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Dny
2021-08-16
Wow….nice…try fool
3 High-Flying Stocks That May Fall 53% to 84%, According to Wall Street<blockquote>据华尔街称,3只飞涨的股票可能下跌53%至84%</blockquote>
Dny
2021-08-05
Wow
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Dny
2021-08-03
Yo! 😊//
@CCYMoney
:Hello
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Dny
2021-08-03
Nice
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Dny
2021-08-03
Hmmmmm….
Alibaba EPS beats by RMB2.27, misses on revenue<blockquote>阿里巴巴-SW每股收益超过预期人民币2.27元、营收不及预期</blockquote>
Dny
2021-08-02
[Cool] [Cool]
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Dny
2021-08-02
Love it
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Dny
2021-08-02
Wow
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Dny
2021-07-27
Coffeeeeeeee
Starbucks Transitions Retail Business In South Korea To E-Mart And GIC<blockquote>星巴克将韩国零售业务转移至易买得和GIC</blockquote>
Dny
2021-07-26
wow~~~[哇塞]
Amazon’s Cryptocurrency Plan Could Be a Game Changer<blockquote>亚马逊的加密货币计划可能会改变游戏规则</blockquote>
Dny
2021-07-20
Wow
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Dny
2021-07-19
Fools….again 😡
AMC fell nearly 9% in morning trading<blockquote>AMC早盘跌近9%</blockquote>
Dny
2021-07-16
Here goes the Fool again [Anger]
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Dny
2021-07-06
[强]
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Dny
2021-07-06
[贱笑]
Tesla, Apple, AMC Are The Most Popular Foreign Stocks Among South Koreans This Year<blockquote>特斯拉、苹果、AMC是今年最受韩国人欢迎的外国股票</blockquote>
Dny
2021-07-06
collect coins
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Dny
2021-07-06
[黑眼圈]
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Dny
2021-07-02
[Surprised] [OMG] [Spurting]
Tesla Q2 2021 produced and delivered over 200,000 vehicles<blockquote>特斯拉2021年Q2生产交付超20万辆</blockquote>
Dny
2021-07-02
GCS
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Dny
2021-07-02
Don’t know . don’t say . Don’t write . don’t haolian .
AMC: 'Record' Weekend Is Terrible News For The Stock<blockquote>AMC:“创纪录”的周末对该股来说是个坏消息</blockquote>
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fool","listText":"Wow….nice…try fool","text":"Wow….nice…try fool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/839119612","repostId":"1137437693","repostType":4,"repost":{"id":"1137437693","kind":"news","pubTimestamp":1629116844,"share":"https://www.laohu8.com/m/news/1137437693?lang=zh_CN&edition=full","pubTime":"2021-08-16 20:27","market":"us","language":"en","title":"3 High-Flying Stocks That May Fall 53% to 84%, According to Wall Street<blockquote>据华尔街称,3只飞涨的股票可能下跌53%至84%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1137437693","media":"Motley Fool","summary":"Analysts expect these soaring stocks to come crashing back to Earth.\n\nKey Points\n\nThe pandemic and/o","content":"<p> Analysts expect these soaring stocks to come crashing back to Earth. <b>Key Points</b></p><p><blockquote>分析师预计这些飙升的股票将会重挫。<b>要点</b></blockquote></p><p> <ul> <li>The pandemic and/or short squeezes have treated these three companies very well in 2021.</li> <li>Though Wall Street's price targets can often be taken with a grain of salt, these are likely on point.</li> </ul> It's a great time to be an investor. In the close to 17 months since the widely followed <b><a href=\"https://laohu8.com/S/.SPX\">S&P 500</a></b> bottomed out during the coronavirus crash in March 2020, the index has doubled in value. Time and again, patience begets profits on Wall Street.</p><p><blockquote><ul><li>2021年,疫情和/或轧空对这三家公司的待遇非常好。</li><li>尽管华尔街的价格目标通常可以持保留态度,但这些目标可能是正确的。</li></ul>现在是成为投资者的好时机。在近17个月的时间里,广受关注<b><a href=\"https://laohu8.com/S/.SPX\">标普500</a></b>该指数在2020年3月冠状病毒崩溃期间触底,现已翻了一番。耐心一次又一次地在华尔街带来利润。</blockquote></p><p> However, it's also common knowledge that not every stock is going to be a winner. According to Wall Street analysts and investment firms, there are three high-flying stocks that could lose anywhere from 53% to 84% of their value over the coming year, based on the consensus price target for each company.</p><p><blockquote>然而,众所周知,并非每只股票都会成为赢家。据华尔街分析师和投资公司称,根据每家公司的共识目标价,有三只飞涨的股票在未来一年可能会损失53%至84%的价值。</blockquote></p><p> <b>Moderna: Implied downside of 53%</b></p><p><blockquote><b>Moderna:隐含下跌53%</b></blockquote></p><p> First up is skyrocketing biotech stock <b><a href=\"https://laohu8.com/S/MRNA\">Moderna, Inc.</a></b>, which has gained almost 1,900% since the beginning of 2020. Even after pulling back more than 20% from its intraday high last week, Moderna's share price would have to fall by another 53% just to hit the consensus price target of $184.92.</p><p><blockquote>首先是飙升的生物科技股<b><a href=\"https://laohu8.com/S/MRNA\">莫德纳公司。</a></b>,自2020年初以来已上涨近1,900%。即使在从上周盘中高点回调超过20%后,Moderna的股价仍必须再下跌53%才能达到184.92美元的一致目标价。</blockquote></p><p> As you can probably guess, the reason Moderna has ascended to the heavens is the success of its emergency-use authorized (EUA) coronavirus disease 2019 (COVID-19) vaccine, mRNA-1273. In clinical trials, Moderna's vaccine candidate led to a vaccine efficacy (VE) of about 94%. With the exception of the<b> <a href=\"https://laohu8.com/S/PFE\">Pfizer</a>/</b><b>BioNTech</b> vaccine, which presented with a 95% VE, no other EUA vaccines have come close on the efficacy front.</p><p><blockquote>正如您可能猜到的那样,Moderna升天的原因是其紧急使用授权(EUA)冠状病毒疾病2019(COVID-19)疫苗mRNA-1273的成功。在临床试验中,Moderna的候选疫苗的疫苗效力(VE)约为94%。除了<b> <a href=\"https://laohu8.com/S/PFE\">辉瑞</a>/</b><b>BioNTech</b>该疫苗的VE为95%,在功效方面没有其他EUA疫苗接近。</blockquote></p><p> The rise of the COVID-19 delta variant has been another major boon for Moderna. The transmissibility of delta has lifted vaccination rates in a number of developed countries, and it encouraged the U.S. Food and Drug Administration toauthorize a booster shotfor those people with compromised immune systems.</p><p><blockquote>COVID-19德尔塔变异毒株的崛起是Moderna的另一大福音。delta的传播性提高了许多发达国家的疫苗接种率,并鼓励了美国。美国食品药品监督管理局将授权为那些免疫系统受损的人注射加强针。</blockquote></p><p> Ultimately, Moderna's skyrocketing share price appears to indicate that things could worsen before they get better on the COVID-19 front, and that booster shots will offer a beefier stream of revenue than once predicted.</p><p><blockquote>最终,Moderna飙升的股价似乎表明,在COVID-19局势好转之前,情况可能会变得更糟,而加强注射将提供比以前预测的更强劲的收入流。</blockquote></p><p> However, the issue with Moderna's valuation is twofold. <a href=\"https://laohu8.com/S/FFBC\">First</a>, competition for COVID-19 vaccinations is increasing, not decreasing. <b><a href=\"https://laohu8.com/S/NVAX\">Novavax</a></b> is a good bet to receive EUA within the coming months, and <b><a href=\"https://laohu8.com/S/JNJ\">Johnson & Johnson</a></b> shouldn't have any trouble ramping up production of its single-dose vaccine. We'reprobably looking at Moderna's peak revenue year in 2021.</p><p><blockquote>然而,Moderna的估值问题是双重的。<a href=\"https://laohu8.com/S/FFBC\">第一</a>,新冠疫苗接种的竞争正在加剧,而不是减少。<b><a href=\"https://laohu8.com/S/NVAX\">Novavax</a></b>在未来几个月内收到EUA是一个不错的选择,并且<b><a href=\"https://laohu8.com/S/JNJ\">强生公司</a></b>提高单剂量疫苗的产量应该没有任何问题。我们可能会在2021年看到Moderna的收入高峰年。</blockquote></p><p> The other issue is mRNA-1273 is Moderna's only marketable drug. A $157 billion market cap based on a single therapy that may or may not have staying powersounds very risky.</p><p><blockquote>另一个问题是mRNA-1273是Moderna唯一上市的药物。基于单一疗法的1570亿美元市值可能会也可能不会持续下去,这听起来风险很大。</blockquote></p><p> <b>Dillard's: Implied downside of 55%</b></p><p><blockquote><b>Dillard's:隐含下跌55%</b></blockquote></p><p> The next high-flying stock might come as a bit of a surprise... department store chain <b><a href=\"https://laohu8.com/S/DDS\">Dillard's</a></b>. Shares of Dillard's hit an all-time closing high of $196 on Friday, Aug. 13, pushing its market cap north of $4 billion. But according to analysts, which have a consensus price target of $87.33 on the company, this department store could be hitting the clearance rack with a 55% haircut over the next year.</p><p><blockquote>下一只飞涨的股票可能会有点令人惊讶...百货连锁店<b><a href=\"https://laohu8.com/S/DDS\">迪拉德氏</a></b>8月13日星期五,迪拉德的股价创下196美元的历史收盘新高,使其市值突破40亿美元。但分析师对该公司的一致目标价为87.33美元,该百货商店明年可能会降价55%。</blockquote></p><p> If you're wondering why Dillard's stock is up 625% over the trailing year, itsoperating performance would be a good place to start. The company drastically cut costs in the wake of the pandemic, strongly pushed direct-to-consumer sales, and has tightly managed its inventory. Without these burdensome overhead costs, profits have absolutely skyrocketed over the past two quarters as pent-up demand encouraged consumers to get out of their homes and into retail stores.</p><p><blockquote>如果您想知道为什么Dillard的股价在过去一年中上涨了625%,那么其经营业绩将是一个很好的起点。该公司在疫情爆发后大幅削减成本,大力推动直接面向消费者的销售,并严格管理库存。如果没有这些繁重的管理费用,过去两个季度的利润绝对飙升,因为被压抑的需求鼓励消费者走出家门,进入零售店。</blockquote></p><p> Dillard's has done a good job of attempting to boost shareholder value, too. In the 26 weeks, ended July 31, the company repurchased about 1.4 million shares totaling $171 million. This may not sound like a lot, but it reduced the company's outstanding share count by more than 6%.</p><p><blockquote>迪拉德在提高股东价值方面也做得很好。在截至7月31日的26周内,该公司回购了约140万股股票,总计1.71亿美元。这听起来可能不多,但它使公司的流通股数量减少了6%以上。</blockquote></p><p> It's also worth pointing out that Dillard's has a relatively small tradable float, and it's been a fairly heavily short-sold stock. This combination made it the perfect target for a short squeeze.</p><p><blockquote>还值得指出的是,迪拉德的可交易流通量相对较小,而且是一只被大量卖空的股票。这种组合使其成为轧空的完美目标。</blockquote></p><p></p><p> Despite all these positives, it's important for investors to recognize that retail department stores are generally slow-growing and cyclical. Even though Dillard's year-over-year comparisons are lights-out impressive, its 26-week retail sales for 2021 are only 1% higher than its 26-week retail sales for the comparable period in 2019. Further, comparable-store sales are only 4% higher in 2021 compared to 2019. While gross margin is notably higher, this has more to do with cost-cutting than significant sales traction.</p><p><blockquote>尽管有这些积极因素,但投资者必须认识到零售百货商店通常增长缓慢且具有周期性。尽管迪拉德的同比比较令人印象深刻,但其2021年26周零售额仅比2019年同期26周零售额高出1%。此外,与2019年相比,2021年同店销售额仅增长4%。虽然毛利率明显较高,但这更多地与成本削减有关,而不是显着的销售吸引力。</blockquote></p><p> Though Dillard's might defy Wall Street for a bit longer than expected, history suggestsit has no chance to keep up this pace. More than likely, Wall Street's price target will eventually become a reality.</p><p><blockquote>尽管迪拉德反抗华尔街的时间可能会比预期的要长一些,但历史表明它没有机会跟上这一步伐。华尔街的价格目标很可能最终会成为现实。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/AMC\">AMC Entertainment</a>: Implied downside of 84%</b></p><p><blockquote><b><a href=\"https://laohu8.com/S/AMC\">AMC院线</a>:隐含下行空间84%</b></blockquote></p><p> Sporting the most potential downside, according to Wall Street's consensus price target, is movie theater stock <b><a href=\"https://laohu8.com/S/AMC\">AMC Entertainment</a></b>. Although it's one of the year's top-performing stocks, AMC would need to decline by 84% from its current share price to hit the consensus target of $5.25 a share.</p><p><blockquote>根据华尔街的一致目标价,最具潜在下行空间的是电影院股<b><a href=\"https://laohu8.com/S/AMC\">AMC院线</a></b>尽管AMC是今年表现最好的股票之一,但它需要从当前股价下跌84%才能达到每股5.25美元的共识目标。</blockquote></p><p> AMC received a huge boost in January, when the company was able to save itself from bankruptcy by issuing common stock and debt. Short-sellers who'd been betting on additional downside in the company were caught off-guard by AMC's capital raise, which effected a viciousshort squeeze.</p><p><blockquote>AMC在一月份获得了巨大的提振,当时该公司通过发行普通股和债务使自己免于破产。一直押注该公司进一步下跌的卖空者对AMC的融资感到措手不及,这导致了恶性轧空。</blockquote></p><p> Today, AMC's impassioned retail investors share the same goal -- i.e., to see another short squeeze take place. As of July 30, 85.85 million shares were held short, representing almost 17% of the float.</p><p><blockquote>如今,AMC热情的散户投资者有着相同的目标——即看到另一次轧空。截至7月30日,8585万股被空头持有,几乎占流通股的17%。</blockquote></p><p> The problem for AMC and its retail investors is that fundamentals always matter, and AMC's operating performance and balance sheet arenothing short of a horror movie. While having increased capacity in its theaters drove sequential quarterly sales higher in the second quarter, it doesn't excuse the fact that AMC has burned through $576.5 million in cash over the past six months or that it's a long way from being profitable.</p><p><blockquote>AMC及其散户投资者面临的问题是,基本面始终很重要,AMC的经营业绩和资产负债表简直就是一部恐怖电影。虽然影院容量的增加推动了第二季度销售额的环比增长,但这并不能原谅AMC在过去六个月中消耗了5.765亿美元现金的事实,也不能原谅它距离盈利还有很长的路要走的事实。</blockquote></p><p> The balance sheet is a bigger concern. AMC ended June with $5.5 billion in corporate borrowing and had an additional $420 million in deferred rent that needs to be paid. With the company effectively maxing out its share issuances, AMC will be forced to rely on its $1.81 billion in cash and $212 million revolving credit facility to make good on its rent obligations and pay off its debt. With its 2026 and 2027 bonds going for 58% and 62% of par value, the clear implication from bondholders isthere's concern AMC won't remain solvent.</p><p><blockquote>资产负债表是一个更大的问题。截至6月底,AMC的企业借款为55亿美元,另外还有4.2亿美元的递延租金需要支付。随着该公司的股票发行实际上达到最大限度,AMC将被迫依靠其18.1亿美元的现金和2.12亿美元的循环信贷额度来偿还租金义务和债务。由于其2026年和2027年债券的价格分别为面值的58%和62%,债券持有人明确表示担心AMC将无法保持偿付能力。</blockquote></p><p> The icing on the cake is we'vewitnessed theatrical exclusivity dwindle. For instance, AMC's agreement with <a href=\"https://laohu8.com/S/T\">AT&T Inc</a>'s Warner Bros. offers only a 45-day exclusivity window, which is down from the traditional 75-day to 90-day period of exclusivity prior to the pandemic.</p><p><blockquote>锦上添花的是我们已经见证了戏剧排他性的减少。例如,AMC与<a href=\"https://laohu8.com/S/T\">AT&T公司</a>华纳兄弟公司仅提供45天的独家窗口,比大流行前传统的75天独家期减少到90天。</blockquote></p><p> It may take longer than 12 months, but AMC does look to beheaded back to its February low.</p><p><blockquote>这可能需要超过12个月的时间,但AMC确实有望跌回2月份的低点。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 High-Flying Stocks That May Fall 53% to 84%, According to Wall Street<blockquote>据华尔街称,3只飞涨的股票可能下跌53%至84%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 High-Flying Stocks That May Fall 53% to 84%, According to Wall Street<blockquote>据华尔街称,3只飞涨的股票可能下跌53%至84%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-08-16 20:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p> Analysts expect these soaring stocks to come crashing back to Earth. <b>Key Points</b></p><p><blockquote>分析师预计这些飙升的股票将会重挫。<b>要点</b></blockquote></p><p> <ul> <li>The pandemic and/or short squeezes have treated these three companies very well in 2021.</li> <li>Though Wall Street's price targets can often be taken with a grain of salt, these are likely on point.</li> </ul> It's a great time to be an investor. In the close to 17 months since the widely followed <b><a href=\"https://laohu8.com/S/.SPX\">S&P 500</a></b> bottomed out during the coronavirus crash in March 2020, the index has doubled in value. Time and again, patience begets profits on Wall Street.</p><p><blockquote><ul><li>2021年,疫情和/或轧空对这三家公司的待遇非常好。</li><li>尽管华尔街的价格目标通常可以持保留态度,但这些目标可能是正确的。</li></ul>现在是成为投资者的好时机。在近17个月的时间里,广受关注<b><a href=\"https://laohu8.com/S/.SPX\">标普500</a></b>该指数在2020年3月冠状病毒崩溃期间触底,现已翻了一番。耐心一次又一次地在华尔街带来利润。</blockquote></p><p> However, it's also common knowledge that not every stock is going to be a winner. According to Wall Street analysts and investment firms, there are three high-flying stocks that could lose anywhere from 53% to 84% of their value over the coming year, based on the consensus price target for each company.</p><p><blockquote>然而,众所周知,并非每只股票都会成为赢家。据华尔街分析师和投资公司称,根据每家公司的共识目标价,有三只飞涨的股票在未来一年可能会损失53%至84%的价值。</blockquote></p><p> <b>Moderna: Implied downside of 53%</b></p><p><blockquote><b>Moderna:隐含下跌53%</b></blockquote></p><p> First up is skyrocketing biotech stock <b><a href=\"https://laohu8.com/S/MRNA\">Moderna, Inc.</a></b>, which has gained almost 1,900% since the beginning of 2020. Even after pulling back more than 20% from its intraday high last week, Moderna's share price would have to fall by another 53% just to hit the consensus price target of $184.92.</p><p><blockquote>首先是飙升的生物科技股<b><a href=\"https://laohu8.com/S/MRNA\">莫德纳公司。</a></b>,自2020年初以来已上涨近1,900%。即使在从上周盘中高点回调超过20%后,Moderna的股价仍必须再下跌53%才能达到184.92美元的一致目标价。</blockquote></p><p> As you can probably guess, the reason Moderna has ascended to the heavens is the success of its emergency-use authorized (EUA) coronavirus disease 2019 (COVID-19) vaccine, mRNA-1273. In clinical trials, Moderna's vaccine candidate led to a vaccine efficacy (VE) of about 94%. With the exception of the<b> <a href=\"https://laohu8.com/S/PFE\">Pfizer</a>/</b><b>BioNTech</b> vaccine, which presented with a 95% VE, no other EUA vaccines have come close on the efficacy front.</p><p><blockquote>正如您可能猜到的那样,Moderna升天的原因是其紧急使用授权(EUA)冠状病毒疾病2019(COVID-19)疫苗mRNA-1273的成功。在临床试验中,Moderna的候选疫苗的疫苗效力(VE)约为94%。除了<b> <a href=\"https://laohu8.com/S/PFE\">辉瑞</a>/</b><b>BioNTech</b>该疫苗的VE为95%,在功效方面没有其他EUA疫苗接近。</blockquote></p><p> The rise of the COVID-19 delta variant has been another major boon for Moderna. The transmissibility of delta has lifted vaccination rates in a number of developed countries, and it encouraged the U.S. Food and Drug Administration toauthorize a booster shotfor those people with compromised immune systems.</p><p><blockquote>COVID-19德尔塔变异毒株的崛起是Moderna的另一大福音。delta的传播性提高了许多发达国家的疫苗接种率,并鼓励了美国。美国食品药品监督管理局将授权为那些免疫系统受损的人注射加强针。</blockquote></p><p> Ultimately, Moderna's skyrocketing share price appears to indicate that things could worsen before they get better on the COVID-19 front, and that booster shots will offer a beefier stream of revenue than once predicted.</p><p><blockquote>最终,Moderna飙升的股价似乎表明,在COVID-19局势好转之前,情况可能会变得更糟,而加强注射将提供比以前预测的更强劲的收入流。</blockquote></p><p> However, the issue with Moderna's valuation is twofold. <a href=\"https://laohu8.com/S/FFBC\">First</a>, competition for COVID-19 vaccinations is increasing, not decreasing. <b><a href=\"https://laohu8.com/S/NVAX\">Novavax</a></b> is a good bet to receive EUA within the coming months, and <b><a href=\"https://laohu8.com/S/JNJ\">Johnson & Johnson</a></b> shouldn't have any trouble ramping up production of its single-dose vaccine. We'reprobably looking at Moderna's peak revenue year in 2021.</p><p><blockquote>然而,Moderna的估值问题是双重的。<a href=\"https://laohu8.com/S/FFBC\">第一</a>,新冠疫苗接种的竞争正在加剧,而不是减少。<b><a href=\"https://laohu8.com/S/NVAX\">Novavax</a></b>在未来几个月内收到EUA是一个不错的选择,并且<b><a href=\"https://laohu8.com/S/JNJ\">强生公司</a></b>提高单剂量疫苗的产量应该没有任何问题。我们可能会在2021年看到Moderna的收入高峰年。</blockquote></p><p> The other issue is mRNA-1273 is Moderna's only marketable drug. A $157 billion market cap based on a single therapy that may or may not have staying powersounds very risky.</p><p><blockquote>另一个问题是mRNA-1273是Moderna唯一上市的药物。基于单一疗法的1570亿美元市值可能会也可能不会持续下去,这听起来风险很大。</blockquote></p><p> <b>Dillard's: Implied downside of 55%</b></p><p><blockquote><b>Dillard's:隐含下跌55%</b></blockquote></p><p> The next high-flying stock might come as a bit of a surprise... department store chain <b><a href=\"https://laohu8.com/S/DDS\">Dillard's</a></b>. Shares of Dillard's hit an all-time closing high of $196 on Friday, Aug. 13, pushing its market cap north of $4 billion. But according to analysts, which have a consensus price target of $87.33 on the company, this department store could be hitting the clearance rack with a 55% haircut over the next year.</p><p><blockquote>下一只飞涨的股票可能会有点令人惊讶...百货连锁店<b><a href=\"https://laohu8.com/S/DDS\">迪拉德氏</a></b>8月13日星期五,迪拉德的股价创下196美元的历史收盘新高,使其市值突破40亿美元。但分析师对该公司的一致目标价为87.33美元,该百货商店明年可能会降价55%。</blockquote></p><p> If you're wondering why Dillard's stock is up 625% over the trailing year, itsoperating performance would be a good place to start. The company drastically cut costs in the wake of the pandemic, strongly pushed direct-to-consumer sales, and has tightly managed its inventory. Without these burdensome overhead costs, profits have absolutely skyrocketed over the past two quarters as pent-up demand encouraged consumers to get out of their homes and into retail stores.</p><p><blockquote>如果您想知道为什么Dillard的股价在过去一年中上涨了625%,那么其经营业绩将是一个很好的起点。该公司在疫情爆发后大幅削减成本,大力推动直接面向消费者的销售,并严格管理库存。如果没有这些繁重的管理费用,过去两个季度的利润绝对飙升,因为被压抑的需求鼓励消费者走出家门,进入零售店。</blockquote></p><p> Dillard's has done a good job of attempting to boost shareholder value, too. In the 26 weeks, ended July 31, the company repurchased about 1.4 million shares totaling $171 million. This may not sound like a lot, but it reduced the company's outstanding share count by more than 6%.</p><p><blockquote>迪拉德在提高股东价值方面也做得很好。在截至7月31日的26周内,该公司回购了约140万股股票,总计1.71亿美元。这听起来可能不多,但它使公司的流通股数量减少了6%以上。</blockquote></p><p> It's also worth pointing out that Dillard's has a relatively small tradable float, and it's been a fairly heavily short-sold stock. This combination made it the perfect target for a short squeeze.</p><p><blockquote>还值得指出的是,迪拉德的可交易流通量相对较小,而且是一只被大量卖空的股票。这种组合使其成为轧空的完美目标。</blockquote></p><p></p><p> Despite all these positives, it's important for investors to recognize that retail department stores are generally slow-growing and cyclical. Even though Dillard's year-over-year comparisons are lights-out impressive, its 26-week retail sales for 2021 are only 1% higher than its 26-week retail sales for the comparable period in 2019. Further, comparable-store sales are only 4% higher in 2021 compared to 2019. While gross margin is notably higher, this has more to do with cost-cutting than significant sales traction.</p><p><blockquote>尽管有这些积极因素,但投资者必须认识到零售百货商店通常增长缓慢且具有周期性。尽管迪拉德的同比比较令人印象深刻,但其2021年26周零售额仅比2019年同期26周零售额高出1%。此外,与2019年相比,2021年同店销售额仅增长4%。虽然毛利率明显较高,但这更多地与成本削减有关,而不是显着的销售吸引力。</blockquote></p><p> Though Dillard's might defy Wall Street for a bit longer than expected, history suggestsit has no chance to keep up this pace. More than likely, Wall Street's price target will eventually become a reality.</p><p><blockquote>尽管迪拉德反抗华尔街的时间可能会比预期的要长一些,但历史表明它没有机会跟上这一步伐。华尔街的价格目标很可能最终会成为现实。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/AMC\">AMC Entertainment</a>: Implied downside of 84%</b></p><p><blockquote><b><a href=\"https://laohu8.com/S/AMC\">AMC院线</a>:隐含下行空间84%</b></blockquote></p><p> Sporting the most potential downside, according to Wall Street's consensus price target, is movie theater stock <b><a href=\"https://laohu8.com/S/AMC\">AMC Entertainment</a></b>. Although it's one of the year's top-performing stocks, AMC would need to decline by 84% from its current share price to hit the consensus target of $5.25 a share.</p><p><blockquote>根据华尔街的一致目标价,最具潜在下行空间的是电影院股<b><a href=\"https://laohu8.com/S/AMC\">AMC院线</a></b>尽管AMC是今年表现最好的股票之一,但它需要从当前股价下跌84%才能达到每股5.25美元的共识目标。</blockquote></p><p> AMC received a huge boost in January, when the company was able to save itself from bankruptcy by issuing common stock and debt. Short-sellers who'd been betting on additional downside in the company were caught off-guard by AMC's capital raise, which effected a viciousshort squeeze.</p><p><blockquote>AMC在一月份获得了巨大的提振,当时该公司通过发行普通股和债务使自己免于破产。一直押注该公司进一步下跌的卖空者对AMC的融资感到措手不及,这导致了恶性轧空。</blockquote></p><p> Today, AMC's impassioned retail investors share the same goal -- i.e., to see another short squeeze take place. As of July 30, 85.85 million shares were held short, representing almost 17% of the float.</p><p><blockquote>如今,AMC热情的散户投资者有着相同的目标——即看到另一次轧空。截至7月30日,8585万股被空头持有,几乎占流通股的17%。</blockquote></p><p> The problem for AMC and its retail investors is that fundamentals always matter, and AMC's operating performance and balance sheet arenothing short of a horror movie. While having increased capacity in its theaters drove sequential quarterly sales higher in the second quarter, it doesn't excuse the fact that AMC has burned through $576.5 million in cash over the past six months or that it's a long way from being profitable.</p><p><blockquote>AMC及其散户投资者面临的问题是,基本面始终很重要,AMC的经营业绩和资产负债表简直就是一部恐怖电影。虽然影院容量的增加推动了第二季度销售额的环比增长,但这并不能原谅AMC在过去六个月中消耗了5.765亿美元现金的事实,也不能原谅它距离盈利还有很长的路要走的事实。</blockquote></p><p> The balance sheet is a bigger concern. AMC ended June with $5.5 billion in corporate borrowing and had an additional $420 million in deferred rent that needs to be paid. With the company effectively maxing out its share issuances, AMC will be forced to rely on its $1.81 billion in cash and $212 million revolving credit facility to make good on its rent obligations and pay off its debt. With its 2026 and 2027 bonds going for 58% and 62% of par value, the clear implication from bondholders isthere's concern AMC won't remain solvent.</p><p><blockquote>资产负债表是一个更大的问题。截至6月底,AMC的企业借款为55亿美元,另外还有4.2亿美元的递延租金需要支付。随着该公司的股票发行实际上达到最大限度,AMC将被迫依靠其18.1亿美元的现金和2.12亿美元的循环信贷额度来偿还租金义务和债务。由于其2026年和2027年债券的价格分别为面值的58%和62%,债券持有人明确表示担心AMC将无法保持偿付能力。</blockquote></p><p> The icing on the cake is we'vewitnessed theatrical exclusivity dwindle. For instance, AMC's agreement with <a href=\"https://laohu8.com/S/T\">AT&T Inc</a>'s Warner Bros. offers only a 45-day exclusivity window, which is down from the traditional 75-day to 90-day period of exclusivity prior to the pandemic.</p><p><blockquote>锦上添花的是我们已经见证了戏剧排他性的减少。例如,AMC与<a href=\"https://laohu8.com/S/T\">AT&T公司</a>华纳兄弟公司仅提供45天的独家窗口,比大流行前传统的75天独家期减少到90天。</blockquote></p><p> It may take longer than 12 months, but AMC does look to beheaded back to its February low.</p><p><blockquote>这可能需要超过12个月的时间,但AMC确实有望跌回2月份的低点。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/08/16/3-high-flying-stocks-may-fall-53-to-84-wall-street/\">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":{"DDS":"狄乐百货","AMC":"AMC院线","JNJ":"强生",".SPX":"S&P 500 Index","MRNA":"Moderna, Inc."},"source_url":"https://www.fool.com/investing/2021/08/16/3-high-flying-stocks-may-fall-53-to-84-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137437693","content_text":"Analysts expect these soaring stocks to come crashing back to Earth.\n\nKey Points\n\nThe pandemic and/or short squeezes have treated these three companies very well in 2021.\nThough Wall Street's price targets can often be taken with a grain of salt, these are likely on point.\n\nIt's a great time to be an investor. In the close to 17 months since the widely followed S&P 500 bottomed out during the coronavirus crash in March 2020, the index has doubled in value. Time and again, patience begets profits on Wall Street.\nHowever, it's also common knowledge that not every stock is going to be a winner. According to Wall Street analysts and investment firms, there are three high-flying stocks that could lose anywhere from 53% to 84% of their value over the coming year, based on the consensus price target for each company.\nModerna: Implied downside of 53%\nFirst up is skyrocketing biotech stock Moderna, Inc., which has gained almost 1,900% since the beginning of 2020. Even after pulling back more than 20% from its intraday high last week, Moderna's share price would have to fall by another 53% just to hit the consensus price target of $184.92.\nAs you can probably guess, the reason Moderna has ascended to the heavens is the success of its emergency-use authorized (EUA) coronavirus disease 2019 (COVID-19) vaccine, mRNA-1273. In clinical trials, Moderna's vaccine candidate led to a vaccine efficacy (VE) of about 94%. With the exception of the Pfizer/BioNTech vaccine, which presented with a 95% VE, no other EUA vaccines have come close on the efficacy front.\nThe rise of the COVID-19 delta variant has been another major boon for Moderna. The transmissibility of delta has lifted vaccination rates in a number of developed countries, and it encouraged the U.S. Food and Drug Administration toauthorize a booster shotfor those people with compromised immune systems.\nUltimately, Moderna's skyrocketing share price appears to indicate that things could worsen before they get better on the COVID-19 front, and that booster shots will offer a beefier stream of revenue than once predicted.\nHowever, the issue with Moderna's valuation is twofold. First, competition for COVID-19 vaccinations is increasing, not decreasing. Novavax is a good bet to receive EUA within the coming months, and Johnson & Johnson shouldn't have any trouble ramping up production of its single-dose vaccine. We'reprobably looking at Moderna's peak revenue year in 2021.\nThe other issue is mRNA-1273 is Moderna's only marketable drug. A $157 billion market cap based on a single therapy that may or may not have staying powersounds very risky.\nDillard's: Implied downside of 55%\nThe next high-flying stock might come as a bit of a surprise... department store chain Dillard's. Shares of Dillard's hit an all-time closing high of $196 on Friday, Aug. 13, pushing its market cap north of $4 billion. But according to analysts, which have a consensus price target of $87.33 on the company, this department store could be hitting the clearance rack with a 55% haircut over the next year.\nIf you're wondering why Dillard's stock is up 625% over the trailing year, itsoperating performance would be a good place to start. The company drastically cut costs in the wake of the pandemic, strongly pushed direct-to-consumer sales, and has tightly managed its inventory. Without these burdensome overhead costs, profits have absolutely skyrocketed over the past two quarters as pent-up demand encouraged consumers to get out of their homes and into retail stores.\nDillard's has done a good job of attempting to boost shareholder value, too. In the 26 weeks, ended July 31, the company repurchased about 1.4 million shares totaling $171 million. This may not sound like a lot, but it reduced the company's outstanding share count by more than 6%.\nIt's also worth pointing out that Dillard's has a relatively small tradable float, and it's been a fairly heavily short-sold stock. This combination made it the perfect target for a short squeeze.\nDespite all these positives, it's important for investors to recognize that retail department stores are generally slow-growing and cyclical. Even though Dillard's year-over-year comparisons are lights-out impressive, its 26-week retail sales for 2021 are only 1% higher than its 26-week retail sales for the comparable period in 2019. Further, comparable-store sales are only 4% higher in 2021 compared to 2019. While gross margin is notably higher, this has more to do with cost-cutting than significant sales traction.\nThough Dillard's might defy Wall Street for a bit longer than expected, history suggestsit has no chance to keep up this pace. More than likely, Wall Street's price target will eventually become a reality.\nAMC Entertainment: Implied downside of 84%\nSporting the most potential downside, according to Wall Street's consensus price target, is movie theater stock AMC Entertainment. Although it's one of the year's top-performing stocks, AMC would need to decline by 84% from its current share price to hit the consensus target of $5.25 a share.\nAMC received a huge boost in January, when the company was able to save itself from bankruptcy by issuing common stock and debt. Short-sellers who'd been betting on additional downside in the company were caught off-guard by AMC's capital raise, which effected a viciousshort squeeze.\nToday, AMC's impassioned retail investors share the same goal -- i.e., to see another short squeeze take place. As of July 30, 85.85 million shares were held short, representing almost 17% of the float.\nThe problem for AMC and its retail investors is that fundamentals always matter, and AMC's operating performance and balance sheet arenothing short of a horror movie. While having increased capacity in its theaters drove sequential quarterly sales higher in the second quarter, it doesn't excuse the fact that AMC has burned through $576.5 million in cash over the past six months or that it's a long way from being profitable.\nThe balance sheet is a bigger concern. AMC ended June with $5.5 billion in corporate borrowing and had an additional $420 million in deferred rent that needs to be paid. With the company effectively maxing out its share issuances, AMC will be forced to rely on its $1.81 billion in cash and $212 million revolving credit facility to make good on its rent obligations and pay off its debt. With its 2026 and 2027 bonds going for 58% and 62% of par value, the clear implication from bondholders isthere's concern AMC won't remain solvent.\nThe icing on the cake is we'vewitnessed theatrical exclusivity dwindle. For instance, AMC's agreement with AT&T Inc's Warner Bros. offers only a 45-day exclusivity window, which is down from the traditional 75-day to 90-day period of exclusivity prior to the pandemic.\nIt may take longer than 12 months, but AMC does look to beheaded back to its February low.","news_type":1,"symbols_score_info":{"DDS":0.9,".SPX":0.9,"JNJ":0.9,"AMC":0.9,"MRNA":0.9}},"isVote":1,"tweetType":1,"viewCount":1583,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890829023,"gmtCreate":1628092874562,"gmtModify":1631888568784,"author":{"id":"3583713903095207","authorId":"3583713903095207","name":"Dny","avatar":"https://static.tigerbbs.com/df94541de0876a6ec7f52cfea841f652","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583713903095207","idStr":"3583713903095207"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/890829023","repostId":"1187165636","repostType":4,"isVote":1,"tweetType":1,"viewCount":1516,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807904491,"gmtCreate":1627994074913,"gmtModify":1631888568792,"author":{"id":"3583713903095207","authorId":"3583713903095207","name":"Dny","avatar":"https://static.tigerbbs.com/df94541de0876a6ec7f52cfea841f652","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583713903095207","idStr":"3583713903095207"},"themes":[],"htmlText":"Yo! 😊//<a href=\"https://laohu8.com/U/3581714708617316\">@CCYMoney</a>:Hello","listText":"Yo! 😊//<a href=\"https://laohu8.com/U/3581714708617316\">@CCYMoney</a>:Hello","text":"Yo! 😊//@CCYMoney:Hello","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/807904491","repostId":"1126095878","repostType":4,"isVote":1,"tweetType":1,"viewCount":1440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807905885,"gmtCreate":1627993992947,"gmtModify":1631888568802,"author":{"id":"3583713903095207","authorId":"3583713903095207","name":"Dny","avatar":"https://static.tigerbbs.com/df94541de0876a6ec7f52cfea841f652","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583713903095207","idStr":"3583713903095207"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/807905885","repostId":"1126095878","repostType":4,"isVote":1,"tweetType":1,"viewCount":1448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807908694,"gmtCreate":1627993819018,"gmtModify":1631888568811,"author":{"id":"3583713903095207","authorId":"3583713903095207","name":"Dny","avatar":"https://static.tigerbbs.com/df94541de0876a6ec7f52cfea841f652","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583713903095207","idStr":"3583713903095207"},"themes":[],"htmlText":"Hmmmmm….","listText":"Hmmmmm….","text":"Hmmmmm….","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/807908694","repostId":"1169635195","repostType":4,"repost":{"id":"1169635195","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":1627988246,"share":"https://www.laohu8.com/m/news/1169635195?lang=zh_CN&edition=full","pubTime":"2021-08-03 18:57","market":"us","language":"en","title":"Alibaba EPS beats by RMB2.27, misses on revenue<blockquote>阿里巴巴-SW每股收益超过预期人民币2.27元、营收不及预期</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1169635195","media":"Tiger Newspress","summary":" $Alibaba$ posted financial result in premarket, which showed that:. Alibaba Q1 revenue RMB205.74 bln vs. RMB153.75 bln a year ago; FactSet consensus RMB209.11 bln.Alibaba Q1 adj. EPS RMB16.60 vs. RMB14.82 a year ago; FactSet consensus RMB14.33.Revenue was RMB205,740 million , an increase of 34% year-over-year. Excluding the consolidation of Sun Art, our revenue would have grown 22% year-over-year to RMB187,306 million .Annual active consumersof the Alibaba Ecosystem across the world reached app","content":"<p>(August 3) <a href=\"https://laohu8.com/S/BABA\">Alibaba</a> posted financial result in premarket, which showed that:</p><p><blockquote>(8月3日)<a href=\"https://laohu8.com/S/BABA\">阿里巴巴-SW</a>盘前公布的财务业绩显示:</blockquote></p><p> Alibaba Q1 revenue RMB205.74 bln vs. RMB153.75 bln a year ago; FactSet consensus RMB209.11 bln.</p><p><blockquote>阿里巴巴-SW第一季度营收为人民币2057.4亿元,去年同期为人民币1537.5亿元;FactSet共识为人民币2091.1亿元。</blockquote></p><p> Alibaba Q1 adj. EPS RMB16.60 vs. RMB14.82 a year ago; FactSet consensus RMB14.33.</p><p><blockquote>阿里巴巴-SW第一季度调整后。每股收益为人民币16.60元,去年同期为人民币14.82元;FactSet共识人民币14.33元。</blockquote></p><p> <b>BUSINESS HIGHLIGHTS</b></p><p><blockquote><b>业务亮点</b></blockquote></p><p> <b>In the quarter ended June 30, 2021:</b></p><p><blockquote><b>截至2021年6月30日的季度:</b></blockquote></p><p> <ul> <li><b>Revenue</b> was RMB205,740 million (US$31,865 million), an increase of 34% year-over-year. Excluding the consolidation of Sun Art, our revenue would have grown 22% year-over-year to RMB187,306 million (US$29,010 million).</li> <li><b>Annual active consumers</b>of the Alibaba Ecosystem across the world reached approximately 1.18 billion for the twelve months ended June 30, 2021, an increase of 45 million from the twelve months ended March 31, 2021. This includes 912 million consumers in China1and 265 million consumers overseas served by Lazada, AliExpress, Trendyol and Daraz.</li> <li><b>Income from operations</b> was RMB30,847 million (US$4,778 million), a decrease of 11% year-over-year.<b>Adjusted EBITDA</b>, a non-GAAP measurement, decreased 5% year-over-year to RMB48,628 million (US$7,532 million).<b>Adjusted EBITA</b>, a non-GAAP measurement, decreased 8% year-over-year to RMB41,731 million (US$6,463 million). The year-over-year decreases were primarily due to our investments in strategic areas to capture incremental opportunities, such as Community Marketplaces, Taobao Deals, Local Consumer Services and Lazada, as well as our increased spending on growth initiatives within China retail marketplaces, such as Idle Fish and Taobao Live, and our support to merchants.</li> <li><b>Net income attributable to ordinary shareholders</b> was RMB45,141 million (US$6,991 million),and<b>net income</b>was RMB42,835 million (US$6,634 million).<b>Non-GAAP net income</b> was RMB43,441 million (US$6,728 million), an increase of 10% year-over-year, mainly due to an increase in share of profit of equity method investees.</li> <li><b>Diluted earnings per ADS</b> was RMB16.38 (US$2.54) and<b>diluted earnings per share</b>was RMB2.05 (US$0.32 or HK$2.46).<b>Non-GAAP diluted earnings per ADS</b>was RMB16.60 (US$2.57), an increase of 12% year-over-year and<b>non-GAAP diluted earnings per share</b>was RMB2.08 (US$0.32 or HK$2.50), an increase of 12% year-over-year.</li> <li><b>Net cashprovided by operating activities</b> was RMB33,603 million (US$5,204 million).<b>Non-GAAP free cash flow</b>was RMB20,683 million (US$3,203 million), a decrease compared to RMB36,570 million in the same quarter of 2020, mainly due to the partial settlement in the amount of RMB9,114 million (US$1,412 million) of the RMB18,228 million fine levied earlier this year by China’s State Administration for Market Regulation pursuant to China’s Anti-monopoly Law (the “Anti-monopoly Fine”) and a decrease in profit as a result of our investments in key strategic areas.</li> </ul> <img src=\"https://static.tigerbbs.com/11aa08a1ccb4f80e6867c7e7631297c8\" tg-width=\"719\" tg-height=\"863\" referrerpolicy=\"no-referrer\"></p><p><blockquote><ul><li><b>收入</b>为人民币2,057.40百万元(318.65亿美元),同比增长34%。如果不包括合并高鑫,我们的收入将同比增长22%至人民币1,873.06亿元(290.1亿美元)。</li><li><b>年度活跃消费者</b>截至2021年6月30日止十二个月,全球阿里巴巴-SW生态系统的总用户数达到约11.8亿,较截至2021年3月31日止十二个月增加4500万。这包括Lazada、全球速卖通、Trendyol和Daraz服务的中国9.12亿消费者1和海外2.65亿消费者。</li><li><b>营业收入</b>为人民币308.47亿元(47.78亿美元),同比下降11%。<b>调整后EBITDA</b>根据非公认会计准则衡量,同比下降5%至人民币486.28亿元(75.32亿美元)。<b>调整后EBITA</b>根据非公认会计准则衡量,同比下降8%至人民币417.31亿元(64.63亿美元)。同比下降主要是由于我们在战略领域的投资以捕捉增量机会,例如社区市场、淘宝交易、本地消费者服务和Lazada,以及我们在中国零售市场增长计划上的支出增加,例如闲鱼和淘宝直播,以及我们对商家的支持。</li><li><b>归属于普通股股东的净利润</b>为人民币451.41亿元(69.91亿美元),及<b>净收入</b>为人民币428.35亿元(66.34亿美元)。<b>非公认会计准则净利润</b>为人民币434.41亿元(67.28亿美元),同比增长10%,主要是由于权益法被投资方利润份额增加。</li><li><b>每股美国存托凭证摊薄收益</b>为人民币16.38元(2.54美元)<b>每股摊薄盈利</b>为人民币2.05元(0.32美元或2.46港元)。<b>非公认会计准则每股美国存托凭证摊薄收益</b>为人民币16.60元(2.57美元),同比增长12%<b>非公认会计准则稀释每股收益</b>为人民币2.08元(0.32美元或2.50港元),同比增长12%。</li><li><b>经营活动提供的现金净额</b>为人民币336.03亿元(52.04亿美元)。<b>非公认会计准则自由现金流</b>为人民币206.83亿元(32.03亿美元),较2020年同季度的人民币365.70亿元有所下降,主要是由于部分结清了今年早些时候中国国家市场监督管理总局根据中国反垄断法征收的人民币182.28亿元罚款(“反垄断法罚款”)中的人民币91.14亿元(14.12亿美元)以及我们在关键战略领域的投资导致利润减少。</li></ul></blockquote></p><p> <b>China Retail Marketplaces</b></p><p><blockquote><b>中国零售市场</b></blockquote></p><p> In June 2021, Alibaba's China retail marketplaces had 939 million mobile MAUs, representing a quarterly net increase of 14 million.</p><p><blockquote>2021年6月,阿里巴巴-SW中国零售市场的移动月活跃用户数为9.39亿,季度净增1400万。</blockquote></p><p> <b>Cloud Computing</b></p><p><blockquote><b>云计算</b></blockquote></p><p> In the June 2021 quarter, our cloud computing revenue grew 29% year-over-year to RMB16,051 million (US$2,486 million), primarily driven by robust growth in revenue from customers in the Internet, financial services and retail industries.</p><p><blockquote>2021年6月季度,我们的云计算收入同比增长29%至人民币160.51亿元(24.86亿美元),主要得益于互联网、金融服务和零售行业客户收入的强劲增长。</blockquote></p><p> <b>Cash Flow from Operating Activities and Free Cash Flow</b></p><p><blockquote><b>经营活动产生的现金流量和自由现金流量</b></blockquote></p><p> In the quarter ended June 30, 2021, net cash provided by operating activities was RMB33,603 million (US$5,204 million), a decrease compared to RMB50,099 million in the same quarter of 2020. Free cash flow, a non-GAAP measurement of liquidity, decreased to RMB20,683 million (US$3,203 million), from RMB36,570 million in the same quarter of 2020. The year-over-year decreases were mainly due to the partial settlement in the amount of RMB9,114 million (US$1,412 million) of the RMB18,228 million Anti-monopoly Fine and a decrease in profit as a result of our investments in key strategic areas. A reconciliation of net cash provided by operating activities to free cash flow is included at the end of this results announcement.</p><p><blockquote>截至2021年6月30日的季度,经营活动提供的净现金为人民币336.03亿元(52.04亿美元),较2020年同季度的人民币500.99亿元有所下降。自由现金流(衡量流动性的非公认会计准则衡量标准)从2020年同季度的人民币365.7亿元下降至人民币206.83亿元(32.03亿美元)。同比下降主要是由于部分和解了人民币182.28亿元的反垄断罚款中的人民币91.14亿元(14.12亿美元),以及我们在关键战略领域的投资导致利润减少。经营活动提供的净现金与自由现金流的调节表包含在本业绩公告的末尾。</blockquote></p><p> <b>Increasing Share Repurchases</b></p><p><blockquote><b>增加股票回购</b></blockquote></p><p> Since April 1, 2021 and through the publication of this results announcement, we repurchased approximately 18.1 million of our ADSs (the equivalent of approximately 144.5 million of our ordinary shares) for approximately US$3,680 million under our share repurchase program. In addition, on August 2, 2021, our board of directors authorized the Company to upsize our Company's share repurchase program from US$10 billion to US$15 billion. This share repurchase program will be effective through the end of 2022.</p><p><blockquote>自2021年4月1日起及透过刊发本业绩公告,我们根据股份回购计划以约36.8亿美元回购约18.1百万股美国存讬股(相当于约144.5百万股普通股)。此外,2021年8月2日,我们的董事会授权公司将我们公司的股票回购计划规模从100亿美元扩大到150亿美元。该股票回购计划将于2022年底生效。</blockquote></p><p></p><p> <img src=\"https://static.tigerbbs.com/58bf53593de78f5f6e4fa1096d7aae94\" tg-width=\"757\" tg-height=\"793\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> We are increasing our share repurchase program from US$10 billion to US$15 billion, the largest share repurchase program in the Company’s history, because we are confident of our long-term growth prospects. Our net cash position remains strong and we have repurchased approximately US$3.7 billion of our ADSs since April 1, 2021.”</p><p><blockquote>我们正在将股票回购计划从100亿美元增加到150亿美元,这是公司历史上最大的股票回购计划,因为我们对我们的长期增长前景充满信心。我们的净现金状况仍然强劲,自2021年4月1日以来,我们已回购了约37亿美元的ADS。”</blockquote></p><p> In June 2021, our China retail marketplaces had 939 million mobile MAUs, representing a quarterly net increase of 14 million. We continue to increase penetration in less-developed areas, reflecting our success in broadening product offerings to meet diverse consumer demand.</p><p><blockquote>2021年6月,我们的中国零售市场拥有9.39亿移动月活跃用户数,季度净增1400万。我们继续提高在欠发达地区的渗透率,反映我们在扩大产品供应以满足多样化消费者需求方面取得的成功。</blockquote></p><p> “Alibaba started the new fiscal year by delivering a healthy quarter. For the June quarter, global annual active consumers across the Alibaba Ecosystem reached 1.18 billion, an increase of 45 million from the March quarter, which includes 912 million consumers in China. Over more than twenty years of growth, we have developed a company that spans across both consumer and industrial Internet, with multiple engines driving our long-term growth,” said Daniel Zhang, Chairman and Chief Executive Officer of Alibaba Group. “We believe in the growth of the Chinese economy and long-term value creation of Alibaba, and we will continue to strengthen our technology advantage in improving the consumer experience and helping our enterprise customers to accomplish successful digital transformations.”</p><p><blockquote>张勇集团董事长兼首席执行官阿里巴巴-SW表示:“阿里巴巴-SW以健康的季度开局新财年。在6月季度,阿里巴巴-SW生态系统的全球年度活跃消费者达到11.8亿,比3月季度增加了4500万,其中包括9.12亿中国消费者。经过二十多年的增长,我们已经发展出一家横跨消费互联网和工业互联网的公司,多个引擎推动我们的长期增长。”“我们相信中国经济的增长和阿里巴巴-SW的长期价值创造,我们将继续加强我们在改善消费者体验和帮助企业客户成功完成数字化转型方面的技术优势。”</blockquote></p><p> “We delivered strong revenue growth of 34% year-over-year. As we said in last quarter's results announcement, we are investing our excess profits and additional capital to support our merchants and invest in strategic areas to better serve customers and penetrate into new addressable markets,” said Maggie Wu, Chief Financial Officer of Alibaba Group. “We are increasing our share repurchase program from US$10 billion to US$15 billion, the largest share repurchase program in the Company’s history, because we are confident of our long-term growth prospects. Our net cash position remains strong and we have repurchased approximately US$3.7 billion of our ADSs since April 1, 2021.”</p><p><blockquote>“我们实现了34%的强劲收入增长。正如我们在上季度业绩公告中所说,我们正在投资超额利润和额外资本来支持我们的商家,并投资于战略领域,以更好地服务客户并渗透到新的潜在市场,”阿里巴巴-SW集团首席财务官Maggie Wu表示。“我们正在将股票回购计划从100亿美元增加到150亿美元,这是公司历史上最大的股票回购计划,因为我们对我们的长期增长前景充满信心。我们的净现金状况仍然强劲,自2021年4月1日以来,我们已经回购了约37亿美元的ADS。”</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>Alibaba EPS beats by RMB2.27, misses on revenue<blockquote>阿里巴巴-SW每股收益超过预期人民币2.27元、营收不及预期</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\">\nAlibaba EPS beats by RMB2.27, misses on revenue<blockquote>阿里巴巴-SW每股收益超过预期人民币2.27元、营收不及预期</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\">2021-08-03 18:57</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(August 3) <a href=\"https://laohu8.com/S/BABA\">Alibaba</a> posted financial result in premarket, which showed that:</p><p><blockquote>(8月3日)<a href=\"https://laohu8.com/S/BABA\">阿里巴巴-SW</a>盘前公布的财务业绩显示:</blockquote></p><p> Alibaba Q1 revenue RMB205.74 bln vs. RMB153.75 bln a year ago; FactSet consensus RMB209.11 bln.</p><p><blockquote>阿里巴巴-SW第一季度营收为人民币2057.4亿元,去年同期为人民币1537.5亿元;FactSet共识为人民币2091.1亿元。</blockquote></p><p> Alibaba Q1 adj. EPS RMB16.60 vs. RMB14.82 a year ago; FactSet consensus RMB14.33.</p><p><blockquote>阿里巴巴-SW第一季度调整后。每股收益为人民币16.60元,去年同期为人民币14.82元;FactSet共识人民币14.33元。</blockquote></p><p> <b>BUSINESS HIGHLIGHTS</b></p><p><blockquote><b>业务亮点</b></blockquote></p><p> <b>In the quarter ended June 30, 2021:</b></p><p><blockquote><b>截至2021年6月30日的季度:</b></blockquote></p><p> <ul> <li><b>Revenue</b> was RMB205,740 million (US$31,865 million), an increase of 34% year-over-year. Excluding the consolidation of Sun Art, our revenue would have grown 22% year-over-year to RMB187,306 million (US$29,010 million).</li> <li><b>Annual active consumers</b>of the Alibaba Ecosystem across the world reached approximately 1.18 billion for the twelve months ended June 30, 2021, an increase of 45 million from the twelve months ended March 31, 2021. This includes 912 million consumers in China1and 265 million consumers overseas served by Lazada, AliExpress, Trendyol and Daraz.</li> <li><b>Income from operations</b> was RMB30,847 million (US$4,778 million), a decrease of 11% year-over-year.<b>Adjusted EBITDA</b>, a non-GAAP measurement, decreased 5% year-over-year to RMB48,628 million (US$7,532 million).<b>Adjusted EBITA</b>, a non-GAAP measurement, decreased 8% year-over-year to RMB41,731 million (US$6,463 million). The year-over-year decreases were primarily due to our investments in strategic areas to capture incremental opportunities, such as Community Marketplaces, Taobao Deals, Local Consumer Services and Lazada, as well as our increased spending on growth initiatives within China retail marketplaces, such as Idle Fish and Taobao Live, and our support to merchants.</li> <li><b>Net income attributable to ordinary shareholders</b> was RMB45,141 million (US$6,991 million),and<b>net income</b>was RMB42,835 million (US$6,634 million).<b>Non-GAAP net income</b> was RMB43,441 million (US$6,728 million), an increase of 10% year-over-year, mainly due to an increase in share of profit of equity method investees.</li> <li><b>Diluted earnings per ADS</b> was RMB16.38 (US$2.54) and<b>diluted earnings per share</b>was RMB2.05 (US$0.32 or HK$2.46).<b>Non-GAAP diluted earnings per ADS</b>was RMB16.60 (US$2.57), an increase of 12% year-over-year and<b>non-GAAP diluted earnings per share</b>was RMB2.08 (US$0.32 or HK$2.50), an increase of 12% year-over-year.</li> <li><b>Net cashprovided by operating activities</b> was RMB33,603 million (US$5,204 million).<b>Non-GAAP free cash flow</b>was RMB20,683 million (US$3,203 million), a decrease compared to RMB36,570 million in the same quarter of 2020, mainly due to the partial settlement in the amount of RMB9,114 million (US$1,412 million) of the RMB18,228 million fine levied earlier this year by China’s State Administration for Market Regulation pursuant to China’s Anti-monopoly Law (the “Anti-monopoly Fine”) and a decrease in profit as a result of our investments in key strategic areas.</li> </ul> <img src=\"https://static.tigerbbs.com/11aa08a1ccb4f80e6867c7e7631297c8\" tg-width=\"719\" tg-height=\"863\" referrerpolicy=\"no-referrer\"></p><p><blockquote><ul><li><b>收入</b>为人民币2,057.40百万元(318.65亿美元),同比增长34%。如果不包括合并高鑫,我们的收入将同比增长22%至人民币1,873.06亿元(290.1亿美元)。</li><li><b>年度活跃消费者</b>截至2021年6月30日止十二个月,全球阿里巴巴-SW生态系统的总用户数达到约11.8亿,较截至2021年3月31日止十二个月增加4500万。这包括Lazada、全球速卖通、Trendyol和Daraz服务的中国9.12亿消费者1和海外2.65亿消费者。</li><li><b>营业收入</b>为人民币308.47亿元(47.78亿美元),同比下降11%。<b>调整后EBITDA</b>根据非公认会计准则衡量,同比下降5%至人民币486.28亿元(75.32亿美元)。<b>调整后EBITA</b>根据非公认会计准则衡量,同比下降8%至人民币417.31亿元(64.63亿美元)。同比下降主要是由于我们在战略领域的投资以捕捉增量机会,例如社区市场、淘宝交易、本地消费者服务和Lazada,以及我们在中国零售市场增长计划上的支出增加,例如闲鱼和淘宝直播,以及我们对商家的支持。</li><li><b>归属于普通股股东的净利润</b>为人民币451.41亿元(69.91亿美元),及<b>净收入</b>为人民币428.35亿元(66.34亿美元)。<b>非公认会计准则净利润</b>为人民币434.41亿元(67.28亿美元),同比增长10%,主要是由于权益法被投资方利润份额增加。</li><li><b>每股美国存托凭证摊薄收益</b>为人民币16.38元(2.54美元)<b>每股摊薄盈利</b>为人民币2.05元(0.32美元或2.46港元)。<b>非公认会计准则每股美国存托凭证摊薄收益</b>为人民币16.60元(2.57美元),同比增长12%<b>非公认会计准则稀释每股收益</b>为人民币2.08元(0.32美元或2.50港元),同比增长12%。</li><li><b>经营活动提供的现金净额</b>为人民币336.03亿元(52.04亿美元)。<b>非公认会计准则自由现金流</b>为人民币206.83亿元(32.03亿美元),较2020年同季度的人民币365.70亿元有所下降,主要是由于部分结清了今年早些时候中国国家市场监督管理总局根据中国反垄断法征收的人民币182.28亿元罚款(“反垄断法罚款”)中的人民币91.14亿元(14.12亿美元)以及我们在关键战略领域的投资导致利润减少。</li></ul></blockquote></p><p> <b>China Retail Marketplaces</b></p><p><blockquote><b>中国零售市场</b></blockquote></p><p> In June 2021, Alibaba's China retail marketplaces had 939 million mobile MAUs, representing a quarterly net increase of 14 million.</p><p><blockquote>2021年6月,阿里巴巴-SW中国零售市场的移动月活跃用户数为9.39亿,季度净增1400万。</blockquote></p><p> <b>Cloud Computing</b></p><p><blockquote><b>云计算</b></blockquote></p><p> In the June 2021 quarter, our cloud computing revenue grew 29% year-over-year to RMB16,051 million (US$2,486 million), primarily driven by robust growth in revenue from customers in the Internet, financial services and retail industries.</p><p><blockquote>2021年6月季度,我们的云计算收入同比增长29%至人民币160.51亿元(24.86亿美元),主要得益于互联网、金融服务和零售行业客户收入的强劲增长。</blockquote></p><p> <b>Cash Flow from Operating Activities and Free Cash Flow</b></p><p><blockquote><b>经营活动产生的现金流量和自由现金流量</b></blockquote></p><p> In the quarter ended June 30, 2021, net cash provided by operating activities was RMB33,603 million (US$5,204 million), a decrease compared to RMB50,099 million in the same quarter of 2020. Free cash flow, a non-GAAP measurement of liquidity, decreased to RMB20,683 million (US$3,203 million), from RMB36,570 million in the same quarter of 2020. The year-over-year decreases were mainly due to the partial settlement in the amount of RMB9,114 million (US$1,412 million) of the RMB18,228 million Anti-monopoly Fine and a decrease in profit as a result of our investments in key strategic areas. A reconciliation of net cash provided by operating activities to free cash flow is included at the end of this results announcement.</p><p><blockquote>截至2021年6月30日的季度,经营活动提供的净现金为人民币336.03亿元(52.04亿美元),较2020年同季度的人民币500.99亿元有所下降。自由现金流(衡量流动性的非公认会计准则衡量标准)从2020年同季度的人民币365.7亿元下降至人民币206.83亿元(32.03亿美元)。同比下降主要是由于部分和解了人民币182.28亿元的反垄断罚款中的人民币91.14亿元(14.12亿美元),以及我们在关键战略领域的投资导致利润减少。经营活动提供的净现金与自由现金流的调节表包含在本业绩公告的末尾。</blockquote></p><p> <b>Increasing Share Repurchases</b></p><p><blockquote><b>增加股票回购</b></blockquote></p><p> Since April 1, 2021 and through the publication of this results announcement, we repurchased approximately 18.1 million of our ADSs (the equivalent of approximately 144.5 million of our ordinary shares) for approximately US$3,680 million under our share repurchase program. In addition, on August 2, 2021, our board of directors authorized the Company to upsize our Company's share repurchase program from US$10 billion to US$15 billion. This share repurchase program will be effective through the end of 2022.</p><p><blockquote>自2021年4月1日起及透过刊发本业绩公告,我们根据股份回购计划以约36.8亿美元回购约18.1百万股美国存讬股(相当于约144.5百万股普通股)。此外,2021年8月2日,我们的董事会授权公司将我们公司的股票回购计划规模从100亿美元扩大到150亿美元。该股票回购计划将于2022年底生效。</blockquote></p><p></p><p> <img src=\"https://static.tigerbbs.com/58bf53593de78f5f6e4fa1096d7aae94\" tg-width=\"757\" tg-height=\"793\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> We are increasing our share repurchase program from US$10 billion to US$15 billion, the largest share repurchase program in the Company’s history, because we are confident of our long-term growth prospects. Our net cash position remains strong and we have repurchased approximately US$3.7 billion of our ADSs since April 1, 2021.”</p><p><blockquote>我们正在将股票回购计划从100亿美元增加到150亿美元,这是公司历史上最大的股票回购计划,因为我们对我们的长期增长前景充满信心。我们的净现金状况仍然强劲,自2021年4月1日以来,我们已回购了约37亿美元的ADS。”</blockquote></p><p> In June 2021, our China retail marketplaces had 939 million mobile MAUs, representing a quarterly net increase of 14 million. We continue to increase penetration in less-developed areas, reflecting our success in broadening product offerings to meet diverse consumer demand.</p><p><blockquote>2021年6月,我们的中国零售市场拥有9.39亿移动月活跃用户数,季度净增1400万。我们继续提高在欠发达地区的渗透率,反映我们在扩大产品供应以满足多样化消费者需求方面取得的成功。</blockquote></p><p> “Alibaba started the new fiscal year by delivering a healthy quarter. For the June quarter, global annual active consumers across the Alibaba Ecosystem reached 1.18 billion, an increase of 45 million from the March quarter, which includes 912 million consumers in China. Over more than twenty years of growth, we have developed a company that spans across both consumer and industrial Internet, with multiple engines driving our long-term growth,” said Daniel Zhang, Chairman and Chief Executive Officer of Alibaba Group. “We believe in the growth of the Chinese economy and long-term value creation of Alibaba, and we will continue to strengthen our technology advantage in improving the consumer experience and helping our enterprise customers to accomplish successful digital transformations.”</p><p><blockquote>张勇集团董事长兼首席执行官阿里巴巴-SW表示:“阿里巴巴-SW以健康的季度开局新财年。在6月季度,阿里巴巴-SW生态系统的全球年度活跃消费者达到11.8亿,比3月季度增加了4500万,其中包括9.12亿中国消费者。经过二十多年的增长,我们已经发展出一家横跨消费互联网和工业互联网的公司,多个引擎推动我们的长期增长。”“我们相信中国经济的增长和阿里巴巴-SW的长期价值创造,我们将继续加强我们在改善消费者体验和帮助企业客户成功完成数字化转型方面的技术优势。”</blockquote></p><p> “We delivered strong revenue growth of 34% year-over-year. As we said in last quarter's results announcement, we are investing our excess profits and additional capital to support our merchants and invest in strategic areas to better serve customers and penetrate into new addressable markets,” said Maggie Wu, Chief Financial Officer of Alibaba Group. “We are increasing our share repurchase program from US$10 billion to US$15 billion, the largest share repurchase program in the Company’s history, because we are confident of our long-term growth prospects. Our net cash position remains strong and we have repurchased approximately US$3.7 billion of our ADSs since April 1, 2021.”</p><p><blockquote>“我们实现了34%的强劲收入增长。正如我们在上季度业绩公告中所说,我们正在投资超额利润和额外资本来支持我们的商家,并投资于战略领域,以更好地服务客户并渗透到新的潜在市场,”阿里巴巴-SW集团首席财务官Maggie Wu表示。“我们正在将股票回购计划从100亿美元增加到150亿美元,这是公司历史上最大的股票回购计划,因为我们对我们的长期增长前景充满信心。我们的净现金状况仍然强劲,自2021年4月1日以来,我们已经回购了约37亿美元的ADS。”</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169635195","content_text":"(August 3) Alibaba posted financial result in premarket, which showed that:\nAlibaba Q1 revenue RMB205.74 bln vs. RMB153.75 bln a year ago; FactSet consensus RMB209.11 bln.\nAlibaba Q1 adj. EPS RMB16.60 vs. RMB14.82 a year ago; FactSet consensus RMB14.33.\nBUSINESS HIGHLIGHTS\nIn the quarter ended June 30, 2021:\n\nRevenue was RMB205,740 million (US$31,865 million), an increase of 34% year-over-year. Excluding the consolidation of Sun Art, our revenue would have grown 22% year-over-year to RMB187,306 million (US$29,010 million).\nAnnual active consumersof the Alibaba Ecosystem across the world reached approximately 1.18 billion for the twelve months ended June 30, 2021, an increase of 45 million from the twelve months ended March 31, 2021. This includes 912 million consumers in China1and 265 million consumers overseas served by Lazada, AliExpress, Trendyol and Daraz.\nIncome from operations was RMB30,847 million (US$4,778 million), a decrease of 11% year-over-year.Adjusted EBITDA, a non-GAAP measurement, decreased 5% year-over-year to RMB48,628 million (US$7,532 million).Adjusted EBITA, a non-GAAP measurement, decreased 8% year-over-year to RMB41,731 million (US$6,463 million). The year-over-year decreases were primarily due to our investments in strategic areas to capture incremental opportunities, such as Community Marketplaces, Taobao Deals, Local Consumer Services and Lazada, as well as our increased spending on growth initiatives within China retail marketplaces, such as Idle Fish and Taobao Live, and our support to merchants.\nNet income attributable to ordinary shareholders was RMB45,141 million (US$6,991 million),andnet incomewas RMB42,835 million (US$6,634 million).Non-GAAP net income was RMB43,441 million (US$6,728 million), an increase of 10% year-over-year, mainly due to an increase in share of profit of equity method investees.\nDiluted earnings per ADS was RMB16.38 (US$2.54) anddiluted earnings per sharewas RMB2.05 (US$0.32 or HK$2.46).Non-GAAP diluted earnings per ADSwas RMB16.60 (US$2.57), an increase of 12% year-over-year andnon-GAAP diluted earnings per sharewas RMB2.08 (US$0.32 or HK$2.50), an increase of 12% year-over-year.\nNet cashprovided by operating activities was RMB33,603 million (US$5,204 million).Non-GAAP free cash flowwas RMB20,683 million (US$3,203 million), a decrease compared to RMB36,570 million in the same quarter of 2020, mainly due to the partial settlement in the amount of RMB9,114 million (US$1,412 million) of the RMB18,228 million fine levied earlier this year by China’s State Administration for Market Regulation pursuant to China’s Anti-monopoly Law (the “Anti-monopoly Fine”) and a decrease in profit as a result of our investments in key strategic areas.\n\n\nChina Retail Marketplaces\nIn June 2021, Alibaba's China retail marketplaces had 939 million mobile MAUs, representing a quarterly net increase of 14 million.\nCloud Computing\nIn the June 2021 quarter, our cloud computing revenue grew 29% year-over-year to RMB16,051 million (US$2,486 million), primarily driven by robust growth in revenue from customers in the Internet, financial services and retail industries.\nCash Flow from Operating Activities and Free Cash Flow\nIn the quarter ended June 30, 2021, net cash provided by operating activities was RMB33,603 million (US$5,204 million), a decrease compared to RMB50,099 million in the same quarter of 2020. Free cash flow, a non-GAAP measurement of liquidity, decreased to RMB20,683 million (US$3,203 million), from RMB36,570 million in the same quarter of 2020. The year-over-year decreases were mainly due to the partial settlement in the amount of RMB9,114 million (US$1,412 million) of the RMB18,228 million Anti-monopoly Fine and a decrease in profit as a result of our investments in key strategic areas. A reconciliation of net cash provided by operating activities to free cash flow is included at the end of this results announcement.\nIncreasing Share Repurchases\nSince April 1, 2021 and through the publication of this results announcement, we repurchased approximately 18.1 million of our ADSs (the equivalent of approximately 144.5 million of our ordinary shares) for approximately US$3,680 million under our share repurchase program. In addition, on August 2, 2021, our board of directors authorized the Company to upsize our Company's share repurchase program from US$10 billion to US$15 billion. This share repurchase program will be effective through the end of 2022.\n\nWe are increasing our share repurchase program from US$10 billion to US$15 billion, the largest share repurchase program in the Company’s history, because we are confident of our long-term growth prospects. Our net cash position remains strong and we have repurchased approximately US$3.7 billion of our ADSs since April 1, 2021.”\nIn June 2021, our China retail marketplaces had 939 million mobile MAUs, representing a quarterly net increase of 14 million. We continue to increase penetration in less-developed areas, reflecting our success in broadening product offerings to meet diverse consumer demand.\n“Alibaba started the new fiscal year by delivering a healthy quarter. For the June quarter, global annual active consumers across the Alibaba Ecosystem reached 1.18 billion, an increase of 45 million from the March quarter, which includes 912 million consumers in China. Over more than twenty years of growth, we have developed a company that spans across both consumer and industrial Internet, with multiple engines driving our long-term growth,” said Daniel Zhang, Chairman and Chief Executive Officer of Alibaba Group. “We believe in the growth of the Chinese economy and long-term value creation of Alibaba, and we will continue to strengthen our technology advantage in improving the consumer experience and helping our enterprise customers to accomplish successful digital transformations.”\n“We delivered strong revenue growth of 34% year-over-year. As we said in last quarter's results announcement, we are investing our excess profits and additional capital to support our merchants and invest in strategic areas to better serve customers and penetrate into new addressable markets,” said Maggie Wu, Chief Financial Officer of Alibaba Group. “We are increasing our share repurchase program from US$10 billion to US$15 billion, the largest share repurchase program in the Company’s history, because we are confident of our long-term growth prospects. Our net cash position remains strong and we have repurchased approximately US$3.7 billion of our ADSs since April 1, 2021.”","news_type":1,"symbols_score_info":{"09988":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":1433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804052490,"gmtCreate":1627913472410,"gmtModify":1631888568810,"author":{"id":"3583713903095207","authorId":"3583713903095207","name":"Dny","avatar":"https://static.tigerbbs.com/df94541de0876a6ec7f52cfea841f652","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583713903095207","idStr":"3583713903095207"},"themes":[],"htmlText":"[Cool] [Cool] ","listText":"[Cool] [Cool] ","text":"[Cool] [Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804052490","repostId":"1172320411","repostType":4,"isVote":1,"tweetType":1,"viewCount":2297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805742825,"gmtCreate":1627909857667,"gmtModify":1631888568818,"author":{"id":"3583713903095207","authorId":"3583713903095207","name":"Dny","avatar":"https://static.tigerbbs.com/df94541de0876a6ec7f52cfea841f652","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583713903095207","idStr":"3583713903095207"},"themes":[],"htmlText":"Love it","listText":"Love it","text":"Love it","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/805742825","repostId":"1139536467","repostType":2,"isVote":1,"tweetType":1,"viewCount":2960,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805746323,"gmtCreate":1627909795062,"gmtModify":1631888568828,"author":{"id":"3583713903095207","authorId":"3583713903095207","name":"Dny","avatar":"https://static.tigerbbs.com/df94541de0876a6ec7f52cfea841f652","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583713903095207","idStr":"3583713903095207"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/805746323","repostId":"1121310583","repostType":2,"isVote":1,"tweetType":1,"viewCount":2614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809637369,"gmtCreate":1627364510051,"gmtModify":1631888568833,"author":{"id":"3583713903095207","authorId":"3583713903095207","name":"Dny","avatar":"https://static.tigerbbs.com/df94541de0876a6ec7f52cfea841f652","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583713903095207","idStr":"3583713903095207"},"themes":[],"htmlText":"Coffeeeeeeee","listText":"Coffeeeeeeee","text":"Coffeeeeeeee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/809637369","repostId":"2154226998","repostType":2,"repost":{"id":"2154226998","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"T-Reuters","id":"1086160438","head_image":"https://static.tigerbbs.com/a113a995fbbc262262d15a5ce37e7bc5"},"pubTimestamp":1627353584,"share":"https://www.laohu8.com/m/news/2154226998?lang=zh_CN&edition=full","pubTime":"2021-07-27 10:39","market":"us","language":"en","title":"Starbucks Transitions Retail Business In South Korea To E-Mart And GIC<blockquote>星巴克将韩国零售业务转移至易买得和GIC</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2154226998","media":"T-Reuters","summary":"Starbucks Corp :Starbucks Transitions Retail Business In South Korea To E-Mart And Gic.Founding Part","content":"<p><html><body>Starbucks Corp <sbux.o>:Starbucks Transitions Retail Business In South Korea To E-Mart And Gic.Founding Partner E-Mart Will Continue Operations And Growth Of Starbucks Coffee Korea.Agreed To Sell Its 50% Ownership Share Of Starbucks Coffee Korea Co., Ltd.Starbucks - Jv Partner E-Mart Inc. To Acquire Additional 17.5% Interest In Starbucks Coffee Korea Co., Ltd.Starbucks - Acquisition To Give E-Mart 67.5% Ownership Of Starbucks Operations In South Korea.Starbucks - Singapore’S Sovereign Wealth Fund Gic Will Take A 32.5% Ownership Stake In Starbucks Coffee Korea Co., Ltd.Starbucks-Agreed To Sell Remaining Ownership Share Of Starbucks Coffee Korea Co To Affiliate Of Gic Private Limited, Singapore’S Sovereign Wealth Fund.Starbucks - Completion Of The Business Transition Is Expected Over The Next 90 Days.</sbux.o></p><p><blockquote><html><body>星巴克公司<sbux.o>:星巴克将韩国零售业务移交给E-Mart和Gic。创始合作伙伴E-Mart将继续星巴克咖啡韩国公司的运营和增长。同意出售其在星巴克咖啡韩国有限公司50%的股权。星巴克-合资伙伴E-Mart Inc.将额外收购星巴克咖啡韩国有限公司17.5%的股权。星巴克-新加坡主权财富基金Gic将收购星巴克咖啡韩国有限公司32.5%的股权。星巴克-同意将星巴克咖啡韩国公司剩余的股权出售给新加坡主权财富基金Gic Private Limited的附属公司。星巴克-业务过渡预计将在未来90天内完成。</sbux.o></body></html></blockquote></p><p></body></html></p><p><blockquote></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>Starbucks Transitions Retail Business In South Korea To E-Mart And GIC<blockquote>星巴克将韩国零售业务转移至易买得和GIC</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\">\nStarbucks Transitions Retail Business In South Korea To E-Mart And GIC<blockquote>星巴克将韩国零售业务转移至易买得和GIC</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086160438\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a113a995fbbc262262d15a5ce37e7bc5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">T-Reuters </p>\n<p class=\"h-time smaller\">2021-07-27 10:39</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><body>Starbucks Corp <sbux.o>:Starbucks Transitions Retail Business In South Korea To E-Mart And Gic.Founding Partner E-Mart Will Continue Operations And Growth Of Starbucks Coffee Korea.Agreed To Sell Its 50% Ownership Share Of Starbucks Coffee Korea Co., Ltd.Starbucks - Jv Partner E-Mart Inc. To Acquire Additional 17.5% Interest In Starbucks Coffee Korea Co., Ltd.Starbucks - Acquisition To Give E-Mart 67.5% Ownership Of Starbucks Operations In South Korea.Starbucks - Singapore’S Sovereign Wealth Fund Gic Will Take A 32.5% Ownership Stake In Starbucks Coffee Korea Co., Ltd.Starbucks-Agreed To Sell Remaining Ownership Share Of Starbucks Coffee Korea Co To Affiliate Of Gic Private Limited, Singapore’S Sovereign Wealth Fund.Starbucks - Completion Of The Business Transition Is Expected Over The Next 90 Days.</sbux.o></p><p><blockquote><html><body>星巴克公司<sbux.o>:星巴克将韩国零售业务移交给E-Mart和Gic。创始合作伙伴E-Mart将继续星巴克咖啡韩国公司的运营和增长。同意出售其在星巴克咖啡韩国有限公司50%的股权。星巴克-合资伙伴E-Mart Inc.将额外收购星巴克咖啡韩国有限公司17.5%的股权。星巴克-新加坡主权财富基金Gic将收购星巴克咖啡韩国有限公司32.5%的股权。星巴克-同意将星巴克咖啡韩国公司剩余的股权出售给新加坡主权财富基金Gic Private Limited的附属公司。星巴克-业务过渡预计将在未来90天内完成。</sbux.o></body></html></blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SBUX":"星巴克"},"source_url":"https://www.trkd.thomsonreuters.com","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154226998","content_text":"Starbucks Corp :Starbucks Transitions Retail Business In South Korea To E-Mart And Gic.Founding Partner E-Mart Will Continue Operations And Growth Of Starbucks Coffee Korea.Agreed To Sell Its 50% Ownership Share Of Starbucks Coffee Korea Co., Ltd.Starbucks - Jv Partner E-Mart Inc. To Acquire Additional 17.5% Interest In Starbucks Coffee Korea Co., Ltd.Starbucks - Acquisition To Give E-Mart 67.5% Ownership Of Starbucks Operations In South Korea.Starbucks - Singapore’S Sovereign Wealth Fund Gic Will Take A 32.5% Ownership Stake In Starbucks Coffee Korea Co., Ltd.Starbucks-Agreed To Sell Remaining Ownership Share Of Starbucks Coffee Korea Co To Affiliate Of Gic Private Limited, Singapore’S Sovereign Wealth Fund.Starbucks - Completion Of The Business Transition Is Expected Over The Next 90 Days.","news_type":1,"symbols_score_info":{"SBUX":1}},"isVote":1,"tweetType":1,"viewCount":1069,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800592035,"gmtCreate":1627307628127,"gmtModify":1631888568843,"author":{"id":"3583713903095207","authorId":"3583713903095207","name":"Dny","avatar":"https://static.tigerbbs.com/df94541de0876a6ec7f52cfea841f652","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583713903095207","idStr":"3583713903095207"},"themes":[],"htmlText":"wow~~~[哇塞]","listText":"wow~~~[哇塞]","text":"wow~~~[哇塞]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800592035","repostId":"1144558005","repostType":4,"repost":{"id":"1144558005","kind":"news","pubTimestamp":1627304910,"share":"https://www.laohu8.com/m/news/1144558005?lang=zh_CN&edition=full","pubTime":"2021-07-26 21:08","market":"fut","language":"en","title":"Amazon’s Cryptocurrency Plan Could Be a Game Changer<blockquote>亚马逊的加密货币计划可能会改变游戏规则</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1144558005","media":"Barrons","summary":"Bitcoin and other cryptocurrencies have fallen on hard times recently, but the sector may have found","content":"<p>Bitcoin and other cryptocurrencies have fallen on hard times recently, but the sector may have found its hero in the form of Amazon.</p><p><blockquote>比特币和其他加密货币最近陷入困境,但该行业可能已经找到了亚马逊的英雄。</blockquote></p><p> The company’s job vacancy advertising for a “digital currency and blockchain product lead” has sparked rampant speculation over what the tech giant might have planned. The new position will be part of the team responsible for how Amazon’s customers pay on its platforms.</p><p><blockquote>该公司“数字货币和区块链产品负责人”的职位空缺广告引发了人们对这家科技巨头可能计划的广泛猜测。新职位将成为负责亚马逊客户如何在其平台上支付的团队的一员。</blockquote></p><p> The possibility of Amazon accepting cryptocurrency payments—by the end of the year,according to some reports—saw Bitcoin surge to six-week highs just below $40,000. There’s even the suggestion the internet behemoth could be developing its own coin and may also accept alternatives such as Ethereum.</p><p><blockquote>根据一些报道,亚马逊接受加密货币支付的可能性——到今年年底——导致比特币飙升至略低于4万美元的六周高点。甚至有迹象表明,这家互联网巨头可能正在开发自己的代币,也可能接受以太币等替代品。</blockquote></p><p> Cryptocurrencies face a fight over their role in society, their use, and ultimately their value. Acceptance by a company as big as Amazon will only help their case. It’s a bold move from Amazon, and how the company deals with the famed volatility of cryptocurrencies will be fascinating to see.</p><p><blockquote>加密货币面临着一场关于其在社会中的角色、用途以及最终价值的斗争。被亚马逊这样大的公司接受只会有助于他们的案子。这是亚马逊的一个大胆举措,该公司如何应对著名的加密货币波动性将令人着迷。</blockquote></p><p> Investors may not need to wait long for answers. Amazon reports earnings on Thursday and executives will surely face a volley of questions on the matter.</p><p><blockquote>投资者可能不需要等待太久就能得到答案。亚马逊将于周四公布财报,高管们肯定会就此问题面临一系列问题。</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>Amazon’s Cryptocurrency Plan Could Be a Game Changer<blockquote>亚马逊的加密货币计划可能会改变游戏规则</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon’s Cryptocurrency Plan Could Be a Game Changer<blockquote>亚马逊的加密货币计划可能会改变游戏规则</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-07-26 21:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Bitcoin and other cryptocurrencies have fallen on hard times recently, but the sector may have found its hero in the form of Amazon.</p><p><blockquote>比特币和其他加密货币最近陷入困境,但该行业可能已经找到了亚马逊的英雄。</blockquote></p><p> The company’s job vacancy advertising for a “digital currency and blockchain product lead” has sparked rampant speculation over what the tech giant might have planned. The new position will be part of the team responsible for how Amazon’s customers pay on its platforms.</p><p><blockquote>该公司“数字货币和区块链产品负责人”的职位空缺广告引发了人们对这家科技巨头可能计划的广泛猜测。新职位将成为负责亚马逊客户如何在其平台上支付的团队的一员。</blockquote></p><p> The possibility of Amazon accepting cryptocurrency payments—by the end of the year,according to some reports—saw Bitcoin surge to six-week highs just below $40,000. There’s even the suggestion the internet behemoth could be developing its own coin and may also accept alternatives such as Ethereum.</p><p><blockquote>根据一些报道,亚马逊接受加密货币支付的可能性——到今年年底——导致比特币飙升至略低于4万美元的六周高点。甚至有迹象表明,这家互联网巨头可能正在开发自己的代币,也可能接受以太币等替代品。</blockquote></p><p> Cryptocurrencies face a fight over their role in society, their use, and ultimately their value. Acceptance by a company as big as Amazon will only help their case. It’s a bold move from Amazon, and how the company deals with the famed volatility of cryptocurrencies will be fascinating to see.</p><p><blockquote>加密货币面临着一场关于其在社会中的角色、用途以及最终价值的斗争。被亚马逊这样大的公司接受只会有助于他们的案子。这是亚马逊的一个大胆举措,该公司如何应对著名的加密货币波动性将令人着迷。</blockquote></p><p> Investors may not need to wait long for answers. Amazon reports earnings on Thursday and executives will surely face a volley of questions on the matter.</p><p><blockquote>投资者可能不需要等待太久就能得到答案。亚马逊将于周四公布财报,高管们肯定会就此问题面临一系列问题。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/things-to-know-today-51627294089?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":{"GBTC":"比特币ETF-Grayscale","AMZN":"亚马逊"},"source_url":"https://www.barrons.com/articles/things-to-know-today-51627294089?mod=hp_LEAD_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144558005","content_text":"Bitcoin and other cryptocurrencies have fallen on hard times recently, but the sector may have found its hero in the form of Amazon.\nThe company’s job vacancy advertising for a “digital currency and blockchain product lead” has sparked rampant speculation over what the tech giant might have planned. The new position will be part of the team responsible for how Amazon’s customers pay on its platforms.\nThe possibility of Amazon accepting cryptocurrency payments—by the end of the year,according to some reports—saw Bitcoin surge to six-week highs just below $40,000. There’s even the suggestion the internet behemoth could be developing its own coin and may also accept alternatives such as Ethereum.\nCryptocurrencies face a fight over their role in society, their use, and ultimately their value. Acceptance by a company as big as Amazon will only help their case. It’s a bold move from Amazon, and how the company deals with the famed volatility of cryptocurrencies will be fascinating to see.\nInvestors may not need to wait long for answers. Amazon reports earnings on Thursday and executives will surely face a volley of questions on the matter.","news_type":1,"symbols_score_info":{"XBTmain":0.9,"GBTC":0.9,"BTCmain":0.9,"MBTmain":0.9,"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":2784,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":178898641,"gmtCreate":1626795422883,"gmtModify":1631891549471,"author":{"id":"3583713903095207","authorId":"3583713903095207","name":"Dny","avatar":"https://static.tigerbbs.com/df94541de0876a6ec7f52cfea841f652","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583713903095207","idStr":"3583713903095207"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/178898641","repostId":"2152657163","repostType":4,"isVote":1,"tweetType":1,"viewCount":428,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171962131,"gmtCreate":1626702954623,"gmtModify":1631891549474,"author":{"id":"3583713903095207","authorId":"3583713903095207","name":"Dny","avatar":"https://static.tigerbbs.com/df94541de0876a6ec7f52cfea841f652","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583713903095207","idStr":"3583713903095207"},"themes":[],"htmlText":"Fools….again 😡","listText":"Fools….again 😡","text":"Fools….again 😡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/171962131","repostId":"1143265655","repostType":4,"repost":{"id":"1143265655","kind":"news","pubTimestamp":1626702580,"share":"https://www.laohu8.com/m/news/1143265655?lang=zh_CN&edition=full","pubTime":"2021-07-19 21:49","market":"us","language":"en","title":"AMC fell nearly 9% in morning trading<blockquote>AMC早盘跌近9%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1143265655","media":"Motley Fool","summary":"(July 19) AMC fell nearly 9% in morning trading. Is There Any Hope Left for AMC Entertainment Stock?","content":"<p>(July 19) AMC fell nearly 9% in morning trading. Is There Any Hope Left for AMC Entertainment Stock?</p><p><blockquote>(7月19日)AMC早盘跌近9%AMC院线股票还有希望吗?</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c568be01ed9cf916d7a574a56c1e7402\" tg-width=\"642\" tg-height=\"460\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The company's short squeeze is rapidly losing momentum. <b>Key Points</b></p><p><blockquote>该公司的空头挤压正在迅速失去动力。<b>要点</b></blockquote></p><p> <ul> <li>AMC may not have enough cash to fund research and development efforts to compete with movie-streaming services.</li> <li>The spread of more contagious variants of the coronavirus could thwart theater traffic and offset rising demand from movie backlogs.</li> </ul> </p><p><blockquote><ul><li>AMC可能没有足够的现金来资助研发工作以与电影流媒体服务竞争。</li><li>传染性更强的冠状病毒变种的传播可能会阻碍影院客流量,并抵消电影积压带来的需求增长。</li></ul></blockquote></p><p> The traders of Reddit's Wall Street Bets community shocked the investment world this year by bidding up<b>AMC Entertainment</b>(NYSE:AMC), sending shares higher by nearly 3,000% at one point. However, at Friday's prices, the stock was down more than 40% from its June highs.</p><p><blockquote>Reddit华尔街投注社区的交易员今年的出价震惊了投资界<b>AMC院线</b>(纽约证券交易所股票代码:AMC),股价一度上涨近3,000%。然而,以周五的价格计算,该股较6月份的高点下跌了40%以上。</blockquote></p><p> Many traders held a \"buy first, ask questions later\" mentality when opening up a stake. But now, the time for questions has come.Can AMC deliversustained growthover the long term?</p><p><blockquote>许多交易者在建仓时抱着“先买入,后提问”的心态。但现在,提问的时候到了。AMC能否实现长期持续增长?</blockquote></p><p> <b>Upcoming catalysts</b></p><p><blockquote><b>即将推出的催化剂</b></blockquote></p><p> The COVID-19 pandemic has created a massive backlog of unreleased films. Production delays have played a role, but studio executives have also postponed releases until theaters reopened to maximize revenue. Over the next year, a number of big franchises will have new installments, including<i>Jurassic Park</i>,<i>Batman</i>,<i>Transformers</i>,<i>John Wick</i>,<i>Avatar</i>,<i>Indiana Jones</i>,<i>Mission</i><i>Impossible</i>, and Marvel. Keep in mind that AMC is the largest theater chain in the country, with over 60% market share. So there's no doubt there would be an impressive boost to the company's bottom line when these movies hit the theaters (keep in mind that AMC's business wasn't consistently profitable before COVID, so even a blockbuster year may not be a sure thing).</p><p><blockquote>新冠肺炎疫情已经积压了大量未上映的电影。制作延迟起到了一定作用,但电影公司高管也推迟了上映,直到影院重新开放,以最大限度地提高收入。明年,许多大型特许经营店将推出新的分期付款,包括<i>侏罗纪公园</i>,<i>蝙蝠侠</i>,<i>变形人</i>,<i>约翰·威克</i>,<i>阿凡达</i>,<i>印第安纳·琼斯</i>,<i>任务</i><i>不可能的</i>,还有漫威。请记住,AMC是美国最大的连锁影院,拥有超过60%的市场份额。因此,毫无疑问,当这些电影上映时,公司的利润将得到令人印象深刻的提升(请记住,AMC的业务在新冠疫情之前并没有持续盈利,因此即使是一鸣惊人的一年也可能不是板上钉钉的事情)。</blockquote></p><p> In addition, AMC may have been saved simply by the efforts of Reddit traders to boost the stock. Thanks to a high stock price, AMC raised $1.246 billion in cash via equity offerings in the second quarter alone. That increased its total liquidity to over $2 billion, against $5.5 billion of long-term debt.</p><p><blockquote>此外,AMC可能只是因为Reddit交易员提振股价的努力而得救。得益于高股价,AMC仅在第二季度就通过股票发行筹集了12.46亿美元现金。这使得其流动性总额超过20亿美元,而长期债务为55亿美元。</blockquote></p><p> If AMC used the cash to pay back debt, then the return on investment would be immediate (we'll have to wait until second-quarter earnings on Aug. 5 to learn more). The average interest rate of AMC's debt exceeds 10%, and interest payments outweighed total revenue in the first quarter. Moreover, Adam Aron, the company's CEO, announced on July 6 that he would scrap a plan to issue 25 million additional shares. Aron does not anticipate any other stock offerings in 2021, which suggests the company believes its turnaround is on track. The company is acting as if it believes it has enough cash to execute its plans for now.</p><p><blockquote>如果AMC用现金偿还债务,那么投资回报将是立竿见影的(我们必须等到8月5日的第二季度财报才能了解更多信息)。AMC债务平均利率超过10%,一季度利息支付超过总收入。此外,该公司首席执行官Adam Aron于7月6日宣布,将取消增发2500万股股票的计划。Aron预计2021年不会发行任何其他股票,这表明该公司相信其扭亏为盈已步入正轨。该公司表现得好像它相信自己目前有足够的现金来执行其计划。</blockquote></p><p> <b>Upcoming inhibitors</b></p><p><blockquote><b>即将推出的抑制剂</b></blockquote></p><p> A major risk ahead for AMC is the spread of the delta and lambda coronavirus variants in the country. Moviegoers may be inclined to stay at home and watch new releases on streaming services instead, especially when it comes to new releases available to both channels. As a result, don't expect the company's traffic to rebound to pre-pandemic levels anytime soon.</p><p><blockquote>AMC面临的一个主要风险是delta和lambda冠状病毒变种在该国的传播。电影观众可能倾向于呆在家里,在流媒体服务上观看新版本,尤其是当涉及到两个频道都可以观看的新版本时。因此,不要指望该公司的流量会很快反弹到大流行前的水平。</blockquote></p><p> In addition, it's not clear yet how the company could sustain its growth or earnings in the long term. After the movie backlog clears up, AMC would be competing with multiple movie-streaming services and home-entertainment enthusiasts for traffic. But it can't spare much cash for the sake of innovation; the company still needs to generate cash flow to pay off its ballooning debt stack. On top of that, it still owes $400 million in rent to theater landlords due to the lockdowns in the past year.</p><p><blockquote>此外,目前尚不清楚该公司如何长期维持增长或盈利。电影积压清理后,AMC将与多家电影流媒体服务和家庭娱乐爱好者争夺流量。但它不能为了创新而腾出太多现金;该公司仍需要产生现金流来偿还不断膨胀的债务。除此之外,由于过去一年的封锁,该公司仍欠剧院房东4亿美元的租金。</blockquote></p><p> <b>The missing element</b></p><p><blockquote><b>缺失的元素</b></blockquote></p><p> The problem of achieving innovation is a big one in the long run, and AMC is stuck in a catch-22. There isn't anything stopping AMC from launching a paid subscription streaming service for new movies. However, that will inevitably cannibalize revenue from its theaters, leading to a net-zero outcome.</p><p><blockquote>从长远来看,实现创新的问题是一个大问题,AMC陷入了第22条军规。没有什么可以阻止AMC为新电影推出付费订阅流媒体服务。然而,这将不可避免地蚕食其影院的收入,导致净零结果。</blockquote></p><p> Offering a subscription pass to its theaters wouldn't really work either. MoviePass had already attempted that. To match the value proposition of streaming services, the company had to price its pass at $10 per month, resulting in staggering losses before it went bankrupt.</p><p><blockquote>向其影院提供订阅通行证也不会真正奏效。MoviePass已经尝试过了。为了匹配流媒体服务的价值主张,该公司不得不将其通行证定价为每月10美元,导致破产前损失惊人。</blockquote></p><p> But the biggest killer of AMC's prospects going forward is probably a combination of 5G and synchronized viewing. For example, the social community platform Discord allows its users to stream movies via its screen-share feature. While the movie plays, users are free to talk with each other, eat their own food, and otherwise enjoy the experience in ways that might be taboo in an actual theatre.</p><p><blockquote>但AMC未来前景的最大杀手可能是5G和同步观看的结合。例如,社交社区平台Discord允许其用户通过其屏幕共享功能播放电影。当电影播放时,用户可以自由地相互交谈,吃自己的食物,或者以在实际影院中可能是禁忌的方式享受体验。</blockquote></p><p></p><p> With the rise of 5G, folks can watch movies via screen sharing just about anywhere. Bored while swimming in the lake? Just boot up your phone and watch a movie stream with friends. The best part is that the activity is free; intellectual property laws haven't caught on to the innovation yet, resulting in a grey area. At the end of the day, it would be extremely difficult for AMC to compete with these \"mini-virtual theaters\" where patrons can watch from anywhere and do whatever they like while watching.</p><p><blockquote>随着5G的兴起,人们几乎可以在任何地方通过屏幕共享观看电影。在湖里游泳时感到无聊?只需启动手机,和朋友一起看电影。最棒的是活动是免费的;知识产权法还没有抓住创新,导致了灰色地带。归根结底,AMC很难与这些“迷你虚拟影院”竞争,在这些“迷你虚拟影院”中,顾客可以在任何地方观看,并在观看时做任何他们喜欢的事情。</blockquote></p><p> <b>The verdict</b></p><p><blockquote><b>判决</b></blockquote></p><p> Since its inception, AMC has lost a cumulative $5.9 billion, and that number is growing. Investors should note that aside from another near-term spike/short squeeze, there are not many fundamentals backing the company's long-term prospects. In addition, its inability to devote cash to innovation will almost guarantee more revenue and bottom-line woes in the long run. That's on top of its inability to compete with peer-to-peer synchronized movie-viewing experiences. At a forward-looking price-to-sales (P/S) ratio over 8, AMC stock looks incredibly expensive for a company that could yet fall off another cliff in terms of growth. Long-term investors looking forways to profit from the reopening economyshould stay away.</p><p><blockquote>自成立以来,AMC已累计亏损59亿美元,而且这个数字还在增长。投资者应该注意,除了近期的另一次飙升/轧空之外,没有太多基本面支持该公司的长期前景。此外,从长远来看,它无法将现金投入创新几乎肯定会带来更多收入和利润困境。除此之外,它还无法与点对点同步观影体验竞争。AMC的前瞻性市销率(P/S)超过8,对于一家在增长方面可能会跌落另一个悬崖的公司来说,AMC股票看起来非常昂贵。寻求从重新开放的经济中获利的长期投资者应该远离。</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>AMC fell nearly 9% in morning trading<blockquote>AMC早盘跌近9%</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\">\nAMC fell nearly 9% in morning trading<blockquote>AMC早盘跌近9%</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\">2021-07-19 21:49</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(July 19) AMC fell nearly 9% in morning trading. Is There Any Hope Left for AMC Entertainment Stock?</p><p><blockquote>(7月19日)AMC早盘跌近9%AMC院线股票还有希望吗?</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c568be01ed9cf916d7a574a56c1e7402\" tg-width=\"642\" tg-height=\"460\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The company's short squeeze is rapidly losing momentum. <b>Key Points</b></p><p><blockquote>该公司的空头挤压正在迅速失去动力。<b>要点</b></blockquote></p><p> <ul> <li>AMC may not have enough cash to fund research and development efforts to compete with movie-streaming services.</li> <li>The spread of more contagious variants of the coronavirus could thwart theater traffic and offset rising demand from movie backlogs.</li> </ul> </p><p><blockquote><ul><li>AMC可能没有足够的现金来资助研发工作以与电影流媒体服务竞争。</li><li>传染性更强的冠状病毒变种的传播可能会阻碍影院客流量,并抵消电影积压带来的需求增长。</li></ul></blockquote></p><p> The traders of Reddit's Wall Street Bets community shocked the investment world this year by bidding up<b>AMC Entertainment</b>(NYSE:AMC), sending shares higher by nearly 3,000% at one point. However, at Friday's prices, the stock was down more than 40% from its June highs.</p><p><blockquote>Reddit华尔街投注社区的交易员今年的出价震惊了投资界<b>AMC院线</b>(纽约证券交易所股票代码:AMC),股价一度上涨近3,000%。然而,以周五的价格计算,该股较6月份的高点下跌了40%以上。</blockquote></p><p> Many traders held a \"buy first, ask questions later\" mentality when opening up a stake. But now, the time for questions has come.Can AMC deliversustained growthover the long term?</p><p><blockquote>许多交易者在建仓时抱着“先买入,后提问”的心态。但现在,提问的时候到了。AMC能否实现长期持续增长?</blockquote></p><p> <b>Upcoming catalysts</b></p><p><blockquote><b>即将推出的催化剂</b></blockquote></p><p> The COVID-19 pandemic has created a massive backlog of unreleased films. Production delays have played a role, but studio executives have also postponed releases until theaters reopened to maximize revenue. Over the next year, a number of big franchises will have new installments, including<i>Jurassic Park</i>,<i>Batman</i>,<i>Transformers</i>,<i>John Wick</i>,<i>Avatar</i>,<i>Indiana Jones</i>,<i>Mission</i><i>Impossible</i>, and Marvel. Keep in mind that AMC is the largest theater chain in the country, with over 60% market share. So there's no doubt there would be an impressive boost to the company's bottom line when these movies hit the theaters (keep in mind that AMC's business wasn't consistently profitable before COVID, so even a blockbuster year may not be a sure thing).</p><p><blockquote>新冠肺炎疫情已经积压了大量未上映的电影。制作延迟起到了一定作用,但电影公司高管也推迟了上映,直到影院重新开放,以最大限度地提高收入。明年,许多大型特许经营店将推出新的分期付款,包括<i>侏罗纪公园</i>,<i>蝙蝠侠</i>,<i>变形人</i>,<i>约翰·威克</i>,<i>阿凡达</i>,<i>印第安纳·琼斯</i>,<i>任务</i><i>不可能的</i>,还有漫威。请记住,AMC是美国最大的连锁影院,拥有超过60%的市场份额。因此,毫无疑问,当这些电影上映时,公司的利润将得到令人印象深刻的提升(请记住,AMC的业务在新冠疫情之前并没有持续盈利,因此即使是一鸣惊人的一年也可能不是板上钉钉的事情)。</blockquote></p><p> In addition, AMC may have been saved simply by the efforts of Reddit traders to boost the stock. Thanks to a high stock price, AMC raised $1.246 billion in cash via equity offerings in the second quarter alone. That increased its total liquidity to over $2 billion, against $5.5 billion of long-term debt.</p><p><blockquote>此外,AMC可能只是因为Reddit交易员提振股价的努力而得救。得益于高股价,AMC仅在第二季度就通过股票发行筹集了12.46亿美元现金。这使得其流动性总额超过20亿美元,而长期债务为55亿美元。</blockquote></p><p> If AMC used the cash to pay back debt, then the return on investment would be immediate (we'll have to wait until second-quarter earnings on Aug. 5 to learn more). The average interest rate of AMC's debt exceeds 10%, and interest payments outweighed total revenue in the first quarter. Moreover, Adam Aron, the company's CEO, announced on July 6 that he would scrap a plan to issue 25 million additional shares. Aron does not anticipate any other stock offerings in 2021, which suggests the company believes its turnaround is on track. The company is acting as if it believes it has enough cash to execute its plans for now.</p><p><blockquote>如果AMC用现金偿还债务,那么投资回报将是立竿见影的(我们必须等到8月5日的第二季度财报才能了解更多信息)。AMC债务平均利率超过10%,一季度利息支付超过总收入。此外,该公司首席执行官Adam Aron于7月6日宣布,将取消增发2500万股股票的计划。Aron预计2021年不会发行任何其他股票,这表明该公司相信其扭亏为盈已步入正轨。该公司表现得好像它相信自己目前有足够的现金来执行其计划。</blockquote></p><p> <b>Upcoming inhibitors</b></p><p><blockquote><b>即将推出的抑制剂</b></blockquote></p><p> A major risk ahead for AMC is the spread of the delta and lambda coronavirus variants in the country. Moviegoers may be inclined to stay at home and watch new releases on streaming services instead, especially when it comes to new releases available to both channels. As a result, don't expect the company's traffic to rebound to pre-pandemic levels anytime soon.</p><p><blockquote>AMC面临的一个主要风险是delta和lambda冠状病毒变种在该国的传播。电影观众可能倾向于呆在家里,在流媒体服务上观看新版本,尤其是当涉及到两个频道都可以观看的新版本时。因此,不要指望该公司的流量会很快反弹到大流行前的水平。</blockquote></p><p> In addition, it's not clear yet how the company could sustain its growth or earnings in the long term. After the movie backlog clears up, AMC would be competing with multiple movie-streaming services and home-entertainment enthusiasts for traffic. But it can't spare much cash for the sake of innovation; the company still needs to generate cash flow to pay off its ballooning debt stack. On top of that, it still owes $400 million in rent to theater landlords due to the lockdowns in the past year.</p><p><blockquote>此外,目前尚不清楚该公司如何长期维持增长或盈利。电影积压清理后,AMC将与多家电影流媒体服务和家庭娱乐爱好者争夺流量。但它不能为了创新而腾出太多现金;该公司仍需要产生现金流来偿还不断膨胀的债务。除此之外,由于过去一年的封锁,该公司仍欠剧院房东4亿美元的租金。</blockquote></p><p> <b>The missing element</b></p><p><blockquote><b>缺失的元素</b></blockquote></p><p> The problem of achieving innovation is a big one in the long run, and AMC is stuck in a catch-22. There isn't anything stopping AMC from launching a paid subscription streaming service for new movies. However, that will inevitably cannibalize revenue from its theaters, leading to a net-zero outcome.</p><p><blockquote>从长远来看,实现创新的问题是一个大问题,AMC陷入了第22条军规。没有什么可以阻止AMC为新电影推出付费订阅流媒体服务。然而,这将不可避免地蚕食其影院的收入,导致净零结果。</blockquote></p><p> Offering a subscription pass to its theaters wouldn't really work either. MoviePass had already attempted that. To match the value proposition of streaming services, the company had to price its pass at $10 per month, resulting in staggering losses before it went bankrupt.</p><p><blockquote>向其影院提供订阅通行证也不会真正奏效。MoviePass已经尝试过了。为了匹配流媒体服务的价值主张,该公司不得不将其通行证定价为每月10美元,导致破产前损失惊人。</blockquote></p><p> But the biggest killer of AMC's prospects going forward is probably a combination of 5G and synchronized viewing. For example, the social community platform Discord allows its users to stream movies via its screen-share feature. While the movie plays, users are free to talk with each other, eat their own food, and otherwise enjoy the experience in ways that might be taboo in an actual theatre.</p><p><blockquote>但AMC未来前景的最大杀手可能是5G和同步观看的结合。例如,社交社区平台Discord允许其用户通过其屏幕共享功能播放电影。当电影播放时,用户可以自由地相互交谈,吃自己的食物,或者以在实际影院中可能是禁忌的方式享受体验。</blockquote></p><p></p><p> With the rise of 5G, folks can watch movies via screen sharing just about anywhere. Bored while swimming in the lake? Just boot up your phone and watch a movie stream with friends. The best part is that the activity is free; intellectual property laws haven't caught on to the innovation yet, resulting in a grey area. At the end of the day, it would be extremely difficult for AMC to compete with these \"mini-virtual theaters\" where patrons can watch from anywhere and do whatever they like while watching.</p><p><blockquote>随着5G的兴起,人们几乎可以在任何地方通过屏幕共享观看电影。在湖里游泳时感到无聊?只需启动手机,和朋友一起看电影。最棒的是活动是免费的;知识产权法还没有抓住创新,导致了灰色地带。归根结底,AMC很难与这些“迷你虚拟影院”竞争,在这些“迷你虚拟影院”中,顾客可以在任何地方观看,并在观看时做任何他们喜欢的事情。</blockquote></p><p> <b>The verdict</b></p><p><blockquote><b>判决</b></blockquote></p><p> Since its inception, AMC has lost a cumulative $5.9 billion, and that number is growing. Investors should note that aside from another near-term spike/short squeeze, there are not many fundamentals backing the company's long-term prospects. In addition, its inability to devote cash to innovation will almost guarantee more revenue and bottom-line woes in the long run. That's on top of its inability to compete with peer-to-peer synchronized movie-viewing experiences. At a forward-looking price-to-sales (P/S) ratio over 8, AMC stock looks incredibly expensive for a company that could yet fall off another cliff in terms of growth. Long-term investors looking forways to profit from the reopening economyshould stay away.</p><p><blockquote>自成立以来,AMC已累计亏损59亿美元,而且这个数字还在增长。投资者应该注意,除了近期的另一次飙升/轧空之外,没有太多基本面支持该公司的长期前景。此外,从长远来看,它无法将现金投入创新几乎肯定会带来更多收入和利润困境。除此之外,它还无法与点对点同步观影体验竞争。AMC的前瞻性市销率(P/S)超过8,对于一家在增长方面可能会跌落另一个悬崖的公司来说,AMC股票看起来非常昂贵。寻求从重新开放的经济中获利的长期投资者应该远离。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/07/17/is-there-any-hope-left-for-amc-entertainment-stock/?source=eptyholnk0000202&utm_source=yahoo-host&utm_medium=feed&utm_campaign=article\">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":{"AMC":"AMC院线"},"source_url":"https://www.fool.com/investing/2021/07/17/is-there-any-hope-left-for-amc-entertainment-stock/?source=eptyholnk0000202&utm_source=yahoo-host&utm_medium=feed&utm_campaign=article","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143265655","content_text":"(July 19) AMC fell nearly 9% in morning trading. Is There Any Hope Left for AMC Entertainment Stock?\n\n\n The company's short squeeze is rapidly losing momentum.\n\nKey Points\n\nAMC may not have enough cash to fund research and development efforts to compete with movie-streaming services.\nThe spread of more contagious variants of the coronavirus could thwart theater traffic and offset rising demand from movie backlogs.\n\n\nThe traders of Reddit's Wall Street Bets community shocked the investment world this year by bidding upAMC Entertainment(NYSE:AMC), sending shares higher by nearly 3,000% at one point. However, at Friday's prices, the stock was down more than 40% from its June highs.\nMany traders held a \"buy first, ask questions later\" mentality when opening up a stake. But now, the time for questions has come.Can AMC deliversustained growthover the long term?\nUpcoming catalysts\nThe COVID-19 pandemic has created a massive backlog of unreleased films. Production delays have played a role, but studio executives have also postponed releases until theaters reopened to maximize revenue. Over the next year, a number of big franchises will have new installments, includingJurassic Park,Batman,Transformers,John Wick,Avatar,Indiana Jones,MissionImpossible, and Marvel. Keep in mind that AMC is the largest theater chain in the country, with over 60% market share. So there's no doubt there would be an impressive boost to the company's bottom line when these movies hit the theaters (keep in mind that AMC's business wasn't consistently profitable before COVID, so even a blockbuster year may not be a sure thing).\nIn addition, AMC may have been saved simply by the efforts of Reddit traders to boost the stock. Thanks to a high stock price, AMC raised $1.246 billion in cash via equity offerings in the second quarter alone. That increased its total liquidity to over $2 billion, against $5.5 billion of long-term debt.\nIf AMC used the cash to pay back debt, then the return on investment would be immediate (we'll have to wait until second-quarter earnings on Aug. 5 to learn more). The average interest rate of AMC's debt exceeds 10%, and interest payments outweighed total revenue in the first quarter. Moreover, Adam Aron, the company's CEO, announced on July 6 that he would scrap a plan to issue 25 million additional shares. Aron does not anticipate any other stock offerings in 2021, which suggests the company believes its turnaround is on track. The company is acting as if it believes it has enough cash to execute its plans for now.\nUpcoming inhibitors\nA major risk ahead for AMC is the spread of the delta and lambda coronavirus variants in the country. Moviegoers may be inclined to stay at home and watch new releases on streaming services instead, especially when it comes to new releases available to both channels. As a result, don't expect the company's traffic to rebound to pre-pandemic levels anytime soon.\nIn addition, it's not clear yet how the company could sustain its growth or earnings in the long term. After the movie backlog clears up, AMC would be competing with multiple movie-streaming services and home-entertainment enthusiasts for traffic. But it can't spare much cash for the sake of innovation; the company still needs to generate cash flow to pay off its ballooning debt stack. On top of that, it still owes $400 million in rent to theater landlords due to the lockdowns in the past year.\nThe missing element\nThe problem of achieving innovation is a big one in the long run, and AMC is stuck in a catch-22. There isn't anything stopping AMC from launching a paid subscription streaming service for new movies. However, that will inevitably cannibalize revenue from its theaters, leading to a net-zero outcome.\nOffering a subscription pass to its theaters wouldn't really work either. MoviePass had already attempted that. To match the value proposition of streaming services, the company had to price its pass at $10 per month, resulting in staggering losses before it went bankrupt.\nBut the biggest killer of AMC's prospects going forward is probably a combination of 5G and synchronized viewing. For example, the social community platform Discord allows its users to stream movies via its screen-share feature. While the movie plays, users are free to talk with each other, eat their own food, and otherwise enjoy the experience in ways that might be taboo in an actual theatre.\nWith the rise of 5G, folks can watch movies via screen sharing just about anywhere. Bored while swimming in the lake? Just boot up your phone and watch a movie stream with friends. The best part is that the activity is free; intellectual property laws haven't caught on to the innovation yet, resulting in a grey area. At the end of the day, it would be extremely difficult for AMC to compete with these \"mini-virtual theaters\" where patrons can watch from anywhere and do whatever they like while watching.\nThe verdict\nSince its inception, AMC has lost a cumulative $5.9 billion, and that number is growing. Investors should note that aside from another near-term spike/short squeeze, there are not many fundamentals backing the company's long-term prospects. In addition, its inability to devote cash to innovation will almost guarantee more revenue and bottom-line woes in the long run. That's on top of its inability to compete with peer-to-peer synchronized movie-viewing experiences. At a forward-looking price-to-sales (P/S) ratio over 8, AMC stock looks incredibly expensive for a company that could yet fall off another cliff in terms of growth. Long-term investors looking forways to profit from the reopening economyshould stay away.","news_type":1,"symbols_score_info":{"AMC":0.9}},"isVote":1,"tweetType":1,"viewCount":303,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170572812,"gmtCreate":1626444268636,"gmtModify":1631891549477,"author":{"id":"3583713903095207","authorId":"3583713903095207","name":"Dny","avatar":"https://static.tigerbbs.com/df94541de0876a6ec7f52cfea841f652","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583713903095207","idStr":"3583713903095207"},"themes":[],"htmlText":"Here goes the Fool again [Anger] ","listText":"Here goes the Fool again [Anger] ","text":"Here goes the Fool again [Anger]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/170572812","repostId":"2151450981","repostType":4,"isVote":1,"tweetType":1,"viewCount":862,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":157599981,"gmtCreate":1625586650543,"gmtModify":1631891549479,"author":{"id":"3583713903095207","authorId":"3583713903095207","name":"Dny","avatar":"https://static.tigerbbs.com/df94541de0876a6ec7f52cfea841f652","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583713903095207","idStr":"3583713903095207"},"themes":[],"htmlText":"[强]","listText":"[强]","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/157599981","repostId":"2149363799","repostType":2,"isVote":1,"tweetType":1,"viewCount":1298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":157325453,"gmtCreate":1625567843072,"gmtModify":1631891549481,"author":{"id":"3583713903095207","authorId":"3583713903095207","name":"Dny","avatar":"https://static.tigerbbs.com/df94541de0876a6ec7f52cfea841f652","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583713903095207","idStr":"3583713903095207"},"themes":[],"htmlText":"[贱笑]","listText":"[贱笑]","text":"[贱笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/157325453","repostId":"1115304576","repostType":2,"repost":{"id":"1115304576","kind":"news","pubTimestamp":1625561628,"share":"https://www.laohu8.com/m/news/1115304576?lang=zh_CN&edition=full","pubTime":"2021-07-06 16:53","market":"us","language":"en","title":"Tesla, Apple, AMC Are The Most Popular Foreign Stocks Among South Koreans This Year<blockquote>特斯拉、苹果、AMC是今年最受韩国人欢迎的外国股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1115304576","media":"Benzinga","summary":"South Korean domiciled investors bought and sold shares worth billions in U.S.-listed companies duri","content":"<p><div> South Korean domiciled investors bought and sold shares worth billions in U.S.-listed companies during the first half of 2021, with Tesla Inc leading the pack as the No. 1 favorite stock, The Korea ...</p><p><blockquote><div>2021年上半年,韩国投资者买卖了价值数十亿美元的美国上市公司股票,其中特斯拉公司是韩国最受欢迎的股票...</div></blockquote></p><p> <a href=\"https://www.benzinga.com/news/21/07/21850531/tesla-apple-amc-are-the-most-popular-foreign-stocks-among-south-koreans-this-year\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/07/21850531/tesla-apple-amc-are-the-most-popular-foreign-stocks-among-south-koreans-this-year\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla, Apple, AMC Are The Most Popular Foreign Stocks Among South Koreans This Year<blockquote>特斯拉、苹果、AMC是今年最受韩国人欢迎的外国股票</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\">\nTesla, Apple, AMC Are The Most Popular Foreign Stocks Among South Koreans This Year<blockquote>特斯拉、苹果、AMC是今年最受韩国人欢迎的外国股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-07-06 16:53</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> South Korean domiciled investors bought and sold shares worth billions in U.S.-listed companies during the first half of 2021, with Tesla Inc leading the pack as the No. 1 favorite stock, The Korea ...</p><p><blockquote><div>2021年上半年,韩国投资者买卖了价值数十亿美元的美国上市公司股票,其中特斯拉公司是韩国最受欢迎的股票...</div></blockquote></p><p> <a href=\"https://www.benzinga.com/news/21/07/21850531/tesla-apple-amc-are-the-most-popular-foreign-stocks-among-south-koreans-this-year\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/07/21850531/tesla-apple-amc-are-the-most-popular-foreign-stocks-among-south-koreans-this-year\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.benzinga.com/news/21/07/21850531/tesla-apple-amc-are-the-most-popular-foreign-stocks-among-south-koreans-this-year\">Benzinga</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","AAPL":"苹果","AMC":"AMC院线"},"source_url":"https://www.benzinga.com/news/21/07/21850531/tesla-apple-amc-are-the-most-popular-foreign-stocks-among-south-koreans-this-year","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115304576","content_text":"South Korean domiciled investors bought and sold shares worth billions in U.S.-listed companies during the first half of 2021, with Tesla Inc leading the pack as the No. 1 favorite stock, The Korea Herald reported on Monday — citing data from the Korea Securities Depository.\nWhat Happened:Investors bought orders of $9.6 billion and sold stocks worth $7.9 billion in Tesla during the first six months of 2021, with the stock topping the list of the most actively traded foreign stocks, the report noted.\nApple Inc emerged as the second favorite with South Korean traders buying shares worth $3.2 billion in the Cupertino, California-based company in the first half of the year.\nRetail-favorite AMC Entertainment Holdings Inc and Churchill Capital IV , a special purpose acquisition company that announced a merger plan with electric vehicle maker Lucid Motors, were also among the top buys for South Koreans, as per the Korea Herald.\nThe U.S. stock market overall was a favorite destination for Korean investors who bought $103.4 billion worth of US-listed stocks, followed by Hong Kong, China and Japan.\nPrice Action:Tesla shares closed 0.14% higher at $678.90 on Friday and Apple shares closed 1.96% higher at $139.96. AMC stock closed 4.17% lower at $51.96 on Friday.","news_type":1,"symbols_score_info":{"CCIV":0.9,"AAPL":0.9,"AMC":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":157076868,"gmtCreate":1625558480054,"gmtModify":1631891549485,"author":{"id":"3583713903095207","authorId":"3583713903095207","name":"Dny","avatar":"https://static.tigerbbs.com/df94541de0876a6ec7f52cfea841f652","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583713903095207","idStr":"3583713903095207"},"themes":[],"htmlText":"collect coins","listText":"collect coins","text":"collect coins","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/157076868","repostId":"2149033827","repostType":4,"isVote":1,"tweetType":1,"viewCount":741,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":157078532,"gmtCreate":1625558447226,"gmtModify":1631891549489,"author":{"id":"3583713903095207","authorId":"3583713903095207","name":"Dny","avatar":"https://static.tigerbbs.com/df94541de0876a6ec7f52cfea841f652","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583713903095207","idStr":"3583713903095207"},"themes":[],"htmlText":"[黑眼圈]","listText":"[黑眼圈]","text":"[黑眼圈]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/157078532","repostId":"2149466331","repostType":4,"isVote":1,"tweetType":1,"viewCount":1324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":156513131,"gmtCreate":1625229729923,"gmtModify":1631891549492,"author":{"id":"3583713903095207","authorId":"3583713903095207","name":"Dny","avatar":"https://static.tigerbbs.com/df94541de0876a6ec7f52cfea841f652","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583713903095207","idStr":"3583713903095207"},"themes":[],"htmlText":"[Surprised] [OMG] [Spurting] ","listText":"[Surprised] [OMG] [Spurting] ","text":"[Surprised] [OMG] [Spurting]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/156513131","repostId":"1120069636","repostType":4,"repost":{"id":"1120069636","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":1625229204,"share":"https://www.laohu8.com/m/news/1120069636?lang=zh_CN&edition=full","pubTime":"2021-07-02 20:33","market":"us","language":"en","title":"Tesla Q2 2021 produced and delivered over 200,000 vehicles<blockquote>特斯拉2021年Q2生产交付超20万辆</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1120069636","media":"Tiger Newspress","summary":"Tesla Inc on Friday posted a record 201,250 vehicle deliveries for the second quarter, beating Wall ","content":"<p>Tesla Inc on Friday posted a record 201,250 vehicle deliveries for the second quarter, beating Wall Street estimates, despite Chief Executive Officer Elon Musk's earlier warnings about a shortage of chips and raw materials.</p><p><blockquote>特斯拉公司周五公布第二季度汽车交付量达到创纪录的201,250辆,超出华尔街预期,尽管首席执行官Elon Musk早些时候警告芯片和原材料短缺。</blockquote></p><p> Analysts had expected the electric-car maker to deliver 200,258 vehicles, according to Refinitiv data.</p><p><blockquote>根据Refinitiv的数据,分析师此前预计这家电动汽车制造商将交付200,258辆汽车。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9611b4752891866d4583a65f27b75163\" tg-width=\"1030\" tg-height=\"243\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Tesla shares fell 0.64% in premarket trading.</p><p><blockquote>特斯拉股价在盘前交易中下跌0。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/737a9e557f3d740246a28b0faa8fcc42\" tg-width=\"1302\" tg-height=\"663\" referrerpolicy=\"no-referrer\"></p><p><blockquote></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>Tesla Q2 2021 produced and delivered over 200,000 vehicles<blockquote>特斯拉2021年Q2生产交付超20万辆</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\">\nTesla Q2 2021 produced and delivered over 200,000 vehicles<blockquote>特斯拉2021年Q2生产交付超20万辆</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\">2021-07-02 20:33</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Tesla Inc on Friday posted a record 201,250 vehicle deliveries for the second quarter, beating Wall Street estimates, despite Chief Executive Officer Elon Musk's earlier warnings about a shortage of chips and raw materials.</p><p><blockquote>特斯拉公司周五公布第二季度汽车交付量达到创纪录的201,250辆,超出华尔街预期,尽管首席执行官Elon Musk早些时候警告芯片和原材料短缺。</blockquote></p><p> Analysts had expected the electric-car maker to deliver 200,258 vehicles, according to Refinitiv data.</p><p><blockquote>根据Refinitiv的数据,分析师此前预计这家电动汽车制造商将交付200,258辆汽车。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9611b4752891866d4583a65f27b75163\" tg-width=\"1030\" tg-height=\"243\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Tesla shares fell 0.64% in premarket trading.</p><p><blockquote>特斯拉股价在盘前交易中下跌0。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/737a9e557f3d740246a28b0faa8fcc42\" tg-width=\"1302\" tg-height=\"663\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120069636","content_text":"Tesla Inc on Friday posted a record 201,250 vehicle deliveries for the second quarter, beating Wall Street estimates, despite Chief Executive Officer Elon Musk's earlier warnings about a shortage of chips and raw materials.\nAnalysts had expected the electric-car maker to deliver 200,258 vehicles, according to Refinitiv data.\n\nTesla shares fell 0.64% in premarket trading.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156510004,"gmtCreate":1625229652608,"gmtModify":1631891549496,"author":{"id":"3583713903095207","authorId":"3583713903095207","name":"Dny","avatar":"https://static.tigerbbs.com/df94541de0876a6ec7f52cfea841f652","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583713903095207","idStr":"3583713903095207"},"themes":[],"htmlText":"GCS","listText":"GCS","text":"GCS","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/156510004","repostId":"1195364777","repostType":4,"isVote":1,"tweetType":1,"viewCount":501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156666724,"gmtCreate":1625218969968,"gmtModify":1631891549497,"author":{"id":"3583713903095207","authorId":"3583713903095207","name":"Dny","avatar":"https://static.tigerbbs.com/df94541de0876a6ec7f52cfea841f652","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583713903095207","idStr":"3583713903095207"},"themes":[],"htmlText":"Don’t know . don’t say . Don’t write . don’t haolian .","listText":"Don’t know . don’t say . Don’t write . don’t haolian .","text":"Don’t know . don’t say . Don’t write . don’t haolian .","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/156666724","repostId":"1121860286","repostType":2,"repost":{"id":"1121860286","kind":"news","pubTimestamp":1625212613,"share":"https://www.laohu8.com/m/news/1121860286?lang=zh_CN&edition=full","pubTime":"2021-07-02 15:56","market":"us","language":"en","title":"AMC: 'Record' Weekend Is Terrible News For The Stock<blockquote>AMC:“创纪录”的周末对该股来说是个坏消息</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1121860286","media":"seekingalpha","summary":"Summary\n\nAttendance of 2 million is terrible for AMC.\nThe company needs to more than double attendan","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Attendance of 2 million is terrible for AMC.</li> <li>The company needs to more than double attendance to return to 2019 - when it still lost money.</li> <li>Someday shares will fall 90% from this point.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/798af80ddf8412e6beabc5bf60891141\" tg-width=\"768\" tg-height=\"576\" referrerpolicy=\"no-referrer\"><span>RichLegg/E+ via Getty Images</span></p><p><blockquote><ul><li>200万的上座率对于AMC来说是可怕的。</li><li>该公司需要将出勤率增加一倍以上才能回到2019年——当时它仍然亏损。</li><li>总有一天,股价将从这一点下跌90%。</li></ul><p class=\"t-img-caption\"><span>RichLegg/E+来自盖蒂图片社</span></p></blockquote></p><p> I'm pretty bad at predicting what makes AMC Entertainment(NYSE:AMC)go up or down in the short term. After all, I said to short it at $26/share (Short Squeeze Presents Many Ways to Make Money) and then explained why there was no fundamental news behind the run up at $58/share (Recent Events are Just Re-Runs). But I'm pretty good at reading press releases, news articles and financial statements, and it's clear from recent news just how big a hole AMC has to climb out of on an operating basis.</p><p><blockquote>我不太擅长预测AMC院线(纽约证券交易所股票代码:AMC)短期内上涨或下跌的原因。毕竟,我说在26美元/股做空它(轧空提供了许多赚钱的方法),然后解释了为什么在58美元/股的上涨背后没有基本面消息(最近的事件只是重新运行)。但我很擅长阅读新闻稿、新闻文章和财务报表,从最近的新闻中可以清楚地看出,AMC在运营基础上必须爬出多大的漏洞。</blockquote></p><p> <b>Attendance at theaters is terrible and AMC will continue to lose money</b></p><p><blockquote><b>影院上座率惨淡AMC将继续亏损</b></blockquote></p><p> On Monday, AMC put out a press release touting its \"post-reopening record\" of 2 million attendees and highlighting the biggest box office draw \"Fast and the Furious 9\" which grossed $70 million:</p><p><blockquote>周一,AMC发布了一份新闻稿,宣传其200万观众的“重新开放后记录”,并强调了票房最高的《速度与激情9》,票房收入为7000万美元:</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c6c54d7e40d29666bf8b78f554f233e9\" tg-width=\"640\" tg-height=\"83\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b9f8c597b1ba417c6b478358caa9cc7\" tg-width=\"640\" tg-height=\"62\" referrerpolicy=\"no-referrer\"><span>Source: Businesswire</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源:Businesswire</span></p></blockquote></p><p> For reasons that should be clear to all,these numbers are terrible. As you can see from the company's earnings release showing results for 2018 and 2019:</p><p><blockquote>出于所有人都应该清楚的原因,这些数字是可怕的。从该公司2018年和2019年业绩的财报中可以看出:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b604e216de76939782f86a868e40889d\" tg-width=\"640\" tg-height=\"412\"><span>Source: AMC Entertainment</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:AMC院线</span></p></blockquote></p><p> The pace for attendance in 2019 was 250 million in the US, or 4.8 million customers per week and in 2018 it was 4.9 million customers. So it's very nice to learn that 2 million customers is the largest number of people to see a movie at AMC since COVID-19 led to lockdowns, but the real numbers mean show attendance is down almost 60% from 2018 and 2019.</p><p><blockquote>2019年美国的出席率为2.5亿,即每周480万客户,2018年为490万客户。因此,很高兴得知200万顾客是自新冠肺炎导致封锁以来在AMC看电影的人数最多的一次,但实际数字意味着放映上座率比2018年和2019年下降了近60%。</blockquote></p><p> As you can see above, 2018 and 2019 were not great years for the company, either. AMC lost $149 million in the second of two years and made $110 million in the first one. At the end of 2019, the stock price of a money-losing AMC was just over $7/share. Bullish shareholders (\"Apes\" as they style themselves) are excited about the move of more than 700% to this week's price of over $55/share:</p><p><blockquote>正如您在上面看到的,2018年和2019年对该公司来说也不是很好的年份。AMC在两年的第二年亏损1.49亿美元,第一年盈利1.1亿美元。2019年底,一家亏损的AMC股价刚刚超过7美元/股。看涨的股东(他们自称为“猿”)对本周超过55美元/股的价格上涨超过700%感到兴奋:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1ce4607284db107f9758f4735a99ccd3\" tg-width=\"640\" tg-height=\"331\"><span>Source: Koyfin</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:Koyfin</span></p></blockquote></p><p> But what many of them don't seem to be paying attention to is the market capitalization. As you can see in the chart above, increasing the share count from 100 million to almost 480 million shares outstanding in the last year has pushed the market cap far higher leading to an increase of almost 3,900%.</p><p><blockquote>但他们中的许多人似乎没有注意到的是市值。如上图所示,去年流通股数量从1亿股增加到近4.8亿股,推动市值大幅上涨,涨幅近3,900%。</blockquote></p><p> This kind of securities analysis is not \"optional\" and shareholders are now paying almost 40 times as much to own this company as they did at the end of the last full year before COVID-19.</p><p><blockquote>这种证券分析不是“可选的”,股东现在为拥有这家公司支付的费用几乎是COVID-19之前最后一个全年年底的40倍。</blockquote></p><p> <b>Not all MemeStocks are created Equal</b></p><p><blockquote><b>并非所有模因股票都是平等的</b></blockquote></p><p> The first \"memestock\" to capture everyone's attention this year was GameStop (GME). After a number of years of declining sales, a new class of investors such as Chewy founder Ryan took interest in the company and eventually took over the board of directors. At the same time this change in leadership was underway, a number of hedge funds who had been short the stock began losing money at an alarming clip.</p><p><blockquote>今年第一个引起大家注意的“模因股”是游戏驿站(GME)。经过多年的销售额下降后,Chewy创始人Ryan等新一代投资者对该公司产生了兴趣,并最终接管了董事会。在领导层变动的同时,一些做空该股的对冲基金开始以惊人的速度亏损。</blockquote></p><p> In the popular imagination, the rise in GameStop shares was a win for retail investors sharing information on Reddit such as the now-famous \"Roaring Kitty,\" but the evidence is the biggest winners were in fact other hedge funds (see \"This Hedge Fund Made $700 million on GameStop\"). Since Cohen took over the company, he is shifting its business model to online sales and hiring executives from leading companies such as Amazon(NASDAQ:AMZN).</p><p><blockquote>在大众的想象中,游戏驿站股价的上涨是在Reddit上分享信息的散户投资者的胜利,例如现在著名的“咆哮的小猫”,但证据是最大的赢家实际上是其他对冲基金(见“这家对冲基金在游戏驿站赚了7亿美元”)。自从科恩接管该公司以来,他正在将其商业模式转向在线销售,并从亚马逊(纳斯达克:AMZN)等领先公司聘请高管。</blockquote></p><p> None of the kinds of positive things that are happening at GameStop are even close to being talked about at AMC. AMC has had thesame CEO since 2015. There is no change in business model, and now that he has cash from equity sales, thebest ideahe's come up with is just buying more movie theaters! Meanwhile, many of the most successful companies on the planet such as Disney(NYSE:DIS), Netflix(NASDAQ:NFLX)and Amazon are all developing streaming services to entertain customers at home - which keeps them from going to the movies.</p><p><blockquote>游戏驿站发生的任何积极的事情都没有在AMC上被谈论过。自2015年以来,AMC一直担任同一位首席执行官。商业模式没有改变,现在他从股权出售中获得了现金,他想出的最好的主意就是购买更多的电影院!与此同时,地球上许多最成功的公司,例如Disney(纽约证券交易所股票代码:DIS)、Netflix(纳斯达克股票代码:NFLX)和Amazon都在开发流媒体服务来娱乐在家的客户,这使得他们无法去看电影。</blockquote></p><p></p><p> Likewise, the entire growth of the online gaming industry with services such as Twitch from Amazon and Microsoft(NASDAQ:MSFT)with Xbox is another substantial competitor getting in the way of customers going to the movies. All this is to say that the future is not getting brighter for AMC.</p><p><blockquote>同样,在线游戏行业的整体增长(例如Amazon的Twitch和微软(纳斯达克:MSFT)的Xbox)是另一个阻碍客户看电影的重要竞争对手。这一切都表明,AMC的未来并没有变得更加光明。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> Maybe AMC's share price will double next week. Maybe it will get cut in half. I don't know and neither does anyone else. But one month, one quarter or one year from now, shareholders will own a money-losing company in a fading industry at an extremely high valuation.</p><p><blockquote>也许下周AMC的股价会翻倍。也许它会被切成两半。我不知道,其他人也不知道。但从现在起一个月、一个季度或一年后,股东们将以极高的估值拥有一家处于衰落行业的亏损公司。</blockquote></p><p> I'm short shares in this stock because one day in the not-too-distant future, those shareholders will start selling, and then once the stock goes down regularly I expect them to start selling shares rapidly. Ultimately, I expect the shares to go back to the level they were at the end of 2019 - only when that happens, they won't be $7/share anymore. They'll be closer to $2.00.</p><p><blockquote>我做空这只股票,因为在不久的将来有一天,这些股东将开始出售,然后一旦股票定期下跌,我预计他们将开始迅速出售股票。最终,我预计股价将回到2019年底的水平——只是当这种情况发生时,股价将不再是7美元/股。它们将接近2美元。</blockquote></p><p> Good luck to all!</p><p><blockquote>祝大家好运!</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>AMC: 'Record' Weekend Is Terrible News For The Stock<blockquote>AMC:“创纪录”的周末对该股来说是个坏消息</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; 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\">\nAMC: 'Record' Weekend Is Terrible News For The Stock<blockquote>AMC:“创纪录”的周末对该股来说是个坏消息</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 15:56</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>Attendance of 2 million is terrible for AMC.</li> <li>The company needs to more than double attendance to return to 2019 - when it still lost money.</li> <li>Someday shares will fall 90% from this point.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/798af80ddf8412e6beabc5bf60891141\" tg-width=\"768\" tg-height=\"576\" referrerpolicy=\"no-referrer\"><span>RichLegg/E+ via Getty Images</span></p><p><blockquote><ul><li>200万的上座率对于AMC来说是可怕的。</li><li>该公司需要将出勤率增加一倍以上才能回到2019年——当时它仍然亏损。</li><li>总有一天,股价将从这一点下跌90%。</li></ul><p class=\"t-img-caption\"><span>RichLegg/E+来自盖蒂图片社</span></p></blockquote></p><p> I'm pretty bad at predicting what makes AMC Entertainment(NYSE:AMC)go up or down in the short term. After all, I said to short it at $26/share (Short Squeeze Presents Many Ways to Make Money) and then explained why there was no fundamental news behind the run up at $58/share (Recent Events are Just Re-Runs). But I'm pretty good at reading press releases, news articles and financial statements, and it's clear from recent news just how big a hole AMC has to climb out of on an operating basis.</p><p><blockquote>我不太擅长预测AMC院线(纽约证券交易所股票代码:AMC)短期内上涨或下跌的原因。毕竟,我说在26美元/股做空它(轧空提供了许多赚钱的方法),然后解释了为什么在58美元/股的上涨背后没有基本面消息(最近的事件只是重新运行)。但我很擅长阅读新闻稿、新闻文章和财务报表,从最近的新闻中可以清楚地看出,AMC在运营基础上必须爬出多大的漏洞。</blockquote></p><p> <b>Attendance at theaters is terrible and AMC will continue to lose money</b></p><p><blockquote><b>影院上座率惨淡AMC将继续亏损</b></blockquote></p><p> On Monday, AMC put out a press release touting its \"post-reopening record\" of 2 million attendees and highlighting the biggest box office draw \"Fast and the Furious 9\" which grossed $70 million:</p><p><blockquote>周一,AMC发布了一份新闻稿,宣传其200万观众的“重新开放后记录”,并强调了票房最高的《速度与激情9》,票房收入为7000万美元:</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c6c54d7e40d29666bf8b78f554f233e9\" tg-width=\"640\" tg-height=\"83\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b9f8c597b1ba417c6b478358caa9cc7\" tg-width=\"640\" tg-height=\"62\" referrerpolicy=\"no-referrer\"><span>Source: Businesswire</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源:Businesswire</span></p></blockquote></p><p> For reasons that should be clear to all,these numbers are terrible. As you can see from the company's earnings release showing results for 2018 and 2019:</p><p><blockquote>出于所有人都应该清楚的原因,这些数字是可怕的。从该公司2018年和2019年业绩的财报中可以看出:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b604e216de76939782f86a868e40889d\" tg-width=\"640\" tg-height=\"412\"><span>Source: AMC Entertainment</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:AMC院线</span></p></blockquote></p><p> The pace for attendance in 2019 was 250 million in the US, or 4.8 million customers per week and in 2018 it was 4.9 million customers. So it's very nice to learn that 2 million customers is the largest number of people to see a movie at AMC since COVID-19 led to lockdowns, but the real numbers mean show attendance is down almost 60% from 2018 and 2019.</p><p><blockquote>2019年美国的出席率为2.5亿,即每周480万客户,2018年为490万客户。因此,很高兴得知200万顾客是自新冠肺炎导致封锁以来在AMC看电影的人数最多的一次,但实际数字意味着放映上座率比2018年和2019年下降了近60%。</blockquote></p><p> As you can see above, 2018 and 2019 were not great years for the company, either. AMC lost $149 million in the second of two years and made $110 million in the first one. At the end of 2019, the stock price of a money-losing AMC was just over $7/share. Bullish shareholders (\"Apes\" as they style themselves) are excited about the move of more than 700% to this week's price of over $55/share:</p><p><blockquote>正如您在上面看到的,2018年和2019年对该公司来说也不是很好的年份。AMC在两年的第二年亏损1.49亿美元,第一年盈利1.1亿美元。2019年底,一家亏损的AMC股价刚刚超过7美元/股。看涨的股东(他们自称为“猿”)对本周超过55美元/股的价格上涨超过700%感到兴奋:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1ce4607284db107f9758f4735a99ccd3\" tg-width=\"640\" tg-height=\"331\"><span>Source: Koyfin</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:Koyfin</span></p></blockquote></p><p> But what many of them don't seem to be paying attention to is the market capitalization. As you can see in the chart above, increasing the share count from 100 million to almost 480 million shares outstanding in the last year has pushed the market cap far higher leading to an increase of almost 3,900%.</p><p><blockquote>但他们中的许多人似乎没有注意到的是市值。如上图所示,去年流通股数量从1亿股增加到近4.8亿股,推动市值大幅上涨,涨幅近3,900%。</blockquote></p><p> This kind of securities analysis is not \"optional\" and shareholders are now paying almost 40 times as much to own this company as they did at the end of the last full year before COVID-19.</p><p><blockquote>这种证券分析不是“可选的”,股东现在为拥有这家公司支付的费用几乎是COVID-19之前最后一个全年年底的40倍。</blockquote></p><p> <b>Not all MemeStocks are created Equal</b></p><p><blockquote><b>并非所有模因股票都是平等的</b></blockquote></p><p> The first \"memestock\" to capture everyone's attention this year was GameStop (GME). After a number of years of declining sales, a new class of investors such as Chewy founder Ryan took interest in the company and eventually took over the board of directors. At the same time this change in leadership was underway, a number of hedge funds who had been short the stock began losing money at an alarming clip.</p><p><blockquote>今年第一个引起大家注意的“模因股”是游戏驿站(GME)。经过多年的销售额下降后,Chewy创始人Ryan等新一代投资者对该公司产生了兴趣,并最终接管了董事会。在领导层变动的同时,一些做空该股的对冲基金开始以惊人的速度亏损。</blockquote></p><p> In the popular imagination, the rise in GameStop shares was a win for retail investors sharing information on Reddit such as the now-famous \"Roaring Kitty,\" but the evidence is the biggest winners were in fact other hedge funds (see \"This Hedge Fund Made $700 million on GameStop\"). Since Cohen took over the company, he is shifting its business model to online sales and hiring executives from leading companies such as Amazon(NASDAQ:AMZN).</p><p><blockquote>在大众的想象中,游戏驿站股价的上涨是在Reddit上分享信息的散户投资者的胜利,例如现在著名的“咆哮的小猫”,但证据是最大的赢家实际上是其他对冲基金(见“这家对冲基金在游戏驿站赚了7亿美元”)。自从科恩接管该公司以来,他正在将其商业模式转向在线销售,并从亚马逊(纳斯达克:AMZN)等领先公司聘请高管。</blockquote></p><p> None of the kinds of positive things that are happening at GameStop are even close to being talked about at AMC. AMC has had thesame CEO since 2015. There is no change in business model, and now that he has cash from equity sales, thebest ideahe's come up with is just buying more movie theaters! Meanwhile, many of the most successful companies on the planet such as Disney(NYSE:DIS), Netflix(NASDAQ:NFLX)and Amazon are all developing streaming services to entertain customers at home - which keeps them from going to the movies.</p><p><blockquote>游戏驿站发生的任何积极的事情都没有在AMC上被谈论过。自2015年以来,AMC一直担任同一位首席执行官。商业模式没有改变,现在他从股权出售中获得了现金,他想出的最好的主意就是购买更多的电影院!与此同时,地球上许多最成功的公司,例如Disney(纽约证券交易所股票代码:DIS)、Netflix(纳斯达克股票代码:NFLX)和Amazon都在开发流媒体服务来娱乐在家的客户,这使得他们无法去看电影。</blockquote></p><p></p><p> Likewise, the entire growth of the online gaming industry with services such as Twitch from Amazon and Microsoft(NASDAQ:MSFT)with Xbox is another substantial competitor getting in the way of customers going to the movies. All this is to say that the future is not getting brighter for AMC.</p><p><blockquote>同样,在线游戏行业的整体增长(例如Amazon的Twitch和微软(纳斯达克:MSFT)的Xbox)是另一个阻碍客户看电影的重要竞争对手。这一切都表明,AMC的未来并没有变得更加光明。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> Maybe AMC's share price will double next week. Maybe it will get cut in half. I don't know and neither does anyone else. But one month, one quarter or one year from now, shareholders will own a money-losing company in a fading industry at an extremely high valuation.</p><p><blockquote>也许下周AMC的股价会翻倍。也许它会被切成两半。我不知道,其他人也不知道。但从现在起一个月、一个季度或一年后,股东们将以极高的估值拥有一家处于衰落行业的亏损公司。</blockquote></p><p> I'm short shares in this stock because one day in the not-too-distant future, those shareholders will start selling, and then once the stock goes down regularly I expect them to start selling shares rapidly. Ultimately, I expect the shares to go back to the level they were at the end of 2019 - only when that happens, they won't be $7/share anymore. They'll be closer to $2.00.</p><p><blockquote>我做空这只股票,因为在不久的将来有一天,这些股东将开始出售,然后一旦股票定期下跌,我预计他们将开始迅速出售股票。最终,我预计股价将回到2019年底的水平——只是当这种情况发生时,股价将不再是7美元/股。它们将接近2美元。</blockquote></p><p> Good luck to all!</p><p><blockquote>祝大家好运!</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4437461-amc-record-weekend-is-terrible-news-for-the-stock\">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":{"AMC":"AMC院线"},"source_url":"https://seekingalpha.com/article/4437461-amc-record-weekend-is-terrible-news-for-the-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121860286","content_text":"Summary\n\nAttendance of 2 million is terrible for AMC.\nThe company needs to more than double attendance to return to 2019 - when it still lost money.\nSomeday shares will fall 90% from this point.\n\nRichLegg/E+ via Getty Images\nI'm pretty bad at predicting what makes AMC Entertainment(NYSE:AMC)go up or down in the short term. After all, I said to short it at $26/share (Short Squeeze Presents Many Ways to Make Money) and then explained why there was no fundamental news behind the run up at $58/share (Recent Events are Just Re-Runs). But I'm pretty good at reading press releases, news articles and financial statements, and it's clear from recent news just how big a hole AMC has to climb out of on an operating basis.\nAttendance at theaters is terrible and AMC will continue to lose money\nOn Monday, AMC put out a press release touting its \"post-reopening record\" of 2 million attendees and highlighting the biggest box office draw \"Fast and the Furious 9\" which grossed $70 million:\n\nSource: Businesswire\nFor reasons that should be clear to all,these numbers are terrible. As you can see from the company's earnings release showing results for 2018 and 2019:\nSource: AMC Entertainment\nThe pace for attendance in 2019 was 250 million in the US, or 4.8 million customers per week and in 2018 it was 4.9 million customers. So it's very nice to learn that 2 million customers is the largest number of people to see a movie at AMC since COVID-19 led to lockdowns, but the real numbers mean show attendance is down almost 60% from 2018 and 2019.\nAs you can see above, 2018 and 2019 were not great years for the company, either. AMC lost $149 million in the second of two years and made $110 million in the first one. At the end of 2019, the stock price of a money-losing AMC was just over $7/share. Bullish shareholders (\"Apes\" as they style themselves) are excited about the move of more than 700% to this week's price of over $55/share:\nSource: Koyfin\nBut what many of them don't seem to be paying attention to is the market capitalization. As you can see in the chart above, increasing the share count from 100 million to almost 480 million shares outstanding in the last year has pushed the market cap far higher leading to an increase of almost 3,900%.\nThis kind of securities analysis is not \"optional\" and shareholders are now paying almost 40 times as much to own this company as they did at the end of the last full year before COVID-19.\nNot all MemeStocks are created Equal\nThe first \"memestock\" to capture everyone's attention this year was GameStop (GME). After a number of years of declining sales, a new class of investors such as Chewy founder Ryan took interest in the company and eventually took over the board of directors. At the same time this change in leadership was underway, a number of hedge funds who had been short the stock began losing money at an alarming clip.\nIn the popular imagination, the rise in GameStop shares was a win for retail investors sharing information on Reddit such as the now-famous \"Roaring Kitty,\" but the evidence is the biggest winners were in fact other hedge funds (see \"This Hedge Fund Made $700 million on GameStop\"). Since Cohen took over the company, he is shifting its business model to online sales and hiring executives from leading companies such as Amazon(NASDAQ:AMZN).\nNone of the kinds of positive things that are happening at GameStop are even close to being talked about at AMC. AMC has had thesame CEO since 2015. There is no change in business model, and now that he has cash from equity sales, thebest ideahe's come up with is just buying more movie theaters! Meanwhile, many of the most successful companies on the planet such as Disney(NYSE:DIS), Netflix(NASDAQ:NFLX)and Amazon are all developing streaming services to entertain customers at home - which keeps them from going to the movies.\nLikewise, the entire growth of the online gaming industry with services such as Twitch from Amazon and Microsoft(NASDAQ:MSFT)with Xbox is another substantial competitor getting in the way of customers going to the movies. All this is to say that the future is not getting brighter for AMC.\nConclusion\nMaybe AMC's share price will double next week. Maybe it will get cut in half. I don't know and neither does anyone else. But one month, one quarter or one year from now, shareholders will own a money-losing company in a fading industry at an extremely high valuation.\nI'm short shares in this stock because one day in the not-too-distant future, those shareholders will start selling, and then once the stock goes down regularly I expect them to start selling shares rapidly. Ultimately, I expect the shares to go back to the level they were at the end of 2019 - only when that happens, they won't be $7/share anymore. They'll be closer to $2.00.\nGood luck to all!","news_type":1,"symbols_score_info":{"AMC":0.9}},"isVote":1,"tweetType":1,"viewCount":766,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":185220284,"gmtCreate":1623654605748,"gmtModify":1634030588176,"author":{"id":"3583713903095207","authorId":"3583713903095207","name":"Dny","avatar":"https://static.tigerbbs.com/df94541de0876a6ec7f52cfea841f652","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583713903095207","idStr":"3583713903095207"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>Getting my space suit ready [Cool] [Cool] ","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>Getting my space suit ready [Cool] [Cool] ","text":"$AMC Entertainment(AMC)$Getting my space suit ready [Cool] [Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/185220284","isVote":1,"tweetType":1,"viewCount":852,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187627906,"gmtCreate":1623752960805,"gmtModify":1634029026839,"author":{"id":"3583713903095207","authorId":"3583713903095207","name":"Dny","avatar":"https://static.tigerbbs.com/df94541de0876a6ec7f52cfea841f652","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583713903095207","idStr":"3583713903095207"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>To.The.Moon. [贱笑]","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>To.The.Moon. [贱笑]","text":"$AMC Entertainment(AMC)$To.The.Moon. [贱笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/187627906","isVote":1,"tweetType":1,"viewCount":808,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":181335381,"gmtCreate":1623373437943,"gmtModify":1631886424296,"author":{"id":"3583713903095207","authorId":"3583713903095207","name":"Dny","avatar":"https://static.tigerbbs.com/df94541de0876a6ec7f52cfea841f652","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583713903095207","idStr":"3583713903095207"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OV8.SI\">$SHENG SIONG GROUP LTD(OV8.SI)$</a>[Serious] ","listText":"<a href=\"https://laohu8.com/S/OV8.SI\">$SHENG SIONG GROUP LTD(OV8.SI)$</a>[Serious] ","text":"$SHENG SIONG GROUP LTD(OV8.SI)$[Serious]","images":[{"img":"https://static.tigerbbs.com/31851d2a1c4099935b04903fce6a3f96","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/181335381","isVote":1,"tweetType":1,"viewCount":613,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":170572812,"gmtCreate":1626444268636,"gmtModify":1631891549477,"author":{"id":"3583713903095207","authorId":"3583713903095207","name":"Dny","avatar":"https://static.tigerbbs.com/df94541de0876a6ec7f52cfea841f652","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583713903095207","idStr":"3583713903095207"},"themes":[],"htmlText":"Here goes the Fool again [Anger] ","listText":"Here goes the Fool again [Anger] ","text":"Here goes the Fool again [Anger]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/170572812","repostId":"2151450981","repostType":4,"isVote":1,"tweetType":1,"viewCount":862,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156698822,"gmtCreate":1625215892766,"gmtModify":1631892718066,"author":{"id":"3583713903095207","authorId":"3583713903095207","name":"Dny","avatar":"https://static.tigerbbs.com/df94541de0876a6ec7f52cfea841f652","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583713903095207","idStr":"3583713903095207"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>Lots of mossie are out spreading fear","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>Lots of mossie are out spreading fear","text":"$AMC Entertainment(AMC)$Lots of mossie are out spreading fear","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/156698822","isVote":1,"tweetType":1,"viewCount":835,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3584150070429511","authorId":"3584150070429511","name":"小利弗莫尔","avatar":"https://static.tigerbbs.com/1c24b6454dce011e15b54cfdb3e1e4e4","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3584150070429511","idStr":"3584150070429511"},"content":"不用忽悠中国人接盘","text":"不用忽悠中国人接盘","html":"不用忽悠中国人接盘"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188204639,"gmtCreate":1623440530321,"gmtModify":1634033171361,"author":{"id":"3583713903095207","authorId":"3583713903095207","name":"Dny","avatar":"https://static.tigerbbs.com/df94541de0876a6ec7f52cfea841f652","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583713903095207","idStr":"3583713903095207"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>[哇塞] 50[哇塞]","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>[哇塞] 50[哇塞]","text":"$AMC Entertainment(AMC)$[哇塞] 50[哇塞]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/188204639","isVote":1,"tweetType":1,"viewCount":571,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":171962131,"gmtCreate":1626702954623,"gmtModify":1631891549474,"author":{"id":"3583713903095207","authorId":"3583713903095207","name":"Dny","avatar":"https://static.tigerbbs.com/df94541de0876a6ec7f52cfea841f652","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583713903095207","idStr":"3583713903095207"},"themes":[],"htmlText":"Fools….again 😡","listText":"Fools….again 😡","text":"Fools….again 😡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/171962131","repostId":"1143265655","repostType":4,"repost":{"id":"1143265655","kind":"news","pubTimestamp":1626702580,"share":"https://www.laohu8.com/m/news/1143265655?lang=zh_CN&edition=full","pubTime":"2021-07-19 21:49","market":"us","language":"en","title":"AMC fell nearly 9% in morning trading<blockquote>AMC早盘跌近9%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1143265655","media":"Motley Fool","summary":"(July 19) AMC fell nearly 9% in morning trading. Is There Any Hope Left for AMC Entertainment Stock?","content":"<p>(July 19) AMC fell nearly 9% in morning trading. Is There Any Hope Left for AMC Entertainment Stock?</p><p><blockquote>(7月19日)AMC早盘跌近9%AMC院线股票还有希望吗?</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c568be01ed9cf916d7a574a56c1e7402\" tg-width=\"642\" tg-height=\"460\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The company's short squeeze is rapidly losing momentum. <b>Key Points</b></p><p><blockquote>该公司的空头挤压正在迅速失去动力。<b>要点</b></blockquote></p><p> <ul> <li>AMC may not have enough cash to fund research and development efforts to compete with movie-streaming services.</li> <li>The spread of more contagious variants of the coronavirus could thwart theater traffic and offset rising demand from movie backlogs.</li> </ul> </p><p><blockquote><ul><li>AMC可能没有足够的现金来资助研发工作以与电影流媒体服务竞争。</li><li>传染性更强的冠状病毒变种的传播可能会阻碍影院客流量,并抵消电影积压带来的需求增长。</li></ul></blockquote></p><p> The traders of Reddit's Wall Street Bets community shocked the investment world this year by bidding up<b>AMC Entertainment</b>(NYSE:AMC), sending shares higher by nearly 3,000% at one point. However, at Friday's prices, the stock was down more than 40% from its June highs.</p><p><blockquote>Reddit华尔街投注社区的交易员今年的出价震惊了投资界<b>AMC院线</b>(纽约证券交易所股票代码:AMC),股价一度上涨近3,000%。然而,以周五的价格计算,该股较6月份的高点下跌了40%以上。</blockquote></p><p> Many traders held a \"buy first, ask questions later\" mentality when opening up a stake. But now, the time for questions has come.Can AMC deliversustained growthover the long term?</p><p><blockquote>许多交易者在建仓时抱着“先买入,后提问”的心态。但现在,提问的时候到了。AMC能否实现长期持续增长?</blockquote></p><p> <b>Upcoming catalysts</b></p><p><blockquote><b>即将推出的催化剂</b></blockquote></p><p> The COVID-19 pandemic has created a massive backlog of unreleased films. Production delays have played a role, but studio executives have also postponed releases until theaters reopened to maximize revenue. Over the next year, a number of big franchises will have new installments, including<i>Jurassic Park</i>,<i>Batman</i>,<i>Transformers</i>,<i>John Wick</i>,<i>Avatar</i>,<i>Indiana Jones</i>,<i>Mission</i><i>Impossible</i>, and Marvel. Keep in mind that AMC is the largest theater chain in the country, with over 60% market share. So there's no doubt there would be an impressive boost to the company's bottom line when these movies hit the theaters (keep in mind that AMC's business wasn't consistently profitable before COVID, so even a blockbuster year may not be a sure thing).</p><p><blockquote>新冠肺炎疫情已经积压了大量未上映的电影。制作延迟起到了一定作用,但电影公司高管也推迟了上映,直到影院重新开放,以最大限度地提高收入。明年,许多大型特许经营店将推出新的分期付款,包括<i>侏罗纪公园</i>,<i>蝙蝠侠</i>,<i>变形人</i>,<i>约翰·威克</i>,<i>阿凡达</i>,<i>印第安纳·琼斯</i>,<i>任务</i><i>不可能的</i>,还有漫威。请记住,AMC是美国最大的连锁影院,拥有超过60%的市场份额。因此,毫无疑问,当这些电影上映时,公司的利润将得到令人印象深刻的提升(请记住,AMC的业务在新冠疫情之前并没有持续盈利,因此即使是一鸣惊人的一年也可能不是板上钉钉的事情)。</blockquote></p><p> In addition, AMC may have been saved simply by the efforts of Reddit traders to boost the stock. Thanks to a high stock price, AMC raised $1.246 billion in cash via equity offerings in the second quarter alone. That increased its total liquidity to over $2 billion, against $5.5 billion of long-term debt.</p><p><blockquote>此外,AMC可能只是因为Reddit交易员提振股价的努力而得救。得益于高股价,AMC仅在第二季度就通过股票发行筹集了12.46亿美元现金。这使得其流动性总额超过20亿美元,而长期债务为55亿美元。</blockquote></p><p> If AMC used the cash to pay back debt, then the return on investment would be immediate (we'll have to wait until second-quarter earnings on Aug. 5 to learn more). The average interest rate of AMC's debt exceeds 10%, and interest payments outweighed total revenue in the first quarter. Moreover, Adam Aron, the company's CEO, announced on July 6 that he would scrap a plan to issue 25 million additional shares. Aron does not anticipate any other stock offerings in 2021, which suggests the company believes its turnaround is on track. The company is acting as if it believes it has enough cash to execute its plans for now.</p><p><blockquote>如果AMC用现金偿还债务,那么投资回报将是立竿见影的(我们必须等到8月5日的第二季度财报才能了解更多信息)。AMC债务平均利率超过10%,一季度利息支付超过总收入。此外,该公司首席执行官Adam Aron于7月6日宣布,将取消增发2500万股股票的计划。Aron预计2021年不会发行任何其他股票,这表明该公司相信其扭亏为盈已步入正轨。该公司表现得好像它相信自己目前有足够的现金来执行其计划。</blockquote></p><p> <b>Upcoming inhibitors</b></p><p><blockquote><b>即将推出的抑制剂</b></blockquote></p><p> A major risk ahead for AMC is the spread of the delta and lambda coronavirus variants in the country. Moviegoers may be inclined to stay at home and watch new releases on streaming services instead, especially when it comes to new releases available to both channels. As a result, don't expect the company's traffic to rebound to pre-pandemic levels anytime soon.</p><p><blockquote>AMC面临的一个主要风险是delta和lambda冠状病毒变种在该国的传播。电影观众可能倾向于呆在家里,在流媒体服务上观看新版本,尤其是当涉及到两个频道都可以观看的新版本时。因此,不要指望该公司的流量会很快反弹到大流行前的水平。</blockquote></p><p> In addition, it's not clear yet how the company could sustain its growth or earnings in the long term. After the movie backlog clears up, AMC would be competing with multiple movie-streaming services and home-entertainment enthusiasts for traffic. But it can't spare much cash for the sake of innovation; the company still needs to generate cash flow to pay off its ballooning debt stack. On top of that, it still owes $400 million in rent to theater landlords due to the lockdowns in the past year.</p><p><blockquote>此外,目前尚不清楚该公司如何长期维持增长或盈利。电影积压清理后,AMC将与多家电影流媒体服务和家庭娱乐爱好者争夺流量。但它不能为了创新而腾出太多现金;该公司仍需要产生现金流来偿还不断膨胀的债务。除此之外,由于过去一年的封锁,该公司仍欠剧院房东4亿美元的租金。</blockquote></p><p> <b>The missing element</b></p><p><blockquote><b>缺失的元素</b></blockquote></p><p> The problem of achieving innovation is a big one in the long run, and AMC is stuck in a catch-22. There isn't anything stopping AMC from launching a paid subscription streaming service for new movies. However, that will inevitably cannibalize revenue from its theaters, leading to a net-zero outcome.</p><p><blockquote>从长远来看,实现创新的问题是一个大问题,AMC陷入了第22条军规。没有什么可以阻止AMC为新电影推出付费订阅流媒体服务。然而,这将不可避免地蚕食其影院的收入,导致净零结果。</blockquote></p><p> Offering a subscription pass to its theaters wouldn't really work either. MoviePass had already attempted that. To match the value proposition of streaming services, the company had to price its pass at $10 per month, resulting in staggering losses before it went bankrupt.</p><p><blockquote>向其影院提供订阅通行证也不会真正奏效。MoviePass已经尝试过了。为了匹配流媒体服务的价值主张,该公司不得不将其通行证定价为每月10美元,导致破产前损失惊人。</blockquote></p><p> But the biggest killer of AMC's prospects going forward is probably a combination of 5G and synchronized viewing. For example, the social community platform Discord allows its users to stream movies via its screen-share feature. While the movie plays, users are free to talk with each other, eat their own food, and otherwise enjoy the experience in ways that might be taboo in an actual theatre.</p><p><blockquote>但AMC未来前景的最大杀手可能是5G和同步观看的结合。例如,社交社区平台Discord允许其用户通过其屏幕共享功能播放电影。当电影播放时,用户可以自由地相互交谈,吃自己的食物,或者以在实际影院中可能是禁忌的方式享受体验。</blockquote></p><p></p><p> With the rise of 5G, folks can watch movies via screen sharing just about anywhere. Bored while swimming in the lake? Just boot up your phone and watch a movie stream with friends. The best part is that the activity is free; intellectual property laws haven't caught on to the innovation yet, resulting in a grey area. At the end of the day, it would be extremely difficult for AMC to compete with these \"mini-virtual theaters\" where patrons can watch from anywhere and do whatever they like while watching.</p><p><blockquote>随着5G的兴起,人们几乎可以在任何地方通过屏幕共享观看电影。在湖里游泳时感到无聊?只需启动手机,和朋友一起看电影。最棒的是活动是免费的;知识产权法还没有抓住创新,导致了灰色地带。归根结底,AMC很难与这些“迷你虚拟影院”竞争,在这些“迷你虚拟影院”中,顾客可以在任何地方观看,并在观看时做任何他们喜欢的事情。</blockquote></p><p> <b>The verdict</b></p><p><blockquote><b>判决</b></blockquote></p><p> Since its inception, AMC has lost a cumulative $5.9 billion, and that number is growing. Investors should note that aside from another near-term spike/short squeeze, there are not many fundamentals backing the company's long-term prospects. In addition, its inability to devote cash to innovation will almost guarantee more revenue and bottom-line woes in the long run. That's on top of its inability to compete with peer-to-peer synchronized movie-viewing experiences. At a forward-looking price-to-sales (P/S) ratio over 8, AMC stock looks incredibly expensive for a company that could yet fall off another cliff in terms of growth. Long-term investors looking forways to profit from the reopening economyshould stay away.</p><p><blockquote>自成立以来,AMC已累计亏损59亿美元,而且这个数字还在增长。投资者应该注意,除了近期的另一次飙升/轧空之外,没有太多基本面支持该公司的长期前景。此外,从长远来看,它无法将现金投入创新几乎肯定会带来更多收入和利润困境。除此之外,它还无法与点对点同步观影体验竞争。AMC的前瞻性市销率(P/S)超过8,对于一家在增长方面可能会跌落另一个悬崖的公司来说,AMC股票看起来非常昂贵。寻求从重新开放的经济中获利的长期投资者应该远离。</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>AMC fell nearly 9% in morning trading<blockquote>AMC早盘跌近9%</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\">\nAMC fell nearly 9% in morning trading<blockquote>AMC早盘跌近9%</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\">2021-07-19 21:49</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(July 19) AMC fell nearly 9% in morning trading. Is There Any Hope Left for AMC Entertainment Stock?</p><p><blockquote>(7月19日)AMC早盘跌近9%AMC院线股票还有希望吗?</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c568be01ed9cf916d7a574a56c1e7402\" tg-width=\"642\" tg-height=\"460\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The company's short squeeze is rapidly losing momentum. <b>Key Points</b></p><p><blockquote>该公司的空头挤压正在迅速失去动力。<b>要点</b></blockquote></p><p> <ul> <li>AMC may not have enough cash to fund research and development efforts to compete with movie-streaming services.</li> <li>The spread of more contagious variants of the coronavirus could thwart theater traffic and offset rising demand from movie backlogs.</li> </ul> </p><p><blockquote><ul><li>AMC可能没有足够的现金来资助研发工作以与电影流媒体服务竞争。</li><li>传染性更强的冠状病毒变种的传播可能会阻碍影院客流量,并抵消电影积压带来的需求增长。</li></ul></blockquote></p><p> The traders of Reddit's Wall Street Bets community shocked the investment world this year by bidding up<b>AMC Entertainment</b>(NYSE:AMC), sending shares higher by nearly 3,000% at one point. However, at Friday's prices, the stock was down more than 40% from its June highs.</p><p><blockquote>Reddit华尔街投注社区的交易员今年的出价震惊了投资界<b>AMC院线</b>(纽约证券交易所股票代码:AMC),股价一度上涨近3,000%。然而,以周五的价格计算,该股较6月份的高点下跌了40%以上。</blockquote></p><p> Many traders held a \"buy first, ask questions later\" mentality when opening up a stake. But now, the time for questions has come.Can AMC deliversustained growthover the long term?</p><p><blockquote>许多交易者在建仓时抱着“先买入,后提问”的心态。但现在,提问的时候到了。AMC能否实现长期持续增长?</blockquote></p><p> <b>Upcoming catalysts</b></p><p><blockquote><b>即将推出的催化剂</b></blockquote></p><p> The COVID-19 pandemic has created a massive backlog of unreleased films. Production delays have played a role, but studio executives have also postponed releases until theaters reopened to maximize revenue. Over the next year, a number of big franchises will have new installments, including<i>Jurassic Park</i>,<i>Batman</i>,<i>Transformers</i>,<i>John Wick</i>,<i>Avatar</i>,<i>Indiana Jones</i>,<i>Mission</i><i>Impossible</i>, and Marvel. Keep in mind that AMC is the largest theater chain in the country, with over 60% market share. So there's no doubt there would be an impressive boost to the company's bottom line when these movies hit the theaters (keep in mind that AMC's business wasn't consistently profitable before COVID, so even a blockbuster year may not be a sure thing).</p><p><blockquote>新冠肺炎疫情已经积压了大量未上映的电影。制作延迟起到了一定作用,但电影公司高管也推迟了上映,直到影院重新开放,以最大限度地提高收入。明年,许多大型特许经营店将推出新的分期付款,包括<i>侏罗纪公园</i>,<i>蝙蝠侠</i>,<i>变形人</i>,<i>约翰·威克</i>,<i>阿凡达</i>,<i>印第安纳·琼斯</i>,<i>任务</i><i>不可能的</i>,还有漫威。请记住,AMC是美国最大的连锁影院,拥有超过60%的市场份额。因此,毫无疑问,当这些电影上映时,公司的利润将得到令人印象深刻的提升(请记住,AMC的业务在新冠疫情之前并没有持续盈利,因此即使是一鸣惊人的一年也可能不是板上钉钉的事情)。</blockquote></p><p> In addition, AMC may have been saved simply by the efforts of Reddit traders to boost the stock. Thanks to a high stock price, AMC raised $1.246 billion in cash via equity offerings in the second quarter alone. That increased its total liquidity to over $2 billion, against $5.5 billion of long-term debt.</p><p><blockquote>此外,AMC可能只是因为Reddit交易员提振股价的努力而得救。得益于高股价,AMC仅在第二季度就通过股票发行筹集了12.46亿美元现金。这使得其流动性总额超过20亿美元,而长期债务为55亿美元。</blockquote></p><p> If AMC used the cash to pay back debt, then the return on investment would be immediate (we'll have to wait until second-quarter earnings on Aug. 5 to learn more). The average interest rate of AMC's debt exceeds 10%, and interest payments outweighed total revenue in the first quarter. Moreover, Adam Aron, the company's CEO, announced on July 6 that he would scrap a plan to issue 25 million additional shares. Aron does not anticipate any other stock offerings in 2021, which suggests the company believes its turnaround is on track. The company is acting as if it believes it has enough cash to execute its plans for now.</p><p><blockquote>如果AMC用现金偿还债务,那么投资回报将是立竿见影的(我们必须等到8月5日的第二季度财报才能了解更多信息)。AMC债务平均利率超过10%,一季度利息支付超过总收入。此外,该公司首席执行官Adam Aron于7月6日宣布,将取消增发2500万股股票的计划。Aron预计2021年不会发行任何其他股票,这表明该公司相信其扭亏为盈已步入正轨。该公司表现得好像它相信自己目前有足够的现金来执行其计划。</blockquote></p><p> <b>Upcoming inhibitors</b></p><p><blockquote><b>即将推出的抑制剂</b></blockquote></p><p> A major risk ahead for AMC is the spread of the delta and lambda coronavirus variants in the country. Moviegoers may be inclined to stay at home and watch new releases on streaming services instead, especially when it comes to new releases available to both channels. As a result, don't expect the company's traffic to rebound to pre-pandemic levels anytime soon.</p><p><blockquote>AMC面临的一个主要风险是delta和lambda冠状病毒变种在该国的传播。电影观众可能倾向于呆在家里,在流媒体服务上观看新版本,尤其是当涉及到两个频道都可以观看的新版本时。因此,不要指望该公司的流量会很快反弹到大流行前的水平。</blockquote></p><p> In addition, it's not clear yet how the company could sustain its growth or earnings in the long term. After the movie backlog clears up, AMC would be competing with multiple movie-streaming services and home-entertainment enthusiasts for traffic. But it can't spare much cash for the sake of innovation; the company still needs to generate cash flow to pay off its ballooning debt stack. On top of that, it still owes $400 million in rent to theater landlords due to the lockdowns in the past year.</p><p><blockquote>此外,目前尚不清楚该公司如何长期维持增长或盈利。电影积压清理后,AMC将与多家电影流媒体服务和家庭娱乐爱好者争夺流量。但它不能为了创新而腾出太多现金;该公司仍需要产生现金流来偿还不断膨胀的债务。除此之外,由于过去一年的封锁,该公司仍欠剧院房东4亿美元的租金。</blockquote></p><p> <b>The missing element</b></p><p><blockquote><b>缺失的元素</b></blockquote></p><p> The problem of achieving innovation is a big one in the long run, and AMC is stuck in a catch-22. There isn't anything stopping AMC from launching a paid subscription streaming service for new movies. However, that will inevitably cannibalize revenue from its theaters, leading to a net-zero outcome.</p><p><blockquote>从长远来看,实现创新的问题是一个大问题,AMC陷入了第22条军规。没有什么可以阻止AMC为新电影推出付费订阅流媒体服务。然而,这将不可避免地蚕食其影院的收入,导致净零结果。</blockquote></p><p> Offering a subscription pass to its theaters wouldn't really work either. MoviePass had already attempted that. To match the value proposition of streaming services, the company had to price its pass at $10 per month, resulting in staggering losses before it went bankrupt.</p><p><blockquote>向其影院提供订阅通行证也不会真正奏效。MoviePass已经尝试过了。为了匹配流媒体服务的价值主张,该公司不得不将其通行证定价为每月10美元,导致破产前损失惊人。</blockquote></p><p> But the biggest killer of AMC's prospects going forward is probably a combination of 5G and synchronized viewing. For example, the social community platform Discord allows its users to stream movies via its screen-share feature. While the movie plays, users are free to talk with each other, eat their own food, and otherwise enjoy the experience in ways that might be taboo in an actual theatre.</p><p><blockquote>但AMC未来前景的最大杀手可能是5G和同步观看的结合。例如,社交社区平台Discord允许其用户通过其屏幕共享功能播放电影。当电影播放时,用户可以自由地相互交谈,吃自己的食物,或者以在实际影院中可能是禁忌的方式享受体验。</blockquote></p><p></p><p> With the rise of 5G, folks can watch movies via screen sharing just about anywhere. Bored while swimming in the lake? Just boot up your phone and watch a movie stream with friends. The best part is that the activity is free; intellectual property laws haven't caught on to the innovation yet, resulting in a grey area. At the end of the day, it would be extremely difficult for AMC to compete with these \"mini-virtual theaters\" where patrons can watch from anywhere and do whatever they like while watching.</p><p><blockquote>随着5G的兴起,人们几乎可以在任何地方通过屏幕共享观看电影。在湖里游泳时感到无聊?只需启动手机,和朋友一起看电影。最棒的是活动是免费的;知识产权法还没有抓住创新,导致了灰色地带。归根结底,AMC很难与这些“迷你虚拟影院”竞争,在这些“迷你虚拟影院”中,顾客可以在任何地方观看,并在观看时做任何他们喜欢的事情。</blockquote></p><p> <b>The verdict</b></p><p><blockquote><b>判决</b></blockquote></p><p> Since its inception, AMC has lost a cumulative $5.9 billion, and that number is growing. Investors should note that aside from another near-term spike/short squeeze, there are not many fundamentals backing the company's long-term prospects. In addition, its inability to devote cash to innovation will almost guarantee more revenue and bottom-line woes in the long run. That's on top of its inability to compete with peer-to-peer synchronized movie-viewing experiences. At a forward-looking price-to-sales (P/S) ratio over 8, AMC stock looks incredibly expensive for a company that could yet fall off another cliff in terms of growth. Long-term investors looking forways to profit from the reopening economyshould stay away.</p><p><blockquote>自成立以来,AMC已累计亏损59亿美元,而且这个数字还在增长。投资者应该注意,除了近期的另一次飙升/轧空之外,没有太多基本面支持该公司的长期前景。此外,从长远来看,它无法将现金投入创新几乎肯定会带来更多收入和利润困境。除此之外,它还无法与点对点同步观影体验竞争。AMC的前瞻性市销率(P/S)超过8,对于一家在增长方面可能会跌落另一个悬崖的公司来说,AMC股票看起来非常昂贵。寻求从重新开放的经济中获利的长期投资者应该远离。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/07/17/is-there-any-hope-left-for-amc-entertainment-stock/?source=eptyholnk0000202&utm_source=yahoo-host&utm_medium=feed&utm_campaign=article\">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":{"AMC":"AMC院线"},"source_url":"https://www.fool.com/investing/2021/07/17/is-there-any-hope-left-for-amc-entertainment-stock/?source=eptyholnk0000202&utm_source=yahoo-host&utm_medium=feed&utm_campaign=article","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143265655","content_text":"(July 19) AMC fell nearly 9% in morning trading. Is There Any Hope Left for AMC Entertainment Stock?\n\n\n The company's short squeeze is rapidly losing momentum.\n\nKey Points\n\nAMC may not have enough cash to fund research and development efforts to compete with movie-streaming services.\nThe spread of more contagious variants of the coronavirus could thwart theater traffic and offset rising demand from movie backlogs.\n\n\nThe traders of Reddit's Wall Street Bets community shocked the investment world this year by bidding upAMC Entertainment(NYSE:AMC), sending shares higher by nearly 3,000% at one point. However, at Friday's prices, the stock was down more than 40% from its June highs.\nMany traders held a \"buy first, ask questions later\" mentality when opening up a stake. But now, the time for questions has come.Can AMC deliversustained growthover the long term?\nUpcoming catalysts\nThe COVID-19 pandemic has created a massive backlog of unreleased films. Production delays have played a role, but studio executives have also postponed releases until theaters reopened to maximize revenue. Over the next year, a number of big franchises will have new installments, includingJurassic Park,Batman,Transformers,John Wick,Avatar,Indiana Jones,MissionImpossible, and Marvel. Keep in mind that AMC is the largest theater chain in the country, with over 60% market share. So there's no doubt there would be an impressive boost to the company's bottom line when these movies hit the theaters (keep in mind that AMC's business wasn't consistently profitable before COVID, so even a blockbuster year may not be a sure thing).\nIn addition, AMC may have been saved simply by the efforts of Reddit traders to boost the stock. Thanks to a high stock price, AMC raised $1.246 billion in cash via equity offerings in the second quarter alone. That increased its total liquidity to over $2 billion, against $5.5 billion of long-term debt.\nIf AMC used the cash to pay back debt, then the return on investment would be immediate (we'll have to wait until second-quarter earnings on Aug. 5 to learn more). The average interest rate of AMC's debt exceeds 10%, and interest payments outweighed total revenue in the first quarter. Moreover, Adam Aron, the company's CEO, announced on July 6 that he would scrap a plan to issue 25 million additional shares. Aron does not anticipate any other stock offerings in 2021, which suggests the company believes its turnaround is on track. The company is acting as if it believes it has enough cash to execute its plans for now.\nUpcoming inhibitors\nA major risk ahead for AMC is the spread of the delta and lambda coronavirus variants in the country. Moviegoers may be inclined to stay at home and watch new releases on streaming services instead, especially when it comes to new releases available to both channels. As a result, don't expect the company's traffic to rebound to pre-pandemic levels anytime soon.\nIn addition, it's not clear yet how the company could sustain its growth or earnings in the long term. After the movie backlog clears up, AMC would be competing with multiple movie-streaming services and home-entertainment enthusiasts for traffic. But it can't spare much cash for the sake of innovation; the company still needs to generate cash flow to pay off its ballooning debt stack. On top of that, it still owes $400 million in rent to theater landlords due to the lockdowns in the past year.\nThe missing element\nThe problem of achieving innovation is a big one in the long run, and AMC is stuck in a catch-22. There isn't anything stopping AMC from launching a paid subscription streaming service for new movies. However, that will inevitably cannibalize revenue from its theaters, leading to a net-zero outcome.\nOffering a subscription pass to its theaters wouldn't really work either. MoviePass had already attempted that. To match the value proposition of streaming services, the company had to price its pass at $10 per month, resulting in staggering losses before it went bankrupt.\nBut the biggest killer of AMC's prospects going forward is probably a combination of 5G and synchronized viewing. For example, the social community platform Discord allows its users to stream movies via its screen-share feature. While the movie plays, users are free to talk with each other, eat their own food, and otherwise enjoy the experience in ways that might be taboo in an actual theatre.\nWith the rise of 5G, folks can watch movies via screen sharing just about anywhere. Bored while swimming in the lake? Just boot up your phone and watch a movie stream with friends. The best part is that the activity is free; intellectual property laws haven't caught on to the innovation yet, resulting in a grey area. At the end of the day, it would be extremely difficult for AMC to compete with these \"mini-virtual theaters\" where patrons can watch from anywhere and do whatever they like while watching.\nThe verdict\nSince its inception, AMC has lost a cumulative $5.9 billion, and that number is growing. Investors should note that aside from another near-term spike/short squeeze, there are not many fundamentals backing the company's long-term prospects. In addition, its inability to devote cash to innovation will almost guarantee more revenue and bottom-line woes in the long run. That's on top of its inability to compete with peer-to-peer synchronized movie-viewing experiences. At a forward-looking price-to-sales (P/S) ratio over 8, AMC stock looks incredibly expensive for a company that could yet fall off another cliff in terms of growth. Long-term investors looking forways to profit from the reopening economyshould stay away.","news_type":1,"symbols_score_info":{"AMC":0.9}},"isVote":1,"tweetType":1,"viewCount":303,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":157076868,"gmtCreate":1625558480054,"gmtModify":1631891549485,"author":{"id":"3583713903095207","authorId":"3583713903095207","name":"Dny","avatar":"https://static.tigerbbs.com/df94541de0876a6ec7f52cfea841f652","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583713903095207","idStr":"3583713903095207"},"themes":[],"htmlText":"collect coins","listText":"collect coins","text":"collect coins","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/157076868","repostId":"2149033827","repostType":4,"isVote":1,"tweetType":1,"viewCount":741,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168002130,"gmtCreate":1623942635620,"gmtModify":1634025501865,"author":{"id":"3583713903095207","authorId":"3583713903095207","name":"Dny","avatar":"https://static.tigerbbs.com/df94541de0876a6ec7f52cfea841f652","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583713903095207","idStr":"3583713903095207"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>!!!!! 60 !!!!!![得意]","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>!!!!! 60 !!!!!![得意]","text":"$AMC Entertainment(AMC)$!!!!! 60 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[OMG] [Spurting] ","listText":"[Surprised] [OMG] [Spurting] ","text":"[Surprised] [OMG] [Spurting]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/156513131","repostId":"1120069636","repostType":4,"repost":{"id":"1120069636","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":1625229204,"share":"https://www.laohu8.com/m/news/1120069636?lang=zh_CN&edition=full","pubTime":"2021-07-02 20:33","market":"us","language":"en","title":"Tesla Q2 2021 produced and delivered over 200,000 vehicles<blockquote>特斯拉2021年Q2生产交付超20万辆</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1120069636","media":"Tiger Newspress","summary":"Tesla Inc on Friday posted a record 201,250 vehicle deliveries for the second quarter, beating Wall ","content":"<p>Tesla Inc on Friday posted a record 201,250 vehicle deliveries for the second quarter, beating Wall Street estimates, despite Chief Executive Officer Elon Musk's earlier warnings about a shortage of chips and raw materials.</p><p><blockquote>特斯拉公司周五公布第二季度汽车交付量达到创纪录的201,250辆,超出华尔街预期,尽管首席执行官Elon Musk早些时候警告芯片和原材料短缺。</blockquote></p><p> Analysts had expected the electric-car maker to deliver 200,258 vehicles, according to Refinitiv data.</p><p><blockquote>根据Refinitiv的数据,分析师此前预计这家电动汽车制造商将交付200,258辆汽车。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9611b4752891866d4583a65f27b75163\" tg-width=\"1030\" tg-height=\"243\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Tesla shares fell 0.64% in premarket trading.</p><p><blockquote>特斯拉股价在盘前交易中下跌0。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/737a9e557f3d740246a28b0faa8fcc42\" tg-width=\"1302\" tg-height=\"663\" referrerpolicy=\"no-referrer\"></p><p><blockquote></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>Tesla Q2 2021 produced and delivered over 200,000 vehicles<blockquote>特斯拉2021年Q2生产交付超20万辆</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Q2 2021 produced and delivered over 200,000 vehicles<blockquote>特斯拉2021年Q2生产交付超20万辆</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\">2021-07-02 20:33</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Tesla Inc on Friday posted a record 201,250 vehicle deliveries for the second quarter, beating Wall Street estimates, despite Chief Executive Officer Elon Musk's earlier warnings about a shortage of chips and raw materials.</p><p><blockquote>特斯拉公司周五公布第二季度汽车交付量达到创纪录的201,250辆,超出华尔街预期,尽管首席执行官Elon Musk早些时候警告芯片和原材料短缺。</blockquote></p><p> Analysts had expected the electric-car maker to deliver 200,258 vehicles, according to Refinitiv data.</p><p><blockquote>根据Refinitiv的数据,分析师此前预计这家电动汽车制造商将交付200,258辆汽车。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9611b4752891866d4583a65f27b75163\" tg-width=\"1030\" tg-height=\"243\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Tesla shares fell 0.64% in premarket trading.</p><p><blockquote>特斯拉股价在盘前交易中下跌0。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/737a9e557f3d740246a28b0faa8fcc42\" tg-width=\"1302\" tg-height=\"663\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120069636","content_text":"Tesla Inc on Friday posted a record 201,250 vehicle deliveries for the second quarter, beating Wall Street estimates, despite Chief Executive Officer Elon Musk's earlier warnings about a shortage of chips and raw materials.\nAnalysts had expected the electric-car maker to deliver 200,258 vehicles, according to Refinitiv data.\n\nTesla shares fell 0.64% in premarket trading.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156666724,"gmtCreate":1625218969968,"gmtModify":1631891549497,"author":{"id":"3583713903095207","authorId":"3583713903095207","name":"Dny","avatar":"https://static.tigerbbs.com/df94541de0876a6ec7f52cfea841f652","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583713903095207","idStr":"3583713903095207"},"themes":[],"htmlText":"Don’t know . don’t say . Don’t write . don’t haolian .","listText":"Don’t know . don’t say . Don’t write . don’t haolian .","text":"Don’t know . don’t say . Don’t write . don’t haolian .","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/156666724","repostId":"1121860286","repostType":2,"repost":{"id":"1121860286","kind":"news","pubTimestamp":1625212613,"share":"https://www.laohu8.com/m/news/1121860286?lang=zh_CN&edition=full","pubTime":"2021-07-02 15:56","market":"us","language":"en","title":"AMC: 'Record' Weekend Is Terrible News For The Stock<blockquote>AMC:“创纪录”的周末对该股来说是个坏消息</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1121860286","media":"seekingalpha","summary":"Summary\n\nAttendance of 2 million is terrible for AMC.\nThe company needs to more than double attendan","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Attendance of 2 million is terrible for AMC.</li> <li>The company needs to more than double attendance to return to 2019 - when it still lost money.</li> <li>Someday shares will fall 90% from this point.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/798af80ddf8412e6beabc5bf60891141\" tg-width=\"768\" tg-height=\"576\" referrerpolicy=\"no-referrer\"><span>RichLegg/E+ via Getty Images</span></p><p><blockquote><ul><li>200万的上座率对于AMC来说是可怕的。</li><li>该公司需要将出勤率增加一倍以上才能回到2019年——当时它仍然亏损。</li><li>总有一天,股价将从这一点下跌90%。</li></ul><p class=\"t-img-caption\"><span>RichLegg/E+来自盖蒂图片社</span></p></blockquote></p><p> I'm pretty bad at predicting what makes AMC Entertainment(NYSE:AMC)go up or down in the short term. After all, I said to short it at $26/share (Short Squeeze Presents Many Ways to Make Money) and then explained why there was no fundamental news behind the run up at $58/share (Recent Events are Just Re-Runs). But I'm pretty good at reading press releases, news articles and financial statements, and it's clear from recent news just how big a hole AMC has to climb out of on an operating basis.</p><p><blockquote>我不太擅长预测AMC院线(纽约证券交易所股票代码:AMC)短期内上涨或下跌的原因。毕竟,我说在26美元/股做空它(轧空提供了许多赚钱的方法),然后解释了为什么在58美元/股的上涨背后没有基本面消息(最近的事件只是重新运行)。但我很擅长阅读新闻稿、新闻文章和财务报表,从最近的新闻中可以清楚地看出,AMC在运营基础上必须爬出多大的漏洞。</blockquote></p><p> <b>Attendance at theaters is terrible and AMC will continue to lose money</b></p><p><blockquote><b>影院上座率惨淡AMC将继续亏损</b></blockquote></p><p> On Monday, AMC put out a press release touting its \"post-reopening record\" of 2 million attendees and highlighting the biggest box office draw \"Fast and the Furious 9\" which grossed $70 million:</p><p><blockquote>周一,AMC发布了一份新闻稿,宣传其200万观众的“重新开放后记录”,并强调了票房最高的《速度与激情9》,票房收入为7000万美元:</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c6c54d7e40d29666bf8b78f554f233e9\" tg-width=\"640\" tg-height=\"83\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b9f8c597b1ba417c6b478358caa9cc7\" tg-width=\"640\" tg-height=\"62\" referrerpolicy=\"no-referrer\"><span>Source: Businesswire</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源:Businesswire</span></p></blockquote></p><p> For reasons that should be clear to all,these numbers are terrible. As you can see from the company's earnings release showing results for 2018 and 2019:</p><p><blockquote>出于所有人都应该清楚的原因,这些数字是可怕的。从该公司2018年和2019年业绩的财报中可以看出:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b604e216de76939782f86a868e40889d\" tg-width=\"640\" tg-height=\"412\"><span>Source: AMC Entertainment</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:AMC院线</span></p></blockquote></p><p> The pace for attendance in 2019 was 250 million in the US, or 4.8 million customers per week and in 2018 it was 4.9 million customers. So it's very nice to learn that 2 million customers is the largest number of people to see a movie at AMC since COVID-19 led to lockdowns, but the real numbers mean show attendance is down almost 60% from 2018 and 2019.</p><p><blockquote>2019年美国的出席率为2.5亿,即每周480万客户,2018年为490万客户。因此,很高兴得知200万顾客是自新冠肺炎导致封锁以来在AMC看电影的人数最多的一次,但实际数字意味着放映上座率比2018年和2019年下降了近60%。</blockquote></p><p> As you can see above, 2018 and 2019 were not great years for the company, either. AMC lost $149 million in the second of two years and made $110 million in the first one. At the end of 2019, the stock price of a money-losing AMC was just over $7/share. Bullish shareholders (\"Apes\" as they style themselves) are excited about the move of more than 700% to this week's price of over $55/share:</p><p><blockquote>正如您在上面看到的,2018年和2019年对该公司来说也不是很好的年份。AMC在两年的第二年亏损1.49亿美元,第一年盈利1.1亿美元。2019年底,一家亏损的AMC股价刚刚超过7美元/股。看涨的股东(他们自称为“猿”)对本周超过55美元/股的价格上涨超过700%感到兴奋:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1ce4607284db107f9758f4735a99ccd3\" tg-width=\"640\" tg-height=\"331\"><span>Source: Koyfin</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:Koyfin</span></p></blockquote></p><p> But what many of them don't seem to be paying attention to is the market capitalization. As you can see in the chart above, increasing the share count from 100 million to almost 480 million shares outstanding in the last year has pushed the market cap far higher leading to an increase of almost 3,900%.</p><p><blockquote>但他们中的许多人似乎没有注意到的是市值。如上图所示,去年流通股数量从1亿股增加到近4.8亿股,推动市值大幅上涨,涨幅近3,900%。</blockquote></p><p> This kind of securities analysis is not \"optional\" and shareholders are now paying almost 40 times as much to own this company as they did at the end of the last full year before COVID-19.</p><p><blockquote>这种证券分析不是“可选的”,股东现在为拥有这家公司支付的费用几乎是COVID-19之前最后一个全年年底的40倍。</blockquote></p><p> <b>Not all MemeStocks are created Equal</b></p><p><blockquote><b>并非所有模因股票都是平等的</b></blockquote></p><p> The first \"memestock\" to capture everyone's attention this year was GameStop (GME). After a number of years of declining sales, a new class of investors such as Chewy founder Ryan took interest in the company and eventually took over the board of directors. At the same time this change in leadership was underway, a number of hedge funds who had been short the stock began losing money at an alarming clip.</p><p><blockquote>今年第一个引起大家注意的“模因股”是游戏驿站(GME)。经过多年的销售额下降后,Chewy创始人Ryan等新一代投资者对该公司产生了兴趣,并最终接管了董事会。在领导层变动的同时,一些做空该股的对冲基金开始以惊人的速度亏损。</blockquote></p><p> In the popular imagination, the rise in GameStop shares was a win for retail investors sharing information on Reddit such as the now-famous \"Roaring Kitty,\" but the evidence is the biggest winners were in fact other hedge funds (see \"This Hedge Fund Made $700 million on GameStop\"). Since Cohen took over the company, he is shifting its business model to online sales and hiring executives from leading companies such as Amazon(NASDAQ:AMZN).</p><p><blockquote>在大众的想象中,游戏驿站股价的上涨是在Reddit上分享信息的散户投资者的胜利,例如现在著名的“咆哮的小猫”,但证据是最大的赢家实际上是其他对冲基金(见“这家对冲基金在游戏驿站赚了7亿美元”)。自从科恩接管该公司以来,他正在将其商业模式转向在线销售,并从亚马逊(纳斯达克:AMZN)等领先公司聘请高管。</blockquote></p><p> None of the kinds of positive things that are happening at GameStop are even close to being talked about at AMC. AMC has had thesame CEO since 2015. There is no change in business model, and now that he has cash from equity sales, thebest ideahe's come up with is just buying more movie theaters! Meanwhile, many of the most successful companies on the planet such as Disney(NYSE:DIS), Netflix(NASDAQ:NFLX)and Amazon are all developing streaming services to entertain customers at home - which keeps them from going to the movies.</p><p><blockquote>游戏驿站发生的任何积极的事情都没有在AMC上被谈论过。自2015年以来,AMC一直担任同一位首席执行官。商业模式没有改变,现在他从股权出售中获得了现金,他想出的最好的主意就是购买更多的电影院!与此同时,地球上许多最成功的公司,例如Disney(纽约证券交易所股票代码:DIS)、Netflix(纳斯达克股票代码:NFLX)和Amazon都在开发流媒体服务来娱乐在家的客户,这使得他们无法去看电影。</blockquote></p><p></p><p> Likewise, the entire growth of the online gaming industry with services such as Twitch from Amazon and Microsoft(NASDAQ:MSFT)with Xbox is another substantial competitor getting in the way of customers going to the movies. All this is to say that the future is not getting brighter for AMC.</p><p><blockquote>同样,在线游戏行业的整体增长(例如Amazon的Twitch和微软(纳斯达克:MSFT)的Xbox)是另一个阻碍客户看电影的重要竞争对手。这一切都表明,AMC的未来并没有变得更加光明。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> Maybe AMC's share price will double next week. Maybe it will get cut in half. I don't know and neither does anyone else. But one month, one quarter or one year from now, shareholders will own a money-losing company in a fading industry at an extremely high valuation.</p><p><blockquote>也许下周AMC的股价会翻倍。也许它会被切成两半。我不知道,其他人也不知道。但从现在起一个月、一个季度或一年后,股东们将以极高的估值拥有一家处于衰落行业的亏损公司。</blockquote></p><p> I'm short shares in this stock because one day in the not-too-distant future, those shareholders will start selling, and then once the stock goes down regularly I expect them to start selling shares rapidly. Ultimately, I expect the shares to go back to the level they were at the end of 2019 - only when that happens, they won't be $7/share anymore. They'll be closer to $2.00.</p><p><blockquote>我做空这只股票,因为在不久的将来有一天,这些股东将开始出售,然后一旦股票定期下跌,我预计他们将开始迅速出售股票。最终,我预计股价将回到2019年底的水平——只是当这种情况发生时,股价将不再是7美元/股。它们将接近2美元。</blockquote></p><p> Good luck to all!</p><p><blockquote>祝大家好运!</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>AMC: 'Record' Weekend Is Terrible News For The Stock<blockquote>AMC:“创纪录”的周末对该股来说是个坏消息</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; 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\">\nAMC: 'Record' Weekend Is Terrible News For The Stock<blockquote>AMC:“创纪录”的周末对该股来说是个坏消息</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 15:56</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>Attendance of 2 million is terrible for AMC.</li> <li>The company needs to more than double attendance to return to 2019 - when it still lost money.</li> <li>Someday shares will fall 90% from this point.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/798af80ddf8412e6beabc5bf60891141\" tg-width=\"768\" tg-height=\"576\" referrerpolicy=\"no-referrer\"><span>RichLegg/E+ via Getty Images</span></p><p><blockquote><ul><li>200万的上座率对于AMC来说是可怕的。</li><li>该公司需要将出勤率增加一倍以上才能回到2019年——当时它仍然亏损。</li><li>总有一天,股价将从这一点下跌90%。</li></ul><p class=\"t-img-caption\"><span>RichLegg/E+来自盖蒂图片社</span></p></blockquote></p><p> I'm pretty bad at predicting what makes AMC Entertainment(NYSE:AMC)go up or down in the short term. After all, I said to short it at $26/share (Short Squeeze Presents Many Ways to Make Money) and then explained why there was no fundamental news behind the run up at $58/share (Recent Events are Just Re-Runs). But I'm pretty good at reading press releases, news articles and financial statements, and it's clear from recent news just how big a hole AMC has to climb out of on an operating basis.</p><p><blockquote>我不太擅长预测AMC院线(纽约证券交易所股票代码:AMC)短期内上涨或下跌的原因。毕竟,我说在26美元/股做空它(轧空提供了许多赚钱的方法),然后解释了为什么在58美元/股的上涨背后没有基本面消息(最近的事件只是重新运行)。但我很擅长阅读新闻稿、新闻文章和财务报表,从最近的新闻中可以清楚地看出,AMC在运营基础上必须爬出多大的漏洞。</blockquote></p><p> <b>Attendance at theaters is terrible and AMC will continue to lose money</b></p><p><blockquote><b>影院上座率惨淡AMC将继续亏损</b></blockquote></p><p> On Monday, AMC put out a press release touting its \"post-reopening record\" of 2 million attendees and highlighting the biggest box office draw \"Fast and the Furious 9\" which grossed $70 million:</p><p><blockquote>周一,AMC发布了一份新闻稿,宣传其200万观众的“重新开放后记录”,并强调了票房最高的《速度与激情9》,票房收入为7000万美元:</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c6c54d7e40d29666bf8b78f554f233e9\" tg-width=\"640\" tg-height=\"83\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b9f8c597b1ba417c6b478358caa9cc7\" tg-width=\"640\" tg-height=\"62\" referrerpolicy=\"no-referrer\"><span>Source: Businesswire</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源:Businesswire</span></p></blockquote></p><p> For reasons that should be clear to all,these numbers are terrible. As you can see from the company's earnings release showing results for 2018 and 2019:</p><p><blockquote>出于所有人都应该清楚的原因,这些数字是可怕的。从该公司2018年和2019年业绩的财报中可以看出:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b604e216de76939782f86a868e40889d\" tg-width=\"640\" tg-height=\"412\"><span>Source: AMC Entertainment</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:AMC院线</span></p></blockquote></p><p> The pace for attendance in 2019 was 250 million in the US, or 4.8 million customers per week and in 2018 it was 4.9 million customers. So it's very nice to learn that 2 million customers is the largest number of people to see a movie at AMC since COVID-19 led to lockdowns, but the real numbers mean show attendance is down almost 60% from 2018 and 2019.</p><p><blockquote>2019年美国的出席率为2.5亿,即每周480万客户,2018年为490万客户。因此,很高兴得知200万顾客是自新冠肺炎导致封锁以来在AMC看电影的人数最多的一次,但实际数字意味着放映上座率比2018年和2019年下降了近60%。</blockquote></p><p> As you can see above, 2018 and 2019 were not great years for the company, either. AMC lost $149 million in the second of two years and made $110 million in the first one. At the end of 2019, the stock price of a money-losing AMC was just over $7/share. Bullish shareholders (\"Apes\" as they style themselves) are excited about the move of more than 700% to this week's price of over $55/share:</p><p><blockquote>正如您在上面看到的,2018年和2019年对该公司来说也不是很好的年份。AMC在两年的第二年亏损1.49亿美元,第一年盈利1.1亿美元。2019年底,一家亏损的AMC股价刚刚超过7美元/股。看涨的股东(他们自称为“猿”)对本周超过55美元/股的价格上涨超过700%感到兴奋:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1ce4607284db107f9758f4735a99ccd3\" tg-width=\"640\" tg-height=\"331\"><span>Source: Koyfin</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:Koyfin</span></p></blockquote></p><p> But what many of them don't seem to be paying attention to is the market capitalization. As you can see in the chart above, increasing the share count from 100 million to almost 480 million shares outstanding in the last year has pushed the market cap far higher leading to an increase of almost 3,900%.</p><p><blockquote>但他们中的许多人似乎没有注意到的是市值。如上图所示,去年流通股数量从1亿股增加到近4.8亿股,推动市值大幅上涨,涨幅近3,900%。</blockquote></p><p> This kind of securities analysis is not \"optional\" and shareholders are now paying almost 40 times as much to own this company as they did at the end of the last full year before COVID-19.</p><p><blockquote>这种证券分析不是“可选的”,股东现在为拥有这家公司支付的费用几乎是COVID-19之前最后一个全年年底的40倍。</blockquote></p><p> <b>Not all MemeStocks are created Equal</b></p><p><blockquote><b>并非所有模因股票都是平等的</b></blockquote></p><p> The first \"memestock\" to capture everyone's attention this year was GameStop (GME). After a number of years of declining sales, a new class of investors such as Chewy founder Ryan took interest in the company and eventually took over the board of directors. At the same time this change in leadership was underway, a number of hedge funds who had been short the stock began losing money at an alarming clip.</p><p><blockquote>今年第一个引起大家注意的“模因股”是游戏驿站(GME)。经过多年的销售额下降后,Chewy创始人Ryan等新一代投资者对该公司产生了兴趣,并最终接管了董事会。在领导层变动的同时,一些做空该股的对冲基金开始以惊人的速度亏损。</blockquote></p><p> In the popular imagination, the rise in GameStop shares was a win for retail investors sharing information on Reddit such as the now-famous \"Roaring Kitty,\" but the evidence is the biggest winners were in fact other hedge funds (see \"This Hedge Fund Made $700 million on GameStop\"). Since Cohen took over the company, he is shifting its business model to online sales and hiring executives from leading companies such as Amazon(NASDAQ:AMZN).</p><p><blockquote>在大众的想象中,游戏驿站股价的上涨是在Reddit上分享信息的散户投资者的胜利,例如现在著名的“咆哮的小猫”,但证据是最大的赢家实际上是其他对冲基金(见“这家对冲基金在游戏驿站赚了7亿美元”)。自从科恩接管该公司以来,他正在将其商业模式转向在线销售,并从亚马逊(纳斯达克:AMZN)等领先公司聘请高管。</blockquote></p><p> None of the kinds of positive things that are happening at GameStop are even close to being talked about at AMC. AMC has had thesame CEO since 2015. There is no change in business model, and now that he has cash from equity sales, thebest ideahe's come up with is just buying more movie theaters! Meanwhile, many of the most successful companies on the planet such as Disney(NYSE:DIS), Netflix(NASDAQ:NFLX)and Amazon are all developing streaming services to entertain customers at home - which keeps them from going to the movies.</p><p><blockquote>游戏驿站发生的任何积极的事情都没有在AMC上被谈论过。自2015年以来,AMC一直担任同一位首席执行官。商业模式没有改变,现在他从股权出售中获得了现金,他想出的最好的主意就是购买更多的电影院!与此同时,地球上许多最成功的公司,例如Disney(纽约证券交易所股票代码:DIS)、Netflix(纳斯达克股票代码:NFLX)和Amazon都在开发流媒体服务来娱乐在家的客户,这使得他们无法去看电影。</blockquote></p><p></p><p> Likewise, the entire growth of the online gaming industry with services such as Twitch from Amazon and Microsoft(NASDAQ:MSFT)with Xbox is another substantial competitor getting in the way of customers going to the movies. All this is to say that the future is not getting brighter for AMC.</p><p><blockquote>同样,在线游戏行业的整体增长(例如Amazon的Twitch和微软(纳斯达克:MSFT)的Xbox)是另一个阻碍客户看电影的重要竞争对手。这一切都表明,AMC的未来并没有变得更加光明。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> Maybe AMC's share price will double next week. Maybe it will get cut in half. I don't know and neither does anyone else. But one month, one quarter or one year from now, shareholders will own a money-losing company in a fading industry at an extremely high valuation.</p><p><blockquote>也许下周AMC的股价会翻倍。也许它会被切成两半。我不知道,其他人也不知道。但从现在起一个月、一个季度或一年后,股东们将以极高的估值拥有一家处于衰落行业的亏损公司。</blockquote></p><p> I'm short shares in this stock because one day in the not-too-distant future, those shareholders will start selling, and then once the stock goes down regularly I expect them to start selling shares rapidly. Ultimately, I expect the shares to go back to the level they were at the end of 2019 - only when that happens, they won't be $7/share anymore. They'll be closer to $2.00.</p><p><blockquote>我做空这只股票,因为在不久的将来有一天,这些股东将开始出售,然后一旦股票定期下跌,我预计他们将开始迅速出售股票。最终,我预计股价将回到2019年底的水平——只是当这种情况发生时,股价将不再是7美元/股。它们将接近2美元。</blockquote></p><p> Good luck to all!</p><p><blockquote>祝大家好运!</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4437461-amc-record-weekend-is-terrible-news-for-the-stock\">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":{"AMC":"AMC院线"},"source_url":"https://seekingalpha.com/article/4437461-amc-record-weekend-is-terrible-news-for-the-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121860286","content_text":"Summary\n\nAttendance of 2 million is terrible for AMC.\nThe company needs to more than double attendance to return to 2019 - when it still lost money.\nSomeday shares will fall 90% from this point.\n\nRichLegg/E+ via Getty Images\nI'm pretty bad at predicting what makes AMC Entertainment(NYSE:AMC)go up or down in the short term. After all, I said to short it at $26/share (Short Squeeze Presents Many Ways to Make Money) and then explained why there was no fundamental news behind the run up at $58/share (Recent Events are Just Re-Runs). But I'm pretty good at reading press releases, news articles and financial statements, and it's clear from recent news just how big a hole AMC has to climb out of on an operating basis.\nAttendance at theaters is terrible and AMC will continue to lose money\nOn Monday, AMC put out a press release touting its \"post-reopening record\" of 2 million attendees and highlighting the biggest box office draw \"Fast and the Furious 9\" which grossed $70 million:\n\nSource: Businesswire\nFor reasons that should be clear to all,these numbers are terrible. As you can see from the company's earnings release showing results for 2018 and 2019:\nSource: AMC Entertainment\nThe pace for attendance in 2019 was 250 million in the US, or 4.8 million customers per week and in 2018 it was 4.9 million customers. So it's very nice to learn that 2 million customers is the largest number of people to see a movie at AMC since COVID-19 led to lockdowns, but the real numbers mean show attendance is down almost 60% from 2018 and 2019.\nAs you can see above, 2018 and 2019 were not great years for the company, either. AMC lost $149 million in the second of two years and made $110 million in the first one. At the end of 2019, the stock price of a money-losing AMC was just over $7/share. Bullish shareholders (\"Apes\" as they style themselves) are excited about the move of more than 700% to this week's price of over $55/share:\nSource: Koyfin\nBut what many of them don't seem to be paying attention to is the market capitalization. As you can see in the chart above, increasing the share count from 100 million to almost 480 million shares outstanding in the last year has pushed the market cap far higher leading to an increase of almost 3,900%.\nThis kind of securities analysis is not \"optional\" and shareholders are now paying almost 40 times as much to own this company as they did at the end of the last full year before COVID-19.\nNot all MemeStocks are created Equal\nThe first \"memestock\" to capture everyone's attention this year was GameStop (GME). After a number of years of declining sales, a new class of investors such as Chewy founder Ryan took interest in the company and eventually took over the board of directors. At the same time this change in leadership was underway, a number of hedge funds who had been short the stock began losing money at an alarming clip.\nIn the popular imagination, the rise in GameStop shares was a win for retail investors sharing information on Reddit such as the now-famous \"Roaring Kitty,\" but the evidence is the biggest winners were in fact other hedge funds (see \"This Hedge Fund Made $700 million on GameStop\"). Since Cohen took over the company, he is shifting its business model to online sales and hiring executives from leading companies such as Amazon(NASDAQ:AMZN).\nNone of the kinds of positive things that are happening at GameStop are even close to being talked about at AMC. AMC has had thesame CEO since 2015. There is no change in business model, and now that he has cash from equity sales, thebest ideahe's come up with is just buying more movie theaters! Meanwhile, many of the most successful companies on the planet such as Disney(NYSE:DIS), Netflix(NASDAQ:NFLX)and Amazon are all developing streaming services to entertain customers at home - which keeps them from going to the movies.\nLikewise, the entire growth of the online gaming industry with services such as Twitch from Amazon and Microsoft(NASDAQ:MSFT)with Xbox is another substantial competitor getting in the way of customers going to the movies. All this is to say that the future is not getting brighter for AMC.\nConclusion\nMaybe AMC's share price will double next week. Maybe it will get cut in half. I don't know and neither does anyone else. But one month, one quarter or one year from now, shareholders will own a money-losing company in a fading industry at an extremely high valuation.\nI'm short shares in this stock because one day in the not-too-distant future, those shareholders will start selling, and then once the stock goes down regularly I expect them to start selling shares rapidly. Ultimately, I expect the shares to go back to the level they were at the end of 2019 - only when that happens, they won't be $7/share anymore. They'll be closer to $2.00.\nGood luck to all!","news_type":1,"symbols_score_info":{"AMC":0.9}},"isVote":1,"tweetType":1,"viewCount":766,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158986752,"gmtCreate":1625122631276,"gmtModify":1631892718104,"author":{"id":"3583713903095207","authorId":"3583713903095207","name":"Dny","avatar":"https://static.tigerbbs.com/df94541de0876a6ec7f52cfea841f652","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583713903095207","idStr":"3583713903095207"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>buh…still hodl ","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>buh…still hodl ","text":"$AMC Entertainment(AMC)$buh…still hodl","images":[{"img":"https://static.tigerbbs.com/7a253f60e1ffe69eb5b63503869b8379","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/158986752","isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":807908694,"gmtCreate":1627993819018,"gmtModify":1631888568811,"author":{"id":"3583713903095207","authorId":"3583713903095207","name":"Dny","avatar":"https://static.tigerbbs.com/df94541de0876a6ec7f52cfea841f652","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583713903095207","idStr":"3583713903095207"},"themes":[],"htmlText":"Hmmmmm….","listText":"Hmmmmm….","text":"Hmmmmm….","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/807908694","repostId":"1169635195","repostType":4,"repost":{"id":"1169635195","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":1627988246,"share":"https://www.laohu8.com/m/news/1169635195?lang=zh_CN&edition=full","pubTime":"2021-08-03 18:57","market":"us","language":"en","title":"Alibaba EPS beats by RMB2.27, misses on revenue<blockquote>阿里巴巴-SW每股收益超过预期人民币2.27元、营收不及预期</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1169635195","media":"Tiger Newspress","summary":" $Alibaba$ posted financial result in premarket, which showed that:. Alibaba Q1 revenue RMB205.74 bln vs. RMB153.75 bln a year ago; FactSet consensus RMB209.11 bln.Alibaba Q1 adj. EPS RMB16.60 vs. RMB14.82 a year ago; FactSet consensus RMB14.33.Revenue was RMB205,740 million , an increase of 34% year-over-year. Excluding the consolidation of Sun Art, our revenue would have grown 22% year-over-year to RMB187,306 million .Annual active consumersof the Alibaba Ecosystem across the world reached app","content":"<p>(August 3) <a href=\"https://laohu8.com/S/BABA\">Alibaba</a> posted financial result in premarket, which showed that:</p><p><blockquote>(8月3日)<a href=\"https://laohu8.com/S/BABA\">阿里巴巴-SW</a>盘前公布的财务业绩显示:</blockquote></p><p> Alibaba Q1 revenue RMB205.74 bln vs. RMB153.75 bln a year ago; FactSet consensus RMB209.11 bln.</p><p><blockquote>阿里巴巴-SW第一季度营收为人民币2057.4亿元,去年同期为人民币1537.5亿元;FactSet共识为人民币2091.1亿元。</blockquote></p><p> Alibaba Q1 adj. EPS RMB16.60 vs. RMB14.82 a year ago; FactSet consensus RMB14.33.</p><p><blockquote>阿里巴巴-SW第一季度调整后。每股收益为人民币16.60元,去年同期为人民币14.82元;FactSet共识人民币14.33元。</blockquote></p><p> <b>BUSINESS HIGHLIGHTS</b></p><p><blockquote><b>业务亮点</b></blockquote></p><p> <b>In the quarter ended June 30, 2021:</b></p><p><blockquote><b>截至2021年6月30日的季度:</b></blockquote></p><p> <ul> <li><b>Revenue</b> was RMB205,740 million (US$31,865 million), an increase of 34% year-over-year. Excluding the consolidation of Sun Art, our revenue would have grown 22% year-over-year to RMB187,306 million (US$29,010 million).</li> <li><b>Annual active consumers</b>of the Alibaba Ecosystem across the world reached approximately 1.18 billion for the twelve months ended June 30, 2021, an increase of 45 million from the twelve months ended March 31, 2021. This includes 912 million consumers in China1and 265 million consumers overseas served by Lazada, AliExpress, Trendyol and Daraz.</li> <li><b>Income from operations</b> was RMB30,847 million (US$4,778 million), a decrease of 11% year-over-year.<b>Adjusted EBITDA</b>, a non-GAAP measurement, decreased 5% year-over-year to RMB48,628 million (US$7,532 million).<b>Adjusted EBITA</b>, a non-GAAP measurement, decreased 8% year-over-year to RMB41,731 million (US$6,463 million). The year-over-year decreases were primarily due to our investments in strategic areas to capture incremental opportunities, such as Community Marketplaces, Taobao Deals, Local Consumer Services and Lazada, as well as our increased spending on growth initiatives within China retail marketplaces, such as Idle Fish and Taobao Live, and our support to merchants.</li> <li><b>Net income attributable to ordinary shareholders</b> was RMB45,141 million (US$6,991 million),and<b>net income</b>was RMB42,835 million (US$6,634 million).<b>Non-GAAP net income</b> was RMB43,441 million (US$6,728 million), an increase of 10% year-over-year, mainly due to an increase in share of profit of equity method investees.</li> <li><b>Diluted earnings per ADS</b> was RMB16.38 (US$2.54) and<b>diluted earnings per share</b>was RMB2.05 (US$0.32 or HK$2.46).<b>Non-GAAP diluted earnings per ADS</b>was RMB16.60 (US$2.57), an increase of 12% year-over-year and<b>non-GAAP diluted earnings per share</b>was RMB2.08 (US$0.32 or HK$2.50), an increase of 12% year-over-year.</li> <li><b>Net cashprovided by operating activities</b> was RMB33,603 million (US$5,204 million).<b>Non-GAAP free cash flow</b>was RMB20,683 million (US$3,203 million), a decrease compared to RMB36,570 million in the same quarter of 2020, mainly due to the partial settlement in the amount of RMB9,114 million (US$1,412 million) of the RMB18,228 million fine levied earlier this year by China’s State Administration for Market Regulation pursuant to China’s Anti-monopoly Law (the “Anti-monopoly Fine”) and a decrease in profit as a result of our investments in key strategic areas.</li> </ul> <img src=\"https://static.tigerbbs.com/11aa08a1ccb4f80e6867c7e7631297c8\" tg-width=\"719\" tg-height=\"863\" referrerpolicy=\"no-referrer\"></p><p><blockquote><ul><li><b>收入</b>为人民币2,057.40百万元(318.65亿美元),同比增长34%。如果不包括合并高鑫,我们的收入将同比增长22%至人民币1,873.06亿元(290.1亿美元)。</li><li><b>年度活跃消费者</b>截至2021年6月30日止十二个月,全球阿里巴巴-SW生态系统的总用户数达到约11.8亿,较截至2021年3月31日止十二个月增加4500万。这包括Lazada、全球速卖通、Trendyol和Daraz服务的中国9.12亿消费者1和海外2.65亿消费者。</li><li><b>营业收入</b>为人民币308.47亿元(47.78亿美元),同比下降11%。<b>调整后EBITDA</b>根据非公认会计准则衡量,同比下降5%至人民币486.28亿元(75.32亿美元)。<b>调整后EBITA</b>根据非公认会计准则衡量,同比下降8%至人民币417.31亿元(64.63亿美元)。同比下降主要是由于我们在战略领域的投资以捕捉增量机会,例如社区市场、淘宝交易、本地消费者服务和Lazada,以及我们在中国零售市场增长计划上的支出增加,例如闲鱼和淘宝直播,以及我们对商家的支持。</li><li><b>归属于普通股股东的净利润</b>为人民币451.41亿元(69.91亿美元),及<b>净收入</b>为人民币428.35亿元(66.34亿美元)。<b>非公认会计准则净利润</b>为人民币434.41亿元(67.28亿美元),同比增长10%,主要是由于权益法被投资方利润份额增加。</li><li><b>每股美国存托凭证摊薄收益</b>为人民币16.38元(2.54美元)<b>每股摊薄盈利</b>为人民币2.05元(0.32美元或2.46港元)。<b>非公认会计准则每股美国存托凭证摊薄收益</b>为人民币16.60元(2.57美元),同比增长12%<b>非公认会计准则稀释每股收益</b>为人民币2.08元(0.32美元或2.50港元),同比增长12%。</li><li><b>经营活动提供的现金净额</b>为人民币336.03亿元(52.04亿美元)。<b>非公认会计准则自由现金流</b>为人民币206.83亿元(32.03亿美元),较2020年同季度的人民币365.70亿元有所下降,主要是由于部分结清了今年早些时候中国国家市场监督管理总局根据中国反垄断法征收的人民币182.28亿元罚款(“反垄断法罚款”)中的人民币91.14亿元(14.12亿美元)以及我们在关键战略领域的投资导致利润减少。</li></ul></blockquote></p><p> <b>China Retail Marketplaces</b></p><p><blockquote><b>中国零售市场</b></blockquote></p><p> In June 2021, Alibaba's China retail marketplaces had 939 million mobile MAUs, representing a quarterly net increase of 14 million.</p><p><blockquote>2021年6月,阿里巴巴-SW中国零售市场的移动月活跃用户数为9.39亿,季度净增1400万。</blockquote></p><p> <b>Cloud Computing</b></p><p><blockquote><b>云计算</b></blockquote></p><p> In the June 2021 quarter, our cloud computing revenue grew 29% year-over-year to RMB16,051 million (US$2,486 million), primarily driven by robust growth in revenue from customers in the Internet, financial services and retail industries.</p><p><blockquote>2021年6月季度,我们的云计算收入同比增长29%至人民币160.51亿元(24.86亿美元),主要得益于互联网、金融服务和零售行业客户收入的强劲增长。</blockquote></p><p> <b>Cash Flow from Operating Activities and Free Cash Flow</b></p><p><blockquote><b>经营活动产生的现金流量和自由现金流量</b></blockquote></p><p> In the quarter ended June 30, 2021, net cash provided by operating activities was RMB33,603 million (US$5,204 million), a decrease compared to RMB50,099 million in the same quarter of 2020. Free cash flow, a non-GAAP measurement of liquidity, decreased to RMB20,683 million (US$3,203 million), from RMB36,570 million in the same quarter of 2020. The year-over-year decreases were mainly due to the partial settlement in the amount of RMB9,114 million (US$1,412 million) of the RMB18,228 million Anti-monopoly Fine and a decrease in profit as a result of our investments in key strategic areas. A reconciliation of net cash provided by operating activities to free cash flow is included at the end of this results announcement.</p><p><blockquote>截至2021年6月30日的季度,经营活动提供的净现金为人民币336.03亿元(52.04亿美元),较2020年同季度的人民币500.99亿元有所下降。自由现金流(衡量流动性的非公认会计准则衡量标准)从2020年同季度的人民币365.7亿元下降至人民币206.83亿元(32.03亿美元)。同比下降主要是由于部分和解了人民币182.28亿元的反垄断罚款中的人民币91.14亿元(14.12亿美元),以及我们在关键战略领域的投资导致利润减少。经营活动提供的净现金与自由现金流的调节表包含在本业绩公告的末尾。</blockquote></p><p> <b>Increasing Share Repurchases</b></p><p><blockquote><b>增加股票回购</b></blockquote></p><p> Since April 1, 2021 and through the publication of this results announcement, we repurchased approximately 18.1 million of our ADSs (the equivalent of approximately 144.5 million of our ordinary shares) for approximately US$3,680 million under our share repurchase program. In addition, on August 2, 2021, our board of directors authorized the Company to upsize our Company's share repurchase program from US$10 billion to US$15 billion. This share repurchase program will be effective through the end of 2022.</p><p><blockquote>自2021年4月1日起及透过刊发本业绩公告,我们根据股份回购计划以约36.8亿美元回购约18.1百万股美国存讬股(相当于约144.5百万股普通股)。此外,2021年8月2日,我们的董事会授权公司将我们公司的股票回购计划规模从100亿美元扩大到150亿美元。该股票回购计划将于2022年底生效。</blockquote></p><p></p><p> <img src=\"https://static.tigerbbs.com/58bf53593de78f5f6e4fa1096d7aae94\" tg-width=\"757\" tg-height=\"793\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> We are increasing our share repurchase program from US$10 billion to US$15 billion, the largest share repurchase program in the Company’s history, because we are confident of our long-term growth prospects. Our net cash position remains strong and we have repurchased approximately US$3.7 billion of our ADSs since April 1, 2021.”</p><p><blockquote>我们正在将股票回购计划从100亿美元增加到150亿美元,这是公司历史上最大的股票回购计划,因为我们对我们的长期增长前景充满信心。我们的净现金状况仍然强劲,自2021年4月1日以来,我们已回购了约37亿美元的ADS。”</blockquote></p><p> In June 2021, our China retail marketplaces had 939 million mobile MAUs, representing a quarterly net increase of 14 million. We continue to increase penetration in less-developed areas, reflecting our success in broadening product offerings to meet diverse consumer demand.</p><p><blockquote>2021年6月,我们的中国零售市场拥有9.39亿移动月活跃用户数,季度净增1400万。我们继续提高在欠发达地区的渗透率,反映我们在扩大产品供应以满足多样化消费者需求方面取得的成功。</blockquote></p><p> “Alibaba started the new fiscal year by delivering a healthy quarter. For the June quarter, global annual active consumers across the Alibaba Ecosystem reached 1.18 billion, an increase of 45 million from the March quarter, which includes 912 million consumers in China. Over more than twenty years of growth, we have developed a company that spans across both consumer and industrial Internet, with multiple engines driving our long-term growth,” said Daniel Zhang, Chairman and Chief Executive Officer of Alibaba Group. “We believe in the growth of the Chinese economy and long-term value creation of Alibaba, and we will continue to strengthen our technology advantage in improving the consumer experience and helping our enterprise customers to accomplish successful digital transformations.”</p><p><blockquote>张勇集团董事长兼首席执行官阿里巴巴-SW表示:“阿里巴巴-SW以健康的季度开局新财年。在6月季度,阿里巴巴-SW生态系统的全球年度活跃消费者达到11.8亿,比3月季度增加了4500万,其中包括9.12亿中国消费者。经过二十多年的增长,我们已经发展出一家横跨消费互联网和工业互联网的公司,多个引擎推动我们的长期增长。”“我们相信中国经济的增长和阿里巴巴-SW的长期价值创造,我们将继续加强我们在改善消费者体验和帮助企业客户成功完成数字化转型方面的技术优势。”</blockquote></p><p> “We delivered strong revenue growth of 34% year-over-year. As we said in last quarter's results announcement, we are investing our excess profits and additional capital to support our merchants and invest in strategic areas to better serve customers and penetrate into new addressable markets,” said Maggie Wu, Chief Financial Officer of Alibaba Group. “We are increasing our share repurchase program from US$10 billion to US$15 billion, the largest share repurchase program in the Company’s history, because we are confident of our long-term growth prospects. Our net cash position remains strong and we have repurchased approximately US$3.7 billion of our ADSs since April 1, 2021.”</p><p><blockquote>“我们实现了34%的强劲收入增长。正如我们在上季度业绩公告中所说,我们正在投资超额利润和额外资本来支持我们的商家,并投资于战略领域,以更好地服务客户并渗透到新的潜在市场,”阿里巴巴-SW集团首席财务官Maggie Wu表示。“我们正在将股票回购计划从100亿美元增加到150亿美元,这是公司历史上最大的股票回购计划,因为我们对我们的长期增长前景充满信心。我们的净现金状况仍然强劲,自2021年4月1日以来,我们已经回购了约37亿美元的ADS。”</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>Alibaba EPS beats by RMB2.27, misses on revenue<blockquote>阿里巴巴-SW每股收益超过预期人民币2.27元、营收不及预期</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\">\nAlibaba EPS beats by RMB2.27, misses on revenue<blockquote>阿里巴巴-SW每股收益超过预期人民币2.27元、营收不及预期</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\">2021-08-03 18:57</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(August 3) <a href=\"https://laohu8.com/S/BABA\">Alibaba</a> posted financial result in premarket, which showed that:</p><p><blockquote>(8月3日)<a href=\"https://laohu8.com/S/BABA\">阿里巴巴-SW</a>盘前公布的财务业绩显示:</blockquote></p><p> Alibaba Q1 revenue RMB205.74 bln vs. RMB153.75 bln a year ago; FactSet consensus RMB209.11 bln.</p><p><blockquote>阿里巴巴-SW第一季度营收为人民币2057.4亿元,去年同期为人民币1537.5亿元;FactSet共识为人民币2091.1亿元。</blockquote></p><p> Alibaba Q1 adj. EPS RMB16.60 vs. RMB14.82 a year ago; FactSet consensus RMB14.33.</p><p><blockquote>阿里巴巴-SW第一季度调整后。每股收益为人民币16.60元,去年同期为人民币14.82元;FactSet共识人民币14.33元。</blockquote></p><p> <b>BUSINESS HIGHLIGHTS</b></p><p><blockquote><b>业务亮点</b></blockquote></p><p> <b>In the quarter ended June 30, 2021:</b></p><p><blockquote><b>截至2021年6月30日的季度:</b></blockquote></p><p> <ul> <li><b>Revenue</b> was RMB205,740 million (US$31,865 million), an increase of 34% year-over-year. Excluding the consolidation of Sun Art, our revenue would have grown 22% year-over-year to RMB187,306 million (US$29,010 million).</li> <li><b>Annual active consumers</b>of the Alibaba Ecosystem across the world reached approximately 1.18 billion for the twelve months ended June 30, 2021, an increase of 45 million from the twelve months ended March 31, 2021. This includes 912 million consumers in China1and 265 million consumers overseas served by Lazada, AliExpress, Trendyol and Daraz.</li> <li><b>Income from operations</b> was RMB30,847 million (US$4,778 million), a decrease of 11% year-over-year.<b>Adjusted EBITDA</b>, a non-GAAP measurement, decreased 5% year-over-year to RMB48,628 million (US$7,532 million).<b>Adjusted EBITA</b>, a non-GAAP measurement, decreased 8% year-over-year to RMB41,731 million (US$6,463 million). The year-over-year decreases were primarily due to our investments in strategic areas to capture incremental opportunities, such as Community Marketplaces, Taobao Deals, Local Consumer Services and Lazada, as well as our increased spending on growth initiatives within China retail marketplaces, such as Idle Fish and Taobao Live, and our support to merchants.</li> <li><b>Net income attributable to ordinary shareholders</b> was RMB45,141 million (US$6,991 million),and<b>net income</b>was RMB42,835 million (US$6,634 million).<b>Non-GAAP net income</b> was RMB43,441 million (US$6,728 million), an increase of 10% year-over-year, mainly due to an increase in share of profit of equity method investees.</li> <li><b>Diluted earnings per ADS</b> was RMB16.38 (US$2.54) and<b>diluted earnings per share</b>was RMB2.05 (US$0.32 or HK$2.46).<b>Non-GAAP diluted earnings per ADS</b>was RMB16.60 (US$2.57), an increase of 12% year-over-year and<b>non-GAAP diluted earnings per share</b>was RMB2.08 (US$0.32 or HK$2.50), an increase of 12% year-over-year.</li> <li><b>Net cashprovided by operating activities</b> was RMB33,603 million (US$5,204 million).<b>Non-GAAP free cash flow</b>was RMB20,683 million (US$3,203 million), a decrease compared to RMB36,570 million in the same quarter of 2020, mainly due to the partial settlement in the amount of RMB9,114 million (US$1,412 million) of the RMB18,228 million fine levied earlier this year by China’s State Administration for Market Regulation pursuant to China’s Anti-monopoly Law (the “Anti-monopoly Fine”) and a decrease in profit as a result of our investments in key strategic areas.</li> </ul> <img src=\"https://static.tigerbbs.com/11aa08a1ccb4f80e6867c7e7631297c8\" tg-width=\"719\" tg-height=\"863\" referrerpolicy=\"no-referrer\"></p><p><blockquote><ul><li><b>收入</b>为人民币2,057.40百万元(318.65亿美元),同比增长34%。如果不包括合并高鑫,我们的收入将同比增长22%至人民币1,873.06亿元(290.1亿美元)。</li><li><b>年度活跃消费者</b>截至2021年6月30日止十二个月,全球阿里巴巴-SW生态系统的总用户数达到约11.8亿,较截至2021年3月31日止十二个月增加4500万。这包括Lazada、全球速卖通、Trendyol和Daraz服务的中国9.12亿消费者1和海外2.65亿消费者。</li><li><b>营业收入</b>为人民币308.47亿元(47.78亿美元),同比下降11%。<b>调整后EBITDA</b>根据非公认会计准则衡量,同比下降5%至人民币486.28亿元(75.32亿美元)。<b>调整后EBITA</b>根据非公认会计准则衡量,同比下降8%至人民币417.31亿元(64.63亿美元)。同比下降主要是由于我们在战略领域的投资以捕捉增量机会,例如社区市场、淘宝交易、本地消费者服务和Lazada,以及我们在中国零售市场增长计划上的支出增加,例如闲鱼和淘宝直播,以及我们对商家的支持。</li><li><b>归属于普通股股东的净利润</b>为人民币451.41亿元(69.91亿美元),及<b>净收入</b>为人民币428.35亿元(66.34亿美元)。<b>非公认会计准则净利润</b>为人民币434.41亿元(67.28亿美元),同比增长10%,主要是由于权益法被投资方利润份额增加。</li><li><b>每股美国存托凭证摊薄收益</b>为人民币16.38元(2.54美元)<b>每股摊薄盈利</b>为人民币2.05元(0.32美元或2.46港元)。<b>非公认会计准则每股美国存托凭证摊薄收益</b>为人民币16.60元(2.57美元),同比增长12%<b>非公认会计准则稀释每股收益</b>为人民币2.08元(0.32美元或2.50港元),同比增长12%。</li><li><b>经营活动提供的现金净额</b>为人民币336.03亿元(52.04亿美元)。<b>非公认会计准则自由现金流</b>为人民币206.83亿元(32.03亿美元),较2020年同季度的人民币365.70亿元有所下降,主要是由于部分结清了今年早些时候中国国家市场监督管理总局根据中国反垄断法征收的人民币182.28亿元罚款(“反垄断法罚款”)中的人民币91.14亿元(14.12亿美元)以及我们在关键战略领域的投资导致利润减少。</li></ul></blockquote></p><p> <b>China Retail Marketplaces</b></p><p><blockquote><b>中国零售市场</b></blockquote></p><p> In June 2021, Alibaba's China retail marketplaces had 939 million mobile MAUs, representing a quarterly net increase of 14 million.</p><p><blockquote>2021年6月,阿里巴巴-SW中国零售市场的移动月活跃用户数为9.39亿,季度净增1400万。</blockquote></p><p> <b>Cloud Computing</b></p><p><blockquote><b>云计算</b></blockquote></p><p> In the June 2021 quarter, our cloud computing revenue grew 29% year-over-year to RMB16,051 million (US$2,486 million), primarily driven by robust growth in revenue from customers in the Internet, financial services and retail industries.</p><p><blockquote>2021年6月季度,我们的云计算收入同比增长29%至人民币160.51亿元(24.86亿美元),主要得益于互联网、金融服务和零售行业客户收入的强劲增长。</blockquote></p><p> <b>Cash Flow from Operating Activities and Free Cash Flow</b></p><p><blockquote><b>经营活动产生的现金流量和自由现金流量</b></blockquote></p><p> In the quarter ended June 30, 2021, net cash provided by operating activities was RMB33,603 million (US$5,204 million), a decrease compared to RMB50,099 million in the same quarter of 2020. Free cash flow, a non-GAAP measurement of liquidity, decreased to RMB20,683 million (US$3,203 million), from RMB36,570 million in the same quarter of 2020. The year-over-year decreases were mainly due to the partial settlement in the amount of RMB9,114 million (US$1,412 million) of the RMB18,228 million Anti-monopoly Fine and a decrease in profit as a result of our investments in key strategic areas. A reconciliation of net cash provided by operating activities to free cash flow is included at the end of this results announcement.</p><p><blockquote>截至2021年6月30日的季度,经营活动提供的净现金为人民币336.03亿元(52.04亿美元),较2020年同季度的人民币500.99亿元有所下降。自由现金流(衡量流动性的非公认会计准则衡量标准)从2020年同季度的人民币365.7亿元下降至人民币206.83亿元(32.03亿美元)。同比下降主要是由于部分和解了人民币182.28亿元的反垄断罚款中的人民币91.14亿元(14.12亿美元),以及我们在关键战略领域的投资导致利润减少。经营活动提供的净现金与自由现金流的调节表包含在本业绩公告的末尾。</blockquote></p><p> <b>Increasing Share Repurchases</b></p><p><blockquote><b>增加股票回购</b></blockquote></p><p> Since April 1, 2021 and through the publication of this results announcement, we repurchased approximately 18.1 million of our ADSs (the equivalent of approximately 144.5 million of our ordinary shares) for approximately US$3,680 million under our share repurchase program. In addition, on August 2, 2021, our board of directors authorized the Company to upsize our Company's share repurchase program from US$10 billion to US$15 billion. This share repurchase program will be effective through the end of 2022.</p><p><blockquote>自2021年4月1日起及透过刊发本业绩公告,我们根据股份回购计划以约36.8亿美元回购约18.1百万股美国存讬股(相当于约144.5百万股普通股)。此外,2021年8月2日,我们的董事会授权公司将我们公司的股票回购计划规模从100亿美元扩大到150亿美元。该股票回购计划将于2022年底生效。</blockquote></p><p></p><p> <img src=\"https://static.tigerbbs.com/58bf53593de78f5f6e4fa1096d7aae94\" tg-width=\"757\" tg-height=\"793\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> We are increasing our share repurchase program from US$10 billion to US$15 billion, the largest share repurchase program in the Company’s history, because we are confident of our long-term growth prospects. Our net cash position remains strong and we have repurchased approximately US$3.7 billion of our ADSs since April 1, 2021.”</p><p><blockquote>我们正在将股票回购计划从100亿美元增加到150亿美元,这是公司历史上最大的股票回购计划,因为我们对我们的长期增长前景充满信心。我们的净现金状况仍然强劲,自2021年4月1日以来,我们已回购了约37亿美元的ADS。”</blockquote></p><p> In June 2021, our China retail marketplaces had 939 million mobile MAUs, representing a quarterly net increase of 14 million. We continue to increase penetration in less-developed areas, reflecting our success in broadening product offerings to meet diverse consumer demand.</p><p><blockquote>2021年6月,我们的中国零售市场拥有9.39亿移动月活跃用户数,季度净增1400万。我们继续提高在欠发达地区的渗透率,反映我们在扩大产品供应以满足多样化消费者需求方面取得的成功。</blockquote></p><p> “Alibaba started the new fiscal year by delivering a healthy quarter. For the June quarter, global annual active consumers across the Alibaba Ecosystem reached 1.18 billion, an increase of 45 million from the March quarter, which includes 912 million consumers in China. Over more than twenty years of growth, we have developed a company that spans across both consumer and industrial Internet, with multiple engines driving our long-term growth,” said Daniel Zhang, Chairman and Chief Executive Officer of Alibaba Group. “We believe in the growth of the Chinese economy and long-term value creation of Alibaba, and we will continue to strengthen our technology advantage in improving the consumer experience and helping our enterprise customers to accomplish successful digital transformations.”</p><p><blockquote>张勇集团董事长兼首席执行官阿里巴巴-SW表示:“阿里巴巴-SW以健康的季度开局新财年。在6月季度,阿里巴巴-SW生态系统的全球年度活跃消费者达到11.8亿,比3月季度增加了4500万,其中包括9.12亿中国消费者。经过二十多年的增长,我们已经发展出一家横跨消费互联网和工业互联网的公司,多个引擎推动我们的长期增长。”“我们相信中国经济的增长和阿里巴巴-SW的长期价值创造,我们将继续加强我们在改善消费者体验和帮助企业客户成功完成数字化转型方面的技术优势。”</blockquote></p><p> “We delivered strong revenue growth of 34% year-over-year. As we said in last quarter's results announcement, we are investing our excess profits and additional capital to support our merchants and invest in strategic areas to better serve customers and penetrate into new addressable markets,” said Maggie Wu, Chief Financial Officer of Alibaba Group. “We are increasing our share repurchase program from US$10 billion to US$15 billion, the largest share repurchase program in the Company’s history, because we are confident of our long-term growth prospects. Our net cash position remains strong and we have repurchased approximately US$3.7 billion of our ADSs since April 1, 2021.”</p><p><blockquote>“我们实现了34%的强劲收入增长。正如我们在上季度业绩公告中所说,我们正在投资超额利润和额外资本来支持我们的商家,并投资于战略领域,以更好地服务客户并渗透到新的潜在市场,”阿里巴巴-SW集团首席财务官Maggie Wu表示。“我们正在将股票回购计划从100亿美元增加到150亿美元,这是公司历史上最大的股票回购计划,因为我们对我们的长期增长前景充满信心。我们的净现金状况仍然强劲,自2021年4月1日以来,我们已经回购了约37亿美元的ADS。”</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169635195","content_text":"(August 3) Alibaba posted financial result in premarket, which showed that:\nAlibaba Q1 revenue RMB205.74 bln vs. RMB153.75 bln a year ago; FactSet consensus RMB209.11 bln.\nAlibaba Q1 adj. EPS RMB16.60 vs. RMB14.82 a year ago; FactSet consensus RMB14.33.\nBUSINESS HIGHLIGHTS\nIn the quarter ended June 30, 2021:\n\nRevenue was RMB205,740 million (US$31,865 million), an increase of 34% year-over-year. Excluding the consolidation of Sun Art, our revenue would have grown 22% year-over-year to RMB187,306 million (US$29,010 million).\nAnnual active consumersof the Alibaba Ecosystem across the world reached approximately 1.18 billion for the twelve months ended June 30, 2021, an increase of 45 million from the twelve months ended March 31, 2021. This includes 912 million consumers in China1and 265 million consumers overseas served by Lazada, AliExpress, Trendyol and Daraz.\nIncome from operations was RMB30,847 million (US$4,778 million), a decrease of 11% year-over-year.Adjusted EBITDA, a non-GAAP measurement, decreased 5% year-over-year to RMB48,628 million (US$7,532 million).Adjusted EBITA, a non-GAAP measurement, decreased 8% year-over-year to RMB41,731 million (US$6,463 million). The year-over-year decreases were primarily due to our investments in strategic areas to capture incremental opportunities, such as Community Marketplaces, Taobao Deals, Local Consumer Services and Lazada, as well as our increased spending on growth initiatives within China retail marketplaces, such as Idle Fish and Taobao Live, and our support to merchants.\nNet income attributable to ordinary shareholders was RMB45,141 million (US$6,991 million),andnet incomewas RMB42,835 million (US$6,634 million).Non-GAAP net income was RMB43,441 million (US$6,728 million), an increase of 10% year-over-year, mainly due to an increase in share of profit of equity method investees.\nDiluted earnings per ADS was RMB16.38 (US$2.54) anddiluted earnings per sharewas RMB2.05 (US$0.32 or HK$2.46).Non-GAAP diluted earnings per ADSwas RMB16.60 (US$2.57), an increase of 12% year-over-year andnon-GAAP diluted earnings per sharewas RMB2.08 (US$0.32 or HK$2.50), an increase of 12% year-over-year.\nNet cashprovided by operating activities was RMB33,603 million (US$5,204 million).Non-GAAP free cash flowwas RMB20,683 million (US$3,203 million), a decrease compared to RMB36,570 million in the same quarter of 2020, mainly due to the partial settlement in the amount of RMB9,114 million (US$1,412 million) of the RMB18,228 million fine levied earlier this year by China’s State Administration for Market Regulation pursuant to China’s Anti-monopoly Law (the “Anti-monopoly Fine”) and a decrease in profit as a result of our investments in key strategic areas.\n\n\nChina Retail Marketplaces\nIn June 2021, Alibaba's China retail marketplaces had 939 million mobile MAUs, representing a quarterly net increase of 14 million.\nCloud Computing\nIn the June 2021 quarter, our cloud computing revenue grew 29% year-over-year to RMB16,051 million (US$2,486 million), primarily driven by robust growth in revenue from customers in the Internet, financial services and retail industries.\nCash Flow from Operating Activities and Free Cash Flow\nIn the quarter ended June 30, 2021, net cash provided by operating activities was RMB33,603 million (US$5,204 million), a decrease compared to RMB50,099 million in the same quarter of 2020. Free cash flow, a non-GAAP measurement of liquidity, decreased to RMB20,683 million (US$3,203 million), from RMB36,570 million in the same quarter of 2020. The year-over-year decreases were mainly due to the partial settlement in the amount of RMB9,114 million (US$1,412 million) of the RMB18,228 million Anti-monopoly Fine and a decrease in profit as a result of our investments in key strategic areas. A reconciliation of net cash provided by operating activities to free cash flow is included at the end of this results announcement.\nIncreasing Share Repurchases\nSince April 1, 2021 and through the publication of this results announcement, we repurchased approximately 18.1 million of our ADSs (the equivalent of approximately 144.5 million of our ordinary shares) for approximately US$3,680 million under our share repurchase program. In addition, on August 2, 2021, our board of directors authorized the Company to upsize our Company's share repurchase program from US$10 billion to US$15 billion. This share repurchase program will be effective through the end of 2022.\n\nWe are increasing our share repurchase program from US$10 billion to US$15 billion, the largest share repurchase program in the Company’s history, because we are confident of our long-term growth prospects. Our net cash position remains strong and we have repurchased approximately US$3.7 billion of our ADSs since April 1, 2021.”\nIn June 2021, our China retail marketplaces had 939 million mobile MAUs, representing a quarterly net increase of 14 million. We continue to increase penetration in less-developed areas, reflecting our success in broadening product offerings to meet diverse consumer demand.\n“Alibaba started the new fiscal year by delivering a healthy quarter. For the June quarter, global annual active consumers across the Alibaba Ecosystem reached 1.18 billion, an increase of 45 million from the March quarter, which includes 912 million consumers in China. Over more than twenty years of growth, we have developed a company that spans across both consumer and industrial Internet, with multiple engines driving our long-term growth,” said Daniel Zhang, Chairman and Chief Executive Officer of Alibaba Group. “We believe in the growth of the Chinese economy and long-term value creation of Alibaba, and we will continue to strengthen our technology advantage in improving the consumer experience and helping our enterprise customers to accomplish successful digital transformations.”\n“We delivered strong revenue growth of 34% year-over-year. As we said in last quarter's results announcement, we are investing our excess profits and additional capital to support our merchants and invest in strategic areas to better serve customers and penetrate into new addressable markets,” said Maggie Wu, Chief Financial Officer of Alibaba Group. “We are increasing our share repurchase program from US$10 billion to US$15 billion, the largest share repurchase program in the Company’s history, because we are confident of our long-term growth prospects. Our net cash position remains strong and we have repurchased approximately US$3.7 billion of our ADSs since April 1, 2021.”","news_type":1,"symbols_score_info":{"09988":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":1433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158362405,"gmtCreate":1625130432707,"gmtModify":1631892718093,"author":{"id":"3583713903095207","authorId":"3583713903095207","name":"Dny","avatar":"https://static.tigerbbs.com/df94541de0876a6ec7f52cfea841f652","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583713903095207","idStr":"3583713903095207"},"themes":[],"htmlText":"[Grin] ","listText":"[Grin] ","text":"[Grin]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/158362405","repostId":"1104567937","repostType":4,"repost":{"id":"1104567937","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":1625130111,"share":"https://www.laohu8.com/m/news/1104567937?lang=zh_CN&edition=full","pubTime":"2021-07-01 17:01","market":"us","language":"en","title":"Xpeng Motors delivered 6,565 vehicles in June 2021, increasing by 617% YOY<blockquote>小鹏汽车2021年6月交付6565辆,同比增长617%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1104567937","media":"Tiger Newspress","summary":"6,565 vehicles delivered in June 2021, a record month with a 617% increase year-over-year. 17,398 vehicles delivered in 2Q 2021, a record quarter with a 439% increase year-over-year. 4,730 P7s delivered in June 2021, the highest monthly deliveries since the P7’s launch. 30,738 total vehicles delivered year-to-date, a 459% increase year-over-year. XPeng Inc., a leading Chinese smart electric vehicle company, today announced its vehicle delivery results for June 2021 and the second quarter 2021.X","content":"<p><ul> <li><i>6,565 vehicles delivered in June 2021, a record month with a 617% increase year-over-year</i></li> <li><i>17,398 vehicles delivered in 2Q 2021, a record quarter with a 439% increase year-over-year</i></li> <li><i>4,730 P7s delivered in June 2021, the highest monthly deliveries since the P7’s launch</i></li> <li><i>30,738 total vehicles delivered year-to-date, a 459% increase year-over-year</i></li> </ul> XPeng Inc., a leading Chinese smart electric vehicle (“Smart EV”) company, today announced its vehicle delivery results for June 2021 and the second quarter 2021.</p><p><blockquote><ul><li><i>2021年6月交付6,565辆汽车,创历史新高,同比增长617%</i></li><li><i>2021年第二季度交付17,398辆汽车,创历史新高,同比增长439%</i></li><li><i>2021年6月交付4730辆P7,创P7上市以来最高单月交付量</i></li><li><i>今年迄今共交付30,738辆汽车,同比增长459%</i></li></ul>中国智能电动汽车(“Smart EV”)龙头企业小鹏汽车今日公布2021年6月及2021年第二季度车辆交付业绩。</blockquote></p><p> XPeng recorded its highest-ever monthly deliveries in June of 6,565Smart EVs, representing a 617% increase year-over-year, and a 15% increase over last month. The Company also achieved a quarterly record of 17,398 deliveries in the second quarter 2021, marking a 439% increase year-over-year.</p><p><blockquote>小鹏汽车6月份智能电动汽车月交付量创历史新高,达到6,565辆,同比增长617%,环比增长15%。该公司还在2021年第二季度实现了17,398辆交付量的季度记录,同比增长439%。</blockquote></p><p> June deliveries consisted of 4,730 P7s, the Company’s sports smart sedan, and 1,835 G3s, its smart compact SUV. As of June 30, 2021, year-to-date total deliveries reached 30,738 units, representing a 459% increase year-over-year.</p><p><blockquote>6月份交付量包括4,730辆该公司的运动型智能轿车P7和1,835辆智能紧凑型SUV G3。截至2021年6月30日,年初至今的总交付量达到30,738辆,同比增长459%。</blockquote></p><p> P7 deliveries continued record-breaking growth in June, reflecting the P7’s rising popularity among China’s tech-savvy consumers. Since mid-2020, 34,588 P7s have been delivered. The P7’s Navigation Guided Pilot (NGP) highway solutions are attracting wide customer appeal, reinforcing the Company’s commitment to technology innovation.</p><p><blockquote>6月份P7的交付量继续创纪录增长,反映出P7在中国精通技术的消费者中越来越受欢迎。自2020年年中以来,已交付34,588辆P7。P7的导航引导飞行员(NGP)高速公路解决方案吸引了广泛的客户吸引力,强化了公司对技术创新的承诺。</blockquote></p><p> The Company plans to launch the G3i SUV, the new mid-phase facelift version of G3, in July 2021, with deliveries planned for September this year. XPeng also plans to launch its third production model, the P5 family-friendly smart sedan, in the third quarter 2021 with deliveries expected in the fourth quarter 2021. Upon delivery, the P5 will be the world’s first mass-produced Smart EV equipped with auto-grade LiDAR technology.</p><p><blockquote>该公司计划于2021年7月推出G3的全新中期改款版本G3i SUV,计划于今年9月交付。小鹏汽车还计划于2021年第三季度推出第三款量产车型P5家庭友好型智能轿车,预计于2021年第四季度交付。交付后,P5将成为全球首款搭载汽车级激光雷达技术的量产智能EV。</blockquote></p><p> Xpeng Motors shares surged 1.7% in premarket trading.</p><p><blockquote>小鹏汽车股价在盘前交易中飙升1.</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6ba298fc9e19ac78062ee2f0fa764223\" tg-width=\"1302\" tg-height=\"663\" referrerpolicy=\"no-referrer\"></p><p><blockquote></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>Xpeng Motors delivered 6,565 vehicles in June 2021, increasing by 617% YOY<blockquote>小鹏汽车2021年6月交付6565辆,同比增长617%</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\">\nXpeng Motors delivered 6,565 vehicles in June 2021, increasing by 617% YOY<blockquote>小鹏汽车2021年6月交付6565辆,同比增长617%</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\">2021-07-01 17:01</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><ul> <li><i>6,565 vehicles delivered in June 2021, a record month with a 617% increase year-over-year</i></li> <li><i>17,398 vehicles delivered in 2Q 2021, a record quarter with a 439% increase year-over-year</i></li> <li><i>4,730 P7s delivered in June 2021, the highest monthly deliveries since the P7’s launch</i></li> <li><i>30,738 total vehicles delivered year-to-date, a 459% increase year-over-year</i></li> </ul> XPeng Inc., a leading Chinese smart electric vehicle (“Smart EV”) company, today announced its vehicle delivery results for June 2021 and the second quarter 2021.</p><p><blockquote><ul><li><i>2021年6月交付6,565辆汽车,创历史新高,同比增长617%</i></li><li><i>2021年第二季度交付17,398辆汽车,创历史新高,同比增长439%</i></li><li><i>2021年6月交付4730辆P7,创P7上市以来最高单月交付量</i></li><li><i>今年迄今共交付30,738辆汽车,同比增长459%</i></li></ul>中国智能电动汽车(“Smart EV”)龙头企业小鹏汽车今日公布2021年6月及2021年第二季度车辆交付业绩。</blockquote></p><p> XPeng recorded its highest-ever monthly deliveries in June of 6,565Smart EVs, representing a 617% increase year-over-year, and a 15% increase over last month. The Company also achieved a quarterly record of 17,398 deliveries in the second quarter 2021, marking a 439% increase year-over-year.</p><p><blockquote>小鹏汽车6月份智能电动汽车月交付量创历史新高,达到6,565辆,同比增长617%,环比增长15%。该公司还在2021年第二季度实现了17,398辆交付量的季度记录,同比增长439%。</blockquote></p><p> June deliveries consisted of 4,730 P7s, the Company’s sports smart sedan, and 1,835 G3s, its smart compact SUV. As of June 30, 2021, year-to-date total deliveries reached 30,738 units, representing a 459% increase year-over-year.</p><p><blockquote>6月份交付量包括4,730辆该公司的运动型智能轿车P7和1,835辆智能紧凑型SUV G3。截至2021年6月30日,年初至今的总交付量达到30,738辆,同比增长459%。</blockquote></p><p> P7 deliveries continued record-breaking growth in June, reflecting the P7’s rising popularity among China’s tech-savvy consumers. Since mid-2020, 34,588 P7s have been delivered. The P7’s Navigation Guided Pilot (NGP) highway solutions are attracting wide customer appeal, reinforcing the Company’s commitment to technology innovation.</p><p><blockquote>6月份P7的交付量继续创纪录增长,反映出P7在中国精通技术的消费者中越来越受欢迎。自2020年年中以来,已交付34,588辆P7。P7的导航引导飞行员(NGP)高速公路解决方案吸引了广泛的客户吸引力,强化了公司对技术创新的承诺。</blockquote></p><p> The Company plans to launch the G3i SUV, the new mid-phase facelift version of G3, in July 2021, with deliveries planned for September this year. XPeng also plans to launch its third production model, the P5 family-friendly smart sedan, in the third quarter 2021 with deliveries expected in the fourth quarter 2021. Upon delivery, the P5 will be the world’s first mass-produced Smart EV equipped with auto-grade LiDAR technology.</p><p><blockquote>该公司计划于2021年7月推出G3的全新中期改款版本G3i SUV,计划于今年9月交付。小鹏汽车还计划于2021年第三季度推出第三款量产车型P5家庭友好型智能轿车,预计于2021年第四季度交付。交付后,P5将成为全球首款搭载汽车级激光雷达技术的量产智能EV。</blockquote></p><p> Xpeng Motors shares surged 1.7% in premarket trading.</p><p><blockquote>小鹏汽车股价在盘前交易中飙升1.</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6ba298fc9e19ac78062ee2f0fa764223\" tg-width=\"1302\" tg-height=\"663\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09868":"小鹏汽车-W","XPEV":"小鹏汽车"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104567937","content_text":"6,565 vehicles delivered in June 2021, a record month with a 617% increase year-over-year\n17,398 vehicles delivered in 2Q 2021, a record quarter with a 439% increase year-over-year\n4,730 P7s delivered in June 2021, the highest monthly deliveries since the P7’s launch\n30,738 total vehicles delivered year-to-date, a 459% increase year-over-year\n\nXPeng Inc., a leading Chinese smart electric vehicle (“Smart EV”) company, today announced its vehicle delivery results for June 2021 and the second quarter 2021.\nXPeng recorded its highest-ever monthly deliveries in June of 6,565Smart EVs, representing a 617% increase year-over-year, and a 15% increase over last month. The Company also achieved a quarterly record of 17,398 deliveries in the second quarter 2021, marking a 439% increase year-over-year.\nJune deliveries consisted of 4,730 P7s, the Company’s sports smart sedan, and 1,835 G3s, its smart compact SUV. As of June 30, 2021, year-to-date total deliveries reached 30,738 units, representing a 459% increase year-over-year.\nP7 deliveries continued record-breaking growth in June, reflecting the P7’s rising popularity among China’s tech-savvy consumers. Since mid-2020, 34,588 P7s have been delivered. The P7’s Navigation Guided Pilot (NGP) highway solutions are attracting wide customer appeal, reinforcing the Company’s commitment to technology innovation.\nThe Company plans to launch the G3i SUV, the new mid-phase facelift version of G3, in July 2021, with deliveries planned for September this year. XPeng also plans to launch its third production model, the P5 family-friendly smart sedan, in the third quarter 2021 with deliveries expected in the fourth quarter 2021. Upon delivery, the P5 will be the world’s first mass-produced Smart EV equipped with auto-grade LiDAR technology.\nXpeng Motors shares surged 1.7% in premarket trading.","news_type":1,"symbols_score_info":{"09868":0.9,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159898051,"gmtCreate":1624954261873,"gmtModify":1631892718156,"author":{"id":"3583713903095207","authorId":"3583713903095207","name":"Dny","avatar":"https://static.tigerbbs.com/df94541de0876a6ec7f52cfea841f652","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583713903095207","idStr":"3583713903095207"},"themes":[],"htmlText":"Ooo~~~~ nice","listText":"Ooo~~~~ nice","text":"Ooo~~~~ nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/159898051","repostId":"1159190160","repostType":4,"repost":{"id":"1159190160","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":1624953947,"share":"https://www.laohu8.com/m/news/1159190160?lang=zh_CN&edition=full","pubTime":"2021-06-29 16:05","market":"us","language":"en","title":"Marin Software surged another 41% in premarket trading<blockquote>Marin Software在盘前交易中又飙升41%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1159190160","media":"Tiger Newspress","summary":"Marin Software surged another 41% in premarket trading.\n\nLast week, Marin shares shot up after it sa","content":"<p>Marin Software surged another 41% in premarket trading.</p><p><blockquote>Marin Software在盘前交易中又飙升了41%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7b80f30aba6d274244ed4f664e997a50\" tg-width=\"1302\" tg-height=\"663\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Last week, Marin shares shot up after it said it had added the ability to manage Instacart advertisements to its flagship MarinOne platform.</p><p><blockquote>上周,Marin表示已在其旗舰MarinOne平台上添加了管理Instacart广告的功能,该公司股价飙升。</blockquote></p><p> For the first quarter, Marin revenues totaled $6.3 million, a year-over-year increase of 27%, while earnings per share stood at minus 0.22.</p><p><blockquote>第一季度,Marin营收总计630万美元,同比增长27%,而每股收益为-0.22。</blockquote></p><p> On a year-to-date basis, MRIN shares have shot up 271.3%. Early Tuesday, Marin topped the list of 10 trending streams as arranged by Stocktwits.</p><p><blockquote>今年迄今,MRIN股价已飙升271.3%。周二早些时候,马林在Stocktwits排列的10个趋势流中名列前茅。</blockquote></p><p> On Monday, Marin shares skyrocketed 96.85% to $7.5 in the regular session and rose another 25.33% in the after-hours session to $9.40.</p><p><blockquote>周一,Marin股价在常规交易中飙升96.85%至7.5美元,在盘后交易中又上涨25.33%至9.40美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Marin Software surged another 41% in premarket trading<blockquote>Marin Software在盘前交易中又飙升41%</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\">\nMarin Software surged another 41% in premarket trading<blockquote>Marin Software在盘前交易中又飙升41%</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\">2021-06-29 16:05</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Marin Software surged another 41% in premarket trading.</p><p><blockquote>Marin Software在盘前交易中又飙升了41%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7b80f30aba6d274244ed4f664e997a50\" tg-width=\"1302\" tg-height=\"663\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Last week, Marin shares shot up after it said it had added the ability to manage Instacart advertisements to its flagship MarinOne platform.</p><p><blockquote>上周,Marin表示已在其旗舰MarinOne平台上添加了管理Instacart广告的功能,该公司股价飙升。</blockquote></p><p> For the first quarter, Marin revenues totaled $6.3 million, a year-over-year increase of 27%, while earnings per share stood at minus 0.22.</p><p><blockquote>第一季度,Marin营收总计630万美元,同比增长27%,而每股收益为-0.22。</blockquote></p><p> On a year-to-date basis, MRIN shares have shot up 271.3%. Early Tuesday, Marin topped the list of 10 trending streams as arranged by Stocktwits.</p><p><blockquote>今年迄今,MRIN股价已飙升271.3%。周二早些时候,马林在Stocktwits排列的10个趋势流中名列前茅。</blockquote></p><p> On Monday, Marin shares skyrocketed 96.85% to $7.5 in the regular session and rose another 25.33% in the after-hours session to $9.40.</p><p><blockquote>周一,Marin股价在常规交易中飙升96.85%至7.5美元,在盘后交易中又上涨25.33%至9.40美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159190160","content_text":"Marin Software surged another 41% in premarket trading.\n\nLast week, Marin shares shot up after it said it had added the ability to manage Instacart advertisements to its flagship MarinOne platform.\nFor the first quarter, Marin revenues totaled $6.3 million, a year-over-year increase of 27%, while earnings per share stood at minus 0.22.\nOn a year-to-date basis, MRIN shares have shot up 271.3%. Early Tuesday, Marin topped the list of 10 trending streams as arranged by Stocktwits.\nOn Monday, Marin shares skyrocketed 96.85% to $7.5 in the regular session and rose another 25.33% in the after-hours session to $9.40.","news_type":1,"symbols_score_info":{"MRIN":0.9}},"isVote":1,"tweetType":1,"viewCount":316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":128583502,"gmtCreate":1624523629806,"gmtModify":1631892718172,"author":{"id":"3583713903095207","authorId":"3583713903095207","name":"Dny","avatar":"https://static.tigerbbs.com/df94541de0876a6ec7f52cfea841f652","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583713903095207","idStr":"3583713903095207"},"themes":[],"htmlText":"Wow…what a loss for him. 😬","listText":"Wow…what a loss for him. 😬","text":"Wow…what a loss for him. 😬","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/128583502","repostId":"2145154690","repostType":2,"isVote":1,"tweetType":1,"viewCount":377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}