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2021-09-01

Blackberry

It’s no exaggeration to say that BlackBerry (NYSE:BB) is a completely different company than it was in the first decade of the 2000s. Prior to the Great Recession, it felt as if BB stock would just keep going up forever.Source: Shutterstock$BlackBerry(BB)$

2021-07-06

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2021-07-09

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2021-06-15

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2021-06-14

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2021-08-02

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Apple Maintains Its Dominance Of Global Tablet Market But Amazon, Samsung Are Seeing Faster Growth<blockquote>苹果保持全球平板电脑市场主导地位，但亚马逊、三星增长更快</blockquote>

2021-06-25

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2021-08-24

好

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2021-06-30

Tttty

Housing Prices Are Going Up. Must They Crash?<blockquote>房价在上涨。他们一定要崩溃吗？</blockquote>

2021-06-24

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2021-06-20

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2021-06-14

Response

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2021-08-05

Good

Toplines After Hours US Market on Wednesday<blockquote>周三美国市场盘后顶线</blockquote>

2021-07-06

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2021-06-13

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2021-07-04

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2021-06-30

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2021-06-18

Up

Alibaba Stock: The Bottoming Process Looks To Be Forming Already<blockquote>阿里巴巴-SW股票：触底过程似乎已经形成</blockquote>

2021-06-17

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2021-06-15

Moon

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It includes $110 billion for roads, bridges and other projects, as well as $66 billion","content":"<p>What assets are set to score a boost after the U.S. Senate passed a roughly $1 trillion infrastructure package with broad bipartisan support Tuesday, putting it on track to possibly be passed by the House and be signed into law by President Joe Biden?</p><p><blockquote>继美国之后，哪些资产将获得提振。参议院星期二在两党的广泛支持下通过了一项大约1万亿美元的基础设施计划，使该计划有望在众议院获得通过，并由总统乔·拜登签署成为法律？</blockquote></p><p> Thebill reauthorizes spendingon existing federal public-works programs and pours a fresh $550 billion into water projects, the electrical grid and safety efforts. It includes $110 billion for roads, bridges and other projects, as well as $66 billion for rail, $65 billion for broadband internet and $55 billion for water systems.</p><p><blockquote>该法案重新授权现有联邦公共工程项目的支出，并向水利项目、电网和安全工作注入新的5500亿美元。其中包括1100亿美元用于道路、桥梁和其他项目，以及660亿美元用于铁路、650亿美元用于宽带互联网和550亿美元用于供水系统。</blockquote></p><p> Some analysts say that much of the bill’s positive impact on the economy have already been priced into financial markets but it is possible that a further fillip for stocks could be enjoyed, especially as worries linger about the potential for the delta variant of COVID-19 to stymie aspects of the economic recovery from the deadly pandemic.</p><p><blockquote>一些分析师表示，该法案对经济的大部分积极影响已经反映在金融市场中，但股市可能会受到进一步刺激，特别是在人们对COVID-19德尔塔变异毒株潜力的担忧挥之不去的情况下。19阻碍了经济从致命大流行中复苏的各个方面。</blockquote></p><p> “The passage of the&nbsp;infrastructure&nbsp;bill is a nice headline but unlikely to be a big market mover at this point,” wrote Brian Price, head of investment management at Commonwealth Financial Network in emailed remarks.</p><p><blockquote>联邦金融网络投资管理主管布莱恩·普莱斯在电子邮件中写道：“基础设施法案的通过是一个不错的头条新闻，但目前不太可能对市场产生重大影响。”</blockquote></p><p> “I think a lot of the enthusiasm has been priced in over the past few weeks and investors are focused on other factors at this point,” he said, perhaps, referring to investors’ current fixation over the likelihood that the Federal Reserve will taper its monthly purchases of $120 billion in Treasurys and mortgage-backed securities, which had helped to stabilize the market during the height the pandemic back in March and April of 2020.</p><p><blockquote>他表示：“我认为过去几周的热情已经被消化了，投资者目前正在关注其他因素。”他可能指的是投资者目前对美联储缩减购债规模的可能性的关注。每月购买1200亿美元的美国国债和抵押贷款支持证券，这有助于在2020年3月和4月疫情最严重期间稳定市场。</blockquote></p><p> Still, the stock market was headed higher on Tuesday, with the Dow Jones Industrial AverageDJIA,+0.46%and S&amp;P 500SPX,+0.10%at or near all-time closing highs, after the bill’s passage in the Upper chamber, with a 69-to-30 vote, with 19 Republicans also joining the Democratic yeas, The Wall Street Journal reported.</p><p><blockquote>尽管如此，该法案在上议院以69票通过后，周二股市仍走高，道琼斯工业平均指数DJIA上涨0.46%，标准普尔500SPX上涨0.10%，达到或接近历史收盘高点。据《华尔街日报》报道，投票结果为-30，19名共和党人也加入了民主党。</blockquote></p><p> A popular exchange-traded fund that offers exposure to stocks that would benefit from an infrastructure bill, the <a href=\"https://laohu8.com/S/EFFE\">Global X</a> U.S. Infrastructure Development ETFPAVE,+2.19%,was up 2.2% on Tuesday and has climbed 4.7% within the past 30 days, FactSet data show.<img src=\"https://static.tigerbbs.com/d21f2ed025a84fdc2840732cbf4dff62\" tg-width=\"825\" tg-height=\"525\" referrerpolicy=\"no-referrer\">Pave the way higher?The 'PAVE' ETF has been rising over the past 30 daysGlobal X US Infrastructure Development ETFSource: FactSetAs of Aug. 10, 4 p.m. ETJune 2021Aug.24.525.025.526.026.527.0$27.5</p><p><blockquote>这是一只受欢迎的交易所交易基金，提供受益于基础设施法案的股票投资，<a href=\"https://laohu8.com/S/EFFE\">全球X</a>FactSet数据显示，美国基础设施开发ETFPAVE，+2.19%，周二上涨2.2%，过去30天内上涨4.7%。铺路更高？“PAVE”ETF在过去30天内一直在上涨Global X美国基础设施开发ETF资料来源：FactSetAs截至8月10日下午4点ET2021年6月24.525.025.526.026.527.0$27.5</blockquote></p><p> PAVE, referring to the infrastructure ETFs ticker symbol is up 28% so far in 2021, compared with year-to-date gains of around 15% for the S&amp;P 500 and the Dow.</p><p><blockquote>PAVE（指基础设施ETF股票代码）2021年迄今已上涨28%，而标普500和道琼斯指数今年迄今的涨幅约为15%。</blockquote></p><p> PAVE holds 100 stocks, from small-cap to large-cap companies, that derive at least 50% of revenue from infrastructure construction, materials and equipment supply and related services in the U.S.</p><p><blockquote>PAVE持有100只股票，从小盘股到大盘股公司，这些公司至少50%的收入来自美国的基础设施建设、材料和设备供应以及相关服务。</blockquote></p><p> Similarly, the <a href=\"https://laohu8.com/S/IFRA\">iShares U.S. Infrastructure ETF</a>IFRA,+1.45%,another way to play infrastructure, rose 1.3% on Tuesday and is up nearly 22% in the first eight months of the year. The iShares ETF also includes 20 electric utilities and four water utilities, and for that reason isn’t always viewed as a pure-play infrastructure fund.</p><p><blockquote>同样，<a href=\"https://laohu8.com/S/IFRA\">iShares美国基础设施ETF</a>IFRA，+1.45%，基础设施的另一种玩法，周二上涨1.3%，今年前八个月上涨近22%。iShares ETF还包括20家电力公司和4家水务公司，因此并不总是被视为纯粹的基础设施基金。</blockquote></p><p> The Industrial <a href=\"https://laohu8.com/S/SLCT\">Select</a> Sector SPDR ETFXLI,+1.02%,which tracks the S&amp;P 500’s industrial sector, was up 1% on Tuesday and has gained nearly 18% in the year so far.</p><p><blockquote>工业<a href=\"https://laohu8.com/S/SLCT\">选择</a>追踪标普500工业板块的SPDR ETFXLI,+1.02%周二上涨1%，今年迄今已上涨近18%。</blockquote></p><p> Back in the spring MarketWatch’s Philip van Doorn wrote that there are about 20 companies that are included in PAVE that might have the most upsidepotential for investors. Those include <a href=\"https://laohu8.com/S/TISI\">Team</a> Inc., which was up 4.4% on Tuesday but has declined 56% in the year to date and <a href=\"https://laohu8.com/S/PRIM\">Primoris</a>, which was up 2.9% on the day but down 3.6% so far this year.</p><p><blockquote>早在春季，MarketWatch的Philip van Doorn就写道，PAVE中约有20家公司可能对投资者来说最具上涨潜力。这些包括<a href=\"https://laohu8.com/S/TISI\">团队</a>Inc.周二上涨4.4%，但今年迄今已下跌56%<a href=\"https://laohu8.com/S/PRIM\">普里莫里斯</a>，当日上涨2.9%，但今年迄今下跌3.6%。</blockquote></p><p></p><p> <table>  <tbody>   <tr>    <td><b>Company names</b></td>    <td><b>YTD % return</b></td>   </tr>   <tr>    <td>Team Inc.TISI,+4.37%</td>    <td>-56.83</td>   </tr>   <tr>    <td>Primoris Services Corp.PRIM,+2.90%</td>    <td>-3.6%</td>   </tr>   <tr>    <td><a href=\"https://laohu8.com/S/CMCO\">Columbus McKinnon</a> Corp.CMCO,+2.03%</td>    <td>17.6%</td>   </tr>   <tr>    <td><a href=\"https://laohu8.com/S/BLDR\">Builders FirstSource</a> Inc.BLDR,+2.72%</td>    <td>19.6%</td>   </tr>   <tr>    <td><a href=\"https://laohu8.com/S/WMS\">Advanced Drainage</a> Systems Inc.WMS,+1.89%</td>    <td>40%</td>   </tr>   <tr>    <td><a href=\"https://laohu8.com/S/AIMCV\">Altra Industrial Motion Corp.</a>AIMC,+3.15%</td>    <td>10.5%</td>   </tr>   <tr>    <td><a href=\"https://laohu8.com/S/DY\">Dycom</a> IndustriesDY,-0.96%</td>    <td>-5.7%</td>   </tr>   <tr>    <td>Cleveland-Cliffs Inc.CLF,+5.05%</td>    <td>78.7%</td>   </tr>   <tr>    <td><a href=\"https://laohu8.com/S/RXN\">Rexnord</a> Corp.RXN,+1.91%</td>    <td>51%</td>   </tr>   <tr>    <td><a href=\"https://laohu8.com/S/HRI\">Herc</a> Holdings Inc.HRI,+2.28%</td>    <td>90%</td>   </tr>  </tbody> </table> Overall, the investment in infrastructure is the biggest investment in roads, bridges and tunnels and other areas of America’s inner workings in a generation.</p><p><blockquote><table><tbody><tr><td><b>公司名称</b></td><td><b>年初至今回报率百分比</b></td></tr><tr><td>Team Inc.TISI,+4.37%</td><td>-56.83</td></tr><tr><td>Primoris Services Corp.PRIM,+2.90%</td><td>-3.6%</td></tr><tr><td><a href=\"https://laohu8.com/S/CMCO\">哥伦布·麦金农</a>CMCO公司，+2.03%</td><td>17.6%</td></tr><tr><td><a href=\"https://laohu8.com/S/BLDR\">建筑商FirstSource</a>Inc.BLDR,+2.72%</td><td>19.6%</td></tr><tr><td><a href=\"https://laohu8.com/S/WMS\">高级排水</a>系统公司WMS,+1.89%</td><td>40%</td></tr><tr><td><a href=\"https://laohu8.com/S/AIMCV\">阿尔特拉工业运动公司。</a>AIMC,+3.15%</td><td>10.5%</td></tr><tr><td><a href=\"https://laohu8.com/S/DY\">Dycom</a>工业DY,-0.96%</td><td>-5.7%</td></tr><tr><td>克利夫兰克利夫斯公司CLF,+5.05%</td><td>78.7%</td></tr><tr><td><a href=\"https://laohu8.com/S/RXN\">雷克斯诺德</a>公司RXN,+1.91%</td><td>51%</td></tr><tr><td><a href=\"https://laohu8.com/S/HRI\">Herc</a>控股公司HRI,+2.28%</td><td>90%</td></tr></tbody></table>总体而言，基础设施投资是一代人以来对道路、桥梁和隧道以及美国内部运作其他领域的最大投资。</blockquote></p><p> Edward Moya, analyst at Oanda, said that the infrastructure package, should it get quickly passed by the House, is very constructive in “driving the cyclical trade,” particularly as there have been concerns about the delta variant of COVID.</p><p><blockquote>Oanda分析师Edward Moya表示，如果众议院迅速通过基础设施一揽子计划，对于“推动周期性贸易”非常有建设性，特别是在人们担心新冠疫情的德尔塔变异毒株的情况下。</blockquote></p><p> “Spending will take a few years to ramp up and will in any case be spread over the rest of the decade,” said Michael Pearce, senior U.S. economist at Capital Economics, in a recent note.</p><p><blockquote>凯投宏观(Capital Economics)美国高级经济学家迈克尔·皮尔斯(Michael Pearce)在最近的一份报告中表示：“支出将需要几年时间才能增加，而且无论如何都将分散到这十年的剩余时间里。”</blockquote></p><p></p>","source":"lsy1604288433698","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What stocks and sectors will benefit from the infrastructure bill?<blockquote>哪些股票和板块将从基建法案中受益？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat stocks and sectors will benefit from the infrastructure bill?<blockquote>哪些股票和板块将从基建法案中受益？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Market Wacth</strong><span class=\"h-time small\">2021-08-11 11:14</span>\n</p>\n</h4>\n</header>\n<article>\n<p>What assets are set to score a boost after the U.S. Senate passed a roughly $1 trillion infrastructure package with broad bipartisan support Tuesday, putting it on track to possibly be passed by the House and be signed into law by President Joe Biden?</p><p><blockquote>继美国之后，哪些资产将获得提振。参议院星期二在两党的广泛支持下通过了一项大约1万亿美元的基础设施计划，使该计划有望在众议院获得通过，并由总统乔·拜登签署成为法律？</blockquote></p><p> Thebill reauthorizes spendingon existing federal public-works programs and pours a fresh $550 billion into water projects, the electrical grid and safety efforts. It includes $110 billion for roads, bridges and other projects, as well as $66 billion for rail, $65 billion for broadband internet and $55 billion for water systems.</p><p><blockquote>该法案重新授权现有联邦公共工程项目的支出，并向水利项目、电网和安全工作注入新的5500亿美元。其中包括1100亿美元用于道路、桥梁和其他项目，以及660亿美元用于铁路、650亿美元用于宽带互联网和550亿美元用于供水系统。</blockquote></p><p> Some analysts say that much of the bill’s positive impact on the economy have already been priced into financial markets but it is possible that a further fillip for stocks could be enjoyed, especially as worries linger about the potential for the delta variant of COVID-19 to stymie aspects of the economic recovery from the deadly pandemic.</p><p><blockquote>一些分析师表示，该法案对经济的大部分积极影响已经反映在金融市场中，但股市可能会受到进一步刺激，特别是在人们对COVID-19德尔塔变异毒株潜力的担忧挥之不去的情况下。19阻碍了经济从致命大流行中复苏的各个方面。</blockquote></p><p> “The passage of the&nbsp;infrastructure&nbsp;bill is a nice headline but unlikely to be a big market mover at this point,” wrote Brian Price, head of investment management at Commonwealth Financial Network in emailed remarks.</p><p><blockquote>联邦金融网络投资管理主管布莱恩·普莱斯在电子邮件中写道：“基础设施法案的通过是一个不错的头条新闻，但目前不太可能对市场产生重大影响。”</blockquote></p><p> “I think a lot of the enthusiasm has been priced in over the past few weeks and investors are focused on other factors at this point,” he said, perhaps, referring to investors’ current fixation over the likelihood that the Federal Reserve will taper its monthly purchases of $120 billion in Treasurys and mortgage-backed securities, which had helped to stabilize the market during the height the pandemic back in March and April of 2020.</p><p><blockquote>他表示：“我认为过去几周的热情已经被消化了，投资者目前正在关注其他因素。”他可能指的是投资者目前对美联储缩减购债规模的可能性的关注。每月购买1200亿美元的美国国债和抵押贷款支持证券，这有助于在2020年3月和4月疫情最严重期间稳定市场。</blockquote></p><p> Still, the stock market was headed higher on Tuesday, with the Dow Jones Industrial AverageDJIA,+0.46%and S&amp;P 500SPX,+0.10%at or near all-time closing highs, after the bill’s passage in the Upper chamber, with a 69-to-30 vote, with 19 Republicans also joining the Democratic yeas, The Wall Street Journal reported.</p><p><blockquote>尽管如此，该法案在上议院以69票通过后，周二股市仍走高，道琼斯工业平均指数DJIA上涨0.46%，标准普尔500SPX上涨0.10%，达到或接近历史收盘高点。据《华尔街日报》报道，投票结果为-30，19名共和党人也加入了民主党。</blockquote></p><p> A popular exchange-traded fund that offers exposure to stocks that would benefit from an infrastructure bill, the <a href=\"https://laohu8.com/S/EFFE\">Global X</a> U.S. Infrastructure Development ETFPAVE,+2.19%,was up 2.2% on Tuesday and has climbed 4.7% within the past 30 days, FactSet data show.<img src=\"https://static.tigerbbs.com/d21f2ed025a84fdc2840732cbf4dff62\" tg-width=\"825\" tg-height=\"525\" referrerpolicy=\"no-referrer\">Pave the way higher?The 'PAVE' ETF has been rising over the past 30 daysGlobal X US Infrastructure Development ETFSource: FactSetAs of Aug. 10, 4 p.m. ETJune 2021Aug.24.525.025.526.026.527.0$27.5</p><p><blockquote>这是一只受欢迎的交易所交易基金，提供受益于基础设施法案的股票投资，<a href=\"https://laohu8.com/S/EFFE\">全球X</a>FactSet数据显示，美国基础设施开发ETFPAVE，+2.19%，周二上涨2.2%，过去30天内上涨4.7%。铺路更高？“PAVE”ETF在过去30天内一直在上涨Global X美国基础设施开发ETF资料来源：FactSetAs截至8月10日下午4点ET2021年6月24.525.025.526.026.527.0$27.5</blockquote></p><p> PAVE, referring to the infrastructure ETFs ticker symbol is up 28% so far in 2021, compared with year-to-date gains of around 15% for the S&amp;P 500 and the Dow.</p><p><blockquote>PAVE（指基础设施ETF股票代码）2021年迄今已上涨28%，而标普500和道琼斯指数今年迄今的涨幅约为15%。</blockquote></p><p> PAVE holds 100 stocks, from small-cap to large-cap companies, that derive at least 50% of revenue from infrastructure construction, materials and equipment supply and related services in the U.S.</p><p><blockquote>PAVE持有100只股票，从小盘股到大盘股公司，这些公司至少50%的收入来自美国的基础设施建设、材料和设备供应以及相关服务。</blockquote></p><p> Similarly, the <a href=\"https://laohu8.com/S/IFRA\">iShares U.S. Infrastructure ETF</a>IFRA,+1.45%,another way to play infrastructure, rose 1.3% on Tuesday and is up nearly 22% in the first eight months of the year. The iShares ETF also includes 20 electric utilities and four water utilities, and for that reason isn’t always viewed as a pure-play infrastructure fund.</p><p><blockquote>同样，<a href=\"https://laohu8.com/S/IFRA\">iShares美国基础设施ETF</a>IFRA，+1.45%，基础设施的另一种玩法，周二上涨1.3%，今年前八个月上涨近22%。iShares ETF还包括20家电力公司和4家水务公司，因此并不总是被视为纯粹的基础设施基金。</blockquote></p><p> The Industrial <a href=\"https://laohu8.com/S/SLCT\">Select</a> Sector SPDR ETFXLI,+1.02%,which tracks the S&amp;P 500’s industrial sector, was up 1% on Tuesday and has gained nearly 18% in the year so far.</p><p><blockquote>工业<a href=\"https://laohu8.com/S/SLCT\">选择</a>追踪标普500工业板块的SPDR ETFXLI,+1.02%周二上涨1%，今年迄今已上涨近18%。</blockquote></p><p> Back in the spring MarketWatch’s Philip van Doorn wrote that there are about 20 companies that are included in PAVE that might have the most upsidepotential for investors. Those include <a href=\"https://laohu8.com/S/TISI\">Team</a> Inc., which was up 4.4% on Tuesday but has declined 56% in the year to date and <a href=\"https://laohu8.com/S/PRIM\">Primoris</a>, which was up 2.9% on the day but down 3.6% so far this year.</p><p><blockquote>早在春季，MarketWatch的Philip van Doorn就写道，PAVE中约有20家公司可能对投资者来说最具上涨潜力。这些包括<a href=\"https://laohu8.com/S/TISI\">团队</a>Inc.周二上涨4.4%，但今年迄今已下跌56%<a href=\"https://laohu8.com/S/PRIM\">普里莫里斯</a>，当日上涨2.9%，但今年迄今下跌3.6%。</blockquote></p><p></p><p> <table>  <tbody>   <tr>    <td><b>Company names</b></td>    <td><b>YTD % return</b></td>   </tr>   <tr>    <td>Team Inc.TISI,+4.37%</td>    <td>-56.83</td>   </tr>   <tr>    <td>Primoris Services Corp.PRIM,+2.90%</td>    <td>-3.6%</td>   </tr>   <tr>    <td><a href=\"https://laohu8.com/S/CMCO\">Columbus McKinnon</a> Corp.CMCO,+2.03%</td>    <td>17.6%</td>   </tr>   <tr>    <td><a href=\"https://laohu8.com/S/BLDR\">Builders FirstSource</a> Inc.BLDR,+2.72%</td>    <td>19.6%</td>   </tr>   <tr>    <td><a href=\"https://laohu8.com/S/WMS\">Advanced Drainage</a> Systems Inc.WMS,+1.89%</td>    <td>40%</td>   </tr>   <tr>    <td><a href=\"https://laohu8.com/S/AIMCV\">Altra Industrial Motion Corp.</a>AIMC,+3.15%</td>    <td>10.5%</td>   </tr>   <tr>    <td><a href=\"https://laohu8.com/S/DY\">Dycom</a> IndustriesDY,-0.96%</td>    <td>-5.7%</td>   </tr>   <tr>    <td>Cleveland-Cliffs Inc.CLF,+5.05%</td>    <td>78.7%</td>   </tr>   <tr>    <td><a href=\"https://laohu8.com/S/RXN\">Rexnord</a> Corp.RXN,+1.91%</td>    <td>51%</td>   </tr>   <tr>    <td><a href=\"https://laohu8.com/S/HRI\">Herc</a> Holdings Inc.HRI,+2.28%</td>    <td>90%</td>   </tr>  </tbody> </table> Overall, the investment in infrastructure is the biggest investment in roads, bridges and tunnels and other areas of America’s inner workings in a generation.</p><p><blockquote><table><tbody><tr><td><b>公司名称</b></td><td><b>年初至今回报率百分比</b></td></tr><tr><td>Team Inc.TISI,+4.37%</td><td>-56.83</td></tr><tr><td>Primoris Services Corp.PRIM,+2.90%</td><td>-3.6%</td></tr><tr><td><a href=\"https://laohu8.com/S/CMCO\">哥伦布·麦金农</a>CMCO公司，+2.03%</td><td>17.6%</td></tr><tr><td><a href=\"https://laohu8.com/S/BLDR\">建筑商FirstSource</a>Inc.BLDR,+2.72%</td><td>19.6%</td></tr><tr><td><a href=\"https://laohu8.com/S/WMS\">高级排水</a>系统公司WMS,+1.89%</td><td>40%</td></tr><tr><td><a href=\"https://laohu8.com/S/AIMCV\">阿尔特拉工业运动公司。</a>AIMC,+3.15%</td><td>10.5%</td></tr><tr><td><a href=\"https://laohu8.com/S/DY\">Dycom</a>工业DY,-0.96%</td><td>-5.7%</td></tr><tr><td>克利夫兰克利夫斯公司CLF,+5.05%</td><td>78.7%</td></tr><tr><td><a href=\"https://laohu8.com/S/RXN\">雷克斯诺德</a>公司RXN,+1.91%</td><td>51%</td></tr><tr><td><a href=\"https://laohu8.com/S/HRI\">Herc</a>控股公司HRI,+2.28%</td><td>90%</td></tr></tbody></table>总体而言，基础设施投资是一代人以来对道路、桥梁和隧道以及美国内部运作其他领域的最大投资。</blockquote></p><p> Edward Moya, analyst at Oanda, said that the infrastructure package, should it get quickly passed by the House, is very constructive in “driving the cyclical trade,” particularly as there have been concerns about the delta variant of COVID.</p><p><blockquote>Oanda分析师Edward Moya表示，如果众议院迅速通过基础设施一揽子计划，对于“推动周期性贸易”非常有建设性，特别是在人们担心新冠疫情的德尔塔变异毒株的情况下。</blockquote></p><p> “Spending will take a few years to ramp up and will in any case be spread over the rest of the decade,” said Michael Pearce, senior U.S. economist at Capital Economics, in a recent note.</p><p><blockquote>凯投宏观(Capital Economics)美国高级经济学家迈克尔·皮尔斯(Michael Pearce)在最近的一份报告中表示：“支出将需要几年时间才能增加，而且无论如何都将分散到这十年的剩余时间里。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/what-stocks-and-sectors-will-benefit-from-the-infrastructure-bill-11628628331?mod=home-page\">Market Wacth</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":{"CLF":"克利夫兰克里夫","WMS":"Advanced Drainage","PRIM":"Primoris Services Corporation","XLI":"工业指数ETF-SPDR","TISI":"Team Inc","CMCO":"哥伦布-麦金农","DY":"戴康工业","BLDR":"Builders FirstSource","HRI":"Herc Holdings Inc.","IFRA":"iShares U.S. Infrastructure ETF"},"source_url":"https://www.marketwatch.com/story/what-stocks-and-sectors-will-benefit-from-the-infrastructure-bill-11628628331?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147144306","content_text":"What assets are set to score a boost after the U.S. Senate passed a roughly $1 trillion infrastructure package with broad bipartisan support Tuesday, putting it on track to possibly be passed by the House and be signed into law by President Joe Biden?\nThebill reauthorizes spendingon existing federal public-works programs and pours a fresh $550 billion into water projects, the electrical grid and safety efforts. It includes $110 billion for roads, bridges and other projects, as well as $66 billion for rail, $65 billion for broadband internet and $55 billion for water systems.\nSome analysts say that much of the bill’s positive impact on the economy have already been priced into financial markets but it is possible that a further fillip for stocks could be enjoyed, especially as worries linger about the potential for the delta variant of COVID-19 to stymie aspects of the economic recovery from the deadly pandemic.\n“The passage of the infrastructure bill is a nice headline but unlikely to be a big market mover at this point,” wrote Brian Price, head of investment management at Commonwealth Financial Network in emailed remarks.\n“I think a lot of the enthusiasm has been priced in over the past few weeks and investors are focused on other factors at this point,” he said, perhaps, referring to investors’ current fixation over the likelihood that the Federal Reserve will taper its monthly purchases of $120 billion in Treasurys and mortgage-backed securities, which had helped to stabilize the market during the height the pandemic back in March and April of 2020.\nStill, the stock market was headed higher on Tuesday, with the Dow Jones Industrial AverageDJIA,+0.46%and S&P 500SPX,+0.10%at or near all-time closing highs, after the bill’s passage in the Upper chamber, with a 69-to-30 vote, with 19 Republicans also joining the Democratic yeas, The Wall Street Journal reported.\nA popular exchange-traded fund that offers exposure to stocks that would benefit from an infrastructure bill, the Global X U.S. Infrastructure Development ETFPAVE,+2.19%,was up 2.2% on Tuesday and has climbed 4.7% within the past 30 days, FactSet data show.Pave the way higher?The 'PAVE' ETF has been rising over the past 30 daysGlobal X US Infrastructure Development ETFSource: FactSetAs of Aug. 10, 4 p.m. ETJune 2021Aug.24.525.025.526.026.527.0$27.5\nPAVE, referring to the infrastructure ETFs ticker symbol is up 28% so far in 2021, compared with year-to-date gains of around 15% for the S&P 500 and the Dow.\nPAVE holds 100 stocks, from small-cap to large-cap companies, that derive at least 50% of revenue from infrastructure construction, materials and equipment supply and related services in the U.S.\nSimilarly, the iShares U.S. Infrastructure ETFIFRA,+1.45%,another way to play infrastructure, rose 1.3% on Tuesday and is up nearly 22% in the first eight months of the year. The iShares ETF also includes 20 electric utilities and four water utilities, and for that reason isn’t always viewed as a pure-play infrastructure fund.\nThe Industrial Select Sector SPDR ETFXLI,+1.02%,which tracks the S&P 500’s industrial sector, was up 1% on Tuesday and has gained nearly 18% in the year so far.\nBack in the spring MarketWatch’s Philip van Doorn wrote that there are about 20 companies that are included in PAVE that might have the most upsidepotential for investors. Those include Team Inc., which was up 4.4% on Tuesday but has declined 56% in the year to date and Primoris, which was up 2.9% on the day but down 3.6% so far this year.\n\n\n\nCompany names\nYTD % return\n\n\nTeam Inc.TISI,+4.37%\n-56.83\n\n\nPrimoris Services Corp.PRIM,+2.90%\n-3.6%\n\n\nColumbus McKinnon Corp.CMCO,+2.03%\n17.6%\n\n\nBuilders FirstSource Inc.BLDR,+2.72%\n19.6%\n\n\nAdvanced Drainage Systems Inc.WMS,+1.89%\n40%\n\n\nAltra Industrial Motion Corp.AIMC,+3.15%\n10.5%\n\n\nDycom IndustriesDY,-0.96%\n-5.7%\n\n\nCleveland-Cliffs Inc.CLF,+5.05%\n78.7%\n\n\nRexnord Corp.RXN,+1.91%\n51%\n\n\nHerc Holdings Inc.HRI,+2.28%\n90%\n\n\n\nOverall, the investment in infrastructure is the biggest investment in roads, bridges and tunnels and other areas of America’s inner workings in a generation.\nEdward Moya, analyst at Oanda, said that the infrastructure package, should it get quickly passed by the House, is very constructive in “driving the cyclical trade,” particularly as there have been concerns about the delta variant of COVID.\n“Spending will take a few years to ramp up and will in any case be spread over the rest of the decade,” said Michael Pearce, senior U.S. economist at Capital Economics, in a recent note.","news_type":1,"symbols_score_info":{"RXN":0.9,"XLI":0.9,"BLDR":0.9,"AIMC":0.9,"CLF":0.9,"CMCO":0.9,"WMS":0.9,"HRI":0.9,"IFRA":0.9,"DY":0.9,"TISI":0.9,"PRIM":0.9}},"isVote":1,"tweetType":1,"viewCount":2799,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898663498,"gmtCreate":1628493854014,"gmtModify":1631890570199,"author":{"id":"3584325113965172","authorId":"3584325113965172","name":"6966df2b","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584325113965172","authorIdStr":"3584325113965172"},"themes":[],"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898663498","repostId":"1142953538","repostType":2,"repost":{"id":"1142953538","kind":"news","pubTimestamp":1628489728,"share":"https://www.laohu8.com/m/news/1142953538?lang=zh_CN&edition=full","pubTime":"2021-08-09 14:15","market":"us","language":"zh","title":"消息称苹果Apple Car团队走访韩国LG电子等企业","url":"https://stock-news.laohu8.com/highlight/detail?id=1142953538","media":"IT之家","summary":"IT之家8 月 9 日消息 据Digitimes援引业内消息称，苹果为了发展电动车 Apple Car (暂称) 等新业务，开发团队日前秘密走访了位于韩国的 SK 集团、乐金电子 (LG Electr","content":"<p>IT之家8 月 9 日消息&nbsp;据Digitimes援引业内消息称，苹果为了发展电动车 Apple Car (暂称) 等新业务，开发团队日前秘密走访了位于韩国的 SK 集团、乐金电子 (LG Electronics) 等多家企业。</p>\n<p>韩国业界将苹果此举视为寻求合作伙伴的意向，业内人分析称，这或许意味着苹果将与韩国汽车零部件企业建立某种合作关系。</p>\n<p><img src=\"https://static.tigerbbs.com/9445c37f91b0f2147d7ebb6601cec78a\" tg-width=\"275\" tg-height=\"183\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>众所周知，韩国财团手握大量资源，牢牢把控着各种供应链，无论是三星、LG 还是 SK 都是韩国最顶级的头部玩家。苹果此前也曾传出与起亚磋商合作事宜，但因现代走漏消息而不了了之。</p>\n<p>目前看来，SK 集团旗下拥有巨无霸级的能源商&nbsp;SK&nbsp;Innovation，乐金旗下也有 LG 化学这种电池制造商的龙头企业，他们都可以为苹果汽车供应动力电池。</p>\n<p>值得一提的是，此前有消息称苹果对合作伙伴的要求是在美国本土制造电池并将其用于其自动驾驶汽车，而不是从其他国家的供应商那里采购。因此，虽然苹果也接触过宁德时代和比亚迪但这两者似乎都不愿意去美国建厂。</p>","source":"ithome","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>消息称苹果Apple Car团队走访韩国LG电子等企业</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n消息称苹果Apple Car团队走访韩国LG电子等企业\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-09 14:15 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.ithome.com/0/568/088.htm><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IT之家8 月 9 日消息 据Digitimes援引业内消息称，苹果为了发展电动车 Apple Car (暂称) 等新业务，开发团队日前秘密走访了位于韩国的 SK 集团、乐金电子 (LG Electronics) 等多家企业。\n韩国业界将苹果此举视为寻求合作伙伴的意向，业内人分析称，这或许意味着苹果将与韩国汽车零部件企业建立某种合作关系。\n\n众所周知，韩国财团手握大量资源，牢牢把控着各种供应链，...</p>\n\n<a href=\"https://www.ithome.com/0/568/088.htm\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0e9c6038c922a501076310ac125cdbb5","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.ithome.com/0/568/088.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142953538","content_text":"IT之家8 月 9 日消息 据Digitimes援引业内消息称，苹果为了发展电动车 Apple Car (暂称) 等新业务，开发团队日前秘密走访了位于韩国的 SK 集团、乐金电子 (LG Electronics) 等多家企业。\n韩国业界将苹果此举视为寻求合作伙伴的意向，业内人分析称，这或许意味着苹果将与韩国汽车零部件企业建立某种合作关系。\n\n众所周知，韩国财团手握大量资源，牢牢把控着各种供应链，无论是三星、LG 还是 SK 都是韩国最顶级的头部玩家。苹果此前也曾传出与起亚磋商合作事宜，但因现代走漏消息而不了了之。\n目前看来，SK 集团旗下拥有巨无霸级的能源商 SK Innovation，乐金旗下也有 LG 化学这种电池制造商的龙头企业，他们都可以为苹果汽车供应动力电池。\n值得一提的是，此前有消息称苹果对合作伙伴的要求是在美国本土制造电池并将其用于其自动驾驶汽车，而不是从其他国家的供应商那里采购。因此，虽然苹果也接触过宁德时代和比亚迪但这两者似乎都不愿意去美国建厂。","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2698,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":893761794,"gmtCreate":1628301464118,"gmtModify":1631890570201,"author":{"id":"3584325113965172","authorId":"3584325113965172","name":"6966df2b","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584325113965172","authorIdStr":"3584325113965172"},"themes":[],"htmlText":"G","listText":"G","text":"G","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893761794","repostId":"1143051031","repostType":4,"isVote":1,"tweetType":1,"viewCount":1984,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890428964,"gmtCreate":1628129147258,"gmtModify":1631890570204,"author":{"id":"3584325113965172","authorId":"3584325113965172","name":"6966df2b","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584325113965172","authorIdStr":"3584325113965172"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/890428964","repostId":"1179402387","repostType":4,"repost":{"id":"1179402387","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":1628120638,"share":"https://www.laohu8.com/m/news/1179402387?lang=zh_CN&edition=full","pubTime":"2021-08-05 07:43","market":"us","language":"en","title":"Toplines After Hours US Market on Wednesday<blockquote>周三美国市场盘后顶线</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1179402387","media":"Tiger Newspress","summary":"Futures contracts tied to the major U.S. equity indexes were little changed at the start of the over","content":"<p>Futures contracts tied to the major U.S. equity indexes were little changed at the start of the overnight session Wednesday evening as Wall Street looked to improve upon a mixed week.</p><p><blockquote>周三晚间隔夜交易开始时，与美国主要股指相关的期货合约几乎没有变化，因为华尔街希望在涨跌互现的一周中有所改善。</blockquote></p><p> At 7:30&nbsp;p.m. ET, Dow e-minis were up 19 points, or 0.05%, S&amp;P 500 e-minis were up 2.25 points, or 0.05%, and Nasdaq 100 e-minis were down 7.50 points, or 0.05%.</p><p><blockquote>晚上七点半。ET，道指e-minis上涨19点，涨幅0.05%，标普500 e-minis上涨2.25点，涨幅0.05%，纳斯达克100 e-minis下跌7.50点，涨幅0.05%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/15029cdb3b40554099587488dcc610a7\" tg-width=\"1080\" tg-height=\"384\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>Stocks making biggest moves after hours: Etsy, Electronic Arts, Roku &amp; more</b></p><p><blockquote><b>盘后涨幅最大的股票：Etsy、艺电、Roku等</b></blockquote></p><p> <a href=\"https://laohu8.com/S/FSLY\">Fastly, Inc.</a> (NYSE: FSLY)19.3% LOWER; reported Q2 EPS of ($0.15), $0.02 better than the analyst estimate of ($0.17). Revenue for the quarter came in at $85 million versus the consensus estimate of $85.73 million. Fastly, Inc. sees Q3 2021 EPS of ($0.21)-($0.18), versus the consensus of ($0.09). Fastly, Inc. sees Q3 2021 revenue of $82-85 million, versus the consensus of $98.02 million. Fastly, Inc. sees FY2021 EPS of ($0.65)-($0.57), versus the consensus of ($0.43). Fastly, Inc. sees FY2021 revenue of $340-350 million, versus the consensus of $382.34 million.</p><p><blockquote><a href=\"https://laohu8.com/S/FSLY\">法斯特利公司。</a>（纽约证券交易所股票代码：FSLY）下跌19.3%；报告第二季度每股收益为（0.15美元），比分析师预期的（0.17美元）高出0.02美元。该季度收入为8500万美元，而市场普遍预期为8573万美元。Fastly，Inc.预计2021年第三季度每股收益为（0.21美元）-（0.18美元），而市场普遍预期为（0.09美元）。Fastly，Inc.预计2021年第三季度收入为82-8500万美元，而市场普遍预期为9802万美元。Fastly，Inc.预计2021财年每股收益为（0.65美元）-（0.57美元），而市场普遍预期为（0.43美元）。Fastly，Inc.预计2021财年收入为3.40-3.5亿美元，而市场普遍预期为3.8234亿美元。</blockquote></p><p> Ping Identity (NYSE: PING) 13.2% HIGHER; reported Q2 EPS of $0.11, $0.07 better than the analyst estimate of $0.04. Revenue for the quarter came in at $78.9 million versus the consensus estimate of $66.09 million. Ping Identity sees Q3 2021 revenue of $65-70 million, versus the consensus of $65.1 million. Ping Identity sees FY2021 revenue of $278-285 million, versus the consensus of $269.3 million.</p><p><blockquote>Ping Identity(NYSE：PING)上涨13.2%；报告第二季度每股收益为0.11美元，比分析师预期的0.04美元好0.07美元。该季度营收为7890万美元，而市场普遍预期为6609万美元。Ping Identity预计2021年第三季度收入为65-7000万美元，而市场普遍预期为6510万美元。Ping Identity预计2021财年收入为2.78-2.85亿美元，而市场普遍预期为2.693亿美元。</blockquote></p><p> Etsy (NASDAQ: ETSY)13.7% LOWER; reported Q2 revenue $528.9 million versus the consensus estimate of $524.84 million. Consolidated GMS was $3.0 billion, up 13.1% year-over-year; while Etsy marketplace GMS was $2.8 billion, up 14.2% year-over-year. Etsy sees Q3 2021 revenue of $500-525 million, versus the consensus of $524.91 million.</p><p><blockquote>Etsy（纳斯达克：ETSY）下跌13.7%；报告第二季度收入为5.289亿美元，而市场普遍预期为5.2484亿美元。综合GMS为30亿美元，同比增长13.1%；而Etsy marketplace GMS为28亿美元，同比增长14.2%。Etsy预计2021年第三季度收入为500-5.25亿美元，而市场普遍预期为5.2491亿美元。</blockquote></p><p> PetIQ, Inc. (NASDAQ: PETQ)11.7% LOWER; reported Q2 EPS of $0.14, $0.59 worse than the analyst estimate of $0.73. Revenue for the quarter came in at $271 million versus the consensus estimate of $304.72 million.</p><p><blockquote>PetIQ公司（纳斯达克：PETQ）下跌11.7%；报告第二季度每股收益为0.14美元，比分析师预期的0.73美元差0.59美元。该季度营收为2.71亿美元，而市场普遍预期为3.0472亿美元。</blockquote></p><p> Lemonade (NYSE: LMND) 9.1% LOWER; reported Q2 EPS of ($0.90), $0.01 worse than the analyst estimate of ($0.89). Revenue for the quarter came in at $28.2 million versus the consensus estimate of $26.8 million. Lemonade sees Q3 2021 revenue of $32.5-33.5 million, versus the consensus of $32.32 million. Lemonade sees FY2021 revenue of $123-125 million, versus the consensus of $118.94 million.</p><p><blockquote>柠檬水(NYSE：LMND)下跌9.1%；报告第二季度每股收益为（0.90美元），比分析师预期的（0.89美元）差0.01美元。该季度收入为2820万美元，而市场普遍预期为2680万美元。Lemonade预计2021年第三季度收入为32.5-3350万美元，而市场普遍预期为3232万美元。Lemonade预计2021财年收入为123-1.25亿美元，而市场普遍预期为1.1894亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/MAXR\">Maxar Technologies Ltd.</a> (NYSE: MAXR)10.9% LOWER; reported Q2 EPS of $0.60, $0.46 worse than the analyst estimate of $1.06. Revenue for the quarter came in at $473 million versus the consensus estimate of $560.3 million.</p><p><blockquote><a href=\"https://laohu8.com/S/MAXR\">Maxar技术有限公司。</a>（纽约证券交易所代码：MAXR）下跌10.9%；报告第二季度每股收益为0.60美元，比分析师预期的1.06美元差0.46美元。该季度营收为4.73亿美元，而市场普遍预期为5.603亿美元。</blockquote></p><p> Roku (NASDAQ: ROKU)8.4% LOWER; reported Q2 EPS of $0.52, $0.40 better than the analyst estimate of $0.12. Revenue for the quarter came in at $645.1 million versus the consensus estimate of $618.54 million. Roku sees Q3 2021 revenue of $675-685 million, versus the consensus of $645 million.</p><p><blockquote>Roku（纳斯达克：Roku）下跌8.4%；报告第二季度每股收益为0.52美元，比分析师预期的0.12美元高出0.40美元。该季度营收为6.451亿美元，而市场普遍预期为6.1854亿美元。Roku预计2021年第三季度营收为6.75-6.85亿美元，而市场普遍预期为6.45亿美元。</blockquote></p><p> Western Union (NYSE: WU)6.2% HIGHER; Goldfinch and Baupost will acquire Western Union Business Solutions for approximately $910 million in cash. reported Q2 EPS of $0.48, $0.01 better than the analyst estimate of $0.47. Revenue for the quarter came in at $1.3 billion versus the consensus estimate of $1.26 billion.</p><p><blockquote>西联汇款(NYSE：WU)上涨6.2%；Goldfinch和Baupost将以约9.1亿美元现金收购西联商业解决方案。报告第二季度每股收益为0.48美元，比分析师预期的0.47美元高出0.01美元。该季度营收为13亿美元，而市场普遍预期为12.6亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a> (NASDAQ: MELI)5.8% HIGHER; reported Q2 EPS of $1.37, $1.26 better than the analyst estimate of $0.11. Revenue for the quarter came in at $1.7 billion versus the consensus estimate of $1.46 billion. Gross merchandise volume (“GMV”) grew to $7.0 billion, representing an increase of 39.2% in USD and 46.1% on an FX neutral basis.</p><p><blockquote><a href=\"https://laohu8.com/S/MELI\">自由市场</a>（纳斯达克：MELI）上涨5.8%；报告第二季度每股收益为1.37美元，比分析师预期的0.11美元好1.26美元。该季度营收为17亿美元，而市场普遍预期为14.6亿美元。商品交易总额（“GMV”）增长至70亿美元，按美元计算增长39.2%，按外汇中性计算增长46.1%。</blockquote></p><p> Uber (NYSE: UBER)4.6% LOWER; reported Q2 EPS of $0.58, $1.09 better than the analyst estimate of ($0.51). Revenue for the quarter came in at $3.93 billion versus the consensus estimate of $3.74 billion.</p><p><blockquote>优步(NYSE：UBER)下跌4.6%；报告第二季度每股收益为0.58美元，比分析师预期的0.51美元高出1.09美元。该季度营收为39.3亿美元，而市场普遍预期为37.4亿美元。</blockquote></p><p> Electronic Arts (NASDAQ: EA)3.5% HIGHER; reported Q1 EPS of $0.71, $0.09 better than the analyst estimate of $0.62. Revenue for the quarter came in at $1.34 billion versus the consensus estimate of $1.28 billion.</p><p><blockquote>艺电（纳斯达克：EA）上涨3.5%；报告第一季度每股收益为0.71美元，比分析师预期的0.62美元高出0.09美元。该季度营收为13.4亿美元，而市场普遍预期为12.8亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/BKNG\">Booking Holdings</a> (NASDAQ: BKNG)3.1% HIGHER; reported Q2 EPS of ($2.55), $0.45 worse than the analyst estimate of ($2.10). Revenue for the quarter came in at $2.16 billion versus the consensus estimate of $1.9 billion.</p><p><blockquote><a href=\"https://laohu8.com/S/BKNG\">预订控股</a>（纳斯达克：BKNG）上涨3.1%；报告第二季度每股收益为（2.55美元），比分析师预期的（2.10美元）差0.45美元。该季度营收为21.6亿美元，而市场普遍预期为19亿美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Toplines After Hours US Market on Wednesday<blockquote>周三美国市场盘后顶线</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\">\nToplines After Hours US Market on Wednesday<blockquote>周三美国市场盘后顶线</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-08-05 07:43</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Futures contracts tied to the major U.S. equity indexes were little changed at the start of the overnight session Wednesday evening as Wall Street looked to improve upon a mixed week.</p><p><blockquote>周三晚间隔夜交易开始时，与美国主要股指相关的期货合约几乎没有变化，因为华尔街希望在涨跌互现的一周中有所改善。</blockquote></p><p> At 7:30&nbsp;p.m. ET, Dow e-minis were up 19 points, or 0.05%, S&amp;P 500 e-minis were up 2.25 points, or 0.05%, and Nasdaq 100 e-minis were down 7.50 points, or 0.05%.</p><p><blockquote>晚上七点半。ET，道指e-minis上涨19点，涨幅0.05%，标普500 e-minis上涨2.25点，涨幅0.05%，纳斯达克100 e-minis下跌7.50点，涨幅0.05%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/15029cdb3b40554099587488dcc610a7\" tg-width=\"1080\" tg-height=\"384\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>Stocks making biggest moves after hours: Etsy, Electronic Arts, Roku &amp; more</b></p><p><blockquote><b>盘后涨幅最大的股票：Etsy、艺电、Roku等</b></blockquote></p><p> <a href=\"https://laohu8.com/S/FSLY\">Fastly, Inc.</a> (NYSE: FSLY)19.3% LOWER; reported Q2 EPS of ($0.15), $0.02 better than the analyst estimate of ($0.17). Revenue for the quarter came in at $85 million versus the consensus estimate of $85.73 million. Fastly, Inc. sees Q3 2021 EPS of ($0.21)-($0.18), versus the consensus of ($0.09). Fastly, Inc. sees Q3 2021 revenue of $82-85 million, versus the consensus of $98.02 million. Fastly, Inc. sees FY2021 EPS of ($0.65)-($0.57), versus the consensus of ($0.43). Fastly, Inc. sees FY2021 revenue of $340-350 million, versus the consensus of $382.34 million.</p><p><blockquote><a href=\"https://laohu8.com/S/FSLY\">法斯特利公司。</a>（纽约证券交易所股票代码：FSLY）下跌19.3%；报告第二季度每股收益为（0.15美元），比分析师预期的（0.17美元）高出0.02美元。该季度收入为8500万美元，而市场普遍预期为8573万美元。Fastly，Inc.预计2021年第三季度每股收益为（0.21美元）-（0.18美元），而市场普遍预期为（0.09美元）。Fastly，Inc.预计2021年第三季度收入为82-8500万美元，而市场普遍预期为9802万美元。Fastly，Inc.预计2021财年每股收益为（0.65美元）-（0.57美元），而市场普遍预期为（0.43美元）。Fastly，Inc.预计2021财年收入为3.40-3.5亿美元，而市场普遍预期为3.8234亿美元。</blockquote></p><p> Ping Identity (NYSE: PING) 13.2% HIGHER; reported Q2 EPS of $0.11, $0.07 better than the analyst estimate of $0.04. Revenue for the quarter came in at $78.9 million versus the consensus estimate of $66.09 million. Ping Identity sees Q3 2021 revenue of $65-70 million, versus the consensus of $65.1 million. Ping Identity sees FY2021 revenue of $278-285 million, versus the consensus of $269.3 million.</p><p><blockquote>Ping Identity(NYSE：PING)上涨13.2%；报告第二季度每股收益为0.11美元，比分析师预期的0.04美元好0.07美元。该季度营收为7890万美元，而市场普遍预期为6609万美元。Ping Identity预计2021年第三季度收入为65-7000万美元，而市场普遍预期为6510万美元。Ping Identity预计2021财年收入为2.78-2.85亿美元，而市场普遍预期为2.693亿美元。</blockquote></p><p> Etsy (NASDAQ: ETSY)13.7% LOWER; reported Q2 revenue $528.9 million versus the consensus estimate of $524.84 million. Consolidated GMS was $3.0 billion, up 13.1% year-over-year; while Etsy marketplace GMS was $2.8 billion, up 14.2% year-over-year. Etsy sees Q3 2021 revenue of $500-525 million, versus the consensus of $524.91 million.</p><p><blockquote>Etsy（纳斯达克：ETSY）下跌13.7%；报告第二季度收入为5.289亿美元，而市场普遍预期为5.2484亿美元。综合GMS为30亿美元，同比增长13.1%；而Etsy marketplace GMS为28亿美元，同比增长14.2%。Etsy预计2021年第三季度收入为500-5.25亿美元，而市场普遍预期为5.2491亿美元。</blockquote></p><p> PetIQ, Inc. (NASDAQ: PETQ)11.7% LOWER; reported Q2 EPS of $0.14, $0.59 worse than the analyst estimate of $0.73. Revenue for the quarter came in at $271 million versus the consensus estimate of $304.72 million.</p><p><blockquote>PetIQ公司（纳斯达克：PETQ）下跌11.7%；报告第二季度每股收益为0.14美元，比分析师预期的0.73美元差0.59美元。该季度营收为2.71亿美元，而市场普遍预期为3.0472亿美元。</blockquote></p><p> Lemonade (NYSE: LMND) 9.1% LOWER; reported Q2 EPS of ($0.90), $0.01 worse than the analyst estimate of ($0.89). Revenue for the quarter came in at $28.2 million versus the consensus estimate of $26.8 million. Lemonade sees Q3 2021 revenue of $32.5-33.5 million, versus the consensus of $32.32 million. Lemonade sees FY2021 revenue of $123-125 million, versus the consensus of $118.94 million.</p><p><blockquote>柠檬水(NYSE：LMND)下跌9.1%；报告第二季度每股收益为（0.90美元），比分析师预期的（0.89美元）差0.01美元。该季度收入为2820万美元，而市场普遍预期为2680万美元。Lemonade预计2021年第三季度收入为32.5-3350万美元，而市场普遍预期为3232万美元。Lemonade预计2021财年收入为123-1.25亿美元，而市场普遍预期为1.1894亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/MAXR\">Maxar Technologies Ltd.</a> (NYSE: MAXR)10.9% LOWER; reported Q2 EPS of $0.60, $0.46 worse than the analyst estimate of $1.06. Revenue for the quarter came in at $473 million versus the consensus estimate of $560.3 million.</p><p><blockquote><a href=\"https://laohu8.com/S/MAXR\">Maxar技术有限公司。</a>（纽约证券交易所代码：MAXR）下跌10.9%；报告第二季度每股收益为0.60美元，比分析师预期的1.06美元差0.46美元。该季度营收为4.73亿美元，而市场普遍预期为5.603亿美元。</blockquote></p><p> Roku (NASDAQ: ROKU)8.4% LOWER; reported Q2 EPS of $0.52, $0.40 better than the analyst estimate of $0.12. Revenue for the quarter came in at $645.1 million versus the consensus estimate of $618.54 million. Roku sees Q3 2021 revenue of $675-685 million, versus the consensus of $645 million.</p><p><blockquote>Roku（纳斯达克：Roku）下跌8.4%；报告第二季度每股收益为0.52美元，比分析师预期的0.12美元高出0.40美元。该季度营收为6.451亿美元，而市场普遍预期为6.1854亿美元。Roku预计2021年第三季度营收为6.75-6.85亿美元，而市场普遍预期为6.45亿美元。</blockquote></p><p> Western Union (NYSE: WU)6.2% HIGHER; Goldfinch and Baupost will acquire Western Union Business Solutions for approximately $910 million in cash. reported Q2 EPS of $0.48, $0.01 better than the analyst estimate of $0.47. Revenue for the quarter came in at $1.3 billion versus the consensus estimate of $1.26 billion.</p><p><blockquote>西联汇款(NYSE：WU)上涨6.2%；Goldfinch和Baupost将以约9.1亿美元现金收购西联商业解决方案。报告第二季度每股收益为0.48美元，比分析师预期的0.47美元高出0.01美元。该季度营收为13亿美元，而市场普遍预期为12.6亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a> (NASDAQ: MELI)5.8% HIGHER; reported Q2 EPS of $1.37, $1.26 better than the analyst estimate of $0.11. Revenue for the quarter came in at $1.7 billion versus the consensus estimate of $1.46 billion. Gross merchandise volume (“GMV”) grew to $7.0 billion, representing an increase of 39.2% in USD and 46.1% on an FX neutral basis.</p><p><blockquote><a href=\"https://laohu8.com/S/MELI\">自由市场</a>（纳斯达克：MELI）上涨5.8%；报告第二季度每股收益为1.37美元，比分析师预期的0.11美元好1.26美元。该季度营收为17亿美元，而市场普遍预期为14.6亿美元。商品交易总额（“GMV”）增长至70亿美元，按美元计算增长39.2%，按外汇中性计算增长46.1%。</blockquote></p><p> Uber (NYSE: UBER)4.6% LOWER; reported Q2 EPS of $0.58, $1.09 better than the analyst estimate of ($0.51). Revenue for the quarter came in at $3.93 billion versus the consensus estimate of $3.74 billion.</p><p><blockquote>优步(NYSE：UBER)下跌4.6%；报告第二季度每股收益为0.58美元，比分析师预期的0.51美元高出1.09美元。该季度营收为39.3亿美元，而市场普遍预期为37.4亿美元。</blockquote></p><p> Electronic Arts (NASDAQ: EA)3.5% HIGHER; reported Q1 EPS of $0.71, $0.09 better than the analyst estimate of $0.62. Revenue for the quarter came in at $1.34 billion versus the consensus estimate of $1.28 billion.</p><p><blockquote>艺电（纳斯达克：EA）上涨3.5%；报告第一季度每股收益为0.71美元，比分析师预期的0.62美元高出0.09美元。该季度营收为13.4亿美元，而市场普遍预期为12.8亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/BKNG\">Booking Holdings</a> (NASDAQ: BKNG)3.1% HIGHER; reported Q2 EPS of ($2.55), $0.45 worse than the analyst estimate of ($2.10). Revenue for the quarter came in at $2.16 billion versus the consensus estimate of $1.9 billion.</p><p><blockquote><a href=\"https://laohu8.com/S/BKNG\">预订控股</a>（纳斯达克：BKNG）上涨3.1%；报告第二季度每股收益为（2.55美元），比分析师预期的（2.10美元）差0.45美元。该季度营收为21.6亿美元，而市场普遍预期为19亿美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","UBER":"优步",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","EA":"艺电","PETQ":"Petiq Inc.","ROKU":"Roku Inc","BKNG":"Booking Holdings","FSLY":"Fastly, Inc.","PING":"Ping Identity Holding","WU":"西联汇款","MELI":"MercadoLibre"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179402387","content_text":"Futures contracts tied to the major U.S. equity indexes were little changed at the start of the overnight session Wednesday evening as Wall Street looked to improve upon a mixed week.\nAt 7:30 p.m. ET, Dow e-minis were up 19 points, or 0.05%, S&P 500 e-minis were up 2.25 points, or 0.05%, and Nasdaq 100 e-minis were down 7.50 points, or 0.05%.\n\nStocks making biggest moves after hours: Etsy, Electronic Arts, Roku & more\nFastly, Inc. (NYSE: FSLY)19.3% LOWER; reported Q2 EPS of ($0.15), $0.02 better than the analyst estimate of ($0.17). Revenue for the quarter came in at $85 million versus the consensus estimate of $85.73 million. Fastly, Inc. sees Q3 2021 EPS of ($0.21)-($0.18), versus the consensus of ($0.09). Fastly, Inc. sees Q3 2021 revenue of $82-85 million, versus the consensus of $98.02 million. Fastly, Inc. sees FY2021 EPS of ($0.65)-($0.57), versus the consensus of ($0.43). Fastly, Inc. sees FY2021 revenue of $340-350 million, versus the consensus of $382.34 million.\nPing Identity (NYSE: PING) 13.2% HIGHER; reported Q2 EPS of $0.11, $0.07 better than the analyst estimate of $0.04. Revenue for the quarter came in at $78.9 million versus the consensus estimate of $66.09 million. Ping Identity sees Q3 2021 revenue of $65-70 million, versus the consensus of $65.1 million. Ping Identity sees FY2021 revenue of $278-285 million, versus the consensus of $269.3 million.\nEtsy (NASDAQ: ETSY)13.7% LOWER; reported Q2 revenue $528.9 million versus the consensus estimate of $524.84 million. Consolidated GMS was $3.0 billion, up 13.1% year-over-year; while Etsy marketplace GMS was $2.8 billion, up 14.2% year-over-year. Etsy sees Q3 2021 revenue of $500-525 million, versus the consensus of $524.91 million.\nPetIQ, Inc. (NASDAQ: PETQ)11.7% LOWER; reported Q2 EPS of $0.14, $0.59 worse than the analyst estimate of $0.73. Revenue for the quarter came in at $271 million versus the consensus estimate of $304.72 million.\nLemonade (NYSE: LMND) 9.1% LOWER; reported Q2 EPS of ($0.90), $0.01 worse than the analyst estimate of ($0.89). Revenue for the quarter came in at $28.2 million versus the consensus estimate of $26.8 million. Lemonade sees Q3 2021 revenue of $32.5-33.5 million, versus the consensus of $32.32 million. Lemonade sees FY2021 revenue of $123-125 million, versus the consensus of $118.94 million.\nMaxar Technologies Ltd. (NYSE: MAXR)10.9% LOWER; reported Q2 EPS of $0.60, $0.46 worse than the analyst estimate of $1.06. Revenue for the quarter came in at $473 million versus the consensus estimate of $560.3 million.\nRoku (NASDAQ: ROKU)8.4% LOWER; reported Q2 EPS of $0.52, $0.40 better than the analyst estimate of $0.12. Revenue for the quarter came in at $645.1 million versus the consensus estimate of $618.54 million. Roku sees Q3 2021 revenue of $675-685 million, versus the consensus of $645 million.\nWestern Union (NYSE: WU)6.2% HIGHER; Goldfinch and Baupost will acquire Western Union Business Solutions for approximately $910 million in cash. reported Q2 EPS of $0.48, $0.01 better than the analyst estimate of $0.47. Revenue for the quarter came in at $1.3 billion versus the consensus estimate of $1.26 billion.\nMercadoLibre (NASDAQ: MELI)5.8% HIGHER; reported Q2 EPS of $1.37, $1.26 better than the analyst estimate of $0.11. Revenue for the quarter came in at $1.7 billion versus the consensus estimate of $1.46 billion. Gross merchandise volume (“GMV”) grew to $7.0 billion, representing an increase of 39.2% in USD and 46.1% on an FX neutral basis.\nUber (NYSE: UBER)4.6% LOWER; reported Q2 EPS of $0.58, $1.09 better than the analyst estimate of ($0.51). Revenue for the quarter came in at $3.93 billion versus the consensus estimate of $3.74 billion.\nElectronic Arts (NASDAQ: EA)3.5% HIGHER; reported Q1 EPS of $0.71, $0.09 better than the analyst estimate of $0.62. Revenue for the quarter came in at $1.34 billion versus the consensus estimate of $1.28 billion.\nBooking Holdings (NASDAQ: BKNG)3.1% HIGHER; reported Q2 EPS of ($2.55), $0.45 worse than the analyst estimate of ($2.10). Revenue for the quarter came in at $2.16 billion versus the consensus estimate of $1.9 billion.","news_type":1,"symbols_score_info":{"NQmain":0.9,"MELI":0.9,"YMmain":0.9,".DJI":0.9,".SPX":0.9,"EA":0.9,"PETQ":0.9,"PING":0.9,".IXIC":0.9,"FSLY":0.9,"BKNG":0.9,"WU":0.9,"UBER":0.9,"ESmain":0.9,"ROKU":0.9}},"isVote":1,"tweetType":1,"viewCount":2098,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805213973,"gmtCreate":1627882836092,"gmtModify":1633755617205,"author":{"id":"3584325113965172","authorId":"3584325113965172","name":"6966df2b","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584325113965172","authorIdStr":"3584325113965172"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/805213973","repostId":"1162506970","repostType":4,"repost":{"id":"1162506970","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1627882626,"share":"https://www.laohu8.com/m/news/1162506970?lang=zh_CN&edition=full","pubTime":"2021-08-02 13:37","market":"us","language":"en","title":"Apple Maintains Its Dominance Of Global Tablet Market But Amazon, Samsung Are Seeing Faster Growth<blockquote>苹果保持全球平板电脑市场主导地位，但亚马逊、三星增长更快</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1162506970","media":"Benzinga","summary":"Apple Inc.(NASDAQ:AAPL) continued to dominate the global tablet market in the second quarter, but ri","content":"<p><b>Apple Inc.</b>(NASDAQ:AAPL) continued to dominate the global tablet market in the second quarter, but rivals such as&nbsp;<b>Amazon.com Inc.</b>(NASDAQ:AMZN) and&nbsp;<b>Samsung</b>&nbsp;are seeing faster growth, according to data from IDC.</p><p><blockquote><b>苹果公司。</b>（纳斯达克：AAPL）在第二季度继续主导全球平板电脑市场，但竞争对手如<b>亚马逊公司。</b>（纳斯达克：AMZN）和<b>三星</b>根据IDC的数据，增长速度更快。</blockquote></p><p> <b>What Happened</b>: Apple shipped 12.9 million iPads in the second quarter of 2021 and accounted for 31.9% of the market share, according to IDC’s Worldwide Quarterly PCD Tracker.</p><p><blockquote><b>发生了什么</b>：根据IDC的全球季度PCD跟踪数据，苹果在2021年第二季度出货了1290万台iPad，占据了31.9%的市场份额。</blockquote></p><p> Apple’s nearest rival, Samsung, shipped 8 million tablets in the quarter and held a 19.6% market share.<b>Lenovo Group</b>&nbsp;<b>Limited</b>(OTC:LNVGY) followed in the third position with 4.7 million units shipped, while Amazon.com was fourth with Fire tablet shipments of 4.3 million and a market share of 10.7%.</p><p><blockquote>苹果最接近的竞争对手三星本季度平板电脑出货量为800万台，占据19.6%的市场份额。<b>联想集团</b> <b>有限的</b>（OTC：LNVGY）以470万台的出货量位居第三，而亚马逊以430万台的Fire平板电脑出货量和10.7%的市场份额位居第四。</blockquote></p><p> While Apple’s year-over-year growth in market share was 3.5%, Samsung’s market share in the quarter grew 13.3%. Amazon recorded 20.3% growth in its market share.</p><p><blockquote>虽然苹果的市场份额同比增长3.5%，但三星本季度的市场份额增长了13.3%。亚马逊市场份额增长20.3%。</blockquote></p><p> <b>Why It Matters:</b>Consumer demand around tablets will slow much faster than Chromebooks or even the broader PC market, as per IDC. The ongoing component shortages and the reopening of schools in a few Asian countries are expected to contribute to the slowdown in tablet sales.</p><p><blockquote><b>为什么重要：</b>根据IDC的数据，消费者对平板电脑的需求将比Chromebooks甚至更广泛的PC市场放缓得更快。持续的组件短缺和一些亚洲国家学校的重新开放预计将导致平板电脑销售放缓。</blockquote></p><p> Apple&nbsp;unveiled&nbsp;refreshed iPad Pro models in April amid strong demand for the tablets as people continued to work and study from home due to the pandemic.</p><p><blockquote>由于疫情，人们继续在家工作和学习，对平板电脑的需求强劲，苹果在4月份推出了更新的iPad Pro型号。</blockquote></p><p> The iPad fetched revenues of&nbsp;$7.37 billion&nbsp;in Apple’s recent third quarter, up 11.9% year-over-year<b>.</b>However, component shortages are expected to serve as a drag in the future quarter.</p><p><blockquote>苹果最近第三季度iPad营收为73.7亿美元，同比增长11.9%<b>.</b>然而，零部件短缺预计将成为下一季度的拖累因素。</blockquote></p><p> It was&nbsp;reported&nbsp;in May that customers may have to wait longer to get the new high-end iPad Pro tablets due to continued supply chain constraints.</p><p><blockquote>据5月份报道，由于持续的供应链限制，客户可能需要等待更长时间才能获得新的高端iPad Pro平板电脑。</blockquote></p><p> <b>Price Action:</b>Apple’s shares closed almost 0.2% higher in Friday’s trading at $145.86.</p><p><blockquote><b>价格走势：</b>苹果股价周五收盘上涨近0.2%，至145.86美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Maintains Its Dominance Of Global Tablet Market But Amazon, Samsung Are Seeing Faster Growth<blockquote>苹果保持全球平板电脑市场主导地位，但亚马逊、三星增长更快</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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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\">\nApple Maintains Its Dominance Of Global Tablet Market But Amazon, Samsung Are Seeing Faster Growth<blockquote>苹果保持全球平板电脑市场主导地位，但亚马逊、三星增长更快</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-08-02 13:37</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>Apple Inc.</b>(NASDAQ:AAPL) continued to dominate the global tablet market in the second quarter, but rivals such as&nbsp;<b>Amazon.com Inc.</b>(NASDAQ:AMZN) and&nbsp;<b>Samsung</b>&nbsp;are seeing faster growth, according to data from IDC.</p><p><blockquote><b>苹果公司。</b>（纳斯达克：AAPL）在第二季度继续主导全球平板电脑市场，但竞争对手如<b>亚马逊公司。</b>（纳斯达克：AMZN）和<b>三星</b>根据IDC的数据，增长速度更快。</blockquote></p><p> <b>What Happened</b>: Apple shipped 12.9 million iPads in the second quarter of 2021 and accounted for 31.9% of the market share, according to IDC’s Worldwide Quarterly PCD Tracker.</p><p><blockquote><b>发生了什么</b>：根据IDC的全球季度PCD跟踪数据，苹果在2021年第二季度出货了1290万台iPad，占据了31.9%的市场份额。</blockquote></p><p> Apple’s nearest rival, Samsung, shipped 8 million tablets in the quarter and held a 19.6% market share.<b>Lenovo Group</b>&nbsp;<b>Limited</b>(OTC:LNVGY) followed in the third position with 4.7 million units shipped, while Amazon.com was fourth with Fire tablet shipments of 4.3 million and a market share of 10.7%.</p><p><blockquote>苹果最接近的竞争对手三星本季度平板电脑出货量为800万台，占据19.6%的市场份额。<b>联想集团</b> <b>有限的</b>（OTC：LNVGY）以470万台的出货量位居第三，而亚马逊以430万台的Fire平板电脑出货量和10.7%的市场份额位居第四。</blockquote></p><p> While Apple’s year-over-year growth in market share was 3.5%, Samsung’s market share in the quarter grew 13.3%. Amazon recorded 20.3% growth in its market share.</p><p><blockquote>虽然苹果的市场份额同比增长3.5%，但三星本季度的市场份额增长了13.3%。亚马逊市场份额增长20.3%。</blockquote></p><p> <b>Why It Matters:</b>Consumer demand around tablets will slow much faster than Chromebooks or even the broader PC market, as per IDC. The ongoing component shortages and the reopening of schools in a few Asian countries are expected to contribute to the slowdown in tablet sales.</p><p><blockquote><b>为什么重要：</b>根据IDC的数据，消费者对平板电脑的需求将比Chromebooks甚至更广泛的PC市场放缓得更快。持续的组件短缺和一些亚洲国家学校的重新开放预计将导致平板电脑销售放缓。</blockquote></p><p> Apple&nbsp;unveiled&nbsp;refreshed iPad Pro models in April amid strong demand for the tablets as people continued to work and study from home due to the pandemic.</p><p><blockquote>由于疫情，人们继续在家工作和学习，对平板电脑的需求强劲，苹果在4月份推出了更新的iPad Pro型号。</blockquote></p><p> The iPad fetched revenues of&nbsp;$7.37 billion&nbsp;in Apple’s recent third quarter, up 11.9% year-over-year<b>.</b>However, component shortages are expected to serve as a drag in the future quarter.</p><p><blockquote>苹果最近第三季度iPad营收为73.7亿美元，同比增长11.9%<b>.</b>然而，零部件短缺预计将成为下一季度的拖累因素。</blockquote></p><p> It was&nbsp;reported&nbsp;in May that customers may have to wait longer to get the new high-end iPad Pro tablets due to continued supply chain constraints.</p><p><blockquote>据5月份报道，由于持续的供应链限制，客户可能需要等待更长时间才能获得新的高端iPad Pro平板电脑。</blockquote></p><p> <b>Price Action:</b>Apple’s shares closed almost 0.2% higher in Friday’s trading at $145.86.</p><p><blockquote><b>价格走势：</b>苹果股价周五收盘上涨近0.2%，至145.86美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","SSNLF":"三星电子","AMZN":"亚马逊","00992":"联想集团"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162506970","content_text":"Apple Inc.(NASDAQ:AAPL) continued to dominate the global tablet market in the second quarter, but rivals such as Amazon.com Inc.(NASDAQ:AMZN) and Samsung are seeing faster growth, according to data from IDC.\nWhat Happened: Apple shipped 12.9 million iPads in the second quarter of 2021 and accounted for 31.9% of the market share, according to IDC’s Worldwide Quarterly PCD Tracker.\nApple’s nearest rival, Samsung, shipped 8 million tablets in the quarter and held a 19.6% market share.Lenovo Group Limited(OTC:LNVGY) followed in the third position with 4.7 million units shipped, while Amazon.com was fourth with Fire tablet shipments of 4.3 million and a market share of 10.7%.\nWhile Apple’s year-over-year growth in market share was 3.5%, Samsung’s market share in the quarter grew 13.3%. Amazon recorded 20.3% growth in its market share.\nWhy It Matters:Consumer demand around tablets will slow much faster than Chromebooks or even the broader PC market, as per IDC. The ongoing component shortages and the reopening of schools in a few Asian countries are expected to contribute to the slowdown in tablet sales.\nApple unveiled refreshed iPad Pro models in April amid strong demand for the tablets as people continued to work and study from home due to the pandemic.\nThe iPad fetched revenues of $7.37 billion in Apple’s recent third quarter, up 11.9% year-over-year.However, component shortages are expected to serve as a drag in the future quarter.\nIt was reported in May that customers may have to wait longer to get the new high-end iPad Pro tablets due to continued supply chain constraints.\nPrice Action:Apple’s shares closed almost 0.2% higher in Friday’s trading at $145.86.","news_type":1,"symbols_score_info":{"SSNLF":0.9,"AAPL":0.9,"00992":0.9,"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":1860,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802341351,"gmtCreate":1627723941173,"gmtModify":1631883895655,"author":{"id":"3584325113965172","authorId":"3584325113965172","name":"6966df2b","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584325113965172","authorIdStr":"3584325113965172"},"themes":[],"htmlText":"Leave one comment&nbsp;//<a href=\"https://laohu8.com/U/3584325113965172\">@Iv50829922</a>:Like//<a href=\"https://laohu8.com/U/3584325113965172\">@Iv50829922</a>:Like","listText":"Leave one comment&nbsp;//<a href=\"https://laohu8.com/U/3584325113965172\">@Iv50829922</a>:Like//<a href=\"https://laohu8.com/U/3584325113965172\">@Iv50829922</a>:Like","text":"Leave one comment 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data from IDC.</p><p><blockquote><b>苹果公司。</b>（纳斯达克：AAPL）在第二季度继续主导全球平板电脑市场，但竞争对手如<b>亚马逊公司。</b>（纳斯达克：AMZN）和<b>三星</b>根据IDC的数据，增长速度更快。</blockquote></p><p> <b>What Happened</b>: Apple shipped 12.9 million iPads in the second quarter of 2021 and accounted for 31.9% of the market share, according to IDC’s Worldwide Quarterly PCD Tracker.</p><p><blockquote><b>发生了什么</b>：根据IDC的全球季度PCD跟踪数据，苹果在2021年第二季度出货了1290万台iPad，占据了31.9%的市场份额。</blockquote></p><p> Apple’s nearest rival, Samsung, shipped 8 million tablets in the quarter and held a 19.6% market share.<b>Lenovo Group</b>&nbsp;<b>Limited</b>(OTC:LNVGY) followed in the third position with 4.7 million units shipped, while Amazon.com was fourth with Fire tablet shipments of 4.3 million and a market share of 10.7%.</p><p><blockquote>苹果最接近的竞争对手三星本季度平板电脑出货量为800万台，占据19.6%的市场份额。<b>联想集团</b> <b>有限的</b>（OTC：LNVGY）以470万台的出货量位居第三，而亚马逊以430万台的Fire平板电脑出货量和10.7%的市场份额位居第四。</blockquote></p><p> While Apple’s year-over-year growth in market share was 3.5%, Samsung’s market share in the quarter grew 13.3%. Amazon recorded 20.3% growth in its market share.</p><p><blockquote>虽然苹果的市场份额同比增长3.5%，但三星本季度的市场份额增长了13.3%。亚马逊市场份额增长20.3%。</blockquote></p><p> <b>Why It Matters:</b>Consumer demand around tablets will slow much faster than Chromebooks or even the broader PC market, as per IDC. The ongoing component shortages and the reopening of schools in a few Asian countries are expected to contribute to the slowdown in tablet sales.</p><p><blockquote><b>为什么重要：</b>根据IDC的数据，消费者对平板电脑的需求将比Chromebooks甚至更广泛的PC市场放缓得更快。持续的组件短缺和一些亚洲国家学校的重新开放预计将导致平板电脑销售放缓。</blockquote></p><p> Apple&nbsp;unveiled&nbsp;refreshed iPad Pro models in April amid strong demand for the tablets as people continued to work and study from home due to the pandemic.</p><p><blockquote>由于疫情，人们继续在家工作和学习，对平板电脑的需求强劲，苹果在4月份推出了更新的iPad Pro型号。</blockquote></p><p> The iPad fetched revenues of&nbsp;$7.37 billion&nbsp;in Apple’s recent third quarter, up 11.9% year-over-year<b>.</b>However, component shortages are expected to serve as a drag in the future quarter.</p><p><blockquote>苹果最近第三季度iPad营收为73.7亿美元，同比增长11.9%<b>.</b>然而，零部件短缺预计将成为下一季度的拖累因素。</blockquote></p><p> It was&nbsp;reported&nbsp;in May that customers may have to wait longer to get the new high-end iPad Pro tablets due to continued supply chain constraints.</p><p><blockquote>据5月份报道，由于持续的供应链限制，客户可能需要等待更长时间才能获得新的高端iPad Pro平板电脑。</blockquote></p><p> <b>Price Action:</b>Apple’s shares closed almost 0.2% higher in Friday’s trading at $145.86.</p><p><blockquote><b>价格走势：</b>苹果股价周五收盘上涨近0.2%，至145.86美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Maintains Its Dominance Of Global Tablet Market But Amazon, Samsung Are Seeing Faster Growth<blockquote>苹果保持全球平板电脑市场主导地位，但亚马逊、三星增长更快</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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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\">\nApple Maintains Its Dominance Of Global Tablet Market But Amazon, Samsung Are Seeing Faster Growth<blockquote>苹果保持全球平板电脑市场主导地位，但亚马逊、三星增长更快</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-08-02 13:37</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>Apple Inc.</b>(NASDAQ:AAPL) continued to dominate the global tablet market in the second quarter, but rivals such as&nbsp;<b>Amazon.com Inc.</b>(NASDAQ:AMZN) and&nbsp;<b>Samsung</b>&nbsp;are seeing faster growth, according to data from IDC.</p><p><blockquote><b>苹果公司。</b>（纳斯达克：AAPL）在第二季度继续主导全球平板电脑市场，但竞争对手如<b>亚马逊公司。</b>（纳斯达克：AMZN）和<b>三星</b>根据IDC的数据，增长速度更快。</blockquote></p><p> <b>What Happened</b>: Apple shipped 12.9 million iPads in the second quarter of 2021 and accounted for 31.9% of the market share, according to IDC’s Worldwide Quarterly PCD Tracker.</p><p><blockquote><b>发生了什么</b>：根据IDC的全球季度PCD跟踪数据，苹果在2021年第二季度出货了1290万台iPad，占据了31.9%的市场份额。</blockquote></p><p> Apple’s nearest rival, Samsung, shipped 8 million tablets in the quarter and held a 19.6% market share.<b>Lenovo Group</b>&nbsp;<b>Limited</b>(OTC:LNVGY) followed in the third position with 4.7 million units shipped, while Amazon.com was fourth with Fire tablet shipments of 4.3 million and a market share of 10.7%.</p><p><blockquote>苹果最接近的竞争对手三星本季度平板电脑出货量为800万台，占据19.6%的市场份额。<b>联想集团</b> <b>有限的</b>（OTC：LNVGY）以470万台的出货量位居第三，而亚马逊以430万台的Fire平板电脑出货量和10.7%的市场份额位居第四。</blockquote></p><p> While Apple’s year-over-year growth in market share was 3.5%, Samsung’s market share in the quarter grew 13.3%. Amazon recorded 20.3% growth in its market share.</p><p><blockquote>虽然苹果的市场份额同比增长3.5%，但三星本季度的市场份额增长了13.3%。亚马逊市场份额增长20.3%。</blockquote></p><p> <b>Why It Matters:</b>Consumer demand around tablets will slow much faster than Chromebooks or even the broader PC market, as per IDC. The ongoing component shortages and the reopening of schools in a few Asian countries are expected to contribute to the slowdown in tablet sales.</p><p><blockquote><b>为什么重要：</b>根据IDC的数据，消费者对平板电脑的需求将比Chromebooks甚至更广泛的PC市场放缓得更快。持续的组件短缺和一些亚洲国家学校的重新开放预计将导致平板电脑销售放缓。</blockquote></p><p> Apple&nbsp;unveiled&nbsp;refreshed iPad Pro models in April amid strong demand for the tablets as people continued to work and study from home due to the pandemic.</p><p><blockquote>由于疫情，人们继续在家工作和学习，对平板电脑的需求强劲，苹果在4月份推出了更新的iPad Pro型号。</blockquote></p><p> The iPad fetched revenues of&nbsp;$7.37 billion&nbsp;in Apple’s recent third quarter, up 11.9% year-over-year<b>.</b>However, component shortages are expected to serve as a drag in the future quarter.</p><p><blockquote>苹果最近第三季度iPad营收为73.7亿美元，同比增长11.9%<b>.</b>然而，零部件短缺预计将成为下一季度的拖累因素。</blockquote></p><p> It was&nbsp;reported&nbsp;in May that customers may have to wait longer to get the new high-end iPad Pro tablets due to continued supply chain constraints.</p><p><blockquote>据5月份报道，由于持续的供应链限制，客户可能需要等待更长时间才能获得新的高端iPad Pro平板电脑。</blockquote></p><p> <b>Price Action:</b>Apple’s shares closed almost 0.2% higher in Friday’s trading at $145.86.</p><p><blockquote><b>价格走势：</b>苹果股价周五收盘上涨近0.2%，至145.86美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","SSNLF":"三星电子","AMZN":"亚马逊","00992":"联想集团"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162506970","content_text":"Apple Inc.(NASDAQ:AAPL) continued to dominate the global tablet market in the second quarter, but rivals such as Amazon.com Inc.(NASDAQ:AMZN) and Samsung are seeing faster growth, according to data from IDC.\nWhat Happened: Apple shipped 12.9 million iPads in the second quarter of 2021 and accounted for 31.9% of the market share, according to IDC’s Worldwide Quarterly PCD Tracker.\nApple’s nearest rival, Samsung, shipped 8 million tablets in the quarter and held a 19.6% market share.Lenovo Group Limited(OTC:LNVGY) followed in the third position with 4.7 million units shipped, while Amazon.com was fourth with Fire tablet shipments of 4.3 million and a market share of 10.7%.\nWhile Apple’s year-over-year growth in market share was 3.5%, Samsung’s market share in the quarter grew 13.3%. Amazon recorded 20.3% growth in its market share.\nWhy It Matters:Consumer demand around tablets will slow much faster than Chromebooks or even the broader PC market, as per IDC. The ongoing component shortages and the reopening of schools in a few Asian countries are expected to contribute to the slowdown in tablet sales.\nApple unveiled refreshed iPad Pro models in April amid strong demand for the tablets as people continued to work and study from home due to the pandemic.\nThe iPad fetched revenues of $7.37 billion in Apple’s recent third quarter, up 11.9% year-over-year.However, component shortages are expected to serve as a drag in the future quarter.\nIt was reported in May that customers may have to wait longer to get the new high-end iPad Pro tablets due to continued supply chain constraints.\nPrice Action:Apple’s shares closed almost 0.2% higher in Friday’s trading at $145.86.","news_type":1,"symbols_score_info":{"SSNLF":0.9,"AAPL":0.9,"00992":0.9,"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":1860,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122591086,"gmtCreate":1624626748945,"gmtModify":1633950378702,"author":{"id":"3584325113965172","authorId":"3584325113965172","name":"6966df2b","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584325113965172","authorIdStr":"3584325113965172"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/122591086","repostId":"1115527757","repostType":4,"isVote":1,"tweetType":1,"viewCount":500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834916684,"gmtCreate":1629766560648,"gmtModify":1631890570161,"author":{"id":"3584325113965172","authorId":"3584325113965172","name":"6966df2b","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584325113965172","authorIdStr":"3584325113965172"},"themes":[],"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/834916684","repostId":"2161777891","repostType":4,"isVote":1,"tweetType":1,"viewCount":2676,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":153853020,"gmtCreate":1625018430760,"gmtModify":1633945788196,"author":{"id":"3584325113965172","authorId":"3584325113965172","name":"6966df2b","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584325113965172","authorIdStr":"3584325113965172"},"themes":[],"htmlText":"Tttty","listText":"Tttty","text":"Tttty","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/153853020","repostId":"1187567340","repostType":4,"repost":{"id":"1187567340","kind":"news","pubTimestamp":1625017360,"share":"https://www.laohu8.com/m/news/1187567340?lang=zh_CN&edition=full","pubTime":"2021-06-30 09:42","market":"us","language":"en","title":"Housing Prices Are Going Up. Must They Crash?<blockquote>房价在上涨。他们一定要崩溃吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1187567340","media":"Barrons","summary":"There are many reports of homebuyers getting into bidding wars and many cities where home prices hav","content":"<p>There are&nbsp;many&nbsp;reports&nbsp;of homebuyers getting into bidding wars and many cities where home prices have&nbsp;appreciated&nbsp;by well more than 10% over the past year. This naturally leads to a concern about market volatility: Must what goes up comedown? Are werepeatingthe excesses of the early 2000s, when housing prices surged before the market crashed?</p><p><blockquote>有许多报道称购房者陷入了竞购战，许多城市的房价在过去一年中上涨了10%以上。这自然会引发对市场波动的担忧：上涨的东西一定会下跌吗？我们是否正在经历21世纪初的过度行为，当时房价在市场崩溃之前飙升？</blockquote></p><p> Some&nbsp;analysts&nbsp;argue that this time, it’s even less likely that prices will fall.Inventoriesof new homes for sale are very low, and lending standards are much tighter than in 2005. This is true. In fact, the ground is even firmer than it seems.</p><p><blockquote>一些分析师认为，这一次，价格下跌的可能性更小。待售新房库存非常低，贷款标准也比2005年严格得多。这是真的。事实上，地面比看起来更坚固。</blockquote></p><p> New home inventories were very high before the Great Recession. Today, they are closer to the level that has been common for decades. The portion of&nbsp;inventory&nbsp;built and ready for move-in is especially low because of supply chain interruptions combined with a sudden boost of demand during the coronavirus pandemic. We shouldn’t worry much about a crash when buyers are eagerly snapping up the available homes.</p><p><blockquote>在大衰退之前，新房库存非常高。如今，它们更接近几十年来普遍存在的水平。由于供应链中断，加上冠状病毒大流行期间需求突然增加，已建成并准备入住的库存比例特别低。当买家急切地抢购可用房屋时，我们不应该太担心崩盘。</blockquote></p><p> Yet there’s another reason to believe a housing crash is unlikely: Even the high level of inventory in 2005 wasn’t nearly as speculative as most people think. Understanding why will help us interpret today’s market.</p><p><blockquote>然而，还有另一个理由相信房地产崩盘不太可能发生：即使是2005年的高库存水平也远不像大多数人想象的那样具有投机性。理解原因将有助于我们解读今天的市场。</blockquote></p><p> In&nbsp;2005, homes were being built because sales were high, and sales were high in parts of the country where demand was strong. Builders were conservatively scaling their inventories with rising sales. The same is true today.</p><p><blockquote>2005年，房屋正在建造，因为销量很高，而且在该国需求强劲的部分地区销量很高。随着销售额的增长，建筑商保守地扩大了库存。今天也是如此。</blockquote></p><p> Frequently, analysts&nbsp;cite&nbsp;the sharp rise in months of inventory—the number of months it will take to sell the current supply of homes being constructed for sale, at the current sales rate—as evidence of overzealous building during the last boom. But timing is key here. Decades of experience tell a clear story: Months of inventory is mostly a function of sales rather than builder speculation. When sales are strong, homes are turning over, and months of inventory tend to stay low. When sales quickly decline, builders tend to be left with unexpectedly high inventory.</p><p><blockquote>分析师经常引用库存月数的急剧上升——以当前的销售速度出售当前待售房屋供应所需的月数——作为上一次繁荣期间过度建筑的证据。但是时机是关键。几十年的经验告诉我们一个清晰的故事：几个月的库存主要是销售的函数，而不是建筑商的投机。当销售强劲时，房屋就会周转，几个月的库存往往会保持在较低水平。当销售迅速下降时，建筑商往往会留下出乎意料的高库存。</blockquote></p><p> From the late 1990s all the way up to the peak of new home sales in mid-2005,inventory&nbsp;was at historic lows, with about four months’ worth remaining. Of course, builders were creating more inventory to match growing sales, but it was barely enough to keep up with demand, so the number held fairly constant. Then, as economic growth started to slow, a deep drop in sales coincided with a sharp rise in months of inventory.</p><p><blockquote>从20世纪90年代末一直到2005年中期新房销售高峰，库存处于历史低点，还剩大约四个月的价值。当然，建筑商正在创造更多的库存来匹配不断增长的销售，但这几乎不足以满足需求，因此数量保持相当稳定。然后，随着经济增长开始放缓，销售额大幅下降的同时，几个月的库存急剧上升。</blockquote></p><p> Today, there are also about four months of inventory, and sales are around the same level as they were in the late 1990s. So, while it’s easy to look at on-the-ground activity and conclude that low inventory could cause bidding wars among buyers, we need to remember that buyers are really driving inventory more than the other way around. In other words, builders decide to create new homes when demand is high from buyers. If demand suddenly dries up, builders can’t suddenly make the inventory of homes under construction disappear.</p><p><blockquote>如今，也有大约四个月的库存，销售额与20世纪90年代末大致相同。因此，虽然很容易从实地活动中得出结论，低库存可能会导致买家之间的竞购战，但我们需要记住，买家实际上更多地推动了库存，而不是相反。换句话说，当买家需求高时，建筑商决定建造新房。如果需求突然枯竭，建筑商不可能突然让在建房屋库存消失。</blockquote></p><p> Demand for new homes is something over which federal policy&nbsp;makers actually have some control. The Federal Reserve and other federal regulators should aim to avoid sharp declines in sales. The Fed can do this by raising or lowering interest rates, changing the money supply, and targeting changes in prices and nominal economic activity. Federal regulators can make sure that stable lending conditions are maintained, or not.One reasonthe Great Recession was so bad was that Federal Reserve officials and other federal regulators, generally responding to public sentiment, washed their hands of the horrendous collapse in sales and left homebuilders and sellers out to dry.</p><p><blockquote>对新房的需求实际上是联邦政策制定者可以控制的。美联储和其他联邦监管机构的目标应该是避免销售额急剧下降。美联储可以通过提高或降低利率、改变货币供应量以及针对价格和名义经济活动的变化来做到这一点。联邦监管机构可以确保维持稳定的贷款条件，也可以不维持。大衰退如此严重的原因之一是，美联储官员和其他联邦监管机构通常会对公众情绪做出反应，对销售的可怕崩溃置之不理，让房屋建筑商和卖家束手无策。</blockquote></p><p> But even in that worst-case scenario, the 2000s market was much more resilient than it seemed. In July 2005, when buyers backed off and months of inventory started to surge, the median U.S. home price was $198,000, according toZillow. In July 2008, when months of inventory was near its peak, it was still at $199,000.</p><p><blockquote>但即使在最坏的情况下，2000年代的市场也比看起来要有弹性得多。根据Zillow的数据，2005年7月，当买家退出、数月库存开始激增时，美国房价中位数为198,000美元。2008年7月，当数月库存接近峰值时，仍为19.9万美元。</blockquote></p><p> At the&nbsp;June 2006&nbsp;Federal Reserve meeting, Ben Bernanke said, “It is a good thing that housing is cooling. If we could wave a magic wand and reinstate 2005, we wouldn’t want to do that.” It’s notable that Jerome Powell, who today holds Bernanke’s former position as Fed chair, isn’t openly pining for a “cooler” housing market.</p><p><blockquote>在2006年6月的美联储会议上，本·伯南克说：“住房正在降温是一件好事。如果我们能挥动魔杖，恢复2005年，我们就不会想这么做了。”值得注意的是，如今接替伯南克担任美联储主席的杰罗姆·鲍威尔并没有公开渴望房地产市场“降温”。</blockquote></p><p> There is a common belief that before the Great Recession, homebuyers were taken in by themyththat home prices never go down, and they became complacent. Those buyers turned out to be wrong. Yet, even when a concerted effort to kill housing markets succeeded, we had to beat them into submission for three full years before prices relented. Home prices can go down, but we have to work very hard, together, for a long time, to make them fall.</p><p><blockquote>人们普遍认为，在大衰退之前，购房者被房价永远不会下跌的神话所迷惑，他们变得自满。事实证明，那些买家错了。然而，即使扼杀房地产市场的共同努力取得了成功，我们也必须在价格回落之前整整三年的时间里击败他们。房价可以下跌，但我们必须非常努力，一起，在很长一段时间内，让它们下跌。</blockquote></p><p></p><p> If you are a buyer in a hot market where home prices are 30% higher than they were a year ago, you’re getting a 30% worse deal than you could have had back then. Nothing can be done about that. That said, the main things to be concerned with are the factors federal policymakers are in control of. There is little reason to expect housing demand to collapse. If it does, it will require communal intention—federal monetary and credit policies meant to create or accept a sharp drop in demand. And even if federal officials intend for housing construction to collapse, history suggests that a market contraction would push new sales down deeply for an extended period of time before prices relent.</p><p><blockquote>如果你是一个房价比一年前高出30%的热门市场的买家，那么你得到的交易比当时糟糕30%。对此无能为力。也就是说，主要需要关注的是联邦政策制定者控制的因素。几乎没有理由预计住房需求会崩溃。如果是这样，它将需要公共意图——旨在创造或接受需求急剧下降的联邦货币和信贷政策。即使联邦官员打算让住房建设崩溃，历史表明，在价格回落之前，市场收缩也会在很长一段时间内导致新销售大幅下降。</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>Housing Prices Are Going Up. Must They Crash?<blockquote>房价在上涨。他们一定要崩溃吗？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHousing Prices Are Going Up. Must They Crash?<blockquote>房价在上涨。他们一定要崩溃吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-06-30 09:42</span>\n</p>\n</h4>\n</header>\n<article>\n<p>There are&nbsp;many&nbsp;reports&nbsp;of homebuyers getting into bidding wars and many cities where home prices have&nbsp;appreciated&nbsp;by well more than 10% over the past year. This naturally leads to a concern about market volatility: Must what goes up comedown? Are werepeatingthe excesses of the early 2000s, when housing prices surged before the market crashed?</p><p><blockquote>有许多报道称购房者陷入了竞购战，许多城市的房价在过去一年中上涨了10%以上。这自然会引发对市场波动的担忧：上涨的东西一定会下跌吗？我们是否正在经历21世纪初的过度行为，当时房价在市场崩溃之前飙升？</blockquote></p><p> Some&nbsp;analysts&nbsp;argue that this time, it’s even less likely that prices will fall.Inventoriesof new homes for sale are very low, and lending standards are much tighter than in 2005. This is true. In fact, the ground is even firmer than it seems.</p><p><blockquote>一些分析师认为，这一次，价格下跌的可能性更小。待售新房库存非常低，贷款标准也比2005年严格得多。这是真的。事实上，地面比看起来更坚固。</blockquote></p><p> New home inventories were very high before the Great Recession. Today, they are closer to the level that has been common for decades. The portion of&nbsp;inventory&nbsp;built and ready for move-in is especially low because of supply chain interruptions combined with a sudden boost of demand during the coronavirus pandemic. We shouldn’t worry much about a crash when buyers are eagerly snapping up the available homes.</p><p><blockquote>在大衰退之前，新房库存非常高。如今，它们更接近几十年来普遍存在的水平。由于供应链中断，加上冠状病毒大流行期间需求突然增加，已建成并准备入住的库存比例特别低。当买家急切地抢购可用房屋时，我们不应该太担心崩盘。</blockquote></p><p> Yet there’s another reason to believe a housing crash is unlikely: Even the high level of inventory in 2005 wasn’t nearly as speculative as most people think. Understanding why will help us interpret today’s market.</p><p><blockquote>然而，还有另一个理由相信房地产崩盘不太可能发生：即使是2005年的高库存水平也远不像大多数人想象的那样具有投机性。理解原因将有助于我们解读今天的市场。</blockquote></p><p> In&nbsp;2005, homes were being built because sales were high, and sales were high in parts of the country where demand was strong. Builders were conservatively scaling their inventories with rising sales. The same is true today.</p><p><blockquote>2005年，房屋正在建造，因为销量很高，而且在该国需求强劲的部分地区销量很高。随着销售额的增长，建筑商保守地扩大了库存。今天也是如此。</blockquote></p><p> Frequently, analysts&nbsp;cite&nbsp;the sharp rise in months of inventory—the number of months it will take to sell the current supply of homes being constructed for sale, at the current sales rate—as evidence of overzealous building during the last boom. But timing is key here. Decades of experience tell a clear story: Months of inventory is mostly a function of sales rather than builder speculation. When sales are strong, homes are turning over, and months of inventory tend to stay low. When sales quickly decline, builders tend to be left with unexpectedly high inventory.</p><p><blockquote>分析师经常引用库存月数的急剧上升——以当前的销售速度出售当前待售房屋供应所需的月数——作为上一次繁荣期间过度建筑的证据。但是时机是关键。几十年的经验告诉我们一个清晰的故事：几个月的库存主要是销售的函数，而不是建筑商的投机。当销售强劲时，房屋就会周转，几个月的库存往往会保持在较低水平。当销售迅速下降时，建筑商往往会留下出乎意料的高库存。</blockquote></p><p> From the late 1990s all the way up to the peak of new home sales in mid-2005,inventory&nbsp;was at historic lows, with about four months’ worth remaining. Of course, builders were creating more inventory to match growing sales, but it was barely enough to keep up with demand, so the number held fairly constant. Then, as economic growth started to slow, a deep drop in sales coincided with a sharp rise in months of inventory.</p><p><blockquote>从20世纪90年代末一直到2005年中期新房销售高峰，库存处于历史低点，还剩大约四个月的价值。当然，建筑商正在创造更多的库存来匹配不断增长的销售，但这几乎不足以满足需求，因此数量保持相当稳定。然后，随着经济增长开始放缓，销售额大幅下降的同时，几个月的库存急剧上升。</blockquote></p><p> Today, there are also about four months of inventory, and sales are around the same level as they were in the late 1990s. So, while it’s easy to look at on-the-ground activity and conclude that low inventory could cause bidding wars among buyers, we need to remember that buyers are really driving inventory more than the other way around. In other words, builders decide to create new homes when demand is high from buyers. If demand suddenly dries up, builders can’t suddenly make the inventory of homes under construction disappear.</p><p><blockquote>如今，也有大约四个月的库存，销售额与20世纪90年代末大致相同。因此，虽然很容易从实地活动中得出结论，低库存可能会导致买家之间的竞购战，但我们需要记住，买家实际上更多地推动了库存，而不是相反。换句话说，当买家需求高时，建筑商决定建造新房。如果需求突然枯竭，建筑商不可能突然让在建房屋库存消失。</blockquote></p><p> Demand for new homes is something over which federal policy&nbsp;makers actually have some control. The Federal Reserve and other federal regulators should aim to avoid sharp declines in sales. The Fed can do this by raising or lowering interest rates, changing the money supply, and targeting changes in prices and nominal economic activity. Federal regulators can make sure that stable lending conditions are maintained, or not.One reasonthe Great Recession was so bad was that Federal Reserve officials and other federal regulators, generally responding to public sentiment, washed their hands of the horrendous collapse in sales and left homebuilders and sellers out to dry.</p><p><blockquote>对新房的需求实际上是联邦政策制定者可以控制的。美联储和其他联邦监管机构的目标应该是避免销售额急剧下降。美联储可以通过提高或降低利率、改变货币供应量以及针对价格和名义经济活动的变化来做到这一点。联邦监管机构可以确保维持稳定的贷款条件，也可以不维持。大衰退如此严重的原因之一是，美联储官员和其他联邦监管机构通常会对公众情绪做出反应，对销售的可怕崩溃置之不理，让房屋建筑商和卖家束手无策。</blockquote></p><p> But even in that worst-case scenario, the 2000s market was much more resilient than it seemed. In July 2005, when buyers backed off and months of inventory started to surge, the median U.S. home price was $198,000, according toZillow. In July 2008, when months of inventory was near its peak, it was still at $199,000.</p><p><blockquote>但即使在最坏的情况下，2000年代的市场也比看起来要有弹性得多。根据Zillow的数据，2005年7月，当买家退出、数月库存开始激增时，美国房价中位数为198,000美元。2008年7月，当数月库存接近峰值时，仍为19.9万美元。</blockquote></p><p> At the&nbsp;June 2006&nbsp;Federal Reserve meeting, Ben Bernanke said, “It is a good thing that housing is cooling. If we could wave a magic wand and reinstate 2005, we wouldn’t want to do that.” It’s notable that Jerome Powell, who today holds Bernanke’s former position as Fed chair, isn’t openly pining for a “cooler” housing market.</p><p><blockquote>在2006年6月的美联储会议上，本·伯南克说：“住房正在降温是一件好事。如果我们能挥动魔杖，恢复2005年，我们就不会想这么做了。”值得注意的是，如今接替伯南克担任美联储主席的杰罗姆·鲍威尔并没有公开渴望房地产市场“降温”。</blockquote></p><p> There is a common belief that before the Great Recession, homebuyers were taken in by themyththat home prices never go down, and they became complacent. Those buyers turned out to be wrong. Yet, even when a concerted effort to kill housing markets succeeded, we had to beat them into submission for three full years before prices relented. Home prices can go down, but we have to work very hard, together, for a long time, to make them fall.</p><p><blockquote>人们普遍认为，在大衰退之前，购房者被房价永远不会下跌的神话所迷惑，他们变得自满。事实证明，那些买家错了。然而，即使扼杀房地产市场的共同努力取得了成功，我们也必须在价格回落之前整整三年的时间里击败他们。房价可以下跌，但我们必须非常努力，一起，在很长一段时间内，让它们下跌。</blockquote></p><p></p><p> If you are a buyer in a hot market where home prices are 30% higher than they were a year ago, you’re getting a 30% worse deal than you could have had back then. Nothing can be done about that. That said, the main things to be concerned with are the factors federal policymakers are in control of. There is little reason to expect housing demand to collapse. If it does, it will require communal intention—federal monetary and credit policies meant to create or accept a sharp drop in demand. And even if federal officials intend for housing construction to collapse, history suggests that a market contraction would push new sales down deeply for an extended period of time before prices relent.</p><p><blockquote>如果你是一个房价比一年前高出30%的热门市场的买家，那么你得到的交易比当时糟糕30%。对此无能为力。也就是说，主要需要关注的是联邦政策制定者控制的因素。几乎没有理由预计住房需求会崩溃。如果是这样，它将需要公共意图——旨在创造或接受需求急剧下降的联邦货币和信贷政策。即使联邦官员打算让住房建设崩溃，历史表明，在价格回落之前，市场收缩也会在很长一段时间内导致新销售大幅下降。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/housing-prices-market-crash-51624912461?siteid=yhoof2\">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":{".SPX":"S&P 500 Index"},"source_url":"https://www.barrons.com/articles/housing-prices-market-crash-51624912461?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187567340","content_text":"There are many reports of homebuyers getting into bidding wars and many cities where home prices have appreciated by well more than 10% over the past year. This naturally leads to a concern about market volatility: Must what goes up comedown? Are werepeatingthe excesses of the early 2000s, when housing prices surged before the market crashed?\nSome analysts argue that this time, it’s even less likely that prices will fall.Inventoriesof new homes for sale are very low, and lending standards are much tighter than in 2005. This is true. In fact, the ground is even firmer than it seems.\nNew home inventories were very high before the Great Recession. Today, they are closer to the level that has been common for decades. The portion of inventory built and ready for move-in is especially low because of supply chain interruptions combined with a sudden boost of demand during the coronavirus pandemic. We shouldn’t worry much about a crash when buyers are eagerly snapping up the available homes.\nYet there’s another reason to believe a housing crash is unlikely: Even the high level of inventory in 2005 wasn’t nearly as speculative as most people think. Understanding why will help us interpret today’s market.\nIn 2005, homes were being built because sales were high, and sales were high in parts of the country where demand was strong. Builders were conservatively scaling their inventories with rising sales. The same is true today.\nFrequently, analysts cite the sharp rise in months of inventory—the number of months it will take to sell the current supply of homes being constructed for sale, at the current sales rate—as evidence of overzealous building during the last boom. But timing is key here. Decades of experience tell a clear story: Months of inventory is mostly a function of sales rather than builder speculation. When sales are strong, homes are turning over, and months of inventory tend to stay low. When sales quickly decline, builders tend to be left with unexpectedly high inventory.\nFrom the late 1990s all the way up to the peak of new home sales in mid-2005,inventory was at historic lows, with about four months’ worth remaining. Of course, builders were creating more inventory to match growing sales, but it was barely enough to keep up with demand, so the number held fairly constant. Then, as economic growth started to slow, a deep drop in sales coincided with a sharp rise in months of inventory.\nToday, there are also about four months of inventory, and sales are around the same level as they were in the late 1990s. So, while it’s easy to look at on-the-ground activity and conclude that low inventory could cause bidding wars among buyers, we need to remember that buyers are really driving inventory more than the other way around. In other words, builders decide to create new homes when demand is high from buyers. If demand suddenly dries up, builders can’t suddenly make the inventory of homes under construction disappear.\nDemand for new homes is something over which federal policy makers actually have some control. The Federal Reserve and other federal regulators should aim to avoid sharp declines in sales. The Fed can do this by raising or lowering interest rates, changing the money supply, and targeting changes in prices and nominal economic activity. Federal regulators can make sure that stable lending conditions are maintained, or not.One reasonthe Great Recession was so bad was that Federal Reserve officials and other federal regulators, generally responding to public sentiment, washed their hands of the horrendous collapse in sales and left homebuilders and sellers out to dry.\nBut even in that worst-case scenario, the 2000s market was much more resilient than it seemed. In July 2005, when buyers backed off and months of inventory started to surge, the median U.S. home price was $198,000, according toZillow. In July 2008, when months of inventory was near its peak, it was still at $199,000.\nAt the June 2006 Federal Reserve meeting, Ben Bernanke said, “It is a good thing that housing is cooling. If we could wave a magic wand and reinstate 2005, we wouldn’t want to do that.” It’s notable that Jerome Powell, who today holds Bernanke’s former position as Fed chair, isn’t openly pining for a “cooler” housing market.\nThere is a common belief that before the Great Recession, homebuyers were taken in by themyththat home prices never go down, and they became complacent. Those buyers turned out to be wrong. Yet, even when a concerted effort to kill housing markets succeeded, we had to beat them into submission for three full years before prices relented. Home prices can go down, but we have to work very hard, together, for a long time, to make them fall.\nIf you are a buyer in a hot market where home prices are 30% higher than they were a year ago, you’re getting a 30% worse deal than you could have had back then. Nothing can be done about that. That said, the main things to be concerned with are the factors federal policymakers are in control of. There is little reason to expect housing demand to collapse. If it does, it will require communal intention—federal monetary and credit policies meant to create or accept a sharp drop in demand. And even if federal officials intend for housing construction to collapse, history suggests that a market contraction would push new sales down deeply for an extended period of time before prices relent.","news_type":1,"symbols_score_info":{".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":128514403,"gmtCreate":1624523411102,"gmtModify":1634004899355,"author":{"id":"3584325113965172","authorId":"3584325113965172","name":"6966df2b","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584325113965172","authorIdStr":"3584325113965172"},"themes":[],"htmlText":"Comments","listText":"Comments","text":"Comments","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/128514403","repostId":"1163532273","repostType":4,"isVote":1,"tweetType":1,"viewCount":533,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164139351,"gmtCreate":1624178318273,"gmtModify":1634009746482,"author":{"id":"3584325113965172","authorId":"3584325113965172","name":"6966df2b","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584325113965172","authorIdStr":"3584325113965172"},"themes":[],"htmlText":"Comments","listText":"Comments","text":"Comments","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/164139351","repostId":"1199331995","repostType":4,"isVote":1,"tweetType":1,"viewCount":453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185923981,"gmtCreate":1623630992343,"gmtModify":1634031020734,"author":{"id":"3584325113965172","authorId":"3584325113965172","name":"6966df2b","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584325113965172","authorIdStr":"3584325113965172"},"themes":[],"htmlText":"Response","listText":"Response","text":"Response","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/185923981","repostId":"2143785622","repostType":4,"isVote":1,"tweetType":1,"viewCount":439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890428964,"gmtCreate":1628129147258,"gmtModify":1631890570204,"author":{"id":"3584325113965172","authorId":"3584325113965172","name":"6966df2b","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584325113965172","authorIdStr":"3584325113965172"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/890428964","repostId":"1179402387","repostType":4,"repost":{"id":"1179402387","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":1628120638,"share":"https://www.laohu8.com/m/news/1179402387?lang=zh_CN&edition=full","pubTime":"2021-08-05 07:43","market":"us","language":"en","title":"Toplines After Hours US Market on Wednesday<blockquote>周三美国市场盘后顶线</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1179402387","media":"Tiger Newspress","summary":"Futures contracts tied to the major U.S. equity indexes were little changed at the start of the over","content":"<p>Futures contracts tied to the major U.S. equity indexes were little changed at the start of the overnight session Wednesday evening as Wall Street looked to improve upon a mixed week.</p><p><blockquote>周三晚间隔夜交易开始时，与美国主要股指相关的期货合约几乎没有变化，因为华尔街希望在涨跌互现的一周中有所改善。</blockquote></p><p> At 7:30&nbsp;p.m. ET, Dow e-minis were up 19 points, or 0.05%, S&amp;P 500 e-minis were up 2.25 points, or 0.05%, and Nasdaq 100 e-minis were down 7.50 points, or 0.05%.</p><p><blockquote>晚上七点半。ET，道指e-minis上涨19点，涨幅0.05%，标普500 e-minis上涨2.25点，涨幅0.05%，纳斯达克100 e-minis下跌7.50点，涨幅0.05%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/15029cdb3b40554099587488dcc610a7\" tg-width=\"1080\" tg-height=\"384\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>Stocks making biggest moves after hours: Etsy, Electronic Arts, Roku &amp; more</b></p><p><blockquote><b>盘后涨幅最大的股票：Etsy、艺电、Roku等</b></blockquote></p><p> <a href=\"https://laohu8.com/S/FSLY\">Fastly, Inc.</a> (NYSE: FSLY)19.3% LOWER; reported Q2 EPS of ($0.15), $0.02 better than the analyst estimate of ($0.17). Revenue for the quarter came in at $85 million versus the consensus estimate of $85.73 million. Fastly, Inc. sees Q3 2021 EPS of ($0.21)-($0.18), versus the consensus of ($0.09). Fastly, Inc. sees Q3 2021 revenue of $82-85 million, versus the consensus of $98.02 million. Fastly, Inc. sees FY2021 EPS of ($0.65)-($0.57), versus the consensus of ($0.43). Fastly, Inc. sees FY2021 revenue of $340-350 million, versus the consensus of $382.34 million.</p><p><blockquote><a href=\"https://laohu8.com/S/FSLY\">法斯特利公司。</a>（纽约证券交易所股票代码：FSLY）下跌19.3%；报告第二季度每股收益为（0.15美元），比分析师预期的（0.17美元）高出0.02美元。该季度收入为8500万美元，而市场普遍预期为8573万美元。Fastly，Inc.预计2021年第三季度每股收益为（0.21美元）-（0.18美元），而市场普遍预期为（0.09美元）。Fastly，Inc.预计2021年第三季度收入为82-8500万美元，而市场普遍预期为9802万美元。Fastly，Inc.预计2021财年每股收益为（0.65美元）-（0.57美元），而市场普遍预期为（0.43美元）。Fastly，Inc.预计2021财年收入为3.40-3.5亿美元，而市场普遍预期为3.8234亿美元。</blockquote></p><p> Ping Identity (NYSE: PING) 13.2% HIGHER; reported Q2 EPS of $0.11, $0.07 better than the analyst estimate of $0.04. Revenue for the quarter came in at $78.9 million versus the consensus estimate of $66.09 million. Ping Identity sees Q3 2021 revenue of $65-70 million, versus the consensus of $65.1 million. Ping Identity sees FY2021 revenue of $278-285 million, versus the consensus of $269.3 million.</p><p><blockquote>Ping Identity(NYSE：PING)上涨13.2%；报告第二季度每股收益为0.11美元，比分析师预期的0.04美元好0.07美元。该季度营收为7890万美元，而市场普遍预期为6609万美元。Ping Identity预计2021年第三季度收入为65-7000万美元，而市场普遍预期为6510万美元。Ping Identity预计2021财年收入为2.78-2.85亿美元，而市场普遍预期为2.693亿美元。</blockquote></p><p> Etsy (NASDAQ: ETSY)13.7% LOWER; reported Q2 revenue $528.9 million versus the consensus estimate of $524.84 million. Consolidated GMS was $3.0 billion, up 13.1% year-over-year; while Etsy marketplace GMS was $2.8 billion, up 14.2% year-over-year. Etsy sees Q3 2021 revenue of $500-525 million, versus the consensus of $524.91 million.</p><p><blockquote>Etsy（纳斯达克：ETSY）下跌13.7%；报告第二季度收入为5.289亿美元，而市场普遍预期为5.2484亿美元。综合GMS为30亿美元，同比增长13.1%；而Etsy marketplace GMS为28亿美元，同比增长14.2%。Etsy预计2021年第三季度收入为500-5.25亿美元，而市场普遍预期为5.2491亿美元。</blockquote></p><p> PetIQ, Inc. (NASDAQ: PETQ)11.7% LOWER; reported Q2 EPS of $0.14, $0.59 worse than the analyst estimate of $0.73. Revenue for the quarter came in at $271 million versus the consensus estimate of $304.72 million.</p><p><blockquote>PetIQ公司（纳斯达克：PETQ）下跌11.7%；报告第二季度每股收益为0.14美元，比分析师预期的0.73美元差0.59美元。该季度营收为2.71亿美元，而市场普遍预期为3.0472亿美元。</blockquote></p><p> Lemonade (NYSE: LMND) 9.1% LOWER; reported Q2 EPS of ($0.90), $0.01 worse than the analyst estimate of ($0.89). Revenue for the quarter came in at $28.2 million versus the consensus estimate of $26.8 million. Lemonade sees Q3 2021 revenue of $32.5-33.5 million, versus the consensus of $32.32 million. Lemonade sees FY2021 revenue of $123-125 million, versus the consensus of $118.94 million.</p><p><blockquote>柠檬水(NYSE：LMND)下跌9.1%；报告第二季度每股收益为（0.90美元），比分析师预期的（0.89美元）差0.01美元。该季度收入为2820万美元，而市场普遍预期为2680万美元。Lemonade预计2021年第三季度收入为32.5-3350万美元，而市场普遍预期为3232万美元。Lemonade预计2021财年收入为123-1.25亿美元，而市场普遍预期为1.1894亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/MAXR\">Maxar Technologies Ltd.</a> (NYSE: MAXR)10.9% LOWER; reported Q2 EPS of $0.60, $0.46 worse than the analyst estimate of $1.06. Revenue for the quarter came in at $473 million versus the consensus estimate of $560.3 million.</p><p><blockquote><a href=\"https://laohu8.com/S/MAXR\">Maxar技术有限公司。</a>（纽约证券交易所代码：MAXR）下跌10.9%；报告第二季度每股收益为0.60美元，比分析师预期的1.06美元差0.46美元。该季度营收为4.73亿美元，而市场普遍预期为5.603亿美元。</blockquote></p><p> Roku (NASDAQ: ROKU)8.4% LOWER; reported Q2 EPS of $0.52, $0.40 better than the analyst estimate of $0.12. Revenue for the quarter came in at $645.1 million versus the consensus estimate of $618.54 million. Roku sees Q3 2021 revenue of $675-685 million, versus the consensus of $645 million.</p><p><blockquote>Roku（纳斯达克：Roku）下跌8.4%；报告第二季度每股收益为0.52美元，比分析师预期的0.12美元高出0.40美元。该季度营收为6.451亿美元，而市场普遍预期为6.1854亿美元。Roku预计2021年第三季度营收为6.75-6.85亿美元，而市场普遍预期为6.45亿美元。</blockquote></p><p> Western Union (NYSE: WU)6.2% HIGHER; Goldfinch and Baupost will acquire Western Union Business Solutions for approximately $910 million in cash. reported Q2 EPS of $0.48, $0.01 better than the analyst estimate of $0.47. Revenue for the quarter came in at $1.3 billion versus the consensus estimate of $1.26 billion.</p><p><blockquote>西联汇款(NYSE：WU)上涨6.2%；Goldfinch和Baupost将以约9.1亿美元现金收购西联商业解决方案。报告第二季度每股收益为0.48美元，比分析师预期的0.47美元高出0.01美元。该季度营收为13亿美元，而市场普遍预期为12.6亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a> (NASDAQ: MELI)5.8% HIGHER; reported Q2 EPS of $1.37, $1.26 better than the analyst estimate of $0.11. Revenue for the quarter came in at $1.7 billion versus the consensus estimate of $1.46 billion. Gross merchandise volume (“GMV”) grew to $7.0 billion, representing an increase of 39.2% in USD and 46.1% on an FX neutral basis.</p><p><blockquote><a href=\"https://laohu8.com/S/MELI\">自由市场</a>（纳斯达克：MELI）上涨5.8%；报告第二季度每股收益为1.37美元，比分析师预期的0.11美元好1.26美元。该季度营收为17亿美元，而市场普遍预期为14.6亿美元。商品交易总额（“GMV”）增长至70亿美元，按美元计算增长39.2%，按外汇中性计算增长46.1%。</blockquote></p><p> Uber (NYSE: UBER)4.6% LOWER; reported Q2 EPS of $0.58, $1.09 better than the analyst estimate of ($0.51). Revenue for the quarter came in at $3.93 billion versus the consensus estimate of $3.74 billion.</p><p><blockquote>优步(NYSE：UBER)下跌4.6%；报告第二季度每股收益为0.58美元，比分析师预期的0.51美元高出1.09美元。该季度营收为39.3亿美元，而市场普遍预期为37.4亿美元。</blockquote></p><p> Electronic Arts (NASDAQ: EA)3.5% HIGHER; reported Q1 EPS of $0.71, $0.09 better than the analyst estimate of $0.62. Revenue for the quarter came in at $1.34 billion versus the consensus estimate of $1.28 billion.</p><p><blockquote>艺电（纳斯达克：EA）上涨3.5%；报告第一季度每股收益为0.71美元，比分析师预期的0.62美元高出0.09美元。该季度营收为13.4亿美元，而市场普遍预期为12.8亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/BKNG\">Booking Holdings</a> (NASDAQ: BKNG)3.1% HIGHER; reported Q2 EPS of ($2.55), $0.45 worse than the analyst estimate of ($2.10). Revenue for the quarter came in at $2.16 billion versus the consensus estimate of $1.9 billion.</p><p><blockquote><a href=\"https://laohu8.com/S/BKNG\">预订控股</a>（纳斯达克：BKNG）上涨3.1%；报告第二季度每股收益为（2.55美元），比分析师预期的（2.10美元）差0.45美元。该季度营收为21.6亿美元，而市场普遍预期为19亿美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Toplines After Hours US Market on Wednesday<blockquote>周三美国市场盘后顶线</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\">\nToplines After Hours US Market on Wednesday<blockquote>周三美国市场盘后顶线</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-08-05 07:43</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Futures contracts tied to the major U.S. equity indexes were little changed at the start of the overnight session Wednesday evening as Wall Street looked to improve upon a mixed week.</p><p><blockquote>周三晚间隔夜交易开始时，与美国主要股指相关的期货合约几乎没有变化，因为华尔街希望在涨跌互现的一周中有所改善。</blockquote></p><p> At 7:30&nbsp;p.m. ET, Dow e-minis were up 19 points, or 0.05%, S&amp;P 500 e-minis were up 2.25 points, or 0.05%, and Nasdaq 100 e-minis were down 7.50 points, or 0.05%.</p><p><blockquote>晚上七点半。ET，道指e-minis上涨19点，涨幅0.05%，标普500 e-minis上涨2.25点，涨幅0.05%，纳斯达克100 e-minis下跌7.50点，涨幅0.05%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/15029cdb3b40554099587488dcc610a7\" tg-width=\"1080\" tg-height=\"384\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>Stocks making biggest moves after hours: Etsy, Electronic Arts, Roku &amp; more</b></p><p><blockquote><b>盘后涨幅最大的股票：Etsy、艺电、Roku等</b></blockquote></p><p> <a href=\"https://laohu8.com/S/FSLY\">Fastly, Inc.</a> (NYSE: FSLY)19.3% LOWER; reported Q2 EPS of ($0.15), $0.02 better than the analyst estimate of ($0.17). Revenue for the quarter came in at $85 million versus the consensus estimate of $85.73 million. Fastly, Inc. sees Q3 2021 EPS of ($0.21)-($0.18), versus the consensus of ($0.09). Fastly, Inc. sees Q3 2021 revenue of $82-85 million, versus the consensus of $98.02 million. Fastly, Inc. sees FY2021 EPS of ($0.65)-($0.57), versus the consensus of ($0.43). Fastly, Inc. sees FY2021 revenue of $340-350 million, versus the consensus of $382.34 million.</p><p><blockquote><a href=\"https://laohu8.com/S/FSLY\">法斯特利公司。</a>（纽约证券交易所股票代码：FSLY）下跌19.3%；报告第二季度每股收益为（0.15美元），比分析师预期的（0.17美元）高出0.02美元。该季度收入为8500万美元，而市场普遍预期为8573万美元。Fastly，Inc.预计2021年第三季度每股收益为（0.21美元）-（0.18美元），而市场普遍预期为（0.09美元）。Fastly，Inc.预计2021年第三季度收入为82-8500万美元，而市场普遍预期为9802万美元。Fastly，Inc.预计2021财年每股收益为（0.65美元）-（0.57美元），而市场普遍预期为（0.43美元）。Fastly，Inc.预计2021财年收入为3.40-3.5亿美元，而市场普遍预期为3.8234亿美元。</blockquote></p><p> Ping Identity (NYSE: PING) 13.2% HIGHER; reported Q2 EPS of $0.11, $0.07 better than the analyst estimate of $0.04. Revenue for the quarter came in at $78.9 million versus the consensus estimate of $66.09 million. Ping Identity sees Q3 2021 revenue of $65-70 million, versus the consensus of $65.1 million. Ping Identity sees FY2021 revenue of $278-285 million, versus the consensus of $269.3 million.</p><p><blockquote>Ping Identity(NYSE：PING)上涨13.2%；报告第二季度每股收益为0.11美元，比分析师预期的0.04美元好0.07美元。该季度营收为7890万美元，而市场普遍预期为6609万美元。Ping Identity预计2021年第三季度收入为65-7000万美元，而市场普遍预期为6510万美元。Ping Identity预计2021财年收入为2.78-2.85亿美元，而市场普遍预期为2.693亿美元。</blockquote></p><p> Etsy (NASDAQ: ETSY)13.7% LOWER; reported Q2 revenue $528.9 million versus the consensus estimate of $524.84 million. Consolidated GMS was $3.0 billion, up 13.1% year-over-year; while Etsy marketplace GMS was $2.8 billion, up 14.2% year-over-year. Etsy sees Q3 2021 revenue of $500-525 million, versus the consensus of $524.91 million.</p><p><blockquote>Etsy（纳斯达克：ETSY）下跌13.7%；报告第二季度收入为5.289亿美元，而市场普遍预期为5.2484亿美元。综合GMS为30亿美元，同比增长13.1%；而Etsy marketplace GMS为28亿美元，同比增长14.2%。Etsy预计2021年第三季度收入为500-5.25亿美元，而市场普遍预期为5.2491亿美元。</blockquote></p><p> PetIQ, Inc. (NASDAQ: PETQ)11.7% LOWER; reported Q2 EPS of $0.14, $0.59 worse than the analyst estimate of $0.73. Revenue for the quarter came in at $271 million versus the consensus estimate of $304.72 million.</p><p><blockquote>PetIQ公司（纳斯达克：PETQ）下跌11.7%；报告第二季度每股收益为0.14美元，比分析师预期的0.73美元差0.59美元。该季度营收为2.71亿美元，而市场普遍预期为3.0472亿美元。</blockquote></p><p> Lemonade (NYSE: LMND) 9.1% LOWER; reported Q2 EPS of ($0.90), $0.01 worse than the analyst estimate of ($0.89). Revenue for the quarter came in at $28.2 million versus the consensus estimate of $26.8 million. Lemonade sees Q3 2021 revenue of $32.5-33.5 million, versus the consensus of $32.32 million. Lemonade sees FY2021 revenue of $123-125 million, versus the consensus of $118.94 million.</p><p><blockquote>柠檬水(NYSE：LMND)下跌9.1%；报告第二季度每股收益为（0.90美元），比分析师预期的（0.89美元）差0.01美元。该季度收入为2820万美元，而市场普遍预期为2680万美元。Lemonade预计2021年第三季度收入为32.5-3350万美元，而市场普遍预期为3232万美元。Lemonade预计2021财年收入为123-1.25亿美元，而市场普遍预期为1.1894亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/MAXR\">Maxar Technologies Ltd.</a> (NYSE: MAXR)10.9% LOWER; reported Q2 EPS of $0.60, $0.46 worse than the analyst estimate of $1.06. Revenue for the quarter came in at $473 million versus the consensus estimate of $560.3 million.</p><p><blockquote><a href=\"https://laohu8.com/S/MAXR\">Maxar技术有限公司。</a>（纽约证券交易所代码：MAXR）下跌10.9%；报告第二季度每股收益为0.60美元，比分析师预期的1.06美元差0.46美元。该季度营收为4.73亿美元，而市场普遍预期为5.603亿美元。</blockquote></p><p> Roku (NASDAQ: ROKU)8.4% LOWER; reported Q2 EPS of $0.52, $0.40 better than the analyst estimate of $0.12. Revenue for the quarter came in at $645.1 million versus the consensus estimate of $618.54 million. Roku sees Q3 2021 revenue of $675-685 million, versus the consensus of $645 million.</p><p><blockquote>Roku（纳斯达克：Roku）下跌8.4%；报告第二季度每股收益为0.52美元，比分析师预期的0.12美元高出0.40美元。该季度营收为6.451亿美元，而市场普遍预期为6.1854亿美元。Roku预计2021年第三季度营收为6.75-6.85亿美元，而市场普遍预期为6.45亿美元。</blockquote></p><p> Western Union (NYSE: WU)6.2% HIGHER; Goldfinch and Baupost will acquire Western Union Business Solutions for approximately $910 million in cash. reported Q2 EPS of $0.48, $0.01 better than the analyst estimate of $0.47. Revenue for the quarter came in at $1.3 billion versus the consensus estimate of $1.26 billion.</p><p><blockquote>西联汇款(NYSE：WU)上涨6.2%；Goldfinch和Baupost将以约9.1亿美元现金收购西联商业解决方案。报告第二季度每股收益为0.48美元，比分析师预期的0.47美元高出0.01美元。该季度营收为13亿美元，而市场普遍预期为12.6亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a> (NASDAQ: MELI)5.8% HIGHER; reported Q2 EPS of $1.37, $1.26 better than the analyst estimate of $0.11. Revenue for the quarter came in at $1.7 billion versus the consensus estimate of $1.46 billion. Gross merchandise volume (“GMV”) grew to $7.0 billion, representing an increase of 39.2% in USD and 46.1% on an FX neutral basis.</p><p><blockquote><a href=\"https://laohu8.com/S/MELI\">自由市场</a>（纳斯达克：MELI）上涨5.8%；报告第二季度每股收益为1.37美元，比分析师预期的0.11美元好1.26美元。该季度营收为17亿美元，而市场普遍预期为14.6亿美元。商品交易总额（“GMV”）增长至70亿美元，按美元计算增长39.2%，按外汇中性计算增长46.1%。</blockquote></p><p> Uber (NYSE: UBER)4.6% LOWER; reported Q2 EPS of $0.58, $1.09 better than the analyst estimate of ($0.51). Revenue for the quarter came in at $3.93 billion versus the consensus estimate of $3.74 billion.</p><p><blockquote>优步(NYSE：UBER)下跌4.6%；报告第二季度每股收益为0.58美元，比分析师预期的0.51美元高出1.09美元。该季度营收为39.3亿美元，而市场普遍预期为37.4亿美元。</blockquote></p><p> Electronic Arts (NASDAQ: EA)3.5% HIGHER; reported Q1 EPS of $0.71, $0.09 better than the analyst estimate of $0.62. Revenue for the quarter came in at $1.34 billion versus the consensus estimate of $1.28 billion.</p><p><blockquote>艺电（纳斯达克：EA）上涨3.5%；报告第一季度每股收益为0.71美元，比分析师预期的0.62美元高出0.09美元。该季度营收为13.4亿美元，而市场普遍预期为12.8亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/BKNG\">Booking Holdings</a> (NASDAQ: BKNG)3.1% HIGHER; reported Q2 EPS of ($2.55), $0.45 worse than the analyst estimate of ($2.10). Revenue for the quarter came in at $2.16 billion versus the consensus estimate of $1.9 billion.</p><p><blockquote><a href=\"https://laohu8.com/S/BKNG\">预订控股</a>（纳斯达克：BKNG）上涨3.1%；报告第二季度每股收益为（2.55美元），比分析师预期的（2.10美元）差0.45美元。该季度营收为21.6亿美元，而市场普遍预期为19亿美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","UBER":"优步",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","EA":"艺电","PETQ":"Petiq Inc.","ROKU":"Roku Inc","BKNG":"Booking Holdings","FSLY":"Fastly, Inc.","PING":"Ping Identity Holding","WU":"西联汇款","MELI":"MercadoLibre"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179402387","content_text":"Futures contracts tied to the major U.S. equity indexes were little changed at the start of the overnight session Wednesday evening as Wall Street looked to improve upon a mixed week.\nAt 7:30 p.m. ET, Dow e-minis were up 19 points, or 0.05%, S&P 500 e-minis were up 2.25 points, or 0.05%, and Nasdaq 100 e-minis were down 7.50 points, or 0.05%.\n\nStocks making biggest moves after hours: Etsy, Electronic Arts, Roku & more\nFastly, Inc. (NYSE: FSLY)19.3% LOWER; reported Q2 EPS of ($0.15), $0.02 better than the analyst estimate of ($0.17). Revenue for the quarter came in at $85 million versus the consensus estimate of $85.73 million. Fastly, Inc. sees Q3 2021 EPS of ($0.21)-($0.18), versus the consensus of ($0.09). Fastly, Inc. sees Q3 2021 revenue of $82-85 million, versus the consensus of $98.02 million. Fastly, Inc. sees FY2021 EPS of ($0.65)-($0.57), versus the consensus of ($0.43). Fastly, Inc. sees FY2021 revenue of $340-350 million, versus the consensus of $382.34 million.\nPing Identity (NYSE: PING) 13.2% HIGHER; reported Q2 EPS of $0.11, $0.07 better than the analyst estimate of $0.04. Revenue for the quarter came in at $78.9 million versus the consensus estimate of $66.09 million. Ping Identity sees Q3 2021 revenue of $65-70 million, versus the consensus of $65.1 million. Ping Identity sees FY2021 revenue of $278-285 million, versus the consensus of $269.3 million.\nEtsy (NASDAQ: ETSY)13.7% LOWER; reported Q2 revenue $528.9 million versus the consensus estimate of $524.84 million. Consolidated GMS was $3.0 billion, up 13.1% year-over-year; while Etsy marketplace GMS was $2.8 billion, up 14.2% year-over-year. Etsy sees Q3 2021 revenue of $500-525 million, versus the consensus of $524.91 million.\nPetIQ, Inc. (NASDAQ: PETQ)11.7% LOWER; reported Q2 EPS of $0.14, $0.59 worse than the analyst estimate of $0.73. Revenue for the quarter came in at $271 million versus the consensus estimate of $304.72 million.\nLemonade (NYSE: LMND) 9.1% LOWER; reported Q2 EPS of ($0.90), $0.01 worse than the analyst estimate of ($0.89). Revenue for the quarter came in at $28.2 million versus the consensus estimate of $26.8 million. Lemonade sees Q3 2021 revenue of $32.5-33.5 million, versus the consensus of $32.32 million. Lemonade sees FY2021 revenue of $123-125 million, versus the consensus of $118.94 million.\nMaxar Technologies Ltd. (NYSE: MAXR)10.9% LOWER; reported Q2 EPS of $0.60, $0.46 worse than the analyst estimate of $1.06. Revenue for the quarter came in at $473 million versus the consensus estimate of $560.3 million.\nRoku (NASDAQ: ROKU)8.4% LOWER; reported Q2 EPS of $0.52, $0.40 better than the analyst estimate of $0.12. Revenue for the quarter came in at $645.1 million versus the consensus estimate of $618.54 million. Roku sees Q3 2021 revenue of $675-685 million, versus the consensus of $645 million.\nWestern Union (NYSE: WU)6.2% HIGHER; Goldfinch and Baupost will acquire Western Union Business Solutions for approximately $910 million in cash. reported Q2 EPS of $0.48, $0.01 better than the analyst estimate of $0.47. Revenue for the quarter came in at $1.3 billion versus the consensus estimate of $1.26 billion.\nMercadoLibre (NASDAQ: MELI)5.8% HIGHER; reported Q2 EPS of $1.37, $1.26 better than the analyst estimate of $0.11. Revenue for the quarter came in at $1.7 billion versus the consensus estimate of $1.46 billion. Gross merchandise volume (“GMV”) grew to $7.0 billion, representing an increase of 39.2% in USD and 46.1% on an FX neutral basis.\nUber (NYSE: UBER)4.6% LOWER; reported Q2 EPS of $0.58, $1.09 better than the analyst estimate of ($0.51). Revenue for the quarter came in at $3.93 billion versus the consensus estimate of $3.74 billion.\nElectronic Arts (NASDAQ: EA)3.5% HIGHER; reported Q1 EPS of $0.71, $0.09 better than the analyst estimate of $0.62. Revenue for the quarter came in at $1.34 billion versus the consensus estimate of $1.28 billion.\nBooking Holdings (NASDAQ: BKNG)3.1% HIGHER; reported Q2 EPS of ($2.55), $0.45 worse than the analyst estimate of ($2.10). Revenue for the quarter came in at $2.16 billion versus the consensus estimate of $1.9 billion.","news_type":1,"symbols_score_info":{"NQmain":0.9,"MELI":0.9,"YMmain":0.9,".DJI":0.9,".SPX":0.9,"EA":0.9,"PETQ":0.9,"PING":0.9,".IXIC":0.9,"FSLY":0.9,"BKNG":0.9,"WU":0.9,"UBER":0.9,"ESmain":0.9,"ROKU":0.9}},"isVote":1,"tweetType":1,"viewCount":2098,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":154534382,"gmtCreate":1625533616846,"gmtModify":1633939933140,"author":{"id":"3584325113965172","authorId":"3584325113965172","name":"6966df2b","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584325113965172","authorIdStr":"3584325113965172"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/154534382","repostId":"1116255026","repostType":4,"isVote":1,"tweetType":1,"viewCount":1042,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182207923,"gmtCreate":1623574281062,"gmtModify":1634031493545,"author":{"id":"3584325113965172","authorId":"3584325113965172","name":"6966df2b","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584325113965172","authorIdStr":"3584325113965172"},"themes":[],"htmlText":"Comments&nbsp;","listText":"Comments&nbsp;","text":"Comments","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/182207923","repostId":"1148565686","repostType":4,"isVote":1,"tweetType":1,"viewCount":524,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155322195,"gmtCreate":1625378648717,"gmtModify":1633941080097,"author":{"id":"3584325113965172","authorId":"3584325113965172","name":"6966df2b","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584325113965172","authorIdStr":"3584325113965172"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/155322195","repostId":"1160702483","repostType":4,"isVote":1,"tweetType":1,"viewCount":814,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":153859190,"gmtCreate":1625018394910,"gmtModify":1633945788689,"author":{"id":"3584325113965172","authorId":"3584325113965172","name":"6966df2b","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584325113965172","authorIdStr":"3584325113965172"},"themes":[],"htmlText":"Comments","listText":"Comments","text":"Comments","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/153859190","repostId":"2147395895","repostType":4,"isVote":1,"tweetType":1,"viewCount":390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166886140,"gmtCreate":1624002038680,"gmtModify":1634024299911,"author":{"id":"3584325113965172","authorId":"3584325113965172","name":"6966df2b","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584325113965172","authorIdStr":"3584325113965172"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/166886140","repostId":"1175693382","repostType":4,"repost":{"id":"1175693382","kind":"news","pubTimestamp":1623978463,"share":"https://www.laohu8.com/m/news/1175693382?lang=zh_CN&edition=full","pubTime":"2021-06-18 09:07","market":"us","language":"en","title":"Alibaba Stock: The Bottoming Process Looks To Be Forming Already<blockquote>阿里巴巴-SW股票：触底过程似乎已经形成</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1175693382","media":"seekingalpha","summary":"Alibaba is probably the most undervalued growth stock right now.The company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.The short term technical picture may be turning bullish with a potential double bottom price action signal.When we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Alibaba is probably the most undervalued growth stock right now.</li>  <li>The company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.</li>  <li>The short term technical picture may be turning bullish with a potential double bottom price action signal.</li>  <li>We discuss the company’s multiple growth drivers and let investors judge for themselves.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05e63c77d4f3f3dc3d618e43044638bb\" tg-width=\"768\" tg-height=\"512\"><span>Yongyuan Dai/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>阿里巴巴-SW可能是目前最被低估的成长型股票。</li><li>该公司在快速扩张的市场中的多种增长动力使其估值看起来更加令人困惑。</li><li>短期技术面可能会转向看涨，并出现潜在的双底价格走势信号。</li><li>我们讨论公司的多种增长动力，让投资者自行判断。</li></ul><p class=\"t-img-caption\"><span>戴永源/iStock未通过Getty Images发布</span></p></blockquote></p><p> <b>The Technical Thesis</b></p><p><blockquote><b>技术论文</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7febf6ed056b0e3bc038321cdaad9b1c\" tg-width=\"1280\" tg-height=\"782\"><span>Source: TradingView</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：TradingView</span></p></blockquote></p><p> Alibaba’s&nbsp;stock price has endured a terrible 8 months ever since its Ant Financial IPO was pulled in early Nov 20, with the stock languishing in the doldrums 34% off its high. When considering the health of its long term uptrend, it’s clear that BABA has a relatively strong uptrend bias and has generally been well supported along its key 50W MA. The only other time in the last 4 years that it lost its key 50W MA support level was during the 2018 bear market where BABA dropped about 40%, but was still well supported above the important 200W MA, which we usually consider as the “last line of defense”. Right now BABA is somewhat facing a similar situation again: down 34%, lost the 50W MA, but looks to be well supported above the 200W MA. In addition to that, one interesting observation in price action analysis may lead price action traders/investors to be especially bullish: a potential double bottom formation. BABA's price is seemingly going through a double bottom like it did during the 2018 bear market before it rallied strongly thereafter. As a result, BABA’s current level may offer a possible technical buy entry point now.</p><p><blockquote>自11月20日早些时候蚂蚁金服IPO被取消以来，阿里巴巴-SW的股价已经经历了可怕的8个月，股价低迷，较高点下跌了34%。当考虑其长期上升趋势的健康状况时，很明显BABA具有相对较强的上升趋势偏差，并且通常在其关键的50W MA上得到良好支撑。过去4年中唯一一次失去关键的50W MA支撑位是在2018年熊市期间，BABA下跌了约40%，但仍在重要的200W MA上方得到良好支撑，我们通常认为这是“最后一道防线”。现在阿里巴巴再次面临类似的情况：下跌34%，失去了50W MA，但看起来在200W MA上方得到了很好的支撑。除此之外，价格行为分析中的一个有趣观察可能会导致价格行为交易者/投资者特别看涨：潜在的双底形成。阿里巴巴的价格似乎正在经历双底，就像2018年熊市期间一样，随后强劲反弹。因此，阿里巴巴目前的水平现在可能提供一个可能的技术买入切入点。</blockquote></p><p> <b>BABA's Fundamental Thesis: Rapidly Expanding Growth Drivers</b></p><p><blockquote><b>阿里巴巴的基本论点：快速扩大增长动力</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eba49f5881708929949c30628eedc5d4\" tg-width=\"934\" tg-height=\"578\"><span>Annual GMV. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>年度GMV。数据来源：公司备案</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4d6c4ed3e2402f5af52b2dea8bab411\" tg-width=\"836\" tg-height=\"517\"><span>Annual e-commerce revenue. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>年电子商务收入。数据来源：公司备案</span></p></blockquote></p><p> BABA’s GMV grew from 1.68T yuan to 7.49T yuan in just a matter of 7 years, which represented a CAGR of 23.8%, a truly amazing growth rate. We also saw its GMV growth being converted into revenue growth as its China commerce revenue grew from 7.67B yuan to 473.68B yuan, at a CAGR of 51% over the last 10 years. While its international footprint remains considerably smaller, it still grew at a CAGR of 30.42% over the last 10 years, which was by no means slow.</p><p><blockquote>阿里巴巴的GMV在短短7年内从1.68 T元增长到7.49 T元，复合年增长率为23.8%，增速确实惊人。我们还看到其GMV增长转化为收入增长，其中国商业收入从76.7亿元增长至4736.8亿元，过去10年复合年增长率为51%。虽然其国际足迹仍然相当小，但在过去10年中，其复合年增长率仍为30.42%，这一点也不慢。</blockquote></p><p> Even though China’s e-commerce market is expected to grow considerably slower at a CAGR of 12.4% over the next three years, from 13.8T yuan, equivalent to $2.16T in 2021 to 19.6T yuan,equivalent to $3.06T by 2024, the massive size of the market still offers tremendous upside potential for BABA and its closest competitors to grow into.</p><p><blockquote>尽管预计未来三年中国电子商务市场的增长速度将大幅放缓，复合年增长率为12.4%，从2021年的13.8 T元（相当于2.16 T美元）增长到2024年的19.6 T元（相当于3.06 T美元），但庞大的市场规模仍然为阿里巴巴及其最接近的竞争对手提供了巨大的增长潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ffe2dee43f267e1d1399c68e3ca60f36\" tg-width=\"600\" tg-height=\"371\"><span>E-commerce revenue in the U.S. Data source: Statista</span></p><p><blockquote><p class=\"t-img-caption\"><span>美国电子商务收入数据来源：Statista</span></p></blockquote></p><p> When we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the U.S. e-commerce market is only expected to grow at a CAGR of 4.67% from 2021 to 2025, which is significantly slower than China’s 12.4%. In addition, the U.S. market is also expected to reach about $563B in total revenue, which is 18% of what the China market is expected to be worth by then.</p><p><blockquote>当我们通过比较中国与美国电子商务市场的增长率和规模来更清晰地看待事物时，我们可以看到它们的规模和增长率的巨大差异，因为美国电子商务市场预计仅增长2021年至2025年的复合年增长率为4.67%，明显低于中国的12.4%。此外，美国市场的总收入预计也将达到约5630亿美元，是届时中国市场预计价值的18%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d5a8d0d8a6a2dcdf667a6f33c6c9771\" tg-width=\"1280\" tg-height=\"702\"><span>Peers EBIT Margin and Projected EBIT Margin. Data source: S&amp;P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>同行息税前利润率和预计息税前利润率。数据来源：标普资本智商</span></p></blockquote></p><p> Even though Alibaba has been facing increased competitive pressures from its fast growing key competitors: JD.com(NASDAQ:JD)and Pinduoduo(NASDAQ:PDD), BABA has already been operating a much more profitable business (both EBIT and FCF), and is expected to continue delivering strong profitability moving forward, which should give the company tremendous flexibility to compete head on with JD and PDD in its quest to extend its leadership. Investors may observe that BABA’s EBIT margin was affected by the one-off administrative penalty of $2,782M that was reflected in its SG&amp;A, and therefore skewed its EBIT margin to the downside.</p><p><blockquote>尽管阿里巴巴-SW一直面临着来自快速增长的主要竞争对手京东（纳斯达克：JD）和拼多多（纳斯达克：PDD）的越来越大的竞争压力，但阿里巴巴已经在经营利润更高的业务（息税前利润和自由现金流），并且预计未来将继续实现强劲的盈利能力，这将使该公司具有巨大的灵活性，可以与京东和拼多多正面竞争，以扩大其领导地位。投资者可能会注意到，阿里巴巴的息税前利润率受到其SG&amp;A中反映的27.82亿美元一次性行政罚款的影响，因此其息税前利润率出现下行。</blockquote></p><p></p><p> One important move was the company’s decision to further its investment in the Community Marketplace, which is PDD’s main e-commerce strategy that saw PDD gain a total of&nbsp;823M AAC&nbsp;in its latest quarter as compared to BABA’s 891M AAC. PDD’s AAC growth is truly phenomenal considering it had only&nbsp;100M AAC in Q2’C17&nbsp;as compared to BABA’s 466M AAC in the same period.</p><p><blockquote>一项重要举措是该公司决定进一步投资社区市场，这是拼多多的主要电子商务战略，拼多多在最近一个季度总共获得了8.23亿AAC，而阿里巴巴的AAC为8.91亿。与阿里巴巴同期的4.66亿AAC相比，拼多多的AAC在2017年第二季度仅有1亿AAC，其AAC增长确实是惊人的。</blockquote></p><p> Therefore, the momentum of growth has surely swung over to the Community Marketplace segment and BABA would need to pull out its big guns (which it has) to compete for dominance with PDD and JD.</p><p><blockquote>因此，增长势头肯定已经转向社区市场领域，阿里巴巴需要拿出重磅炸弹（它已经拥有）来与拼多多和京东争夺主导地位。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b83b69b08b1f4b11a26393c8e6eead5\" tg-width=\"600\" tg-height=\"371\"><span>Market size of community group buying in China. Data source: iiMedia Research</span></p><p><blockquote><p class=\"t-img-caption\"><span>中国社区团购的市场规模。数据来源：艾媒咨询</span></p></blockquote></p><p> Even though the expected total market size of 102B yuan by 2022 represented only about 21.5% of BABA’s FY 21 China commerce revenue, the expected rapid CAGR of 44.22% over 3 years from 2019 to 2022 cannot be missed by BABA. Although the market is still relatively small, BABA cannot allow the current leader in this market: PDD to so easily dominate and gobble up the early high growth rates at the ignorance of everyone else. Certainly BABA must compete and fight for its place in this segment and strive for early leadership to prevent PDD from extending its lead.</p><p><blockquote>尽管预计到2022年1020亿元的总市场规模仅占阿里巴巴21财年中国商业收入的21.5%左右，但阿里巴巴不能错过2019年至2022年3年内44.22%的预期快速复合年增长率。虽然市场还比较小，但BABA不能让这个市场目前的龙头：PDD在旁人无知的情况下，如此轻易地称霸并吞噬早期的高增长率。当然，阿里巴巴必须竞争并争取自己在这一领域的地位，并争取早期领导地位，以防止拼多多扩大领先优势。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b97b2b4a8a182dc9846d8fb7e4039877\" tg-width=\"1280\" tg-height=\"770\"><span>PDD profitability metrics &amp; revenue growth forecast. Data source: S&amp;P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>PDD盈利指标和收入增长预测。数据来源：标普资本智商</span></p></blockquote></p><p> We could observe from the above chart that PDD is expected to continue growing its revenue rapidly over the next few years, even though they are expected to normalize subsequently. More importantly, PDD is also expected to increasingly improve its EBIT and FCF profitability moving forward. This shows that the Community Marketplace segment is an highly important growth driver that BABA must use its strength to exploit in order to deny PDD’s claim to undisputed leadership so early on in the game.</p><p><blockquote>我们可以从上图中观察到，拼多多的收入预计将在未来几年继续快速增长，尽管预计随后将正常化。更重要的是，拼多多预计未来的息税前利润和自由现金流盈利能力也将日益提高。这表明社区市场细分市场是一个非常重要的增长动力，阿里巴巴必须利用其优势来利用它，以否认拼多多在游戏早期声称的无可争议的领导地位。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3aadc32155b4108426a1a982e3b5b1c2\" tg-width=\"640\" tg-height=\"360\"><span>China public cloud spending. Source:China Internet Watch; Canalys</span></p><p><blockquote><p class=\"t-img-caption\"><span>中国公有云支出。来源：中国互联网观察；Canalys</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c1538b9f7bdc8d6d35a72d9acf8ecbc\" tg-width=\"600\" tg-height=\"371\"><span>Size of China public cloud market. Data source: CAICT; Sina.com.cn</span></p><p><blockquote><p class=\"t-img-caption\"><span>中国公有云市场规模。数据来源：中国信通技术；新浪网</span></p></blockquote></p><p> BABA has a 40% share in China’s public cloud market, way ahead of its key competitors. However, it’s important to note that despite this leadership, BABA is still in heavy investment mode to continue growing its market share as China’s public cloud market is expected to grow from 26.48B yuan in 2017 to 230.74B yuan by 2023, which would represent a CAGR of 43.4%, an incredibly stellar growth rate. This is especially clear when we compare China’s growth rate to the worldwide growth rate (see below) as public cloud spending worldwide is expected to grow from $145B in 2017 to $397B by 2022, that would represent a CAGR of 22.3%.</p><p><blockquote>阿里巴巴在中国公有云市场拥有40%的份额，远远领先于其主要竞争对手。然而，值得注意的是，尽管处于领先地位，阿里巴巴仍处于大力投资模式，以继续扩大其市场份额，因为中国公共云市场预计将从2017年的264.8亿元增长到2023年的2307.4亿元，这将代表CAGR 43.4%，这是一个令人难以置信的出色增长率。当我们将中国的增长率与全球增长率（见下文）进行比较时，这一点尤其明显，因为全球公共云支出预计将从2017年的1450亿美元增长到2022年的3970亿美元，这将代表22.3%的CAGR。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/06198c569504bc303c34563041dfb294\" tg-width=\"600\" tg-height=\"371\"><span>Worldwide public cloud spending. Data source: Gartner</span></p><p><blockquote><p class=\"t-img-caption\"><span>全球公共云支出。数据来源：Gartner</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8482037f60575f964053ab732496bee3\" tg-width=\"1176\" tg-height=\"700\"><span>Worldwide public cloud market share. Source:CnTechPost; Gartner</span></p><p><blockquote><p class=\"t-img-caption\"><span>全球公共云市场份额。来源：CnTechPost；Gartner</span></p></blockquote></p><p> Therefore, I don’t find it surprising that Ali Cloud has continued to extend its lead over Alphabet’s(NASDAQ:GOOGL)(NASDAQ:GOOG)GCP with a market share of 9.5% in 2020. While AMZN remains the clear leader in the market, its market share has been coming down considerably as public cloud spending continues to expand, indicating that there is a huge potential for growth for multiple players to exist. With BABA’s leadership in the rapidly expanding Chinese market, I’m increasingly bullish on the future profit and FCF contribution from this segment to BABA’s performance over time. Although BABA’s cloud segment has not been EBIT profitable yet (FY 21 EBIT margin: -15%, FY 20 EBIT margin: -17.5%), it’s also useful to note that GCP has also not been profitable for Alphabet as well (FY 20 EBIT margin: -42.9%, FY 19 EBIT margin: -52%). Therefore, we need to give BABA some time to scale up its cloud services in APAC and in China where it is expected to have stronger leadership to allow it to grow faster and investors should expect this to be a highly profitable segment over time.</p><p><blockquote>因此，阿里云在2020年以9.5%的市场份额继续扩大对Alphabet（纳斯达克：GOOGL）（纳斯达克：GOOG）GCP的领先优势，我并不觉得奇怪。虽然亚马逊仍然是市场上明显的领导者，但随着公共云支出的持续扩大，其市场份额一直在大幅下降，这表明多个参与者存在巨大的增长潜力。凭借阿里巴巴在快速扩张的中国市场的领导地位，我越来越看好该细分市场未来的利润和自由现金流对阿里巴巴业绩的贡献。尽管阿里巴巴的云部门尚未实现息税前利润（21财年息税前利润率：-15%，20财年息税前利润率：-17.5%），但值得注意的是，Alphabet的GCP也尚未实现盈利（20财年息税前利润率：-42.9%，19财年息税前利润率：-52%）。因此，我们需要给阿里巴巴一些时间来扩大其在亚太地区和中国的云服务规模，预计阿里巴巴将拥有更强大的领导力，使其能够更快地增长，投资者应该预计随着时间的推移，这将是一个高利润的细分市场。</blockquote></p><p> <b>BABA's Valuations Look Highly Compelling</b></p><p><blockquote><b>阿里巴巴的估值看起来非常引人注目</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62a087c4b3ef7efc2c5dde813e3b959d\" tg-width=\"1000\" tg-height=\"600\"><span>NTM TEV / EBIT 3Y range.</span></p><p><blockquote><p class=\"t-img-caption\"><span>NTM TEV/EBIT 3Y范围。</span></p></blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2605c0e5ad364a7a43929fef204595c\" tg-width=\"1280\" tg-height=\"687\"><span>EV / Fwd EBIT and EV / Fwd Rev trend. Data source: S&amp;P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>EV/Fwd息税前利润和EV/Fwd Rev趋势。数据来源：标普资本智商</span></p></blockquote></p><p> When we consider BABA's TEV / EBIT historical range, where the 3Y mean read 33.54x, BABA’s EV / Fwd EBIT trend certainly imply a hugely undervalued stock as BABA is still expected to grow its revenue and operating profits rapidly. However, as we wanted to obtain greater clarity over how its counterparts are also valued, we thought it would be useful if we value BABA’s EBIT over a set of benchmark companies that is presented below.</p><p><blockquote>当我们考虑阿里巴巴的TEV/EBIT历史范围（3年平均值为33.54倍）时，阿里巴巴的EV/Fwd EBIT趋势无疑意味着该股票被严重低估，因为预计阿里巴巴的收入和营业利润仍将快速增长。然而，由于我们希望更清楚地了解其同行的估值情况，我们认为如果我们对阿里巴巴的息税前利润进行估值，而不是下面介绍的一组基准公司，这将是有用的。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d27873e676dfb23c98d4a69aa5861e02\" tg-width=\"1280\" tg-height=\"1117\"><span>Peers EV / EBIT Valuations. Data source: S&amp;P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>同行EV/EBIT估值。数据来源：标普资本智商</span></p></blockquote></p><p> By using a blend of historical and forward EBIT, we could see that BABA’s EV / EBIT really looks undervalued when compared to the median value of the set of observed values from the benchmark companies. We derived a fair value range for BABA of $294.98 at the midpoint of the range, that represented a potential upside of 40.5% based on the current stock price of $210.</p><p><blockquote>通过混合使用历史和远期息税前利润，我们可以看到，与基准公司一组观察值的中值相比，阿里巴巴的EV/EBIT看起来确实被低估了。我们得出阿里巴巴的公允价值范围为294.98美元，位于该范围的中点，基于当前210美元的股价，这意味着40.5%的潜在上涨空间。</blockquote></p><p> <b>Risks to Assumptions</b></p><p><blockquote><b>假设风险</b></blockquote></p><p> Now, it’s obviously baffling to watch how Mr. Market has decided to discount BABA to such an extent as if the company has lost all its key sources of growth, when in fact there is still so much potential upside coming from its commerce segment, the new marketplace initiatives and its growing Ali Cloud segment, among others. The main realistic reason that we identified for the stock's underperformance would simply be regulatory risk. We think investors should acknowledge that this risk is very real and at times huge Chinese companies have found themselves to be subjected to extra scrutiny (which is nothing new in fact) by the Chinese government. What’s critical here is that the Chinese government seemingly has significant clout over the behavior and actions of their tech behemoths that at times may be largely unpredictable. The market certainly hates unpredictability and therefore they may have significantly discounted BABA as a result of that. If investors are not able to handle uncertainty with regard to potentially unpredictable regulatory actions and their aftermath, then BABA may not be appropriate for you. However, if you believe that this is just a blip in BABA’s long journey, then you would surely find BABA's valuations extremely attractive right now, coupled with a long term mindset.</p><p><blockquote>现在，看着先生如何表现显然令人困惑。市场决定对阿里巴巴进行折扣，就好像该公司已经失去了所有关键的增长来源，而事实上，其商业部门、新的市场举措和不断增长的阿里云部门仍有很大的潜在上涨空间，其中。我们认为该股表现不佳的主要现实原因只是监管风险。我们认为投资者应该承认这种风险是非常真实的，有时大型中国公司会发现自己受到中国政府的额外审查（事实上这并不是什么新鲜事）。这里关键的是，中国政府似乎对其科技巨头的行为和行动拥有重大影响力，而这些影响力有时可能在很大程度上是不可预测的。市场当然讨厌不可预测性，因此他们可能会因此大幅折扣阿里巴巴。如果投资者无法应对潜在不可预测的监管行动及其后果的不确定性，那么阿里巴巴可能不适合您。然而，如果你认为这只是阿里巴巴漫长旅程中的一个短暂时刻，那么你肯定会发现阿里巴巴现在的估值极具吸引力，再加上长期思维。</blockquote></p><p> <b>Wrapping It All Up</b></p><p><blockquote><b>把这一切包起来</b></blockquote></p><p> Alibaba has continued to deliver solid results that demonstrated the strong capability of the company to execute well. As the company continues to operate within a market with so many growth drivers that are expected to drive the company’s future growth, investors should find the current valuations highly attractive.</p><p><blockquote>阿里巴巴-SW继续取得稳健的业绩，展示了公司强大的执行能力。由于该公司继续在一个拥有如此多增长动力的市场中运营，预计将推动公司未来的增长，投资者应该会发现当前的估值非常有吸引力。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Stock: The Bottoming Process Looks To Be Forming Already<blockquote>阿里巴巴-SW股票：触底过程似乎已经形成</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Stock: The Bottoming Process Looks To Be Forming Already<blockquote>阿里巴巴-SW股票：触底过程似乎已经形成</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-06-18 09:07</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>Alibaba is probably the most undervalued growth stock right now.</li>  <li>The company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.</li>  <li>The short term technical picture may be turning bullish with a potential double bottom price action signal.</li>  <li>We discuss the company’s multiple growth drivers and let investors judge for themselves.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05e63c77d4f3f3dc3d618e43044638bb\" tg-width=\"768\" tg-height=\"512\"><span>Yongyuan Dai/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>阿里巴巴-SW可能是目前最被低估的成长型股票。</li><li>该公司在快速扩张的市场中的多种增长动力使其估值看起来更加令人困惑。</li><li>短期技术面可能会转向看涨，并出现潜在的双底价格走势信号。</li><li>我们讨论公司的多种增长动力，让投资者自行判断。</li></ul><p class=\"t-img-caption\"><span>戴永源/iStock未通过Getty Images发布</span></p></blockquote></p><p> <b>The Technical Thesis</b></p><p><blockquote><b>技术论文</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7febf6ed056b0e3bc038321cdaad9b1c\" tg-width=\"1280\" tg-height=\"782\"><span>Source: TradingView</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：TradingView</span></p></blockquote></p><p> Alibaba’s&nbsp;stock price has endured a terrible 8 months ever since its Ant Financial IPO was pulled in early Nov 20, with the stock languishing in the doldrums 34% off its high. When considering the health of its long term uptrend, it’s clear that BABA has a relatively strong uptrend bias and has generally been well supported along its key 50W MA. The only other time in the last 4 years that it lost its key 50W MA support level was during the 2018 bear market where BABA dropped about 40%, but was still well supported above the important 200W MA, which we usually consider as the “last line of defense”. Right now BABA is somewhat facing a similar situation again: down 34%, lost the 50W MA, but looks to be well supported above the 200W MA. In addition to that, one interesting observation in price action analysis may lead price action traders/investors to be especially bullish: a potential double bottom formation. BABA's price is seemingly going through a double bottom like it did during the 2018 bear market before it rallied strongly thereafter. As a result, BABA’s current level may offer a possible technical buy entry point now.</p><p><blockquote>自11月20日早些时候蚂蚁金服IPO被取消以来，阿里巴巴-SW的股价已经经历了可怕的8个月，股价低迷，较高点下跌了34%。当考虑其长期上升趋势的健康状况时，很明显BABA具有相对较强的上升趋势偏差，并且通常在其关键的50W MA上得到良好支撑。过去4年中唯一一次失去关键的50W MA支撑位是在2018年熊市期间，BABA下跌了约40%，但仍在重要的200W MA上方得到良好支撑，我们通常认为这是“最后一道防线”。现在阿里巴巴再次面临类似的情况：下跌34%，失去了50W MA，但看起来在200W MA上方得到了很好的支撑。除此之外，价格行为分析中的一个有趣观察可能会导致价格行为交易者/投资者特别看涨：潜在的双底形成。阿里巴巴的价格似乎正在经历双底，就像2018年熊市期间一样，随后强劲反弹。因此，阿里巴巴目前的水平现在可能提供一个可能的技术买入切入点。</blockquote></p><p> <b>BABA's Fundamental Thesis: Rapidly Expanding Growth Drivers</b></p><p><blockquote><b>阿里巴巴的基本论点：快速扩大增长动力</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eba49f5881708929949c30628eedc5d4\" tg-width=\"934\" tg-height=\"578\"><span>Annual GMV. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>年度GMV。数据来源：公司备案</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4d6c4ed3e2402f5af52b2dea8bab411\" tg-width=\"836\" tg-height=\"517\"><span>Annual e-commerce revenue. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>年电子商务收入。数据来源：公司备案</span></p></blockquote></p><p> BABA’s GMV grew from 1.68T yuan to 7.49T yuan in just a matter of 7 years, which represented a CAGR of 23.8%, a truly amazing growth rate. We also saw its GMV growth being converted into revenue growth as its China commerce revenue grew from 7.67B yuan to 473.68B yuan, at a CAGR of 51% over the last 10 years. While its international footprint remains considerably smaller, it still grew at a CAGR of 30.42% over the last 10 years, which was by no means slow.</p><p><blockquote>阿里巴巴的GMV在短短7年内从1.68 T元增长到7.49 T元，复合年增长率为23.8%，增速确实惊人。我们还看到其GMV增长转化为收入增长，其中国商业收入从76.7亿元增长至4736.8亿元，过去10年复合年增长率为51%。虽然其国际足迹仍然相当小，但在过去10年中，其复合年增长率仍为30.42%，这一点也不慢。</blockquote></p><p> Even though China’s e-commerce market is expected to grow considerably slower at a CAGR of 12.4% over the next three years, from 13.8T yuan, equivalent to $2.16T in 2021 to 19.6T yuan,equivalent to $3.06T by 2024, the massive size of the market still offers tremendous upside potential for BABA and its closest competitors to grow into.</p><p><blockquote>尽管预计未来三年中国电子商务市场的增长速度将大幅放缓，复合年增长率为12.4%，从2021年的13.8 T元（相当于2.16 T美元）增长到2024年的19.6 T元（相当于3.06 T美元），但庞大的市场规模仍然为阿里巴巴及其最接近的竞争对手提供了巨大的增长潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ffe2dee43f267e1d1399c68e3ca60f36\" tg-width=\"600\" tg-height=\"371\"><span>E-commerce revenue in the U.S. Data source: Statista</span></p><p><blockquote><p class=\"t-img-caption\"><span>美国电子商务收入数据来源：Statista</span></p></blockquote></p><p> When we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the U.S. e-commerce market is only expected to grow at a CAGR of 4.67% from 2021 to 2025, which is significantly slower than China’s 12.4%. In addition, the U.S. market is also expected to reach about $563B in total revenue, which is 18% of what the China market is expected to be worth by then.</p><p><blockquote>当我们通过比较中国与美国电子商务市场的增长率和规模来更清晰地看待事物时，我们可以看到它们的规模和增长率的巨大差异，因为美国电子商务市场预计仅增长2021年至2025年的复合年增长率为4.67%，明显低于中国的12.4%。此外，美国市场的总收入预计也将达到约5630亿美元，是届时中国市场预计价值的18%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d5a8d0d8a6a2dcdf667a6f33c6c9771\" tg-width=\"1280\" tg-height=\"702\"><span>Peers EBIT Margin and Projected EBIT Margin. Data source: S&amp;P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>同行息税前利润率和预计息税前利润率。数据来源：标普资本智商</span></p></blockquote></p><p> Even though Alibaba has been facing increased competitive pressures from its fast growing key competitors: JD.com(NASDAQ:JD)and Pinduoduo(NASDAQ:PDD), BABA has already been operating a much more profitable business (both EBIT and FCF), and is expected to continue delivering strong profitability moving forward, which should give the company tremendous flexibility to compete head on with JD and PDD in its quest to extend its leadership. Investors may observe that BABA’s EBIT margin was affected by the one-off administrative penalty of $2,782M that was reflected in its SG&amp;A, and therefore skewed its EBIT margin to the downside.</p><p><blockquote>尽管阿里巴巴-SW一直面临着来自快速增长的主要竞争对手京东（纳斯达克：JD）和拼多多（纳斯达克：PDD）的越来越大的竞争压力，但阿里巴巴已经在经营利润更高的业务（息税前利润和自由现金流），并且预计未来将继续实现强劲的盈利能力，这将使该公司具有巨大的灵活性，可以与京东和拼多多正面竞争，以扩大其领导地位。投资者可能会注意到，阿里巴巴的息税前利润率受到其SG&amp;A中反映的27.82亿美元一次性行政罚款的影响，因此其息税前利润率出现下行。</blockquote></p><p></p><p> One important move was the company’s decision to further its investment in the Community Marketplace, which is PDD’s main e-commerce strategy that saw PDD gain a total of&nbsp;823M AAC&nbsp;in its latest quarter as compared to BABA’s 891M AAC. PDD’s AAC growth is truly phenomenal considering it had only&nbsp;100M AAC in Q2’C17&nbsp;as compared to BABA’s 466M AAC in the same period.</p><p><blockquote>一项重要举措是该公司决定进一步投资社区市场，这是拼多多的主要电子商务战略，拼多多在最近一个季度总共获得了8.23亿AAC，而阿里巴巴的AAC为8.91亿。与阿里巴巴同期的4.66亿AAC相比，拼多多的AAC在2017年第二季度仅有1亿AAC，其AAC增长确实是惊人的。</blockquote></p><p> Therefore, the momentum of growth has surely swung over to the Community Marketplace segment and BABA would need to pull out its big guns (which it has) to compete for dominance with PDD and JD.</p><p><blockquote>因此，增长势头肯定已经转向社区市场领域，阿里巴巴需要拿出重磅炸弹（它已经拥有）来与拼多多和京东争夺主导地位。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b83b69b08b1f4b11a26393c8e6eead5\" tg-width=\"600\" tg-height=\"371\"><span>Market size of community group buying in China. Data source: iiMedia Research</span></p><p><blockquote><p class=\"t-img-caption\"><span>中国社区团购的市场规模。数据来源：艾媒咨询</span></p></blockquote></p><p> Even though the expected total market size of 102B yuan by 2022 represented only about 21.5% of BABA’s FY 21 China commerce revenue, the expected rapid CAGR of 44.22% over 3 years from 2019 to 2022 cannot be missed by BABA. Although the market is still relatively small, BABA cannot allow the current leader in this market: PDD to so easily dominate and gobble up the early high growth rates at the ignorance of everyone else. Certainly BABA must compete and fight for its place in this segment and strive for early leadership to prevent PDD from extending its lead.</p><p><blockquote>尽管预计到2022年1020亿元的总市场规模仅占阿里巴巴21财年中国商业收入的21.5%左右，但阿里巴巴不能错过2019年至2022年3年内44.22%的预期快速复合年增长率。虽然市场还比较小，但BABA不能让这个市场目前的龙头：PDD在旁人无知的情况下，如此轻易地称霸并吞噬早期的高增长率。当然，阿里巴巴必须竞争并争取自己在这一领域的地位，并争取早期领导地位，以防止拼多多扩大领先优势。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b97b2b4a8a182dc9846d8fb7e4039877\" tg-width=\"1280\" tg-height=\"770\"><span>PDD profitability metrics &amp; revenue growth forecast. Data source: S&amp;P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>PDD盈利指标和收入增长预测。数据来源：标普资本智商</span></p></blockquote></p><p> We could observe from the above chart that PDD is expected to continue growing its revenue rapidly over the next few years, even though they are expected to normalize subsequently. More importantly, PDD is also expected to increasingly improve its EBIT and FCF profitability moving forward. This shows that the Community Marketplace segment is an highly important growth driver that BABA must use its strength to exploit in order to deny PDD’s claim to undisputed leadership so early on in the game.</p><p><blockquote>我们可以从上图中观察到，拼多多的收入预计将在未来几年继续快速增长，尽管预计随后将正常化。更重要的是，拼多多预计未来的息税前利润和自由现金流盈利能力也将日益提高。这表明社区市场细分市场是一个非常重要的增长动力，阿里巴巴必须利用其优势来利用它，以否认拼多多在游戏早期声称的无可争议的领导地位。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3aadc32155b4108426a1a982e3b5b1c2\" tg-width=\"640\" tg-height=\"360\"><span>China public cloud spending. Source:China Internet Watch; Canalys</span></p><p><blockquote><p class=\"t-img-caption\"><span>中国公有云支出。来源：中国互联网观察；Canalys</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c1538b9f7bdc8d6d35a72d9acf8ecbc\" tg-width=\"600\" tg-height=\"371\"><span>Size of China public cloud market. Data source: CAICT; Sina.com.cn</span></p><p><blockquote><p class=\"t-img-caption\"><span>中国公有云市场规模。数据来源：中国信通技术；新浪网</span></p></blockquote></p><p> BABA has a 40% share in China’s public cloud market, way ahead of its key competitors. However, it’s important to note that despite this leadership, BABA is still in heavy investment mode to continue growing its market share as China’s public cloud market is expected to grow from 26.48B yuan in 2017 to 230.74B yuan by 2023, which would represent a CAGR of 43.4%, an incredibly stellar growth rate. This is especially clear when we compare China’s growth rate to the worldwide growth rate (see below) as public cloud spending worldwide is expected to grow from $145B in 2017 to $397B by 2022, that would represent a CAGR of 22.3%.</p><p><blockquote>阿里巴巴在中国公有云市场拥有40%的份额，远远领先于其主要竞争对手。然而，值得注意的是，尽管处于领先地位，阿里巴巴仍处于大力投资模式，以继续扩大其市场份额，因为中国公共云市场预计将从2017年的264.8亿元增长到2023年的2307.4亿元，这将代表CAGR 43.4%，这是一个令人难以置信的出色增长率。当我们将中国的增长率与全球增长率（见下文）进行比较时，这一点尤其明显，因为全球公共云支出预计将从2017年的1450亿美元增长到2022年的3970亿美元，这将代表22.3%的CAGR。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/06198c569504bc303c34563041dfb294\" tg-width=\"600\" tg-height=\"371\"><span>Worldwide public cloud spending. Data source: Gartner</span></p><p><blockquote><p class=\"t-img-caption\"><span>全球公共云支出。数据来源：Gartner</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8482037f60575f964053ab732496bee3\" tg-width=\"1176\" tg-height=\"700\"><span>Worldwide public cloud market share. Source:CnTechPost; Gartner</span></p><p><blockquote><p class=\"t-img-caption\"><span>全球公共云市场份额。来源：CnTechPost；Gartner</span></p></blockquote></p><p> Therefore, I don’t find it surprising that Ali Cloud has continued to extend its lead over Alphabet’s(NASDAQ:GOOGL)(NASDAQ:GOOG)GCP with a market share of 9.5% in 2020. While AMZN remains the clear leader in the market, its market share has been coming down considerably as public cloud spending continues to expand, indicating that there is a huge potential for growth for multiple players to exist. With BABA’s leadership in the rapidly expanding Chinese market, I’m increasingly bullish on the future profit and FCF contribution from this segment to BABA’s performance over time. Although BABA’s cloud segment has not been EBIT profitable yet (FY 21 EBIT margin: -15%, FY 20 EBIT margin: -17.5%), it’s also useful to note that GCP has also not been profitable for Alphabet as well (FY 20 EBIT margin: -42.9%, FY 19 EBIT margin: -52%). Therefore, we need to give BABA some time to scale up its cloud services in APAC and in China where it is expected to have stronger leadership to allow it to grow faster and investors should expect this to be a highly profitable segment over time.</p><p><blockquote>因此，阿里云在2020年以9.5%的市场份额继续扩大对Alphabet（纳斯达克：GOOGL）（纳斯达克：GOOG）GCP的领先优势，我并不觉得奇怪。虽然亚马逊仍然是市场上明显的领导者，但随着公共云支出的持续扩大，其市场份额一直在大幅下降，这表明多个参与者存在巨大的增长潜力。凭借阿里巴巴在快速扩张的中国市场的领导地位，我越来越看好该细分市场未来的利润和自由现金流对阿里巴巴业绩的贡献。尽管阿里巴巴的云部门尚未实现息税前利润（21财年息税前利润率：-15%，20财年息税前利润率：-17.5%），但值得注意的是，Alphabet的GCP也尚未实现盈利（20财年息税前利润率：-42.9%，19财年息税前利润率：-52%）。因此，我们需要给阿里巴巴一些时间来扩大其在亚太地区和中国的云服务规模，预计阿里巴巴将拥有更强大的领导力，使其能够更快地增长，投资者应该预计随着时间的推移，这将是一个高利润的细分市场。</blockquote></p><p> <b>BABA's Valuations Look Highly Compelling</b></p><p><blockquote><b>阿里巴巴的估值看起来非常引人注目</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62a087c4b3ef7efc2c5dde813e3b959d\" tg-width=\"1000\" tg-height=\"600\"><span>NTM TEV / EBIT 3Y range.</span></p><p><blockquote><p class=\"t-img-caption\"><span>NTM TEV/EBIT 3Y范围。</span></p></blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2605c0e5ad364a7a43929fef204595c\" tg-width=\"1280\" tg-height=\"687\"><span>EV / Fwd EBIT and EV / Fwd Rev trend. Data source: S&amp;P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>EV/Fwd息税前利润和EV/Fwd Rev趋势。数据来源：标普资本智商</span></p></blockquote></p><p> When we consider BABA's TEV / EBIT historical range, where the 3Y mean read 33.54x, BABA’s EV / Fwd EBIT trend certainly imply a hugely undervalued stock as BABA is still expected to grow its revenue and operating profits rapidly. However, as we wanted to obtain greater clarity over how its counterparts are also valued, we thought it would be useful if we value BABA’s EBIT over a set of benchmark companies that is presented below.</p><p><blockquote>当我们考虑阿里巴巴的TEV/EBIT历史范围（3年平均值为33.54倍）时，阿里巴巴的EV/Fwd EBIT趋势无疑意味着该股票被严重低估，因为预计阿里巴巴的收入和营业利润仍将快速增长。然而，由于我们希望更清楚地了解其同行的估值情况，我们认为如果我们对阿里巴巴的息税前利润进行估值，而不是下面介绍的一组基准公司，这将是有用的。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d27873e676dfb23c98d4a69aa5861e02\" tg-width=\"1280\" tg-height=\"1117\"><span>Peers EV / EBIT Valuations. Data source: S&amp;P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>同行EV/EBIT估值。数据来源：标普资本智商</span></p></blockquote></p><p> By using a blend of historical and forward EBIT, we could see that BABA’s EV / EBIT really looks undervalued when compared to the median value of the set of observed values from the benchmark companies. We derived a fair value range for BABA of $294.98 at the midpoint of the range, that represented a potential upside of 40.5% based on the current stock price of $210.</p><p><blockquote>通过混合使用历史和远期息税前利润，我们可以看到，与基准公司一组观察值的中值相比，阿里巴巴的EV/EBIT看起来确实被低估了。我们得出阿里巴巴的公允价值范围为294.98美元，位于该范围的中点，基于当前210美元的股价，这意味着40.5%的潜在上涨空间。</blockquote></p><p> <b>Risks to Assumptions</b></p><p><blockquote><b>假设风险</b></blockquote></p><p> Now, it’s obviously baffling to watch how Mr. Market has decided to discount BABA to such an extent as if the company has lost all its key sources of growth, when in fact there is still so much potential upside coming from its commerce segment, the new marketplace initiatives and its growing Ali Cloud segment, among others. The main realistic reason that we identified for the stock's underperformance would simply be regulatory risk. We think investors should acknowledge that this risk is very real and at times huge Chinese companies have found themselves to be subjected to extra scrutiny (which is nothing new in fact) by the Chinese government. What’s critical here is that the Chinese government seemingly has significant clout over the behavior and actions of their tech behemoths that at times may be largely unpredictable. The market certainly hates unpredictability and therefore they may have significantly discounted BABA as a result of that. If investors are not able to handle uncertainty with regard to potentially unpredictable regulatory actions and their aftermath, then BABA may not be appropriate for you. However, if you believe that this is just a blip in BABA’s long journey, then you would surely find BABA's valuations extremely attractive right now, coupled with a long term mindset.</p><p><blockquote>现在，看着先生如何表现显然令人困惑。市场决定对阿里巴巴进行折扣，就好像该公司已经失去了所有关键的增长来源，而事实上，其商业部门、新的市场举措和不断增长的阿里云部门仍有很大的潜在上涨空间，其中。我们认为该股表现不佳的主要现实原因只是监管风险。我们认为投资者应该承认这种风险是非常真实的，有时大型中国公司会发现自己受到中国政府的额外审查（事实上这并不是什么新鲜事）。这里关键的是，中国政府似乎对其科技巨头的行为和行动拥有重大影响力，而这些影响力有时可能在很大程度上是不可预测的。市场当然讨厌不可预测性，因此他们可能会因此大幅折扣阿里巴巴。如果投资者无法应对潜在不可预测的监管行动及其后果的不确定性，那么阿里巴巴可能不适合您。然而，如果你认为这只是阿里巴巴漫长旅程中的一个短暂时刻，那么你肯定会发现阿里巴巴现在的估值极具吸引力，再加上长期思维。</blockquote></p><p> <b>Wrapping It All Up</b></p><p><blockquote><b>把这一切包起来</b></blockquote></p><p> Alibaba has continued to deliver solid results that demonstrated the strong capability of the company to execute well. As the company continues to operate within a market with so many growth drivers that are expected to drive the company’s future growth, investors should find the current valuations highly attractive.</p><p><blockquote>阿里巴巴-SW继续取得稳健的业绩，展示了公司强大的执行能力。由于该公司继续在一个拥有如此多增长动力的市场中运营，预计将推动公司未来的增长，投资者应该会发现当前的估值非常有吸引力。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175693382","content_text":"Summary\n\nAlibaba is probably the most undervalued growth stock right now.\nThe company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.\nThe short term technical picture may be turning bullish with a potential double bottom price action signal.\nWe discuss the company’s multiple growth drivers and let investors judge for themselves.\n\nYongyuan Dai/iStock Unreleased via Getty Images\nThe Technical Thesis\nSource: TradingView\nAlibaba’s stock price has endured a terrible 8 months ever since its Ant Financial IPO was pulled in early Nov 20, with the stock languishing in the doldrums 34% off its high. When considering the health of its long term uptrend, it’s clear that BABA has a relatively strong uptrend bias and has generally been well supported along its key 50W MA. The only other time in the last 4 years that it lost its key 50W MA support level was during the 2018 bear market where BABA dropped about 40%, but was still well supported above the important 200W MA, which we usually consider as the “last line of defense”. Right now BABA is somewhat facing a similar situation again: down 34%, lost the 50W MA, but looks to be well supported above the 200W MA. In addition to that, one interesting observation in price action analysis may lead price action traders/investors to be especially bullish: a potential double bottom formation. BABA's price is seemingly going through a double bottom like it did during the 2018 bear market before it rallied strongly thereafter. As a result, BABA’s current level may offer a possible technical buy entry point now.\nBABA's Fundamental Thesis: Rapidly Expanding Growth Drivers\nAnnual GMV. Data source: Company filings\nAnnual e-commerce revenue. Data source: Company filings\nBABA’s GMV grew from 1.68T yuan to 7.49T yuan in just a matter of 7 years, which represented a CAGR of 23.8%, a truly amazing growth rate. We also saw its GMV growth being converted into revenue growth as its China commerce revenue grew from 7.67B yuan to 473.68B yuan, at a CAGR of 51% over the last 10 years. While its international footprint remains considerably smaller, it still grew at a CAGR of 30.42% over the last 10 years, which was by no means slow.\nEven though China’s e-commerce market is expected to grow considerably slower at a CAGR of 12.4% over the next three years, from 13.8T yuan, equivalent to $2.16T in 2021 to 19.6T yuan,equivalent to $3.06T by 2024, the massive size of the market still offers tremendous upside potential for BABA and its closest competitors to grow into.\nE-commerce revenue in the U.S. Data source: Statista\nWhen we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the U.S. e-commerce market is only expected to grow at a CAGR of 4.67% from 2021 to 2025, which is significantly slower than China’s 12.4%. In addition, the U.S. market is also expected to reach about $563B in total revenue, which is 18% of what the China market is expected to be worth by then.\nPeers EBIT Margin and Projected EBIT Margin. Data source: S&P Capital IQ\nEven though Alibaba has been facing increased competitive pressures from its fast growing key competitors: JD.com(NASDAQ:JD)and Pinduoduo(NASDAQ:PDD), BABA has already been operating a much more profitable business (both EBIT and FCF), and is expected to continue delivering strong profitability moving forward, which should give the company tremendous flexibility to compete head on with JD and PDD in its quest to extend its leadership. Investors may observe that BABA’s EBIT margin was affected by the one-off administrative penalty of $2,782M that was reflected in its SG&A, and therefore skewed its EBIT margin to the downside.\nOne important move was the company’s decision to further its investment in the Community Marketplace, which is PDD’s main e-commerce strategy that saw PDD gain a total of 823M AAC in its latest quarter as compared to BABA’s 891M AAC. PDD’s AAC growth is truly phenomenal considering it had only 100M AAC in Q2’C17 as compared to BABA’s 466M AAC in the same period.\nTherefore, the momentum of growth has surely swung over to the Community Marketplace segment and BABA would need to pull out its big guns (which it has) to compete for dominance with PDD and JD.\nMarket size of community group buying in China. Data source: iiMedia Research\nEven though the expected total market size of 102B yuan by 2022 represented only about 21.5% of BABA’s FY 21 China commerce revenue, the expected rapid CAGR of 44.22% over 3 years from 2019 to 2022 cannot be missed by BABA. Although the market is still relatively small, BABA cannot allow the current leader in this market: PDD to so easily dominate and gobble up the early high growth rates at the ignorance of everyone else. Certainly BABA must compete and fight for its place in this segment and strive for early leadership to prevent PDD from extending its lead.\nPDD profitability metrics & revenue growth forecast. Data source: S&P Capital IQ\nWe could observe from the above chart that PDD is expected to continue growing its revenue rapidly over the next few years, even though they are expected to normalize subsequently. More importantly, PDD is also expected to increasingly improve its EBIT and FCF profitability moving forward. This shows that the Community Marketplace segment is an highly important growth driver that BABA must use its strength to exploit in order to deny PDD’s claim to undisputed leadership so early on in the game.\nChina public cloud spending. Source:China Internet Watch; Canalys\nSize of China public cloud market. Data source: CAICT; Sina.com.cn\nBABA has a 40% share in China’s public cloud market, way ahead of its key competitors. However, it’s important to note that despite this leadership, BABA is still in heavy investment mode to continue growing its market share as China’s public cloud market is expected to grow from 26.48B yuan in 2017 to 230.74B yuan by 2023, which would represent a CAGR of 43.4%, an incredibly stellar growth rate. This is especially clear when we compare China’s growth rate to the worldwide growth rate (see below) as public cloud spending worldwide is expected to grow from $145B in 2017 to $397B by 2022, that would represent a CAGR of 22.3%.\nWorldwide public cloud spending. Data source: Gartner\nWorldwide public cloud market share. Source:CnTechPost; Gartner\nTherefore, I don’t find it surprising that Ali Cloud has continued to extend its lead over Alphabet’s(NASDAQ:GOOGL)(NASDAQ:GOOG)GCP with a market share of 9.5% in 2020. While AMZN remains the clear leader in the market, its market share has been coming down considerably as public cloud spending continues to expand, indicating that there is a huge potential for growth for multiple players to exist. With BABA’s leadership in the rapidly expanding Chinese market, I’m increasingly bullish on the future profit and FCF contribution from this segment to BABA’s performance over time. Although BABA’s cloud segment has not been EBIT profitable yet (FY 21 EBIT margin: -15%, FY 20 EBIT margin: -17.5%), it’s also useful to note that GCP has also not been profitable for Alphabet as well (FY 20 EBIT margin: -42.9%, FY 19 EBIT margin: -52%). Therefore, we need to give BABA some time to scale up its cloud services in APAC and in China where it is expected to have stronger leadership to allow it to grow faster and investors should expect this to be a highly profitable segment over time.\nBABA's Valuations Look Highly Compelling\nNTM TEV / EBIT 3Y range.\nEV / Fwd EBIT and EV / Fwd Rev trend. Data source: S&P Capital IQ\nWhen we consider BABA's TEV / EBIT historical range, where the 3Y mean read 33.54x, BABA’s EV / Fwd EBIT trend certainly imply a hugely undervalued stock as BABA is still expected to grow its revenue and operating profits rapidly. However, as we wanted to obtain greater clarity over how its counterparts are also valued, we thought it would be useful if we value BABA’s EBIT over a set of benchmark companies that is presented below.\nPeers EV / EBIT Valuations. Data source: S&P Capital IQ\nBy using a blend of historical and forward EBIT, we could see that BABA’s EV / EBIT really looks undervalued when compared to the median value of the set of observed values from the benchmark companies. We derived a fair value range for BABA of $294.98 at the midpoint of the range, that represented a potential upside of 40.5% based on the current stock price of $210.\nRisks to Assumptions\nNow, it’s obviously baffling to watch how Mr. Market has decided to discount BABA to such an extent as if the company has lost all its key sources of growth, when in fact there is still so much potential upside coming from its commerce segment, the new marketplace initiatives and its growing Ali Cloud segment, among others. The main realistic reason that we identified for the stock's underperformance would simply be regulatory risk. We think investors should acknowledge that this risk is very real and at times huge Chinese companies have found themselves to be subjected to extra scrutiny (which is nothing new in fact) by the Chinese government. What’s critical here is that the Chinese government seemingly has significant clout over the behavior and actions of their tech behemoths that at times may be largely unpredictable. The market certainly hates unpredictability and therefore they may have significantly discounted BABA as a result of that. If investors are not able to handle uncertainty with regard to potentially unpredictable regulatory actions and their aftermath, then BABA may not be appropriate for you. However, if you believe that this is just a blip in BABA’s long journey, then you would surely find BABA's valuations extremely attractive right now, coupled with a long term mindset.\nWrapping It All Up\nAlibaba has continued to deliver solid results that demonstrated the strong capability of the company to execute well. As the company continues to operate within a market with so many growth drivers that are expected to drive the company’s future growth, investors should find the current valuations highly attractive.","news_type":1,"symbols_score_info":{"BABA":0.9,"09988":0.9}},"isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161138017,"gmtCreate":1623909728439,"gmtModify":1634025979465,"author":{"id":"3584325113965172","authorId":"3584325113965172","name":"6966df2b","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584325113965172","authorIdStr":"3584325113965172"},"themes":[],"htmlText":"Comments","listText":"Comments","text":"Comments","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/161138017","repostId":"2143379379","repostType":4,"isVote":1,"tweetType":1,"viewCount":452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184568340,"gmtCreate":1623719021580,"gmtModify":1634029661347,"author":{"id":"3584325113965172","authorId":"3584325113965172","name":"6966df2b","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584325113965172","authorIdStr":"3584325113965172"},"themes":[],"htmlText":"Moon","listText":"Moon","text":"Moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/184568340","repostId":"2143738496","repostType":4,"isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}