yayaSG的个人主页 - 老虎社区

yayaSG

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0勋章

2021-11-11

[强]

抱歉，原内容已删除

2021-11-04

$Pinterest, Inc.(PINS)$Financial report is close. Will it drop further?

2021-10-30

$Pinterest, Inc.(PINS)$[流泪]

2021-10-29

$SUNPOWER GROUP LTD.(5GD.SI)$[喷血]

2021-10-27

$Virgin Galactic(SPCE)$no hope [流泪]

2021-10-20

Great 👍

ASML reports €5.2 billion net sales and €1.7 billion net income in Q3 2021<blockquote>ASML报告2021年第三季度净销售额为52亿欧元，净利润为17亿欧元</blockquote>

2021-10-15

The share price won't back to it's glorious price in short term then

抱歉，原内容已删除

2021-10-04

$KEPPEL DC REIT(AJBU.SI)$Hopefully it's the dip.

2021-09-29

$E-home Service(EJH)$[流泪]

2021-09-27

$SUNPOWER GROUP LTD.(5GD.SI)$ waiting

2021-09-21

$Simon Property(SPG)$regret that didn't sell it half a month ago.

2021-09-19

$Pinterest, Inc.(PINS)$一直没动[捂脸]

2021-09-18

$Virgin Galactic(SPCE)$再等等吗？

2021-09-17

$E-home Service(EJH)$还有戏吗？

2021-09-17

Really?

抱歉，原内容已删除

2021-09-14

Should be

抱歉，原内容已删除

2021-09-14

Okay

抱歉，原内容已删除

2021-09-09

$Virgin Galactic(SPCE)$[流泪]

2021-08-28

$E-home Service(EJH)$slowly going up

2021-08-28

$Full Truck Alliance Co. Ltd.(YMM)$waiting...

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Will it drop further?","images":[{"img":"https://static.tigerbbs.com/1ee9b529942b623e5d79628dfe10fdd4","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/848586734","isVote":1,"tweetType":1,"viewCount":2356,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":857527057,"gmtCreate":1635551171801,"gmtModify":1635551171801,"author":{"id":"3583840462801736","authorId":"3583840462801736","name":"yayaSG","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583840462801736","idStr":"3583840462801736"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PINS\">$Pinterest, Inc.(PINS)$</a>[流泪]&nbsp;","listText":"<a href=\"https://laohu8.com/S/PINS\">$Pinterest, Inc.(PINS)$</a>[流泪]&nbsp;","text":"$Pinterest, Inc.(PINS)$[流泪]","images":[{"img":"https://static.tigerbbs.com/766ffeb537c0096b368aaae97302b3aa","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/857527057","isVote":1,"tweetType":1,"viewCount":3198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":854410357,"gmtCreate":1635472855044,"gmtModify":1635472914371,"author":{"id":"3583840462801736","authorId":"3583840462801736","name":"yayaSG","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583840462801736","idStr":"3583840462801736"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/5GD.SI\">$SUNPOWER GROUP LTD.(5GD.SI)$</a>[喷血]&nbsp;","listText":"<a href=\"https://laohu8.com/S/5GD.SI\">$SUNPOWER GROUP LTD.(5GD.SI)$</a>[喷血]&nbsp;","text":"$SUNPOWER GROUP LTD.(5GD.SI)$[喷血]","images":[{"img":"https://static.tigerbbs.com/79548bd480b81bf7174b46fc185c7a26","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/854410357","isVote":1,"tweetType":1,"viewCount":1680,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":852641714,"gmtCreate":1635264855533,"gmtModify":1635264855605,"author":{"id":"3583840462801736","authorId":"3583840462801736","name":"yayaSG","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583840462801736","idStr":"3583840462801736"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SPCE\">$Virgin Galactic(SPCE)$</a>no hope&nbsp;[流泪]&nbsp;","listText":"<a href=\"https://laohu8.com/S/SPCE\">$Virgin Galactic(SPCE)$</a>no hope&nbsp;[流泪]&nbsp;","text":"$Virgin Galactic(SPCE)$no hope [流泪]","images":[{"img":"https://static.tigerbbs.com/59ef37d973a93a62f85da716dcd2eb53","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/852641714","isVote":1,"tweetType":1,"viewCount":1691,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":859530122,"gmtCreate":1634708508486,"gmtModify":1634708508486,"author":{"id":"3583840462801736","authorId":"3583840462801736","name":"yayaSG","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583840462801736","idStr":"3583840462801736"},"themes":[],"htmlText":"Great 👍","listText":"Great 👍","text":"Great 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/859530122","repostId":"1189303892","repostType":4,"repost":{"id":"1189303892","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":1634706596,"share":"https://www.laohu8.com/m/news/1189303892?lang=zh_CN&edition=full","pubTime":"2021-10-20 13:09","market":"us","language":"en","title":"ASML reports €5.2 billion net sales and €1.7 billion net income in Q3 2021<blockquote>ASML报告2021年第三季度净销售额为52亿欧元，净利润为17亿欧元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1189303892","media":"Tiger Newspress","summary":"Today, ASML Holding NV (ASML) has published its 2021 third-quarter results.\n\nQ3 net sales of €5.2 bi","content":"<p>Today, ASML Holding NV (ASML) has published its 2021 third-quarter results.</p><p><blockquote>今天，ASML Holding NV（ASML）公布了2021年第三季度业绩。</blockquote></p><p> <ul>  <li>Q3 net sales of €5.2 billion, gross margin of 51.7%, net income of €1.7 billion</p><p><blockquote><ul><li>第三季度净销售额52亿欧元，毛利率51.7%，净利润17亿欧元</li></ul></blockquote></p><p></li>  <li>Q3 net bookings of €6.2 billion</p><p><blockquote><li>第三季度净预订量为62亿欧元</li></blockquote></p><p></li>  <li>ASML expects Q4 2021 net sales between €4.9 billion and €5.2 billion and a gross margin between 51% and 52%</p><p><blockquote><li>ASML预计2021年第四季度净销售额在49亿欧元至52亿欧元之间，毛利率在51%至52%之间</li></blockquote></p><p></li> </ul> <img src=\"https://static.tigerbbs.com/efb20490860f1e0c5687de4f41a6c456\" tg-width=\"1142\" tg-height=\"773\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>CEO statement and outlook</b></p><p><blockquote><b>首席执行官声明和展望</b></blockquote></p><p> \"Our third-quarter net sales came in at €5.2 billion with a gross margin of 51.7%, both within our guidance. Our third-quarter net bookings came in at €6.2 billion, including €2.9 billion from EUV systems.</p><p><blockquote>“我们第三季度的净销售额为52亿欧元，毛利率为51.7%，均在我们的指导范围内。我们第三季度的净预订量为62亿欧元，其中包括来自EUV systems的29亿欧元。</blockquote></p><p> \"The demand continues to be high. The ongoing digital transformation and current chip shortage fuel the need to increase our capacity to meet the current and expected future demand for Memory and for all Logic nodes.</p><p><blockquote>“需求仍然很高。持续的数字化转型和当前的芯片短缺促使我们需要提高产能，以满足当前和预期未来对内存和所有逻辑节点的需求。</blockquote></p><p> \"ASML expects fourth-quarter net sales between €4.9 billion and €5.2 billion with a gross margin between 51% and 52%. ASML expects R&amp;D costs of around €670 million and SG&amp;A costs of around €195 million. For the full year, we are on track to achieving growth approaching 35%,\" said ASML President and Chief Executive Officer Peter Wennink.</p><p><blockquote>“ASML预计第四季度净销售额在49亿欧元至52亿欧元之间，毛利率在51%至52%之间。ASML预计研发成本约为6.7亿欧元，SG&amp;A成本约为1.95亿欧元。全年，我们有望实现接近35%的增长，”ASML总裁兼首席执行官Peter Wennink表示。</blockquote></p><p> <b>Products and business highlights</b></p><p><blockquote><b>产品及业务亮点</b></blockquote></p><p> <ul>  <li>In theirs EUV business, they had a record quarter in terms of shipments and revenue, due to the volume as well as the share of TWINSCAN NXE:3600D systems.</li>  <li>The TWINSCAN NXE:3600D achieved a record of 160 wafers per hour at customers' sites.</li>  <li>In theirs DUV business, they reached a milestone as they shipped the 1000th ArF immersion scanner. The first immersion system designed to support volume manufacturing, the XT:1700Fi, was shipped 15 years ago, in 2006.</li>  <li>On October 19, 2021, they&nbsp;reached an agreement with Jenoptik AG&nbsp;whereby they will acquire the Medical Applications and Swiss Optic business of Berliner Glas. The deal is targeted to close by the end of the year, subject to regulatory approvals. This concludes our divestment plans regarding the non-semiconductor businesses of Berliner Glas. ASML acquired Berliner Glas in 2020.</li> </ul> <b>Interim dividend and share buyback program update</b></p><p><blockquote><ul><li>在他们的EUV业务中，由于TWINSCAN NXE：3600D系统的销量和份额，他们在出货量和收入方面创下了纪录。</li><li>TWINSCAN NXE：3600D在客户现场创下了每小时160片晶圆的记录。</li><li>在他们的DUV业务中，他们达到了一个里程碑，运送了第1000台ArF浸入式扫描仪。第一个旨在支持批量制造的浸入式系统XT：1700Fi于15年前的2006年发货。</li><li>2021年10月19日，他们与Jenoptik AG达成协议，将收购Berliner Glas的医疗应用和瑞士光学业务。该交易预计将于今年年底完成，但须获得监管部门的批准。我们对Berliner Glas非半导体业务的撤资计划到此结束。ASML于2020年收购了Berliner Glas。</li></ul><b>中期股息及股份回购计划更新</b></blockquote></p><p> The interim dividend for 2021 will be €1.80 per ordinary share. The ex-dividend date as well as the fixing date for the EUR/USD conversion will be November 2, 2021, and the record date will be November 3, 2021. The dividend will be made payable on November 12, 2021.</p><p><blockquote>2021年中期股息为每股普通股1.80€。除息日以及欧元/美元转换的固定日为2021年11月2日，记录日为2021年11月3日。股息将于2021年11月12日支付。</blockquote></p><p> As part of its financial policy to return excess cash to its shareholders through growing annualized dividends and regularly timed share buybacks, ASML announced a new share buyback program which started on July 22, 2021, and is to be executed by December 31, 2023. As part of this program, ASML intends to repurchase shares up to an amount of €9 billion, of which we expect a total of up to 0.45 million shares will be used to cover employee share plans. ASML intends to cancel the remainder of the shares repurchased. In the third quarter, they purchased around €2.4 billion of shares under the current and previous program.</p><p><blockquote>作为通过增加年化股息和定期股票回购向股东返还多余现金的财务政策的一部分，ASML宣布了一项新的股票回购计划，该计划于2021年7月22日开始，将于2023年12月31日执行。作为该计划的一部分，ASML打算回购最多90亿欧元的股票，其中我们预计总共最多45万股将用于支付员工股票计划。ASML打算注销剩余的回购股份。第三季度，他们根据当前和之前的计划购买了约24亿欧元的股票。</blockquote></p><p> The share buyback program will be executed within the limitations of the existing authority granted by the Annual General Meeting of Shareholders (AGM) on April 29, 2021, and of the authority to be granted by future AGMs. The share buyback program may be suspended, modified or discontinued at any time.</p><p><blockquote>股票回购计划将在2021年4月29日年度股东大会（AGM）授予的现有权力以及未来年度股东大会授予的权力范围内执行。股份回购计划可随时暂停、修改或终止。</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>ASML reports €5.2 billion net sales and €1.7 billion net income in Q3 2021<blockquote>ASML报告2021年第三季度净销售额为52亿欧元，净利润为17亿欧元</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\">\nASML reports €5.2 billion net sales and €1.7 billion net income in Q3 2021<blockquote>ASML报告2021年第三季度净销售额为52亿欧元，净利润为17亿欧元</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\">2021-10-20 13:09</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Today, ASML Holding NV (ASML) has published its 2021 third-quarter results.</p><p><blockquote>今天，ASML Holding NV（ASML）公布了2021年第三季度业绩。</blockquote></p><p> <ul>  <li>Q3 net sales of €5.2 billion, gross margin of 51.7%, net income of €1.7 billion</p><p><blockquote><ul><li>第三季度净销售额52亿欧元，毛利率51.7%，净利润17亿欧元</li></ul></blockquote></p><p></li>  <li>Q3 net bookings of €6.2 billion</p><p><blockquote><li>第三季度净预订量为62亿欧元</li></blockquote></p><p></li>  <li>ASML expects Q4 2021 net sales between €4.9 billion and €5.2 billion and a gross margin between 51% and 52%</p><p><blockquote><li>ASML预计2021年第四季度净销售额在49亿欧元至52亿欧元之间，毛利率在51%至52%之间</li></blockquote></p><p></li> </ul> <img src=\"https://static.tigerbbs.com/efb20490860f1e0c5687de4f41a6c456\" tg-width=\"1142\" tg-height=\"773\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>CEO statement and outlook</b></p><p><blockquote><b>首席执行官声明和展望</b></blockquote></p><p> \"Our third-quarter net sales came in at €5.2 billion with a gross margin of 51.7%, both within our guidance. Our third-quarter net bookings came in at €6.2 billion, including €2.9 billion from EUV systems.</p><p><blockquote>“我们第三季度的净销售额为52亿欧元，毛利率为51.7%，均在我们的指导范围内。我们第三季度的净预订量为62亿欧元，其中包括来自EUV systems的29亿欧元。</blockquote></p><p> \"The demand continues to be high. The ongoing digital transformation and current chip shortage fuel the need to increase our capacity to meet the current and expected future demand for Memory and for all Logic nodes.</p><p><blockquote>“需求仍然很高。持续的数字化转型和当前的芯片短缺促使我们需要提高产能，以满足当前和预期未来对内存和所有逻辑节点的需求。</blockquote></p><p> \"ASML expects fourth-quarter net sales between €4.9 billion and €5.2 billion with a gross margin between 51% and 52%. ASML expects R&amp;D costs of around €670 million and SG&amp;A costs of around €195 million. For the full year, we are on track to achieving growth approaching 35%,\" said ASML President and Chief Executive Officer Peter Wennink.</p><p><blockquote>“ASML预计第四季度净销售额在49亿欧元至52亿欧元之间，毛利率在51%至52%之间。ASML预计研发成本约为6.7亿欧元，SG&amp;A成本约为1.95亿欧元。全年，我们有望实现接近35%的增长，”ASML总裁兼首席执行官Peter Wennink表示。</blockquote></p><p> <b>Products and business highlights</b></p><p><blockquote><b>产品及业务亮点</b></blockquote></p><p> <ul>  <li>In theirs EUV business, they had a record quarter in terms of shipments and revenue, due to the volume as well as the share of TWINSCAN NXE:3600D systems.</li>  <li>The TWINSCAN NXE:3600D achieved a record of 160 wafers per hour at customers' sites.</li>  <li>In theirs DUV business, they reached a milestone as they shipped the 1000th ArF immersion scanner. The first immersion system designed to support volume manufacturing, the XT:1700Fi, was shipped 15 years ago, in 2006.</li>  <li>On October 19, 2021, they&nbsp;reached an agreement with Jenoptik AG&nbsp;whereby they will acquire the Medical Applications and Swiss Optic business of Berliner Glas. The deal is targeted to close by the end of the year, subject to regulatory approvals. This concludes our divestment plans regarding the non-semiconductor businesses of Berliner Glas. ASML acquired Berliner Glas in 2020.</li> </ul> <b>Interim dividend and share buyback program update</b></p><p><blockquote><ul><li>在他们的EUV业务中，由于TWINSCAN NXE：3600D系统的销量和份额，他们在出货量和收入方面创下了纪录。</li><li>TWINSCAN NXE：3600D在客户现场创下了每小时160片晶圆的记录。</li><li>在他们的DUV业务中，他们达到了一个里程碑，运送了第1000台ArF浸入式扫描仪。第一个旨在支持批量制造的浸入式系统XT：1700Fi于15年前的2006年发货。</li><li>2021年10月19日，他们与Jenoptik AG达成协议，将收购Berliner Glas的医疗应用和瑞士光学业务。该交易预计将于今年年底完成，但须获得监管部门的批准。我们对Berliner Glas非半导体业务的撤资计划到此结束。ASML于2020年收购了Berliner Glas。</li></ul><b>中期股息及股份回购计划更新</b></blockquote></p><p> The interim dividend for 2021 will be €1.80 per ordinary share. The ex-dividend date as well as the fixing date for the EUR/USD conversion will be November 2, 2021, and the record date will be November 3, 2021. The dividend will be made payable on November 12, 2021.</p><p><blockquote>2021年中期股息为每股普通股1.80€。除息日以及欧元/美元转换的固定日为2021年11月2日，记录日为2021年11月3日。股息将于2021年11月12日支付。</blockquote></p><p> As part of its financial policy to return excess cash to its shareholders through growing annualized dividends and regularly timed share buybacks, ASML announced a new share buyback program which started on July 22, 2021, and is to be executed by December 31, 2023. As part of this program, ASML intends to repurchase shares up to an amount of €9 billion, of which we expect a total of up to 0.45 million shares will be used to cover employee share plans. ASML intends to cancel the remainder of the shares repurchased. In the third quarter, they purchased around €2.4 billion of shares under the current and previous program.</p><p><blockquote>作为通过增加年化股息和定期股票回购向股东返还多余现金的财务政策的一部分，ASML宣布了一项新的股票回购计划，该计划于2021年7月22日开始，将于2023年12月31日执行。作为该计划的一部分，ASML打算回购最多90亿欧元的股票，其中我们预计总共最多45万股将用于支付员工股票计划。ASML打算注销剩余的回购股份。第三季度，他们根据当前和之前的计划购买了约24亿欧元的股票。</blockquote></p><p> The share buyback program will be executed within the limitations of the existing authority granted by the Annual General Meeting of Shareholders (AGM) on April 29, 2021, and of the authority to be granted by future AGMs. The share buyback program may be suspended, modified or discontinued at any time.</p><p><blockquote>股票回购计划将在2021年4月29日年度股东大会（AGM）授予的现有权力以及未来年度股东大会授予的权力范围内执行。股份回购计划可随时暂停、修改或终止。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASML":"阿斯麦"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189303892","content_text":"Today, ASML Holding NV (ASML) has published its 2021 third-quarter results.\n\nQ3 net sales of €5.2 billion, gross margin of 51.7%, net income of €1.7 billion\nQ3 net bookings of €6.2 billion\nASML expects Q4 2021 net sales between €4.9 billion and €5.2 billion and a gross margin between 51% and 52%\n\n\nCEO statement and outlook\n\"Our third-quarter net sales came in at €5.2 billion with a gross margin of 51.7%, both within our guidance. Our third-quarter net bookings came in at €6.2 billion, including €2.9 billion from EUV systems.\n\"The demand continues to be high. The ongoing digital transformation and current chip shortage fuel the need to increase our capacity to meet the current and expected future demand for Memory and for all Logic nodes.\n\"ASML expects fourth-quarter net sales between €4.9 billion and €5.2 billion with a gross margin between 51% and 52%. ASML expects R&D costs of around €670 million and SG&A costs of around €195 million. For the full year, we are on track to achieving growth approaching 35%,\" said ASML President and Chief Executive Officer Peter Wennink.\nProducts and business highlights\n\nIn theirs EUV business, they had a record quarter in terms of shipments and revenue, due to the volume as well as the share of TWINSCAN NXE:3600D systems.\nThe TWINSCAN NXE:3600D achieved a record of 160 wafers per hour at customers' sites.\nIn theirs DUV business, they reached a milestone as they shipped the 1000th ArF immersion scanner. The first immersion system designed to support volume manufacturing, the XT:1700Fi, was shipped 15 years ago, in 2006.\nOn October 19, 2021, they reached an agreement with Jenoptik AG whereby they will acquire the Medical Applications and Swiss Optic business of Berliner Glas. The deal is targeted to close by the end of the year, subject to regulatory approvals. This concludes our divestment plans regarding the non-semiconductor businesses of Berliner Glas. ASML acquired Berliner Glas in 2020.\n\nInterim dividend and share buyback program update\nThe interim dividend for 2021 will be €1.80 per ordinary share. The ex-dividend date as well as the fixing date for the EUR/USD conversion will be November 2, 2021, and the record date will be November 3, 2021. The dividend will be made payable on November 12, 2021.\nAs part of its financial policy to return excess cash to its shareholders through growing annualized dividends and regularly timed share buybacks, ASML announced a new share buyback program which started on July 22, 2021, and is to be executed by December 31, 2023. As part of this program, ASML intends to repurchase shares up to an amount of €9 billion, of which we expect a total of up to 0.45 million shares will be used to cover employee share plans. ASML intends to cancel the remainder of the shares repurchased. In the third quarter, they purchased around €2.4 billion of shares under the current and previous program.\nThe share buyback program will be executed within the limitations of the existing authority granted by the Annual General Meeting of Shareholders (AGM) on April 29, 2021, and of the authority to be granted by future AGMs. The share buyback program may be suspended, modified or discontinued at any time.","news_type":1,"symbols_score_info":{"ASML":0.9}},"isVote":1,"tweetType":1,"viewCount":3294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":824302567,"gmtCreate":1634275957969,"gmtModify":1634275957969,"author":{"id":"3583840462801736","authorId":"3583840462801736","name":"yayaSG","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583840462801736","idStr":"3583840462801736"},"themes":[],"htmlText":"The share price won't back to it's glorious price in short term then&nbsp;","listText":"The share price won't back to it's glorious price in short term then&nbsp;","text":"The share price won't back to it's glorious price in short term then","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/824302567","repostId":"2175116782","repostType":4,"isVote":1,"tweetType":1,"viewCount":2360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":867732488,"gmtCreate":1633313268980,"gmtModify":1633313268980,"author":{"id":"3583840462801736","authorId":"3583840462801736","name":"yayaSG","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583840462801736","idStr":"3583840462801736"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AJBU.SI\">$KEPPEL DC REIT(AJBU.SI)$</a>Hopefully it's the dip.&nbsp;","listText":"<a href=\"https://laohu8.com/S/AJBU.SI\">$KEPPEL DC REIT(AJBU.SI)$</a>Hopefully it's the dip.&nbsp;","text":"$KEPPEL DC REIT(AJBU.SI)$Hopefully it's the dip.","images":[{"img":"https://static.tigerbbs.com/36b2c0dece1f4568831fc0ee195a0c8e","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/867732488","isVote":1,"tweetType":1,"viewCount":3188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":862726535,"gmtCreate":1632916994858,"gmtModify":1632916994940,"author":{"id":"3583840462801736","authorId":"3583840462801736","name":"yayaSG","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583840462801736","idStr":"3583840462801736"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/EJH\">$E-home Service(EJH)$</a>[流泪]&nbsp;","listText":"<a 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Here’s What to Know.<blockquote>英伟达股价因强劲盈利而飙升。以下是需要了解的内容。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1121203256","media":"Tiger Newspress","summary":"Graphics-chip maker Nvidia reported record games and data-center revenue late Wednesday, which helpe","content":"<p>Graphics-chip maker Nvidia reported record games and data-center revenue late Wednesday, which helped power the company past consensus estimates.</p><p><blockquote>图形芯片制造商英伟达周三晚间公布了创纪录的游戏和数据中心收入，这帮助该公司超出了普遍预期。</blockquote></p><p> Nvidia (ticker: NVDA) stock jumped 2.2% in the extended session, after falling 2.2% to $190.40 in regular trading Wednesday.</p><p><blockquote>英伟达（股票代码：NVDA）股价在周三常规交易中下跌2.2%至190.40美元后，在延长交易时段上涨2.2%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/56cb37391abaf1c28229e3ef8a5de555\" tg-width=\"896\" tg-height=\"638\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Nvidia&nbsp;reported fiscal-second-quarter&nbsp;net income of $2.4 billion, which amounts to 94 cents a share, compared with a profit of $622 million, or 25 cents a share, in the year-ago period. Adjusted for stock compensation, among other things, earnings were $1.04 a share. Revenue rose 68% to $6.5 billion.</p><p><blockquote>英伟达公布第二财季净利润为24亿美元，相当于每股94美分，而去年同期利润为6.22亿美元，相当于每股25美分。经股票薪酬调整后，每股收益为1.04美元。收入增长68%至65亿美元。</blockquote></p><p> Analysts&nbsp;had forecast&nbsp;adjusted earnings of $1.01 a share on revenue of $6.3 billion.</p><p><blockquote>分析师此前预测调整后每股收益为1.01美元，营收为63亿美元。</blockquote></p><p> Nvidia slightly topped expectations for its data center and videogame businesses. The company reported second-quarter data-center revenue rose 35% to $2.4 billion, from a year ago, as videogame revenue grew 85% to $3.1 billion; analysts had expected revenue of $2.3 billion, and $3 billion respectively. The company’s closely watched quarterly&nbsp;cryptocurrency-mining-chip&nbsp;sales arrived well below the finance chief’s forecast.</p><p><blockquote>英伟达的数据中心和视频游戏业务略高于预期。该公司报告称，第二季度数据中心收入同比增长35%至24亿美元，视频游戏收入增长85%至31亿美元；分析师此前预计营收分别为23亿美元和30亿美元。该公司备受关注的季度加密货币挖矿芯片销售额远低于财务主管的预测。</blockquote></p><p> Chief Financial Officer Colette Kress&nbsp;said in written remarks&nbsp;that the data-center growth was a result of more companies adopting Ampere-based server chips, which the company began selling last year. Hyperscale customers contributed to sequential growth from the first quarter, Kress said.</p><p><blockquote>首席财务官Colette Kress在书面讲话中表示，数据中心的增长是更多公司采用基于Ampere的服务器芯片的结果，该公司去年开始销售这种芯片。克雷斯表示，超大规模客户为第一季度的环比增长做出了贡献。</blockquote></p><p> Videogame-revenue growth was driven by higher sales of graphics processors, and its chips designed for&nbsp;Nintendo‘s mobile Switch console, Kress said. Though the company is unable to determine whether its graphics chips are used by gamers or cryptocurrency miners, Kress said 80% of the graphics chips shipped had their mining capabilities limited.</p><p><blockquote>克雷斯表示，视频游戏收入增长是由图形处理器及其为任天堂移动Switch游戏机设计的芯片销量增加推动的。尽管该公司无法确定其图形芯片是由游戏玩家还是加密货币矿工使用，但Kress表示，80%出货的图形芯片的挖矿能力有限。</blockquote></p><p> Nvidia reported cryptocurrency-chip revenue of $266 million, well below Kress’ $400 million forecast. The company includes crypto-mining chips in its OEM segment, which reported overall revenue of $409 million.</p><p><blockquote>Nvidia公布的加密货币芯片收入为2.66亿美元，远低于Kress 4亿美元的预测。该公司的OEM部门包括加密挖矿芯片，该部门的总收入为4.09亿美元。</blockquote></p><p> Investors have followed Nvidia’s cryptocurrency sales closely because a drop in prices several years ago led to roughly&nbsp;four quarters of declining revenue for the company. Declining sales may prove a relief to some investors who were concerned the company’s success in recent quarters resulted from soaring cryptocurrency prices.</p><p><blockquote>投资者一直密切关注英伟达的加密货币销售情况，因为几年前价格下跌导致该公司收入下降了大约四个季度。销售额下降可能会让一些投资者松一口气，他们担心该公司最近几个季度的成功是由于加密货币价格飙升造成的。</blockquote></p><p> The chip maker said it expected third-quarter revenue of roughly $6.8 billion, and didn’t issue an adjusted earnings-per-share forecast. Analysts had expected revenue of $6.5 billion.</p><p><blockquote>这家芯片制造商表示，预计第三季度营收约为68亿美元，但没有发布调整后的每股收益预测。分析师此前预计营收为65亿美元。</blockquote></p><p> Despite reports of trouble, Nvidia said it was “working through the regulatory process” for its&nbsp;$40 billion acquisition&nbsp;of Arm Holdings, and said it believed the deal would go through. Kress said discussions with regulators were taking longer than the company had predicted.</p><p><blockquote>尽管有报道称出现了麻烦，但英伟达表示，它正在为400亿美元收购Arm Holdings的交易“通过监管程序”，并表示相信这笔交易将会通过。克雷斯表示，与监管机构的讨论时间比该公司预期的要长。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Stock Is Surging on Strong Earnings. Here’s What to Know.<blockquote>英伟达股价因强劲盈利而飙升。以下是需要了解的内容。</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\">\nNvidia Stock Is Surging on Strong Earnings. Here’s What to Know.<blockquote>英伟达股价因强劲盈利而飙升。以下是需要了解的内容。</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\">2021-08-19 06:45</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Graphics-chip maker Nvidia reported record games and data-center revenue late Wednesday, which helped power the company past consensus estimates.</p><p><blockquote>图形芯片制造商英伟达周三晚间公布了创纪录的游戏和数据中心收入，这帮助该公司超出了普遍预期。</blockquote></p><p> Nvidia (ticker: NVDA) stock jumped 2.2% in the extended session, after falling 2.2% to $190.40 in regular trading Wednesday.</p><p><blockquote>英伟达（股票代码：NVDA）股价在周三常规交易中下跌2.2%至190.40美元后，在延长交易时段上涨2.2%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/56cb37391abaf1c28229e3ef8a5de555\" tg-width=\"896\" tg-height=\"638\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Nvidia&nbsp;reported fiscal-second-quarter&nbsp;net income of $2.4 billion, which amounts to 94 cents a share, compared with a profit of $622 million, or 25 cents a share, in the year-ago period. Adjusted for stock compensation, among other things, earnings were $1.04 a share. Revenue rose 68% to $6.5 billion.</p><p><blockquote>英伟达公布第二财季净利润为24亿美元，相当于每股94美分，而去年同期利润为6.22亿美元，相当于每股25美分。经股票薪酬调整后，每股收益为1.04美元。收入增长68%至65亿美元。</blockquote></p><p> Analysts&nbsp;had forecast&nbsp;adjusted earnings of $1.01 a share on revenue of $6.3 billion.</p><p><blockquote>分析师此前预测调整后每股收益为1.01美元，营收为63亿美元。</blockquote></p><p> Nvidia slightly topped expectations for its data center and videogame businesses. The company reported second-quarter data-center revenue rose 35% to $2.4 billion, from a year ago, as videogame revenue grew 85% to $3.1 billion; analysts had expected revenue of $2.3 billion, and $3 billion respectively. The company’s closely watched quarterly&nbsp;cryptocurrency-mining-chip&nbsp;sales arrived well below the finance chief’s forecast.</p><p><blockquote>英伟达的数据中心和视频游戏业务略高于预期。该公司报告称，第二季度数据中心收入同比增长35%至24亿美元，视频游戏收入增长85%至31亿美元；分析师此前预计营收分别为23亿美元和30亿美元。该公司备受关注的季度加密货币挖矿芯片销售额远低于财务主管的预测。</blockquote></p><p> Chief Financial Officer Colette Kress&nbsp;said in written remarks&nbsp;that the data-center growth was a result of more companies adopting Ampere-based server chips, which the company began selling last year. Hyperscale customers contributed to sequential growth from the first quarter, Kress said.</p><p><blockquote>首席财务官Colette Kress在书面讲话中表示，数据中心的增长是更多公司采用基于Ampere的服务器芯片的结果，该公司去年开始销售这种芯片。克雷斯表示，超大规模客户为第一季度的环比增长做出了贡献。</blockquote></p><p> Videogame-revenue growth was driven by higher sales of graphics processors, and its chips designed for&nbsp;Nintendo‘s mobile Switch console, Kress said. Though the company is unable to determine whether its graphics chips are used by gamers or cryptocurrency miners, Kress said 80% of the graphics chips shipped had their mining capabilities limited.</p><p><blockquote>克雷斯表示，视频游戏收入增长是由图形处理器及其为任天堂移动Switch游戏机设计的芯片销量增加推动的。尽管该公司无法确定其图形芯片是由游戏玩家还是加密货币矿工使用，但Kress表示，80%出货的图形芯片的挖矿能力有限。</blockquote></p><p> Nvidia reported cryptocurrency-chip revenue of $266 million, well below Kress’ $400 million forecast. The company includes crypto-mining chips in its OEM segment, which reported overall revenue of $409 million.</p><p><blockquote>Nvidia公布的加密货币芯片收入为2.66亿美元，远低于Kress 4亿美元的预测。该公司的OEM部门包括加密挖矿芯片，该部门的总收入为4.09亿美元。</blockquote></p><p> Investors have followed Nvidia’s cryptocurrency sales closely because a drop in prices several years ago led to roughly&nbsp;four quarters of declining revenue for the company. Declining sales may prove a relief to some investors who were concerned the company’s success in recent quarters resulted from soaring cryptocurrency prices.</p><p><blockquote>投资者一直密切关注英伟达的加密货币销售情况，因为几年前价格下跌导致该公司收入下降了大约四个季度。销售额下降可能会让一些投资者松一口气，他们担心该公司最近几个季度的成功是由于加密货币价格飙升造成的。</blockquote></p><p> The chip maker said it expected third-quarter revenue of roughly $6.8 billion, and didn’t issue an adjusted earnings-per-share forecast. Analysts had expected revenue of $6.5 billion.</p><p><blockquote>这家芯片制造商表示，预计第三季度营收约为68亿美元，但没有发布调整后的每股收益预测。分析师此前预计营收为65亿美元。</blockquote></p><p> Despite reports of trouble, Nvidia said it was “working through the regulatory process” for its&nbsp;$40 billion acquisition&nbsp;of Arm Holdings, and said it believed the deal would go through. Kress said discussions with regulators were taking longer than the company had predicted.</p><p><blockquote>尽管有报道称出现了麻烦，但英伟达表示，它正在为400亿美元收购Arm Holdings的交易“通过监管程序”，并表示相信这笔交易将会通过。克雷斯表示，与监管机构的讨论时间比该公司预期的要长。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121203256","content_text":"Graphics-chip maker Nvidia reported record games and data-center revenue late Wednesday, which helped power the company past consensus estimates.\nNvidia (ticker: NVDA) stock jumped 2.2% in the extended session, after falling 2.2% to $190.40 in regular trading Wednesday.\n\nNvidia reported fiscal-second-quarter net income of $2.4 billion, which amounts to 94 cents a share, compared with a profit of $622 million, or 25 cents a share, in the year-ago period. Adjusted for stock compensation, among other things, earnings were $1.04 a share. Revenue rose 68% to $6.5 billion.\nAnalysts had forecast adjusted earnings of $1.01 a share on revenue of $6.3 billion.\nNvidia slightly topped expectations for its data center and videogame businesses. The company reported second-quarter data-center revenue rose 35% to $2.4 billion, from a year ago, as videogame revenue grew 85% to $3.1 billion; analysts had expected revenue of $2.3 billion, and $3 billion respectively. The company’s closely watched quarterly cryptocurrency-mining-chip sales arrived well below the finance chief’s forecast.\nChief Financial Officer Colette Kress said in written remarks that the data-center growth was a result of more companies adopting Ampere-based server chips, which the company began selling last year. Hyperscale customers contributed to sequential growth from the first quarter, Kress said.\nVideogame-revenue growth was driven by higher sales of graphics processors, and its chips designed for Nintendo‘s mobile Switch console, Kress said. Though the company is unable to determine whether its graphics chips are used by gamers or cryptocurrency miners, Kress said 80% of the graphics chips shipped had their mining capabilities limited.\nNvidia reported cryptocurrency-chip revenue of $266 million, well below Kress’ $400 million forecast. The company includes crypto-mining chips in its OEM segment, which reported overall revenue of $409 million.\nInvestors have followed Nvidia’s cryptocurrency sales closely because a drop in prices several years ago led to roughly four quarters of declining revenue for the company. Declining sales may prove a relief to some investors who were concerned the company’s success in recent quarters resulted from soaring cryptocurrency prices.\nThe chip maker said it expected third-quarter revenue of roughly $6.8 billion, and didn’t issue an adjusted earnings-per-share forecast. Analysts had expected revenue of $6.5 billion.\nDespite reports of trouble, Nvidia said it was “working through the regulatory process” for its $40 billion acquisition of Arm Holdings, and said it believed the deal would go through. Kress said discussions with regulators were taking longer than the company had predicted.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":572,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830715586,"gmtCreate":1629098777745,"gmtModify":1631890586681,"author":{"id":"3583840462801736","authorId":"3583840462801736","name":"yayaSG","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583840462801736","idStr":"3583840462801736"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/P36.SI\">$PAN HONG HOLDINGS GROUP LTD(P36.SI)$</a>can it back to it's glorious time?&nbsp;","listText":"<a href=\"https://laohu8.com/S/P36.SI\">$PAN HONG HOLDINGS GROUP LTD(P36.SI)$</a>can it back to it's glorious time?&nbsp;","text":"$PAN HONG HOLDINGS GROUP LTD(P36.SI)$can it back to it's glorious time?","images":[{"img":"https://static.tigerbbs.com/1ec023c3ae5573b75bb8719e9f4b0644","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/830715586","isVote":1,"tweetType":1,"viewCount":356,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":148096817,"gmtCreate":1625897368939,"gmtModify":1633936238011,"author":{"id":"3583840462801736","authorId":"3583840462801736","name":"yayaSG","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583840462801736","idStr":"3583840462801736"},"themes":[],"htmlText":"Most of the platforms have more than 1m users&nbsp;[捂脸]&nbsp;","listText":"Most of the platforms have more than 1m users&nbsp;[捂脸]&nbsp;","text":"Most of the platforms have more than 1m users [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/148096817","repostId":"2150306047","repostType":4,"isVote":1,"tweetType":1,"viewCount":517,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":140323356,"gmtCreate":1625631163575,"gmtModify":1631886243843,"author":{"id":"3583840462801736","authorId":"3583840462801736","name":"yayaSG","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583840462801736","idStr":"3583840462801736"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/O39.SI\">$OVERSEA-CHINESE BANKING CORP(O39.SI)$</a>what's going on today, all collapse[流泪]&nbsp;","listText":"<a href=\"https://laohu8.com/S/O39.SI\">$OVERSEA-CHINESE BANKING CORP(O39.SI)$</a>what's going on today, all collapse[流泪]&nbsp;","text":"$OVERSEA-CHINESE BANKING CORP(O39.SI)$what's going on today, all collapse[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/140323356","isVote":1,"tweetType":1,"viewCount":825,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":870488669,"gmtCreate":1636642249701,"gmtModify":1636642282616,"author":{"id":"3583840462801736","authorId":"3583840462801736","name":"yayaSG","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583840462801736","idStr":"3583840462801736"},"themes":[],"htmlText":"[强]&nbsp;","listText":"[强]&nbsp;","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/870488669","repostId":"1168566422","repostType":4,"isVote":1,"tweetType":1,"viewCount":3302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":859530122,"gmtCreate":1634708508486,"gmtModify":1634708508486,"author":{"id":"3583840462801736","authorId":"3583840462801736","name":"yayaSG","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583840462801736","idStr":"3583840462801736"},"themes":[],"htmlText":"Great 👍","listText":"Great 👍","text":"Great 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/859530122","repostId":"1189303892","repostType":4,"isVote":1,"tweetType":1,"viewCount":3294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862726535,"gmtCreate":1632916994858,"gmtModify":1632916994940,"author":{"id":"3583840462801736","authorId":"3583840462801736","name":"yayaSG","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583840462801736","idStr":"3583840462801736"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/EJH\">$E-home Service(EJH)$</a>[流泪]&nbsp;","listText":"<a href=\"https://laohu8.com/S/EJH\">$E-home Service(EJH)$</a>[流泪]&nbsp;","text":"$E-home Service(EJH)$[流泪]","images":[{"img":"https://static.tigerbbs.com/13eb7563a341775a3489bea785d8d348","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/862726535","isVote":1,"tweetType":1,"viewCount":3002,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":887159657,"gmtCreate":1632010980579,"gmtModify":1632804885146,"author":{"id":"3583840462801736","authorId":"3583840462801736","name":"yayaSG","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583840462801736","idStr":"3583840462801736"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PINS\">$Pinterest, Inc.(PINS)$</a>一直没动[捂脸]&nbsp;","listText":"<a href=\"https://laohu8.com/S/PINS\">$Pinterest, Inc.(PINS)$</a>一直没动[捂脸]&nbsp;","text":"$Pinterest, Inc.(PINS)$一直没动[捂脸]","images":[{"img":"https://static.tigerbbs.com/551d784ded415b225e270f1b15ffa913","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/887159657","isVote":1,"tweetType":1,"viewCount":989,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":831292021,"gmtCreate":1629328804963,"gmtModify":1633685725373,"author":{"id":"3583840462801736","authorId":"3583840462801736","name":"yayaSG","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583840462801736","idStr":"3583840462801736"},"themes":[],"htmlText":"Will buy more when it goes to the dip.&nbsp;","listText":"Will buy more when it goes to the dip.&nbsp;","text":"Will buy more when it goes to the dip.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/831292021","repostId":"1130907862","repostType":4,"repost":{"id":"1130907862","kind":"news","pubTimestamp":1629263879,"share":"https://www.laohu8.com/m/news/1130907862?lang=zh_CN&edition=full","pubTime":"2021-08-18 13:17","market":"us","language":"en","title":"Nvidia: The Next 'Never Sell' Stock?<blockquote>英伟达：下一只“永不出售”的股票？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1130907862","media":"seekingalpha","summary":"NVIDIA reports earnings on Wednesday this week  as the stock is hovering around all-time highs.While the future certainly looks bright for the company, shares may be priced for perfection.That said, if any stock deserves a high multiple right now, it's NVIDIA!NVIDIA Corp.  reports earnings this week and the shares appear to be priced for perfection.NVIDIA certainly falls into that category. If any company deserves a high multiple today, it's certainly NVIDIA. The company has its hands  in three ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>NVIDIA reports earnings on Wednesday this week (8/18) as the stock is hovering around all-time highs.</li>  <li>While the future certainly looks bright for the company, shares may be priced for perfection.</li>  <li>That said, if any stock deserves a high multiple right now, it's NVIDIA!</li>  <li>Is this the next \"never sell\" stock?</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/38542d6cdbd9dec8054c33389caf105c\" tg-width=\"1536\" tg-height=\"1025\" referrerpolicy=\"no-referrer\"><span>Daniel Chetroni/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>英伟达将于本周三（8/18）公布财报，该股徘徊在历史高点附近。</li><li>虽然该公司的未来看起来肯定是光明的，但股票定价可能会趋于完美。</li><li>也就是说，如果现在有哪只股票值得高市盈率，那就是英伟达！</li><li>这是下一只“永不出售”的股票吗？</li></ul><p class=\"t-img-caption\"><span>Daniel Chetroni/iStock社论来自Getty Images</span></p></blockquote></p><p> <b>Introduction</b></p><p><blockquote><b>介绍</b></blockquote></p><p> NVIDIA Corp. (NVDA) reports earnings this week and the shares appear to be priced for perfection.</p><p><blockquote>英伟达公司（NVDA）本周公布了财报，该股的定价似乎非常完美。</blockquote></p><p> That said...there are certain stocks that you just don't sell!</p><p><blockquote>也就是说……有些股票你就是不卖！</blockquote></p><p> NVIDIA certainly falls into that category. If any company deserves a high multiple today, it's certainly NVIDIA. The company has its hands (and chips) in three of the biggest growth segments in technology: Gaming, cryptocurrency, and 5G (not to mention its importance in auto/self-driving!).</p><p><blockquote>英伟达当然属于这一类。如果说今天有哪家公司值得获得高市盈率，那肯定是英伟达。该公司涉足技术领域三个最大的增长领域：游戏、加密货币和5G（更不用说它在汽车/自动驾驶领域的重要性了！）.</blockquote></p><p> In fact, it's a stock that you should probably ADD to your position on any meaningful pullback.</p><p><blockquote>事实上，这是一只您可能应该在任何有意义的回调时增加头寸的股票。</blockquote></p><p> Which makes it a great stock for a cash-secured put strategy. Get paid to set a downside limit order on a stock that you want to buy (or add to) on any dips!</p><p><blockquote>这使得它成为现金担保看跌策略的绝佳股票。通过对你想在任何下跌时买入（或增持）的股票设置下跌限价单来获得报酬！</blockquote></p><p> <b>Valuation</b></p><p><blockquote><b>估值</b></blockquote></p><p> As we head into earnings this week, let's take a look at valuation.</p><p><blockquote>当我们进入本周的财报时，让我们来看看估值。</blockquote></p><p> High-growth technology companies are always tough to value as they tend to trade at really high (current) multiples based on future growth projections.</p><p><blockquote>高增长科技公司总是很难估值，因为根据未来增长预测，它们的交易价格往往非常高（当前）。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/488bcf7cabe5578f2e798e2b21b60dc0\" tg-width=\"565\" tg-height=\"230\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Yes, 45.8x forward earnings is a healthy multiple, but if any company deserves a high multiple today, it's certainly NVIDIA (given the importance of its chips in the major growth areas in technology).</p><p><blockquote>是的，45.8倍的预期市盈率是一个健康的市盈率，但如果今天有哪家公司值得拥有高市盈率，那肯定是英伟达（考虑到其芯片在技术主要增长领域的重要性）。</blockquote></p><p> NVIDIA's historical sales and EPS growth charts have always been a thing of beauty!</p><p><blockquote>英伟达的历史销售额和EPS增长图表一直是一件美好的事情！</blockquote></p><p> <img src=\"https://static.tigerbbs.com/961a45a675c7ac09b08b5b755c2d096c\" tg-width=\"640\" tg-height=\"247\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Although some sales were certainly pulled forward during the pandemic, the company is expected to earn $3.95 per share in fiscal 2022 (129% increase over 2021). However, NVDA expects earnings to grow even further in 2023 and 2024 to $4.36 per share (10% growth) and $5.04 per share (16% growth), respectively.<i>Note that NVDA's fiscal year-end is January.</i></p><p><blockquote>尽管疫情期间一些销售额肯定有所提前，但该公司预计2022财年每股收益为3.95美元（比2021年增长129%）。然而，NVDA预计2023年和2024年的盈利将进一步增长，分别达到每股4.36美元（增长10%）和每股5.04美元（增长16%）。<i>请注意，NVDA的财政年度结束时间是一月份。</i></blockquote></p><p> The company's balance sheet also is extremely strong with $12.7 billion of cash/short-term investments and management is producing a great return on invested capital of 23.6%.</p><p><blockquote>该公司的资产负债表也非常强劲，拥有127亿美元的现金/短期投资，管理层的投资资本回报率高达23.6%。</blockquote></p><p> <b>The \"N\" in FAANG?</b></p><p><blockquote><b>FAANG的“N”？</b></blockquote></p><p> One could argue that NVIDIA should actually replace Netflix (NFLX) as the \"N\" in FAANG.</p><p><blockquote>有人可能会说，英伟达实际上应该取代Netflix(NFLX)成为FAANG中的“N”。</blockquote></p><p> NVIDIA is currently the 9th largest weighting in the S&amp;P 500 (SPY).</p><p><blockquote>英伟达目前是标普500（SPDR标普500指数ETF）第九大权重。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9991ce7ada74056e0662b198cf339154\" tg-width=\"640\" tg-height=\"267\" width=\"100%\" height=\"auto\"><span>Source: YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：YCharts</span></p></blockquote></p><p> And the 8th largest weighting in the Nasdaq 100 (QQQ).</p><p><blockquote>在纳斯达克100指数(QQQ)中权重排名第八。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f835b261cdbc64458bb82196e5134f8\" tg-width=\"640\" tg-height=\"265\" width=\"100%\" height=\"auto\"><span>Source: YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：YCharts</span></p></blockquote></p><p> Could NVIDIA also be the next addition to the Dow Jones Industrial Average (replacing International Business Machines (IBM) at some point)??</p><p><blockquote>英伟达也会成为道琼斯工业平均指数的下一个成员吗（在某个时候取代国际商业机器公司（IBM））？？</blockquote></p><p> All the more reason to not sell any time soon...</p><p><blockquote>更有理由不尽快出售...</blockquote></p><p> <b>Buy The Dip! (Through Cash-Secured Puts)</b></p><p><blockquote><b>逢低买入！（透过现金抵押看跌期权）</b></blockquote></p><p> Cash-secured puts are a great way to add to your long-term position on a stock that you like.</p><p><blockquote>现金担保看跌期权是增加您喜欢的股票长期头寸的好方法。</blockquote></p><p> From a short-term perspective (especially as it's related to selling cash-secured puts), estimating a good \"strike zone\" is key to our analysis. Our strike zone takes into account (1) the stock's volatility, (2) recent performance (i.e., how much has it already pulled back from its recent highs), (3) near-term EPS risk, and (4) the overall volatility of the market (i.e., VIX level).</p><p><blockquote>从短期角度来看（特别是当它与出售现金担保看跌期权相关时），估计一个好的“罢工区”是我们分析的关键。我们的打击区考虑了(1)股票的波动性，(2)近期表现（即它已经从近期高点回落了多少），(3)近期每股收益风险，以及(4)整体市场波动性（即VIX水平）。</blockquote></p><p> As shown in the table below, our strike zone for NVIDIA currently is $149.00-$173.00, representing a required minimum margin of safety of 13.0%.</p><p><blockquote>如下表所示，我们目前对NVIDIA的打击区为149.00美元至173.00美元，相当于所需的最低安全边际13.0%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5e38091bf0ca8f52b16334659004eef4\" tg-width=\"640\" tg-height=\"283\" width=\"100%\" height=\"auto\"><span>(Source: Option income Advisor)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Option income Advisor）</span></p></blockquote></p><p> NVIDIA has historically been a volatile stock (42% Implied Volatility), as highlighted by its low Volatility/Risk rating of 4. However, the stock is in a very strong uptrend (so its Pullback Indicator of 2 also has a negative effect on minimum required margin of safety, which is currently at 13.0%).</p><p><blockquote>NVIDIA历来是一只波动性较大的股票（隐含波动率为42%），其波动性/风险评级为4。然而，该股正处于非常强劲的上升趋势（因此其回调指标2也对最低所需安全边际产生负面影响，目前为13.0%）。</blockquote></p><p> NVDA also reports earnings this week, so that will need to be on our radar for the option analysis.</p><p><blockquote>NVDA本周还公布了收益，因此我们的期权分析需要关注这一点。</blockquote></p><p></p><p> As shown in the chart below, the stock is still in a very strong uptrend with its 50-day moving average (blue line) trading above its 200-day moving average (red line). We now have a few good levels of support to watch:</p><p><blockquote>如下图所示，该股仍处于非常强劲的上升趋势，其50日移动平均线（蓝线）高于200日移动平均线（红线）。我们现在有一些良好的支持水平值得关注：</blockquote></p><p> <ol>  <li>50-day MA (~$193.00)</li>  <li>Low from July 2021 (~$181.50)</li>  <li>Breakout level from May 2021 (~$161.00)</li>  <li>200-day MA (~$152.50)</li> </ol> <img src=\"https://static.tigerbbs.com/28eb9670c7016d91d063e8e7809de17d\" tg-width=\"640\" tg-height=\"440\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote><ol><li>50天均线（~193.00美元）</li><li>2021年7月以来的低点（约181.50美元）</li><li>2021年5月起的突破水平（~161.00美元）</li><li>200日均线（~152.50美元）</li></ol></blockquote></p><p> There appears to be some decent technical support in our strike zone of $149.00-$173.00, which obviously makes us feel relatively good about selling a cash-secured put around the strike zone if we can.</p><p><blockquote>在我们的执行区149.00美元至173.00美元似乎有一些不错的技术支持，这显然让我们对在执行区周围出售现金担保看跌期权感觉相对较好。</blockquote></p><p> <b>Cash-Secured Put Analysis (Premium Yield, Margin-of-Safety, Delta)</b></p><p><blockquote><b>现金担保看跌分析（溢价收益率、安全边际、Delta）</b></blockquote></p><p> We primarily trade an income strategy that we call the Triple Income Wheel, which starts with writing cash-secured puts on high-quality stocks that you would like to own at a lower price. We won't go into full detail here, but the diagram below is a good summary of the strategy.</p><p><blockquote>我们主要交易一种收入策略，看涨期权为三重收入轮，首先是对您希望以较低价格持有的优质股票进行现金担保看跌期权。我们不会在这里详细介绍，但下图很好地总结了该策略。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/dfdd16ba25690201bcb1771ec8a557b9\" tg-width=\"640\" tg-height=\"640\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Ideally, when we sell a cash-secured put and start the Triple Income Wheel process, our put is in our \"Strike Zone\" for that stock. In our opinion, that puts the odds of long-term success in our favor.</p><p><blockquote>理想情况下，当我们出售现金担保看跌期权并开始三重收入轮流程时，我们的看跌期权处于该股票的“执行区”。我们认为，这增加了我们长期成功的机会。</blockquote></p><p> The three main data points we look at when analyzing a cash-secured put trade are:</p><p><blockquote>在分析现金担保看跌交易时，我们会考虑三个主要数据点：</blockquote></p><p> <ul>  <li>Premium Yield% (or Average Monthly Yield%): Measure of expected return on capital assuming that the option expires worthless (out-of-the-money).<i>Assumes that the option is fully cash secured.</i></li>  <li>Margin-of-Safety %: Measure of downside protection or the percentage that the underlying stock could decline and would still allow you to break even on the option trade.</li>  <li>Delta: A good proxy for the probability that the put option will finish in-the-money.</li> </ul> <i>Note that there is always a negative correlation between Premium Yield and Margin of Safety: The higher the Premium Yield for a given strike month, the lower the Margin of Safety.</i></p><p><blockquote><ul><li>溢价收益率%（或平均月收益率%）：假设期权到期时一文不值（价外）的预期资本回报率的衡量标准。<i>假设期权完全以现金抵押。</i></li><li>安全边际%：下行保护的衡量标准或标的股票可能下跌但仍能让您在期权交易中实现收支平衡的百分比。</li><li>Delta：很好地代表看跌期权以价内结束的概率。</li></ul><i>请注意，保费收益率和安全边际之间总是负相关：给定执行月份的保费收益率越高，安全边际越低。</i></blockquote></p><p> <i>An investor should always be honest with themselves about their risk tolerance. The Triple Income Wheel can be adapted to suit your needs.</i></p><p><blockquote><i>投资者应该始终对自己的风险承受能力诚实。三重收入轮可以根据您的需求进行调整。</i></blockquote></p><p> Now let's look at the cash-secured put analysis for NVIDIA. We're focused on the August monthly contract that expires on 9/17/21.</p><p><blockquote>现在让我们看看英伟达的现金担保看跌期权分析。我们关注的是21年9月17日到期的8月份月度合同。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f301b2bff52960855c087e8208548dbf\" tg-width=\"640\" tg-height=\"366\" width=\"100%\" height=\"auto\"><span>(Source: Option Income Advisor)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Option Income Advisor）</span></p></blockquote></p><p> We have highlighted three levels of trades based on various risk profiles: Aggressive (-A-), Base (-B-) and Conservative (-C-).<i>Please listen to the video above for further details.</i></p><p><blockquote>我们根据各种风险状况强调了三个级别的交易：激进(-A-)、基础(-B-)和保守(-C-)。<i>更多详情请听上面的视频。</i></blockquote></p><p> Ideally, we like to stick with our target levels for our Base portfolio:</p><p><blockquote>理想情况下，我们希望坚持基本投资组合的目标水平：</blockquote></p><p> <ul>  <li>Average Monthly Yield % (AMY%): 1.0%-1.5%</li>  <li>Strike price that is in the strike zone (i.e., margin of safety above the required minimum)</li>  <li>Delta &lt; 30</li> </ul> The NVDA Sept 17th $175.00 put option @ ~$1.81 meets all of our criteria with an AMY% of 1.0%, a Margin-of-Safety of 12.3%, and a Delta of 13.</p><p><blockquote><ul><li>平均月收益率%(AMY%)：1.0%-1.5%</li><li>处于执行区的执行价格（即高于所需最小值的安全边际）</li><li>δ&lt;30</li></ul>NVDA 9月17日175.00美元看跌期权@约1.81美元符合我们的所有标准，AMY%为1.0%，安全边际为12.3%，Delta为13。</blockquote></p><p> <i>Again, based on your risk tolerance, you could choose a strike price that is more aggressive ($185.00 strike) or more conservative ($170.00 strike) than the base trade.</i></p><p><blockquote><i>同样，根据您的风险承受能力，您可以选择比基础交易更激进（185.00美元）或更保守（170.00美元）的执行价格。</i></blockquote></p><p> <b>Downside Considerations</b></p><p><blockquote><b>不利因素</b></blockquote></p><p> Assuming we sold the NVDA Sept 17th $175.00 strike put option @ $1.81, we would collect $181.00 of premium for each option contract sold. In return for this premium, we agree (and are obligated) to buy 100 shares of NVDA stock for each contract sold at the strike price of $175.00.</p><p><blockquote>假设我们在9月17日以1.81美元的价格出售了NVDA 175.00美元的执行看跌期权，我们将为出售的每份期权合约收取181.00美元的权利金。作为此溢价的回报，我们同意（并且有义务）以175.00美元的执行价格为每份出售的合约购买100股NVDA股票。</blockquote></p><p> If the stock stays above $175.00 between now and expiration (9/17/21), the option expires worthless and we keep the premium of $1.81.</p><p><blockquote>如果股票从现在到到期（9/17/21）保持在175.00美元以上，期权到期时一文不值，我们保留1.81美元的权利金。</blockquote></p><p> However,<i>the downside of this trade comes into play if the stock closes below $175.00 on expiration (9/17/21). Since we're obligated to buy the stock at $175.00, we would have a potential unrealized capital loss on our hands (depending on how low the stock closed on expiration)</i>. We do get to keep the premium either way though, so our breakeven cost basis would be $173.19 ($175.00 - $1.81).</p><p><blockquote>然而，<i>如果股票在到期时（9/17/21）收盘价低于175.00美元，则该交易的下行空间就会发挥作用。由于我们有义务以175.00美元的价格购买股票，因此我们将面临潜在的未实现资本损失（取决于股票到期时的收盘价有多低）</i>无论如何，我们都可以保留溢价，因此我们的盈亏平衡成本基础将是173.19美元（175.00美元-1.81美元）。</blockquote></p><p> All that said, I think it's a win-win at this point if you can add to your NVDA position with a cost basis of $173.19.</p><p><blockquote>尽管如此，我认为如果您能够以173.19美元的成本基础增加您的NVDA头寸，这是一个双赢的局面。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> Based on our long-term and short-term views on NVIDIA, we believe that a cash-secured put strategy makes a lot of sense right now for investors interested adding to their position (or starting a new position). The NVDA Sept 17th $175.00 put option would generate an average monthly yield of 1.0% (or 1.0% over the next 31 days) with a margin-of-safety of 12.3%.</p><p><blockquote>根据我们对英伟达的长期和短期看法，我们认为现金担保看跌策略目前对于有兴趣增加头寸（或建立新头寸）的投资者来说非常有意义。NVDA 9月17日175.00美元看跌期权的平均月收益率为1.0%（或未来31天为1.0%），安全边际为12.3%。</blockquote></p><p></p><p> Assuming you could continue to roll this position every 45-60 days with similar risk/reward parameters, you could manufacture 12%-plus annualized income from NVIDIA over the next 12 months (while you patiently wait to add to your position).</p><p><blockquote>假设您可以继续以类似的风险/回报参数每45-60天滚动该头寸，那么您可以在未来12个月内从NVIDIA获得12%以上的年化收入（同时您耐心等待增加头寸）。</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>Nvidia: The Next 'Never Sell' Stock?<blockquote>英伟达：下一只“永不出售”的股票？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia: The Next 'Never Sell' Stock?<blockquote>英伟达：下一只“永不出售”的股票？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-08-18 13:17</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>NVIDIA reports earnings on Wednesday this week (8/18) as the stock is hovering around all-time highs.</li>  <li>While the future certainly looks bright for the company, shares may be priced for perfection.</li>  <li>That said, if any stock deserves a high multiple right now, it's NVIDIA!</li>  <li>Is this the next \"never sell\" stock?</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/38542d6cdbd9dec8054c33389caf105c\" tg-width=\"1536\" tg-height=\"1025\" referrerpolicy=\"no-referrer\"><span>Daniel Chetroni/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>英伟达将于本周三（8/18）公布财报，该股徘徊在历史高点附近。</li><li>虽然该公司的未来看起来肯定是光明的，但股票定价可能会趋于完美。</li><li>也就是说，如果现在有哪只股票值得高市盈率，那就是英伟达！</li><li>这是下一只“永不出售”的股票吗？</li></ul><p class=\"t-img-caption\"><span>Daniel Chetroni/iStock社论来自Getty Images</span></p></blockquote></p><p> <b>Introduction</b></p><p><blockquote><b>介绍</b></blockquote></p><p> NVIDIA Corp. (NVDA) reports earnings this week and the shares appear to be priced for perfection.</p><p><blockquote>英伟达公司（NVDA）本周公布了财报，该股的定价似乎非常完美。</blockquote></p><p> That said...there are certain stocks that you just don't sell!</p><p><blockquote>也就是说……有些股票你就是不卖！</blockquote></p><p> NVIDIA certainly falls into that category. If any company deserves a high multiple today, it's certainly NVIDIA. The company has its hands (and chips) in three of the biggest growth segments in technology: Gaming, cryptocurrency, and 5G (not to mention its importance in auto/self-driving!).</p><p><blockquote>英伟达当然属于这一类。如果说今天有哪家公司值得获得高市盈率，那肯定是英伟达。该公司涉足技术领域三个最大的增长领域：游戏、加密货币和5G（更不用说它在汽车/自动驾驶领域的重要性了！）.</blockquote></p><p> In fact, it's a stock that you should probably ADD to your position on any meaningful pullback.</p><p><blockquote>事实上，这是一只您可能应该在任何有意义的回调时增加头寸的股票。</blockquote></p><p> Which makes it a great stock for a cash-secured put strategy. Get paid to set a downside limit order on a stock that you want to buy (or add to) on any dips!</p><p><blockquote>这使得它成为现金担保看跌策略的绝佳股票。通过对你想在任何下跌时买入（或增持）的股票设置下跌限价单来获得报酬！</blockquote></p><p> <b>Valuation</b></p><p><blockquote><b>估值</b></blockquote></p><p> As we head into earnings this week, let's take a look at valuation.</p><p><blockquote>当我们进入本周的财报时，让我们来看看估值。</blockquote></p><p> High-growth technology companies are always tough to value as they tend to trade at really high (current) multiples based on future growth projections.</p><p><blockquote>高增长科技公司总是很难估值，因为根据未来增长预测，它们的交易价格往往非常高（当前）。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/488bcf7cabe5578f2e798e2b21b60dc0\" tg-width=\"565\" tg-height=\"230\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Yes, 45.8x forward earnings is a healthy multiple, but if any company deserves a high multiple today, it's certainly NVIDIA (given the importance of its chips in the major growth areas in technology).</p><p><blockquote>是的，45.8倍的预期市盈率是一个健康的市盈率，但如果今天有哪家公司值得拥有高市盈率，那肯定是英伟达（考虑到其芯片在技术主要增长领域的重要性）。</blockquote></p><p> NVIDIA's historical sales and EPS growth charts have always been a thing of beauty!</p><p><blockquote>英伟达的历史销售额和EPS增长图表一直是一件美好的事情！</blockquote></p><p> <img src=\"https://static.tigerbbs.com/961a45a675c7ac09b08b5b755c2d096c\" tg-width=\"640\" tg-height=\"247\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Although some sales were certainly pulled forward during the pandemic, the company is expected to earn $3.95 per share in fiscal 2022 (129% increase over 2021). However, NVDA expects earnings to grow even further in 2023 and 2024 to $4.36 per share (10% growth) and $5.04 per share (16% growth), respectively.<i>Note that NVDA's fiscal year-end is January.</i></p><p><blockquote>尽管疫情期间一些销售额肯定有所提前，但该公司预计2022财年每股收益为3.95美元（比2021年增长129%）。然而，NVDA预计2023年和2024年的盈利将进一步增长，分别达到每股4.36美元（增长10%）和每股5.04美元（增长16%）。<i>请注意，NVDA的财政年度结束时间是一月份。</i></blockquote></p><p> The company's balance sheet also is extremely strong with $12.7 billion of cash/short-term investments and management is producing a great return on invested capital of 23.6%.</p><p><blockquote>该公司的资产负债表也非常强劲，拥有127亿美元的现金/短期投资，管理层的投资资本回报率高达23.6%。</blockquote></p><p> <b>The \"N\" in FAANG?</b></p><p><blockquote><b>FAANG的“N”？</b></blockquote></p><p> One could argue that NVIDIA should actually replace Netflix (NFLX) as the \"N\" in FAANG.</p><p><blockquote>有人可能会说，英伟达实际上应该取代Netflix(NFLX)成为FAANG中的“N”。</blockquote></p><p> NVIDIA is currently the 9th largest weighting in the S&amp;P 500 (SPY).</p><p><blockquote>英伟达目前是标普500（SPDR标普500指数ETF）第九大权重。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9991ce7ada74056e0662b198cf339154\" tg-width=\"640\" tg-height=\"267\" width=\"100%\" height=\"auto\"><span>Source: YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：YCharts</span></p></blockquote></p><p> And the 8th largest weighting in the Nasdaq 100 (QQQ).</p><p><blockquote>在纳斯达克100指数(QQQ)中权重排名第八。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f835b261cdbc64458bb82196e5134f8\" tg-width=\"640\" tg-height=\"265\" width=\"100%\" height=\"auto\"><span>Source: YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：YCharts</span></p></blockquote></p><p> Could NVIDIA also be the next addition to the Dow Jones Industrial Average (replacing International Business Machines (IBM) at some point)??</p><p><blockquote>英伟达也会成为道琼斯工业平均指数的下一个成员吗（在某个时候取代国际商业机器公司（IBM））？？</blockquote></p><p> All the more reason to not sell any time soon...</p><p><blockquote>更有理由不尽快出售...</blockquote></p><p> <b>Buy The Dip! (Through Cash-Secured Puts)</b></p><p><blockquote><b>逢低买入！（透过现金抵押看跌期权）</b></blockquote></p><p> Cash-secured puts are a great way to add to your long-term position on a stock that you like.</p><p><blockquote>现金担保看跌期权是增加您喜欢的股票长期头寸的好方法。</blockquote></p><p> From a short-term perspective (especially as it's related to selling cash-secured puts), estimating a good \"strike zone\" is key to our analysis. Our strike zone takes into account (1) the stock's volatility, (2) recent performance (i.e., how much has it already pulled back from its recent highs), (3) near-term EPS risk, and (4) the overall volatility of the market (i.e., VIX level).</p><p><blockquote>从短期角度来看（特别是当它与出售现金担保看跌期权相关时），估计一个好的“罢工区”是我们分析的关键。我们的打击区考虑了(1)股票的波动性，(2)近期表现（即它已经从近期高点回落了多少），(3)近期每股收益风险，以及(4)整体市场波动性（即VIX水平）。</blockquote></p><p> As shown in the table below, our strike zone for NVIDIA currently is $149.00-$173.00, representing a required minimum margin of safety of 13.0%.</p><p><blockquote>如下表所示，我们目前对NVIDIA的打击区为149.00美元至173.00美元，相当于所需的最低安全边际13.0%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5e38091bf0ca8f52b16334659004eef4\" tg-width=\"640\" tg-height=\"283\" width=\"100%\" height=\"auto\"><span>(Source: Option income Advisor)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Option income Advisor）</span></p></blockquote></p><p> NVIDIA has historically been a volatile stock (42% Implied Volatility), as highlighted by its low Volatility/Risk rating of 4. However, the stock is in a very strong uptrend (so its Pullback Indicator of 2 also has a negative effect on minimum required margin of safety, which is currently at 13.0%).</p><p><blockquote>NVIDIA历来是一只波动性较大的股票（隐含波动率为42%），其波动性/风险评级为4。然而，该股正处于非常强劲的上升趋势（因此其回调指标2也对最低所需安全边际产生负面影响，目前为13.0%）。</blockquote></p><p> NVDA also reports earnings this week, so that will need to be on our radar for the option analysis.</p><p><blockquote>NVDA本周还公布了收益，因此我们的期权分析需要关注这一点。</blockquote></p><p></p><p> As shown in the chart below, the stock is still in a very strong uptrend with its 50-day moving average (blue line) trading above its 200-day moving average (red line). We now have a few good levels of support to watch:</p><p><blockquote>如下图所示，该股仍处于非常强劲的上升趋势，其50日移动平均线（蓝线）高于200日移动平均线（红线）。我们现在有一些良好的支持水平值得关注：</blockquote></p><p> <ol>  <li>50-day MA (~$193.00)</li>  <li>Low from July 2021 (~$181.50)</li>  <li>Breakout level from May 2021 (~$161.00)</li>  <li>200-day MA (~$152.50)</li> </ol> <img src=\"https://static.tigerbbs.com/28eb9670c7016d91d063e8e7809de17d\" tg-width=\"640\" tg-height=\"440\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote><ol><li>50天均线（~193.00美元）</li><li>2021年7月以来的低点（约181.50美元）</li><li>2021年5月起的突破水平（~161.00美元）</li><li>200日均线（~152.50美元）</li></ol></blockquote></p><p> There appears to be some decent technical support in our strike zone of $149.00-$173.00, which obviously makes us feel relatively good about selling a cash-secured put around the strike zone if we can.</p><p><blockquote>在我们的执行区149.00美元至173.00美元似乎有一些不错的技术支持，这显然让我们对在执行区周围出售现金担保看跌期权感觉相对较好。</blockquote></p><p> <b>Cash-Secured Put Analysis (Premium Yield, Margin-of-Safety, Delta)</b></p><p><blockquote><b>现金担保看跌分析（溢价收益率、安全边际、Delta）</b></blockquote></p><p> We primarily trade an income strategy that we call the Triple Income Wheel, which starts with writing cash-secured puts on high-quality stocks that you would like to own at a lower price. We won't go into full detail here, but the diagram below is a good summary of the strategy.</p><p><blockquote>我们主要交易一种收入策略，看涨期权为三重收入轮，首先是对您希望以较低价格持有的优质股票进行现金担保看跌期权。我们不会在这里详细介绍，但下图很好地总结了该策略。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/dfdd16ba25690201bcb1771ec8a557b9\" tg-width=\"640\" tg-height=\"640\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Ideally, when we sell a cash-secured put and start the Triple Income Wheel process, our put is in our \"Strike Zone\" for that stock. In our opinion, that puts the odds of long-term success in our favor.</p><p><blockquote>理想情况下，当我们出售现金担保看跌期权并开始三重收入轮流程时，我们的看跌期权处于该股票的“执行区”。我们认为，这增加了我们长期成功的机会。</blockquote></p><p> The three main data points we look at when analyzing a cash-secured put trade are:</p><p><blockquote>在分析现金担保看跌交易时，我们会考虑三个主要数据点：</blockquote></p><p> <ul>  <li>Premium Yield% (or Average Monthly Yield%): Measure of expected return on capital assuming that the option expires worthless (out-of-the-money).<i>Assumes that the option is fully cash secured.</i></li>  <li>Margin-of-Safety %: Measure of downside protection or the percentage that the underlying stock could decline and would still allow you to break even on the option trade.</li>  <li>Delta: A good proxy for the probability that the put option will finish in-the-money.</li> </ul> <i>Note that there is always a negative correlation between Premium Yield and Margin of Safety: The higher the Premium Yield for a given strike month, the lower the Margin of Safety.</i></p><p><blockquote><ul><li>溢价收益率%（或平均月收益率%）：假设期权到期时一文不值（价外）的预期资本回报率的衡量标准。<i>假设期权完全以现金抵押。</i></li><li>安全边际%：下行保护的衡量标准或标的股票可能下跌但仍能让您在期权交易中实现收支平衡的百分比。</li><li>Delta：很好地代表看跌期权以价内结束的概率。</li></ul><i>请注意，保费收益率和安全边际之间总是负相关：给定执行月份的保费收益率越高，安全边际越低。</i></blockquote></p><p> <i>An investor should always be honest with themselves about their risk tolerance. The Triple Income Wheel can be adapted to suit your needs.</i></p><p><blockquote><i>投资者应该始终对自己的风险承受能力诚实。三重收入轮可以根据您的需求进行调整。</i></blockquote></p><p> Now let's look at the cash-secured put analysis for NVIDIA. We're focused on the August monthly contract that expires on 9/17/21.</p><p><blockquote>现在让我们看看英伟达的现金担保看跌期权分析。我们关注的是21年9月17日到期的8月份月度合同。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f301b2bff52960855c087e8208548dbf\" tg-width=\"640\" tg-height=\"366\" width=\"100%\" height=\"auto\"><span>(Source: Option Income Advisor)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Option Income Advisor）</span></p></blockquote></p><p> We have highlighted three levels of trades based on various risk profiles: Aggressive (-A-), Base (-B-) and Conservative (-C-).<i>Please listen to the video above for further details.</i></p><p><blockquote>我们根据各种风险状况强调了三个级别的交易：激进(-A-)、基础(-B-)和保守(-C-)。<i>更多详情请听上面的视频。</i></blockquote></p><p> Ideally, we like to stick with our target levels for our Base portfolio:</p><p><blockquote>理想情况下，我们希望坚持基本投资组合的目标水平：</blockquote></p><p> <ul>  <li>Average Monthly Yield % (AMY%): 1.0%-1.5%</li>  <li>Strike price that is in the strike zone (i.e., margin of safety above the required minimum)</li>  <li>Delta &lt; 30</li> </ul> The NVDA Sept 17th $175.00 put option @ ~$1.81 meets all of our criteria with an AMY% of 1.0%, a Margin-of-Safety of 12.3%, and a Delta of 13.</p><p><blockquote><ul><li>平均月收益率%(AMY%)：1.0%-1.5%</li><li>处于执行区的执行价格（即高于所需最小值的安全边际）</li><li>δ&lt;30</li></ul>NVDA 9月17日175.00美元看跌期权@约1.81美元符合我们的所有标准，AMY%为1.0%，安全边际为12.3%，Delta为13。</blockquote></p><p> <i>Again, based on your risk tolerance, you could choose a strike price that is more aggressive ($185.00 strike) or more conservative ($170.00 strike) than the base trade.</i></p><p><blockquote><i>同样，根据您的风险承受能力，您可以选择比基础交易更激进（185.00美元）或更保守（170.00美元）的执行价格。</i></blockquote></p><p> <b>Downside Considerations</b></p><p><blockquote><b>不利因素</b></blockquote></p><p> Assuming we sold the NVDA Sept 17th $175.00 strike put option @ $1.81, we would collect $181.00 of premium for each option contract sold. In return for this premium, we agree (and are obligated) to buy 100 shares of NVDA stock for each contract sold at the strike price of $175.00.</p><p><blockquote>假设我们在9月17日以1.81美元的价格出售了NVDA 175.00美元的执行看跌期权，我们将为出售的每份期权合约收取181.00美元的权利金。作为此溢价的回报，我们同意（并且有义务）以175.00美元的执行价格为每份出售的合约购买100股NVDA股票。</blockquote></p><p> If the stock stays above $175.00 between now and expiration (9/17/21), the option expires worthless and we keep the premium of $1.81.</p><p><blockquote>如果股票从现在到到期（9/17/21）保持在175.00美元以上，期权到期时一文不值，我们保留1.81美元的权利金。</blockquote></p><p> However,<i>the downside of this trade comes into play if the stock closes below $175.00 on expiration (9/17/21). Since we're obligated to buy the stock at $175.00, we would have a potential unrealized capital loss on our hands (depending on how low the stock closed on expiration)</i>. We do get to keep the premium either way though, so our breakeven cost basis would be $173.19 ($175.00 - $1.81).</p><p><blockquote>然而，<i>如果股票在到期时（9/17/21）收盘价低于175.00美元，则该交易的下行空间就会发挥作用。由于我们有义务以175.00美元的价格购买股票，因此我们将面临潜在的未实现资本损失（取决于股票到期时的收盘价有多低）</i>无论如何，我们都可以保留溢价，因此我们的盈亏平衡成本基础将是173.19美元（175.00美元-1.81美元）。</blockquote></p><p> All that said, I think it's a win-win at this point if you can add to your NVDA position with a cost basis of $173.19.</p><p><blockquote>尽管如此，我认为如果您能够以173.19美元的成本基础增加您的NVDA头寸，这是一个双赢的局面。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> Based on our long-term and short-term views on NVIDIA, we believe that a cash-secured put strategy makes a lot of sense right now for investors interested adding to their position (or starting a new position). The NVDA Sept 17th $175.00 put option would generate an average monthly yield of 1.0% (or 1.0% over the next 31 days) with a margin-of-safety of 12.3%.</p><p><blockquote>根据我们对英伟达的长期和短期看法，我们认为现金担保看跌策略目前对于有兴趣增加头寸（或建立新头寸）的投资者来说非常有意义。NVDA 9月17日175.00美元看跌期权的平均月收益率为1.0%（或未来31天为1.0%），安全边际为12.3%。</blockquote></p><p></p><p> Assuming you could continue to roll this position every 45-60 days with similar risk/reward parameters, you could manufacture 12%-plus annualized income from NVIDIA over the next 12 months (while you patiently wait to add to your position).</p><p><blockquote>假设您可以继续以类似的风险/回报参数每45-60天滚动该头寸，那么您可以在未来12个月内从NVIDIA获得12%以上的年化收入（同时您耐心等待增加头寸）。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4450207-nvidia-the-next-never-sell-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":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4450207-nvidia-the-next-never-sell-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130907862","content_text":"Summary\n\nNVIDIA reports earnings on Wednesday this week (8/18) as the stock is hovering around all-time highs.\nWhile the future certainly looks bright for the company, shares may be priced for perfection.\nThat said, if any stock deserves a high multiple right now, it's NVIDIA!\nIs this the next \"never sell\" stock?\n\nDaniel Chetroni/iStock Editorial via Getty Images\nIntroduction\nNVIDIA Corp. (NVDA) reports earnings this week and the shares appear to be priced for perfection.\nThat said...there are certain stocks that you just don't sell!\nNVIDIA certainly falls into that category. If any company deserves a high multiple today, it's certainly NVIDIA. The company has its hands (and chips) in three of the biggest growth segments in technology: Gaming, cryptocurrency, and 5G (not to mention its importance in auto/self-driving!).\nIn fact, it's a stock that you should probably ADD to your position on any meaningful pullback.\nWhich makes it a great stock for a cash-secured put strategy. Get paid to set a downside limit order on a stock that you want to buy (or add to) on any dips!\nValuation\nAs we head into earnings this week, let's take a look at valuation.\nHigh-growth technology companies are always tough to value as they tend to trade at really high (current) multiples based on future growth projections.\n\nYes, 45.8x forward earnings is a healthy multiple, but if any company deserves a high multiple today, it's certainly NVIDIA (given the importance of its chips in the major growth areas in technology).\nNVIDIA's historical sales and EPS growth charts have always been a thing of beauty!\n\nAlthough some sales were certainly pulled forward during the pandemic, the company is expected to earn $3.95 per share in fiscal 2022 (129% increase over 2021). However, NVDA expects earnings to grow even further in 2023 and 2024 to $4.36 per share (10% growth) and $5.04 per share (16% growth), respectively.Note that NVDA's fiscal year-end is January.\nThe company's balance sheet also is extremely strong with $12.7 billion of cash/short-term investments and management is producing a great return on invested capital of 23.6%.\nThe \"N\" in FAANG?\nOne could argue that NVIDIA should actually replace Netflix (NFLX) as the \"N\" in FAANG.\nNVIDIA is currently the 9th largest weighting in the S&P 500 (SPY).\nSource: YCharts\nAnd the 8th largest weighting in the Nasdaq 100 (QQQ).\nSource: YCharts\nCould NVIDIA also be the next addition to the Dow Jones Industrial Average (replacing International Business Machines (IBM) at some point)??\nAll the more reason to not sell any time soon...\nBuy The Dip! (Through Cash-Secured Puts)\nCash-secured puts are a great way to add to your long-term position on a stock that you like.\nFrom a short-term perspective (especially as it's related to selling cash-secured puts), estimating a good \"strike zone\" is key to our analysis. Our strike zone takes into account (1) the stock's volatility, (2) recent performance (i.e., how much has it already pulled back from its recent highs), (3) near-term EPS risk, and (4) the overall volatility of the market (i.e., VIX level).\nAs shown in the table below, our strike zone for NVIDIA currently is $149.00-$173.00, representing a required minimum margin of safety of 13.0%.\n(Source: Option income Advisor)\nNVIDIA has historically been a volatile stock (42% Implied Volatility), as highlighted by its low Volatility/Risk rating of 4. However, the stock is in a very strong uptrend (so its Pullback Indicator of 2 also has a negative effect on minimum required margin of safety, which is currently at 13.0%).\nNVDA also reports earnings this week, so that will need to be on our radar for the option analysis.\nAs shown in the chart below, the stock is still in a very strong uptrend with its 50-day moving average (blue line) trading above its 200-day moving average (red line). We now have a few good levels of support to watch:\n\n50-day MA (~$193.00)\nLow from July 2021 (~$181.50)\nBreakout level from May 2021 (~$161.00)\n200-day MA (~$152.50)\n\n\nThere appears to be some decent technical support in our strike zone of $149.00-$173.00, which obviously makes us feel relatively good about selling a cash-secured put around the strike zone if we can.\nCash-Secured Put Analysis (Premium Yield, Margin-of-Safety, Delta)\nWe primarily trade an income strategy that we call the Triple Income Wheel, which starts with writing cash-secured puts on high-quality stocks that you would like to own at a lower price. We won't go into full detail here, but the diagram below is a good summary of the strategy.\n\nIdeally, when we sell a cash-secured put and start the Triple Income Wheel process, our put is in our \"Strike Zone\" for that stock. In our opinion, that puts the odds of long-term success in our favor.\nThe three main data points we look at when analyzing a cash-secured put trade are:\n\nPremium Yield% (or Average Monthly Yield%): Measure of expected return on capital assuming that the option expires worthless (out-of-the-money).Assumes that the option is fully cash secured.\nMargin-of-Safety %: Measure of downside protection or the percentage that the underlying stock could decline and would still allow you to break even on the option trade.\nDelta: A good proxy for the probability that the put option will finish in-the-money.\n\nNote that there is always a negative correlation between Premium Yield and Margin of Safety: The higher the Premium Yield for a given strike month, the lower the Margin of Safety.\nAn investor should always be honest with themselves about their risk tolerance. The Triple Income Wheel can be adapted to suit your needs.\nNow let's look at the cash-secured put analysis for NVIDIA. We're focused on the August monthly contract that expires on 9/17/21.\n(Source: Option Income Advisor)\nWe have highlighted three levels of trades based on various risk profiles: Aggressive (-A-), Base (-B-) and Conservative (-C-).Please listen to the video above for further details.\nIdeally, we like to stick with our target levels for our Base portfolio:\n\nAverage Monthly Yield % (AMY%): 1.0%-1.5%\nStrike price that is in the strike zone (i.e., margin of safety above the required minimum)\nDelta < 30\n\nThe NVDA Sept 17th $175.00 put option @ ~$1.81 meets all of our criteria with an AMY% of 1.0%, a Margin-of-Safety of 12.3%, and a Delta of 13.\nAgain, based on your risk tolerance, you could choose a strike price that is more aggressive ($185.00 strike) or more conservative ($170.00 strike) than the base trade.\nDownside Considerations\nAssuming we sold the NVDA Sept 17th $175.00 strike put option @ $1.81, we would collect $181.00 of premium for each option contract sold. In return for this premium, we agree (and are obligated) to buy 100 shares of NVDA stock for each contract sold at the strike price of $175.00.\nIf the stock stays above $175.00 between now and expiration (9/17/21), the option expires worthless and we keep the premium of $1.81.\nHowever,the downside of this trade comes into play if the stock closes below $175.00 on expiration (9/17/21). Since we're obligated to buy the stock at $175.00, we would have a potential unrealized capital loss on our hands (depending on how low the stock closed on expiration). We do get to keep the premium either way though, so our breakeven cost basis would be $173.19 ($175.00 - $1.81).\nAll that said, I think it's a win-win at this point if you can add to your NVDA position with a cost basis of $173.19.\nConclusion\nBased on our long-term and short-term views on NVIDIA, we believe that a cash-secured put strategy makes a lot of sense right now for investors interested adding to their position (or starting a new position). The NVDA Sept 17th $175.00 put option would generate an average monthly yield of 1.0% (or 1.0% over the next 31 days) with a margin-of-safety of 12.3%.\nAssuming you could continue to roll this position every 45-60 days with similar risk/reward parameters, you could manufacture 12%-plus annualized income from NVIDIA over the next 12 months (while you patiently wait to add to your position).","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":654,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":884648594,"gmtCreate":1631889341718,"gmtModify":1632805541163,"author":{"id":"3583840462801736","authorId":"3583840462801736","name":"yayaSG","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583840462801736","idStr":"3583840462801736"},"themes":[],"htmlText":"Really?","listText":"Really?","text":"Really?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/884648594","repostId":"2168925520","repostType":4,"isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":154462041,"gmtCreate":1625539806083,"gmtModify":1631885594494,"author":{"id":"3583840462801736","authorId":"3583840462801736","name":"yayaSG","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583840462801736","idStr":"3583840462801736"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>After a long wait","listText":"<a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>After a long wait","text":"$SINGAPORE AIRLINES LTD(C6L.SI)$After a long wait","images":[{"img":"https://static.tigerbbs.com/0da13806ba9732a6351edce89ff2b455","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/154462041","isVote":1,"tweetType":1,"viewCount":289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":854410357,"gmtCreate":1635472855044,"gmtModify":1635472914371,"author":{"id":"3583840462801736","authorId":"3583840462801736","name":"yayaSG","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583840462801736","idStr":"3583840462801736"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/5GD.SI\">$SUNPOWER GROUP LTD.(5GD.SI)$</a>[喷血]&nbsp;","listText":"<a href=\"https://laohu8.com/S/5GD.SI\">$SUNPOWER GROUP LTD.(5GD.SI)$</a>[喷血]&nbsp;","text":"$SUNPOWER GROUP LTD.(5GD.SI)$[喷血]","images":[{"img":"https://static.tigerbbs.com/79548bd480b81bf7174b46fc185c7a26","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/854410357","isVote":1,"tweetType":1,"viewCount":1680,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":867732488,"gmtCreate":1633313268980,"gmtModify":1633313268980,"author":{"id":"3583840462801736","authorId":"3583840462801736","name":"yayaSG","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3583840462801736","idStr":"3583840462801736"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AJBU.SI\">$KEPPEL DC REIT(AJBU.SI)$</a>Hopefully it's the dip.&nbsp;","listText":"<a href=\"https://laohu8.com/S/AJBU.SI\">$KEPPEL DC REIT(AJBU.SI)$</a>Hopefully it's the dip.&nbsp;","text":"$KEPPEL DC REIT(AJBU.SI)$Hopefully it's the dip.","images":[{"img":"https://static.tigerbbs.com/36b2c0dece1f4568831fc0ee195a0c8e","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/867732488","isVote":1,"tweetType":1,"viewCount":3188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}