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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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2021-07-30

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2021-08-10

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2021-07-24

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2021-07-20

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2021-07-16

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2021-07-03

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

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股票在进入标普500之前“已经拥有了自己的生命”</blockquote>

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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>华尔街预计<b>凯洛格公司</b>（纽约证券交易所股票代码：K）将在开盘前公布季度收益为每股1.02美元，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）报告第二季度亏损扩大，而销售额超出预期。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>康德乐健康公司</b>（纽约证券交易所股票代码：CAH）开盘前公布季度收益为每股1.20美元，营收为404.3亿美元。康德乐股价周三下跌1.1%，收于58.98美元。</li></ul><ul><li><b><a href=\"https://laohu8.com/S/BKNG\">预订控股</a>Inc</b>（纳斯达克：BKNG）公布第二季度亏损超出预期，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：VIAC）最近一个季度的营收为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。ViacomCBS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 </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>今天可能引起投资者关注的一些股票包括：</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>华尔街预计<b>凯洛格公司</b>（纽约证券交易所股票代码：K）将在开盘前公布季度收益为每股1.02美元，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）报告第二季度亏损扩大，而销售额超出预期。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>康德乐健康公司</b>（纽约证券交易所股票代码：CAH）开盘前公布季度收益为每股1.20美元，营收为404.3亿美元。康德乐股价周三下跌1.1%，收于58.98美元。</li></ul><ul><li><b><a href=\"https://laohu8.com/S/BKNG\">预订控股</a>Inc</b>（纳斯达克：BKNG）公布第二季度亏损超出预期，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：VIAC）最近一个季度的营收为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。ViacomCBS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","BKNG":"Booking Holdings","CAH":"卡地纳健康"},"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":{"CAH":0.9,"VIAC":0.9,"QNETCN":0.9,"BKNG":0.9,"K":0.9,"UBER":0.9}},"isVote":1,"tweetType":1,"viewCount":2234,"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":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583113201416266","authorIdStr":"3583113201416266"},"themes":[],"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":2986,"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":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583113201416266","authorIdStr":"3583113201416266"},"themes":[],"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.laohu8.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>辉瑞公司获得美国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$3.5 B的合同，生产5亿剂该公司与<a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>, <i>纽约邮报</i>报告。</li><li>这些疫苗将于明年年底前在世界各地分发。去年12月，辉瑞基于信使RNA的疫苗成为第一种获得FDA紧急使用授权的COVID-19疫苗。</li><li>几天后，美国政府将该疫苗的订单规模增加了1亿剂，使其订单总数达到2亿剂。</li><li>6月，据报道，辉瑞(PFE)同意向联邦政府提供5亿剂疫苗，并可选择再提供2亿剂。</li><li>该公司将在非盈利的基础上进行交付，这与美国在最初合同中支付的每次19.50美元不同。</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>辉瑞公司获得美国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>辉瑞公司获得美国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$3.5 B的合同，生产5亿剂该公司与<a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>, <i>纽约邮报</i>报告。</li><li>这些疫苗将于明年年底前在世界各地分发。去年12月，辉瑞基于信使RNA的疫苗成为第一种获得FDA紧急使用授权的COVID-19疫苗。</li><li>几天后，美国政府将该疫苗的订单规模增加了1亿剂，使其订单总数达到2亿剂。</li><li>6月，据报道，辉瑞(PFE)同意向联邦政府提供5亿剂疫苗，并可选择再提供2亿剂。</li><li>该公司将在非盈利的基础上进行交付，这与美国在最初合同中支付的每次19.50美元不同。</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":2933,"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":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583113201416266","authorIdStr":"3583113201416266"},"themes":[],"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":2829,"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":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583113201416266","authorIdStr":"3583113201416266"},"themes":[],"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":3074,"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":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583113201416266","authorIdStr":"3583113201416266"},"themes":[],"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.laohu8.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商业）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。大跌可能会很可怕。</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>但在道琼斯指数遭受重创的日子抛售股票通常是错误的做法。周二股市大幅反弹，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陷入另一场混乱。</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安然度过这波波动。</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>信安全球投资者首席策略师Seema Shah表示：“保持投资。”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较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。“如果病例在上升，但住院率仍然很低，那么政府的重新开放措施将继续下去。”</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，投资者应该更加挑剔。毕竟，标普500较2020年3月的大流行低点上涨了近一倍，并非所有股票和板块都将保持其势头。</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小幅回调。其中包括公用事业、医疗保健和其他支付高额股息并被认为是良好债券代理的公司。</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>现在不是退出市场的时候</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>旅游和零售行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回落。例如，美联航(UAL)在周二收盘后发布了乐观的前景。</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，他们应该会享受显着的反弹。”</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，股市可能仍然坎坷，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>荷宝多资产策略师Peter van der Welle表示：“过去几天的不确定性在短期内是合理的。”“但通货再膨胀交易应该有第二条腿。”</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>范德韦勒指出，尽管近期消费者信心有所下降，但仍有许多理由对消费者支出和零售额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——的任何谨慎都可能转瞬即逝。</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：“如果你是长期投资者，请利用这种波动性，增持你真正喜欢的公司和行业。”</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股票可能会出现最大的反弹。</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：“有些股票已经陷入困境，可能非常有吸引力。我们喜欢对经济敏感的行业。”他表示，银行和其他金融股、工业公司、零售商和能源股可能会大幅反弹。</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商业）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。大跌可能会很可怕。</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>但在道琼斯指数遭受重创的日子抛售股票通常是错误的做法。周二股市大幅反弹，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陷入另一场混乱。</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安然度过这波波动。</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>信安全球投资者首席策略师Seema Shah表示：“保持投资。”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较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。“如果病例在上升，但住院率仍然很低，那么政府的重新开放措施将继续下去。”</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，投资者应该更加挑剔。毕竟，标普500较2020年3月的大流行低点上涨了近一倍，并非所有股票和板块都将保持其势头。</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小幅回调。其中包括公用事业、医疗保健和其他支付高额股息并被认为是良好债券代理的公司。</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>现在不是退出市场的时候</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>旅游和零售行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回落。例如，美联航(UAL)在周二收盘后发布了乐观的前景。</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，他们应该会享受显着的反弹。”</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，股市可能仍然坎坷，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>荷宝多资产策略师Peter van der Welle表示：“过去几天的不确定性在短期内是合理的。”“但通货再膨胀交易应该有第二条腿。”</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>范德韦勒指出，尽管近期消费者信心有所下降，但仍有许多理由对消费者支出和零售额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——的任何谨慎都可能转瞬即逝。</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：“如果你是长期投资者，请利用这种波动性，增持你真正喜欢的公司和行业。”</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股票可能会出现最大的反弹。</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：“有些股票已经陷入困境，可能非常有吸引力。我们喜欢对经济敏感的行业。”他表示，银行和其他金融股、工业公司、零售商和能源股可能会大幅反弹。</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",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"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,".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2625,"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":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583113201416266","authorIdStr":"3583113201416266"},"themes":[],"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.laohu8.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股票在进入标普500之前“已经拥有了自己的生命”</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)。在其疫苗在对抗冠状病毒方面发挥作用后，该股在大流行期间飙升。</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Michael Yee告诉雅虎财经（上面的视频），Moderna股票已经“拥有了自己的生命”。“它的定价包含了未来十年尚未实现的大量假设。人们相信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得到如此广泛的认可并估值超过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>“想想看，一年前他们什么也没拿出，但突然之间，他们就赚了210亿美元，并为数以亿计的人安全地注射了药物，”Yee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获得认可</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，头两年一直在秘密开发使用信使RNA(mRNA)的药物。</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，这种新型药物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>在这些高期望上，Moderna在两年内实现了10亿美元的估值。最初，该公司专注于癌症、心血管问题和一些罕见疾病的治疗。然而，开发人员面临着向细胞输送mRNA的问题——太强的剂量会使人体的免疫系统对药物产生抵抗力，而太弱的剂量则被证明对对抗疾病无效。</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，该公司转向开发疫苗，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，但没有一种疫苗成功上市。</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来袭时，情况发生了变化，Moderna与辉瑞（辉瑞也与BioNTech合作开发了mRNA疫苗）和强生等制药巨头在美国开始了疫苗竞赛。</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>事实证明，该公司对mRNA背后的基础科学进行了十年的迭代研究，对其在创纪录的时间内成功开发出冠状病毒疫苗至关重要。2020年1月11日，中国科学家揭示了新型冠状病毒病毒的基因序列。到2020年2月24日，Moderna将第一剂mRNA冠状病毒疫苗运送到NIAID，开始I期试验。2020年12月，III期试验显示对有症状的COVID-19有94.1%的疗效。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的产品。由于对疫苗的强劲需求，该公司在第一季度首次实现盈利。</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>该公司目前还有23种其他疫苗和治疗药物，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相同的mRNA技术，该技术已在COVID-19的推出中得到验证-19疫苗。</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，根据你对这家公司可以做什么的长期前景以及理论上未来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经历了惊人的增长，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，”他表示，并引用了高估值以及创纪录的融资、投资和IPO数量。</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预计并购活动将会增加。“我认为，一些更成熟的大公司正在遇到一些困难。他们解决这个问题的方法通常是收购较小的公司，”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股票在进入标普500之前“已经拥有了自己的生命”</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股票在进入标普500之前“已经拥有了自己的生命”</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)。在其疫苗在对抗冠状病毒方面发挥作用后，该股在大流行期间飙升。</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Michael Yee告诉雅虎财经（上面的视频），Moderna股票已经“拥有了自己的生命”。“它的定价包含了未来十年尚未实现的大量假设。人们相信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得到如此广泛的认可并估值超过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>“想想看，一年前他们什么也没拿出，但突然之间，他们就赚了210亿美元，并为数以亿计的人安全地注射了药物，”Yee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获得认可</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，头两年一直在秘密开发使用信使RNA(mRNA)的药物。</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，这种新型药物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>在这些高期望上，Moderna在两年内实现了10亿美元的估值。最初，该公司专注于癌症、心血管问题和一些罕见疾病的治疗。然而，开发人员面临着向细胞输送mRNA的问题——太强的剂量会使人体的免疫系统对药物产生抵抗力，而太弱的剂量则被证明对对抗疾病无效。</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，该公司转向开发疫苗，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，但没有一种疫苗成功上市。</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来袭时，情况发生了变化，Moderna与辉瑞（辉瑞也与BioNTech合作开发了mRNA疫苗）和强生等制药巨头在美国开始了疫苗竞赛。</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>事实证明，该公司对mRNA背后的基础科学进行了十年的迭代研究，对其在创纪录的时间内成功开发出冠状病毒疫苗至关重要。2020年1月11日，中国科学家揭示了新型冠状病毒病毒的基因序列。到2020年2月24日，Moderna将第一剂mRNA冠状病毒疫苗运送到NIAID，开始I期试验。2020年12月，III期试验显示对有症状的COVID-19有94.1%的疗效。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的产品。由于对疫苗的强劲需求，该公司在第一季度首次实现盈利。</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>该公司目前还有23种其他疫苗和治疗药物，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相同的mRNA技术，该技术已在COVID-19的推出中得到验证-19疫苗。</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，根据你对这家公司可以做什么的长期前景以及理论上未来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经历了惊人的增长，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，”他表示，并引用了高估值以及创纪录的融资、投资和IPO数量。</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预计并购活动将会增加。“我认为，一些更成熟的大公司正在遇到一些困难。他们解决这个问题的方法通常是收购较小的公司，”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":{"ALXN":"亚力兄制药","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":3372,"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":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583113201416266","authorIdStr":"3583113201416266"},"themes":[],"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":2899,"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":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583113201416266","authorIdStr":"3583113201416266"},"themes":[],"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":2023,"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":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583113201416266","authorIdStr":"3583113201416266"},"themes":[],"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":513,"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":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583113201416266","authorIdStr":"3583113201416266"},"themes":[],"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":572,"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":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583113201416266","authorIdStr":"3583113201416266"},"themes":[],"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":760,"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":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583113201416266","authorIdStr":"3583113201416266"},"themes":[],"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.laohu8.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。四季度将于三月份结束，即第一季度；六月，或第二季度；九月，或第三季度；以及12月，或第四季度。对于投资者来说，这被认为是重要的时期。许多企业、分析师、政府机构和美联储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来证实这种做法或其普遍性，但这个想法强化了一个季度末意义重大的概念。</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，而且很少像在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中的资产以维持目标比率。2考虑一位投资者，他希望自己的投资组合由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型股票和债券，以使投资组合回到50-25-25的分割。</blockquote></p><p> KEY TAKEAWAYS</p><p><blockquote>关键要点</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>对于投资者来说，被称为财务季度的三个月结束被认为是一个重要的时间。</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重新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价卖出来交易表现良好资产的收益，以换取更多表现不佳的资产。从理论上讲，这有助于保护投资组合不会暴露太多或偏离其原始策略太远。然而，将再平衡与季度末挂钩依赖于任意的日历事件，这些事件可能与市场走势不一致。然而，季度末出现的新报告的汇合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>考虑在季度末调整投资组合的不仅仅是个人投资者。投资组合管理对于机构投资者也很重要，例如共同基金和交易所交易基金(ETF)。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：主动型和被动型。4被动型基金通常将其投资组合与市场指数挂钩，涉及较少的变化，以换取较低的管理费。对于这些类型的基金来说，季度末并不那么重要，尽管如果它们的基准指数此时发生变化，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>主动型基金有一位经理或经理团队，他们采取更积极的方法来击败市场平均回报。这些基金在季度末可能非常活跃，特别是如果他们的投资组合需要调整以满足他们之前制定的目标和策略。</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。四季度将于三月份结束，即第一季度；六月，或第二季度；九月，或第三季度；以及12月，或第四季度。对于投资者来说，这被认为是重要的时期。许多企业、分析师、政府机构和美联储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来证实这种做法或其普遍性，但这个想法强化了一个季度末意义重大的概念。</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，而且很少像在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中的资产以维持目标比率。2考虑一位投资者，他希望自己的投资组合由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型股票和债券，以使投资组合回到50-25-25的分割。</blockquote></p><p> KEY TAKEAWAYS</p><p><blockquote>关键要点</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>对于投资者来说，被称为财务季度的三个月结束被认为是一个重要的时间。</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重新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价卖出来交易表现良好资产的收益，以换取更多表现不佳的资产。从理论上讲，这有助于保护投资组合不会暴露太多或偏离其原始策略太远。然而，将再平衡与季度末挂钩依赖于任意的日历事件，这些事件可能与市场走势不一致。然而，季度末出现的新报告的汇合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>考虑在季度末调整投资组合的不仅仅是个人投资者。投资组合管理对于机构投资者也很重要，例如共同基金和交易所交易基金(ETF)。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：主动型和被动型。4被动型基金通常将其投资组合与市场指数挂钩，涉及较少的变化，以换取较低的管理费。对于这些类型的基金来说，季度末并不那么重要，尽管如果它们的基准指数此时发生变化，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>主动型基金有一位经理或经理团队，他们采取更积极的方法来击败市场平均回报。这些基金在季度末可能非常活跃，特别是如果他们的投资组合需要调整以满足他们之前制定的目标和策略。</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":638,"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":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583113201416266","authorIdStr":"3583113201416266"},"themes":[],"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.laohu8.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>蔚来的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月份的交付量以令人印象深刻的速度增长。</li><li>得益于蔚来旗舰车型ES6的强劲同比增长，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>蔚来将克服生产挫折，并在2021年下半年提高产量。</li></ul><p class=\"t-img-caption\"><span>peterschreiber.media/iStock来自Getty Images</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的增长潜力。</blockquote></p><p> <b>Shipping volumes are accelerating</b></p><p><blockquote><b>出货量正在加速</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。此次短缺将使蔚来工厂的产量从每月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的根源在于COVID-19大流行。随着越来越多的人开始在家工作，消费电子行业对半导体的需求急剧增加，而汽车行业的芯片需求反弹速度快于预期，导致全球半导体短缺，抑制了美国到中国的汽车生产。蔚来对工厂产出下降的指导降低了交付预期，但恢复三位数的增长率现在可能会推动蔚来股价再次走高。</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>虽然暂时的产量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准备好反弹。蔚来6月份的交付量令人印象深刻，市场可能低估了蔚来今年电动汽车交付量以三位数增长的能力。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。蔚来第二季度的月度和季度交付总量创下纪录，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车型增长最大。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。EC6的可比数据不可用，因为该车型在去年第二季度之后才开始交付。蔚来6月交付报告中值得注意的是，与上个月相比，航运增长正在加快，这可能被视为蔚来交付能力被低估的迹象。5月份，蔚来交付汽车6,711辆，同比增长率为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，该电动汽车制造商并未充分利用该产能。一旦芯片短缺问题得到缓解（预计下半年的情况），我们应该会看到蔚来工厂产量和交付量稳步上升。增长的速度将不太取决于需求，而是取决于供应短缺的严重程度。半导体短缺是影响蔚来在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>中国的电动汽车市场非常有弹性，对零排放乘用车的需求不会因为生产延迟而消失，这对中国电动汽车制造商来说可能是一种奢侈问题。蔚来今年在华电动汽车销量激增，但随着该行业解决供应问题，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)于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。21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21年第3季度和21年第4季度交付量的估计如下图所示，并假设蔚来的ES6交付能力将有所提高，并且到年底季度产量将持续升级至30,000辆。到年底实现约30,000辆汽车的季度产量是现实的，而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辆汽车（包括所有三种车型），如果出货量继续增长，蔚来甚至可能能够突破100,000辆大关今年最后两个季度以强劲的速度加速。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%。2021年前六个月，蔚来已交付41,956辆，占我2021财年交付预期的43%。随着下半年生产恢复正常，蔚来应该能够创造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>蔚来的销售增长很便宜</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>电动汽车制造商的价格并不便宜，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，估值乘数因素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中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>数据来自YCharts</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一个主要风险因素，它将对蔚来第三季度和第四季度的产量产生影响...这将低于电位。随着下半年情况慢慢正常化，蔚来应该能够提高工厂产量和交付量。虽然交付增长率受到蔚来运营之外因素的影响，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全面生产可能会为股价升值创造沃土。</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>随着芯片供应短缺的缓解，蔚来在2021年的增长速度可能会快于预期，下半年的强劲反弹可能会推动蔚来达到关键的10万辆年交付里程碑。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，随着下半年工厂产出正常化，2021年全年交付量有可能同比增长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>蔚来的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>蔚来的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月份的交付量以令人印象深刻的速度增长。</li><li>得益于蔚来旗舰车型ES6的强劲同比增长，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>蔚来将克服生产挫折，并在2021年下半年提高产量。</li></ul><p class=\"t-img-caption\"><span>peterschreiber.media/iStock来自Getty Images</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的增长潜力。</blockquote></p><p> <b>Shipping volumes are accelerating</b></p><p><blockquote><b>出货量正在加速</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。此次短缺将使蔚来工厂的产量从每月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的根源在于COVID-19大流行。随着越来越多的人开始在家工作，消费电子行业对半导体的需求急剧增加，而汽车行业的芯片需求反弹速度快于预期，导致全球半导体短缺，抑制了美国到中国的汽车生产。蔚来对工厂产出下降的指导降低了交付预期，但恢复三位数的增长率现在可能会推动蔚来股价再次走高。</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>虽然暂时的产量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准备好反弹。蔚来6月份的交付量令人印象深刻，市场可能低估了蔚来今年电动汽车交付量以三位数增长的能力。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。蔚来第二季度的月度和季度交付总量创下纪录，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车型增长最大。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。EC6的可比数据不可用，因为该车型在去年第二季度之后才开始交付。蔚来6月交付报告中值得注意的是，与上个月相比，航运增长正在加快，这可能被视为蔚来交付能力被低估的迹象。5月份，蔚来交付汽车6,711辆，同比增长率为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，该电动汽车制造商并未充分利用该产能。一旦芯片短缺问题得到缓解（预计下半年的情况），我们应该会看到蔚来工厂产量和交付量稳步上升。增长的速度将不太取决于需求，而是取决于供应短缺的严重程度。半导体短缺是影响蔚来在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>中国的电动汽车市场非常有弹性，对零排放乘用车的需求不会因为生产延迟而消失，这对中国电动汽车制造商来说可能是一种奢侈问题。蔚来今年在华电动汽车销量激增，但随着该行业解决供应问题，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)于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。21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21年第3季度和21年第4季度交付量的估计如下图所示，并假设蔚来的ES6交付能力将有所提高，并且到年底季度产量将持续升级至30,000辆。到年底实现约30,000辆汽车的季度产量是现实的，而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辆汽车（包括所有三种车型），如果出货量继续增长，蔚来甚至可能能够突破100,000辆大关今年最后两个季度以强劲的速度加速。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%。2021年前六个月，蔚来已交付41,956辆，占我2021财年交付预期的43%。随着下半年生产恢复正常，蔚来应该能够创造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>蔚来的销售增长很便宜</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>电动汽车制造商的价格并不便宜，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，估值乘数因素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中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>数据来自YCharts</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一个主要风险因素，它将对蔚来第三季度和第四季度的产量产生影响...这将低于电位。随着下半年情况慢慢正常化，蔚来应该能够提高工厂产量和交付量。虽然交付增长率受到蔚来运营之外因素的影响，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全面生产可能会为股价升值创造沃土。</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>随着芯片供应短缺的缓解，蔚来在2021年的增长速度可能会快于预期，下半年的强劲反弹可能会推动蔚来达到关键的10万辆年交付里程碑。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，随着下半年工厂产出正常化，2021年全年交付量有可能同比增长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":467,"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":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583113201416266","authorIdStr":"3583113201416266"},"themes":[],"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","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1625151197,"share":"https://www.laohu8.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月交付量创历史新高：哪家电动汽车制造商表现出色？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2148295558","media":"Benzinga","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）报告了6月份的出色交付量，导致其股价周四走高。</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>蔚来的交付量同比增长116.1%，小鹏汽车的交付量同比增长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的4,730辆智能紧凑型SUV G3的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的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的导航引导飞行员(NGP)高速公路解决方案吸引了广泛的客户吸引力，强化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：第二季度与指引相比如何：</b>蔚来的季度销量达到创纪录的21,896辆，落在该公司21,000-22,000辆的指导范围内。该公司指出，第二季度标志着连续第五年环比增长。</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>小鹏汽车还公布了创纪录的第二季度交付量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>蔚来已扩展到挪威，并有望在挪威销售其ES8。据报道，该公司还对一款迎合中低端市场的车型感兴趣。蔚来1月份推出的备受羡慕的ET7轿车很可能会在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G3的全新中期改款版本G3i SUV，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，预计在第四季度交付。</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将成为全球首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>价格走势：</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，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月交付量创历史新高：哪家电动汽车制造商表现出色？</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月交付量创历史新高：哪家电动汽车制造商表现出色？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-07-01 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）报告了6月份的出色交付量，导致其股价周四走高。</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>蔚来的交付量同比增长116.1%，小鹏汽车的交付量同比增长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的4,730辆智能紧凑型SUV G3的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的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的导航引导飞行员(NGP)高速公路解决方案吸引了广泛的客户吸引力，强化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：第二季度与指引相比如何：</b>蔚来的季度销量达到创纪录的21,896辆，落在该公司21,000-22,000辆的指导范围内。该公司指出，第二季度标志着连续第五年环比增长。</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>小鹏汽车还公布了创纪录的第二季度交付量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>蔚来已扩展到挪威，并有望在挪威销售其ES8。据报道，该公司还对一款迎合中低端市场的车型感兴趣。蔚来1月份推出的备受羡慕的ET7轿车很可能会在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G3的全新中期改款版本G3i SUV，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，预计在第四季度交付。</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将成为全球首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>价格走势：</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，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":"小鹏汽车"},"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":599,"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":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583113201416266","authorIdStr":"3583113201416266"},"themes":[],"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.laohu8.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（为什么它比大公司更好）</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。它能打败这个领域的巨头：亚马逊、微软、Akamai吗？</li><li>Cloudflare有一个软件定义的网络或SDN，这为它提供了一个更加灵活和可编程的网络。</li><li>随着物联网即将爆发，很大一部分数据将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</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值得其溢价。自那以后，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可以被该领域的大玩家压垮。当然，这个行业有亚马逊（AMZN）、谷歌（GOOG）（GOOGL）、微软（MSFT）和Akamai（AKAM）等巨头，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有一些特殊的东西可以保护它免受这个领域巨头的攻击。当然，他们会在那里，他们会占据一定比例的市场，甚至可能是大多数，但对于如此巨大的市场来说，这并不重要。毕竟，对于边缘云来说，我们大约是十多年前核心云（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，先想一想。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，但只有极少数公司拥有这一点。大多数情况下，他们是我们世界上最大的公司。因此，你可能会说这个头衔应该是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词。</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是一家大型纯传统企业，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。如果您知道Cloudflare有大约200个POP，您可能会认为它不可能与Akamai竞争。</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>但总的来说，POPs和CDN都是商品、尖端技术，这就是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，但我将尝试在Cloudflare和CDN的上下文中解释这意味着什么。我们必须变得有点技术性，但我会尽量简化而不降低它。</blockquote></p><p> <b>SDN</b></p><p><blockquote><b>SDN</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能力。</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设施分开。那样的话，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。此图显示了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，转发层（处理流量）和控制层在SDN结构中是分开的。</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>因为在我们的社会中有如此多的数据被使用，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，分层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提供了更大的灵活性和控制力，因为您可以集中适应。这意味着整个网络变得可直接编程，而不是所有单独的部分单独编程。当然，这节省了大量时间，并确保更新可以更容易地部署。它使得SDN有些类似于云计算。</blockquote></p><p> Cloudflare itself&nbsp;gives a great analogy between SDN and hierarchical networking:</p><p><blockquote>Cloudflare本身对SDN和分层网络进行了很好的类比：</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：对打字文章的任何更改都意味着必须重新打字，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（存在点，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的结构使其POP之间的网络也可编程，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。这些设备会产生大量的数据。我们所知的云计算非常有效，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>除了那些问题，你如何处理海量的数据？一种解决方案是将其存储在巨大的数据湖中，这就是为什么像Snowflake（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。它可以在生成数据的设备上处理和存储数据，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的POP可能较少，但它们是作为SDN架构从头开始构建的，功能更加强大，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Amazon、Google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，现在由于其规模而处于劣势。几乎不可能从头再来。Akamai、微软、Google和Amazon都在开发自己的边缘计算能力，但由于它们的架构劣势，它们的边缘计算性能不会像Cloudflare那样。由于Cloudflare的SDN结构更具可编程性和灵活性，客户可以在全球范围内更好地控制整个网络，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。pop也更好地相互连接。Cloudflare的联合创始人Lee Holloway是一位悲惨的计算机天才，他为Cloudflare的灵活架构奠定了基础，这就是Cloudflare的网络拥有现在的结构和功能的原因。</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·贝索斯曾说过：“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也有同样的想法，而且他并不害怕表现出来，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>护城河和应用</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应用程序，这是一个结果。</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：网络可以自动检测和避免问题区域、中断、DDoS攻击等。</li><li>自动选择最佳分发形式（云、本地、多云）</li><li>根据内容形式（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的到来，这只会加速。有如此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，以应对另一辆车的不可预见的动作。理想情况下，这些汽车可以相互通信以避免碰撞，但您不希望那里有延迟。流量也可以更加分布式，例如，以数据流量的分布式方式。</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>这种优势对于健康设备拥有持续快速的互联网也至关重要。如果有人被监测心脏问题，他的心脏衰竭了，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，边缘更快（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，我从在可口可乐英国公司计算机部门工作的人那里了解到，他们所有的冰箱都连接到边缘云。它们都可以集中控制。如果一个不工作，如果所有的温度都要适应，如果一个用电多，这都可以看到。</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>Cloudflare可以轻松转变策略，因为它具有精益和灵活的底层结构。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对其进行修改，以使其网站、应用程序或API更快、更安全。今天，我们向世界其他地方开放了这一通道。这导致了边缘计算。Cloudflare已经在2017年推出了Cloudflare Workers。这是Cloudflare首席执行官Matthew Prince一年前写的关于员工的文章：</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>我们在大约三年前宣布了Cloudflare Workers，它在过去两年中已经普遍可用。在那段时间里，我们看到成千上万的开发人员编写了数千万行代码，这些代码现在在Cloudflare的网络中运行。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>在服务器之间。</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·普林斯已经改变了他所看到的现实的想法。他评级了Matthew的开发者需求层次：</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>这是一个新的计算时代的开始，有许多方式可以发展。CDN不再仅仅意味着快速分发和安全，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显然具有领先优势和先发优势，由于其分层结构，Akamai或Limelight Networks(LLNW)等CDN多年来几乎不可能超越我们潜在的多包商。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边缘计算的强大编程能力，因为边缘服务器之间没有直接连接。</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像现在的云计算一样大，它可能会夺走AWS、Azure和其他公司的一部分市场。并不是说这些会缩小。数据的爆炸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，这将会更多。</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）都转化为应用程序，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>在本文中，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该行业以及Cloudflare为何具有竞争优势。</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上发挥重要作用。但由于其架构优势，Cloudflare在质量和速度方面占上风。其可编程网络的可选性远高于其他玩家。</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（为什么它比大公司更好）</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（为什么它比大公司更好）</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。它能打败这个领域的巨头：亚马逊、微软、Akamai吗？</li><li>Cloudflare有一个软件定义的网络或SDN，这为它提供了一个更加灵活和可编程的网络。</li><li>随着物联网即将爆发，很大一部分数据将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</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值得其溢价。自那以后，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可以被该领域的大玩家压垮。当然，这个行业有亚马逊（AMZN）、谷歌（GOOG）（GOOGL）、微软（MSFT）和Akamai（AKAM）等巨头，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有一些特殊的东西可以保护它免受这个领域巨头的攻击。当然，他们会在那里，他们会占据一定比例的市场，甚至可能是大多数，但对于如此巨大的市场来说，这并不重要。毕竟，对于边缘云来说，我们大约是十多年前核心云（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，先想一想。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，但只有极少数公司拥有这一点。大多数情况下，他们是我们世界上最大的公司。因此，你可能会说这个头衔应该是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词。</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是一家大型纯传统企业，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。如果您知道Cloudflare有大约200个POP，您可能会认为它不可能与Akamai竞争。</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>但总的来说，POPs和CDN都是商品、尖端技术，这就是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，但我将尝试在Cloudflare和CDN的上下文中解释这意味着什么。我们必须变得有点技术性，但我会尽量简化而不降低它。</blockquote></p><p> <b>SDN</b></p><p><blockquote><b>SDN</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能力。</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设施分开。那样的话，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。此图显示了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，转发层（处理流量）和控制层在SDN结构中是分开的。</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>因为在我们的社会中有如此多的数据被使用，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，分层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提供了更大的灵活性和控制力，因为您可以集中适应。这意味着整个网络变得可直接编程，而不是所有单独的部分单独编程。当然，这节省了大量时间，并确保更新可以更容易地部署。它使得SDN有些类似于云计算。</blockquote></p><p> Cloudflare itself&nbsp;gives a great analogy between SDN and hierarchical networking:</p><p><blockquote>Cloudflare本身对SDN和分层网络进行了很好的类比：</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：对打字文章的任何更改都意味着必须重新打字，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（存在点，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的结构使其POP之间的网络也可编程，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。这些设备会产生大量的数据。我们所知的云计算非常有效，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>除了那些问题，你如何处理海量的数据？一种解决方案是将其存储在巨大的数据湖中，这就是为什么像Snowflake（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。它可以在生成数据的设备上处理和存储数据，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的POP可能较少，但它们是作为SDN架构从头开始构建的，功能更加强大，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Amazon、Google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，现在由于其规模而处于劣势。几乎不可能从头再来。Akamai、微软、Google和Amazon都在开发自己的边缘计算能力，但由于它们的架构劣势，它们的边缘计算性能不会像Cloudflare那样。由于Cloudflare的SDN结构更具可编程性和灵活性，客户可以在全球范围内更好地控制整个网络，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。pop也更好地相互连接。Cloudflare的联合创始人Lee Holloway是一位悲惨的计算机天才，他为Cloudflare的灵活架构奠定了基础，这就是Cloudflare的网络拥有现在的结构和功能的原因。</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·贝索斯曾说过：“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也有同样的想法，而且他并不害怕表现出来，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>护城河和应用</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应用程序，这是一个结果。</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：网络可以自动检测和避免问题区域、中断、DDoS攻击等。</li><li>自动选择最佳分发形式（云、本地、多云）</li><li>根据内容形式（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的到来，这只会加速。有如此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，以应对另一辆车的不可预见的动作。理想情况下，这些汽车可以相互通信以避免碰撞，但您不希望那里有延迟。流量也可以更加分布式，例如，以数据流量的分布式方式。</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>这种优势对于健康设备拥有持续快速的互联网也至关重要。如果有人被监测心脏问题，他的心脏衰竭了，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，边缘更快（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，我从在可口可乐英国公司计算机部门工作的人那里了解到，他们所有的冰箱都连接到边缘云。它们都可以集中控制。如果一个不工作，如果所有的温度都要适应，如果一个用电多，这都可以看到。</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>Cloudflare可以轻松转变策略，因为它具有精益和灵活的底层结构。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对其进行修改，以使其网站、应用程序或API更快、更安全。今天，我们向世界其他地方开放了这一通道。这导致了边缘计算。Cloudflare已经在2017年推出了Cloudflare Workers。这是Cloudflare首席执行官Matthew Prince一年前写的关于员工的文章：</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>我们在大约三年前宣布了Cloudflare Workers，它在过去两年中已经普遍可用。在那段时间里，我们看到成千上万的开发人员编写了数千万行代码，这些代码现在在Cloudflare的网络中运行。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>在服务器之间。</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·普林斯已经改变了他所看到的现实的想法。他评级了Matthew的开发者需求层次：</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>这是一个新的计算时代的开始，有许多方式可以发展。CDN不再仅仅意味着快速分发和安全，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显然具有领先优势和先发优势，由于其分层结构，Akamai或Limelight Networks(LLNW)等CDN多年来几乎不可能超越我们潜在的多包商。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边缘计算的强大编程能力，因为边缘服务器之间没有直接连接。</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像现在的云计算一样大，它可能会夺走AWS、Azure和其他公司的一部分市场。并不是说这些会缩小。数据的爆炸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，这将会更多。</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）都转化为应用程序，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>在本文中，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该行业以及Cloudflare为何具有竞争优势。</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上发挥重要作用。但由于其架构优势，Cloudflare在质量和速度方面占上风。其可编程网络的可选性远高于其他玩家。</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":718,"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":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583113201416266","authorIdStr":"3583113201416266"},"themes":[],"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.laohu8.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，投资者在本月和本季度结束时基本上摆脱了积极的经济数据，并期待周五备受期待的就业报告。</blockquote></p><p> In the last session of 2021’s first half, the indexes were languid and range-bound, with the blue-chip Dow posting gains, while the Nasdaq edged lower.</p><p><blockquote>在2021年上半年的最后一个交易日，股指低迷且区间震荡，蓝筹股道指上涨，而纳斯达克则小幅走低。</blockquote></p><p> All three indexes posted their fifth consecutive quarterly gains, with the S&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>三大指数均连续第五个季度上涨，标准普尔指数上涨8.2%，纳斯达克指数上涨9.5%，道指上涨4.6%。标普500上半年表现为1998年以来第二好，上涨14.5%。</blockquote></p><p> “It’s been a good quarter,” said Robert Pavlik, senior portfolio manager at Dakota Wealth in Fairfield, Connecticut. “As of last night’s close, the S&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>“这是一个不错的季度，”康涅狄格州费尔菲尔德Dakota Wealth的高级投资组合经理罗伯特·帕夫利克(Robert Pavlik)表示。“截至昨晚收盘，标普今年迄今已上涨超过14%，超过道指和纳斯达克。这表明股市正在出现广泛反弹。”</blockquote></p><p> For the month, the bellwether S&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连续第五次上涨，而道琼斯指数结束了四个月的连涨，小幅收低。纳斯达克在6月份也取得了进展。</blockquote></p><p> This month, investor appetite shifted away from economically sensitive cyclicals in favor of growth stocks.</p><p><blockquote>本月，投资者的兴趣从对经济敏感的周期性股票转向成长型股票。</blockquote></p><p> “Leading sectors year-to-date are what you’d expect,” Pavlik added. “Energy, financials and industrials, and that speaks to an economic environment that’s in the early stages of a cycle.”</p><p><blockquote>“今年迄今为止的领先行业正如你所预期的那样，”帕夫利克补充道。“能源、金融和工业，这表明经济环境正处于周期的早期阶段。”</blockquote></p><p> “(Investors) started the switch back to growth (stocks) after people started to buy in to (Fed Chair Jerome) Powell’s comments that focus on transitory inflation,” Pavlik added.</p><p><blockquote>帕夫利克补充道：“在人们开始接受（美联储主席杰罗姆）鲍威尔关注暂时性通胀的言论后，（投资者）开始转向增长（股票）。”</blockquote></p><p> “Some of the reopening trades have gotten a bit long in the tooth and that’s leading people back to growth.”</p><p><blockquote>“一些重新开放的交易已经持续了一段时间，这正在引导人们恢复增长。”</blockquote></p><p> (Graphic: Growths stocks outperform value in June, narrow YTD gap, )</p><p><blockquote>（图：6月份成长股跑赢价值股，年初至今差距缩小，）</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5b82b4dfdc765d913811f9d8572e60f6\" tg-width=\"964\" tg-height=\"723\" referrerpolicy=\"no-referrer\">“The overall stock market continues to be on a tear, with very consistent gains for quite some time,” said Tim Ghriskey, chief investment strategist at Inverness Counsel in New York. “Valuations, while certainly high by historical standards, have been at a fairly consistent level, benefiting from the economic recovery.”</p><p><blockquote>纽约Inverness Counsel首席投资策略师蒂姆·格里斯基(Tim Ghriskey)表示：“整体股市继续上涨，在相当长一段时间内持续上涨。”“虽然按照历史标准来看估值肯定很高，但受益于经济复苏，估值一直处于相当稳定的水平。”</blockquote></p><p> The private sector added 692,000 jobs in June, breezing past expectations, according to payroll processor ADP. The number is 92,000 higher than the private payroll adds economists predict from the Labor Department’s more comprehensive employment report due on Friday.</p><p><blockquote>根据薪资处理机构ADP的数据，私营部门6月份增加了692,000个就业岗位，轻松超出预期。这一数字比经济学家在劳工部周五发布的更全面的就业报告中预测的私人就业人数高出92,000人。</blockquote></p><p> The Dow Jones Industrial Average rose 210.22 points, or 0.61%, to 34,502.51, the S&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，涨幅0.61%，至34,502.51点；标普500上涨5.7点，涨幅0.13%，至4,297.5点；纳斯达克综合指数下跌24.38点，涨幅0.17%，至14,503.95点。</blockquote></p><p> Among the 11 major sectors in the S&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11个主要板块中，有6个板块收高，其中能源板块涨幅最大。房地产是当天最大的输家。</blockquote></p><p> Boeing Co gained 1.6% after Germany’s defense ministry announced it would buy five of the planemaker’s P-8A maritime control aircraft, coming on the heels of United Airlines unveiling its largest-ever order for new planes.</p><p><blockquote>德国国防部宣布将购买该飞机制造商的五架P-8A海上控制飞机，波音公司股价上涨1.6%，此前联合航空公布了有史以来最大的新飞机订单。</blockquote></p><p> Walmart jumped 2.7% after announcing on Tuesday that it would start selling a prescription-only insulin analog.</p><p><blockquote>沃尔玛周二宣布将开始销售仅限处方的胰岛素类似物，股价上涨2.7%。</blockquote></p><p> Micron Technology advanced 2.5% ahead of its quarterly earnings release, but was relatively unchanged in after-hours trading following the chipmaker’s quarterly results.</p><p><blockquote>美光科技在季度财报发布前上涨2.5%，但在芯片制造商公布季度业绩后，盘后交易中相对没有变化。</blockquote></p><p> Advancing issues outnumbered declining ones on the NYSE by a 1.35-to-1 ratio; on Nasdaq, a 1.19-to-1 ratio favored decliners.</p><p><blockquote>纽约证券交易所上涨股与下跌股的比例为1.35比1；在纳斯达克，1.19比1的比率有利于下跌股。</blockquote></p><p> The S&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，无新低；纳斯达克综合指数录得70个新高和36个新低。</blockquote></p><p> Volume on U.S. exchanges was 10.85 billion shares, compared with the 11.05 billion average over the last 20 trading days.</p><p><blockquote>美国交易所成交量为108.5亿股，而过去20个交易日的平均成交量为110.5亿股。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P 500 notches fifth straight record closing high, fifth straight quarterly gain<blockquote>标普500连续第五次创下收盘新高，连续第五个季度上涨</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P 500 notches fifth straight record closing high, fifth straight quarterly gain<blockquote>标普500连续第五次创下收盘新高，连续第五个季度上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-07-01 07:11</span>\n</p>\n</h4>\n</header>\n<article>\n<p>NEW YORK (Reuters) - The S&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，投资者在本月和本季度结束时基本上摆脱了积极的经济数据，并期待周五备受期待的就业报告。</blockquote></p><p> In the last session of 2021’s first half, the indexes were languid and range-bound, with the blue-chip Dow posting gains, while the Nasdaq edged lower.</p><p><blockquote>在2021年上半年的最后一个交易日，股指低迷且区间震荡，蓝筹股道指上涨，而纳斯达克则小幅走低。</blockquote></p><p> All three indexes posted their fifth consecutive quarterly gains, with the S&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>三大指数均连续第五个季度上涨，标准普尔指数上涨8.2%，纳斯达克指数上涨9.5%，道指上涨4.6%。标普500上半年表现为1998年以来第二好，上涨14.5%。</blockquote></p><p> “It’s been a good quarter,” said Robert Pavlik, senior portfolio manager at Dakota Wealth in Fairfield, Connecticut. “As of last night’s close, the S&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>“这是一个不错的季度，”康涅狄格州费尔菲尔德Dakota Wealth的高级投资组合经理罗伯特·帕夫利克(Robert Pavlik)表示。“截至昨晚收盘，标普今年迄今已上涨超过14%，超过道指和纳斯达克。这表明股市正在出现广泛反弹。”</blockquote></p><p> For the month, the bellwether S&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连续第五次上涨，而道琼斯指数结束了四个月的连涨，小幅收低。纳斯达克在6月份也取得了进展。</blockquote></p><p> This month, investor appetite shifted away from economically sensitive cyclicals in favor of growth stocks.</p><p><blockquote>本月，投资者的兴趣从对经济敏感的周期性股票转向成长型股票。</blockquote></p><p> “Leading sectors year-to-date are what you’d expect,” Pavlik added. “Energy, financials and industrials, and that speaks to an economic environment that’s in the early stages of a cycle.”</p><p><blockquote>“今年迄今为止的领先行业正如你所预期的那样，”帕夫利克补充道。“能源、金融和工业，这表明经济环境正处于周期的早期阶段。”</blockquote></p><p> “(Investors) started the switch back to growth (stocks) after people started to buy in to (Fed Chair Jerome) Powell’s comments that focus on transitory inflation,” Pavlik added.</p><p><blockquote>帕夫利克补充道：“在人们开始接受（美联储主席杰罗姆）鲍威尔关注暂时性通胀的言论后，（投资者）开始转向增长（股票）。”</blockquote></p><p> “Some of the reopening trades have gotten a bit long in the tooth and that’s leading people back to growth.”</p><p><blockquote>“一些重新开放的交易已经持续了一段时间，这正在引导人们恢复增长。”</blockquote></p><p> (Graphic: Growths stocks outperform value in June, narrow YTD gap, )</p><p><blockquote>（图：6月份成长股跑赢价值股，年初至今差距缩小，）</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5b82b4dfdc765d913811f9d8572e60f6\" tg-width=\"964\" tg-height=\"723\" referrerpolicy=\"no-referrer\">“The overall stock market continues to be on a tear, with very consistent gains for quite some time,” said Tim Ghriskey, chief investment strategist at Inverness Counsel in New York. “Valuations, while certainly high by historical standards, have been at a fairly consistent level, benefiting from the economic recovery.”</p><p><blockquote>纽约Inverness Counsel首席投资策略师蒂姆·格里斯基(Tim Ghriskey)表示：“整体股市继续上涨，在相当长一段时间内持续上涨。”“虽然按照历史标准来看估值肯定很高，但受益于经济复苏，估值一直处于相当稳定的水平。”</blockquote></p><p> The private sector added 692,000 jobs in June, breezing past expectations, according to payroll processor ADP. The number is 92,000 higher than the private payroll adds economists predict from the Labor Department’s more comprehensive employment report due on Friday.</p><p><blockquote>根据薪资处理机构ADP的数据，私营部门6月份增加了692,000个就业岗位，轻松超出预期。这一数字比经济学家在劳工部周五发布的更全面的就业报告中预测的私人就业人数高出92,000人。</blockquote></p><p> The Dow Jones Industrial Average rose 210.22 points, or 0.61%, to 34,502.51, the S&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，涨幅0.61%，至34,502.51点；标普500上涨5.7点，涨幅0.13%，至4,297.5点；纳斯达克综合指数下跌24.38点，涨幅0.17%，至14,503.95点。</blockquote></p><p> Among the 11 major sectors in the S&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11个主要板块中，有6个板块收高，其中能源板块涨幅最大。房地产是当天最大的输家。</blockquote></p><p> Boeing Co gained 1.6% after Germany’s defense ministry announced it would buy five of the planemaker’s P-8A maritime control aircraft, coming on the heels of United Airlines unveiling its largest-ever order for new planes.</p><p><blockquote>德国国防部宣布将购买该飞机制造商的五架P-8A海上控制飞机，波音公司股价上涨1.6%，此前联合航空公布了有史以来最大的新飞机订单。</blockquote></p><p> Walmart jumped 2.7% after announcing on Tuesday that it would start selling a prescription-only insulin analog.</p><p><blockquote>沃尔玛周二宣布将开始销售仅限处方的胰岛素类似物，股价上涨2.7%。</blockquote></p><p> Micron Technology advanced 2.5% ahead of its quarterly earnings release, but was relatively unchanged in after-hours trading following the chipmaker’s quarterly results.</p><p><blockquote>美光科技在季度财报发布前上涨2.5%，但在芯片制造商公布季度业绩后，盘后交易中相对没有变化。</blockquote></p><p> Advancing issues outnumbered declining ones on the NYSE by a 1.35-to-1 ratio; on Nasdaq, a 1.19-to-1 ratio favored decliners.</p><p><blockquote>纽约证券交易所上涨股与下跌股的比例为1.35比1；在纳斯达克，1.19比1的比率有利于下跌股。</blockquote></p><p> The S&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，无新低；纳斯达克综合指数录得70个新高和36个新低。</blockquote></p><p> Volume on U.S. exchanges was 10.85 billion shares, compared with the 11.05 billion average over the last 20 trading days.</p><p><blockquote>美国交易所成交量为108.5亿股，而过去20个交易日的平均成交量为110.5亿股。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/article/us-usa-stocks/sp-500-notches-fifth-straight-record-closing-high-fifth-straight-quarterly-gain-idUSKCN2E619R\">Reuters</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".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":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":731,"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":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583113201416266","authorIdStr":"3583113201416266"},"themes":[],"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","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1625058842,"share":"https://www.laohu8.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、美光科技或Roblox股票的时候吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1142236873","media":"Benzinga","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“它为什么会变动？”</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“为什么它在移动”(WIIM)功能的原因。WIIM是对该股票变动原因的一句话描述。</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推荐时经常使用评级。</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开始报道<b>普拉格能源公司</b>（纳斯达克：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 Capital分析师Ambrish Srivastava升级<b>美光科技公司。</b>（纳斯达克：MU）从与大盘持平上调至跑赢大盘，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>中信证券于<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、美光科技或Roblox股票的时候吗？</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; }\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\">\nIs Now The Time To Buy Stock In Plug Power, Micron Or Roblox?<blockquote>现在是购买普拉格能源、美光科技或Roblox股票的时候吗？</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 </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“它为什么会变动？”</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“为什么它在移动”(WIIM)功能的原因。WIIM是对该股票变动原因的一句话描述。</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推荐时经常使用评级。</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开始报道<b>普拉格能源公司</b>（纳斯达克：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 Capital分析师Ambrish Srivastava升级<b>美光科技公司。</b>（纳斯达克：MU）从与大盘持平上调至跑赢大盘，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>中信证券于<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","RBLX":"Roblox Corporation","MU":"美光科技"},"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,"MU":0.9,"RBLX":0.9}},"isVote":1,"tweetType":1,"viewCount":860,"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":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583113201416266","authorIdStr":"3583113201416266"},"themes":[],"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":424,"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":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583113201416266","idStr":"3583113201416266"},"themes":[],"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","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1628154522,"share":"https://www.laohu8.com/m/news/2157433887?lang=zh_CN&edition=full","pubTime":"2021-08-05 17:08","market":"us","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","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>今天可能引起投资者关注的一些股票包括：</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>华尔街预计<b>凯洛格公司</b>（纽约证券交易所股票代码：K）将在开盘前公布季度收益为每股1.02美元，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）报告第二季度亏损扩大，而销售额超出预期。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>康德乐健康公司</b>（纽约证券交易所股票代码：CAH）开盘前公布季度收益为每股1.20美元，营收为404.3亿美元。康德乐股价周三下跌1.1%，收于58.98美元。</li></ul><ul><li><b><a href=\"https://laohu8.com/S/BKNG\">预订控股</a>Inc</b>（纳斯达克：BKNG）公布第二季度亏损超出预期，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：VIAC）最近一个季度的营收为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。ViacomCBS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 </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>今天可能引起投资者关注的一些股票包括：</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>华尔街预计<b>凯洛格公司</b>（纽约证券交易所股票代码：K）将在开盘前公布季度收益为每股1.02美元，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）报告第二季度亏损扩大，而销售额超出预期。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>康德乐健康公司</b>（纽约证券交易所股票代码：CAH）开盘前公布季度收益为每股1.20美元，营收为404.3亿美元。康德乐股价周三下跌1.1%，收于58.98美元。</li></ul><ul><li><b><a href=\"https://laohu8.com/S/BKNG\">预订控股</a>Inc</b>（纳斯达克：BKNG）公布第二季度亏损超出预期，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：VIAC）最近一个季度的营收为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。ViacomCBS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","BKNG":"Booking Holdings","CAH":"卡地纳健康"},"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":{"CAH":0.9,"VIAC":0.9,"QNETCN":0.9,"BKNG":0.9,"K":0.9,"UBER":0.9}},"isVote":1,"tweetType":1,"viewCount":2234,"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":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583113201416266","idStr":"3583113201416266"},"themes":[],"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":2899,"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":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583113201416266","idStr":"3583113201416266"},"themes":[],"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":572,"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":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583113201416266","idStr":"3583113201416266"},"themes":[],"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.laohu8.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>蔚来的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月份的交付量以令人印象深刻的速度增长。</li><li>得益于蔚来旗舰车型ES6的强劲同比增长，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>蔚来将克服生产挫折，并在2021年下半年提高产量。</li></ul><p class=\"t-img-caption\"><span>peterschreiber.media/iStock来自Getty Images</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的增长潜力。</blockquote></p><p> <b>Shipping volumes are accelerating</b></p><p><blockquote><b>出货量正在加速</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。此次短缺将使蔚来工厂的产量从每月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的根源在于COVID-19大流行。随着越来越多的人开始在家工作，消费电子行业对半导体的需求急剧增加，而汽车行业的芯片需求反弹速度快于预期，导致全球半导体短缺，抑制了美国到中国的汽车生产。蔚来对工厂产出下降的指导降低了交付预期，但恢复三位数的增长率现在可能会推动蔚来股价再次走高。</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>虽然暂时的产量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准备好反弹。蔚来6月份的交付量令人印象深刻，市场可能低估了蔚来今年电动汽车交付量以三位数增长的能力。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。蔚来第二季度的月度和季度交付总量创下纪录，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车型增长最大。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。EC6的可比数据不可用，因为该车型在去年第二季度之后才开始交付。蔚来6月交付报告中值得注意的是，与上个月相比，航运增长正在加快，这可能被视为蔚来交付能力被低估的迹象。5月份，蔚来交付汽车6,711辆，同比增长率为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，该电动汽车制造商并未充分利用该产能。一旦芯片短缺问题得到缓解（预计下半年的情况），我们应该会看到蔚来工厂产量和交付量稳步上升。增长的速度将不太取决于需求，而是取决于供应短缺的严重程度。半导体短缺是影响蔚来在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>中国的电动汽车市场非常有弹性，对零排放乘用车的需求不会因为生产延迟而消失，这对中国电动汽车制造商来说可能是一种奢侈问题。蔚来今年在华电动汽车销量激增，但随着该行业解决供应问题，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)于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。21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21年第3季度和21年第4季度交付量的估计如下图所示，并假设蔚来的ES6交付能力将有所提高，并且到年底季度产量将持续升级至30,000辆。到年底实现约30,000辆汽车的季度产量是现实的，而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辆汽车（包括所有三种车型），如果出货量继续增长，蔚来甚至可能能够突破100,000辆大关今年最后两个季度以强劲的速度加速。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%。2021年前六个月，蔚来已交付41,956辆，占我2021财年交付预期的43%。随着下半年生产恢复正常，蔚来应该能够创造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>蔚来的销售增长很便宜</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>电动汽车制造商的价格并不便宜，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，估值乘数因素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中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>数据来自YCharts</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一个主要风险因素，它将对蔚来第三季度和第四季度的产量产生影响...这将低于电位。随着下半年情况慢慢正常化，蔚来应该能够提高工厂产量和交付量。虽然交付增长率受到蔚来运营之外因素的影响，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全面生产可能会为股价升值创造沃土。</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>随着芯片供应短缺的缓解，蔚来在2021年的增长速度可能会快于预期，下半年的强劲反弹可能会推动蔚来达到关键的10万辆年交付里程碑。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，随着下半年工厂产出正常化，2021年全年交付量有可能同比增长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>蔚来的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>蔚来的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月份的交付量以令人印象深刻的速度增长。</li><li>得益于蔚来旗舰车型ES6的强劲同比增长，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>蔚来将克服生产挫折，并在2021年下半年提高产量。</li></ul><p class=\"t-img-caption\"><span>peterschreiber.media/iStock来自Getty Images</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的增长潜力。</blockquote></p><p> <b>Shipping volumes are accelerating</b></p><p><blockquote><b>出货量正在加速</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。此次短缺将使蔚来工厂的产量从每月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的根源在于COVID-19大流行。随着越来越多的人开始在家工作，消费电子行业对半导体的需求急剧增加，而汽车行业的芯片需求反弹速度快于预期，导致全球半导体短缺，抑制了美国到中国的汽车生产。蔚来对工厂产出下降的指导降低了交付预期，但恢复三位数的增长率现在可能会推动蔚来股价再次走高。</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>虽然暂时的产量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准备好反弹。蔚来6月份的交付量令人印象深刻，市场可能低估了蔚来今年电动汽车交付量以三位数增长的能力。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。蔚来第二季度的月度和季度交付总量创下纪录，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车型增长最大。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。EC6的可比数据不可用，因为该车型在去年第二季度之后才开始交付。蔚来6月交付报告中值得注意的是，与上个月相比，航运增长正在加快，这可能被视为蔚来交付能力被低估的迹象。5月份，蔚来交付汽车6,711辆，同比增长率为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，该电动汽车制造商并未充分利用该产能。一旦芯片短缺问题得到缓解（预计下半年的情况），我们应该会看到蔚来工厂产量和交付量稳步上升。增长的速度将不太取决于需求，而是取决于供应短缺的严重程度。半导体短缺是影响蔚来在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>中国的电动汽车市场非常有弹性，对零排放乘用车的需求不会因为生产延迟而消失，这对中国电动汽车制造商来说可能是一种奢侈问题。蔚来今年在华电动汽车销量激增，但随着该行业解决供应问题，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)于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。21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21年第3季度和21年第4季度交付量的估计如下图所示，并假设蔚来的ES6交付能力将有所提高，并且到年底季度产量将持续升级至30,000辆。到年底实现约30,000辆汽车的季度产量是现实的，而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辆汽车（包括所有三种车型），如果出货量继续增长，蔚来甚至可能能够突破100,000辆大关今年最后两个季度以强劲的速度加速。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%。2021年前六个月，蔚来已交付41,956辆，占我2021财年交付预期的43%。随着下半年生产恢复正常，蔚来应该能够创造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>蔚来的销售增长很便宜</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>电动汽车制造商的价格并不便宜，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，估值乘数因素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中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>数据来自YCharts</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一个主要风险因素，它将对蔚来第三季度和第四季度的产量产生影响...这将低于电位。随着下半年情况慢慢正常化，蔚来应该能够提高工厂产量和交付量。虽然交付增长率受到蔚来运营之外因素的影响，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全面生产可能会为股价升值创造沃土。</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>随着芯片供应短缺的缓解，蔚来在2021年的增长速度可能会快于预期，下半年的强劲反弹可能会推动蔚来达到关键的10万辆年交付里程碑。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，随着下半年工厂产出正常化，2021年全年交付量有可能同比增长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":467,"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":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583113201416266","idStr":"3583113201416266"},"themes":[],"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.laohu8.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商业）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。大跌可能会很可怕。</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>但在道琼斯指数遭受重创的日子抛售股票通常是错误的做法。周二股市大幅反弹，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陷入另一场混乱。</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安然度过这波波动。</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>信安全球投资者首席策略师Seema Shah表示：“保持投资。”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较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。“如果病例在上升，但住院率仍然很低，那么政府的重新开放措施将继续下去。”</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，投资者应该更加挑剔。毕竟，标普500较2020年3月的大流行低点上涨了近一倍，并非所有股票和板块都将保持其势头。</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小幅回调。其中包括公用事业、医疗保健和其他支付高额股息并被认为是良好债券代理的公司。</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>现在不是退出市场的时候</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>旅游和零售行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回落。例如，美联航(UAL)在周二收盘后发布了乐观的前景。</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，他们应该会享受显着的反弹。”</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，股市可能仍然坎坷，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>荷宝多资产策略师Peter van der Welle表示：“过去几天的不确定性在短期内是合理的。”“但通货再膨胀交易应该有第二条腿。”</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>范德韦勒指出，尽管近期消费者信心有所下降，但仍有许多理由对消费者支出和零售额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——的任何谨慎都可能转瞬即逝。</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：“如果你是长期投资者，请利用这种波动性，增持你真正喜欢的公司和行业。”</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股票可能会出现最大的反弹。</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：“有些股票已经陷入困境，可能非常有吸引力。我们喜欢对经济敏感的行业。”他表示，银行和其他金融股、工业公司、零售商和能源股可能会大幅反弹。</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商业）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。大跌可能会很可怕。</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>但在道琼斯指数遭受重创的日子抛售股票通常是错误的做法。周二股市大幅反弹，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陷入另一场混乱。</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安然度过这波波动。</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>信安全球投资者首席策略师Seema Shah表示：“保持投资。”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较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。“如果病例在上升，但住院率仍然很低，那么政府的重新开放措施将继续下去。”</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，投资者应该更加挑剔。毕竟，标普500较2020年3月的大流行低点上涨了近一倍，并非所有股票和板块都将保持其势头。</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小幅回调。其中包括公用事业、医疗保健和其他支付高额股息并被认为是良好债券代理的公司。</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>现在不是退出市场的时候</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>旅游和零售行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回落。例如，美联航(UAL)在周二收盘后发布了乐观的前景。</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，他们应该会享受显着的反弹。”</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，股市可能仍然坎坷，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>荷宝多资产策略师Peter van der Welle表示：“过去几天的不确定性在短期内是合理的。”“但通货再膨胀交易应该有第二条腿。”</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>范德韦勒指出，尽管近期消费者信心有所下降，但仍有许多理由对消费者支出和零售额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——的任何谨慎都可能转瞬即逝。</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：“如果你是长期投资者，请利用这种波动性，增持你真正喜欢的公司和行业。”</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股票可能会出现最大的反弹。</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：“有些股票已经陷入困境，可能非常有吸引力。我们喜欢对经济敏感的行业。”他表示，银行和其他金融股、工业公司、零售商和能源股可能会大幅反弹。</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",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"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,".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2625,"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":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583113201416266","idStr":"3583113201416266"},"themes":[],"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.laohu8.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股票在进入标普500之前“已经拥有了自己的生命”</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)。在其疫苗在对抗冠状病毒方面发挥作用后，该股在大流行期间飙升。</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Michael Yee告诉雅虎财经（上面的视频），Moderna股票已经“拥有了自己的生命”。“它的定价包含了未来十年尚未实现的大量假设。人们相信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得到如此广泛的认可并估值超过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>“想想看，一年前他们什么也没拿出，但突然之间，他们就赚了210亿美元，并为数以亿计的人安全地注射了药物，”Yee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获得认可</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，头两年一直在秘密开发使用信使RNA(mRNA)的药物。</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，这种新型药物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>在这些高期望上，Moderna在两年内实现了10亿美元的估值。最初，该公司专注于癌症、心血管问题和一些罕见疾病的治疗。然而，开发人员面临着向细胞输送mRNA的问题——太强的剂量会使人体的免疫系统对药物产生抵抗力，而太弱的剂量则被证明对对抗疾病无效。</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，该公司转向开发疫苗，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，但没有一种疫苗成功上市。</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来袭时，情况发生了变化，Moderna与辉瑞（辉瑞也与BioNTech合作开发了mRNA疫苗）和强生等制药巨头在美国开始了疫苗竞赛。</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>事实证明，该公司对mRNA背后的基础科学进行了十年的迭代研究，对其在创纪录的时间内成功开发出冠状病毒疫苗至关重要。2020年1月11日，中国科学家揭示了新型冠状病毒病毒的基因序列。到2020年2月24日，Moderna将第一剂mRNA冠状病毒疫苗运送到NIAID，开始I期试验。2020年12月，III期试验显示对有症状的COVID-19有94.1%的疗效。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的产品。由于对疫苗的强劲需求，该公司在第一季度首次实现盈利。</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>该公司目前还有23种其他疫苗和治疗药物，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相同的mRNA技术，该技术已在COVID-19的推出中得到验证-19疫苗。</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，根据你对这家公司可以做什么的长期前景以及理论上未来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经历了惊人的增长，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，”他表示，并引用了高估值以及创纪录的融资、投资和IPO数量。</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预计并购活动将会增加。“我认为，一些更成熟的大公司正在遇到一些困难。他们解决这个问题的方法通常是收购较小的公司，”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股票在进入标普500之前“已经拥有了自己的生命”</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股票在进入标普500之前“已经拥有了自己的生命”</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)。在其疫苗在对抗冠状病毒方面发挥作用后，该股在大流行期间飙升。</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Michael Yee告诉雅虎财经（上面的视频），Moderna股票已经“拥有了自己的生命”。“它的定价包含了未来十年尚未实现的大量假设。人们相信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得到如此广泛的认可并估值超过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>“想想看，一年前他们什么也没拿出，但突然之间，他们就赚了210亿美元，并为数以亿计的人安全地注射了药物，”Yee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获得认可</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，头两年一直在秘密开发使用信使RNA(mRNA)的药物。</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，这种新型药物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>在这些高期望上，Moderna在两年内实现了10亿美元的估值。最初，该公司专注于癌症、心血管问题和一些罕见疾病的治疗。然而，开发人员面临着向细胞输送mRNA的问题——太强的剂量会使人体的免疫系统对药物产生抵抗力，而太弱的剂量则被证明对对抗疾病无效。</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，该公司转向开发疫苗，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，但没有一种疫苗成功上市。</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来袭时，情况发生了变化，Moderna与辉瑞（辉瑞也与BioNTech合作开发了mRNA疫苗）和强生等制药巨头在美国开始了疫苗竞赛。</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>事实证明，该公司对mRNA背后的基础科学进行了十年的迭代研究，对其在创纪录的时间内成功开发出冠状病毒疫苗至关重要。2020年1月11日，中国科学家揭示了新型冠状病毒病毒的基因序列。到2020年2月24日，Moderna将第一剂mRNA冠状病毒疫苗运送到NIAID，开始I期试验。2020年12月，III期试验显示对有症状的COVID-19有94.1%的疗效。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的产品。由于对疫苗的强劲需求，该公司在第一季度首次实现盈利。</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>该公司目前还有23种其他疫苗和治疗药物，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相同的mRNA技术，该技术已在COVID-19的推出中得到验证-19疫苗。</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，根据你对这家公司可以做什么的长期前景以及理论上未来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经历了惊人的增长，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，”他表示，并引用了高估值以及创纪录的融资、投资和IPO数量。</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预计并购活动将会增加。“我认为，一些更成熟的大公司正在遇到一些困难。他们解决这个问题的方法通常是收购较小的公司，”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":{"ALXN":"亚力兄制药","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":3372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}