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Jer_Soul

Jer_Soul

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2021-11-22

Buy😂

Best Buy, Zoom, Pinduoduo, Xpeng,Xiaomi,Meituan and Other Stocks for Investors to Watch This Week<blockquote>本周投资者关注百思买、Zoom、拼多多、小鹏、小米、美团等股票</blockquote>

2021-12-11

[Cool]

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2021-09-28

Why drop

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2021-08-06

Buy buy buy

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2021-07-31

Next week better !

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2021-12-02

[Cool]

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2021-10-07

😀

Here are 10 'high conviction' stocks of companies with strong pricing power and at least 20% upside potential to UBS targets<blockquote>以下是 10 只具有强大定价能力且对瑞银目标至少有 20% 上涨潜力的“高信念”公司股票</blockquote>

2021-09-18

No good

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2021-08-17

I see….

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2021-08-13

Sian Liao

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}\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\">\n3M to combine food safety business with Neogen<blockquote>3M 将与 Neogen 合并食品安全业务</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-12-14 19:48</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Industrial giant 3M Co(MMM.N)will separate its food safety business and merge it with Neogen Corp(NEOG.O)in a $5.3 billion deal, including new debt, the food testing and animal healthcare specialist said on Tuesday.</p><p><blockquote>食品检测和动物保健专家 3M Co (MMM.N) 周二表示，工业巨头 3M Co (MMM.N) 将剥离其食品安全业务，并以 53 亿美元的交易与 Neogen Corp (NEOG.O) 合并，其中包括新债务。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/markets/deals/3m-combine-food-safety-business-with-neogen-2021-12-14/\">Reuters</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MMM":"3M"},"source_url":"https://www.reuters.com/markets/deals/3m-combine-food-safety-business-with-neogen-2021-12-14/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110120887","content_text":"Industrial giant 3M Co(MMM.N)will separate its food safety business and merge it with Neogen Corp(NEOG.O)in a $5.3 billion deal, including new debt, the food testing and animal healthcare specialist said on Tuesday.","news_type":1,"symbols_score_info":{"MMM":0.9}},"isVote":1,"tweetType":1,"viewCount":2925,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604148532,"gmtCreate":1639362908678,"gmtModify":1639362908965,"author":{"id":"3585044510958477","authorId":"3585044510958477","name":"Jer_Soul","avatar":"https://static.tigerbbs.com/1e2cafce52f5cbb77f8b4a073c7be9a3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585044510958477","authorIdStr":"3585044510958477"},"themes":[],"title":"","htmlText":"[What]&nbsp;","listText":"[What]&nbsp;","text":"[What]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/604148532","repostId":"1171271872","repostType":4,"repost":{"id":"1171271872","kind":"news","pubTimestamp":1639348466,"share":"https://www.laohunote.com/m/news/1171271872?lang=zh_CN&edition=full","pubTime":"2021-12-13 06:34","market":"us","language":"en","title":"Rivian,Adobe,FedEx,Lennar,Campbell Soup,and Other Stocks to Watch This Week<blockquote>Rivian、Adobe、FedEx、Lenner、Campbell Soup 和本周值得关注的其他股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1171271872","media":"Barrons","summary":"The main event for investors this week will be the Federal Reserve’s rate-setting committee’s last meeting of 2021. Recent commentary from officials has leaned more hawkish, setting up a potential announcement of plans to accelerate monthly asset purchase tapering.The Federal Open Market Committee’s two-day meeting takes place on Tuesday and Wednesday.Earnings reports this week are few, but will include Campbell Soup on Tuesday;Lennar,Accenture,FedEx,Rivian Automotive, and Adobe on Thursday; and","content":"<p>The main event for investors this week will be the Federal Reserve’s rate-setting committee’s&nbsp;last meeting of 2021. Recent commentary from officials has leaned more hawkish, setting up a potential announcement of plans to accelerate monthly asset purchase tapering.</p><p><blockquote>本周投资者的主要活动将是美联储利率制定委员会 2021 年的最后一次会议。官员们最近的评论更加鹰派，可能会宣布加速每月资产购买缩减规模的计划。</blockquote></p><p> The Federal Open Market Committee’s two-day meeting takes place on Tuesday and Wednesday.</p><p><blockquote>联邦公开市场委员会为期两天的会议将于周二和周三举行。</blockquote></p><p> Earnings reports this week are few, but will include&nbsp;Campbell Soup&nbsp;on Tuesday;Lennar,Accenture,FedEx,Rivian&nbsp;Automotive, and&nbsp;Adobe&nbsp;on Thursday; and&nbsp;Darden Restaurants&nbsp;on Friday.</p><p><blockquote>本周的财报很少，但将包括周二的金宝汤；Lenner、埃森哲、联邦快递、Rivian Automotive 和 Adobe 周四；周五的达顿餐厅。</blockquote></p><p> Economic data coming out this week includes the Bureau of Labor Statistics’ producer price index for November on Tuesday. Economists expect a 0.55% month-over-month rise for the headline index and a 0.4% gain for the core PPI. Those would both roughly match October’s pace of producer inflation.</p><p><blockquote>本周公布的经济数据包括美国劳工统计局周二公布的 11 月份生产者价格指数。经济学家预计总体指数环比上涨0.55%，核心PPI上涨0.4%。这两者都将大致与 10 月份的生产者通胀率持平。</blockquote></p><p> Other data releases include the National Federation of Independent Businesses’ sentiment&nbsp;index on Tuesday, November retail-sales spending from the Census Bureau on Wednesday, and the November housing starts on Thursday.</p><p><blockquote>其他数据还包括周二公布的全国独立企业联合会（National Federation of Independent Businesses）的情绪指数、周三公布的人口普查局（Census Bureau）的 11 月份零售销售支出以及周四公布的 11 月份房屋开工数据。</blockquote></p><p> <b>Monday 12/13</b></p><p><blockquote><b>12/13星期一</b></blockquote></p><p> J.Jill&nbsp;and&nbsp;PHX Minerals&nbsp;host earnings conference calls.</p><p><blockquote>J.Jill 和 PHX Minerals 在评级举办盈利会议。</blockquote></p><p> <b>Tuesday 12/14</b></p><p><blockquote><b>星期二 12/14</b></blockquote></p><p> Campbell Soup, Barnes Group, and&nbsp;Avaya Holdings&nbsp;host investor days.</p><p><blockquote>Campbell Soup、Barnes Group 和 Avaya Holdings 举办投资者日。</blockquote></p><p> <b>The Bureau of Labor</b>&nbsp;Statistics releases the producer price index for November. Consensus estimate is for a 0.55% month-over-month rise, and for the core PPI, which excludes food and energy, to gain 0.4%. This compares with increases of 0.6% and 0.4%, respectively, in October.</p><p><blockquote><b>劳工局</b>统计局发布了11月份的生产者价格指数。普遍预计环比上涨 0.55%，不包括食品和能源的核心 PPI 将上涨 0.4%。相比之下，10 月份分别增长了 0.6% 和 0.4%。</blockquote></p><p> <b>The National Federation</b>&nbsp;of Independent Businesses reports its index, which surveys about 5,000 small-business owners across the country, for November. Expectations call for a reading of 98.3, compared with 98.2 in October.</p><p><blockquote><b>全国联合会</b>独立企业报告了11月份的指数，该指数调查了全国约5000名小企业主。看涨期权的预期读数为98.3，而10月份为98.2。</blockquote></p><p> <b>Wednesday 12/15</b></p><p><blockquote><b>12/15星期三</b></blockquote></p><p> <b>The Federal Open Market Committee</b> concludes its two-day meeting, when policy makers will discuss accelerating the timetable for tapering monthly securities purchases.</p><p><blockquote><b>联邦公开市场委员会</b>结束为期两天的会议，政策制定者将讨论加快逐步减少每月证券购买的时间表。</blockquote></p><p> <b>The BLS reports</b> export and import price data for November. Expectations are for a 0.5% month-over-month rise in export prices, while import prices are seen increasing 0.5%. This compares with gains of 1.5% and 1.2%, respectively, in October.</p><p><blockquote><b>BLS报告</b>11月份进出口价格数据。预计出口价格将环比上涨 0.5%，而进口价格将上涨 0.5%。相比之下，10 月份的涨幅分别为 1.5% 和 1.2%。</blockquote></p><p> <b>The National Association</b> of Home Builders releases its NAHB/Wells Fargo Housing Market Index for December. Consensus estimate is for an 84 reading, compared with an 83 reading in November. The index peaked at 90 late last year, and home builders remain bullish on the housing market.</p><p><blockquote><b>全国协会</b>住宅建筑商发布了12月份的NAHB/富国银行住房市场指数。普遍估计读数为84，而11月份的读数为83。该指数去年底达到90的峰值，房屋建筑商仍然看好房地产市场。</blockquote></p><p> <b>The Census Bureau</b> reports on retail-sales spending for November. Expectations are for a seasonally adjusted 0.7% month-over-month increase in retail sales, compared with a 1.7% rise in October. Excluding autos, spending is seen rising 0.8%, compared with 1.7% in the previous period.</p><p><blockquote><b>人口普查局</b>11 月份零售支出报告。经季节性调整后，预计零售额环比增长 0.7%，而 10 月份为 1.7%。不包括汽车，支出预计增长 0.8%，而上一时期为 1.7%。</blockquote></p><p> <b>Thursday 12/16</b></p><p><blockquote><b>星期四 12/16</b></blockquote></p><p> Heico,Lennar, Accenture, FedEx, Jabil, Adobe, Rivian Automotive, and Nordson are among companies hosting earnings conference calls.</p><p><blockquote>Heico、Lennar、埃森哲、联邦快递、捷普、Adobe、Rivian汽车和诺信等公司在评级举办了财报会议。</blockquote></p><p> <b>The Census Bureau</b>releases its New Residential Construction report for November. The seasonally adjusted annual rate of housing starts is expected to be 1.563 million units, compared with 1.52 million in October. A housing start is counted when excavation begins on a home. Permits issued for new-home construction are expected to be 1.655 million, compared with 1.653 million in October.</p><p><blockquote><b>人口普查局</b>发布11月份新的住宅建设报告。经季节性调整后的新屋开工率预计为156.3万套，而10月份为152万套。当房屋开始挖掘时，房屋开始计算。新房建设许可证预计为165.5万份，而10月份为165.3万份。</blockquote></p><p> <b>The Bank of England</b> announces its interest-rate decision and publishes the minutes of the meeting.</p><p><blockquote><b>英格兰银行</b>宣布利率决定并公布会议纪要。</blockquote></p><p> <b>The Federal Reserve</b> releases industrial production data for November. Economists are looking for a 0.6% rise, after a 1.6% increase in October. Capacity utilization is expected at 76.8, roughly in line with October’s 76.4%.</p><p><blockquote><b>美联储</b>公布11月份工业生产数据。继 10 月份上涨 1.6% 之后，经济学家预计上涨 0.6%。产能利用率预计为 76.8%，与 10 月份的 76.4% 大致持平。</blockquote></p><p> <b>Friday 12/17</b></p><p><blockquote><b>12/17星期五</b></blockquote></p><p> Steelcase,Darden Restaurants, and&nbsp;Quanex Building Products&nbsp;host earnings conference calls.</p><p><blockquote>Steelcase、Darden Restaurants 和 Quanex Building Products 在评级举办财报会议。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Rivian,Adobe,FedEx,Lennar,Campbell Soup,and Other Stocks to Watch This Week<blockquote>Rivian、Adobe、FedEx、Lenner、Campbell Soup 和本周值得关注的其他股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRivian,Adobe,FedEx,Lennar,Campbell Soup,and Other Stocks to Watch This Week<blockquote>Rivian、Adobe、FedEx、Lenner、Campbell Soup 和本周值得关注的其他股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-13 06:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The main event for investors this week will be the Federal Reserve’s rate-setting committee’s&nbsp;last meeting of 2021. Recent commentary from officials has leaned more hawkish, setting up a potential announcement of plans to accelerate monthly asset purchase tapering.</p><p><blockquote>本周投资者的主要活动将是美联储利率制定委员会 2021 年的最后一次会议。官员们最近的评论更加鹰派，可能会宣布加速每月资产购买缩减规模的计划。</blockquote></p><p> The Federal Open Market Committee’s two-day meeting takes place on Tuesday and Wednesday.</p><p><blockquote>联邦公开市场委员会为期两天的会议将于周二和周三举行。</blockquote></p><p> Earnings reports this week are few, but will include&nbsp;Campbell Soup&nbsp;on Tuesday;Lennar,Accenture,FedEx,Rivian&nbsp;Automotive, and&nbsp;Adobe&nbsp;on Thursday; and&nbsp;Darden Restaurants&nbsp;on Friday.</p><p><blockquote>本周的财报很少，但将包括周二的金宝汤；Lenner、埃森哲、联邦快递、Rivian Automotive 和 Adobe 周四；周五的达顿餐厅。</blockquote></p><p> Economic data coming out this week includes the Bureau of Labor Statistics’ producer price index for November on Tuesday. Economists expect a 0.55% month-over-month rise for the headline index and a 0.4% gain for the core PPI. Those would both roughly match October’s pace of producer inflation.</p><p><blockquote>本周公布的经济数据包括美国劳工统计局周二公布的 11 月份生产者价格指数。经济学家预计总体指数环比上涨0.55%，核心PPI上涨0.4%。这两者都将大致与 10 月份的生产者通胀率持平。</blockquote></p><p> Other data releases include the National Federation of Independent Businesses’ sentiment&nbsp;index on Tuesday, November retail-sales spending from the Census Bureau on Wednesday, and the November housing starts on Thursday.</p><p><blockquote>其他数据还包括周二公布的全国独立企业联合会（National Federation of Independent Businesses）的情绪指数、周三公布的人口普查局（Census Bureau）的 11 月份零售销售支出以及周四公布的 11 月份房屋开工数据。</blockquote></p><p> <b>Monday 12/13</b></p><p><blockquote><b>12/13星期一</b></blockquote></p><p> J.Jill&nbsp;and&nbsp;PHX Minerals&nbsp;host earnings conference calls.</p><p><blockquote>J.Jill 和 PHX Minerals 在评级举办盈利会议。</blockquote></p><p> <b>Tuesday 12/14</b></p><p><blockquote><b>星期二 12/14</b></blockquote></p><p> Campbell Soup, Barnes Group, and&nbsp;Avaya Holdings&nbsp;host investor days.</p><p><blockquote>Campbell Soup、Barnes Group 和 Avaya Holdings 举办投资者日。</blockquote></p><p> <b>The Bureau of Labor</b>&nbsp;Statistics releases the producer price index for November. Consensus estimate is for a 0.55% month-over-month rise, and for the core PPI, which excludes food and energy, to gain 0.4%. This compares with increases of 0.6% and 0.4%, respectively, in October.</p><p><blockquote><b>劳工局</b>统计局发布了11月份的生产者价格指数。普遍预计环比上涨 0.55%，不包括食品和能源的核心 PPI 将上涨 0.4%。相比之下，10 月份分别增长了 0.6% 和 0.4%。</blockquote></p><p> <b>The National Federation</b>&nbsp;of Independent Businesses reports its index, which surveys about 5,000 small-business owners across the country, for November. Expectations call for a reading of 98.3, compared with 98.2 in October.</p><p><blockquote><b>全国联合会</b>独立企业报告了11月份的指数，该指数调查了全国约5000名小企业主。看涨期权的预期读数为98.3，而10月份为98.2。</blockquote></p><p> <b>Wednesday 12/15</b></p><p><blockquote><b>12/15星期三</b></blockquote></p><p> <b>The Federal Open Market Committee</b> concludes its two-day meeting, when policy makers will discuss accelerating the timetable for tapering monthly securities purchases.</p><p><blockquote><b>联邦公开市场委员会</b>结束为期两天的会议，政策制定者将讨论加快逐步减少每月证券购买的时间表。</blockquote></p><p> <b>The BLS reports</b> export and import price data for November. Expectations are for a 0.5% month-over-month rise in export prices, while import prices are seen increasing 0.5%. This compares with gains of 1.5% and 1.2%, respectively, in October.</p><p><blockquote><b>BLS报告</b>11月份进出口价格数据。预计出口价格将环比上涨 0.5%，而进口价格将上涨 0.5%。相比之下，10 月份的涨幅分别为 1.5% 和 1.2%。</blockquote></p><p> <b>The National Association</b> of Home Builders releases its NAHB/Wells Fargo Housing Market Index for December. Consensus estimate is for an 84 reading, compared with an 83 reading in November. The index peaked at 90 late last year, and home builders remain bullish on the housing market.</p><p><blockquote><b>全国协会</b>住宅建筑商发布了12月份的NAHB/富国银行住房市场指数。普遍估计读数为84，而11月份的读数为83。该指数去年底达到90的峰值，房屋建筑商仍然看好房地产市场。</blockquote></p><p> <b>The Census Bureau</b> reports on retail-sales spending for November. Expectations are for a seasonally adjusted 0.7% month-over-month increase in retail sales, compared with a 1.7% rise in October. Excluding autos, spending is seen rising 0.8%, compared with 1.7% in the previous period.</p><p><blockquote><b>人口普查局</b>11 月份零售支出报告。经季节性调整后，预计零售额环比增长 0.7%，而 10 月份为 1.7%。不包括汽车，支出预计增长 0.8%，而上一时期为 1.7%。</blockquote></p><p> <b>Thursday 12/16</b></p><p><blockquote><b>星期四 12/16</b></blockquote></p><p> Heico,Lennar, Accenture, FedEx, Jabil, Adobe, Rivian Automotive, and Nordson are among companies hosting earnings conference calls.</p><p><blockquote>Heico、Lennar、埃森哲、联邦快递、捷普、Adobe、Rivian汽车和诺信等公司在评级举办了财报会议。</blockquote></p><p> <b>The Census Bureau</b>releases its New Residential Construction report for November. The seasonally adjusted annual rate of housing starts is expected to be 1.563 million units, compared with 1.52 million in October. A housing start is counted when excavation begins on a home. Permits issued for new-home construction are expected to be 1.655 million, compared with 1.653 million in October.</p><p><blockquote><b>人口普查局</b>发布11月份新的住宅建设报告。经季节性调整后的新屋开工率预计为156.3万套，而10月份为152万套。当房屋开始挖掘时，房屋开始计算。新房建设许可证预计为165.5万份，而10月份为165.3万份。</blockquote></p><p> <b>The Bank of England</b> announces its interest-rate decision and publishes the minutes of the meeting.</p><p><blockquote><b>英格兰银行</b>宣布利率决定并公布会议纪要。</blockquote></p><p> <b>The Federal Reserve</b> releases industrial production data for November. Economists are looking for a 0.6% rise, after a 1.6% increase in October. Capacity utilization is expected at 76.8, roughly in line with October’s 76.4%.</p><p><blockquote><b>美联储</b>公布11月份工业生产数据。继 10 月份上涨 1.6% 之后，经济学家预计上涨 0.6%。产能利用率预计为 76.8%，与 10 月份的 76.4% 大致持平。</blockquote></p><p> <b>Friday 12/17</b></p><p><blockquote><b>12/17星期五</b></blockquote></p><p> Steelcase,Darden Restaurants, and&nbsp;Quanex Building Products&nbsp;host earnings conference calls.</p><p><blockquote>Steelcase、Darden Restaurants 和 Quanex Building Products 在评级举办财报会议。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/stocks-to-watch-this-week-fedex-rivian-lennar-campbell-adobe-51639330550?mod=hp_LEAD_3\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index","PHX":"潘汉德尔油气","RIVN":"Rivian Automotive, Inc.","CPB":"金宝汤","HEI":"海科航空",".IXIC":"NASDAQ Composite","JILL":"J.Jill Inc.","DRI":"达登饭店","ACN":"埃森哲","ADBE":"Adobe","FDX":"联邦快递","LEN":"莱纳建筑公司"},"source_url":"https://www.barrons.com/articles/stocks-to-watch-this-week-fedex-rivian-lennar-campbell-adobe-51639330550?mod=hp_LEAD_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171271872","content_text":"The main event for investors this week will be the Federal Reserve’s rate-setting committee’s last meeting of 2021. Recent commentary from officials has leaned more hawkish, setting up a potential announcement of plans to accelerate monthly asset purchase tapering.\nThe Federal Open Market Committee’s two-day meeting takes place on Tuesday and Wednesday.\nEarnings reports this week are few, but will include Campbell Soup on Tuesday;Lennar,Accenture,FedEx,Rivian Automotive, and Adobe on Thursday; and Darden Restaurants on Friday.\nEconomic data coming out this week includes the Bureau of Labor Statistics’ producer price index for November on Tuesday. Economists expect a 0.55% month-over-month rise for the headline index and a 0.4% gain for the core PPI. Those would both roughly match October’s pace of producer inflation.\nOther data releases include the National Federation of Independent Businesses’ sentiment index on Tuesday, November retail-sales spending from the Census Bureau on Wednesday, and the November housing starts on Thursday.\nMonday 12/13\nJ.Jill and PHX Minerals host earnings conference calls.\nTuesday 12/14\nCampbell Soup, Barnes Group, and Avaya Holdings host investor days.\nThe Bureau of Labor Statistics releases the producer price index for November. Consensus estimate is for a 0.55% month-over-month rise, and for the core PPI, which excludes food and energy, to gain 0.4%. This compares with increases of 0.6% and 0.4%, respectively, in October.\nThe National Federation of Independent Businesses reports its index, which surveys about 5,000 small-business owners across the country, for November. Expectations call for a reading of 98.3, compared with 98.2 in October.\nWednesday 12/15\nThe Federal Open Market Committee concludes its two-day meeting, when policy makers will discuss accelerating the timetable for tapering monthly securities purchases.\nThe BLS reports export and import price data for November. Expectations are for a 0.5% month-over-month rise in export prices, while import prices are seen increasing 0.5%. This compares with gains of 1.5% and 1.2%, respectively, in October.\nThe National Association of Home Builders releases its NAHB/Wells Fargo Housing Market Index for December. Consensus estimate is for an 84 reading, compared with an 83 reading in November. The index peaked at 90 late last year, and home builders remain bullish on the housing market.\nThe Census Bureau reports on retail-sales spending for November. Expectations are for a seasonally adjusted 0.7% month-over-month increase in retail sales, compared with a 1.7% rise in October. Excluding autos, spending is seen rising 0.8%, compared with 1.7% in the previous period.\nThursday 12/16\nHeico,Lennar, Accenture, FedEx, Jabil, Adobe, Rivian Automotive, and Nordson are among companies hosting earnings conference calls.\nThe Census Bureaureleases its New Residential Construction report for November. The seasonally adjusted annual rate of housing starts is expected to be 1.563 million units, compared with 1.52 million in October. A housing start is counted when excavation begins on a home. Permits issued for new-home construction are expected to be 1.655 million, compared with 1.653 million in October.\nThe Bank of England announces its interest-rate decision and publishes the minutes of the meeting.\nThe Federal Reserve releases industrial production data for November. Economists are looking for a 0.6% rise, after a 1.6% increase in October. Capacity utilization is expected at 76.8, roughly in line with October’s 76.4%.\nFriday 12/17\nSteelcase,Darden Restaurants, and Quanex Building Products host earnings conference calls.","news_type":1,"symbols_score_info":{"LEN":0.9,"SCS":0.9,"JILL":0.9,"HEI":0.9,"RIVN":0.9,"PHX":0.9,"AVYA":0.9,".IXIC":0.9,"FDX":0.9,".SPX":0.9,"DRI":0.9,".DJI":0.9,"CPB":0.9,"ACN":0.9,"ADBE":0.9}},"isVote":1,"tweetType":1,"viewCount":5101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605448971,"gmtCreate":1639232214963,"gmtModify":1639232215257,"author":{"id":"3585044510958477","authorId":"3585044510958477","name":"Jer_Soul","avatar":"https://static.tigerbbs.com/1e2cafce52f5cbb77f8b4a073c7be9a3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585044510958477","authorIdStr":"3585044510958477"},"themes":[],"title":"","htmlText":"[Cool]&nbsp;","listText":"[Cool]&nbsp;","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/605448971","repostId":"2190675480","repostType":4,"isVote":1,"tweetType":1,"viewCount":4522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605075420,"gmtCreate":1639097643489,"gmtModify":1639097643778,"author":{"id":"3585044510958477","authorId":"3585044510958477","name":"Jer_Soul","avatar":"https://static.tigerbbs.com/1e2cafce52f5cbb77f8b4a073c7be9a3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585044510958477","authorIdStr":"3585044510958477"},"themes":[],"title":"","htmlText":"[What]&nbsp;","listText":"[What]&nbsp;","text":"[What]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/605075420","repostId":"2190964556","repostType":4,"isVote":1,"tweetType":1,"viewCount":3130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602520434,"gmtCreate":1639043909199,"gmtModify":1639043909500,"author":{"id":"3585044510958477","authorId":"3585044510958477","name":"Jer_Soul","avatar":"https://static.tigerbbs.com/1e2cafce52f5cbb77f8b4a073c7be9a3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585044510958477","authorIdStr":"3585044510958477"},"themes":[],"title":"","htmlText":"[Cool]&nbsp;","listText":"[Cool]&nbsp;","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/602520434","repostId":"1180561055","repostType":4,"repost":{"id":"1180561055","kind":"news","pubTimestamp":1639043759,"share":"https://www.laohunote.com/m/news/1180561055?lang=zh_CN&edition=full","pubTime":"2021-12-09 17:55","market":"us","language":"en","title":"5 Stocks To Watch For December 9, 2021<blockquote>2021 年 12 月 9 日值得关注的 5 只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1180561055","media":"Benzinga","summary":"Wall Street expects Hormel Foods Corporation to report quarterly earnings at $0.50 per share on reve","content":"<p><div> Wall Street expects Hormel Foods Corporation to report quarterly earnings at $0.50 per share on revenue of $3.22 billion before the opening bell. Hormel Foods shares rose 0.5% to $43.00 in after-hours...</p><p><blockquote><div>华尔街预计荷美尔食品公司将在开盘前公布每股 0.50 美元的季度收益，营收为 32.2 亿美元。荷美尔食品股价盘后上涨 0.5%，至 43.00 美元……</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/earnings/21/12/24518345/5-stocks-to-watch-for-december-9-2021\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/earnings/21/12/24518345/5-stocks-to-watch-for-december-9-2021\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Stocks To Watch For December 9, 2021<blockquote>2021 年 12 月 9 日值得关注的 5 只股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Stocks To Watch For December 9, 2021<blockquote>2021 年 12 月 9 日值得关注的 5 只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-12-09 17:55</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Wall Street expects Hormel Foods Corporation to report quarterly earnings at $0.50 per share on revenue of $3.22 billion before the opening bell. Hormel Foods shares rose 0.5% to $43.00 in after-hours...</p><p><blockquote><div>华尔街预计荷美尔食品公司将在开盘前公布每股 0.50 美元的季度收益，营收为 32.2 亿美元。荷美尔食品股价盘后上涨 0.5%，至 43.00 美元……</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/earnings/21/12/24518345/5-stocks-to-watch-for-december-9-2021\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/earnings/21/12/24518345/5-stocks-to-watch-for-december-9-2021\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/news/earnings/21/12/24518345/5-stocks-to-watch-for-december-9-2021\">Benzinga</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COST":"好市多","AVGO":"博通","RH":"RH","GME":"游戏驿站","HRL":"荷美尔"},"source_url":"https://www.benzinga.com/news/earnings/21/12/24518345/5-stocks-to-watch-for-december-9-2021","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180561055","content_text":"Wall Street expects Hormel Foods Corporation to report quarterly earnings at $0.50 per share on revenue of $3.22 billion before the opening bell. Hormel Foods shares rose 0.5% to $43.00 in after-hours trading.\nRH reported upbeat results for its third quarter and lifted the low end of its FY21 sales forecast. RH shares jumped 11.5% to $643.50 in the after-hours trading session.\nAnalysts are expecting Broadcom Inc. to have earned $7.74 per share on revenue of $7.36 billion for the latest quarter. The company will release earnings after the markets close. Broadcom shares slipped 0.1% to $588.00 in after-hours trading.\nGameStop Corp. reported a wider-than-expected loss for its fiscal third quarter on Wednesday. However, the company’s quarterly sales came in above analysts’ estimates. GameStop shares dropped 3.2% to $168.10 in the after-hours trading session.\nAnalysts expect Costco Wholesale Corporation to report quarterly earnings at $2.63 per share on revenue of $49.56 billion after the closing bell. Costco shares gained 0.1% to $530.50 in after-hours trading.","news_type":1,"symbols_score_info":{"COST":0.9,"BRCM":0.9,"AVGO":0.9,"GME":0.9,"RH":0.9,"HRL":0.9}},"isVote":1,"tweetType":1,"viewCount":3738,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602029985,"gmtCreate":1638943432171,"gmtModify":1638943432484,"author":{"id":"3585044510958477","authorId":"3585044510958477","name":"Jer_Soul","avatar":"https://static.tigerbbs.com/1e2cafce52f5cbb77f8b4a073c7be9a3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585044510958477","authorIdStr":"3585044510958477"},"themes":[],"title":"","htmlText":"[Anger]&nbsp;","listText":"[Anger]&nbsp;","text":"[Anger]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/602029985","repostId":"2189719656","repostType":4,"isVote":1,"tweetType":1,"viewCount":4388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606817191,"gmtCreate":1638855143220,"gmtModify":1638855143513,"author":{"id":"3585044510958477","authorId":"3585044510958477","name":"Jer_Soul","avatar":"https://static.tigerbbs.com/1e2cafce52f5cbb77f8b4a073c7be9a3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585044510958477","authorIdStr":"3585044510958477"},"themes":[],"title":"","htmlText":"[Cool]&nbsp;","listText":"[Cool]&nbsp;","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/606817191","repostId":"2189686612","repostType":4,"isVote":1,"tweetType":1,"viewCount":3607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608884631,"gmtCreate":1638681740897,"gmtModify":1638681741064,"author":{"id":"3585044510958477","authorId":"3585044510958477","name":"Jer_Soul","avatar":"https://static.tigerbbs.com/1e2cafce52f5cbb77f8b4a073c7be9a3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585044510958477","authorIdStr":"3585044510958477"},"themes":[],"title":"","htmlText":"[Cool]&nbsp;","listText":"[Cool]&nbsp;","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/608884631","repostId":"1140678193","repostType":4,"isVote":1,"tweetType":1,"viewCount":2920,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601623227,"gmtCreate":1638524117801,"gmtModify":1638524465440,"author":{"id":"3585044510958477","authorId":"3585044510958477","name":"Jer_Soul","avatar":"https://static.tigerbbs.com/1e2cafce52f5cbb77f8b4a073c7be9a3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585044510958477","authorIdStr":"3585044510958477"},"themes":[],"title":"","htmlText":"[Shy]&nbsp;","listText":"[Shy]&nbsp;","text":"[Shy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601623227","repostId":"1107458152","repostType":4,"repost":{"id":"1107458152","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":1638523650,"share":"https://www.laohunote.com/m/news/1107458152?lang=zh_CN&edition=full","pubTime":"2021-12-03 17:27","market":"us","language":"en","title":"Marvell Technology shares soared nearly 17% in premarket trading<blockquote>Marvell Technology 股价在盘前交易中飙升近 17%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1107458152","media":"Tiger Newspress","summary":"Marvell Technology shares soared nearly 17% in premarket trading after the infrastructure chip maker","content":"<p>Marvell Technology shares soared nearly 17% in premarket trading&nbsp;after the infrastructure chip maker delivered investors a better-than-expected earnings report and outlook.</p><p><blockquote>在基础设施芯片制造商 Marvell Technology 向投资者提供好于预期的收益报告和展望后，该公司股价在盘前交易中飙升近 17%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5905edf1c3c73b46d615e23baf8cb366\" tg-width=\"853\" tg-height=\"622\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Marvell reported fiscal third-quarter non-GAAP net income of $364 million, or 43 cents a share. Revenue jumped 61% year-over-year to a record $1.21 billion. Wall Street’s consensus estimates called for adjusted earnings of 38 cents a share and revenue of $1.15 billion.</p><p><blockquote>Marvell 报告第三财季非 GAAP 净利润为 3.64 亿美元，即每股 43 美分。收入同比增长 61%，达到创纪录的 12.1 亿美元。华尔街的一致预期是调整后每股收益为 38 美分，营收为 11.5 亿美元。</blockquote></p><p> CEO Matt Murphy said in the earnings release that revenue growth grew in each of Marvell’s five businesses, including 109% year-over-year growth in its data center business, which accounted for 41% of Marvell’s total revenue.</p><p><blockquote>首席执行官马特-墨菲（Matt Murphy）在财报发布会上表示，Marvell 的五项业务的收入均有所增长，其中数据中心业务同比增长 109%，占 Marvell 总收入的 41%。</blockquote></p><p> The company forecasts fiscal fourth-quarter non-GAAP earnings between 45 cents a share and 51 cents a share with revenue of $1.32 billion at the midpoint of its outlook range. Wall Street’s consenus estimates anticipated January quarter non-GAAP earnings of 42 cents a share and revenue of $1.21 billion.</p><p><blockquote>该公司预计第四财季非公认会计准则每股收益在 45 美分至 51 美分之间，营收为 13.2 亿美元，处于其展望范围的中点。华尔街的一致预期是，1 月份第一季度非美国通用会计准则每股收益为 42 美分，营收为 12.1 亿美元。</blockquote></p><p> “For the fourth quarter, we are expecting sequential revenue growth of 9% at the midpoint of guidance, led by 5G, which is projected to increase by 30% sequentially and data center which is forecasted to continue to grow in the double digits on a percentage basis,” Murphy added.</p><p><blockquote>“墨菲补充说：”对于第四季度，我们预计收入将在指导中点环比增长 9%，其中 5G 预计将环比增长 30%，数据中心预计将继续以两位数的百分比增长。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Marvell Technology shares soared nearly 17% in premarket trading<blockquote>Marvell Technology 股价在盘前交易中飙升近 17%</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\">\nMarvell Technology shares soared nearly 17% in premarket trading<blockquote>Marvell Technology 股价在盘前交易中飙升近 17%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-03 17:27</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Marvell Technology shares soared nearly 17% in premarket trading&nbsp;after the infrastructure chip maker delivered investors a better-than-expected earnings report and outlook.</p><p><blockquote>在基础设施芯片制造商 Marvell Technology 向投资者提供好于预期的收益报告和展望后，该公司股价在盘前交易中飙升近 17%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5905edf1c3c73b46d615e23baf8cb366\" tg-width=\"853\" tg-height=\"622\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Marvell reported fiscal third-quarter non-GAAP net income of $364 million, or 43 cents a share. Revenue jumped 61% year-over-year to a record $1.21 billion. Wall Street’s consensus estimates called for adjusted earnings of 38 cents a share and revenue of $1.15 billion.</p><p><blockquote>Marvell 报告第三财季非 GAAP 净利润为 3.64 亿美元，即每股 43 美分。收入同比增长 61%，达到创纪录的 12.1 亿美元。华尔街的一致预期是调整后每股收益为 38 美分，营收为 11.5 亿美元。</blockquote></p><p> CEO Matt Murphy said in the earnings release that revenue growth grew in each of Marvell’s five businesses, including 109% year-over-year growth in its data center business, which accounted for 41% of Marvell’s total revenue.</p><p><blockquote>首席执行官马特-墨菲（Matt Murphy）在财报发布会上表示，Marvell 的五项业务的收入均有所增长，其中数据中心业务同比增长 109%，占 Marvell 总收入的 41%。</blockquote></p><p> The company forecasts fiscal fourth-quarter non-GAAP earnings between 45 cents a share and 51 cents a share with revenue of $1.32 billion at the midpoint of its outlook range. Wall Street’s consenus estimates anticipated January quarter non-GAAP earnings of 42 cents a share and revenue of $1.21 billion.</p><p><blockquote>该公司预计第四财季非公认会计准则每股收益在 45 美分至 51 美分之间，营收为 13.2 亿美元，处于其展望范围的中点。华尔街的一致预期是，1 月份第一季度非美国通用会计准则每股收益为 42 美分，营收为 12.1 亿美元。</blockquote></p><p> “For the fourth quarter, we are expecting sequential revenue growth of 9% at the midpoint of guidance, led by 5G, which is projected to increase by 30% sequentially and data center which is forecasted to continue to grow in the double digits on a percentage basis,” Murphy added.</p><p><blockquote>“墨菲补充说：”对于第四季度，我们预计收入将在指导中点环比增长 9%，其中 5G 预计将环比增长 30%，数据中心预计将继续以两位数的百分比增长。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRVL":"迈威尔科技"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107458152","content_text":"Marvell Technology shares soared nearly 17% in premarket trading after the infrastructure chip maker delivered investors a better-than-expected earnings report and outlook.\n\n\nMarvell reported fiscal third-quarter non-GAAP net income of $364 million, or 43 cents a share. Revenue jumped 61% year-over-year to a record $1.21 billion. Wall Street’s consensus estimates called for adjusted earnings of 38 cents a share and revenue of $1.15 billion.\nCEO Matt Murphy said in the earnings release that revenue growth grew in each of Marvell’s five businesses, including 109% year-over-year growth in its data center business, which accounted for 41% of Marvell’s total revenue.\nThe company forecasts fiscal fourth-quarter non-GAAP earnings between 45 cents a share and 51 cents a share with revenue of $1.32 billion at the midpoint of its outlook range. Wall Street’s consenus estimates anticipated January quarter non-GAAP earnings of 42 cents a share and revenue of $1.21 billion.\n“For the fourth quarter, we are expecting sequential revenue growth of 9% at the midpoint of guidance, led by 5G, which is projected to increase by 30% sequentially and data center which is forecasted to continue to grow in the double digits on a percentage basis,” Murphy added.","news_type":1,"symbols_score_info":{"MRVL":0.9}},"isVote":1,"tweetType":1,"viewCount":3107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603258155,"gmtCreate":1638416731543,"gmtModify":1638416790926,"author":{"id":"3585044510958477","authorId":"3585044510958477","name":"Jer_Soul","avatar":"https://static.tigerbbs.com/1e2cafce52f5cbb77f8b4a073c7be9a3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585044510958477","authorIdStr":"3585044510958477"},"themes":[],"title":"","htmlText":"[Cool]&nbsp;","listText":"[Cool]&nbsp;","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/603258155","repostId":"1101998797","repostType":4,"isVote":1,"tweetType":1,"viewCount":971,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603972758,"gmtCreate":1638360218825,"gmtModify":1638360219280,"author":{"id":"3585044510958477","authorId":"3585044510958477","name":"Jer_Soul","avatar":"https://static.tigerbbs.com/1e2cafce52f5cbb77f8b4a073c7be9a3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585044510958477","authorIdStr":"3585044510958477"},"themes":[],"title":"","htmlText":"[Cool]&nbsp;","listText":"[Cool]&nbsp;","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/603972758","repostId":"1193294379","repostType":4,"repost":{"id":"1193294379","kind":"news","pubTimestamp":1638360110,"share":"https://www.laohunote.com/m/news/1193294379?lang=zh_CN&edition=full","pubTime":"2021-12-01 20:01","market":"us","language":"en","title":"A GE Bear Drops the Hammer Again. Why the Split Won’t Work.<blockquote>一只通用电气熊再次落槌。为什么分裂行不通？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1193294379","media":"Barrons","summary":"JPMorgan analyst Stephen Tusa doesn’t see a breakup improving General Electric’s fortunes—and he’s m","content":"<p>JPMorgan analyst Stephen Tusa doesn’t see a breakup improving General Electric’s fortunes—and he’s making his case again. Others on Wall Street, though, are more upbeat.</p><p><blockquote>摩根大通分析师斯蒂芬-图萨（Stephen Tusa）认为，分拆并不会改善通用电气的命运--他再次提出了自己的观点。不过，华尔街的其他人则更加乐观。</blockquote></p><p> General Electric&nbsp;(ticker:GE) is splitting&nbsp;into three businesses: aerospace, healthcare, and power generation. CEO Larry Culp believes more parts is the best way to generate shareholder value.</p><p><blockquote>通用电气（股票代码：GE）正在拆分为三个业务：航空航天、医疗保健和发电。首席执行官拉里·卡尔普 (Larry Culp) 认为，更多零件是创造股东价值的最佳方式。</blockquote></p><p> Big breakups can be risky.DowDuPont&nbsp;shareholders holding shares of&nbsp;Dow&nbsp;(DOW),DuPont de Nemours&nbsp;(DD), and&nbsp;Corteva&nbsp;(CTVA) have lagged behind the market. But United Technology shareholders have beaten the market if they hung onto shares of&nbsp;Raytheon Technologies&nbsp;(RTX),Carrier Global&nbsp;(CARR), and&nbsp;Otis Worldwide&nbsp;(OTIS).</p><p><blockquote>大分手可能存在风险。 持有陶氏化学 (DOW)、杜邦德内穆尔 (DD) 和科迪华 (CTVA) 股票的杜邦股东落后于市场。但如果联合科技股东持有雷神技术公司 (RTX)、开利全球公司 (CARR) 和奥的斯全球公司 (OTIS) 的股票，他们就跑赢了市场。</blockquote></p><p> The GE split is a part of the long turnaround being led by Culp. He took over in 2018 and has sold assets to pay down about $80 billion in debt.</p><p><blockquote>通用电气分拆是卡尔普领导的长期扭亏为盈的一部分。他于2018年接任，并出售资产以偿还约800亿美元的债务。</blockquote></p><p> But Tusa isn’t giving Culp credit for the breakup plan. “The answer for this time is different is mostly around management,” Tusa wrote in a note Tuesday. “The plan today is far from original, essentially the same as former CEO Flannery had in store.”</p><p><blockquote>但图萨并没有把分手计划归功于卡尔普。“图萨在周二的一份说明中写道：”这一次的答案与众不同，主要围绕着管理层。“今天的计划与最初的计划相去甚远，本质上与前首席执行官弗兰纳里的计划相同”。</blockquote></p><p> Culp took over for John Flannery, who succeeded Jeffery Immelt. GE has struggles since late in Immelt’s tenure. Stock in GE was north of $200 about a month before he left in mid-2017.</p><p><blockquote>卡尔普接替了接替杰弗里·伊梅尔特的约翰·弗兰纳里。自伊梅尔特任期后期以来，通用电气一直在苦苦挣扎。在他于 2017 年中期离开前大约一个月，通用电气的股价超过 200 美元。</blockquote></p><p> Tusa also questions the $20-plus billion sale of GE biopharma to&nbsp;Danaher&nbsp;(DHR), which came early in Culp’s tenure. He thinks GE left tens of billions of dollars are the table. GE did need to raise cash, in part to fund insurance liabilities that stretched back years. It wasn’t a good time for the company.</p><p><blockquote>图萨还质疑通用电气生物制药公司以 200 多亿美元的价格出售给丹纳赫公司（DHR），这笔交易发生在卡尔普任期初期。他认为通用电气留下了数百亿美元。通用电气确实需要筹集现金，部分原因是为多年前的保险负债提供资金。对公司来说，这不是一个好时机。</blockquote></p><p> GE declined to comment on the analyst’s note.</p><p><blockquote>通用电气拒绝对分析师的说明发表评论。</blockquote></p><p> Tusa is about as bearish on GE as anyone on Wall Street. Tuesday’s note is one of several he has written panning the breakup. He rates share Neutral, which essentially means he believes they will keep up with the market, but his price target is a Street-low $55 a share.</p><p><blockquote>图萨对通用电气的看跌态度几乎和华尔街的任何人一样。周二的便条是他为分手写的几封便条之一。他将股票评级为中性，这基本上意味着他相信他们将跟上市场的步伐，但他的目标价是每股 55 美元的街道低点。</blockquote></p><p> JPMorgan uses Underweight, Neutral, and Overweight ratings instead of Sell, Buy, and Hold. JPMorgan declined to comment on maintaining a Neutral rating with a target price far below where the stock trades.</p><p><blockquote>摩根大通使用跑输大盘、中性和跑赢大盘评级，而不是卖出、买入和持有。摩根大通拒绝就维持中性评级、目标价远低于股票交易价格发表评论。</blockquote></p><p> Others on Wall Street just don’t agree with Tusa. Bank of America analyst Andrew Obin wrote a research report Tuesday after an investor call he hosted for bank clients with GE management.</p><p><blockquote>华尔街的其他人则不同意图萨的观点。美国银行分析师 Andrew Obin 周二撰写了一份研究报告，此前他与通用电气管理层为银行客户举办了一次投资者看涨期权。</blockquote></p><p> “Our call focused on big picture changes at GE,” wrote Obin. He believes Culp is splitting up the company to bring operation focus to each business. “Investor feedback was broadly positive, but lacking conviction.”</p><p><blockquote>“奥宾写道：”我们的看涨期权专注于通用电气公司的大变革。他认为卡尔普正在拆分公司，以便将运营重点放在每项业务上。“投资者的反馈总体上是积极的，但缺乏信心”。</blockquote></p><p> Investors might be nervous, but Obin remains bullish, rating shares Buy. His price target is $140. UBS analyst Markus Mittermaier is another GE bull. He rates share Buy and has a $143 price target.</p><p><blockquote>投资者可能会感到紧张，但奥宾仍然看涨，给予股票买入评级。他的目标价是140美元。瑞银分析师马库斯·米特迈尔 (Markus Mittermaier) 是另一位通用电气看涨者。他给予股票买入评级，目标价为 143 美元。</blockquote></p><p> On Monday, Mittermaier wrote that the “triplet” companies will have a simpler capital structure going forward. Business simplification along with less debt are two reasons he remains bullish.</p><p><blockquote>周一，米特迈尔写道，“三胞胎 ”公司今后的资本结构将更加简单。业务简化和债务减少是他保持乐观的两个原因。</blockquote></p><p> Overall, 65% of analysts covering GE rate shares Buy. The average Buy-rating ratio for stocks in the&nbsp;S&amp;P 500&nbsp;is about 55%.</p><p><blockquote>总体而言，研究 GE 股票的 65% 分析师给予买入评级。标普500股票的平均买入评级比率约为55%。</blockquote></p><p> GE stock seems to have most of the Street with it. Investors, like Obin points out, aren’t quite there yet. GE stock is down about 10% since announcing its breakup not quite a month ago. The S&amp;P 500 and&nbsp;Dow Jones Industrial Average&nbsp;are off about 1% and 4%, respectively, over the same span.</p><p><blockquote>通用电气的股票似乎得到了大部分华尔街的支持。正如奥宾所指出的，投资者还没有完全到位。自一个月前宣布解散以来，通用电气股价已下跌约 10%。同期，标普500和道琼斯工业平均指数分别下跌约 1% 和 4%。</blockquote></p><p> The spins will take a while—not wrapping up until 2024. That’s a long time to wait and one reason investors might have sold stock. That long time is also a reason the bull bear debate will rage for months longer.</p><p><blockquote>旋转需要一段时间——要到2024年才会结束。这是一个漫长的等待，也是投资者可能抛售股票的原因之一。这么长的时间也是牛熊争论将持续数月的原因。</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>A GE Bear Drops the Hammer Again. Why the Split Won’t Work.<blockquote>一只通用电气熊再次落槌。为什么分裂行不通？</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\">\nA GE Bear Drops the Hammer Again. Why the Split Won’t Work.<blockquote>一只通用电气熊再次落槌。为什么分裂行不通？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-01 20:01</span>\n</p>\n</h4>\n</header>\n<article>\n<p>JPMorgan analyst Stephen Tusa doesn’t see a breakup improving General Electric’s fortunes—and he’s making his case again. Others on Wall Street, though, are more upbeat.</p><p><blockquote>摩根大通分析师斯蒂芬-图萨（Stephen Tusa）认为，分拆并不会改善通用电气的命运--他再次提出了自己的观点。不过，华尔街的其他人则更加乐观。</blockquote></p><p> General Electric&nbsp;(ticker:GE) is splitting&nbsp;into three businesses: aerospace, healthcare, and power generation. CEO Larry Culp believes more parts is the best way to generate shareholder value.</p><p><blockquote>通用电气（股票代码：GE）正在拆分为三个业务：航空航天、医疗保健和发电。首席执行官拉里·卡尔普 (Larry Culp) 认为，更多零件是创造股东价值的最佳方式。</blockquote></p><p> Big breakups can be risky.DowDuPont&nbsp;shareholders holding shares of&nbsp;Dow&nbsp;(DOW),DuPont de Nemours&nbsp;(DD), and&nbsp;Corteva&nbsp;(CTVA) have lagged behind the market. But United Technology shareholders have beaten the market if they hung onto shares of&nbsp;Raytheon Technologies&nbsp;(RTX),Carrier Global&nbsp;(CARR), and&nbsp;Otis Worldwide&nbsp;(OTIS).</p><p><blockquote>大分手可能存在风险。 持有陶氏化学 (DOW)、杜邦德内穆尔 (DD) 和科迪华 (CTVA) 股票的杜邦股东落后于市场。但如果联合科技股东持有雷神技术公司 (RTX)、开利全球公司 (CARR) 和奥的斯全球公司 (OTIS) 的股票，他们就跑赢了市场。</blockquote></p><p> The GE split is a part of the long turnaround being led by Culp. He took over in 2018 and has sold assets to pay down about $80 billion in debt.</p><p><blockquote>通用电气分拆是卡尔普领导的长期扭亏为盈的一部分。他于2018年接任，并出售资产以偿还约800亿美元的债务。</blockquote></p><p> But Tusa isn’t giving Culp credit for the breakup plan. “The answer for this time is different is mostly around management,” Tusa wrote in a note Tuesday. “The plan today is far from original, essentially the same as former CEO Flannery had in store.”</p><p><blockquote>但图萨并没有把分手计划归功于卡尔普。“图萨在周二的一份说明中写道：”这一次的答案与众不同，主要围绕着管理层。“今天的计划与最初的计划相去甚远，本质上与前首席执行官弗兰纳里的计划相同”。</blockquote></p><p> Culp took over for John Flannery, who succeeded Jeffery Immelt. GE has struggles since late in Immelt’s tenure. Stock in GE was north of $200 about a month before he left in mid-2017.</p><p><blockquote>卡尔普接替了接替杰弗里·伊梅尔特的约翰·弗兰纳里。自伊梅尔特任期后期以来，通用电气一直在苦苦挣扎。在他于 2017 年中期离开前大约一个月，通用电气的股价超过 200 美元。</blockquote></p><p> Tusa also questions the $20-plus billion sale of GE biopharma to&nbsp;Danaher&nbsp;(DHR), which came early in Culp’s tenure. He thinks GE left tens of billions of dollars are the table. GE did need to raise cash, in part to fund insurance liabilities that stretched back years. It wasn’t a good time for the company.</p><p><blockquote>图萨还质疑通用电气生物制药公司以 200 多亿美元的价格出售给丹纳赫公司（DHR），这笔交易发生在卡尔普任期初期。他认为通用电气留下了数百亿美元。通用电气确实需要筹集现金，部分原因是为多年前的保险负债提供资金。对公司来说，这不是一个好时机。</blockquote></p><p> GE declined to comment on the analyst’s note.</p><p><blockquote>通用电气拒绝对分析师的说明发表评论。</blockquote></p><p> Tusa is about as bearish on GE as anyone on Wall Street. Tuesday’s note is one of several he has written panning the breakup. He rates share Neutral, which essentially means he believes they will keep up with the market, but his price target is a Street-low $55 a share.</p><p><blockquote>图萨对通用电气的看跌态度几乎和华尔街的任何人一样。周二的便条是他为分手写的几封便条之一。他将股票评级为中性，这基本上意味着他相信他们将跟上市场的步伐，但他的目标价是每股 55 美元的街道低点。</blockquote></p><p> JPMorgan uses Underweight, Neutral, and Overweight ratings instead of Sell, Buy, and Hold. JPMorgan declined to comment on maintaining a Neutral rating with a target price far below where the stock trades.</p><p><blockquote>摩根大通使用跑输大盘、中性和跑赢大盘评级，而不是卖出、买入和持有。摩根大通拒绝就维持中性评级、目标价远低于股票交易价格发表评论。</blockquote></p><p> Others on Wall Street just don’t agree with Tusa. Bank of America analyst Andrew Obin wrote a research report Tuesday after an investor call he hosted for bank clients with GE management.</p><p><blockquote>华尔街的其他人则不同意图萨的观点。美国银行分析师 Andrew Obin 周二撰写了一份研究报告，此前他与通用电气管理层为银行客户举办了一次投资者看涨期权。</blockquote></p><p> “Our call focused on big picture changes at GE,” wrote Obin. He believes Culp is splitting up the company to bring operation focus to each business. “Investor feedback was broadly positive, but lacking conviction.”</p><p><blockquote>“奥宾写道：”我们的看涨期权专注于通用电气公司的大变革。他认为卡尔普正在拆分公司，以便将运营重点放在每项业务上。“投资者的反馈总体上是积极的，但缺乏信心”。</blockquote></p><p> Investors might be nervous, but Obin remains bullish, rating shares Buy. His price target is $140. UBS analyst Markus Mittermaier is another GE bull. He rates share Buy and has a $143 price target.</p><p><blockquote>投资者可能会感到紧张，但奥宾仍然看涨，给予股票买入评级。他的目标价是140美元。瑞银分析师马库斯·米特迈尔 (Markus Mittermaier) 是另一位通用电气看涨者。他给予股票买入评级，目标价为 143 美元。</blockquote></p><p> On Monday, Mittermaier wrote that the “triplet” companies will have a simpler capital structure going forward. Business simplification along with less debt are two reasons he remains bullish.</p><p><blockquote>周一，米特迈尔写道，“三胞胎 ”公司今后的资本结构将更加简单。业务简化和债务减少是他保持乐观的两个原因。</blockquote></p><p> Overall, 65% of analysts covering GE rate shares Buy. The average Buy-rating ratio for stocks in the&nbsp;S&amp;P 500&nbsp;is about 55%.</p><p><blockquote>总体而言，研究 GE 股票的 65% 分析师给予买入评级。标普500股票的平均买入评级比率约为55%。</blockquote></p><p> GE stock seems to have most of the Street with it. Investors, like Obin points out, aren’t quite there yet. GE stock is down about 10% since announcing its breakup not quite a month ago. The S&amp;P 500 and&nbsp;Dow Jones Industrial Average&nbsp;are off about 1% and 4%, respectively, over the same span.</p><p><blockquote>通用电气的股票似乎得到了大部分华尔街的支持。正如奥宾所指出的，投资者还没有完全到位。自一个月前宣布解散以来，通用电气股价已下跌约 10%。同期，标普500和道琼斯工业平均指数分别下跌约 1% 和 4%。</blockquote></p><p> The spins will take a while—not wrapping up until 2024. That’s a long time to wait and one reason investors might have sold stock. That long time is also a reason the bull bear debate will rage for months longer.</p><p><blockquote>旋转需要一段时间——要到2024年才会结束。这是一个漫长的等待，也是投资者可能抛售股票的原因之一。这么长的时间也是牛熊争论将持续数月的原因。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/a-ge-bear-drops-the-hammer-again-why-the-split-wont-work-51638293882?mod=hp_DAY_1\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GE":"GE航空航天"},"source_url":"https://www.barrons.com/articles/a-ge-bear-drops-the-hammer-again-why-the-split-wont-work-51638293882?mod=hp_DAY_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193294379","content_text":"JPMorgan analyst Stephen Tusa doesn’t see a breakup improving General Electric’s fortunes—and he’s making his case again. Others on Wall Street, though, are more upbeat.\nGeneral Electric (ticker:GE) is splitting into three businesses: aerospace, healthcare, and power generation. CEO Larry Culp believes more parts is the best way to generate shareholder value.\nBig breakups can be risky.DowDuPont shareholders holding shares of Dow (DOW),DuPont de Nemours (DD), and Corteva (CTVA) have lagged behind the market. But United Technology shareholders have beaten the market if they hung onto shares of Raytheon Technologies (RTX),Carrier Global (CARR), and Otis Worldwide (OTIS).\nThe GE split is a part of the long turnaround being led by Culp. He took over in 2018 and has sold assets to pay down about $80 billion in debt.\nBut Tusa isn’t giving Culp credit for the breakup plan. “The answer for this time is different is mostly around management,” Tusa wrote in a note Tuesday. “The plan today is far from original, essentially the same as former CEO Flannery had in store.”\nCulp took over for John Flannery, who succeeded Jeffery Immelt. GE has struggles since late in Immelt’s tenure. Stock in GE was north of $200 about a month before he left in mid-2017.\nTusa also questions the $20-plus billion sale of GE biopharma to Danaher (DHR), which came early in Culp’s tenure. He thinks GE left tens of billions of dollars are the table. GE did need to raise cash, in part to fund insurance liabilities that stretched back years. It wasn’t a good time for the company.\nGE declined to comment on the analyst’s note.\nTusa is about as bearish on GE as anyone on Wall Street. Tuesday’s note is one of several he has written panning the breakup. He rates share Neutral, which essentially means he believes they will keep up with the market, but his price target is a Street-low $55 a share.\nJPMorgan uses Underweight, Neutral, and Overweight ratings instead of Sell, Buy, and Hold. JPMorgan declined to comment on maintaining a Neutral rating with a target price far below where the stock trades.\nOthers on Wall Street just don’t agree with Tusa. Bank of America analyst Andrew Obin wrote a research report Tuesday after an investor call he hosted for bank clients with GE management.\n“Our call focused on big picture changes at GE,” wrote Obin. He believes Culp is splitting up the company to bring operation focus to each business. “Investor feedback was broadly positive, but lacking conviction.”\nInvestors might be nervous, but Obin remains bullish, rating shares Buy. His price target is $140. UBS analyst Markus Mittermaier is another GE bull. He rates share Buy and has a $143 price target.\nOn Monday, Mittermaier wrote that the “triplet” companies will have a simpler capital structure going forward. Business simplification along with less debt are two reasons he remains bullish.\nOverall, 65% of analysts covering GE rate shares Buy. The average Buy-rating ratio for stocks in the S&P 500 is about 55%.\nGE stock seems to have most of the Street with it. Investors, like Obin points out, aren’t quite there yet. GE stock is down about 10% since announcing its breakup not quite a month ago. The S&P 500 and Dow Jones Industrial Average are off about 1% and 4%, respectively, over the same span.\nThe spins will take a while—not wrapping up until 2024. That’s a long time to wait and one reason investors might have sold stock. That long time is also a reason the bull bear debate will rage for months longer.","news_type":1,"symbols_score_info":{"GE":0.9}},"isVote":1,"tweetType":1,"viewCount":1191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609668251,"gmtCreate":1638280233014,"gmtModify":1638280233180,"author":{"id":"3585044510958477","authorId":"3585044510958477","name":"Jer_Soul","avatar":"https://static.tigerbbs.com/1e2cafce52f5cbb77f8b4a073c7be9a3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585044510958477","authorIdStr":"3585044510958477"},"themes":[],"title":"","htmlText":"[What]&nbsp;","listText":"[What]&nbsp;","text":"[What]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/609668251","repostId":"1120422018","repostType":4,"isVote":1,"tweetType":1,"viewCount":1070,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609668399,"gmtCreate":1638280222051,"gmtModify":1638280222174,"author":{"id":"3585044510958477","authorId":"3585044510958477","name":"Jer_Soul","avatar":"https://static.tigerbbs.com/1e2cafce52f5cbb77f8b4a073c7be9a3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585044510958477","authorIdStr":"3585044510958477"},"themes":[],"title":"","htmlText":"Hope dun fall too much&nbsp;","listText":"Hope dun fall too much&nbsp;","text":"Hope dun fall too 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17:57","market":"us","language":"en","title":"Zoom Video and Peloton take off as new COVID variant revives stay-at-home trade<blockquote>随着新冠病毒新变种重振居家贸易，Zoom Video和 Peloton 起飞</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1193760168","media":"Seeking Alpha","summary":"Pandemic players are seeing a big resurgence this morning as fears grow over a new COVID-19 variant ","content":"<p>Pandemic players are seeing a big resurgence this morning as fears grow over a new COVID-19 variant found in South Africa.</p><p><blockquote>随着人们对在南非发现的一种新的新冠肺炎变种的担忧加剧，疫情玩家今天早上看到了一个大的复苏。</blockquote></p><p> In premarket trade: Zoom Video (NASDAQ:ZM) +9.7%; Peloton (NASDAQ:PTON) +8%; Alpha Pro Tech (NYSE:APT) +11%; Teladoc Health (NYSE:TDOC) +5.6%; Doordash (NYSE:DASH) +4.2%; Roku (NASDAQ:ROKU) +3%.</p><p><blockquote>盘前交易：Zoom Video（纳斯达克股票代码：ZM）+9.7%；Peloton（纳斯达克股票代码：PTON）+8%；Alpha Pro Tech（纽约证券交易所股票代码：APT）+11%；Teladoc Health（纽约证券交易所股票代码：TDOC）+5.6%；Doordash（纽约证券交易所股票代码：DASH）+4.2%；Roku（纳斯达克股票代码：ROKU）+3%。</blockquote></p><p> The World Health Organization has scheduled a special meeting for today to discuss whether the declare the new B.1.1.529 strain a \"variant of concern.\" It carries an unusually large number of mutations associated with increased antibody resistance and is \"clearly very different\" from previous incarnations.</p><p><blockquote>世界卫生组织已安排在今天召开特别会议，讨论宣布新的 B.1.1.529 菌株是否属于“令人担忧的变异株”。它携带了异常大量的与抗体抗性增加相关的突变，并且与以前的化身“明显非常不同”。</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>Zoom Video and Peloton take off as new COVID variant revives stay-at-home trade<blockquote>随着新冠病毒新变种重振居家贸易，Zoom Video和 Peloton 起飞</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\">\nZoom Video and Peloton take off as new COVID variant revives stay-at-home trade<blockquote>随着新冠病毒新变种重振居家贸易，Zoom Video和 Peloton 起飞</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-11-26 17:57</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Pandemic players are seeing a big resurgence this morning as fears grow over a new COVID-19 variant found in South Africa.</p><p><blockquote>随着人们对在南非发现的一种新的新冠肺炎变种的担忧加剧，疫情玩家今天早上看到了一个大的复苏。</blockquote></p><p> In premarket trade: Zoom Video (NASDAQ:ZM) +9.7%; Peloton (NASDAQ:PTON) +8%; Alpha Pro Tech (NYSE:APT) +11%; Teladoc Health (NYSE:TDOC) +5.6%; Doordash (NYSE:DASH) +4.2%; Roku (NASDAQ:ROKU) +3%.</p><p><blockquote>盘前交易：Zoom Video（纳斯达克股票代码：ZM）+9.7%；Peloton（纳斯达克股票代码：PTON）+8%；Alpha Pro Tech（纽约证券交易所股票代码：APT）+11%；Teladoc Health（纽约证券交易所股票代码：TDOC）+5.6%；Doordash（纽约证券交易所股票代码：DASH）+4.2%；Roku（纳斯达克股票代码：ROKU）+3%。</blockquote></p><p> The World Health Organization has scheduled a special meeting for today to discuss whether the declare the new B.1.1.529 strain a \"variant of concern.\" It carries an unusually large number of mutations associated with increased antibody resistance and is \"clearly very different\" from previous incarnations.</p><p><blockquote>世界卫生组织已安排在今天召开特别会议，讨论宣布新的 B.1.1.529 菌株是否属于“令人担忧的变异株”。它携带了异常大量的与抗体抗性增加相关的突变，并且与以前的化身“明显非常不同”。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3774501-zoom-video-and-peloton-take-off-as-new-covid-variant-revives-stay-at-home-trade\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TDOC":"Teladoc Health Inc.","ZM":"Zoom","PTON":"Peloton Interactive, Inc."},"source_url":"https://seekingalpha.com/news/3774501-zoom-video-and-peloton-take-off-as-new-covid-variant-revives-stay-at-home-trade","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193760168","content_text":"Pandemic players are seeing a big resurgence this morning as fears grow over a new COVID-19 variant found in South Africa.\nIn premarket trade: Zoom Video (NASDAQ:ZM) +9.7%; Peloton (NASDAQ:PTON) +8%; Alpha Pro Tech (NYSE:APT) +11%; Teladoc Health (NYSE:TDOC) +5.6%; Doordash (NYSE:DASH) +4.2%; Roku (NASDAQ:ROKU) +3%.\nThe World Health Organization has scheduled a special meeting for today to discuss whether the declare the new B.1.1.529 strain a \"variant of concern.\" It carries an unusually large number of mutations associated with increased antibody resistance and is \"clearly very different\" from previous incarnations.","news_type":1,"symbols_score_info":{"PTON":0.9,"TDOC":0.9,"ZM":0.9}},"isVote":1,"tweetType":1,"viewCount":740,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874765548,"gmtCreate":1637825998176,"gmtModify":1637825998291,"author":{"id":"3585044510958477","authorId":"3585044510958477","name":"Jer_Soul","avatar":"https://static.tigerbbs.com/1e2cafce52f5cbb77f8b4a073c7be9a3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585044510958477","authorIdStr":"3585044510958477"},"themes":[],"title":"","htmlText":"[Cool]&nbsp;","listText":"[Cool]&nbsp;","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/874765548","repostId":"1116400328","repostType":4,"repost":{"id":"1116400328","kind":"news","pubTimestamp":1637825877,"share":"https://www.laohunote.com/m/news/1116400328?lang=zh_CN&edition=full","pubTime":"2021-11-25 15:37","market":"us","language":"en","title":"Amazon Stock Forecast: What To Watch For In 2022<blockquote>亚马逊股票预测：2022 年值得关注的内容</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1116400328","media":"Seeking Alpha","summary":"Summary\n\nAmazon has faced tremendous challenges in trying to replicate its breathtaking growth in FY","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Amazon has faced tremendous challenges in trying to replicate its breathtaking growth in FY20. Despite that, its growth is still healthy over a two-year timeframe.</li>  <li>AWS is facing intense pressure from Azure's success in the Cloud SaaS space. Therefore, Amazon needs to up its SaaS game to compete with Microsoft.</li>  <li>After a relatively difficult 2021 for Amazon stock, we discuss what investors should look out for next year.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52bba4bd95d42d9fa4a3e427c5da764c\" tg-width=\"1536\" tg-height=\"955\" width=\"100%\" height=\"auto\"><span>georgeclerk/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>亚马逊在试图复制 2020 财年惊人的增长时面临着巨大的挑战。尽管如此，它在两年内的增长仍然健康。</li><li>AWS正面临着Azure在云SaaS领域取得成功的巨大压力。因此，亚马逊需要升级其SaaS游戏来与微软竞争。</li><li>在经历了亚马逊股票相对困难的 2021 年之后，我们讨论投资者明年应该关注什么。</li></ul><p class=\"t-img-caption\"><span>georgeclerk/iStock 未通过 Getty Images 发布</span></p></blockquote></p><p> <b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p> Amazon.com, Inc. (AMZN) stock has had a challenging run since August '20. While the rest of its FAANG peers have done well since August '20, AMZN stock has struggled to gain traction. But, perhaps, the market knows better. While the pandemic tailwinds drove Amazon's business to new heights last year, it has struggled to repeat its performance in 2021. It reported its weakest quarter over the previous three years in FQ3. To make matters worse, Andy Jassy &amp; Co. issued a relatively soft FQ4 guidance that disappointed investors.</p><p><blockquote>自 20 年 8 月以来，亚马逊公司 (AMZN) 的股票经历了充满挑战的表现。尽管其他 FAANG 同行自 20 年 8 月以来表现良好，但 AMZN 股票一直在努力获得牵引力。但是，也许，市场更清楚。虽然去年大流行的顺风将亚马逊的业务推向了新的高度，但它一直在努力在2021年重复其表现。该公司第三季度公布了过去三年来最弱的一个季度。更糟糕的是，Andy Jassy &amp; Co. 发布了相对宽松的第四季度指引，令投资者感到失望。</blockquote></p><p> Nevertheless, the market is always forward-looking. After enduring a sharp sell-down post-FQ3 earnings, its stock has already recovered its losses and went on to test its recent all-time high (ATH).</p><p><blockquote>尽管如此，市场总是具有前瞻性的。在经历了第三季度盈利后的大幅抛售后，其股价已经收复失地，并继续测试近期的历史高点 (ATH)。</blockquote></p><p> We discuss what investors should look out for in FY22. We also discuss whether investors can add AMZN stock now, given the weakness in the market recently.</p><p><blockquote>我们讨论投资者在 2022 财年应该关注什么。我们还讨论了鉴于近期市场疲软，投资者现在是否可以增持 AMZN 股票。</blockquote></p><p> <b>AMZN Stock YTD Performance</b></p><p><blockquote><b>亚马逊股票年初至今表现</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b7953a3a70a5a2abbfc41ed9aa7da757\" tg-width=\"640\" tg-height=\"331\" width=\"100%\" height=\"auto\"><span>AMZN stock YTD performance (as of 23 November 21).</span></p><p><blockquote><p class=\"t-img-caption\"><span>亚马逊股票年初至今表现（截至 21 年 11 月 23 日）。</span></p></blockquote></p><p> AMZN stock has been in a relatively long consolidation phase since August '20. Therefore, investors should not be surprised that the stock has underperformed the broad market in 2021. Nevertheless, it was close to testing its July ATH recently as it recovered remarkably from its post-earnings sell-off. The current market retracement has impacted its recovery momentum. Notwithstanding, we believe that the impact is transitory. We have confidence that AMZN stock will be on its way to taking out its July ATH again moving ahead.</p><p><blockquote>自 20 年 8 月以来，AMZN 股票一直处于相对较长的盘整阶段。因此，投资者不应对该股2021年表现逊于大盘感到惊讶。尽管如此，该公司最近已接近测试 7 月份的股价，因为它已从财报后抛售中显着复苏。当前市场回调影响了其复苏势头。尽管如此，我们认为这种影响是暂时的。我们相信 AMZN 股票将在 7 月份再次上涨。</blockquote></p><p> <b>Amazon's Growth Should Normalize After An Exceptionally Challenging FY21 Comp</b></p><p><blockquote><b>在经历了极具挑战性的 21 财年业绩后，亚马逊的增长应该会恢复正常</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/17651a986ac6b754a69d5277ae0b26e8\" tg-width=\"640\" tg-height=\"395\" width=\"100%\" height=\"auto\"><span>Amazon quarterly revenue YoY change. Data source: S&amp;P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>亚马逊季度收入同比变化。数据来源：S&amp;P Capital IQ</span></p></blockquote></p><p> FQ3'21 proved to be an exceptionally challenging quarter for Amazon to comp. The company delivered a report that came in below consensus estimates but was within its guidance.We also highlighted in a previous article&nbsp;just before its FQ3's earnings release that we were confident that the company would outperform consensus. However, we were also surprised when the company didn't meet the consensus estimates. After all, the consensus estimates of a 17% YoY growth rate wasn't that challenging, was it? However, the company posted a 15.3% YoY growth in revenue. Thus, it easily ranked as the lowest YoY change over the last three years. If that wasn't enough, AMZN guided that its FQ4'21 revenue growth would come in at around 7.5% (mid-point). It would thus be the lowest YoY change over the last three years, surpassing FQ3's low. Notably, it also means that the company expects to post a single-digit YoY revenue growth, which is almost unheard of.</p><p><blockquote>事实证明，2011 年第三季度对于亚马逊来说是一个异常具有挑战性的季度。该公司发布的报告低于市场普遍预期，但在其指导范围内。我们还在第三季度财报发布前的一篇文章中强调，我们有信心该公司的表现将超出市场预期。然而，当该公司没有达到普遍预期时，我们也感到惊讶。毕竟，17% 的同比增长率的普遍估计并没有那么具有挑战性，不是吗？然而，该公司的收入同比增长了 15.3%。因此，它很容易成为过去三年中最低的同比变化。如果这还不够，AMZN 预计其 2021 年第四季度收入增长将达到 7.5% 左右（中点）。因此，这将是过去三年来最低的同比变化，超过了第三季度的低点。值得注意的是，这也意味着该公司预计同比收入将实现个位数增长，这几乎是闻所未闻的。</blockquote></p><p> Should investors be surprised? We think if we look at its 1-year YoY change, it's undoubtedly worrying. But CFO Brian Olsavsky also reminded investors:</p><p><blockquote>投资者应该感到惊讶吗？我们认为，如果我们看一下它的1年同比变化，无疑令人担忧。但首席财务官布莱恩·奥尔萨夫斯基也提醒投资者：</blockquote></p><p>   Amazon's Q3 revenue of $110.8 billion represented  <i>a 2-year compounded annual growth rate of 25% versus a pre-pandemic growth</i>rate in the low 20% range. We're grateful to our customers who have put their trust in us. (from AMZN's FQ3'21 earnings call)  We think this is telling. AMZN is pulling no punches here. It framed its \"disappointing\" FY21 performance so far as it rode the pandemic tailwinds strongly last year. Readers can quickly glean from the chart above where Amazon's revenue grew by 37.6% YoY in FY20. It would certainly be hard-pressed for investors to expect AMZN to outperform or even match FY20's breathtaking performance this year. After all, this company posted revenue worth $458B in the last twelve months (LTM). So, investors must be realistic.</p><p><blockquote>亚马逊第三季度营收为 1,108 亿美元<i>与大流行前相比，两年复合年增长率为 25%</i>利率在20%的低范围内。我们感谢信任我们的客户。（摘自 AMZN 2021 年第三季度盈利看涨期权）我们认为这很能说明问题。AMZN 在这里没有出拳。该公司将其 2021 财年“令人失望”的业绩框定为去年大流行的顺风车。读者可以从上图中快速了解到亚马逊 2020 财年收入同比增长 37.6%。对于投资者来说，期望 AMZN 今年的表现优于甚至与 2020 财年的惊人业绩相当肯定很难。毕竟，这家公司在过去 12 个月 (LTM) 的收入为 458B 美元。所以，投资者必须现实一点。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d2da3e09b97239f15dfb3880a269e83\" tg-width=\"640\" tg-height=\"395\" width=\"100%\" height=\"auto\"><span>Amazon est. revenue mean consensus. Data source: S&amp;P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>亚马逊是。收入意味着共识。数据来源：S&amp;P Capital IQ</span></p></blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b6d6359169456b7e41c8443e99aa8aa\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Amazon est. revenue YoY change. Data source: S&amp;P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>亚马逊是。收入同比变化。数据来源：S&amp;P Capital IQ</span></p></blockquote></p><p> The consensus estimates for FQ4'21 have been revised markedly downwards by 3.1% from September (pre-FQ3 earnings). However, the estimates for FY22 have only been slightly impacted. Consequently, the consensus estimates point to normalized YoY revenue growth of 15% to 20% for AMZN in FY22. Specifically, Amazon is estimated to grow its revenue by 17.8% YoY in FY22. Therefore, the fear that AMZN's growth will slow down drastically might be well overblown.</p><p><blockquote>2021 年第四季度的普遍预期较 9 月份（第三季度前收益）显着下调了 3.1%。然而，2022财年的预测仅受到轻微影响。因此，普遍估计 AMZN 2022 财年的正常同比收入增长为 15% 至 20%。具体来说，亚马逊预计 2022 财年收入将同比增长 17.8%。因此，对亚马逊增长将大幅放缓的担忧可能被夸大了。</blockquote></p><p> <b>AWS's Growth Momentum Continues To Lead</b></p><p><blockquote><b>AWS增长势头继续领先</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/be0bdce70c0fa6ed792e87198796f0d6\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Cloud infrastructure services vendor market share worldwide. Data source: Canalys</span></p><p><blockquote><p class=\"t-img-caption\"><span>全球云基础设施服务供应商市场份额。数据来源：Canalys</span></p></blockquote></p><p> There's little doubt that AWS continues to face tremendous pressure from the #2 player Azure (MSFT) in the Cloud hyperscaler market. Nonetheless, Amazon has continued to maintain its leadership for its most crucial profitability driver. As a result, AWS's market share remains robust at 32% in CQ3'21, while Azure's share was 21%.</p><p><blockquote>毫无疑问，AWS继续面临来自云超大规模市场第二大玩家Azure（MSFT）的巨大压力。尽管如此，亚马逊在其最重要的盈利驱动因素方面继续保持领先地位。因此，AWS 的市场份额在 2021 年第三季度保持强劲，为 32%，而 Azure 的市场份额为 21%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15fd644ae75fe16d3554e7a5252a474a\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>AWS revenue &amp; YoY change. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>AWS 收入和同比变化。数据来源：公司文件</span></p></blockquote></p><p> We can also observe the strength of AWS in helping Amazon drive its topline growth. AWS posted YoY revenue growth of 38.9% in FQ3, as it maintained its robust growth momentum even as the company's e-commerce segment growth decelerated. In addition, AWS is expected to lead the company's growth momentum moving forward.</p><p><blockquote>我们还可以观察到AWS在帮助亚马逊推动其营收增长方面的实力。AWS 第三季度收入同比增长 38.9%，尽管公司电子商务部门增长放缓，但仍保持了强劲的增长势头。此外，AWS有望引领公司的增长势头向前发展。</blockquote></p><p> IDC estimates&nbsp;that Public Cloud spending will continue to grow remarkably over the next four years. The combined spending is estimated to reach $809M by 2025, representing a CAGR of 21%. Therefore, we believe AWS is well-primed to continue riding its secular multi-year growth. Nevertheless, it's facing significant competition from Azure's edge in Cloud SaaS enterprise applications. It's well documented that MSFT has a substantial advantage in Cloud SaaS spending, and it is the undisputed leader. It has been an area where Amazon has been trying to compete, but MSFT has continued to gain share.The Information also expounded on&nbsp;Azure's edge in Cloud SaaS. It added (edited):</p><p><blockquote>IDC估计，未来四年公共云支出将继续显著增长。预计到 2025 年，总支出将达到 8.09 亿美元，复合年增长率为 21%。因此，我们相信 AWS 已做好充分准备，可以继续保持其长期多年增长。然而，它在云SaaS企业应用方面面临着来自Azure edge的激烈竞争。众所周知，MSFT在云SaaS支出方面拥有巨大优势，并且是无可争议的领导者。这是亚马逊一直试图竞争的领域，但 MSFT 继续获得份额。该信息还阐述了Azure在云SaaS中的优势。它添加了（编辑）：</blockquote></p><p>   One of AWS CEO Selipsky's big decisions will be whether to strike back at Microsoft in applications, where&nbsp;  <i>AWS' bare-bones offerings present one of the biggest holes in its product portfolio</i>. Microsoft, in contrast, has one of the deepest libraries of applications in the tech industry.  <i>Applications have also given Microsoft deep connections</i>&nbsp;inside the IT departments of large companies, which have in turn made it easier to sell its Azure cloud services. Microsoft's salespeople carry bigger bags filled with more to sell, so they can compete for a larger share of a customer's wallet. This has been a material sales advantage from the primordial days of enterprise IT. (from The Information article)  <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/886b8e857e2449d6864fd669130b679a\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Global Cloud SaaS revenue share. Data source: ITCandor</span></p><p><blockquote>AWS 首席执行官 Selipsky 的重大决定之一将是是否在应用程序领域反击微软，其中<i>AWS 的基本产品是其产品组合中最大的漏洞之一</i>相比之下，微软拥有科技行业最深厚的应用库之一。<i>应用也为微软提供了深厚的联系</i>在大公司的IT部门内部，这反过来又使销售其Azure云服务变得更加容易。微软的销售人员携带装满更多商品的更大袋子出售，因此他们可以争夺客户钱包的更大份额。从企业IT的早期开始，这就是一个重要的销售优势。（摘自信息文章）<p class=\"t-img-caption\"><span>全球云SaaS收入份额。数据来源：ITCandor</span></p></blockquote></p><p> Investors can easily glean Microsoft's dominance in the Cloud SaaS space. It has even managed to gain share against its closest competitor Salesforce (CRM), as of H1'21. MSFT extended its Cloud SaaS market share to 16.8%, as it further entrenches its leadership in the market. MSFT is far from being the dominant player in this space. But, as explained, Azure pairs its Cloud SaaS capability with its PaaS and IaaS offerings against AWS. Therefore, that allows Azure a solid competitive edge in gaining share in the Cloud market.</p><p><blockquote>投资者可以很容易地捕捉到微软在云SaaS领域的主导地位。截至 2021 年上半年，它甚至成功地从最接近的竞争对手 Salesforce (CRM) 手中夺取了市场份额。MSFT将其云SaaS市场份额扩大至16.8%，进一步巩固了其在市场中的领导地位。MSFT 远不是这个领域的主导者。但是，正如所解释的，Azure将其云SaaS功能与其针对AWS的PaaS和IaaS产品配对。因此，这使得Azure在云市场上获得了稳固的竞争优势。</blockquote></p><p> Notably, Gartner also highlighted that Cloud SaaS is expected to continue its importance in total Cloud spending. Cloud SaaS spending is expected to stay consistent as total Cloud spending grows.Gartner estimates&nbsp;that Cloud SaaS spending would account for 36.5% of 2022's total Cloud spending.</p><p><blockquote>值得注意的是，Gartner还强调，云SaaS预计将继续在云总支出中发挥重要作用。随着云总支出的增长，云 SaaS 支出预计将保持稳定。 Gartner 估计云 SaaS 支出将占 2022 年云总支出的 36.5%。</blockquote></p><p> But AWS is not one to be rolled over. Business Insider reported that AWS has partnerships counting over 100K companies that it relies on to build software applications. The top companies have also developed highly successful collaborations with Amazon, which serves AWS exclusively. As the #1 hyperscaler globally, while Amazon doesn't have the software expertise, it certainly has scale. Therefore, these firms can rely on AWS to give them business if they can consistently deliver. Insider added (edited):</p><p><blockquote>但是AWS不是一个可以被推翻的。Business Insider 报道称，AWS 与超过 10 万家公司建立了合作伙伴关系，依靠这些公司来构建软件应用程序。顶级公司还与专门为AWS提供服务的亚马逊进行了非常成功的合作。作为全球排名第一的超大规模企业，虽然亚马逊没有软件专业知识，但它肯定有规模。因此，如果这些公司能够持续交付，他们可以依靠AWS为他们提供业务。内部人士添加（已编辑）：</blockquote></p><p></p><p>   From joint marketing that piggybacks off Amazon's massive reach to referrals that turn into new business,  <i>the opportunities for AWS partners are \"unlimited,\"</i>but only if they're willing to fight tooth and nail for them. AllCloud CEO Eran Gil emphasized that: \"I think if you choose to do what we did, which is operate specifically in their ecosystem and even more so dedicated to the ecosystem,  <i>they really put a lot of effort into making you successful</i>.\" (from Business Insider article)  <b>So, Is AMZN Stock A Buy Now?</b></p><p><blockquote>从利用亚马逊庞大影响力的联合营销到转化为新业务的推荐，<i>AWS合作伙伴的机会是“无限的”，</i>但前提是他们愿意为他们拼命战斗。AllCloud 首席执行官 Eran Gil 强调：“我认为如果你选择做我们所做的事情，即专门在他们的生态系统中运营，甚至更加致力于生态系统，<i>他们真的花了很多精力让你成功</i>.”（摘自《商业内幕》文章）<b>那么，AMZN 股票现在值得买入吗？</b></blockquote></p><p> AWS is a critical component of our internal fair value (FV) estimates for AMZN stock. We determined that AWS is worth about 40% to 45% of AMZN's stock value. Therefore, a strong AWS segment growing fast and profitably is extremely important to Amazon stock's success moving forward.</p><p><blockquote>AWS 是我们对 AMZN 股票的内部公允价值 (FV) 估计的重要组成部分。我们确定 AWS 的价值约为 AMZN 股票价值的 40% 至 45%。因此，快速盈利增长的强大 AWS 细分市场对于亚马逊股票的成功发展至关重要。</blockquote></p><p> Moreover, our FV estimates indicate that AMZN stock is not expensive now.'</p><p><blockquote>此外，我们的 FV 估计表明 AMZN 股票现在并不贵。”</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3e3e38dfc4201e5e7add3893b076a60e\" tg-width=\"640\" tg-height=\"384\" width=\"100%\" height=\"auto\"><span>AMZN stock EV/NTM EBITDA 3Y mean.</span></p><p><blockquote><p class=\"t-img-caption\"><span>AMZN 股票 EV/NTM EBITDA 3 年平均值。</span></p></blockquote></p><p> AMZN stock is also currently trading at an EV/NTM EBITDA of 23.9x. It's also just above its 3Y NTM EBITDA mean of 22.6x. Thus, even though the stock has been consolidating since August '20, its valuation has been getting more attractive as the company gains operating leverage.</p><p><blockquote>AMZN 股票目前的 EV/NTM EBITDA 也为 23.9 倍。它也略高于 3 年 NTM EBITDA 平均值 22.6 倍。因此，尽管该股自 20 年 8 月以来一直在盘整，但随着公司运营杠杆的增加，其估值变得更具吸引力。</blockquote></p><p> Therefore, we remain confident of the stock's prognosis in the short/medium term, as well as its long-term prospects.</p><p><blockquote>因此，我们对该股的中短期预测及其长期前景仍然充满信心。</blockquote></p><p> Consequently, we<i>reiterate our Buy rating on AMZN stock</i>.</p><p><blockquote>因此，我们<i>重申我们对亚马逊股票的买入评级</i>.</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>Amazon Stock Forecast: What To Watch For In 2022<blockquote>亚马逊股票预测：2022 年值得关注的内容</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon Stock Forecast: What To Watch For In 2022<blockquote>亚马逊股票预测：2022 年值得关注的内容</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-11-25 15:37</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>Amazon has faced tremendous challenges in trying to replicate its breathtaking growth in FY20. Despite that, its growth is still healthy over a two-year timeframe.</li>  <li>AWS is facing intense pressure from Azure's success in the Cloud SaaS space. Therefore, Amazon needs to up its SaaS game to compete with Microsoft.</li>  <li>After a relatively difficult 2021 for Amazon stock, we discuss what investors should look out for next year.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52bba4bd95d42d9fa4a3e427c5da764c\" tg-width=\"1536\" tg-height=\"955\" width=\"100%\" height=\"auto\"><span>georgeclerk/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>亚马逊在试图复制 2020 财年惊人的增长时面临着巨大的挑战。尽管如此，它在两年内的增长仍然健康。</li><li>AWS正面临着Azure在云SaaS领域取得成功的巨大压力。因此，亚马逊需要升级其SaaS游戏来与微软竞争。</li><li>在经历了亚马逊股票相对困难的 2021 年之后，我们讨论投资者明年应该关注什么。</li></ul><p class=\"t-img-caption\"><span>georgeclerk/iStock 未通过 Getty Images 发布</span></p></blockquote></p><p> <b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p> Amazon.com, Inc. (AMZN) stock has had a challenging run since August '20. While the rest of its FAANG peers have done well since August '20, AMZN stock has struggled to gain traction. But, perhaps, the market knows better. While the pandemic tailwinds drove Amazon's business to new heights last year, it has struggled to repeat its performance in 2021. It reported its weakest quarter over the previous three years in FQ3. To make matters worse, Andy Jassy &amp; Co. issued a relatively soft FQ4 guidance that disappointed investors.</p><p><blockquote>自 20 年 8 月以来，亚马逊公司 (AMZN) 的股票经历了充满挑战的表现。尽管其他 FAANG 同行自 20 年 8 月以来表现良好，但 AMZN 股票一直在努力获得牵引力。但是，也许，市场更清楚。虽然去年大流行的顺风将亚马逊的业务推向了新的高度，但它一直在努力在2021年重复其表现。该公司第三季度公布了过去三年来最弱的一个季度。更糟糕的是，Andy Jassy &amp; Co. 发布了相对宽松的第四季度指引，令投资者感到失望。</blockquote></p><p> Nevertheless, the market is always forward-looking. After enduring a sharp sell-down post-FQ3 earnings, its stock has already recovered its losses and went on to test its recent all-time high (ATH).</p><p><blockquote>尽管如此，市场总是具有前瞻性的。在经历了第三季度盈利后的大幅抛售后，其股价已经收复失地，并继续测试近期的历史高点 (ATH)。</blockquote></p><p> We discuss what investors should look out for in FY22. We also discuss whether investors can add AMZN stock now, given the weakness in the market recently.</p><p><blockquote>我们讨论投资者在 2022 财年应该关注什么。我们还讨论了鉴于近期市场疲软，投资者现在是否可以增持 AMZN 股票。</blockquote></p><p> <b>AMZN Stock YTD Performance</b></p><p><blockquote><b>亚马逊股票年初至今表现</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b7953a3a70a5a2abbfc41ed9aa7da757\" tg-width=\"640\" tg-height=\"331\" width=\"100%\" height=\"auto\"><span>AMZN stock YTD performance (as of 23 November 21).</span></p><p><blockquote><p class=\"t-img-caption\"><span>亚马逊股票年初至今表现（截至 21 年 11 月 23 日）。</span></p></blockquote></p><p> AMZN stock has been in a relatively long consolidation phase since August '20. Therefore, investors should not be surprised that the stock has underperformed the broad market in 2021. Nevertheless, it was close to testing its July ATH recently as it recovered remarkably from its post-earnings sell-off. The current market retracement has impacted its recovery momentum. Notwithstanding, we believe that the impact is transitory. We have confidence that AMZN stock will be on its way to taking out its July ATH again moving ahead.</p><p><blockquote>自 20 年 8 月以来，AMZN 股票一直处于相对较长的盘整阶段。因此，投资者不应对该股2021年表现逊于大盘感到惊讶。尽管如此，该公司最近已接近测试 7 月份的股价，因为它已从财报后抛售中显着复苏。当前市场回调影响了其复苏势头。尽管如此，我们认为这种影响是暂时的。我们相信 AMZN 股票将在 7 月份再次上涨。</blockquote></p><p> <b>Amazon's Growth Should Normalize After An Exceptionally Challenging FY21 Comp</b></p><p><blockquote><b>在经历了极具挑战性的 21 财年业绩后，亚马逊的增长应该会恢复正常</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/17651a986ac6b754a69d5277ae0b26e8\" tg-width=\"640\" tg-height=\"395\" width=\"100%\" height=\"auto\"><span>Amazon quarterly revenue YoY change. Data source: S&amp;P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>亚马逊季度收入同比变化。数据来源：S&amp;P Capital IQ</span></p></blockquote></p><p> FQ3'21 proved to be an exceptionally challenging quarter for Amazon to comp. The company delivered a report that came in below consensus estimates but was within its guidance.We also highlighted in a previous article&nbsp;just before its FQ3's earnings release that we were confident that the company would outperform consensus. However, we were also surprised when the company didn't meet the consensus estimates. After all, the consensus estimates of a 17% YoY growth rate wasn't that challenging, was it? However, the company posted a 15.3% YoY growth in revenue. Thus, it easily ranked as the lowest YoY change over the last three years. If that wasn't enough, AMZN guided that its FQ4'21 revenue growth would come in at around 7.5% (mid-point). It would thus be the lowest YoY change over the last three years, surpassing FQ3's low. Notably, it also means that the company expects to post a single-digit YoY revenue growth, which is almost unheard of.</p><p><blockquote>事实证明，2011 年第三季度对于亚马逊来说是一个异常具有挑战性的季度。该公司发布的报告低于市场普遍预期，但在其指导范围内。我们还在第三季度财报发布前的一篇文章中强调，我们有信心该公司的表现将超出市场预期。然而，当该公司没有达到普遍预期时，我们也感到惊讶。毕竟，17% 的同比增长率的普遍估计并没有那么具有挑战性，不是吗？然而，该公司的收入同比增长了 15.3%。因此，它很容易成为过去三年中最低的同比变化。如果这还不够，AMZN 预计其 2021 年第四季度收入增长将达到 7.5% 左右（中点）。因此，这将是过去三年来最低的同比变化，超过了第三季度的低点。值得注意的是，这也意味着该公司预计同比收入将实现个位数增长，这几乎是闻所未闻的。</blockquote></p><p> Should investors be surprised? We think if we look at its 1-year YoY change, it's undoubtedly worrying. But CFO Brian Olsavsky also reminded investors:</p><p><blockquote>投资者应该感到惊讶吗？我们认为，如果我们看一下它的1年同比变化，无疑令人担忧。但首席财务官布莱恩·奥尔萨夫斯基也提醒投资者：</blockquote></p><p>   Amazon's Q3 revenue of $110.8 billion represented  <i>a 2-year compounded annual growth rate of 25% versus a pre-pandemic growth</i>rate in the low 20% range. We're grateful to our customers who have put their trust in us. (from AMZN's FQ3'21 earnings call)  We think this is telling. AMZN is pulling no punches here. It framed its \"disappointing\" FY21 performance so far as it rode the pandemic tailwinds strongly last year. Readers can quickly glean from the chart above where Amazon's revenue grew by 37.6% YoY in FY20. It would certainly be hard-pressed for investors to expect AMZN to outperform or even match FY20's breathtaking performance this year. After all, this company posted revenue worth $458B in the last twelve months (LTM). So, investors must be realistic.</p><p><blockquote>亚马逊第三季度营收为 1,108 亿美元<i>与大流行前相比，两年复合年增长率为 25%</i>利率在20%的低范围内。我们感谢信任我们的客户。（摘自 AMZN 2021 年第三季度盈利看涨期权）我们认为这很能说明问题。AMZN 在这里没有出拳。该公司将其 2021 财年“令人失望”的业绩框定为去年大流行的顺风车。读者可以从上图中快速了解到亚马逊 2020 财年收入同比增长 37.6%。对于投资者来说，期望 AMZN 今年的表现优于甚至与 2020 财年的惊人业绩相当肯定很难。毕竟，这家公司在过去 12 个月 (LTM) 的收入为 458B 美元。所以，投资者必须现实一点。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d2da3e09b97239f15dfb3880a269e83\" tg-width=\"640\" tg-height=\"395\" width=\"100%\" height=\"auto\"><span>Amazon est. revenue mean consensus. Data source: S&amp;P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>亚马逊是。收入意味着共识。数据来源：S&amp;P Capital IQ</span></p></blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b6d6359169456b7e41c8443e99aa8aa\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Amazon est. revenue YoY change. Data source: S&amp;P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>亚马逊是。收入同比变化。数据来源：S&amp;P Capital IQ</span></p></blockquote></p><p> The consensus estimates for FQ4'21 have been revised markedly downwards by 3.1% from September (pre-FQ3 earnings). However, the estimates for FY22 have only been slightly impacted. Consequently, the consensus estimates point to normalized YoY revenue growth of 15% to 20% for AMZN in FY22. Specifically, Amazon is estimated to grow its revenue by 17.8% YoY in FY22. Therefore, the fear that AMZN's growth will slow down drastically might be well overblown.</p><p><blockquote>2021 年第四季度的普遍预期较 9 月份（第三季度前收益）显着下调了 3.1%。然而，2022财年的预测仅受到轻微影响。因此，普遍估计 AMZN 2022 财年的正常同比收入增长为 15% 至 20%。具体来说，亚马逊预计 2022 财年收入将同比增长 17.8%。因此，对亚马逊增长将大幅放缓的担忧可能被夸大了。</blockquote></p><p> <b>AWS's Growth Momentum Continues To Lead</b></p><p><blockquote><b>AWS增长势头继续领先</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/be0bdce70c0fa6ed792e87198796f0d6\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Cloud infrastructure services vendor market share worldwide. Data source: Canalys</span></p><p><blockquote><p class=\"t-img-caption\"><span>全球云基础设施服务供应商市场份额。数据来源：Canalys</span></p></blockquote></p><p> There's little doubt that AWS continues to face tremendous pressure from the #2 player Azure (MSFT) in the Cloud hyperscaler market. Nonetheless, Amazon has continued to maintain its leadership for its most crucial profitability driver. As a result, AWS's market share remains robust at 32% in CQ3'21, while Azure's share was 21%.</p><p><blockquote>毫无疑问，AWS继续面临来自云超大规模市场第二大玩家Azure（MSFT）的巨大压力。尽管如此，亚马逊在其最重要的盈利驱动因素方面继续保持领先地位。因此，AWS 的市场份额在 2021 年第三季度保持强劲，为 32%，而 Azure 的市场份额为 21%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15fd644ae75fe16d3554e7a5252a474a\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>AWS revenue &amp; YoY change. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>AWS 收入和同比变化。数据来源：公司文件</span></p></blockquote></p><p> We can also observe the strength of AWS in helping Amazon drive its topline growth. AWS posted YoY revenue growth of 38.9% in FQ3, as it maintained its robust growth momentum even as the company's e-commerce segment growth decelerated. In addition, AWS is expected to lead the company's growth momentum moving forward.</p><p><blockquote>我们还可以观察到AWS在帮助亚马逊推动其营收增长方面的实力。AWS 第三季度收入同比增长 38.9%，尽管公司电子商务部门增长放缓，但仍保持了强劲的增长势头。此外，AWS有望引领公司的增长势头向前发展。</blockquote></p><p> IDC estimates&nbsp;that Public Cloud spending will continue to grow remarkably over the next four years. The combined spending is estimated to reach $809M by 2025, representing a CAGR of 21%. Therefore, we believe AWS is well-primed to continue riding its secular multi-year growth. Nevertheless, it's facing significant competition from Azure's edge in Cloud SaaS enterprise applications. It's well documented that MSFT has a substantial advantage in Cloud SaaS spending, and it is the undisputed leader. It has been an area where Amazon has been trying to compete, but MSFT has continued to gain share.The Information also expounded on&nbsp;Azure's edge in Cloud SaaS. It added (edited):</p><p><blockquote>IDC估计，未来四年公共云支出将继续显著增长。预计到 2025 年，总支出将达到 8.09 亿美元，复合年增长率为 21%。因此，我们相信 AWS 已做好充分准备，可以继续保持其长期多年增长。然而，它在云SaaS企业应用方面面临着来自Azure edge的激烈竞争。众所周知，MSFT在云SaaS支出方面拥有巨大优势，并且是无可争议的领导者。这是亚马逊一直试图竞争的领域，但 MSFT 继续获得份额。该信息还阐述了Azure在云SaaS中的优势。它添加了（编辑）：</blockquote></p><p>   One of AWS CEO Selipsky's big decisions will be whether to strike back at Microsoft in applications, where&nbsp;  <i>AWS' bare-bones offerings present one of the biggest holes in its product portfolio</i>. Microsoft, in contrast, has one of the deepest libraries of applications in the tech industry.  <i>Applications have also given Microsoft deep connections</i>&nbsp;inside the IT departments of large companies, which have in turn made it easier to sell its Azure cloud services. Microsoft's salespeople carry bigger bags filled with more to sell, so they can compete for a larger share of a customer's wallet. This has been a material sales advantage from the primordial days of enterprise IT. (from The Information article)  <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/886b8e857e2449d6864fd669130b679a\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Global Cloud SaaS revenue share. Data source: ITCandor</span></p><p><blockquote>AWS 首席执行官 Selipsky 的重大决定之一将是是否在应用程序领域反击微软，其中<i>AWS 的基本产品是其产品组合中最大的漏洞之一</i>相比之下，微软拥有科技行业最深厚的应用库之一。<i>应用也为微软提供了深厚的联系</i>在大公司的IT部门内部，这反过来又使销售其Azure云服务变得更加容易。微软的销售人员携带装满更多商品的更大袋子出售，因此他们可以争夺客户钱包的更大份额。从企业IT的早期开始，这就是一个重要的销售优势。（摘自信息文章）<p class=\"t-img-caption\"><span>全球云SaaS收入份额。数据来源：ITCandor</span></p></blockquote></p><p> Investors can easily glean Microsoft's dominance in the Cloud SaaS space. It has even managed to gain share against its closest competitor Salesforce (CRM), as of H1'21. MSFT extended its Cloud SaaS market share to 16.8%, as it further entrenches its leadership in the market. MSFT is far from being the dominant player in this space. But, as explained, Azure pairs its Cloud SaaS capability with its PaaS and IaaS offerings against AWS. Therefore, that allows Azure a solid competitive edge in gaining share in the Cloud market.</p><p><blockquote>投资者可以很容易地捕捉到微软在云SaaS领域的主导地位。截至 2021 年上半年，它甚至成功地从最接近的竞争对手 Salesforce (CRM) 手中夺取了市场份额。MSFT将其云SaaS市场份额扩大至16.8%，进一步巩固了其在市场中的领导地位。MSFT 远不是这个领域的主导者。但是，正如所解释的，Azure将其云SaaS功能与其针对AWS的PaaS和IaaS产品配对。因此，这使得Azure在云市场上获得了稳固的竞争优势。</blockquote></p><p> Notably, Gartner also highlighted that Cloud SaaS is expected to continue its importance in total Cloud spending. Cloud SaaS spending is expected to stay consistent as total Cloud spending grows.Gartner estimates&nbsp;that Cloud SaaS spending would account for 36.5% of 2022's total Cloud spending.</p><p><blockquote>值得注意的是，Gartner还强调，云SaaS预计将继续在云总支出中发挥重要作用。随着云总支出的增长，云 SaaS 支出预计将保持稳定。 Gartner 估计云 SaaS 支出将占 2022 年云总支出的 36.5%。</blockquote></p><p> But AWS is not one to be rolled over. Business Insider reported that AWS has partnerships counting over 100K companies that it relies on to build software applications. The top companies have also developed highly successful collaborations with Amazon, which serves AWS exclusively. As the #1 hyperscaler globally, while Amazon doesn't have the software expertise, it certainly has scale. Therefore, these firms can rely on AWS to give them business if they can consistently deliver. Insider added (edited):</p><p><blockquote>但是AWS不是一个可以被推翻的。Business Insider 报道称，AWS 与超过 10 万家公司建立了合作伙伴关系，依靠这些公司来构建软件应用程序。顶级公司还与专门为AWS提供服务的亚马逊进行了非常成功的合作。作为全球排名第一的超大规模企业，虽然亚马逊没有软件专业知识，但它肯定有规模。因此，如果这些公司能够持续交付，他们可以依靠AWS为他们提供业务。内部人士添加（已编辑）：</blockquote></p><p></p><p>   From joint marketing that piggybacks off Amazon's massive reach to referrals that turn into new business,  <i>the opportunities for AWS partners are \"unlimited,\"</i>but only if they're willing to fight tooth and nail for them. AllCloud CEO Eran Gil emphasized that: \"I think if you choose to do what we did, which is operate specifically in their ecosystem and even more so dedicated to the ecosystem,  <i>they really put a lot of effort into making you successful</i>.\" (from Business Insider article)  <b>So, Is AMZN Stock A Buy Now?</b></p><p><blockquote>从利用亚马逊庞大影响力的联合营销到转化为新业务的推荐，<i>AWS合作伙伴的机会是“无限的”，</i>但前提是他们愿意为他们拼命战斗。AllCloud 首席执行官 Eran Gil 强调：“我认为如果你选择做我们所做的事情，即专门在他们的生态系统中运营，甚至更加致力于生态系统，<i>他们真的花了很多精力让你成功</i>.”（摘自《商业内幕》文章）<b>那么，AMZN 股票现在值得买入吗？</b></blockquote></p><p> AWS is a critical component of our internal fair value (FV) estimates for AMZN stock. We determined that AWS is worth about 40% to 45% of AMZN's stock value. Therefore, a strong AWS segment growing fast and profitably is extremely important to Amazon stock's success moving forward.</p><p><blockquote>AWS 是我们对 AMZN 股票的内部公允价值 (FV) 估计的重要组成部分。我们确定 AWS 的价值约为 AMZN 股票价值的 40% 至 45%。因此，快速盈利增长的强大 AWS 细分市场对于亚马逊股票的成功发展至关重要。</blockquote></p><p> Moreover, our FV estimates indicate that AMZN stock is not expensive now.'</p><p><blockquote>此外，我们的 FV 估计表明 AMZN 股票现在并不贵。”</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3e3e38dfc4201e5e7add3893b076a60e\" tg-width=\"640\" tg-height=\"384\" width=\"100%\" height=\"auto\"><span>AMZN stock EV/NTM EBITDA 3Y mean.</span></p><p><blockquote><p class=\"t-img-caption\"><span>AMZN 股票 EV/NTM EBITDA 3 年平均值。</span></p></blockquote></p><p> AMZN stock is also currently trading at an EV/NTM EBITDA of 23.9x. It's also just above its 3Y NTM EBITDA mean of 22.6x. Thus, even though the stock has been consolidating since August '20, its valuation has been getting more attractive as the company gains operating leverage.</p><p><blockquote>AMZN 股票目前的 EV/NTM EBITDA 也为 23.9 倍。它也略高于 3 年 NTM EBITDA 平均值 22.6 倍。因此，尽管该股自 20 年 8 月以来一直在盘整，但随着公司运营杠杆的增加，其估值变得更具吸引力。</blockquote></p><p> Therefore, we remain confident of the stock's prognosis in the short/medium term, as well as its long-term prospects.</p><p><blockquote>因此，我们对该股的中短期预测及其长期前景仍然充满信心。</blockquote></p><p> Consequently, we<i>reiterate our Buy rating on AMZN stock</i>.</p><p><blockquote>因此，我们<i>重申我们对亚马逊股票的买入评级</i>.</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4471825-amazon-stock-forecast-2022\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://seekingalpha.com/article/4471825-amazon-stock-forecast-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116400328","content_text":"Summary\n\nAmazon has faced tremendous challenges in trying to replicate its breathtaking growth in FY20. Despite that, its growth is still healthy over a two-year timeframe.\nAWS is facing intense pressure from Azure's success in the Cloud SaaS space. Therefore, Amazon needs to up its SaaS game to compete with Microsoft.\nAfter a relatively difficult 2021 for Amazon stock, we discuss what investors should look out for next year.\n\ngeorgeclerk/iStock Unreleased via Getty Images\nInvestment Thesis\nAmazon.com, Inc. (AMZN) stock has had a challenging run since August '20. While the rest of its FAANG peers have done well since August '20, AMZN stock has struggled to gain traction. But, perhaps, the market knows better. While the pandemic tailwinds drove Amazon's business to new heights last year, it has struggled to repeat its performance in 2021. It reported its weakest quarter over the previous three years in FQ3. To make matters worse, Andy Jassy & Co. issued a relatively soft FQ4 guidance that disappointed investors.\nNevertheless, the market is always forward-looking. After enduring a sharp sell-down post-FQ3 earnings, its stock has already recovered its losses and went on to test its recent all-time high (ATH).\nWe discuss what investors should look out for in FY22. We also discuss whether investors can add AMZN stock now, given the weakness in the market recently.\nAMZN Stock YTD Performance\nAMZN stock YTD performance (as of 23 November 21).\nAMZN stock has been in a relatively long consolidation phase since August '20. Therefore, investors should not be surprised that the stock has underperformed the broad market in 2021. Nevertheless, it was close to testing its July ATH recently as it recovered remarkably from its post-earnings sell-off. The current market retracement has impacted its recovery momentum. Notwithstanding, we believe that the impact is transitory. We have confidence that AMZN stock will be on its way to taking out its July ATH again moving ahead.\nAmazon's Growth Should Normalize After An Exceptionally Challenging FY21 Comp\nAmazon quarterly revenue YoY change. Data source: S&P Capital IQ\nFQ3'21 proved to be an exceptionally challenging quarter for Amazon to comp. The company delivered a report that came in below consensus estimates but was within its guidance.We also highlighted in a previous article just before its FQ3's earnings release that we were confident that the company would outperform consensus. However, we were also surprised when the company didn't meet the consensus estimates. After all, the consensus estimates of a 17% YoY growth rate wasn't that challenging, was it? However, the company posted a 15.3% YoY growth in revenue. Thus, it easily ranked as the lowest YoY change over the last three years. If that wasn't enough, AMZN guided that its FQ4'21 revenue growth would come in at around 7.5% (mid-point). It would thus be the lowest YoY change over the last three years, surpassing FQ3's low. Notably, it also means that the company expects to post a single-digit YoY revenue growth, which is almost unheard of.\nShould investors be surprised? We think if we look at its 1-year YoY change, it's undoubtedly worrying. But CFO Brian Olsavsky also reminded investors:\n\n Amazon's Q3 revenue of $110.8 billion represented\n a 2-year compounded annual growth rate of 25% versus a pre-pandemic growthrate in the low 20% range. We're grateful to our customers who have put their trust in us. (from AMZN's FQ3'21 earnings call)\n\nWe think this is telling. AMZN is pulling no punches here. It framed its \"disappointing\" FY21 performance so far as it rode the pandemic tailwinds strongly last year. Readers can quickly glean from the chart above where Amazon's revenue grew by 37.6% YoY in FY20. It would certainly be hard-pressed for investors to expect AMZN to outperform or even match FY20's breathtaking performance this year. After all, this company posted revenue worth $458B in the last twelve months (LTM). So, investors must be realistic.\nAmazon est. revenue mean consensus. Data source: S&P Capital IQ\nAmazon est. revenue YoY change. Data source: S&P Capital IQ\nThe consensus estimates for FQ4'21 have been revised markedly downwards by 3.1% from September (pre-FQ3 earnings). However, the estimates for FY22 have only been slightly impacted. Consequently, the consensus estimates point to normalized YoY revenue growth of 15% to 20% for AMZN in FY22. Specifically, Amazon is estimated to grow its revenue by 17.8% YoY in FY22. Therefore, the fear that AMZN's growth will slow down drastically might be well overblown.\nAWS's Growth Momentum Continues To Lead\nCloud infrastructure services vendor market share worldwide. Data source: Canalys\nThere's little doubt that AWS continues to face tremendous pressure from the #2 player Azure (MSFT) in the Cloud hyperscaler market. Nonetheless, Amazon has continued to maintain its leadership for its most crucial profitability driver. As a result, AWS's market share remains robust at 32% in CQ3'21, while Azure's share was 21%.\nAWS revenue & YoY change. Data source: Company filings\nWe can also observe the strength of AWS in helping Amazon drive its topline growth. AWS posted YoY revenue growth of 38.9% in FQ3, as it maintained its robust growth momentum even as the company's e-commerce segment growth decelerated. In addition, AWS is expected to lead the company's growth momentum moving forward.\nIDC estimates that Public Cloud spending will continue to grow remarkably over the next four years. The combined spending is estimated to reach $809M by 2025, representing a CAGR of 21%. Therefore, we believe AWS is well-primed to continue riding its secular multi-year growth. Nevertheless, it's facing significant competition from Azure's edge in Cloud SaaS enterprise applications. It's well documented that MSFT has a substantial advantage in Cloud SaaS spending, and it is the undisputed leader. It has been an area where Amazon has been trying to compete, but MSFT has continued to gain share.The Information also expounded on Azure's edge in Cloud SaaS. It added (edited):\n\n One of AWS CEO Selipsky's big decisions will be whether to strike back at Microsoft in applications, where \n AWS' bare-bones offerings present one of the biggest holes in its product portfolio. Microsoft, in contrast, has one of the deepest libraries of applications in the tech industry.\n Applications have also given Microsoft deep connections inside the IT departments of large companies, which have in turn made it easier to sell its Azure cloud services. Microsoft's salespeople carry bigger bags filled with more to sell, so they can compete for a larger share of a customer's wallet. This has been a material sales advantage from the primordial days of enterprise IT. (from The Information article)\n\nGlobal Cloud SaaS revenue share. Data source: ITCandor\nInvestors can easily glean Microsoft's dominance in the Cloud SaaS space. It has even managed to gain share against its closest competitor Salesforce (CRM), as of H1'21. MSFT extended its Cloud SaaS market share to 16.8%, as it further entrenches its leadership in the market. MSFT is far from being the dominant player in this space. But, as explained, Azure pairs its Cloud SaaS capability with its PaaS and IaaS offerings against AWS. Therefore, that allows Azure a solid competitive edge in gaining share in the Cloud market.\nNotably, Gartner also highlighted that Cloud SaaS is expected to continue its importance in total Cloud spending. Cloud SaaS spending is expected to stay consistent as total Cloud spending grows.Gartner estimates that Cloud SaaS spending would account for 36.5% of 2022's total Cloud spending.\nBut AWS is not one to be rolled over. Business Insider reported that AWS has partnerships counting over 100K companies that it relies on to build software applications. The top companies have also developed highly successful collaborations with Amazon, which serves AWS exclusively. As the #1 hyperscaler globally, while Amazon doesn't have the software expertise, it certainly has scale. Therefore, these firms can rely on AWS to give them business if they can consistently deliver. Insider added (edited):\n\n From joint marketing that piggybacks off Amazon's massive reach to referrals that turn into new business,\n the opportunities for AWS partners are \"unlimited,\"but only if they're willing to fight tooth and nail for them. AllCloud CEO Eran Gil emphasized that: \"I think if you choose to do what we did, which is operate specifically in their ecosystem and even more so dedicated to the ecosystem,\n they really put a lot of effort into making you successful.\" (from Business Insider article)\n\nSo, Is AMZN Stock A Buy Now?\nAWS is a critical component of our internal fair value (FV) estimates for AMZN stock. We determined that AWS is worth about 40% to 45% of AMZN's stock value. Therefore, a strong AWS segment growing fast and profitably is extremely important to Amazon stock's success moving forward.\nMoreover, our FV estimates indicate that AMZN stock is not expensive now.'\nAMZN stock EV/NTM EBITDA 3Y mean.\nAMZN stock is also currently trading at an EV/NTM EBITDA of 23.9x. It's also just above its 3Y NTM EBITDA mean of 22.6x. Thus, even though the stock has been consolidating since August '20, its valuation has been getting more attractive as the company gains operating leverage.\nTherefore, we remain confident of the stock's prognosis in the short/medium term, as well as its long-term prospects.\nConsequently, wereiterate our Buy rating on AMZN stock.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":1454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874835547,"gmtCreate":1637754706587,"gmtModify":1637754706706,"author":{"id":"3585044510958477","authorId":"3585044510958477","name":"Jer_Soul","avatar":"https://static.tigerbbs.com/1e2cafce52f5cbb77f8b4a073c7be9a3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585044510958477","authorIdStr":"3585044510958477"},"themes":[],"title":"","htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/874835547","repostId":"1119660582","repostType":4,"isVote":1,"tweetType":1,"viewCount":947,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":872515821,"gmtCreate":1637546875478,"gmtModify":1637546875641,"author":{"id":"3585044510958477","authorId":"3585044510958477","name":"Jer_Soul","avatar":"https://static.tigerbbs.com/1e2cafce52f5cbb77f8b4a073c7be9a3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585044510958477","authorIdStr":"3585044510958477"},"themes":[],"title":"","htmlText":"Buy😂","listText":"Buy😂","text":"Buy😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/872515821","repostId":"1153786917","repostType":4,"repost":{"id":"1153786917","kind":"news","pubTimestamp":1637534687,"share":"https://www.laohunote.com/m/news/1153786917?lang=zh_CN&edition=full","pubTime":"2021-11-22 06:44","market":"us","language":"en","title":"Best Buy, Zoom, Pinduoduo, Xpeng,Xiaomi,Meituan and Other Stocks for Investors to Watch This Week<blockquote>本周投资者关注百思买、Zoom、拼多多、小鹏、小米、美团等股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1153786917","media":"Barrons","summary":"The tail end of third-quarter earnings season will bring more results from major retailers next week","content":"<p>The tail end of third-quarter earnings season will bring more results from major retailers next week, just as shoppers prepare for Black Friday. On Tuesday, investors will get quarterly results from some of retail’s biggest names, including&nbsp;Best Buy,Burlington Stores,Dick’s Sporting Goods,Dollar Tree,and&nbsp;Gap.</p><p><blockquote>第三季度财报季的尾声将在下周带来主要零售商的更多业绩，就在购物者为黑色星期五做准备之际。本周二，投资者将从一些零售业巨头那里获得季度业绩，包括百思买、伯灵顿商店、迪克体育用品、美元树和盖普。</blockquote></p><p> Friday will bring one of the busiest shopping days of the year and the traditional kick off for holiday shopping season. The National Retail Federation estimates that a record $851 billion will be spent by U.S. consumers this November and December, a 9.5% increase from last year.</p><p><blockquote>周五将是一年中最繁忙的购物日之一，也是假日购物季的传统开始。全国零售联合会估计，今年11月和12月，美国消费者将花费创纪录的8510亿美元，比去年增长9.5%。</blockquote></p><p> Non-retail highlights on the earnings calendar next week include&nbsp;Zoom Video Communications on Monday,Xpeng,Xiaomi Corporation,Autodesk,Dell Technologies,and&nbsp;VMware&nbsp;on Tuesday, Deere&nbsp;on Wednesday&nbsp;and&nbsp;Pinduoduo,Meituan and RLX Technology&nbsp;on Friday.</p><p><blockquote>下周财报日历上的非零售亮点包括周一的Zoom Video通信、周二的小鹏汽车、小米公司、欧特克、戴尔科技和 VMware、周三的Deere以及周五的拼多多、美团和RLX科技。</blockquote></p><p> The National Association of Realtors reports existing-home sales for October on Monday. The consensus estimate is for a seasonally adjusted annual rate of 6.19 million homes sold, 100,000 fewer than in September.</p><p><blockquote>全国房地产经纪人协会周一报告了10月份的现房销售情况。普遍估计，经季节性调整后的年销量为 619 万套，比 9 月份减少 10 万套。</blockquote></p><p> On Tuesday,IHS Markit&nbsp;releases both the manufacturing and services purchasing managers’ indexes for November. Expectations are for a 59.5 reading for the manufacturing PMI and 59 for the services PMI.</p><p><blockquote>本周二，IHS Markit 将发布 11 月份制造业和服务业采购经理人指数。制造业 PMI 预计为 59.5，服务业 PMI 预计为 59。</blockquote></p><p> On Wednesday, the Federal Open Market Committee releases minutes from its early-November monetary-policy meeting. The U.S. Census Bureau also releases the durable-goods report for October, while the U.S. Bureau of Economic Analysis reports personal income and spending for October.</p><p><blockquote>周三，联邦公开市场委员会发布了 11 月初货币政策会议纪要。美国人口普查局还发布了10月份耐用品报告，而美国经济分析局则报告了10月份的个人收入和支出。</blockquote></p><p> U.S. bourses and fixed-income markets will be closed on Thursday for Thanksgiving. On Friday, the Nasdaq and New York Stock Exchange end trading at 1 p.m., while the bond market closes at 2 p.m.</p><p><blockquote>美国股市和固定收益市场将于周四因感恩节休市。周五，纳斯达克和纽约证券交易所下午1点结束交易，而债券市场下午2点收盘。</blockquote></p><p> Agilent Technologies,Keysight Technologies,and Zoom Video Communications release quarterly results.</p><p><blockquote>安捷伦科技、是德科技和Zoom Video通信发布季度业绩。</blockquote></p><p> <b>The National Association</b> of Realtors reports existing-home sales for October. The consensus estimate is for a seasonally adjusted annual rate of 6.19 million homes sold, 100,000 fewer than in September. Existing-home sales hit their post-financial-crisis peak at 6.73 million last October and have fallen for much of this year, partly due to supply constraints, especially at the lower-price end of the housing market.</p><p><blockquote><b>全国协会</b>房地产经纪人报告了10月份的现房销售情况。普遍估计，经季节性调整后的年销量为 619 万套，比 9 月份减少 10 万套。去年 10 月，成屋销售量达到金融危机后的峰值 673 万套，今年大部分时间都在下降，部分原因是供应限制，尤其是房地产市场的低价端。</blockquote></p><p> Analog Devices,Autodesk, Best Buy, Burlington Stores, Dell Technologies, Dick’s Sporting Goods, Dollar Tree, Gap,HPInc.,J.M. Smucker, Jacobs Engineering Group,Medtronic,and VMware report earnings.</p><p><blockquote>Analog Devices、Autodesk、Best Buy、Burlington Stores、Dell Technologies、Dick's Sporting Goods、Dollar Tree、Gap、HPInc、JMSmucker、Jacobs Engineering Group、Medtronic 和 VMware 报告收益。</blockquote></p><p> <b>IHS Markit releases</b> both the Manufacturing and Services Purchasing Managers’ indexes for November. Expectations are for a 59.5 reading for the Manufacturing PMI and 59 for the Services PMI. Both figures are slightly more than the October data. Both indexes are off their peaks from earlier this year, but higher than their levels from a year ago.</p><p><blockquote><b>IHS Markit 发布</b>11 月份制造业和服务业采购经理人指数。制造业 PMI 预计为 59.5，服务业 PMI 预计为 59。这两个数字都略高于10月份的数据。这两个指数都偏离了今年早些时候的峰值，但高于一年前的水平。</blockquote></p><p> <b>The BEA reports</b> its second estimate of third-quarter gross domestic product. Economists forecast a 2.2% annualized rate of growth, higher than the BEA’s preliminary estimate of 2% from late October.</p><p><blockquote><b>东亚银行报告</b>其对第三季度国内生产总值的第二次估计。经济学家预测年增长率为 2.2%，高于东亚银行 10 月底 2% 的初步估计。</blockquote></p><p> Deere reports fiscal fourth-quarter 2021 results.</p><p><blockquote>Deere公布 2021 年第四季度财报。</blockquote></p><p> <b>The Federal Open Market</b> Committee releases minutes from its early-November monetary-policy meeting.</p><p><blockquote><b>联邦公开市场</b>委员会发布 11 月初货币政策会议纪要。</blockquote></p><p> <b>The Census Bureau</b> releases the durable-goods report for October. Economists forecast a 0.2% month-over-month increase in new orders for manufactured durable goods, to $262 billion. Excluding transportation, new orders are seen rising 0.5%, matching the September gain.</p><p><blockquote><b>人口普查局</b>发布10月份耐用品报告。经济学家预测，耐用品制成品新订单环比增长 0.2%，达到 2620 亿美元。不包括运输，新订单增长 0.5%，与 9 月份的涨幅持平。</blockquote></p><p> <b>The BEA reports</b> personal income and spending for October. The consensus call is for a 0.4% monthly increase in income after a 1% decline in September. Personal spending is expected to rise 1%, month over month, a faster clip than September’s 0.6% gain.</p><p><blockquote><b>东亚银行报告</b>10月份个人收入和支出。普遍的看涨期权是，继 9 月份下降 1% 之后，收入每月增长 0.4%。个人支出预计将环比增长 1%，增幅快于 9 月份 0.6%。</blockquote></p><p> <b>U.S. bourses</b> and fixed-income markets are closed in observance of Thanksgiving.</p><p><blockquote><b>美国股市</b>固定收益市场因感恩节休市。</blockquote></p><p> <b>It’s Black Friday</b>, one of the busiest shopping days of the year and the traditional kickoff to the holiday shopping season. The National Retail Federation estimates that a record $851 billion will be spent by U.S. consumers this November and December, a 9.5% increase from last year. U.S. exchanges have a shortened trading session on the day after Thanksgiving. The Nasdaq and New York Stock Exchange end trading at 1 p.m., and the bond market closes at 2 p.m.</p><p><blockquote><b>今天是黑色星期五</b>这是一年中最繁忙的购物日之一，也是假日购物季的传统开始。全国零售联合会估计，今年11月和12月，美国消费者将花费创纪录的8510亿美元，比去年增长9.5%。美国交易所在感恩节后的第二天缩短了交易时段。纳斯达克和纽约证券交易所下午1点结束交易，债券市场下午2点收盘。</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>Best Buy, Zoom, Pinduoduo, Xpeng,Xiaomi,Meituan and Other Stocks for Investors to Watch This Week<blockquote>本周投资者关注百思买、Zoom、拼多多、小鹏、小米、美团等股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBest Buy, Zoom, Pinduoduo, Xpeng,Xiaomi,Meituan and Other Stocks for Investors to Watch This Week<blockquote>本周投资者关注百思买、Zoom、拼多多、小鹏、小米、美团等股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-11-22 06:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The tail end of third-quarter earnings season will bring more results from major retailers next week, just as shoppers prepare for Black Friday. On Tuesday, investors will get quarterly results from some of retail’s biggest names, including&nbsp;Best Buy,Burlington Stores,Dick’s Sporting Goods,Dollar Tree,and&nbsp;Gap.</p><p><blockquote>第三季度财报季的尾声将在下周带来主要零售商的更多业绩，就在购物者为黑色星期五做准备之际。本周二，投资者将从一些零售业巨头那里获得季度业绩，包括百思买、伯灵顿商店、迪克体育用品、美元树和盖普。</blockquote></p><p> Friday will bring one of the busiest shopping days of the year and the traditional kick off for holiday shopping season. The National Retail Federation estimates that a record $851 billion will be spent by U.S. consumers this November and December, a 9.5% increase from last year.</p><p><blockquote>周五将是一年中最繁忙的购物日之一，也是假日购物季的传统开始。全国零售联合会估计，今年11月和12月，美国消费者将花费创纪录的8510亿美元，比去年增长9.5%。</blockquote></p><p> Non-retail highlights on the earnings calendar next week include&nbsp;Zoom Video Communications on Monday,Xpeng,Xiaomi Corporation,Autodesk,Dell Technologies,and&nbsp;VMware&nbsp;on Tuesday, Deere&nbsp;on Wednesday&nbsp;and&nbsp;Pinduoduo,Meituan and RLX Technology&nbsp;on Friday.</p><p><blockquote>下周财报日历上的非零售亮点包括周一的Zoom Video通信、周二的小鹏汽车、小米公司、欧特克、戴尔科技和 VMware、周三的Deere以及周五的拼多多、美团和RLX科技。</blockquote></p><p> The National Association of Realtors reports existing-home sales for October on Monday. The consensus estimate is for a seasonally adjusted annual rate of 6.19 million homes sold, 100,000 fewer than in September.</p><p><blockquote>全国房地产经纪人协会周一报告了10月份的现房销售情况。普遍估计，经季节性调整后的年销量为 619 万套，比 9 月份减少 10 万套。</blockquote></p><p> On Tuesday,IHS Markit&nbsp;releases both the manufacturing and services purchasing managers’ indexes for November. Expectations are for a 59.5 reading for the manufacturing PMI and 59 for the services PMI.</p><p><blockquote>本周二，IHS Markit 将发布 11 月份制造业和服务业采购经理人指数。制造业 PMI 预计为 59.5，服务业 PMI 预计为 59。</blockquote></p><p> On Wednesday, the Federal Open Market Committee releases minutes from its early-November monetary-policy meeting. The U.S. Census Bureau also releases the durable-goods report for October, while the U.S. Bureau of Economic Analysis reports personal income and spending for October.</p><p><blockquote>周三，联邦公开市场委员会发布了 11 月初货币政策会议纪要。美国人口普查局还发布了10月份耐用品报告，而美国经济分析局则报告了10月份的个人收入和支出。</blockquote></p><p> U.S. bourses and fixed-income markets will be closed on Thursday for Thanksgiving. On Friday, the Nasdaq and New York Stock Exchange end trading at 1 p.m., while the bond market closes at 2 p.m.</p><p><blockquote>美国股市和固定收益市场将于周四因感恩节休市。周五，纳斯达克和纽约证券交易所下午1点结束交易，而债券市场下午2点收盘。</blockquote></p><p> Agilent Technologies,Keysight Technologies,and Zoom Video Communications release quarterly results.</p><p><blockquote>安捷伦科技、是德科技和Zoom Video通信发布季度业绩。</blockquote></p><p> <b>The National Association</b> of Realtors reports existing-home sales for October. The consensus estimate is for a seasonally adjusted annual rate of 6.19 million homes sold, 100,000 fewer than in September. Existing-home sales hit their post-financial-crisis peak at 6.73 million last October and have fallen for much of this year, partly due to supply constraints, especially at the lower-price end of the housing market.</p><p><blockquote><b>全国协会</b>房地产经纪人报告了10月份的现房销售情况。普遍估计，经季节性调整后的年销量为 619 万套，比 9 月份减少 10 万套。去年 10 月，成屋销售量达到金融危机后的峰值 673 万套，今年大部分时间都在下降，部分原因是供应限制，尤其是房地产市场的低价端。</blockquote></p><p> Analog Devices,Autodesk, Best Buy, Burlington Stores, Dell Technologies, Dick’s Sporting Goods, Dollar Tree, Gap,HPInc.,J.M. Smucker, Jacobs Engineering Group,Medtronic,and VMware report earnings.</p><p><blockquote>Analog Devices、Autodesk、Best Buy、Burlington Stores、Dell Technologies、Dick's Sporting Goods、Dollar Tree、Gap、HPInc、JMSmucker、Jacobs Engineering Group、Medtronic 和 VMware 报告收益。</blockquote></p><p> <b>IHS Markit releases</b> both the Manufacturing and Services Purchasing Managers’ indexes for November. Expectations are for a 59.5 reading for the Manufacturing PMI and 59 for the Services PMI. Both figures are slightly more than the October data. Both indexes are off their peaks from earlier this year, but higher than their levels from a year ago.</p><p><blockquote><b>IHS Markit 发布</b>11 月份制造业和服务业采购经理人指数。制造业 PMI 预计为 59.5，服务业 PMI 预计为 59。这两个数字都略高于10月份的数据。这两个指数都偏离了今年早些时候的峰值，但高于一年前的水平。</blockquote></p><p> <b>The BEA reports</b> its second estimate of third-quarter gross domestic product. Economists forecast a 2.2% annualized rate of growth, higher than the BEA’s preliminary estimate of 2% from late October.</p><p><blockquote><b>东亚银行报告</b>其对第三季度国内生产总值的第二次估计。经济学家预测年增长率为 2.2%，高于东亚银行 10 月底 2% 的初步估计。</blockquote></p><p> Deere reports fiscal fourth-quarter 2021 results.</p><p><blockquote>Deere公布 2021 年第四季度财报。</blockquote></p><p> <b>The Federal Open Market</b> Committee releases minutes from its early-November monetary-policy meeting.</p><p><blockquote><b>联邦公开市场</b>委员会发布 11 月初货币政策会议纪要。</blockquote></p><p> <b>The Census Bureau</b> releases the durable-goods report for October. Economists forecast a 0.2% month-over-month increase in new orders for manufactured durable goods, to $262 billion. Excluding transportation, new orders are seen rising 0.5%, matching the September gain.</p><p><blockquote><b>人口普查局</b>发布10月份耐用品报告。经济学家预测，耐用品制成品新订单环比增长 0.2%，达到 2620 亿美元。不包括运输，新订单增长 0.5%，与 9 月份的涨幅持平。</blockquote></p><p> <b>The BEA reports</b> personal income and spending for October. The consensus call is for a 0.4% monthly increase in income after a 1% decline in September. Personal spending is expected to rise 1%, month over month, a faster clip than September’s 0.6% gain.</p><p><blockquote><b>东亚银行报告</b>10月份个人收入和支出。普遍的看涨期权是，继 9 月份下降 1% 之后，收入每月增长 0.4%。个人支出预计将环比增长 1%，增幅快于 9 月份 0.6%。</blockquote></p><p> <b>U.S. bourses</b> and fixed-income markets are closed in observance of Thanksgiving.</p><p><blockquote><b>美国股市</b>固定收益市场因感恩节休市。</blockquote></p><p> <b>It’s Black Friday</b>, one of the busiest shopping days of the year and the traditional kickoff to the holiday shopping season. The National Retail Federation estimates that a record $851 billion will be spent by U.S. consumers this November and December, a 9.5% increase from last year. U.S. exchanges have a shortened trading session on the day after Thanksgiving. The Nasdaq and New York Stock Exchange end trading at 1 p.m., and the bond market closes at 2 p.m.</p><p><blockquote><b>今天是黑色星期五</b>这是一年中最繁忙的购物日之一，也是假日购物季的传统开始。全国零售联合会估计，今年11月和12月，美国消费者将花费创纪录的8510亿美元，比去年增长9.5%。美国交易所在感恩节后的第二天缩短了交易时段。纳斯达克和纽约证券交易所下午1点结束交易，债券市场下午2点收盘。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/best-buy-zoom-dell-deere-and-other-stocks-for-investors-to-watch-this-week-51637524800?mod=hp_LEAD_3\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DELL":"戴尔","ZM":"Zoom",".SPX":"S&P 500 Index","BBY":"百思买",".DJI":"道琼斯","DE":"迪尔股份有限公司",".IXIC":"NASDAQ Composite"},"source_url":"https://www.barrons.com/articles/best-buy-zoom-dell-deere-and-other-stocks-for-investors-to-watch-this-week-51637524800?mod=hp_LEAD_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153786917","content_text":"The tail end of third-quarter earnings season will bring more results from major retailers next week, just as shoppers prepare for Black Friday. On Tuesday, investors will get quarterly results from some of retail’s biggest names, including Best Buy,Burlington Stores,Dick’s Sporting Goods,Dollar Tree,and Gap.\nFriday will bring one of the busiest shopping days of the year and the traditional kick off for holiday shopping season. The National Retail Federation estimates that a record $851 billion will be spent by U.S. consumers this November and December, a 9.5% increase from last year.\nNon-retail highlights on the earnings calendar next week include Zoom Video Communications on Monday,Xpeng,Xiaomi Corporation,Autodesk,Dell Technologies,and VMware on Tuesday, Deere on Wednesday and Pinduoduo,Meituan and RLX Technology on Friday.\nThe National Association of Realtors reports existing-home sales for October on Monday. The consensus estimate is for a seasonally adjusted annual rate of 6.19 million homes sold, 100,000 fewer than in September.\nOn Tuesday,IHS Markit releases both the manufacturing and services purchasing managers’ indexes for November. Expectations are for a 59.5 reading for the manufacturing PMI and 59 for the services PMI.\nOn Wednesday, the Federal Open Market Committee releases minutes from its early-November monetary-policy meeting. The U.S. Census Bureau also releases the durable-goods report for October, while the U.S. Bureau of Economic Analysis reports personal income and spending for October.\nU.S. bourses and fixed-income markets will be closed on Thursday for Thanksgiving. On Friday, the Nasdaq and New York Stock Exchange end trading at 1 p.m., while the bond market closes at 2 p.m.\nAgilent Technologies,Keysight Technologies,and Zoom Video Communications release quarterly results.\nThe National Association of Realtors reports existing-home sales for October. The consensus estimate is for a seasonally adjusted annual rate of 6.19 million homes sold, 100,000 fewer than in September. Existing-home sales hit their post-financial-crisis peak at 6.73 million last October and have fallen for much of this year, partly due to supply constraints, especially at the lower-price end of the housing market.\nAnalog Devices,Autodesk, Best Buy, Burlington Stores, Dell Technologies, Dick’s Sporting Goods, Dollar Tree, Gap,HPInc.,J.M. Smucker, Jacobs Engineering Group,Medtronic,and VMware report earnings.\nIHS Markit releases both the Manufacturing and Services Purchasing Managers’ indexes for November. Expectations are for a 59.5 reading for the Manufacturing PMI and 59 for the Services PMI. Both figures are slightly more than the October data. Both indexes are off their peaks from earlier this year, but higher than their levels from a year ago.\nThe BEA reports its second estimate of third-quarter gross domestic product. Economists forecast a 2.2% annualized rate of growth, higher than the BEA’s preliminary estimate of 2% from late October.\nDeere reports fiscal fourth-quarter 2021 results.\nThe Federal Open Market Committee releases minutes from its early-November monetary-policy meeting.\nThe Census Bureau releases the durable-goods report for October. Economists forecast a 0.2% month-over-month increase in new orders for manufactured durable goods, to $262 billion. Excluding transportation, new orders are seen rising 0.5%, matching the September gain.\nThe BEA reports personal income and spending for October. The consensus call is for a 0.4% monthly increase in income after a 1% decline in September. Personal spending is expected to rise 1%, month over month, a faster clip than September’s 0.6% gain.\nU.S. bourses and fixed-income markets are closed in observance of Thanksgiving.\nIt’s Black Friday, one of the busiest shopping days of the year and the traditional kickoff to the holiday shopping season. The National Retail Federation estimates that a record $851 billion will be spent by U.S. consumers this November and December, a 9.5% increase from last year. U.S. exchanges have a shortened trading session on the day after Thanksgiving. The Nasdaq and New York Stock Exchange end trading at 1 p.m., and the bond market closes at 2 p.m.","news_type":1,"symbols_score_info":{".SPX":0.9,"ZM":0.9,".DJI":0.9,"DELL":0.9,".IXIC":0.9,"BBY":0.9,"DE":0.9}},"isVote":1,"tweetType":1,"viewCount":736,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605448971,"gmtCreate":1639232214963,"gmtModify":1639232215257,"author":{"id":"3585044510958477","authorId":"3585044510958477","name":"Jer_Soul","avatar":"https://static.tigerbbs.com/1e2cafce52f5cbb77f8b4a073c7be9a3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585044510958477","authorIdStr":"3585044510958477"},"themes":[],"title":"","htmlText":"[Cool]&nbsp;","listText":"[Cool]&nbsp;","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/605448971","repostId":"2190675480","repostType":4,"isVote":1,"tweetType":1,"viewCount":4522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862388179,"gmtCreate":1632837779499,"gmtModify":1632837788505,"author":{"id":"3585044510958477","authorId":"3585044510958477","name":"Jer_Soul","avatar":"https://static.tigerbbs.com/1e2cafce52f5cbb77f8b4a073c7be9a3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585044510958477","authorIdStr":"3585044510958477"},"themes":[],"title":"","htmlText":"Why drop","listText":"Why drop","text":"Why drop","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/862388179","repostId":"2170770176","repostType":4,"isVote":1,"tweetType":1,"viewCount":544,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":893083589,"gmtCreate":1628221094141,"gmtModify":1633752460320,"author":{"id":"3585044510958477","authorId":"3585044510958477","name":"Jer_Soul","avatar":"https://static.tigerbbs.com/1e2cafce52f5cbb77f8b4a073c7be9a3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585044510958477","authorIdStr":"3585044510958477"},"themes":[],"title":"","htmlText":"Buy buy buy","listText":"Buy buy buy","text":"Buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/893083589","repostId":"1155519509","repostType":4,"isVote":1,"tweetType":1,"viewCount":391,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802010210,"gmtCreate":1627698501830,"gmtModify":1633757005547,"author":{"id":"3585044510958477","authorId":"3585044510958477","name":"Jer_Soul","avatar":"https://static.tigerbbs.com/1e2cafce52f5cbb77f8b4a073c7be9a3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585044510958477","authorIdStr":"3585044510958477"},"themes":[],"title":"","htmlText":"Next week better !","listText":"Next week better !","text":"Next week better !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/802010210","repostId":"2155001152","repostType":4,"isVote":1,"tweetType":1,"viewCount":599,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":603258155,"gmtCreate":1638416731543,"gmtModify":1638416790926,"author":{"id":"3585044510958477","authorId":"3585044510958477","name":"Jer_Soul","avatar":"https://static.tigerbbs.com/1e2cafce52f5cbb77f8b4a073c7be9a3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585044510958477","authorIdStr":"3585044510958477"},"themes":[],"title":"","htmlText":"[Cool]&nbsp;","listText":"[Cool]&nbsp;","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/603258155","repostId":"1101998797","repostType":4,"isVote":1,"tweetType":1,"viewCount":971,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823334789,"gmtCreate":1633581064822,"gmtModify":1633581065205,"author":{"id":"3585044510958477","authorId":"3585044510958477","name":"Jer_Soul","avatar":"https://static.tigerbbs.com/1e2cafce52f5cbb77f8b4a073c7be9a3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585044510958477","authorIdStr":"3585044510958477"},"themes":[],"title":"","htmlText":"😀","listText":"😀","text":"😀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/823334789","repostId":"2173948607","repostType":4,"repost":{"id":"2173948607","kind":"highlight","pubTimestamp":1633570746,"share":"https://www.laohunote.com/m/news/2173948607?lang=zh_CN&edition=full","pubTime":"2021-10-07 09:39","market":"us","language":"en","title":"Here are 10 'high conviction' stocks of companies with strong pricing power and at least 20% upside potential to UBS targets<blockquote>以下是 10 只具有强大定价能力且对瑞银目标至少有 20% 上涨潜力的“高信念”公司股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2173948607","media":"MarketWatch","summary":"UBS expects pricing power to be even more important as shipping, raw materials and wage costs surge. Inflation and supply issues are among the buzziest words on Wall Street as the third-quarter earnings reporting season approaches, with investors waiting to see which companies were the best at managing surging cost pressures and shipping disruptions.UBS strategists believe one of the best ways to deal with these headwinds is for a company to raise prices, but not all companies can do so by enoug","content":"<p>UBS expects pricing power to be even more important as shipping, raw materials and wage costs surge</p><p><blockquote>瑞银预计，随着航运、原材料和工资成本飙升，定价权将变得更加重要</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c9666acc8b6cbedd5fb585565a168bcf\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>盖蒂图片社</span></p></blockquote></p><p> Inflation and supply issues are among the buzziest words on Wall Street as the third-quarter earnings reporting season approaches, with investors waiting to see which companies were the best at managing surging cost pressures and shipping disruptions.</p><p><blockquote>随着第三季度财报季的临近，通胀和供应问题是华尔街最热门的词汇之一，投资者正在等待看哪些公司最擅长应对飙升的成本压力和运输中断。</blockquote></p><p> UBS strategists believe one of the best ways to deal with these headwinds is for a company to raise prices, but not all companies can do so by enough to make a real difference without losing customers.</p><p><blockquote>瑞银策略师认为，应对这些不利因素的最佳方法之一是公司提高价格，但并非所有公司都能在不失去客户的情况下产生真正的影响。</blockquote></p><p> A number of companies in different sectors have already cut forward guidance, given rising costs and supply-chain disruptions, such as FedEx Corp.,Nu Skin Enterprises Inc.&nbsp;and Dollar Tree Inc..</p><p><blockquote>鉴于成本上升和供应链中断，不同行业的许多公司已经下调了指引，如联邦快递公司、如新企业公司和美元树公司..</blockquote></p><p> Third-quarter earnings season kicks off in earnest next week, with aggregate earnings per share of the S&amp;P 500 companies&nbsp;expected to show year-over-year growth in earnings per share of about 27% and in sales of about 15%.</p><p><blockquote>第三季度财报季将于下周正式拉开帷幕，标普500公司的每股总收益预计将同比增长约27%，销售额增长约15%。</blockquote></p><p> “Pricing power should be an even more important theme for relative returns with surging shipping costs, rising raw materials, supply chain issues and accelerating wage growth,” UBS strategists wrote in a note to clients this week.</p><p><blockquote>“瑞银策略师在本周给客户的一份报告中写道：”随着运输成本飙升、原材料价格上涨、供应链问题和工资增长加速，定价权应该成为相对回报的一个更加重要的主题。</blockquote></p><p> So the strategists, led by Keith Parker, asked UBS analysts across 33 industries to identify companies with the strongest relative pricing power. The analysts were also asked to pick out companies that scored in the top third of their respective sectors based on UBS Equity Strategy’s composite score for pricing power, margin momentum and input cost exposure; have “buy” ratings; and have stocks with at least 10% upside potential to their respective price targets.</p><p><blockquote>因此，以基思·帕克为首的策略师要求瑞银33个行业的分析师找出相对定价能力最强的公司。分析师们还被要求根据瑞银股票策略公司（UBS Equity Strategy）对定价权、利润率动量和投入成本敞口的综合评分，选出在各自行业中得分排名前三分之一的公司；给予“买入”评级；并拥有较各自价格目标至少有 10% 上涨潜力的股票。</blockquote></p><p> Here are 10 “high conviction, strong pricing power stocks” on UBS’s list that have at least 20% upside to the analysts’ stock price targets, in alphabetical order:</p><p><blockquote>以下是瑞银名单上的 10 只 “高信念、定价强劲的股票 ”，它们比分析师的目标股价至少有 20% 的上涨空间，按字母顺序排列：</blockquote></p><p> <ul>  <li>Advance Auto Parts Inc.,with a price target of $255, which implies an upside of about 21% to prices in afternoon trading Wednesday. Analyst Michael Lasser said he believes the auto parts company’s (AAP) aftermarket fundamentals are in a strong position, and that a gradual increase in mobility and a return to working in offices should drive further recovery in vehicle miles traveled.</li> </ul> “The auto parts sector traditionally has strong pricing power, with an ability to pass along price increases to customers,” Lasser wrote. “Plus, AAP also have the largest exposure to the commercial segment of the market, which is viewed even more favorably.”</p><p><blockquote><ul><li>Advance Auto Parts Inc.，目标价为 255 美元，这意味着周三下午交易中的价格上涨约 21%。分析师迈克尔-拉瑟（Michael Lasser）说，他认为这家汽车零部件公司（AAP）的售后市场基本面处于强势地位，流动性的逐步提高和办公室工作的回归应该会推动车辆行驶里程的进一步恢复。</li></ul>“拉瑟写道：”汽车零部件行业历来拥有强大的定价权，有能力将价格上涨转嫁给客户。“此外，AAP 在商业市场领域也拥有最大的曝光率，这一点被视为更有利”。</blockquote></p><p> <ul>  <li>Apple Inc.,which has a price target of $175 that implies 24% upside. Analyst David Vogt said the combination of its technological capability, supported by its retention metrics from UBS surveys that indicate high customer satisfaction for Apple products, suggests the PC and smartphone giant’s brand equity should drive adoption in the battery-electric-vehicle (BEV) market.</li> </ul> “End-market demand has been improving year-over-year, leading to elevated ‘wait times’ despite increased product procurement/production,” Vogt wrote. Regarding the BEV market, Vogt said that while Apple isn’t a first mover, “its significant resources should enable the company to be a ‘fast follower,'” similar to when it entered the smartphone market in 2007.</p><p><blockquote><ul><li>苹果公司，其目标价为 175 美元，这意味着 24% 的上涨空间。分析师大卫-沃格特（David Vogt）说，瑞银调查显示客户对苹果产品的满意度很高，这表明这家个人电脑和智能手机巨头的品牌资产应该会推动电池电动汽车（BEV）市场的采用。</li></ul>“沃格特写道：”尽管产品采购/生产有所增加，但终端市场需求逐年改善，导致'等待时间'延长。关于纯电动汽车市场，沃格特说，虽然苹果不是先行者，但 “其丰富的资源应该能使该公司成为一个'快速追随者'”，类似于 2007 年进入智能手机市场时的情况。</blockquote></p><p> <ul>  <li>CME Group Inc.,with a price target of $245 implying 23% upside. Analyst Alex Kramm said the derivatives trading platform benefits from global expansion, innovation, adoption of options and pricing. And he believes regulation could provide a tailwind to growth.</li> </ul> “As primarily a U.S. futures business, CME enjoys the highest barriers of entry in the space,” Kramm wrote.</p><p><blockquote><ul><li>芝商所集团公司，目标价为 245 美元，意味着 23% 的上涨空间。分析师亚历克斯·克拉姆表示，衍生品交易平台受益于全球扩张、创新、期权的采用和定价。他认为监管可以为增长提供推动力。</li></ul>“克拉姆写道：”作为一家主要从事美国期货业务的公司，芝加哥商品交易所在该领域享有最高的准入门槛。</blockquote></p><p> <ul>  <li>Danaher Corp.&nbsp;has a price target of $365, which implies 22% upside. Analyst John Sourbeer believes the medical products and services company (DHR) is “very well positioned” within the life sciences tool and services sector, as COVID testing should hold up much better than peers and the vaccine and therapeutic opportunity appears durable.</li> </ul> “DHR sales engine is able to proactively identify areas of potential pricing pressure and [successfully] navigate customers to high-value product,” Sourbeer wrote.</p><p><blockquote><ul><li>丹纳赫公司的目标价为 365 美元，这意味着 22% 的上涨空间。分析师约翰-苏尔比尔（John Sourbeer）认为，这家医疗产品和服务公司（DHR）在生命科学工具和服务领域 “处于非常有利的地位”，因为 COVID 检测的表现应该比同行好得多，而且疫苗和治疗机会似乎是持久的。</li></ul>“Sourbeer 写道：”DHR 销售引擎能够主动识别潜在定价压力领域，并[成功]引导客户购买高价值产品。</blockquote></p><p></p><p> <ul>  <li>EOG Resources Inc.&nbsp;has a $119 stock price target that suggests 38% upside. Analyst Lloyd Byrne the oil and natural gas exploration company is well positioned to mitigate inflationary pressures expected next year given well costs that are expected to be flat to lower in 2022 because of reduced drilling days, the deployment of “super zipper fracs” and contracts negotiated at lower rates.</li> </ul> “Pricing power in commodity companies is difficult to achieve. Those that can hold margins by best controlling costs, though, are better positioned,” Byrne wrote. “EOG is better positioned than most by being proactive with input and service costs, while excelling in operations.”</p><p><blockquote><ul><li>EOG Resources Inc. 的目标股价为 119 美元，上涨空间为 38%。分析师劳埃德-伯恩（Lloyd Byrne）认为，由于钻井天数减少、部署 “超级拉链压裂 ”以及以较低的费率谈判的合同，预计 2022 年油井成本将持平甚至更低，因此这家石油和天然气勘探公司已做好充分准备，可以缓解明年预期的通胀压力。</li></ul>“大宗商品公司的定价权很难实现。不过，那些能够通过最好地控制成本来保持利润率的公司则处于更有利的地位，”伯恩写道。“与大多数公司相比，EOG 在投入和服务成本方面积极主动，同时在运营方面表现出色”。</blockquote></p><p> <ul>  <li>Extra Space Storage Inc.’s&nbsp;stock price target of $210 implies 24% upside. Analyst Michael Goldsmith said he believes strong underlying demand, in conjunction with decelerating supply growth, support rent growth.</li> </ul> “Strong demand for self storage and elevated occupancy rates, combined with its non-discretionary nature increased pricing power of the operators,” Goldsmith wrote. “Operators are flexing their pricing power to new customers, as well as existing customer rent increases every 9-12 months.”</p><p><blockquote><ul><li>Extra Space Storage Inc. 210 美元的目标股价意味着 24% 的上涨空间。分析师迈克尔·戈德史密斯表示，他认为强劲的潜在需求加上供应增长放缓，将支撑租金增长。</li></ul>“戈德史密斯写道：”对自助仓储的强劲需求和较高的入住率，再加上其非自由支配性质，增加了运营商的定价权。“运营商正在向新客户以及现有客户每 9-12 个月上涨一次租金”。</blockquote></p><p> <ul>  <li>Generac Holdings Inc.&nbsp;has a price target of $500, which implies 23% upside. Analyst Jon Windham believes the power generation equipment maker’s competitive edge lies in its customer acquisition platform, which should enable it to take market share from incumbents SolarEdge Technologies Inc.&nbsp;and Enphase Energy Inc..</li> </ul> “Dominant market share (~80%) and strong demand for home standby power have insulated already high residential product margins,” Windham wrote.</p><p><blockquote><ul><li>Generac Holdings Inc. 的目标价为 500 美元，这意味着 23% 的上涨空间。分析师乔恩-温德姆（Jon Windham）认为，这家发电设备制造商的竞争优势在于其客户获取平台，这将使其能够从现有的 SolarEdge Technologies Inc. 和 Enphase Energy Inc. 手中夺取市场份额。</li></ul>“温德姆写道：”占据主导地位的市场份额（约 80%）和对家庭备用电源的强劲需求使本已很高的住宅产品利润率隔绝开来。</blockquote></p><p> <ul>  <li>Nike Inc.’s&nbsp;price target of $185 implies 24% upside. Analyst Jay Sole said a UBS survey and pricing data reveal that the Nike brand currently is No. 1 in mindshare globally and the sports apparel and accessories company has significant room to reduce promotions.</li> </ul> “We believe the market doesn’t fully appreciate how Nike’s investments in product innovation, supply chain and e-commerce are working in concert to drive unit growth and [average selling price] increases,” Sole wrote.</p><p><blockquote><ul><li>耐克公司 185 美元的目标价意味着 24% 的上涨空间。分析师 Jay Sole 表示，瑞银的调查和定价数据显示，耐克品牌目前在全球心智份额中排名第一，这家运动服装和配饰公司还有很大的减少促销的空间。</li></ul>“索尔写道：”我们认为，市场并没有充分认识到耐克在产品创新、供应链和电子商务方面的投资是如何协同推动销量增长和[平均售价]上涨的。</blockquote></p><p> <ul>  <li>Salesforce.com Inc.&nbsp;has a stock price target of $330 that implies 20% upside potential. Analyst Karl Keirstead said the customer relationship management software company appears to be moving well beyond the previous era of limited operating margin expansion, and committing to boosting annual operating margins.</li> </ul> “Importantly, the drivers behind the improved margin outlook strike us as sustainable, with topline outperformance, a permanent shift towards WFH [work from home] and Zoom-based customer interactions, and renewed expense discipline internally…the three biggest drivers,” Keirstead wrote.</p><p><blockquote><ul><li>Salesforce.com Inc. 的目标股价为 330 美元，这意味着 20% 的上涨潜力。分析师 Karl Keirstead 表示，这家客户关系管理软件公司似乎已经远远超越了之前营业利润率扩张有限的时代，并致力于提高年度营业利润率。</li></ul>“Keirstead 写道：”重要的是，利润率前景改善背后的驱动因素在我们看来是可持续的，包括营收优异、向 WFH（在家工作）和基于 Zoom 的客户互动的永久转变，以及内部更新的费用纪律.这三大驱动因素。</blockquote></p><p> <ul>  <li>Teleflex Inc.’s price target of $480 implies 28% upside. Analyst Matthew Taylor said the medical technology products company makes a number of inexpensive products that fly under the radar, given them the opportunity to increase prices.</li> </ul> Taylor said he believes margins can go “significantly higher” over the long term, given the company’s leverage to both necessary and elective procedures, which should return quickly in a post-pandemic world.</p><p><blockquote><ul><li>Teleflex Inc. 480 美元的目标价意味着 28% 的上涨空间。分析师马修·泰勒 (Matthew Taylor) 表示，这家医疗技术产品公司生产了许多低调的廉价产品，因为它们有机会提高价格。</li></ul>泰勒说，他相信从长远来看，利润率可以 “大幅提高”，因为公司可以利用必要程序和选择性程序，而这些程序在后大流行病时代应该会很快恢复。</blockquote></p><p></p>","source":"lsy1603348471595","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>Here are 10 'high conviction' stocks of companies with strong pricing power and at least 20% upside potential to UBS targets<blockquote>以下是 10 只具有强大定价能力且对瑞银目标至少有 20% 上涨潜力的“高信念”公司股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere are 10 'high conviction' stocks of companies with strong pricing power and at least 20% upside potential to UBS targets<blockquote>以下是 10 只具有强大定价能力且对瑞银目标至少有 20% 上涨潜力的“高信念”公司股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-10-07 09:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p>UBS expects pricing power to be even more important as shipping, raw materials and wage costs surge</p><p><blockquote>瑞银预计，随着航运、原材料和工资成本飙升，定价权将变得更加重要</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c9666acc8b6cbedd5fb585565a168bcf\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>盖蒂图片社</span></p></blockquote></p><p> Inflation and supply issues are among the buzziest words on Wall Street as the third-quarter earnings reporting season approaches, with investors waiting to see which companies were the best at managing surging cost pressures and shipping disruptions.</p><p><blockquote>随着第三季度财报季的临近，通胀和供应问题是华尔街最热门的词汇之一，投资者正在等待看哪些公司最擅长应对飙升的成本压力和运输中断。</blockquote></p><p> UBS strategists believe one of the best ways to deal with these headwinds is for a company to raise prices, but not all companies can do so by enough to make a real difference without losing customers.</p><p><blockquote>瑞银策略师认为，应对这些不利因素的最佳方法之一是公司提高价格，但并非所有公司都能在不失去客户的情况下产生真正的影响。</blockquote></p><p> A number of companies in different sectors have already cut forward guidance, given rising costs and supply-chain disruptions, such as FedEx Corp.,Nu Skin Enterprises Inc.&nbsp;and Dollar Tree Inc..</p><p><blockquote>鉴于成本上升和供应链中断，不同行业的许多公司已经下调了指引，如联邦快递公司、如新企业公司和美元树公司..</blockquote></p><p> Third-quarter earnings season kicks off in earnest next week, with aggregate earnings per share of the S&amp;P 500 companies&nbsp;expected to show year-over-year growth in earnings per share of about 27% and in sales of about 15%.</p><p><blockquote>第三季度财报季将于下周正式拉开帷幕，标普500公司的每股总收益预计将同比增长约27%，销售额增长约15%。</blockquote></p><p> “Pricing power should be an even more important theme for relative returns with surging shipping costs, rising raw materials, supply chain issues and accelerating wage growth,” UBS strategists wrote in a note to clients this week.</p><p><blockquote>“瑞银策略师在本周给客户的一份报告中写道：”随着运输成本飙升、原材料价格上涨、供应链问题和工资增长加速，定价权应该成为相对回报的一个更加重要的主题。</blockquote></p><p> So the strategists, led by Keith Parker, asked UBS analysts across 33 industries to identify companies with the strongest relative pricing power. The analysts were also asked to pick out companies that scored in the top third of their respective sectors based on UBS Equity Strategy’s composite score for pricing power, margin momentum and input cost exposure; have “buy” ratings; and have stocks with at least 10% upside potential to their respective price targets.</p><p><blockquote>因此，以基思·帕克为首的策略师要求瑞银33个行业的分析师找出相对定价能力最强的公司。分析师们还被要求根据瑞银股票策略公司（UBS Equity Strategy）对定价权、利润率动量和投入成本敞口的综合评分，选出在各自行业中得分排名前三分之一的公司；给予“买入”评级；并拥有较各自价格目标至少有 10% 上涨潜力的股票。</blockquote></p><p> Here are 10 “high conviction, strong pricing power stocks” on UBS’s list that have at least 20% upside to the analysts’ stock price targets, in alphabetical order:</p><p><blockquote>以下是瑞银名单上的 10 只 “高信念、定价强劲的股票 ”，它们比分析师的目标股价至少有 20% 的上涨空间，按字母顺序排列：</blockquote></p><p> <ul>  <li>Advance Auto Parts Inc.,with a price target of $255, which implies an upside of about 21% to prices in afternoon trading Wednesday. Analyst Michael Lasser said he believes the auto parts company’s (AAP) aftermarket fundamentals are in a strong position, and that a gradual increase in mobility and a return to working in offices should drive further recovery in vehicle miles traveled.</li> </ul> “The auto parts sector traditionally has strong pricing power, with an ability to pass along price increases to customers,” Lasser wrote. “Plus, AAP also have the largest exposure to the commercial segment of the market, which is viewed even more favorably.”</p><p><blockquote><ul><li>Advance Auto Parts Inc.，目标价为 255 美元，这意味着周三下午交易中的价格上涨约 21%。分析师迈克尔-拉瑟（Michael Lasser）说，他认为这家汽车零部件公司（AAP）的售后市场基本面处于强势地位，流动性的逐步提高和办公室工作的回归应该会推动车辆行驶里程的进一步恢复。</li></ul>“拉瑟写道：”汽车零部件行业历来拥有强大的定价权，有能力将价格上涨转嫁给客户。“此外，AAP 在商业市场领域也拥有最大的曝光率，这一点被视为更有利”。</blockquote></p><p> <ul>  <li>Apple Inc.,which has a price target of $175 that implies 24% upside. Analyst David Vogt said the combination of its technological capability, supported by its retention metrics from UBS surveys that indicate high customer satisfaction for Apple products, suggests the PC and smartphone giant’s brand equity should drive adoption in the battery-electric-vehicle (BEV) market.</li> </ul> “End-market demand has been improving year-over-year, leading to elevated ‘wait times’ despite increased product procurement/production,” Vogt wrote. Regarding the BEV market, Vogt said that while Apple isn’t a first mover, “its significant resources should enable the company to be a ‘fast follower,'” similar to when it entered the smartphone market in 2007.</p><p><blockquote><ul><li>苹果公司，其目标价为 175 美元，这意味着 24% 的上涨空间。分析师大卫-沃格特（David Vogt）说，瑞银调查显示客户对苹果产品的满意度很高，这表明这家个人电脑和智能手机巨头的品牌资产应该会推动电池电动汽车（BEV）市场的采用。</li></ul>“沃格特写道：”尽管产品采购/生产有所增加，但终端市场需求逐年改善，导致'等待时间'延长。关于纯电动汽车市场，沃格特说，虽然苹果不是先行者，但 “其丰富的资源应该能使该公司成为一个'快速追随者'”，类似于 2007 年进入智能手机市场时的情况。</blockquote></p><p> <ul>  <li>CME Group Inc.,with a price target of $245 implying 23% upside. Analyst Alex Kramm said the derivatives trading platform benefits from global expansion, innovation, adoption of options and pricing. And he believes regulation could provide a tailwind to growth.</li> </ul> “As primarily a U.S. futures business, CME enjoys the highest barriers of entry in the space,” Kramm wrote.</p><p><blockquote><ul><li>芝商所集团公司，目标价为 245 美元，意味着 23% 的上涨空间。分析师亚历克斯·克拉姆表示，衍生品交易平台受益于全球扩张、创新、期权的采用和定价。他认为监管可以为增长提供推动力。</li></ul>“克拉姆写道：”作为一家主要从事美国期货业务的公司，芝加哥商品交易所在该领域享有最高的准入门槛。</blockquote></p><p> <ul>  <li>Danaher Corp.&nbsp;has a price target of $365, which implies 22% upside. Analyst John Sourbeer believes the medical products and services company (DHR) is “very well positioned” within the life sciences tool and services sector, as COVID testing should hold up much better than peers and the vaccine and therapeutic opportunity appears durable.</li> </ul> “DHR sales engine is able to proactively identify areas of potential pricing pressure and [successfully] navigate customers to high-value product,” Sourbeer wrote.</p><p><blockquote><ul><li>丹纳赫公司的目标价为 365 美元，这意味着 22% 的上涨空间。分析师约翰-苏尔比尔（John Sourbeer）认为，这家医疗产品和服务公司（DHR）在生命科学工具和服务领域 “处于非常有利的地位”，因为 COVID 检测的表现应该比同行好得多，而且疫苗和治疗机会似乎是持久的。</li></ul>“Sourbeer 写道：”DHR 销售引擎能够主动识别潜在定价压力领域，并[成功]引导客户购买高价值产品。</blockquote></p><p></p><p> <ul>  <li>EOG Resources Inc.&nbsp;has a $119 stock price target that suggests 38% upside. Analyst Lloyd Byrne the oil and natural gas exploration company is well positioned to mitigate inflationary pressures expected next year given well costs that are expected to be flat to lower in 2022 because of reduced drilling days, the deployment of “super zipper fracs” and contracts negotiated at lower rates.</li> </ul> “Pricing power in commodity companies is difficult to achieve. Those that can hold margins by best controlling costs, though, are better positioned,” Byrne wrote. “EOG is better positioned than most by being proactive with input and service costs, while excelling in operations.”</p><p><blockquote><ul><li>EOG Resources Inc. 的目标股价为 119 美元，上涨空间为 38%。分析师劳埃德-伯恩（Lloyd Byrne）认为，由于钻井天数减少、部署 “超级拉链压裂 ”以及以较低的费率谈判的合同，预计 2022 年油井成本将持平甚至更低，因此这家石油和天然气勘探公司已做好充分准备，可以缓解明年预期的通胀压力。</li></ul>“大宗商品公司的定价权很难实现。不过，那些能够通过最好地控制成本来保持利润率的公司则处于更有利的地位，”伯恩写道。“与大多数公司相比，EOG 在投入和服务成本方面积极主动，同时在运营方面表现出色”。</blockquote></p><p> <ul>  <li>Extra Space Storage Inc.’s&nbsp;stock price target of $210 implies 24% upside. Analyst Michael Goldsmith said he believes strong underlying demand, in conjunction with decelerating supply growth, support rent growth.</li> </ul> “Strong demand for self storage and elevated occupancy rates, combined with its non-discretionary nature increased pricing power of the operators,” Goldsmith wrote. “Operators are flexing their pricing power to new customers, as well as existing customer rent increases every 9-12 months.”</p><p><blockquote><ul><li>Extra Space Storage Inc. 210 美元的目标股价意味着 24% 的上涨空间。分析师迈克尔·戈德史密斯表示，他认为强劲的潜在需求加上供应增长放缓，将支撑租金增长。</li></ul>“戈德史密斯写道：”对自助仓储的强劲需求和较高的入住率，再加上其非自由支配性质，增加了运营商的定价权。“运营商正在向新客户以及现有客户每 9-12 个月上涨一次租金”。</blockquote></p><p> <ul>  <li>Generac Holdings Inc.&nbsp;has a price target of $500, which implies 23% upside. Analyst Jon Windham believes the power generation equipment maker’s competitive edge lies in its customer acquisition platform, which should enable it to take market share from incumbents SolarEdge Technologies Inc.&nbsp;and Enphase Energy Inc..</li> </ul> “Dominant market share (~80%) and strong demand for home standby power have insulated already high residential product margins,” Windham wrote.</p><p><blockquote><ul><li>Generac Holdings Inc. 的目标价为 500 美元，这意味着 23% 的上涨空间。分析师乔恩-温德姆（Jon Windham）认为，这家发电设备制造商的竞争优势在于其客户获取平台，这将使其能够从现有的 SolarEdge Technologies Inc. 和 Enphase Energy Inc. 手中夺取市场份额。</li></ul>“温德姆写道：”占据主导地位的市场份额（约 80%）和对家庭备用电源的强劲需求使本已很高的住宅产品利润率隔绝开来。</blockquote></p><p> <ul>  <li>Nike Inc.’s&nbsp;price target of $185 implies 24% upside. Analyst Jay Sole said a UBS survey and pricing data reveal that the Nike brand currently is No. 1 in mindshare globally and the sports apparel and accessories company has significant room to reduce promotions.</li> </ul> “We believe the market doesn’t fully appreciate how Nike’s investments in product innovation, supply chain and e-commerce are working in concert to drive unit growth and [average selling price] increases,” Sole wrote.</p><p><blockquote><ul><li>耐克公司 185 美元的目标价意味着 24% 的上涨空间。分析师 Jay Sole 表示，瑞银的调查和定价数据显示，耐克品牌目前在全球心智份额中排名第一，这家运动服装和配饰公司还有很大的减少促销的空间。</li></ul>“索尔写道：”我们认为，市场并没有充分认识到耐克在产品创新、供应链和电子商务方面的投资是如何协同推动销量增长和[平均售价]上涨的。</blockquote></p><p> <ul>  <li>Salesforce.com Inc.&nbsp;has a stock price target of $330 that implies 20% upside potential. Analyst Karl Keirstead said the customer relationship management software company appears to be moving well beyond the previous era of limited operating margin expansion, and committing to boosting annual operating margins.</li> </ul> “Importantly, the drivers behind the improved margin outlook strike us as sustainable, with topline outperformance, a permanent shift towards WFH [work from home] and Zoom-based customer interactions, and renewed expense discipline internally…the three biggest drivers,” Keirstead wrote.</p><p><blockquote><ul><li>Salesforce.com Inc. 的目标股价为 330 美元，这意味着 20% 的上涨潜力。分析师 Karl Keirstead 表示，这家客户关系管理软件公司似乎已经远远超越了之前营业利润率扩张有限的时代，并致力于提高年度营业利润率。</li></ul>“Keirstead 写道：”重要的是，利润率前景改善背后的驱动因素在我们看来是可持续的，包括营收优异、向 WFH（在家工作）和基于 Zoom 的客户互动的永久转变，以及内部更新的费用纪律.这三大驱动因素。</blockquote></p><p> <ul>  <li>Teleflex Inc.’s price target of $480 implies 28% upside. Analyst Matthew Taylor said the medical technology products company makes a number of inexpensive products that fly under the radar, given them the opportunity to increase prices.</li> </ul> Taylor said he believes margins can go “significantly higher” over the long term, given the company’s leverage to both necessary and elective procedures, which should return quickly in a post-pandemic world.</p><p><blockquote><ul><li>Teleflex Inc. 480 美元的目标价意味着 28% 的上涨空间。分析师马修·泰勒 (Matthew Taylor) 表示，这家医疗技术产品公司生产了许多低调的廉价产品，因为它们有机会提高价格。</li></ul>泰勒说，他相信从长远来看，利润率可以 “大幅提高”，因为公司可以利用必要程序和选择性程序，而这些程序在后大流行病时代应该会很快恢复。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/here-are-10-high-conviction-stocks-of-companies-with-strong-pricing-power-and-at-least-20-upside-potential-to-ubs-targets-11633547178?mod=home-page\">MarketWatch</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":{"EXR":"Extra Space Storage Inc","KO":"可口可乐","SEDG":"SolarEdge Technologies, Inc.","CME":"芝加哥商品交易所","CRM":"赛富时","GNRC":"Generac控股","NKE":"耐克","CHTR":"特许通讯","AAP":"Advance Auto Parts Inc","USB":"美国合众银行","AEE":"阿曼瑞恩","DHR":"丹纳赫","AAPL":"苹果","FDX":"联邦快递","DLTR":"美元树公司","NUS":"如新集团","SBAC":"SBA通信","ENPH":"Enphase Energy","EOG":"依欧格资源"},"source_url":"https://www.marketwatch.com/story/here-are-10-high-conviction-stocks-of-companies-with-strong-pricing-power-and-at-least-20-upside-potential-to-ubs-targets-11633547178?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2173948607","content_text":"UBS expects pricing power to be even more important as shipping, raw materials and wage costs surge\nGetty Images\nInflation and supply issues are among the buzziest words on Wall Street as the third-quarter earnings reporting season approaches, with investors waiting to see which companies were the best at managing surging cost pressures and shipping disruptions.\nUBS strategists believe one of the best ways to deal with these headwinds is for a company to raise prices, but not all companies can do so by enough to make a real difference without losing customers.\nA number of companies in different sectors have already cut forward guidance, given rising costs and supply-chain disruptions, such as FedEx Corp.,Nu Skin Enterprises Inc. and Dollar Tree Inc..\nThird-quarter earnings season kicks off in earnest next week, with aggregate earnings per share of the S&P 500 companies expected to show year-over-year growth in earnings per share of about 27% and in sales of about 15%.\n“Pricing power should be an even more important theme for relative returns with surging shipping costs, rising raw materials, supply chain issues and accelerating wage growth,” UBS strategists wrote in a note to clients this week.\nSo the strategists, led by Keith Parker, asked UBS analysts across 33 industries to identify companies with the strongest relative pricing power. The analysts were also asked to pick out companies that scored in the top third of their respective sectors based on UBS Equity Strategy’s composite score for pricing power, margin momentum and input cost exposure; have “buy” ratings; and have stocks with at least 10% upside potential to their respective price targets.\nHere are 10 “high conviction, strong pricing power stocks” on UBS’s list that have at least 20% upside to the analysts’ stock price targets, in alphabetical order:\n\nAdvance Auto Parts Inc.,with a price target of $255, which implies an upside of about 21% to prices in afternoon trading Wednesday. Analyst Michael Lasser said he believes the auto parts company’s (AAP) aftermarket fundamentals are in a strong position, and that a gradual increase in mobility and a return to working in offices should drive further recovery in vehicle miles traveled.\n\n“The auto parts sector traditionally has strong pricing power, with an ability to pass along price increases to customers,” Lasser wrote. “Plus, AAP also have the largest exposure to the commercial segment of the market, which is viewed even more favorably.”\n\nApple Inc.,which has a price target of $175 that implies 24% upside. Analyst David Vogt said the combination of its technological capability, supported by its retention metrics from UBS surveys that indicate high customer satisfaction for Apple products, suggests the PC and smartphone giant’s brand equity should drive adoption in the battery-electric-vehicle (BEV) market.\n\n“End-market demand has been improving year-over-year, leading to elevated ‘wait times’ despite increased product procurement/production,” Vogt wrote. Regarding the BEV market, Vogt said that while Apple isn’t a first mover, “its significant resources should enable the company to be a ‘fast follower,'” similar to when it entered the smartphone market in 2007.\n\nCME Group Inc.,with a price target of $245 implying 23% upside. Analyst Alex Kramm said the derivatives trading platform benefits from global expansion, innovation, adoption of options and pricing. And he believes regulation could provide a tailwind to growth.\n\n“As primarily a U.S. futures business, CME enjoys the highest barriers of entry in the space,” Kramm wrote.\n\nDanaher Corp. has a price target of $365, which implies 22% upside. Analyst John Sourbeer believes the medical products and services company (DHR) is “very well positioned” within the life sciences tool and services sector, as COVID testing should hold up much better than peers and the vaccine and therapeutic opportunity appears durable.\n\n“DHR sales engine is able to proactively identify areas of potential pricing pressure and [successfully] navigate customers to high-value product,” Sourbeer wrote.\n\nEOG Resources Inc. has a $119 stock price target that suggests 38% upside. Analyst Lloyd Byrne the oil and natural gas exploration company is well positioned to mitigate inflationary pressures expected next year given well costs that are expected to be flat to lower in 2022 because of reduced drilling days, the deployment of “super zipper fracs” and contracts negotiated at lower rates.\n\n“Pricing power in commodity companies is difficult to achieve. Those that can hold margins by best controlling costs, though, are better positioned,” Byrne wrote. “EOG is better positioned than most by being proactive with input and service costs, while excelling in operations.”\n\nExtra Space Storage Inc.’s stock price target of $210 implies 24% upside. Analyst Michael Goldsmith said he believes strong underlying demand, in conjunction with decelerating supply growth, support rent growth.\n\n“Strong demand for self storage and elevated occupancy rates, combined with its non-discretionary nature increased pricing power of the operators,” Goldsmith wrote. “Operators are flexing their pricing power to new customers, as well as existing customer rent increases every 9-12 months.”\n\nGenerac Holdings Inc. has a price target of $500, which implies 23% upside. Analyst Jon Windham believes the power generation equipment maker’s competitive edge lies in its customer acquisition platform, which should enable it to take market share from incumbents SolarEdge Technologies Inc. and Enphase Energy Inc..\n\n“Dominant market share (~80%) and strong demand for home standby power have insulated already high residential product margins,” Windham wrote.\n\nNike Inc.’s price target of $185 implies 24% upside. Analyst Jay Sole said a UBS survey and pricing data reveal that the Nike brand currently is No. 1 in mindshare globally and the sports apparel and accessories company has significant room to reduce promotions.\n\n“We believe the market doesn’t fully appreciate how Nike’s investments in product innovation, supply chain and e-commerce are working in concert to drive unit growth and [average selling price] increases,” Sole wrote.\n\nSalesforce.com Inc. has a stock price target of $330 that implies 20% upside potential. Analyst Karl Keirstead said the customer relationship management software company appears to be moving well beyond the previous era of limited operating margin expansion, and committing to boosting annual operating margins.\n\n“Importantly, the drivers behind the improved margin outlook strike us as sustainable, with topline outperformance, a permanent shift towards WFH [work from home] and Zoom-based customer interactions, and renewed expense discipline internally…the three biggest drivers,” Keirstead wrote.\n\nTeleflex Inc.’s price target of $480 implies 28% upside. Analyst Matthew Taylor said the medical technology products company makes a number of inexpensive products that fly under the radar, given them the opportunity to increase prices.\n\nTaylor said he believes margins can go “significantly higher” over the long term, given the company’s leverage to both necessary and elective procedures, which should return quickly in a post-pandemic world.","news_type":1,"symbols_score_info":{"GNRC":0.9,"AEE":0.9,"CRM":0.9,"KO":0.9,"ENPH":0.9,"SEDG":0.9,"DHR":0.9,"CME":0.9,"NKE":0.9,"AAPL":0.9,"FDX":0.9,"EOG":0.9,"NUS":0.9,"CHTR":0.9,"USB":0.9,"AAP":0.9,"EXR":0.9,"SBAC":0.9,"DLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":863,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":884769347,"gmtCreate":1631934434989,"gmtModify":1632805230000,"author":{"id":"3585044510958477","authorId":"3585044510958477","name":"Jer_Soul","avatar":"https://static.tigerbbs.com/1e2cafce52f5cbb77f8b4a073c7be9a3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585044510958477","authorIdStr":"3585044510958477"},"themes":[],"title":"","htmlText":"No good&nbsp;","listText":"No good&nbsp;","text":"No good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/884769347","repostId":"2168716185","repostType":4,"isVote":1,"tweetType":1,"viewCount":497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839218762,"gmtCreate":1629160775956,"gmtModify":1633686958871,"author":{"id":"3585044510958477","authorId":"3585044510958477","name":"Jer_Soul","avatar":"https://static.tigerbbs.com/1e2cafce52f5cbb77f8b4a073c7be9a3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585044510958477","authorIdStr":"3585044510958477"},"themes":[],"title":"","htmlText":"I see….","listText":"I see….","text":"I see….","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/839218762","repostId":"2159222279","repostType":4,"isVote":1,"tweetType":1,"viewCount":644,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":894811878,"gmtCreate":1628816034294,"gmtModify":1633689280439,"author":{"id":"3585044510958477","authorId":"3585044510958477","name":"Jer_Soul","avatar":"https://static.tigerbbs.com/1e2cafce52f5cbb77f8b4a073c7be9a3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585044510958477","authorIdStr":"3585044510958477"},"themes":[],"title":"","htmlText":"Sian Liao&nbsp;","listText":"Sian Liao&nbsp;","text":"Sian Liao","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/894811878","repostId":"1188620903","repostType":4,"isVote":1,"tweetType":1,"viewCount":795,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}