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2021-08-10

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2021-08-05

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5 Stocks To Watch For August 5, 2021<blockquote>2021 年 8 月 5 日值得关注的 5 只股票</blockquote>

2021-08-04

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2021-08-03

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Pfizer awarded $3.5 billion contract by U.S. Army to produce COVID-19 vaccines<blockquote>辉瑞获得美国35亿美元合同。陆军将生产 COVID-19 疫苗</blockquote>

2021-07-30

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2021-07-24

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2021-07-23

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How to invest as the Delta variant takes hold<blockquote>随着德尔塔变异毒株的到来，如何投资</blockquote>

2021-07-21

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Moderna stock 'has taken on a life of its own' ahead of S&P 500 entrance<blockquote>Moderna 股票在标普500上市之前“有了自己的生命”</blockquote>

2021-07-20

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2021-07-19

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2021-07-18

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2021-07-16

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2021-07-12

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2021-07-06

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What Does the End of the Quarter Mean for Portfolio Management?<blockquote>季度末对投资组合管理意味着什么？</blockquote>

2021-07-03

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NIO May Grow Even Faster Than Expected<blockquote>蔚来增长速度可能比预期还要快</blockquote>

2021-07-02

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Nio, XPeng Clock Record June Deliveries: Which EV Maker Outperformed?<blockquote>蔚来、小鹏汽车 6 月份交付量创纪录：哪家电动汽车制造商表现优异？</blockquote>

2021-07-02

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Cloudflare's Moat (Why It's Better Than The Big Boys)<blockquote>Cloudflare 的护城河（为什么它比大男孩更好）</blockquote>

2021-07-01

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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历史新高，连续第五个季度上涨</blockquote>

2021-06-30

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Is Now The Time To Buy Stock In Plug Power, Micron Or Roblox?<blockquote>现在是购买普拉格能源、美光或 Roblox 股票的时候了吗？</blockquote>

2021-06-30

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Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1628154522,"share":"https://www.laohunote.com/m/news/2157433887?lang=zh_CN&edition=full","pubTime":"2021-08-05 17:08","market":"hk","language":"en","title":"5 Stocks To Watch For August 5, 2021<blockquote>2021 年 8 月 5 日值得关注的 5 只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2157433887","media":"Benzinga Earnings","summary":"Some of the stocks that may grab investor focus today are:\n\tWall Street expects  Kellogg Company (NYSE: K) to report quarterly earnings at $1.02 per share on revenue of $3.41 billion before the opening bell. 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Cardinal Health shares fell 1.1% to close at $58.98 on Wednesday.</li> </ul> <ul>  <li><b><a href=\"https://laohu8.com/S/BKNG\">Booking Holdings</a> Inc</b> (NASDAQ:BKNG) reported a wider-than-expected loss for its second quarter, while sales surpassed estimates. Booking shares gained 3.1% to $2,150.22 in the after-hours trading session.</li>  <li>Analysts are expecting <b> <a href=\"https://laohu8.com/S/VIACP\">ViacomCBS Inc.</a> </b> (NASDAQ:VIAC) to have earned $0.96 per share on revenue of $6.48 billion for the latest quarter. The company will release earnings after the closing bell. ViacomCBS shares fell 0.7% to $38.52 in after-hours trading.</li> </ul></p><p><blockquote><ul><li>华尔街预期<b>凯洛格公司</b>（纽约证券交易所股票代码：K）将公布季度收益，每股 1.02 美元，开盘前营收为 34.1 亿美元。家乐氏股价在盘后交易中下跌 0.1%，至 61.96 美元。</li><li><b>优步科技公司</b>（纽约证券交易所股票代码：UBER）公布第二季度亏损扩大，但销售额超出预期。该公司公布的调整后息税折旧摊销前亏损为 5.09 亿美元，比第一季度扩大约 1.5 亿美元。Uber 股价在盘前交易时段下跌 4%，至 40.13 美元。</li><li>分析师预计<b>卡迪纳尔健康公司</b>（纽约证券交易所股票代码：CAH）公布季度收益为每股 1.20 美元，开盘前营收为 404.3 亿美元。Cardinal Health 股价周三下跌 1.1%，收于 58.98 美元。</li></ul><ul><li><b><a href=\"https://laohu8.com/S/BKNG\">预订持有量</a>公司</b>（纳斯达克股票代码：BKNG）公布第二季度亏损超出预期，而销售额超出预期。Booking 股价在盘后交易时段上涨 3.1%，至 2,150.22 美元。</li><li>分析师预计<b><a href=\"https://laohu8.com/S/VIACP\">维亚康姆哥伦比亚广播公司。</a></b>（纳斯达克股票代码：VIAC）最新季度营收为 64.8 亿美元，每股收益为 0.96 美元。该公司将在收盘后发布财报。维亚康姆哥伦比亚广播公司股价在盘后交易中下跌 0.7%，至 38.52 美元。</li></ul></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>5 Stocks To Watch For August 5, 2021<blockquote>2021 年 8 月 5 日值得关注的 5 只股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Stocks To Watch For August 5, 2021<blockquote>2021 年 8 月 5 日值得关注的 5 只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time smaller\">2021-08-05 17:08</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Some of the stocks that may grab investor focus today are:</p><p><blockquote>今天可能吸引投资者关注的一些股票是：</blockquote></p><p> <ul>  <li>Wall Street expects <b> Kellogg Company</b> (NYSE:K) to report quarterly earnings at $1.02 per share on revenue of $3.41 billion before the opening bell. Kellogg shares fell 0.1% to $61.96 in after-hours trading.</li>  <li><b>Uber Technologies Inc</b> (NYSE:UBER) reported a wider loss for its second quarter, while sales exceeded expectations. The company posted an adjusted loss before interest, taxes, depreciation and amortization of $509 million, wider by around $150 million compared to the first quarter. Uber shares fell&nbsp;4% to $40.13 in the pre-market trading session.</li>  <li>Analysts expect <b> Cardinal Health Inc</b> (NYSE:CAH) to post quarterly earnings at $1.20 per share on revenue of $40.43 billion before the opening bell. Cardinal Health shares fell 1.1% to close at $58.98 on Wednesday.</li> </ul> <ul>  <li><b><a href=\"https://laohu8.com/S/BKNG\">Booking Holdings</a> Inc</b> (NASDAQ:BKNG) reported a wider-than-expected loss for its second quarter, while sales surpassed estimates. Booking shares gained 3.1% to $2,150.22 in the after-hours trading session.</li>  <li>Analysts are expecting <b> <a href=\"https://laohu8.com/S/VIACP\">ViacomCBS Inc.</a> </b> (NASDAQ:VIAC) to have earned $0.96 per share on revenue of $6.48 billion for the latest quarter. The company will release earnings after the closing bell. ViacomCBS shares fell 0.7% to $38.52 in after-hours trading.</li> </ul></p><p><blockquote><ul><li>华尔街预期<b>凯洛格公司</b>（纽约证券交易所股票代码：K）将公布季度收益，每股 1.02 美元，开盘前营收为 34.1 亿美元。家乐氏股价在盘后交易中下跌 0.1%，至 61.96 美元。</li><li><b>优步科技公司</b>（纽约证券交易所股票代码：UBER）公布第二季度亏损扩大，但销售额超出预期。该公司公布的调整后息税折旧摊销前亏损为 5.09 亿美元，比第一季度扩大约 1.5 亿美元。Uber 股价在盘前交易时段下跌 4%，至 40.13 美元。</li><li>分析师预计<b>卡迪纳尔健康公司</b>（纽约证券交易所股票代码：CAH）公布季度收益为每股 1.20 美元，开盘前营收为 404.3 亿美元。Cardinal Health 股价周三下跌 1.1%，收于 58.98 美元。</li></ul><ul><li><b><a href=\"https://laohu8.com/S/BKNG\">预订持有量</a>公司</b>（纳斯达克股票代码：BKNG）公布第二季度亏损超出预期，而销售额超出预期。Booking 股价在盘后交易时段上涨 3.1%，至 2,150.22 美元。</li><li>分析师预计<b><a href=\"https://laohu8.com/S/VIACP\">维亚康姆哥伦比亚广播公司。</a></b>（纳斯达克股票代码：VIAC）最新季度营收为 64.8 亿美元，每股收益为 0.96 美元。该公司将在收盘后发布财报。维亚康姆哥伦比亚广播公司股价在盘后交易中下跌 0.7%，至 38.52 美元。</li></ul></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UBER":"优步","QNETCN":"纳斯达克中美互联网老虎指数","CAH":"卡地纳健康","BKNG":"Booking Holdings"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2157433887","content_text":"Some of the stocks that may grab investor focus today are:\n\nWall Street expects  Kellogg Company (NYSE:K) to report quarterly earnings at $1.02 per share on revenue of $3.41 billion before the opening bell. Kellogg shares fell 0.1% to $61.96 in after-hours trading.\nUber Technologies Inc (NYSE:UBER) reported a wider loss for its second quarter, while sales exceeded expectations. The company posted an adjusted loss before interest, taxes, depreciation and amortization of $509 million, wider by around $150 million compared to the first quarter. Uber shares fell 4% to $40.13 in the pre-market trading session.\nAnalysts expect  Cardinal Health Inc (NYSE:CAH) to post quarterly earnings at $1.20 per share on revenue of $40.43 billion before the opening bell. Cardinal Health shares fell 1.1% to close at $58.98 on Wednesday.\n\n\nBooking Holdings Inc (NASDAQ:BKNG) reported a wider-than-expected loss for its second quarter, while sales surpassed estimates. Booking shares gained 3.1% to $2,150.22 in the after-hours trading session.\nAnalysts are expecting  ViacomCBS Inc.  (NASDAQ:VIAC) to have earned $0.96 per share on revenue of $6.48 billion for the latest quarter. The company will release earnings after the closing bell. ViacomCBS shares fell 0.7% to $38.52 in after-hours trading.","news_type":1,"symbols_score_info":{"BKNG":0.9,"VIAC":0.9,"UBER":0.9,"QNETCN":0.9,"K":0.9,"CAH":0.9}},"isVote":1,"tweetType":1,"viewCount":2943,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807522792,"gmtCreate":1628044742216,"gmtModify":1633754082644,"author":{"id":"3583113201416266","authorId":"3583113201416266","name":"AliciaA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583113201416266","authorIdStr":"3583113201416266"},"themes":[],"title":"","htmlText":"Like and comment pls","listText":"Like and comment pls","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/807522792","repostId":"2156312793","repostType":4,"isVote":1,"tweetType":1,"viewCount":3775,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804403148,"gmtCreate":1627968790184,"gmtModify":1633754763286,"author":{"id":"3583113201416266","authorId":"3583113201416266","name":"AliciaA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583113201416266","authorIdStr":"3583113201416266"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804403148","repostId":"1166451449","repostType":4,"repost":{"id":"1166451449","kind":"news","pubTimestamp":1627968332,"share":"https://www.laohunote.com/m/news/1166451449?lang=zh_CN&edition=full","pubTime":"2021-08-03 13:25","market":"us","language":"en","title":"Pfizer awarded $3.5 billion contract by U.S. Army to produce COVID-19 vaccines<blockquote>辉瑞获得美国35亿美元合同。陆军将生产 COVID-19 疫苗</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1166451449","media":"Seeking Alpha","summary":"The Pentagon said on Monday that the U.S. Army has awarded Pfizer a contract valued at $3.5B to manu","content":"<p><ul>  <li>The Pentagon said on Monday that the U.S. Army&nbsp;has awarded&nbsp;<a href=\"https://laohu8.com/S/PFE\">Pfizer</a> a contract valued at $3.5B to manufacture 500M doses of the vaccine developed by the company in partnership with <a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>,&nbsp;<i>New York Post</i>reports.</li>  <li>The vaccine deliveries will be earmarked for distribution around the world by the end of next year. Pfizer’s messenger-RNA-based vaccine became the first COVID-19 shot to win the FDA's emergency use authorization&nbsp;in December last year.</li>  <li>A few days later, the U.S. government increased its order size for the vaccine by 100M doses, bringing the total number of its&nbsp;orders to 200M doses.</li>  <li>In June, it was reported that Pfizer (PFE) agreed to supply the federal government with 500M doses of the vaccine with an option for another 200M doses.</li>  <li>The company was set to make the deliveries at a not-for-profit basis, unlike the $19.50 per shot paid by the U.S.&nbsp;in the initial contract.</li> </ul> <ul></ul> </p><p><blockquote><ul><li>五角大楼周一表示，美国陆军已授予<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>一份价值 $3.5B 的合同，用于生产该公司合作开发的 5 亿剂疫苗<a href=\"https://laohu8.com/S/BNTX\">生物科技公司</a>, <i>纽约邮报</i>报告。</li><li>疫苗交付将在明年年底前指定分发到世界各地。去年 12 月，辉瑞公司基于信使 RNA 的疫苗成为第一个获得 FDA 紧急使用授权的 COVID-19 疫苗。</li><li>几天后，美国政府将疫苗订单量增加了1亿剂，使其订单总数达到2亿剂。</li><li>6月，据报道，辉瑞公司（PFE）同意向联邦政府供应5亿剂疫苗，并可选择再供应2亿剂。</li><li>该公司将在非营利的基础上进行交付，不像美国在最初的合同中支付的每次19.50美元。</li></ul><ul></ul></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>Pfizer awarded $3.5 billion contract by U.S. Army to produce COVID-19 vaccines<blockquote>辉瑞获得美国35亿美元合同。陆军将生产 COVID-19 疫苗</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\">\nPfizer awarded $3.5 billion contract by U.S. Army to produce COVID-19 vaccines<blockquote>辉瑞获得美国35亿美元合同。陆军将生产 COVID-19 疫苗</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-08-03 13:25</span>\n</p>\n</h4>\n</header>\n<article>\n<p><ul>  <li>The Pentagon said on Monday that the U.S. Army&nbsp;has awarded&nbsp;<a href=\"https://laohu8.com/S/PFE\">Pfizer</a> a contract valued at $3.5B to manufacture 500M doses of the vaccine developed by the company in partnership with <a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>,&nbsp;<i>New York Post</i>reports.</li>  <li>The vaccine deliveries will be earmarked for distribution around the world by the end of next year. Pfizer’s messenger-RNA-based vaccine became the first COVID-19 shot to win the FDA's emergency use authorization&nbsp;in December last year.</li>  <li>A few days later, the U.S. government increased its order size for the vaccine by 100M doses, bringing the total number of its&nbsp;orders to 200M doses.</li>  <li>In June, it was reported that Pfizer (PFE) agreed to supply the federal government with 500M doses of the vaccine with an option for another 200M doses.</li>  <li>The company was set to make the deliveries at a not-for-profit basis, unlike the $19.50 per shot paid by the U.S.&nbsp;in the initial contract.</li> </ul> <ul></ul> </p><p><blockquote><ul><li>五角大楼周一表示，美国陆军已授予<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>一份价值 $3.5B 的合同，用于生产该公司合作开发的 5 亿剂疫苗<a href=\"https://laohu8.com/S/BNTX\">生物科技公司</a>, <i>纽约邮报</i>报告。</li><li>疫苗交付将在明年年底前指定分发到世界各地。去年 12 月，辉瑞公司基于信使 RNA 的疫苗成为第一个获得 FDA 紧急使用授权的 COVID-19 疫苗。</li><li>几天后，美国政府将疫苗订单量增加了1亿剂，使其订单总数达到2亿剂。</li><li>6月，据报道，辉瑞公司（PFE）同意向联邦政府供应5亿剂疫苗，并可选择再供应2亿剂。</li><li>该公司将在非营利的基础上进行交付，不像美国在最初的合同中支付的每次19.50美元。</li></ul><ul></ul></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3723577-pfizer-awarded-35-billion-contract-to-produce-covid-19-vaccines-for-us-army\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞"},"source_url":"https://seekingalpha.com/news/3723577-pfizer-awarded-35-billion-contract-to-produce-covid-19-vaccines-for-us-army","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166451449","content_text":"The Pentagon said on Monday that the U.S. Army has awarded Pfizer a contract valued at $3.5B to manufacture 500M doses of the vaccine developed by the company in partnership with BioNTech SE, New York Postreports.\nThe vaccine deliveries will be earmarked for distribution around the world by the end of next year. Pfizer’s messenger-RNA-based vaccine became the first COVID-19 shot to win the FDA's emergency use authorization in December last year.\nA few days later, the U.S. government increased its order size for the vaccine by 100M doses, bringing the total number of its orders to 200M doses.\nIn June, it was reported that Pfizer (PFE) agreed to supply the federal government with 500M doses of the vaccine with an option for another 200M doses.\nThe company was set to make the deliveries at a not-for-profit basis, unlike the $19.50 per shot paid by the U.S. in the initial contract.","news_type":1,"symbols_score_info":{"PFE":0.9}},"isVote":1,"tweetType":1,"viewCount":3385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806901976,"gmtCreate":1627621229695,"gmtModify":1633757675852,"author":{"id":"3583113201416266","authorId":"3583113201416266","name":"AliciaA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583113201416266","authorIdStr":"3583113201416266"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/806901976","repostId":"2155184148","repostType":4,"isVote":1,"tweetType":1,"viewCount":3492,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174380920,"gmtCreate":1627078314660,"gmtModify":1633768285558,"author":{"id":"3583113201416266","authorId":"3583113201416266","name":"AliciaA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583113201416266","authorIdStr":"3583113201416266"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/174380920","repostId":"2153983997","repostType":4,"isVote":1,"tweetType":1,"viewCount":3461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172782599,"gmtCreate":1626994712811,"gmtModify":1633769084261,"author":{"id":"3583113201416266","authorId":"3583113201416266","name":"AliciaA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583113201416266","authorIdStr":"3583113201416266"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/172782599","repostId":"1154266565","repostType":4,"repost":{"id":"1154266565","kind":"news","pubTimestamp":1626955588,"share":"https://www.laohunote.com/m/news/1154266565?lang=zh_CN&edition=full","pubTime":"2021-07-22 20:06","market":"us","language":"en","title":"How to invest as the Delta variant takes hold<blockquote>随着德尔塔变异毒株的到来，如何投资</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1154266565","media":"cnn","summary":"New York When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.But dumping stocks on days when the Dow is getting whacked is usually the wrong thing to do. Stocks roared back Tuesday and were up again Wednesday.If you're investing for the long haul, the best thing you can do is ride out this wave of volatility.\"Stay invested,\" said Seema Shah, chief strategist at Principal Global Investors. Shah told CNN Business t","content":"<p>New York (CNN Business)When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.</p><p><blockquote>纽约（CNN Business）当市场像上周五和周一那样暴跌时，人们很容易认输并卖出。大滴可能会很吓人。</blockquote></p><p> But dumping stocks on days when the Dow is getting whacked is usually the wrong thing to do. Stocks roared back Tuesday and were up again Wednesday.</p><p><blockquote>但在道琼斯指数暴跌的日子里抛售股票通常是错误的做法。周二股市猛烈反弹，周三再次上涨。</blockquote></p><p> Yes, the Delta variant of Covid-19 has led to an alarming uptick in coronavirus cases in the United States and around the globe. But many experts think the massive number of vaccinations that have already taken place will prevent the economy and markets from going into another tailspin.</p><p><blockquote>是的，新冠肺炎的德尔塔变异毒株导致美国和全球冠状病毒病例惊人地上升。但许多专家认为，已经进行的大量疫苗接种将防止经济和市场再次陷入混乱。</blockquote></p><p> If you're investing for the long haul, the best thing you can do is ride out this wave of volatility.</p><p><blockquote>如果你是长期投资，你能做的最好的事情就是度过这波波动。</blockquote></p><p> \"Stay invested,\" said Seema Shah, chief strategist at Principal Global Investors. Shah told CNN Business that the Delta variant is highly unlikely to stop the economic recovery in the US and other parts of the developed world where vaccination rates are high.</p><p><blockquote>“保持投资，”信安全球投资者首席策略师 Seema Shah 表示。沙阿告诉美国有线电视新闻网商业频道，德尔塔变异毒株不太可能阻止美国和其他疫苗接种率高的发达国家的经济复苏。</blockquote></p><p> \"The vaccine is effective,\" she said. \"If cases are rising but hospitalization rates remain low, then the reopening measures from governments will continue.\"</p><p><blockquote>“疫苗是有效的，”她说。“如果病例不断增加，但住院率仍然很低，那么政府的重新开放措施将继续。”</blockquote></p><p> Still, Shah conceded, investors should be more selective. After all, the S&amp;P 500 has nearly doubled from its pandemic lows in March 2020, and not all stocks and sectors will maintain their momentum.</p><p><blockquote>尽管如此，沙阿承认，投资者应该更加有选择性。毕竟，标普500已较 2020 年 3 月的大流行低点翻了一番，并非所有股票和板块都能保持势头。</blockquote></p><p> She thinks defensive sectors might start to pull back a bit. Those include utilities, health care and others companies that pay big dividends and are considered good bond proxies.</p><p><blockquote>她认为防御性板块可能会开始有所回调。其中包括公用事业、医疗保健和其他支付高额股息的公司，被认为是良好的债券代理。</blockquote></p><p> The FAANGs and other big tech stocks, many of which have strong earnings momentum and tons of cash, should continue to rally, she said.</p><p><blockquote>她表示，FAANG 和其他大型科技股应该会继续上涨，其中许多股拥有强劲的盈利势头和大量现金。</blockquote></p><p> <b>Not the time to bail on the market</b></p><p><blockquote><b>现在不是放弃市场的时候</b></blockquote></p><p> So should economic recovery plays in the travel and retail sectors that have pulled back lately on Covid concerns. United (UAL), for example, issued an upbeat outlook after the closing bell Tuesday.</p><p><blockquote>旅游业和零售业的经济复苏也应该如此，这些行业最近因新冠疫情担忧而有所回落。例如，美联航 (UAL) 在周二收盘后发布了乐观的展望。</blockquote></p><p> \"Airlines have been beaten up,\" Shah said. \"But if you assume the reopening will continue, they should enjoy a significant bounceback.\"</p><p><blockquote>“航空公司受到了打击，”沙阿说。“但如果你假设重新开放将继续下去，他们应该会出现显着反弹。”</blockquote></p><p> Stocks may remain bumpy for the foreseeable future, but that shouldn't dissuade investors from sticking with their longer-term investments.</p><p><blockquote>在可预见的未来，股市可能会继续波动，但这不应阻止投资者坚持长期投资。</blockquote></p><p> \"The uncertainty of the past couple of days is warranted for the short term,\" said Peter van der Welle, multi-asset strategist at Robeco. \"But there should be a second leg to the reflation trade.\"</p><p><blockquote>Robeco 多资产策略师 Peter van der Welle 表示：“过去几天的不确定性在短期内是合理的。”“但通货膨胀再膨胀贸易应该有第二阶段。”</blockquote></p><p> Van der Welle noted that there are many reasons to be optimistic about continued gains in consumer spending and retail sales, despite a recent drop in consumer confidence.</p><p><blockquote>范德维勒指出，尽管最近消费者信心下降，但仍有许多理由对消费者支出和零售销售的持续增长持乐观态度。</blockquote></p><p> <b>Buy the dips</b></p><p><blockquote><b>逢低买入</b></blockquote></p><p> Any wariness on the part of consumers — and investors, for that matter — could turn out to be fleeting.</p><p><blockquote>消费者——以及投资者——的任何警惕都可能转瞬即逝。</blockquote></p><p> \"If you are a long-term investor, take advantage of this volatility and add to positions in companies and sectors you really like,\" said Phil Orlando, chief equity market strategist at Federated Hermes.</p><p><blockquote>Federated Hermes 首席股票市场策略师菲尔·奥兰多 (Phil Orlando) 表示：“如果您是长期投资者，请利用这种波动性，增加您真正喜欢的公司和行业的头寸。”</blockquote></p><p> He he belives stocks in cyclical industries that have gotten hit because of Delta variant fears could enjoy the biggest rebounds.</p><p><blockquote>他认为，因德尔塔变异毒株担忧而受到打击的周期性行业的股票可能会迎来最大的反弹。</blockquote></p><p> \"There are stocks that have hit an air pocket that could be very attractive. We love the economically sensitive sectors,\" Orlando added, saying that banks and other financials, industrial firms, retailers and energy stocks may come roaring back.</p><p><blockquote>奥兰多补充道：“有些股票已经触及气穴，可能非常有吸引力。我们喜欢经济敏感行业。”他表示，银行和其他金融、工业公司、零售商和能源股可能会卷土重来。</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>How to invest as the Delta variant takes hold<blockquote>随着德尔塔变异毒株的到来，如何投资</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\">\nHow to invest as the Delta variant takes hold<blockquote>随着德尔塔变异毒株的到来，如何投资</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">cnn</strong><span class=\"h-time small\">2021-07-22 20:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p>New York (CNN Business)When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.</p><p><blockquote>纽约（CNN Business）当市场像上周五和周一那样暴跌时，人们很容易认输并卖出。大滴可能会很吓人。</blockquote></p><p> But dumping stocks on days when the Dow is getting whacked is usually the wrong thing to do. Stocks roared back Tuesday and were up again Wednesday.</p><p><blockquote>但在道琼斯指数暴跌的日子里抛售股票通常是错误的做法。周二股市猛烈反弹，周三再次上涨。</blockquote></p><p> Yes, the Delta variant of Covid-19 has led to an alarming uptick in coronavirus cases in the United States and around the globe. But many experts think the massive number of vaccinations that have already taken place will prevent the economy and markets from going into another tailspin.</p><p><blockquote>是的，新冠肺炎的德尔塔变异毒株导致美国和全球冠状病毒病例惊人地上升。但许多专家认为，已经进行的大量疫苗接种将防止经济和市场再次陷入混乱。</blockquote></p><p> If you're investing for the long haul, the best thing you can do is ride out this wave of volatility.</p><p><blockquote>如果你是长期投资，你能做的最好的事情就是度过这波波动。</blockquote></p><p> \"Stay invested,\" said Seema Shah, chief strategist at Principal Global Investors. Shah told CNN Business that the Delta variant is highly unlikely to stop the economic recovery in the US and other parts of the developed world where vaccination rates are high.</p><p><blockquote>“保持投资，”信安全球投资者首席策略师 Seema Shah 表示。沙阿告诉美国有线电视新闻网商业频道，德尔塔变异毒株不太可能阻止美国和其他疫苗接种率高的发达国家的经济复苏。</blockquote></p><p> \"The vaccine is effective,\" she said. \"If cases are rising but hospitalization rates remain low, then the reopening measures from governments will continue.\"</p><p><blockquote>“疫苗是有效的，”她说。“如果病例不断增加，但住院率仍然很低，那么政府的重新开放措施将继续。”</blockquote></p><p> Still, Shah conceded, investors should be more selective. After all, the S&amp;P 500 has nearly doubled from its pandemic lows in March 2020, and not all stocks and sectors will maintain their momentum.</p><p><blockquote>尽管如此，沙阿承认，投资者应该更加有选择性。毕竟，标普500已较 2020 年 3 月的大流行低点翻了一番，并非所有股票和板块都能保持势头。</blockquote></p><p> She thinks defensive sectors might start to pull back a bit. Those include utilities, health care and others companies that pay big dividends and are considered good bond proxies.</p><p><blockquote>她认为防御性板块可能会开始有所回调。其中包括公用事业、医疗保健和其他支付高额股息的公司，被认为是良好的债券代理。</blockquote></p><p> The FAANGs and other big tech stocks, many of which have strong earnings momentum and tons of cash, should continue to rally, she said.</p><p><blockquote>她表示，FAANG 和其他大型科技股应该会继续上涨，其中许多股拥有强劲的盈利势头和大量现金。</blockquote></p><p> <b>Not the time to bail on the market</b></p><p><blockquote><b>现在不是放弃市场的时候</b></blockquote></p><p> So should economic recovery plays in the travel and retail sectors that have pulled back lately on Covid concerns. United (UAL), for example, issued an upbeat outlook after the closing bell Tuesday.</p><p><blockquote>旅游业和零售业的经济复苏也应该如此，这些行业最近因新冠疫情担忧而有所回落。例如，美联航 (UAL) 在周二收盘后发布了乐观的展望。</blockquote></p><p> \"Airlines have been beaten up,\" Shah said. \"But if you assume the reopening will continue, they should enjoy a significant bounceback.\"</p><p><blockquote>“航空公司受到了打击，”沙阿说。“但如果你假设重新开放将继续下去，他们应该会出现显着反弹。”</blockquote></p><p> Stocks may remain bumpy for the foreseeable future, but that shouldn't dissuade investors from sticking with their longer-term investments.</p><p><blockquote>在可预见的未来，股市可能会继续波动，但这不应阻止投资者坚持长期投资。</blockquote></p><p> \"The uncertainty of the past couple of days is warranted for the short term,\" said Peter van der Welle, multi-asset strategist at Robeco. \"But there should be a second leg to the reflation trade.\"</p><p><blockquote>Robeco 多资产策略师 Peter van der Welle 表示：“过去几天的不确定性在短期内是合理的。”“但通货膨胀再膨胀贸易应该有第二阶段。”</blockquote></p><p> Van der Welle noted that there are many reasons to be optimistic about continued gains in consumer spending and retail sales, despite a recent drop in consumer confidence.</p><p><blockquote>范德维勒指出，尽管最近消费者信心下降，但仍有许多理由对消费者支出和零售销售的持续增长持乐观态度。</blockquote></p><p> <b>Buy the dips</b></p><p><blockquote><b>逢低买入</b></blockquote></p><p> Any wariness on the part of consumers — and investors, for that matter — could turn out to be fleeting.</p><p><blockquote>消费者——以及投资者——的任何警惕都可能转瞬即逝。</blockquote></p><p> \"If you are a long-term investor, take advantage of this volatility and add to positions in companies and sectors you really like,\" said Phil Orlando, chief equity market strategist at Federated Hermes.</p><p><blockquote>Federated Hermes 首席股票市场策略师菲尔·奥兰多 (Phil Orlando) 表示：“如果您是长期投资者，请利用这种波动性，增加您真正喜欢的公司和行业的头寸。”</blockquote></p><p> He he belives stocks in cyclical industries that have gotten hit because of Delta variant fears could enjoy the biggest rebounds.</p><p><blockquote>他认为，因德尔塔变异毒株担忧而受到打击的周期性行业的股票可能会迎来最大的反弹。</blockquote></p><p> \"There are stocks that have hit an air pocket that could be very attractive. We love the economically sensitive sectors,\" Orlando added, saying that banks and other financials, industrial firms, retailers and energy stocks may come roaring back.</p><p><blockquote>奥兰多补充道：“有些股票已经触及气穴，可能非常有吸引力。我们喜欢经济敏感行业。”他表示，银行和其他金融、工业公司、零售商和能源股可能会卷土重来。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://edition.cnn.com/2021/07/21/investing/investing-stock-market-volatility/index.html\">cnn</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://edition.cnn.com/2021/07/21/investing/investing-stock-market-volatility/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154266565","content_text":"New York (CNN Business)When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.\nBut dumping stocks on days when the Dow is getting whacked is usually the wrong thing to do. Stocks roared back Tuesday and were up again Wednesday.\nYes, the Delta variant of Covid-19 has led to an alarming uptick in coronavirus cases in the United States and around the globe. But many experts think the massive number of vaccinations that have already taken place will prevent the economy and markets from going into another tailspin.\nIf you're investing for the long haul, the best thing you can do is ride out this wave of volatility.\n\"Stay invested,\" said Seema Shah, chief strategist at Principal Global Investors. Shah told CNN Business that the Delta variant is highly unlikely to stop the economic recovery in the US and other parts of the developed world where vaccination rates are high.\n\"The vaccine is effective,\" she said. \"If cases are rising but hospitalization rates remain low, then the reopening measures from governments will continue.\"\nStill, Shah conceded, investors should be more selective. After all, the S&P 500 has nearly doubled from its pandemic lows in March 2020, and not all stocks and sectors will maintain their momentum.\nShe thinks defensive sectors might start to pull back a bit. Those include utilities, health care and others companies that pay big dividends and are considered good bond proxies.\nThe FAANGs and other big tech stocks, many of which have strong earnings momentum and tons of cash, should continue to rally, she said.\nNot the time to bail on the market\nSo should economic recovery plays in the travel and retail sectors that have pulled back lately on Covid concerns. United (UAL), for example, issued an upbeat outlook after the closing bell Tuesday.\n\"Airlines have been beaten up,\" Shah said. \"But if you assume the reopening will continue, they should enjoy a significant bounceback.\"\nStocks may remain bumpy for the foreseeable future, but that shouldn't dissuade investors from sticking with their longer-term investments.\n\"The uncertainty of the past couple of days is warranted for the short term,\" said Peter van der Welle, multi-asset strategist at Robeco. \"But there should be a second leg to the reflation trade.\"\nVan der Welle noted that there are many reasons to be optimistic about continued gains in consumer spending and retail sales, despite a recent drop in consumer confidence.\nBuy the dips\nAny wariness on the part of consumers — and investors, for that matter — could turn out to be fleeting.\n\"If you are a long-term investor, take advantage of this volatility and add to positions in companies and sectors you really like,\" said Phil Orlando, chief equity market strategist at Federated Hermes.\nHe he belives stocks in cyclical industries that have gotten hit because of Delta variant fears could enjoy the biggest rebounds.\n\"There are stocks that have hit an air pocket that could be very attractive. We love the economically sensitive sectors,\" Orlando added, saying that banks and other financials, industrial firms, retailers and energy stocks may come roaring back.","news_type":1,"symbols_score_info":{"SPY":0.9,".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3082,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178413148,"gmtCreate":1626831384684,"gmtModify":1633770593282,"author":{"id":"3583113201416266","authorId":"3583113201416266","name":"AliciaA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583113201416266","authorIdStr":"3583113201416266"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/178413148","repostId":"1120529749","repostType":4,"repost":{"id":"1120529749","kind":"news","pubTimestamp":1626831113,"share":"https://www.laohunote.com/m/news/1120529749?lang=zh_CN&edition=full","pubTime":"2021-07-21 09:31","market":"us","language":"en","title":"Moderna stock 'has taken on a life of its own' ahead of S&P 500 entrance<blockquote>Moderna 股票在标普500上市之前“有了自己的生命”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1120529749","media":"finance.yahoo","summary":"Moderna (MRNA) is set to join the S&P 500 index on Wednesday, replacing Alexion Pharmaceuticals Inc.","content":"<p>Moderna (MRNA) is set to join the S&amp;P 500 index on Wednesday, replacing Alexion Pharmaceuticals Inc. (ALXN). The stock hassoaredamid the pandemic after its vaccine became instrumental in the fight against coronavirus.</p><p><blockquote>Moderna (MRNA) 将于周三加入标普500指数，取代 Alexion Pharmaceuticals Inc. (ALXN)。在其疫苗在抗击冠状病毒方面发挥作用后，该股在疫情大流行。</blockquote></p><p> Moderna stock has “taken on a life of its own,” Michael Yee, Managing Director and Senior Research Analyst at Jefferies, told Yahoo Finance (video above). “It's priced in a huge amount of assumptions over the next ten years that haven't played out yet. People believe it’s the Tesla of biotech.”</p><p><blockquote>杰富瑞（Jefferies）董事总经理兼高级研究分析师迈克尔-易（Michael Yee）告诉雅虎财经（上图视频），Moderna 的股票 “有了自己的生命”。“未来十年，它被大量的假设所定价，但这些假设尚未实现。人们认为这是生物技术的特斯拉”。</blockquote></p><p> That the biotech firm would be so well-recognized and valued at over $113 billion was no sure bet. For those who invested early in the company, that wager paid off.</p><p><blockquote>这家生物技术公司会如此广为人知，估值超过 1130 亿美元，这并不是一个确定的赌注。对于那些早期投资该公司的人来说，这一赌注得到了回报。</blockquote></p><p> \"Think about how fast they came up with nothing a year ago, and all of a sudden, they're doing $21 billion and have injected hundreds and hundreds and hundreds of millions of people with their drug safely,\" Yee said. \"That's a pretty big accomplishment.\"</p><p><blockquote>“想想一年前他们一无所获的速度有多快，突然之间，他们赚了 210 亿美元，并安全地为数亿人注射了药物，”易说。“这是一个相当大的成就。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bb60075c3a90de67d77af15634fd41fa\" tg-width=\"858\" tg-height=\"588\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>Moderna's rise to recognition</b></p><p><blockquote><b>Moderna的崛起</b></blockquote></p><p> The Cambridge, Massachusetts-based biotech company was founded in 2010 and spent its first two years instealth modedeveloping drugs using messenger RNA (mRNA).</p><p><blockquote>这家总部位于马萨诸塞州剑桥的生物技术公司成立于 2010 年，前两年一直在使用信使 RNA (mRNA) 开发药物。</blockquote></p><p> The promise of mRNA — what Moderna calls \"the software of life\" — in pharmaceuticals has been huge. Modified mRNA teaches cells how to produce the proteins needed to fight and prevent infection. By altering the four letters in an mRNA sequence, this new class of drugs can, in theory, target a wide range of illnesses. The mRNA platform also promises to accelerate the time it takes to select, develop, and manufacture vaccines.</p><p><blockquote>mRNA——现代评级公司的“生命软件”——在制药领域的前景是巨大的。修饰的mRNA教会细胞如何产生对抗和预防感染所需的蛋白质。通过改变mRNA序列中的四个字母，这类新药理论上可以针对多种疾病。mRNA平台还有望加快选择、开发和制造疫苗所需的时间。</blockquote></p><p> On these high expectations, Moderna achieved a billion-dollar valuation within two years. Initially, the company focused its efforts on treatments for cancer, cardiovascular issues, and some rare diseases. However, developers were embattled with the problem of delivering mRNA to cells — too-strong doses set the body's immune system against the drug while too-weak doses proved ineffectual in fighting disease.</p><p><blockquote>在这些高期望下，Moderna在两年内实现了10亿美元的估值。最初，该公司将精力集中在癌症、心血管问题和一些罕见疾病的治疗上。然而，开发人员被将mRNA输送到细胞的问题所困扰——太强的剂量会使身体的免疫系统抵抗药物，而太弱的剂量被证明在对抗疾病方面无效。</blockquote></p><p> Over time, the company shifted to pursuing vaccines, which CEO Stéphane Bancel believed would demonstrate the viability of the technology. Moderna had nine vaccines that made it to clinical trials, although none achieved liftoff.</p><p><blockquote>随着时间的推移，该公司转向追求疫苗，首席执行官 Stéphane Bancel 认为这将证明该技术的可行性。Moderna 有九种疫苗进入临床试验，但没有一种成功。</blockquote></p><p> That changed when a deadly global pandemic hit, kicking off a vaccine race in the U.S. between Moderna and pharmaceutical titans like Pfizer (who also developed an mRNA vaccine in partnership with BioNTech) and Johnson &amp; Johnson.</p><p><blockquote>当致命的全球大流行袭击时，这种情况发生了变化，在美国引发了 Moderna 与辉瑞（辉瑞还与 BioNTech 合作开发了 mRNA 疫苗）和强生公司等制药巨头之间的疫苗竞赛。</blockquote></p><p> The company's decade of research iterating on the basic science behind mRNA proved consequential in its success in developing a coronavirus vaccine in record time. On January 11, 2020, Chinese scientists revealed the genetic sequence for SARS-CoV-2. By February 24, 2020, Moderna shipped thefirst dosesof its mRNA coronavirus vaccine to the NIAID to begin phase I trials. And in December of 2020, phase III trials demonstrated 94.1% efficacy against symptomatic COVID-19. The FDA subsequently approved Moderna's vaccine for emergency use in the United States, Canada, and the European Union.</p><p><blockquote>该公司十年来对mRNA背后的基础科学进行了反复研究，证明对其在创纪录的时间内成功开发出冠状病毒疫苗具有重要意义。2020年1月11日，中国科学家揭示了新型冠状病毒的基因序列。到2020年2月24日，Moderna向NIAID运送了第一剂mRNA冠状病毒疫苗，开始I期试验。2020 年 12 月，III 期试验证明对有症状的 COVID-19 有效率为 94.1%。FDA随后批准Moderna的疫苗在美国、加拿大和欧盟紧急使用。</blockquote></p><p> Moderna's COVID-19 vaccine marks its first — and only — commercially available product. On the back of strong demand for the vaccine, the company recorded its first-everprofitable quarterin Q1.</p><p><blockquote>Moderna 的 COVID-19 疫苗标志着其第一个也是唯一一个商业化产品。在疫苗需求强劲的推动下，该公司在第一季度录得了有史以来第一个盈利的季度。</blockquote></p><p> The company currently has 23 othervaccines and therapeuticsin its pipeline, including vaccines for the flu, HIV, and Cytomegalovirus (CMV), which causes birth defects in newborns, all using the same mRNA technology that has seen validation from the rollout of the COVID-19 vaccine.</p><p><blockquote>该公司目前在其产品线上还有 23 种其他疫苗和疗法，包括流感、艾滋病毒和导致新生儿出生缺陷的巨细胞病毒 (CMV) 疫苗，所有这些疫苗都使用的 mRNA 技术已在 COVID-19 疫苗的推出中得到验证。</blockquote></p><p> \"I think depending on your long-term outlook of what this company could do and all of the pipeline drugs that theoretically could come about over the next 10 years, based on those prospects, it could and should be one of the largest biotech companies in the world,\" Yee said.</p><p><blockquote>“我认为，根据您对这家公司所能做的事情的长期展望以及理论上未来 10 年可能出现的所有管道药物，基于这些前景，它可以而且应该成为世界上最大的生物技术公司之一，”Yee 说。</blockquote></p><p> <b>A bull market in biotech</b></p><p><blockquote><b>生物技术牛市</b></blockquote></p><p> The biotech industry has seen a phenomenal run-up in the last several years, and any pullbacks in the last six months should be viewed in that context, Yee also noted.</p><p><blockquote>Yee 还指出，生物技术行业在过去几年中出现了惊人的增长，过去六个月的任何回调都应该在这种背景下看待。</blockquote></p><p> \"It has been one of the biggest bull markets in biotech in the last three years,\" he said, citing high valuations as well as record numbers of financings, investment, and IPOs.</p><p><blockquote>“这是过去三年生物技术领域最大的牛市之一，”他说道，并列举了高估值以及创纪录数量的融资、投资和 IPO。</blockquote></p><p> Going forward, Yee expects more M&amp;A activity. \"Some of the large companies which are more mature, I think, are having some struggles. And the way they've solved that is often by buying smaller companies,\" he said. \"In the big picture, things have still been very good for biotech.\"</p><p><blockquote>展望未来，Yee 预计会有更多并购活动。“我认为，一些比较成熟的大公司正在经历一些挣扎。他们解决这个问题的方法通常是收购规模较小的公司，”他说。“从大局来看，生物技术的情况仍然非常好。”</blockquote></p><p></p>","source":"lsy1612507957220","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Moderna stock 'has taken on a life of its own' ahead of S&P 500 entrance<blockquote>Moderna 股票在标普500上市之前“有了自己的生命”</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\">\nModerna stock 'has taken on a life of its own' ahead of S&P 500 entrance<blockquote>Moderna 股票在标普500上市之前“有了自己的生命”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">finance.yahoo</strong><span class=\"h-time small\">2021-07-21 09:31</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Moderna (MRNA) is set to join the S&amp;P 500 index on Wednesday, replacing Alexion Pharmaceuticals Inc. (ALXN). The stock hassoaredamid the pandemic after its vaccine became instrumental in the fight against coronavirus.</p><p><blockquote>Moderna (MRNA) 将于周三加入标普500指数，取代 Alexion Pharmaceuticals Inc. (ALXN)。在其疫苗在抗击冠状病毒方面发挥作用后，该股在疫情大流行。</blockquote></p><p> Moderna stock has “taken on a life of its own,” Michael Yee, Managing Director and Senior Research Analyst at Jefferies, told Yahoo Finance (video above). “It's priced in a huge amount of assumptions over the next ten years that haven't played out yet. People believe it’s the Tesla of biotech.”</p><p><blockquote>杰富瑞（Jefferies）董事总经理兼高级研究分析师迈克尔-易（Michael Yee）告诉雅虎财经（上图视频），Moderna 的股票 “有了自己的生命”。“未来十年，它被大量的假设所定价，但这些假设尚未实现。人们认为这是生物技术的特斯拉”。</blockquote></p><p> That the biotech firm would be so well-recognized and valued at over $113 billion was no sure bet. For those who invested early in the company, that wager paid off.</p><p><blockquote>这家生物技术公司会如此广为人知，估值超过 1130 亿美元，这并不是一个确定的赌注。对于那些早期投资该公司的人来说，这一赌注得到了回报。</blockquote></p><p> \"Think about how fast they came up with nothing a year ago, and all of a sudden, they're doing $21 billion and have injected hundreds and hundreds and hundreds of millions of people with their drug safely,\" Yee said. \"That's a pretty big accomplishment.\"</p><p><blockquote>“想想一年前他们一无所获的速度有多快，突然之间，他们赚了 210 亿美元，并安全地为数亿人注射了药物，”易说。“这是一个相当大的成就。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bb60075c3a90de67d77af15634fd41fa\" tg-width=\"858\" tg-height=\"588\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>Moderna's rise to recognition</b></p><p><blockquote><b>Moderna的崛起</b></blockquote></p><p> The Cambridge, Massachusetts-based biotech company was founded in 2010 and spent its first two years instealth modedeveloping drugs using messenger RNA (mRNA).</p><p><blockquote>这家总部位于马萨诸塞州剑桥的生物技术公司成立于 2010 年，前两年一直在使用信使 RNA (mRNA) 开发药物。</blockquote></p><p> The promise of mRNA — what Moderna calls \"the software of life\" — in pharmaceuticals has been huge. Modified mRNA teaches cells how to produce the proteins needed to fight and prevent infection. By altering the four letters in an mRNA sequence, this new class of drugs can, in theory, target a wide range of illnesses. The mRNA platform also promises to accelerate the time it takes to select, develop, and manufacture vaccines.</p><p><blockquote>mRNA——现代评级公司的“生命软件”——在制药领域的前景是巨大的。修饰的mRNA教会细胞如何产生对抗和预防感染所需的蛋白质。通过改变mRNA序列中的四个字母，这类新药理论上可以针对多种疾病。mRNA平台还有望加快选择、开发和制造疫苗所需的时间。</blockquote></p><p> On these high expectations, Moderna achieved a billion-dollar valuation within two years. Initially, the company focused its efforts on treatments for cancer, cardiovascular issues, and some rare diseases. However, developers were embattled with the problem of delivering mRNA to cells — too-strong doses set the body's immune system against the drug while too-weak doses proved ineffectual in fighting disease.</p><p><blockquote>在这些高期望下，Moderna在两年内实现了10亿美元的估值。最初，该公司将精力集中在癌症、心血管问题和一些罕见疾病的治疗上。然而，开发人员被将mRNA输送到细胞的问题所困扰——太强的剂量会使身体的免疫系统抵抗药物，而太弱的剂量被证明在对抗疾病方面无效。</blockquote></p><p> Over time, the company shifted to pursuing vaccines, which CEO Stéphane Bancel believed would demonstrate the viability of the technology. Moderna had nine vaccines that made it to clinical trials, although none achieved liftoff.</p><p><blockquote>随着时间的推移，该公司转向追求疫苗，首席执行官 Stéphane Bancel 认为这将证明该技术的可行性。Moderna 有九种疫苗进入临床试验，但没有一种成功。</blockquote></p><p> That changed when a deadly global pandemic hit, kicking off a vaccine race in the U.S. between Moderna and pharmaceutical titans like Pfizer (who also developed an mRNA vaccine in partnership with BioNTech) and Johnson &amp; Johnson.</p><p><blockquote>当致命的全球大流行袭击时，这种情况发生了变化，在美国引发了 Moderna 与辉瑞（辉瑞还与 BioNTech 合作开发了 mRNA 疫苗）和强生公司等制药巨头之间的疫苗竞赛。</blockquote></p><p> The company's decade of research iterating on the basic science behind mRNA proved consequential in its success in developing a coronavirus vaccine in record time. On January 11, 2020, Chinese scientists revealed the genetic sequence for SARS-CoV-2. By February 24, 2020, Moderna shipped thefirst dosesof its mRNA coronavirus vaccine to the NIAID to begin phase I trials. And in December of 2020, phase III trials demonstrated 94.1% efficacy against symptomatic COVID-19. The FDA subsequently approved Moderna's vaccine for emergency use in the United States, Canada, and the European Union.</p><p><blockquote>该公司十年来对mRNA背后的基础科学进行了反复研究，证明对其在创纪录的时间内成功开发出冠状病毒疫苗具有重要意义。2020年1月11日，中国科学家揭示了新型冠状病毒的基因序列。到2020年2月24日，Moderna向NIAID运送了第一剂mRNA冠状病毒疫苗，开始I期试验。2020 年 12 月，III 期试验证明对有症状的 COVID-19 有效率为 94.1%。FDA随后批准Moderna的疫苗在美国、加拿大和欧盟紧急使用。</blockquote></p><p> Moderna's COVID-19 vaccine marks its first — and only — commercially available product. On the back of strong demand for the vaccine, the company recorded its first-everprofitable quarterin Q1.</p><p><blockquote>Moderna 的 COVID-19 疫苗标志着其第一个也是唯一一个商业化产品。在疫苗需求强劲的推动下，该公司在第一季度录得了有史以来第一个盈利的季度。</blockquote></p><p> The company currently has 23 othervaccines and therapeuticsin its pipeline, including vaccines for the flu, HIV, and Cytomegalovirus (CMV), which causes birth defects in newborns, all using the same mRNA technology that has seen validation from the rollout of the COVID-19 vaccine.</p><p><blockquote>该公司目前在其产品线上还有 23 种其他疫苗和疗法，包括流感、艾滋病毒和导致新生儿出生缺陷的巨细胞病毒 (CMV) 疫苗，所有这些疫苗都使用的 mRNA 技术已在 COVID-19 疫苗的推出中得到验证。</blockquote></p><p> \"I think depending on your long-term outlook of what this company could do and all of the pipeline drugs that theoretically could come about over the next 10 years, based on those prospects, it could and should be one of the largest biotech companies in the world,\" Yee said.</p><p><blockquote>“我认为，根据您对这家公司所能做的事情的长期展望以及理论上未来 10 年可能出现的所有管道药物，基于这些前景，它可以而且应该成为世界上最大的生物技术公司之一，”Yee 说。</blockquote></p><p> <b>A bull market in biotech</b></p><p><blockquote><b>生物技术牛市</b></blockquote></p><p> The biotech industry has seen a phenomenal run-up in the last several years, and any pullbacks in the last six months should be viewed in that context, Yee also noted.</p><p><blockquote>Yee 还指出，生物技术行业在过去几年中出现了惊人的增长，过去六个月的任何回调都应该在这种背景下看待。</blockquote></p><p> \"It has been one of the biggest bull markets in biotech in the last three years,\" he said, citing high valuations as well as record numbers of financings, investment, and IPOs.</p><p><blockquote>“这是过去三年生物技术领域最大的牛市之一，”他说道，并列举了高估值以及创纪录数量的融资、投资和 IPO。</blockquote></p><p> Going forward, Yee expects more M&amp;A activity. \"Some of the large companies which are more mature, I think, are having some struggles. And the way they've solved that is often by buying smaller companies,\" he said. \"In the big picture, things have still been very good for biotech.\"</p><p><blockquote>展望未来，Yee 预计会有更多并购活动。“我认为，一些比较成熟的大公司正在经历一些挣扎。他们解决这个问题的方法通常是收购规模较小的公司，”他说。“从大局来看，生物技术的情况仍然非常好。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/moderna-stock-sp-500-134049499.html\">finance.yahoo</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRNA":"Moderna, Inc."},"source_url":"https://finance.yahoo.com/news/moderna-stock-sp-500-134049499.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120529749","content_text":"Moderna (MRNA) is set to join the S&P 500 index on Wednesday, replacing Alexion Pharmaceuticals Inc. (ALXN). The stock hassoaredamid the pandemic after its vaccine became instrumental in the fight against coronavirus.\nModerna stock has “taken on a life of its own,” Michael Yee, Managing Director and Senior Research Analyst at Jefferies, told Yahoo Finance (video above). “It's priced in a huge amount of assumptions over the next ten years that haven't played out yet. People believe it’s the Tesla of biotech.”\nThat the biotech firm would be so well-recognized and valued at over $113 billion was no sure bet. For those who invested early in the company, that wager paid off.\n\"Think about how fast they came up with nothing a year ago, and all of a sudden, they're doing $21 billion and have injected hundreds and hundreds and hundreds of millions of people with their drug safely,\" Yee said. \"That's a pretty big accomplishment.\"\n\nModerna's rise to recognition\nThe Cambridge, Massachusetts-based biotech company was founded in 2010 and spent its first two years instealth modedeveloping drugs using messenger RNA (mRNA).\nThe promise of mRNA — what Moderna calls \"the software of life\" — in pharmaceuticals has been huge. Modified mRNA teaches cells how to produce the proteins needed to fight and prevent infection. By altering the four letters in an mRNA sequence, this new class of drugs can, in theory, target a wide range of illnesses. The mRNA platform also promises to accelerate the time it takes to select, develop, and manufacture vaccines.\nOn these high expectations, Moderna achieved a billion-dollar valuation within two years. Initially, the company focused its efforts on treatments for cancer, cardiovascular issues, and some rare diseases. However, developers were embattled with the problem of delivering mRNA to cells — too-strong doses set the body's immune system against the drug while too-weak doses proved ineffectual in fighting disease.\nOver time, the company shifted to pursuing vaccines, which CEO Stéphane Bancel believed would demonstrate the viability of the technology. Moderna had nine vaccines that made it to clinical trials, although none achieved liftoff.\nThat changed when a deadly global pandemic hit, kicking off a vaccine race in the U.S. between Moderna and pharmaceutical titans like Pfizer (who also developed an mRNA vaccine in partnership with BioNTech) and Johnson & Johnson.\nThe company's decade of research iterating on the basic science behind mRNA proved consequential in its success in developing a coronavirus vaccine in record time. On January 11, 2020, Chinese scientists revealed the genetic sequence for SARS-CoV-2. By February 24, 2020, Moderna shipped thefirst dosesof its mRNA coronavirus vaccine to the NIAID to begin phase I trials. And in December of 2020, phase III trials demonstrated 94.1% efficacy against symptomatic COVID-19. The FDA subsequently approved Moderna's vaccine for emergency use in the United States, Canada, and the European Union.\nModerna's COVID-19 vaccine marks its first — and only — commercially available product. On the back of strong demand for the vaccine, the company recorded its first-everprofitable quarterin Q1.\nThe company currently has 23 othervaccines and therapeuticsin its pipeline, including vaccines for the flu, HIV, and Cytomegalovirus (CMV), which causes birth defects in newborns, all using the same mRNA technology that has seen validation from the rollout of the COVID-19 vaccine.\n\"I think depending on your long-term outlook of what this company could do and all of the pipeline drugs that theoretically could come about over the next 10 years, based on those prospects, it could and should be one of the largest biotech companies in the world,\" Yee said.\nA bull market in biotech\nThe biotech industry has seen a phenomenal run-up in the last several years, and any pullbacks in the last six months should be viewed in that context, Yee also noted.\n\"It has been one of the biggest bull markets in biotech in the last three years,\" he said, citing high valuations as well as record numbers of financings, investment, and IPOs.\nGoing forward, Yee expects more M&A activity. \"Some of the large companies which are more mature, I think, are having some struggles. And the way they've solved that is often by buying smaller companies,\" he said. \"In the big picture, things have still been very good for biotech.\"","news_type":1,"symbols_score_info":{"ALXN":0.9,"MRNA":0.9}},"isVote":1,"tweetType":1,"viewCount":4372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171543529,"gmtCreate":1626752630761,"gmtModify":1633771357591,"author":{"id":"3583113201416266","authorId":"3583113201416266","name":"AliciaA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583113201416266","authorIdStr":"3583113201416266"},"themes":[],"title":"","htmlText":"Like and comment plz","listText":"Like and comment plz","text":"Like and comment plz","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/171543529","repostId":"2152666568","repostType":4,"isVote":1,"tweetType":1,"viewCount":3725,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173136106,"gmtCreate":1626642572605,"gmtModify":1633925408202,"author":{"id":"3583113201416266","authorId":"3583113201416266","name":"AliciaA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583113201416266","authorIdStr":"3583113201416266"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/173136106","repostId":"2152568149","repostType":4,"isVote":1,"tweetType":1,"viewCount":2757,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":179475113,"gmtCreate":1626574454732,"gmtModify":1633925780285,"author":{"id":"3583113201416266","authorId":"3583113201416266","name":"AliciaA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583113201416266","authorIdStr":"3583113201416266"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/179475113","repostId":"2152689797","repostType":4,"isVote":1,"tweetType":1,"viewCount":800,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170902995,"gmtCreate":1626398213917,"gmtModify":1633927136395,"author":{"id":"3583113201416266","authorId":"3583113201416266","name":"AliciaA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583113201416266","authorIdStr":"3583113201416266"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/170902995","repostId":"1100721065","repostType":4,"isVote":1,"tweetType":1,"viewCount":732,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":146327720,"gmtCreate":1626055113260,"gmtModify":1633930598489,"author":{"id":"3583113201416266","authorId":"3583113201416266","name":"AliciaA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583113201416266","authorIdStr":"3583113201416266"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/146327720","repostId":"1131677097","repostType":4,"isVote":1,"tweetType":1,"viewCount":1149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":154290406,"gmtCreate":1625528687505,"gmtModify":1633940043952,"author":{"id":"3583113201416266","authorId":"3583113201416266","name":"AliciaA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583113201416266","authorIdStr":"3583113201416266"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/154290406","repostId":"1155435134","repostType":4,"repost":{"id":"1155435134","kind":"news","pubTimestamp":1625483300,"share":"https://www.laohunote.com/m/news/1155435134?lang=zh_CN&edition=full","pubTime":"2021-07-05 19:08","market":"sh","language":"en","title":"What Does the End of the Quarter Mean for Portfolio Management?<blockquote>季度末对投资组合管理意味着什么？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1155435134","media":"investopedia","summary":"The \"end of the quarter\" refers to the conclusion of one of four specific three-month periods on the","content":"<p>The \"end of the quarter\" refers to the conclusion of one of four specific three-month periods on the financial calendar. Thefour quartersend in March, or Q1; June, or Q2; September, or Q3; and December, or Q4. These are considered important times for investors. Many businesses, analysts, government agencies, and theFederal Reserverelease critical new data about various markets or economic indicators at the end of a quarter.</p><p><blockquote>“季度末”是指财务日历上四个特定三个月期间之一的结束。三月份发送的四个季度，即第一季度；六月，或Q2；九月，或第三季度；和 12 月，或第四季度。这被认为是投资者的重要时刻。许多企业、分析师、政府机构和美联储会在季度末发布有关各种市场或经济指标的重要新数据。</blockquote></p><p> There's a widely held belief in financial circles that hedge funds, pension funds, and insurance companies always rebalance their portfolios at the end of each quarter. While no proof or evidence has ever been put forward to confirm this practice or its prevalence, the very idea reinforces the concept that the end of a quarter is significant.</p><p><blockquote>金融界普遍认为，对冲基金、养老基金和保险公司总是会在每个季度末重新平衡其投资组合。虽然从来没有证据或证据被提出来证实这种做法或其流行，但这个想法本身强化了季度末是重要的概念。</blockquote></p><p> Even if major financial players do not always rebalance at the end of quarters, many investors use this time to re-evaluate their ownportfolio management, changing which assets comprise the portfolio or setting new portfolio targets. Not only is it a good idea for investors to monitor their investments from time-to-time but rarely is so much new, actionable information released as during the end of a quarter.</p><p><blockquote>即使主要金融参与者并不总是在季度末重新平衡，许多投资者也会利用这段时间重新评估自己的投资组合管理，改变投资组合中的资产或设定新的投资组合目标。对于投资者来说，不时监控他们的投资不仅是一个好主意，而且很少有像季度末那样发布如此多的新的、可操作的信息。</blockquote></p><p> Rebalancing a Portfolio</p><p><blockquote>重新平衡投资组合</blockquote></p><p> Rebalancinginvolves the periodic sale and purchase of assets within a portfolio to maintain a target ratio.2Consider an investor who wants his portfolio to be comprised of 50% growth stocks, 25% income stocks, and 25% bonds. If during Q1, the growth stocks outperform the other investments substantially, the investor may decide to sell some growth stocks or purchase more income stocks and bonds to bring the portfolio back to a 50-25-25 split.</p><p><blockquote>再平衡涉及定期出售和购买投资组合内的资产以维持目标比率。2考虑一位投资者，他希望他的投资组合由 50% 的成长型股票、25% 的收益型股票和 25% 的债券组成。如果在第一季度，成长型股票的表现大幅优于其他投资，投资者可能会决定出售一些成长型股票或购买更多收益股票和债券，以使投资组合恢复到 50-25-25 的比例。</blockquote></p><p> KEY TAKEAWAYS</p><p><blockquote>主要要点</blockquote></p><p> <ul>  <li>The end of the three-month period known as a financial quarter is considered an important time for investors.</li>  <li>Companies, financial analysts, and government agencies (including the Fed) all release reports and critical data at the end of a quarter.</li>  <li>Both retail and institutional investors often use the end of a quarter to re-evaluate and rebalance their portfolios.</li> </ul> Traditional rebalancing involves trading the gains of well-performing assets, by selling high, for more low-performing assets, by buying low, at the end of each quarter. Theoretically, this serves to protect a portfolio from being too exposed or straying too far from its original strategy. However, pegging rebalances to the end of quarters relies on arbitrary calendar events which may not coincide with market movements. Nevertheless, the confluence of new reports that emerge at the end of quarters usually causes market reactions and should be of concern to most participants.</p><p><blockquote><ul><li>被称为财务季度的三个月期末被认为是投资者的重要时刻。</li><li>公司、金融分析师和政府机构（包括美联储）都会在季度末发布报告和关键数据。</li><li>散户和机构投资者经常利用季度末来重新评估和平衡他们的投资组合。</li></ul>传统的再平衡涉及在每个季度末通过高位卖出来交换表现良好的资产的收益，以低位买入来交换表现较差的资产。理论上，这有助于保护投资组合不会过度暴露或偏离其原始策略太远。然而，将重新平衡与季度末挂钩依赖于可能与市场走势不一致的任意日历事件。然而，季度末出现的新报告的汇聚通常会引起市场反应，应该引起大多数参与者的关注。</blockquote></p><p> Institutional Investors and Rebalancing</p><p><blockquote>机构投资者与再平衡</blockquote></p><p> It is not just individual investors who consider making portfolio moves at the end of quarters. Portfolio management is also important for institutional investors, like mutual funds and exchange-traded funds, or ETFs.3</p><p><blockquote>不仅仅是个人投资者考虑在季度末进行投资组合变动。投资组合管理对于共同基金和交易所交易基金（ETF）等机构投资者也很重要。3</blockquote></p><p> There are two forms of fund portfolio management: active and passive.4Passive funds generally peg their portfolios to market indexes and involve fewer changes in exchange for lower management fees. The end of a quarter is less significant for these types of funds, though if theirbenchmark indexeschange at this time, they will as well.</p><p><blockquote>基金投资组合管理有两种形式：主动和被动。4被动基金通常将其投资组合与市场指数挂钩，并涉及较少的变化，以换取较低的管理费。季度末对于这些类型的基金来说意义不大，但如果它们的基准指数在这个时候发生变化，它们也会发生变化。</blockquote></p><p> Active funds have a manager or team of managers who take a more proactive approach to beat market average returns. These funds can be quite active during the end of quarters, especially if their portfolios need to be adjusted to meet their previously stated goals and strategies.</p><p><blockquote>主动型基金的经理或经理团队采取更积极主动的方法来超越市场平均回报。这些基金在季度末可能会非常活跃，特别是如果他们的投资组合需要调整以满足他们之前陈述的目标和战略。</blockquote></p><p></p>","source":"lsy1606203311635","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What Does the End of the Quarter Mean for Portfolio Management?<blockquote>季度末对投资组合管理意味着什么？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat Does the End of the Quarter Mean for Portfolio Management?<blockquote>季度末对投资组合管理意味着什么？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">investopedia</strong><span class=\"h-time small\">2021-07-05 19:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The \"end of the quarter\" refers to the conclusion of one of four specific three-month periods on the financial calendar. Thefour quartersend in March, or Q1; June, or Q2; September, or Q3; and December, or Q4. These are considered important times for investors. Many businesses, analysts, government agencies, and theFederal Reserverelease critical new data about various markets or economic indicators at the end of a quarter.</p><p><blockquote>“季度末”是指财务日历上四个特定三个月期间之一的结束。三月份发送的四个季度，即第一季度；六月，或Q2；九月，或第三季度；和 12 月，或第四季度。这被认为是投资者的重要时刻。许多企业、分析师、政府机构和美联储会在季度末发布有关各种市场或经济指标的重要新数据。</blockquote></p><p> There's a widely held belief in financial circles that hedge funds, pension funds, and insurance companies always rebalance their portfolios at the end of each quarter. While no proof or evidence has ever been put forward to confirm this practice or its prevalence, the very idea reinforces the concept that the end of a quarter is significant.</p><p><blockquote>金融界普遍认为，对冲基金、养老基金和保险公司总是会在每个季度末重新平衡其投资组合。虽然从来没有证据或证据被提出来证实这种做法或其流行，但这个想法本身强化了季度末是重要的概念。</blockquote></p><p> Even if major financial players do not always rebalance at the end of quarters, many investors use this time to re-evaluate their ownportfolio management, changing which assets comprise the portfolio or setting new portfolio targets. Not only is it a good idea for investors to monitor their investments from time-to-time but rarely is so much new, actionable information released as during the end of a quarter.</p><p><blockquote>即使主要金融参与者并不总是在季度末重新平衡，许多投资者也会利用这段时间重新评估自己的投资组合管理，改变投资组合中的资产或设定新的投资组合目标。对于投资者来说，不时监控他们的投资不仅是一个好主意，而且很少有像季度末那样发布如此多的新的、可操作的信息。</blockquote></p><p> Rebalancing a Portfolio</p><p><blockquote>重新平衡投资组合</blockquote></p><p> Rebalancinginvolves the periodic sale and purchase of assets within a portfolio to maintain a target ratio.2Consider an investor who wants his portfolio to be comprised of 50% growth stocks, 25% income stocks, and 25% bonds. If during Q1, the growth stocks outperform the other investments substantially, the investor may decide to sell some growth stocks or purchase more income stocks and bonds to bring the portfolio back to a 50-25-25 split.</p><p><blockquote>再平衡涉及定期出售和购买投资组合内的资产以维持目标比率。2考虑一位投资者，他希望他的投资组合由 50% 的成长型股票、25% 的收益型股票和 25% 的债券组成。如果在第一季度，成长型股票的表现大幅优于其他投资，投资者可能会决定出售一些成长型股票或购买更多收益股票和债券，以使投资组合恢复到 50-25-25 的比例。</blockquote></p><p> KEY TAKEAWAYS</p><p><blockquote>主要要点</blockquote></p><p> <ul>  <li>The end of the three-month period known as a financial quarter is considered an important time for investors.</li>  <li>Companies, financial analysts, and government agencies (including the Fed) all release reports and critical data at the end of a quarter.</li>  <li>Both retail and institutional investors often use the end of a quarter to re-evaluate and rebalance their portfolios.</li> </ul> Traditional rebalancing involves trading the gains of well-performing assets, by selling high, for more low-performing assets, by buying low, at the end of each quarter. Theoretically, this serves to protect a portfolio from being too exposed or straying too far from its original strategy. However, pegging rebalances to the end of quarters relies on arbitrary calendar events which may not coincide with market movements. Nevertheless, the confluence of new reports that emerge at the end of quarters usually causes market reactions and should be of concern to most participants.</p><p><blockquote><ul><li>被称为财务季度的三个月期末被认为是投资者的重要时刻。</li><li>公司、金融分析师和政府机构（包括美联储）都会在季度末发布报告和关键数据。</li><li>散户和机构投资者经常利用季度末来重新评估和平衡他们的投资组合。</li></ul>传统的再平衡涉及在每个季度末通过高位卖出来交换表现良好的资产的收益，以低位买入来交换表现较差的资产。理论上，这有助于保护投资组合不会过度暴露或偏离其原始策略太远。然而，将重新平衡与季度末挂钩依赖于可能与市场走势不一致的任意日历事件。然而，季度末出现的新报告的汇聚通常会引起市场反应，应该引起大多数参与者的关注。</blockquote></p><p> Institutional Investors and Rebalancing</p><p><blockquote>机构投资者与再平衡</blockquote></p><p> It is not just individual investors who consider making portfolio moves at the end of quarters. Portfolio management is also important for institutional investors, like mutual funds and exchange-traded funds, or ETFs.3</p><p><blockquote>不仅仅是个人投资者考虑在季度末进行投资组合变动。投资组合管理对于共同基金和交易所交易基金（ETF）等机构投资者也很重要。3</blockquote></p><p> There are two forms of fund portfolio management: active and passive.4Passive funds generally peg their portfolios to market indexes and involve fewer changes in exchange for lower management fees. The end of a quarter is less significant for these types of funds, though if theirbenchmark indexeschange at this time, they will as well.</p><p><blockquote>基金投资组合管理有两种形式：主动和被动。4被动基金通常将其投资组合与市场指数挂钩，并涉及较少的变化，以换取较低的管理费。季度末对于这些类型的基金来说意义不大，但如果它们的基准指数在这个时候发生变化，它们也会发生变化。</blockquote></p><p> Active funds have a manager or team of managers who take a more proactive approach to beat market average returns. These funds can be quite active during the end of quarters, especially if their portfolios need to be adjusted to meet their previously stated goals and strategies.</p><p><blockquote>主动型基金的经理或经理团队采取更积极主动的方法来超越市场平均回报。这些基金在季度末可能会非常活跃，特别是如果他们的投资组合需要调整以满足他们之前陈述的目标和战略。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.investopedia.com/ask/answers/122214/what-does-end-quarter-mean-portfolio-management.asp?utm_campaign=quote-yahoo&utm_source=yahoo&utm_medium=referral\">investopedia</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.investopedia.com/ask/answers/122214/what-does-end-quarter-mean-portfolio-management.asp?utm_campaign=quote-yahoo&utm_source=yahoo&utm_medium=referral","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155435134","content_text":"The \"end of the quarter\" refers to the conclusion of one of four specific three-month periods on the financial calendar. Thefour quartersend in March, or Q1; June, or Q2; September, or Q3; and December, or Q4. These are considered important times for investors. Many businesses, analysts, government agencies, and theFederal Reserverelease critical new data about various markets or economic indicators at the end of a quarter.\nThere's a widely held belief in financial circles that hedge funds, pension funds, and insurance companies always rebalance their portfolios at the end of each quarter. While no proof or evidence has ever been put forward to confirm this practice or its prevalence, the very idea reinforces the concept that the end of a quarter is significant.\nEven if major financial players do not always rebalance at the end of quarters, many investors use this time to re-evaluate their ownportfolio management, changing which assets comprise the portfolio or setting new portfolio targets. Not only is it a good idea for investors to monitor their investments from time-to-time but rarely is so much new, actionable information released as during the end of a quarter.\nRebalancing a Portfolio\nRebalancinginvolves the periodic sale and purchase of assets within a portfolio to maintain a target ratio.2Consider an investor who wants his portfolio to be comprised of 50% growth stocks, 25% income stocks, and 25% bonds. If during Q1, the growth stocks outperform the other investments substantially, the investor may decide to sell some growth stocks or purchase more income stocks and bonds to bring the portfolio back to a 50-25-25 split.\nKEY TAKEAWAYS\n\nThe end of the three-month period known as a financial quarter is considered an important time for investors.\nCompanies, financial analysts, and government agencies (including the Fed) all release reports and critical data at the end of a quarter.\nBoth retail and institutional investors often use the end of a quarter to re-evaluate and rebalance their portfolios.\n\nTraditional rebalancing involves trading the gains of well-performing assets, by selling high, for more low-performing assets, by buying low, at the end of each quarter. Theoretically, this serves to protect a portfolio from being too exposed or straying too far from its original strategy. However, pegging rebalances to the end of quarters relies on arbitrary calendar events which may not coincide with market movements. Nevertheless, the confluence of new reports that emerge at the end of quarters usually causes market reactions and should be of concern to most participants.\nInstitutional Investors and Rebalancing\nIt is not just individual investors who consider making portfolio moves at the end of quarters. Portfolio management is also important for institutional investors, like mutual funds and exchange-traded funds, or ETFs.3\nThere are two forms of fund portfolio management: active and passive.4Passive funds generally peg their portfolios to market indexes and involve fewer changes in exchange for lower management fees. The end of a quarter is less significant for these types of funds, though if theirbenchmark indexeschange at this time, they will as well.\nActive funds have a manager or team of managers who take a more proactive approach to beat market average returns. These funds can be quite active during the end of quarters, especially if their portfolios need to be adjusted to meet their previously stated goals and strategies.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":840,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152314980,"gmtCreate":1625270263740,"gmtModify":1633941984069,"author":{"id":"3583113201416266","authorId":"3583113201416266","name":"AliciaA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583113201416266","authorIdStr":"3583113201416266"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/152314980","repostId":"1120590567","repostType":4,"repost":{"id":"1120590567","kind":"news","pubTimestamp":1625238577,"share":"https://www.laohunote.com/m/news/1120590567?lang=zh_CN&edition=full","pubTime":"2021-07-02 23:09","market":"us","language":"en","title":"NIO May Grow Even Faster Than Expected<blockquote>蔚来增长速度可能比预期还要快</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1120590567","media":"seekingalpha","summary":"Summary\n\nNIO’s June deliveries grew at an impressive rate.\nThe Chinese EV maker returned to triple-d","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>NIO’s June deliveries grew at an impressive rate.</li>  <li>The Chinese EV maker returned to triple-digit delivery growth last month, helped by strong Y/Y growth in NIO’s flagship model ES6.</li>  <li>NIO is set to overcome production setbacks and ramp up production in the second half of 2021.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/03ca537373e278344c3447309dd586ea\" tg-width=\"768\" tg-height=\"443\"><span>peterschreiber.media/iStock via Getty Images</span></p><p><blockquote><ul><li>蔚来 6 月份的交付量增长速度令人印象深刻。</li><li>在蔚来旗舰车型 ES6 同比强劲增长的帮助下，这家中国电动汽车制造商上个月的交付量恢复了三位数增长。</li><li>蔚来将在2021年下半年克服生产挫折并提高产量。</li></ul><p class=\"t-img-caption\"><span>peterschreiber.media/iStock 来自盖蒂图片社</span></p></blockquote></p><p> Chinese electric vehicle maker NIO (NIO) is rebounding fast from the pandemic-driven chip supply shortage and the proof is in surging EV deliveries. Impressive delivery rates for the month of June show that the market may underestimate NIO's growth potential.</p><p><blockquote>中国电动汽车制造商蔚来（蔚来）正在从大流行导致的芯片供应短缺中迅速反弹，电动汽车交付量激增就是最好的证明。6 月份令人印象深刻的交付率表明市场可能低估了蔚来汽车的增长潜力。</blockquote></p><p> <b>Shipping volumes are accelerating</b></p><p><blockquote><b>发货量正在加速</b></blockquote></p><p> NIO guided for lower production volumes in the second quarter due to the global chip and battery supply shortage. The shortage was set to&nbsp;reduce NIO's factory output&nbsp;from 10,000 vehicles to 7,500 vehicles a month.</p><p><blockquote>由于全球芯片和电池供应短缺，蔚来预计第二季度产量将下降。此次短缺将使蔚来汽车的工厂产量从每月 10,000 辆减少到 7,500 辆。</blockquote></p><p> The global semiconductor supply shortage has its roots in the COVID-19 pandemic. As more people started to work from home, a sharp increase in demand for semiconductors from the consumer electronics industry coincided with a faster than anticipated rebound in chip demand from the auto industry, leading to a global shortage in semiconductors that is throttling auto production from the US to China. NIO's guidance for lower factory output has lowered delivery expectations but a return to triple-digit growth rates may now push NIO's stock higher again.</p><p><blockquote>全球半导体供应短缺源于新冠肺炎疫情。随着越来越多的人开始在家工作，消费电子行业对半导体需求的急剧增加，恰逢汽车行业芯片需求的反弹速度快于预期，导致全球半导体短缺，从而抑制了从美国到中国的汽车产量。蔚来汽车对工厂产量下降的指导降低了交付预期，但恢复三位数增长率现在可能会再次推高蔚来汽车的股价。</blockquote></p><p> While the temporary production drop was a setback for NIO, it seems that the electric vehicle maker is ready to bounce back.NIO's June deliveries&nbsp;were nothing short of impressive and the market may underestimate NIO's ability to grow EV deliveries at triple digits this year. The Chinese EV maker delivered a total 8,083 vehicles in June, bringing the Q2'21 total to 21,896 EVs consisting of all models… NIO's 5-seater electric SUV ES6, the 5-seater electric coupe SUV EC6 and the 6-seater or 7-seater electric SUV ES8. NIO's monthly and quarterly delivery totals hit records in the second quarter and the EV maker is set to reach new records for the rest of the year. Total June deliveries saw 116% growth Y/Y with the largest growth coming from the ES6 model. The ES6 category saw 52% growth Y/Y. Total deliveries for Q2'21 were 21,896, most of which were ES6s, showing growth of 112% Y/Y… and that's despite production problems in the second quarter. Comparable figures for the EC6 are not available since deliveries for this model only began after the second quarter last year. What stands out from NIO's June delivery report is that shipping growth is speeding up compared to the previous month, which may be seen as a sign that NIO's delivery capabilities are undervalued. In May, NIO delivered 6,711 vehicles which is equivalent to a Y/Y growth rate of 95%. Strong delivery numbers for the month of June may be a cue that NIO's production problems are easing and that NIO is ready to return to full production capacity.</p><p><blockquote>虽然产量暂时下降对蔚来来说是一个挫折，但这家电动汽车制造商似乎已经准备好反弹。蔚来汽车 6 月份的交付量令人印象深刻，市场可能低估了蔚来汽车今年电动汽车交付量增长三位数的能力。这家中国电动汽车制造商在 6 月份共交付了 8,083 辆汽车，使 21 年第二季度的电动汽车总数达到 21,896 辆，包括所有车型……蔚来的 5 座电动 SUV ES6、5 座电动轿跑车 SUV EC6 和 6 座或 7 座电动 SUV ES8。蔚来汽车第二季度的月度和季度交付总量创下历史新高，这家电动汽车制造商将在今年剩余时间内创下新纪录。6 月份总交付量同比增长 116%，其中 ES6 车型增幅最大。ES6 类别同比增长 52%。21 年第二季度的总交付量为 21,896 辆，其中大部分是 ES6，同比增长 112%……尽管第二季度出现了生产问题。由于该车型在去年第二季度之后才开始交付，因此没有 EC6 的可比数据。蔚来6月份交付报告中最引人注目的是，与上个月相比，出货量增长正在加速，这可能被视为蔚来交付能力被低估的迹象。5月份，蔚来交付了6,711辆汽车，同比增长率高达95%。6 月份强劲的交付数据可能表明蔚来的生产问题正在缓解，蔚来已准备好恢复满负荷产能。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6af76b71f8259337d534fb29b1a6a8c4\" tg-width=\"673\" tg-height=\"129\"><span>(Source: Author)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：作者）</span></p></blockquote></p><p> NIO has an annual production capacity of 150,000 vehicles which the EV maker is not fully utilizing due to the semiconductor shortage. As soon as the chip shortage eases, which can be expected to be the case in the second half of the year, we should see a steady ramp up in NIO's factory output and deliveries. The speed of the ramp up will depend less on demand but rather on the severity of the supply shortage. The semiconductor shortage is a primary risk factor that will impact NIO's delivery success in the remaining two quarters.</p><p><blockquote>蔚来的年产能为 15 万辆汽车，但由于半导体短缺，这家电动汽车制造商并未充分利用这一产能。一旦芯片短缺问题得到缓解（预计下半年将会出现这种情况），我们应该会看到蔚来的工厂产量和交付量稳步增长。增长的速度将较少取决于需求，而是取决于供应短缺的严重程度。半导体短缺是影响蔚来汽车剩余两个季度交付成功的主要风险因素。</blockquote></p><p> The market for electric vehicles is very resilient in China and demand for zero-emission passenger vehicles is not going away due to delays in production, which may be a sort of luxury problem for Chinese EV makers. NIO's EV sales in China have surged this year, but the second half of the year may see even faster growth as the industry works through the supply problem.</p><p><blockquote>中国电动汽车市场非常有弹性，对零排放乘用车的需求不会因生产延迟而消失，这对中国电动汽车制造商来说可能是一种奢侈品问题。蔚来汽车今年在中国的电动汽车销量激增，但随着行业解决供应问题，下半年可能会出现更快的增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7579fc2abe7ca63887e68a9256b54cb3\" tg-width=\"921\" tg-height=\"438\"><span>(Source:InsideEVs)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：InsideEVs）</span></p></blockquote></p><p> XPeng (XPEV), another Chinese electric vehicle maker,delivered&nbsp;6,565 Smart EVs in June 2021, representing growth of 617% Y/Y. XPeng sold 4,730 electric sport sedans and 1,835 compact SUVs last month, more than ever before. In Q2'21, XPeng delivered 17,398 deliveries, representing 439% growth Y/Y.</p><p><blockquote>另一家中国电动汽车制造商小鹏汽车（XPEV）2021年6月交付了6,565辆智能电动汽车，同比增长617%。小鹏汽车上个月售出了 4,730 辆电动运动轿车和 1,835 辆紧凑型 SUV，比以往任何时候都多。2021 年第二季度，小鹏汽车交付量为 17,398 辆，同比增长 439%。</blockquote></p><p> XPeng's EV sales in China are also soaring showing strong demand and customer uptake of EV vehicles.</p><p><blockquote>小鹏汽车在中国的电动汽车销量也在飙升，显示出对电动汽车的强劲需求和客户接受度。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c8cd25b4fd64f193bc91dabbee99e54\" tg-width=\"925\" tg-height=\"445\"><span>(Source:InsideEVs)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：InsideEVs）</span></p></blockquote></p><p></p><p> <b>NIO FY 2021 delivery projections</b></p><p><blockquote><b>蔚来 2021 财年交付预测</b></blockquote></p><p> My estimates for Q3'21 and Q4'21 deliveries are shown in the graph below and assume a ramp up especially in NIO's ES6 delivery capability and a continual escalation to a quarterly output of 30,000 vehicles by year-end. A quarterly output volume of around 30,000 cars by year-end is realistic to achieve and NIO would still be operating 20% below full production capacity. Calculating the delivery totals for Q1 and Q2 together with my estimates for Q3 and Q4 results in a total delivery potential of 97,056 vehicles (across all three models) in FY 2021 and NIO may even be able to crack the 100,000 barrier if shipment volumes continue to accelerate at a strong rate in the last two quarters of the year. NIO delivered 43,728 vehicles in 2020 in total, so a 97,056 delivery estimate for 2021 implies 122% Y/Y growth. In the first six months of 2021, NIO already delivered 41,956 or 43% of my FY 2021 delivery estimate. As production returns to normal in the second half of the year, NIO should be able to create triple-digit delivery growth on a Y/Y basis.</p><p><blockquote>我对 2021 年第三季度和 2021 年第四季度交付量的估计如下图所示，并假设蔚来 ES6 的交付能力有所增强，并且到年底季度产量将持续增长至 30,000 辆。到年底实现约 30,000 辆汽车的季度产量是现实的，蔚来的运营仍将比满负荷产能低 20%。计算第一季度和第二季度的交付总量以及我对第三季度和第四季度的估计，2021 财年的总交付潜力为 97,056 辆（所有三种车型），如果出货量在今年最后两个季度继续强劲增长，蔚来甚至可能能够突破 100,000 辆大关。蔚来在 2020 年总共交付了 43,728 辆汽车，因此 2021 年的交付量预计为 97,056 辆，意味着同比增长 122%。在2021年的前六个月，蔚来已经交付了41,956辆，占我2021财年交付估计的43%。随着下半年生产恢复正常，蔚来应该能够实现三位数的同比交付增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb01be329ab1b6d9a6097e74a1d5b250\" tg-width=\"455\" tg-height=\"116\"><span>(Source: Author)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：作者）</span></p></blockquote></p><p> <b>NIO's sales growth is cheap</b></p><p><blockquote><b>蔚来汽车的销量增长很便宜</b></blockquote></p><p> EV makers are not cheap and that is because the market values sales and delivery growth more than anything. NIO trades at a P-S ratio of 9.4 and the valuation multiplier factor is not that much different from other EV makers. Compared against Tesla (TSLA), which trades at a P-S ratio of 9.9, NIO has more revaluation potential because it operates in a larger market and has a lower revenue base.</p><p><blockquote>电动汽车制造商并不便宜，这是因为市场最看重销售和交付增长。蔚来的市盈率为 9.4，估值乘数系数与其他电动汽车制造商没有太大区别。与市盈率为 9.9 的特斯拉 (TSLA) 相比，蔚来具有更大的重估潜力，因为它在更大的市场运营且收入基础较低。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f84e0cee1726c807b6b7d04f4f4e44f2\" tg-width=\"635\" tg-height=\"450\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> The chip supply shortage is still a major risk factor for NIO and it will have an impact on NIO's Q3 and Q4 production output... which will be below potential. As conditions normalize slowly in the second half, NIO should be able to ramp up factory output and deliveries. While delivery growth rates are influenced by factors outside of NIO's operations, they also represent a big opportunity for NIO to surprise the market. Better than expected growth rates and a fast return to full production could create fertile ground for stock price appreciation.</p><p><blockquote>芯片供应短缺仍然是蔚来的主要风险因素，并将对蔚来第三季度和第四季度的产量产生影响……这将低于潜力。随着下半年情况慢慢恢复正常，蔚来应该能够提高工厂产量和交付量。虽然交付量增长率受到蔚来运营以外因素的影响，但它们也代表着蔚来给市场带来惊喜的巨大机会。好于预期的增长率和快速恢复满产可能会为股价升值创造肥沃的土壤。</blockquote></p><p> <b>Final thoughts</b></p><p><blockquote><b>最后的想法</b></blockquote></p><p> NIO may be growing faster than expected in 2021 as the chip supply shortage eases and a strong rebound in the second half of the year could push NIO to hit the critical 100,000 annual delivery milestone. Demand for EVs remained strong in 2021 and Chinese EV makers are killing it. I believe 120% Y/Y growth in annual deliveries is possible in 2021 as factory output normalizes in the second half of the year.</p><p><blockquote>蔚来在2021年的增长速度可能会快于预期，因为芯片供应短缺的缓解以及下半年的强劲反弹可能会推动蔚来达到10万个年度交付的关键里程碑。2021 年电动汽车需求依然强劲，而中国电动汽车制造商正在扼杀这一需求。我相信，随着下半年工厂产量正常化，2021 年年度交付量可能会同比增长 120%。</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>NIO May Grow Even Faster Than Expected<blockquote>蔚来增长速度可能比预期还要快</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\">\nNIO May Grow Even Faster Than Expected<blockquote>蔚来增长速度可能比预期还要快</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-07-02 23:09</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>NIO’s June deliveries grew at an impressive rate.</li>  <li>The Chinese EV maker returned to triple-digit delivery growth last month, helped by strong Y/Y growth in NIO’s flagship model ES6.</li>  <li>NIO is set to overcome production setbacks and ramp up production in the second half of 2021.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/03ca537373e278344c3447309dd586ea\" tg-width=\"768\" tg-height=\"443\"><span>peterschreiber.media/iStock via Getty Images</span></p><p><blockquote><ul><li>蔚来 6 月份的交付量增长速度令人印象深刻。</li><li>在蔚来旗舰车型 ES6 同比强劲增长的帮助下，这家中国电动汽车制造商上个月的交付量恢复了三位数增长。</li><li>蔚来将在2021年下半年克服生产挫折并提高产量。</li></ul><p class=\"t-img-caption\"><span>peterschreiber.media/iStock 来自盖蒂图片社</span></p></blockquote></p><p> Chinese electric vehicle maker NIO (NIO) is rebounding fast from the pandemic-driven chip supply shortage and the proof is in surging EV deliveries. Impressive delivery rates for the month of June show that the market may underestimate NIO's growth potential.</p><p><blockquote>中国电动汽车制造商蔚来（蔚来）正在从大流行导致的芯片供应短缺中迅速反弹，电动汽车交付量激增就是最好的证明。6 月份令人印象深刻的交付率表明市场可能低估了蔚来汽车的增长潜力。</blockquote></p><p> <b>Shipping volumes are accelerating</b></p><p><blockquote><b>发货量正在加速</b></blockquote></p><p> NIO guided for lower production volumes in the second quarter due to the global chip and battery supply shortage. The shortage was set to&nbsp;reduce NIO's factory output&nbsp;from 10,000 vehicles to 7,500 vehicles a month.</p><p><blockquote>由于全球芯片和电池供应短缺，蔚来预计第二季度产量将下降。此次短缺将使蔚来汽车的工厂产量从每月 10,000 辆减少到 7,500 辆。</blockquote></p><p> The global semiconductor supply shortage has its roots in the COVID-19 pandemic. As more people started to work from home, a sharp increase in demand for semiconductors from the consumer electronics industry coincided with a faster than anticipated rebound in chip demand from the auto industry, leading to a global shortage in semiconductors that is throttling auto production from the US to China. NIO's guidance for lower factory output has lowered delivery expectations but a return to triple-digit growth rates may now push NIO's stock higher again.</p><p><blockquote>全球半导体供应短缺源于新冠肺炎疫情。随着越来越多的人开始在家工作，消费电子行业对半导体需求的急剧增加，恰逢汽车行业芯片需求的反弹速度快于预期，导致全球半导体短缺，从而抑制了从美国到中国的汽车产量。蔚来汽车对工厂产量下降的指导降低了交付预期，但恢复三位数增长率现在可能会再次推高蔚来汽车的股价。</blockquote></p><p> While the temporary production drop was a setback for NIO, it seems that the electric vehicle maker is ready to bounce back.NIO's June deliveries&nbsp;were nothing short of impressive and the market may underestimate NIO's ability to grow EV deliveries at triple digits this year. The Chinese EV maker delivered a total 8,083 vehicles in June, bringing the Q2'21 total to 21,896 EVs consisting of all models… NIO's 5-seater electric SUV ES6, the 5-seater electric coupe SUV EC6 and the 6-seater or 7-seater electric SUV ES8. NIO's monthly and quarterly delivery totals hit records in the second quarter and the EV maker is set to reach new records for the rest of the year. Total June deliveries saw 116% growth Y/Y with the largest growth coming from the ES6 model. The ES6 category saw 52% growth Y/Y. Total deliveries for Q2'21 were 21,896, most of which were ES6s, showing growth of 112% Y/Y… and that's despite production problems in the second quarter. Comparable figures for the EC6 are not available since deliveries for this model only began after the second quarter last year. What stands out from NIO's June delivery report is that shipping growth is speeding up compared to the previous month, which may be seen as a sign that NIO's delivery capabilities are undervalued. In May, NIO delivered 6,711 vehicles which is equivalent to a Y/Y growth rate of 95%. Strong delivery numbers for the month of June may be a cue that NIO's production problems are easing and that NIO is ready to return to full production capacity.</p><p><blockquote>虽然产量暂时下降对蔚来来说是一个挫折，但这家电动汽车制造商似乎已经准备好反弹。蔚来汽车 6 月份的交付量令人印象深刻，市场可能低估了蔚来汽车今年电动汽车交付量增长三位数的能力。这家中国电动汽车制造商在 6 月份共交付了 8,083 辆汽车，使 21 年第二季度的电动汽车总数达到 21,896 辆，包括所有车型……蔚来的 5 座电动 SUV ES6、5 座电动轿跑车 SUV EC6 和 6 座或 7 座电动 SUV ES8。蔚来汽车第二季度的月度和季度交付总量创下历史新高，这家电动汽车制造商将在今年剩余时间内创下新纪录。6 月份总交付量同比增长 116%，其中 ES6 车型增幅最大。ES6 类别同比增长 52%。21 年第二季度的总交付量为 21,896 辆，其中大部分是 ES6，同比增长 112%……尽管第二季度出现了生产问题。由于该车型在去年第二季度之后才开始交付，因此没有 EC6 的可比数据。蔚来6月份交付报告中最引人注目的是，与上个月相比，出货量增长正在加速，这可能被视为蔚来交付能力被低估的迹象。5月份，蔚来交付了6,711辆汽车，同比增长率高达95%。6 月份强劲的交付数据可能表明蔚来的生产问题正在缓解，蔚来已准备好恢复满负荷产能。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6af76b71f8259337d534fb29b1a6a8c4\" tg-width=\"673\" tg-height=\"129\"><span>(Source: Author)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：作者）</span></p></blockquote></p><p> NIO has an annual production capacity of 150,000 vehicles which the EV maker is not fully utilizing due to the semiconductor shortage. As soon as the chip shortage eases, which can be expected to be the case in the second half of the year, we should see a steady ramp up in NIO's factory output and deliveries. The speed of the ramp up will depend less on demand but rather on the severity of the supply shortage. The semiconductor shortage is a primary risk factor that will impact NIO's delivery success in the remaining two quarters.</p><p><blockquote>蔚来的年产能为 15 万辆汽车，但由于半导体短缺，这家电动汽车制造商并未充分利用这一产能。一旦芯片短缺问题得到缓解（预计下半年将会出现这种情况），我们应该会看到蔚来的工厂产量和交付量稳步增长。增长的速度将较少取决于需求，而是取决于供应短缺的严重程度。半导体短缺是影响蔚来汽车剩余两个季度交付成功的主要风险因素。</blockquote></p><p> The market for electric vehicles is very resilient in China and demand for zero-emission passenger vehicles is not going away due to delays in production, which may be a sort of luxury problem for Chinese EV makers. NIO's EV sales in China have surged this year, but the second half of the year may see even faster growth as the industry works through the supply problem.</p><p><blockquote>中国电动汽车市场非常有弹性，对零排放乘用车的需求不会因生产延迟而消失，这对中国电动汽车制造商来说可能是一种奢侈品问题。蔚来汽车今年在中国的电动汽车销量激增，但随着行业解决供应问题，下半年可能会出现更快的增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7579fc2abe7ca63887e68a9256b54cb3\" tg-width=\"921\" tg-height=\"438\"><span>(Source:InsideEVs)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：InsideEVs）</span></p></blockquote></p><p> XPeng (XPEV), another Chinese electric vehicle maker,delivered&nbsp;6,565 Smart EVs in June 2021, representing growth of 617% Y/Y. XPeng sold 4,730 electric sport sedans and 1,835 compact SUVs last month, more than ever before. In Q2'21, XPeng delivered 17,398 deliveries, representing 439% growth Y/Y.</p><p><blockquote>另一家中国电动汽车制造商小鹏汽车（XPEV）2021年6月交付了6,565辆智能电动汽车，同比增长617%。小鹏汽车上个月售出了 4,730 辆电动运动轿车和 1,835 辆紧凑型 SUV，比以往任何时候都多。2021 年第二季度，小鹏汽车交付量为 17,398 辆，同比增长 439%。</blockquote></p><p> XPeng's EV sales in China are also soaring showing strong demand and customer uptake of EV vehicles.</p><p><blockquote>小鹏汽车在中国的电动汽车销量也在飙升，显示出对电动汽车的强劲需求和客户接受度。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c8cd25b4fd64f193bc91dabbee99e54\" tg-width=\"925\" tg-height=\"445\"><span>(Source:InsideEVs)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：InsideEVs）</span></p></blockquote></p><p></p><p> <b>NIO FY 2021 delivery projections</b></p><p><blockquote><b>蔚来 2021 财年交付预测</b></blockquote></p><p> My estimates for Q3'21 and Q4'21 deliveries are shown in the graph below and assume a ramp up especially in NIO's ES6 delivery capability and a continual escalation to a quarterly output of 30,000 vehicles by year-end. A quarterly output volume of around 30,000 cars by year-end is realistic to achieve and NIO would still be operating 20% below full production capacity. Calculating the delivery totals for Q1 and Q2 together with my estimates for Q3 and Q4 results in a total delivery potential of 97,056 vehicles (across all three models) in FY 2021 and NIO may even be able to crack the 100,000 barrier if shipment volumes continue to accelerate at a strong rate in the last two quarters of the year. NIO delivered 43,728 vehicles in 2020 in total, so a 97,056 delivery estimate for 2021 implies 122% Y/Y growth. In the first six months of 2021, NIO already delivered 41,956 or 43% of my FY 2021 delivery estimate. As production returns to normal in the second half of the year, NIO should be able to create triple-digit delivery growth on a Y/Y basis.</p><p><blockquote>我对 2021 年第三季度和 2021 年第四季度交付量的估计如下图所示，并假设蔚来 ES6 的交付能力有所增强，并且到年底季度产量将持续增长至 30,000 辆。到年底实现约 30,000 辆汽车的季度产量是现实的，蔚来的运营仍将比满负荷产能低 20%。计算第一季度和第二季度的交付总量以及我对第三季度和第四季度的估计，2021 财年的总交付潜力为 97,056 辆（所有三种车型），如果出货量在今年最后两个季度继续强劲增长，蔚来甚至可能能够突破 100,000 辆大关。蔚来在 2020 年总共交付了 43,728 辆汽车，因此 2021 年的交付量预计为 97,056 辆，意味着同比增长 122%。在2021年的前六个月，蔚来已经交付了41,956辆，占我2021财年交付估计的43%。随着下半年生产恢复正常，蔚来应该能够实现三位数的同比交付增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb01be329ab1b6d9a6097e74a1d5b250\" tg-width=\"455\" tg-height=\"116\"><span>(Source: Author)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：作者）</span></p></blockquote></p><p> <b>NIO's sales growth is cheap</b></p><p><blockquote><b>蔚来汽车的销量增长很便宜</b></blockquote></p><p> EV makers are not cheap and that is because the market values sales and delivery growth more than anything. NIO trades at a P-S ratio of 9.4 and the valuation multiplier factor is not that much different from other EV makers. Compared against Tesla (TSLA), which trades at a P-S ratio of 9.9, NIO has more revaluation potential because it operates in a larger market and has a lower revenue base.</p><p><blockquote>电动汽车制造商并不便宜，这是因为市场最看重销售和交付增长。蔚来的市盈率为 9.4，估值乘数系数与其他电动汽车制造商没有太大区别。与市盈率为 9.9 的特斯拉 (TSLA) 相比，蔚来具有更大的重估潜力，因为它在更大的市场运营且收入基础较低。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f84e0cee1726c807b6b7d04f4f4e44f2\" tg-width=\"635\" tg-height=\"450\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> The chip supply shortage is still a major risk factor for NIO and it will have an impact on NIO's Q3 and Q4 production output... which will be below potential. As conditions normalize slowly in the second half, NIO should be able to ramp up factory output and deliveries. While delivery growth rates are influenced by factors outside of NIO's operations, they also represent a big opportunity for NIO to surprise the market. Better than expected growth rates and a fast return to full production could create fertile ground for stock price appreciation.</p><p><blockquote>芯片供应短缺仍然是蔚来的主要风险因素，并将对蔚来第三季度和第四季度的产量产生影响……这将低于潜力。随着下半年情况慢慢恢复正常，蔚来应该能够提高工厂产量和交付量。虽然交付量增长率受到蔚来运营以外因素的影响，但它们也代表着蔚来给市场带来惊喜的巨大机会。好于预期的增长率和快速恢复满产可能会为股价升值创造肥沃的土壤。</blockquote></p><p> <b>Final thoughts</b></p><p><blockquote><b>最后的想法</b></blockquote></p><p> NIO may be growing faster than expected in 2021 as the chip supply shortage eases and a strong rebound in the second half of the year could push NIO to hit the critical 100,000 annual delivery milestone. Demand for EVs remained strong in 2021 and Chinese EV makers are killing it. I believe 120% Y/Y growth in annual deliveries is possible in 2021 as factory output normalizes in the second half of the year.</p><p><blockquote>蔚来在2021年的增长速度可能会快于预期，因为芯片供应短缺的缓解以及下半年的强劲反弹可能会推动蔚来达到10万个年度交付的关键里程碑。2021 年电动汽车需求依然强劲，而中国电动汽车制造商正在扼杀这一需求。我相信，随着下半年工厂产量正常化，2021 年年度交付量可能会同比增长 120%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4437606-nio-may-grow-faster-than-expected\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4437606-nio-may-grow-faster-than-expected","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120590567","content_text":"Summary\n\nNIO’s June deliveries grew at an impressive rate.\nThe Chinese EV maker returned to triple-digit delivery growth last month, helped by strong Y/Y growth in NIO’s flagship model ES6.\nNIO is set to overcome production setbacks and ramp up production in the second half of 2021.\n\npeterschreiber.media/iStock via Getty Images\nChinese electric vehicle maker NIO (NIO) is rebounding fast from the pandemic-driven chip supply shortage and the proof is in surging EV deliveries. Impressive delivery rates for the month of June show that the market may underestimate NIO's growth potential.\nShipping volumes are accelerating\nNIO guided for lower production volumes in the second quarter due to the global chip and battery supply shortage. The shortage was set to reduce NIO's factory output from 10,000 vehicles to 7,500 vehicles a month.\nThe global semiconductor supply shortage has its roots in the COVID-19 pandemic. As more people started to work from home, a sharp increase in demand for semiconductors from the consumer electronics industry coincided with a faster than anticipated rebound in chip demand from the auto industry, leading to a global shortage in semiconductors that is throttling auto production from the US to China. NIO's guidance for lower factory output has lowered delivery expectations but a return to triple-digit growth rates may now push NIO's stock higher again.\nWhile the temporary production drop was a setback for NIO, it seems that the electric vehicle maker is ready to bounce back.NIO's June deliveries were nothing short of impressive and the market may underestimate NIO's ability to grow EV deliveries at triple digits this year. The Chinese EV maker delivered a total 8,083 vehicles in June, bringing the Q2'21 total to 21,896 EVs consisting of all models… NIO's 5-seater electric SUV ES6, the 5-seater electric coupe SUV EC6 and the 6-seater or 7-seater electric SUV ES8. NIO's monthly and quarterly delivery totals hit records in the second quarter and the EV maker is set to reach new records for the rest of the year. Total June deliveries saw 116% growth Y/Y with the largest growth coming from the ES6 model. The ES6 category saw 52% growth Y/Y. Total deliveries for Q2'21 were 21,896, most of which were ES6s, showing growth of 112% Y/Y… and that's despite production problems in the second quarter. Comparable figures for the EC6 are not available since deliveries for this model only began after the second quarter last year. What stands out from NIO's June delivery report is that shipping growth is speeding up compared to the previous month, which may be seen as a sign that NIO's delivery capabilities are undervalued. In May, NIO delivered 6,711 vehicles which is equivalent to a Y/Y growth rate of 95%. Strong delivery numbers for the month of June may be a cue that NIO's production problems are easing and that NIO is ready to return to full production capacity.\n(Source: Author)\nNIO has an annual production capacity of 150,000 vehicles which the EV maker is not fully utilizing due to the semiconductor shortage. As soon as the chip shortage eases, which can be expected to be the case in the second half of the year, we should see a steady ramp up in NIO's factory output and deliveries. The speed of the ramp up will depend less on demand but rather on the severity of the supply shortage. The semiconductor shortage is a primary risk factor that will impact NIO's delivery success in the remaining two quarters.\nThe market for electric vehicles is very resilient in China and demand for zero-emission passenger vehicles is not going away due to delays in production, which may be a sort of luxury problem for Chinese EV makers. NIO's EV sales in China have surged this year, but the second half of the year may see even faster growth as the industry works through the supply problem.\n(Source:InsideEVs)\nXPeng (XPEV), another Chinese electric vehicle maker,delivered 6,565 Smart EVs in June 2021, representing growth of 617% Y/Y. XPeng sold 4,730 electric sport sedans and 1,835 compact SUVs last month, more than ever before. In Q2'21, XPeng delivered 17,398 deliveries, representing 439% growth Y/Y.\nXPeng's EV sales in China are also soaring showing strong demand and customer uptake of EV vehicles.\n(Source:InsideEVs)\nNIO FY 2021 delivery projections\nMy estimates for Q3'21 and Q4'21 deliveries are shown in the graph below and assume a ramp up especially in NIO's ES6 delivery capability and a continual escalation to a quarterly output of 30,000 vehicles by year-end. A quarterly output volume of around 30,000 cars by year-end is realistic to achieve and NIO would still be operating 20% below full production capacity. Calculating the delivery totals for Q1 and Q2 together with my estimates for Q3 and Q4 results in a total delivery potential of 97,056 vehicles (across all three models) in FY 2021 and NIO may even be able to crack the 100,000 barrier if shipment volumes continue to accelerate at a strong rate in the last two quarters of the year. NIO delivered 43,728 vehicles in 2020 in total, so a 97,056 delivery estimate for 2021 implies 122% Y/Y growth. In the first six months of 2021, NIO already delivered 41,956 or 43% of my FY 2021 delivery estimate. As production returns to normal in the second half of the year, NIO should be able to create triple-digit delivery growth on a Y/Y basis.\n(Source: Author)\nNIO's sales growth is cheap\nEV makers are not cheap and that is because the market values sales and delivery growth more than anything. NIO trades at a P-S ratio of 9.4 and the valuation multiplier factor is not that much different from other EV makers. Compared against Tesla (TSLA), which trades at a P-S ratio of 9.9, NIO has more revaluation potential because it operates in a larger market and has a lower revenue base.\nData by YCharts\nRisks\nThe chip supply shortage is still a major risk factor for NIO and it will have an impact on NIO's Q3 and Q4 production output... which will be below potential. As conditions normalize slowly in the second half, NIO should be able to ramp up factory output and deliveries. While delivery growth rates are influenced by factors outside of NIO's operations, they also represent a big opportunity for NIO to surprise the market. Better than expected growth rates and a fast return to full production could create fertile ground for stock price appreciation.\nFinal thoughts\nNIO may be growing faster than expected in 2021 as the chip supply shortage eases and a strong rebound in the second half of the year could push NIO to hit the critical 100,000 annual delivery milestone. Demand for EVs remained strong in 2021 and Chinese EV makers are killing it. I believe 120% Y/Y growth in annual deliveries is possible in 2021 as factory output normalizes in the second half of the year.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":798,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158787478,"gmtCreate":1625182472994,"gmtModify":1633942883805,"author":{"id":"3583113201416266","authorId":"3583113201416266","name":"AliciaA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583113201416266","authorIdStr":"3583113201416266"},"themes":[],"title":"","htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/158787478","repostId":"2148295558","repostType":4,"repost":{"id":"2148295558","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1625151197,"share":"https://www.laohunote.com/m/news/2148295558?lang=zh_CN&edition=full","pubTime":"2021-07-01 22:53","market":"us","language":"en","title":"Nio, XPeng Clock Record June Deliveries: Which EV Maker Outperformed?<blockquote>蔚来、小鹏汽车 6 月份交付量创纪录：哪家电动汽车制造商表现优异？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2148295558","media":"Benzinga Earnings","summary":"The Chinese EV start-ups,  Nio Inc. (NYSE: NIO) and XPeng Inc. (NYSE: XPEV), reported stellar delive","content":"<p>The Chinese EV start-ups,&nbsp;<b>&nbsp;Nio Inc.&nbsp;</b>(NYSE:&nbsp;NIO) and&nbsp;<b>XPeng Inc.&nbsp;</b>(NYSE:&nbsp;XPEV), reported stellar deliveries for June, sending their shares higher Thursday.</p><p><blockquote>中国电动汽车初创企业，<b>蔚来</b>（纽约证券交易所代码：蔚来）和<b>小鹏汽车</b>（纽约证券交易所股票代码：XPEV）报告 6 月份交付量出色，推动其股价周四走高。</blockquote></p><p> <b>Nio Vs. XPeng - How June Growth Compares:&nbsp;</b>&nbsp;Nio reported June deliveries of 8,083 vehicles, while peer XPeng June deliveries stood at 6,565 vehicles. The monthly numbers represented records for both&nbsp;companies.</p><p><blockquote><b>蔚来与小鹏汽车 - 6 月份增长如何比较：</b>蔚来报告 6 月份交付量为 8,083 辆，而同行小鹏汽车 6 月份交付量为 6,565 辆。月度数据代表了两家公司的记录。</blockquote></p><p> Nio's deliveries increased 116.1% year-over-year, while XPeng's jumped 617%. The month-over-month increases for the EV makers were at 20.4% and 15.5%, respectively.</p><p><blockquote>蔚来交付量同比增长116.1%，小鹏汽车交付量同比增长617%。电动汽车制造商的环比增幅分别为20.4%和15.5%。</blockquote></p><p> Nio sold 1,498 ES8s, 3,755 ES6s, and 2,830 EC6s during June, while XPeng's monthly numbers included 4,730 for its sports smart sedan P7 1,835 for smart compact SUV G3. Year-to-date, total deliveries reached 30,738 units, a 459% increase year-over-year.</p><p><blockquote>蔚来 6 月份售出 1,498 辆 ES8、3,755 辆 ES6 和 2,830 辆 EC6，而小鹏汽车的月度销量包括其运动型智能轿车 P7 4,730 辆智能紧凑型 SUV G3 1,835 辆。年初至今，总交付量达到30,738台，同比增长459%。</blockquote></p><p> XPeng noted that P7 deliveries were witnessing rising popularity among China's tech-savvy consumers. \"The P7's Navigation Guided Pilot (NGP) highway solutions are attracting wide customer appeal, reinforcing the Company's commitment to technology innovation,\" the company said in the statement.</p><p><blockquote>小鹏汽车指出，P7 交付在中国精通技术的消费者中越来越受欢迎。该公司在声明中表示：“P7 的导航引导试点 (NGP) 高速公路解决方案吸引了广泛的客户吸引力，加强了公司对技术创新的承诺。”</blockquote></p><p> <b>Nio Vs. XPeng: How Q2 Compares to Guidance:&nbsp;</b>&nbsp;Nio's quarterly number was at a record 21,896 units, which fell within the company's guidance range of 21,000-22,000. The company noted that Q2 marked the fifth straight year of quarter-over-quarter growth.</p><p><blockquote><b>蔚来与小鹏汽车：第二季度与指引的比较：</b>蔚来汽车季度销量为创纪录的 21,896 辆，落在该公司 21,000-22,000 辆的指导范围内。该公司指出，第二季度连续第五年实现环比增长。</blockquote></p><p> XPeng also reported record second-quarter deliveries of 17,398, which exceeded the guidance range of 15,500-16,000.</p><p><blockquote>小鹏汽车还公布第二季度交付量创纪录，达到 17,398 辆，超过了 15,500-16,000 辆的指导范围。</blockquote></p><p> <b>What Lies Ahead:&nbsp;</b>&nbsp;Nio has&nbsp;expanded&nbsp;into Norway and is on track to sell its ES8s in the European nation. The company is also reportedly interested in a model catering to the mid-and low-end of the market. The much-envied ET7 sedan unveiled by Nio in January is likely to be commercially marketed in the first quarter of 2022.</p><p><blockquote><b>未来：</b>蔚来已将业务扩展到挪威，并有望在这个欧洲国家销售其 ES8。据报道，该公司还对迎合中低端市场的车型感兴趣。蔚来一月份推出的备受羡慕的 ET7 轿车可能会在 2022 年第一季度投入商业销售。</blockquote></p><p> XPeng said it plans to launch the G3i SUV, the new mid-phase facelift version of G3, in July 2021, with deliveries scheduled for September. The company also plans to launch its third production model, the P5 sedan, in the third quarter, with deliveries expected in the fourth quarter.</p><p><blockquote>小鹏汽车表示，计划于2021年7月推出G3i SUV，这是G3的新中期改款版本，计划于9月交付。该公司还计划在第三季度推出第三款量产车型P5轿车，预计第四季度交付。</blockquote></p><p> \"Upon delivery, the P5 will be the world's first mass-produced Smart EV equipped with auto-grade LiDAR technology,\" the company said.</p><p><blockquote>该公司表示：“交付后，P5将成为世界上第一款配备汽车级激光雷达技术的量产智能电动汽车。”</blockquote></p><p> <b>Price Action:&nbsp;</b>&nbsp;In premarket trading, Nio shares were up 2.73% at $54.65, while XPeng gained 3.85% to $46.13.</p><p><blockquote><b>价格行为：</b>盘前交易中，蔚来股价上涨 2.73%，至 54.65 美元，小鹏汽车股价上涨 3.85%，至 46.13 美元。</blockquote></p><p> Year-to-date period, Nio shares are up 9.2%, and XPeng has gained 3.7%.</p><p><blockquote>今年迄今为止，蔚来股价上涨9.2%，小鹏汽车股价上涨3.7%。</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>Nio, XPeng Clock Record June Deliveries: Which EV Maker Outperformed?<blockquote>蔚来、小鹏汽车 6 月份交付量创纪录：哪家电动汽车制造商表现优异？</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\">\nNio, XPeng Clock Record June Deliveries: Which EV Maker Outperformed?<blockquote>蔚来、小鹏汽车 6 月份交付量创纪录：哪家电动汽车制造商表现优异？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time smaller\">2021-07-01 22:53</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>The Chinese EV start-ups,&nbsp;<b>&nbsp;Nio Inc.&nbsp;</b>(NYSE:&nbsp;NIO) and&nbsp;<b>XPeng Inc.&nbsp;</b>(NYSE:&nbsp;XPEV), reported stellar deliveries for June, sending their shares higher Thursday.</p><p><blockquote>中国电动汽车初创企业，<b>蔚来</b>（纽约证券交易所代码：蔚来）和<b>小鹏汽车</b>（纽约证券交易所股票代码：XPEV）报告 6 月份交付量出色，推动其股价周四走高。</blockquote></p><p> <b>Nio Vs. XPeng - How June Growth Compares:&nbsp;</b>&nbsp;Nio reported June deliveries of 8,083 vehicles, while peer XPeng June deliveries stood at 6,565 vehicles. The monthly numbers represented records for both&nbsp;companies.</p><p><blockquote><b>蔚来与小鹏汽车 - 6 月份增长如何比较：</b>蔚来报告 6 月份交付量为 8,083 辆，而同行小鹏汽车 6 月份交付量为 6,565 辆。月度数据代表了两家公司的记录。</blockquote></p><p> Nio's deliveries increased 116.1% year-over-year, while XPeng's jumped 617%. The month-over-month increases for the EV makers were at 20.4% and 15.5%, respectively.</p><p><blockquote>蔚来交付量同比增长116.1%，小鹏汽车交付量同比增长617%。电动汽车制造商的环比增幅分别为20.4%和15.5%。</blockquote></p><p> Nio sold 1,498 ES8s, 3,755 ES6s, and 2,830 EC6s during June, while XPeng's monthly numbers included 4,730 for its sports smart sedan P7 1,835 for smart compact SUV G3. Year-to-date, total deliveries reached 30,738 units, a 459% increase year-over-year.</p><p><blockquote>蔚来 6 月份售出 1,498 辆 ES8、3,755 辆 ES6 和 2,830 辆 EC6，而小鹏汽车的月度销量包括其运动型智能轿车 P7 4,730 辆智能紧凑型 SUV G3 1,835 辆。年初至今，总交付量达到30,738台，同比增长459%。</blockquote></p><p> XPeng noted that P7 deliveries were witnessing rising popularity among China's tech-savvy consumers. \"The P7's Navigation Guided Pilot (NGP) highway solutions are attracting wide customer appeal, reinforcing the Company's commitment to technology innovation,\" the company said in the statement.</p><p><blockquote>小鹏汽车指出，P7 交付在中国精通技术的消费者中越来越受欢迎。该公司在声明中表示：“P7 的导航引导试点 (NGP) 高速公路解决方案吸引了广泛的客户吸引力，加强了公司对技术创新的承诺。”</blockquote></p><p> <b>Nio Vs. XPeng: How Q2 Compares to Guidance:&nbsp;</b>&nbsp;Nio's quarterly number was at a record 21,896 units, which fell within the company's guidance range of 21,000-22,000. The company noted that Q2 marked the fifth straight year of quarter-over-quarter growth.</p><p><blockquote><b>蔚来与小鹏汽车：第二季度与指引的比较：</b>蔚来汽车季度销量为创纪录的 21,896 辆，落在该公司 21,000-22,000 辆的指导范围内。该公司指出，第二季度连续第五年实现环比增长。</blockquote></p><p> XPeng also reported record second-quarter deliveries of 17,398, which exceeded the guidance range of 15,500-16,000.</p><p><blockquote>小鹏汽车还公布第二季度交付量创纪录，达到 17,398 辆，超过了 15,500-16,000 辆的指导范围。</blockquote></p><p> <b>What Lies Ahead:&nbsp;</b>&nbsp;Nio has&nbsp;expanded&nbsp;into Norway and is on track to sell its ES8s in the European nation. The company is also reportedly interested in a model catering to the mid-and low-end of the market. The much-envied ET7 sedan unveiled by Nio in January is likely to be commercially marketed in the first quarter of 2022.</p><p><blockquote><b>未来：</b>蔚来已将业务扩展到挪威，并有望在这个欧洲国家销售其 ES8。据报道，该公司还对迎合中低端市场的车型感兴趣。蔚来一月份推出的备受羡慕的 ET7 轿车可能会在 2022 年第一季度投入商业销售。</blockquote></p><p> XPeng said it plans to launch the G3i SUV, the new mid-phase facelift version of G3, in July 2021, with deliveries scheduled for September. The company also plans to launch its third production model, the P5 sedan, in the third quarter, with deliveries expected in the fourth quarter.</p><p><blockquote>小鹏汽车表示，计划于2021年7月推出G3i SUV，这是G3的新中期改款版本，计划于9月交付。该公司还计划在第三季度推出第三款量产车型P5轿车，预计第四季度交付。</blockquote></p><p> \"Upon delivery, the P5 will be the world's first mass-produced Smart EV equipped with auto-grade LiDAR technology,\" the company said.</p><p><blockquote>该公司表示：“交付后，P5将成为世界上第一款配备汽车级激光雷达技术的量产智能电动汽车。”</blockquote></p><p> <b>Price Action:&nbsp;</b>&nbsp;In premarket trading, Nio shares were up 2.73% at $54.65, while XPeng gained 3.85% to $46.13.</p><p><blockquote><b>价格行为：</b>盘前交易中，蔚来股价上涨 2.73%，至 54.65 美元，小鹏汽车股价上涨 3.85%，至 46.13 美元。</blockquote></p><p> Year-to-date period, Nio shares are up 9.2%, and XPeng has gained 3.7%.</p><p><blockquote>今年迄今为止，蔚来股价上涨9.2%，小鹏汽车股价上涨3.7%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏集团"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2148295558","content_text":"The Chinese EV start-ups,  Nio Inc. (NYSE: NIO) and XPeng Inc. (NYSE: XPEV), reported stellar deliveries for June, sending their shares higher Thursday.\nNio Vs. XPeng - How June Growth Compares:  Nio reported June deliveries of 8,083 vehicles, while peer XPeng June deliveries stood at 6,565 vehicles. The monthly numbers represented records for both companies.\nNio's deliveries increased 116.1% year-over-year, while XPeng's jumped 617%. The month-over-month increases for the EV makers were at 20.4% and 15.5%, respectively.\nNio sold 1,498 ES8s, 3,755 ES6s, and 2,830 EC6s during June, while XPeng's monthly numbers included 4,730 for its sports smart sedan P7 1,835 for smart compact SUV G3. Year-to-date, total deliveries reached 30,738 units, a 459% increase year-over-year.\nXPeng noted that P7 deliveries were witnessing rising popularity among China's tech-savvy consumers. \"The P7's Navigation Guided Pilot (NGP) highway solutions are attracting wide customer appeal, reinforcing the Company's commitment to technology innovation,\" the company said in the statement.\nNio Vs. XPeng: How Q2 Compares to Guidance:  Nio's quarterly number was at a record 21,896 units, which fell within the company's guidance range of 21,000-22,000. The company noted that Q2 marked the fifth straight year of quarter-over-quarter growth.\nXPeng also reported record second-quarter deliveries of 17,398, which exceeded the guidance range of 15,500-16,000.\nWhat Lies Ahead:  Nio has expanded into Norway and is on track to sell its ES8s in the European nation. The company is also reportedly interested in a model catering to the mid-and low-end of the market. The much-envied ET7 sedan unveiled by Nio in January is likely to be commercially marketed in the first quarter of 2022.\nXPeng said it plans to launch the G3i SUV, the new mid-phase facelift version of G3, in July 2021, with deliveries scheduled for September. The company also plans to launch its third production model, the P5 sedan, in the third quarter, with deliveries expected in the fourth quarter.\n\"Upon delivery, the P5 will be the world's first mass-produced Smart EV equipped with auto-grade LiDAR technology,\" the company said.\nPrice Action:  In premarket trading, Nio shares were up 2.73% at $54.65, while XPeng gained 3.85% to $46.13.\nYear-to-date period, Nio shares are up 9.2%, and XPeng has gained 3.7%.","news_type":1,"symbols_score_info":{"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":812,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158787076,"gmtCreate":1625182448095,"gmtModify":1633942884756,"author":{"id":"3583113201416266","authorId":"3583113201416266","name":"AliciaA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583113201416266","authorIdStr":"3583113201416266"},"themes":[],"title":"","htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/158787076","repostId":"1148587912","repostType":4,"repost":{"id":"1148587912","kind":"news","pubTimestamp":1625151495,"share":"https://www.laohunote.com/m/news/1148587912?lang=zh_CN&edition=full","pubTime":"2021-07-01 22:58","market":"us","language":"en","title":"Cloudflare's Moat (Why It's Better Than The Big Boys)<blockquote>Cloudflare 的护城河（为什么它比大男孩更好）</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1148587912","media":"seekingalpha","summary":"Summary\n\nAfter my last article, I got a lot of questions about what Cloudflare's moat is. Can it fig","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>After my last article, I got a lot of questions about what Cloudflare's moat is. Can it fight off the giants in this space: Amazon, Microsoft, Akamai?</li>  <li>Cloudflare has a Software-Defined-Networking or SDN, which gives it a much more flexible and programmable network.</li>  <li>With the Internet of Things about to explode, a huge percentage of data will never leave the edge cloud.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9052b8744f400e2a1fcd5e28c02a9fd0\" tg-width=\"1536\" tg-height=\"1025\" referrerpolicy=\"no-referrer\"><span>Anthony Harvey/Getty Images Entertainment</span></p><p><blockquote><ul><li>在我的上一篇文章之后，我收到了很多关于Cloudflare护城河是什么的问题。它能击退这个领域的巨头：亚马逊、微软、阿卡迈吗？</li><li>Cloudflare有一个软件定义的网络或SDN，这给了它一个更加灵活和可编程的网络。</li><li>随着物联网即将爆发，巨大比例的数据永远不会离开边缘云。</li></ul><p class=\"t-img-caption\"><span>安东尼·哈维/盖蒂图片社娱乐</span></p></blockquote></p><p> <b>Introduction</b></p><p><blockquote><b>介绍</b></blockquote></p><p> Almost two months ago,I published an article&nbsp;about Cloudflare (NET), in which I argued that Cloudflare was worth its premium price. The stock is up about 30% since then but for me, as a long-term investor, the story hasn't changed, so that's not the reason why I write this article.</p><p><blockquote>大约两个月前，我发表了一篇关于Cloudflare（NET）的文章，其中我认为Cloudflare物有所值。从那时起，该股上涨了约 30%，但对我来说，作为一名长期投资者，情况并没有改变，所以这不是我写这篇文章的原因。</blockquote></p><p> After that article, I got a lot of questions about the moat of Cloudflare and a lot of people seem to think that Cloudflare can be crushed by the big players in this field. And of course, with giants like Amazon (AMZN), Google (GOOG) (GOOGL), Microsoft (MSFT) and Akamai (AKAM) in this industry, I understand the question.</p><p><blockquote>在那篇文章之后，我收到了很多关于Cloudflare护城河的问题，很多人似乎认为Cloudflare可以被这个领域的大公司碾压。当然，有了亚马逊（AMZN）、谷歌（GOOG）（GOOGL）、微软（MSFT）和阿卡迈（AKAM）这样的巨头在这个行业，我理解这个问题。</blockquote></p><p> But Cloudflare is much more than just a CDN network. After 25 years, CDN has become a commodity. Cloudflare has something special to protect it from the giants in this space, though. Of course, they will be there and they will take a certain percentage of the market, together probably a majority even, but that doesn't matter with such a huge market. After all, for the edge cloud, we are about where we were more than a decade ago for the core cloud (AWS, Azure...) and that means very early. The potential is huge.</p><p><blockquote>但是Cloudflare不仅仅是一个CDN网络。25年后，CDN已经成为一种商品。不过，Cloudflare有一些特殊的东西来保护它免受这个领域巨头的影响。当然，他们会在那里，他们会占据一定比例的市场，甚至可能占大多数，但这对于如此巨大的市场来说并不重要。毕竟，对于边缘云，我们和十多年前的核心云（AWS、Azure...）这意味着很早。潜力巨大。</blockquote></p><p> Before we start, just a quick thought. I think that the term 'moat' has been overused in recent years. A moat is supposed to be impenetrable and there are only very few companies who have that. Mostly they are the biggest companies in our world. So, you could argue that the title should have been Cloudflare's competitive advantage. The reason why I still used the word moat is that most people use that term.</p><p><blockquote>在我们开始之前，简单想一下。我认为“护城河”这个词近年来被过度使用了。护城河应该是坚不可摧的，只有极少数公司拥有护城河。他们大多是世界上最大的公司。所以，你可以说这个头衔应该是Cloudflare的竞争优势。我仍然使用护城河这个词的原因是大多数人都使用这个术语。</blockquote></p><p> <b>Cloudflare is developer-friendly</b></p><p><blockquote><b>Cloudflare对开发人员友好</b></blockquote></p><p> There are several CDN providers. Akamai is the big pure legacy player and 1,500 POPs (points-of-presence) and approximately 300,000 servers in 136 countries worldwide. If you know that Cloudflare has about 200 POPs, you could think that there is no way that it can fight Akamai.</p><p><blockquote>有几个CDN提供商。Akamai是大型纯传统播放器，在全球136个国家拥有1,500个POP（接入点）和大约300,000台服务器。如果你知道Cloudflare有大约200个pop，你可能会认为它不可能对抗Akamai。</blockquote></p><p> But POPs and CDN in general are commodities, cutting-edge technology and that's where Cloudflare is in a league of its own.</p><p><blockquote>但一般来说，POP和CDN都是商品，是尖端技术，这也是Cloudflare独树一帜的地方。</blockquote></p><p> The difference between Cloudflare and the rest of the CDNs is that Cloudflare is really developer-focused. I know, you hear that a lot, but I will try to explain what that means in the context of Cloudflare and CDNs. We have to become a bit technical but I will try to simplify without dumbing it down.</p><p><blockquote>Cloudflare与其他CDN的区别在于，Cloudflare真正以开发人员为中心。我知道，您经常听到这句话，但我会尝试解释这在Cloudflare和CDNs的背景下意味着什么。我们必须变得有点技术性，但我会尽量简化，而不把它变成哑巴。</blockquote></p><p> <b>SDN</b></p><p><blockquote><b>私人有限公司</b></blockquote></p><p> First, you have to understand what SDN means. It stands for software-defined networking and it is a way in which you can manage your network. SDN improves both the network performance as the monitoring.</p><p><blockquote>首先，你要明白SDN是什么意思。它代表软件定义的网络，是一种管理网络的方式。SDN提高了网络性能和监控。</blockquote></p><p> An SDN architecture separates the network control from the hardware infrastructure. In that way, it's easier to control the whole network. This differs from the older network structure, which is hierarchical. This image shows the difference between the SDN and hierarchical structure.</p><p><blockquote>SDN架构将网络控制与硬件基础架构分开。这样，就更容易控制整个网络。这与旧的网络结构不同，旧的网络结构是分层的。这张图显示了SDN和分层结构之间的区别。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/420d12a5a54ff415c3572ebeedb84abe\" tg-width=\"850\" tg-height=\"545\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> As you can see, the forward layer (which handles the traffic) and the control layers are separated in an SDN structure.</p><p><blockquote>如您所见，在SDN结构中，转发层（处理流量）和控制层是分开的。</blockquote></p><p> Because there's so much more data being used in our society, because networks become more and more complex, and because we all expect networks to perform better, a hierarchical structure is becoming more and more something of the past.</p><p><blockquote>因为我们的社会中使用了越来越多的数据，因为网络变得越来越复杂，因为我们都期望网络表现得更好，所以层次结构越来越成为过去。</blockquote></p><p> SDNs give much more flexibility and control because you can adapt centrally. This means that the whole network becomes directly programmable, instead of all the separate parts individually. This saves a lot of time, of course, and makes sure that updates can be more easily deployed. It makes SDN somewhat similar to cloud computing.</p><p><blockquote>SDN提供了更多的灵活性和控制，因为您可以集中调整。这意味着整个网络可以直接编程，而不是单独编程所有独立的部分。当然，这节省了大量时间，并确保更新可以更容易地部署。这使得SDN有点类似于云计算。</blockquote></p><p> Cloudflare itself&nbsp;gives a great analogy between SDN and hierarchical networking:</p><p><blockquote>Cloudflare本身给出了SDN和分层网络之间的一个很好的类比：</blockquote></p><p>   Think of the difference between typing an essay on a typewriter and typing it in a word processing application: Any changes to the typewritten essay mean it has to be retyped, while a word processing document can be revised endlessly. Similarly, SDN technology lets admins reconfigure their networks from a computer, instead of continually plugging and unplugging cables and devices.  <b>Edge computing</b></p><p><blockquote>想想在打字机上打字和在文字处理应用程序中打字之间的区别：对打字的文章的任何更改都意味着它必须重新打字，而文字处理文档可以无休止地修改。同样，SDN技术允许管理员从计算机重新配置他们的网络，而不是不断地插拔电缆和设备。<b>边缘计算</b></blockquote></p><p></p><p> The difference between Cloudflare and the competition is in how it has constructed the architecture of its POPs (points of presence, the servers that are distributed around the world) and especially the networks in between those POPs. Cloudflare has a structure that makes the network between its POPs programmable too, so-called edge computing.</p><p><blockquote>Cloudflare与竞争对手的区别在于它如何构建其POP（接入点、分布在世界各地的服务器）的架构，尤其是这些POP之间的网络。Cloudflare有一个结构，使其POP之间的网络也是可编程的，即所谓的边缘计算。</blockquote></p><p> Edge computing is especially important for the Internet of Things or IoT. These devices generate a huge amount of data. Cloud computing as we know it works great but not for the IoT data flood. IoT devices are easily hackable for example, but there are also performance problems.</p><p><blockquote>边缘计算对于物联网或IoT尤为重要。这些设备产生大量数据。众所周知，云计算非常有效，但不适用于物联网数据洪流。例如，物联网设备很容易被黑客攻击，但也存在性能问题。</blockquote></p><p> Besides those problems, what do you do with the huge amount of data? One solution is to store it in huge data lakes and that's why there is so much excitement around a company like Snowflake (SNOW) for example. But edge computing is better for IoT solutions. It can handle and store the data on the device that generated it and let them interact:</p><p><blockquote>除了这些问题，你如何处理海量数据？一个解决方案是将其存储在巨大的数据湖中，这就是为什么像雪花（SNOW）这样的公司如此令人兴奋。但边缘计算更适合物联网解决方案。它可以处理和存储生成数据的设备上的数据，并让它们进行交互：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/125a664a9d2e846b78709093a829ffb9\" tg-width=\"1024\" tg-height=\"684\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Cloudflare may have fewer POPs but they are built from the ground up as SDN architectures and they are much more powerful, which gives it the flexibility and customizability to have really powerful edge computing.</p><p><blockquote>Cloudflare可能有更少的pop，但它们是作为SDN架构从头开始构建的，而且它们更加强大，这使其具有灵活性和可定制性，可以拥有真正强大的边缘计算。</blockquote></p><p> <b>Competition from the big boys</b></p><p><blockquote><b>来自大男孩的竞争</b></blockquote></p><p> For the legacy players, Akamai in the first place, but also Amazon, Google, and Microsoft's it's not simple to change their whole infrastructure. Akamai, with its 1,500 POPs and 300,000 servers now has a disadvantage because of that size. It's virtually impossible to start all over again. Akamai, Microsoft, Google and Amazon are all developing their own edge computing capabilities but because of their architectural disadvantages, their edge computing won't perform like that of Cloudflare. Because of Cloudflare's SDN structure, which is much more programmable and flexible, customers have much more control over the entire network, globally, instead of the individual POPs. That's a huge competitive advantage.</p><p><blockquote>对于传统玩家来说，首先是Akamai，还有亚马逊、谷歌和微软，改变他们的整个基础设施并不简单。Akamai拥有1,500个pop和300,000台服务器，由于规模的原因，它现在处于劣势。几乎不可能重新开始。Akamai、微软、谷歌和亚马逊都在开发自己的边缘计算能力，但由于他们的架构劣势，他们的边缘计算不会像Cloudflare那样表现。由于Cloudflare的SDN结构更具可编程性和灵活性，客户可以更好地控制全球范围内的整个网络，而不是单个POP。这是一个巨大的竞争优势。</blockquote></p><p> Cloudflare foresaw the SDN revolution in CDNs and that's why it has made its servers much more powerful and it needs much fewer POPs than the legacy players in this field. The POPs are much better interconnected too. Cloudflare's co-founder Lee Holloway,that tragic computer genius, has laid the foundations for Cloudflare's flexible architecture and that's why Cloudflare's network has the structure and capabilities it has now.</p><p><blockquote>Cloudflare预见到了CDN中的SDN革命，这就是为什么它使其服务器更加强大，并且比该领域的传统参与者需要更少的POP。POPs的相互连接也更好。Cloudflare的联合创始人Lee Holloway，那个悲剧的计算机天才，为Cloudflare的灵活架构奠定了基础，这就是为什么Cloudflare的网络拥有现在的结构和功能。</blockquote></p><p> Amazon's Jeff Bezos has been known to say: \"Your profit margin is my opportunity.\" It seems that Matthew Prince now thinks the same about Amazon's AWS and he's not afraid to show it, in this&nbsp;tweet&nbsp;for example:</p><p><blockquote>众所周知，亚马逊的杰夫·贝索斯说过：“你的利润率就是我的机会。”马修·普林斯 (Matthew Prince) 现在似乎对亚马逊的 AWS 也有同样的看法，并且他并不害怕展示这一点，例如在这条推文中：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9b2a749523fa2bc73eaea4a15efddc59\" tg-width=\"584\" tg-height=\"254\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>The moat and applications</b></p><p><blockquote><b>护城河及其应用</b></blockquote></p><p> By being a programmable network, Cloudflare can make the typical extra applications of a CDN network faster and especially smarter. I understand that this is vague and that's why I will give some applications that are a consequence of this.</p><p><blockquote>作为一个可编程网络，Cloudflare可以使CDN网络的典型额外应用程序更快，尤其是更智能。我知道这是模糊的，这就是为什么我会给出一些由此产生的应用。</blockquote></p><p> <ul>  <li>traffic routing: the network can automatically detect and avoid problem areas, outages, DDoS attacks, etc.</li>  <li>choosing the best distribution form automatically (cloud, on-prem, multi-cloud)</li>  <li>making smart routing decisions based on the content form (files, pictures, video, gaming), the location of the end-user, which device is used, etc.</li> </ul> These are just some examples. There are more and with 5G on the horizon, this will only accelerate. There are so many future-oriented solutions that need high-speed internet and big data handling. Again, a few examples.</p><p><blockquote><ul><li>流量路由：网络可以自动检测并避免问题区域、中断、DDoS攻击等。</li><li>自动选择最佳分发形式（云、内部部署、多云）</li><li>基于内容形式（文件、图片、视频、游戏）、最终用户的位置、使用的设备等做出智能路由决策。</li></ul>这些只是一些例子。还有更多，随着5G的出现，这只会加速。有这么多面向未来的解决方案需要高速互联网和大数据处理。再举几个例子。</blockquote></p><p> Autonomous vehicles need to decide in a fraction of a second to stop for an unforeseen maneuver from another car. Ideally, these cars can communicate with each other to avoid collisions but you don't want latency there. Traffic could be much more distributed too, in the way that data traffic is distributed, for example.</p><p><blockquote>自动驾驶汽车需要在几分之一秒内决定停下来，以便另一辆车进行不可预见的机动。理想情况下，这些汽车可以相互通信以避免碰撞，但您不希望出现延迟。例如，以数据流量的分布方式，流量也可以更加分散。</blockquote></p><p> The edge could also be crucial for health devices to have constant and fast internet. If someone is monitored for heart problems and his heart fails, every second can mean the difference between life and death. Or think of autonomous robot surgery possibilities. Faster really means better and the edge is faster (and cheaper).</p><p><blockquote>边缘对于健康设备拥有持续快速的互联网也至关重要。如果有人因心脏问题接受监测，而他的心脏衰竭，每一秒都可能意味着生与死的区别。或者想想自主机器人手术的可能性。更快真的意味着更好，edge更快（也更便宜）。</blockquote></p><p> But most of all, the edge will be used for IoT. I know from somebody who works at the computer department of Coca-Cola UK for example that all of their fridges are connected to the edge cloud. They can all be controlled centrally. If one doesn't work, if the temperature of all of them has to be adapted, if one uses more electricity, this can all be seen.</p><p><blockquote>但最重要的是，边缘将用于物联网。例如，我从可口可乐英国公司计算机部门的某个人那里得知，他们所有的冰箱都连接到了边缘云。它们都可以集中控制。如果一个不工作，如果它们的温度都必须适应，如果一个使用更多的电力，这些都可以看到。</blockquote></p><p></p><p> Cloudflare can easily shift strategies because of its lean and flexible underlying structure. Cloudflare opened up its network for 3rd party developers in June of 2017. This is how Matthew Prince, Cloudflare's CEO,announced&nbsp;it:</p><p><blockquote>由于其精益和灵活的底层结构，Cloudflare可以轻松改变策略。Cloudflare于2017年6月向第三方开发者开放了其网络。Cloudflare 首席执行官 Matthew Prince 是这样宣布的：</blockquote></p><p>   Prior to today, if you wanted to write code that took full advantage of Cloudflare's global network you needed to be a Cloudflare employee. Our team is able to run code on thousands of servers in hundreds of locations around the world and modify our customers' packets as they flow through our network in order to make their web site, application, or API faster and more secure. Today, we open that access to the rest of the world.  This led to edge computing. Cloudflare already rolled out Cloudflare Workers in 2017. This is what Matthew Prince, Cloudflare's CEO,wrote about Workers a year ago:</p><p><blockquote>在今天之前，如果您想编写充分利用Cloudflare全球网络的代码，您需要成为Cloudflare的员工。我们的团队能够在全球数百个地点的数千台服务器上运行代码，并在客户的数据包流经我们的网络时修改它们，以使他们的网站、应用程序或API更快、更安全。今天，我们向世界其他地区开放了这一通道。这导致了边缘计算。Cloudflare已经在2017年推出了Cloudflare工人。这是 Cloudflare 首席执行官 Matthew Prince 一年前对员工的评价：</blockquote></p><p>   We announced Cloudflare Workers nearly three years ago and it's been generally available for the last two years. Over that time, we've seen hundreds of thousands of developers write tens of millions of lines of code that now run across Cloudflare's network.    Just last quarter, 20,000 developers deployed for the first time a new application using Cloudflare Workers.  Fastly has launched Compute@Edge recently too, its edge computing platform. An edge cloud platform exists between the IoT devices and the servers<i>and</i>between the servers themselves.</p><p><blockquote>我们在近三年前宣布了Cloudflare Workers，它在过去两年中已经普遍可用。在这段时间里，我们已经看到成千上万的开发人员编写了数千万行代码，这些代码现在运行在Cloudflare的网络上。就在上个季度，20,000名开发人员首次使用Cloudflare Workers部署了新应用程序。Fastly最近也推出了其边缘计算平台Compute@Edge。物联网设备和服务器之间存在边缘云平台<i>和</i>服务器之间。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/97d4327fc2095f720864a949f6cc2fc7\" tg-width=\"1280\" tg-height=\"902\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> While speed was seen as the killer application at first, Matthew Prince has changed his mind from the reality that he sees. He calls it Matthew's Hierarchy of Developers' Needs:</p><p><blockquote>虽然速度起初被视为杀手级应用，但马修·普林斯已经从他所看到的现实中改变了主意。他评级了it Matthew开发者需求的层次：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5c78a80e43fafa20827c8876af1ef3de\" tg-width=\"640\" tg-height=\"362\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>The beginning of a new era in computing</b></p><p><blockquote><b>计算新时代的开始</b></blockquote></p><p> This is the beginning of a new era of computing and there are many ways in which this could develop. CDNs aren't just meant for fast distribution and security anymore but it becomes a completely programmable network on their own.</p><p><blockquote>这是计算新时代的开始，有许多方式可以发展。CDN不再仅仅是为了快速分发和安全，而是成为一个完全可编程的网络。</blockquote></p><p> Cloudflare clearly has the lead and the first-mover advantage and it is almost impossible for CDNs such as Akamai or Limelight Networks (LLNW) to overtake our Potential Multibaggers for years and years because of their hierarchical structure. Although Amazon and Akamai already have some edge computing capabilities, it won't have the powerful programming capabilities Cloudflare's edge computing because the edge servers are not directly connected to each other.</p><p><blockquote>Cloudflare显然具有领先和先发优势，由于其层级结构，Akamai或Limelight Networks（LLNW）等CDN几乎不可能在年复一年地超越我们潜在的多袋运营商。虽然亚马逊和Akamai已经拥有了一些边缘计算能力，但它不会拥有Cloudflare边缘计算强大的编程能力，因为边缘服务器彼此之间并没有直接连接。</blockquote></p><p> Edge computing could become, over time, as big as cloud computing now and it will probably take away a part of the market of AWS, Azure and others. Not that those will shrink. The explosion of data will make that most IoT data will never leave the edge. That will become more than half of all data. For requests, this will be even much more.</p><p><blockquote>随着时间的推移，边缘计算可能会变得和现在的云计算一样大，它可能会夺走AWS、Azure和其他公司的部分市场。并不是说这些会缩水。数据的爆炸式增长将使大多数物联网数据永远不会离开边缘。这将成为所有数据的一半以上。对于请求，这将更多。</blockquote></p><p> This transforms all that Cloudflare offers right now, including CDN, into an application, one of the many to come. And that's what is so exciting about this company. The market of edge computing is impossible to calculate as we can't even imagine what the applications will be. Cloudflare will continue to roll out new applications and its customers can build new applications too, just as they can on AWS, for example.</p><p><blockquote>这将Cloudflare目前提供的所有功能（包括CDN）转化为一个应用程序，这是未来众多应用程序之一。这就是这家公司令人兴奋的地方。边缘计算的市场是无法计算的，因为我们甚至无法想象应用会是什么。Cloudflare将继续推出新的应用程序，其客户也可以构建新的应用程序，就像他们在AWS上一样。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> In this article, I tried to explain the competitive advantage that Cloudflare has over the big players in this field. Of course, there is much more to know about the technological advancements in this space but I wanted to give you an overview of the industry and why Cloudflare has a competitive advantage.</p><p><blockquote>在这篇文章中，我试图解释Cloudflare相对于该领域大公司的竞争优势。当然，关于这一领域的技术进步还有很多需要了解的，但我想向您概述一下这个行业，以及为什么Cloudflare具有竞争优势。</blockquote></p><p> This opportunity is simply too big and companies like Amazon, Microsoft and Google will definitely play an important role in this market. But because of its architectural advantage, Cloudflare prevails when it comes to quality and speed. The optionality of its programmable network is much higher than that of other players.</p><p><blockquote>这个机会实在是太大了，像亚马逊、微软和谷歌这样的公司肯定会在这个市场发挥重要作用。但由于其架构优势，Cloudflare在质量和速度方面占据上风。其可编程网络的可选性远高于其他播放器。</blockquote></p><p> In the meantime, keep growing!</p><p><blockquote>同时，继续成长!</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>Cloudflare's Moat (Why It's Better Than The Big Boys)<blockquote>Cloudflare 的护城河（为什么它比大男孩更好）</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\">\nCloudflare's Moat (Why It's Better Than The Big Boys)<blockquote>Cloudflare 的护城河（为什么它比大男孩更好）</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-07-01 22:58</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>After my last article, I got a lot of questions about what Cloudflare's moat is. Can it fight off the giants in this space: Amazon, Microsoft, Akamai?</li>  <li>Cloudflare has a Software-Defined-Networking or SDN, which gives it a much more flexible and programmable network.</li>  <li>With the Internet of Things about to explode, a huge percentage of data will never leave the edge cloud.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9052b8744f400e2a1fcd5e28c02a9fd0\" tg-width=\"1536\" tg-height=\"1025\" referrerpolicy=\"no-referrer\"><span>Anthony Harvey/Getty Images Entertainment</span></p><p><blockquote><ul><li>在我的上一篇文章之后，我收到了很多关于Cloudflare护城河是什么的问题。它能击退这个领域的巨头：亚马逊、微软、阿卡迈吗？</li><li>Cloudflare有一个软件定义的网络或SDN，这给了它一个更加灵活和可编程的网络。</li><li>随着物联网即将爆发，巨大比例的数据永远不会离开边缘云。</li></ul><p class=\"t-img-caption\"><span>安东尼·哈维/盖蒂图片社娱乐</span></p></blockquote></p><p> <b>Introduction</b></p><p><blockquote><b>介绍</b></blockquote></p><p> Almost two months ago,I published an article&nbsp;about Cloudflare (NET), in which I argued that Cloudflare was worth its premium price. The stock is up about 30% since then but for me, as a long-term investor, the story hasn't changed, so that's not the reason why I write this article.</p><p><blockquote>大约两个月前，我发表了一篇关于Cloudflare（NET）的文章，其中我认为Cloudflare物有所值。从那时起，该股上涨了约 30%，但对我来说，作为一名长期投资者，情况并没有改变，所以这不是我写这篇文章的原因。</blockquote></p><p> After that article, I got a lot of questions about the moat of Cloudflare and a lot of people seem to think that Cloudflare can be crushed by the big players in this field. And of course, with giants like Amazon (AMZN), Google (GOOG) (GOOGL), Microsoft (MSFT) and Akamai (AKAM) in this industry, I understand the question.</p><p><blockquote>在那篇文章之后，我收到了很多关于Cloudflare护城河的问题，很多人似乎认为Cloudflare可以被这个领域的大公司碾压。当然，有了亚马逊（AMZN）、谷歌（GOOG）（GOOGL）、微软（MSFT）和阿卡迈（AKAM）这样的巨头在这个行业，我理解这个问题。</blockquote></p><p> But Cloudflare is much more than just a CDN network. After 25 years, CDN has become a commodity. Cloudflare has something special to protect it from the giants in this space, though. Of course, they will be there and they will take a certain percentage of the market, together probably a majority even, but that doesn't matter with such a huge market. After all, for the edge cloud, we are about where we were more than a decade ago for the core cloud (AWS, Azure...) and that means very early. The potential is huge.</p><p><blockquote>但是Cloudflare不仅仅是一个CDN网络。25年后，CDN已经成为一种商品。不过，Cloudflare有一些特殊的东西来保护它免受这个领域巨头的影响。当然，他们会在那里，他们会占据一定比例的市场，甚至可能占大多数，但这对于如此巨大的市场来说并不重要。毕竟，对于边缘云，我们和十多年前的核心云（AWS、Azure...）这意味着很早。潜力巨大。</blockquote></p><p> Before we start, just a quick thought. I think that the term 'moat' has been overused in recent years. A moat is supposed to be impenetrable and there are only very few companies who have that. Mostly they are the biggest companies in our world. So, you could argue that the title should have been Cloudflare's competitive advantage. The reason why I still used the word moat is that most people use that term.</p><p><blockquote>在我们开始之前，简单想一下。我认为“护城河”这个词近年来被过度使用了。护城河应该是坚不可摧的，只有极少数公司拥有护城河。他们大多是世界上最大的公司。所以，你可以说这个头衔应该是Cloudflare的竞争优势。我仍然使用护城河这个词的原因是大多数人都使用这个术语。</blockquote></p><p> <b>Cloudflare is developer-friendly</b></p><p><blockquote><b>Cloudflare对开发人员友好</b></blockquote></p><p> There are several CDN providers. Akamai is the big pure legacy player and 1,500 POPs (points-of-presence) and approximately 300,000 servers in 136 countries worldwide. If you know that Cloudflare has about 200 POPs, you could think that there is no way that it can fight Akamai.</p><p><blockquote>有几个CDN提供商。Akamai是大型纯传统播放器，在全球136个国家拥有1,500个POP（接入点）和大约300,000台服务器。如果你知道Cloudflare有大约200个pop，你可能会认为它不可能对抗Akamai。</blockquote></p><p> But POPs and CDN in general are commodities, cutting-edge technology and that's where Cloudflare is in a league of its own.</p><p><blockquote>但一般来说，POP和CDN都是商品，是尖端技术，这也是Cloudflare独树一帜的地方。</blockquote></p><p> The difference between Cloudflare and the rest of the CDNs is that Cloudflare is really developer-focused. I know, you hear that a lot, but I will try to explain what that means in the context of Cloudflare and CDNs. We have to become a bit technical but I will try to simplify without dumbing it down.</p><p><blockquote>Cloudflare与其他CDN的区别在于，Cloudflare真正以开发人员为中心。我知道，您经常听到这句话，但我会尝试解释这在Cloudflare和CDNs的背景下意味着什么。我们必须变得有点技术性，但我会尽量简化，而不把它变成哑巴。</blockquote></p><p> <b>SDN</b></p><p><blockquote><b>私人有限公司</b></blockquote></p><p> First, you have to understand what SDN means. It stands for software-defined networking and it is a way in which you can manage your network. SDN improves both the network performance as the monitoring.</p><p><blockquote>首先，你要明白SDN是什么意思。它代表软件定义的网络，是一种管理网络的方式。SDN提高了网络性能和监控。</blockquote></p><p> An SDN architecture separates the network control from the hardware infrastructure. In that way, it's easier to control the whole network. This differs from the older network structure, which is hierarchical. This image shows the difference between the SDN and hierarchical structure.</p><p><blockquote>SDN架构将网络控制与硬件基础架构分开。这样，就更容易控制整个网络。这与旧的网络结构不同，旧的网络结构是分层的。这张图显示了SDN和分层结构之间的区别。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/420d12a5a54ff415c3572ebeedb84abe\" tg-width=\"850\" tg-height=\"545\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> As you can see, the forward layer (which handles the traffic) and the control layers are separated in an SDN structure.</p><p><blockquote>如您所见，在SDN结构中，转发层（处理流量）和控制层是分开的。</blockquote></p><p> Because there's so much more data being used in our society, because networks become more and more complex, and because we all expect networks to perform better, a hierarchical structure is becoming more and more something of the past.</p><p><blockquote>因为我们的社会中使用了越来越多的数据，因为网络变得越来越复杂，因为我们都期望网络表现得更好，所以层次结构越来越成为过去。</blockquote></p><p> SDNs give much more flexibility and control because you can adapt centrally. This means that the whole network becomes directly programmable, instead of all the separate parts individually. This saves a lot of time, of course, and makes sure that updates can be more easily deployed. It makes SDN somewhat similar to cloud computing.</p><p><blockquote>SDN提供了更多的灵活性和控制，因为您可以集中调整。这意味着整个网络可以直接编程，而不是单独编程所有独立的部分。当然，这节省了大量时间，并确保更新可以更容易地部署。这使得SDN有点类似于云计算。</blockquote></p><p> Cloudflare itself&nbsp;gives a great analogy between SDN and hierarchical networking:</p><p><blockquote>Cloudflare本身给出了SDN和分层网络之间的一个很好的类比：</blockquote></p><p>   Think of the difference between typing an essay on a typewriter and typing it in a word processing application: Any changes to the typewritten essay mean it has to be retyped, while a word processing document can be revised endlessly. Similarly, SDN technology lets admins reconfigure their networks from a computer, instead of continually plugging and unplugging cables and devices.  <b>Edge computing</b></p><p><blockquote>想想在打字机上打字和在文字处理应用程序中打字之间的区别：对打字的文章的任何更改都意味着它必须重新打字，而文字处理文档可以无休止地修改。同样，SDN技术允许管理员从计算机重新配置他们的网络，而不是不断地插拔电缆和设备。<b>边缘计算</b></blockquote></p><p></p><p> The difference between Cloudflare and the competition is in how it has constructed the architecture of its POPs (points of presence, the servers that are distributed around the world) and especially the networks in between those POPs. Cloudflare has a structure that makes the network between its POPs programmable too, so-called edge computing.</p><p><blockquote>Cloudflare与竞争对手的区别在于它如何构建其POP（接入点、分布在世界各地的服务器）的架构，尤其是这些POP之间的网络。Cloudflare有一个结构，使其POP之间的网络也是可编程的，即所谓的边缘计算。</blockquote></p><p> Edge computing is especially important for the Internet of Things or IoT. These devices generate a huge amount of data. Cloud computing as we know it works great but not for the IoT data flood. IoT devices are easily hackable for example, but there are also performance problems.</p><p><blockquote>边缘计算对于物联网或IoT尤为重要。这些设备产生大量数据。众所周知，云计算非常有效，但不适用于物联网数据洪流。例如，物联网设备很容易被黑客攻击，但也存在性能问题。</blockquote></p><p> Besides those problems, what do you do with the huge amount of data? One solution is to store it in huge data lakes and that's why there is so much excitement around a company like Snowflake (SNOW) for example. But edge computing is better for IoT solutions. It can handle and store the data on the device that generated it and let them interact:</p><p><blockquote>除了这些问题，你如何处理海量数据？一个解决方案是将其存储在巨大的数据湖中，这就是为什么像雪花（SNOW）这样的公司如此令人兴奋。但边缘计算更适合物联网解决方案。它可以处理和存储生成数据的设备上的数据，并让它们进行交互：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/125a664a9d2e846b78709093a829ffb9\" tg-width=\"1024\" tg-height=\"684\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Cloudflare may have fewer POPs but they are built from the ground up as SDN architectures and they are much more powerful, which gives it the flexibility and customizability to have really powerful edge computing.</p><p><blockquote>Cloudflare可能有更少的pop，但它们是作为SDN架构从头开始构建的，而且它们更加强大，这使其具有灵活性和可定制性，可以拥有真正强大的边缘计算。</blockquote></p><p> <b>Competition from the big boys</b></p><p><blockquote><b>来自大男孩的竞争</b></blockquote></p><p> For the legacy players, Akamai in the first place, but also Amazon, Google, and Microsoft's it's not simple to change their whole infrastructure. Akamai, with its 1,500 POPs and 300,000 servers now has a disadvantage because of that size. It's virtually impossible to start all over again. Akamai, Microsoft, Google and Amazon are all developing their own edge computing capabilities but because of their architectural disadvantages, their edge computing won't perform like that of Cloudflare. Because of Cloudflare's SDN structure, which is much more programmable and flexible, customers have much more control over the entire network, globally, instead of the individual POPs. That's a huge competitive advantage.</p><p><blockquote>对于传统玩家来说，首先是Akamai，还有亚马逊、谷歌和微软，改变他们的整个基础设施并不简单。Akamai拥有1,500个pop和300,000台服务器，由于规模的原因，它现在处于劣势。几乎不可能重新开始。Akamai、微软、谷歌和亚马逊都在开发自己的边缘计算能力，但由于他们的架构劣势，他们的边缘计算不会像Cloudflare那样表现。由于Cloudflare的SDN结构更具可编程性和灵活性，客户可以更好地控制全球范围内的整个网络，而不是单个POP。这是一个巨大的竞争优势。</blockquote></p><p> Cloudflare foresaw the SDN revolution in CDNs and that's why it has made its servers much more powerful and it needs much fewer POPs than the legacy players in this field. The POPs are much better interconnected too. Cloudflare's co-founder Lee Holloway,that tragic computer genius, has laid the foundations for Cloudflare's flexible architecture and that's why Cloudflare's network has the structure and capabilities it has now.</p><p><blockquote>Cloudflare预见到了CDN中的SDN革命，这就是为什么它使其服务器更加强大，并且比该领域的传统参与者需要更少的POP。POPs的相互连接也更好。Cloudflare的联合创始人Lee Holloway，那个悲剧的计算机天才，为Cloudflare的灵活架构奠定了基础，这就是为什么Cloudflare的网络拥有现在的结构和功能。</blockquote></p><p> Amazon's Jeff Bezos has been known to say: \"Your profit margin is my opportunity.\" It seems that Matthew Prince now thinks the same about Amazon's AWS and he's not afraid to show it, in this&nbsp;tweet&nbsp;for example:</p><p><blockquote>众所周知，亚马逊的杰夫·贝索斯说过：“你的利润率就是我的机会。”马修·普林斯 (Matthew Prince) 现在似乎对亚马逊的 AWS 也有同样的看法，并且他并不害怕展示这一点，例如在这条推文中：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9b2a749523fa2bc73eaea4a15efddc59\" tg-width=\"584\" tg-height=\"254\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>The moat and applications</b></p><p><blockquote><b>护城河及其应用</b></blockquote></p><p> By being a programmable network, Cloudflare can make the typical extra applications of a CDN network faster and especially smarter. I understand that this is vague and that's why I will give some applications that are a consequence of this.</p><p><blockquote>作为一个可编程网络，Cloudflare可以使CDN网络的典型额外应用程序更快，尤其是更智能。我知道这是模糊的，这就是为什么我会给出一些由此产生的应用。</blockquote></p><p> <ul>  <li>traffic routing: the network can automatically detect and avoid problem areas, outages, DDoS attacks, etc.</li>  <li>choosing the best distribution form automatically (cloud, on-prem, multi-cloud)</li>  <li>making smart routing decisions based on the content form (files, pictures, video, gaming), the location of the end-user, which device is used, etc.</li> </ul> These are just some examples. There are more and with 5G on the horizon, this will only accelerate. There are so many future-oriented solutions that need high-speed internet and big data handling. Again, a few examples.</p><p><blockquote><ul><li>流量路由：网络可以自动检测并避免问题区域、中断、DDoS攻击等。</li><li>自动选择最佳分发形式（云、内部部署、多云）</li><li>基于内容形式（文件、图片、视频、游戏）、最终用户的位置、使用的设备等做出智能路由决策。</li></ul>这些只是一些例子。还有更多，随着5G的出现，这只会加速。有这么多面向未来的解决方案需要高速互联网和大数据处理。再举几个例子。</blockquote></p><p> Autonomous vehicles need to decide in a fraction of a second to stop for an unforeseen maneuver from another car. Ideally, these cars can communicate with each other to avoid collisions but you don't want latency there. Traffic could be much more distributed too, in the way that data traffic is distributed, for example.</p><p><blockquote>自动驾驶汽车需要在几分之一秒内决定停下来，以便另一辆车进行不可预见的机动。理想情况下，这些汽车可以相互通信以避免碰撞，但您不希望出现延迟。例如，以数据流量的分布方式，流量也可以更加分散。</blockquote></p><p> The edge could also be crucial for health devices to have constant and fast internet. If someone is monitored for heart problems and his heart fails, every second can mean the difference between life and death. Or think of autonomous robot surgery possibilities. Faster really means better and the edge is faster (and cheaper).</p><p><blockquote>边缘对于健康设备拥有持续快速的互联网也至关重要。如果有人因心脏问题接受监测，而他的心脏衰竭，每一秒都可能意味着生与死的区别。或者想想自主机器人手术的可能性。更快真的意味着更好，edge更快（也更便宜）。</blockquote></p><p> But most of all, the edge will be used for IoT. I know from somebody who works at the computer department of Coca-Cola UK for example that all of their fridges are connected to the edge cloud. They can all be controlled centrally. If one doesn't work, if the temperature of all of them has to be adapted, if one uses more electricity, this can all be seen.</p><p><blockquote>但最重要的是，边缘将用于物联网。例如，我从可口可乐英国公司计算机部门的某个人那里得知，他们所有的冰箱都连接到了边缘云。它们都可以集中控制。如果一个不工作，如果它们的温度都必须适应，如果一个使用更多的电力，这些都可以看到。</blockquote></p><p></p><p> Cloudflare can easily shift strategies because of its lean and flexible underlying structure. Cloudflare opened up its network for 3rd party developers in June of 2017. This is how Matthew Prince, Cloudflare's CEO,announced&nbsp;it:</p><p><blockquote>由于其精益和灵活的底层结构，Cloudflare可以轻松改变策略。Cloudflare于2017年6月向第三方开发者开放了其网络。Cloudflare 首席执行官 Matthew Prince 是这样宣布的：</blockquote></p><p>   Prior to today, if you wanted to write code that took full advantage of Cloudflare's global network you needed to be a Cloudflare employee. Our team is able to run code on thousands of servers in hundreds of locations around the world and modify our customers' packets as they flow through our network in order to make their web site, application, or API faster and more secure. Today, we open that access to the rest of the world.  This led to edge computing. Cloudflare already rolled out Cloudflare Workers in 2017. This is what Matthew Prince, Cloudflare's CEO,wrote about Workers a year ago:</p><p><blockquote>在今天之前，如果您想编写充分利用Cloudflare全球网络的代码，您需要成为Cloudflare的员工。我们的团队能够在全球数百个地点的数千台服务器上运行代码，并在客户的数据包流经我们的网络时修改它们，以使他们的网站、应用程序或API更快、更安全。今天，我们向世界其他地区开放了这一通道。这导致了边缘计算。Cloudflare已经在2017年推出了Cloudflare工人。这是 Cloudflare 首席执行官 Matthew Prince 一年前对员工的评价：</blockquote></p><p>   We announced Cloudflare Workers nearly three years ago and it's been generally available for the last two years. Over that time, we've seen hundreds of thousands of developers write tens of millions of lines of code that now run across Cloudflare's network.    Just last quarter, 20,000 developers deployed for the first time a new application using Cloudflare Workers.  Fastly has launched Compute@Edge recently too, its edge computing platform. An edge cloud platform exists between the IoT devices and the servers<i>and</i>between the servers themselves.</p><p><blockquote>我们在近三年前宣布了Cloudflare Workers，它在过去两年中已经普遍可用。在这段时间里，我们已经看到成千上万的开发人员编写了数千万行代码，这些代码现在运行在Cloudflare的网络上。就在上个季度，20,000名开发人员首次使用Cloudflare Workers部署了新应用程序。Fastly最近也推出了其边缘计算平台Compute@Edge。物联网设备和服务器之间存在边缘云平台<i>和</i>服务器之间。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/97d4327fc2095f720864a949f6cc2fc7\" tg-width=\"1280\" tg-height=\"902\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> While speed was seen as the killer application at first, Matthew Prince has changed his mind from the reality that he sees. He calls it Matthew's Hierarchy of Developers' Needs:</p><p><blockquote>虽然速度起初被视为杀手级应用，但马修·普林斯已经从他所看到的现实中改变了主意。他评级了it Matthew开发者需求的层次：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5c78a80e43fafa20827c8876af1ef3de\" tg-width=\"640\" tg-height=\"362\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>The beginning of a new era in computing</b></p><p><blockquote><b>计算新时代的开始</b></blockquote></p><p> This is the beginning of a new era of computing and there are many ways in which this could develop. CDNs aren't just meant for fast distribution and security anymore but it becomes a completely programmable network on their own.</p><p><blockquote>这是计算新时代的开始，有许多方式可以发展。CDN不再仅仅是为了快速分发和安全，而是成为一个完全可编程的网络。</blockquote></p><p> Cloudflare clearly has the lead and the first-mover advantage and it is almost impossible for CDNs such as Akamai or Limelight Networks (LLNW) to overtake our Potential Multibaggers for years and years because of their hierarchical structure. Although Amazon and Akamai already have some edge computing capabilities, it won't have the powerful programming capabilities Cloudflare's edge computing because the edge servers are not directly connected to each other.</p><p><blockquote>Cloudflare显然具有领先和先发优势，由于其层级结构，Akamai或Limelight Networks（LLNW）等CDN几乎不可能在年复一年地超越我们潜在的多袋运营商。虽然亚马逊和Akamai已经拥有了一些边缘计算能力，但它不会拥有Cloudflare边缘计算强大的编程能力，因为边缘服务器彼此之间并没有直接连接。</blockquote></p><p> Edge computing could become, over time, as big as cloud computing now and it will probably take away a part of the market of AWS, Azure and others. Not that those will shrink. The explosion of data will make that most IoT data will never leave the edge. That will become more than half of all data. For requests, this will be even much more.</p><p><blockquote>随着时间的推移，边缘计算可能会变得和现在的云计算一样大，它可能会夺走AWS、Azure和其他公司的部分市场。并不是说这些会缩水。数据的爆炸式增长将使大多数物联网数据永远不会离开边缘。这将成为所有数据的一半以上。对于请求，这将更多。</blockquote></p><p> This transforms all that Cloudflare offers right now, including CDN, into an application, one of the many to come. And that's what is so exciting about this company. The market of edge computing is impossible to calculate as we can't even imagine what the applications will be. Cloudflare will continue to roll out new applications and its customers can build new applications too, just as they can on AWS, for example.</p><p><blockquote>这将Cloudflare目前提供的所有功能（包括CDN）转化为一个应用程序，这是未来众多应用程序之一。这就是这家公司令人兴奋的地方。边缘计算的市场是无法计算的，因为我们甚至无法想象应用会是什么。Cloudflare将继续推出新的应用程序，其客户也可以构建新的应用程序，就像他们在AWS上一样。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> In this article, I tried to explain the competitive advantage that Cloudflare has over the big players in this field. Of course, there is much more to know about the technological advancements in this space but I wanted to give you an overview of the industry and why Cloudflare has a competitive advantage.</p><p><blockquote>在这篇文章中，我试图解释Cloudflare相对于该领域大公司的竞争优势。当然，关于这一领域的技术进步还有很多需要了解的，但我想向您概述一下这个行业，以及为什么Cloudflare具有竞争优势。</blockquote></p><p> This opportunity is simply too big and companies like Amazon, Microsoft and Google will definitely play an important role in this market. But because of its architectural advantage, Cloudflare prevails when it comes to quality and speed. The optionality of its programmable network is much higher than that of other players.</p><p><blockquote>这个机会实在是太大了，像亚马逊、微软和谷歌这样的公司肯定会在这个市场发挥重要作用。但由于其架构优势，Cloudflare在质量和速度方面占据上风。其可编程网络的可选性远高于其他播放器。</blockquote></p><p> In the meantime, keep growing!</p><p><blockquote>同时，继续成长!</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4437429-cloudflares-moat-why-its-better-than-the-big-boys-net\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NET":"Cloudflare, Inc."},"source_url":"https://seekingalpha.com/article/4437429-cloudflares-moat-why-its-better-than-the-big-boys-net","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148587912","content_text":"Summary\n\nAfter my last article, I got a lot of questions about what Cloudflare's moat is. Can it fight off the giants in this space: Amazon, Microsoft, Akamai?\nCloudflare has a Software-Defined-Networking or SDN, which gives it a much more flexible and programmable network.\nWith the Internet of Things about to explode, a huge percentage of data will never leave the edge cloud.\n\nAnthony Harvey/Getty Images Entertainment\nIntroduction\nAlmost two months ago,I published an article about Cloudflare (NET), in which I argued that Cloudflare was worth its premium price. The stock is up about 30% since then but for me, as a long-term investor, the story hasn't changed, so that's not the reason why I write this article.\nAfter that article, I got a lot of questions about the moat of Cloudflare and a lot of people seem to think that Cloudflare can be crushed by the big players in this field. And of course, with giants like Amazon (AMZN), Google (GOOG) (GOOGL), Microsoft (MSFT) and Akamai (AKAM) in this industry, I understand the question.\nBut Cloudflare is much more than just a CDN network. After 25 years, CDN has become a commodity. Cloudflare has something special to protect it from the giants in this space, though. Of course, they will be there and they will take a certain percentage of the market, together probably a majority even, but that doesn't matter with such a huge market. After all, for the edge cloud, we are about where we were more than a decade ago for the core cloud (AWS, Azure...) and that means very early. The potential is huge.\nBefore we start, just a quick thought. I think that the term 'moat' has been overused in recent years. A moat is supposed to be impenetrable and there are only very few companies who have that. Mostly they are the biggest companies in our world. So, you could argue that the title should have been Cloudflare's competitive advantage. The reason why I still used the word moat is that most people use that term.\nCloudflare is developer-friendly\nThere are several CDN providers. Akamai is the big pure legacy player and 1,500 POPs (points-of-presence) and approximately 300,000 servers in 136 countries worldwide. If you know that Cloudflare has about 200 POPs, you could think that there is no way that it can fight Akamai.\nBut POPs and CDN in general are commodities, cutting-edge technology and that's where Cloudflare is in a league of its own.\nThe difference between Cloudflare and the rest of the CDNs is that Cloudflare is really developer-focused. I know, you hear that a lot, but I will try to explain what that means in the context of Cloudflare and CDNs. We have to become a bit technical but I will try to simplify without dumbing it down.\nSDN\nFirst, you have to understand what SDN means. It stands for software-defined networking and it is a way in which you can manage your network. SDN improves both the network performance as the monitoring.\nAn SDN architecture separates the network control from the hardware infrastructure. In that way, it's easier to control the whole network. This differs from the older network structure, which is hierarchical. This image shows the difference between the SDN and hierarchical structure.\n\nAs you can see, the forward layer (which handles the traffic) and the control layers are separated in an SDN structure.\nBecause there's so much more data being used in our society, because networks become more and more complex, and because we all expect networks to perform better, a hierarchical structure is becoming more and more something of the past.\nSDNs give much more flexibility and control because you can adapt centrally. This means that the whole network becomes directly programmable, instead of all the separate parts individually. This saves a lot of time, of course, and makes sure that updates can be more easily deployed. It makes SDN somewhat similar to cloud computing.\nCloudflare itself gives a great analogy between SDN and hierarchical networking:\n\n Think of the difference between typing an essay on a typewriter and typing it in a word processing application: Any changes to the typewritten essay mean it has to be retyped, while a word processing document can be revised endlessly. Similarly, SDN technology lets admins reconfigure their networks from a computer, instead of continually plugging and unplugging cables and devices.\n\nEdge computing\nThe difference between Cloudflare and the competition is in how it has constructed the architecture of its POPs (points of presence, the servers that are distributed around the world) and especially the networks in between those POPs. Cloudflare has a structure that makes the network between its POPs programmable too, so-called edge computing.\nEdge computing is especially important for the Internet of Things or IoT. These devices generate a huge amount of data. Cloud computing as we know it works great but not for the IoT data flood. IoT devices are easily hackable for example, but there are also performance problems.\nBesides those problems, what do you do with the huge amount of data? One solution is to store it in huge data lakes and that's why there is so much excitement around a company like Snowflake (SNOW) for example. But edge computing is better for IoT solutions. It can handle and store the data on the device that generated it and let them interact:\n\nCloudflare may have fewer POPs but they are built from the ground up as SDN architectures and they are much more powerful, which gives it the flexibility and customizability to have really powerful edge computing.\nCompetition from the big boys\nFor the legacy players, Akamai in the first place, but also Amazon, Google, and Microsoft's it's not simple to change their whole infrastructure. Akamai, with its 1,500 POPs and 300,000 servers now has a disadvantage because of that size. It's virtually impossible to start all over again. Akamai, Microsoft, Google and Amazon are all developing their own edge computing capabilities but because of their architectural disadvantages, their edge computing won't perform like that of Cloudflare. Because of Cloudflare's SDN structure, which is much more programmable and flexible, customers have much more control over the entire network, globally, instead of the individual POPs. That's a huge competitive advantage.\nCloudflare foresaw the SDN revolution in CDNs and that's why it has made its servers much more powerful and it needs much fewer POPs than the legacy players in this field. The POPs are much better interconnected too. Cloudflare's co-founder Lee Holloway,that tragic computer genius, has laid the foundations for Cloudflare's flexible architecture and that's why Cloudflare's network has the structure and capabilities it has now.\nAmazon's Jeff Bezos has been known to say: \"Your profit margin is my opportunity.\" It seems that Matthew Prince now thinks the same about Amazon's AWS and he's not afraid to show it, in this tweet for example:\n\nThe moat and applications\nBy being a programmable network, Cloudflare can make the typical extra applications of a CDN network faster and especially smarter. I understand that this is vague and that's why I will give some applications that are a consequence of this.\n\ntraffic routing: the network can automatically detect and avoid problem areas, outages, DDoS attacks, etc.\nchoosing the best distribution form automatically (cloud, on-prem, multi-cloud)\nmaking smart routing decisions based on the content form (files, pictures, video, gaming), the location of the end-user, which device is used, etc.\n\nThese are just some examples. There are more and with 5G on the horizon, this will only accelerate. There are so many future-oriented solutions that need high-speed internet and big data handling. Again, a few examples.\nAutonomous vehicles need to decide in a fraction of a second to stop for an unforeseen maneuver from another car. Ideally, these cars can communicate with each other to avoid collisions but you don't want latency there. Traffic could be much more distributed too, in the way that data traffic is distributed, for example.\nThe edge could also be crucial for health devices to have constant and fast internet. If someone is monitored for heart problems and his heart fails, every second can mean the difference between life and death. Or think of autonomous robot surgery possibilities. Faster really means better and the edge is faster (and cheaper).\nBut most of all, the edge will be used for IoT. I know from somebody who works at the computer department of Coca-Cola UK for example that all of their fridges are connected to the edge cloud. They can all be controlled centrally. If one doesn't work, if the temperature of all of them has to be adapted, if one uses more electricity, this can all be seen.\nCloudflare can easily shift strategies because of its lean and flexible underlying structure. Cloudflare opened up its network for 3rd party developers in June of 2017. This is how Matthew Prince, Cloudflare's CEO,announced it:\n\n Prior to today, if you wanted to write code that took full advantage of Cloudflare's global network you needed to be a Cloudflare employee. Our team is able to run code on thousands of servers in hundreds of locations around the world and modify our customers' packets as they flow through our network in order to make their web site, application, or API faster and more secure. Today, we open that access to the rest of the world.\n\nThis led to edge computing. Cloudflare already rolled out Cloudflare Workers in 2017. This is what Matthew Prince, Cloudflare's CEO,wrote about Workers a year ago:\n\n We announced Cloudflare Workers nearly three years ago and it's been generally available for the last two years. Over that time, we've seen hundreds of thousands of developers write tens of millions of lines of code that now run across Cloudflare's network.\n\n\n Just last quarter, 20,000 developers deployed for the first time a new application using Cloudflare Workers.\n\nFastly has launched Compute@Edge recently too, its edge computing platform. An edge cloud platform exists between the IoT devices and the serversandbetween the servers themselves.\n\nWhile speed was seen as the killer application at first, Matthew Prince has changed his mind from the reality that he sees. He calls it Matthew's Hierarchy of Developers' Needs:\n\nThe beginning of a new era in computing\nThis is the beginning of a new era of computing and there are many ways in which this could develop. CDNs aren't just meant for fast distribution and security anymore but it becomes a completely programmable network on their own.\nCloudflare clearly has the lead and the first-mover advantage and it is almost impossible for CDNs such as Akamai or Limelight Networks (LLNW) to overtake our Potential Multibaggers for years and years because of their hierarchical structure. Although Amazon and Akamai already have some edge computing capabilities, it won't have the powerful programming capabilities Cloudflare's edge computing because the edge servers are not directly connected to each other.\nEdge computing could become, over time, as big as cloud computing now and it will probably take away a part of the market of AWS, Azure and others. Not that those will shrink. The explosion of data will make that most IoT data will never leave the edge. That will become more than half of all data. For requests, this will be even much more.\nThis transforms all that Cloudflare offers right now, including CDN, into an application, one of the many to come. And that's what is so exciting about this company. The market of edge computing is impossible to calculate as we can't even imagine what the applications will be. Cloudflare will continue to roll out new applications and its customers can build new applications too, just as they can on AWS, for example.\nConclusion\nIn this article, I tried to explain the competitive advantage that Cloudflare has over the big players in this field. Of course, there is much more to know about the technological advancements in this space but I wanted to give you an overview of the industry and why Cloudflare has a competitive advantage.\nThis opportunity is simply too big and companies like Amazon, Microsoft and Google will definitely play an important role in this market. But because of its architectural advantage, Cloudflare prevails when it comes to quality and speed. The optionality of its programmable network is much higher than that of other players.\nIn the meantime, keep growing!","news_type":1,"symbols_score_info":{"NET":0.9}},"isVote":1,"tweetType":1,"viewCount":984,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151226180,"gmtCreate":1625095661740,"gmtModify":1633944955087,"author":{"id":"3583113201416266","authorId":"3583113201416266","name":"AliciaA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583113201416266","authorIdStr":"3583113201416266"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/151226180","repostId":"1178516480","repostType":4,"repost":{"id":"1178516480","kind":"news","pubTimestamp":1625094708,"share":"https://www.laohunote.com/m/news/1178516480?lang=zh_CN&edition=full","pubTime":"2021-07-01 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历史新高，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&amp;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，投资者在结束本月和本季度时基本上对积极的经济数据不屑一顾，转而关注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，各指数表现低迷，区间震荡，蓝筹股道琼斯指数上涨，而纳斯达克指数则小幅走低。</blockquote></p><p> All three indexes posted their fifth consecutive quarterly gains, with the S&amp;P rising 8.2%, the Nasdaq advancing 9.5% and the Dow rising 4.6%. The S&amp;P 500 registered its second-best first-half performance since 1998, rising 14.5%.</p><p><blockquote>这三个指数均连续第五个季度上涨，其中标准普尔指数上涨 8.2%，纳斯达克指数上涨 9.5%，道琼斯指数上涨 4.6%。标普500上半年表现创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&amp;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>“康涅狄格州费尔菲尔德 Dakota Wealth 高级投资组合经理罗伯特-帕夫利克（Robert Pavlik）说：”这是一个不错的季度。“截至昨晚收盘，标准普尔指数今年迄今已上涨超过 14%，超过道琼斯指数和纳斯达克指数。这表明股市正在全面反弹。”</blockquote></p><p> For the month, the bellwether S&amp;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指数连续第五次上涨，而道琼斯指数则结束了四个月的连涨，收盘小幅走低。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>“帕夫利克补充说：”今年迄今为止的领先行业是你所期望的。“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>“帕夫利克补充说：”在人们开始接受（美联储主席杰罗姆）鲍威尔关注短暂通胀的言论后，（投资者）开始转向成长型（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>“一些重新开放的行业已经有点长了，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>（图表：6 月份成长型股票跑赢价值，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>“纽约因弗内斯律师事务所首席投资策略师蒂姆-格里斯基（Tim Ghriskey）说：”整体股市继续上涨，在相当长一段时间内涨幅非常稳定。“虽然按历史标准来看，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>根据薪资处理商 ADP 的数据，6 月份私营部门新增就业岗位 692,000 个，轻松超出预期。经济学家在劳工部将于周五发布的更全面的就业报告中补充说，这一数字比私人就业人数高出 9.2 万人。</blockquote></p><p> The Dow Jones Industrial Average rose 210.22 points, or 0.61%, to 34,502.51, the S&amp;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，或 0.61%，至 34,502.51 点；标普500指数上涨 5.7 点，或 0.13%，至 4,297.5 点；纳斯达克综合指数下跌 24.38 点，或 0.17%，至 14,503.95 点。</blockquote></p><p> Among the 11 major sectors in the S&amp;P, six ended the session higher, with energy enjoying the biggest percentage gain. Real estate was the day’s biggest loser.</p><p><blockquote>在标准普尔的 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>在德国国防部宣布将购买该飞机制造商的五架 P-8A 海上管制飞机后，波音公司股价上涨了 1.6%。</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>美光科技在发布季度财报前上涨了 2.5%，但在芯片制造商公布季度财报后的盘后交易中股价相对持平。</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发行量超过下跌发行量，比例为 1.35 比 1；在纳斯达克，1.19 比 1 的比率有利于下跌者。</blockquote></p><p> The S&amp;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，没有新低；纳斯达克综合指数创下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>美国交易所的成交量为 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历史新高，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历史新高，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&amp;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，投资者在结束本月和本季度时基本上对积极的经济数据不屑一顾，转而关注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，各指数表现低迷，区间震荡，蓝筹股道琼斯指数上涨，而纳斯达克指数则小幅走低。</blockquote></p><p> All three indexes posted their fifth consecutive quarterly gains, with the S&amp;P rising 8.2%, the Nasdaq advancing 9.5% and the Dow rising 4.6%. The S&amp;P 500 registered its second-best first-half performance since 1998, rising 14.5%.</p><p><blockquote>这三个指数均连续第五个季度上涨，其中标准普尔指数上涨 8.2%，纳斯达克指数上涨 9.5%，道琼斯指数上涨 4.6%。标普500上半年表现创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&amp;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>“康涅狄格州费尔菲尔德 Dakota Wealth 高级投资组合经理罗伯特-帕夫利克（Robert Pavlik）说：”这是一个不错的季度。“截至昨晚收盘，标准普尔指数今年迄今已上涨超过 14%，超过道琼斯指数和纳斯达克指数。这表明股市正在全面反弹。”</blockquote></p><p> For the month, the bellwether S&amp;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指数连续第五次上涨，而道琼斯指数则结束了四个月的连涨，收盘小幅走低。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>“帕夫利克补充说：”今年迄今为止的领先行业是你所期望的。“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>“帕夫利克补充说：”在人们开始接受（美联储主席杰罗姆）鲍威尔关注短暂通胀的言论后，（投资者）开始转向成长型（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>“一些重新开放的行业已经有点长了，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>（图表：6 月份成长型股票跑赢价值，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>“纽约因弗内斯律师事务所首席投资策略师蒂姆-格里斯基（Tim Ghriskey）说：”整体股市继续上涨，在相当长一段时间内涨幅非常稳定。“虽然按历史标准来看，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>根据薪资处理商 ADP 的数据，6 月份私营部门新增就业岗位 692,000 个，轻松超出预期。经济学家在劳工部将于周五发布的更全面的就业报告中补充说，这一数字比私人就业人数高出 9.2 万人。</blockquote></p><p> The Dow Jones Industrial Average rose 210.22 points, or 0.61%, to 34,502.51, the S&amp;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，或 0.61%，至 34,502.51 点；标普500指数上涨 5.7 点，或 0.13%，至 4,297.5 点；纳斯达克综合指数下跌 24.38 点，或 0.17%，至 14,503.95 点。</blockquote></p><p> Among the 11 major sectors in the S&amp;P, six ended the session higher, with energy enjoying the biggest percentage gain. Real estate was the day’s biggest loser.</p><p><blockquote>在标准普尔的 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>在德国国防部宣布将购买该飞机制造商的五架 P-8A 海上管制飞机后，波音公司股价上涨了 1.6%。</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>美光科技在发布季度财报前上涨了 2.5%，但在芯片制造商公布季度财报后的盘后交易中股价相对持平。</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发行量超过下跌发行量，比例为 1.35 比 1；在纳斯达克，1.19 比 1 的比率有利于下跌者。</blockquote></p><p> The S&amp;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，没有新低；纳斯达克综合指数创下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>美国交易所的成交量为 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,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151956459,"gmtCreate":1625062317471,"gmtModify":1633945297203,"author":{"id":"3583113201416266","authorId":"3583113201416266","name":"AliciaA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583113201416266","authorIdStr":"3583113201416266"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/151956459","repostId":"1142236873","repostType":4,"repost":{"id":"1142236873","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1625058842,"share":"https://www.laohunote.com/m/news/1142236873?lang=zh_CN&edition=full","pubTime":"2021-06-30 21:14","market":"us","language":"en","title":"Is Now The Time To Buy Stock In Plug Power, Micron Or Roblox?<blockquote>现在是购买普拉格能源、美光或 Roblox 股票的时候了吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1142236873","media":"Benzinga Earnings","summary":"One of the most common questions traders have about stocks is “Why Is It Moving?”\nThat’s why Benzing","content":"<p>One of the most common questions traders have about stocks is “Why Is It Moving?”</p><p><blockquote>交易者对股票最常见的问题之一是 “为什么它会波动？”</blockquote></p><p> That’s why Benzinga created the Why Is It Moving, or WIIM, feature in&nbsp;Benzinga Pro. WIIMs are a one-sentence description as to why that stock is moving.</p><p><blockquote>这就是 Benzinga 在 Benzinga Pro 中创建 Why Is It Moving（WIIM）功能的原因。WIIMs 是对该股票为何波动的一句话描述。</blockquote></p><p> Analysts and brokerage firms often use ratings when they issue stock recommendations to stock traders.</p><p><blockquote>分析师和经纪公司在向股票交易者发布股票建议时经常使用评级。</blockquote></p><p> Analysts arrive at stock ratings by researching public financial statements, communicating with executives and customers&nbsp;and following industry trends.</p><p><blockquote>分析师通过研究公开财务报表、与高管和客户沟通以及跟踪行业趋势来得出股票评级。</blockquote></p><p> RBC Capital initiated&nbsp;coverage on&nbsp;<b>Plug Power Inc</b>(NASDAQ:PLUG)&nbsp;with an Outperform rating and announced&nbsp;a price target of&nbsp;$42.</p><p><blockquote>加拿大皇家银行资本发起报道<b>普拉格能源公司</b>（纳斯达克股票代码：PLUG）给予跑赢大盘评级，并宣布目标价为 42 美元。</blockquote></p><p> Plug Power is trading higher by 2% at $34.75 Wednesday morning.</p><p><blockquote>周三上午，普拉格能源股价上涨 2%，至 34.75 美元。</blockquote></p><p> BMO Capital analyst Ambrish Srivastava upgraded&nbsp;<b>Micron Technology, Inc.</b>(NASDAQ:MU)&nbsp;from Market Perform to Outperform and raised&nbsp;the price target from&nbsp;$90&nbsp;to&nbsp;$110.</p><p><blockquote>BMO 资本分析师 Ambrish Srivastava 升级<b>美光科技公司。</b>（纳斯达克股票代码：MU）从大盘表现上调至跑赢大盘，并将目标价从 90 美元上调至 110 美元。</blockquote></p><p> Micron is trading higher by 1.5% at $84.15.</p><p><blockquote>美光科技股价上涨 1.5%，至 84.15 美元。</blockquote></p><p> Citic Securities initiated&nbsp;coverage on&nbsp;<b>Roblox Corp</b>(NYSE:RBLX)&nbsp;with an Overweight rating and announced&nbsp;a price target of&nbsp;$96.</p><p><blockquote>中信证券发起覆盖<b>Roblox公司</b>（纽约证券交易所股票代码：RBLX）给予跑赢大盘评级，并宣布目标价为 96 美元。</blockquote></p><p> Roblox is trading lower by 0.7% at $92.</p><p><blockquote>Roblox 股价下跌 0.7%，至 92 美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Now The Time To Buy Stock In Plug Power, Micron Or Roblox?<blockquote>现在是购买普拉格能源、美光或 Roblox 股票的时候了吗？</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; 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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\">\nIs Now The Time To Buy Stock In Plug Power, Micron Or Roblox?<blockquote>现在是购买普拉格能源、美光或 Roblox 股票的时候了吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time smaller\">2021-06-30 21:14</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>One of the most common questions traders have about stocks is “Why Is It Moving?”</p><p><blockquote>交易者对股票最常见的问题之一是 “为什么它会波动？”</blockquote></p><p> That’s why Benzinga created the Why Is It Moving, or WIIM, feature in&nbsp;Benzinga Pro. WIIMs are a one-sentence description as to why that stock is moving.</p><p><blockquote>这就是 Benzinga 在 Benzinga Pro 中创建 Why Is It Moving（WIIM）功能的原因。WIIMs 是对该股票为何波动的一句话描述。</blockquote></p><p> Analysts and brokerage firms often use ratings when they issue stock recommendations to stock traders.</p><p><blockquote>分析师和经纪公司在向股票交易者发布股票建议时经常使用评级。</blockquote></p><p> Analysts arrive at stock ratings by researching public financial statements, communicating with executives and customers&nbsp;and following industry trends.</p><p><blockquote>分析师通过研究公开财务报表、与高管和客户沟通以及跟踪行业趋势来得出股票评级。</blockquote></p><p> RBC Capital initiated&nbsp;coverage on&nbsp;<b>Plug Power Inc</b>(NASDAQ:PLUG)&nbsp;with an Outperform rating and announced&nbsp;a price target of&nbsp;$42.</p><p><blockquote>加拿大皇家银行资本发起报道<b>普拉格能源公司</b>（纳斯达克股票代码：PLUG）给予跑赢大盘评级，并宣布目标价为 42 美元。</blockquote></p><p> Plug Power is trading higher by 2% at $34.75 Wednesday morning.</p><p><blockquote>周三上午，普拉格能源股价上涨 2%，至 34.75 美元。</blockquote></p><p> BMO Capital analyst Ambrish Srivastava upgraded&nbsp;<b>Micron Technology, Inc.</b>(NASDAQ:MU)&nbsp;from Market Perform to Outperform and raised&nbsp;the price target from&nbsp;$90&nbsp;to&nbsp;$110.</p><p><blockquote>BMO 资本分析师 Ambrish Srivastava 升级<b>美光科技公司。</b>（纳斯达克股票代码：MU）从大盘表现上调至跑赢大盘，并将目标价从 90 美元上调至 110 美元。</blockquote></p><p> Micron is trading higher by 1.5% at $84.15.</p><p><blockquote>美光科技股价上涨 1.5%，至 84.15 美元。</blockquote></p><p> Citic Securities initiated&nbsp;coverage on&nbsp;<b>Roblox Corp</b>(NYSE:RBLX)&nbsp;with an Overweight rating and announced&nbsp;a price target of&nbsp;$96.</p><p><blockquote>中信证券发起覆盖<b>Roblox公司</b>（纽约证券交易所股票代码：RBLX）给予跑赢大盘评级，并宣布目标价为 96 美元。</blockquote></p><p> Roblox is trading lower by 0.7% at $92.</p><p><blockquote>Roblox 股价下跌 0.7%，至 92 美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLUG":"普拉格能源","MU":"美光科技","RBLX":"Roblox Corporation"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142236873","content_text":"One of the most common questions traders have about stocks is “Why Is It Moving?”\nThat’s why Benzinga created the Why Is It Moving, or WIIM, feature in Benzinga Pro. WIIMs are a one-sentence description as to why that stock is moving.\nAnalysts and brokerage firms often use ratings when they issue stock recommendations to stock traders.\nAnalysts arrive at stock ratings by researching public financial statements, communicating with executives and customers and following industry trends.\nRBC Capital initiated coverage on Plug Power Inc(NASDAQ:PLUG) with an Outperform rating and announced a price target of $42.\nPlug Power is trading higher by 2% at $34.75 Wednesday morning.\nBMO Capital analyst Ambrish Srivastava upgraded Micron Technology, Inc.(NASDAQ:MU) from Market Perform to Outperform and raised the price target from $90 to $110.\nMicron is trading higher by 1.5% at $84.15.\nCitic Securities initiated coverage on Roblox Corp(NYSE:RBLX) with an Overweight rating and announced a price target of $96.\nRoblox is trading lower by 0.7% at $92.","news_type":1,"symbols_score_info":{"PLUG":0.9,"RBLX":0.9,"MU":0.9}},"isVote":1,"tweetType":1,"viewCount":1106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151958776,"gmtCreate":1625062292395,"gmtModify":1633945298067,"author":{"id":"3583113201416266","authorId":"3583113201416266","name":"AliciaA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583113201416266","authorIdStr":"3583113201416266"},"themes":[],"title":"","htmlText":"Comment and like plz...","listText":"Comment and like plz...","text":"Comment and like plz...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/151958776","repostId":"1155997499","repostType":4,"isVote":1,"tweetType":1,"viewCount":603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":899948633,"gmtCreate":1628154843422,"gmtModify":1633753099842,"author":{"id":"3583113201416266","authorId":"3583113201416266","name":"AliciaA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583113201416266","authorIdStr":"3583113201416266"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/899948633","repostId":"2157433887","repostType":4,"repost":{"id":"2157433887","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1628154522,"share":"https://www.laohunote.com/m/news/2157433887?lang=zh_CN&edition=full","pubTime":"2021-08-05 17:08","market":"hk","language":"en","title":"5 Stocks To Watch For August 5, 2021<blockquote>2021 年 8 月 5 日值得关注的 5 只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2157433887","media":"Benzinga Earnings","summary":"Some of the stocks that may grab investor focus today are:\n\tWall Street expects  Kellogg Company (NYSE: K) to report quarterly earnings at $1.02 per share on revenue of $3.41 billion before the opening bell. Kellogg shares fell 0.1% to $61.96 in after-hours trading.\n","content":"<p>Some of the stocks that may grab investor focus today are:</p><p><blockquote>今天可能吸引投资者关注的一些股票是：</blockquote></p><p> <ul>  <li>Wall Street expects <b> Kellogg Company</b> (NYSE:K) to report quarterly earnings at $1.02 per share on revenue of $3.41 billion before the opening bell. Kellogg shares fell 0.1% to $61.96 in after-hours trading.</li>  <li><b>Uber Technologies Inc</b> (NYSE:UBER) reported a wider loss for its second quarter, while sales exceeded expectations. The company posted an adjusted loss before interest, taxes, depreciation and amortization of $509 million, wider by around $150 million compared to the first quarter. Uber shares fell&nbsp;4% to $40.13 in the pre-market trading session.</li>  <li>Analysts expect <b> Cardinal Health Inc</b> (NYSE:CAH) to post quarterly earnings at $1.20 per share on revenue of $40.43 billion before the opening bell. Cardinal Health shares fell 1.1% to close at $58.98 on Wednesday.</li> </ul> <ul>  <li><b><a href=\"https://laohu8.com/S/BKNG\">Booking Holdings</a> Inc</b> (NASDAQ:BKNG) reported a wider-than-expected loss for its second quarter, while sales surpassed estimates. Booking shares gained 3.1% to $2,150.22 in the after-hours trading session.</li>  <li>Analysts are expecting <b> <a href=\"https://laohu8.com/S/VIACP\">ViacomCBS Inc.</a> </b> (NASDAQ:VIAC) to have earned $0.96 per share on revenue of $6.48 billion for the latest quarter. The company will release earnings after the closing bell. ViacomCBS shares fell 0.7% to $38.52 in after-hours trading.</li> </ul></p><p><blockquote><ul><li>华尔街预期<b>凯洛格公司</b>（纽约证券交易所股票代码：K）将公布季度收益，每股 1.02 美元，开盘前营收为 34.1 亿美元。家乐氏股价在盘后交易中下跌 0.1%，至 61.96 美元。</li><li><b>优步科技公司</b>（纽约证券交易所股票代码：UBER）公布第二季度亏损扩大，但销售额超出预期。该公司公布的调整后息税折旧摊销前亏损为 5.09 亿美元，比第一季度扩大约 1.5 亿美元。Uber 股价在盘前交易时段下跌 4%，至 40.13 美元。</li><li>分析师预计<b>卡迪纳尔健康公司</b>（纽约证券交易所股票代码：CAH）公布季度收益为每股 1.20 美元，开盘前营收为 404.3 亿美元。Cardinal Health 股价周三下跌 1.1%，收于 58.98 美元。</li></ul><ul><li><b><a href=\"https://laohu8.com/S/BKNG\">预订持有量</a>公司</b>（纳斯达克股票代码：BKNG）公布第二季度亏损超出预期，而销售额超出预期。Booking 股价在盘后交易时段上涨 3.1%，至 2,150.22 美元。</li><li>分析师预计<b><a href=\"https://laohu8.com/S/VIACP\">维亚康姆哥伦比亚广播公司。</a></b>（纳斯达克股票代码：VIAC）最新季度营收为 64.8 亿美元，每股收益为 0.96 美元。该公司将在收盘后发布财报。维亚康姆哥伦比亚广播公司股价在盘后交易中下跌 0.7%，至 38.52 美元。</li></ul></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>5 Stocks To Watch For August 5, 2021<blockquote>2021 年 8 月 5 日值得关注的 5 只股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Stocks To Watch For August 5, 2021<blockquote>2021 年 8 月 5 日值得关注的 5 只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time smaller\">2021-08-05 17:08</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Some of the stocks that may grab investor focus today are:</p><p><blockquote>今天可能吸引投资者关注的一些股票是：</blockquote></p><p> <ul>  <li>Wall Street expects <b> Kellogg Company</b> (NYSE:K) to report quarterly earnings at $1.02 per share on revenue of $3.41 billion before the opening bell. Kellogg shares fell 0.1% to $61.96 in after-hours trading.</li>  <li><b>Uber Technologies Inc</b> (NYSE:UBER) reported a wider loss for its second quarter, while sales exceeded expectations. The company posted an adjusted loss before interest, taxes, depreciation and amortization of $509 million, wider by around $150 million compared to the first quarter. Uber shares fell&nbsp;4% to $40.13 in the pre-market trading session.</li>  <li>Analysts expect <b> Cardinal Health Inc</b> (NYSE:CAH) to post quarterly earnings at $1.20 per share on revenue of $40.43 billion before the opening bell. Cardinal Health shares fell 1.1% to close at $58.98 on Wednesday.</li> </ul> <ul>  <li><b><a href=\"https://laohu8.com/S/BKNG\">Booking Holdings</a> Inc</b> (NASDAQ:BKNG) reported a wider-than-expected loss for its second quarter, while sales surpassed estimates. Booking shares gained 3.1% to $2,150.22 in the after-hours trading session.</li>  <li>Analysts are expecting <b> <a href=\"https://laohu8.com/S/VIACP\">ViacomCBS Inc.</a> </b> (NASDAQ:VIAC) to have earned $0.96 per share on revenue of $6.48 billion for the latest quarter. The company will release earnings after the closing bell. ViacomCBS shares fell 0.7% to $38.52 in after-hours trading.</li> </ul></p><p><blockquote><ul><li>华尔街预期<b>凯洛格公司</b>（纽约证券交易所股票代码：K）将公布季度收益，每股 1.02 美元，开盘前营收为 34.1 亿美元。家乐氏股价在盘后交易中下跌 0.1%，至 61.96 美元。</li><li><b>优步科技公司</b>（纽约证券交易所股票代码：UBER）公布第二季度亏损扩大，但销售额超出预期。该公司公布的调整后息税折旧摊销前亏损为 5.09 亿美元，比第一季度扩大约 1.5 亿美元。Uber 股价在盘前交易时段下跌 4%，至 40.13 美元。</li><li>分析师预计<b>卡迪纳尔健康公司</b>（纽约证券交易所股票代码：CAH）公布季度收益为每股 1.20 美元，开盘前营收为 404.3 亿美元。Cardinal Health 股价周三下跌 1.1%，收于 58.98 美元。</li></ul><ul><li><b><a href=\"https://laohu8.com/S/BKNG\">预订持有量</a>公司</b>（纳斯达克股票代码：BKNG）公布第二季度亏损超出预期，而销售额超出预期。Booking 股价在盘后交易时段上涨 3.1%，至 2,150.22 美元。</li><li>分析师预计<b><a href=\"https://laohu8.com/S/VIACP\">维亚康姆哥伦比亚广播公司。</a></b>（纳斯达克股票代码：VIAC）最新季度营收为 64.8 亿美元，每股收益为 0.96 美元。该公司将在收盘后发布财报。维亚康姆哥伦比亚广播公司股价在盘后交易中下跌 0.7%，至 38.52 美元。</li></ul></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UBER":"优步","QNETCN":"纳斯达克中美互联网老虎指数","CAH":"卡地纳健康","BKNG":"Booking Holdings"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2157433887","content_text":"Some of the stocks that may grab investor focus today are:\n\nWall Street expects  Kellogg Company (NYSE:K) to report quarterly earnings at $1.02 per share on revenue of $3.41 billion before the opening bell. Kellogg shares fell 0.1% to $61.96 in after-hours trading.\nUber Technologies Inc (NYSE:UBER) reported a wider loss for its second quarter, while sales exceeded expectations. The company posted an adjusted loss before interest, taxes, depreciation and amortization of $509 million, wider by around $150 million compared to the first quarter. Uber shares fell 4% to $40.13 in the pre-market trading session.\nAnalysts expect  Cardinal Health Inc (NYSE:CAH) to post quarterly earnings at $1.20 per share on revenue of $40.43 billion before the opening bell. Cardinal Health shares fell 1.1% to close at $58.98 on Wednesday.\n\n\nBooking Holdings Inc (NASDAQ:BKNG) reported a wider-than-expected loss for its second quarter, while sales surpassed estimates. Booking shares gained 3.1% to $2,150.22 in the after-hours trading session.\nAnalysts are expecting  ViacomCBS Inc.  (NASDAQ:VIAC) to have earned $0.96 per share on revenue of $6.48 billion for the latest quarter. The company will release earnings after the closing bell. ViacomCBS shares fell 0.7% to $38.52 in after-hours trading.","news_type":1,"symbols_score_info":{"BKNG":0.9,"VIAC":0.9,"UBER":0.9,"QNETCN":0.9,"K":0.9,"CAH":0.9}},"isVote":1,"tweetType":1,"viewCount":2943,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807522792,"gmtCreate":1628044742216,"gmtModify":1633754082644,"author":{"id":"3583113201416266","authorId":"3583113201416266","name":"AliciaA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583113201416266","authorIdStr":"3583113201416266"},"themes":[],"title":"","htmlText":"Like and comment pls","listText":"Like and comment pls","text":"Like and comment 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and comment plz","listText":"Like and comment plz","text":"Like and comment plz","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/171543529","repostId":"2152666568","repostType":4,"isVote":1,"tweetType":1,"viewCount":3725,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170902995,"gmtCreate":1626398213917,"gmtModify":1633927136395,"author":{"id":"3583113201416266","authorId":"3583113201416266","name":"AliciaA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583113201416266","authorIdStr":"3583113201416266"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/170902995","repostId":"1100721065","repostType":4,"isVote":1,"tweetType":1,"viewCount":732,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152314980,"gmtCreate":1625270263740,"gmtModify":1633941984069,"author":{"id":"3583113201416266","authorId":"3583113201416266","name":"AliciaA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583113201416266","authorIdStr":"3583113201416266"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/152314980","repostId":"1120590567","repostType":4,"repost":{"id":"1120590567","kind":"news","pubTimestamp":1625238577,"share":"https://www.laohunote.com/m/news/1120590567?lang=zh_CN&edition=full","pubTime":"2021-07-02 23:09","market":"us","language":"en","title":"NIO May Grow Even Faster Than Expected<blockquote>蔚来增长速度可能比预期还要快</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1120590567","media":"seekingalpha","summary":"Summary\n\nNIO’s June deliveries grew at an impressive rate.\nThe Chinese EV maker returned to triple-d","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>NIO’s June deliveries grew at an impressive rate.</li>  <li>The Chinese EV maker returned to triple-digit delivery growth last month, helped by strong Y/Y growth in NIO’s flagship model ES6.</li>  <li>NIO is set to overcome production setbacks and ramp up production in the second half of 2021.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/03ca537373e278344c3447309dd586ea\" tg-width=\"768\" tg-height=\"443\"><span>peterschreiber.media/iStock via Getty Images</span></p><p><blockquote><ul><li>蔚来 6 月份的交付量增长速度令人印象深刻。</li><li>在蔚来旗舰车型 ES6 同比强劲增长的帮助下，这家中国电动汽车制造商上个月的交付量恢复了三位数增长。</li><li>蔚来将在2021年下半年克服生产挫折并提高产量。</li></ul><p class=\"t-img-caption\"><span>peterschreiber.media/iStock 来自盖蒂图片社</span></p></blockquote></p><p> Chinese electric vehicle maker NIO (NIO) is rebounding fast from the pandemic-driven chip supply shortage and the proof is in surging EV deliveries. Impressive delivery rates for the month of June show that the market may underestimate NIO's growth potential.</p><p><blockquote>中国电动汽车制造商蔚来（蔚来）正在从大流行导致的芯片供应短缺中迅速反弹，电动汽车交付量激增就是最好的证明。6 月份令人印象深刻的交付率表明市场可能低估了蔚来汽车的增长潜力。</blockquote></p><p> <b>Shipping volumes are accelerating</b></p><p><blockquote><b>发货量正在加速</b></blockquote></p><p> NIO guided for lower production volumes in the second quarter due to the global chip and battery supply shortage. The shortage was set to&nbsp;reduce NIO's factory output&nbsp;from 10,000 vehicles to 7,500 vehicles a month.</p><p><blockquote>由于全球芯片和电池供应短缺，蔚来预计第二季度产量将下降。此次短缺将使蔚来汽车的工厂产量从每月 10,000 辆减少到 7,500 辆。</blockquote></p><p> The global semiconductor supply shortage has its roots in the COVID-19 pandemic. As more people started to work from home, a sharp increase in demand for semiconductors from the consumer electronics industry coincided with a faster than anticipated rebound in chip demand from the auto industry, leading to a global shortage in semiconductors that is throttling auto production from the US to China. NIO's guidance for lower factory output has lowered delivery expectations but a return to triple-digit growth rates may now push NIO's stock higher again.</p><p><blockquote>全球半导体供应短缺源于新冠肺炎疫情。随着越来越多的人开始在家工作，消费电子行业对半导体需求的急剧增加，恰逢汽车行业芯片需求的反弹速度快于预期，导致全球半导体短缺，从而抑制了从美国到中国的汽车产量。蔚来汽车对工厂产量下降的指导降低了交付预期，但恢复三位数增长率现在可能会再次推高蔚来汽车的股价。</blockquote></p><p> While the temporary production drop was a setback for NIO, it seems that the electric vehicle maker is ready to bounce back.NIO's June deliveries&nbsp;were nothing short of impressive and the market may underestimate NIO's ability to grow EV deliveries at triple digits this year. The Chinese EV maker delivered a total 8,083 vehicles in June, bringing the Q2'21 total to 21,896 EVs consisting of all models… NIO's 5-seater electric SUV ES6, the 5-seater electric coupe SUV EC6 and the 6-seater or 7-seater electric SUV ES8. NIO's monthly and quarterly delivery totals hit records in the second quarter and the EV maker is set to reach new records for the rest of the year. Total June deliveries saw 116% growth Y/Y with the largest growth coming from the ES6 model. The ES6 category saw 52% growth Y/Y. Total deliveries for Q2'21 were 21,896, most of which were ES6s, showing growth of 112% Y/Y… and that's despite production problems in the second quarter. Comparable figures for the EC6 are not available since deliveries for this model only began after the second quarter last year. What stands out from NIO's June delivery report is that shipping growth is speeding up compared to the previous month, which may be seen as a sign that NIO's delivery capabilities are undervalued. In May, NIO delivered 6,711 vehicles which is equivalent to a Y/Y growth rate of 95%. Strong delivery numbers for the month of June may be a cue that NIO's production problems are easing and that NIO is ready to return to full production capacity.</p><p><blockquote>虽然产量暂时下降对蔚来来说是一个挫折，但这家电动汽车制造商似乎已经准备好反弹。蔚来汽车 6 月份的交付量令人印象深刻，市场可能低估了蔚来汽车今年电动汽车交付量增长三位数的能力。这家中国电动汽车制造商在 6 月份共交付了 8,083 辆汽车，使 21 年第二季度的电动汽车总数达到 21,896 辆，包括所有车型……蔚来的 5 座电动 SUV ES6、5 座电动轿跑车 SUV EC6 和 6 座或 7 座电动 SUV ES8。蔚来汽车第二季度的月度和季度交付总量创下历史新高，这家电动汽车制造商将在今年剩余时间内创下新纪录。6 月份总交付量同比增长 116%，其中 ES6 车型增幅最大。ES6 类别同比增长 52%。21 年第二季度的总交付量为 21,896 辆，其中大部分是 ES6，同比增长 112%……尽管第二季度出现了生产问题。由于该车型在去年第二季度之后才开始交付，因此没有 EC6 的可比数据。蔚来6月份交付报告中最引人注目的是，与上个月相比，出货量增长正在加速，这可能被视为蔚来交付能力被低估的迹象。5月份，蔚来交付了6,711辆汽车，同比增长率高达95%。6 月份强劲的交付数据可能表明蔚来的生产问题正在缓解，蔚来已准备好恢复满负荷产能。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6af76b71f8259337d534fb29b1a6a8c4\" tg-width=\"673\" tg-height=\"129\"><span>(Source: Author)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：作者）</span></p></blockquote></p><p> NIO has an annual production capacity of 150,000 vehicles which the EV maker is not fully utilizing due to the semiconductor shortage. As soon as the chip shortage eases, which can be expected to be the case in the second half of the year, we should see a steady ramp up in NIO's factory output and deliveries. The speed of the ramp up will depend less on demand but rather on the severity of the supply shortage. The semiconductor shortage is a primary risk factor that will impact NIO's delivery success in the remaining two quarters.</p><p><blockquote>蔚来的年产能为 15 万辆汽车，但由于半导体短缺，这家电动汽车制造商并未充分利用这一产能。一旦芯片短缺问题得到缓解（预计下半年将会出现这种情况），我们应该会看到蔚来的工厂产量和交付量稳步增长。增长的速度将较少取决于需求，而是取决于供应短缺的严重程度。半导体短缺是影响蔚来汽车剩余两个季度交付成功的主要风险因素。</blockquote></p><p> The market for electric vehicles is very resilient in China and demand for zero-emission passenger vehicles is not going away due to delays in production, which may be a sort of luxury problem for Chinese EV makers. NIO's EV sales in China have surged this year, but the second half of the year may see even faster growth as the industry works through the supply problem.</p><p><blockquote>中国电动汽车市场非常有弹性，对零排放乘用车的需求不会因生产延迟而消失，这对中国电动汽车制造商来说可能是一种奢侈品问题。蔚来汽车今年在中国的电动汽车销量激增，但随着行业解决供应问题，下半年可能会出现更快的增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7579fc2abe7ca63887e68a9256b54cb3\" tg-width=\"921\" tg-height=\"438\"><span>(Source:InsideEVs)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：InsideEVs）</span></p></blockquote></p><p> XPeng (XPEV), another Chinese electric vehicle maker,delivered&nbsp;6,565 Smart EVs in June 2021, representing growth of 617% Y/Y. XPeng sold 4,730 electric sport sedans and 1,835 compact SUVs last month, more than ever before. In Q2'21, XPeng delivered 17,398 deliveries, representing 439% growth Y/Y.</p><p><blockquote>另一家中国电动汽车制造商小鹏汽车（XPEV）2021年6月交付了6,565辆智能电动汽车，同比增长617%。小鹏汽车上个月售出了 4,730 辆电动运动轿车和 1,835 辆紧凑型 SUV，比以往任何时候都多。2021 年第二季度，小鹏汽车交付量为 17,398 辆，同比增长 439%。</blockquote></p><p> XPeng's EV sales in China are also soaring showing strong demand and customer uptake of EV vehicles.</p><p><blockquote>小鹏汽车在中国的电动汽车销量也在飙升，显示出对电动汽车的强劲需求和客户接受度。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c8cd25b4fd64f193bc91dabbee99e54\" tg-width=\"925\" tg-height=\"445\"><span>(Source:InsideEVs)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：InsideEVs）</span></p></blockquote></p><p></p><p> <b>NIO FY 2021 delivery projections</b></p><p><blockquote><b>蔚来 2021 财年交付预测</b></blockquote></p><p> My estimates for Q3'21 and Q4'21 deliveries are shown in the graph below and assume a ramp up especially in NIO's ES6 delivery capability and a continual escalation to a quarterly output of 30,000 vehicles by year-end. A quarterly output volume of around 30,000 cars by year-end is realistic to achieve and NIO would still be operating 20% below full production capacity. Calculating the delivery totals for Q1 and Q2 together with my estimates for Q3 and Q4 results in a total delivery potential of 97,056 vehicles (across all three models) in FY 2021 and NIO may even be able to crack the 100,000 barrier if shipment volumes continue to accelerate at a strong rate in the last two quarters of the year. NIO delivered 43,728 vehicles in 2020 in total, so a 97,056 delivery estimate for 2021 implies 122% Y/Y growth. In the first six months of 2021, NIO already delivered 41,956 or 43% of my FY 2021 delivery estimate. As production returns to normal in the second half of the year, NIO should be able to create triple-digit delivery growth on a Y/Y basis.</p><p><blockquote>我对 2021 年第三季度和 2021 年第四季度交付量的估计如下图所示，并假设蔚来 ES6 的交付能力有所增强，并且到年底季度产量将持续增长至 30,000 辆。到年底实现约 30,000 辆汽车的季度产量是现实的，蔚来的运营仍将比满负荷产能低 20%。计算第一季度和第二季度的交付总量以及我对第三季度和第四季度的估计，2021 财年的总交付潜力为 97,056 辆（所有三种车型），如果出货量在今年最后两个季度继续强劲增长，蔚来甚至可能能够突破 100,000 辆大关。蔚来在 2020 年总共交付了 43,728 辆汽车，因此 2021 年的交付量预计为 97,056 辆，意味着同比增长 122%。在2021年的前六个月，蔚来已经交付了41,956辆，占我2021财年交付估计的43%。随着下半年生产恢复正常，蔚来应该能够实现三位数的同比交付增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb01be329ab1b6d9a6097e74a1d5b250\" tg-width=\"455\" tg-height=\"116\"><span>(Source: Author)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：作者）</span></p></blockquote></p><p> <b>NIO's sales growth is cheap</b></p><p><blockquote><b>蔚来汽车的销量增长很便宜</b></blockquote></p><p> EV makers are not cheap and that is because the market values sales and delivery growth more than anything. NIO trades at a P-S ratio of 9.4 and the valuation multiplier factor is not that much different from other EV makers. Compared against Tesla (TSLA), which trades at a P-S ratio of 9.9, NIO has more revaluation potential because it operates in a larger market and has a lower revenue base.</p><p><blockquote>电动汽车制造商并不便宜，这是因为市场最看重销售和交付增长。蔚来的市盈率为 9.4，估值乘数系数与其他电动汽车制造商没有太大区别。与市盈率为 9.9 的特斯拉 (TSLA) 相比，蔚来具有更大的重估潜力，因为它在更大的市场运营且收入基础较低。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f84e0cee1726c807b6b7d04f4f4e44f2\" tg-width=\"635\" tg-height=\"450\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> The chip supply shortage is still a major risk factor for NIO and it will have an impact on NIO's Q3 and Q4 production output... which will be below potential. As conditions normalize slowly in the second half, NIO should be able to ramp up factory output and deliveries. While delivery growth rates are influenced by factors outside of NIO's operations, they also represent a big opportunity for NIO to surprise the market. Better than expected growth rates and a fast return to full production could create fertile ground for stock price appreciation.</p><p><blockquote>芯片供应短缺仍然是蔚来的主要风险因素，并将对蔚来第三季度和第四季度的产量产生影响……这将低于潜力。随着下半年情况慢慢恢复正常，蔚来应该能够提高工厂产量和交付量。虽然交付量增长率受到蔚来运营以外因素的影响，但它们也代表着蔚来给市场带来惊喜的巨大机会。好于预期的增长率和快速恢复满产可能会为股价升值创造肥沃的土壤。</blockquote></p><p> <b>Final thoughts</b></p><p><blockquote><b>最后的想法</b></blockquote></p><p> NIO may be growing faster than expected in 2021 as the chip supply shortage eases and a strong rebound in the second half of the year could push NIO to hit the critical 100,000 annual delivery milestone. Demand for EVs remained strong in 2021 and Chinese EV makers are killing it. I believe 120% Y/Y growth in annual deliveries is possible in 2021 as factory output normalizes in the second half of the year.</p><p><blockquote>蔚来在2021年的增长速度可能会快于预期，因为芯片供应短缺的缓解以及下半年的强劲反弹可能会推动蔚来达到10万个年度交付的关键里程碑。2021 年电动汽车需求依然强劲，而中国电动汽车制造商正在扼杀这一需求。我相信，随着下半年工厂产量正常化，2021 年年度交付量可能会同比增长 120%。</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>NIO May Grow Even Faster Than Expected<blockquote>蔚来增长速度可能比预期还要快</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\">\nNIO May Grow Even Faster Than Expected<blockquote>蔚来增长速度可能比预期还要快</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-07-02 23:09</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>NIO’s June deliveries grew at an impressive rate.</li>  <li>The Chinese EV maker returned to triple-digit delivery growth last month, helped by strong Y/Y growth in NIO’s flagship model ES6.</li>  <li>NIO is set to overcome production setbacks and ramp up production in the second half of 2021.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/03ca537373e278344c3447309dd586ea\" tg-width=\"768\" tg-height=\"443\"><span>peterschreiber.media/iStock via Getty Images</span></p><p><blockquote><ul><li>蔚来 6 月份的交付量增长速度令人印象深刻。</li><li>在蔚来旗舰车型 ES6 同比强劲增长的帮助下，这家中国电动汽车制造商上个月的交付量恢复了三位数增长。</li><li>蔚来将在2021年下半年克服生产挫折并提高产量。</li></ul><p class=\"t-img-caption\"><span>peterschreiber.media/iStock 来自盖蒂图片社</span></p></blockquote></p><p> Chinese electric vehicle maker NIO (NIO) is rebounding fast from the pandemic-driven chip supply shortage and the proof is in surging EV deliveries. Impressive delivery rates for the month of June show that the market may underestimate NIO's growth potential.</p><p><blockquote>中国电动汽车制造商蔚来（蔚来）正在从大流行导致的芯片供应短缺中迅速反弹，电动汽车交付量激增就是最好的证明。6 月份令人印象深刻的交付率表明市场可能低估了蔚来汽车的增长潜力。</blockquote></p><p> <b>Shipping volumes are accelerating</b></p><p><blockquote><b>发货量正在加速</b></blockquote></p><p> NIO guided for lower production volumes in the second quarter due to the global chip and battery supply shortage. The shortage was set to&nbsp;reduce NIO's factory output&nbsp;from 10,000 vehicles to 7,500 vehicles a month.</p><p><blockquote>由于全球芯片和电池供应短缺，蔚来预计第二季度产量将下降。此次短缺将使蔚来汽车的工厂产量从每月 10,000 辆减少到 7,500 辆。</blockquote></p><p> The global semiconductor supply shortage has its roots in the COVID-19 pandemic. As more people started to work from home, a sharp increase in demand for semiconductors from the consumer electronics industry coincided with a faster than anticipated rebound in chip demand from the auto industry, leading to a global shortage in semiconductors that is throttling auto production from the US to China. NIO's guidance for lower factory output has lowered delivery expectations but a return to triple-digit growth rates may now push NIO's stock higher again.</p><p><blockquote>全球半导体供应短缺源于新冠肺炎疫情。随着越来越多的人开始在家工作，消费电子行业对半导体需求的急剧增加，恰逢汽车行业芯片需求的反弹速度快于预期，导致全球半导体短缺，从而抑制了从美国到中国的汽车产量。蔚来汽车对工厂产量下降的指导降低了交付预期，但恢复三位数增长率现在可能会再次推高蔚来汽车的股价。</blockquote></p><p> While the temporary production drop was a setback for NIO, it seems that the electric vehicle maker is ready to bounce back.NIO's June deliveries&nbsp;were nothing short of impressive and the market may underestimate NIO's ability to grow EV deliveries at triple digits this year. The Chinese EV maker delivered a total 8,083 vehicles in June, bringing the Q2'21 total to 21,896 EVs consisting of all models… NIO's 5-seater electric SUV ES6, the 5-seater electric coupe SUV EC6 and the 6-seater or 7-seater electric SUV ES8. NIO's monthly and quarterly delivery totals hit records in the second quarter and the EV maker is set to reach new records for the rest of the year. Total June deliveries saw 116% growth Y/Y with the largest growth coming from the ES6 model. The ES6 category saw 52% growth Y/Y. Total deliveries for Q2'21 were 21,896, most of which were ES6s, showing growth of 112% Y/Y… and that's despite production problems in the second quarter. Comparable figures for the EC6 are not available since deliveries for this model only began after the second quarter last year. What stands out from NIO's June delivery report is that shipping growth is speeding up compared to the previous month, which may be seen as a sign that NIO's delivery capabilities are undervalued. In May, NIO delivered 6,711 vehicles which is equivalent to a Y/Y growth rate of 95%. Strong delivery numbers for the month of June may be a cue that NIO's production problems are easing and that NIO is ready to return to full production capacity.</p><p><blockquote>虽然产量暂时下降对蔚来来说是一个挫折，但这家电动汽车制造商似乎已经准备好反弹。蔚来汽车 6 月份的交付量令人印象深刻，市场可能低估了蔚来汽车今年电动汽车交付量增长三位数的能力。这家中国电动汽车制造商在 6 月份共交付了 8,083 辆汽车，使 21 年第二季度的电动汽车总数达到 21,896 辆，包括所有车型……蔚来的 5 座电动 SUV ES6、5 座电动轿跑车 SUV EC6 和 6 座或 7 座电动 SUV ES8。蔚来汽车第二季度的月度和季度交付总量创下历史新高，这家电动汽车制造商将在今年剩余时间内创下新纪录。6 月份总交付量同比增长 116%，其中 ES6 车型增幅最大。ES6 类别同比增长 52%。21 年第二季度的总交付量为 21,896 辆，其中大部分是 ES6，同比增长 112%……尽管第二季度出现了生产问题。由于该车型在去年第二季度之后才开始交付，因此没有 EC6 的可比数据。蔚来6月份交付报告中最引人注目的是，与上个月相比，出货量增长正在加速，这可能被视为蔚来交付能力被低估的迹象。5月份，蔚来交付了6,711辆汽车，同比增长率高达95%。6 月份强劲的交付数据可能表明蔚来的生产问题正在缓解，蔚来已准备好恢复满负荷产能。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6af76b71f8259337d534fb29b1a6a8c4\" tg-width=\"673\" tg-height=\"129\"><span>(Source: Author)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：作者）</span></p></blockquote></p><p> NIO has an annual production capacity of 150,000 vehicles which the EV maker is not fully utilizing due to the semiconductor shortage. As soon as the chip shortage eases, which can be expected to be the case in the second half of the year, we should see a steady ramp up in NIO's factory output and deliveries. The speed of the ramp up will depend less on demand but rather on the severity of the supply shortage. The semiconductor shortage is a primary risk factor that will impact NIO's delivery success in the remaining two quarters.</p><p><blockquote>蔚来的年产能为 15 万辆汽车，但由于半导体短缺，这家电动汽车制造商并未充分利用这一产能。一旦芯片短缺问题得到缓解（预计下半年将会出现这种情况），我们应该会看到蔚来的工厂产量和交付量稳步增长。增长的速度将较少取决于需求，而是取决于供应短缺的严重程度。半导体短缺是影响蔚来汽车剩余两个季度交付成功的主要风险因素。</blockquote></p><p> The market for electric vehicles is very resilient in China and demand for zero-emission passenger vehicles is not going away due to delays in production, which may be a sort of luxury problem for Chinese EV makers. NIO's EV sales in China have surged this year, but the second half of the year may see even faster growth as the industry works through the supply problem.</p><p><blockquote>中国电动汽车市场非常有弹性，对零排放乘用车的需求不会因生产延迟而消失，这对中国电动汽车制造商来说可能是一种奢侈品问题。蔚来汽车今年在中国的电动汽车销量激增，但随着行业解决供应问题，下半年可能会出现更快的增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7579fc2abe7ca63887e68a9256b54cb3\" tg-width=\"921\" tg-height=\"438\"><span>(Source:InsideEVs)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：InsideEVs）</span></p></blockquote></p><p> XPeng (XPEV), another Chinese electric vehicle maker,delivered&nbsp;6,565 Smart EVs in June 2021, representing growth of 617% Y/Y. XPeng sold 4,730 electric sport sedans and 1,835 compact SUVs last month, more than ever before. In Q2'21, XPeng delivered 17,398 deliveries, representing 439% growth Y/Y.</p><p><blockquote>另一家中国电动汽车制造商小鹏汽车（XPEV）2021年6月交付了6,565辆智能电动汽车，同比增长617%。小鹏汽车上个月售出了 4,730 辆电动运动轿车和 1,835 辆紧凑型 SUV，比以往任何时候都多。2021 年第二季度，小鹏汽车交付量为 17,398 辆，同比增长 439%。</blockquote></p><p> XPeng's EV sales in China are also soaring showing strong demand and customer uptake of EV vehicles.</p><p><blockquote>小鹏汽车在中国的电动汽车销量也在飙升，显示出对电动汽车的强劲需求和客户接受度。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c8cd25b4fd64f193bc91dabbee99e54\" tg-width=\"925\" tg-height=\"445\"><span>(Source:InsideEVs)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：InsideEVs）</span></p></blockquote></p><p></p><p> <b>NIO FY 2021 delivery projections</b></p><p><blockquote><b>蔚来 2021 财年交付预测</b></blockquote></p><p> My estimates for Q3'21 and Q4'21 deliveries are shown in the graph below and assume a ramp up especially in NIO's ES6 delivery capability and a continual escalation to a quarterly output of 30,000 vehicles by year-end. A quarterly output volume of around 30,000 cars by year-end is realistic to achieve and NIO would still be operating 20% below full production capacity. Calculating the delivery totals for Q1 and Q2 together with my estimates for Q3 and Q4 results in a total delivery potential of 97,056 vehicles (across all three models) in FY 2021 and NIO may even be able to crack the 100,000 barrier if shipment volumes continue to accelerate at a strong rate in the last two quarters of the year. NIO delivered 43,728 vehicles in 2020 in total, so a 97,056 delivery estimate for 2021 implies 122% Y/Y growth. In the first six months of 2021, NIO already delivered 41,956 or 43% of my FY 2021 delivery estimate. As production returns to normal in the second half of the year, NIO should be able to create triple-digit delivery growth on a Y/Y basis.</p><p><blockquote>我对 2021 年第三季度和 2021 年第四季度交付量的估计如下图所示，并假设蔚来 ES6 的交付能力有所增强，并且到年底季度产量将持续增长至 30,000 辆。到年底实现约 30,000 辆汽车的季度产量是现实的，蔚来的运营仍将比满负荷产能低 20%。计算第一季度和第二季度的交付总量以及我对第三季度和第四季度的估计，2021 财年的总交付潜力为 97,056 辆（所有三种车型），如果出货量在今年最后两个季度继续强劲增长，蔚来甚至可能能够突破 100,000 辆大关。蔚来在 2020 年总共交付了 43,728 辆汽车，因此 2021 年的交付量预计为 97,056 辆，意味着同比增长 122%。在2021年的前六个月，蔚来已经交付了41,956辆，占我2021财年交付估计的43%。随着下半年生产恢复正常，蔚来应该能够实现三位数的同比交付增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb01be329ab1b6d9a6097e74a1d5b250\" tg-width=\"455\" tg-height=\"116\"><span>(Source: Author)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：作者）</span></p></blockquote></p><p> <b>NIO's sales growth is cheap</b></p><p><blockquote><b>蔚来汽车的销量增长很便宜</b></blockquote></p><p> EV makers are not cheap and that is because the market values sales and delivery growth more than anything. NIO trades at a P-S ratio of 9.4 and the valuation multiplier factor is not that much different from other EV makers. Compared against Tesla (TSLA), which trades at a P-S ratio of 9.9, NIO has more revaluation potential because it operates in a larger market and has a lower revenue base.</p><p><blockquote>电动汽车制造商并不便宜，这是因为市场最看重销售和交付增长。蔚来的市盈率为 9.4，估值乘数系数与其他电动汽车制造商没有太大区别。与市盈率为 9.9 的特斯拉 (TSLA) 相比，蔚来具有更大的重估潜力，因为它在更大的市场运营且收入基础较低。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f84e0cee1726c807b6b7d04f4f4e44f2\" tg-width=\"635\" tg-height=\"450\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> The chip supply shortage is still a major risk factor for NIO and it will have an impact on NIO's Q3 and Q4 production output... which will be below potential. As conditions normalize slowly in the second half, NIO should be able to ramp up factory output and deliveries. While delivery growth rates are influenced by factors outside of NIO's operations, they also represent a big opportunity for NIO to surprise the market. Better than expected growth rates and a fast return to full production could create fertile ground for stock price appreciation.</p><p><blockquote>芯片供应短缺仍然是蔚来的主要风险因素，并将对蔚来第三季度和第四季度的产量产生影响……这将低于潜力。随着下半年情况慢慢恢复正常，蔚来应该能够提高工厂产量和交付量。虽然交付量增长率受到蔚来运营以外因素的影响，但它们也代表着蔚来给市场带来惊喜的巨大机会。好于预期的增长率和快速恢复满产可能会为股价升值创造肥沃的土壤。</blockquote></p><p> <b>Final thoughts</b></p><p><blockquote><b>最后的想法</b></blockquote></p><p> NIO may be growing faster than expected in 2021 as the chip supply shortage eases and a strong rebound in the second half of the year could push NIO to hit the critical 100,000 annual delivery milestone. Demand for EVs remained strong in 2021 and Chinese EV makers are killing it. I believe 120% Y/Y growth in annual deliveries is possible in 2021 as factory output normalizes in the second half of the year.</p><p><blockquote>蔚来在2021年的增长速度可能会快于预期，因为芯片供应短缺的缓解以及下半年的强劲反弹可能会推动蔚来达到10万个年度交付的关键里程碑。2021 年电动汽车需求依然强劲，而中国电动汽车制造商正在扼杀这一需求。我相信，随着下半年工厂产量正常化，2021 年年度交付量可能会同比增长 120%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4437606-nio-may-grow-faster-than-expected\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4437606-nio-may-grow-faster-than-expected","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120590567","content_text":"Summary\n\nNIO’s June deliveries grew at an impressive rate.\nThe Chinese EV maker returned to triple-digit delivery growth last month, helped by strong Y/Y growth in NIO’s flagship model ES6.\nNIO is set to overcome production setbacks and ramp up production in the second half of 2021.\n\npeterschreiber.media/iStock via Getty Images\nChinese electric vehicle maker NIO (NIO) is rebounding fast from the pandemic-driven chip supply shortage and the proof is in surging EV deliveries. Impressive delivery rates for the month of June show that the market may underestimate NIO's growth potential.\nShipping volumes are accelerating\nNIO guided for lower production volumes in the second quarter due to the global chip and battery supply shortage. The shortage was set to reduce NIO's factory output from 10,000 vehicles to 7,500 vehicles a month.\nThe global semiconductor supply shortage has its roots in the COVID-19 pandemic. As more people started to work from home, a sharp increase in demand for semiconductors from the consumer electronics industry coincided with a faster than anticipated rebound in chip demand from the auto industry, leading to a global shortage in semiconductors that is throttling auto production from the US to China. NIO's guidance for lower factory output has lowered delivery expectations but a return to triple-digit growth rates may now push NIO's stock higher again.\nWhile the temporary production drop was a setback for NIO, it seems that the electric vehicle maker is ready to bounce back.NIO's June deliveries were nothing short of impressive and the market may underestimate NIO's ability to grow EV deliveries at triple digits this year. The Chinese EV maker delivered a total 8,083 vehicles in June, bringing the Q2'21 total to 21,896 EVs consisting of all models… NIO's 5-seater electric SUV ES6, the 5-seater electric coupe SUV EC6 and the 6-seater or 7-seater electric SUV ES8. NIO's monthly and quarterly delivery totals hit records in the second quarter and the EV maker is set to reach new records for the rest of the year. Total June deliveries saw 116% growth Y/Y with the largest growth coming from the ES6 model. The ES6 category saw 52% growth Y/Y. Total deliveries for Q2'21 were 21,896, most of which were ES6s, showing growth of 112% Y/Y… and that's despite production problems in the second quarter. Comparable figures for the EC6 are not available since deliveries for this model only began after the second quarter last year. What stands out from NIO's June delivery report is that shipping growth is speeding up compared to the previous month, which may be seen as a sign that NIO's delivery capabilities are undervalued. In May, NIO delivered 6,711 vehicles which is equivalent to a Y/Y growth rate of 95%. Strong delivery numbers for the month of June may be a cue that NIO's production problems are easing and that NIO is ready to return to full production capacity.\n(Source: Author)\nNIO has an annual production capacity of 150,000 vehicles which the EV maker is not fully utilizing due to the semiconductor shortage. As soon as the chip shortage eases, which can be expected to be the case in the second half of the year, we should see a steady ramp up in NIO's factory output and deliveries. The speed of the ramp up will depend less on demand but rather on the severity of the supply shortage. The semiconductor shortage is a primary risk factor that will impact NIO's delivery success in the remaining two quarters.\nThe market for electric vehicles is very resilient in China and demand for zero-emission passenger vehicles is not going away due to delays in production, which may be a sort of luxury problem for Chinese EV makers. NIO's EV sales in China have surged this year, but the second half of the year may see even faster growth as the industry works through the supply problem.\n(Source:InsideEVs)\nXPeng (XPEV), another Chinese electric vehicle maker,delivered 6,565 Smart EVs in June 2021, representing growth of 617% Y/Y. XPeng sold 4,730 electric sport sedans and 1,835 compact SUVs last month, more than ever before. In Q2'21, XPeng delivered 17,398 deliveries, representing 439% growth Y/Y.\nXPeng's EV sales in China are also soaring showing strong demand and customer uptake of EV vehicles.\n(Source:InsideEVs)\nNIO FY 2021 delivery projections\nMy estimates for Q3'21 and Q4'21 deliveries are shown in the graph below and assume a ramp up especially in NIO's ES6 delivery capability and a continual escalation to a quarterly output of 30,000 vehicles by year-end. A quarterly output volume of around 30,000 cars by year-end is realistic to achieve and NIO would still be operating 20% below full production capacity. Calculating the delivery totals for Q1 and Q2 together with my estimates for Q3 and Q4 results in a total delivery potential of 97,056 vehicles (across all three models) in FY 2021 and NIO may even be able to crack the 100,000 barrier if shipment volumes continue to accelerate at a strong rate in the last two quarters of the year. NIO delivered 43,728 vehicles in 2020 in total, so a 97,056 delivery estimate for 2021 implies 122% Y/Y growth. In the first six months of 2021, NIO already delivered 41,956 or 43% of my FY 2021 delivery estimate. As production returns to normal in the second half of the year, NIO should be able to create triple-digit delivery growth on a Y/Y basis.\n(Source: Author)\nNIO's sales growth is cheap\nEV makers are not cheap and that is because the market values sales and delivery growth more than anything. NIO trades at a P-S ratio of 9.4 and the valuation multiplier factor is not that much different from other EV makers. Compared against Tesla (TSLA), which trades at a P-S ratio of 9.9, NIO has more revaluation potential because it operates in a larger market and has a lower revenue base.\nData by YCharts\nRisks\nThe chip supply shortage is still a major risk factor for NIO and it will have an impact on NIO's Q3 and Q4 production output... which will be below potential. As conditions normalize slowly in the second half, NIO should be able to ramp up factory output and deliveries. While delivery growth rates are influenced by factors outside of NIO's operations, they also represent a big opportunity for NIO to surprise the market. Better than expected growth rates and a fast return to full production could create fertile ground for stock price appreciation.\nFinal thoughts\nNIO may be growing faster than expected in 2021 as the chip supply shortage eases and a strong rebound in the second half of the year could push NIO to hit the critical 100,000 annual delivery milestone. Demand for EVs remained strong in 2021 and Chinese EV makers are killing it. I believe 120% Y/Y growth in annual deliveries is possible in 2021 as factory output normalizes in the second half of the year.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":798,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172782599,"gmtCreate":1626994712811,"gmtModify":1633769084261,"author":{"id":"3583113201416266","authorId":"3583113201416266","name":"AliciaA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583113201416266","authorIdStr":"3583113201416266"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/172782599","repostId":"1154266565","repostType":4,"repost":{"id":"1154266565","kind":"news","pubTimestamp":1626955588,"share":"https://www.laohunote.com/m/news/1154266565?lang=zh_CN&edition=full","pubTime":"2021-07-22 20:06","market":"us","language":"en","title":"How to invest as the Delta variant takes hold<blockquote>随着德尔塔变异毒株的到来，如何投资</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1154266565","media":"cnn","summary":"New York When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.But dumping stocks on days when the Dow is getting whacked is usually the wrong thing to do. Stocks roared back Tuesday and were up again Wednesday.If you're investing for the long haul, the best thing you can do is ride out this wave of volatility.\"Stay invested,\" said Seema Shah, chief strategist at Principal Global Investors. Shah told CNN Business t","content":"<p>New York (CNN Business)When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.</p><p><blockquote>纽约（CNN Business）当市场像上周五和周一那样暴跌时，人们很容易认输并卖出。大滴可能会很吓人。</blockquote></p><p> But dumping stocks on days when the Dow is getting whacked is usually the wrong thing to do. Stocks roared back Tuesday and were up again Wednesday.</p><p><blockquote>但在道琼斯指数暴跌的日子里抛售股票通常是错误的做法。周二股市猛烈反弹，周三再次上涨。</blockquote></p><p> Yes, the Delta variant of Covid-19 has led to an alarming uptick in coronavirus cases in the United States and around the globe. But many experts think the massive number of vaccinations that have already taken place will prevent the economy and markets from going into another tailspin.</p><p><blockquote>是的，新冠肺炎的德尔塔变异毒株导致美国和全球冠状病毒病例惊人地上升。但许多专家认为，已经进行的大量疫苗接种将防止经济和市场再次陷入混乱。</blockquote></p><p> If you're investing for the long haul, the best thing you can do is ride out this wave of volatility.</p><p><blockquote>如果你是长期投资，你能做的最好的事情就是度过这波波动。</blockquote></p><p> \"Stay invested,\" said Seema Shah, chief strategist at Principal Global Investors. Shah told CNN Business that the Delta variant is highly unlikely to stop the economic recovery in the US and other parts of the developed world where vaccination rates are high.</p><p><blockquote>“保持投资，”信安全球投资者首席策略师 Seema Shah 表示。沙阿告诉美国有线电视新闻网商业频道，德尔塔变异毒株不太可能阻止美国和其他疫苗接种率高的发达国家的经济复苏。</blockquote></p><p> \"The vaccine is effective,\" she said. \"If cases are rising but hospitalization rates remain low, then the reopening measures from governments will continue.\"</p><p><blockquote>“疫苗是有效的，”她说。“如果病例不断增加，但住院率仍然很低，那么政府的重新开放措施将继续。”</blockquote></p><p> Still, Shah conceded, investors should be more selective. After all, the S&amp;P 500 has nearly doubled from its pandemic lows in March 2020, and not all stocks and sectors will maintain their momentum.</p><p><blockquote>尽管如此，沙阿承认，投资者应该更加有选择性。毕竟，标普500已较 2020 年 3 月的大流行低点翻了一番，并非所有股票和板块都能保持势头。</blockquote></p><p> She thinks defensive sectors might start to pull back a bit. Those include utilities, health care and others companies that pay big dividends and are considered good bond proxies.</p><p><blockquote>她认为防御性板块可能会开始有所回调。其中包括公用事业、医疗保健和其他支付高额股息的公司，被认为是良好的债券代理。</blockquote></p><p> The FAANGs and other big tech stocks, many of which have strong earnings momentum and tons of cash, should continue to rally, she said.</p><p><blockquote>她表示，FAANG 和其他大型科技股应该会继续上涨，其中许多股拥有强劲的盈利势头和大量现金。</blockquote></p><p> <b>Not the time to bail on the market</b></p><p><blockquote><b>现在不是放弃市场的时候</b></blockquote></p><p> So should economic recovery plays in the travel and retail sectors that have pulled back lately on Covid concerns. United (UAL), for example, issued an upbeat outlook after the closing bell Tuesday.</p><p><blockquote>旅游业和零售业的经济复苏也应该如此，这些行业最近因新冠疫情担忧而有所回落。例如，美联航 (UAL) 在周二收盘后发布了乐观的展望。</blockquote></p><p> \"Airlines have been beaten up,\" Shah said. \"But if you assume the reopening will continue, they should enjoy a significant bounceback.\"</p><p><blockquote>“航空公司受到了打击，”沙阿说。“但如果你假设重新开放将继续下去，他们应该会出现显着反弹。”</blockquote></p><p> Stocks may remain bumpy for the foreseeable future, but that shouldn't dissuade investors from sticking with their longer-term investments.</p><p><blockquote>在可预见的未来，股市可能会继续波动，但这不应阻止投资者坚持长期投资。</blockquote></p><p> \"The uncertainty of the past couple of days is warranted for the short term,\" said Peter van der Welle, multi-asset strategist at Robeco. \"But there should be a second leg to the reflation trade.\"</p><p><blockquote>Robeco 多资产策略师 Peter van der Welle 表示：“过去几天的不确定性在短期内是合理的。”“但通货膨胀再膨胀贸易应该有第二阶段。”</blockquote></p><p> Van der Welle noted that there are many reasons to be optimistic about continued gains in consumer spending and retail sales, despite a recent drop in consumer confidence.</p><p><blockquote>范德维勒指出，尽管最近消费者信心下降，但仍有许多理由对消费者支出和零售销售的持续增长持乐观态度。</blockquote></p><p> <b>Buy the dips</b></p><p><blockquote><b>逢低买入</b></blockquote></p><p> Any wariness on the part of consumers — and investors, for that matter — could turn out to be fleeting.</p><p><blockquote>消费者——以及投资者——的任何警惕都可能转瞬即逝。</blockquote></p><p> \"If you are a long-term investor, take advantage of this volatility and add to positions in companies and sectors you really like,\" said Phil Orlando, chief equity market strategist at Federated Hermes.</p><p><blockquote>Federated Hermes 首席股票市场策略师菲尔·奥兰多 (Phil Orlando) 表示：“如果您是长期投资者，请利用这种波动性，增加您真正喜欢的公司和行业的头寸。”</blockquote></p><p> He he belives stocks in cyclical industries that have gotten hit because of Delta variant fears could enjoy the biggest rebounds.</p><p><blockquote>他认为，因德尔塔变异毒株担忧而受到打击的周期性行业的股票可能会迎来最大的反弹。</blockquote></p><p> \"There are stocks that have hit an air pocket that could be very attractive. We love the economically sensitive sectors,\" Orlando added, saying that banks and other financials, industrial firms, retailers and energy stocks may come roaring back.</p><p><blockquote>奥兰多补充道：“有些股票已经触及气穴，可能非常有吸引力。我们喜欢经济敏感行业。”他表示，银行和其他金融、工业公司、零售商和能源股可能会卷土重来。</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>How to invest as the Delta variant takes hold<blockquote>随着德尔塔变异毒株的到来，如何投资</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\">\nHow to invest as the Delta variant takes hold<blockquote>随着德尔塔变异毒株的到来，如何投资</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">cnn</strong><span class=\"h-time small\">2021-07-22 20:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p>New York (CNN Business)When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.</p><p><blockquote>纽约（CNN Business）当市场像上周五和周一那样暴跌时，人们很容易认输并卖出。大滴可能会很吓人。</blockquote></p><p> But dumping stocks on days when the Dow is getting whacked is usually the wrong thing to do. Stocks roared back Tuesday and were up again Wednesday.</p><p><blockquote>但在道琼斯指数暴跌的日子里抛售股票通常是错误的做法。周二股市猛烈反弹，周三再次上涨。</blockquote></p><p> Yes, the Delta variant of Covid-19 has led to an alarming uptick in coronavirus cases in the United States and around the globe. But many experts think the massive number of vaccinations that have already taken place will prevent the economy and markets from going into another tailspin.</p><p><blockquote>是的，新冠肺炎的德尔塔变异毒株导致美国和全球冠状病毒病例惊人地上升。但许多专家认为，已经进行的大量疫苗接种将防止经济和市场再次陷入混乱。</blockquote></p><p> If you're investing for the long haul, the best thing you can do is ride out this wave of volatility.</p><p><blockquote>如果你是长期投资，你能做的最好的事情就是度过这波波动。</blockquote></p><p> \"Stay invested,\" said Seema Shah, chief strategist at Principal Global Investors. Shah told CNN Business that the Delta variant is highly unlikely to stop the economic recovery in the US and other parts of the developed world where vaccination rates are high.</p><p><blockquote>“保持投资，”信安全球投资者首席策略师 Seema Shah 表示。沙阿告诉美国有线电视新闻网商业频道，德尔塔变异毒株不太可能阻止美国和其他疫苗接种率高的发达国家的经济复苏。</blockquote></p><p> \"The vaccine is effective,\" she said. \"If cases are rising but hospitalization rates remain low, then the reopening measures from governments will continue.\"</p><p><blockquote>“疫苗是有效的，”她说。“如果病例不断增加，但住院率仍然很低，那么政府的重新开放措施将继续。”</blockquote></p><p> Still, Shah conceded, investors should be more selective. After all, the S&amp;P 500 has nearly doubled from its pandemic lows in March 2020, and not all stocks and sectors will maintain their momentum.</p><p><blockquote>尽管如此，沙阿承认，投资者应该更加有选择性。毕竟，标普500已较 2020 年 3 月的大流行低点翻了一番，并非所有股票和板块都能保持势头。</blockquote></p><p> She thinks defensive sectors might start to pull back a bit. Those include utilities, health care and others companies that pay big dividends and are considered good bond proxies.</p><p><blockquote>她认为防御性板块可能会开始有所回调。其中包括公用事业、医疗保健和其他支付高额股息的公司，被认为是良好的债券代理。</blockquote></p><p> The FAANGs and other big tech stocks, many of which have strong earnings momentum and tons of cash, should continue to rally, she said.</p><p><blockquote>她表示，FAANG 和其他大型科技股应该会继续上涨，其中许多股拥有强劲的盈利势头和大量现金。</blockquote></p><p> <b>Not the time to bail on the market</b></p><p><blockquote><b>现在不是放弃市场的时候</b></blockquote></p><p> So should economic recovery plays in the travel and retail sectors that have pulled back lately on Covid concerns. United (UAL), for example, issued an upbeat outlook after the closing bell Tuesday.</p><p><blockquote>旅游业和零售业的经济复苏也应该如此，这些行业最近因新冠疫情担忧而有所回落。例如，美联航 (UAL) 在周二收盘后发布了乐观的展望。</blockquote></p><p> \"Airlines have been beaten up,\" Shah said. \"But if you assume the reopening will continue, they should enjoy a significant bounceback.\"</p><p><blockquote>“航空公司受到了打击，”沙阿说。“但如果你假设重新开放将继续下去，他们应该会出现显着反弹。”</blockquote></p><p> Stocks may remain bumpy for the foreseeable future, but that shouldn't dissuade investors from sticking with their longer-term investments.</p><p><blockquote>在可预见的未来，股市可能会继续波动，但这不应阻止投资者坚持长期投资。</blockquote></p><p> \"The uncertainty of the past couple of days is warranted for the short term,\" said Peter van der Welle, multi-asset strategist at Robeco. \"But there should be a second leg to the reflation trade.\"</p><p><blockquote>Robeco 多资产策略师 Peter van der Welle 表示：“过去几天的不确定性在短期内是合理的。”“但通货膨胀再膨胀贸易应该有第二阶段。”</blockquote></p><p> Van der Welle noted that there are many reasons to be optimistic about continued gains in consumer spending and retail sales, despite a recent drop in consumer confidence.</p><p><blockquote>范德维勒指出，尽管最近消费者信心下降，但仍有许多理由对消费者支出和零售销售的持续增长持乐观态度。</blockquote></p><p> <b>Buy the dips</b></p><p><blockquote><b>逢低买入</b></blockquote></p><p> Any wariness on the part of consumers — and investors, for that matter — could turn out to be fleeting.</p><p><blockquote>消费者——以及投资者——的任何警惕都可能转瞬即逝。</blockquote></p><p> \"If you are a long-term investor, take advantage of this volatility and add to positions in companies and sectors you really like,\" said Phil Orlando, chief equity market strategist at Federated Hermes.</p><p><blockquote>Federated Hermes 首席股票市场策略师菲尔·奥兰多 (Phil Orlando) 表示：“如果您是长期投资者，请利用这种波动性，增加您真正喜欢的公司和行业的头寸。”</blockquote></p><p> He he belives stocks in cyclical industries that have gotten hit because of Delta variant fears could enjoy the biggest rebounds.</p><p><blockquote>他认为，因德尔塔变异毒株担忧而受到打击的周期性行业的股票可能会迎来最大的反弹。</blockquote></p><p> \"There are stocks that have hit an air pocket that could be very attractive. We love the economically sensitive sectors,\" Orlando added, saying that banks and other financials, industrial firms, retailers and energy stocks may come roaring back.</p><p><blockquote>奥兰多补充道：“有些股票已经触及气穴，可能非常有吸引力。我们喜欢经济敏感行业。”他表示，银行和其他金融、工业公司、零售商和能源股可能会卷土重来。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://edition.cnn.com/2021/07/21/investing/investing-stock-market-volatility/index.html\">cnn</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://edition.cnn.com/2021/07/21/investing/investing-stock-market-volatility/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154266565","content_text":"New York (CNN Business)When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.\nBut dumping stocks on days when the Dow is getting whacked is usually the wrong thing to do. Stocks roared back Tuesday and were up again Wednesday.\nYes, the Delta variant of Covid-19 has led to an alarming uptick in coronavirus cases in the United States and around the globe. But many experts think the massive number of vaccinations that have already taken place will prevent the economy and markets from going into another tailspin.\nIf you're investing for the long haul, the best thing you can do is ride out this wave of volatility.\n\"Stay invested,\" said Seema Shah, chief strategist at Principal Global Investors. Shah told CNN Business that the Delta variant is highly unlikely to stop the economic recovery in the US and other parts of the developed world where vaccination rates are high.\n\"The vaccine is effective,\" she said. \"If cases are rising but hospitalization rates remain low, then the reopening measures from governments will continue.\"\nStill, Shah conceded, investors should be more selective. After all, the S&P 500 has nearly doubled from its pandemic lows in March 2020, and not all stocks and sectors will maintain their momentum.\nShe thinks defensive sectors might start to pull back a bit. Those include utilities, health care and others companies that pay big dividends and are considered good bond proxies.\nThe FAANGs and other big tech stocks, many of which have strong earnings momentum and tons of cash, should continue to rally, she said.\nNot the time to bail on the market\nSo should economic recovery plays in the travel and retail sectors that have pulled back lately on Covid concerns. United (UAL), for example, issued an upbeat outlook after the closing bell Tuesday.\n\"Airlines have been beaten up,\" Shah said. \"But if you assume the reopening will continue, they should enjoy a significant bounceback.\"\nStocks may remain bumpy for the foreseeable future, but that shouldn't dissuade investors from sticking with their longer-term investments.\n\"The uncertainty of the past couple of days is warranted for the short term,\" said Peter van der Welle, multi-asset strategist at Robeco. \"But there should be a second leg to the reflation trade.\"\nVan der Welle noted that there are many reasons to be optimistic about continued gains in consumer spending and retail sales, despite a recent drop in consumer confidence.\nBuy the dips\nAny wariness on the part of consumers — and investors, for that matter — could turn out to be fleeting.\n\"If you are a long-term investor, take advantage of this volatility and add to positions in companies and sectors you really like,\" said Phil Orlando, chief equity market strategist at Federated Hermes.\nHe he belives stocks in cyclical industries that have gotten hit because of Delta variant fears could enjoy the biggest rebounds.\n\"There are stocks that have hit an air pocket that could be very attractive. We love the economically sensitive sectors,\" Orlando added, saying that banks and other financials, industrial firms, retailers and energy stocks may come roaring back.","news_type":1,"symbols_score_info":{"SPY":0.9,".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3082,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178413148,"gmtCreate":1626831384684,"gmtModify":1633770593282,"author":{"id":"3583113201416266","authorId":"3583113201416266","name":"AliciaA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583113201416266","authorIdStr":"3583113201416266"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/178413148","repostId":"1120529749","repostType":4,"repost":{"id":"1120529749","kind":"news","pubTimestamp":1626831113,"share":"https://www.laohunote.com/m/news/1120529749?lang=zh_CN&edition=full","pubTime":"2021-07-21 09:31","market":"us","language":"en","title":"Moderna stock 'has taken on a life of its own' ahead of S&P 500 entrance<blockquote>Moderna 股票在标普500上市之前“有了自己的生命”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1120529749","media":"finance.yahoo","summary":"Moderna (MRNA) is set to join the S&P 500 index on Wednesday, replacing Alexion Pharmaceuticals Inc.","content":"<p>Moderna (MRNA) is set to join the S&amp;P 500 index on Wednesday, replacing Alexion Pharmaceuticals Inc. (ALXN). The stock hassoaredamid the pandemic after its vaccine became instrumental in the fight against coronavirus.</p><p><blockquote>Moderna (MRNA) 将于周三加入标普500指数，取代 Alexion Pharmaceuticals Inc. (ALXN)。在其疫苗在抗击冠状病毒方面发挥作用后，该股在疫情大流行。</blockquote></p><p> Moderna stock has “taken on a life of its own,” Michael Yee, Managing Director and Senior Research Analyst at Jefferies, told Yahoo Finance (video above). “It's priced in a huge amount of assumptions over the next ten years that haven't played out yet. People believe it’s the Tesla of biotech.”</p><p><blockquote>杰富瑞（Jefferies）董事总经理兼高级研究分析师迈克尔-易（Michael Yee）告诉雅虎财经（上图视频），Moderna 的股票 “有了自己的生命”。“未来十年，它被大量的假设所定价，但这些假设尚未实现。人们认为这是生物技术的特斯拉”。</blockquote></p><p> That the biotech firm would be so well-recognized and valued at over $113 billion was no sure bet. For those who invested early in the company, that wager paid off.</p><p><blockquote>这家生物技术公司会如此广为人知，估值超过 1130 亿美元，这并不是一个确定的赌注。对于那些早期投资该公司的人来说，这一赌注得到了回报。</blockquote></p><p> \"Think about how fast they came up with nothing a year ago, and all of a sudden, they're doing $21 billion and have injected hundreds and hundreds and hundreds of millions of people with their drug safely,\" Yee said. \"That's a pretty big accomplishment.\"</p><p><blockquote>“想想一年前他们一无所获的速度有多快，突然之间，他们赚了 210 亿美元，并安全地为数亿人注射了药物，”易说。“这是一个相当大的成就。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bb60075c3a90de67d77af15634fd41fa\" tg-width=\"858\" tg-height=\"588\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>Moderna's rise to recognition</b></p><p><blockquote><b>Moderna的崛起</b></blockquote></p><p> The Cambridge, Massachusetts-based biotech company was founded in 2010 and spent its first two years instealth modedeveloping drugs using messenger RNA (mRNA).</p><p><blockquote>这家总部位于马萨诸塞州剑桥的生物技术公司成立于 2010 年，前两年一直在使用信使 RNA (mRNA) 开发药物。</blockquote></p><p> The promise of mRNA — what Moderna calls \"the software of life\" — in pharmaceuticals has been huge. Modified mRNA teaches cells how to produce the proteins needed to fight and prevent infection. By altering the four letters in an mRNA sequence, this new class of drugs can, in theory, target a wide range of illnesses. The mRNA platform also promises to accelerate the time it takes to select, develop, and manufacture vaccines.</p><p><blockquote>mRNA——现代评级公司的“生命软件”——在制药领域的前景是巨大的。修饰的mRNA教会细胞如何产生对抗和预防感染所需的蛋白质。通过改变mRNA序列中的四个字母，这类新药理论上可以针对多种疾病。mRNA平台还有望加快选择、开发和制造疫苗所需的时间。</blockquote></p><p> On these high expectations, Moderna achieved a billion-dollar valuation within two years. Initially, the company focused its efforts on treatments for cancer, cardiovascular issues, and some rare diseases. However, developers were embattled with the problem of delivering mRNA to cells — too-strong doses set the body's immune system against the drug while too-weak doses proved ineffectual in fighting disease.</p><p><blockquote>在这些高期望下，Moderna在两年内实现了10亿美元的估值。最初，该公司将精力集中在癌症、心血管问题和一些罕见疾病的治疗上。然而，开发人员被将mRNA输送到细胞的问题所困扰——太强的剂量会使身体的免疫系统抵抗药物，而太弱的剂量被证明在对抗疾病方面无效。</blockquote></p><p> Over time, the company shifted to pursuing vaccines, which CEO Stéphane Bancel believed would demonstrate the viability of the technology. Moderna had nine vaccines that made it to clinical trials, although none achieved liftoff.</p><p><blockquote>随着时间的推移，该公司转向追求疫苗，首席执行官 Stéphane Bancel 认为这将证明该技术的可行性。Moderna 有九种疫苗进入临床试验，但没有一种成功。</blockquote></p><p> That changed when a deadly global pandemic hit, kicking off a vaccine race in the U.S. between Moderna and pharmaceutical titans like Pfizer (who also developed an mRNA vaccine in partnership with BioNTech) and Johnson &amp; Johnson.</p><p><blockquote>当致命的全球大流行袭击时，这种情况发生了变化，在美国引发了 Moderna 与辉瑞（辉瑞还与 BioNTech 合作开发了 mRNA 疫苗）和强生公司等制药巨头之间的疫苗竞赛。</blockquote></p><p> The company's decade of research iterating on the basic science behind mRNA proved consequential in its success in developing a coronavirus vaccine in record time. On January 11, 2020, Chinese scientists revealed the genetic sequence for SARS-CoV-2. By February 24, 2020, Moderna shipped thefirst dosesof its mRNA coronavirus vaccine to the NIAID to begin phase I trials. And in December of 2020, phase III trials demonstrated 94.1% efficacy against symptomatic COVID-19. The FDA subsequently approved Moderna's vaccine for emergency use in the United States, Canada, and the European Union.</p><p><blockquote>该公司十年来对mRNA背后的基础科学进行了反复研究，证明对其在创纪录的时间内成功开发出冠状病毒疫苗具有重要意义。2020年1月11日，中国科学家揭示了新型冠状病毒的基因序列。到2020年2月24日，Moderna向NIAID运送了第一剂mRNA冠状病毒疫苗，开始I期试验。2020 年 12 月，III 期试验证明对有症状的 COVID-19 有效率为 94.1%。FDA随后批准Moderna的疫苗在美国、加拿大和欧盟紧急使用。</blockquote></p><p> Moderna's COVID-19 vaccine marks its first — and only — commercially available product. On the back of strong demand for the vaccine, the company recorded its first-everprofitable quarterin Q1.</p><p><blockquote>Moderna 的 COVID-19 疫苗标志着其第一个也是唯一一个商业化产品。在疫苗需求强劲的推动下，该公司在第一季度录得了有史以来第一个盈利的季度。</blockquote></p><p> The company currently has 23 othervaccines and therapeuticsin its pipeline, including vaccines for the flu, HIV, and Cytomegalovirus (CMV), which causes birth defects in newborns, all using the same mRNA technology that has seen validation from the rollout of the COVID-19 vaccine.</p><p><blockquote>该公司目前在其产品线上还有 23 种其他疫苗和疗法，包括流感、艾滋病毒和导致新生儿出生缺陷的巨细胞病毒 (CMV) 疫苗，所有这些疫苗都使用的 mRNA 技术已在 COVID-19 疫苗的推出中得到验证。</blockquote></p><p> \"I think depending on your long-term outlook of what this company could do and all of the pipeline drugs that theoretically could come about over the next 10 years, based on those prospects, it could and should be one of the largest biotech companies in the world,\" Yee said.</p><p><blockquote>“我认为，根据您对这家公司所能做的事情的长期展望以及理论上未来 10 年可能出现的所有管道药物，基于这些前景，它可以而且应该成为世界上最大的生物技术公司之一，”Yee 说。</blockquote></p><p> <b>A bull market in biotech</b></p><p><blockquote><b>生物技术牛市</b></blockquote></p><p> The biotech industry has seen a phenomenal run-up in the last several years, and any pullbacks in the last six months should be viewed in that context, Yee also noted.</p><p><blockquote>Yee 还指出，生物技术行业在过去几年中出现了惊人的增长，过去六个月的任何回调都应该在这种背景下看待。</blockquote></p><p> \"It has been one of the biggest bull markets in biotech in the last three years,\" he said, citing high valuations as well as record numbers of financings, investment, and IPOs.</p><p><blockquote>“这是过去三年生物技术领域最大的牛市之一，”他说道，并列举了高估值以及创纪录数量的融资、投资和 IPO。</blockquote></p><p> Going forward, Yee expects more M&amp;A activity. \"Some of the large companies which are more mature, I think, are having some struggles. And the way they've solved that is often by buying smaller companies,\" he said. \"In the big picture, things have still been very good for biotech.\"</p><p><blockquote>展望未来，Yee 预计会有更多并购活动。“我认为，一些比较成熟的大公司正在经历一些挣扎。他们解决这个问题的方法通常是收购规模较小的公司，”他说。“从大局来看，生物技术的情况仍然非常好。”</blockquote></p><p></p>","source":"lsy1612507957220","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Moderna stock 'has taken on a life of its own' ahead of S&P 500 entrance<blockquote>Moderna 股票在标普500上市之前“有了自己的生命”</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\">\nModerna stock 'has taken on a life of its own' ahead of S&P 500 entrance<blockquote>Moderna 股票在标普500上市之前“有了自己的生命”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">finance.yahoo</strong><span class=\"h-time small\">2021-07-21 09:31</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Moderna (MRNA) is set to join the S&amp;P 500 index on Wednesday, replacing Alexion Pharmaceuticals Inc. (ALXN). The stock hassoaredamid the pandemic after its vaccine became instrumental in the fight against coronavirus.</p><p><blockquote>Moderna (MRNA) 将于周三加入标普500指数，取代 Alexion Pharmaceuticals Inc. (ALXN)。在其疫苗在抗击冠状病毒方面发挥作用后，该股在疫情大流行。</blockquote></p><p> Moderna stock has “taken on a life of its own,” Michael Yee, Managing Director and Senior Research Analyst at Jefferies, told Yahoo Finance (video above). “It's priced in a huge amount of assumptions over the next ten years that haven't played out yet. People believe it’s the Tesla of biotech.”</p><p><blockquote>杰富瑞（Jefferies）董事总经理兼高级研究分析师迈克尔-易（Michael Yee）告诉雅虎财经（上图视频），Moderna 的股票 “有了自己的生命”。“未来十年，它被大量的假设所定价，但这些假设尚未实现。人们认为这是生物技术的特斯拉”。</blockquote></p><p> That the biotech firm would be so well-recognized and valued at over $113 billion was no sure bet. For those who invested early in the company, that wager paid off.</p><p><blockquote>这家生物技术公司会如此广为人知，估值超过 1130 亿美元，这并不是一个确定的赌注。对于那些早期投资该公司的人来说，这一赌注得到了回报。</blockquote></p><p> \"Think about how fast they came up with nothing a year ago, and all of a sudden, they're doing $21 billion and have injected hundreds and hundreds and hundreds of millions of people with their drug safely,\" Yee said. \"That's a pretty big accomplishment.\"</p><p><blockquote>“想想一年前他们一无所获的速度有多快，突然之间，他们赚了 210 亿美元，并安全地为数亿人注射了药物，”易说。“这是一个相当大的成就。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bb60075c3a90de67d77af15634fd41fa\" tg-width=\"858\" tg-height=\"588\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>Moderna's rise to recognition</b></p><p><blockquote><b>Moderna的崛起</b></blockquote></p><p> The Cambridge, Massachusetts-based biotech company was founded in 2010 and spent its first two years instealth modedeveloping drugs using messenger RNA (mRNA).</p><p><blockquote>这家总部位于马萨诸塞州剑桥的生物技术公司成立于 2010 年，前两年一直在使用信使 RNA (mRNA) 开发药物。</blockquote></p><p> The promise of mRNA — what Moderna calls \"the software of life\" — in pharmaceuticals has been huge. Modified mRNA teaches cells how to produce the proteins needed to fight and prevent infection. By altering the four letters in an mRNA sequence, this new class of drugs can, in theory, target a wide range of illnesses. The mRNA platform also promises to accelerate the time it takes to select, develop, and manufacture vaccines.</p><p><blockquote>mRNA——现代评级公司的“生命软件”——在制药领域的前景是巨大的。修饰的mRNA教会细胞如何产生对抗和预防感染所需的蛋白质。通过改变mRNA序列中的四个字母，这类新药理论上可以针对多种疾病。mRNA平台还有望加快选择、开发和制造疫苗所需的时间。</blockquote></p><p> On these high expectations, Moderna achieved a billion-dollar valuation within two years. Initially, the company focused its efforts on treatments for cancer, cardiovascular issues, and some rare diseases. However, developers were embattled with the problem of delivering mRNA to cells — too-strong doses set the body's immune system against the drug while too-weak doses proved ineffectual in fighting disease.</p><p><blockquote>在这些高期望下，Moderna在两年内实现了10亿美元的估值。最初，该公司将精力集中在癌症、心血管问题和一些罕见疾病的治疗上。然而，开发人员被将mRNA输送到细胞的问题所困扰——太强的剂量会使身体的免疫系统抵抗药物，而太弱的剂量被证明在对抗疾病方面无效。</blockquote></p><p> Over time, the company shifted to pursuing vaccines, which CEO Stéphane Bancel believed would demonstrate the viability of the technology. Moderna had nine vaccines that made it to clinical trials, although none achieved liftoff.</p><p><blockquote>随着时间的推移，该公司转向追求疫苗，首席执行官 Stéphane Bancel 认为这将证明该技术的可行性。Moderna 有九种疫苗进入临床试验，但没有一种成功。</blockquote></p><p> That changed when a deadly global pandemic hit, kicking off a vaccine race in the U.S. between Moderna and pharmaceutical titans like Pfizer (who also developed an mRNA vaccine in partnership with BioNTech) and Johnson &amp; Johnson.</p><p><blockquote>当致命的全球大流行袭击时，这种情况发生了变化，在美国引发了 Moderna 与辉瑞（辉瑞还与 BioNTech 合作开发了 mRNA 疫苗）和强生公司等制药巨头之间的疫苗竞赛。</blockquote></p><p> The company's decade of research iterating on the basic science behind mRNA proved consequential in its success in developing a coronavirus vaccine in record time. On January 11, 2020, Chinese scientists revealed the genetic sequence for SARS-CoV-2. By February 24, 2020, Moderna shipped thefirst dosesof its mRNA coronavirus vaccine to the NIAID to begin phase I trials. And in December of 2020, phase III trials demonstrated 94.1% efficacy against symptomatic COVID-19. The FDA subsequently approved Moderna's vaccine for emergency use in the United States, Canada, and the European Union.</p><p><blockquote>该公司十年来对mRNA背后的基础科学进行了反复研究，证明对其在创纪录的时间内成功开发出冠状病毒疫苗具有重要意义。2020年1月11日，中国科学家揭示了新型冠状病毒的基因序列。到2020年2月24日，Moderna向NIAID运送了第一剂mRNA冠状病毒疫苗，开始I期试验。2020 年 12 月，III 期试验证明对有症状的 COVID-19 有效率为 94.1%。FDA随后批准Moderna的疫苗在美国、加拿大和欧盟紧急使用。</blockquote></p><p> Moderna's COVID-19 vaccine marks its first — and only — commercially available product. On the back of strong demand for the vaccine, the company recorded its first-everprofitable quarterin Q1.</p><p><blockquote>Moderna 的 COVID-19 疫苗标志着其第一个也是唯一一个商业化产品。在疫苗需求强劲的推动下，该公司在第一季度录得了有史以来第一个盈利的季度。</blockquote></p><p> The company currently has 23 othervaccines and therapeuticsin its pipeline, including vaccines for the flu, HIV, and Cytomegalovirus (CMV), which causes birth defects in newborns, all using the same mRNA technology that has seen validation from the rollout of the COVID-19 vaccine.</p><p><blockquote>该公司目前在其产品线上还有 23 种其他疫苗和疗法，包括流感、艾滋病毒和导致新生儿出生缺陷的巨细胞病毒 (CMV) 疫苗，所有这些疫苗都使用的 mRNA 技术已在 COVID-19 疫苗的推出中得到验证。</blockquote></p><p> \"I think depending on your long-term outlook of what this company could do and all of the pipeline drugs that theoretically could come about over the next 10 years, based on those prospects, it could and should be one of the largest biotech companies in the world,\" Yee said.</p><p><blockquote>“我认为，根据您对这家公司所能做的事情的长期展望以及理论上未来 10 年可能出现的所有管道药物，基于这些前景，它可以而且应该成为世界上最大的生物技术公司之一，”Yee 说。</blockquote></p><p> <b>A bull market in biotech</b></p><p><blockquote><b>生物技术牛市</b></blockquote></p><p> The biotech industry has seen a phenomenal run-up in the last several years, and any pullbacks in the last six months should be viewed in that context, Yee also noted.</p><p><blockquote>Yee 还指出，生物技术行业在过去几年中出现了惊人的增长，过去六个月的任何回调都应该在这种背景下看待。</blockquote></p><p> \"It has been one of the biggest bull markets in biotech in the last three years,\" he said, citing high valuations as well as record numbers of financings, investment, and IPOs.</p><p><blockquote>“这是过去三年生物技术领域最大的牛市之一，”他说道，并列举了高估值以及创纪录数量的融资、投资和 IPO。</blockquote></p><p> Going forward, Yee expects more M&amp;A activity. \"Some of the large companies which are more mature, I think, are having some struggles. And the way they've solved that is often by buying smaller companies,\" he said. \"In the big picture, things have still been very good for biotech.\"</p><p><blockquote>展望未来，Yee 预计会有更多并购活动。“我认为，一些比较成熟的大公司正在经历一些挣扎。他们解决这个问题的方法通常是收购规模较小的公司，”他说。“从大局来看，生物技术的情况仍然非常好。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/moderna-stock-sp-500-134049499.html\">finance.yahoo</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRNA":"Moderna, Inc."},"source_url":"https://finance.yahoo.com/news/moderna-stock-sp-500-134049499.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120529749","content_text":"Moderna (MRNA) is set to join the S&P 500 index on Wednesday, replacing Alexion Pharmaceuticals Inc. (ALXN). The stock hassoaredamid the pandemic after its vaccine became instrumental in the fight against coronavirus.\nModerna stock has “taken on a life of its own,” Michael Yee, Managing Director and Senior Research Analyst at Jefferies, told Yahoo Finance (video above). “It's priced in a huge amount of assumptions over the next ten years that haven't played out yet. People believe it’s the Tesla of biotech.”\nThat the biotech firm would be so well-recognized and valued at over $113 billion was no sure bet. For those who invested early in the company, that wager paid off.\n\"Think about how fast they came up with nothing a year ago, and all of a sudden, they're doing $21 billion and have injected hundreds and hundreds and hundreds of millions of people with their drug safely,\" Yee said. \"That's a pretty big accomplishment.\"\n\nModerna's rise to recognition\nThe Cambridge, Massachusetts-based biotech company was founded in 2010 and spent its first two years instealth modedeveloping drugs using messenger RNA (mRNA).\nThe promise of mRNA — what Moderna calls \"the software of life\" — in pharmaceuticals has been huge. Modified mRNA teaches cells how to produce the proteins needed to fight and prevent infection. By altering the four letters in an mRNA sequence, this new class of drugs can, in theory, target a wide range of illnesses. The mRNA platform also promises to accelerate the time it takes to select, develop, and manufacture vaccines.\nOn these high expectations, Moderna achieved a billion-dollar valuation within two years. Initially, the company focused its efforts on treatments for cancer, cardiovascular issues, and some rare diseases. However, developers were embattled with the problem of delivering mRNA to cells — too-strong doses set the body's immune system against the drug while too-weak doses proved ineffectual in fighting disease.\nOver time, the company shifted to pursuing vaccines, which CEO Stéphane Bancel believed would demonstrate the viability of the technology. Moderna had nine vaccines that made it to clinical trials, although none achieved liftoff.\nThat changed when a deadly global pandemic hit, kicking off a vaccine race in the U.S. between Moderna and pharmaceutical titans like Pfizer (who also developed an mRNA vaccine in partnership with BioNTech) and Johnson & Johnson.\nThe company's decade of research iterating on the basic science behind mRNA proved consequential in its success in developing a coronavirus vaccine in record time. On January 11, 2020, Chinese scientists revealed the genetic sequence for SARS-CoV-2. By February 24, 2020, Moderna shipped thefirst dosesof its mRNA coronavirus vaccine to the NIAID to begin phase I trials. And in December of 2020, phase III trials demonstrated 94.1% efficacy against symptomatic COVID-19. The FDA subsequently approved Moderna's vaccine for emergency use in the United States, Canada, and the European Union.\nModerna's COVID-19 vaccine marks its first — and only — commercially available product. On the back of strong demand for the vaccine, the company recorded its first-everprofitable quarterin Q1.\nThe company currently has 23 othervaccines and therapeuticsin its pipeline, including vaccines for the flu, HIV, and Cytomegalovirus (CMV), which causes birth defects in newborns, all using the same mRNA technology that has seen validation from the rollout of the COVID-19 vaccine.\n\"I think depending on your long-term outlook of what this company could do and all of the pipeline drugs that theoretically could come about over the next 10 years, based on those prospects, it could and should be one of the largest biotech companies in the world,\" Yee said.\nA bull market in biotech\nThe biotech industry has seen a phenomenal run-up in the last several years, and any pullbacks in the last six months should be viewed in that context, Yee also noted.\n\"It has been one of the biggest bull markets in biotech in the last three years,\" he said, citing high valuations as well as record numbers of financings, investment, and IPOs.\nGoing forward, Yee expects more M&A activity. \"Some of the large companies which are more mature, I think, are having some struggles. And the way they've solved that is often by buying smaller companies,\" he said. \"In the big picture, things have still been very good for biotech.\"","news_type":1,"symbols_score_info":{"ALXN":0.9,"MRNA":0.9}},"isVote":1,"tweetType":1,"viewCount":4372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}