司本就因新冠肺炎病例激增而人手不足的情况下,冬季风暴更是令他们雪上加霜。\n5、日本启动首批原油抛储招标 强调密切盯市伺机再出手\n在2021年的最后一周,日本政府终于出手,加入了全球抛售原油储备的队伍。\n根据媒体报道,日本经济产业省发布了一份提供储备阿曼原油的政府招标文件,目前这些原油储存在九州志布志市,预定的交付日期为明年三月至六月。\n政府官员接受媒体采访时表示,这一举措也是日本协同其他原油消费国的抛储计划的一部分,后续将会有更多的动作。\n6、美国纽约市私营企业员工新冠疫苗强制令生效\n美国纽约市对私营企业雇员的新冠疫苗强制令正式生效。从27日起,该市所有私营企业必须要求所有员工提供新冠疫苗接种证明,并准备好文件供市政官员检查。\n在纽约市报告了首例新冠变异病毒奥密克戎毒株感染病例后,纽约市市长比尔·德布拉西奥(Bill de Blasio)于12月6日宣布了该疫苗强制令。据悉,该疫苗强制令将影响纽约市总计18.5万家企业,不遵守该规定的企业将面临最低1000美元的罚款。\n7、德国累计确诊超700万、死亡11万 多州收紧防疫措施\n德国疾控机构27日公布的数据显示,该国累计确诊感染新冠病毒病例数已突破七百万,因感染新冠死亡的人数则已于日前突破十一万。当天,德国巴符州、下萨克森州等多州宣布开始实施限制人际接触等较此前更为严厉的防疫措施。\n8、英国援助组织:2021年十大气象灾害造成1700亿损失,最严重为飓风“艾达”\n一家英国援助组织当天发布报告称,气象灾害今年给全球造成巨大损失。具体而言,今年破坏最严重的十大气象灾害共计造成1700多亿美元损失,比去年破坏最严重的10起气象灾害所造成的损失高出200亿美元。\n市场观点\n公司新闻\n1、谷歌A年内大涨近七成 其他大型科技股只能“望其项背”\n从股价来看,谷歌(母公司Alphabet即将录得其自2009年以来最好的一年,并即将成为2021年表现最好的大型科技股。\n根据Refinitiv调查,谷歌全年收入预计将攀升39%,达到2540亿美元,势将录得自2007年以来的最大营收增长。\n2、困于利润下降及盗窃案激增 美国大型零售连锁店开始闭店\n美国几家大型零售商宣布关闭多个城市的门店,理由有很多,从不断变化的消费者态度和未来的健康需求到犯罪率飙升的问题。\n多家零售商开始转向电子商务以提高利润。CVS Health 在 11 月宣布,它计划关闭其近 10000 家门店中的约 9%,并在未来三年内每年进一步关闭 300 家门店。Rite Aid 还表示将关闭 63 家门店,以降低成本并提高利润。 CVS特别指出,大多数客户转向数字偏好促使公司重新考虑其实体存在。\n3、苹果关闭所有纽约零售店 避免线下聚集\n苹果现在决定关闭纽约市的所有门店。\n此前,由于新冠肺炎在员工中传播,苹果关闭了亚特兰大、休斯顿和新罕布什尔等地的7家门店。","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,"AAPL":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3671,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608533078,"gmtCreate":1638756278763,"gmtModify":1638756278891,"author":{"id":"3582865512656085","authorId":"3582865512656085","name":"Eric2166","avatar":"https://static.tigerbbs.com/951d62faf57e5fbf7374b225853c8d0d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582865512656085","authorIdStr":"3582865512656085"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608533078","repostId":"2189278574","repostType":2,"repost":{"id":"2189278574","kind":"news","pubTimestamp":1638740160,"share":"https://www.laohu8.com/m/news/2189278574?lang=zh_CN&edition=full","pubTime":"2021-12-06 05:36","market":"sh","language":"zh","title":"外媒头条:高盛最新预测!再度下调美国GDP预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2189278574","media":"新浪财经","summary":"全球财经媒体昨夜今晨共同关注的头条新闻主要有:\n\n1、高盛下调美国今明两年GDP的预期 因奥密克戎可能拖累经济增长\n\n\n2、投资者权衡omicron和美联储下一步行动,股市或会出现更多动荡\n\n\n3、马","content":"<p><b>全球财经媒体昨夜今晨共同关注的头条新闻主要有:</b></p>\n<blockquote>\n <b>1、<a href=\"https://laohu8.com/S/GS\">高盛</a>下调美国今明两年GDP的预期 因奥密克戎可能拖累经济增长</b>\n</blockquote>\n<blockquote>\n <b>2、投资者权衡omicron和美联储下一步行动,股市或会出现更多动荡</b>\n</blockquote>\n<blockquote>\n <b>3、马斯克已卖掉最后房产 正式成为“无家可归者”</b>\n</blockquote>\n<blockquote>\n <b>4、Spotify涉版权纠纷 撤下众多喜剧演员作品</b>\n</blockquote>\n<blockquote>\n <b>5、加拿大劳动力市场短缺加剧 雇主准备接纳未接种疫苗者</b>\n</blockquote>\n<blockquote>\n <b>6、美国疾控中心负责人:至少15个州Omicron变体感染病例会增加</b>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/cec3c4f2f288cc445838fa72cf9da487\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p>\n<p><b>高盛下调美国今明两年GDP的预期 因奥密克戎可能拖累经济增长</b></p>\n<p>高盛集团经济学家认为,奥密克戎变异毒株的传播将对美国经济增长形成“温和拖累”,因此下调今明两年美国经济预期。</p>\n<p>高盛经济学家Joseph Briggs在一份周末致客户的报告中指出,现预计美国今年GDP增长3.8%,之前预期为增长4.2%。2022年的预期从3.3%下调至2.9%。</p>\n<p>“虽然许多问题仍然没有答案,我们现在认为最有可能的情况是病毒会更快传播,但对抗重症的免疫力只会略微减弱,从而构成温和下行的情景,”Briggs表示。</p>\n<p>他指出,奥密克戎可能只会对服务业支出构成温和影响,并可能加剧供应短缺。同时,也可能推迟一些人愿意返回工作岗位的时间。</p>\n<p><img src=\"https://static.tigerbbs.com/7ac404fb99923391b77413f803dd05a5\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\"></p>\n<p><b>投资者权衡omicron和美联储下一步行动,股市或会出现更多动荡</b></p>\n<p>在经历了一周的剧烈震荡导致许多股票暴跌之后,波动性可能会继续困扰市场。</p>\n<p>在接下来的一周中,投资者将等待有关 omicron 变体的更多消息以及周五的另一份通胀报告,预计该报告显示的消费者价格仍然是 30 年来最热的。</p>\n<p>过去一周,由于担心 omicron 变体以及担心美联储将放弃其宽松政策并比预期更早地加息,股票遭到抛售。美联储主席杰罗姆鲍威尔周二对国会小组表示,美联储将在 12 月 14 日和 15 日开会时考虑加快缩减每月 1200 亿美元的债券购买计划。美联储提前实施了债券购买计划2020年在大流行期间支撑经济。</p>\n<p>Cresset 首席投资官杰克·阿布林 (Jack Ablin) 表示:“这将是一个有点动荡的 12 月,因为我们可能需要等待财报季重新回归,回到基本面。”鲍威尔的言论令投资者感到不安,他们担心美联储也会加快加息步伐。</p>\n<p><img src=\"https://static.tigerbbs.com/d7f8a47eb6766ada2b13bdfdf2d40639\" tg-width=\"550\" tg-height=\"413\" referrerpolicy=\"no-referrer\"></p>\n<p><b>马斯克已卖掉最后房产 正式成为“无家可归者”</b></p>\n<p>12月5日消息,据外媒报道,作为世界首富,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>和SpaceX首席执行官埃隆·马斯克(Elon Musk)兑现了“没有任何房产”的承诺。他刚刚以3000万美元的价格将位于硅谷的豪宅卖出,加入“无家可归者”行列。</p>\n<p>马斯克以3000万美元的价格出售了他在硅谷的房产,这是他在加州七套房子中的最后一套,并搬到了得克萨斯州</p>\n<p>这套住宅位于加州希尔斯伯勒水晶泉路891号,占地超过19万平方米。马斯克曾说过,这里是他“地球上的最后房产”。</p>\n<p>现在,马斯克以3000万美元将其出售,与6月份首次挂牌时的3750万美元相比,价格整整下降了750万美元。这栋住宅出售经历了多次波折,在找到最后买家之前,曾先后三次挂牌。</p>\n<p><img src=\"https://static.tigerbbs.com/c2308e4896f97d6b4a7264b28ee7c49a\" tg-width=\"550\" tg-height=\"290\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Spotify涉版权纠纷 撤下众多喜剧演员作品</b></p>\n<p>由于版权费和版权纠纷,Spotify从其流媒体平台上撤下了数百名喜剧演员的专辑和作品。</p>\n<p>据悉,一家全球版权管理公司 Spoken Giants 正在与一群知名喜剧演员合作,协助后者跟互联网平台进行交涉,使得他们的作品在 Spotify、SiriusXM、Pandora 和 YouTube 等平台上需要付费观看时也能获得相应的版权费用。Spotify 随后删除了 Tiffany Haddish、Jim Gaffigan、Kevin Hart 和 John Mulaney 等众多喜剧表演者的作品。</p>\n<p>据报道,喜剧演员的目标是为“口语媒体的基本作曲版权”收取版税,类似于歌曲作者为他们的音乐和歌词获得报酬的方式。</p>\n<p>当双方谈判陷入僵局时,Spotify 将喜剧演员的作品从其流媒体平台上撤下。</p>\n<p><b>加拿大劳动力市场短缺加剧 雇主准备接纳未接种疫苗者</b></p>\n<p>加拿大紧张的劳动力市场迫使许多公司不得不在接种疫苗要求之外提供定期的核酸检测的替代途径,而其他一些公司则在改变先前宣布的接种疫苗要求,即使 Omicron 变异病例正在增加。</p>\n<p>加拿大政府采取了世界上最严格的公务员接种政策之一。航空公司、警察部队、学校董事会甚至加拿大的五大银行也承诺实施严格的强制性疫苗政策。但事实证明,坚持下去并不那么简单,尤其是在雇主努力应对人员短缺和工人要求豁免的情况下。</p>\n<p>官方数据显示,今年迄今为止,加拿大的职位空缺增加了一倍,而疫苗规定可能会使填补这些职位变得更加困难,从而可能给工资带来上涨压力。这可能会加剧已经达到近两年高位的通胀。</p>\n<p>雇用未接种疫苗的人存在缺陷。行业团体和营销专家表示,公司面临更高的新冠肺炎爆发风险,许多接种疫苗的员工对与未接种疫苗的员工一起工作感到不舒服。</p>\n<p><img src=\"https://static.tigerbbs.com/77bdbbe01292979d27bad87d5c6416ec\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p>\n<p><b>美国疾控中心负责人:至少15个州Omicron变体感染病例会增加</b></p>\n<p>美国疾病控制与预防中心主任罗谢尔·瓦伦斯基 (Rochelle Walensky) 表示 ,至少有 15 个州检测到了 omicron 变体,预计这一数字还会上升。</p>\n<p>“我们知道我们有几十个案例,我们正在密切关注它们。我们每天都听到越来越多的可能病例,因此这个数字可能会上升,”瓦伦斯基说。</p>\n<p>这种变种最初在南非发现,它的刺突蛋白有几个突变,允许病毒进入人体,其中一些突变可能导致其传播能力增加。科学家们仍在收集有关该病毒和当前新冠疫苗是否有效的数据。</p>\n<p>在其他几个国家被发现后,美国于 12 月 1 日报告了首例 omicron 病例。虽然一些患者最近去过南部非洲,但其他人没有旅行史。这表明社区传播正在进行中。</p>","source":"sina","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>外媒头条:高盛最新预测!再度下调美国GDP预期</title>\n<style 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margin: 0;line-height: 11px;}\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外媒头条:高盛最新预测!再度下调美国GDP预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-06 05:36 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2021-12-06/doc-ikyamrmy7072307.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有:\n\n1、高盛下调美国今明两年GDP的预期 因奥密克戎可能拖累经济增长\n\n\n2、投资者权衡omicron和美联储下一步行动,股市或会出现更多动荡\n\n\n3、马斯克已卖掉最后房产 正式成为“无家可归者”\n\n\n4、Spotify涉版权纠纷 撤下众多喜剧演员作品\n\n\n5、加拿大劳动力市场短缺加剧 雇主准备接纳未接种疫苗者\n\n\n6、美国疾控中心负责人:至少15个州...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-12-06/doc-ikyamrmy7072307.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cec3c4f2f288cc445838fa72cf9da487","relate_stocks":{"161125":"标普500","513500":"标普500ETF","QLD":"2倍做多纳斯达克100指数ETF-ProShares","SDOW":"三倍做空道指30ETF-ProShares","IVV":"标普500ETF-iShares","SPY":"标普500ETF","UDOW":"三倍做多道指30ETF-ProShares","UPRO":"三倍做多标普500ETF-ProShares","BK4527":"明星科技股","SDS":"两倍做空标普500 ETF-ProShares","BK4099":"汽车制造商","BK4534":"瑞士信贷持仓","QID":"两倍做空纳斯达克指数ETF-ProShares","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","DJX":"1/100道琼斯",".DJI":"道琼斯","TSLA":"特斯拉","SQQQ":"纳指三倍做空ETF",".SPX":"S&P 500 Index","BK4559":"巴菲特持仓",".IXIC":"NASDAQ Composite","BK4504":"桥水持仓","PSQ":"做空纳斯达克100指数ETF-ProShares","DXD":"两倍做空道琼30指数ETF-ProShares","SH":"做空标普500-Proshares","QQQ":"纳指100ETF","BK4550":"红杉资本持仓","DDM":"2倍做多道指ETF-ProShares","SPXU":"三倍做空标普500ETF-ProShares","BK4548":"巴美列捷福持仓","DOG":"道指ETF-ProShares做空","SSO":"2倍做多标普500ETF-ProShares","TQQQ":"纳指三倍做多ETF","OEF":"标普100指数ETF-iShares","BK4551":"寇图资本持仓","OEX":"标普100"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-12-06/doc-ikyamrmy7072307.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2189278574","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有:\n\n1、高盛下调美国今明两年GDP的预期 因奥密克戎可能拖累经济增长\n\n\n2、投资者权衡omicron和美联储下一步行动,股市或会出现更多动荡\n\n\n3、马斯克已卖掉最后房产 正式成为“无家可归者”\n\n\n4、Spotify涉版权纠纷 撤下众多喜剧演员作品\n\n\n5、加拿大劳动力市场短缺加剧 雇主准备接纳未接种疫苗者\n\n\n6、美国疾控中心负责人:至少15个州Omicron变体感染病例会增加\n\n\n高盛下调美国今明两年GDP的预期 因奥密克戎可能拖累经济增长\n高盛集团经济学家认为,奥密克戎变异毒株的传播将对美国经济增长形成“温和拖累”,因此下调今明两年美国经济预期。\n高盛经济学家Joseph Briggs在一份周末致客户的报告中指出,现预计美国今年GDP增长3.8%,之前预期为增长4.2%。2022年的预期从3.3%下调至2.9%。\n“虽然许多问题仍然没有答案,我们现在认为最有可能的情况是病毒会更快传播,但对抗重症的免疫力只会略微减弱,从而构成温和下行的情景,”Briggs表示。\n他指出,奥密克戎可能只会对服务业支出构成温和影响,并可能加剧供应短缺。同时,也可能推迟一些人愿意返回工作岗位的时间。\n\n投资者权衡omicron和美联储下一步行动,股市或会出现更多动荡\n在经历了一周的剧烈震荡导致许多股票暴跌之后,波动性可能会继续困扰市场。\n在接下来的一周中,投资者将等待有关 omicron 变体的更多消息以及周五的另一份通胀报告,预计该报告显示的消费者价格仍然是 30 年来最热的。\n过去一周,由于担心 omicron 变体以及担心美联储将放弃其宽松政策并比预期更早地加息,股票遭到抛售。美联储主席杰罗姆鲍威尔周二对国会小组表示,美联储将在 12 月 14 日和 15 日开会时考虑加快缩减每月 1200 亿美元的债券购买计划。美联储提前实施了债券购买计划2020年在大流行期间支撑经济。\nCresset 首席投资官杰克·阿布林 (Jack Ablin) 表示:“这将是一个有点动荡的 12 月,因为我们可能需要等待财报季重新回归,回到基本面。”鲍威尔的言论令投资者感到不安,他们担心美联储也会加快加息步伐。\n\n马斯克已卖掉最后房产 正式成为“无家可归者”\n12月5日消息,据外媒报道,作为世界首富,特斯拉和SpaceX首席执行官埃隆·马斯克(Elon Musk)兑现了“没有任何房产”的承诺。他刚刚以3000万美元的价格将位于硅谷的豪宅卖出,加入“无家可归者”行列。\n马斯克以3000万美元的价格出售了他在硅谷的房产,这是他在加州七套房子中的最后一套,并搬到了得克萨斯州\n这套住宅位于加州希尔斯伯勒水晶泉路891号,占地超过19万平方米。马斯克曾说过,这里是他“地球上的最后房产”。\n现在,马斯克以3000万美元将其出售,与6月份首次挂牌时的3750万美元相比,价格整整下降了750万美元。这栋住宅出售经历了多次波折,在找到最后买家之前,曾先后三次挂牌。\n\nSpotify涉版权纠纷 撤下众多喜剧演员作品\n由于版权费和版权纠纷,Spotify从其流媒体平台上撤下了数百名喜剧演员的专辑和作品。\n据悉,一家全球版权管理公司 Spoken Giants 正在与一群知名喜剧演员合作,协助后者跟互联网平台进行交涉,使得他们的作品在 Spotify、SiriusXM、Pandora 和 YouTube 等平台上需要付费观看时也能获得相应的版权费用。Spotify 随后删除了 Tiffany Haddish、Jim Gaffigan、Kevin Hart 和 John Mulaney 等众多喜剧表演者的作品。\n据报道,喜剧演员的目标是为“口语媒体的基本作曲版权”收取版税,类似于歌曲作者为他们的音乐和歌词获得报酬的方式。\n当双方谈判陷入僵局时,Spotify 将喜剧演员的作品从其流媒体平台上撤下。\n加拿大劳动力市场短缺加剧 雇主准备接纳未接种疫苗者\n加拿大紧张的劳动力市场迫使许多公司不得不在接种疫苗要求之外提供定期的核酸检测的替代途径,而其他一些公司则在改变先前宣布的接种疫苗要求,即使 Omicron 变异病例正在增加。\n加拿大政府采取了世界上最严格的公务员接种政策之一。航空公司、警察部队、学校董事会甚至加拿大的五大银行也承诺实施严格的强制性疫苗政策。但事实证明,坚持下去并不那么简单,尤其是在雇主努力应对人员短缺和工人要求豁免的情况下。\n官方数据显示,今年迄今为止,加拿大的职位空缺增加了一倍,而疫苗规定可能会使填补这些职位变得更加困难,从而可能给工资带来上涨压力。这可能会加剧已经达到近两年高位的通胀。\n雇用未接种疫苗的人存在缺陷。行业团体和营销专家表示,公司面临更高的新冠肺炎爆发风险,许多接种疫苗的员工对与未接种疫苗的员工一起工作感到不舒服。\n\n美国疾控中心负责人:至少15个州Omicron变体感染病例会增加\n美国疾病控制与预防中心主任罗谢尔·瓦伦斯基 (Rochelle Walensky) 表示 ,至少有 15 个州检测到了 omicron 变体,预计这一数字还会上升。\n“我们知道我们有几十个案例,我们正在密切关注它们。我们每天都听到越来越多的可能病例,因此这个数字可能会上升,”瓦伦斯基说。\n这种变种最初在南非发现,它的刺突蛋白有几个突变,允许病毒进入人体,其中一些突变可能导致其传播能力增加。科学家们仍在收集有关该病毒和当前新冠疫苗是否有效的数据。\n在其他几个国家被发现后,美国于 12 月 1 日报告了首例 omicron 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so 🙂","listText":"hope so 🙂","text":"hope so 🙂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/811185148","repostId":"1129129956","repostType":4,"repost":{"id":"1129129956","kind":"news","pubTimestamp":1630201285,"share":"https://www.laohu8.com/m/news/1129129956?lang=zh_CN&edition=full","pubTime":"2021-08-29 09:41","market":"us","language":"en","title":"This Unloved Tech Stock Could Make You Rich One Day<blockquote>这只不受欢迎的科技股有一天会让你变得富有</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129129956","media":"Motley Fool","summary":"The iBuying business is a race to grow larger, and Opendoor is winning.The company is growing at a rate that is two years ahead of what management projected just a year earlier.The market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.Real estate iBuying company Opendoor Technologieshas been executing at a high level in the three quarters since coming public via a special purpose acquisition company merger. In a race to disrupt residential ","content":"<p>Key Points</p><p><blockquote>要点</blockquote></p><p> <ul> <li>The iBuying business is a race to grow larger, and Opendoor is winning.</li> <li>The company is growing at a rate that is two years ahead of what management projected just a year earlier.</li> <li>The market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.</li> </ul> </p><p><blockquote><ul><li>iBuying业务是一场做大的竞赛,Opendoor正在获胜。</li><li>该公司的增长速度比管理层一年前的预测提前了两年。</li><li>市场对几乎所有SPAC都持悲观态度,这使得Opendoor成为最终可能带来巨额回报的便宜货。</li></ul></blockquote></p><p> Real estate iBuying company <b>Opendoor Technologies</b>(NASDAQ:OPEN)has been executing at a high level in the three quarters since coming public via a special purpose acquisition company (SPAC) merger. In a race to disrupt residential real estate, one of the largest markets in the world, Opendoor's long-term potential could bring big returns for patient investors.</p><p><blockquote>房地产iBuying公司<b>开门技术</b>(纳斯达克:OPEN)自通过特殊目的收购公司(SPAC)合并上市以来,三个季度的执行情况一直处于高水平。在颠覆全球最大市场之一住宅房地产的竞赛中,Opendoor的长期潜力可能会为耐心的投资者带来丰厚的回报。</blockquote></p><p> Despite the upside, the market hasn't yet appreciated Opendoor's accomplishments; the stock is down more than 50% from its highs. There are three important clues that Opendoor could be a compelling investment idea for bold investors.</p><p><blockquote>尽管有上行空间,市场尚未欣赏Opendoor的成就;该股较高点下跌超过50%。有三个重要线索表明,对于大胆的投资者来说,Opendoor可能是一个引人注目的投资理念。</blockquote></p><p> <h3>1. Opendoor is winning the iBuying battle</h3> The traditional home-buying process in the United States is slow and handled by multiple parties, including agents, lawyers, inspectors, and bankers. This creates a lot of back and forth paperwork and drags the process out to more than 30 days, on average.</p><p><blockquote><h3>1.Opendoor正在赢得iBuying之战</h3>美国传统的购房流程缓慢,由多方处理,包括代理人、律师、检查员和银行家。这造成了大量来回的文书工作,平均将流程拖到30多天。</blockquote></p><p> Opendoor pioneered the concept of \"iBuying,\" where the buying and selling of a house are digitized, and a company like Opendoor works directly with sellers to provide them with a cash offer and a digital closing process. The company then resells the house on the market. The iBuying process cuts out agents and some of the fees associated with traditional closings, such as agent commissions. Opendoor then resells the house on the market and charges a service fee of up to 5% on the transaction.</p><p><blockquote>Opendoor开创了“iBuying”的概念,即房屋的买卖是数字化的,像Opendoor这样的公司直接与卖家合作,为他们提供现金报价和数字化成交流程。然后公司在市场上转售房子。iBuying流程省去了代理商和一些与传统成交相关的费用,如代理商佣金。然后Opendoor在市场上转售房屋,并收取高达5%的交易服务费。</blockquote></p><p> After seeing Opendoor steadily grow with its iBuying concept, competitors have also begun to offer iBuying services, including <b>Zillow Group</b> and Offerpad. Because of how capital intensive the business is (a lot of money is needed to buy and sell thousands of houses) and how price competitive the housing market is, these companies are racing to get as big as possible. As the companies buy and sell more homes, they have the ability to become more profitable by leveraging outsourced contractors to save money, and its pricing algorithm improves as it sees more transactions.</p><p><blockquote>在看到Opendoor凭借iBuying概念稳步增长后,竞争对手也开始提供iBuying服务,包括<b>Zillow集团</b>和Offerpad。由于该业务的资本密集型程度(买卖数千套房屋需要大量资金)以及房地产市场的价格竞争力,这些公司都在竞相做大。随着公司买卖更多房屋,他们有能力通过利用外包承包商来节省资金来获得更多利润,并且随着交易数量的增加,其定价算法也会改进。</blockquote></p><p> According to iBuyerStats, a website dedicated to tracking the competitors found in iBuying, Opendoor has consistently had the most housing inventory available for sale. It currently has roughly 3,300 houses for sale, 53% more than Zillow and more than four times as many as Offerpad.</p><p><blockquote>根据专门跟踪iBuying竞争对手的网站iBuyerStats的数据,Opendoor一直拥有最多的待售房屋库存。该公司目前约有3,300套待售房屋,比Zillow多53%,是Offerpad的四倍多。</blockquote></p><p> <h3>2. Revenue growth is ahead of schedule</h3> When companies go public viaSPACmerger, they lay out a public presentation of their business, often including long-term growth projections. Opendoor laid out its pre-merger investor presentation about a year ago, in September 2020.</p><p><blockquote><h3>2、营收增速提前</h3>当公司通过SpacMerger上市时,他们会公开介绍自己的业务,通常包括长期增长预测。大约一年前,即2020年9月,Opendoor发布了合并前投资者演示文稿。</blockquote></p><p> Fast forward to the company's recent 2021 Q2 earnings call. CEO and founder Eric Wu said on the earnings call, \"... based on our current progress, our second half revenue run rate is on track to exceed our 2023 target, a full two years ahead of plan.\"</p><p><blockquote>快进到该公司最近的2021年第二季度收益看涨期权。首席执行官兼创始人Eric Wu在财报看涨期权上表示,“……根据我们目前的进展,我们下半年的收入运行率有望超过2023年的目标,比计划提前了整整两年。”</blockquote></p><p> In other words, if Opendoor were to operate for 12 months at the level the business currently is, it would surpass the $9.8 billion in revenue it projected for 2023. This is an underlooked point because if Opendoor is already two years ahead of its original growth curve, where will it be by 2023? Sure, a dip in the housing market or other events could disrupt the company's speed of growth, but Opendoor is showing the world that the business is operating at a high level.</p><p><blockquote>换句话说,如果Opendoor按照目前的业务水平运营12个月,它将超过2023年预计的98亿美元收入。这是一个被忽视的点,因为如果Opendoor已经比其最初的增长曲线提前了两年,那么到2023年它会在哪里?当然,房地产市场下滑或其他事件可能会扰乱公司的增长速度,但Opendoor正在向世界展示该业务正在高水平运营。</blockquote></p><p> <h3>3. SPACs are out of favor with the market... opportunity?</h3> Investors have overlooked this strong performance, focusing instead on the fact that Opendoor joined the public market via SPAC merger. It has hardly mattered what operating results or earnings have looked like for former SPACs; the stock market has been selling off virtually all SPAC-based stocks for several months now.</p><p><blockquote><h3>3、SPAC失宠于市场……机会?</h3>投资者忽略了这一强劲表现,而是关注Opendoor通过SPAC合并加入公开市场的事实。对于前SPAC来说,经营业绩或收益如何并不重要;几个月来,股市几乎一直在抛售所有基于SPAC的股票。</blockquote></p><p> Investors have been spooked by a handful of \"bad apple\" companies turning up fraudulent, and other companies have wildly missed on the projections they made before going public. These instances have burned those involved, and investors have taken a much more cautious attitude toward SPACs as a whole.</p><p><blockquote>投资者对少数“不良苹果”公司的欺诈行为感到震惊,而其他公司也严重未能实现上市前的预测。这些事件伤害了相关人员,投资者对SPAC整体采取了更加谨慎的态度。</blockquote></p><p> But if companies like Opendoor keep blowing away estimates, the market is likely to come around eventually. When it does, the stock price could move aggressively. If we take Eric Wu's comments about revenue and assume that Opendoor does sales of $10 billion in 2022 (in other words, Opendoor stops growing and maintains its current pace over the following year), the stock currently trades at aprice-to-sales(P/S) ratio of just 1.0. That's a bargain-bin valuation.</p><p><blockquote>但如果像Opendoor这样的公司继续超出预期,市场最终可能会好转。当这种情况发生时,股价可能会大幅波动。如果我们采纳Eric Wu对收入的评论,并假设Opendoor在2022年的销售额为100亿美元(换句话说,Opendoor在接下来的一年里停止增长并保持目前的速度),那么该股目前的市销率(P/S)比率仅为1.0。这是一个便宜的估值。</blockquote></p><p> Competitor Zillow Group trades at a P/S ratio of more than 3, reflecting Opendoor's discount as a former SPAC.</p><p><blockquote>竞争对手Zillow Group的市盈率超过3,反映了Opendoor作为前SPAC的折扣。</blockquote></p><p></p><p> <h3>Here's the bottom line</h3> Real estate is a huge market, and it's a complicated industry because of the clash between traditional agents and the \"new kids\" on the block trying to bring technology into homebuying. It's too early to say that Opendoor will become the \"<b>Amazon</b>\" of home buying, but what seems certain is that the company is poised to be a big player in real estate's future if it keeps performing like this.</p><p><blockquote><h3>这是底线</h3>房地产是一个巨大的市场,也是一个复杂的行业,因为传统代理商和试图将技术引入购房的“新人”之间存在冲突。现在说Opendoor将成为“<b>亚马逊</b>“但似乎可以肯定的是,如果该公司继续保持这样的表现,它将成为房地产未来的重要参与者。</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>This Unloved Tech Stock Could Make You Rich One Day<blockquote>这只不受欢迎的科技股有一天会让你变得富有</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\">\nThis Unloved Tech Stock Could Make You Rich One Day<blockquote>这只不受欢迎的科技股有一天会让你变得富有</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\">2021-08-29 09:41</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Key Points</p><p><blockquote>要点</blockquote></p><p> <ul> <li>The iBuying business is a race to grow larger, and Opendoor is winning.</li> <li>The company is growing at a rate that is two years ahead of what management projected just a year earlier.</li> <li>The market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.</li> </ul> </p><p><blockquote><ul><li>iBuying业务是一场做大的竞赛,Opendoor正在获胜。</li><li>该公司的增长速度比管理层一年前的预测提前了两年。</li><li>市场对几乎所有SPAC都持悲观态度,这使得Opendoor成为最终可能带来巨额回报的便宜货。</li></ul></blockquote></p><p> Real estate iBuying company <b>Opendoor Technologies</b>(NASDAQ:OPEN)has been executing at a high level in the three quarters since coming public via a special purpose acquisition company (SPAC) merger. In a race to disrupt residential real estate, one of the largest markets in the world, Opendoor's long-term potential could bring big returns for patient investors.</p><p><blockquote>房地产iBuying公司<b>开门技术</b>(纳斯达克:OPEN)自通过特殊目的收购公司(SPAC)合并上市以来,三个季度的执行情况一直处于高水平。在颠覆全球最大市场之一住宅房地产的竞赛中,Opendoor的长期潜力可能会为耐心的投资者带来丰厚的回报。</blockquote></p><p> Despite the upside, the market hasn't yet appreciated Opendoor's accomplishments; the stock is down more than 50% from its highs. There are three important clues that Opendoor could be a compelling investment idea for bold investors.</p><p><blockquote>尽管有上行空间,市场尚未欣赏Opendoor的成就;该股较高点下跌超过50%。有三个重要线索表明,对于大胆的投资者来说,Opendoor可能是一个引人注目的投资理念。</blockquote></p><p> <h3>1. Opendoor is winning the iBuying battle</h3> The traditional home-buying process in the United States is slow and handled by multiple parties, including agents, lawyers, inspectors, and bankers. This creates a lot of back and forth paperwork and drags the process out to more than 30 days, on average.</p><p><blockquote><h3>1.Opendoor正在赢得iBuying之战</h3>美国传统的购房流程缓慢,由多方处理,包括代理人、律师、检查员和银行家。这造成了大量来回的文书工作,平均将流程拖到30多天。</blockquote></p><p> Opendoor pioneered the concept of \"iBuying,\" where the buying and selling of a house are digitized, and a company like Opendoor works directly with sellers to provide them with a cash offer and a digital closing process. The company then resells the house on the market. The iBuying process cuts out agents and some of the fees associated with traditional closings, such as agent commissions. Opendoor then resells the house on the market and charges a service fee of up to 5% on the transaction.</p><p><blockquote>Opendoor开创了“iBuying”的概念,即房屋的买卖是数字化的,像Opendoor这样的公司直接与卖家合作,为他们提供现金报价和数字化成交流程。然后公司在市场上转售房子。iBuying流程省去了代理商和一些与传统成交相关的费用,如代理商佣金。然后Opendoor在市场上转售房屋,并收取高达5%的交易服务费。</blockquote></p><p> After seeing Opendoor steadily grow with its iBuying concept, competitors have also begun to offer iBuying services, including <b>Zillow Group</b> and Offerpad. Because of how capital intensive the business is (a lot of money is needed to buy and sell thousands of houses) and how price competitive the housing market is, these companies are racing to get as big as possible. As the companies buy and sell more homes, they have the ability to become more profitable by leveraging outsourced contractors to save money, and its pricing algorithm improves as it sees more transactions.</p><p><blockquote>在看到Opendoor凭借iBuying概念稳步增长后,竞争对手也开始提供iBuying服务,包括<b>Zillow集团</b>和Offerpad。由于该业务的资本密集型程度(买卖数千套房屋需要大量资金)以及房地产市场的价格竞争力,这些公司都在竞相做大。随着公司买卖更多房屋,他们有能力通过利用外包承包商来节省资金来获得更多利润,并且随着交易数量的增加,其定价算法也会改进。</blockquote></p><p> According to iBuyerStats, a website dedicated to tracking the competitors found in iBuying, Opendoor has consistently had the most housing inventory available for sale. It currently has roughly 3,300 houses for sale, 53% more than Zillow and more than four times as many as Offerpad.</p><p><blockquote>根据专门跟踪iBuying竞争对手的网站iBuyerStats的数据,Opendoor一直拥有最多的待售房屋库存。该公司目前约有3,300套待售房屋,比Zillow多53%,是Offerpad的四倍多。</blockquote></p><p> <h3>2. Revenue growth is ahead of schedule</h3> When companies go public viaSPACmerger, they lay out a public presentation of their business, often including long-term growth projections. Opendoor laid out its pre-merger investor presentation about a year ago, in September 2020.</p><p><blockquote><h3>2、营收增速提前</h3>当公司通过SpacMerger上市时,他们会公开介绍自己的业务,通常包括长期增长预测。大约一年前,即2020年9月,Opendoor发布了合并前投资者演示文稿。</blockquote></p><p> Fast forward to the company's recent 2021 Q2 earnings call. CEO and founder Eric Wu said on the earnings call, \"... based on our current progress, our second half revenue run rate is on track to exceed our 2023 target, a full two years ahead of plan.\"</p><p><blockquote>快进到该公司最近的2021年第二季度收益看涨期权。首席执行官兼创始人Eric Wu在财报看涨期权上表示,“……根据我们目前的进展,我们下半年的收入运行率有望超过2023年的目标,比计划提前了整整两年。”</blockquote></p><p> In other words, if Opendoor were to operate for 12 months at the level the business currently is, it would surpass the $9.8 billion in revenue it projected for 2023. This is an underlooked point because if Opendoor is already two years ahead of its original growth curve, where will it be by 2023? Sure, a dip in the housing market or other events could disrupt the company's speed of growth, but Opendoor is showing the world that the business is operating at a high level.</p><p><blockquote>换句话说,如果Opendoor按照目前的业务水平运营12个月,它将超过2023年预计的98亿美元收入。这是一个被忽视的点,因为如果Opendoor已经比其最初的增长曲线提前了两年,那么到2023年它会在哪里?当然,房地产市场下滑或其他事件可能会扰乱公司的增长速度,但Opendoor正在向世界展示该业务正在高水平运营。</blockquote></p><p> <h3>3. SPACs are out of favor with the market... opportunity?</h3> Investors have overlooked this strong performance, focusing instead on the fact that Opendoor joined the public market via SPAC merger. It has hardly mattered what operating results or earnings have looked like for former SPACs; the stock market has been selling off virtually all SPAC-based stocks for several months now.</p><p><blockquote><h3>3、SPAC失宠于市场……机会?</h3>投资者忽略了这一强劲表现,而是关注Opendoor通过SPAC合并加入公开市场的事实。对于前SPAC来说,经营业绩或收益如何并不重要;几个月来,股市几乎一直在抛售所有基于SPAC的股票。</blockquote></p><p> Investors have been spooked by a handful of \"bad apple\" companies turning up fraudulent, and other companies have wildly missed on the projections they made before going public. These instances have burned those involved, and investors have taken a much more cautious attitude toward SPACs as a whole.</p><p><blockquote>投资者对少数“不良苹果”公司的欺诈行为感到震惊,而其他公司也严重未能实现上市前的预测。这些事件伤害了相关人员,投资者对SPAC整体采取了更加谨慎的态度。</blockquote></p><p> But if companies like Opendoor keep blowing away estimates, the market is likely to come around eventually. When it does, the stock price could move aggressively. If we take Eric Wu's comments about revenue and assume that Opendoor does sales of $10 billion in 2022 (in other words, Opendoor stops growing and maintains its current pace over the following year), the stock currently trades at aprice-to-sales(P/S) ratio of just 1.0. That's a bargain-bin valuation.</p><p><blockquote>但如果像Opendoor这样的公司继续超出预期,市场最终可能会好转。当这种情况发生时,股价可能会大幅波动。如果我们采纳Eric Wu对收入的评论,并假设Opendoor在2022年的销售额为100亿美元(换句话说,Opendoor在接下来的一年里停止增长并保持目前的速度),那么该股目前的市销率(P/S)比率仅为1.0。这是一个便宜的估值。</blockquote></p><p> Competitor Zillow Group trades at a P/S ratio of more than 3, reflecting Opendoor's discount as a former SPAC.</p><p><blockquote>竞争对手Zillow Group的市盈率超过3,反映了Opendoor作为前SPAC的折扣。</blockquote></p><p></p><p> <h3>Here's the bottom line</h3> Real estate is a huge market, and it's a complicated industry because of the clash between traditional agents and the \"new kids\" on the block trying to bring technology into homebuying. It's too early to say that Opendoor will become the \"<b>Amazon</b>\" of home buying, but what seems certain is that the company is poised to be a big player in real estate's future if it keeps performing like this.</p><p><blockquote><h3>这是底线</h3>房地产是一个巨大的市场,也是一个复杂的行业,因为传统代理商和试图将技术引入购房的“新人”之间存在冲突。现在说Opendoor将成为“<b>亚马逊</b>“但似乎可以肯定的是,如果该公司继续保持这样的表现,它将成为房地产未来的重要参与者。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/08/28/this-unloved-tech-stock-may-make-you-rich-one-day/\">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":{"OPEN":"Opendoor Technologies Inc"},"source_url":"https://www.fool.com/investing/2021/08/28/this-unloved-tech-stock-may-make-you-rich-one-day/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129129956","content_text":"Key Points\n\nThe iBuying business is a race to grow larger, and Opendoor is winning.\nThe company is growing at a rate that is two years ahead of what management projected just a year earlier.\nThe market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.\n\n\nReal estate iBuying company Opendoor Technologies(NASDAQ:OPEN)has been executing at a high level in the three quarters since coming public via a special purpose acquisition company (SPAC) merger. In a race to disrupt residential real estate, one of the largest markets in the world, Opendoor's long-term potential could bring big returns for patient investors.\nDespite the upside, the market hasn't yet appreciated Opendoor's accomplishments; the stock is down more than 50% from its highs. There are three important clues that Opendoor could be a compelling investment idea for bold investors.\n1. Opendoor is winning the iBuying battle\nThe traditional home-buying process in the United States is slow and handled by multiple parties, including agents, lawyers, inspectors, and bankers. This creates a lot of back and forth paperwork and drags the process out to more than 30 days, on average.\nOpendoor pioneered the concept of \"iBuying,\" where the buying and selling of a house are digitized, and a company like Opendoor works directly with sellers to provide them with a cash offer and a digital closing process. The company then resells the house on the market. The iBuying process cuts out agents and some of the fees associated with traditional closings, such as agent commissions. Opendoor then resells the house on the market and charges a service fee of up to 5% on the transaction.\nAfter seeing Opendoor steadily grow with its iBuying concept, competitors have also begun to offer iBuying services, including Zillow Group and Offerpad. Because of how capital intensive the business is (a lot of money is needed to buy and sell thousands of houses) and how price competitive the housing market is, these companies are racing to get as big as possible. As the companies buy and sell more homes, they have the ability to become more profitable by leveraging outsourced contractors to save money, and its pricing algorithm improves as it sees more transactions.\nAccording to iBuyerStats, a website dedicated to tracking the competitors found in iBuying, Opendoor has consistently had the most housing inventory available for sale. It currently has roughly 3,300 houses for sale, 53% more than Zillow and more than four times as many as Offerpad.\n2. Revenue growth is ahead of schedule\nWhen companies go public viaSPACmerger, they lay out a public presentation of their business, often including long-term growth projections. Opendoor laid out its pre-merger investor presentation about a year ago, in September 2020.\nFast forward to the company's recent 2021 Q2 earnings call. CEO and founder Eric Wu said on the earnings call, \"... based on our current progress, our second half revenue run rate is on track to exceed our 2023 target, a full two years ahead of plan.\"\nIn other words, if Opendoor were to operate for 12 months at the level the business currently is, it would surpass the $9.8 billion in revenue it projected for 2023. This is an underlooked point because if Opendoor is already two years ahead of its original growth curve, where will it be by 2023? Sure, a dip in the housing market or other events could disrupt the company's speed of growth, but Opendoor is showing the world that the business is operating at a high level.\n3. SPACs are out of favor with the market... opportunity?\nInvestors have overlooked this strong performance, focusing instead on the fact that Opendoor joined the public market via SPAC merger. It has hardly mattered what operating results or earnings have looked like for former SPACs; the stock market has been selling off virtually all SPAC-based stocks for several months now.\nInvestors have been spooked by a handful of \"bad apple\" companies turning up fraudulent, and other companies have wildly missed on the projections they made before going public. These instances have burned those involved, and investors have taken a much more cautious attitude toward SPACs as a whole.\nBut if companies like Opendoor keep blowing away estimates, the market is likely to come around eventually. When it does, the stock price could move aggressively. If we take Eric Wu's comments about revenue and assume that Opendoor does sales of $10 billion in 2022 (in other words, Opendoor stops growing and maintains its current pace over the following year), the stock currently trades at aprice-to-sales(P/S) ratio of just 1.0. That's a bargain-bin valuation.\nCompetitor Zillow Group trades at a P/S ratio of more than 3, reflecting Opendoor's discount as a former SPAC.\nHere's the bottom line\nReal estate is a huge market, and it's a complicated industry because of the clash between traditional agents and the \"new kids\" on the block trying to bring technology into homebuying. It's too early to say that Opendoor will become the \"Amazon\" of home buying, but what seems certain is that the company is poised to be a big player in real estate's future if it keeps performing like this.","news_type":1,"symbols_score_info":{"OPEN":0.9}},"isVote":1,"tweetType":1,"viewCount":561,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":819312438,"gmtCreate":1630033786124,"gmtModify":1704954935525,"author":{"id":"3582865512656085","authorId":"3582865512656085","name":"Eric2166","avatar":"https://static.tigerbbs.com/951d62faf57e5fbf7374b225853c8d0d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582865512656085","authorIdStr":"3582865512656085"},"themes":[],"htmlText":"[捂脸] [看跌] ","listText":"[捂脸] [看跌] ","text":"[捂脸] 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07:11","market":"us","language":"en","title":"S&P 500 notches fifth straight record closing high, fifth straight quarterly gain<blockquote>标普500连续第五次创下收盘新高,连续第五个季度上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1178516480","media":"Reuters","summary":"NEW YORK (Reuters) - The S&P 500 nabbed its fifth straight record closing high on Wednesday as inves","content":"<p>NEW YORK (Reuters) - The S&P 500 nabbed its fifth straight record closing high on Wednesday as investors ended the month and the quarter by largely shrugging off positive economic data and looking toward Friday’s highly anticipated employment report.</p><p><blockquote>纽约(路透社)-标普500周三连续第五次创下收盘新高,投资者在本月和本季度结束时基本上摆脱了积极的经济数据,并期待周五备受期待的就业报告。</blockquote></p><p> In the last session of 2021’s first half, the indexes were languid and range-bound, with the blue-chip Dow posting gains, while the Nasdaq edged lower.</p><p><blockquote>在2021年上半年的最后一个交易日,股指低迷且区间震荡,蓝筹股道指上涨,而纳斯达克则小幅走低。</blockquote></p><p> All three indexes posted their fifth consecutive quarterly gains, with the S&P rising 8.2%, the Nasdaq advancing 9.5% and the Dow rising 4.6%. The S&P 500 registered its second-best first-half performance since 1998, rising 14.5%.</p><p><blockquote>三大指数均连续第五个季度上涨,标准普尔指数上涨8.2%,纳斯达克指数上涨9.5%,道指上涨4.6%。标普500上半年表现为1998年以来第二好,上涨14.5%。</blockquote></p><p> “It’s been a good quarter,” said Robert Pavlik, senior portfolio manager at Dakota Wealth in Fairfield, Connecticut. “As of last night’s close, the S&P has gained more than 14% year-to-date, topping the Dow and the Nasdaq. That indicates that the stock market is having a broad rally.”</p><p><blockquote>“这是一个不错的季度,”康涅狄格州费尔菲尔德Dakota Wealth的高级投资组合经理罗伯特·帕夫利克(Robert Pavlik)表示。“截至昨晚收盘,标普今年迄今已上涨超过14%,超过道指和纳斯达克。这表明股市正在出现广泛反弹。”</blockquote></p><p> For the month, the bellwether S&P 500 notched its fifth consecutive advance, while the Dow snapped its four-month winning streak to end slightly lower. The Nasdaq also gained ground in June.</p><p><blockquote>本月,领头羊标普500连续第五次上涨,而道琼斯指数结束了四个月的连涨,小幅收低。纳斯达克在6月份也取得了进展。</blockquote></p><p> This month, investor appetite shifted away from economically sensitive cyclicals in favor of growth stocks.</p><p><blockquote>本月,投资者的兴趣从对经济敏感的周期性股票转向成长型股票。</blockquote></p><p> “Leading sectors year-to-date are what you’d expect,” Pavlik added. “Energy, financials and industrials, and that speaks to an economic environment that’s in the early stages of a cycle.”</p><p><blockquote>“今年迄今为止的领先行业正如你所预期的那样,”帕夫利克补充道。“能源、金融和工业,这表明经济环境正处于周期的早期阶段。”</blockquote></p><p> “(Investors) started the switch back to growth (stocks) after people started to buy in to (Fed Chair Jerome) Powell’s comments that focus on transitory inflation,” Pavlik added.</p><p><blockquote>帕夫利克补充道:“在人们开始接受(美联储主席杰罗姆)鲍威尔关注暂时性通胀的言论后,(投资者)开始转向增长(股票)。”</blockquote></p><p> “Some of the reopening trades have gotten a bit long in the tooth and that’s leading people back to growth.”</p><p><blockquote>“一些重新开放的交易已经持续了一段时间,这正在引导人们恢复增长。”</blockquote></p><p> (Graphic: Growths stocks outperform value in June, narrow YTD gap, )</p><p><blockquote>(图:6月份成长股跑赢价值股,年初至今差距缩小,)</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5b82b4dfdc765d913811f9d8572e60f6\" tg-width=\"964\" tg-height=\"723\" referrerpolicy=\"no-referrer\">“The overall stock market continues to be on a tear, with very consistent gains for quite some time,” said Tim Ghriskey, chief investment strategist at Inverness Counsel in New York. “Valuations, while certainly high by historical standards, have been at a fairly consistent level, benefiting from the economic recovery.”</p><p><blockquote>纽约Inverness Counsel首席投资策略师蒂姆·格里斯基(Tim Ghriskey)表示:“整体股市继续上涨,在相当长一段时间内持续上涨。”“虽然按照历史标准来看估值肯定很高,但受益于经济复苏,估值一直处于相当稳定的水平。”</blockquote></p><p> The private sector added 692,000 jobs in June, breezing past expectations, according to payroll processor ADP. The number is 92,000 higher than the private payroll adds economists predict from the Labor Department’s more comprehensive employment report due on Friday.</p><p><blockquote>根据薪资处理机构ADP的数据,私营部门6月份增加了692,000个就业岗位,轻松超出预期。这一数字比经济学家在劳工部周五发布的更全面的就业报告中预测的私人就业人数高出92,000人。</blockquote></p><p> The Dow Jones Industrial Average rose 210.22 points, or 0.61%, to 34,502.51, the S&P 500 gained 5.7 points, or 0.13%, to 4,297.5 and the Nasdaq Composite dropped 24.38 points, or 0.17%, to 14,503.95.</p><p><blockquote>道琼斯工业平均指数上涨210.22点,涨幅0.61%,至34,502.51点;标普500上涨5.7点,涨幅0.13%,至4,297.5点;纳斯达克综合指数下跌24.38点,涨幅0.17%,至14,503.95点。</blockquote></p><p> Among the 11 major sectors in the S&P, six ended the session higher, with energy enjoying the biggest percentage gain. Real estate was the day’s biggest loser.</p><p><blockquote>在标准普尔11个主要板块中,有6个板块收高,其中能源板块涨幅最大。房地产是当天最大的输家。</blockquote></p><p> Boeing Co gained 1.6% after Germany’s defense ministry announced it would buy five of the planemaker’s P-8A maritime control aircraft, coming on the heels of United Airlines unveiling its largest-ever order for new planes.</p><p><blockquote>德国国防部宣布将购买该飞机制造商的五架P-8A海上控制飞机,波音公司股价上涨1.6%,此前联合航空公布了有史以来最大的新飞机订单。</blockquote></p><p> Walmart jumped 2.7% after announcing on Tuesday that it would start selling a prescription-only insulin analog.</p><p><blockquote>沃尔玛周二宣布将开始销售仅限处方的胰岛素类似物,股价上涨2.7%。</blockquote></p><p> Micron Technology advanced 2.5% ahead of its quarterly earnings release, but was relatively unchanged in after-hours trading following the chipmaker’s quarterly results.</p><p><blockquote>美光科技在季度财报发布前上涨2.5%,但在芯片制造商公布季度业绩后,盘后交易中相对没有变化。</blockquote></p><p> Advancing issues outnumbered declining ones on the NYSE by a 1.35-to-1 ratio; on Nasdaq, a 1.19-to-1 ratio favored decliners.</p><p><blockquote>纽约证券交易所上涨股与下跌股的比例为1.35比1;在纳斯达克,1.19比1的比率有利于下跌股。</blockquote></p><p> The S&P 500 posted 20 new 52-week highs and no new lows; the Nasdaq Composite recorded 70 new highs and 36 new lows.</p><p><blockquote>标普500创下20个52周新高,无新低;纳斯达克综合指数录得70个新高和36个新低。</blockquote></p><p> Volume on U.S. exchanges was 10.85 billion shares, compared with the 11.05 billion average over the last 20 trading days.</p><p><blockquote>美国交易所成交量为108.5亿股,而过去20个交易日的平均成交量为110.5亿股。</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>S&P 500 notches fifth straight record closing high, fifth straight quarterly gain<blockquote>标普500连续第五次创下收盘新高,连续第五个季度上涨</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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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\">\nS&P 500 notches fifth straight record closing high, fifth straight quarterly gain<blockquote>标普500连续第五次创下收盘新高,连续第五个季度上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-07-01 07:11</span>\n</p>\n</h4>\n</header>\n<article>\n<p>NEW YORK (Reuters) - The S&P 500 nabbed its fifth straight record closing high on Wednesday as investors ended the month and the quarter by largely shrugging off positive economic data and looking toward Friday’s highly anticipated employment report.</p><p><blockquote>纽约(路透社)-标普500周三连续第五次创下收盘新高,投资者在本月和本季度结束时基本上摆脱了积极的经济数据,并期待周五备受期待的就业报告。</blockquote></p><p> In the last session of 2021’s first half, the indexes were languid and range-bound, with the blue-chip Dow posting gains, while the Nasdaq edged lower.</p><p><blockquote>在2021年上半年的最后一个交易日,股指低迷且区间震荡,蓝筹股道指上涨,而纳斯达克则小幅走低。</blockquote></p><p> All three indexes posted their fifth consecutive quarterly gains, with the S&P rising 8.2%, the Nasdaq advancing 9.5% and the Dow rising 4.6%. The S&P 500 registered its second-best first-half performance since 1998, rising 14.5%.</p><p><blockquote>三大指数均连续第五个季度上涨,标准普尔指数上涨8.2%,纳斯达克指数上涨9.5%,道指上涨4.6%。标普500上半年表现为1998年以来第二好,上涨14.5%。</blockquote></p><p> “It’s been a good quarter,” said Robert Pavlik, senior portfolio manager at Dakota Wealth in Fairfield, Connecticut. “As of last night’s close, the S&P has gained more than 14% year-to-date, topping the Dow and the Nasdaq. That indicates that the stock market is having a broad rally.”</p><p><blockquote>“这是一个不错的季度,”康涅狄格州费尔菲尔德Dakota Wealth的高级投资组合经理罗伯特·帕夫利克(Robert Pavlik)表示。“截至昨晚收盘,标普今年迄今已上涨超过14%,超过道指和纳斯达克。这表明股市正在出现广泛反弹。”</blockquote></p><p> For the month, the bellwether S&P 500 notched its fifth consecutive advance, while the Dow snapped its four-month winning streak to end slightly lower. The Nasdaq also gained ground in June.</p><p><blockquote>本月,领头羊标普500连续第五次上涨,而道琼斯指数结束了四个月的连涨,小幅收低。纳斯达克在6月份也取得了进展。</blockquote></p><p> This month, investor appetite shifted away from economically sensitive cyclicals in favor of growth stocks.</p><p><blockquote>本月,投资者的兴趣从对经济敏感的周期性股票转向成长型股票。</blockquote></p><p> “Leading sectors year-to-date are what you’d expect,” Pavlik added. “Energy, financials and industrials, and that speaks to an economic environment that’s in the early stages of a cycle.”</p><p><blockquote>“今年迄今为止的领先行业正如你所预期的那样,”帕夫利克补充道。“能源、金融和工业,这表明经济环境正处于周期的早期阶段。”</blockquote></p><p> “(Investors) started the switch back to growth (stocks) after people started to buy in to (Fed Chair Jerome) Powell’s comments that focus on transitory inflation,” Pavlik added.</p><p><blockquote>帕夫利克补充道:“在人们开始接受(美联储主席杰罗姆)鲍威尔关注暂时性通胀的言论后,(投资者)开始转向增长(股票)。”</blockquote></p><p> “Some of the reopening trades have gotten a bit long in the tooth and that’s leading people back to growth.”</p><p><blockquote>“一些重新开放的交易已经持续了一段时间,这正在引导人们恢复增长。”</blockquote></p><p> (Graphic: Growths stocks outperform value in June, narrow YTD gap, )</p><p><blockquote>(图:6月份成长股跑赢价值股,年初至今差距缩小,)</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5b82b4dfdc765d913811f9d8572e60f6\" tg-width=\"964\" tg-height=\"723\" referrerpolicy=\"no-referrer\">“The overall stock market continues to be on a tear, with very consistent gains for quite some time,” said Tim Ghriskey, chief investment strategist at Inverness Counsel in New York. “Valuations, while certainly high by historical standards, have been at a fairly consistent level, benefiting from the economic recovery.”</p><p><blockquote>纽约Inverness Counsel首席投资策略师蒂姆·格里斯基(Tim Ghriskey)表示:“整体股市继续上涨,在相当长一段时间内持续上涨。”“虽然按照历史标准来看估值肯定很高,但受益于经济复苏,估值一直处于相当稳定的水平。”</blockquote></p><p> The private sector added 692,000 jobs in June, breezing past expectations, according to payroll processor ADP. The number is 92,000 higher than the private payroll adds economists predict from the Labor Department’s more comprehensive employment report due on Friday.</p><p><blockquote>根据薪资处理机构ADP的数据,私营部门6月份增加了692,000个就业岗位,轻松超出预期。这一数字比经济学家在劳工部周五发布的更全面的就业报告中预测的私人就业人数高出92,000人。</blockquote></p><p> The Dow Jones Industrial Average rose 210.22 points, or 0.61%, to 34,502.51, the S&P 500 gained 5.7 points, or 0.13%, to 4,297.5 and the Nasdaq Composite dropped 24.38 points, or 0.17%, to 14,503.95.</p><p><blockquote>道琼斯工业平均指数上涨210.22点,涨幅0.61%,至34,502.51点;标普500上涨5.7点,涨幅0.13%,至4,297.5点;纳斯达克综合指数下跌24.38点,涨幅0.17%,至14,503.95点。</blockquote></p><p> Among the 11 major sectors in the S&P, six ended the session higher, with energy enjoying the biggest percentage gain. Real estate was the day’s biggest loser.</p><p><blockquote>在标准普尔11个主要板块中,有6个板块收高,其中能源板块涨幅最大。房地产是当天最大的输家。</blockquote></p><p> Boeing Co gained 1.6% after Germany’s defense ministry announced it would buy five of the planemaker’s P-8A maritime control aircraft, coming on the heels of United Airlines unveiling its largest-ever order for new planes.</p><p><blockquote>德国国防部宣布将购买该飞机制造商的五架P-8A海上控制飞机,波音公司股价上涨1.6%,此前联合航空公布了有史以来最大的新飞机订单。</blockquote></p><p> Walmart jumped 2.7% after announcing on Tuesday that it would start selling a prescription-only insulin analog.</p><p><blockquote>沃尔玛周二宣布将开始销售仅限处方的胰岛素类似物,股价上涨2.7%。</blockquote></p><p> Micron Technology advanced 2.5% ahead of its quarterly earnings release, but was relatively unchanged in after-hours trading following the chipmaker’s quarterly results.</p><p><blockquote>美光科技在季度财报发布前上涨2.5%,但在芯片制造商公布季度业绩后,盘后交易中相对没有变化。</blockquote></p><p> Advancing issues outnumbered declining ones on the NYSE by a 1.35-to-1 ratio; on Nasdaq, a 1.19-to-1 ratio favored decliners.</p><p><blockquote>纽约证券交易所上涨股与下跌股的比例为1.35比1;在纳斯达克,1.19比1的比率有利于下跌股。</blockquote></p><p> The S&P 500 posted 20 new 52-week highs and no new lows; the Nasdaq Composite recorded 70 new highs and 36 new lows.</p><p><blockquote>标普500创下20个52周新高,无新低;纳斯达克综合指数录得70个新高和36个新低。</blockquote></p><p> Volume on U.S. exchanges was 10.85 billion shares, compared with the 11.05 billion average over the last 20 trading days.</p><p><blockquote>美国交易所成交量为108.5亿股,而过去20个交易日的平均成交量为110.5亿股。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.reuters.com/article/us-usa-stocks/sp-500-notches-fifth-straight-record-closing-high-fifth-straight-quarterly-gain-idUSKCN2E619R\">Reuters</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.reuters.com/article/us-usa-stocks/sp-500-notches-fifth-straight-record-closing-high-fifth-straight-quarterly-gain-idUSKCN2E619R","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178516480","content_text":"NEW YORK (Reuters) - The S&P 500 nabbed its fifth straight record closing high on Wednesday as investors ended the month and the quarter by largely shrugging off positive economic data and looking toward Friday’s highly anticipated employment report.\nIn the last session of 2021’s first half, the indexes were languid and range-bound, with the blue-chip Dow posting gains, while the Nasdaq edged lower.\nAll three indexes posted their fifth consecutive quarterly gains, with the S&P rising 8.2%, the Nasdaq advancing 9.5% and the Dow rising 4.6%. The S&P 500 registered its second-best first-half performance since 1998, rising 14.5%.\n“It’s been a good quarter,” said Robert Pavlik, senior portfolio manager at Dakota Wealth in Fairfield, Connecticut. “As of last night’s close, the S&P has gained more than 14% year-to-date, topping the Dow and the Nasdaq. That indicates that the stock market is having a broad rally.”\nFor the month, the bellwether S&P 500 notched its fifth consecutive advance, while the Dow snapped its four-month winning streak to end slightly lower. The Nasdaq also gained ground in June.\nThis month, investor appetite shifted away from economically sensitive cyclicals in favor of growth stocks.\n“Leading sectors year-to-date are what you’d expect,” Pavlik added. “Energy, financials and industrials, and that speaks to an economic environment that’s in the early stages of a cycle.”\n“(Investors) started the switch back to growth (stocks) after people started to buy in to (Fed Chair Jerome) Powell’s comments that focus on transitory inflation,” Pavlik added.\n“Some of the reopening trades have gotten a bit long in the tooth and that’s leading people back to growth.”\n(Graphic: Growths stocks outperform value in June, narrow YTD gap, )\n“The overall stock market continues to be on a tear, with very consistent gains for quite some time,” said Tim Ghriskey, chief investment strategist at Inverness Counsel in New York. “Valuations, while certainly high by historical standards, have been at a fairly consistent level, benefiting from the economic recovery.”\nThe private sector added 692,000 jobs in June, breezing past expectations, according to payroll processor ADP. The number is 92,000 higher than the private payroll adds economists predict from the Labor Department’s more comprehensive employment report due on Friday.\nThe Dow Jones Industrial Average rose 210.22 points, or 0.61%, to 34,502.51, the S&P 500 gained 5.7 points, or 0.13%, to 4,297.5 and the Nasdaq Composite dropped 24.38 points, or 0.17%, to 14,503.95.\nAmong the 11 major sectors in the S&P, six ended the session higher, with energy enjoying the biggest percentage gain. Real estate was the day’s biggest loser.\nBoeing Co gained 1.6% after Germany’s defense ministry announced it would buy five of the planemaker’s P-8A maritime control aircraft, coming on the heels of United Airlines unveiling its largest-ever order for new planes.\nWalmart jumped 2.7% after announcing on Tuesday that it would start selling a prescription-only insulin analog.\nMicron Technology advanced 2.5% ahead of its quarterly earnings release, but was relatively unchanged in after-hours trading following the chipmaker’s quarterly results.\nAdvancing issues outnumbered declining ones on the NYSE by a 1.35-to-1 ratio; on Nasdaq, a 1.19-to-1 ratio favored decliners.\nThe S&P 500 posted 20 new 52-week highs and no new lows; the Nasdaq Composite recorded 70 new highs and 36 new lows.\nVolume on U.S. exchanges was 10.85 billion shares, compared with the 11.05 billion average over the last 20 trading days.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":754,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159973814,"gmtCreate":1624938809438,"gmtModify":1633946731415,"author":{"id":"3582865512656085","authorId":"3582865512656085","name":"Eric2166","avatar":"https://static.tigerbbs.com/951d62faf57e5fbf7374b225853c8d0d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582865512656085","authorIdStr":"3582865512656085"},"themes":[],"htmlText":"Up all the way[财迷] ","listText":"Up all the way[财迷] ","text":"Up all the 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all the way.[开心] [得意] ","listText":"up all the way.[开心] [得意] ","text":"up all the way.[开心] [得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/810323397","repostId":"1197778368","repostType":4,"isVote":1,"tweetType":1,"viewCount":1140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":153684795,"gmtCreate":1625021881217,"gmtModify":1633945728794,"author":{"id":"3582865512656085","authorId":"3582865512656085","name":"Eric2166","avatar":"https://static.tigerbbs.com/951d62faf57e5fbf7374b225853c8d0d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582865512656085","authorIdStr":"3582865512656085"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/153684795","repostId":"1124855646","repostType":4,"isVote":1,"tweetType":1,"viewCount":442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":811185148,"gmtCreate":1630297799784,"gmtModify":1704958025692,"author":{"id":"3582865512656085","authorId":"3582865512656085","name":"Eric2166","avatar":"https://static.tigerbbs.com/951d62faf57e5fbf7374b225853c8d0d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582865512656085","authorIdStr":"3582865512656085"},"themes":[],"htmlText":"hope so 🙂","listText":"hope so 🙂","text":"hope so 🙂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/811185148","repostId":"1129129956","repostType":4,"repost":{"id":"1129129956","kind":"news","pubTimestamp":1630201285,"share":"https://www.laohu8.com/m/news/1129129956?lang=zh_CN&edition=full","pubTime":"2021-08-29 09:41","market":"us","language":"en","title":"This Unloved Tech Stock Could Make You Rich One Day<blockquote>这只不受欢迎的科技股有一天会让你变得富有</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129129956","media":"Motley Fool","summary":"The iBuying business is a race to grow larger, and Opendoor is winning.The company is growing at a rate that is two years ahead of what management projected just a year earlier.The market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.Real estate iBuying company Opendoor Technologieshas been executing at a high level in the three quarters since coming public via a special purpose acquisition company merger. In a race to disrupt residential ","content":"<p>Key Points</p><p><blockquote>要点</blockquote></p><p> <ul> <li>The iBuying business is a race to grow larger, and Opendoor is winning.</li> <li>The company is growing at a rate that is two years ahead of what management projected just a year earlier.</li> <li>The market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.</li> </ul> </p><p><blockquote><ul><li>iBuying业务是一场做大的竞赛,Opendoor正在获胜。</li><li>该公司的增长速度比管理层一年前的预测提前了两年。</li><li>市场对几乎所有SPAC都持悲观态度,这使得Opendoor成为最终可能带来巨额回报的便宜货。</li></ul></blockquote></p><p> Real estate iBuying company <b>Opendoor Technologies</b>(NASDAQ:OPEN)has been executing at a high level in the three quarters since coming public via a special purpose acquisition company (SPAC) merger. In a race to disrupt residential real estate, one of the largest markets in the world, Opendoor's long-term potential could bring big returns for patient investors.</p><p><blockquote>房地产iBuying公司<b>开门技术</b>(纳斯达克:OPEN)自通过特殊目的收购公司(SPAC)合并上市以来,三个季度的执行情况一直处于高水平。在颠覆全球最大市场之一住宅房地产的竞赛中,Opendoor的长期潜力可能会为耐心的投资者带来丰厚的回报。</blockquote></p><p> Despite the upside, the market hasn't yet appreciated Opendoor's accomplishments; the stock is down more than 50% from its highs. There are three important clues that Opendoor could be a compelling investment idea for bold investors.</p><p><blockquote>尽管有上行空间,市场尚未欣赏Opendoor的成就;该股较高点下跌超过50%。有三个重要线索表明,对于大胆的投资者来说,Opendoor可能是一个引人注目的投资理念。</blockquote></p><p> <h3>1. Opendoor is winning the iBuying battle</h3> The traditional home-buying process in the United States is slow and handled by multiple parties, including agents, lawyers, inspectors, and bankers. This creates a lot of back and forth paperwork and drags the process out to more than 30 days, on average.</p><p><blockquote><h3>1.Opendoor正在赢得iBuying之战</h3>美国传统的购房流程缓慢,由多方处理,包括代理人、律师、检查员和银行家。这造成了大量来回的文书工作,平均将流程拖到30多天。</blockquote></p><p> Opendoor pioneered the concept of \"iBuying,\" where the buying and selling of a house are digitized, and a company like Opendoor works directly with sellers to provide them with a cash offer and a digital closing process. The company then resells the house on the market. The iBuying process cuts out agents and some of the fees associated with traditional closings, such as agent commissions. Opendoor then resells the house on the market and charges a service fee of up to 5% on the transaction.</p><p><blockquote>Opendoor开创了“iBuying”的概念,即房屋的买卖是数字化的,像Opendoor这样的公司直接与卖家合作,为他们提供现金报价和数字化成交流程。然后公司在市场上转售房子。iBuying流程省去了代理商和一些与传统成交相关的费用,如代理商佣金。然后Opendoor在市场上转售房屋,并收取高达5%的交易服务费。</blockquote></p><p> After seeing Opendoor steadily grow with its iBuying concept, competitors have also begun to offer iBuying services, including <b>Zillow Group</b> and Offerpad. Because of how capital intensive the business is (a lot of money is needed to buy and sell thousands of houses) and how price competitive the housing market is, these companies are racing to get as big as possible. As the companies buy and sell more homes, they have the ability to become more profitable by leveraging outsourced contractors to save money, and its pricing algorithm improves as it sees more transactions.</p><p><blockquote>在看到Opendoor凭借iBuying概念稳步增长后,竞争对手也开始提供iBuying服务,包括<b>Zillow集团</b>和Offerpad。由于该业务的资本密集型程度(买卖数千套房屋需要大量资金)以及房地产市场的价格竞争力,这些公司都在竞相做大。随着公司买卖更多房屋,他们有能力通过利用外包承包商来节省资金来获得更多利润,并且随着交易数量的增加,其定价算法也会改进。</blockquote></p><p> According to iBuyerStats, a website dedicated to tracking the competitors found in iBuying, Opendoor has consistently had the most housing inventory available for sale. It currently has roughly 3,300 houses for sale, 53% more than Zillow and more than four times as many as Offerpad.</p><p><blockquote>根据专门跟踪iBuying竞争对手的网站iBuyerStats的数据,Opendoor一直拥有最多的待售房屋库存。该公司目前约有3,300套待售房屋,比Zillow多53%,是Offerpad的四倍多。</blockquote></p><p> <h3>2. Revenue growth is ahead of schedule</h3> When companies go public viaSPACmerger, they lay out a public presentation of their business, often including long-term growth projections. Opendoor laid out its pre-merger investor presentation about a year ago, in September 2020.</p><p><blockquote><h3>2、营收增速提前</h3>当公司通过SpacMerger上市时,他们会公开介绍自己的业务,通常包括长期增长预测。大约一年前,即2020年9月,Opendoor发布了合并前投资者演示文稿。</blockquote></p><p> Fast forward to the company's recent 2021 Q2 earnings call. CEO and founder Eric Wu said on the earnings call, \"... based on our current progress, our second half revenue run rate is on track to exceed our 2023 target, a full two years ahead of plan.\"</p><p><blockquote>快进到该公司最近的2021年第二季度收益看涨期权。首席执行官兼创始人Eric Wu在财报看涨期权上表示,“……根据我们目前的进展,我们下半年的收入运行率有望超过2023年的目标,比计划提前了整整两年。”</blockquote></p><p> In other words, if Opendoor were to operate for 12 months at the level the business currently is, it would surpass the $9.8 billion in revenue it projected for 2023. This is an underlooked point because if Opendoor is already two years ahead of its original growth curve, where will it be by 2023? Sure, a dip in the housing market or other events could disrupt the company's speed of growth, but Opendoor is showing the world that the business is operating at a high level.</p><p><blockquote>换句话说,如果Opendoor按照目前的业务水平运营12个月,它将超过2023年预计的98亿美元收入。这是一个被忽视的点,因为如果Opendoor已经比其最初的增长曲线提前了两年,那么到2023年它会在哪里?当然,房地产市场下滑或其他事件可能会扰乱公司的增长速度,但Opendoor正在向世界展示该业务正在高水平运营。</blockquote></p><p> <h3>3. SPACs are out of favor with the market... opportunity?</h3> Investors have overlooked this strong performance, focusing instead on the fact that Opendoor joined the public market via SPAC merger. It has hardly mattered what operating results or earnings have looked like for former SPACs; the stock market has been selling off virtually all SPAC-based stocks for several months now.</p><p><blockquote><h3>3、SPAC失宠于市场……机会?</h3>投资者忽略了这一强劲表现,而是关注Opendoor通过SPAC合并加入公开市场的事实。对于前SPAC来说,经营业绩或收益如何并不重要;几个月来,股市几乎一直在抛售所有基于SPAC的股票。</blockquote></p><p> Investors have been spooked by a handful of \"bad apple\" companies turning up fraudulent, and other companies have wildly missed on the projections they made before going public. These instances have burned those involved, and investors have taken a much more cautious attitude toward SPACs as a whole.</p><p><blockquote>投资者对少数“不良苹果”公司的欺诈行为感到震惊,而其他公司也严重未能实现上市前的预测。这些事件伤害了相关人员,投资者对SPAC整体采取了更加谨慎的态度。</blockquote></p><p> But if companies like Opendoor keep blowing away estimates, the market is likely to come around eventually. When it does, the stock price could move aggressively. If we take Eric Wu's comments about revenue and assume that Opendoor does sales of $10 billion in 2022 (in other words, Opendoor stops growing and maintains its current pace over the following year), the stock currently trades at aprice-to-sales(P/S) ratio of just 1.0. That's a bargain-bin valuation.</p><p><blockquote>但如果像Opendoor这样的公司继续超出预期,市场最终可能会好转。当这种情况发生时,股价可能会大幅波动。如果我们采纳Eric Wu对收入的评论,并假设Opendoor在2022年的销售额为100亿美元(换句话说,Opendoor在接下来的一年里停止增长并保持目前的速度),那么该股目前的市销率(P/S)比率仅为1.0。这是一个便宜的估值。</blockquote></p><p> Competitor Zillow Group trades at a P/S ratio of more than 3, reflecting Opendoor's discount as a former SPAC.</p><p><blockquote>竞争对手Zillow Group的市盈率超过3,反映了Opendoor作为前SPAC的折扣。</blockquote></p><p></p><p> <h3>Here's the bottom line</h3> Real estate is a huge market, and it's a complicated industry because of the clash between traditional agents and the \"new kids\" on the block trying to bring technology into homebuying. It's too early to say that Opendoor will become the \"<b>Amazon</b>\" of home buying, but what seems certain is that the company is poised to be a big player in real estate's future if it keeps performing like this.</p><p><blockquote><h3>这是底线</h3>房地产是一个巨大的市场,也是一个复杂的行业,因为传统代理商和试图将技术引入购房的“新人”之间存在冲突。现在说Opendoor将成为“<b>亚马逊</b>“但似乎可以肯定的是,如果该公司继续保持这样的表现,它将成为房地产未来的重要参与者。</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>This Unloved Tech Stock Could Make You Rich One Day<blockquote>这只不受欢迎的科技股有一天会让你变得富有</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\">\nThis Unloved Tech Stock Could Make You Rich One Day<blockquote>这只不受欢迎的科技股有一天会让你变得富有</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\">2021-08-29 09:41</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Key Points</p><p><blockquote>要点</blockquote></p><p> <ul> <li>The iBuying business is a race to grow larger, and Opendoor is winning.</li> <li>The company is growing at a rate that is two years ahead of what management projected just a year earlier.</li> <li>The market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.</li> </ul> </p><p><blockquote><ul><li>iBuying业务是一场做大的竞赛,Opendoor正在获胜。</li><li>该公司的增长速度比管理层一年前的预测提前了两年。</li><li>市场对几乎所有SPAC都持悲观态度,这使得Opendoor成为最终可能带来巨额回报的便宜货。</li></ul></blockquote></p><p> Real estate iBuying company <b>Opendoor Technologies</b>(NASDAQ:OPEN)has been executing at a high level in the three quarters since coming public via a special purpose acquisition company (SPAC) merger. In a race to disrupt residential real estate, one of the largest markets in the world, Opendoor's long-term potential could bring big returns for patient investors.</p><p><blockquote>房地产iBuying公司<b>开门技术</b>(纳斯达克:OPEN)自通过特殊目的收购公司(SPAC)合并上市以来,三个季度的执行情况一直处于高水平。在颠覆全球最大市场之一住宅房地产的竞赛中,Opendoor的长期潜力可能会为耐心的投资者带来丰厚的回报。</blockquote></p><p> Despite the upside, the market hasn't yet appreciated Opendoor's accomplishments; the stock is down more than 50% from its highs. There are three important clues that Opendoor could be a compelling investment idea for bold investors.</p><p><blockquote>尽管有上行空间,市场尚未欣赏Opendoor的成就;该股较高点下跌超过50%。有三个重要线索表明,对于大胆的投资者来说,Opendoor可能是一个引人注目的投资理念。</blockquote></p><p> <h3>1. Opendoor is winning the iBuying battle</h3> The traditional home-buying process in the United States is slow and handled by multiple parties, including agents, lawyers, inspectors, and bankers. This creates a lot of back and forth paperwork and drags the process out to more than 30 days, on average.</p><p><blockquote><h3>1.Opendoor正在赢得iBuying之战</h3>美国传统的购房流程缓慢,由多方处理,包括代理人、律师、检查员和银行家。这造成了大量来回的文书工作,平均将流程拖到30多天。</blockquote></p><p> Opendoor pioneered the concept of \"iBuying,\" where the buying and selling of a house are digitized, and a company like Opendoor works directly with sellers to provide them with a cash offer and a digital closing process. The company then resells the house on the market. The iBuying process cuts out agents and some of the fees associated with traditional closings, such as agent commissions. Opendoor then resells the house on the market and charges a service fee of up to 5% on the transaction.</p><p><blockquote>Opendoor开创了“iBuying”的概念,即房屋的买卖是数字化的,像Opendoor这样的公司直接与卖家合作,为他们提供现金报价和数字化成交流程。然后公司在市场上转售房子。iBuying流程省去了代理商和一些与传统成交相关的费用,如代理商佣金。然后Opendoor在市场上转售房屋,并收取高达5%的交易服务费。</blockquote></p><p> After seeing Opendoor steadily grow with its iBuying concept, competitors have also begun to offer iBuying services, including <b>Zillow Group</b> and Offerpad. Because of how capital intensive the business is (a lot of money is needed to buy and sell thousands of houses) and how price competitive the housing market is, these companies are racing to get as big as possible. As the companies buy and sell more homes, they have the ability to become more profitable by leveraging outsourced contractors to save money, and its pricing algorithm improves as it sees more transactions.</p><p><blockquote>在看到Opendoor凭借iBuying概念稳步增长后,竞争对手也开始提供iBuying服务,包括<b>Zillow集团</b>和Offerpad。由于该业务的资本密集型程度(买卖数千套房屋需要大量资金)以及房地产市场的价格竞争力,这些公司都在竞相做大。随着公司买卖更多房屋,他们有能力通过利用外包承包商来节省资金来获得更多利润,并且随着交易数量的增加,其定价算法也会改进。</blockquote></p><p> According to iBuyerStats, a website dedicated to tracking the competitors found in iBuying, Opendoor has consistently had the most housing inventory available for sale. It currently has roughly 3,300 houses for sale, 53% more than Zillow and more than four times as many as Offerpad.</p><p><blockquote>根据专门跟踪iBuying竞争对手的网站iBuyerStats的数据,Opendoor一直拥有最多的待售房屋库存。该公司目前约有3,300套待售房屋,比Zillow多53%,是Offerpad的四倍多。</blockquote></p><p> <h3>2. Revenue growth is ahead of schedule</h3> When companies go public viaSPACmerger, they lay out a public presentation of their business, often including long-term growth projections. Opendoor laid out its pre-merger investor presentation about a year ago, in September 2020.</p><p><blockquote><h3>2、营收增速提前</h3>当公司通过SpacMerger上市时,他们会公开介绍自己的业务,通常包括长期增长预测。大约一年前,即2020年9月,Opendoor发布了合并前投资者演示文稿。</blockquote></p><p> Fast forward to the company's recent 2021 Q2 earnings call. CEO and founder Eric Wu said on the earnings call, \"... based on our current progress, our second half revenue run rate is on track to exceed our 2023 target, a full two years ahead of plan.\"</p><p><blockquote>快进到该公司最近的2021年第二季度收益看涨期权。首席执行官兼创始人Eric Wu在财报看涨期权上表示,“……根据我们目前的进展,我们下半年的收入运行率有望超过2023年的目标,比计划提前了整整两年。”</blockquote></p><p> In other words, if Opendoor were to operate for 12 months at the level the business currently is, it would surpass the $9.8 billion in revenue it projected for 2023. This is an underlooked point because if Opendoor is already two years ahead of its original growth curve, where will it be by 2023? Sure, a dip in the housing market or other events could disrupt the company's speed of growth, but Opendoor is showing the world that the business is operating at a high level.</p><p><blockquote>换句话说,如果Opendoor按照目前的业务水平运营12个月,它将超过2023年预计的98亿美元收入。这是一个被忽视的点,因为如果Opendoor已经比其最初的增长曲线提前了两年,那么到2023年它会在哪里?当然,房地产市场下滑或其他事件可能会扰乱公司的增长速度,但Opendoor正在向世界展示该业务正在高水平运营。</blockquote></p><p> <h3>3. SPACs are out of favor with the market... opportunity?</h3> Investors have overlooked this strong performance, focusing instead on the fact that Opendoor joined the public market via SPAC merger. It has hardly mattered what operating results or earnings have looked like for former SPACs; the stock market has been selling off virtually all SPAC-based stocks for several months now.</p><p><blockquote><h3>3、SPAC失宠于市场……机会?</h3>投资者忽略了这一强劲表现,而是关注Opendoor通过SPAC合并加入公开市场的事实。对于前SPAC来说,经营业绩或收益如何并不重要;几个月来,股市几乎一直在抛售所有基于SPAC的股票。</blockquote></p><p> Investors have been spooked by a handful of \"bad apple\" companies turning up fraudulent, and other companies have wildly missed on the projections they made before going public. These instances have burned those involved, and investors have taken a much more cautious attitude toward SPACs as a whole.</p><p><blockquote>投资者对少数“不良苹果”公司的欺诈行为感到震惊,而其他公司也严重未能实现上市前的预测。这些事件伤害了相关人员,投资者对SPAC整体采取了更加谨慎的态度。</blockquote></p><p> But if companies like Opendoor keep blowing away estimates, the market is likely to come around eventually. When it does, the stock price could move aggressively. If we take Eric Wu's comments about revenue and assume that Opendoor does sales of $10 billion in 2022 (in other words, Opendoor stops growing and maintains its current pace over the following year), the stock currently trades at aprice-to-sales(P/S) ratio of just 1.0. That's a bargain-bin valuation.</p><p><blockquote>但如果像Opendoor这样的公司继续超出预期,市场最终可能会好转。当这种情况发生时,股价可能会大幅波动。如果我们采纳Eric Wu对收入的评论,并假设Opendoor在2022年的销售额为100亿美元(换句话说,Opendoor在接下来的一年里停止增长并保持目前的速度),那么该股目前的市销率(P/S)比率仅为1.0。这是一个便宜的估值。</blockquote></p><p> Competitor Zillow Group trades at a P/S ratio of more than 3, reflecting Opendoor's discount as a former SPAC.</p><p><blockquote>竞争对手Zillow Group的市盈率超过3,反映了Opendoor作为前SPAC的折扣。</blockquote></p><p></p><p> <h3>Here's the bottom line</h3> Real estate is a huge market, and it's a complicated industry because of the clash between traditional agents and the \"new kids\" on the block trying to bring technology into homebuying. It's too early to say that Opendoor will become the \"<b>Amazon</b>\" of home buying, but what seems certain is that the company is poised to be a big player in real estate's future if it keeps performing like this.</p><p><blockquote><h3>这是底线</h3>房地产是一个巨大的市场,也是一个复杂的行业,因为传统代理商和试图将技术引入购房的“新人”之间存在冲突。现在说Opendoor将成为“<b>亚马逊</b>“但似乎可以肯定的是,如果该公司继续保持这样的表现,它将成为房地产未来的重要参与者。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/08/28/this-unloved-tech-stock-may-make-you-rich-one-day/\">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":{"OPEN":"Opendoor Technologies Inc"},"source_url":"https://www.fool.com/investing/2021/08/28/this-unloved-tech-stock-may-make-you-rich-one-day/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129129956","content_text":"Key Points\n\nThe iBuying business is a race to grow larger, and Opendoor is winning.\nThe company is growing at a rate that is two years ahead of what management projected just a year earlier.\nThe market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.\n\n\nReal estate iBuying company Opendoor Technologies(NASDAQ:OPEN)has been executing at a high level in the three quarters since coming public via a special purpose acquisition company (SPAC) merger. In a race to disrupt residential real estate, one of the largest markets in the world, Opendoor's long-term potential could bring big returns for patient investors.\nDespite the upside, the market hasn't yet appreciated Opendoor's accomplishments; the stock is down more than 50% from its highs. There are three important clues that Opendoor could be a compelling investment idea for bold investors.\n1. Opendoor is winning the iBuying battle\nThe traditional home-buying process in the United States is slow and handled by multiple parties, including agents, lawyers, inspectors, and bankers. This creates a lot of back and forth paperwork and drags the process out to more than 30 days, on average.\nOpendoor pioneered the concept of \"iBuying,\" where the buying and selling of a house are digitized, and a company like Opendoor works directly with sellers to provide them with a cash offer and a digital closing process. The company then resells the house on the market. The iBuying process cuts out agents and some of the fees associated with traditional closings, such as agent commissions. Opendoor then resells the house on the market and charges a service fee of up to 5% on the transaction.\nAfter seeing Opendoor steadily grow with its iBuying concept, competitors have also begun to offer iBuying services, including Zillow Group and Offerpad. Because of how capital intensive the business is (a lot of money is needed to buy and sell thousands of houses) and how price competitive the housing market is, these companies are racing to get as big as possible. As the companies buy and sell more homes, they have the ability to become more profitable by leveraging outsourced contractors to save money, and its pricing algorithm improves as it sees more transactions.\nAccording to iBuyerStats, a website dedicated to tracking the competitors found in iBuying, Opendoor has consistently had the most housing inventory available for sale. It currently has roughly 3,300 houses for sale, 53% more than Zillow and more than four times as many as Offerpad.\n2. Revenue growth is ahead of schedule\nWhen companies go public viaSPACmerger, they lay out a public presentation of their business, often including long-term growth projections. Opendoor laid out its pre-merger investor presentation about a year ago, in September 2020.\nFast forward to the company's recent 2021 Q2 earnings call. CEO and founder Eric Wu said on the earnings call, \"... based on our current progress, our second half revenue run rate is on track to exceed our 2023 target, a full two years ahead of plan.\"\nIn other words, if Opendoor were to operate for 12 months at the level the business currently is, it would surpass the $9.8 billion in revenue it projected for 2023. This is an underlooked point because if Opendoor is already two years ahead of its original growth curve, where will it be by 2023? Sure, a dip in the housing market or other events could disrupt the company's speed of growth, but Opendoor is showing the world that the business is operating at a high level.\n3. SPACs are out of favor with the market... opportunity?\nInvestors have overlooked this strong performance, focusing instead on the fact that Opendoor joined the public market via SPAC merger. It has hardly mattered what operating results or earnings have looked like for former SPACs; the stock market has been selling off virtually all SPAC-based stocks for several months now.\nInvestors have been spooked by a handful of \"bad apple\" companies turning up fraudulent, and other companies have wildly missed on the projections they made before going public. These instances have burned those involved, and investors have taken a much more cautious attitude toward SPACs as a whole.\nBut if companies like Opendoor keep blowing away estimates, the market is likely to come around eventually. When it does, the stock price could move aggressively. If we take Eric Wu's comments about revenue and assume that Opendoor does sales of $10 billion in 2022 (in other words, Opendoor stops growing and maintains its current pace over the following year), the stock currently trades at aprice-to-sales(P/S) ratio of just 1.0. That's a bargain-bin valuation.\nCompetitor Zillow Group trades at a P/S ratio of more than 3, reflecting Opendoor's discount as a former SPAC.\nHere's the bottom line\nReal estate is a huge market, and it's a complicated industry because of the clash between traditional agents and the \"new kids\" on the block trying to bring technology into homebuying. It's too early to say that Opendoor will become the \"Amazon\" of home buying, but what seems certain is that the company is poised to be a big player in real estate's future if it keeps performing like this.","news_type":1,"symbols_score_info":{"OPEN":0.9}},"isVote":1,"tweetType":1,"viewCount":561,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800054520,"gmtCreate":1627267703160,"gmtModify":1631893883148,"author":{"id":"3582865512656085","authorId":"3582865512656085","name":"Eric2166","avatar":"https://static.tigerbbs.com/951d62faf57e5fbf7374b225853c8d0d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582865512656085","authorIdStr":"3582865512656085"},"themes":[],"htmlText":"K.","listText":"K.","text":"K.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/800054520","repostId":"2154893468","repostType":2,"isVote":1,"tweetType":1,"viewCount":497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800058924,"gmtCreate":1627267463168,"gmtModify":1631893883160,"author":{"id":"3582865512656085","authorId":"3582865512656085","name":"Eric2166","avatar":"https://static.tigerbbs.com/951d62faf57e5fbf7374b225853c8d0d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582865512656085","authorIdStr":"3582865512656085"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800058924","repostId":"1100772026","repostType":4,"isVote":1,"tweetType":1,"viewCount":543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175158336,"gmtCreate":1627015879525,"gmtModify":1633768740247,"author":{"id":"3582865512656085","authorId":"3582865512656085","name":"Eric2166","avatar":"https://static.tigerbbs.com/951d62faf57e5fbf7374b225853c8d0d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582865512656085","authorIdStr":"3582865512656085"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/175158336","repostId":"2153787206","repostType":4,"isVote":1,"tweetType":1,"viewCount":338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147006025,"gmtCreate":1626317593967,"gmtModify":1633927912725,"author":{"id":"3582865512656085","authorId":"3582865512656085","name":"Eric2166","avatar":"https://static.tigerbbs.com/951d62faf57e5fbf7374b225853c8d0d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582865512656085","authorIdStr":"3582865512656085"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/147006025","repostId":"1163666322","repostType":4,"isVote":1,"tweetType":1,"viewCount":512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}