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Tailwind

Tailwind

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2021-12-30

[Cool]

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2021-12-29

[Cool]

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2021-12-28

[Cool]

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2021-12-27

[Cool]

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2021-12-26

Ok

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2021-12-26

Ok

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2021-12-24

[Cool]

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2021-12-23

Great

Tencent to declare interim dividend by way of distribution in specie of class a ordinary shares of JD.com<blockquote>腾讯控股将以实物分派京东A类普通股的方式宣派中期股息</blockquote>

2021-12-21

Oh

抱歉，原内容已删除

2021-12-20

Ok

Nike, Micron, BlackBerry, CarMax, and Other Stocks for Investors to Watch This Week<blockquote>耐克、美光、黑莓、CarMax 和其他投资者本周值得关注的股票</blockquote>

2021-12-19

Ok

1 Surefire Growth Stock to Buy and Hold<blockquote>1 只值得购买和持有的 Surefire Growth 股票</blockquote>

2021-12-18

Ok

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2021-12-17

Ok

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2021-12-16

Wow

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2021-12-14

Ok

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2021-12-13

[Cool]

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

2021-12-12

Oh

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2021-12-11

Yes it is possible. But is it probable?

Will Nvidia Be a Trillion-Dollar Stock by Next Year?<blockquote>英伟达明年会成为万亿美元股票吗？</blockquote>

2021-12-11

Great

Microsoft stock jumped more than 2% in morning trading<blockquote>微软股价早盘上涨超过 2%</blockquote>

2021-12-10

Ok

抱歉，原内容已删除

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stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1640219427,"share":"https://www.laohunote.com/m/news/1113181515?lang=zh_CN&edition=full","pubTime":"2021-12-23 08:30","market":"us","language":"en","title":"Tencent to declare interim dividend by way of distribution in specie of class a ordinary shares of JD.com<blockquote>腾讯控股将以实物分派京东A类普通股的方式宣派中期股息</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1113181515","media":"Tiger Newspress","summary":"Tencent announced today that it has resolved to declare a special interim dividend in the form of a ","content":"<p>Tencent announced today&nbsp;that it has resolved to declare a special interim dividend in the form of a distribution in specie of 457,326,671 Class A ordinary shares of JD.com (assuming there is no change in the total number of issued Shares from the date of this announcement to the Record Date) indirectly held by the Company through Huang River to the Shareholders whose names appear on the register of members of the Company on the Record Date in proportion to their then respective shareholdings in the Company on the basis of 1 Class A ordinary share of JD.com for every 21 Shares held by the Qualifying Shareholders, being rounded down to the nearest whole number of JD.com Shares.</p><p><blockquote>腾讯控股今日宣布，其议决以实物分派本公司通过黄河间接持有的457,326,671股京东A类普通股（假设自本公告日期起至记录日期已发行股份总数并无变动）的形式向于记录日期名列本公司股东名册的股东宣派特别中期股息，按合资格股东每持有21股股份获发1股京东A类普通股，并向下取整至最接近的京东股份整数。</blockquote></p><p> The exact total number of the JD.com Shares to be distributed by the Company is subject to such adjustments where appropriate and necessary in order to give effect to the Distribution in Specie on the basis of 1 Class A ordinary share of JD.com for every 21 Shares held on theRecord Date and such other arrangements in relation to the Distribution in Specie as set out in this announcement.</p><p><blockquote>本公司将予分派之京东股份之确切总数可予适当及必要调整，以落实按于记录日期每持有21股股份获发1股京东A类普通股基准进行实物分派及本公告所载有关实物分派之其他安排。</blockquote></p><p> Non-Qualifying Shareholders will not be entitled to receive the JD.com Shares and will instead receive cash in lieu of the JD.com Shares in respect of the Shares held by them on the basis of 1 Class A ordinary share of JD.com for every 21 Shares held on the Record Date.</p><p><blockquote>不合资格股东将无权收取京东股份，而是将就其所持股份收取现金以代替京东股份，基准为于记录日期每持有21股股份获发1股京东A类普通股。</blockquote></p><p> For determining entitlements to the Distribution in Specie, the register of members and transfer book of the Company will be closed from 24 January 2022, Monday to 25 January 2022, Tuesday, both days inclusive, during which period no transfer of Shares will be registered. In order to qualify for the Distribution in Specie, any document in respect of the transfer of Shares accompanied by the relevant share certificates must be lodged with the Company’s Hong Kong branch share registrar and transfer office, Computershare Hong Kong Investor Services Limited, at Shops 1712-1716, 17th Floor, Hopewell Centre, 183 Queen’s Road East, Wan Chai, Hong Kong for registration not later than 4:30 p.m. on 21 January 2022, Friday. The last day for dealing in Shares on the Stock Exchange with entitlements to the Distribution in Specie is expected to be 19 January 2022, Wednesday.</p><p><blockquote>为厘定实物分派的权利，本公司将于二零二二年一月二十四日（星期一）至二零二二年一月二十五日（星期二）（包括首尾两天）暂停办理股份过户登记手续，期间将不会办理股份过户登记手续。为符合实物分派的资格，有关股份过户的任何文件连同有关股票必须于二零二二年一月二十一日（星期五）下午四时三十分前送达本公司的香港股份过户登记分处香港中央证券登记有限公司，地址为香港湾仔皇后大道东183号合和中心17楼1712-1716号铺，以便办理过户登记手续。有权获得实物分派的股份于联交所买卖的最后日期预期为二零二二年一月十九日（星期三）。</blockquote></p><p> JD.com&nbsp;also&nbsp;announced&nbsp;same things.JD.com&nbsp;is aware that Tencent Holdings Limited (“Tencent”), that currently owns indirectly approximately 17.0% of the Company’s outstanding shares, announced that it will distribute approximately 460 million Class A ordinary shares of the Company owned by Tencent to its shareholders. Immediately following the distribution, Tencent’s shareholding in the Company will be approximately 2.3%, and the shareholders of Tencent who receive shares of the Company in the distribution will become the shareholders of the Company. The Company and Tencent will continue to maintain their mutually beneficial business relationship, including their ongoing strategic partnership agreement.</p><p><blockquote>京东也宣布了同样的事情。京东获悉，目前间接拥有该公司约17.0%流通股的腾讯控股控股有限公司（“腾讯控股”）宣布将向其股东分配腾讯控股拥有的约4.6亿股公司A类普通股。紧随分配后，腾讯控股在公司的持股比例将约为2.3%，而在分配中获得公司股份的腾讯控股股东将成为公司股东。本公司与腾讯控股将继续维持互惠互利的业务关系，包括其正在进行的战略合作伙伴协议。</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>Tencent to declare interim dividend by way of distribution in specie of class a ordinary shares of JD.com<blockquote>腾讯控股将以实物分派京东A类普通股的方式宣派中期股息</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\">\nTencent to declare interim dividend by way of distribution in specie of class a ordinary shares of JD.com<blockquote>腾讯控股将以实物分派京东A类普通股的方式宣派中期股息</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-23 08:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Tencent announced today&nbsp;that it has resolved to declare a special interim dividend in the form of a distribution in specie of 457,326,671 Class A ordinary shares of JD.com (assuming there is no change in the total number of issued Shares from the date of this announcement to the Record Date) indirectly held by the Company through Huang River to the Shareholders whose names appear on the register of members of the Company on the Record Date in proportion to their then respective shareholdings in the Company on the basis of 1 Class A ordinary share of JD.com for every 21 Shares held by the Qualifying Shareholders, being rounded down to the nearest whole number of JD.com Shares.</p><p><blockquote>腾讯控股今日宣布，其议决以实物分派本公司通过黄河间接持有的457,326,671股京东A类普通股（假设自本公告日期起至记录日期已发行股份总数并无变动）的形式向于记录日期名列本公司股东名册的股东宣派特别中期股息，按合资格股东每持有21股股份获发1股京东A类普通股，并向下取整至最接近的京东股份整数。</blockquote></p><p> The exact total number of the JD.com Shares to be distributed by the Company is subject to such adjustments where appropriate and necessary in order to give effect to the Distribution in Specie on the basis of 1 Class A ordinary share of JD.com for every 21 Shares held on theRecord Date and such other arrangements in relation to the Distribution in Specie as set out in this announcement.</p><p><blockquote>本公司将予分派之京东股份之确切总数可予适当及必要调整，以落实按于记录日期每持有21股股份获发1股京东A类普通股基准进行实物分派及本公告所载有关实物分派之其他安排。</blockquote></p><p> Non-Qualifying Shareholders will not be entitled to receive the JD.com Shares and will instead receive cash in lieu of the JD.com Shares in respect of the Shares held by them on the basis of 1 Class A ordinary share of JD.com for every 21 Shares held on the Record Date.</p><p><blockquote>不合资格股东将无权收取京东股份，而是将就其所持股份收取现金以代替京东股份，基准为于记录日期每持有21股股份获发1股京东A类普通股。</blockquote></p><p> For determining entitlements to the Distribution in Specie, the register of members and transfer book of the Company will be closed from 24 January 2022, Monday to 25 January 2022, Tuesday, both days inclusive, during which period no transfer of Shares will be registered. In order to qualify for the Distribution in Specie, any document in respect of the transfer of Shares accompanied by the relevant share certificates must be lodged with the Company’s Hong Kong branch share registrar and transfer office, Computershare Hong Kong Investor Services Limited, at Shops 1712-1716, 17th Floor, Hopewell Centre, 183 Queen’s Road East, Wan Chai, Hong Kong for registration not later than 4:30 p.m. on 21 January 2022, Friday. The last day for dealing in Shares on the Stock Exchange with entitlements to the Distribution in Specie is expected to be 19 January 2022, Wednesday.</p><p><blockquote>为厘定实物分派的权利，本公司将于二零二二年一月二十四日（星期一）至二零二二年一月二十五日（星期二）（包括首尾两天）暂停办理股份过户登记手续，期间将不会办理股份过户登记手续。为符合实物分派的资格，有关股份过户的任何文件连同有关股票必须于二零二二年一月二十一日（星期五）下午四时三十分前送达本公司的香港股份过户登记分处香港中央证券登记有限公司，地址为香港湾仔皇后大道东183号合和中心17楼1712-1716号铺，以便办理过户登记手续。有权获得实物分派的股份于联交所买卖的最后日期预期为二零二二年一月十九日（星期三）。</blockquote></p><p> JD.com&nbsp;also&nbsp;announced&nbsp;same things.JD.com&nbsp;is aware that Tencent Holdings Limited (“Tencent”), that currently owns indirectly approximately 17.0% of the Company’s outstanding shares, announced that it will distribute approximately 460 million Class A ordinary shares of the Company owned by Tencent to its shareholders. Immediately following the distribution, Tencent’s shareholding in the Company will be approximately 2.3%, and the shareholders of Tencent who receive shares of the Company in the distribution will become the shareholders of the Company. The Company and Tencent will continue to maintain their mutually beneficial business relationship, including their ongoing strategic partnership agreement.</p><p><blockquote>京东也宣布了同样的事情。京东获悉，目前间接拥有该公司约17.0%流通股的腾讯控股控股有限公司（“腾讯控股”）宣布将向其股东分配腾讯控股拥有的约4.6亿股公司A类普通股。紧随分配后，腾讯控股在公司的持股比例将约为2.3%，而在分配中获得公司股份的腾讯控股股东将成为公司股东。本公司与腾讯控股将继续维持互惠互利的业务关系，包括其正在进行的战略合作伙伴协议。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JD":"京东","09618":"京东集团-SW","TCEHY":"腾讯控股ADR","00700":"腾讯控股"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113181515","content_text":"Tencent announced today that it has resolved to declare a special interim dividend in the form of a distribution in specie of 457,326,671 Class A ordinary shares of JD.com (assuming there is no change in the total number of issued Shares from the date of this announcement to the Record Date) indirectly held by the Company through Huang River to the Shareholders whose names appear on the register of members of the Company on the Record Date in proportion to their then respective shareholdings in the Company on the basis of 1 Class A ordinary share of JD.com for every 21 Shares held by the Qualifying Shareholders, being rounded down to the nearest whole number of JD.com Shares.\nThe exact total number of the JD.com Shares to be distributed by the Company is subject to such adjustments where appropriate and necessary in order to give effect to the Distribution in Specie on the basis of 1 Class A ordinary share of JD.com for every 21 Shares held on theRecord Date and such other arrangements in relation to the Distribution in Specie as set out in this announcement.\nNon-Qualifying Shareholders will not be entitled to receive the JD.com Shares and will instead receive cash in lieu of the JD.com Shares in respect of the Shares held by them on the basis of 1 Class A ordinary share of JD.com for every 21 Shares held on the Record Date.\nFor determining entitlements to the Distribution in Specie, the register of members and transfer book of the Company will be closed from 24 January 2022, Monday to 25 January 2022, Tuesday, both days inclusive, during which period no transfer of Shares will be registered. In order to qualify for the Distribution in Specie, any document in respect of the transfer of Shares accompanied by the relevant share certificates must be lodged with the Company’s Hong Kong branch share registrar and transfer office, Computershare Hong Kong Investor Services Limited, at Shops 1712-1716, 17th Floor, Hopewell Centre, 183 Queen’s Road East, Wan Chai, Hong Kong for registration not later than 4:30 p.m. on 21 January 2022, Friday. The last day for dealing in Shares on the Stock Exchange with entitlements to the Distribution in Specie is expected to be 19 January 2022, Wednesday.\nJD.com also announced same things.JD.com is aware that Tencent Holdings Limited (“Tencent”), that currently owns indirectly approximately 17.0% of the Company’s outstanding shares, announced that it will distribute approximately 460 million Class A ordinary shares of the Company owned by Tencent to its shareholders. Immediately following the distribution, Tencent’s shareholding in the Company will be approximately 2.3%, and the shareholders of Tencent who receive shares of the Company in the distribution will become the shareholders of the Company. The Company and Tencent will continue to maintain their mutually beneficial business relationship, including their ongoing strategic partnership agreement.","news_type":1,"symbols_score_info":{"TCEHY":0.9,"09618":0.9,"JD":0.9,"00700":0.9}},"isVote":1,"tweetType":1,"viewCount":5462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693515478,"gmtCreate":1640049443453,"gmtModify":1640049443976,"author":{"id":"3583705894030764","authorId":"3583705894030764","name":"Tailwind","avatar":"https://static.tigerbbs.com/e34622367968d3257c3ffe6b0d24ff87","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583705894030764","idStr":"3583705894030764"},"themes":[],"title":"","htmlText":"Oh","listText":"Oh","text":"Oh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693515478","repostId":"2193761136","repostType":4,"isVote":1,"tweetType":1,"viewCount":3303,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693902613,"gmtCreate":1639957246916,"gmtModify":1639957247424,"author":{"id":"3583705894030764","authorId":"3583705894030764","name":"Tailwind","avatar":"https://static.tigerbbs.com/e34622367968d3257c3ffe6b0d24ff87","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583705894030764","idStr":"3583705894030764"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693902613","repostId":"1130704419","repostType":4,"repost":{"id":"1130704419","kind":"news","pubTimestamp":1639953553,"share":"https://www.laohunote.com/m/news/1130704419?lang=zh_CN&edition=full","pubTime":"2021-12-20 06:39","market":"us","language":"en","title":"Nike, Micron, BlackBerry, CarMax, and Other Stocks for Investors to Watch This Week<blockquote>耐克、美光、黑莓、CarMax 和其他投资者本周值得关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1130704419","media":"Barrons","summary":"Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday break,Nike and Micron Technology report on Monday,BlackBerry and General Mills on Tuesday, and CarMax,Cintas,and Paychex on Wednesday.It will be a busy week of economic data releases. On Monday, the Conference Board publishes its Leading Economic Index for November, followed by its Consumer Confidence Index for December on Wednesday.On Thursday, the Bureau of Economic Analysis reports per","content":"<p>Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday&nbsp;break,Nike&nbsp;and&nbsp;Micron Technology&nbsp;report on Monday,BlackBerry&nbsp;and&nbsp;General Mills&nbsp;on Tuesday, and&nbsp;CarMax,Cintas,and&nbsp;Paychex&nbsp;on Wednesday.</p><p><blockquote>世界各地的股票和债券市场将于周五休市，以纪念圣诞节。假期前，耐克和美光科技周一发布报告，黑莓和通用磨坊周二发布报告，CarMax、Cintas 和 Paychex 周三发布报告。</blockquote></p><p> It will be a busy week of economic data releases. On Monday, the&nbsp;Conference Board publishes its Leading Economic Index for November, followed&nbsp;by its Consumer Confidence Index for December on Wednesday.</p><p><blockquote>这将是经济数据发布繁忙的一周。周一，世界大型企业联合会将发布 11 月份领先经济指数，随后于周三发布 12 月份消费者信心指数。</blockquote></p><p> On Thursday, the&nbsp;Bureau of Economic Analysis reports personal income and consumption expenditures for November. Consumer earnings are forecast to have risen 0.6% while spending is seen climbing 0.5%. The Federal Reserve’s preferred measure of inflation, the core&nbsp;PCE price index, is expected to have spiked 4.5% in November.</p><p><blockquote>周四，经济分析局报告了11月份的个人收入和消费支出。消费者收入预计将增长 0.6%，支出预计将增长 0.5%。美联储首选的通胀指标--核心 PCE 价格指数预计将在 11 月份飙升 4.5%。</blockquote></p><p> Also Thursday, the Census Bureau releases the durable goods report for November, which will provide a window into investment spending in the economy. New orders are forecast to have risen 2.1%. Housing-market indicators out this week include existing-home sales for November on Wednesday and new-home sales for November on Thursday.</p><p><blockquote>同样在周四，人口普查局发布了11月份的耐用品报告，这将为经济中的投资支出提供一个窗口。新订单预计将增长2.1%。本周公布的房地产市场指标包括周三公布的 11 月份成屋销售和周四公布的 11 月份新屋销售。</blockquote></p><p> <b>Monday 12/20</b></p><p><blockquote><b>12/20星期一</b></blockquote></p><p> Micron Technology and Nike report quarterly results.</p><p><blockquote>美光科技和耐克公布季度业绩。</blockquote></p><p> <b>The Conference Board</b> releases its Leading Economic Index for November. Consensus estimate is for a 119 reading, which would be 0.6% more than October’s level. The Conference Board currently projects a 5% growth rate for fourth-quarter gross domestic product and a slower but still robust 2.6% for 2022.</p><p><blockquote><b>会议委员会</b>发布 11 月份领先经济指数。一致估计读数为 119，比 10 月份的水平高出 0.6%。世界大型企业联合会目前预计第四季度国内生产总值增长率为 5%，2022 年增长率将放缓但仍然强劲的 2.6%。</blockquote></p><p> <b>Tuesday 12/21</b></p><p><blockquote><b>12/21星期二</b></blockquote></p><p> BlackBerry,FactSet Research Systems,and General Mills announce earnings.</p><p><blockquote>黑莓、FactSet Research Systems 和通用磨坊公布财报。</blockquote></p><p> <b>Wednesday 12/22</b></p><p><blockquote><b>12月22日星期三</b></blockquote></p><p> <b>The NAR reports</b> existing-home sales for November. Economists forecast a seasonally adjusted annual rate of 6.4 million homes sold, slightly more than in October and the highest since the beginning of the year.</p><p><blockquote><b>NAR报告</b>11月份的成屋销售。经济学家预测，经季节性调整后的年销量为640万套，略高于10月份，是今年年初以来的最高水平。</blockquote></p><p> CarMax, Cintas, and Paychex hold conference calls to discuss quarterly results.</p><p><blockquote>CarMax、Cintas 和 Paychex 在评级举行会议讨论季度业绩。</blockquote></p><p> <b>The Bureau of Economic</b> Analysis reports its third and final estimate for third-quarter GDP. Economists forecast a 2.1% seasonally adjusted annual growth rate, unchanged from November’s second estimate.</p><p><blockquote><b>经济局</b>分析报告了对第三季度 GDP 的第三次也是最终估计。经济学家预测，经季节性调整后的年增长率为 2.1%，与 11 月份的第二次估计值持平。</blockquote></p><p> <b>The Conference Board</b> releases its Consumer Confidence Index for December. Expectations are for a 110 reading, roughly even with the November data. The index is 15% lower than the postpandemic peak reached in June of this year, due to concerns about rising prices and, to a lesser degree, Covid-19 variants.</p><p><blockquote><b>会议委员会</b>发布12月份消费者信心指数。与 11 月份的数据大致持平，预计读数为 110。由于对价格上涨以及在较小程度上对 Covid-19 变种的担忧，该指数比今年 6 月达到的疫情后峰值低 15%。</blockquote></p><p> <b>Thursday 12/23</b></p><p><blockquote><b>星期四 12/23</b></blockquote></p><p> <b>The Department of Labor</b> reports initial jobless claims for the week ending on Dec. 18. Jobless claims have averaged 225,667 a week in November and December, and have finally reached prepandemic levels.</p><p><blockquote><b>劳工部</b>报告截至 12 月 18 日当周的首次申请失业救济人数。11 月和 12 月平均每周申请失业救济人数为 225,667 人，最终达到大流行前的水平。</blockquote></p><p> <b>The Census Bureau</b> reports new-home sales for November. Consensus estimate is for a seasonally adjusted annual rate of 770,000 new single-family houses sold, 25,000 more than in October. The median sales price of new houses sold in October was $407,700, while the average sales price was $477,800—both record highs.</p><p><blockquote><b>人口普查局</b>报告11月份的新房销售情况。普遍估计，经季节性调整后，每年新单户住宅销量为 77 万套，比 10 月份增加 2.5 万套。10月份售出的新房销售价格中位数为40.77万美元，而平均销售价格为47.78万美元，均创历史新高。</blockquote></p><p> <b>The BEA reports</b> personal income and consumption expenditures for November. Economists forecast a 0.6% monthly increase for income and 0.5% for consumption. This compares with gains for 0.5% and 1.3%, respectively, in October. The Federal Reserve’s preferred inflation gauge, the core PCE price index, jumped 4.1% year over year in October, the fastest rate since 1991. Predictions are for it to spike 4.6% in November.</p><p><blockquote><b>东亚银行报告</b>11月份个人收入和消费支出。经济学家预测收入每月增长0.6%，消费每月增长0.5%。相比之下，10 月份的涨幅分别为 0.5% 和 1.3%。美联储首选的通胀指标--核心 PCE 价格指数 10 月份同比上涨 4.1%，为 1991 年以来的最快增速。预计 11 月份将飙升 4.6%。</blockquote></p><p> <b>The Census Bureau</b> releases the durable goods report for November. New orders for durable manufactured goods are expected to increase 2.1%, to $265.6 billion. Excluding transportation, new orders are seen gaining 0.6%, compared with a 0.5% rise in October.</p><p><blockquote><b>人口普查局</b>发布11月份耐用品报告。耐用制成品新订单预计将增长 2.1%，达到 2656 亿美元。不包括运输，新订单增长0.6%，而10月份增长0.5%。</blockquote></p><p> <b>Friday 12/24</b></p><p><blockquote><b>12/24星期五</b></blockquote></p><p> <b>U.S. equity</b>&nbsp;and fixed-income markets are closed in observance of Christmas.</p><p><blockquote><b>美国股权</b>固定收益市场因圣诞节休市。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nike, Micron, BlackBerry, CarMax, and Other Stocks for Investors to Watch This Week<blockquote>耐克、美光、黑莓、CarMax 和其他投资者本周值得关注的股票</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\">\nNike, Micron, BlackBerry, CarMax, and Other Stocks for Investors to Watch This Week<blockquote>耐克、美光、黑莓、CarMax 和其他投资者本周值得关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-20 06:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday&nbsp;break,Nike&nbsp;and&nbsp;Micron Technology&nbsp;report on Monday,BlackBerry&nbsp;and&nbsp;General Mills&nbsp;on Tuesday, and&nbsp;CarMax,Cintas,and&nbsp;Paychex&nbsp;on Wednesday.</p><p><blockquote>世界各地的股票和债券市场将于周五休市，以纪念圣诞节。假期前，耐克和美光科技周一发布报告，黑莓和通用磨坊周二发布报告，CarMax、Cintas 和 Paychex 周三发布报告。</blockquote></p><p> It will be a busy week of economic data releases. On Monday, the&nbsp;Conference Board publishes its Leading Economic Index for November, followed&nbsp;by its Consumer Confidence Index for December on Wednesday.</p><p><blockquote>这将是经济数据发布繁忙的一周。周一，世界大型企业联合会将发布 11 月份领先经济指数，随后于周三发布 12 月份消费者信心指数。</blockquote></p><p> On Thursday, the&nbsp;Bureau of Economic Analysis reports personal income and consumption expenditures for November. Consumer earnings are forecast to have risen 0.6% while spending is seen climbing 0.5%. The Federal Reserve’s preferred measure of inflation, the core&nbsp;PCE price index, is expected to have spiked 4.5% in November.</p><p><blockquote>周四，经济分析局报告了11月份的个人收入和消费支出。消费者收入预计将增长 0.6%，支出预计将增长 0.5%。美联储首选的通胀指标--核心 PCE 价格指数预计将在 11 月份飙升 4.5%。</blockquote></p><p> Also Thursday, the Census Bureau releases the durable goods report for November, which will provide a window into investment spending in the economy. New orders are forecast to have risen 2.1%. Housing-market indicators out this week include existing-home sales for November on Wednesday and new-home sales for November on Thursday.</p><p><blockquote>同样在周四，人口普查局发布了11月份的耐用品报告，这将为经济中的投资支出提供一个窗口。新订单预计将增长2.1%。本周公布的房地产市场指标包括周三公布的 11 月份成屋销售和周四公布的 11 月份新屋销售。</blockquote></p><p> <b>Monday 12/20</b></p><p><blockquote><b>12/20星期一</b></blockquote></p><p> Micron Technology and Nike report quarterly results.</p><p><blockquote>美光科技和耐克公布季度业绩。</blockquote></p><p> <b>The Conference Board</b> releases its Leading Economic Index for November. Consensus estimate is for a 119 reading, which would be 0.6% more than October’s level. The Conference Board currently projects a 5% growth rate for fourth-quarter gross domestic product and a slower but still robust 2.6% for 2022.</p><p><blockquote><b>会议委员会</b>发布 11 月份领先经济指数。一致估计读数为 119，比 10 月份的水平高出 0.6%。世界大型企业联合会目前预计第四季度国内生产总值增长率为 5%，2022 年增长率将放缓但仍然强劲的 2.6%。</blockquote></p><p> <b>Tuesday 12/21</b></p><p><blockquote><b>12/21星期二</b></blockquote></p><p> BlackBerry,FactSet Research Systems,and General Mills announce earnings.</p><p><blockquote>黑莓、FactSet Research Systems 和通用磨坊公布财报。</blockquote></p><p> <b>Wednesday 12/22</b></p><p><blockquote><b>12月22日星期三</b></blockquote></p><p> <b>The NAR reports</b> existing-home sales for November. Economists forecast a seasonally adjusted annual rate of 6.4 million homes sold, slightly more than in October and the highest since the beginning of the year.</p><p><blockquote><b>NAR报告</b>11月份的成屋销售。经济学家预测，经季节性调整后的年销量为640万套，略高于10月份，是今年年初以来的最高水平。</blockquote></p><p> CarMax, Cintas, and Paychex hold conference calls to discuss quarterly results.</p><p><blockquote>CarMax、Cintas 和 Paychex 在评级举行会议讨论季度业绩。</blockquote></p><p> <b>The Bureau of Economic</b> Analysis reports its third and final estimate for third-quarter GDP. Economists forecast a 2.1% seasonally adjusted annual growth rate, unchanged from November’s second estimate.</p><p><blockquote><b>经济局</b>分析报告了对第三季度 GDP 的第三次也是最终估计。经济学家预测，经季节性调整后的年增长率为 2.1%，与 11 月份的第二次估计值持平。</blockquote></p><p> <b>The Conference Board</b> releases its Consumer Confidence Index for December. Expectations are for a 110 reading, roughly even with the November data. The index is 15% lower than the postpandemic peak reached in June of this year, due to concerns about rising prices and, to a lesser degree, Covid-19 variants.</p><p><blockquote><b>会议委员会</b>发布12月份消费者信心指数。与 11 月份的数据大致持平，预计读数为 110。由于对价格上涨以及在较小程度上对 Covid-19 变种的担忧，该指数比今年 6 月达到的疫情后峰值低 15%。</blockquote></p><p> <b>Thursday 12/23</b></p><p><blockquote><b>星期四 12/23</b></blockquote></p><p> <b>The Department of Labor</b> reports initial jobless claims for the week ending on Dec. 18. Jobless claims have averaged 225,667 a week in November and December, and have finally reached prepandemic levels.</p><p><blockquote><b>劳工部</b>报告截至 12 月 18 日当周的首次申请失业救济人数。11 月和 12 月平均每周申请失业救济人数为 225,667 人，最终达到大流行前的水平。</blockquote></p><p> <b>The Census Bureau</b> reports new-home sales for November. Consensus estimate is for a seasonally adjusted annual rate of 770,000 new single-family houses sold, 25,000 more than in October. The median sales price of new houses sold in October was $407,700, while the average sales price was $477,800—both record highs.</p><p><blockquote><b>人口普查局</b>报告11月份的新房销售情况。普遍估计，经季节性调整后，每年新单户住宅销量为 77 万套，比 10 月份增加 2.5 万套。10月份售出的新房销售价格中位数为40.77万美元，而平均销售价格为47.78万美元，均创历史新高。</blockquote></p><p> <b>The BEA reports</b> personal income and consumption expenditures for November. Economists forecast a 0.6% monthly increase for income and 0.5% for consumption. This compares with gains for 0.5% and 1.3%, respectively, in October. The Federal Reserve’s preferred inflation gauge, the core PCE price index, jumped 4.1% year over year in October, the fastest rate since 1991. Predictions are for it to spike 4.6% in November.</p><p><blockquote><b>东亚银行报告</b>11月份个人收入和消费支出。经济学家预测收入每月增长0.6%，消费每月增长0.5%。相比之下，10 月份的涨幅分别为 0.5% 和 1.3%。美联储首选的通胀指标--核心 PCE 价格指数 10 月份同比上涨 4.1%，为 1991 年以来的最快增速。预计 11 月份将飙升 4.6%。</blockquote></p><p> <b>The Census Bureau</b> releases the durable goods report for November. New orders for durable manufactured goods are expected to increase 2.1%, to $265.6 billion. Excluding transportation, new orders are seen gaining 0.6%, compared with a 0.5% rise in October.</p><p><blockquote><b>人口普查局</b>发布11月份耐用品报告。耐用制成品新订单预计将增长 2.1%，达到 2656 亿美元。不包括运输，新订单增长0.6%，而10月份增长0.5%。</blockquote></p><p> <b>Friday 12/24</b></p><p><blockquote><b>12/24星期五</b></blockquote></p><p> <b>U.S. equity</b>&nbsp;and fixed-income markets are closed in observance of Christmas.</p><p><blockquote><b>美国股权</b>固定收益市场因圣诞节休市。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/nike-micron-blackberry-carmax-and-other-stocks-for-investors-to-watch-this-week-51639944183?mod=hp_LEAD_5\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KMX":"车美仕",".SPX":"S&P 500 Index","GIS":"通用磨坊","MU":"美光科技",".DJI":"道琼斯","PAYX":"沛齐",".IXIC":"NASDAQ Composite","CTAS":"信达思"},"source_url":"https://www.barrons.com/articles/nike-micron-blackberry-carmax-and-other-stocks-for-investors-to-watch-this-week-51639944183?mod=hp_LEAD_5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130704419","content_text":"Stock and bond markets around the world will be closed Friday in observance of Christmas. Before the holiday break,Nike and Micron Technology report on Monday,BlackBerry and General Mills on Tuesday, and CarMax,Cintas,and Paychex on Wednesday.\nIt will be a busy week of economic data releases. On Monday, the Conference Board publishes its Leading Economic Index for November, followed by its Consumer Confidence Index for December on Wednesday.\nOn Thursday, the Bureau of Economic Analysis reports personal income and consumption expenditures for November. Consumer earnings are forecast to have risen 0.6% while spending is seen climbing 0.5%. The Federal Reserve’s preferred measure of inflation, the core PCE price index, is expected to have spiked 4.5% in November.\nAlso Thursday, the Census Bureau releases the durable goods report for November, which will provide a window into investment spending in the economy. New orders are forecast to have risen 2.1%. Housing-market indicators out this week include existing-home sales for November on Wednesday and new-home sales for November on Thursday.\nMonday 12/20\nMicron Technology and Nike report quarterly results.\nThe Conference Board releases its Leading Economic Index for November. Consensus estimate is for a 119 reading, which would be 0.6% more than October’s level. The Conference Board currently projects a 5% growth rate for fourth-quarter gross domestic product and a slower but still robust 2.6% for 2022.\nTuesday 12/21\nBlackBerry,FactSet Research Systems,and General Mills announce earnings.\nWednesday 12/22\nThe NAR reports existing-home sales for November. Economists forecast a seasonally adjusted annual rate of 6.4 million homes sold, slightly more than in October and the highest since the beginning of the year.\nCarMax, Cintas, and Paychex hold conference calls to discuss quarterly results.\nThe Bureau of Economic Analysis reports its third and final estimate for third-quarter GDP. Economists forecast a 2.1% seasonally adjusted annual growth rate, unchanged from November’s second estimate.\nThe Conference Board releases its Consumer Confidence Index for December. Expectations are for a 110 reading, roughly even with the November data. The index is 15% lower than the postpandemic peak reached in June of this year, due to concerns about rising prices and, to a lesser degree, Covid-19 variants.\nThursday 12/23\nThe Department of Labor reports initial jobless claims for the week ending on Dec. 18. Jobless claims have averaged 225,667 a week in November and December, and have finally reached prepandemic levels.\nThe Census Bureau reports new-home sales for November. Consensus estimate is for a seasonally adjusted annual rate of 770,000 new single-family houses sold, 25,000 more than in October. The median sales price of new houses sold in October was $407,700, while the average sales price was $477,800—both record highs.\nThe BEA reports personal income and consumption expenditures for November. Economists forecast a 0.6% monthly increase for income and 0.5% for consumption. This compares with gains for 0.5% and 1.3%, respectively, in October. The Federal Reserve’s preferred inflation gauge, the core PCE price index, jumped 4.1% year over year in October, the fastest rate since 1991. Predictions are for it to spike 4.6% in November.\nThe Census Bureau releases the durable goods report for November. New orders for durable manufactured goods are expected to increase 2.1%, to $265.6 billion. Excluding transportation, new orders are seen gaining 0.6%, compared with a 0.5% rise in October.\nFriday 12/24\nU.S. equity and fixed-income markets are closed in observance of Christmas.","news_type":1,"symbols_score_info":{"CTAS":0.9,"KMX":0.9,".SPX":0.9,".DJI":0.9,"PAYX":0.9,"MU":0.9,"GIS":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":4538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699400481,"gmtCreate":1639870651246,"gmtModify":1639870651864,"author":{"id":"3583705894030764","authorId":"3583705894030764","name":"Tailwind","avatar":"https://static.tigerbbs.com/e34622367968d3257c3ffe6b0d24ff87","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583705894030764","idStr":"3583705894030764"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699400481","repostId":"1109895138","repostType":4,"repost":{"id":"1109895138","kind":"news","pubTimestamp":1639810699,"share":"https://www.laohunote.com/m/news/1109895138?lang=zh_CN&edition=full","pubTime":"2021-12-18 14:58","market":"us","language":"en","title":"1 Surefire Growth Stock to Buy and Hold<blockquote>1 只值得购买和持有的 Surefire Growth 股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1109895138","media":"Motley Fool","summary":"Globant may not be a familiar name to many investors, and at first glance, this company may fail to ","content":"<p><a href=\"https://laohu8.com/S/GLOB\"><b>Globant</b></a>&nbsp;may not be a familiar name to many investors, and at first glance, this company may fail to grab your attention. After all, IT consulting isn't the most groundbreaking business model. But this stock is up 380% over the past three years, crushing the&nbsp;<b>S&amp;P 500</b>, and that outperformance could continue in the future.</p><p><blockquote><a href=\"https://laohu8.com/S/GLOB\"><b>全球</b></a>对于许多投资者来说可能不是一个熟悉的名字，乍一看，这家公司可能无法抓住你的注意力。毕竟，IT咨询并不是最具突破性的商业模式。但该股在过去三年中上涨了 380%，打破了<b>标普500</b>而且这种优异表现在未来可能会持续下去。</blockquote></p><p> Globant employs over 20,500&nbsp;IT professionals with expertise in emerging technologies like artificial intelligence, augmented reality, and the metaverse. To that end, the founder-led management team has positioned Globant as a key enabler of digital transformation, meaning the company benefits from a massive and growing market opportunity.</p><p><blockquote>Globant拥有20,500多名IT专业人员，他们在人工智能、增强现实和元宇宙等新兴技术方面拥有专业知识。为此，创始人领导的管理团队将Globant定位为数字化转型的关键推动者，这意味着该公司受益于巨大且不断增长的市场机会。</blockquote></p><p> <b>Trevor Jennewine:</b>&nbsp;Globant comes to mind when I think about companies with great management. Globant was founded by four friends in Latin America in 2003. One of those four people was the current CEO, Martin Migoya.</p><p><blockquote><b>特雷弗·詹内温：</b>当我想到管理出色的公司时，我就会想到Globant。Globant由拉丁美洲的四位朋友于2003年创立。这四个人之一是现任首席执行官马丁·米戈亚。</blockquote></p><p> Globant specializes in IT consulting and product engineering. The company's expertise spans the gamut of trendy technologies, from blockchain and artificial intelligence to data analytics and augmented reality. In a nutshell, Globant essentially helps organizations achieve their digital transformation initiatives. It has customers like<b>Electronic Arts</b>,<b>MercadoLibre</b>, [<b>Alphabet</b>'s] Google,<b>Walt Disney</b>. This is a big market -- digital transformation is a pretty popular buzzword right now. The company puts its addressable market at $154 billion by 2022.</p><p><blockquote>Globant专门从事IT咨询和产品工程。该公司的专业知识涵盖了从区块链和人工智能到数据分析和增强现实的各种流行技术。简而言之，Globant本质上是帮助组织实现其数字化转型计划。它的客户喜欢<b>电子艺术</b>,<b>自由市场</b>,[<b>Alphabet</b>谷歌，<b>华特·迪士尼</b>这是一个很大的市场——数字化转型现在是一个相当流行的流行语。该公司预计到 2022 年其潜在市场规模将达到 1,540 亿美元。</blockquote></p><p> Some of those things I mentioned earlier, I like that you have this founder-led management team. If you look at Glassdoor, it appears that there's a strong workplace culture: 93% of people would recommend the company to a friend, 96% of people approve of the CEO. I think that's especially important for a consulting company. Globant's business is built around helping organizations implement and scale new technologies, operate more efficiently, improve the customer experience. That's going to be difficult if your employees don't like coming to work every day.</p><p><blockquote>我前面提到的一些事情，我喜欢你有这个创始人领导的管理团队。如果你看看Glassdoor，似乎有一个强大的工作场所文化：93%的人会向朋友推荐该公司，96%的人认可首席执行官。我认为这对咨询公司来说尤其重要。Globant的业务围绕着帮助组织实施和扩展新技术、更高效地运营、改善客户体验而建立。如果你的员工不喜欢每天来上班，那就很难了。</blockquote></p><p> Then, the company's has also received some recognition that speak to the success that it's having. Globant is one of the top five fastest-growing engineering services companies based on a report from Everest Group. It's also a leader and customer experience improvement services based on a report from the International Data Corporation.</p><p><blockquote>然后，该公司也获得了一些认可，这说明了它的成功。根据 Everest Group 的一份报告，Globant 是增长最快的五家工程服务公司之一。根据国际数据公司的一份报告，它也是一家领先的客户体验改善服务公司。</blockquote></p><p> The financial results look great here, too. Over the last year, $1.2 billion in revenue up 50%; $2.07 per diluted share on the bottom line, up 64%. They also have over 1,000 customers now. They grew their customer base 14%. But the customers spending over $1 million, they have 162 of those customers now -- that's up 37%. It's nice to see them ramping spend from their customer base there.</p><p><blockquote>这里的财务业绩看起来也很棒。去年，12亿美元的收入增长了50%；稀释后每股盈利 2.07 美元，上涨 64%。他们现在也有1000多名客户。他们的客户群增长了14%。但对于消费超过 100 万美元的客户，他们现在有 162 个这样的客户，增长了 37%。很高兴看到他们从那里的客户群中增加支出。</blockquote></p><p> Then between 2022 and 2024, according to the International Data Corporation, enterprises around the world will spend $6.3 trillion on the digital transformation initiatives. This is just a massive market opportunity. I think having that founder CEO there, I think he's really taken the company in a good direction. That gives me a lot of confidence in Globant going forward.</p><p><blockquote>根据国际数据公司的数据，在2022年至2024年期间，世界各地的企业将在数字化转型计划上花费6.3万亿美元。这只是一个巨大的市场机会。我认为有那位创始人首席执行官在那里，我认为他真的把公司带到了一个好的方向。这让我对 Globant 的未来充满信心。</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>1 Surefire Growth Stock to Buy and Hold<blockquote>1 只值得购买和持有的 Surefire Growth 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\">\n1 Surefire Growth Stock to Buy and Hold<blockquote>1 只值得购买和持有的 Surefire Growth 股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-18 14:58</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/GLOB\"><b>Globant</b></a>&nbsp;may not be a familiar name to many investors, and at first glance, this company may fail to grab your attention. After all, IT consulting isn't the most groundbreaking business model. But this stock is up 380% over the past three years, crushing the&nbsp;<b>S&amp;P 500</b>, and that outperformance could continue in the future.</p><p><blockquote><a href=\"https://laohu8.com/S/GLOB\"><b>全球</b></a>对于许多投资者来说可能不是一个熟悉的名字，乍一看，这家公司可能无法抓住你的注意力。毕竟，IT咨询并不是最具突破性的商业模式。但该股在过去三年中上涨了 380%，打破了<b>标普500</b>而且这种优异表现在未来可能会持续下去。</blockquote></p><p> Globant employs over 20,500&nbsp;IT professionals with expertise in emerging technologies like artificial intelligence, augmented reality, and the metaverse. To that end, the founder-led management team has positioned Globant as a key enabler of digital transformation, meaning the company benefits from a massive and growing market opportunity.</p><p><blockquote>Globant拥有20,500多名IT专业人员，他们在人工智能、增强现实和元宇宙等新兴技术方面拥有专业知识。为此，创始人领导的管理团队将Globant定位为数字化转型的关键推动者，这意味着该公司受益于巨大且不断增长的市场机会。</blockquote></p><p> <b>Trevor Jennewine:</b>&nbsp;Globant comes to mind when I think about companies with great management. Globant was founded by four friends in Latin America in 2003. One of those four people was the current CEO, Martin Migoya.</p><p><blockquote><b>特雷弗·詹内温：</b>当我想到管理出色的公司时，我就会想到Globant。Globant由拉丁美洲的四位朋友于2003年创立。这四个人之一是现任首席执行官马丁·米戈亚。</blockquote></p><p> Globant specializes in IT consulting and product engineering. The company's expertise spans the gamut of trendy technologies, from blockchain and artificial intelligence to data analytics and augmented reality. In a nutshell, Globant essentially helps organizations achieve their digital transformation initiatives. It has customers like<b>Electronic Arts</b>,<b>MercadoLibre</b>, [<b>Alphabet</b>'s] Google,<b>Walt Disney</b>. This is a big market -- digital transformation is a pretty popular buzzword right now. The company puts its addressable market at $154 billion by 2022.</p><p><blockquote>Globant专门从事IT咨询和产品工程。该公司的专业知识涵盖了从区块链和人工智能到数据分析和增强现实的各种流行技术。简而言之，Globant本质上是帮助组织实现其数字化转型计划。它的客户喜欢<b>电子艺术</b>,<b>自由市场</b>,[<b>Alphabet</b>谷歌，<b>华特·迪士尼</b>这是一个很大的市场——数字化转型现在是一个相当流行的流行语。该公司预计到 2022 年其潜在市场规模将达到 1,540 亿美元。</blockquote></p><p> Some of those things I mentioned earlier, I like that you have this founder-led management team. If you look at Glassdoor, it appears that there's a strong workplace culture: 93% of people would recommend the company to a friend, 96% of people approve of the CEO. I think that's especially important for a consulting company. Globant's business is built around helping organizations implement and scale new technologies, operate more efficiently, improve the customer experience. That's going to be difficult if your employees don't like coming to work every day.</p><p><blockquote>我前面提到的一些事情，我喜欢你有这个创始人领导的管理团队。如果你看看Glassdoor，似乎有一个强大的工作场所文化：93%的人会向朋友推荐该公司，96%的人认可首席执行官。我认为这对咨询公司来说尤其重要。Globant的业务围绕着帮助组织实施和扩展新技术、更高效地运营、改善客户体验而建立。如果你的员工不喜欢每天来上班，那就很难了。</blockquote></p><p> Then, the company's has also received some recognition that speak to the success that it's having. Globant is one of the top five fastest-growing engineering services companies based on a report from Everest Group. It's also a leader and customer experience improvement services based on a report from the International Data Corporation.</p><p><blockquote>然后，该公司也获得了一些认可，这说明了它的成功。根据 Everest Group 的一份报告，Globant 是增长最快的五家工程服务公司之一。根据国际数据公司的一份报告，它也是一家领先的客户体验改善服务公司。</blockquote></p><p> The financial results look great here, too. Over the last year, $1.2 billion in revenue up 50%; $2.07 per diluted share on the bottom line, up 64%. They also have over 1,000 customers now. They grew their customer base 14%. But the customers spending over $1 million, they have 162 of those customers now -- that's up 37%. It's nice to see them ramping spend from their customer base there.</p><p><blockquote>这里的财务业绩看起来也很棒。去年，12亿美元的收入增长了50%；稀释后每股盈利 2.07 美元，上涨 64%。他们现在也有1000多名客户。他们的客户群增长了14%。但对于消费超过 100 万美元的客户，他们现在有 162 个这样的客户，增长了 37%。很高兴看到他们从那里的客户群中增加支出。</blockquote></p><p> Then between 2022 and 2024, according to the International Data Corporation, enterprises around the world will spend $6.3 trillion on the digital transformation initiatives. This is just a massive market opportunity. I think having that founder CEO there, I think he's really taken the company in a good direction. That gives me a lot of confidence in Globant going forward.</p><p><blockquote>根据国际数据公司的数据，在2022年至2024年期间，世界各地的企业将在数字化转型计划上花费6.3万亿美元。这只是一个巨大的市场机会。我认为有那位创始人首席执行官在那里，我认为他真的把公司带到了一个好的方向。这让我对 Globant 的未来充满信心。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/17/1-surefire-growth-stock-to-buy-and-hold/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GLOB":"Globant"},"source_url":"https://www.fool.com/investing/2021/12/17/1-surefire-growth-stock-to-buy-and-hold/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109895138","content_text":"Globant may not be a familiar name to many investors, and at first glance, this company may fail to grab your attention. After all, IT consulting isn't the most groundbreaking business model. But this stock is up 380% over the past three years, crushing the S&P 500, and that outperformance could continue in the future.\nGlobant employs over 20,500 IT professionals with expertise in emerging technologies like artificial intelligence, augmented reality, and the metaverse. To that end, the founder-led management team has positioned Globant as a key enabler of digital transformation, meaning the company benefits from a massive and growing market opportunity.\nTrevor Jennewine: Globant comes to mind when I think about companies with great management. Globant was founded by four friends in Latin America in 2003. One of those four people was the current CEO, Martin Migoya.\nGlobant specializes in IT consulting and product engineering. The company's expertise spans the gamut of trendy technologies, from blockchain and artificial intelligence to data analytics and augmented reality. In a nutshell, Globant essentially helps organizations achieve their digital transformation initiatives. It has customers likeElectronic Arts,MercadoLibre, [Alphabet's] Google,Walt Disney. This is a big market -- digital transformation is a pretty popular buzzword right now. The company puts its addressable market at $154 billion by 2022.\nSome of those things I mentioned earlier, I like that you have this founder-led management team. If you look at Glassdoor, it appears that there's a strong workplace culture: 93% of people would recommend the company to a friend, 96% of people approve of the CEO. I think that's especially important for a consulting company. Globant's business is built around helping organizations implement and scale new technologies, operate more efficiently, improve the customer experience. That's going to be difficult if your employees don't like coming to work every day.\nThen, the company's has also received some recognition that speak to the success that it's having. Globant is one of the top five fastest-growing engineering services companies based on a report from Everest Group. It's also a leader and customer experience improvement services based on a report from the International Data Corporation.\nThe financial results look great here, too. Over the last year, $1.2 billion in revenue up 50%; $2.07 per diluted share on the bottom line, up 64%. They also have over 1,000 customers now. They grew their customer base 14%. But the customers spending over $1 million, they have 162 of those customers now -- that's up 37%. It's nice to see them ramping spend from their customer base there.\nThen between 2022 and 2024, according to the International Data Corporation, enterprises around the world will spend $6.3 trillion on the digital transformation initiatives. This is just a massive market opportunity. I think having that founder CEO there, I think he's really taken the company in a good direction. That gives me a lot of confidence in Globant going forward.","news_type":1,"symbols_score_info":{"GLOB":0.9}},"isVote":1,"tweetType":1,"viewCount":956,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699696985,"gmtCreate":1639788702702,"gmtModify":1639788703220,"author":{"id":"3583705894030764","authorId":"3583705894030764","name":"Tailwind","avatar":"https://static.tigerbbs.com/e34622367968d3257c3ffe6b0d24ff87","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583705894030764","idStr":"3583705894030764"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/699696985","repostId":"2192597562","repostType":4,"isVote":1,"tweetType":1,"viewCount":1105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690497817,"gmtCreate":1639699787630,"gmtModify":1639699788193,"author":{"id":"3583705894030764","authorId":"3583705894030764","name":"Tailwind","avatar":"https://static.tigerbbs.com/e34622367968d3257c3ffe6b0d24ff87","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583705894030764","idStr":"3583705894030764"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690497817","repostId":"2192942001","repostType":4,"isVote":1,"tweetType":1,"viewCount":1055,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690095375,"gmtCreate":1639612054232,"gmtModify":1639612054745,"author":{"id":"3583705894030764","authorId":"3583705894030764","name":"Tailwind","avatar":"https://static.tigerbbs.com/e34622367968d3257c3ffe6b0d24ff87","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583705894030764","idStr":"3583705894030764"},"themes":[],"title":"","htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/690095375","repostId":"2191994940","repostType":4,"isVote":1,"tweetType":1,"viewCount":1434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604474764,"gmtCreate":1639442877556,"gmtModify":1639442878087,"author":{"id":"3583705894030764","authorId":"3583705894030764","name":"Tailwind","avatar":"https://static.tigerbbs.com/e34622367968d3257c3ffe6b0d24ff87","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583705894030764","idStr":"3583705894030764"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604474764","repostId":"2191984334","repostType":4,"isVote":1,"tweetType":1,"viewCount":781,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604326946,"gmtCreate":1639353043377,"gmtModify":1639353043879,"author":{"id":"3583705894030764","authorId":"3583705894030764","name":"Tailwind","avatar":"https://static.tigerbbs.com/e34622367968d3257c3ffe6b0d24ff87","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583705894030764","idStr":"3583705894030764"},"themes":[],"title":"","htmlText":"[Cool]&nbsp;","listText":"[Cool]&nbsp;","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604326946","repostId":"1171271872","repostType":4,"repost":{"id":"1171271872","kind":"news","pubTimestamp":1639348466,"share":"https://www.laohunote.com/m/news/1171271872?lang=zh_CN&edition=full","pubTime":"2021-12-13 06:34","market":"us","language":"en","title":"Rivian,Adobe,FedEx,Lennar,Campbell Soup,and Other Stocks to Watch This Week<blockquote>Rivian、Adobe、FedEx、Lenner、Campbell Soup 和本周值得关注的其他股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1171271872","media":"Barrons","summary":"The main event for investors this week will be the Federal Reserve’s rate-setting committee’s last meeting of 2021. Recent commentary from officials has leaned more hawkish, setting up a potential announcement of plans to accelerate monthly asset purchase tapering.The Federal Open Market Committee’s two-day meeting takes place on Tuesday and Wednesday.Earnings reports this week are few, but will include Campbell Soup on Tuesday;Lennar,Accenture,FedEx,Rivian Automotive, and Adobe on Thursday; and","content":"<p>The main event for investors this week will be the Federal Reserve’s rate-setting committee’s&nbsp;last meeting of 2021. Recent commentary from officials has leaned more hawkish, setting up a potential announcement of plans to accelerate monthly asset purchase tapering.</p><p><blockquote>本周投资者的主要活动将是美联储利率制定委员会 2021 年的最后一次会议。官员们最近的评论更加鹰派，可能会宣布加速每月资产购买缩减规模的计划。</blockquote></p><p> The Federal Open Market Committee’s two-day meeting takes place on Tuesday and Wednesday.</p><p><blockquote>联邦公开市场委员会为期两天的会议将于周二和周三举行。</blockquote></p><p> Earnings reports this week are few, but will include&nbsp;Campbell Soup&nbsp;on Tuesday;Lennar,Accenture,FedEx,Rivian&nbsp;Automotive, and&nbsp;Adobe&nbsp;on Thursday; and&nbsp;Darden Restaurants&nbsp;on Friday.</p><p><blockquote>本周的财报很少，但将包括周二的金宝汤；Lenner、埃森哲、联邦快递、Rivian Automotive 和 Adobe 周四；周五的达顿餐厅。</blockquote></p><p> Economic data coming out this week includes the Bureau of Labor Statistics’ producer price index for November on Tuesday. Economists expect a 0.55% month-over-month rise for the headline index and a 0.4% gain for the core PPI. Those would both roughly match October’s pace of producer inflation.</p><p><blockquote>本周公布的经济数据包括美国劳工统计局周二公布的 11 月份生产者价格指数。经济学家预计总体指数环比上涨0.55%，核心PPI上涨0.4%。这两者都将大致与 10 月份的生产者通胀率持平。</blockquote></p><p> Other data releases include the National Federation of Independent Businesses’ sentiment&nbsp;index on Tuesday, November retail-sales spending from the Census Bureau on Wednesday, and the November housing starts on Thursday.</p><p><blockquote>其他数据还包括周二公布的全国独立企业联合会（National Federation of Independent Businesses）的情绪指数、周三公布的人口普查局（Census Bureau）的 11 月份零售销售支出以及周四公布的 11 月份房屋开工数据。</blockquote></p><p> <b>Monday 12/13</b></p><p><blockquote><b>12/13星期一</b></blockquote></p><p> J.Jill&nbsp;and&nbsp;PHX Minerals&nbsp;host earnings conference calls.</p><p><blockquote>J.Jill 和 PHX Minerals 在评级举办盈利会议。</blockquote></p><p> <b>Tuesday 12/14</b></p><p><blockquote><b>星期二 12/14</b></blockquote></p><p> Campbell Soup, Barnes Group, and&nbsp;Avaya Holdings&nbsp;host investor days.</p><p><blockquote>Campbell Soup、Barnes Group 和 Avaya Holdings 举办投资者日。</blockquote></p><p> <b>The Bureau of Labor</b>&nbsp;Statistics releases the producer price index for November. Consensus estimate is for a 0.55% month-over-month rise, and for the core PPI, which excludes food and energy, to gain 0.4%. This compares with increases of 0.6% and 0.4%, respectively, in October.</p><p><blockquote><b>劳工局</b>统计局发布了11月份的生产者价格指数。普遍预计环比上涨 0.55%，不包括食品和能源的核心 PPI 将上涨 0.4%。相比之下，10 月份分别增长了 0.6% 和 0.4%。</blockquote></p><p> <b>The National Federation</b>&nbsp;of Independent Businesses reports its index, which surveys about 5,000 small-business owners across the country, for November. Expectations call for a reading of 98.3, compared with 98.2 in October.</p><p><blockquote><b>全国联合会</b>独立企业报告了11月份的指数，该指数调查了全国约5000名小企业主。看涨期权的预期读数为98.3，而10月份为98.2。</blockquote></p><p> <b>Wednesday 12/15</b></p><p><blockquote><b>12/15星期三</b></blockquote></p><p> <b>The Federal Open Market Committee</b> concludes its two-day meeting, when policy makers will discuss accelerating the timetable for tapering monthly securities purchases.</p><p><blockquote><b>联邦公开市场委员会</b>结束为期两天的会议，政策制定者将讨论加快逐步减少每月证券购买的时间表。</blockquote></p><p> <b>The BLS reports</b> export and import price data for November. Expectations are for a 0.5% month-over-month rise in export prices, while import prices are seen increasing 0.5%. This compares with gains of 1.5% and 1.2%, respectively, in October.</p><p><blockquote><b>BLS报告</b>11月份进出口价格数据。预计出口价格将环比上涨 0.5%，而进口价格将上涨 0.5%。相比之下，10 月份的涨幅分别为 1.5% 和 1.2%。</blockquote></p><p> <b>The National Association</b> of Home Builders releases its NAHB/Wells Fargo Housing Market Index for December. Consensus estimate is for an 84 reading, compared with an 83 reading in November. The index peaked at 90 late last year, and home builders remain bullish on the housing market.</p><p><blockquote><b>全国协会</b>住宅建筑商发布了12月份的NAHB/富国银行住房市场指数。普遍估计读数为84，而11月份的读数为83。该指数去年底达到90的峰值，房屋建筑商仍然看好房地产市场。</blockquote></p><p> <b>The Census Bureau</b> reports on retail-sales spending for November. Expectations are for a seasonally adjusted 0.7% month-over-month increase in retail sales, compared with a 1.7% rise in October. Excluding autos, spending is seen rising 0.8%, compared with 1.7% in the previous period.</p><p><blockquote><b>人口普查局</b>11 月份零售支出报告。经季节性调整后，预计零售额环比增长 0.7%，而 10 月份为 1.7%。不包括汽车，支出预计增长 0.8%，而上一时期为 1.7%。</blockquote></p><p> <b>Thursday 12/16</b></p><p><blockquote><b>星期四 12/16</b></blockquote></p><p> Heico,Lennar, Accenture, FedEx, Jabil, Adobe, Rivian Automotive, and Nordson are among companies hosting earnings conference calls.</p><p><blockquote>Heico、Lennar、埃森哲、联邦快递、捷普、Adobe、Rivian汽车和诺信等公司在评级举办了财报会议。</blockquote></p><p> <b>The Census Bureau</b>releases its New Residential Construction report for November. The seasonally adjusted annual rate of housing starts is expected to be 1.563 million units, compared with 1.52 million in October. A housing start is counted when excavation begins on a home. Permits issued for new-home construction are expected to be 1.655 million, compared with 1.653 million in October.</p><p><blockquote><b>人口普查局</b>发布11月份新的住宅建设报告。经季节性调整后的新屋开工率预计为156.3万套，而10月份为152万套。当房屋开始挖掘时，房屋开始计算。新房建设许可证预计为165.5万份，而10月份为165.3万份。</blockquote></p><p> <b>The Bank of England</b> announces its interest-rate decision and publishes the minutes of the meeting.</p><p><blockquote><b>英格兰银行</b>宣布利率决定并公布会议纪要。</blockquote></p><p> <b>The Federal Reserve</b> releases industrial production data for November. Economists are looking for a 0.6% rise, after a 1.6% increase in October. Capacity utilization is expected at 76.8, roughly in line with October’s 76.4%.</p><p><blockquote><b>美联储</b>公布11月份工业生产数据。继 10 月份上涨 1.6% 之后，经济学家预计上涨 0.6%。产能利用率预计为 76.8%，与 10 月份的 76.4% 大致持平。</blockquote></p><p> <b>Friday 12/17</b></p><p><blockquote><b>12/17星期五</b></blockquote></p><p> Steelcase,Darden Restaurants, and&nbsp;Quanex Building Products&nbsp;host earnings conference calls.</p><p><blockquote>Steelcase、Darden Restaurants 和 Quanex Building Products 在评级举办财报会议。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Rivian,Adobe,FedEx,Lennar,Campbell Soup,and Other Stocks to Watch This Week<blockquote>Rivian、Adobe、FedEx、Lenner、Campbell Soup 和本周值得关注的其他股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRivian,Adobe,FedEx,Lennar,Campbell Soup,and Other Stocks to Watch This Week<blockquote>Rivian、Adobe、FedEx、Lenner、Campbell Soup 和本周值得关注的其他股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-13 06:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The main event for investors this week will be the Federal Reserve’s rate-setting committee’s&nbsp;last meeting of 2021. Recent commentary from officials has leaned more hawkish, setting up a potential announcement of plans to accelerate monthly asset purchase tapering.</p><p><blockquote>本周投资者的主要活动将是美联储利率制定委员会 2021 年的最后一次会议。官员们最近的评论更加鹰派，可能会宣布加速每月资产购买缩减规模的计划。</blockquote></p><p> The Federal Open Market Committee’s two-day meeting takes place on Tuesday and Wednesday.</p><p><blockquote>联邦公开市场委员会为期两天的会议将于周二和周三举行。</blockquote></p><p> Earnings reports this week are few, but will include&nbsp;Campbell Soup&nbsp;on Tuesday;Lennar,Accenture,FedEx,Rivian&nbsp;Automotive, and&nbsp;Adobe&nbsp;on Thursday; and&nbsp;Darden Restaurants&nbsp;on Friday.</p><p><blockquote>本周的财报很少，但将包括周二的金宝汤；Lenner、埃森哲、联邦快递、Rivian Automotive 和 Adobe 周四；周五的达顿餐厅。</blockquote></p><p> Economic data coming out this week includes the Bureau of Labor Statistics’ producer price index for November on Tuesday. Economists expect a 0.55% month-over-month rise for the headline index and a 0.4% gain for the core PPI. Those would both roughly match October’s pace of producer inflation.</p><p><blockquote>本周公布的经济数据包括美国劳工统计局周二公布的 11 月份生产者价格指数。经济学家预计总体指数环比上涨0.55%，核心PPI上涨0.4%。这两者都将大致与 10 月份的生产者通胀率持平。</blockquote></p><p> Other data releases include the National Federation of Independent Businesses’ sentiment&nbsp;index on Tuesday, November retail-sales spending from the Census Bureau on Wednesday, and the November housing starts on Thursday.</p><p><blockquote>其他数据还包括周二公布的全国独立企业联合会（National Federation of Independent Businesses）的情绪指数、周三公布的人口普查局（Census Bureau）的 11 月份零售销售支出以及周四公布的 11 月份房屋开工数据。</blockquote></p><p> <b>Monday 12/13</b></p><p><blockquote><b>12/13星期一</b></blockquote></p><p> J.Jill&nbsp;and&nbsp;PHX Minerals&nbsp;host earnings conference calls.</p><p><blockquote>J.Jill 和 PHX Minerals 在评级举办盈利会议。</blockquote></p><p> <b>Tuesday 12/14</b></p><p><blockquote><b>星期二 12/14</b></blockquote></p><p> Campbell Soup, Barnes Group, and&nbsp;Avaya Holdings&nbsp;host investor days.</p><p><blockquote>Campbell Soup、Barnes Group 和 Avaya Holdings 举办投资者日。</blockquote></p><p> <b>The Bureau of Labor</b>&nbsp;Statistics releases the producer price index for November. Consensus estimate is for a 0.55% month-over-month rise, and for the core PPI, which excludes food and energy, to gain 0.4%. This compares with increases of 0.6% and 0.4%, respectively, in October.</p><p><blockquote><b>劳工局</b>统计局发布了11月份的生产者价格指数。普遍预计环比上涨 0.55%，不包括食品和能源的核心 PPI 将上涨 0.4%。相比之下，10 月份分别增长了 0.6% 和 0.4%。</blockquote></p><p> <b>The National Federation</b>&nbsp;of Independent Businesses reports its index, which surveys about 5,000 small-business owners across the country, for November. Expectations call for a reading of 98.3, compared with 98.2 in October.</p><p><blockquote><b>全国联合会</b>独立企业报告了11月份的指数，该指数调查了全国约5000名小企业主。看涨期权的预期读数为98.3，而10月份为98.2。</blockquote></p><p> <b>Wednesday 12/15</b></p><p><blockquote><b>12/15星期三</b></blockquote></p><p> <b>The Federal Open Market Committee</b> concludes its two-day meeting, when policy makers will discuss accelerating the timetable for tapering monthly securities purchases.</p><p><blockquote><b>联邦公开市场委员会</b>结束为期两天的会议，政策制定者将讨论加快逐步减少每月证券购买的时间表。</blockquote></p><p> <b>The BLS reports</b> export and import price data for November. Expectations are for a 0.5% month-over-month rise in export prices, while import prices are seen increasing 0.5%. This compares with gains of 1.5% and 1.2%, respectively, in October.</p><p><blockquote><b>BLS报告</b>11月份进出口价格数据。预计出口价格将环比上涨 0.5%，而进口价格将上涨 0.5%。相比之下，10 月份的涨幅分别为 1.5% 和 1.2%。</blockquote></p><p> <b>The National Association</b> of Home Builders releases its NAHB/Wells Fargo Housing Market Index for December. Consensus estimate is for an 84 reading, compared with an 83 reading in November. The index peaked at 90 late last year, and home builders remain bullish on the housing market.</p><p><blockquote><b>全国协会</b>住宅建筑商发布了12月份的NAHB/富国银行住房市场指数。普遍估计读数为84，而11月份的读数为83。该指数去年底达到90的峰值，房屋建筑商仍然看好房地产市场。</blockquote></p><p> <b>The Census Bureau</b> reports on retail-sales spending for November. Expectations are for a seasonally adjusted 0.7% month-over-month increase in retail sales, compared with a 1.7% rise in October. Excluding autos, spending is seen rising 0.8%, compared with 1.7% in the previous period.</p><p><blockquote><b>人口普查局</b>11 月份零售支出报告。经季节性调整后，预计零售额环比增长 0.7%，而 10 月份为 1.7%。不包括汽车，支出预计增长 0.8%，而上一时期为 1.7%。</blockquote></p><p> <b>Thursday 12/16</b></p><p><blockquote><b>星期四 12/16</b></blockquote></p><p> Heico,Lennar, Accenture, FedEx, Jabil, Adobe, Rivian Automotive, and Nordson are among companies hosting earnings conference calls.</p><p><blockquote>Heico、Lennar、埃森哲、联邦快递、捷普、Adobe、Rivian汽车和诺信等公司在评级举办了财报会议。</blockquote></p><p> <b>The Census Bureau</b>releases its New Residential Construction report for November. The seasonally adjusted annual rate of housing starts is expected to be 1.563 million units, compared with 1.52 million in October. A housing start is counted when excavation begins on a home. Permits issued for new-home construction are expected to be 1.655 million, compared with 1.653 million in October.</p><p><blockquote><b>人口普查局</b>发布11月份新的住宅建设报告。经季节性调整后的新屋开工率预计为156.3万套，而10月份为152万套。当房屋开始挖掘时，房屋开始计算。新房建设许可证预计为165.5万份，而10月份为165.3万份。</blockquote></p><p> <b>The Bank of England</b> announces its interest-rate decision and publishes the minutes of the meeting.</p><p><blockquote><b>英格兰银行</b>宣布利率决定并公布会议纪要。</blockquote></p><p> <b>The Federal Reserve</b> releases industrial production data for November. Economists are looking for a 0.6% rise, after a 1.6% increase in October. Capacity utilization is expected at 76.8, roughly in line with October’s 76.4%.</p><p><blockquote><b>美联储</b>公布11月份工业生产数据。继 10 月份上涨 1.6% 之后，经济学家预计上涨 0.6%。产能利用率预计为 76.8%，与 10 月份的 76.4% 大致持平。</blockquote></p><p> <b>Friday 12/17</b></p><p><blockquote><b>12/17星期五</b></blockquote></p><p> Steelcase,Darden Restaurants, and&nbsp;Quanex Building Products&nbsp;host earnings conference calls.</p><p><blockquote>Steelcase、Darden Restaurants 和 Quanex Building Products 在评级举办财报会议。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/stocks-to-watch-this-week-fedex-rivian-lennar-campbell-adobe-51639330550?mod=hp_LEAD_3\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PHX":"潘汉德尔油气","LEN":"莱纳建筑公司","RIVN":"Rivian Automotive, Inc.",".SPX":"S&P 500 Index","CPB":"金宝汤",".DJI":"道琼斯","ADBE":"Adobe","JILL":"J.Jill Inc.","ACN":"埃森哲","DRI":"达登饭店","FDX":"联邦快递",".IXIC":"NASDAQ Composite","HEI":"海科航空"},"source_url":"https://www.barrons.com/articles/stocks-to-watch-this-week-fedex-rivian-lennar-campbell-adobe-51639330550?mod=hp_LEAD_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171271872","content_text":"The main event for investors this week will be the Federal Reserve’s rate-setting committee’s last meeting of 2021. Recent commentary from officials has leaned more hawkish, setting up a potential announcement of plans to accelerate monthly asset purchase tapering.\nThe Federal Open Market Committee’s two-day meeting takes place on Tuesday and Wednesday.\nEarnings reports this week are few, but will include Campbell Soup on Tuesday;Lennar,Accenture,FedEx,Rivian Automotive, and Adobe on Thursday; and Darden Restaurants on Friday.\nEconomic data coming out this week includes the Bureau of Labor Statistics’ producer price index for November on Tuesday. Economists expect a 0.55% month-over-month rise for the headline index and a 0.4% gain for the core PPI. Those would both roughly match October’s pace of producer inflation.\nOther data releases include the National Federation of Independent Businesses’ sentiment index on Tuesday, November retail-sales spending from the Census Bureau on Wednesday, and the November housing starts on Thursday.\nMonday 12/13\nJ.Jill and PHX Minerals host earnings conference calls.\nTuesday 12/14\nCampbell Soup, Barnes Group, and Avaya Holdings host investor days.\nThe Bureau of Labor Statistics releases the producer price index for November. Consensus estimate is for a 0.55% month-over-month rise, and for the core PPI, which excludes food and energy, to gain 0.4%. This compares with increases of 0.6% and 0.4%, respectively, in October.\nThe National Federation of Independent Businesses reports its index, which surveys about 5,000 small-business owners across the country, for November. Expectations call for a reading of 98.3, compared with 98.2 in October.\nWednesday 12/15\nThe Federal Open Market Committee concludes its two-day meeting, when policy makers will discuss accelerating the timetable for tapering monthly securities purchases.\nThe BLS reports export and import price data for November. Expectations are for a 0.5% month-over-month rise in export prices, while import prices are seen increasing 0.5%. This compares with gains of 1.5% and 1.2%, respectively, in October.\nThe National Association of Home Builders releases its NAHB/Wells Fargo Housing Market Index for December. Consensus estimate is for an 84 reading, compared with an 83 reading in November. The index peaked at 90 late last year, and home builders remain bullish on the housing market.\nThe Census Bureau reports on retail-sales spending for November. Expectations are for a seasonally adjusted 0.7% month-over-month increase in retail sales, compared with a 1.7% rise in October. Excluding autos, spending is seen rising 0.8%, compared with 1.7% in the previous period.\nThursday 12/16\nHeico,Lennar, Accenture, FedEx, Jabil, Adobe, Rivian Automotive, and Nordson are among companies hosting earnings conference calls.\nThe Census Bureaureleases its New Residential Construction report for November. The seasonally adjusted annual rate of housing starts is expected to be 1.563 million units, compared with 1.52 million in October. A housing start is counted when excavation begins on a home. Permits issued for new-home construction are expected to be 1.655 million, compared with 1.653 million in October.\nThe Bank of England announces its interest-rate decision and publishes the minutes of the meeting.\nThe Federal Reserve releases industrial production data for November. Economists are looking for a 0.6% rise, after a 1.6% increase in October. Capacity utilization is expected at 76.8, roughly in line with October’s 76.4%.\nFriday 12/17\nSteelcase,Darden Restaurants, and Quanex Building Products host earnings conference calls.","news_type":1,"symbols_score_info":{"CPB":0.9,"RIVN":0.9,"PHX":0.9,"ACN":0.9,"LEN":0.9,"ADBE":0.9,"DRI":0.9,".DJI":0.9,"HEI":0.9,".SPX":0.9,"FDX":0.9,"SCS":0.9,"JILL":0.9,"AVYA":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1043,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605765991,"gmtCreate":1639266729013,"gmtModify":1639266729523,"author":{"id":"3583705894030764","authorId":"3583705894030764","name":"Tailwind","avatar":"https://static.tigerbbs.com/e34622367968d3257c3ffe6b0d24ff87","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583705894030764","idStr":"3583705894030764"},"themes":[],"title":"","htmlText":"Oh","listText":"Oh","text":"Oh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/605765991","repostId":"2190275356","repostType":4,"isVote":1,"tweetType":1,"viewCount":951,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605211037,"gmtCreate":1639179997327,"gmtModify":1639179997798,"author":{"id":"3583705894030764","authorId":"3583705894030764","name":"Tailwind","avatar":"https://static.tigerbbs.com/e34622367968d3257c3ffe6b0d24ff87","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583705894030764","idStr":"3583705894030764"},"themes":[],"title":"","htmlText":"Yes it is possible. But is it probable?","listText":"Yes it is possible. But is it probable?","text":"Yes it is possible. But is it probable?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605211037","repostId":"1144055666","repostType":4,"repost":{"id":"1144055666","kind":"news","pubTimestamp":1639142986,"share":"https://www.laohunote.com/m/news/1144055666?lang=zh_CN&edition=full","pubTime":"2021-12-10 21:29","market":"us","language":"en","title":"Will Nvidia Be a Trillion-Dollar Stock by Next Year?<blockquote>英伟达明年会成为万亿美元股票吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1144055666","media":"Motley Fool","summary":"The graphics chipmaker has the seven-zero valuation in its sights.","content":"<p>It's not a question of if&nbsp;<b>Nvidia</b>&nbsp;will be a trillion-dollar stock, just a matter of when. With the stock up 150% in 2021, the chipmaker has a market valuation of just under $850 billion, which puts the symbolic threshold almost within reach.</p><p><blockquote>这不是一个是否的问题<b>英伟达</b>将成为一只价值万亿美元的股票，只是时间问题。随着该股在 2021 年上涨 150%，这家芯片制造商的市值略低于 8500 亿美元，这使得象征性的门槛几乎触手可及。</blockquote></p><p> However, because even the&nbsp;<b>S&amp;P 500</b>&nbsp;has posted 25% gains this year, or more than double the historical average, the potential for a sharp decline grows increasingly likely. That, too, is a matter of when, not if.</p><p><blockquote>然而，因为即使是<b>标普500</b>今年上涨了 25%，是历史平均水平的两倍多，大幅下跌的可能性越来越大。这也是何时的问题，而不是是否的问题。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a810eede9d4a8b010dd6d83bdd781be9\" tg-width=\"2000\" tg-height=\"1125\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> Ignoring, for the moment, the dramatic plunge that occurred at the onset of the coronavirus pandemic last year, the stock market has been on an incredible years-long tear. Since the end of the&nbsp;Great Recession in 2009, the benchmark index has put on quite the performance by more than quadrupling in value and turning a $10,000 investment into one worth over $42,000 today.</p><p><blockquote>暂时忽略去年冠状病毒大流行爆发时发生的大幅暴跌，股市多年来一直处于令人难以置信的撕裂状态。自2009年大衰退结束以来，基准指数的价值翻了两番多，将10,000美元的投资变成了今天的42,000美元以上。</blockquote></p><p> A new downdraft will undoubtedly take Nvidia down with it, perhaps delaying the inevitable. Here's what it might look like for the tech stock to have that nine-zero valuation.</p><p><blockquote>新的下跌无疑会拖垮英伟达，或许会推迟不可避免的事情。以下是科技股估值为九零的情况。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/381746086571d0ddcf0ce971b1b0ea41\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>It's game on for GPUs</b></p><p><blockquote><b>GPU 的游戏开始了</b></blockquote></p><p> Nvidia is, of course, best known for its graphics cards, or graphics processing units (GPU), which have&nbsp;made immersive, processing-intensive video games possible&nbsp;and remain at the heart of Nvidia's business, generating 45% of total third-quarter revenue.</p><p><blockquote>当然，Nvidia 最出名的是其显卡或图形处理单元 (GPU)，它使沉浸式、处理密集型视频游戏成为可能，并且仍然是 Nvidia 业务的核心，产生了第三季度总收入的 45%。</blockquote></p><p> It's not about to diminish in importance either. First, more people started playing video games during the pandemic, and while many will put their controllers aside as more out-of-home entertainment opportunities open up, many will continue.</p><p><blockquote>它的重要性也不会减弱。首先，在疫情期间，更多的人开始玩视频游戏，虽然随着更多户外娱乐机会的出现，许多人会把控制器放在一边，但许多人会继续玩。</blockquote></p><p> Citing the impact gamification among millennials has had on the adoption of a virtual world for gamers, Mordor Intelligence estimates the gaming GPU market will grow at a compound annual rate of 14% through 2026. This suggests that Nvidia, which already has an 83% share of the discrete gaming GPU market, might generate as much as $20 billion annually just in this segment if its sales growth rate keeps its pace.</p><p><blockquote>Mordor Intelligence引用了千禧一代游戏化对游戏玩家采用虚拟世界的影响，估计到2026年，游戏GPU市场将以14%的复合年增长率增长。这表明，已经占据分立游戏 GPU 市场 83% 份额的英伟达，如果其销售增长率保持不变，仅在这一领域每年就可能产生高达 200 亿美元的收入。</blockquote></p><p> Nvidia is also using AI to make gaming even better and more immersive. Its deep learning super sampling (DLSS) technology uses AI to take low-resolution images and scale them up to high resolutions for display on high-res screens. Add in a nascent but fast-growing esports industry, along with the growth of its&nbsp;GeForce Now&nbsp;cloud gaming service, and this segment still has plenty of expansion possibilities in store for the future.</p><p><blockquote>英伟达还使用人工智能使游戏变得更好、更沉浸。其深度学习超级采样（DLSS）技术使用人工智能拍摄低分辨率图像，并将其放大到高分辨率，以便在高分辨率屏幕上显示。再加上新兴但快速增长的电子竞技行业，以及其GeForce Now云游戏服务的增长，这一细分市场在未来仍有大量的扩张可能性。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/548893b4ea766bdde6eb1233864ed440\" tg-width=\"2000\" tg-height=\"1126\" width=\"100%\" height=\"auto\"><span>Image source: Nvidia.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：英伟达。</span></p></blockquote></p><p> <b>Nvidia is about so much more than gaming</b></p><p><blockquote><b>Nvidia 不仅仅是游戏</b></blockquote></p><p> The crazy thing about the chipmaker, though, is that gaming isn't even its biggest opportunity. Nvidia has stuck its finger in the pies of&nbsp;artificial intelligence, data centers, and automobiles, too, and those all offer tremendous possibilities.</p><p><blockquote>然而，这家芯片制造商的疯狂之处在于，游戏甚至不是它最大的机会。英伟达也涉足了人工智能、数据中心和汽车领域，这些都提供了巨大的可能性。</blockquote></p><p> Chips for data centers, for example, already make billions of dollars each year for Nvidia, with segment revenue soaring 55% year over year in Q3 to $2.9 billion and should grow to&nbsp;become the chipmaker's largest segment&nbsp;by 2025.</p><p><blockquote>例如，数据中心芯片每年已经为 Nvidia 带来数十亿美元的收入，第三季度该部门收入同比飙升 55%，达到 29 亿美元，到 2025 年应该会发展成为该芯片制造商最大的部门。</blockquote></p><p> Its $7 billion acquisition of Mellanox last year helped position Nvidia as a leading supplier for networking hardware.</p><p><blockquote>去年以 70 亿美元收购 Mellanox，帮助 Nvidia 确立了其作为网络硬件领先供应商的地位。</blockquote></p><p> The chipmaker is also&nbsp;putting AI to work&nbsp;in the cybersecurity data protection market. Combining its Morpheus framework with its zero-trust BlueField-branded data processing units (DPUs), Nvidia offers a unique level of protection regardless of whether the network is located locally, in the cloud, or in hybrid environments.</p><p><blockquote>这家芯片制造商还将人工智能应用于网络安全数据保护市场。Nvidia将其Morpheus框架与其零信任BlueField品牌的数据处理单元（DPU）相结合，无论网络是位于本地、云中还是混合环境中，都能提供独特的保护级别。</blockquote></p><p> The zero-trust platform requires all users to be authenticated, authorized, and validated before gaining access to applications and data.</p><p><blockquote>零信任平台要求所有用户在访问应用程序和数据之前都要经过身份验证、授权和验证。</blockquote></p><p> We haven't even gotten around to Nvidia's Drive AV platform for&nbsp;autonomous vehicles, or Omniverse, the first real-time 3D simulation and collaboration platform. The cryptocurrency market is also taking advantage of Nvidia's processing power. The Nvidia CMP HX (CMP stands for crypto mining processor) is a dedicated GPU for professional crypto mining applications that lacks video output since it's a superfluous feature. The chips also have a lower peak core voltage and frequency for improved mining power efficiency.</p><p><blockquote>我们甚至还没有接触到英伟达用于自动驾驶汽车的Drive AV平台，或者第一个实时3D模拟和协作平台Omniverse。加密货币市场也在利用英伟达的处理能力。Nvidia CMP HX（CMP代表加密挖掘处理器）是一款专用GPU，用于专业加密挖掘应用程序，缺乏视频输出，因为这是一个多余的功能。这些芯片还具有较低的峰值核心电压和频率，以提高采矿功率效率。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/09911f3f5072135e602efff6124f292d\" tg-width=\"2000\" tg-height=\"1373\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>Time to ring the register</b></p><p><blockquote><b>是时候叫寄存器了</b></blockquote></p><p></p><p> That's a lot of opportunities to cash in on. Analysts think so, too, and recently upgraded their forecasts to estimate Nvidia will now grow revenue from $16.5 billion in 2021 to $59.4 billion in 2026, a better than 29% compounded annual growth rate. Earnings are expected to&nbsp;grow even faster, or almost 42% annually, to $13 per share.</p><p><blockquote>这是很多赚钱的机会。分析师也这么认为，最近上调了预测，预计英伟达的收入将从 2021 年的 165 亿美元增长到 2026 年的 594 亿美元，复合年增长率高于 29%。盈利预计将增长更快，每年增长近 42%，达到每股 13 美元。</blockquote></p><p> Yet Nvidia's stock isn't cheap, going for 35 times sales. Maintaining that multiple would put the chipmaker's valuation over the trillion-dollar mark sometime next year, but even halving that only delays it reaching that lofty level till the middle of the decade.</p><p><blockquote>然而，英伟达的股价并不便宜，是销售额的 35 倍。维持这一倍数将使这家芯片制造商的估值在明年某个时候突破万亿美元大关，但即使将其减半也只会将其达到这一高水平推迟到本世纪中期。</blockquote></p><p> So it's obvious a trillion-dollar Nvidia valuation will happen. Maybe the real question investors should start thinking about is, when does the&nbsp;semiconductor stock&nbsp;become a&nbsp;<i>$2 trillion</i>&nbsp;company?</p><p><blockquote>因此，显然英伟达的估值将达到万亿美元。也许投资者应该开始思考的真正问题是，半导体股票何时会成为<i>2万亿美元</i>公司？</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>Will Nvidia Be a Trillion-Dollar Stock by Next Year?<blockquote>英伟达明年会成为万亿美元股票吗？</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\">\nWill Nvidia Be a Trillion-Dollar Stock by Next Year?<blockquote>英伟达明年会成为万亿美元股票吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-10 21:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p>It's not a question of if&nbsp;<b>Nvidia</b>&nbsp;will be a trillion-dollar stock, just a matter of when. With the stock up 150% in 2021, the chipmaker has a market valuation of just under $850 billion, which puts the symbolic threshold almost within reach.</p><p><blockquote>这不是一个是否的问题<b>英伟达</b>将成为一只价值万亿美元的股票，只是时间问题。随着该股在 2021 年上涨 150%，这家芯片制造商的市值略低于 8500 亿美元，这使得象征性的门槛几乎触手可及。</blockquote></p><p> However, because even the&nbsp;<b>S&amp;P 500</b>&nbsp;has posted 25% gains this year, or more than double the historical average, the potential for a sharp decline grows increasingly likely. That, too, is a matter of when, not if.</p><p><blockquote>然而，因为即使是<b>标普500</b>今年上涨了 25%，是历史平均水平的两倍多，大幅下跌的可能性越来越大。这也是何时的问题，而不是是否的问题。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a810eede9d4a8b010dd6d83bdd781be9\" tg-width=\"2000\" tg-height=\"1125\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> Ignoring, for the moment, the dramatic plunge that occurred at the onset of the coronavirus pandemic last year, the stock market has been on an incredible years-long tear. Since the end of the&nbsp;Great Recession in 2009, the benchmark index has put on quite the performance by more than quadrupling in value and turning a $10,000 investment into one worth over $42,000 today.</p><p><blockquote>暂时忽略去年冠状病毒大流行爆发时发生的大幅暴跌，股市多年来一直处于令人难以置信的撕裂状态。自2009年大衰退结束以来，基准指数的价值翻了两番多，将10,000美元的投资变成了今天的42,000美元以上。</blockquote></p><p> A new downdraft will undoubtedly take Nvidia down with it, perhaps delaying the inevitable. Here's what it might look like for the tech stock to have that nine-zero valuation.</p><p><blockquote>新的下跌无疑会拖垮英伟达，或许会推迟不可避免的事情。以下是科技股估值为九零的情况。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/381746086571d0ddcf0ce971b1b0ea41\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>It's game on for GPUs</b></p><p><blockquote><b>GPU 的游戏开始了</b></blockquote></p><p> Nvidia is, of course, best known for its graphics cards, or graphics processing units (GPU), which have&nbsp;made immersive, processing-intensive video games possible&nbsp;and remain at the heart of Nvidia's business, generating 45% of total third-quarter revenue.</p><p><blockquote>当然，Nvidia 最出名的是其显卡或图形处理单元 (GPU)，它使沉浸式、处理密集型视频游戏成为可能，并且仍然是 Nvidia 业务的核心，产生了第三季度总收入的 45%。</blockquote></p><p> It's not about to diminish in importance either. First, more people started playing video games during the pandemic, and while many will put their controllers aside as more out-of-home entertainment opportunities open up, many will continue.</p><p><blockquote>它的重要性也不会减弱。首先，在疫情期间，更多的人开始玩视频游戏，虽然随着更多户外娱乐机会的出现，许多人会把控制器放在一边，但许多人会继续玩。</blockquote></p><p> Citing the impact gamification among millennials has had on the adoption of a virtual world for gamers, Mordor Intelligence estimates the gaming GPU market will grow at a compound annual rate of 14% through 2026. This suggests that Nvidia, which already has an 83% share of the discrete gaming GPU market, might generate as much as $20 billion annually just in this segment if its sales growth rate keeps its pace.</p><p><blockquote>Mordor Intelligence引用了千禧一代游戏化对游戏玩家采用虚拟世界的影响，估计到2026年，游戏GPU市场将以14%的复合年增长率增长。这表明，已经占据分立游戏 GPU 市场 83% 份额的英伟达，如果其销售增长率保持不变，仅在这一领域每年就可能产生高达 200 亿美元的收入。</blockquote></p><p> Nvidia is also using AI to make gaming even better and more immersive. Its deep learning super sampling (DLSS) technology uses AI to take low-resolution images and scale them up to high resolutions for display on high-res screens. Add in a nascent but fast-growing esports industry, along with the growth of its&nbsp;GeForce Now&nbsp;cloud gaming service, and this segment still has plenty of expansion possibilities in store for the future.</p><p><blockquote>英伟达还使用人工智能使游戏变得更好、更沉浸。其深度学习超级采样（DLSS）技术使用人工智能拍摄低分辨率图像，并将其放大到高分辨率，以便在高分辨率屏幕上显示。再加上新兴但快速增长的电子竞技行业，以及其GeForce Now云游戏服务的增长，这一细分市场在未来仍有大量的扩张可能性。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/548893b4ea766bdde6eb1233864ed440\" tg-width=\"2000\" tg-height=\"1126\" width=\"100%\" height=\"auto\"><span>Image source: Nvidia.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：英伟达。</span></p></blockquote></p><p> <b>Nvidia is about so much more than gaming</b></p><p><blockquote><b>Nvidia 不仅仅是游戏</b></blockquote></p><p> The crazy thing about the chipmaker, though, is that gaming isn't even its biggest opportunity. Nvidia has stuck its finger in the pies of&nbsp;artificial intelligence, data centers, and automobiles, too, and those all offer tremendous possibilities.</p><p><blockquote>然而，这家芯片制造商的疯狂之处在于，游戏甚至不是它最大的机会。英伟达也涉足了人工智能、数据中心和汽车领域，这些都提供了巨大的可能性。</blockquote></p><p> Chips for data centers, for example, already make billions of dollars each year for Nvidia, with segment revenue soaring 55% year over year in Q3 to $2.9 billion and should grow to&nbsp;become the chipmaker's largest segment&nbsp;by 2025.</p><p><blockquote>例如，数据中心芯片每年已经为 Nvidia 带来数十亿美元的收入，第三季度该部门收入同比飙升 55%，达到 29 亿美元，到 2025 年应该会发展成为该芯片制造商最大的部门。</blockquote></p><p> Its $7 billion acquisition of Mellanox last year helped position Nvidia as a leading supplier for networking hardware.</p><p><blockquote>去年以 70 亿美元收购 Mellanox，帮助 Nvidia 确立了其作为网络硬件领先供应商的地位。</blockquote></p><p> The chipmaker is also&nbsp;putting AI to work&nbsp;in the cybersecurity data protection market. Combining its Morpheus framework with its zero-trust BlueField-branded data processing units (DPUs), Nvidia offers a unique level of protection regardless of whether the network is located locally, in the cloud, or in hybrid environments.</p><p><blockquote>这家芯片制造商还将人工智能应用于网络安全数据保护市场。Nvidia将其Morpheus框架与其零信任BlueField品牌的数据处理单元（DPU）相结合，无论网络是位于本地、云中还是混合环境中，都能提供独特的保护级别。</blockquote></p><p> The zero-trust platform requires all users to be authenticated, authorized, and validated before gaining access to applications and data.</p><p><blockquote>零信任平台要求所有用户在访问应用程序和数据之前都要经过身份验证、授权和验证。</blockquote></p><p> We haven't even gotten around to Nvidia's Drive AV platform for&nbsp;autonomous vehicles, or Omniverse, the first real-time 3D simulation and collaboration platform. The cryptocurrency market is also taking advantage of Nvidia's processing power. The Nvidia CMP HX (CMP stands for crypto mining processor) is a dedicated GPU for professional crypto mining applications that lacks video output since it's a superfluous feature. The chips also have a lower peak core voltage and frequency for improved mining power efficiency.</p><p><blockquote>我们甚至还没有接触到英伟达用于自动驾驶汽车的Drive AV平台，或者第一个实时3D模拟和协作平台Omniverse。加密货币市场也在利用英伟达的处理能力。Nvidia CMP HX（CMP代表加密挖掘处理器）是一款专用GPU，用于专业加密挖掘应用程序，缺乏视频输出，因为这是一个多余的功能。这些芯片还具有较低的峰值核心电压和频率，以提高采矿功率效率。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/09911f3f5072135e602efff6124f292d\" tg-width=\"2000\" tg-height=\"1373\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>Time to ring the register</b></p><p><blockquote><b>是时候叫寄存器了</b></blockquote></p><p></p><p> That's a lot of opportunities to cash in on. Analysts think so, too, and recently upgraded their forecasts to estimate Nvidia will now grow revenue from $16.5 billion in 2021 to $59.4 billion in 2026, a better than 29% compounded annual growth rate. Earnings are expected to&nbsp;grow even faster, or almost 42% annually, to $13 per share.</p><p><blockquote>这是很多赚钱的机会。分析师也这么认为，最近上调了预测，预计英伟达的收入将从 2021 年的 165 亿美元增长到 2026 年的 594 亿美元，复合年增长率高于 29%。盈利预计将增长更快，每年增长近 42%，达到每股 13 美元。</blockquote></p><p> Yet Nvidia's stock isn't cheap, going for 35 times sales. Maintaining that multiple would put the chipmaker's valuation over the trillion-dollar mark sometime next year, but even halving that only delays it reaching that lofty level till the middle of the decade.</p><p><blockquote>然而，英伟达的股价并不便宜，是销售额的 35 倍。维持这一倍数将使这家芯片制造商的估值在明年某个时候突破万亿美元大关，但即使将其减半也只会将其达到这一高水平推迟到本世纪中期。</blockquote></p><p> So it's obvious a trillion-dollar Nvidia valuation will happen. Maybe the real question investors should start thinking about is, when does the&nbsp;semiconductor stock&nbsp;become a&nbsp;<i>$2 trillion</i>&nbsp;company?</p><p><blockquote>因此，显然英伟达的估值将达到万亿美元。也许投资者应该开始思考的真正问题是，半导体股票何时会成为<i>2万亿美元</i>公司？</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/10/will-nvidia-be-a-trillion-dollar-stock-by-next-yea/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/12/10/will-nvidia-be-a-trillion-dollar-stock-by-next-yea/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144055666","content_text":"It's not a question of if Nvidia will be a trillion-dollar stock, just a matter of when. With the stock up 150% in 2021, the chipmaker has a market valuation of just under $850 billion, which puts the symbolic threshold almost within reach.\nHowever, because even the S&P 500 has posted 25% gains this year, or more than double the historical average, the potential for a sharp decline grows increasingly likely. That, too, is a matter of when, not if.\nImage source: Getty Images.\nIgnoring, for the moment, the dramatic plunge that occurred at the onset of the coronavirus pandemic last year, the stock market has been on an incredible years-long tear. Since the end of the Great Recession in 2009, the benchmark index has put on quite the performance by more than quadrupling in value and turning a $10,000 investment into one worth over $42,000 today.\nA new downdraft will undoubtedly take Nvidia down with it, perhaps delaying the inevitable. Here's what it might look like for the tech stock to have that nine-zero valuation.\nImage source: Getty Images.\nIt's game on for GPUs\nNvidia is, of course, best known for its graphics cards, or graphics processing units (GPU), which have made immersive, processing-intensive video games possible and remain at the heart of Nvidia's business, generating 45% of total third-quarter revenue.\nIt's not about to diminish in importance either. First, more people started playing video games during the pandemic, and while many will put their controllers aside as more out-of-home entertainment opportunities open up, many will continue.\nCiting the impact gamification among millennials has had on the adoption of a virtual world for gamers, Mordor Intelligence estimates the gaming GPU market will grow at a compound annual rate of 14% through 2026. This suggests that Nvidia, which already has an 83% share of the discrete gaming GPU market, might generate as much as $20 billion annually just in this segment if its sales growth rate keeps its pace.\nNvidia is also using AI to make gaming even better and more immersive. Its deep learning super sampling (DLSS) technology uses AI to take low-resolution images and scale them up to high resolutions for display on high-res screens. Add in a nascent but fast-growing esports industry, along with the growth of its GeForce Now cloud gaming service, and this segment still has plenty of expansion possibilities in store for the future.\nImage source: Nvidia.\nNvidia is about so much more than gaming\nThe crazy thing about the chipmaker, though, is that gaming isn't even its biggest opportunity. Nvidia has stuck its finger in the pies of artificial intelligence, data centers, and automobiles, too, and those all offer tremendous possibilities.\nChips for data centers, for example, already make billions of dollars each year for Nvidia, with segment revenue soaring 55% year over year in Q3 to $2.9 billion and should grow to become the chipmaker's largest segment by 2025.\nIts $7 billion acquisition of Mellanox last year helped position Nvidia as a leading supplier for networking hardware.\nThe chipmaker is also putting AI to work in the cybersecurity data protection market. Combining its Morpheus framework with its zero-trust BlueField-branded data processing units (DPUs), Nvidia offers a unique level of protection regardless of whether the network is located locally, in the cloud, or in hybrid environments.\nThe zero-trust platform requires all users to be authenticated, authorized, and validated before gaining access to applications and data.\nWe haven't even gotten around to Nvidia's Drive AV platform for autonomous vehicles, or Omniverse, the first real-time 3D simulation and collaboration platform. The cryptocurrency market is also taking advantage of Nvidia's processing power. The Nvidia CMP HX (CMP stands for crypto mining processor) is a dedicated GPU for professional crypto mining applications that lacks video output since it's a superfluous feature. The chips also have a lower peak core voltage and frequency for improved mining power efficiency.\nImage source: Getty Images.\nTime to ring the register\nThat's a lot of opportunities to cash in on. Analysts think so, too, and recently upgraded their forecasts to estimate Nvidia will now grow revenue from $16.5 billion in 2021 to $59.4 billion in 2026, a better than 29% compounded annual growth rate. Earnings are expected to grow even faster, or almost 42% annually, to $13 per share.\nYet Nvidia's stock isn't cheap, going for 35 times sales. Maintaining that multiple would put the chipmaker's valuation over the trillion-dollar mark sometime next year, but even halving that only delays it reaching that lofty level till the middle of the decade.\nSo it's obvious a trillion-dollar Nvidia valuation will happen. Maybe the real question investors should start thinking about is, when does the semiconductor stock become a $2 trillion company?","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":1335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605210289,"gmtCreate":1639179818636,"gmtModify":1639179819123,"author":{"id":"3583705894030764","authorId":"3583705894030764","name":"Tailwind","avatar":"https://static.tigerbbs.com/e34622367968d3257c3ffe6b0d24ff87","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583705894030764","idStr":"3583705894030764"},"themes":[],"title":"","htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/605210289","repostId":"1173242614","repostType":4,"repost":{"id":"1173242614","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1639149896,"share":"https://www.laohunote.com/m/news/1173242614?lang=zh_CN&edition=full","pubTime":"2021-12-10 23:24","market":"us","language":"en","title":"Microsoft stock jumped more than 2% in morning trading<blockquote>微软股价早盘上涨超过 2%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1173242614","media":"Tiger Newspress","summary":"Microsoft stock jumped more than 2% in morning trading as Microsoft set to win EU antitrust nod for ","content":"<p>Microsoft stock jumped more than 2% in morning trading&nbsp;as&nbsp;Microsoft set to win EU antitrust nod for $16 bln Nuance deal, sources said.</p><p><blockquote>消息人士称，由于微软将赢得欧盟反垄断机构对 160 亿美元 Nuance 交易的批准，微软股价在早盘交易中上涨超过 2%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f2b1206ee31bbf82c8f0f2186cf1d5d0\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> U.S. software giant Microsoft Corp&nbsp;is set to secure unconditional EU antitrust approval for its $16 billion bid for artificial intelligence and speech technology firm Nuance Communications Inc, people familiar with the matter said.</p><p><blockquote>知情人士称，美国软件巨头微软公司将以 160 亿美元收购人工智能和语音技术公司 Nuance Communications Inc.，获得欧盟无条件反垄断批准。</blockquote></p><p> The deal, the latest in the tech industry, comes amid heightened regulatory scrutiny of takeovers by tech giants and acquisitions where nascent start-ups and potential rivals are shut down.</p><p><blockquote>这笔交易是科技行业的最新交易，正值监管机构对科技巨头的收购和收购加强审查之际，新兴初创企业和潜在竞争对手被关闭。</blockquote></p><p> Microsoft announced the deal in April which will boost its presence in cloud solutions for healthcare customers.</p><p><blockquote>微软在4月份宣布了这笔交易，这将增强其在医疗保健客户云解决方案领域的影响力。</blockquote></p><p> The U.S. software giant is currently in talks with the British antitrust agency ahead of filing a request for approval of the deal, the sources said.</p><p><blockquote>消息人士称，这家美国软件巨头目前正在与英国反垄断机构进行谈判，然后提交批准该交易的请求。</blockquote></p><p> The European Commission, which is scheduled to decide on the deal by Dec. 21, declined to comment. Microsoft also declined to comment.</p><p><blockquote>欧盟委员会定于 12 月 21 日就该交易做出决定，但拒绝置评。微软也拒绝置评。</blockquote></p><p> The company is also in preliminary discussions with the UK antitrust agency CMA ahead of a formal request for approval of the deal, the sources said.</p><p><blockquote>消息人士称，在正式请求批准该交易之前，该公司还在与英国反垄断机构 CMA 进行初步讨论。</blockquote></p><p> The deal has already received the regulatory green light in the United States and Australia, without remedies given.</p><p><blockquote>该交易已经获得美国和澳大利亚监管机构的批准，但没有给出补救措施。</blockquote></p><p> Nuance, known for pioneering speech technology and helping launch Apple Inc's&nbsp;virtual assistant, Siri, serves 77% of U.S. hospitals.</p><p><blockquote>Nuance 以开创语音技术并帮助推出苹果公司的虚拟助手 Siri 而闻名，为美国 77% 的医院提供服务。</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>Microsoft stock jumped more than 2% in morning trading<blockquote>微软股价早盘上涨超过 2%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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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\">\nMicrosoft stock jumped more than 2% in morning trading<blockquote>微软股价早盘上涨超过 2%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-10 23:24</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Microsoft stock jumped more than 2% in morning trading&nbsp;as&nbsp;Microsoft set to win EU antitrust nod for $16 bln Nuance deal, sources said.</p><p><blockquote>消息人士称，由于微软将赢得欧盟反垄断机构对 160 亿美元 Nuance 交易的批准，微软股价在早盘交易中上涨超过 2%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f2b1206ee31bbf82c8f0f2186cf1d5d0\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> U.S. software giant Microsoft Corp&nbsp;is set to secure unconditional EU antitrust approval for its $16 billion bid for artificial intelligence and speech technology firm Nuance Communications Inc, people familiar with the matter said.</p><p><blockquote>知情人士称，美国软件巨头微软公司将以 160 亿美元收购人工智能和语音技术公司 Nuance Communications Inc.，获得欧盟无条件反垄断批准。</blockquote></p><p> The deal, the latest in the tech industry, comes amid heightened regulatory scrutiny of takeovers by tech giants and acquisitions where nascent start-ups and potential rivals are shut down.</p><p><blockquote>这笔交易是科技行业的最新交易，正值监管机构对科技巨头的收购和收购加强审查之际，新兴初创企业和潜在竞争对手被关闭。</blockquote></p><p> Microsoft announced the deal in April which will boost its presence in cloud solutions for healthcare customers.</p><p><blockquote>微软在4月份宣布了这笔交易，这将增强其在医疗保健客户云解决方案领域的影响力。</blockquote></p><p> The U.S. software giant is currently in talks with the British antitrust agency ahead of filing a request for approval of the deal, the sources said.</p><p><blockquote>消息人士称，这家美国软件巨头目前正在与英国反垄断机构进行谈判，然后提交批准该交易的请求。</blockquote></p><p> The European Commission, which is scheduled to decide on the deal by Dec. 21, declined to comment. Microsoft also declined to comment.</p><p><blockquote>欧盟委员会定于 12 月 21 日就该交易做出决定，但拒绝置评。微软也拒绝置评。</blockquote></p><p> The company is also in preliminary discussions with the UK antitrust agency CMA ahead of a formal request for approval of the deal, the sources said.</p><p><blockquote>消息人士称，在正式请求批准该交易之前，该公司还在与英国反垄断机构 CMA 进行初步讨论。</blockquote></p><p> The deal has already received the regulatory green light in the United States and Australia, without remedies given.</p><p><blockquote>该交易已经获得美国和澳大利亚监管机构的批准，但没有给出补救措施。</blockquote></p><p> Nuance, known for pioneering speech technology and helping launch Apple Inc's&nbsp;virtual assistant, Siri, serves 77% of U.S. hospitals.</p><p><blockquote>Nuance 以开创语音技术并帮助推出苹果公司的虚拟助手 Siri 而闻名，为美国 77% 的医院提供服务。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173242614","content_text":"Microsoft stock jumped more than 2% in morning trading as Microsoft set to win EU antitrust nod for $16 bln Nuance deal, sources said.\n\nU.S. software giant Microsoft Corp is set to secure unconditional EU antitrust approval for its $16 billion bid for artificial intelligence and speech technology firm Nuance Communications Inc, people familiar with the matter said.\nThe deal, the latest in the tech industry, comes amid heightened regulatory scrutiny of takeovers by tech giants and acquisitions where nascent start-ups and potential rivals are shut down.\nMicrosoft announced the deal in April which will boost its presence in cloud solutions for healthcare customers.\nThe U.S. software giant is currently in talks with the British antitrust agency ahead of filing a request for approval of the deal, the sources said.\nThe European Commission, which is scheduled to decide on the deal by Dec. 21, declined to comment. Microsoft also declined to comment.\nThe company is also in preliminary discussions with the UK antitrust agency CMA ahead of a formal request for approval of the deal, the sources said.\nThe deal has already received the regulatory green light in the United States and Australia, without remedies given.\nNuance, known for pioneering speech technology and helping launch Apple Inc's virtual assistant, Siri, serves 77% of U.S. hospitals.","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":1429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605071231,"gmtCreate":1639097329664,"gmtModify":1639097330108,"author":{"id":"3583705894030764","authorId":"3583705894030764","name":"Tailwind","avatar":"https://static.tigerbbs.com/e34622367968d3257c3ffe6b0d24ff87","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583705894030764","idStr":"3583705894030764"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/605071231","repostId":"2190964556","repostType":4,"isVote":1,"tweetType":1,"viewCount":1099,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":896313947,"gmtCreate":1628555788589,"gmtModify":1633746229984,"author":{"id":"3583705894030764","authorId":"3583705894030764","name":"Tailwind","avatar":"https://static.tigerbbs.com/e34622367968d3257c3ffe6b0d24ff87","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583705894030764","authorIdStr":"3583705894030764"},"themes":[],"title":"","htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/896313947","repostId":"1126882369","repostType":4,"isVote":1,"tweetType":1,"viewCount":769,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813057395,"gmtCreate":1630116182517,"gmtModify":1704956178014,"author":{"id":"3583705894030764","authorId":"3583705894030764","name":"Tailwind","avatar":"https://static.tigerbbs.com/e34622367968d3257c3ffe6b0d24ff87","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583705894030764","authorIdStr":"3583705894030764"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/813057395","repostId":"2162907389","repostType":4,"isVote":1,"tweetType":1,"viewCount":701,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151446738,"gmtCreate":1625104384224,"gmtModify":1633944758787,"author":{"id":"3583705894030764","authorId":"3583705894030764","name":"Tailwind","avatar":"https://static.tigerbbs.com/e34622367968d3257c3ffe6b0d24ff87","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583705894030764","authorIdStr":"3583705894030764"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/151446738","repostId":"1178516480","repostType":4,"repost":{"id":"1178516480","kind":"news","pubTimestamp":1625094708,"share":"https://www.laohunote.com/m/news/1178516480?lang=zh_CN&edition=full","pubTime":"2021-07-01 07:11","market":"us","language":"en","title":"S&P 500 notches fifth straight record closing high, fifth straight quarterly gain<blockquote>标普500连续第五次创下收盘历史新高，连续第五个季度上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1178516480","media":"Reuters","summary":"NEW YORK (Reuters) - The S&P 500 nabbed its fifth straight record closing high on Wednesday as inves","content":"<p>NEW YORK (Reuters) - The S&amp;P 500 nabbed its fifth straight record closing high on Wednesday as investors ended the month and the quarter by largely shrugging off positive economic data and looking toward Friday’s highly anticipated employment report.</p><p><blockquote>纽约（路透社）--标普500周三连续第五次创下收盘新高，投资者在结束本月和本季度时基本上对积极的经济数据不屑一顾，转而关注周五备受期待的就业报告。</blockquote></p><p> In the last session of 2021’s first half, the indexes were languid and range-bound, with the blue-chip Dow posting gains, while the Nasdaq edged lower.</p><p><blockquote>在 2021 年上半年的最后一个交易日，各指数表现低迷，区间震荡，蓝筹股道琼斯指数上涨，而纳斯达克指数则小幅走低。</blockquote></p><p> All three indexes posted their fifth consecutive quarterly gains, with the S&amp;P rising 8.2%, the Nasdaq advancing 9.5% and the Dow rising 4.6%. The S&amp;P 500 registered its second-best first-half performance since 1998, rising 14.5%.</p><p><blockquote>这三个指数均连续第五个季度上涨，其中标准普尔指数上涨 8.2%，纳斯达克指数上涨 9.5%，道琼斯指数上涨 4.6%。标普500上半年表现创1998年以来第二好，上涨14.5%。</blockquote></p><p> “It’s been a good quarter,” said Robert Pavlik, senior portfolio manager at Dakota Wealth in Fairfield, Connecticut. “As of last night’s close, the S&amp;P has gained more than 14% year-to-date, topping the Dow and the Nasdaq. That indicates that the stock market is having a broad rally.”</p><p><blockquote>“康涅狄格州费尔菲尔德 Dakota Wealth 高级投资组合经理罗伯特-帕夫利克（Robert Pavlik）说：”这是一个不错的季度。“截至昨晚收盘，标准普尔指数今年迄今已上涨超过 14%，超过道琼斯指数和纳斯达克指数。这表明股市正在全面反弹。”</blockquote></p><p> For the month, the bellwether S&amp;P 500 notched its fifth consecutive advance, while the Dow snapped its four-month winning streak to end slightly lower. The Nasdaq also gained ground in June.</p><p><blockquote>本月，领头羊标普500指数连续第五次上涨，而道琼斯指数则结束了四个月的连涨，收盘小幅走低。纳斯达克在6月份也取得了进展。</blockquote></p><p> This month, investor appetite shifted away from economically sensitive cyclicals in favor of growth stocks.</p><p><blockquote>本月，投资者的兴趣从对经济敏感的周期性股票转向成长型股票。</blockquote></p><p> “Leading sectors year-to-date are what you’d expect,” Pavlik added. “Energy, financials and industrials, and that speaks to an economic environment that’s in the early stages of a cycle.”</p><p><blockquote>“帕夫利克补充说：”今年迄今为止的领先行业是你所期望的。“能源、金融和工业，这表明经济环境正处于周期的早期阶段”。</blockquote></p><p> “(Investors) started the switch back to growth (stocks) after people started to buy in to (Fed Chair Jerome) Powell’s comments that focus on transitory inflation,” Pavlik added.</p><p><blockquote>“帕夫利克补充说：”在人们开始接受（美联储主席杰罗姆）鲍威尔关注短暂通胀的言论后，（投资者）开始转向成长型（股票）。</blockquote></p><p> “Some of the reopening trades have gotten a bit long in the tooth and that’s leading people back to growth.”</p><p><blockquote>“一些重新开放的行业已经有点长了，这正在引导人们恢复增长”。</blockquote></p><p> (Graphic: Growths stocks outperform value in June, narrow YTD gap, )</p><p><blockquote>（图表：6 月份成长型股票跑赢价值，年初至今差距缩小）</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5b82b4dfdc765d913811f9d8572e60f6\" tg-width=\"964\" tg-height=\"723\" referrerpolicy=\"no-referrer\">“The overall stock market continues to be on a tear, with very consistent gains for quite some time,” said Tim Ghriskey, chief investment strategist at Inverness Counsel in New York. “Valuations, while certainly high by historical standards, have been at a fairly consistent level, benefiting from the economic recovery.”</p><p><blockquote>“纽约因弗内斯律师事务所首席投资策略师蒂姆-格里斯基（Tim Ghriskey）说：”整体股市继续上涨，在相当长一段时间内涨幅非常稳定。“虽然按历史标准来看，估值肯定很高，但受益于经济复苏，估值一直处于相当稳定的水平。”</blockquote></p><p> The private sector added 692,000 jobs in June, breezing past expectations, according to payroll processor ADP. The number is 92,000 higher than the private payroll adds economists predict from the Labor Department’s more comprehensive employment report due on Friday.</p><p><blockquote>根据薪资处理商 ADP 的数据，6 月份私营部门新增就业岗位 692,000 个，轻松超出预期。经济学家在劳工部将于周五发布的更全面的就业报告中补充说，这一数字比私人就业人数高出 9.2 万人。</blockquote></p><p> The Dow Jones Industrial Average rose 210.22 points, or 0.61%, to 34,502.51, the S&amp;P 500 gained 5.7 points, or 0.13%, to 4,297.5 and the Nasdaq Composite dropped 24.38 points, or 0.17%, to 14,503.95.</p><p><blockquote>道琼斯工业平均指数上涨 210.22 点，或 0.61%，至 34,502.51 点；标普500指数上涨 5.7 点，或 0.13%，至 4,297.5 点；纳斯达克综合指数下跌 24.38 点，或 0.17%，至 14,503.95 点。</blockquote></p><p> Among the 11 major sectors in the S&amp;P, six ended the session higher, with energy enjoying the biggest percentage gain. Real estate was the day’s biggest loser.</p><p><blockquote>在标准普尔的 11 个主要板块中，有 6 个板块收高，其中能源板块涨幅最大。房地产是当天最大的输家。</blockquote></p><p> Boeing Co gained 1.6% after Germany’s defense ministry announced it would buy five of the planemaker’s P-8A maritime control aircraft, coming on the heels of United Airlines unveiling its largest-ever order for new planes.</p><p><blockquote>在德国国防部宣布将购买该飞机制造商的五架 P-8A 海上管制飞机后，波音公司股价上涨了 1.6%。</blockquote></p><p> Walmart jumped 2.7% after announcing on Tuesday that it would start selling a prescription-only insulin analog.</p><p><blockquote>沃尔玛周二宣布将开始销售仅限处方的胰岛素类似物，股价上涨 2.7%。</blockquote></p><p> Micron Technology advanced 2.5% ahead of its quarterly earnings release, but was relatively unchanged in after-hours trading following the chipmaker’s quarterly results.</p><p><blockquote>美光科技在发布季度财报前上涨了 2.5%，但在芯片制造商公布季度财报后的盘后交易中股价相对持平。</blockquote></p><p> Advancing issues outnumbered declining ones on the NYSE by a 1.35-to-1 ratio; on Nasdaq, a 1.19-to-1 ratio favored decliners.</p><p><blockquote>纽约证券交易所上涨发行量超过下跌发行量，比例为 1.35 比 1；在纳斯达克，1.19 比 1 的比率有利于下跌者。</blockquote></p><p> The S&amp;P 500 posted 20 new 52-week highs and no new lows; the Nasdaq Composite recorded 70 new highs and 36 new lows.</p><p><blockquote>标普500创下20个52周新高，没有新低；纳斯达克综合指数创下70个新高和36个新低。</blockquote></p><p> Volume on U.S. exchanges was 10.85 billion shares, compared with the 11.05 billion average over the last 20 trading days.</p><p><blockquote>美国交易所的成交量为 108.5 亿股，而过去 20 个交易日的平均成交量为 110.5 亿股。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P 500 notches fifth straight record closing high, fifth straight quarterly gain<blockquote>标普500连续第五次创下收盘历史新高，连续第五个季度上涨</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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\">\nS&P 500 notches fifth straight record closing high, fifth straight quarterly gain<blockquote>标普500连续第五次创下收盘历史新高，连续第五个季度上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-07-01 07:11</span>\n</p>\n</h4>\n</header>\n<article>\n<p>NEW YORK (Reuters) - The S&amp;P 500 nabbed its fifth straight record closing high on Wednesday as investors ended the month and the quarter by largely shrugging off positive economic data and looking toward Friday’s highly anticipated employment report.</p><p><blockquote>纽约（路透社）--标普500周三连续第五次创下收盘新高，投资者在结束本月和本季度时基本上对积极的经济数据不屑一顾，转而关注周五备受期待的就业报告。</blockquote></p><p> In the last session of 2021’s first half, the indexes were languid and range-bound, with the blue-chip Dow posting gains, while the Nasdaq edged lower.</p><p><blockquote>在 2021 年上半年的最后一个交易日，各指数表现低迷，区间震荡，蓝筹股道琼斯指数上涨，而纳斯达克指数则小幅走低。</blockquote></p><p> All three indexes posted their fifth consecutive quarterly gains, with the S&amp;P rising 8.2%, the Nasdaq advancing 9.5% and the Dow rising 4.6%. The S&amp;P 500 registered its second-best first-half performance since 1998, rising 14.5%.</p><p><blockquote>这三个指数均连续第五个季度上涨，其中标准普尔指数上涨 8.2%，纳斯达克指数上涨 9.5%，道琼斯指数上涨 4.6%。标普500上半年表现创1998年以来第二好，上涨14.5%。</blockquote></p><p> “It’s been a good quarter,” said Robert Pavlik, senior portfolio manager at Dakota Wealth in Fairfield, Connecticut. “As of last night’s close, the S&amp;P has gained more than 14% year-to-date, topping the Dow and the Nasdaq. That indicates that the stock market is having a broad rally.”</p><p><blockquote>“康涅狄格州费尔菲尔德 Dakota Wealth 高级投资组合经理罗伯特-帕夫利克（Robert Pavlik）说：”这是一个不错的季度。“截至昨晚收盘，标准普尔指数今年迄今已上涨超过 14%，超过道琼斯指数和纳斯达克指数。这表明股市正在全面反弹。”</blockquote></p><p> For the month, the bellwether S&amp;P 500 notched its fifth consecutive advance, while the Dow snapped its four-month winning streak to end slightly lower. The Nasdaq also gained ground in June.</p><p><blockquote>本月，领头羊标普500指数连续第五次上涨，而道琼斯指数则结束了四个月的连涨，收盘小幅走低。纳斯达克在6月份也取得了进展。</blockquote></p><p> This month, investor appetite shifted away from economically sensitive cyclicals in favor of growth stocks.</p><p><blockquote>本月，投资者的兴趣从对经济敏感的周期性股票转向成长型股票。</blockquote></p><p> “Leading sectors year-to-date are what you’d expect,” Pavlik added. “Energy, financials and industrials, and that speaks to an economic environment that’s in the early stages of a cycle.”</p><p><blockquote>“帕夫利克补充说：”今年迄今为止的领先行业是你所期望的。“能源、金融和工业，这表明经济环境正处于周期的早期阶段”。</blockquote></p><p> “(Investors) started the switch back to growth (stocks) after people started to buy in to (Fed Chair Jerome) Powell’s comments that focus on transitory inflation,” Pavlik added.</p><p><blockquote>“帕夫利克补充说：”在人们开始接受（美联储主席杰罗姆）鲍威尔关注短暂通胀的言论后，（投资者）开始转向成长型（股票）。</blockquote></p><p> “Some of the reopening trades have gotten a bit long in the tooth and that’s leading people back to growth.”</p><p><blockquote>“一些重新开放的行业已经有点长了，这正在引导人们恢复增长”。</blockquote></p><p> (Graphic: Growths stocks outperform value in June, narrow YTD gap, )</p><p><blockquote>（图表：6 月份成长型股票跑赢价值，年初至今差距缩小）</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5b82b4dfdc765d913811f9d8572e60f6\" tg-width=\"964\" tg-height=\"723\" referrerpolicy=\"no-referrer\">“The overall stock market continues to be on a tear, with very consistent gains for quite some time,” said Tim Ghriskey, chief investment strategist at Inverness Counsel in New York. “Valuations, while certainly high by historical standards, have been at a fairly consistent level, benefiting from the economic recovery.”</p><p><blockquote>“纽约因弗内斯律师事务所首席投资策略师蒂姆-格里斯基（Tim Ghriskey）说：”整体股市继续上涨，在相当长一段时间内涨幅非常稳定。“虽然按历史标准来看，估值肯定很高，但受益于经济复苏，估值一直处于相当稳定的水平。”</blockquote></p><p> The private sector added 692,000 jobs in June, breezing past expectations, according to payroll processor ADP. The number is 92,000 higher than the private payroll adds economists predict from the Labor Department’s more comprehensive employment report due on Friday.</p><p><blockquote>根据薪资处理商 ADP 的数据，6 月份私营部门新增就业岗位 692,000 个，轻松超出预期。经济学家在劳工部将于周五发布的更全面的就业报告中补充说，这一数字比私人就业人数高出 9.2 万人。</blockquote></p><p> The Dow Jones Industrial Average rose 210.22 points, or 0.61%, to 34,502.51, the S&amp;P 500 gained 5.7 points, or 0.13%, to 4,297.5 and the Nasdaq Composite dropped 24.38 points, or 0.17%, to 14,503.95.</p><p><blockquote>道琼斯工业平均指数上涨 210.22 点，或 0.61%，至 34,502.51 点；标普500指数上涨 5.7 点，或 0.13%，至 4,297.5 点；纳斯达克综合指数下跌 24.38 点，或 0.17%，至 14,503.95 点。</blockquote></p><p> Among the 11 major sectors in the S&amp;P, six ended the session higher, with energy enjoying the biggest percentage gain. Real estate was the day’s biggest loser.</p><p><blockquote>在标准普尔的 11 个主要板块中，有 6 个板块收高，其中能源板块涨幅最大。房地产是当天最大的输家。</blockquote></p><p> Boeing Co gained 1.6% after Germany’s defense ministry announced it would buy five of the planemaker’s P-8A maritime control aircraft, coming on the heels of United Airlines unveiling its largest-ever order for new planes.</p><p><blockquote>在德国国防部宣布将购买该飞机制造商的五架 P-8A 海上管制飞机后，波音公司股价上涨了 1.6%。</blockquote></p><p> Walmart jumped 2.7% after announcing on Tuesday that it would start selling a prescription-only insulin analog.</p><p><blockquote>沃尔玛周二宣布将开始销售仅限处方的胰岛素类似物，股价上涨 2.7%。</blockquote></p><p> Micron Technology advanced 2.5% ahead of its quarterly earnings release, but was relatively unchanged in after-hours trading following the chipmaker’s quarterly results.</p><p><blockquote>美光科技在发布季度财报前上涨了 2.5%，但在芯片制造商公布季度财报后的盘后交易中股价相对持平。</blockquote></p><p> Advancing issues outnumbered declining ones on the NYSE by a 1.35-to-1 ratio; on Nasdaq, a 1.19-to-1 ratio favored decliners.</p><p><blockquote>纽约证券交易所上涨发行量超过下跌发行量，比例为 1.35 比 1；在纳斯达克，1.19 比 1 的比率有利于下跌者。</blockquote></p><p> The S&amp;P 500 posted 20 new 52-week highs and no new lows; the Nasdaq Composite recorded 70 new highs and 36 new lows.</p><p><blockquote>标普500创下20个52周新高，没有新低；纳斯达克综合指数创下70个新高和36个新低。</blockquote></p><p> Volume on U.S. exchanges was 10.85 billion shares, compared with the 11.05 billion average over the last 20 trading days.</p><p><blockquote>美国交易所的成交量为 108.5 亿股，而过去 20 个交易日的平均成交量为 110.5 亿股。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/article/us-usa-stocks/sp-500-notches-fifth-straight-record-closing-high-fifth-straight-quarterly-gain-idUSKCN2E619R\">Reuters</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".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":{".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":814,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":879419783,"gmtCreate":1636762511245,"gmtModify":1636762511447,"author":{"id":"3583705894030764","authorId":"3583705894030764","name":"Tailwind","avatar":"https://static.tigerbbs.com/e34622367968d3257c3ffe6b0d24ff87","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583705894030764","authorIdStr":"3583705894030764"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/879419783","repostId":"2183501235","repostType":4,"isVote":1,"tweetType":1,"viewCount":717,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":820268944,"gmtCreate":1633396058718,"gmtModify":1633396084552,"author":{"id":"3583705894030764","authorId":"3583705894030764","name":"Tailwind","avatar":"https://static.tigerbbs.com/e34622367968d3257c3ffe6b0d24ff87","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583705894030764","authorIdStr":"3583705894030764"},"themes":[],"title":"","htmlText":"“In short, higher real rates should mean lower equity prices. Secondarily, they may also mean value over growth even as the overall equity market goes lower. This makes for a doubly difficult investment environment given how most investors are positioned,” he said","listText":"“In short, higher real rates should mean lower equity prices. Secondarily, they may also mean value over growth even as the overall equity market goes lower. This makes for a doubly difficult investment environment given how most investors are positioned,” he said","text":"“In short, higher real rates should mean lower equity prices. Secondarily, they may also mean value over growth even as the overall equity market goes lower. This makes for a doubly difficult investment environment given how most investors are positioned,” he said","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/820268944","repostId":"2172873995","repostType":4,"isVote":1,"tweetType":1,"viewCount":620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":145625339,"gmtCreate":1626222193621,"gmtModify":1633928944999,"author":{"id":"3583705894030764","authorId":"3583705894030764","name":"Tailwind","avatar":"https://static.tigerbbs.com/e34622367968d3257c3ffe6b0d24ff87","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583705894030764","authorIdStr":"3583705894030764"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/145625339","repostId":"2151560584","repostType":4,"isVote":1,"tweetType":1,"viewCount":533,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156684248,"gmtCreate":1625218372484,"gmtModify":1633942439831,"author":{"id":"3583705894030764","authorId":"3583705894030764","name":"Tailwind","avatar":"https://static.tigerbbs.com/e34622367968d3257c3ffe6b0d24ff87","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583705894030764","authorIdStr":"3583705894030764"},"themes":[],"title":"","htmlText":"NIO to the moon","listText":"NIO to the moon","text":"NIO to the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/156684248","repostId":"1106243819","repostType":4,"repost":{"id":"1106243819","kind":"news","pubTimestamp":1625217978,"share":"https://www.laohunote.com/m/news/1106243819?lang=zh_CN&edition=full","pubTime":"2021-07-02 17:26","market":"us","language":"en","title":"NIO: Leading The Way, But Watching Valuation Multiples<blockquote>蔚来：领先，但关注估值倍数</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1106243819","media":"seekingalpha","summary":"Summary\n\nAfter two months of relatively weaker deliveries from some chip shortage impacts, NIO regai","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>After two months of relatively weaker deliveries from some chip shortage impacts, NIO regained its stride and posted another monthly delivery record for June.</li>  <li>Deliveries were 8,083 vehicles, pushing Q2 to 21,896 vehicles, +20.4% growth from Q1 even with chip shortage impacts early in the quarter.</li>  <li>While NIO still leads the way in the domestic Chinese group, XPeng is quickly catching up in terms of delivery numbers.</li>  <li>Even with visible growth catalysts, expectations for EVs to become the new standard raise risks to multiple contraction from erosion of hyper-growth/disruption multiples.</li>  <li>Given the strong rally over the past six weeks, NIO's valuation brings shares back to a more neutral outlook, down from the bullish stances from March 3 to June 1.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/56e66e8847024b9f76f7e620aef0619c\" tg-width=\"768\" tg-height=\"576\"><span>Andy Feng/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>由于一些芯片短缺的影响，两个月的交付量相对疲软后，蔚来重新振作起来，并创下了 6 月份的另一项月度交付记录。</li><li>交付量为 8,083 辆，将第二季度推至 21,896 辆，尽管本季度初受到芯片短缺的影响，但仍较第一季度增长 20.4%。</li><li>虽然蔚来在中国国内集团中仍然处于领先地位，但小鹏汽车在交付量方面正在迅速迎头赶上。</li><li>即使有可见的增长催化剂，电动汽车成为新标准的预期也会增加高速增长/中断倍数侵蚀导致倍数收缩的风险。</li><li>鉴于过去六周的强劲反弹，蔚来汽车的估值使其股价从 3 月 3 日至 6 月 1 日的看涨立场回落至更加中性的前景。</li></ul><p class=\"t-img-caption\"><span>Andy Feng/iStock 社论来自 Getty Images</span></p></blockquote></p><p> EV companies are finding themselves back in favor with investors, with a handful of manufacturers seeing double and triple-digit rallies in a six-week span since mid-May. NIO (NIO) is one of those, with shares up over 60% in that period as the manufacturer continues with its growth and international expansion plans, while navigating the chip shortage quite well. June deliveries came in strong, and set the manufacturer up for another success story in 2H, although the strong rally could see a breather soon.</p><p><blockquote>电动汽车公司发现自己重新受到投资者的青睐，自 5 月中旬以来的六周内，少数制造商的股价出现了两位数和三位数的上涨。蔚来（蔚来）就是其中之一，该制造商在此期间股价上涨了 60% 以上，因为该制造商继续其增长和国际扩张计划，同时很好地应对了芯片短缺问题。6 月份的交付强劲，为制造商在 2 小时内创造了另一个成功故事，尽管强劲的反弹可能很快就会出现喘息的机会。</blockquote></p><p> <b>Another Monthly Record</b></p><p><blockquote><b>又一个月度记录</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6833a92766699fa10e3dc04cc8c6beab\" tg-width=\"1200\" tg-height=\"674\"><span>Graphic from NIO</span></p><p><blockquote><p class=\"t-img-caption\"><span>来自蔚来的图形</span></p></blockquote></p><p> After two months of relatively weaker deliveries from some chip shortage impacts, NIO regained its stride and posted another monthly delivery record for&nbsp;June, over 10% from the previous record. The company delivered 8,083 vehicles, pushing Q2 deliveries to 21,896 vehicles, representing +20.4% growth from Q1 even with more of the impacts being felt during the first part of this quarter. Strong demand and higher seasonality of demand likely boosted deliveries amid these impacts.</p><p><blockquote>由于一些芯片短缺的影响，两个月的交付量相对疲软，蔚来重新振作起来，并创下了 6 月份的另一项月度交付记录，比之前的记录高出 10% 以上。该公司交付了 8,083 辆汽车，将第二季度的交付量推至 21,896 辆，比第一季度增长了 20.4%，尽管本季度上半年感受到了更多影响。在这些影响下，强劲的需求和更高的季节性可能会促进交付。</blockquote></p><p> For the YTD period, NIO has delivered just under 42,000 vehicles, just 4% below its full-year tally of 43,728 vehicles during 2020. NIO remains on track to double its deliveries y/y, with 87,500 vehicles a conservative, achievable year-end target as demand seasonality and orders pick up in the winter months. NIO continues to show impressive sequential growth, with Q2 the fifth-consecutive quarter of q/q growth, and a continuation of that does support the year-end delivery target.</p><p><blockquote>年初至今，蔚来已交付近 42,000 辆汽车，仅比 2020 年全年 43,728 辆汽车的交付量低 4%。蔚来的交付量仍有望同比翻一番，随着冬季需求的季节性和订单的增加，87,500 辆汽车是一个保守的、可实现的年终目标。蔚来继续显示出令人印象深刻的环比增长，第二季度连续第五个季度实现环比增长，这种增长的持续确实支持了年终交付目标。</blockquote></p><p> <b>Not Alone in Growth</b></p><p><blockquote><b>并非孤军奋战</b></blockquote></p><p> While NIO's deliveries were impressive, showing its ability to perform in the face of an industry-wide headwind, it's not the only Chinese manufacturer to show impressive growth.</p><p><blockquote>虽然蔚来汽车的交付量令人印象深刻，显示了其在全行业逆风面前的表现能力，但它并不是唯一一家表现出令人印象深刻增长的中国制造商。</blockquote></p><p> Fast-growing peer XPeng (XPEV) posted a new monthly record for June, delivering 6,565 vehicles, with the P7 recording its best month since launch at 4,730 units. While growth rates were impressive, at +459% y/y for 1H, +617% y/y for the month, and +439% y/y for Q2, XPeng had only just begun its production of the P7 in mid-May 2020 and did not complete its 10,000 unit goal until October 2020, so it isn't necessarily comparable.</p><p><blockquote>快速增长的同行小鹏汽车 (XPEV) 在 6 月份创下了新的月度纪录，交付了 6,565 辆汽车，其中 P7 创下了上市以来的最佳月度交付量，达到 4,730 辆。虽然增长率令人印象深刻，上半年同比增长+459%，本月同比增长+617%，第二季度同比增长+439%，但小鹏汽车在2020年5月中旬才开始生产P7，直到2020年10月才完成其10,000辆的目标，因此不一定具有可比性。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7242f091fae22def7e8992e2e355cf79\" tg-width=\"1200\" tg-height=\"675\"><span>Graphic from XPeng</span></p><p><blockquote><p class=\"t-img-caption\"><span>小鹏汽车图形</span></p></blockquote></p><p> What's impressive for XPeng is that even with the later start to production compared to NIO, it's quickly catching up in terms of overall delivery numbers for the monthly and quarterly tallies. June and Q2's figures are just 19% and 21% lower than NIO's, meaning XPeng needs about 25% growth from current levels to match NIO's numbers. As XPeng continues to push its technological edge and broaden its vehicle lineup, with the limited edition P7 Wing and the upcoming G3i next week, it has the necessary catalysts to catch up to NIO relatively soon, as long as its production capacity enables it.</p><p><blockquote>小鹏汽车令人印象深刻的是，尽管生产开始时间比蔚来晚，但它在月度和季度的整体交付量方面很快就赶上了。6 月份和第二季度的数据仅比蔚来低 19% 和 21%，这意味着小鹏汽车需要比当前水平增长约 25% 才能与蔚来汽车的数据相匹配。随着小鹏汽车继续推动其技术优势并扩大其车辆阵容，随着限量版P7 Wing和下周即将推出的G3i，只要其产能允许，它就有必要的催化剂相对较快地赶上蔚来。</blockquote></p><p> <b>What's Next?</b></p><p><blockquote><b>下一步是什么？</b></blockquote></p><p> NIO is one of the top pure-play EV manufacturers, and leading the Chinese cohort, although XPeng is quickly catching up. As a quick&nbsp;recap, NIO is launching in Norway during Q3, and has received the EWVTA for the ES8 while it preps its&nbsp;Oslo NIO House. The company also has a longer-term capacity expansion plan through Neo Park after it doubled its capacity arrangement with JAC. There's a lot to look forward to alongside revenue and delivery growth.</p><p><blockquote>蔚来是顶级纯电动汽车制造商之一，也是中国制造商中的佼佼者，尽管小鹏汽车正在迅速迎头赶上。快速回顾一下，蔚来将于第三季度在挪威推出，并在准备其奥斯陆蔚来之家时获得了ES8的EWVTA。在将与江淮汽车的产能安排加倍后，该公司还通过 Neo Park 制定了长期产能扩张计划。除了收入和交付增长之外，还有很多值得期待的事情。</blockquote></p><p></p><p> European expansion, and inevitably potential North American expansion, are both bright spots for NIO, serving to boost both deliveries and revenues by expanding sales outlets and increasing the number of potential customers. However, the costs to establish sales and service centers, NIO Houses, and possibly production facilities could be large; if NIO decides to keep production solely in China, it brings export costs and tariffs into play.</p><p><blockquote>欧洲扩张以及不可避免的潜在北美扩张都是蔚来的亮点，通过扩大销售点和增加潜在客户数量来提高交付量和收入。然而，建立销售和服务中心、蔚来大楼以及可能的生产设施的成本可能很大；如果蔚来决定只在中国生产，那么出口成本和关税就会发挥作用。</blockquote></p><p> NIO's growth is visible, but the question that remains right now is the valuation - the company continues to perform well regardless of the circumstances, cruising through the chip shortage with slight impacts, but does the overall growth and change in the industry support extensive valuation growth?</p><p><blockquote>蔚来汽车的增长是显而易见的，但现在剩下的问题是估值——无论在什么情况下，该公司都继续表现良好，在芯片短缺的情况下轻松度过，但行业的整体增长和变化是否支持广泛的估值增长？</blockquote></p><p> NIO's 2021 is poised for a second year of triple digit revenue growth, with RMB32.5-33.5 billion (US$5-5.2 billion) projected for 87,500-90,000 units delivered. While the rate of growth will cool from these levels moving forward (simply due to amounts), revenue growth will remain strong on a dollar basis, up ~US$3.5 billion/~68% for 2022 and ~US$4 billion/~45% for 2023 to reach ~$12.5 billion in revenues.</p><p><blockquote>蔚来 2021 年收入将连续第二年实现三位数增长，预计交付 87,500-90,000 辆汽车，达到 325-335 亿元人民币（5-52 亿美元）。虽然未来增长率将从这些水平降温（仅仅是因为数量），但按美元计算，收入增长将保持强劲，2022 年增长约 35 亿美元/~68%，2023 年增长约 40 亿美元/~45%，达到约 125 亿美元的收入。</blockquote></p><p> Revenue growth at this degree comes at a time when EV adoption is reaching an inflection point, especially in main market China. As the nation pushes for more and more EVs on the road and more infrastructure supporting it, NIO stands to benefit through BaaS - expansion of battery swap station network to the thousands and eligibility for subsidies regardless of vehicle price.</p><p><blockquote>这种程度的收入增长正值电动汽车采用达到拐点之际，尤其是在中国主要市场。随着国家推动越来越多的电动汽车上路以及更多支持它的基础设施，蔚来将通过 BaaS 受益——将电池换电站网络扩展到数千个，并且无论车辆价格如何都有资格获得补贴。</blockquote></p><p> Yet even with EV adoption growing, the timelines for when EV cars will be the \"norm\" are still a bit divergent - some nations aim to be there by 2030, some aim for 2040; the overall picture is that it will take the better part of a decade of more for EVs to take over.</p><p><blockquote>然而，即使电动汽车的采用不断增长，电动汽车何时成为“常态”仍然有点不同——一些国家的目标是到 2030 年实现，一些国家的目标是到 2040 年实现；总体情况是，电动汽车还需要十年的大部分时间才能接管。</blockquote></p><p> That's a substantial amount of time for growth to unfold, which is where many people get caught only focusing on. NIO and its peers like XPeng and Tesla (TSLA) trade at higher multiples relative to ICE manufacturers that are quickly shifting into EVs. The three trade at 13-14.5x 2021 EV/sales, while Ford (F) and GM (GM) trade at ~1.4x 2021 EV/sales; this provides evidence that the leading pure-play EV manufacturers are valued higher for both their hyper-growth prospects and disruptive factors as EV adoption is poised to accelerate.</p><p><blockquote>这是成长展开的大量时间，这是许多人只关注的地方。与快速转向电动汽车的内燃机制造商相比，蔚来及其同行小鹏汽车和特斯拉（TSLA）的市盈率更高。这三家公司的交易价格为 2021 年电动汽车/销量的 13-14.5 倍，而福特 (F) 和通用汽车 (GM) 的交易价格约为 2021 年电动汽车/销量的 1.4 倍；这提供了证据，表明随着电动汽车采用的加速，领先的纯电动汽车制造商因其高速增长前景和颠覆性因素而受到更高的估值。</blockquote></p><p> With high multiples for growth and disruption, multiple expansion simply provides free money as growth continues; multiple contraction, on the other hand, could make it harder to see significant profits. If EVs are expected to take over and be the primary system on the road, can they continue to command double-digit EV/sales multiples, or will these manufacturers become the new \"ICE\" and trade at low multiples due to the amount of competition in the market and the shift to becoming the dominant technology?</p><p><blockquote>由于增长和中断的高倍数，随着增长的继续，倍数扩张只是提供免费的资金；另一方面，多重收缩可能会使看到可观的利润变得更加困难。如果电动汽车有望接管并成为道路上的主要系统，它们能否继续获得两位数的电动汽车/销售倍数，或者这些制造商会成为新的“冰”，并由于市场竞争的激烈程度和成为主导技术的转变而以低倍数进行交易？</blockquote></p><p> Of course an argument can be made that EVs are only getting smarter and more technologically advanced with autonomous driving and virtual cockpits and more, but this is the case with cars in general - the technology is only improving, and it could be harder to gain a technological edge in five or ten years' time to garner premium multiples relative to peers on a tech basis. Competition and leveling of the playing field as EVs become the dominant tech on the road could serve to bring multiples lower as every manufacturer will be fighting for the same pie - the disruptive factor will have eroded.</p><p><blockquote>当然，有人可能会说，电动汽车只会通过自动驾驶、虚拟驾驶舱等功能变得更加智能和技术先进，但汽车的情况总体上就是如此——技术只会不断进步，而且可能会更难在五年或十年内获得技术优势，以在技术上相对于同行获得溢价倍数。随着电动汽车成为道路上的主导技术，竞争和公平竞争可能会降低市盈率，因为每个制造商都将争夺同一个蛋糕——破坏性因素将会被侵蚀。</blockquote></p><p> This isn't just a potential headwind for NIO, but for XPeng and other EV players that have earned huge valuations relative to revenues for the growth and disruption story. Assuming that by 2023, NIO's revenues are projected reach $12.5 billion, but forward EV/sales has fallen from the current ~14x to ~10x, that represents about 50% upside to $75 to a $125 billion valuation. However, if NIO can sustain its EV/sales multiple profile as deliveries grow and tap into new geographies, the upside potential grows substantially.</p><p><blockquote>这不仅是蔚来的潜在阻力，也是小鹏汽车和其他电动汽车公司的潜在阻力，这些公司因增长和颠覆故事而获得了相对于收入的巨大估值。假设到 2023 年，蔚来汽车的收入预计将达到 125 亿美元，但远期电动汽车/销量已从目前的约 14 倍降至约 10 倍，估值上涨约 50%，达到 75 美元至 1250 亿美元。然而，如果蔚来能够随着交付量的增长和开拓新的地区，维持其电动汽车/销量的多重形势，那么上行潜力将会大幅增长。</blockquote></p><p> <b>Overall</b></p><p><blockquote><b>总的</b></blockquote></p><p> NIO has found its groove again with June deliveries reaching a new monthly record, pushing Q2 deliveries to the high end of guidance given during the chip shortage. The manufacturer is showing the ability to perform regardless of the obstacles in the industry, and is setting itself up to reach 87,500 deliveries for the year with strong seasonality in 2H. Revenues are expected to grow for a second straight year at triple-digit rates to RMB32.5-RMB33.5 billion, with NIO continuing its growth story internationally and domestically.</p><p><blockquote>蔚来再次找到了最佳状态，6 月份的交付量创下了新的月度记录，将第二季度的交付量推至芯片短缺期间给出的指导的高端。该制造商显示出无论行业障碍如何都有能力履行职责，并计划在 2 小时内达到 87,500 辆交付量，具有很强的季节性。收入预计将连续第二年以三位数增长率增长至人民币325亿元至人民币335亿元，蔚来在国际和国内继续保持增长。</blockquote></p><p> While its growth is visible, one of NIO's bigger threats moving forward doesn't stem from the business, but rather the valuation. EV companies are trading at higher multiples than ICE manufacturers due to faster growth, disruption, and tech, but if EVs are expected to become the standard, more competition is likely to erode the premiums attached to growth and disruption.</p><p><blockquote>虽然蔚来汽车的增长是显而易见的，但蔚来汽车未来面临的更大威胁之一并非来自业务，而是来自估值。由于更快的增长、颠覆和技术，电动汽车公司的市盈率高于内燃机制造商，但如果电动汽车有望成为标准，更多的竞争可能会侵蚀增长和颠覆带来的溢价。</blockquote></p><p></p><p> Therefore, multiple contraction could be the long-term headwind for shares, as ICE manufacturers, the old standard, trade at much lower EV/sales multiples. Given the strong rally over the past six weeks, NIO's valuation brings shares back to a more neutral outlook, down from the bullish stances from March 3 to June 1 when the valuation was more attractive.</p><p><blockquote>因此，倍数收缩可能是股价的长期阻力，因为内燃机制造商（旧标准）的电动汽车/销售倍数要低得多。鉴于过去六周的强劲反弹，蔚来汽车的估值使股价回到了更加中性的前景，低于 3 月 3 日至 6 月 1 日估值更具吸引力的看涨立场。</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: Leading The Way, But Watching Valuation Multiples<blockquote>蔚来：领先，但关注估值倍数</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\">\nNIO: Leading The Way, But Watching Valuation Multiples<blockquote>蔚来：领先，但关注估值倍数</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 17:26</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 two months of relatively weaker deliveries from some chip shortage impacts, NIO regained its stride and posted another monthly delivery record for June.</li>  <li>Deliveries were 8,083 vehicles, pushing Q2 to 21,896 vehicles, +20.4% growth from Q1 even with chip shortage impacts early in the quarter.</li>  <li>While NIO still leads the way in the domestic Chinese group, XPeng is quickly catching up in terms of delivery numbers.</li>  <li>Even with visible growth catalysts, expectations for EVs to become the new standard raise risks to multiple contraction from erosion of hyper-growth/disruption multiples.</li>  <li>Given the strong rally over the past six weeks, NIO's valuation brings shares back to a more neutral outlook, down from the bullish stances from March 3 to June 1.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/56e66e8847024b9f76f7e620aef0619c\" tg-width=\"768\" tg-height=\"576\"><span>Andy Feng/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>由于一些芯片短缺的影响，两个月的交付量相对疲软后，蔚来重新振作起来，并创下了 6 月份的另一项月度交付记录。</li><li>交付量为 8,083 辆，将第二季度推至 21,896 辆，尽管本季度初受到芯片短缺的影响，但仍较第一季度增长 20.4%。</li><li>虽然蔚来在中国国内集团中仍然处于领先地位，但小鹏汽车在交付量方面正在迅速迎头赶上。</li><li>即使有可见的增长催化剂，电动汽车成为新标准的预期也会增加高速增长/中断倍数侵蚀导致倍数收缩的风险。</li><li>鉴于过去六周的强劲反弹，蔚来汽车的估值使其股价从 3 月 3 日至 6 月 1 日的看涨立场回落至更加中性的前景。</li></ul><p class=\"t-img-caption\"><span>Andy Feng/iStock 社论来自 Getty Images</span></p></blockquote></p><p> EV companies are finding themselves back in favor with investors, with a handful of manufacturers seeing double and triple-digit rallies in a six-week span since mid-May. NIO (NIO) is one of those, with shares up over 60% in that period as the manufacturer continues with its growth and international expansion plans, while navigating the chip shortage quite well. June deliveries came in strong, and set the manufacturer up for another success story in 2H, although the strong rally could see a breather soon.</p><p><blockquote>电动汽车公司发现自己重新受到投资者的青睐，自 5 月中旬以来的六周内，少数制造商的股价出现了两位数和三位数的上涨。蔚来（蔚来）就是其中之一，该制造商在此期间股价上涨了 60% 以上，因为该制造商继续其增长和国际扩张计划，同时很好地应对了芯片短缺问题。6 月份的交付强劲，为制造商在 2 小时内创造了另一个成功故事，尽管强劲的反弹可能很快就会出现喘息的机会。</blockquote></p><p> <b>Another Monthly Record</b></p><p><blockquote><b>又一个月度记录</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6833a92766699fa10e3dc04cc8c6beab\" tg-width=\"1200\" tg-height=\"674\"><span>Graphic from NIO</span></p><p><blockquote><p class=\"t-img-caption\"><span>来自蔚来的图形</span></p></blockquote></p><p> After two months of relatively weaker deliveries from some chip shortage impacts, NIO regained its stride and posted another monthly delivery record for&nbsp;June, over 10% from the previous record. The company delivered 8,083 vehicles, pushing Q2 deliveries to 21,896 vehicles, representing +20.4% growth from Q1 even with more of the impacts being felt during the first part of this quarter. Strong demand and higher seasonality of demand likely boosted deliveries amid these impacts.</p><p><blockquote>由于一些芯片短缺的影响，两个月的交付量相对疲软，蔚来重新振作起来，并创下了 6 月份的另一项月度交付记录，比之前的记录高出 10% 以上。该公司交付了 8,083 辆汽车，将第二季度的交付量推至 21,896 辆，比第一季度增长了 20.4%，尽管本季度上半年感受到了更多影响。在这些影响下，强劲的需求和更高的季节性可能会促进交付。</blockquote></p><p> For the YTD period, NIO has delivered just under 42,000 vehicles, just 4% below its full-year tally of 43,728 vehicles during 2020. NIO remains on track to double its deliveries y/y, with 87,500 vehicles a conservative, achievable year-end target as demand seasonality and orders pick up in the winter months. NIO continues to show impressive sequential growth, with Q2 the fifth-consecutive quarter of q/q growth, and a continuation of that does support the year-end delivery target.</p><p><blockquote>年初至今，蔚来已交付近 42,000 辆汽车，仅比 2020 年全年 43,728 辆汽车的交付量低 4%。蔚来的交付量仍有望同比翻一番，随着冬季需求的季节性和订单的增加，87,500 辆汽车是一个保守的、可实现的年终目标。蔚来继续显示出令人印象深刻的环比增长，第二季度连续第五个季度实现环比增长，这种增长的持续确实支持了年终交付目标。</blockquote></p><p> <b>Not Alone in Growth</b></p><p><blockquote><b>并非孤军奋战</b></blockquote></p><p> While NIO's deliveries were impressive, showing its ability to perform in the face of an industry-wide headwind, it's not the only Chinese manufacturer to show impressive growth.</p><p><blockquote>虽然蔚来汽车的交付量令人印象深刻，显示了其在全行业逆风面前的表现能力，但它并不是唯一一家表现出令人印象深刻增长的中国制造商。</blockquote></p><p> Fast-growing peer XPeng (XPEV) posted a new monthly record for June, delivering 6,565 vehicles, with the P7 recording its best month since launch at 4,730 units. While growth rates were impressive, at +459% y/y for 1H, +617% y/y for the month, and +439% y/y for Q2, XPeng had only just begun its production of the P7 in mid-May 2020 and did not complete its 10,000 unit goal until October 2020, so it isn't necessarily comparable.</p><p><blockquote>快速增长的同行小鹏汽车 (XPEV) 在 6 月份创下了新的月度纪录，交付了 6,565 辆汽车，其中 P7 创下了上市以来的最佳月度交付量，达到 4,730 辆。虽然增长率令人印象深刻，上半年同比增长+459%，本月同比增长+617%，第二季度同比增长+439%，但小鹏汽车在2020年5月中旬才开始生产P7，直到2020年10月才完成其10,000辆的目标，因此不一定具有可比性。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7242f091fae22def7e8992e2e355cf79\" tg-width=\"1200\" tg-height=\"675\"><span>Graphic from XPeng</span></p><p><blockquote><p class=\"t-img-caption\"><span>小鹏汽车图形</span></p></blockquote></p><p> What's impressive for XPeng is that even with the later start to production compared to NIO, it's quickly catching up in terms of overall delivery numbers for the monthly and quarterly tallies. June and Q2's figures are just 19% and 21% lower than NIO's, meaning XPeng needs about 25% growth from current levels to match NIO's numbers. As XPeng continues to push its technological edge and broaden its vehicle lineup, with the limited edition P7 Wing and the upcoming G3i next week, it has the necessary catalysts to catch up to NIO relatively soon, as long as its production capacity enables it.</p><p><blockquote>小鹏汽车令人印象深刻的是，尽管生产开始时间比蔚来晚，但它在月度和季度的整体交付量方面很快就赶上了。6 月份和第二季度的数据仅比蔚来低 19% 和 21%，这意味着小鹏汽车需要比当前水平增长约 25% 才能与蔚来汽车的数据相匹配。随着小鹏汽车继续推动其技术优势并扩大其车辆阵容，随着限量版P7 Wing和下周即将推出的G3i，只要其产能允许，它就有必要的催化剂相对较快地赶上蔚来。</blockquote></p><p> <b>What's Next?</b></p><p><blockquote><b>下一步是什么？</b></blockquote></p><p> NIO is one of the top pure-play EV manufacturers, and leading the Chinese cohort, although XPeng is quickly catching up. As a quick&nbsp;recap, NIO is launching in Norway during Q3, and has received the EWVTA for the ES8 while it preps its&nbsp;Oslo NIO House. The company also has a longer-term capacity expansion plan through Neo Park after it doubled its capacity arrangement with JAC. There's a lot to look forward to alongside revenue and delivery growth.</p><p><blockquote>蔚来是顶级纯电动汽车制造商之一，也是中国制造商中的佼佼者，尽管小鹏汽车正在迅速迎头赶上。快速回顾一下，蔚来将于第三季度在挪威推出，并在准备其奥斯陆蔚来之家时获得了ES8的EWVTA。在将与江淮汽车的产能安排加倍后，该公司还通过 Neo Park 制定了长期产能扩张计划。除了收入和交付增长之外，还有很多值得期待的事情。</blockquote></p><p></p><p> European expansion, and inevitably potential North American expansion, are both bright spots for NIO, serving to boost both deliveries and revenues by expanding sales outlets and increasing the number of potential customers. However, the costs to establish sales and service centers, NIO Houses, and possibly production facilities could be large; if NIO decides to keep production solely in China, it brings export costs and tariffs into play.</p><p><blockquote>欧洲扩张以及不可避免的潜在北美扩张都是蔚来的亮点，通过扩大销售点和增加潜在客户数量来提高交付量和收入。然而，建立销售和服务中心、蔚来大楼以及可能的生产设施的成本可能很大；如果蔚来决定只在中国生产，那么出口成本和关税就会发挥作用。</blockquote></p><p> NIO's growth is visible, but the question that remains right now is the valuation - the company continues to perform well regardless of the circumstances, cruising through the chip shortage with slight impacts, but does the overall growth and change in the industry support extensive valuation growth?</p><p><blockquote>蔚来汽车的增长是显而易见的，但现在剩下的问题是估值——无论在什么情况下，该公司都继续表现良好，在芯片短缺的情况下轻松度过，但行业的整体增长和变化是否支持广泛的估值增长？</blockquote></p><p> NIO's 2021 is poised for a second year of triple digit revenue growth, with RMB32.5-33.5 billion (US$5-5.2 billion) projected for 87,500-90,000 units delivered. While the rate of growth will cool from these levels moving forward (simply due to amounts), revenue growth will remain strong on a dollar basis, up ~US$3.5 billion/~68% for 2022 and ~US$4 billion/~45% for 2023 to reach ~$12.5 billion in revenues.</p><p><blockquote>蔚来 2021 年收入将连续第二年实现三位数增长，预计交付 87,500-90,000 辆汽车，达到 325-335 亿元人民币（5-52 亿美元）。虽然未来增长率将从这些水平降温（仅仅是因为数量），但按美元计算，收入增长将保持强劲，2022 年增长约 35 亿美元/~68%，2023 年增长约 40 亿美元/~45%，达到约 125 亿美元的收入。</blockquote></p><p> Revenue growth at this degree comes at a time when EV adoption is reaching an inflection point, especially in main market China. As the nation pushes for more and more EVs on the road and more infrastructure supporting it, NIO stands to benefit through BaaS - expansion of battery swap station network to the thousands and eligibility for subsidies regardless of vehicle price.</p><p><blockquote>这种程度的收入增长正值电动汽车采用达到拐点之际，尤其是在中国主要市场。随着国家推动越来越多的电动汽车上路以及更多支持它的基础设施，蔚来将通过 BaaS 受益——将电池换电站网络扩展到数千个，并且无论车辆价格如何都有资格获得补贴。</blockquote></p><p> Yet even with EV adoption growing, the timelines for when EV cars will be the \"norm\" are still a bit divergent - some nations aim to be there by 2030, some aim for 2040; the overall picture is that it will take the better part of a decade of more for EVs to take over.</p><p><blockquote>然而，即使电动汽车的采用不断增长，电动汽车何时成为“常态”仍然有点不同——一些国家的目标是到 2030 年实现，一些国家的目标是到 2040 年实现；总体情况是，电动汽车还需要十年的大部分时间才能接管。</blockquote></p><p> That's a substantial amount of time for growth to unfold, which is where many people get caught only focusing on. NIO and its peers like XPeng and Tesla (TSLA) trade at higher multiples relative to ICE manufacturers that are quickly shifting into EVs. The three trade at 13-14.5x 2021 EV/sales, while Ford (F) and GM (GM) trade at ~1.4x 2021 EV/sales; this provides evidence that the leading pure-play EV manufacturers are valued higher for both their hyper-growth prospects and disruptive factors as EV adoption is poised to accelerate.</p><p><blockquote>这是成长展开的大量时间，这是许多人只关注的地方。与快速转向电动汽车的内燃机制造商相比，蔚来及其同行小鹏汽车和特斯拉（TSLA）的市盈率更高。这三家公司的交易价格为 2021 年电动汽车/销量的 13-14.5 倍，而福特 (F) 和通用汽车 (GM) 的交易价格约为 2021 年电动汽车/销量的 1.4 倍；这提供了证据，表明随着电动汽车采用的加速，领先的纯电动汽车制造商因其高速增长前景和颠覆性因素而受到更高的估值。</blockquote></p><p> With high multiples for growth and disruption, multiple expansion simply provides free money as growth continues; multiple contraction, on the other hand, could make it harder to see significant profits. If EVs are expected to take over and be the primary system on the road, can they continue to command double-digit EV/sales multiples, or will these manufacturers become the new \"ICE\" and trade at low multiples due to the amount of competition in the market and the shift to becoming the dominant technology?</p><p><blockquote>由于增长和中断的高倍数，随着增长的继续，倍数扩张只是提供免费的资金；另一方面，多重收缩可能会使看到可观的利润变得更加困难。如果电动汽车有望接管并成为道路上的主要系统，它们能否继续获得两位数的电动汽车/销售倍数，或者这些制造商会成为新的“冰”，并由于市场竞争的激烈程度和成为主导技术的转变而以低倍数进行交易？</blockquote></p><p> Of course an argument can be made that EVs are only getting smarter and more technologically advanced with autonomous driving and virtual cockpits and more, but this is the case with cars in general - the technology is only improving, and it could be harder to gain a technological edge in five or ten years' time to garner premium multiples relative to peers on a tech basis. Competition and leveling of the playing field as EVs become the dominant tech on the road could serve to bring multiples lower as every manufacturer will be fighting for the same pie - the disruptive factor will have eroded.</p><p><blockquote>当然，有人可能会说，电动汽车只会通过自动驾驶、虚拟驾驶舱等功能变得更加智能和技术先进，但汽车的情况总体上就是如此——技术只会不断进步，而且可能会更难在五年或十年内获得技术优势，以在技术上相对于同行获得溢价倍数。随着电动汽车成为道路上的主导技术，竞争和公平竞争可能会降低市盈率，因为每个制造商都将争夺同一个蛋糕——破坏性因素将会被侵蚀。</blockquote></p><p> This isn't just a potential headwind for NIO, but for XPeng and other EV players that have earned huge valuations relative to revenues for the growth and disruption story. Assuming that by 2023, NIO's revenues are projected reach $12.5 billion, but forward EV/sales has fallen from the current ~14x to ~10x, that represents about 50% upside to $75 to a $125 billion valuation. However, if NIO can sustain its EV/sales multiple profile as deliveries grow and tap into new geographies, the upside potential grows substantially.</p><p><blockquote>这不仅是蔚来的潜在阻力，也是小鹏汽车和其他电动汽车公司的潜在阻力，这些公司因增长和颠覆故事而获得了相对于收入的巨大估值。假设到 2023 年，蔚来汽车的收入预计将达到 125 亿美元，但远期电动汽车/销量已从目前的约 14 倍降至约 10 倍，估值上涨约 50%，达到 75 美元至 1250 亿美元。然而，如果蔚来能够随着交付量的增长和开拓新的地区，维持其电动汽车/销量的多重形势，那么上行潜力将会大幅增长。</blockquote></p><p> <b>Overall</b></p><p><blockquote><b>总的</b></blockquote></p><p> NIO has found its groove again with June deliveries reaching a new monthly record, pushing Q2 deliveries to the high end of guidance given during the chip shortage. The manufacturer is showing the ability to perform regardless of the obstacles in the industry, and is setting itself up to reach 87,500 deliveries for the year with strong seasonality in 2H. Revenues are expected to grow for a second straight year at triple-digit rates to RMB32.5-RMB33.5 billion, with NIO continuing its growth story internationally and domestically.</p><p><blockquote>蔚来再次找到了最佳状态，6 月份的交付量创下了新的月度记录，将第二季度的交付量推至芯片短缺期间给出的指导的高端。该制造商显示出无论行业障碍如何都有能力履行职责，并计划在 2 小时内达到 87,500 辆交付量，具有很强的季节性。收入预计将连续第二年以三位数增长率增长至人民币325亿元至人民币335亿元，蔚来在国际和国内继续保持增长。</blockquote></p><p> While its growth is visible, one of NIO's bigger threats moving forward doesn't stem from the business, but rather the valuation. EV companies are trading at higher multiples than ICE manufacturers due to faster growth, disruption, and tech, but if EVs are expected to become the standard, more competition is likely to erode the premiums attached to growth and disruption.</p><p><blockquote>虽然蔚来汽车的增长是显而易见的，但蔚来汽车未来面临的更大威胁之一并非来自业务，而是来自估值。由于更快的增长、颠覆和技术，电动汽车公司的市盈率高于内燃机制造商，但如果电动汽车有望成为标准，更多的竞争可能会侵蚀增长和颠覆带来的溢价。</blockquote></p><p></p><p> Therefore, multiple contraction could be the long-term headwind for shares, as ICE manufacturers, the old standard, trade at much lower EV/sales multiples. Given the strong rally over the past six weeks, NIO's valuation brings shares back to a more neutral outlook, down from the bullish stances from March 3 to June 1 when the valuation was more attractive.</p><p><blockquote>因此，倍数收缩可能是股价的长期阻力，因为内燃机制造商（旧标准）的电动汽车/销售倍数要低得多。鉴于过去六周的强劲反弹，蔚来汽车的估值使股价回到了更加中性的前景，低于 3 月 3 日至 6 月 1 日估值更具吸引力的看涨立场。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4437567-nio-leading-the-way-watching-valuation-multiples\">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/4437567-nio-leading-the-way-watching-valuation-multiples","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106243819","content_text":"Summary\n\nAfter two months of relatively weaker deliveries from some chip shortage impacts, NIO regained its stride and posted another monthly delivery record for June.\nDeliveries were 8,083 vehicles, pushing Q2 to 21,896 vehicles, +20.4% growth from Q1 even with chip shortage impacts early in the quarter.\nWhile NIO still leads the way in the domestic Chinese group, XPeng is quickly catching up in terms of delivery numbers.\nEven with visible growth catalysts, expectations for EVs to become the new standard raise risks to multiple contraction from erosion of hyper-growth/disruption multiples.\nGiven the strong rally over the past six weeks, NIO's valuation brings shares back to a more neutral outlook, down from the bullish stances from March 3 to June 1.\n\nAndy Feng/iStock Editorial via Getty Images\nEV companies are finding themselves back in favor with investors, with a handful of manufacturers seeing double and triple-digit rallies in a six-week span since mid-May. NIO (NIO) is one of those, with shares up over 60% in that period as the manufacturer continues with its growth and international expansion plans, while navigating the chip shortage quite well. June deliveries came in strong, and set the manufacturer up for another success story in 2H, although the strong rally could see a breather soon.\nAnother Monthly Record\nGraphic from NIO\nAfter two months of relatively weaker deliveries from some chip shortage impacts, NIO regained its stride and posted another monthly delivery record for June, over 10% from the previous record. The company delivered 8,083 vehicles, pushing Q2 deliveries to 21,896 vehicles, representing +20.4% growth from Q1 even with more of the impacts being felt during the first part of this quarter. Strong demand and higher seasonality of demand likely boosted deliveries amid these impacts.\nFor the YTD period, NIO has delivered just under 42,000 vehicles, just 4% below its full-year tally of 43,728 vehicles during 2020. NIO remains on track to double its deliveries y/y, with 87,500 vehicles a conservative, achievable year-end target as demand seasonality and orders pick up in the winter months. NIO continues to show impressive sequential growth, with Q2 the fifth-consecutive quarter of q/q growth, and a continuation of that does support the year-end delivery target.\nNot Alone in Growth\nWhile NIO's deliveries were impressive, showing its ability to perform in the face of an industry-wide headwind, it's not the only Chinese manufacturer to show impressive growth.\nFast-growing peer XPeng (XPEV) posted a new monthly record for June, delivering 6,565 vehicles, with the P7 recording its best month since launch at 4,730 units. While growth rates were impressive, at +459% y/y for 1H, +617% y/y for the month, and +439% y/y for Q2, XPeng had only just begun its production of the P7 in mid-May 2020 and did not complete its 10,000 unit goal until October 2020, so it isn't necessarily comparable.\nGraphic from XPeng\nWhat's impressive for XPeng is that even with the later start to production compared to NIO, it's quickly catching up in terms of overall delivery numbers for the monthly and quarterly tallies. June and Q2's figures are just 19% and 21% lower than NIO's, meaning XPeng needs about 25% growth from current levels to match NIO's numbers. As XPeng continues to push its technological edge and broaden its vehicle lineup, with the limited edition P7 Wing and the upcoming G3i next week, it has the necessary catalysts to catch up to NIO relatively soon, as long as its production capacity enables it.\nWhat's Next?\nNIO is one of the top pure-play EV manufacturers, and leading the Chinese cohort, although XPeng is quickly catching up. As a quick recap, NIO is launching in Norway during Q3, and has received the EWVTA for the ES8 while it preps its Oslo NIO House. The company also has a longer-term capacity expansion plan through Neo Park after it doubled its capacity arrangement with JAC. There's a lot to look forward to alongside revenue and delivery growth.\nEuropean expansion, and inevitably potential North American expansion, are both bright spots for NIO, serving to boost both deliveries and revenues by expanding sales outlets and increasing the number of potential customers. However, the costs to establish sales and service centers, NIO Houses, and possibly production facilities could be large; if NIO decides to keep production solely in China, it brings export costs and tariffs into play.\nNIO's growth is visible, but the question that remains right now is the valuation - the company continues to perform well regardless of the circumstances, cruising through the chip shortage with slight impacts, but does the overall growth and change in the industry support extensive valuation growth?\nNIO's 2021 is poised for a second year of triple digit revenue growth, with RMB32.5-33.5 billion (US$5-5.2 billion) projected for 87,500-90,000 units delivered. While the rate of growth will cool from these levels moving forward (simply due to amounts), revenue growth will remain strong on a dollar basis, up ~US$3.5 billion/~68% for 2022 and ~US$4 billion/~45% for 2023 to reach ~$12.5 billion in revenues.\nRevenue growth at this degree comes at a time when EV adoption is reaching an inflection point, especially in main market China. As the nation pushes for more and more EVs on the road and more infrastructure supporting it, NIO stands to benefit through BaaS - expansion of battery swap station network to the thousands and eligibility for subsidies regardless of vehicle price.\nYet even with EV adoption growing, the timelines for when EV cars will be the \"norm\" are still a bit divergent - some nations aim to be there by 2030, some aim for 2040; the overall picture is that it will take the better part of a decade of more for EVs to take over.\nThat's a substantial amount of time for growth to unfold, which is where many people get caught only focusing on. NIO and its peers like XPeng and Tesla (TSLA) trade at higher multiples relative to ICE manufacturers that are quickly shifting into EVs. The three trade at 13-14.5x 2021 EV/sales, while Ford (F) and GM (GM) trade at ~1.4x 2021 EV/sales; this provides evidence that the leading pure-play EV manufacturers are valued higher for both their hyper-growth prospects and disruptive factors as EV adoption is poised to accelerate.\nWith high multiples for growth and disruption, multiple expansion simply provides free money as growth continues; multiple contraction, on the other hand, could make it harder to see significant profits. If EVs are expected to take over and be the primary system on the road, can they continue to command double-digit EV/sales multiples, or will these manufacturers become the new \"ICE\" and trade at low multiples due to the amount of competition in the market and the shift to becoming the dominant technology?\nOf course an argument can be made that EVs are only getting smarter and more technologically advanced with autonomous driving and virtual cockpits and more, but this is the case with cars in general - the technology is only improving, and it could be harder to gain a technological edge in five or ten years' time to garner premium multiples relative to peers on a tech basis. Competition and leveling of the playing field as EVs become the dominant tech on the road could serve to bring multiples lower as every manufacturer will be fighting for the same pie - the disruptive factor will have eroded.\nThis isn't just a potential headwind for NIO, but for XPeng and other EV players that have earned huge valuations relative to revenues for the growth and disruption story. Assuming that by 2023, NIO's revenues are projected reach $12.5 billion, but forward EV/sales has fallen from the current ~14x to ~10x, that represents about 50% upside to $75 to a $125 billion valuation. However, if NIO can sustain its EV/sales multiple profile as deliveries grow and tap into new geographies, the upside potential grows substantially.\nOverall\nNIO has found its groove again with June deliveries reaching a new monthly record, pushing Q2 deliveries to the high end of guidance given during the chip shortage. The manufacturer is showing the ability to perform regardless of the obstacles in the industry, and is setting itself up to reach 87,500 deliveries for the year with strong seasonality in 2H. Revenues are expected to grow for a second straight year at triple-digit rates to RMB32.5-RMB33.5 billion, with NIO continuing its growth story internationally and domestically.\nWhile its growth is visible, one of NIO's bigger threats moving forward doesn't stem from the business, but rather the valuation. EV companies are trading at higher multiples than ICE manufacturers due to faster growth, disruption, and tech, but if EVs are expected to become the standard, more competition is likely to erode the premiums attached to growth and disruption.\nTherefore, multiple contraction could be the long-term headwind for shares, as ICE manufacturers, the old standard, trade at much lower EV/sales multiples. Given the strong rally over the past six weeks, NIO's valuation brings shares back to a more neutral outlook, down from the bullish stances from March 3 to June 1 when the valuation was more attractive.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":941,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":692919620,"gmtCreate":1640825875665,"gmtModify":1640825876228,"author":{"id":"3583705894030764","authorId":"3583705894030764","name":"Tailwind","avatar":"https://static.tigerbbs.com/e34622367968d3257c3ffe6b0d24ff87","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583705894030764","authorIdStr":"3583705894030764"},"themes":[],"title":"","htmlText":"[Cool]&nbsp;","listText":"[Cool]&nbsp;","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/692919620","repostId":"2195466435","repostType":4,"isVote":1,"tweetType":1,"viewCount":3780,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605071231,"gmtCreate":1639097329664,"gmtModify":1639097330108,"author":{"id":"3583705894030764","authorId":"3583705894030764","name":"Tailwind","avatar":"https://static.tigerbbs.com/e34622367968d3257c3ffe6b0d24ff87","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583705894030764","authorIdStr":"3583705894030764"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/605071231","repostId":"2190964556","repostType":4,"isVote":1,"tweetType":1,"viewCount":1099,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608161591,"gmtCreate":1638667426153,"gmtModify":1638667426373,"author":{"id":"3583705894030764","authorId":"3583705894030764","name":"Tailwind","avatar":"https://static.tigerbbs.com/e34622367968d3257c3ffe6b0d24ff87","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583705894030764","authorIdStr":"3583705894030764"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/608161591","repostId":"1174181873","repostType":4,"repost":{"id":"1174181873","kind":"news","pubTimestamp":1638578178,"share":"https://www.laohunote.com/m/news/1174181873?lang=zh_CN&edition=full","pubTime":"2021-12-04 08:36","market":"us","language":"en","title":"US IPO Week Ahead: Digital banking and cloud infrastructure lead a 4 IPO week<blockquote>美国 IPO 周即将到来：数字银行和云基础设施引领 IPO 周 4</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1174181873","media":"renaissancecap...","summary":"The IPO market is expected to pick up in the week ahead with four IPOs scheduled to raise $3.7 billi","content":"<p>The IPO market is expected to pick up in the week ahead with four IPOs scheduled to raise $3.7 billion.</p><p><blockquote>IPO市场预计将在未来一周回暖，四次IPO计划筹集37亿美元。</blockquote></p><p> Buffett-backed&nbsp;<b>Nu Holdings</b>(NU) plans to raise $2.5 billion at a $41.1 billion market cap. Operating as Nubank, this Brazilian online-only bank was formed in 2013 to launch a no-fees credit card offering with a mobile-first customer experience, but has since expanded to offer various other financial products. Nu has grown rapidly since its inception, with a current base of nearly 50 million customers, though revenue per customer has been falling as its base grows.</p><p><blockquote>巴菲特支持<b>如控股</b>(NU) 计划以 411 亿美元的市值筹集 25 亿美元。这家巴西纯在线银行成立于 2013 年，名为 Nubank，旨在推出免费信用卡产品，提供移动优先的客户体验，但此后已扩展到提供各种其他金融产品。Nu自成立以来发展迅速，目前拥有近5000万客户群，但随着客户群的增长，每位客户的收入一直在下降。</blockquote></p><p> Cloud infrastructure platform&nbsp;<b>HashiCorp</b>(HCP) plans to raise $1.1 billion at a $14.0 billion market cap. This VC-backed company provides a suite of solutions that standardize and automate the provisioning, securing, connecting, and running of cloud infrastructure at scale. While it has demonstrated rapid growth and a sticky customer base, HashiCorp is highly unprofitable due to S&amp;M spend.</p><p><blockquote>云基础设施平台<b>哈希公司</b>(HCP) 计划以 140 亿美元的市值筹集 11 亿美元。这家由风险投资支持的公司提供了一套解决方案，可以大规模标准化和自动化云基础设施的配置、保护、连接和运行。虽然 HashiCorp 表现出快速增长和粘性客户群，但由于 S&amp;M 支出，HashiCorp 高度无利可图。</blockquote></p><p> Cannabis finance REIT&nbsp;<b>Chicago Atlantic Real Estate Finance</b>(REFI) plans to raise $106 million at a $296 million market cap. This newly-formed REIT is focused on originating, structuring, and investing in first mortgage loans and alternative structured financings secured by commercial real estate properties. Its current portfolio consists of senior loans to state-licensed operators in the cannabis industry.</p><p><blockquote>大麻金融房地产投资信托基金<b>芝加哥大西洋房地产金融</b>(REFI) 计划以 2.96 亿美元的市值筹集 1.06 亿美元。这个新成立的房地产投资信托基金专注于发起、构建和投资第一抵押贷款和由商业房地产担保的替代结构性融资。其目前的投资组合包括向大麻行业国家许可运营商提供的高级贷款。</blockquote></p><p> Canadian gold exploration company&nbsp;<b>Austin Gold</b>(AUST) plans to raise $15 million at a $64 million market cap. This Canadian gold exploration company currently has interests in four properties located in the state of Nevada, with just one property that it considers material at this time. Austin Gold has not generated any operating revenues to date.</p><p><blockquote>加拿大黄金勘探公司<b>奥斯汀黄金</b>(AUST) 计划以 6400 万美元的市值筹集 1500 万美元。这家加拿大黄金勘探公司目前在内华达州的四处矿产中拥有权益，目前只有一处矿产被认为是重要的。奥斯汀黄金公司迄今为止尚未产生任何营业收入。</blockquote></p><p></p>","source":"lsy1619493174116","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US IPO Week Ahead: Digital banking and cloud infrastructure lead a 4 IPO week<blockquote>美国 IPO 周即将到来：数字银行和云基础设施引领 IPO 周 4</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS IPO Week Ahead: Digital banking and cloud infrastructure lead a 4 IPO week<blockquote>美国 IPO 周即将到来：数字银行和云基础设施引领 IPO 周 4</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">renaissancecap...</strong><span class=\"h-time small\">2021-12-04 08:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The IPO market is expected to pick up in the week ahead with four IPOs scheduled to raise $3.7 billion.</p><p><blockquote>IPO市场预计将在未来一周回暖，四次IPO计划筹集37亿美元。</blockquote></p><p> Buffett-backed&nbsp;<b>Nu Holdings</b>(NU) plans to raise $2.5 billion at a $41.1 billion market cap. Operating as Nubank, this Brazilian online-only bank was formed in 2013 to launch a no-fees credit card offering with a mobile-first customer experience, but has since expanded to offer various other financial products. Nu has grown rapidly since its inception, with a current base of nearly 50 million customers, though revenue per customer has been falling as its base grows.</p><p><blockquote>巴菲特支持<b>如控股</b>(NU) 计划以 411 亿美元的市值筹集 25 亿美元。这家巴西纯在线银行成立于 2013 年，名为 Nubank，旨在推出免费信用卡产品，提供移动优先的客户体验，但此后已扩展到提供各种其他金融产品。Nu自成立以来发展迅速，目前拥有近5000万客户群，但随着客户群的增长，每位客户的收入一直在下降。</blockquote></p><p> Cloud infrastructure platform&nbsp;<b>HashiCorp</b>(HCP) plans to raise $1.1 billion at a $14.0 billion market cap. This VC-backed company provides a suite of solutions that standardize and automate the provisioning, securing, connecting, and running of cloud infrastructure at scale. While it has demonstrated rapid growth and a sticky customer base, HashiCorp is highly unprofitable due to S&amp;M spend.</p><p><blockquote>云基础设施平台<b>哈希公司</b>(HCP) 计划以 140 亿美元的市值筹集 11 亿美元。这家由风险投资支持的公司提供了一套解决方案，可以大规模标准化和自动化云基础设施的配置、保护、连接和运行。虽然 HashiCorp 表现出快速增长和粘性客户群，但由于 S&amp;M 支出，HashiCorp 高度无利可图。</blockquote></p><p> Cannabis finance REIT&nbsp;<b>Chicago Atlantic Real Estate Finance</b>(REFI) plans to raise $106 million at a $296 million market cap. This newly-formed REIT is focused on originating, structuring, and investing in first mortgage loans and alternative structured financings secured by commercial real estate properties. Its current portfolio consists of senior loans to state-licensed operators in the cannabis industry.</p><p><blockquote>大麻金融房地产投资信托基金<b>芝加哥大西洋房地产金融</b>(REFI) 计划以 2.96 亿美元的市值筹集 1.06 亿美元。这个新成立的房地产投资信托基金专注于发起、构建和投资第一抵押贷款和由商业房地产担保的替代结构性融资。其目前的投资组合包括向大麻行业国家许可运营商提供的高级贷款。</blockquote></p><p> Canadian gold exploration company&nbsp;<b>Austin Gold</b>(AUST) plans to raise $15 million at a $64 million market cap. This Canadian gold exploration company currently has interests in four properties located in the state of Nevada, with just one property that it considers material at this time. Austin Gold has not generated any operating revenues to date.</p><p><blockquote>加拿大黄金勘探公司<b>奥斯汀黄金</b>(AUST) 计划以 6400 万美元的市值筹集 1500 万美元。这家加拿大黄金勘探公司目前在内华达州的四处矿产中拥有权益，目前只有一处矿产被认为是重要的。奥斯汀黄金公司迄今为止尚未产生任何营业收入。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.renaissancecapital.com/IPO-Center/News/89235/US-IPO-Week-Ahead-Digital-banking-and-cloud-infrastructure-lead-a-4-IPO-wee\">renaissancecap...</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"REFI":"Chicago Atlantic Real Estate Finance, Inc.","NU":"Nu Holdings Ltd."},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/89235/US-IPO-Week-Ahead-Digital-banking-and-cloud-infrastructure-lead-a-4-IPO-wee","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174181873","content_text":"The IPO market is expected to pick up in the week ahead with four IPOs scheduled to raise $3.7 billion.\nBuffett-backed Nu Holdings(NU) plans to raise $2.5 billion at a $41.1 billion market cap. Operating as Nubank, this Brazilian online-only bank was formed in 2013 to launch a no-fees credit card offering with a mobile-first customer experience, but has since expanded to offer various other financial products. Nu has grown rapidly since its inception, with a current base of nearly 50 million customers, though revenue per customer has been falling as its base grows.\nCloud infrastructure platform HashiCorp(HCP) plans to raise $1.1 billion at a $14.0 billion market cap. This VC-backed company provides a suite of solutions that standardize and automate the provisioning, securing, connecting, and running of cloud infrastructure at scale. While it has demonstrated rapid growth and a sticky customer base, HashiCorp is highly unprofitable due to S&M spend.\nCannabis finance REIT Chicago Atlantic Real Estate Finance(REFI) plans to raise $106 million at a $296 million market cap. This newly-formed REIT is focused on originating, structuring, and investing in first mortgage loans and alternative structured financings secured by commercial real estate properties. Its current portfolio consists of senior loans to state-licensed operators in the cannabis industry.\nCanadian gold exploration company Austin Gold(AUST) plans to raise $15 million at a $64 million market cap. This Canadian gold exploration company currently has interests in four properties located in the state of Nevada, with just one property that it considers material at this time. Austin Gold has not generated any operating revenues to date.","news_type":1,"symbols_score_info":{"REFI":0.9,"NU":0.9,"HCP":0.9}},"isVote":1,"tweetType":1,"viewCount":802,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}