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7cs
2021-09-15
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U.S. stocks close lower on worries over recovery, corporate tax hikes<blockquote>由于对经济复苏和企业增税的担忧,美国股市收盘走低</blockquote>
7cs
2021-06-14
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7cs
2021-09-02
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7cs
2021-10-30
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7cs
2021-10-28
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7cs
2021-10-19
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Shipping industry faces ESG heat from lenders<blockquote>航运业面临贷款人的 ESG 压力</blockquote>
7cs
2021-09-25
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7cs
2021-08-13
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7cs
2021-08-08
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SEC Moves First DeFi Unregistered Securities Lawsuit<blockquote>SEC 提起首例 DeFi 未注册证券诉讼</blockquote>
7cs
2021-08-04
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pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/696246934","repostId":"1149345512","repostType":4,"repost":{"id":"1149345512","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":1640705349,"share":"https://www.laohunote.com/m/news/1149345512?lang=zh_CN&edition=full","pubTime":"2021-12-28 23:29","market":"us","language":"en","title":"Some Gaming Stocks Gained in Morning Trading<blockquote>部分游戏股早盘上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1149345512","media":"Tiger Newspress","summary":"Some gaming stocks gained in morning trading.Activision Blizzard, Playtika Holding, Zynga and Electr","content":"<p>Some gaming stocks gained in morning trading.Activision Blizzard, Playtika Holding, Zynga and Electronic Arts climbed between 1% and 3%.</p><p><blockquote>一些游戏股在早盘交易中上涨。动视暴雪、Playtika Holding、Zynga 和艺电股价上涨 1% 至 3%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/eaefc8e1edf986edb1747eb2ba57c451\" tg-width=\"425\" tg-height=\"358\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Some Gaming Stocks Gained in Morning Trading<blockquote>部分游戏股早盘上涨</blockquote></title>\n<style 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}\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\">\nSome Gaming Stocks Gained in Morning Trading<blockquote>部分游戏股早盘上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-28 23:29</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Some gaming stocks gained in morning trading.Activision Blizzard, Playtika Holding, Zynga and Electronic Arts climbed between 1% and 3%.</p><p><blockquote>一些游戏股在早盘交易中上涨。动视暴雪、Playtika Holding、Zynga 和艺电股价上涨 1% 至 3%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/eaefc8e1edf986edb1747eb2ba57c451\" tg-width=\"425\" tg-height=\"358\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149345512","content_text":"Some gaming stocks gained in morning trading.Activision Blizzard, Playtika Holding, Zynga and Electronic Arts climbed between 1% and 3%.","news_type":1,"symbols_score_info":{"ATVI":0.9}},"isVote":1,"tweetType":1,"viewCount":3330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691025808,"gmtCreate":1640100392314,"gmtModify":1640100392694,"author":{"id":"3584307768549747","authorId":"3584307768549747","name":"7cs","avatar":"https://static.tigerbbs.com/c280462a813e6bcb1d631a200079cef5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584307768549747","authorIdStr":"3584307768549747"},"themes":[],"title":"","htmlText":"like pls","listText":"like pls","text":"like 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pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/608863696","repostId":"1140678193","repostType":4,"isVote":1,"tweetType":1,"viewCount":4091,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601403832,"gmtCreate":1638544732731,"gmtModify":1638544732955,"author":{"id":"3584307768549747","authorId":"3584307768549747","name":"7cs","avatar":"https://static.tigerbbs.com/c280462a813e6bcb1d631a200079cef5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584307768549747","authorIdStr":"3584307768549747"},"themes":[],"title":"","htmlText":"like pls","listText":"like pls","text":"like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/601403832","repostId":"1115344844","repostType":4,"repost":{"id":"1115344844","kind":"news","pubTimestamp":1638544099,"share":"https://www.laohunote.com/m/news/1115344844?lang=zh_CN&edition=full","pubTime":"2021-12-03 23:08","market":"us","language":"en","title":"3 High Growth Stocks To Buy In The Pullback<blockquote>回调期间值得买入的 3 只高增长股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1115344844","media":"Seeking Alpha","summary":"Summary\n\nUpstart has fallen more than 50% from its highs. But its last earnings report wasn't that b","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Upstart has fallen more than 50% from its highs. But its last earnings report wasn't that bad. The story is still intact and shares have derisked considerably.</li> <li>Zscaler continues to impress with recent results showing accelerated growth again. The shares went up immediately after the report but reversed down in the general wash out.</li> <li>Monday.com is a fairly new company and it also got hit by the market. Its high growth profile, rapidly improving profitability, and reasonable valuation makes it an interesting stock pick.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2aac50f1e4e4115b0d38a5ec6c15c267\" tg-width=\"1536\" tg-height=\"1139\" width=\"100%\" height=\"auto\"><span>Galeanu Mihai/iStock via Getty Images</span></p><p><blockquote><ul><li>Upstart 已从高点下跌超过 50%。但它的上一份收益报告并没有那么糟糕。故事仍然完好无损,股价已大幅降低风险。</li><li>Zscaler 继续给人留下深刻印象,最近的结果再次显示加速增长。报告发布后,该股立即上涨,但在普遍洗盘中回落。</li><li>Monday.com 是一家相当新的公司,它也受到了市场的打击。其高增长形势、快速提高的盈利能力和合理的估值使其成为一个有趣的股票选择。</li></ul><p class=\"t-img-caption\"><span>Galeanu Mihai/iStock 来自 Getty Images</span></p></blockquote></p><p> I started writing this article one week ago with the goal to review Upstart's recent quarterly results. Since in my last article, I argued that Upstart (UPST) might still be an attractive buying opportunity at $390 a share, I wanted to check on the company (currently trading around $180 –<i>yikes!</i>).</p><p><blockquote>我一周前开始写这篇文章,目的是回顾一下 Upstart 最近的季度业绩。由于在我的上一篇文章中,我认为 Upstart (UPST) 可能仍然是每股 390 美元的有吸引力的买入机会,因此我想了解一下该公司(目前交易价格约为 180 美元 –<i>呀!</i>).</blockquote></p><p> However, the recent market sell-off, especially in high-growth names, made me reconsider the direction of the article. I think it is much more interesting right now to write about some high-growth names in my portfolio that I am considering adding during this little downturn.</p><p><blockquote>然而,最近的市场抛售,尤其是高增长股票,让我重新考虑了文章的方向。我认为现在在我的投资组合中写下一些高增长的名字要有趣得多,我正在考虑在这次小小的低迷时期添加这些名字。</blockquote></p><p> A little caveat upfront, though. I am really bad at short-term calls (as evidenced by my recent Upstart article). I have no idea what the Omicron variant will do to our economy, what the Fed's monetary policy will be in the future and how far this sell-off will go eventually. By the time this article is published, the sell-off might already have reversed. Or it might have gotten much worse. I simply don't know.</p><p><blockquote>不过,先有一个小小的警告。我真的不擅长短期评级(我最近的暴发户文章就证明了这一点)。我不知道奥密克戎变体会对我们的经济产生什么影响,美联储未来的货币政策会是什么,以及这种抛售最终会走多远。当本文发表时,抛售可能已经逆转。或者情况可能会变得更糟。我就是不知道。</blockquote></p><p> What I do know is that there are companies in the public markets with exceptional business fundamentals that <b>will do very well regardless of the macro environment</b>. These are businesses with high growth rates, high margins, and long runways of growth. They also have high valuation multiples which lead to increased risk and high volatility. Taking advantage of that volatility is a great way to increase your returns. Here are some stocks that I consider buying right now:</p><p><blockquote>我所知道的是,公开市场上有些公司拥有卓越的商业基本面<b>无论宏观环境如何,都会做得很好</b>这些业务具有高增长率、高利润率和长增长跑道。它们还具有高估值倍数,导致风险增加和高波动性。利用这种波动性是增加回报的好方法。以下是我现在考虑购买的一些股票:</blockquote></p><p> <b>Upstart</b></p><p><blockquote><b>暴发户</b></blockquote></p><p> Let's start with the one I originally wanted to write about: To summarize shortly, I think that if you liked Upstart at $390, you should like it much more at $180. The earnings release for Q3 2021 was not as bad as the market's reaction might suggest. Yes, expectations were lofty based on an exceptional Q2 report, and yes, these expectations were not entirely met in Q3. But that does not mean that the fundamental picture has deteriorated. What the wild price swings of the past prove, and I have written about in the past, is that this young company is difficult to value. Growth is high, but also hard to predict. And while the disruption of the FICO score through AI technology is enticing and seems inevitable, Upstart's role in that story is not set in stone.</p><p><blockquote>让我们从我最初想写的开始:简单总结一下,我认为如果你喜欢390美元的Upstart,你应该更喜欢180美元的它。2021 年第三季度的财报发布并不像市场反应所暗示的那么糟糕。是的,基于出色的第二季度报告,人们的期望很高,是的,这些期望在第三季度并没有完全得到满足。但这并不意味着基本面已经恶化。过去价格的剧烈波动证明,我过去也写过,这家年轻的公司很难估值。增长很高,但也很难预测。虽然通过人工智能技术破坏 FICO 分数很诱人,而且似乎是不可避免的,但 Upstart 在这个故事中的角色并非一成不变。</blockquote></p><p> Let's look at some numbers:</p><p><blockquote>让我们看一些数字:</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7b085c5134a9e376f177da8f5fa2674e\" tg-width=\"640\" tg-height=\"309\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b826680751b139c569c90d0d3be483cf\" tg-width=\"640\" tg-height=\"163\" width=\"100%\" height=\"auto\"><span>Source: Author</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源:作者</span></p></blockquote></p><p> As you can see, revenue growth is still explosive, and with a normal beat should accelerate again into Q4 on a sequential basis. And while most key performance indicators (loans transacted, conversion rate, percentage of automated loans) together with margins all decelerated or went down slightly, I don't think that this means the fundamentals have changed with this company. There were many details mentioned in the earnings call that I won't discuss in this article format. But the key takeaway for me was that management seemed very upbeat about the future of the company.</p><p><blockquote>正如您所看到的,收入增长仍然是爆炸性的,在正常情况下,收入增长应该会再次加速到第四季度。虽然大多数关键绩效指标(交易贷款、转化率、自动化贷款百分比)以及利润率都有所减速或略有下降,但我认为这并不意味着这家公司的基本面已经发生了变化。收益看涨期权中提到了许多细节,我不会以本文的形式讨论。但对我来说,关键的收获是管理层似乎对公司的未来非常乐观。</blockquote></p><p> I think there are two key mistakes that investors should avoid here:</p><p><blockquote>我认为投资者应该避免两个关键错误:</blockquote></p><p></p><p> <ol> <li>Let the disappointment of a \"not-so-blowout\" quarter and a devastating price action make you blind to this investment opportunity. This was still a very good quarter and now that the shares have fallen off a cliff the stock is much more attractive.</li> <li>Do not look at Upstart through the lens of SaaS businesses. As I wrote in May:<i>Upstart might be a high-promising cloud software company but it does not have a SaaS business model. There is</i> <i><b>no recurring revenue</b></i> <i>to fall back on in tough times, no sticky subscription customers, no backlog, no land and expand. Every quarter Upstart has to sell new loans, and revenue basically starts from zero.</i></li> </ol> Upstart's financials are lumpier and less reliable and as a result, the company deserves much more investor attention and a lower valuation multiple than high growth companies with recurring revenues. However, if growth stays very high, it could more than make up for that fact. Currently, the company is trading at a 17.76 forward EV/S, which I think is a relative bargain for a company with this growth and margin profile.</p><p><blockquote><ol><li>让“不那么井喷”的季度的失望和毁灭性的价格走势让你对这个投资机会视而不见。这仍然是一个非常好的季度,现在股价已经跌下悬崖,该股更具吸引力。</li><li>不要通过SaaS业务的视角来看待新贵。正如我在五月份写的:<i>Upstart可能是一家很有前途的云软件公司,但它没有SaaS商业模式。有</i> <i><b>无经常性收入</b></i> <i>在困难时期可以依靠,没有粘性订阅客户,没有积压,没有土地和扩张。每个季度Upstart都要出售新贷款,收入基本从零开始。</i></li></ol>Upstart 的财务状况更加不稳定且不太可靠,因此,与具有经常性收入的高增长公司相比,该公司值得更多的投资者关注和更低的估值倍数。然而,如果增长保持非常高,它可以弥补这一事实。目前,该公司的远期 EV/S 交易价格为 17.76,我认为对于一家具有这种增长和利润率的公司来说,这是一个相对便宜的价格。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15592919228dec8ee2403898d69ef228\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> <b>Zscaler</b></p><p><blockquote><b>缩放器</b></blockquote></p><p> Sometimes the market gives you a gift that you should not refuse. This is what happened with Zscaler (ZS) yesterday. The stock initially was up in the postmarket after the company reported another blow-out quarter on Tuesday. But on Wednesday it all didn't matter anymore and thanks to the little correction, sector rotation, or whatever you want to call it, the stock actually went <b>down by more than 8%</b>. This is really a time when you want to buy: You just got confirmation that your company is doing incredibly well with growth accelerating and the stock sells off for macro concerns. The stock is definitely not cheap at a forward EV/S of 43.51 and, of course, this \"pull-back\" is laughable (<i>\"oh my god, the stock is back to where it was...one month ago\"</i>).</p><p><blockquote>有时候市场给了你一份你不应该拒绝的礼物。这就是昨天Zscaler(ZS)发生的事情。在该公司周二公布另一个井喷季度后,该股最初在后市上涨。但到了周三,一切都不再重要了,由于小幅调整、板块轮动或任何你想看涨期权的东西,该股实际上上涨了<b>下降8%以上</b>. 这确实是你想买入的时候:你刚刚得到确认,你的公司在增长加速的情况下表现非常好,而股票因宏观担忧而遭到抛售。该股的远期 EV/S 为 43.51,绝对不便宜,当然,这种“回调”是可笑的(<i>“天哪,股票又回到了……一个月前”</i>).</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e79ff3fce3101896f17b65ced143c037\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> But I like to own companies that are doing exceptional things and I don't mind paying up for them, especially in a turbulent market.</p><p><blockquote>但我喜欢拥有那些做着非凡事情的公司,我不介意为此付费,尤其是在动荡的市场中。</blockquote></p><p> How exceptional is Zscaler? Just look at those revenue growth numbers:</p><p><blockquote>Zscaler有多出色?看看这些收入增长数据就知道了:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3def4410c8c903a03041a2cd51b36979\" tg-width=\"640\" tg-height=\"386\" width=\"100%\" height=\"auto\"><span>Source: Author.</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源:作者。</span></p></blockquote></p><p> I thought in May that growth acceleration might end soon, but it has continued to accelerate in Q1 2022. If the company beats its guidance in Q2 in a similar fashion to the past (usually more than 5%), it should accelerate year-on-year growth again in Q2 (or at least maintain the current 60%+ growth rate). On top of that, this quarter saw <b>RPO growing 98%, a dollar-based net retention rate of 125%, and FCF margins of 36%</b>. In other words, this business is firing on all cylinders. If you don't know what Zscaler does,read my article from December 2018 – the stock is up 710% since then, and I think it can go even higher.</p><p><blockquote>我在五月份认为增长加速可能很快就会结束,但它在 2022 年第一季度继续加速。如果该公司在Q2以与过去类似的方式超出指引(通常超过5%),那么它应该会在Q2再次加速同比增长(或至少保持目前60%+的增长率)。最重要的是,本季度看到<b>RPO 增长 98%,以美元计算的净保留率为 125%,自由现金流利润率为 36%</b>换句话说,这项业务正在全力以赴。如果你不知道Zscaler是做什么的,请阅读我2018年12月的文章——从那时起,该股已经上涨了710%,我认为它还可以更高。</blockquote></p><p> <b>Monday.com</b></p><p><blockquote><b>星期一网</b></blockquote></p><p> Monday.com (MNDY) is a company that is a relatively new stock in the public markets (it IPOed in June this year) and a completely new stock in my portfolio (I just bought my first position). In a nutshell, the reason why I bought Monday.com is their hyper-growth and rapidly improving profitability. Just look at these two slides from the most recent earnings call presentation:</p><p><blockquote>Monday.com (MNDY) 是一家在公开市场上相对较新的股票(它于今年 6 月首次公开募股),也是我投资组合中的一只全新股票(我刚刚购买了我的第一个头寸)。简而言之,我购买 Monday.com 的原因是他们的高速增长和快速提高的盈利能力。只需看看看涨期权最新财报演示文稿中的这两张幻灯片即可:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5b07658237c02685eb3d049a537ba61\" tg-width=\"640\" tg-height=\"727\" width=\"100%\" height=\"auto\"><span>Source: Earnings call presentation Q3 2021.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:2021 年第三季度看涨期权收益演示。</span></p></blockquote></p><p> Revenue was <b>up 95%</b>(up from 94% in the last quarter). This is quite astounding growth which indicates that this company is winning in the market (but also consider that the company is at a small annual revenue run rate, which makes it a bit easier). The number of enterprise customerswith more than $50K ARRwas <b>up 231%</b>(at 613, up from 185 a year ago). Monday was also <b>cash flow positive</b> for the first time this quarter.</p><p><blockquote>收入为<b>上升95%</b>(高于上一季度的 94%)。这是一个相当惊人的增长,表明这家公司正在市场上获胜(但也考虑到该公司的年收入运行速度很小,这使得它变得更容易)。资产超过 50,000 美元的企业客户数量为<b>上涨231%</b>(613,高于一年前的185)。星期一也是<b>现金流量为正</b>本季度第一次。</blockquote></p><p> On top of that, it is also cheap relative to other cloud stocks:</p><p><blockquote>最重要的是,相对于其他云股票,它也很便宜:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80e6afbf54bdde4ad31dd3aaa06d0073\" tg-width=\"640\" tg-height=\"368\" width=\"100%\" height=\"auto\"><span>Source: Clouded Judgement 11.26.21.</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源:模糊判断11.26.21。</span></p></blockquote></p><p></p><p> The company currently has a TTM EV/S of 57, and a 2022 EV/S of 38.7, based on analysts' expectation of 47% growth in 2022. That seems rich but not terribly so relative to other cloud names. The growth expectation of 47% in 2022, however, seems quite low if you consider the current growth of 95% year-on-year and 17% sequentially, plus the current momentum in larger customers. Actually, anything below 70% growth in FY 2022 would come as a surprise to me, and then we are looking at a maximum forward EV/S of 33.</p><p><blockquote>根据分析师对 2022 年增长 47% 的预期,该公司目前的 TTM EV/S 为 57,2022 年 EV/S 为 38.7。这看起来很丰富,但相对于其他云名称来说并不那么可怕。然而,如果考虑到目前 95% 的同比增长率和 17% 的环比增长率,再加上目前大客户的势头,2022 年 47% 的增长预期似乎相当低。事实上,2022 财年任何低于 70% 的增长都会让我感到惊讶,然后我们预计最大远期电动汽车/S 将达到 33。</blockquote></p><p> The big question going forward – in terms of if Monday.com will be a good long-term investment – is to which extent Monday.com can maintain its high growth rate beyond FY 2022. Here I do have some doubts still. The company is operating in a very dynamic and competitive field and I am not yet sure where Monday differentiates itself meaningfully from companies like Asana (ASAN) or Atlassian (TEAM). Still, the market for cloud-based work management solutions is big and there can be many winners in the space. For the moment I'm happy to follow the numbers (which look fantastic) and hope that the relatively cheap valuation will result in substantial alpha and is not an indication of a lower quality company.</p><p><blockquote>未来的大问题——就 Monday.com 是否会是一项良好的长期投资而言——是 Monday.com 在 2022 财年之后能在多大程度上保持其高增长率。在这里我仍然有一些疑问。该公司在一个非常动态和竞争激烈的领域运营,我还不确定 Monday 与 Asana (ASAN) 或 Atlassian (TEAM) 等公司有何有意义的区别。尽管如此,基于云的工作管理解决方案的市场仍然很大,该领域可能会有许多赢家。目前,我很高兴遵循这些数字(看起来棒极了),并希望相对便宜的估值将带来可观的阿尔法,而不是一家质量较低的公司的迹象。</blockquote></p><p> <b>Closing Thoughts And Honorary Mentions</b></p><p><blockquote><b>结束语和荣誉奖</b></blockquote></p><p> On days like these, there are many companies worth considering. For example, I haven't mentioned Datadog (DDOG) which reported another fantastic quarter at the beginning of November. Like Zscaler, this is also a company with accelerating growth that you can buy at a lower price than it was before it reported its blowout results.</p><p><blockquote>在这样的日子里,有很多公司值得考虑。例如,我没有提到 Datadog (DDOG),它在 11 月初报告了另一个出色的季度。与 Zscaler 一样,这也是一家增长加速的公司,您可以以比报告井喷业绩之前更低的价格购买。</blockquote></p><p> Remember that the stocks mentioned, even though they may look attractive from a relative perspective, are still very expensive in absolute terms and from a historical perspective. However, sustainable growth is a beautiful form of downside protection for investors and the best antidote to \"overvaluation\" that I know. If I learned one thing in the last four years investing in high-growth SaaS/cloud stocks, it is to stay invested in the companies that sustain (or preferably accelerate) their top-line growth and get out of the stocks that see slowdowns. That sounds terribly simplistic and of course, many other factors play a role in a stock's long-term gains, but revenue growth and its endurance have been the predominant factors in the past.</p><p><blockquote>请记住,提到的股票,尽管从相对角度来看可能很有吸引力,但从绝对角度和历史角度来看仍然非常昂贵。然而,可持续增长对投资者来说是一种美丽的下行保护形式,也是我所知道的“高估”的最佳解毒剂。如果说我在过去四年投资高增长SaaS/云股票中学到了一件事,那就是继续投资于维持(或最好是加速)营收增长的公司,并退出经济放缓的股票。这听起来非常简单,当然,许多其他因素都会影响股票的长期收益,但收入增长及其持久性一直是过去的主要因素。</blockquote></p><p> This pull-back is far from the worst I have seen in recent years. But it is still painful – and when it starts to hurt, it is usually a good time to buy some quality companies.</p><p><blockquote>这次回调远非我近年来见过的最糟糕的一次。但这仍然是痛苦的——当它开始受伤时,通常是购买一些优质公司的好时机。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 High Growth Stocks To Buy In The Pullback<blockquote>回调期间值得买入的 3 只高增长股票</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\">\n3 High Growth Stocks To Buy In The Pullback<blockquote>回调期间值得买入的 3 只高增长股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-03 23:08</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>Upstart has fallen more than 50% from its highs. But its last earnings report wasn't that bad. The story is still intact and shares have derisked considerably.</li> <li>Zscaler continues to impress with recent results showing accelerated growth again. The shares went up immediately after the report but reversed down in the general wash out.</li> <li>Monday.com is a fairly new company and it also got hit by the market. Its high growth profile, rapidly improving profitability, and reasonable valuation makes it an interesting stock pick.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2aac50f1e4e4115b0d38a5ec6c15c267\" tg-width=\"1536\" tg-height=\"1139\" width=\"100%\" height=\"auto\"><span>Galeanu Mihai/iStock via Getty Images</span></p><p><blockquote><ul><li>Upstart 已从高点下跌超过 50%。但它的上一份收益报告并没有那么糟糕。故事仍然完好无损,股价已大幅降低风险。</li><li>Zscaler 继续给人留下深刻印象,最近的结果再次显示加速增长。报告发布后,该股立即上涨,但在普遍洗盘中回落。</li><li>Monday.com 是一家相当新的公司,它也受到了市场的打击。其高增长形势、快速提高的盈利能力和合理的估值使其成为一个有趣的股票选择。</li></ul><p class=\"t-img-caption\"><span>Galeanu Mihai/iStock 来自 Getty Images</span></p></blockquote></p><p> I started writing this article one week ago with the goal to review Upstart's recent quarterly results. Since in my last article, I argued that Upstart (UPST) might still be an attractive buying opportunity at $390 a share, I wanted to check on the company (currently trading around $180 –<i>yikes!</i>).</p><p><blockquote>我一周前开始写这篇文章,目的是回顾一下 Upstart 最近的季度业绩。由于在我的上一篇文章中,我认为 Upstart (UPST) 可能仍然是每股 390 美元的有吸引力的买入机会,因此我想了解一下该公司(目前交易价格约为 180 美元 –<i>呀!</i>).</blockquote></p><p> However, the recent market sell-off, especially in high-growth names, made me reconsider the direction of the article. I think it is much more interesting right now to write about some high-growth names in my portfolio that I am considering adding during this little downturn.</p><p><blockquote>然而,最近的市场抛售,尤其是高增长股票,让我重新考虑了文章的方向。我认为现在在我的投资组合中写下一些高增长的名字要有趣得多,我正在考虑在这次小小的低迷时期添加这些名字。</blockquote></p><p> A little caveat upfront, though. I am really bad at short-term calls (as evidenced by my recent Upstart article). I have no idea what the Omicron variant will do to our economy, what the Fed's monetary policy will be in the future and how far this sell-off will go eventually. By the time this article is published, the sell-off might already have reversed. Or it might have gotten much worse. I simply don't know.</p><p><blockquote>不过,先有一个小小的警告。我真的不擅长短期评级(我最近的暴发户文章就证明了这一点)。我不知道奥密克戎变体会对我们的经济产生什么影响,美联储未来的货币政策会是什么,以及这种抛售最终会走多远。当本文发表时,抛售可能已经逆转。或者情况可能会变得更糟。我就是不知道。</blockquote></p><p> What I do know is that there are companies in the public markets with exceptional business fundamentals that <b>will do very well regardless of the macro environment</b>. These are businesses with high growth rates, high margins, and long runways of growth. They also have high valuation multiples which lead to increased risk and high volatility. Taking advantage of that volatility is a great way to increase your returns. Here are some stocks that I consider buying right now:</p><p><blockquote>我所知道的是,公开市场上有些公司拥有卓越的商业基本面<b>无论宏观环境如何,都会做得很好</b>这些业务具有高增长率、高利润率和长增长跑道。它们还具有高估值倍数,导致风险增加和高波动性。利用这种波动性是增加回报的好方法。以下是我现在考虑购买的一些股票:</blockquote></p><p> <b>Upstart</b></p><p><blockquote><b>暴发户</b></blockquote></p><p> Let's start with the one I originally wanted to write about: To summarize shortly, I think that if you liked Upstart at $390, you should like it much more at $180. The earnings release for Q3 2021 was not as bad as the market's reaction might suggest. Yes, expectations were lofty based on an exceptional Q2 report, and yes, these expectations were not entirely met in Q3. But that does not mean that the fundamental picture has deteriorated. What the wild price swings of the past prove, and I have written about in the past, is that this young company is difficult to value. Growth is high, but also hard to predict. And while the disruption of the FICO score through AI technology is enticing and seems inevitable, Upstart's role in that story is not set in stone.</p><p><blockquote>让我们从我最初想写的开始:简单总结一下,我认为如果你喜欢390美元的Upstart,你应该更喜欢180美元的它。2021 年第三季度的财报发布并不像市场反应所暗示的那么糟糕。是的,基于出色的第二季度报告,人们的期望很高,是的,这些期望在第三季度并没有完全得到满足。但这并不意味着基本面已经恶化。过去价格的剧烈波动证明,我过去也写过,这家年轻的公司很难估值。增长很高,但也很难预测。虽然通过人工智能技术破坏 FICO 分数很诱人,而且似乎是不可避免的,但 Upstart 在这个故事中的角色并非一成不变。</blockquote></p><p> Let's look at some numbers:</p><p><blockquote>让我们看一些数字:</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7b085c5134a9e376f177da8f5fa2674e\" tg-width=\"640\" tg-height=\"309\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b826680751b139c569c90d0d3be483cf\" tg-width=\"640\" tg-height=\"163\" width=\"100%\" height=\"auto\"><span>Source: Author</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源:作者</span></p></blockquote></p><p> As you can see, revenue growth is still explosive, and with a normal beat should accelerate again into Q4 on a sequential basis. And while most key performance indicators (loans transacted, conversion rate, percentage of automated loans) together with margins all decelerated or went down slightly, I don't think that this means the fundamentals have changed with this company. There were many details mentioned in the earnings call that I won't discuss in this article format. But the key takeaway for me was that management seemed very upbeat about the future of the company.</p><p><blockquote>正如您所看到的,收入增长仍然是爆炸性的,在正常情况下,收入增长应该会再次加速到第四季度。虽然大多数关键绩效指标(交易贷款、转化率、自动化贷款百分比)以及利润率都有所减速或略有下降,但我认为这并不意味着这家公司的基本面已经发生了变化。收益看涨期权中提到了许多细节,我不会以本文的形式讨论。但对我来说,关键的收获是管理层似乎对公司的未来非常乐观。</blockquote></p><p> I think there are two key mistakes that investors should avoid here:</p><p><blockquote>我认为投资者应该避免两个关键错误:</blockquote></p><p></p><p> <ol> <li>Let the disappointment of a \"not-so-blowout\" quarter and a devastating price action make you blind to this investment opportunity. This was still a very good quarter and now that the shares have fallen off a cliff the stock is much more attractive.</li> <li>Do not look at Upstart through the lens of SaaS businesses. As I wrote in May:<i>Upstart might be a high-promising cloud software company but it does not have a SaaS business model. There is</i> <i><b>no recurring revenue</b></i> <i>to fall back on in tough times, no sticky subscription customers, no backlog, no land and expand. Every quarter Upstart has to sell new loans, and revenue basically starts from zero.</i></li> </ol> Upstart's financials are lumpier and less reliable and as a result, the company deserves much more investor attention and a lower valuation multiple than high growth companies with recurring revenues. However, if growth stays very high, it could more than make up for that fact. Currently, the company is trading at a 17.76 forward EV/S, which I think is a relative bargain for a company with this growth and margin profile.</p><p><blockquote><ol><li>让“不那么井喷”的季度的失望和毁灭性的价格走势让你对这个投资机会视而不见。这仍然是一个非常好的季度,现在股价已经跌下悬崖,该股更具吸引力。</li><li>不要通过SaaS业务的视角来看待新贵。正如我在五月份写的:<i>Upstart可能是一家很有前途的云软件公司,但它没有SaaS商业模式。有</i> <i><b>无经常性收入</b></i> <i>在困难时期可以依靠,没有粘性订阅客户,没有积压,没有土地和扩张。每个季度Upstart都要出售新贷款,收入基本从零开始。</i></li></ol>Upstart 的财务状况更加不稳定且不太可靠,因此,与具有经常性收入的高增长公司相比,该公司值得更多的投资者关注和更低的估值倍数。然而,如果增长保持非常高,它可以弥补这一事实。目前,该公司的远期 EV/S 交易价格为 17.76,我认为对于一家具有这种增长和利润率的公司来说,这是一个相对便宜的价格。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15592919228dec8ee2403898d69ef228\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> <b>Zscaler</b></p><p><blockquote><b>缩放器</b></blockquote></p><p> Sometimes the market gives you a gift that you should not refuse. This is what happened with Zscaler (ZS) yesterday. The stock initially was up in the postmarket after the company reported another blow-out quarter on Tuesday. But on Wednesday it all didn't matter anymore and thanks to the little correction, sector rotation, or whatever you want to call it, the stock actually went <b>down by more than 8%</b>. This is really a time when you want to buy: You just got confirmation that your company is doing incredibly well with growth accelerating and the stock sells off for macro concerns. The stock is definitely not cheap at a forward EV/S of 43.51 and, of course, this \"pull-back\" is laughable (<i>\"oh my god, the stock is back to where it was...one month ago\"</i>).</p><p><blockquote>有时候市场给了你一份你不应该拒绝的礼物。这就是昨天Zscaler(ZS)发生的事情。在该公司周二公布另一个井喷季度后,该股最初在后市上涨。但到了周三,一切都不再重要了,由于小幅调整、板块轮动或任何你想看涨期权的东西,该股实际上上涨了<b>下降8%以上</b>. 这确实是你想买入的时候:你刚刚得到确认,你的公司在增长加速的情况下表现非常好,而股票因宏观担忧而遭到抛售。该股的远期 EV/S 为 43.51,绝对不便宜,当然,这种“回调”是可笑的(<i>“天哪,股票又回到了……一个月前”</i>).</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e79ff3fce3101896f17b65ced143c037\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> But I like to own companies that are doing exceptional things and I don't mind paying up for them, especially in a turbulent market.</p><p><blockquote>但我喜欢拥有那些做着非凡事情的公司,我不介意为此付费,尤其是在动荡的市场中。</blockquote></p><p> How exceptional is Zscaler? Just look at those revenue growth numbers:</p><p><blockquote>Zscaler有多出色?看看这些收入增长数据就知道了:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3def4410c8c903a03041a2cd51b36979\" tg-width=\"640\" tg-height=\"386\" width=\"100%\" height=\"auto\"><span>Source: Author.</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源:作者。</span></p></blockquote></p><p> I thought in May that growth acceleration might end soon, but it has continued to accelerate in Q1 2022. If the company beats its guidance in Q2 in a similar fashion to the past (usually more than 5%), it should accelerate year-on-year growth again in Q2 (or at least maintain the current 60%+ growth rate). On top of that, this quarter saw <b>RPO growing 98%, a dollar-based net retention rate of 125%, and FCF margins of 36%</b>. In other words, this business is firing on all cylinders. If you don't know what Zscaler does,read my article from December 2018 – the stock is up 710% since then, and I think it can go even higher.</p><p><blockquote>我在五月份认为增长加速可能很快就会结束,但它在 2022 年第一季度继续加速。如果该公司在Q2以与过去类似的方式超出指引(通常超过5%),那么它应该会在Q2再次加速同比增长(或至少保持目前60%+的增长率)。最重要的是,本季度看到<b>RPO 增长 98%,以美元计算的净保留率为 125%,自由现金流利润率为 36%</b>换句话说,这项业务正在全力以赴。如果你不知道Zscaler是做什么的,请阅读我2018年12月的文章——从那时起,该股已经上涨了710%,我认为它还可以更高。</blockquote></p><p> <b>Monday.com</b></p><p><blockquote><b>星期一网</b></blockquote></p><p> Monday.com (MNDY) is a company that is a relatively new stock in the public markets (it IPOed in June this year) and a completely new stock in my portfolio (I just bought my first position). In a nutshell, the reason why I bought Monday.com is their hyper-growth and rapidly improving profitability. Just look at these two slides from the most recent earnings call presentation:</p><p><blockquote>Monday.com (MNDY) 是一家在公开市场上相对较新的股票(它于今年 6 月首次公开募股),也是我投资组合中的一只全新股票(我刚刚购买了我的第一个头寸)。简而言之,我购买 Monday.com 的原因是他们的高速增长和快速提高的盈利能力。只需看看看涨期权最新财报演示文稿中的这两张幻灯片即可:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5b07658237c02685eb3d049a537ba61\" tg-width=\"640\" tg-height=\"727\" width=\"100%\" height=\"auto\"><span>Source: Earnings call presentation Q3 2021.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:2021 年第三季度看涨期权收益演示。</span></p></blockquote></p><p> Revenue was <b>up 95%</b>(up from 94% in the last quarter). This is quite astounding growth which indicates that this company is winning in the market (but also consider that the company is at a small annual revenue run rate, which makes it a bit easier). The number of enterprise customerswith more than $50K ARRwas <b>up 231%</b>(at 613, up from 185 a year ago). Monday was also <b>cash flow positive</b> for the first time this quarter.</p><p><blockquote>收入为<b>上升95%</b>(高于上一季度的 94%)。这是一个相当惊人的增长,表明这家公司正在市场上获胜(但也考虑到该公司的年收入运行速度很小,这使得它变得更容易)。资产超过 50,000 美元的企业客户数量为<b>上涨231%</b>(613,高于一年前的185)。星期一也是<b>现金流量为正</b>本季度第一次。</blockquote></p><p> On top of that, it is also cheap relative to other cloud stocks:</p><p><blockquote>最重要的是,相对于其他云股票,它也很便宜:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80e6afbf54bdde4ad31dd3aaa06d0073\" tg-width=\"640\" tg-height=\"368\" width=\"100%\" height=\"auto\"><span>Source: Clouded Judgement 11.26.21.</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源:模糊判断11.26.21。</span></p></blockquote></p><p></p><p> The company currently has a TTM EV/S of 57, and a 2022 EV/S of 38.7, based on analysts' expectation of 47% growth in 2022. That seems rich but not terribly so relative to other cloud names. The growth expectation of 47% in 2022, however, seems quite low if you consider the current growth of 95% year-on-year and 17% sequentially, plus the current momentum in larger customers. Actually, anything below 70% growth in FY 2022 would come as a surprise to me, and then we are looking at a maximum forward EV/S of 33.</p><p><blockquote>根据分析师对 2022 年增长 47% 的预期,该公司目前的 TTM EV/S 为 57,2022 年 EV/S 为 38.7。这看起来很丰富,但相对于其他云名称来说并不那么可怕。然而,如果考虑到目前 95% 的同比增长率和 17% 的环比增长率,再加上目前大客户的势头,2022 年 47% 的增长预期似乎相当低。事实上,2022 财年任何低于 70% 的增长都会让我感到惊讶,然后我们预计最大远期电动汽车/S 将达到 33。</blockquote></p><p> The big question going forward – in terms of if Monday.com will be a good long-term investment – is to which extent Monday.com can maintain its high growth rate beyond FY 2022. Here I do have some doubts still. The company is operating in a very dynamic and competitive field and I am not yet sure where Monday differentiates itself meaningfully from companies like Asana (ASAN) or Atlassian (TEAM). Still, the market for cloud-based work management solutions is big and there can be many winners in the space. For the moment I'm happy to follow the numbers (which look fantastic) and hope that the relatively cheap valuation will result in substantial alpha and is not an indication of a lower quality company.</p><p><blockquote>未来的大问题——就 Monday.com 是否会是一项良好的长期投资而言——是 Monday.com 在 2022 财年之后能在多大程度上保持其高增长率。在这里我仍然有一些疑问。该公司在一个非常动态和竞争激烈的领域运营,我还不确定 Monday 与 Asana (ASAN) 或 Atlassian (TEAM) 等公司有何有意义的区别。尽管如此,基于云的工作管理解决方案的市场仍然很大,该领域可能会有许多赢家。目前,我很高兴遵循这些数字(看起来棒极了),并希望相对便宜的估值将带来可观的阿尔法,而不是一家质量较低的公司的迹象。</blockquote></p><p> <b>Closing Thoughts And Honorary Mentions</b></p><p><blockquote><b>结束语和荣誉奖</b></blockquote></p><p> On days like these, there are many companies worth considering. For example, I haven't mentioned Datadog (DDOG) which reported another fantastic quarter at the beginning of November. Like Zscaler, this is also a company with accelerating growth that you can buy at a lower price than it was before it reported its blowout results.</p><p><blockquote>在这样的日子里,有很多公司值得考虑。例如,我没有提到 Datadog (DDOG),它在 11 月初报告了另一个出色的季度。与 Zscaler 一样,这也是一家增长加速的公司,您可以以比报告井喷业绩之前更低的价格购买。</blockquote></p><p> Remember that the stocks mentioned, even though they may look attractive from a relative perspective, are still very expensive in absolute terms and from a historical perspective. However, sustainable growth is a beautiful form of downside protection for investors and the best antidote to \"overvaluation\" that I know. If I learned one thing in the last four years investing in high-growth SaaS/cloud stocks, it is to stay invested in the companies that sustain (or preferably accelerate) their top-line growth and get out of the stocks that see slowdowns. That sounds terribly simplistic and of course, many other factors play a role in a stock's long-term gains, but revenue growth and its endurance have been the predominant factors in the past.</p><p><blockquote>请记住,提到的股票,尽管从相对角度来看可能很有吸引力,但从绝对角度和历史角度来看仍然非常昂贵。然而,可持续增长对投资者来说是一种美丽的下行保护形式,也是我所知道的“高估”的最佳解毒剂。如果说我在过去四年投资高增长SaaS/云股票中学到了一件事,那就是继续投资于维持(或最好是加速)营收增长的公司,并退出经济放缓的股票。这听起来非常简单,当然,许多其他因素都会影响股票的长期收益,但收入增长及其持久性一直是过去的主要因素。</blockquote></p><p> This pull-back is far from the worst I have seen in recent years. But it is still painful – and when it starts to hurt, it is usually a good time to buy some quality companies.</p><p><blockquote>这次回调远非我近年来见过的最糟糕的一次。但这仍然是痛苦的——当它开始受伤时,通常是购买一些优质公司的好时机。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4473014-3-high-growth-stocks-to-buy-in-the-pullback\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UPST":"Upstart Holdings, Inc.","MNDY":"Monday.com Ltd.","ZS":"Zscaler Inc."},"source_url":"https://seekingalpha.com/article/4473014-3-high-growth-stocks-to-buy-in-the-pullback","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115344844","content_text":"Summary\n\nUpstart has fallen more than 50% from its highs. But its last earnings report wasn't that bad. The story is still intact and shares have derisked considerably.\nZscaler continues to impress with recent results showing accelerated growth again. The shares went up immediately after the report but reversed down in the general wash out.\nMonday.com is a fairly new company and it also got hit by the market. Its high growth profile, rapidly improving profitability, and reasonable valuation makes it an interesting stock pick.\n\nGaleanu Mihai/iStock via Getty Images\nI started writing this article one week ago with the goal to review Upstart's recent quarterly results. Since in my last article, I argued that Upstart (UPST) might still be an attractive buying opportunity at $390 a share, I wanted to check on the company (currently trading around $180 –yikes!).\nHowever, the recent market sell-off, especially in high-growth names, made me reconsider the direction of the article. I think it is much more interesting right now to write about some high-growth names in my portfolio that I am considering adding during this little downturn.\nA little caveat upfront, though. I am really bad at short-term calls (as evidenced by my recent Upstart article). I have no idea what the Omicron variant will do to our economy, what the Fed's monetary policy will be in the future and how far this sell-off will go eventually. By the time this article is published, the sell-off might already have reversed. Or it might have gotten much worse. I simply don't know.\nWhat I do know is that there are companies in the public markets with exceptional business fundamentals that will do very well regardless of the macro environment. These are businesses with high growth rates, high margins, and long runways of growth. They also have high valuation multiples which lead to increased risk and high volatility. Taking advantage of that volatility is a great way to increase your returns. Here are some stocks that I consider buying right now:\nUpstart\nLet's start with the one I originally wanted to write about: To summarize shortly, I think that if you liked Upstart at $390, you should like it much more at $180. The earnings release for Q3 2021 was not as bad as the market's reaction might suggest. Yes, expectations were lofty based on an exceptional Q2 report, and yes, these expectations were not entirely met in Q3. But that does not mean that the fundamental picture has deteriorated. What the wild price swings of the past prove, and I have written about in the past, is that this young company is difficult to value. Growth is high, but also hard to predict. And while the disruption of the FICO score through AI technology is enticing and seems inevitable, Upstart's role in that story is not set in stone.\nLet's look at some numbers:\n\nSource: Author\nAs you can see, revenue growth is still explosive, and with a normal beat should accelerate again into Q4 on a sequential basis. And while most key performance indicators (loans transacted, conversion rate, percentage of automated loans) together with margins all decelerated or went down slightly, I don't think that this means the fundamentals have changed with this company. There were many details mentioned in the earnings call that I won't discuss in this article format. But the key takeaway for me was that management seemed very upbeat about the future of the company.\nI think there are two key mistakes that investors should avoid here:\n\nLet the disappointment of a \"not-so-blowout\" quarter and a devastating price action make you blind to this investment opportunity. This was still a very good quarter and now that the shares have fallen off a cliff the stock is much more attractive.\nDo not look at Upstart through the lens of SaaS businesses. As I wrote in May:Upstart might be a high-promising cloud software company but it does not have a SaaS business model. There is no recurring revenue to fall back on in tough times, no sticky subscription customers, no backlog, no land and expand. Every quarter Upstart has to sell new loans, and revenue basically starts from zero.\n\nUpstart's financials are lumpier and less reliable and as a result, the company deserves much more investor attention and a lower valuation multiple than high growth companies with recurring revenues. However, if growth stays very high, it could more than make up for that fact. Currently, the company is trading at a 17.76 forward EV/S, which I think is a relative bargain for a company with this growth and margin profile.\nData by YCharts\nZscaler\nSometimes the market gives you a gift that you should not refuse. This is what happened with Zscaler (ZS) yesterday. The stock initially was up in the postmarket after the company reported another blow-out quarter on Tuesday. But on Wednesday it all didn't matter anymore and thanks to the little correction, sector rotation, or whatever you want to call it, the stock actually went down by more than 8%. This is really a time when you want to buy: You just got confirmation that your company is doing incredibly well with growth accelerating and the stock sells off for macro concerns. The stock is definitely not cheap at a forward EV/S of 43.51 and, of course, this \"pull-back\" is laughable (\"oh my god, the stock is back to where it was...one month ago\").\nData by YCharts\nBut I like to own companies that are doing exceptional things and I don't mind paying up for them, especially in a turbulent market.\nHow exceptional is Zscaler? Just look at those revenue growth numbers:\nSource: Author.\nI thought in May that growth acceleration might end soon, but it has continued to accelerate in Q1 2022. If the company beats its guidance in Q2 in a similar fashion to the past (usually more than 5%), it should accelerate year-on-year growth again in Q2 (or at least maintain the current 60%+ growth rate). On top of that, this quarter saw RPO growing 98%, a dollar-based net retention rate of 125%, and FCF margins of 36%. In other words, this business is firing on all cylinders. If you don't know what Zscaler does,read my article from December 2018 – the stock is up 710% since then, and I think it can go even higher.\nMonday.com\nMonday.com (MNDY) is a company that is a relatively new stock in the public markets (it IPOed in June this year) and a completely new stock in my portfolio (I just bought my first position). In a nutshell, the reason why I bought Monday.com is their hyper-growth and rapidly improving profitability. Just look at these two slides from the most recent earnings call presentation:\nSource: Earnings call presentation Q3 2021.\nRevenue was up 95%(up from 94% in the last quarter). This is quite astounding growth which indicates that this company is winning in the market (but also consider that the company is at a small annual revenue run rate, which makes it a bit easier). The number of enterprise customerswith more than $50K ARRwas up 231%(at 613, up from 185 a year ago). Monday was also cash flow positive for the first time this quarter.\nOn top of that, it is also cheap relative to other cloud stocks:\nSource: Clouded Judgement 11.26.21.\nThe company currently has a TTM EV/S of 57, and a 2022 EV/S of 38.7, based on analysts' expectation of 47% growth in 2022. That seems rich but not terribly so relative to other cloud names. The growth expectation of 47% in 2022, however, seems quite low if you consider the current growth of 95% year-on-year and 17% sequentially, plus the current momentum in larger customers. Actually, anything below 70% growth in FY 2022 would come as a surprise to me, and then we are looking at a maximum forward EV/S of 33.\nThe big question going forward – in terms of if Monday.com will be a good long-term investment – is to which extent Monday.com can maintain its high growth rate beyond FY 2022. Here I do have some doubts still. The company is operating in a very dynamic and competitive field and I am not yet sure where Monday differentiates itself meaningfully from companies like Asana (ASAN) or Atlassian (TEAM). Still, the market for cloud-based work management solutions is big and there can be many winners in the space. For the moment I'm happy to follow the numbers (which look fantastic) and hope that the relatively cheap valuation will result in substantial alpha and is not an indication of a lower quality company.\nClosing Thoughts And Honorary Mentions\nOn days like these, there are many companies worth considering. For example, I haven't mentioned Datadog (DDOG) which reported another fantastic quarter at the beginning of November. Like Zscaler, this is also a company with accelerating growth that you can buy at a lower price than it was before it reported its blowout results.\nRemember that the stocks mentioned, even though they may look attractive from a relative perspective, are still very expensive in absolute terms and from a historical perspective. However, sustainable growth is a beautiful form of downside protection for investors and the best antidote to \"overvaluation\" that I know. If I learned one thing in the last four years investing in high-growth SaaS/cloud stocks, it is to stay invested in the companies that sustain (or preferably accelerate) their top-line growth and get out of the stocks that see slowdowns. That sounds terribly simplistic and of course, many other factors play a role in a stock's long-term gains, but revenue growth and its endurance have been the predominant factors in the past.\nThis pull-back is far from the worst I have seen in recent years. But it is still painful – and when it starts to hurt, it is usually a good time to buy some quality companies.","news_type":1,"symbols_score_info":{"UPST":0.9,"ZS":0.9,"MNDY":0.9}},"isVote":1,"tweetType":1,"viewCount":3419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601054822,"gmtCreate":1638462192659,"gmtModify":1638462192842,"author":{"id":"3584307768549747","authorId":"3584307768549747","name":"7cs","avatar":"https://static.tigerbbs.com/c280462a813e6bcb1d631a200079cef5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584307768549747","authorIdStr":"3584307768549747"},"themes":[],"title":"","htmlText":"like pls","listText":"like pls","text":"like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/601054822","repostId":"1144502876","repostType":4,"isVote":1,"tweetType":1,"viewCount":3178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609624134,"gmtCreate":1638281637497,"gmtModify":1638281637718,"author":{"id":"3584307768549747","authorId":"3584307768549747","name":"7cs","avatar":"https://static.tigerbbs.com/c280462a813e6bcb1d631a200079cef5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584307768549747","authorIdStr":"3584307768549747"},"themes":[],"title":"","htmlText":"like pls","listText":"like pls","text":"like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/609624134","repostId":"1120422018","repostType":4,"isVote":1,"tweetType":1,"viewCount":3634,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600152817,"gmtCreate":1638102665057,"gmtModify":1638102665266,"author":{"id":"3584307768549747","authorId":"3584307768549747","name":"7cs","avatar":"https://static.tigerbbs.com/c280462a813e6bcb1d631a200079cef5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584307768549747","authorIdStr":"3584307768549747"},"themes":[],"title":"","htmlText":"like pls","listText":"like pls","text":"like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/600152817","repostId":"2186432895","repostType":4,"isVote":1,"tweetType":1,"viewCount":3897,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875448801,"gmtCreate":1637681250144,"gmtModify":1637681266368,"author":{"id":"3584307768549747","authorId":"3584307768549747","name":"7cs","avatar":"https://static.tigerbbs.com/c280462a813e6bcb1d631a200079cef5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584307768549747","authorIdStr":"3584307768549747"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/875448801","repostId":"1192119389","repostType":4,"repost":{"id":"1192119389","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":1637679057,"share":"https://www.laohunote.com/m/news/1192119389?lang=zh_CN&edition=full","pubTime":"2021-11-23 22:50","market":"us","language":"en","title":"Western Digital shares rose more than 7% in early trading and Micron Technology rose nearly 4%.<blockquote>西部数据股价早盘上涨超过7%,美光科技股价上涨近4%。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1192119389","media":"Tiger Newspress","summary":"Western Digital shares rose more than 7% in early trading and Micron Technology rose nearly 4%.\n\nMiz","content":"<p>Western Digital shares rose more than 7% in early trading and Micron Technology rose nearly 4%.<img src=\"https://static.tigerbbs.com/a002ee881fc7645aa99d269b0c161b2a\" tg-width=\"867\" tg-height=\"617\" referrerpolicy=\"no-referrer\"></p><p><blockquote>西部数据股价早盘上涨超过7%,美光科技股价上涨近4%。</blockquote></p><p> <ul> <li><b>Mizuho</b> analyst Vijay Rakesh upgraded <b>Western Digital Corp</b> to Buy from Neutral with a price target of $75, up from $55, implying a 31.7% upside.</li> </ul> <ul> <li><b>Mizuho</b> analyst Vijay Rakesh upgraded <b>Micron Technology Inc</b> to Buy from Neutral with a price target of $95, up from $75, implying a 13.3% upside.</li> </ul></p><p><blockquote><ul><li><b>瑞穗</b>分析师维杰·拉凯什升级<b>西部数据公司</b>从中性买入,目标价为 75 美元,高于 55 美元,意味着上涨空间为 31.7%。</li></ul><ul><li><b>瑞穗</b>分析师维杰·拉凯什升级<b>美光科技公司</b>从中性买入,目标价为 95 美元,高于 75 美元,意味着上涨空间为 13.3%。</li></ul></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Western Digital shares rose more than 7% in early trading and Micron Technology rose nearly 4%.<blockquote>西部数据股价早盘上涨超过7%,美光科技股价上涨近4%。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWestern Digital shares rose more than 7% in early trading and Micron Technology rose nearly 4%.<blockquote>西部数据股价早盘上涨超过7%,美光科技股价上涨近4%。</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\">2021-11-23 22:50</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Western Digital shares rose more than 7% in early trading and Micron Technology rose nearly 4%.<img src=\"https://static.tigerbbs.com/a002ee881fc7645aa99d269b0c161b2a\" tg-width=\"867\" tg-height=\"617\" referrerpolicy=\"no-referrer\"></p><p><blockquote>西部数据股价早盘上涨超过7%,美光科技股价上涨近4%。</blockquote></p><p> <ul> <li><b>Mizuho</b> analyst Vijay Rakesh upgraded <b>Western Digital Corp</b> to Buy from Neutral with a price target of $75, up from $55, implying a 31.7% upside.</li> </ul> <ul> <li><b>Mizuho</b> analyst Vijay Rakesh upgraded <b>Micron Technology Inc</b> to Buy from Neutral with a price target of $95, up from $75, implying a 13.3% upside.</li> </ul></p><p><blockquote><ul><li><b>瑞穗</b>分析师维杰·拉凯什升级<b>西部数据公司</b>从中性买入,目标价为 75 美元,高于 55 美元,意味着上涨空间为 31.7%。</li></ul><ul><li><b>瑞穗</b>分析师维杰·拉凯什升级<b>美光科技公司</b>从中性买入,目标价为 95 美元,高于 75 美元,意味着上涨空间为 13.3%。</li></ul></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WDC":"西部数据","MU":"美光科技"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192119389","content_text":"Western Digital shares rose more than 7% in early trading and Micron Technology rose nearly 4%.\n\nMizuho analyst Vijay Rakesh upgraded Western Digital Corp to Buy from Neutral with a price target of $75, up from $55, implying a 31.7% upside.\n\n\nMizuho analyst Vijay Rakesh upgraded Micron Technology Inc to Buy from Neutral with a price target of $95, up from $75, implying a 13.3% upside.","news_type":1,"symbols_score_info":{"MU":0.9,"WDC":0.9}},"isVote":1,"tweetType":1,"viewCount":3322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872173669,"gmtCreate":1637464443865,"gmtModify":1637464444088,"author":{"id":"3584307768549747","authorId":"3584307768549747","name":"7cs","avatar":"https://static.tigerbbs.com/c280462a813e6bcb1d631a200079cef5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584307768549747","authorIdStr":"3584307768549747"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872173669","repostId":"1170394057","repostType":4,"repost":{"id":"1170394057","kind":"news","pubTimestamp":1637462754,"share":"https://www.laohunote.com/m/news/1170394057?lang=zh_CN&edition=full","pubTime":"2021-11-21 10:45","market":"us","language":"en","title":"Amazon Shows Heavy Options Volume On News Of Higher Fulfillment Fees<blockquote>亚马逊因履约费上涨的消息而显示出大量选项</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1170394057","media":"Benzinga ","summary":"Amazon Inc announced it will be raising its Fulfillment by Amazon (FBA) fees, starting Jan. 18, 2022","content":"<p><div> Amazon Inc announced it will be raising its Fulfillment by Amazon (FBA) fees, starting Jan. 18, 2022, which analysis suggests could raise $3.1 billion in incremental revenue. While the gains on the ...</p><p><blockquote><div>亚马逊公司宣布将从 2022 年 1 月 18 日开始提高亚马逊履行 (FBA) 费用,分析表明这可能会增加 31 亿美元的增量收入。虽然收益……</div></blockquote></p><p> <a href=\"https://www.benzinga.com/markets/options/21/11/24202699/amazon-shows-heavy-options-volume-on-news-of-higher-fulfillment-fees\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/markets/options/21/11/24202699/amazon-shows-heavy-options-volume-on-news-of-higher-fulfillment-fees\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Shows Heavy Options Volume On News Of Higher Fulfillment Fees<blockquote>亚马逊因履约费上涨的消息而显示出大量选项</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon Shows Heavy Options Volume On News Of Higher Fulfillment Fees<blockquote>亚马逊因履约费上涨的消息而显示出大量选项</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga </strong><span class=\"h-time small\">2021-11-21 10:45</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Amazon Inc announced it will be raising its Fulfillment by Amazon (FBA) fees, starting Jan. 18, 2022, which analysis suggests could raise $3.1 billion in incremental revenue. While the gains on the ...</p><p><blockquote><div>亚马逊公司宣布将从 2022 年 1 月 18 日开始提高亚马逊履行 (FBA) 费用,分析表明这可能会增加 31 亿美元的增量收入。虽然收益……</div></blockquote></p><p> <a href=\"https://www.benzinga.com/markets/options/21/11/24202699/amazon-shows-heavy-options-volume-on-news-of-higher-fulfillment-fees\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/markets/options/21/11/24202699/amazon-shows-heavy-options-volume-on-news-of-higher-fulfillment-fees\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.benzinga.com/markets/options/21/11/24202699/amazon-shows-heavy-options-volume-on-news-of-higher-fulfillment-fees\">Benzinga </a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.benzinga.com/markets/options/21/11/24202699/amazon-shows-heavy-options-volume-on-news-of-higher-fulfillment-fees","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170394057","content_text":"Amazon Inc announced it will be raising its Fulfillment by Amazon (FBA) fees, starting Jan. 18, 2022, which analysis suggests could raise $3.1 billion in incremental revenue.\nWhile the gains on the stock Friday have been muted (+0.22%) as of this writing, it's not an issue of trading volume, as the stock has traded over 3.8 million shares versus the 10-day average of 3.3 million.\nBut the more unique data point is in the options market, with over 680,000 contracts traded Friday (image below).\nWhy It Matters:Prior to Friday, there were approximately 531,000 calls and 570,000 puts for a total of 1.01 millionoptions. Of those, approximately 37% (407,000) are expiring Friday.\nThus, the 681,000 contracts traded Friday represent 67% of the total options in one day. Granted, 407,000 of them are set to expire, so a good portion of the options traded could be options that are being closed or monetized.\nBut that doesn't account for the fact 73% of the contracts traded today have been calls, which suggests a strong bullish bias in the market.\nWhat's Next:Amazon has all-time highs just ahead near $3,770, yet the largest strike by volume for the Nov. 26 expiry is $3,75, with interest dropping off materially above here (image below).The fact that option trades for next week aren't showing much interest beyond the $3,750 strike suggests the stock will need new flows to break the $3,770 all-time highs.\nMeanwhile, short-term option support is coming in around $3,700, with the next largest strike by volume at $3,600, which may offer support on a decent pullback should the stock fail to break the all-time highs.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":1206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872173103,"gmtCreate":1637464408613,"gmtModify":1637464408783,"author":{"id":"3584307768549747","authorId":"3584307768549747","name":"7cs","avatar":"https://static.tigerbbs.com/c280462a813e6bcb1d631a200079cef5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584307768549747","authorIdStr":"3584307768549747"},"themes":[],"title":"","htmlText":"like pls","listText":"like pls","text":"like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/872173103","repostId":"2184828149","repostType":4,"isVote":1,"tweetType":1,"viewCount":961,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872046969,"gmtCreate":1637380977637,"gmtModify":1637380978350,"author":{"id":"3584307768549747","authorId":"3584307768549747","name":"7cs","avatar":"https://static.tigerbbs.com/c280462a813e6bcb1d631a200079cef5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584307768549747","authorIdStr":"3584307768549747"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/872046969","repostId":"2184842262","repostType":4,"isVote":1,"tweetType":1,"viewCount":1045,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876254342,"gmtCreate":1637324291478,"gmtModify":1637324292181,"author":{"id":"3584307768549747","authorId":"3584307768549747","name":"7cs","avatar":"https://static.tigerbbs.com/c280462a813e6bcb1d631a200079cef5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584307768549747","authorIdStr":"3584307768549747"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/876254342","repostId":"1156318428","repostType":4,"repost":{"id":"1156318428","kind":"news","pubTimestamp":1637324149,"share":"https://www.laohunote.com/m/news/1156318428?lang=zh_CN&edition=full","pubTime":"2021-11-19 20:15","market":"us","language":"en","title":"20 Stocks Moving in Friday's Pre-Market Session<blockquote>周五盘前交易中 20 只股票走势</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1156318428","media":"Benzinga","summary":"Gainers\n\nMammoth Energy Services, Inc. rose 29.9% to $2.87 in pre-market trading after the company a","content":"<p><div> Gainers Mammoth Energy Services, Inc. rose 29.9% to $2.87 in pre-market trading after the company announced a multi-year electric vehicle charging station engineering contract. Longeveron Inc. rose ...</p><p><blockquote><div>Mammoth Energy Services, Inc. 宣布签订多年期电动汽车充电站工程合同后,该公司在盘前交易中上涨 29.9%,至 2.87 美元。朗格维隆公司玫瑰……</div></blockquote></p><p> <a href=\"https://www.benzinga.com/news/21/11/24189889/20-stocks-moving-in-fridays-pre-market-session\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/11/24189889/20-stocks-moving-in-fridays-pre-market-session\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>20 Stocks Moving in Friday's Pre-Market Session<blockquote>周五盘前交易中 20 只股票走势</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\">\n20 Stocks Moving in Friday's Pre-Market Session<blockquote>周五盘前交易中 20 只股票走势</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-11-19 20:15</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Gainers Mammoth Energy Services, Inc. rose 29.9% to $2.87 in pre-market trading after the company announced a multi-year electric vehicle charging station engineering contract. Longeveron Inc. rose ...</p><p><blockquote><div>Mammoth Energy Services, Inc. 宣布签订多年期电动汽车充电站工程合同后,该公司在盘前交易中上涨 29.9%,至 2.87 美元。朗格维隆公司玫瑰……</div></blockquote></p><p> <a href=\"https://www.benzinga.com/news/21/11/24189889/20-stocks-moving-in-fridays-pre-market-session\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/11/24189889/20-stocks-moving-in-fridays-pre-market-session\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.benzinga.com/news/21/11/24189889/20-stocks-moving-in-fridays-pre-market-session\">Benzinga</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LGVN":"Longeveron Inc","UWMC":"UWM Holdings Corporation","TLRY":"Tilray Inc."},"source_url":"https://www.benzinga.com/news/21/11/24189889/20-stocks-moving-in-fridays-pre-market-session","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156318428","content_text":"Gainers\n\nMammoth Energy Services, Inc. rose 29.9% to $2.87 in pre-market trading after the company announced a multi-year electric vehicle charging station engineering contract.\nLongeveron Inc. rose 27.8% to $8.78 in pre-market trading after the FDA gave rare pediatric disease designation to the company’s treatment for infant heart condition.\nGracell Biotechnologies Inc. rose 26.8% to $11.39 in pre-market trading after the company said it was granted FDA orphan drug designation for its FastCAR-enabled dual-targeting CAR-T cell therapy candidate GC012F for the treatment of multiple myeloma.\nUWM Holdings Corporation shares rose 26.8% to $7.00 in pre-market trading after the company announced plans to accelerate buyback in public market in lieu of previously announced secondary offering and concurrent stock repurchase.\nAurora Innovation, Inc. rose 21% to $12.10 in pre-market trading after gaining over 8% on Thursday.\nBioHiTech Global, Inc. rose 20.4% to $1.24 in pre-market trading after the company posted a narrower quarterly loss.\nIntuit Inc. rose 12.3% to $706.19 in pre-market trading after the company reported better-than-expected results for its first quarter and issued strong forecast for FY22.\nIonQ, Inc. rose 7.8% to $30.14 in pre-market trading after declining around 10% on Thursday. IonQ recently reported Q3 results and raised FY21 bookings guidance.\nOrganiGram Holdings Inc. shares rose 6.7% to $2.15 in pre-market trading after declining 9% on Thursday. Organigram is launching a new wellness brand - Monjour, which is offering high-quality, CBD-forward products.\nTilray, Inc. rose 5.5% to $11.50 in pre-market trading on report that Germany is set to legalize marijuana nationwide.\n\nLosers\n\nConnect Biopharma Holdings Limited shares fell 33.1% to $8.10 in pre-market trading after reporting top-line results from global Phase 2 trial of CBP-201 in patients with moderate-to-severe atopic dermatitis.\nAquaBounty Technologies, Inc. fell 28.2% to $2.24 in pre-market trading after the company priced the public secondary offering of 11.2 million shares of its common stock by certain selling stockholders at $2.10 per share.\nFlora Growth Corp. fell 22.8% to $2.85 in pre-market trading after tumbling 13% on Thursday.\nFarfetch Limited shares fell 22.4% to $35.39 in pre-market trading after the company reported worse-than-expected Q3 sales results.\nRedHill Biopharma Ltd. shares fell 11.3% to $3.44 in pre-market trading after the company reported an offering of common stock.\nEcovyst Inc. fell 9.5% to $9.65 in pre-market trading after the company reported pricing of 8 million share secondary offering at $9.50 per share.\nWilliams-Sonoma, Inc. shares fell 8.7% to $200.01 in pre-market trading after the company reported Q3 earnings results.\nWorkday, Inc. fell 7.1% to $277.98 in pre-market trading. Workday posted stronger-than-expected earnings for its third quarter and announced intent to acquire VNDLY for $510 million. The company also said it sees Q4 subscription revenue of $1.216 billion to $1.218 billion.\nApplied Materials, Inc. shares fell 6.1% to $149.13 in pre-market trading after the company reported worse-than-expected Q4 EPS and sales results and issued Q1 EPS and sales guidance below estimates.\nRoss Stores, Inc. fell 4.3% to $114.41 in pre-market trading. Ross Stores reported upbeat earnings for its third quarter, but issued weak earnings guidance for the current quarter.","news_type":1,"symbols_score_info":{"UWMC":0.9,"TLRY":0.9,"LGVN":0.9}},"isVote":1,"tweetType":1,"viewCount":885,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876255178,"gmtCreate":1637324176717,"gmtModify":1637324177296,"author":{"id":"3584307768549747","authorId":"3584307768549747","name":"7cs","avatar":"https://static.tigerbbs.com/c280462a813e6bcb1d631a200079cef5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584307768549747","authorIdStr":"3584307768549747"},"themes":[],"title":"","htmlText":"like pls","listText":"like pls","text":"like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/876255178","repostId":"1153021579","repostType":4,"repost":{"id":"1153021579","kind":"news","pubTimestamp":1637322554,"share":"https://www.laohunote.com/m/news/1153021579?lang=zh_CN&edition=full","pubTime":"2021-11-19 19:49","market":"us","language":"en","title":"54 Biggest Movers From Yesterday<blockquote>昨天的 54 个最大推动者</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1153021579","media":"Benzinga","summary":"Gainers\n\nLongeveron Inc. shares climbed 135.3% to close at $6.87 on Thursday. Longeveron said the FD","content":"<p><div> Gainers Longeveron Inc. shares climbed 135.3% to close at $6.87 on Thursday. Longeveron said the FDA granted rare pediatric disease designation for the company’s Lomecel-B for the treatment of ...</p><p><blockquote><div>周四,Longeveron Inc. 股价上涨 135.3%,收于 6.87 美元。Longeveron 表示,FDA 授予该公司的 Lomecel-B 儿科罕见病称号,用于治疗...</div></blockquote></p><p> <a href=\"https://www.benzinga.com/news/21/11/24189383/54-biggest-movers-from-yesterday\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/11/24189383/54-biggest-movers-from-yesterday\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>54 Biggest Movers From Yesterday<blockquote>昨天的 54 个最大推动者</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\">\n54 Biggest Movers From Yesterday<blockquote>昨天的 54 个最大推动者</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-11-19 19:49</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Gainers Longeveron Inc. shares climbed 135.3% to close at $6.87 on Thursday. Longeveron said the FDA granted rare pediatric disease designation for the company’s Lomecel-B for the treatment of ...</p><p><blockquote><div>周四,Longeveron Inc. 股价上涨 135.3%,收于 6.87 美元。Longeveron 表示,FDA 授予该公司的 Lomecel-B 儿科罕见病称号,用于治疗...</div></blockquote></p><p> <a href=\"https://www.benzinga.com/news/21/11/24189383/54-biggest-movers-from-yesterday\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/11/24189383/54-biggest-movers-from-yesterday\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.benzinga.com/news/21/11/24189383/54-biggest-movers-from-yesterday\">Benzinga</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BILI":"哔哩哔哩","CSCO":"思科","M":"梅西百货"},"source_url":"https://www.benzinga.com/news/21/11/24189383/54-biggest-movers-from-yesterday","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153021579","content_text":"Gainers\n\nLongeveron Inc. shares climbed 135.3% to close at $6.87 on Thursday. Longeveron said the FDA granted rare pediatric disease designation for the company’s Lomecel-B for the treatment of hypoplastic left heart syndrome.\nDicerna Pharmaceuticals, Inc. shares climbed 78.7% to close at $38.03.Novo Nordisk A/SNVO-0.02%agreed to acquire Dicerna Pharmaceuticals for $38.25 per share in cash, representing a total equity value of $3.3 billion and a premium of 80% to Dicerna's closing price on November 17, 2021.\nSweetgreen, Inc. gained 76.8% to close at $49.50 after the company priced its IPO at $28 per share.\nVirtuoso Acquisition Corp. jumped 44% to settle at $14.51. Virtuoso Acquisition’s stockholders recently approved proposed merger with Wejo.\nJowell Global Ltd. climbed 25.8% to close at $14.75 after the company announced a collaboration with Unilever's Uni-Excubator.\nMacy's, Inc. gained 21.2% to close at $37.37 after the company reported strong Q3 results and also raised FY21 guidance.\nBJ's Wholesale Club Holdings, Inc. gained 19.9% to settle at $71.93 after the company reported better-than-expected Q3 EPS and sales results and announced a $500 million buyback.\nCardiff Oncology, Inc. rose 18.7% to close at $6.21. Pfizer made a $15 million equity investment in Cardiff Oncology as part of the Pfizer Breakthrough Growth Initiative.\nArcus Biosciences, Inc. climbed 18% to close at $43.54 after the company announced Gilead has exercised its options to three programs in Arcus's clinical-stage portfolio. The companies also added a research collaboration.\nEnthusiast Gaming Holdings Inc. rose 17.6% to close at $4.35 after the company reported US Unique Visitors reached 47.8 million in October.\nSmith-Midland Corporation gained 16.4% to settle at $32.27. Smith-Midland recently posted Q3 EPS of $0.71.\nDogness (International) Corporation surged 15.1% to close at $4.50.\nVera Therapeutics, Inc. gained 14.9% to settle at $28.43. Vera Therapeutics recently posted a Q3 loss of $0.36 per share.\nVictoria's Secret & Co. rose 14.7% to close at $57.91 after the company reported better-than-expected Q3 earnings.\nOMNIQ Corp. jumped 12.7% to settle at $9.47. OMNIQ recently posted a Q3 loss of $0.73 per share.\nVolcon, Inc. rose 12.4% to close at $16.48.\nUniversal Technical Institute, Inc. gained 12.3% to close at $7.75 following Q4 results.\nArco Platform Limited climbed 11.5% to close at $19.28. Arco Platform reported $150 million investments from Dragoneer and General Atlantic Partners.\nYatsen Holding Limited surged 10.7% to close at $2.99 after the company reported better-than-expected Q3 EPS results and announced a $100 million buyback.\nKohl's Corporation jumped 10.6% to close at $62.48 after the company reported better-than-expected Q3 EPS and sales results and raised FY21 EPS guidance.\nReTo Eco-Solutions, Inc. gained 10.1% to close at $3.05.\n180 Life Sciences Corp. gained 9.9% to close at $4.01.\nZTO Express (Cayman) Inc. shares rose 9.6% to close at $31.58 following Q3 earnings.\nExpress, Inc. gained 9.6% to settle at $4.55. Express is expected to report its third quarter 2021 financial results on Thursday, December 2, 2021.\nBM Technologies, Inc. rose 9.4% to close at $14.12 after gaining 5% on Wednesday.\nNVIDIA Corporation climbed 8.3% to settle at $316.75 after the company reported better-than-expected results for its third quarter, driven by record revenues in Gaming, Data Center and Professional Visualization segments. The company also issued a strong forecast for the fourth quarter.\n\nLosers\n\nAmtech Systems, Inc. fell 26.6% to close at $11.20 after the company reported downbeat Q4 results and issued weak Q1 sales forecast.\nZhangmen Education Inc. shares dipped 25.4% to close at $1.56 on Thursday after jumping more than 38% on Wednesday.\nSono Group N.V. fell 23.3% to settle at $29.29.\nGracell Biotechnologies Inc. declined 22.1% to close at $8.98. Gracell Biotechnologies recently reported Q3 sales of $57.00 thousand.\nFemasys Inc. fell 20.5% to close at $5.11.\nLottery.com Inc. dropped 19.9% to settle at $8.65. Lottery.com’s S-1 showed registration for primary offering of 30.125 million shares and secondary offering of 25.395 million shares via selling shareholders.\nWilliams Industrial Services Group Inc. dropped 19.6% to close at $3.70 after the company posted weak Q3 results and lowered FY21 revenue guidance.\nAltamira Therapeutics Ltd. dipped 19.6% to settle at $1.68.\nOdonate Therapeutics, Inc. dipped 18.5% to settle at $1.90.\nVipshop Holdings Limited dropped 18% to close at $10.03 after the company reported Q3 earnings results and issued guidance.\nSeqLL Inc. dropped 17.5% to close at $3.07.\nBilibili Inc. fell 17.2% to close at $67.12 after the company announced a proposed offering of $1,400 million convertible senior notes. The company could also be trading lower following their Q3 earnings results yesterday.\n17 Education & Technology Group Inc. dipped 16.4% to settle at $2.35.\nAehr Test Systems dropped 15.7% to close at $19.61.\nRivian Automotive, Inc. fell 15.5% to settle at $123.38 as the stock continued to pull back following its post-IPO surge. CNBC's Jim Cramer discussed momentum in the stock and noted investors may want to consider partial profit taking.\nCertara, Inc. fell 14.7% to close at $30.73 after the company priced its underwritten public offering of 10 million shares by certain existing stockholders at $31.00 per share.\nGambling.com Group Limited fell 13.9% to close at $13.00 after the company reported worse-than-expected Q3 sales results.\nPetco Health and Wellness Company, Inc. dipped 13.2% to close at $21.45 after the company reported Q3 earnings results and issued updated guidance.\nMaxeon Solar Technologies, Ltd. shares declined 12.9% to close at $17.61 after the company reported worse-than-expected Q3 results and issued Q4 revenue guidance below estimates.\nLantronix, Inc. dropped 12.4% to close at $7.88. Lantronix priced underwritten offering of 4.7 million shares of common stock at $7.50 per share.\nProgenity, Inc. fell 11.9% to settle at $4.30. Progenity recently reported worse-than-expected Q3 EPS results.\nTivic Health Systems, Inc. dipped 11.8% to close at $4.56. The company recently priced its IPO at $5 per share.\nQuickLogic Corporation fell 10.8% to close at $6.88 following Q3 results.\nInMed Pharmaceuticals Inc. shares fell 8.7% to close at $1.78. InMed Pharmaceuticals shares jumped around 40% on Wednesday after the company provided a business update.\nThe Original BARK Company dropped 6.8% to settle at $5.78. Mike Novotny, Insider at Original Bark, made a large buy and sell of company shares on November 12, according to a new SEC filing.\nCOMSovereign Holding Corp. fell 6.2% to close at $1.37 after jumping 20% on Wednesday.\niBio, Inc. fell 6.1% to close at $0.66. A leading independent proxy advisory firm, Glass Lewis, recommended iBio shareholders vote \"FOR\" all proposals ahead of annual meeting.\nCisco Systems, Inc. fell 5.5% to close at $53.63. Cisco reported upbeat earnings for its first quarter, while sales missed estimates. The company also issued weal sales forecast for the current quarter.","news_type":1,"symbols_score_info":{"BILI":0.9,"CSCO":0.9,"M":0.9}},"isVote":1,"tweetType":1,"viewCount":905,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878354075,"gmtCreate":1637153978090,"gmtModify":1637153978294,"author":{"id":"3584307768549747","authorId":"3584307768549747","name":"7cs","avatar":"https://static.tigerbbs.com/c280462a813e6bcb1d631a200079cef5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584307768549747","authorIdStr":"3584307768549747"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/878354075","repostId":"1145251173","repostType":4,"repost":{"id":"1145251173","kind":"news","pubTimestamp":1637153235,"share":"https://www.laohunote.com/m/news/1145251173?lang=zh_CN&edition=full","pubTime":"2021-11-17 20:47","market":"us","language":"en","title":"Boeing Stock Is Worth $300—if You Look Past 2022<blockquote>如果您展望 2022 年,波音股票价值 300 美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1145251173","media":"Barrons","summary":"The last couple of years have been tough for Boeing stock. Shares have been, essentially, cut in hal","content":"<p>The last couple of years have been tough for Boeing stock. Shares have been, essentially, cut in half from their peak of about more than $440 a share. That peak, of course, was pre-Covid and pre-737 MAX woes. But Boeing shares, which are at about $228, can move back to $300 by the end of 2022 if things settle down for the large American airplane maker.</p><p><blockquote>过去几年对于波音股票来说很艰难。股价基本上已经从每股 440 美元以上的峰值腰斩了一半。当然,那个高峰是新冠疫情之前和737 MAX之前的灾难。但如果这家美国大型飞机制造商的情况稳定下来,波音公司的股价约为 228 美元,到 2022 年底可能会回升至 300 美元。</blockquote></p><p> Tuesday, Seaport Global analyst Richard Safran reiterated his Buy rating on Boeing stock (ticker: BA) and said it’s a good idea for investors to buy now as a 2022 turnaround story. His price target is $298 a share.</p><p><blockquote>周二,Seaport Global 分析师理查德-萨夫兰(Richard Safran)重申了他对波音股票(股票代码:BA)的买入评级,并表示投资者现在买入是个好主意,因为这是 2022 年的扭亏为盈。他的目标价是每股 298 美元。</blockquote></p><p> Safran launched coverage of Boeing stock at Seaport with a Buy rating in June 2020, and he now believes he was too early. He didn’t see the Covid pandemic lingering as long as it has. What’s more, he didn’t see problems on Boeing 787 planes adding to its woes on its 737s.</p><p><blockquote>赛峰集团于 2020 年 6 月在 Seaport 推出了对波音股票的买入评级,但他现在认为现在还为时过早。他没有看到 Covid 大流行持续这么久。更重要的是,他并不认为波音 787 飞机的问题会加剧其 737 飞机的困境。</blockquote></p><p> The 737 MAX jet was grounded worldwide for about 20 months, beginning in March 2019, after two deadly crashes inside of five months. MAX deliveries resumed near the end of 2020. But 787 jets aren’t being delivered right now because of quality problems discovered in recent months.</p><p><blockquote>737 MAX 喷气式飞机在五个月内发生两起致命坠机事件后,从 2019 年 3 月开始在全球范围内停飞约 20 个月。MAX 交付于 2020 年底恢复。但由于最近几个月发现了质量问题,787 喷气式飞机目前还没有交付。</blockquote></p><p> Still, when Safran looks at 2022 and beyond—in a period where Boeing has less drama and more planes produced—he sees the stock moving north of $300.</p><p><blockquote>尽管如此,当赛峰集团展望 2022 年及以后时——在波音公司戏剧性事件较少、飞机产量较多的时期——他预计股价将升至 300 美元以上。</blockquote></p><p> It isn’t hard to justify that view.Airbus and Boeing shares both trade for around 20 times estimated 2022 cash flows. But based on 2023 estimated numbers,Airbus is trading for about 18 times and Boeing stock is trading for less than 14 times.</p><p><blockquote>空客和波音的股票交易价格都是 2022 年预计现金流的 20 倍左右。但根据 2023 年的估计数字,空客的交易量约为 18 倍,波音股票的交易量不到 14 倍。</blockquote></p><p> If Boeing were to trade like Airbus on its projected 2023 numbers, the stock would be between $300 and $330 a share. Investors just need confidence that 2023 will turn out well for Boeing.</p><p><blockquote>如果波音公司像空客一样按照其 2023 年的预计数据进行交易,那么该股股价将在每股 300 美元至 330 美元之间。投资者只需要相信 2023 年波音公司将会取得好成绩。</blockquote></p><p> The tide is starting to turn, according to Safran. “Investor sentiment appears to be improving following” Boeing’s third-quarter earnings, wrote the analyst in a Tuesday note. “The general trend is that the worst is likely behind [the company].”</p><p><blockquote>赛峰表示,形势开始转变。“这位分析师在周二的一份报告中写道:”在波音公司第三季度财报公布后,投资者情绪似乎正在改善。“总体趋势是,最糟糕的情况可能已经过去了。”</blockquote></p><p> Safran doesn’t have the highest price target on the Street. He is among a group of bulls with price targets around $300. The bottom few still have price targets for Boeing stock roughly where it trades now.</p><p><blockquote>赛峰集团的目标价并不是华尔街上最高的。他是一群目标价在 300 美元左右的多头之一。垫底的少数人仍然对波音股票的目标价大致与目前的交易价格相当。</blockquote></p><p> Overall, about 61% of analysts covering the stock rate shares Buy. The average Buy-rating ratio for stocks in the S&P 500 is about 55%.</p><p><blockquote>总体而言,约 61% 的分析师认为股票买入。标普500股票的平均买入评级比率约为55%。</blockquote></p><p> Boeing stock is down 2.3% in Tuesday trading. The S&P 500 and Dow Jones Industrial Average are up about 0.7% and 0.5%, respectively. Boeing stock, however, jumped 5% Monday after the start of the Dubai Air Show on Sunday. For the week, it’s still up more than 3%.</p><p><blockquote>波音股价在周二交易中下跌 2.3%。标普500和道琼斯工业平均指数分别上涨约0.7%和0.5%。然而,周日迪拜航展开幕后,波音股价周一上涨 5%。本周,涨幅仍超过 3%。</blockquote></p><p> Companies such as Boeing and Airbus do a lot of business at air shows. Tuesday, Akasa Air ordered 72 MAX jets for the Indian market. That deal was signed in Dubai.</p><p><blockquote>波音和空客等公司在航展上做了很多生意。周二,赤坂航空为印度市场订购了72架MAX喷气式飞机。那笔交易是在迪拜签署的。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Boeing Stock Is Worth $300—if You Look Past 2022<blockquote>如果您展望 2022 年,波音股票价值 300 美元</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; 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\">\nBoeing Stock Is Worth $300—if You Look Past 2022<blockquote>如果您展望 2022 年,波音股票价值 300 美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-11-17 20:47</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The last couple of years have been tough for Boeing stock. Shares have been, essentially, cut in half from their peak of about more than $440 a share. That peak, of course, was pre-Covid and pre-737 MAX woes. But Boeing shares, which are at about $228, can move back to $300 by the end of 2022 if things settle down for the large American airplane maker.</p><p><blockquote>过去几年对于波音股票来说很艰难。股价基本上已经从每股 440 美元以上的峰值腰斩了一半。当然,那个高峰是新冠疫情之前和737 MAX之前的灾难。但如果这家美国大型飞机制造商的情况稳定下来,波音公司的股价约为 228 美元,到 2022 年底可能会回升至 300 美元。</blockquote></p><p> Tuesday, Seaport Global analyst Richard Safran reiterated his Buy rating on Boeing stock (ticker: BA) and said it’s a good idea for investors to buy now as a 2022 turnaround story. His price target is $298 a share.</p><p><blockquote>周二,Seaport Global 分析师理查德-萨夫兰(Richard Safran)重申了他对波音股票(股票代码:BA)的买入评级,并表示投资者现在买入是个好主意,因为这是 2022 年的扭亏为盈。他的目标价是每股 298 美元。</blockquote></p><p> Safran launched coverage of Boeing stock at Seaport with a Buy rating in June 2020, and he now believes he was too early. He didn’t see the Covid pandemic lingering as long as it has. What’s more, he didn’t see problems on Boeing 787 planes adding to its woes on its 737s.</p><p><blockquote>赛峰集团于 2020 年 6 月在 Seaport 推出了对波音股票的买入评级,但他现在认为现在还为时过早。他没有看到 Covid 大流行持续这么久。更重要的是,他并不认为波音 787 飞机的问题会加剧其 737 飞机的困境。</blockquote></p><p> The 737 MAX jet was grounded worldwide for about 20 months, beginning in March 2019, after two deadly crashes inside of five months. MAX deliveries resumed near the end of 2020. But 787 jets aren’t being delivered right now because of quality problems discovered in recent months.</p><p><blockquote>737 MAX 喷气式飞机在五个月内发生两起致命坠机事件后,从 2019 年 3 月开始在全球范围内停飞约 20 个月。MAX 交付于 2020 年底恢复。但由于最近几个月发现了质量问题,787 喷气式飞机目前还没有交付。</blockquote></p><p> Still, when Safran looks at 2022 and beyond—in a period where Boeing has less drama and more planes produced—he sees the stock moving north of $300.</p><p><blockquote>尽管如此,当赛峰集团展望 2022 年及以后时——在波音公司戏剧性事件较少、飞机产量较多的时期——他预计股价将升至 300 美元以上。</blockquote></p><p> It isn’t hard to justify that view.Airbus and Boeing shares both trade for around 20 times estimated 2022 cash flows. But based on 2023 estimated numbers,Airbus is trading for about 18 times and Boeing stock is trading for less than 14 times.</p><p><blockquote>空客和波音的股票交易价格都是 2022 年预计现金流的 20 倍左右。但根据 2023 年的估计数字,空客的交易量约为 18 倍,波音股票的交易量不到 14 倍。</blockquote></p><p> If Boeing were to trade like Airbus on its projected 2023 numbers, the stock would be between $300 and $330 a share. Investors just need confidence that 2023 will turn out well for Boeing.</p><p><blockquote>如果波音公司像空客一样按照其 2023 年的预计数据进行交易,那么该股股价将在每股 300 美元至 330 美元之间。投资者只需要相信 2023 年波音公司将会取得好成绩。</blockquote></p><p> The tide is starting to turn, according to Safran. “Investor sentiment appears to be improving following” Boeing’s third-quarter earnings, wrote the analyst in a Tuesday note. “The general trend is that the worst is likely behind [the company].”</p><p><blockquote>赛峰表示,形势开始转变。“这位分析师在周二的一份报告中写道:”在波音公司第三季度财报公布后,投资者情绪似乎正在改善。“总体趋势是,最糟糕的情况可能已经过去了。”</blockquote></p><p> Safran doesn’t have the highest price target on the Street. He is among a group of bulls with price targets around $300. The bottom few still have price targets for Boeing stock roughly where it trades now.</p><p><blockquote>赛峰集团的目标价并不是华尔街上最高的。他是一群目标价在 300 美元左右的多头之一。垫底的少数人仍然对波音股票的目标价大致与目前的交易价格相当。</blockquote></p><p> Overall, about 61% of analysts covering the stock rate shares Buy. The average Buy-rating ratio for stocks in the S&P 500 is about 55%.</p><p><blockquote>总体而言,约 61% 的分析师认为股票买入。标普500股票的平均买入评级比率约为55%。</blockquote></p><p> Boeing stock is down 2.3% in Tuesday trading. The S&P 500 and Dow Jones Industrial Average are up about 0.7% and 0.5%, respectively. Boeing stock, however, jumped 5% Monday after the start of the Dubai Air Show on Sunday. For the week, it’s still up more than 3%.</p><p><blockquote>波音股价在周二交易中下跌 2.3%。标普500和道琼斯工业平均指数分别上涨约0.7%和0.5%。然而,周日迪拜航展开幕后,波音股价周一上涨 5%。本周,涨幅仍超过 3%。</blockquote></p><p> Companies such as Boeing and Airbus do a lot of business at air shows. Tuesday, Akasa Air ordered 72 MAX jets for the Indian market. That deal was signed in Dubai.</p><p><blockquote>波音和空客等公司在航展上做了很多生意。周二,赤坂航空为印度市场订购了72架MAX喷气式飞机。那笔交易是在迪拜签署的。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/boeing-stock-is-worth-300-if-you-look-past-2022-51637097194?mod=hp_LATEST\">Barrons</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BA":"波音"},"source_url":"https://www.barrons.com/articles/boeing-stock-is-worth-300-if-you-look-past-2022-51637097194?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145251173","content_text":"The last couple of years have been tough for Boeing stock. Shares have been, essentially, cut in half from their peak of about more than $440 a share. That peak, of course, was pre-Covid and pre-737 MAX woes. But Boeing shares, which are at about $228, can move back to $300 by the end of 2022 if things settle down for the large American airplane maker.\nTuesday, Seaport Global analyst Richard Safran reiterated his Buy rating on Boeing stock (ticker: BA) and said it’s a good idea for investors to buy now as a 2022 turnaround story. His price target is $298 a share.\nSafran launched coverage of Boeing stock at Seaport with a Buy rating in June 2020, and he now believes he was too early. He didn’t see the Covid pandemic lingering as long as it has. What’s more, he didn’t see problems on Boeing 787 planes adding to its woes on its 737s.\nThe 737 MAX jet was grounded worldwide for about 20 months, beginning in March 2019, after two deadly crashes inside of five months. MAX deliveries resumed near the end of 2020. But 787 jets aren’t being delivered right now because of quality problems discovered in recent months.\nStill, when Safran looks at 2022 and beyond—in a period where Boeing has less drama and more planes produced—he sees the stock moving north of $300.\nIt isn’t hard to justify that view.Airbus and Boeing shares both trade for around 20 times estimated 2022 cash flows. But based on 2023 estimated numbers,Airbus is trading for about 18 times and Boeing stock is trading for less than 14 times.\nIf Boeing were to trade like Airbus on its projected 2023 numbers, the stock would be between $300 and $330 a share. Investors just need confidence that 2023 will turn out well for Boeing.\nThe tide is starting to turn, according to Safran. “Investor sentiment appears to be improving following” Boeing’s third-quarter earnings, wrote the analyst in a Tuesday note. “The general trend is that the worst is likely behind [the company].”\nSafran doesn’t have the highest price target on the Street. He is among a group of bulls with price targets around $300. The bottom few still have price targets for Boeing stock roughly where it trades now.\nOverall, about 61% of analysts covering the stock rate shares Buy. The average Buy-rating ratio for stocks in the S&P 500 is about 55%.\nBoeing stock is down 2.3% in Tuesday trading. The S&P 500 and Dow Jones Industrial Average are up about 0.7% and 0.5%, respectively. Boeing stock, however, jumped 5% Monday after the start of the Dubai Air Show on Sunday. For the week, it’s still up more than 3%.\nCompanies such as Boeing and Airbus do a lot of business at air shows. Tuesday, Akasa Air ordered 72 MAX jets for the Indian market. That deal was signed in Dubai.","news_type":1,"symbols_score_info":{"BA":0.9}},"isVote":1,"tweetType":1,"viewCount":1056,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871327914,"gmtCreate":1637028308570,"gmtModify":1637028308726,"author":{"id":"3584307768549747","authorId":"3584307768549747","name":"7cs","avatar":"https://static.tigerbbs.com/c280462a813e6bcb1d631a200079cef5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584307768549747","authorIdStr":"3584307768549747"},"themes":[],"title":"","htmlText":"like pls","listText":"like pls","text":"like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/871327914","repostId":"2183282074","repostType":4,"isVote":1,"tweetType":1,"viewCount":870,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873312720,"gmtCreate":1636857834233,"gmtModify":1636857834421,"author":{"id":"3584307768549747","authorId":"3584307768549747","name":"7cs","avatar":"https://static.tigerbbs.com/c280462a813e6bcb1d631a200079cef5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584307768549747","authorIdStr":"3584307768549747"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/873312720","repostId":"1130613433","repostType":4,"repost":{"id":"1130613433","kind":"news","pubTimestamp":1636854571,"share":"https://www.laohunote.com/m/news/1130613433?lang=zh_CN&edition=full","pubTime":"2021-11-14 09:49","market":"us","language":"en","title":"7 Earnings Reports to Watch Next Week<blockquote>下周值得关注的 7 份收益报告</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1130613433","media":"InvestorPlace","summary":"A parade of retailers report earnings as their share prices remain buoyant\nSource: Shutterstock\nReta","content":"<p><div> A parade of retailers report earnings as their share prices remain buoyant Source: Shutterstock Retailers and big box chains take center stage next week as the earnings train rolls on. And these ...</p><p><blockquote><div>随着股价保持强劲,大量零售商公布财报 资料来源:Shutterstock 随着财报列车的继续,下周零售商和大型连锁店将成为焦点。还有这些……</div></blockquote></p><p> <a href=\"https://investorplace.com/earnings-reports-to-watch-next-week/\">网页链接</a> </div> </p><p><blockquote><a href=\"https://investorplace.com/earnings-reports-to-watch-next-week/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","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>7 Earnings Reports to Watch Next Week<blockquote>下周值得关注的 7 份收益报告</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\">\n7 Earnings Reports to Watch Next Week<blockquote>下周值得关注的 7 份收益报告</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2021-11-14 09:49</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> A parade of retailers report earnings as their share prices remain buoyant Source: Shutterstock Retailers and big box chains take center stage next week as the earnings train rolls on. And these ...</p><p><blockquote><div>随着股价保持强劲,大量零售商公布财报 资料来源:Shutterstock 随着财报列车的继续,下周零售商和大型连锁店将成为焦点。还有这些……</div></blockquote></p><p> <a href=\"https://investorplace.com/earnings-reports-to-watch-next-week/\">网页链接</a> </div> </p><p><blockquote><a href=\"https://investorplace.com/earnings-reports-to-watch-next-week/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://investorplace.com/earnings-reports-to-watch-next-week/\">InvestorPlace</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":{"TGT":"塔吉特","M":"梅西百货","LOW":"劳氏","LZB":"La-Z-Boy家具","WMT":"沃尔玛","HD":"家得宝"},"source_url":"https://investorplace.com/earnings-reports-to-watch-next-week/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130613433","content_text":"A parade of retailers report earnings as their share prices remain buoyant\nSource: Shutterstock\nRetailers and big box chains take center stage next week as the earnings train rolls on. And these earnings come as we enter the pivotal holiday sales season, which can make or break retailers large and small.\nAnalysts on Wall Street will be carefully parsing next week’s results to gain insights into how the economic reopening is holding up, and, in particular, how consumer spending performed heading into the fourth and final quarter of the year.\nIt has been a good run for stocks of retailers in recent weeks, with the SPDR S&P Retail ETF(NYSEARCA:XRT) up 15% over the past month. Sentiment regarding retailers has turned bullish as we approach the lucrative holiday sales period and the twin events of Black Friday and Cyber Monday.\nStrong earnings reports from key retail companies are likely to keep stocks across the sector buoyant as we near year-end.Here are seven retail stocks reporting earnings the week of Nov. 15.\n\nWalmart(NYSE:WMT)\nHome Depot(NYSE:HD)\nLa-Z-Boy(NYSE:LZB)\nLowe’s(NYSE:LOW)\nTarget(NYSE:TGT)\nMacy’s(NYSE:M)\nFoot Locker(NYSE:FL)\n\nWalmart (WMT)\nFirst out of the gate next week is Walmart, the world’s biggest retailer with more than 10,000 stores, 2.3 million employees and annual revenues of nearly $550 billion.\nThe retail colossus survived the pandemic largely by ramping up its online sales strategy, and its brick-and-mortar stores have been recovering this year as the economy reopens.\nHowever, despite its efforts and success, Walmart’s stock has underperformed, rising only 1% year-to-date at $148.50 a share. In the past 52 weeks, WMT stock has gained a slight 0.35%. The tepid growth has frustrated Walmart shareholders who have had to watch while rival retail stocks have risen more than 50% this year.\nA strong third-quarter report from Walmart could give the share price a much needed boost.Wall Street is looking for the company to report earnings per share (EPS) of $1.40 on revenues of $135.52 billion. Any beat to the upside will be well-received and could be the catalyst needed to finally move the needle on WMT stock.\nThe company has received several bullish analyst ratings recently, with Goldman Sachs(NYSE:GS) adding the stockto its “conviction buy” list in October. The median price target on the stock, among 19 analysts who cover Walmart, is $170, which is 15% higher than its current level.\nHome Depot (HD)\nAlso reporting Q3 results next week is home improvement retailer Home Depot. The Atlanta-headquartered company has seemingly had it both ways during the pandemic. The company performed well during Covid-19 lockdowns as people focused on fixing up their homes, and has continued to perform well this year as the economic recovery accelerated.\nYear-to-date, HD stock is up nearly 40% at $367.55 per share. And despite the bull run, Home Depot’s share price has continued to trend upward, rising nearly 10% since the start of October. The company is no doubt looking to finish the year strong and keep the momentum in its stock going with its third-quarter results.\nAnalysts are forecasting that Home Depot will report EPS of $3.36 on revenues of $34.69 billion for Q3. This would be after the company reported that its sales in this year’s second quarter increased 8.1% from a year ago to $41 billion, the first time in the company’s history that its quarterly sales surpassed $40 billion.\nWith home prices continuing to rise in the U.S.,up 20% in August this year from the same month of 2020 according to the Federal Reserve Bank of St. Louis, homeowners seem content to continue taking equity out of their domicile and spending it to improve its value, which benefits Home Depot.\nLa-Z-Boy (LZB)\nFurniture manufacturer La-Z-Boy, which is known for its signature brand of upholstered recliners, reports earnings next week as it shares finally breakout after being down for most of this year.\nOver the last month, LZB stock has gained 12% and now trades at $11.43 a share. However, even with that strong performance, the stock remains down 7% on the year. Strong third-quarter results heading into the holidays could accelerate the growth of La-Z-Boy’s stock.\nAnalysts expect the company to announce Q3 EPS of 73 cents on revenues of $540 million. La-Z-Boy has outperformed Wall Street’s earnings expectations in the four previous quarters. Overall, La-Z-Boy has grown its revenues by 9.5% and grown its net income by 32.3% since 2018. The furniture retailer is also praised for having a clean balance sheet with $391.21 million in cash on hand and $362.64 million in total debt.\nAnalysts will be watching La-Z-Boy to see if global supply constraints have materially impacted its business or will do so going forward.\nLowe’s (LOW)\nLowe’s, the home improvement retailer and main rival of Home Depot, also reports next week. And, as with Home Depot, Lowe’s stock has been a strong outperformer this year, up a total of 45% to $232.76 a share.\nThe rally in LOW stock has gathered steam in recent weeks, with the share price climbing 11% over the last month. The stellar stock performance has been propelled by exceptional sales that reached a record $27.6 billion in Lowe’s previous quarterly report.\nEqually impressive is the fact that Lowe’s says it now generates 25% of its revenues from professionals such as contractors, electricians and plumbers. It is those professionals that are highly coveted by both Lowe’s and Home Depot as consistent repeat customers.\nIn an effort to attract even more professional customers and keep its sales in record territory, Lowe’s has beendesigning more intuitive store layouts based on helping contractors and other trades find everything they need for a specific job without having to search the entire store.\nAdditionally, the company has moved its website “Lowe’s for Pros” to the cloud, which enabled the company to add enhanced features, faster updates, and provide more personalized offers to those highly sought after professionals.Analysts have forecast that Lowe’s will announce EPS of $2.31 on revenues of $21.77 billion for its most recent quarter.\nTarget (TGT)\nTarget has been yet another top performer among retail stocks, up 44% so far in 2021 and up 60% in the last 52-weeks. At $256.26. TGT stock has run uninterrupted all year.\nHowever, some analysts are raising concerns that the rally could be running out of steam. When Goldman Sachs added Walmart to its conviction list in October, the investment bank removed Target, stating that is expects slower growth from the Minneapolis-based company next year that is more inline with its historic performance. Target will be looking to prove the naysayers wrong when it announces its Q3 results.\nMuch of Target’s turnaround over the past few years is attributed to CEOBrian Cornell, who took over in 2014 as the company was dealing with a data breach that exposed the debit and credit card information of 40 million customers and its expansion into Canada was failing and dragging on the bottom line.\nCornell made the decision to exit Canada and has since invested heavily in e-commerce and brand name apparel. The moves proved to be the right ones judging by TGT stock, which is up 236% over the past five years. For next week’s earnings,Wall Street is anticipating EPS of $2.81 on revenues of $24.59 billion.\nMacy’s (M)\nMacy’s has not only been a top-performing retail stock, it has been one of the best performing of all stocks this year. Since January, Macy’s share price has increased 175% to its current level of $30.89. In the last month alone, M stock has gained 36%. The company has left its competitors in the dust as its shares continue rising higher and higher.\nMacy’s now has a market capitalization approaching $10 billion. The incredible growth is due to a strong e-commerce strategy that has propelled shares higher. Although some analysts have claimed that Macy’s share price appreciation is due to it being treated as a meme stock by retail investors.\nFounded in 1858, Macy’s today operates more than nearly 800 stores under the Macy’s, Bloomingdale’s and Bluemercury brands. The company has recently been targeted by activist group Jana Partners, which is trying to force Macy’s to spin-off its successful and lucrative e-commerce business, which Jana Partners has estimated could be worth $15 billion.\nThe reaction to Jana Partners efforts has been largely negative and it looks as though Macy’s will control its own destiny when it comes to its e-commerce platform. For its latest earnings, analysts forecast Macy’s will report EPS of $0.29 on revenues of $5.18 billion.\nFoot Locker (FL)\nNew York-based footwear and apparel retailer Foot Locker’s latest earnings report comes as its stock has risen 15% in the last month, bringing year-to-date gains to 37%. At $53.86 a share, FL stock is now up nearly 50% in the past 52-weeks.\nThe company just announced that it is launching a brand new apparel line called “LCKR” that is focused on casual wear such as pullover hoodies and sweatpants. Foot Locker enlisted popular rapper Gunna to be the face of its newest brand, which officially launched Oct. 20 and should help boost sales heading into the New Year.\nThe company also recently completed a $360 million acquisition of Japanese retailer Atmos, which sells premium sneakers and apparel at 49 stores around the world, including 39 in Japan. The deal helps to expand Foot Locker globally as the company seeks growth opportunities outside its American home market.\nAnalysts have praised Foot Locker for its recent moves aimed at expanding its brand and operations. When it announces earnings next week,Wall Street is looking for the company to report EPS of $1.35 and revenues of $2.12 billion.","news_type":1,"symbols_score_info":{"FL":0.9,"HD":0.9,"WMT":0.9,"M":0.9,"LZB":0.9,"TGT":0.9,"LOW":0.9}},"isVote":1,"tweetType":1,"viewCount":706,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879745046,"gmtCreate":1636780136864,"gmtModify":1636780137129,"author":{"id":"3584307768549747","authorId":"3584307768549747","name":"7cs","avatar":"https://static.tigerbbs.com/c280462a813e6bcb1d631a200079cef5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584307768549747","authorIdStr":"3584307768549747"},"themes":[],"title":"","htmlText":"like pls","listText":"like pls","text":"like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/879745046","repostId":"1102251183","repostType":4,"repost":{"id":"1102251183","kind":"news","pubTimestamp":1636772424,"share":"https://www.laohunote.com/m/news/1102251183?lang=zh_CN&edition=full","pubTime":"2021-11-13 11:00","market":"us","language":"en","title":"Pfizer Shows Its R&D Is Strong. It’s a Good Sign for the Stock.<blockquote>辉瑞显示出其研发实力雄厚。这对该股来说是个好兆头。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1102251183","media":"Barrons","summary":"Pfizer’s chief scientific officer, Mikael Dolsten, sounded giddy when reached via telephone early Mo","content":"<p>Pfizer’s chief scientific officer, Mikael Dolsten, sounded giddy when reached via telephone early Monday morning. It was just days after his company knocked the socks off the market with the news that its Covid-19 antiviral had cut the risk of hospitalization by 89% in high-risk adults.</p><p><blockquote>周一清晨,通过电话联系到辉瑞公司的首席科学官米凯尔-多尔斯滕(Mikael Dolsten)时,他听起来头晕目眩。就在几天前,他的公司宣布其 Covid-19 抗病毒药物已将高危成年人的住院风险降低了 89%,这一消息震惊了市场。</blockquote></p><p> “It can’t be just a random thing, that you’re able to beat this type of world record and get a grand slam at the same time by chance,” Dolsten said, scrambling sports metaphors as he sought to illustrate the magnitude of Pfizer’s twin wins: the development of a stunningly effective Covid-19 vaccine in just 10 months, followed a year later by the development of a similarly stunning Covid-19 antiviral.</p><p><blockquote>“多尔斯滕说:”这不可能是一件偶然的事情,你能够打破这种世界纪录,同时获得大满贯。他在试图说明辉瑞公司双赢的重要性时,用了体育比喻: 仅用了 10 个月就研制出了一种非常有效的 Covid-19 疫苗,一年后又研制出了一种同样令人惊叹的 Covid-19 抗病毒药物。</blockquote></p><p> Two years ago, Pfizer (ticker: PFE) CEO Albert Bourla asked investors to take a big gamble on the research-and-development operation that Dolsten has rebuilt over the course of more than a decade. That bet is looking smarter than ever.</p><p><blockquote>两年前,辉瑞(股票代码:PFE)首席执行官阿尔伯特·布尔拉 (Albert Bourla) 要求投资者在多尔斯滕十多年来重建的研发业务上下大注。这个赌注看起来比以往任何时候都聪明。</blockquote></p><p> Bourla has gotten rid of Pfizer’s off-patent drugs division and the last of its consumer health products, leaving behind a pure-play biopharma company that will live or die on the strength of Dolsten’s science.</p><p><blockquote>Bourla 已经摆脱了辉瑞公司的非专利药物部门及其最后的消费者保健产品,留下了一家纯粹的生物制药公司,该公司将依靠多尔斯滕的科学力量生死存亡。</blockquote></p><p> In a cover story in November 2019, <i>Barron’s</i> argued that Bourla and Dolsten could pull it off.</p><p><blockquote>在 2019 年 11 月的封面故事中,<i>巴伦</i>认为Bourla和Dolsten能成功。</blockquote></p><p> The new antiviral data reaffirms the case for Pfizer that <i>Barron’s</i> made two years ago. Continuing to profit off the pandemic, however, brings new risks, as criticism grows over the global inequity in vaccine distribution. Low-income nations account for less than 1% of the more than seven billion doses administered worldwide. If distribution of Pfizer’s antiviral continues to favor wealthy nations, the company’s stock could ultimately suffer.</p><p><blockquote>新的抗病毒数据再次证实了辉瑞公司的观点:<i>巴伦</i>两年前做的。然而,随着对全球疫苗分配不平等的批评越来越多,继续从疫情中获利会带来新的风险。低收入国家在全球70多亿剂疫苗中所占比例不到1%。如果辉瑞公司抗病毒药物的分销继续有利于富裕国家,该公司的股票最终可能会受到影响。</blockquote></p><p> Pfizer’s shares surged 10.9% the day the data came out, their best daily showing in at least 20 years. Still, with the stock now changing hands at around $50, investors continue to undervalue the company. Investors are pricing Pfizer at 12 times next year’s expected earnings, cheaper than peers like Johnson & Johnson (JNJ) and Eli Lilly (LLY).</p><p><blockquote>数据公布当天,辉瑞公司股价飙升 10.9%,创下至少 20 年来最佳单日表现。尽管如此,随着该股目前在 50 美元左右易手,投资者继续低估该公司的估值。投资者对辉瑞公司的定价是明年预期收益的 12 倍,低于强生公司(JNJ)和礼来公司(LLY)等同行。</blockquote></p><p> The Pfizer discount can be attributed to concerns over the patent cliff the drugmaker faces at the end of the decade. The company stands to lose exclusivity over a handful of drugs that bring in billions in annual revenue.</p><p><blockquote>辉瑞的折扣可归因于对该制药商在本世纪末面临的专利悬崖的担忧。该公司将失去少数几种每年带来数十亿美元收入的药物的独家经营权。</blockquote></p><p> The worries are legitimate, but Pfizer’s scientific coup should give investors confidence that the company’s science can carry it safely over that cliff. It may take time for the market to catch up, but for long-term investors, it’s a promising opportunity.</p><p><blockquote>这种担忧是合理的,但辉瑞公司的科学政变应该让投资者相信,该公司的科学能够安全地渡过悬崖。市场可能需要时间才能迎头赶上,但对于长期投资者来说,这是一个充满希望的机会。</blockquote></p><p> The success of the antiviral is the best illustration yet of Pfizer’s scientific prowess.</p><p><blockquote>抗病毒药物的成功是辉瑞公司科学实力的最好例证。</blockquote></p><p> While Pfizer’s Covid-19 vaccine came out of the labs of the German biotech BioNTech (BNTX), the new Covid-19 antiviral was whipped up by what Dolsten called a “dream team” of scientists at Pfizer’s own labs across the Northeast U.S.</p><p><blockquote>辉瑞公司的 Covid-19 疫苗来自德国生物技术公司 BioNTech (BNTX) 的实验室,而新型 Covid-19 抗病毒药物则是由多尔斯滕所说的辉瑞公司位于美国东北部的实验室科学家 “梦之队 ”研发出来的。</blockquote></p><p> In the earliest days of the pandemic, Pfizer split its efforts between its collaboration with BioNTech on the vaccine and its quest for a Covid-19 pill. The vaccine effort operated on a huge scale; Dolsten called it a “mega team” that spanned the Atlantic.</p><p><blockquote>在大流行的早期,辉瑞公司将精力分散在与 BioNTech 在疫苗方面的合作和对 Covid-19 药丸的追求上。疫苗工作规模巨大;多尔斯滕称之为横跨大西洋的 “巨型团队”。</blockquote></p><p> The antiviral project was a much smaller operation—a group of Pfizer experts operating with resources left over from the vaccine push.</p><p><blockquote>抗病毒项目是一个规模小得多的项目——一组辉瑞专家利用疫苗推广剩余的资源开展工作。</blockquote></p><p> “The small molecule was more like a nimble, laser-focused, high-end team, with rather moderate resources,” Dolsten said.</p><p><blockquote>“多尔斯滕说:”小分子更像是一个灵活、专注于激光的高端团队,资源相当适中。</blockquote></p><p> Dolsten gathered some of Pfizer’s most experienced scientists to work on the antiviral project, including its head of medicine design, Charlotte Allerton. The scientists started with work Pfizer had done years ago on a type of antiviral called a protease inhibitor.</p><p><blockquote>多尔斯滕召集了辉瑞公司一些最有经验的科学家参与抗病毒项目,其中包括辉瑞公司的药物设计主管夏洛特-阿勒顿(Charlotte Allerton)。科学家们从辉瑞公司几年前在一种叫做蛋白酶抑制剂的抗病毒药物上所做的工作开始。</blockquote></p><p> “[Pfizer’s] pharmaceutical R&D is better than people had thought.”</p><p><blockquote>“辉瑞的药物研发比人们想象的要好。”</blockquote></p><p> The protease inhibitors in the Pfizer library, however, had been administered intravenously, and had not worked well when delivered orally. The team had to figure out how to adapt the drugs to oral administration, a substantial undertaking.</p><p><blockquote>然而,辉瑞文库中的蛋白酶抑制剂是静脉注射给药的,口服给药时效果不佳。该团队必须弄清楚如何使药物适应口服给药,这是一项艰巨的任务。</blockquote></p><p> “They had to really create a lot of new chemistry,” Dolsten said. The scientists created 600 compounds to nail down the right drug, a process that might normally take years, and which they accomplished in a matter of months. “Four years turned into four months here,” he said.</p><p><blockquote>“多尔斯滕说:”他们必须真正创造很多新的化学反应。科学家们创造了 600 种化合物来确定合适的药物,这一过程通常可能需要数年时间,但他们在几个月内就完成了。“他说:”四年在这里变成了四个月。</blockquote></p><p> Pfizer started testing the pill in humans in March. It is now running a number of Phase 2/3 trials of the drug, including one for patients who are high risk, one for patients not high risk, and one as a prophylaxis for patients who have been exposed to the virus but aren’t yet sick. In the first readout, the drug looked substantially more effective than the Covid treatment pill from Merck (MRK).</p><p><blockquote>辉瑞公司于三月份开始在人体中测试这种药丸。目前,该公司正在对该药物进行多项 2/3 期试验,包括一项针对高危患者的试验、一项针对非高危患者的试验以及一项针对接触过病毒但尚未患病的患者的预防措施。在第一次读数中,该药物看起来比默克公司 (MRK) 的 Covid 治疗药丸更有效。</blockquote></p><p> “It definitely helps prove the point that [Pfizer’s] pharmaceutical R&D is better than people had thought,” says Louise Chen, an analyst at Cantor Fitzgerald, who has an Overweight rating and a $61 price target on the stock.</p><p><blockquote>“Cantor Fitzgerald 的分析师 Louise Chen 说:”这无疑有助于证明(辉瑞的)药品研发比人们想象的要好。</blockquote></p><p></p><p> Chen says that she doesn’t expect investors to come around to her way of thinking until there is more clarity on the durability of Covid-19 vaccine and pill sales, and the rest of the pipeline gets proved out.</p><p><blockquote>陈说,在 Covid-19 疫苗和药丸销售的耐久性得到更明确以及其余的管道得到证实之前,她预计投资者不会接受她的想法。</blockquote></p><p> “There is not one event that I think will trigger a re-rating of the stock at the next level,” she says. “Until those things play out, I don’t think that it necessarily will.”</p><p><blockquote>“她说:”我认为没有一个事件会引发该股的评级被重新评级到下一个级别。“在这些事情发生之前,我认为不一定会发生。”</blockquote></p><p> That makes a bet on Pfizer a long-term play. In the meantime, the experience of Moderna (MRNA) in recent weeks is highlighting the potential for the vaccine makers to come under scrutiny over unequal distribution of vaccines.</p><p><blockquote>这使得押注辉瑞成为一项长期战略。与此同时,Moderna (MRNA) 最近几周的经历凸显了疫苗制造商因疫苗分配不均而受到审查的可能性。</blockquote></p><p> Biden administration officials have been increasingly frustrated with Moderna, calling on the company to ramp up production so it can offer more doses at not-for-profit prices to low-income countries, with one top official calling on the company to “step up.”</p><p><blockquote>拜登政府官员对 Moderna 公司越来越不满,呼吁该公司提高产量,以便以非营利价格向低收入国家提供更多剂量,一位高级官员呼吁该公司 “加大力度”。</blockquote></p><p> Moderna shares are down more than 40% over the past three months.</p><p><blockquote>Moderna 股价在过去三个月中下跌了 40% 以上。</blockquote></p><p> As the pandemic persists, Pfizer risks eroding the enormous goodwill it earned roughly a year ago when it introduced its Covid-19 vaccine. Earlier this month, Pfizer CEO Bourla blamed low-income countries for unfair vaccine distribution, telling <i>Barron’s</i> that it was their fault for not placing orders. Pfizer has sold a billion vaccine doses to the U.S. at a not-for-profit price to donate to poor countries, and says that a total of at least two billion doses will be delivered to low- and middle-income nations by the end of next year.</p><p><blockquote>随着疫情的持续,辉瑞公司可能会侵蚀大约一年前推出 Covid-19 疫苗时获得的巨大商誉。本月早些时候,辉瑞公司首席执行官布尔拉将疫苗分配不公归咎于低收入国家,并表示<i>巴伦</i>不下单是他们的错。辉瑞公司以非营利价格向美国出售了10亿剂疫苗,用于捐赠给贫困国家,并表示到明年年底将总共至少向中低收入国家交付20亿剂疫苗。</blockquote></p><p> When it comes to antivirals, Pfizer has said only that it will offer tiered pricing for poorer nations, the same approach it has taken with its vaccine.</p><p><blockquote>当谈到抗病毒药物时,辉瑞只表示将为较贫穷的国家提供分层定价,这与它对疫苗采取的方法相同。</blockquote></p><p> That contrasts sharply with Merck’s plan to make its own Covid-19 pill available to poor countries. Merck has signed a deal with a United Nations-backed group that will allow its pill to be licensed globally, with no royalties paid to Merck.</p><p><blockquote>这与默克公司向贫困国家提供自己的 Covid-19 药丸的计划形成了鲜明对比。默克公司已与一个联合国支持的组织签署了一项协议,该协议将允许其药丸在全球获得许可,而默克公司无需支付版税。</blockquote></p><p> Dolsten said that Pfizer is looking into licensing its pill under a similar mechanism as Merck’s. “We will look at those options,” he said. “By no means have we said we would do something different. We just want to make sure whoever will be involved gets the advice and skill to do this.”</p><p><blockquote>多尔斯滕说,辉瑞公司正在考虑按照与默克公司类似的机制对其药片进行许可。“他说:”我们将研究这些方案。“我们绝不是说我们会做一些不同的事情。我们只是想确保无论谁参与其中,都能获得建议和技能。”</blockquote></p><p> Such a step couldn’t come soon enough. Late last month, activists protested outside Bourla’s home, calling on Pfizer to share its vaccine manufacturing technology and to fill orders from low-income countries ahead of those from wealthy countries.</p><p><blockquote>这样的举措来得还不够快。上月底,活动人士在布尔拉家门外举行抗议活动,呼吁辉瑞公司分享其疫苗生产技术,并在富裕国家之前完成低收入国家的订单。</blockquote></p><p> An aggressive plan to share its antiviral would help stave off such criticism, keeping Pfizer in the relative good graces of Washington and allowing its impressive science to continue to drive the stock higher.</p><p><blockquote>分享其抗病毒药物的积极计划将有助于避免此类批评,使辉瑞保持相对良好的华盛顿青睐,并使其令人印象深刻的科学继续推高股价。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pfizer Shows Its R&D Is Strong. It’s a Good Sign for the Stock.<blockquote>辉瑞显示出其研发实力雄厚。这对该股来说是个好兆头。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPfizer Shows Its R&D Is Strong. It’s a Good Sign for the Stock.<blockquote>辉瑞显示出其研发实力雄厚。这对该股来说是个好兆头。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-11-13 11:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Pfizer’s chief scientific officer, Mikael Dolsten, sounded giddy when reached via telephone early Monday morning. It was just days after his company knocked the socks off the market with the news that its Covid-19 antiviral had cut the risk of hospitalization by 89% in high-risk adults.</p><p><blockquote>周一清晨,通过电话联系到辉瑞公司的首席科学官米凯尔-多尔斯滕(Mikael Dolsten)时,他听起来头晕目眩。就在几天前,他的公司宣布其 Covid-19 抗病毒药物已将高危成年人的住院风险降低了 89%,这一消息震惊了市场。</blockquote></p><p> “It can’t be just a random thing, that you’re able to beat this type of world record and get a grand slam at the same time by chance,” Dolsten said, scrambling sports metaphors as he sought to illustrate the magnitude of Pfizer’s twin wins: the development of a stunningly effective Covid-19 vaccine in just 10 months, followed a year later by the development of a similarly stunning Covid-19 antiviral.</p><p><blockquote>“多尔斯滕说:”这不可能是一件偶然的事情,你能够打破这种世界纪录,同时获得大满贯。他在试图说明辉瑞公司双赢的重要性时,用了体育比喻: 仅用了 10 个月就研制出了一种非常有效的 Covid-19 疫苗,一年后又研制出了一种同样令人惊叹的 Covid-19 抗病毒药物。</blockquote></p><p> Two years ago, Pfizer (ticker: PFE) CEO Albert Bourla asked investors to take a big gamble on the research-and-development operation that Dolsten has rebuilt over the course of more than a decade. That bet is looking smarter than ever.</p><p><blockquote>两年前,辉瑞(股票代码:PFE)首席执行官阿尔伯特·布尔拉 (Albert Bourla) 要求投资者在多尔斯滕十多年来重建的研发业务上下大注。这个赌注看起来比以往任何时候都聪明。</blockquote></p><p> Bourla has gotten rid of Pfizer’s off-patent drugs division and the last of its consumer health products, leaving behind a pure-play biopharma company that will live or die on the strength of Dolsten’s science.</p><p><blockquote>Bourla 已经摆脱了辉瑞公司的非专利药物部门及其最后的消费者保健产品,留下了一家纯粹的生物制药公司,该公司将依靠多尔斯滕的科学力量生死存亡。</blockquote></p><p> In a cover story in November 2019, <i>Barron’s</i> argued that Bourla and Dolsten could pull it off.</p><p><blockquote>在 2019 年 11 月的封面故事中,<i>巴伦</i>认为Bourla和Dolsten能成功。</blockquote></p><p> The new antiviral data reaffirms the case for Pfizer that <i>Barron’s</i> made two years ago. Continuing to profit off the pandemic, however, brings new risks, as criticism grows over the global inequity in vaccine distribution. Low-income nations account for less than 1% of the more than seven billion doses administered worldwide. If distribution of Pfizer’s antiviral continues to favor wealthy nations, the company’s stock could ultimately suffer.</p><p><blockquote>新的抗病毒数据再次证实了辉瑞公司的观点:<i>巴伦</i>两年前做的。然而,随着对全球疫苗分配不平等的批评越来越多,继续从疫情中获利会带来新的风险。低收入国家在全球70多亿剂疫苗中所占比例不到1%。如果辉瑞公司抗病毒药物的分销继续有利于富裕国家,该公司的股票最终可能会受到影响。</blockquote></p><p> Pfizer’s shares surged 10.9% the day the data came out, their best daily showing in at least 20 years. Still, with the stock now changing hands at around $50, investors continue to undervalue the company. Investors are pricing Pfizer at 12 times next year’s expected earnings, cheaper than peers like Johnson & Johnson (JNJ) and Eli Lilly (LLY).</p><p><blockquote>数据公布当天,辉瑞公司股价飙升 10.9%,创下至少 20 年来最佳单日表现。尽管如此,随着该股目前在 50 美元左右易手,投资者继续低估该公司的估值。投资者对辉瑞公司的定价是明年预期收益的 12 倍,低于强生公司(JNJ)和礼来公司(LLY)等同行。</blockquote></p><p> The Pfizer discount can be attributed to concerns over the patent cliff the drugmaker faces at the end of the decade. The company stands to lose exclusivity over a handful of drugs that bring in billions in annual revenue.</p><p><blockquote>辉瑞的折扣可归因于对该制药商在本世纪末面临的专利悬崖的担忧。该公司将失去少数几种每年带来数十亿美元收入的药物的独家经营权。</blockquote></p><p> The worries are legitimate, but Pfizer’s scientific coup should give investors confidence that the company’s science can carry it safely over that cliff. It may take time for the market to catch up, but for long-term investors, it’s a promising opportunity.</p><p><blockquote>这种担忧是合理的,但辉瑞公司的科学政变应该让投资者相信,该公司的科学能够安全地渡过悬崖。市场可能需要时间才能迎头赶上,但对于长期投资者来说,这是一个充满希望的机会。</blockquote></p><p> The success of the antiviral is the best illustration yet of Pfizer’s scientific prowess.</p><p><blockquote>抗病毒药物的成功是辉瑞公司科学实力的最好例证。</blockquote></p><p> While Pfizer’s Covid-19 vaccine came out of the labs of the German biotech BioNTech (BNTX), the new Covid-19 antiviral was whipped up by what Dolsten called a “dream team” of scientists at Pfizer’s own labs across the Northeast U.S.</p><p><blockquote>辉瑞公司的 Covid-19 疫苗来自德国生物技术公司 BioNTech (BNTX) 的实验室,而新型 Covid-19 抗病毒药物则是由多尔斯滕所说的辉瑞公司位于美国东北部的实验室科学家 “梦之队 ”研发出来的。</blockquote></p><p> In the earliest days of the pandemic, Pfizer split its efforts between its collaboration with BioNTech on the vaccine and its quest for a Covid-19 pill. The vaccine effort operated on a huge scale; Dolsten called it a “mega team” that spanned the Atlantic.</p><p><blockquote>在大流行的早期,辉瑞公司将精力分散在与 BioNTech 在疫苗方面的合作和对 Covid-19 药丸的追求上。疫苗工作规模巨大;多尔斯滕称之为横跨大西洋的 “巨型团队”。</blockquote></p><p> The antiviral project was a much smaller operation—a group of Pfizer experts operating with resources left over from the vaccine push.</p><p><blockquote>抗病毒项目是一个规模小得多的项目——一组辉瑞专家利用疫苗推广剩余的资源开展工作。</blockquote></p><p> “The small molecule was more like a nimble, laser-focused, high-end team, with rather moderate resources,” Dolsten said.</p><p><blockquote>“多尔斯滕说:”小分子更像是一个灵活、专注于激光的高端团队,资源相当适中。</blockquote></p><p> Dolsten gathered some of Pfizer’s most experienced scientists to work on the antiviral project, including its head of medicine design, Charlotte Allerton. The scientists started with work Pfizer had done years ago on a type of antiviral called a protease inhibitor.</p><p><blockquote>多尔斯滕召集了辉瑞公司一些最有经验的科学家参与抗病毒项目,其中包括辉瑞公司的药物设计主管夏洛特-阿勒顿(Charlotte Allerton)。科学家们从辉瑞公司几年前在一种叫做蛋白酶抑制剂的抗病毒药物上所做的工作开始。</blockquote></p><p> “[Pfizer’s] pharmaceutical R&D is better than people had thought.”</p><p><blockquote>“辉瑞的药物研发比人们想象的要好。”</blockquote></p><p> The protease inhibitors in the Pfizer library, however, had been administered intravenously, and had not worked well when delivered orally. The team had to figure out how to adapt the drugs to oral administration, a substantial undertaking.</p><p><blockquote>然而,辉瑞文库中的蛋白酶抑制剂是静脉注射给药的,口服给药时效果不佳。该团队必须弄清楚如何使药物适应口服给药,这是一项艰巨的任务。</blockquote></p><p> “They had to really create a lot of new chemistry,” Dolsten said. The scientists created 600 compounds to nail down the right drug, a process that might normally take years, and which they accomplished in a matter of months. “Four years turned into four months here,” he said.</p><p><blockquote>“多尔斯滕说:”他们必须真正创造很多新的化学反应。科学家们创造了 600 种化合物来确定合适的药物,这一过程通常可能需要数年时间,但他们在几个月内就完成了。“他说:”四年在这里变成了四个月。</blockquote></p><p> Pfizer started testing the pill in humans in March. It is now running a number of Phase 2/3 trials of the drug, including one for patients who are high risk, one for patients not high risk, and one as a prophylaxis for patients who have been exposed to the virus but aren’t yet sick. In the first readout, the drug looked substantially more effective than the Covid treatment pill from Merck (MRK).</p><p><blockquote>辉瑞公司于三月份开始在人体中测试这种药丸。目前,该公司正在对该药物进行多项 2/3 期试验,包括一项针对高危患者的试验、一项针对非高危患者的试验以及一项针对接触过病毒但尚未患病的患者的预防措施。在第一次读数中,该药物看起来比默克公司 (MRK) 的 Covid 治疗药丸更有效。</blockquote></p><p> “It definitely helps prove the point that [Pfizer’s] pharmaceutical R&D is better than people had thought,” says Louise Chen, an analyst at Cantor Fitzgerald, who has an Overweight rating and a $61 price target on the stock.</p><p><blockquote>“Cantor Fitzgerald 的分析师 Louise Chen 说:”这无疑有助于证明(辉瑞的)药品研发比人们想象的要好。</blockquote></p><p></p><p> Chen says that she doesn’t expect investors to come around to her way of thinking until there is more clarity on the durability of Covid-19 vaccine and pill sales, and the rest of the pipeline gets proved out.</p><p><blockquote>陈说,在 Covid-19 疫苗和药丸销售的耐久性得到更明确以及其余的管道得到证实之前,她预计投资者不会接受她的想法。</blockquote></p><p> “There is not one event that I think will trigger a re-rating of the stock at the next level,” she says. “Until those things play out, I don’t think that it necessarily will.”</p><p><blockquote>“她说:”我认为没有一个事件会引发该股的评级被重新评级到下一个级别。“在这些事情发生之前,我认为不一定会发生。”</blockquote></p><p> That makes a bet on Pfizer a long-term play. In the meantime, the experience of Moderna (MRNA) in recent weeks is highlighting the potential for the vaccine makers to come under scrutiny over unequal distribution of vaccines.</p><p><blockquote>这使得押注辉瑞成为一项长期战略。与此同时,Moderna (MRNA) 最近几周的经历凸显了疫苗制造商因疫苗分配不均而受到审查的可能性。</blockquote></p><p> Biden administration officials have been increasingly frustrated with Moderna, calling on the company to ramp up production so it can offer more doses at not-for-profit prices to low-income countries, with one top official calling on the company to “step up.”</p><p><blockquote>拜登政府官员对 Moderna 公司越来越不满,呼吁该公司提高产量,以便以非营利价格向低收入国家提供更多剂量,一位高级官员呼吁该公司 “加大力度”。</blockquote></p><p> Moderna shares are down more than 40% over the past three months.</p><p><blockquote>Moderna 股价在过去三个月中下跌了 40% 以上。</blockquote></p><p> As the pandemic persists, Pfizer risks eroding the enormous goodwill it earned roughly a year ago when it introduced its Covid-19 vaccine. Earlier this month, Pfizer CEO Bourla blamed low-income countries for unfair vaccine distribution, telling <i>Barron’s</i> that it was their fault for not placing orders. Pfizer has sold a billion vaccine doses to the U.S. at a not-for-profit price to donate to poor countries, and says that a total of at least two billion doses will be delivered to low- and middle-income nations by the end of next year.</p><p><blockquote>随着疫情的持续,辉瑞公司可能会侵蚀大约一年前推出 Covid-19 疫苗时获得的巨大商誉。本月早些时候,辉瑞公司首席执行官布尔拉将疫苗分配不公归咎于低收入国家,并表示<i>巴伦</i>不下单是他们的错。辉瑞公司以非营利价格向美国出售了10亿剂疫苗,用于捐赠给贫困国家,并表示到明年年底将总共至少向中低收入国家交付20亿剂疫苗。</blockquote></p><p> When it comes to antivirals, Pfizer has said only that it will offer tiered pricing for poorer nations, the same approach it has taken with its vaccine.</p><p><blockquote>当谈到抗病毒药物时,辉瑞只表示将为较贫穷的国家提供分层定价,这与它对疫苗采取的方法相同。</blockquote></p><p> That contrasts sharply with Merck’s plan to make its own Covid-19 pill available to poor countries. Merck has signed a deal with a United Nations-backed group that will allow its pill to be licensed globally, with no royalties paid to Merck.</p><p><blockquote>这与默克公司向贫困国家提供自己的 Covid-19 药丸的计划形成了鲜明对比。默克公司已与一个联合国支持的组织签署了一项协议,该协议将允许其药丸在全球获得许可,而默克公司无需支付版税。</blockquote></p><p> Dolsten said that Pfizer is looking into licensing its pill under a similar mechanism as Merck’s. “We will look at those options,” he said. “By no means have we said we would do something different. We just want to make sure whoever will be involved gets the advice and skill to do this.”</p><p><blockquote>多尔斯滕说,辉瑞公司正在考虑按照与默克公司类似的机制对其药片进行许可。“他说:”我们将研究这些方案。“我们绝不是说我们会做一些不同的事情。我们只是想确保无论谁参与其中,都能获得建议和技能。”</blockquote></p><p> Such a step couldn’t come soon enough. Late last month, activists protested outside Bourla’s home, calling on Pfizer to share its vaccine manufacturing technology and to fill orders from low-income countries ahead of those from wealthy countries.</p><p><blockquote>这样的举措来得还不够快。上月底,活动人士在布尔拉家门外举行抗议活动,呼吁辉瑞公司分享其疫苗生产技术,并在富裕国家之前完成低收入国家的订单。</blockquote></p><p> An aggressive plan to share its antiviral would help stave off such criticism, keeping Pfizer in the relative good graces of Washington and allowing its impressive science to continue to drive the stock higher.</p><p><blockquote>分享其抗病毒药物的积极计划将有助于避免此类批评,使辉瑞保持相对良好的华盛顿青睐,并使其令人印象深刻的科学继续推高股价。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/buy-pfizer-stock-covid-19-51636674652?mod=hp_LEAD_1\">Barrons</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞"},"source_url":"https://www.barrons.com/articles/buy-pfizer-stock-covid-19-51636674652?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102251183","content_text":"Pfizer’s chief scientific officer, Mikael Dolsten, sounded giddy when reached via telephone early Monday morning. It was just days after his company knocked the socks off the market with the news that its Covid-19 antiviral had cut the risk of hospitalization by 89% in high-risk adults.\n“It can’t be just a random thing, that you’re able to beat this type of world record and get a grand slam at the same time by chance,” Dolsten said, scrambling sports metaphors as he sought to illustrate the magnitude of Pfizer’s twin wins: the development of a stunningly effective Covid-19 vaccine in just 10 months, followed a year later by the development of a similarly stunning Covid-19 antiviral.\nTwo years ago, Pfizer (ticker: PFE) CEO Albert Bourla asked investors to take a big gamble on the research-and-development operation that Dolsten has rebuilt over the course of more than a decade. That bet is looking smarter than ever.\nBourla has gotten rid of Pfizer’s off-patent drugs division and the last of its consumer health products, leaving behind a pure-play biopharma company that will live or die on the strength of Dolsten’s science.\nIn a cover story in November 2019, Barron’s argued that Bourla and Dolsten could pull it off.\nThe new antiviral data reaffirms the case for Pfizer that Barron’s made two years ago. Continuing to profit off the pandemic, however, brings new risks, as criticism grows over the global inequity in vaccine distribution. Low-income nations account for less than 1% of the more than seven billion doses administered worldwide. If distribution of Pfizer’s antiviral continues to favor wealthy nations, the company’s stock could ultimately suffer.\nPfizer’s shares surged 10.9% the day the data came out, their best daily showing in at least 20 years. Still, with the stock now changing hands at around $50, investors continue to undervalue the company. Investors are pricing Pfizer at 12 times next year’s expected earnings, cheaper than peers like Johnson & Johnson (JNJ) and Eli Lilly (LLY).\nThe Pfizer discount can be attributed to concerns over the patent cliff the drugmaker faces at the end of the decade. The company stands to lose exclusivity over a handful of drugs that bring in billions in annual revenue.\nThe worries are legitimate, but Pfizer’s scientific coup should give investors confidence that the company’s science can carry it safely over that cliff. It may take time for the market to catch up, but for long-term investors, it’s a promising opportunity.\nThe success of the antiviral is the best illustration yet of Pfizer’s scientific prowess.\nWhile Pfizer’s Covid-19 vaccine came out of the labs of the German biotech BioNTech (BNTX), the new Covid-19 antiviral was whipped up by what Dolsten called a “dream team” of scientists at Pfizer’s own labs across the Northeast U.S.\nIn the earliest days of the pandemic, Pfizer split its efforts between its collaboration with BioNTech on the vaccine and its quest for a Covid-19 pill. The vaccine effort operated on a huge scale; Dolsten called it a “mega team” that spanned the Atlantic.\nThe antiviral project was a much smaller operation—a group of Pfizer experts operating with resources left over from the vaccine push.\n“The small molecule was more like a nimble, laser-focused, high-end team, with rather moderate resources,” Dolsten said.\nDolsten gathered some of Pfizer’s most experienced scientists to work on the antiviral project, including its head of medicine design, Charlotte Allerton. The scientists started with work Pfizer had done years ago on a type of antiviral called a protease inhibitor.\n“[Pfizer’s] pharmaceutical R&D is better than people had thought.”\nThe protease inhibitors in the Pfizer library, however, had been administered intravenously, and had not worked well when delivered orally. The team had to figure out how to adapt the drugs to oral administration, a substantial undertaking.\n“They had to really create a lot of new chemistry,” Dolsten said. The scientists created 600 compounds to nail down the right drug, a process that might normally take years, and which they accomplished in a matter of months. “Four years turned into four months here,” he said.\nPfizer started testing the pill in humans in March. It is now running a number of Phase 2/3 trials of the drug, including one for patients who are high risk, one for patients not high risk, and one as a prophylaxis for patients who have been exposed to the virus but aren’t yet sick. In the first readout, the drug looked substantially more effective than the Covid treatment pill from Merck (MRK).\n“It definitely helps prove the point that [Pfizer’s] pharmaceutical R&D is better than people had thought,” says Louise Chen, an analyst at Cantor Fitzgerald, who has an Overweight rating and a $61 price target on the stock.\nChen says that she doesn’t expect investors to come around to her way of thinking until there is more clarity on the durability of Covid-19 vaccine and pill sales, and the rest of the pipeline gets proved out.\n“There is not one event that I think will trigger a re-rating of the stock at the next level,” she says. “Until those things play out, I don’t think that it necessarily will.”\nThat makes a bet on Pfizer a long-term play. In the meantime, the experience of Moderna (MRNA) in recent weeks is highlighting the potential for the vaccine makers to come under scrutiny over unequal distribution of vaccines.\nBiden administration officials have been increasingly frustrated with Moderna, calling on the company to ramp up production so it can offer more doses at not-for-profit prices to low-income countries, with one top official calling on the company to “step up.”\nModerna shares are down more than 40% over the past three months.\nAs the pandemic persists, Pfizer risks eroding the enormous goodwill it earned roughly a year ago when it introduced its Covid-19 vaccine. Earlier this month, Pfizer CEO Bourla blamed low-income countries for unfair vaccine distribution, telling Barron’s that it was their fault for not placing orders. Pfizer has sold a billion vaccine doses to the U.S. at a not-for-profit price to donate to poor countries, and says that a total of at least two billion doses will be delivered to low- and middle-income nations by the end of next year.\nWhen it comes to antivirals, Pfizer has said only that it will offer tiered pricing for poorer nations, the same approach it has taken with its vaccine.\nThat contrasts sharply with Merck’s plan to make its own Covid-19 pill available to poor countries. Merck has signed a deal with a United Nations-backed group that will allow its pill to be licensed globally, with no royalties paid to Merck.\nDolsten said that Pfizer is looking into licensing its pill under a similar mechanism as Merck’s. “We will look at those options,” he said. “By no means have we said we would do something different. We just want to make sure whoever will be involved gets the advice and skill to do this.”\nSuch a step couldn’t come soon enough. Late last month, activists protested outside Bourla’s home, calling on Pfizer to share its vaccine manufacturing technology and to fill orders from low-income countries ahead of those from wealthy countries.\nAn aggressive plan to share its antiviral would help stave off such criticism, keeping Pfizer in the relative good graces of Washington and allowing its impressive science to continue to drive the stock higher.","news_type":1,"symbols_score_info":{"PFE":0.9}},"isVote":1,"tweetType":1,"viewCount":1033,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":870464308,"gmtCreate":1636642791907,"gmtModify":1636642817835,"author":{"id":"3584307768549747","authorId":"3584307768549747","name":"7cs","avatar":"https://static.tigerbbs.com/c280462a813e6bcb1d631a200079cef5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584307768549747","authorIdStr":"3584307768549747"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/870464308","repostId":"1197591655","repostType":4,"repost":{"id":"1197591655","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":1636641088,"share":"https://www.laohunote.com/m/news/1197591655?lang=zh_CN&edition=full","pubTime":"2021-11-11 22:31","market":"us","language":"en","title":"S&P 500, Nasdaq stage rebound after inflation-driven sell-off<blockquote>标普500和纳斯达克在通胀驱动的抛售后出现反弹</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1197591655","media":"Tiger Newspress","summary":"U.S. stocks moved higher Thursday after hot inflation data and surging bond yields sparked a sell-off in technology stocks Wednesday.The S&P 500 ticked up 0.2%. The tech-heavy Nasdaq Composite gained 0.6%. The Dow Jones Industrial Average traded in negative territory, weighed down by Disney's 8% drop.Elsewhere, however, elevated demand for electric-vehicle stocks and for shares of newly public companies showed few signs of slowing down after Rivian Automotive's public debut. The Amazon-backed E","content":"<p>U.S. stocks moved higher Thursday after hot inflation data and surging bond yields sparked a sell-off in technology stocks Wednesday.</p><p><blockquote>由于通胀数据火爆和债券收益率飙升引发周三科技股抛售,美国股市周四走高。</blockquote></p><p> The S&P 500 ticked up 0.2%. The tech-heavy Nasdaq Composite gained 0.6%. The Dow Jones Industrial Average traded in negative territory, weighed down by Disney's 8% drop.</p><p><blockquote>标普500上涨0.2%。以科技股为主的纳斯达克综合指数上涨 0.6%。受迪士尼股价下跌 8% 的拖累,道琼斯工业平均指数下跌。</blockquote></p><p> With no notable economic data due out on Thursday due to the Veterans Day holiday, investors have been left to continue responding to the latest batch of mixed economic data. And meanwhile, a couple of closely watched companies missed quarterly earnings estimates, though most S&P 500 companies have topped expectations throughout third-quarter earnings season to date.</p><p><blockquote>由于退伍军人节假期,周四不会公布值得注意的经济数据,投资者只能继续应对最新一批好坏参半的经济数据。与此同时,一些备受关注的公司未能达到季度盈利预期,尽管迄今为止,大多数标普500公司在整个第三季度财报季都超出了预期。</blockquote></p><p> After market close on Wednesday, Dow-component Disney (DIS) reported disappointing sales and profits as Disney+ subscriber growth slowed more than expected. Beyond Meat (BYND) also offered a weak current-quarter revenue forecast, pointing to continued sluggishness in the plant-based meat alternative-maker's sales trends. Affirm (AFRM), however, saw shares soar in the premarket session, with the buy-now-pay-later financial technology platform topping quarterly sales expectations and unveiling an expanded payments partnership with Amazon.</p><p><blockquote>周三收盘后,道琼斯指数成分股迪士尼 (DIS) 公布的销售额和利润令人失望,因为 Disney+ 用户增长放缓超过预期。Beyond Meat (BYND) 也提供了疲软的本季度收入预测,表明这家植物性肉类替代品制造商的销售趋势持续低迷。然而,Affirm (AFRM) 的股价在盘前交易时段飙升,这个先买后付的金融科技平台超出了季度销售预期,并宣布与亚马逊扩大支付合作伙伴关系。</blockquote></p><p> Elsewhere, however, elevated demand for electric-vehicle stocks and for shares of newly public companies showed few signs of slowing down after Rivian Automotive's (RIVN) public debut. The Amazon-backed EV-maker's stock closed higher by 29% from its IPO price of $78 per share on its first day trading on the Nasdaq.</p><p><blockquote>然而,在其他地方,Rivian汽车公司 (RIVN) 首次公开募股后,对电动汽车股票和新上市公司股票的需求增加几乎没有放缓的迹象。这家亚马逊支持的电动汽车制造商的股价在纳斯达克上市首日收盘较每股 78 美元的 IPO 价格上涨 29%。</blockquote></p><p> A greater-than-expected jump in the Bureau of Labor Statistics' Consumer Price Index was a particular source of concern for traders on Wednesday, suggesting elevated price pressures were still present across many categories. The print also overshadowed some other upbeat economic data on the labor market's recovery, as initial unemployment claims dipped to reach a fresh pandemic-era low last week.</p><p><blockquote>周三,美国劳工统计局消费者价格指数的涨幅超出预期,这引起了交易员的特别担忧,这表明许多类别的价格压力仍然较大。该数据还掩盖了劳动力市场复苏的其他一些乐观经济数据,上周首次申请失业救济人数降至大流行时代的新低。</blockquote></p><p> The broadest measure of consumer price changes rose by a staggering 6.2% in October compared to the prior year, representing the biggest annual rise in 31 years.</p><p><blockquote>衡量消费者价格变化的最广泛指标 10 月份与上一年相比惊人地上涨了 6.2%,这是 31 年来最大的年度涨幅。</blockquote></p><p> \"This is certainly telling us, I think, that price pressures are more persistent. They are broader. They are not just narrowly focused on those categories, whether it's autos and the supply-constrained items. And it's going to last longer than expected,\" Matthew Luzzetti, Deutsche Bank chief U.S. economist, told Yahoo Finance Live.</p><p><blockquote>“我认为,这无疑告诉我们,价格压力更加持久。它们更广泛。它们不仅仅局限于这些类别,无论是汽车还是供应受限的商品。而且这种情况将持续比预期更长,”德意志银行首席美国经济学家马修·卢泽蒂告诉雅虎财经直播。</blockquote></p><p> Importantly, stickiness in inflation also suggests that the Federal Reserve will need to step in sooner than previously anticipated to raise interest rates in order to help bring rising prices in check. Markets are pricing in an initial hike to bring rates up from their current near-zero levels by mid-2022 — but more prints showing elevated inflation could pull those expectations forward, Luzzetti added. And already, consumers' outlooks on inflation have increased considerably, with the New York Federal Reserve reporting this week that consumers' short-term inflation expectations jumped to a record high of 5.7%.</p><p><blockquote>重要的是,通胀的粘性还表明,美联储需要比之前预期的更早加息,以帮助遏制物价上涨。卢泽蒂补充说,市场正在消化最初的加息,以便在 2022 年中期之前将利率从目前接近于零的水平提高到 2022 年中期,但更多显示通胀上升的数据可能会推高这些预期。消费者对通胀的预期已经大幅上升,纽约联邦储备委员会本周报告称,消费者的短期通胀预期跃升至 5.7% 的历史新高。</blockquote></p><p> \"We do think that the Fed is going to have to raise rates next year. They've signaled that they're going to taper through the middle of the year, and that's our baseline at this point,\" Luzzetti said. \"But if you continue to see price pressures like this over the coming months and more persistent, it may cause them to have to act earlier than expected.\"</p><p><blockquote>“我们确实认为美联储明年将不得不加息。他们已经表示将在年中缩减加息规模,这是我们目前的基线,”卢泽蒂表示。“但如果未来几个月继续看到这样的价格压力,并且更加持久,可能会导致他们不得不比预期更早采取行动。”</blockquote></p><p> —</p><p><blockquote>—</blockquote></p><p> 9:30 a.m. ET: Stocks hug the flatline</p><p><blockquote>美国东部时间上午 9:30:股市持平</blockquote></p><p> Here were the main moves in markets as of 9:30 a.m. ET:</p><p><blockquote>以下是截至美国东部时间上午 9:30 的主要市场走势:</blockquote></p><p> <ul> <li><b>S&P 500 (^GSPC)</b>: 4,655.17, +8.46 (+0.18%)</p><p><blockquote><ul><li><b>标普500(^GSPC)</b>:4,655.17,+8.46(+0.18%)</li></ul></blockquote></p><p></li> <li><b>Dow (^DJI)</b>: 36,000.82, -79.12 (-0.22%)</p><p><blockquote><li><b>道琼斯指数(^DJI)</b>:36,000.82,-79.12(-0.22%)</li></blockquote></p><p></li> <li><b>Nasdaq (^IXIC)</b>: 15,728.25,+105.55 (+0.68%)</p><p><blockquote><li><b>纳斯达克(^IXIC)</b>:15,728.25,+105.55(+0.68%)</li></blockquote></p><p></li> <li><b>Crude (CL=F)</b>: $81.61 per barrel, +$0.27 (+0.33%)</p><p><blockquote><li><b>原油(CL=F)</b>每桶81.61美元,+0.27美元(+0.33%)</li></blockquote></p><p></li> <li><b>Gold (GC=F)</b>: $<b>1,863.40 per ounce,</b>+$15.10 (+0.82%)</p><p><blockquote><li><b>金(GC=F)</b>:$<b>每盎司 1,863.40,</b>+$15.10(+0.82%)</li></blockquote></p><p></li> <li><b>10-year Treasury (^TNX)</b>: flat to yield 1.5600%</p><p><blockquote><li><b>10年期国债(^TNX)</b>:收益率持平1.5600%</li></blockquote></p><p></li> </ul> </p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>S&P 500, Nasdaq stage rebound after inflation-driven sell-off<blockquote>标普500和纳斯达克在通胀驱动的抛售后出现反弹</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P 500, Nasdaq stage rebound after inflation-driven sell-off<blockquote>标普500和纳斯达克在通胀驱动的抛售后出现反弹</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\">2021-11-11 22:31</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>U.S. stocks moved higher Thursday after hot inflation data and surging bond yields sparked a sell-off in technology stocks Wednesday.</p><p><blockquote>由于通胀数据火爆和债券收益率飙升引发周三科技股抛售,美国股市周四走高。</blockquote></p><p> The S&P 500 ticked up 0.2%. The tech-heavy Nasdaq Composite gained 0.6%. The Dow Jones Industrial Average traded in negative territory, weighed down by Disney's 8% drop.</p><p><blockquote>标普500上涨0.2%。以科技股为主的纳斯达克综合指数上涨 0.6%。受迪士尼股价下跌 8% 的拖累,道琼斯工业平均指数下跌。</blockquote></p><p> With no notable economic data due out on Thursday due to the Veterans Day holiday, investors have been left to continue responding to the latest batch of mixed economic data. And meanwhile, a couple of closely watched companies missed quarterly earnings estimates, though most S&P 500 companies have topped expectations throughout third-quarter earnings season to date.</p><p><blockquote>由于退伍军人节假期,周四不会公布值得注意的经济数据,投资者只能继续应对最新一批好坏参半的经济数据。与此同时,一些备受关注的公司未能达到季度盈利预期,尽管迄今为止,大多数标普500公司在整个第三季度财报季都超出了预期。</blockquote></p><p> After market close on Wednesday, Dow-component Disney (DIS) reported disappointing sales and profits as Disney+ subscriber growth slowed more than expected. Beyond Meat (BYND) also offered a weak current-quarter revenue forecast, pointing to continued sluggishness in the plant-based meat alternative-maker's sales trends. Affirm (AFRM), however, saw shares soar in the premarket session, with the buy-now-pay-later financial technology platform topping quarterly sales expectations and unveiling an expanded payments partnership with Amazon.</p><p><blockquote>周三收盘后,道琼斯指数成分股迪士尼 (DIS) 公布的销售额和利润令人失望,因为 Disney+ 用户增长放缓超过预期。Beyond Meat (BYND) 也提供了疲软的本季度收入预测,表明这家植物性肉类替代品制造商的销售趋势持续低迷。然而,Affirm (AFRM) 的股价在盘前交易时段飙升,这个先买后付的金融科技平台超出了季度销售预期,并宣布与亚马逊扩大支付合作伙伴关系。</blockquote></p><p> Elsewhere, however, elevated demand for electric-vehicle stocks and for shares of newly public companies showed few signs of slowing down after Rivian Automotive's (RIVN) public debut. The Amazon-backed EV-maker's stock closed higher by 29% from its IPO price of $78 per share on its first day trading on the Nasdaq.</p><p><blockquote>然而,在其他地方,Rivian汽车公司 (RIVN) 首次公开募股后,对电动汽车股票和新上市公司股票的需求增加几乎没有放缓的迹象。这家亚马逊支持的电动汽车制造商的股价在纳斯达克上市首日收盘较每股 78 美元的 IPO 价格上涨 29%。</blockquote></p><p> A greater-than-expected jump in the Bureau of Labor Statistics' Consumer Price Index was a particular source of concern for traders on Wednesday, suggesting elevated price pressures were still present across many categories. The print also overshadowed some other upbeat economic data on the labor market's recovery, as initial unemployment claims dipped to reach a fresh pandemic-era low last week.</p><p><blockquote>周三,美国劳工统计局消费者价格指数的涨幅超出预期,这引起了交易员的特别担忧,这表明许多类别的价格压力仍然较大。该数据还掩盖了劳动力市场复苏的其他一些乐观经济数据,上周首次申请失业救济人数降至大流行时代的新低。</blockquote></p><p> The broadest measure of consumer price changes rose by a staggering 6.2% in October compared to the prior year, representing the biggest annual rise in 31 years.</p><p><blockquote>衡量消费者价格变化的最广泛指标 10 月份与上一年相比惊人地上涨了 6.2%,这是 31 年来最大的年度涨幅。</blockquote></p><p> \"This is certainly telling us, I think, that price pressures are more persistent. They are broader. They are not just narrowly focused on those categories, whether it's autos and the supply-constrained items. And it's going to last longer than expected,\" Matthew Luzzetti, Deutsche Bank chief U.S. economist, told Yahoo Finance Live.</p><p><blockquote>“我认为,这无疑告诉我们,价格压力更加持久。它们更广泛。它们不仅仅局限于这些类别,无论是汽车还是供应受限的商品。而且这种情况将持续比预期更长,”德意志银行首席美国经济学家马修·卢泽蒂告诉雅虎财经直播。</blockquote></p><p> Importantly, stickiness in inflation also suggests that the Federal Reserve will need to step in sooner than previously anticipated to raise interest rates in order to help bring rising prices in check. Markets are pricing in an initial hike to bring rates up from their current near-zero levels by mid-2022 — but more prints showing elevated inflation could pull those expectations forward, Luzzetti added. And already, consumers' outlooks on inflation have increased considerably, with the New York Federal Reserve reporting this week that consumers' short-term inflation expectations jumped to a record high of 5.7%.</p><p><blockquote>重要的是,通胀的粘性还表明,美联储需要比之前预期的更早加息,以帮助遏制物价上涨。卢泽蒂补充说,市场正在消化最初的加息,以便在 2022 年中期之前将利率从目前接近于零的水平提高到 2022 年中期,但更多显示通胀上升的数据可能会推高这些预期。消费者对通胀的预期已经大幅上升,纽约联邦储备委员会本周报告称,消费者的短期通胀预期跃升至 5.7% 的历史新高。</blockquote></p><p> \"We do think that the Fed is going to have to raise rates next year. They've signaled that they're going to taper through the middle of the year, and that's our baseline at this point,\" Luzzetti said. \"But if you continue to see price pressures like this over the coming months and more persistent, it may cause them to have to act earlier than expected.\"</p><p><blockquote>“我们确实认为美联储明年将不得不加息。他们已经表示将在年中缩减加息规模,这是我们目前的基线,”卢泽蒂表示。“但如果未来几个月继续看到这样的价格压力,并且更加持久,可能会导致他们不得不比预期更早采取行动。”</blockquote></p><p> —</p><p><blockquote>—</blockquote></p><p> 9:30 a.m. ET: Stocks hug the flatline</p><p><blockquote>美国东部时间上午 9:30:股市持平</blockquote></p><p> Here were the main moves in markets as of 9:30 a.m. ET:</p><p><blockquote>以下是截至美国东部时间上午 9:30 的主要市场走势:</blockquote></p><p> <ul> <li><b>S&P 500 (^GSPC)</b>: 4,655.17, +8.46 (+0.18%)</p><p><blockquote><ul><li><b>标普500(^GSPC)</b>:4,655.17,+8.46(+0.18%)</li></ul></blockquote></p><p></li> <li><b>Dow (^DJI)</b>: 36,000.82, -79.12 (-0.22%)</p><p><blockquote><li><b>道琼斯指数(^DJI)</b>:36,000.82,-79.12(-0.22%)</li></blockquote></p><p></li> <li><b>Nasdaq (^IXIC)</b>: 15,728.25,+105.55 (+0.68%)</p><p><blockquote><li><b>纳斯达克(^IXIC)</b>:15,728.25,+105.55(+0.68%)</li></blockquote></p><p></li> <li><b>Crude (CL=F)</b>: $81.61 per barrel, +$0.27 (+0.33%)</p><p><blockquote><li><b>原油(CL=F)</b>每桶81.61美元,+0.27美元(+0.33%)</li></blockquote></p><p></li> <li><b>Gold (GC=F)</b>: $<b>1,863.40 per ounce,</b>+$15.10 (+0.82%)</p><p><blockquote><li><b>金(GC=F)</b>:$<b>每盎司 1,863.40,</b>+$15.10(+0.82%)</li></blockquote></p><p></li> <li><b>10-year Treasury (^TNX)</b>: flat to yield 1.5600%</p><p><blockquote><li><b>10年期国债(^TNX)</b>:收益率持平1.5600%</li></blockquote></p><p></li> </ul> </p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197591655","content_text":"U.S. stocks moved higher Thursday after hot inflation data and surging bond yields sparked a sell-off in technology stocks Wednesday.\nThe S&P 500 ticked up 0.2%. The tech-heavy Nasdaq Composite gained 0.6%. The Dow Jones Industrial Average traded in negative territory, weighed down by Disney's 8% drop.\nWith no notable economic data due out on Thursday due to the Veterans Day holiday, investors have been left to continue responding to the latest batch of mixed economic data. And meanwhile, a couple of closely watched companies missed quarterly earnings estimates, though most S&P 500 companies have topped expectations throughout third-quarter earnings season to date.\nAfter market close on Wednesday, Dow-component Disney (DIS) reported disappointing sales and profits as Disney+ subscriber growth slowed more than expected. Beyond Meat (BYND) also offered a weak current-quarter revenue forecast, pointing to continued sluggishness in the plant-based meat alternative-maker's sales trends. Affirm (AFRM), however, saw shares soar in the premarket session, with the buy-now-pay-later financial technology platform topping quarterly sales expectations and unveiling an expanded payments partnership with Amazon.\nElsewhere, however, elevated demand for electric-vehicle stocks and for shares of newly public companies showed few signs of slowing down after Rivian Automotive's (RIVN) public debut. The Amazon-backed EV-maker's stock closed higher by 29% from its IPO price of $78 per share on its first day trading on the Nasdaq.\nA greater-than-expected jump in the Bureau of Labor Statistics' Consumer Price Index was a particular source of concern for traders on Wednesday, suggesting elevated price pressures were still present across many categories. The print also overshadowed some other upbeat economic data on the labor market's recovery, as initial unemployment claims dipped to reach a fresh pandemic-era low last week.\nThe broadest measure of consumer price changes rose by a staggering 6.2% in October compared to the prior year, representing the biggest annual rise in 31 years.\n\"This is certainly telling us, I think, that price pressures are more persistent. They are broader. They are not just narrowly focused on those categories, whether it's autos and the supply-constrained items. And it's going to last longer than expected,\" Matthew Luzzetti, Deutsche Bank chief U.S. economist, told Yahoo Finance Live.\nImportantly, stickiness in inflation also suggests that the Federal Reserve will need to step in sooner than previously anticipated to raise interest rates in order to help bring rising prices in check. Markets are pricing in an initial hike to bring rates up from their current near-zero levels by mid-2022 — but more prints showing elevated inflation could pull those expectations forward, Luzzetti added. And already, consumers' outlooks on inflation have increased considerably, with the New York Federal Reserve reporting this week that consumers' short-term inflation expectations jumped to a record high of 5.7%.\n\"We do think that the Fed is going to have to raise rates next year. They've signaled that they're going to taper through the middle of the year, and that's our baseline at this point,\" Luzzetti said. \"But if you continue to see price pressures like this over the coming months and more persistent, it may cause them to have to act earlier than expected.\"\n—\n9:30 a.m. ET: Stocks hug the flatline\nHere were the main moves in markets as of 9:30 a.m. ET:\n\nS&P 500 (^GSPC): 4,655.17, +8.46 (+0.18%)\nDow (^DJI): 36,000.82, -79.12 (-0.22%)\nNasdaq (^IXIC): 15,728.25,+105.55 (+0.68%)\nCrude (CL=F): $81.61 per barrel, +$0.27 (+0.33%)\nGold (GC=F): $1,863.40 per ounce,+$15.10 (+0.82%)\n10-year Treasury (^TNX): flat to yield 1.5600%","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":909,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":882409212,"gmtCreate":1631712908236,"gmtModify":1631888554833,"author":{"id":"3584307768549747","authorId":"3584307768549747","name":"7cs","avatar":"https://static.tigerbbs.com/c280462a813e6bcb1d631a200079cef5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584307768549747","authorIdStr":"3584307768549747"},"themes":[],"title":"","htmlText":"like pls","listText":"like pls","text":"like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/882409212","repostId":"1148341685","repostType":4,"repost":{"id":"1148341685","kind":"news","pubTimestamp":1631660884,"share":"https://www.laohunote.com/m/news/1148341685?lang=zh_CN&edition=full","pubTime":"2021-09-15 07:08","market":"us","language":"en","title":"U.S. stocks close lower on worries over recovery, corporate tax hikes<blockquote>由于对经济复苏和企业增税的担忧,美国股市收盘走低</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1148341685","media":"Reuters","summary":"NEW YORK (Reuters) - Wall Street lost ground on Tuesday as economic uncertainties and the increasing","content":"<p>NEW YORK (Reuters) - Wall Street lost ground on Tuesday as economic uncertainties and the increasing likelihood of a corporate tax rate hike dampened investor sentiment and prompted a broad sell-off despite signs of easing inflation.</p><p><blockquote>纽约(路透社) - 尽管有通胀放缓的迹象,但经济不确定性和企业税率上调的可能性不断增加抑制了投资者情绪,并引发了广泛的抛售,华尔街周二下跌。</blockquote></p><p> Optimism faded throughout the session, reversing an initial rally following the Labor Department’s consumer price index report. All three major U.S. stock indexes ended in negative territory in a reminder that September is a historically rough month for stocks.</p><p><blockquote>乐观情绪在整个交易日逐渐消退,扭转了劳工部发布消费者价格指数报告后最初的反弹势头。美国三大股指均以负值收盘,这提醒人们,9 月份是股市历史上最艰难的一个月。</blockquote></p><p> So far this month the S&P 500 is down nearly 1.8% even as the benchmark index has gained over 18% since the beginning of the year.</p><p><blockquote>本月到目前为止,标普500下跌了近1.8%,尽管基准指数自年初以来已上涨超过18%。</blockquote></p><p> “There is a possibility that the market is simply ready to go through an overdue correction,” said Sam Stovall, chief investment strategist at CFRA Research in New York. “From a seasonality perspective, September tends to be the window dressing period for fund managers.”</p><p><blockquote>“纽约 CFRA Research 首席投资策略师 Sam Stovall 说:”市场有可能只是准备好经历一场迟来的调整。“从季节性来看,9月份往往是基金经理的窗口期。”</blockquote></p><p> The advent of the highly contagious Delta COVID variant has driven an increase in bearish sentiment regarding the recovery from the global health crisis, and many now expect a substantial correction in stock markets by the end of the year.</p><p><blockquote>高度传染性的Delta COVID变种的出现推动了对全球健康危机复苏的看跌情绪的增加,许多人现在预计股市将在今年年底前大幅调整。</blockquote></p><p> “We’re still in a corrective mode that people have been calling for months,” said Paul Nolte, portfolio manager at Kingsview Asset Management in Chicago. “Economic data points have been missing estimates, and that has coincided with the rise in the Delta variant.”</p><p><blockquote>“芝加哥 Kingsview Asset Management 的投资组合经理保罗-诺尔特(Paul Nolte)说:”我们仍处于人们几个月来一直呼吁的纠正模式。“经济数据点一直低于预期,而这恰逢德尔塔变异毒株的上升”。</blockquote></p><p> The CPI report delivered a lower-than-consensus August reading, a deceleration that supports Federal Reserve Chairman Jerome Powell’s assertion that spiking inflation is transitory and calms market fears that the central bank will begin tightening monetary policy sooner than expected.</p><p><blockquote>CPI报告公布的8月份数据低于共识,这一放缓支持了美联储主席杰罗姆-鲍威尔(Jerome Powell)的断言,即通胀飙升是暂时的,并平息了市场对央行将比预期更早开始收紧货币政策的担忧。</blockquote></p><p> U.S. Treasury yields dropped on the data, which pressured financial stocks, and investor favor pivoted back to growth at the expense of value. [US/]</p><p><blockquote>数据显示,美国国债收益率下降,给金融股带来压力,投资者的青睐以牺牲价值为代价重新转向增长。[美国/]</blockquote></p><p> The long expected corporate tax hikes, to 26.5% from 21% if Democrats prevail, are coming nearer to fruition with U.S. President Joe Biden’s $3.5 trillion budget package inching closer to passage.</p><p><blockquote>随着美国总统乔-拜登(Joe Biden)的 3.5 万亿美元预算方案逐渐接近通过,人们期待已久的企业税上调幅度将从 21% 提高到 26.5%。</blockquote></p><p> The Dow Jones Industrial Average fell 292.06 points, or 0.84%, to 34,577.57; the S&P 500 lost 25.68 points, or 0.57%, at 4,443.05; and the Nasdaq Composite dropped 67.82 points, or 0.45%, to 15,037.76.</p><p><blockquote>道琼斯工业平均指数下跌292.06点,跌幅0.84%,报34,577.57点;标普500下跌25.68点,跌幅0.57%,报4,443.05点;纳斯达克综合指数下跌 67.82 点,跌幅 0.45%,至 15,037.76 点。</blockquote></p><p> All 11 major sectors in the S&P 500 ended the session red, with energy and financials suffering the largest percentage drops.</p><p><blockquote>标普500 11个主要板块全部收红,其中能源和金融板块跌幅最大。</blockquote></p><p> Apple Inc unveiled its iPhone 13 and added new features to its iPad and Apple Watch gadgets in its biggest product launch event of the year as the company faces increased scrutiny in the courts over its business practices. Its shares closed down 1.0% and were the heaviest drag on the S&P 500 and the Nasdaq.</p><p><blockquote>苹果公司在今年最大的产品发布会上推出了 iPhone 13,并为其 iPad 和苹果手表设备添加了新功能,因为该公司面临着法院对其商业行为日益严格的审查。其股价收盘下跌 1.0%,是标普500和纳斯达克最大的拖累。</blockquote></p><p> Intuit Inc gained 1.9% following the TurboTax maker’s announcement that it would acquire digital marketing company Mailchimp for $12 billion.</p><p><blockquote>Intuit Inc 上涨了 1.9%,此前这家涡轮税制造商宣布将以 120 亿美元收购数字营销公司 Mailchimp。</blockquote></p><p> CureVac slid 8.0% after the German biotechnology company canceled manufacturing deals for its experimental COVID-19 vaccine.</p><p><blockquote>德国生物技术公司 CureVac 取消其实验性 COVID-19 疫苗的生产交易后,股价下跌 8.0%。</blockquote></p><p> Declining issues outnumbered advancing ones on the NYSE by a 2.25-to-1 ratio; on Nasdaq, a 2.40-to-1 ratio favored decliners.</p><p><blockquote>纽约证券交易所下跌发行量与上涨发行量的比例为 2.25 比 1;在纳斯达克,2.40 比 1 的比率有利于下跌者。</blockquote></p><p> The S&P 500 posted two new 52-week highs and two new lows; the Nasdaq Composite recorded 50 new highs and 107 new lows.</p><p><blockquote>标普500创下两个52周新高和两个新低;纳斯达克综合指数创下50个新高和107个新低。</blockquote></p><p> Volume on U.S. exchanges was 10.07 billion shares, compared with the 9.38 billion average over the last 20 trading days.</p><p><blockquote>美国交易所的成交量为 100.7 亿股,而过去 20 个交易日的平均成交量为 93.8 亿股。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. stocks close lower on worries over recovery, corporate tax hikes<blockquote>由于对经济复苏和企业增税的担忧,美国股市收盘走低</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-09-15 07:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p>NEW YORK (Reuters) - Wall Street lost ground on Tuesday as economic uncertainties and the increasing likelihood of a corporate tax rate hike dampened investor sentiment and prompted a broad sell-off despite signs of easing inflation.</p><p><blockquote>纽约(路透社) - 尽管有通胀放缓的迹象,但经济不确定性和企业税率上调的可能性不断增加抑制了投资者情绪,并引发了广泛的抛售,华尔街周二下跌。</blockquote></p><p> Optimism faded throughout the session, reversing an initial rally following the Labor Department’s consumer price index report. All three major U.S. stock indexes ended in negative territory in a reminder that September is a historically rough month for stocks.</p><p><blockquote>乐观情绪在整个交易日逐渐消退,扭转了劳工部发布消费者价格指数报告后最初的反弹势头。美国三大股指均以负值收盘,这提醒人们,9 月份是股市历史上最艰难的一个月。</blockquote></p><p> So far this month the S&P 500 is down nearly 1.8% even as the benchmark index has gained over 18% since the beginning of the year.</p><p><blockquote>本月到目前为止,标普500下跌了近1.8%,尽管基准指数自年初以来已上涨超过18%。</blockquote></p><p> “There is a possibility that the market is simply ready to go through an overdue correction,” said Sam Stovall, chief investment strategist at CFRA Research in New York. “From a seasonality perspective, September tends to be the window dressing period for fund managers.”</p><p><blockquote>“纽约 CFRA Research 首席投资策略师 Sam Stovall 说:”市场有可能只是准备好经历一场迟来的调整。“从季节性来看,9月份往往是基金经理的窗口期。”</blockquote></p><p> The advent of the highly contagious Delta COVID variant has driven an increase in bearish sentiment regarding the recovery from the global health crisis, and many now expect a substantial correction in stock markets by the end of the year.</p><p><blockquote>高度传染性的Delta COVID变种的出现推动了对全球健康危机复苏的看跌情绪的增加,许多人现在预计股市将在今年年底前大幅调整。</blockquote></p><p> “We’re still in a corrective mode that people have been calling for months,” said Paul Nolte, portfolio manager at Kingsview Asset Management in Chicago. “Economic data points have been missing estimates, and that has coincided with the rise in the Delta variant.”</p><p><blockquote>“芝加哥 Kingsview Asset Management 的投资组合经理保罗-诺尔特(Paul Nolte)说:”我们仍处于人们几个月来一直呼吁的纠正模式。“经济数据点一直低于预期,而这恰逢德尔塔变异毒株的上升”。</blockquote></p><p> The CPI report delivered a lower-than-consensus August reading, a deceleration that supports Federal Reserve Chairman Jerome Powell’s assertion that spiking inflation is transitory and calms market fears that the central bank will begin tightening monetary policy sooner than expected.</p><p><blockquote>CPI报告公布的8月份数据低于共识,这一放缓支持了美联储主席杰罗姆-鲍威尔(Jerome Powell)的断言,即通胀飙升是暂时的,并平息了市场对央行将比预期更早开始收紧货币政策的担忧。</blockquote></p><p> U.S. Treasury yields dropped on the data, which pressured financial stocks, and investor favor pivoted back to growth at the expense of value. [US/]</p><p><blockquote>数据显示,美国国债收益率下降,给金融股带来压力,投资者的青睐以牺牲价值为代价重新转向增长。[美国/]</blockquote></p><p> The long expected corporate tax hikes, to 26.5% from 21% if Democrats prevail, are coming nearer to fruition with U.S. President Joe Biden’s $3.5 trillion budget package inching closer to passage.</p><p><blockquote>随着美国总统乔-拜登(Joe Biden)的 3.5 万亿美元预算方案逐渐接近通过,人们期待已久的企业税上调幅度将从 21% 提高到 26.5%。</blockquote></p><p> The Dow Jones Industrial Average fell 292.06 points, or 0.84%, to 34,577.57; the S&P 500 lost 25.68 points, or 0.57%, at 4,443.05; and the Nasdaq Composite dropped 67.82 points, or 0.45%, to 15,037.76.</p><p><blockquote>道琼斯工业平均指数下跌292.06点,跌幅0.84%,报34,577.57点;标普500下跌25.68点,跌幅0.57%,报4,443.05点;纳斯达克综合指数下跌 67.82 点,跌幅 0.45%,至 15,037.76 点。</blockquote></p><p> All 11 major sectors in the S&P 500 ended the session red, with energy and financials suffering the largest percentage drops.</p><p><blockquote>标普500 11个主要板块全部收红,其中能源和金融板块跌幅最大。</blockquote></p><p> Apple Inc unveiled its iPhone 13 and added new features to its iPad and Apple Watch gadgets in its biggest product launch event of the year as the company faces increased scrutiny in the courts over its business practices. Its shares closed down 1.0% and were the heaviest drag on the S&P 500 and the Nasdaq.</p><p><blockquote>苹果公司在今年最大的产品发布会上推出了 iPhone 13,并为其 iPad 和苹果手表设备添加了新功能,因为该公司面临着法院对其商业行为日益严格的审查。其股价收盘下跌 1.0%,是标普500和纳斯达克最大的拖累。</blockquote></p><p> Intuit Inc gained 1.9% following the TurboTax maker’s announcement that it would acquire digital marketing company Mailchimp for $12 billion.</p><p><blockquote>Intuit Inc 上涨了 1.9%,此前这家涡轮税制造商宣布将以 120 亿美元收购数字营销公司 Mailchimp。</blockquote></p><p> CureVac slid 8.0% after the German biotechnology company canceled manufacturing deals for its experimental COVID-19 vaccine.</p><p><blockquote>德国生物技术公司 CureVac 取消其实验性 COVID-19 疫苗的生产交易后,股价下跌 8.0%。</blockquote></p><p> Declining issues outnumbered advancing ones on the NYSE by a 2.25-to-1 ratio; on Nasdaq, a 2.40-to-1 ratio favored decliners.</p><p><blockquote>纽约证券交易所下跌发行量与上涨发行量的比例为 2.25 比 1;在纳斯达克,2.40 比 1 的比率有利于下跌者。</blockquote></p><p> The S&P 500 posted two new 52-week highs and two new lows; the Nasdaq Composite recorded 50 new highs and 107 new lows.</p><p><blockquote>标普500创下两个52周新高和两个新低;纳斯达克综合指数创下50个新高和107个新低。</blockquote></p><p> Volume on U.S. exchanges was 10.07 billion shares, compared with the 9.38 billion average over the last 20 trading days.</p><p><blockquote>美国交易所的成交量为 100.7 亿股,而过去 20 个交易日的平均成交量为 93.8 亿股。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.reuters.com/article/usa-stocks/u-s-stocks-close-lower-on-worries-over-recovery-corporate-tax-hikes-idUSKBN2GA0W9\">Reuters</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.reuters.com/article/usa-stocks/u-s-stocks-close-lower-on-worries-over-recovery-corporate-tax-hikes-idUSKBN2GA0W9","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148341685","content_text":"NEW YORK (Reuters) - Wall Street lost ground on Tuesday as economic uncertainties and the increasing likelihood of a corporate tax rate hike dampened investor sentiment and prompted a broad sell-off despite signs of easing inflation.\nOptimism faded throughout the session, reversing an initial rally following the Labor Department’s consumer price index report. All three major U.S. stock indexes ended in negative territory in a reminder that September is a historically rough month for stocks.\nSo far this month the S&P 500 is down nearly 1.8% even as the benchmark index has gained over 18% since the beginning of the year.\n“There is a possibility that the market is simply ready to go through an overdue correction,” said Sam Stovall, chief investment strategist at CFRA Research in New York. “From a seasonality perspective, September tends to be the window dressing period for fund managers.”\nThe advent of the highly contagious Delta COVID variant has driven an increase in bearish sentiment regarding the recovery from the global health crisis, and many now expect a substantial correction in stock markets by the end of the year.\n“We’re still in a corrective mode that people have been calling for months,” said Paul Nolte, portfolio manager at Kingsview Asset Management in Chicago. “Economic data points have been missing estimates, and that has coincided with the rise in the Delta variant.”\nThe CPI report delivered a lower-than-consensus August reading, a deceleration that supports Federal Reserve Chairman Jerome Powell’s assertion that spiking inflation is transitory and calms market fears that the central bank will begin tightening monetary policy sooner than expected.\nU.S. Treasury yields dropped on the data, which pressured financial stocks, and investor favor pivoted back to growth at the expense of value. [US/]\nThe long expected corporate tax hikes, to 26.5% from 21% if Democrats prevail, are coming nearer to fruition with U.S. President Joe Biden’s $3.5 trillion budget package inching closer to passage.\nThe Dow Jones Industrial Average fell 292.06 points, or 0.84%, to 34,577.57; the S&P 500 lost 25.68 points, or 0.57%, at 4,443.05; and the Nasdaq Composite dropped 67.82 points, or 0.45%, to 15,037.76.\nAll 11 major sectors in the S&P 500 ended the session red, with energy and financials suffering the largest percentage drops.\nApple Inc unveiled its iPhone 13 and added new features to its iPad and Apple Watch gadgets in its biggest product launch event of the year as the company faces increased scrutiny in the courts over its business practices. Its shares closed down 1.0% and were the heaviest drag on the S&P 500 and the Nasdaq.\nIntuit Inc gained 1.9% following the TurboTax maker’s announcement that it would acquire digital marketing company Mailchimp for $12 billion.\nCureVac slid 8.0% after the German biotechnology company canceled manufacturing deals for its experimental COVID-19 vaccine.\nDeclining issues outnumbered advancing ones on the NYSE by a 2.25-to-1 ratio; on Nasdaq, a 2.40-to-1 ratio favored decliners.\nThe S&P 500 posted two new 52-week highs and two new lows; the Nasdaq Composite recorded 50 new highs and 107 new lows.\nVolume on U.S. exchanges was 10.07 billion shares, compared with the 9.38 billion average over the last 20 trading days.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":612,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185908422,"gmtCreate":1623629240766,"gmtModify":1634031072684,"author":{"id":"3584307768549747","authorId":"3584307768549747","name":"7cs","avatar":"https://static.tigerbbs.com/c280462a813e6bcb1d631a200079cef5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584307768549747","authorIdStr":"3584307768549747"},"themes":[],"title":"","htmlText":"Comment and like pls","listText":"Comment and like pls","text":"Comment and like 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pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/855589010","repostId":"2178234765","repostType":4,"isVote":1,"tweetType":1,"viewCount":787,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":859335206,"gmtCreate":1634654561191,"gmtModify":1634654561634,"author":{"id":"3584307768549747","authorId":"3584307768549747","name":"7cs","avatar":"https://static.tigerbbs.com/c280462a813e6bcb1d631a200079cef5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584307768549747","authorIdStr":"3584307768549747"},"themes":[],"title":"","htmlText":"Ilke","listText":"Ilke","text":"Ilke","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/859335206","repostId":"1159962132","repostType":4,"repost":{"id":"1159962132","kind":"news","pubTimestamp":1634653092,"share":"https://www.laohunote.com/m/news/1159962132?lang=zh_CN&edition=full","pubTime":"2021-10-19 22:18","market":"us","language":"en","title":"Shipping industry faces ESG heat from lenders<blockquote>航运业面临贷款人的 ESG 压力</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1159962132","media":"Reuters","summary":"Banks are demanding much stricter environmental criteria when financing shipping companies as invest","content":"<p>Banks are demanding much stricter environmental criteria when financing shipping companies as investor pressure grows on the sector to accelerate going greener, according to Boston Consulting Group (BCG).</p><p><blockquote>波士顿咨询集团 (BCG) 表示,随着投资者对航运公司加快环保步伐的压力越来越大,银行在为航运公司融资时要求更严格的环境标准。</blockquote></p><p> Shipping, which transports about 90% of world trade, accounts for nearly 3% of the world's CO2 emissions and BCG forecast the industry will need $2.4 trillion to achieve net-zero emissions by 2050.</p><p><blockquote>航运业运输了约 90% 的世界贸易,占全球二氧化碳排放量的近 3%,BCG 预测,到 2050 年,该行业将需要 2.4 万亿美元才能实现净零排放。</blockquote></p><p> \"ESG-driven requests are already prompting more action from banks. Shipping is already feeling it and they (shipping companies) are under pressure now,\" said Peter Jameson, partner with BCG, which are consultants for the COP26 UN climate summit that starts on Oct. 31.</p><p><blockquote>“ESG 驱动的要求已经促使银行采取更多行动。航运业已经感受到了这一点,他们(航运公司)现在面临着压力,”波士顿咨询公司 (BCG) 合伙人彼得·詹姆森 (Peter Jameson) 表示。波士顿咨询公司是 COP26 联合国气候峰会将于 10 月 31 日开始。</blockquote></p><p> Standard Chartered has already provided loans linked to sustainability targets for drilling group Odfjell and the shipping division of Oman's Asyad Group, the bank has said.</p><p><blockquote>渣打银行表示,该银行已经为 Odfjell 钻井集团和阿曼 Asyad 集团的航运部门提供了与可持续发展目标相关的贷款。</blockquote></p><p> \"When looking at lending on new assets, banks are going to create a bigger conduit for CO2 reductions through their policies,\" Jameson told Reuters.</p><p><blockquote>詹姆森告诉路透社:“在考虑新资产贷款时,银行将通过其政策为二氧化碳减排创造一个更大的渠道。”</blockquote></p><p> \"The banks are also seeing insurance companies feeling shareholder pressure and this is also causing big pension funds to reassess.\"</p><p><blockquote>“银行还看到保险公司感受到股东压力,这也导致大型养老基金重新评估。”</blockquote></p><p> Leading shipping financiers currently provide close to $300 billion of lending to the industry annually, analysts estimate.</p><p><blockquote>分析师估计,领先的航运金融家目前每年向该行业提供近 3000 亿美元的贷款。</blockquote></p><p> Of the $2.4 trillion that BCG estimates will be needed to achieve net-zero emissions by 2050, Jameson said $500 billion would be required between now and 2030 with the remaining $1.9 trillion between 2030-2050.</p><p><blockquote>BCG估计,到2050年实现净零排放需要2.4万亿美元,詹姆森说,从现在到2030年需要5000亿美元,剩余的1.9万亿美元在2030年到2050年之间。</blockquote></p><p> The bulk of the total amount – around $1.7 trillion – would go towards developing future fuels.</p><p><blockquote>总额中的大部分——约1.7万亿美元——将用于开发未来的燃料。</blockquote></p><p> \"Funding sources are already becoming available, yet plenty more are still required,\" Jameson said.</p><p><blockquote>詹姆森说:“资金来源已经可用,但仍然需要更多。”</blockquote></p><p> ESG-related assets under management are estimated to represent up to 80% of total lending to shipping by 2030, BCG said.</p><p><blockquote>BCG 表示,到 2030 年,管理的 ESG 相关资产预计将占航运贷款总额的 80%。</blockquote></p><p> UN shipping agency the International Maritime Organization (IMO) has said it aims to reduce overall greenhouse gas (GHG) emissions from ships by 50% from 2008 levels by 2050, but industry groups are calling for more progress from governments.</p><p><blockquote>联合国航运机构国际海事组织 (IMO) 表示,其目标是到 2050 年将船舶温室气体 (GHG) 总体排放量在 2008 年的基础上减少 50%,但行业组织呼吁各国政府取得更多进展。</blockquote></p><p> \"The risks to balance sheets will start to force more questions being asked to the IMO,\" said Ulrik Sanders, managing director at BCG, adding that this would \"prompt more action towards decarbonisation\".</p><p><blockquote>波士顿咨询公司董事总经理乌尔里克·桑德斯表示:“资产负债表风险将开始迫使国际海事组织提出更多问题。”他补充说,这将“促使采取更多脱碳行动”。</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>Shipping industry faces ESG heat from lenders<blockquote>航运业面临贷款人的 ESG 压力</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; 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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\">\nShipping industry faces ESG heat from lenders<blockquote>航运业面临贷款人的 ESG 压力</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-10-19 22:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Banks are demanding much stricter environmental criteria when financing shipping companies as investor pressure grows on the sector to accelerate going greener, according to Boston Consulting Group (BCG).</p><p><blockquote>波士顿咨询集团 (BCG) 表示,随着投资者对航运公司加快环保步伐的压力越来越大,银行在为航运公司融资时要求更严格的环境标准。</blockquote></p><p> Shipping, which transports about 90% of world trade, accounts for nearly 3% of the world's CO2 emissions and BCG forecast the industry will need $2.4 trillion to achieve net-zero emissions by 2050.</p><p><blockquote>航运业运输了约 90% 的世界贸易,占全球二氧化碳排放量的近 3%,BCG 预测,到 2050 年,该行业将需要 2.4 万亿美元才能实现净零排放。</blockquote></p><p> \"ESG-driven requests are already prompting more action from banks. Shipping is already feeling it and they (shipping companies) are under pressure now,\" said Peter Jameson, partner with BCG, which are consultants for the COP26 UN climate summit that starts on Oct. 31.</p><p><blockquote>“ESG 驱动的要求已经促使银行采取更多行动。航运业已经感受到了这一点,他们(航运公司)现在面临着压力,”波士顿咨询公司 (BCG) 合伙人彼得·詹姆森 (Peter Jameson) 表示。波士顿咨询公司是 COP26 联合国气候峰会将于 10 月 31 日开始。</blockquote></p><p> Standard Chartered has already provided loans linked to sustainability targets for drilling group Odfjell and the shipping division of Oman's Asyad Group, the bank has said.</p><p><blockquote>渣打银行表示,该银行已经为 Odfjell 钻井集团和阿曼 Asyad 集团的航运部门提供了与可持续发展目标相关的贷款。</blockquote></p><p> \"When looking at lending on new assets, banks are going to create a bigger conduit for CO2 reductions through their policies,\" Jameson told Reuters.</p><p><blockquote>詹姆森告诉路透社:“在考虑新资产贷款时,银行将通过其政策为二氧化碳减排创造一个更大的渠道。”</blockquote></p><p> \"The banks are also seeing insurance companies feeling shareholder pressure and this is also causing big pension funds to reassess.\"</p><p><blockquote>“银行还看到保险公司感受到股东压力,这也导致大型养老基金重新评估。”</blockquote></p><p> Leading shipping financiers currently provide close to $300 billion of lending to the industry annually, analysts estimate.</p><p><blockquote>分析师估计,领先的航运金融家目前每年向该行业提供近 3000 亿美元的贷款。</blockquote></p><p> Of the $2.4 trillion that BCG estimates will be needed to achieve net-zero emissions by 2050, Jameson said $500 billion would be required between now and 2030 with the remaining $1.9 trillion between 2030-2050.</p><p><blockquote>BCG估计,到2050年实现净零排放需要2.4万亿美元,詹姆森说,从现在到2030年需要5000亿美元,剩余的1.9万亿美元在2030年到2050年之间。</blockquote></p><p> The bulk of the total amount – around $1.7 trillion – would go towards developing future fuels.</p><p><blockquote>总额中的大部分——约1.7万亿美元——将用于开发未来的燃料。</blockquote></p><p> \"Funding sources are already becoming available, yet plenty more are still required,\" Jameson said.</p><p><blockquote>詹姆森说:“资金来源已经可用,但仍然需要更多。”</blockquote></p><p> ESG-related assets under management are estimated to represent up to 80% of total lending to shipping by 2030, BCG said.</p><p><blockquote>BCG 表示,到 2030 年,管理的 ESG 相关资产预计将占航运贷款总额的 80%。</blockquote></p><p> UN shipping agency the International Maritime Organization (IMO) has said it aims to reduce overall greenhouse gas (GHG) emissions from ships by 50% from 2008 levels by 2050, but industry groups are calling for more progress from governments.</p><p><blockquote>联合国航运机构国际海事组织 (IMO) 表示,其目标是到 2050 年将船舶温室气体 (GHG) 总体排放量在 2008 年的基础上减少 50%,但行业组织呼吁各国政府取得更多进展。</blockquote></p><p> \"The risks to balance sheets will start to force more questions being asked to the IMO,\" said Ulrik Sanders, managing director at BCG, adding that this would \"prompt more action towards decarbonisation\".</p><p><blockquote>波士顿咨询公司董事总经理乌尔里克·桑德斯表示:“资产负债表风险将开始迫使国际海事组织提出更多问题。”他补充说,这将“促使采取更多脱碳行动”。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://finance.yahoo.com/news/shipping-industry-faces-esg-heat-134312688.html\">Reuters</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/shipping-industry-faces-esg-heat-134312688.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159962132","content_text":"Banks are demanding much stricter environmental criteria when financing shipping companies as investor pressure grows on the sector to accelerate going greener, according to Boston Consulting Group (BCG).\nShipping, which transports about 90% of world trade, accounts for nearly 3% of the world's CO2 emissions and BCG forecast the industry will need $2.4 trillion to achieve net-zero emissions by 2050.\n\"ESG-driven requests are already prompting more action from banks. Shipping is already feeling it and they (shipping companies) are under pressure now,\" said Peter Jameson, partner with BCG, which are consultants for the COP26 UN climate summit that starts on Oct. 31.\nStandard Chartered has already provided loans linked to sustainability targets for drilling group Odfjell and the shipping division of Oman's Asyad Group, the bank has said.\n\"When looking at lending on new assets, banks are going to create a bigger conduit for CO2 reductions through their policies,\" Jameson told Reuters.\n\"The banks are also seeing insurance companies feeling shareholder pressure and this is also causing big pension funds to reassess.\"\nLeading shipping financiers currently provide close to $300 billion of lending to the industry annually, analysts estimate.\nOf the $2.4 trillion that BCG estimates will be needed to achieve net-zero emissions by 2050, Jameson said $500 billion would be required between now and 2030 with the remaining $1.9 trillion between 2030-2050.\nThe bulk of the total amount – around $1.7 trillion – would go towards developing future fuels.\n\"Funding sources are already becoming available, yet plenty more are still required,\" Jameson said.\nESG-related assets under management are estimated to represent up to 80% of total lending to shipping by 2030, BCG said.\nUN shipping agency the International Maritime Organization (IMO) has said it aims to reduce overall greenhouse gas (GHG) emissions from ships by 50% from 2008 levels by 2050, but industry groups are calling for more progress from governments.\n\"The risks to balance sheets will start to force more questions being asked to the IMO,\" said Ulrik Sanders, managing director at BCG, adding that this would \"prompt more action towards decarbonisation\".","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":868092106,"gmtCreate":1632546281105,"gmtModify":1632799194417,"author":{"id":"3584307768549747","authorId":"3584307768549747","name":"7cs","avatar":"https://static.tigerbbs.com/c280462a813e6bcb1d631a200079cef5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584307768549747","authorIdStr":"3584307768549747"},"themes":[],"title":"","htmlText":"like pls","listText":"like pls","text":"like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/868092106","repostId":"2170619785","repostType":4,"isVote":1,"tweetType":1,"viewCount":528,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":894656810,"gmtCreate":1628823835030,"gmtModify":1631893463199,"author":{"id":"3584307768549747","authorId":"3584307768549747","name":"7cs","avatar":"https://static.tigerbbs.com/c280462a813e6bcb1d631a200079cef5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584307768549747","authorIdStr":"3584307768549747"},"themes":[],"title":"","htmlText":"like and comments pls","listText":"like and comments pls","text":"like and comments pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/894656810","repostId":"1188620903","repostType":4,"isVote":1,"tweetType":1,"viewCount":604,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891491468,"gmtCreate":1628407417554,"gmtModify":1631893463203,"author":{"id":"3584307768549747","authorId":"3584307768549747","name":"7cs","avatar":"https://static.tigerbbs.com/c280462a813e6bcb1d631a200079cef5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584307768549747","authorIdStr":"3584307768549747"},"themes":[],"title":"","htmlText":"like pls","listText":"like pls","text":"like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/891491468","repostId":"1180529438","repostType":4,"repost":{"id":"1180529438","kind":"news","pubTimestamp":1628386129,"share":"https://www.laohunote.com/m/news/1180529438?lang=zh_CN&edition=full","pubTime":"2021-08-08 09:28","market":"us","language":"en","title":"SEC Moves First DeFi Unregistered Securities Lawsuit<blockquote>SEC 提起首例 DeFi 未注册证券诉讼</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1180529438","media":"Benzinga","summary":"The United States Securities and Exchange Commission sued the organization responsible for the development of a decentralized finance protocol over activities involved with the project for the first time.What Happened: According to a Friday SEC announcement, the agency has sued Cayman Islands-based Blockchain Credit Partners and two of its top executives over allegedly selling unregistered securities through its DeFi Money Market platform from February 2020 to February 2021. The firm purported","content":"<p><div> The United States Securities and Exchange Commission (SEC) sued the organization responsible for the development of a decentralized finance (DeFi) protocol over activities involved with the project ...</p><p><blockquote><div>美国证券交易委员会(SEC)就该项目涉及的活动起诉了负责开发去中心化金融(DeFi)协议的组织……</div></blockquote></p><p> <a href=\"https://www.benzinga.com/markets/cryptocurrency/21/08/22378359/sec-moves-first-defi-unregistered-securities-lawsuit\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/markets/cryptocurrency/21/08/22378359/sec-moves-first-defi-unregistered-securities-lawsuit\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SEC Moves First DeFi Unregistered Securities Lawsuit<blockquote>SEC 提起首例 DeFi 未注册证券诉讼</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\">\nSEC Moves First DeFi Unregistered Securities Lawsuit<blockquote>SEC 提起首例 DeFi 未注册证券诉讼</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-08-08 09:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> The United States Securities and Exchange Commission (SEC) sued the organization responsible for the development of a decentralized finance (DeFi) protocol over activities involved with the project ...</p><p><blockquote><div>美国证券交易委员会(SEC)就该项目涉及的活动起诉了负责开发去中心化金融(DeFi)协议的组织……</div></blockquote></p><p> <a href=\"https://www.benzinga.com/markets/cryptocurrency/21/08/22378359/sec-moves-first-defi-unregistered-securities-lawsuit\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/markets/cryptocurrency/21/08/22378359/sec-moves-first-defi-unregistered-securities-lawsuit\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.benzinga.com/markets/cryptocurrency/21/08/22378359/sec-moves-first-defi-unregistered-securities-lawsuit\">Benzinga</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc."},"source_url":"https://www.benzinga.com/markets/cryptocurrency/21/08/22378359/sec-moves-first-defi-unregistered-securities-lawsuit","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180529438","content_text":"The United States Securities and Exchange Commission (SEC) sued the organization responsible for the development of a decentralized finance (DeFi) protocol over activities involved with the project for the first time.\nWhat Happened: According to a Friday SEC announcement, the agency has sued Cayman Islands-based Blockchain Credit Partners and two of its top executives over allegedly selling unregistered securities through its DeFi Money Market platform from February 2020 to February 2021. The firm purportedly sold over $30 million worth of two types of tokens that the SEC deemed to be securities that should have been registered as such.\nThe SEC notes that Blockchain Credit Partners founders Gregory Keough and Derek Acree will have to pay fines of $125,000 while the company itself also agreed to pay $12.8 million in disgorgement. The settlement does not indicate an admition or denial the accusations.\nNew Game, Old Rules?\nSEC Enforcement Director Gurbir Grewal explained that \"full and honest disclosure remains the cornerstone of our securities laws — no matter what technologies are used to offer and sell those securities.\" This comment makes it very clear that slapping the DeFi label on a project and hoping to avoid regulation this way works no better than calling it a \"utility token\" prevented falling under the SEC's scrutiny during 2017's initial coin offering craze.\nThe SEC is trying to send the clear rule that the new kind of financial organizations that operate on blockchains have to still play by the old rules that govern traditional finance. At the same time, market onlookers are not sure if the regulator is actually right.\nIn a way, it is a tour de force where the regulator wins every time it has a way to take enforcement action, but these new organizations potentially have a very real way to make enforcement impossible — or at the very least impractical. The only protection against enforcement by the SEC and other regulators is decentralization and the only reason why the SEC was able to act in this case is that a centralized organization such as Blockchain Credit Partners exists.\nWhat's Next:If no company exists and all that there is to a DeFi protocol is a set of smart contracts deployed on a blockchain by a group of anonymous developers scattered around the world there is very little that the SEC can do short of attacking the blockchain itself. This is where the decentralization of the underlying blockchain comes into play: will the regulators for instance be able to force Ethereum's (CRYPTO: ETH) core development team to write an update stopping such a project?\nIf the regulators would actually be able to force the blockchain's developers to write such an update, would node operators and miners or stakers adopt this software or would they refuse to? Such situations will be the real test of the decentralization and reliability of any blockchain that many are waiting to happen. Regulators are seeing power slipping away between their fingers like sand, and they are going to try to grab it.","news_type":1,"symbols_score_info":{"COIN":0.9}},"isVote":1,"tweetType":1,"viewCount":471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890119165,"gmtCreate":1628086479157,"gmtModify":1633753724396,"author":{"id":"3584307768549747","authorId":"3584307768549747","name":"7cs","avatar":"https://static.tigerbbs.com/c280462a813e6bcb1d631a200079cef5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584307768549747","authorIdStr":"3584307768549747"},"themes":[],"title":"","htmlText":"like pls","listText":"like pls","text":"like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/890119165","repostId":"2156060681","repostType":4,"isVote":1,"tweetType":1,"viewCount":622,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}