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Jer_Soul

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2021-12-15

[What]

抱歉，原内容已删除

2021-12-14

[Shy]

3M to combine food safety business with Neogen<blockquote>3M将食品安全业务与Neogen合并</blockquote>

2021-12-13

[What]

Rivian,Adobe,FedEx,Lennar,Campbell Soup,and Other Stocks to Watch This Week<blockquote>Rivian、Adobe、联邦快递、Lennar、金宝汤等本周值得关注的股票</blockquote>

2021-12-11

[Cool]

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2021-12-10

[What]

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2021-12-09

[Cool]

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>

2021-12-08

[Anger]

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2021-12-07

[Cool]

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2021-12-05

[Cool]

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2021-12-03

[Shy]

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>

2021-12-02

[Cool]

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2021-12-01

[Cool]

A GE Bear Drops the Hammer Again. Why the Split Won’t Work.<blockquote>阿格熊再次落槌。为什么拆分不起作用。</blockquote>

2021-11-30

[What]

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2021-11-30

Hope dun fall too much

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2021-11-29

[What]

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2021-11-28

[Miser]

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2021-11-27

[Cry]

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2021-11-26

[What]

Zoom Video and Peloton take off as new COVID variant revives stay-at-home trade<blockquote>随着新的COVID变种重振居家贸易，Zoom Video和Peloton起飞</blockquote>

2021-11-25

[Cool]

Amazon Stock Forecast: What To Watch For In 2022<blockquote>亚马逊股票预测：2022年值得关注</blockquote>

2021-11-24

[Miser]

抱歉，原内容已删除

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19:48","market":"us","language":"en","title":"3M to combine food safety business with Neogen<blockquote>3M将食品安全业务与Neogen合并</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1110120887","media":"Reuters","summary":"Industrial giant 3M Co(MMM.N)will separate its food safety business and merge it with Neogen Corp(NE","content":"<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>工业巨头3M公司（MMM.N）将剥离其食品安全业务，并将其与Neogen Corp（NEOG）合并。食品测试和动物保健专家周二表示，这笔交易价值53亿美元，包括新债务。</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\" 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}\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: 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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>工业巨头3M公司（MMM.N）将剥离其食品安全业务，并将其与Neogen Corp（NEOG）合并。食品测试和动物保健专家周二表示，这笔交易价值53亿美元，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":2518,"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":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585044510958477","authorIdStr":"3585044510958477"},"themes":[],"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.laohu8.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、联邦快递、Lennar、金宝汤等本周值得关注的股票</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>本周投资者的主要事件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，但周二将包括金宝汤；Lennar、Accenture、FedEx、Rivian汽车和Adobe周四；周五还有达顿餐厅。</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。经济学家预计整体指数环比上涨0.55%，核心PPI上涨0.4%。这两者都与10月份的生产者通胀速度大致相当。</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>其他发布的数据包括周二全国独立企业联合会的信心指数、周三人口普查局公布的11月零售支出以及周四公布的11月新屋开工率。</blockquote></p><p> <b>Monday 12/13</b></p><p><blockquote><b>星期一12/13</b></blockquote></p><p> J.Jill&nbsp;and&nbsp;PHX Minerals&nbsp;host earnings conference calls.</p><p><blockquote>J.Jill和PHX Minerals在评级举办收益会议。</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>金宝汤、巴恩斯集团和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11月份生产者价格指数。市场普遍预计环比上涨0.55%，不包括食品和能源的核心PPI将上涨0.4%。相比之下，10月份的增幅分别为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5,000名小企业主。预期看涨期权为98.3，而10月份为98.2。</blockquote></p><p> <b>Wednesday 12/15</b></p><p><blockquote><b>星期三12/15</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>结束了为期两天的会议，届时政策制定者将讨论加快缩减月度证券购买的时间表。</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>劳工统计局报告</b>11月进出口价格数据。预计出口价格环比上涨0.5%，而进口价格预计上涨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>房屋建筑商协会发布了12月份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。预计经季节调整后零售额环比增长0.7%，而10月份为增长1.7%。不包括汽车在内，支出预计将增长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、Accenture、FedEx、Jabil、Adobe、Rivian汽车和Nordson等公司在评级举办财报会议。</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。季调后成屋开工年率料为156.3万套，10月为152万套。当房屋开始挖掘时，房屋开工被计算在内。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记录。</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月份增长1.6%后，经济学家预计增长0.6%。产能利用率预计为76.8，与10月份的76.4%大致一致。</blockquote></p><p> <b>Friday 12/17</b></p><p><blockquote><b>星期五12/17</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在评级举办收益会议。</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、联邦快递、Lennar、金宝汤等本周值得关注的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRivian,Adobe,FedEx,Lennar,Campbell Soup,and Other Stocks to Watch This Week<blockquote>Rivian、Adobe、联邦快递、Lennar、金宝汤等本周值得关注的股票</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>本周投资者的主要事件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，但周二将包括金宝汤；Lennar、Accenture、FedEx、Rivian汽车和Adobe周四；周五还有达顿餐厅。</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。经济学家预计整体指数环比上涨0.55%，核心PPI上涨0.4%。这两者都与10月份的生产者通胀速度大致相当。</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>其他发布的数据包括周二全国独立企业联合会的信心指数、周三人口普查局公布的11月零售支出以及周四公布的11月新屋开工率。</blockquote></p><p> <b>Monday 12/13</b></p><p><blockquote><b>星期一12/13</b></blockquote></p><p> J.Jill&nbsp;and&nbsp;PHX Minerals&nbsp;host earnings conference calls.</p><p><blockquote>J.Jill和PHX Minerals在评级举办收益会议。</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>金宝汤、巴恩斯集团和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11月份生产者价格指数。市场普遍预计环比上涨0.55%，不包括食品和能源的核心PPI将上涨0.4%。相比之下，10月份的增幅分别为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5,000名小企业主。预期看涨期权为98.3，而10月份为98.2。</blockquote></p><p> <b>Wednesday 12/15</b></p><p><blockquote><b>星期三12/15</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>结束了为期两天的会议，届时政策制定者将讨论加快缩减月度证券购买的时间表。</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>劳工统计局报告</b>11月进出口价格数据。预计出口价格环比上涨0.5%，而进口价格预计上涨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>房屋建筑商协会发布了12月份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。预计经季节调整后零售额环比增长0.7%，而10月份为增长1.7%。不包括汽车在内，支出预计将增长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、Accenture、FedEx、Jabil、Adobe、Rivian汽车和Nordson等公司在评级举办财报会议。</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。季调后成屋开工年率料为156.3万套，10月为152万套。当房屋开始挖掘时，房屋开工被计算在内。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记录。</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月份增长1.6%后，经济学家预计增长0.6%。产能利用率预计为76.8，与10月份的76.4%大致一致。</blockquote></p><p> <b>Friday 12/17</b></p><p><blockquote><b>星期五12/17</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在评级举办收益会议。</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":{"SCS":"Steelcase Inc.",".DJI":"道琼斯","LEN":"莱纳建筑公司","FDX":"联邦快递",".SPX":"S&P 500 Index","JILL":"J.Jill Inc.","ADBE":"Adobe","HEI":"海科航空",".IXIC":"NASDAQ Composite","RIVN":"Rivian Automotive, Inc.","CPB":"金宝汤","DRI":"达登饭店","PHX":"潘汉德尔油气","ACN":"埃森哲"},"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":{"JILL":0.9,".DJI":0.9,"PHX":0.9,"ADBE":0.9,"ACN":0.9,"AVYA":0.9,"LEN":0.9,"RIVN":0.9,"HEI":0.9,"FDX":0.9,".IXIC":0.9,".SPX":0.9,"CPB":0.9,"SCS":0.9,"DRI":0.9}},"isVote":1,"tweetType":1,"viewCount":4478,"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":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585044510958477","authorIdStr":"3585044510958477"},"themes":[],"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":3939,"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":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585044510958477","authorIdStr":"3585044510958477"},"themes":[],"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":2575,"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":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585044510958477","authorIdStr":"3585044510958477"},"themes":[],"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.laohu8.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开盘前将公布季度收益为每股0.50美元，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开盘前将公布季度收益为每股0.50美元，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":{"AVGO":"博通","GME":"游戏驿站","RH":"RH","COST":"好市多","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,"RH":0.9,"GME":0.9,"HRL":0.9}},"isVote":1,"tweetType":1,"viewCount":3187,"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":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585044510958477","authorIdStr":"3585044510958477"},"themes":[],"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":3625,"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":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585044510958477","authorIdStr":"3585044510958477"},"themes":[],"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":2995,"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":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585044510958477","authorIdStr":"3585044510958477"},"themes":[],"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":2511,"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":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585044510958477","authorIdStr":"3585044510958477"},"themes":[],"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.laohu8.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向投资者提交了好于预期的收益报告和前景后，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公布第三财季非GAAP净利润为3.64亿美元，即每股收益43美分。收入同比增长61%，达到创纪录的12.1亿美元。华尔街的普遍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Matt Murphy在财报中表示，Marvell五项业务的营收均实现增长，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>该公司预测第四财季非GAAP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。华尔街的一致预期预计1月份季度非GAAP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>“对于第四季度，我们预计收入环比增长9%，处于指导中点，其中5G预计环比增长30%，数据中心预计将继续以两位数增长百分比计算，”墨菲补充道。</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向投资者提交了好于预期的收益报告和前景后，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公布第三财季非GAAP净利润为3.64亿美元，即每股收益43美分。收入同比增长61%，达到创纪录的12.1亿美元。华尔街的普遍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Matt Murphy在财报中表示，Marvell五项业务的营收均实现增长，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>该公司预测第四财季非GAAP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。华尔街的一致预期预计1月份季度非GAAP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>“对于第四季度，我们预计收入环比增长9%，处于指导中点，其中5G预计环比增长30%，数据中心预计将继续以两位数增长百分比计算，”墨菲补充道。</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":2369,"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":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585044510958477","authorIdStr":"3585044510958477"},"themes":[],"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":756,"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":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585044510958477","authorIdStr":"3585044510958477"},"themes":[],"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.laohu8.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>阿格熊再次落槌。为什么拆分不起作用。</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·图萨并不认为分拆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为乐观。</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>重大分拆可能存在风险。持有陶氏化学(DOW)、杜邦德内穆尔(DD)和Corteva(CTVA)股票的陶氏杜邦股东已落后于市场。但如果联合技术公司的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>通用电气的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，并已出售资产以偿还约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>但是Tusa并不相信Culp的分手计划。图萨周二在一份报告中写道：“这一次的答案有所不同，主要围绕管理。”“今天的计划远非原创，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>卡尔普接替了约翰·弗兰纳里，后者接替了杰弗里·伊梅尔特。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年中期离职前大约一个月，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>图萨还对卡尔普任期初期以超过200亿美元的价格将GE biopharma出售给丹纳赫(DHR)提出质疑。他认为通用电气剩下的数百亿美元就在桌面上。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报告发表评论。</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>图萨和华尔街的任何人一样看空通用电气。周二的便条是他写的几封平反分手的便条之一。他对该股的评级为中性，这基本上意味着他相信他们会跟上市场的步伐，但他的目标价是每股55美元的市场低点。</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发表评论，目标价远低于该股的交易价格。</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>华尔街的其他人就是不同意图萨的观点。美国银行分析师安德鲁·奥宾(Andrew Obin)周二在通用电气管理公司(GE management)为银行客户举办投资者看涨期权后撰写了一份研究报告。</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>“我们的看涨期权专注于通用电气的大局变化，”奥宾写道。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。“投资者的反馈普遍积极，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，将股票评级为买入。他的目标价是140美元。瑞银(UBS)分析师马库斯·米特迈尔(Markus Mittermaier)是另一位看涨通用电气他将股票评级为买入，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”公司未来将拥有更简单的资本结构。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，65%的GE分析师将股票评级为买入。标准普尔500指数股票的平均买入评级约为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。正如奥宾指出的那样，投资者还没有完全到位。自不到一个月前宣布分拆以来，GE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。这是一个很长的等待时间，也是投资者可能出售股票的原因之一。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>阿格熊再次落槌。为什么拆分不起作用。</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>阿格熊再次落槌。为什么拆分不起作用。</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·图萨并不认为分拆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为乐观。</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>重大分拆可能存在风险。持有陶氏化学(DOW)、杜邦德内穆尔(DD)和Corteva(CTVA)股票的陶氏杜邦股东已落后于市场。但如果联合技术公司的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>通用电气的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，并已出售资产以偿还约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>但是Tusa并不相信Culp的分手计划。图萨周二在一份报告中写道：“这一次的答案有所不同，主要围绕管理。”“今天的计划远非原创，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>卡尔普接替了约翰·弗兰纳里，后者接替了杰弗里·伊梅尔特。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年中期离职前大约一个月，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>图萨还对卡尔普任期初期以超过200亿美元的价格将GE biopharma出售给丹纳赫(DHR)提出质疑。他认为通用电气剩下的数百亿美元就在桌面上。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报告发表评论。</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>图萨和华尔街的任何人一样看空通用电气。周二的便条是他写的几封平反分手的便条之一。他对该股的评级为中性，这基本上意味着他相信他们会跟上市场的步伐，但他的目标价是每股55美元的市场低点。</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发表评论，目标价远低于该股的交易价格。</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>华尔街的其他人就是不同意图萨的观点。美国银行分析师安德鲁·奥宾(Andrew Obin)周二在通用电气管理公司(GE management)为银行客户举办投资者看涨期权后撰写了一份研究报告。</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>“我们的看涨期权专注于通用电气的大局变化，”奥宾写道。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。“投资者的反馈普遍积极，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，将股票评级为买入。他的目标价是140美元。瑞银(UBS)分析师马库斯·米特迈尔(Markus Mittermaier)是另一位看涨通用电气他将股票评级为买入，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”公司未来将拥有更简单的资本结构。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，65%的GE分析师将股票评级为买入。标准普尔500指数股票的平均买入评级约为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。正如奥宾指出的那样，投资者还没有完全到位。自不到一个月前宣布分拆以来，GE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。这是一个很长的等待时间，也是投资者可能出售股票的原因之一。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":1066,"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":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585044510958477","authorIdStr":"3585044510958477"},"themes":[],"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":793,"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":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585044510958477","authorIdStr":"3585044510958477"},"themes":[],"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>随着新的COVID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：ZM）+9.7%；Peloton（纳斯达克：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（纽约证券交易所代码：DASH）+4.2%；Roku（纳斯达克：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>世界卫生组织计划今天召开特别会议，讨论是否宣布新的B.1.1.529毒株为“值得关注的变种”。它携带了异常大量与抗体抵抗力增加相关的突变，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>随着新的COVID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>随着新的COVID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：ZM）+9.7%；Peloton（纳斯达克：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（纽约证券交易所代码：DASH）+4.2%；Roku（纳斯达克：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>世界卫生组织计划今天召开特别会议，讨论是否宣布新的B.1.1.529毒株为“值得关注的变种”。它携带了异常大量与抗体抵抗力增加相关的突变，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":{"ZM":"Zoom","TDOC":"Teladoc Health Inc.","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":{"TDOC":0.9,"ZM":0.9,"PTON":0.9}},"isVote":1,"tweetType":1,"viewCount":566,"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":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585044510958477","authorIdStr":"3585044510958477"},"themes":[],"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.laohu8.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</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财年的惊人增长时面临着巨大的挑战。尽管如此，其增长在两年内仍然是健康的。</li><li>AWS正面临来自Azure在云SaaS领域的成功的巨大压力。因此，亚马逊需要升级其SaaS游戏，以与微软竞争。</li><li>在经历了亚马逊股票相对困难的2021年之后，我们讨论了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走势。尽管自20年8月以来，其他FAANG同行表现良好，但AMZN股票一直难以获得关注。但是，也许市场更清楚。尽管去年疫情的顺风将亚马逊的业务推向了新的高度，但它一直难以在2021年重复其业绩。该公司在第三季度报告了过去三年来最疲软的季度。更糟糕的是，Andy Jassy&amp;Co.发布了相对温和的第四季度指引，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。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，并继续测试最近的历史高点（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财年应该注意什么。我们还讨论了鉴于最近市场疲软，投资者现在是否可以添加亚马逊股票。</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>AMZN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，投资者不应对该股在2021年跑输大盘感到惊讶。尽管如此，该公司最近已接近测试7月份的ATH，因为它已从财报后的抛售中显着恢复过来。当前市场回撤影响了其复苏势头。尽管如此，我们认为影响是暂时的。我们相信AMZN股票将再次突破7月ATH。</blockquote></p><p> <b>Amazon's Growth Should Normalize After An Exceptionally Challenging FY21 Comp</b></p><p><blockquote><b>在经历了异常具有挑战性的2021财年业绩之后，亚马逊的增长应该会正常化</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：标普资本智商</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，对于亚马逊来说，21年第三季度是一个极具挑战性的季度。该公司发布的报告低于普遍预期，但在其指导范围内。我们还在第三季度财报发布前的上一篇文章中强调，我们有信心该公司的表现将优于共识。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%的同比增长率的共识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15.3%。因此，它很容易被列为过去三年中最低的同比变化。如果这还不够，AMZN预计其21年第四季度的收入增长率将在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收入同比增长个位数，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，如果我们看看其1年同比变化，这无疑令人担忧。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1108亿美元<i>与大流行前的增长率相比，两年复合年增长率为25%</i>比率在20%的低范围内。我们感谢客户对我们的信任。（来自AMZN 21年第三季度收益看涨期权）我们认为这很能说明问题。亚马逊在这里毫不留情。到目前为止，该公司2021财年的业绩“令人失望”，因为去年该公司强劲地乘着疫情的顺风车。读者可以从上图中快速了解到，亚马逊2020财年的收入同比增长了37.6%。投资者当然很难期望亚马逊今年的表现超过甚至达到2020财年的惊人业绩。毕竟，该公司在过去12个月内公布的收入价值$458B(LTM)。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>亚马逊东部。收入意味着共识。数据来源：标普资本智商</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>亚马逊东部。收入同比变化。数据来源：标普资本智商</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>对21年第4季度的普遍预期较9月份（第3季度前收益）大幅下调了3.1%。然而，对2022财年的预测仅受到轻微影响。因此，市场普遍预测AMZN 2022财年正常收入同比增长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增长势头持续领先</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，亚马逊在其最关键的盈利驱动力方面继续保持领先地位。因此，AWS的市场份额在21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：公司备案</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，但仍保持强劲增长势头。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，继续实现长期多年增长。尽管如此，它在云SaaS企业应用领域面临着来自Azure优势的激烈竞争。有充分的证据表明，MSFT在云SaaS支出方面具有巨大优势，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中的边缘。它补充道（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程序库之一。<i>应用也给了微软很深的联系</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。微软的销售人员提着更大的袋子，里面装满了更多的东西要卖，这样他们就可以争夺顾客钱包的更大份额。从企业IT的原始时代起，这就是一个重要的销售优势。（摘自资讯文章）<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>投资者可以轻松了解微软在云SaaS领域的主导地位。截至21年上半年，它甚至成功地在与最接近的竞争对手Salesforce(CRM)的竞争中获得了份额。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远非这一领域的主导者。但是，正如所解释的，Azure将其云SaaS功能与其PaaS和IaaS产品结合起来对抗AWS。因此，这使得Azure在获得云市场份额方面具有坚实的竞争优势。</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，SaaS云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公司。Business Insider报道称，AWS与超过10万家公司建立了合作伙伴关系，并依赖这些公司来构建软件应用程序。顶级公司还与专门为AWS提供服务的亚马逊建立了非常成功的合作关系。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，如果这些公司能够始终如一地交付，他们可以依靠AWS为他们提供业务。内部人士补充（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>从借助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竭尽全力。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>他们真的为让你成功付出了很多努力</i>.”（来自Business Insider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，一个快速增长且盈利的强大AWS细分市场对于亚马逊股票的成功极其重要。</blockquote></p><p> Moreover, our FV estimates indicate that AMZN stock is not expensive now.'</p><p><blockquote>此外，我们的FV估计表明亚马逊股票现在并不昂贵。</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为23.9倍。它也略高于22.6倍的3年NTM EBITDA平均值。因此，尽管该股自20年8月以来一直在盘整，但随着公司获得运营杠杆，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以及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</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</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财年的惊人增长时面临着巨大的挑战。尽管如此，其增长在两年内仍然是健康的。</li><li>AWS正面临来自Azure在云SaaS领域的成功的巨大压力。因此，亚马逊需要升级其SaaS游戏，以与微软竞争。</li><li>在经历了亚马逊股票相对困难的2021年之后，我们讨论了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走势。尽管自20年8月以来，其他FAANG同行表现良好，但AMZN股票一直难以获得关注。但是，也许市场更清楚。尽管去年疫情的顺风将亚马逊的业务推向了新的高度，但它一直难以在2021年重复其业绩。该公司在第三季度报告了过去三年来最疲软的季度。更糟糕的是，Andy Jassy&amp;Co.发布了相对温和的第四季度指引，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。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，并继续测试最近的历史高点（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财年应该注意什么。我们还讨论了鉴于最近市场疲软，投资者现在是否可以添加亚马逊股票。</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>AMZN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，投资者不应对该股在2021年跑输大盘感到惊讶。尽管如此，该公司最近已接近测试7月份的ATH，因为它已从财报后的抛售中显着恢复过来。当前市场回撤影响了其复苏势头。尽管如此，我们认为影响是暂时的。我们相信AMZN股票将再次突破7月ATH。</blockquote></p><p> <b>Amazon's Growth Should Normalize After An Exceptionally Challenging FY21 Comp</b></p><p><blockquote><b>在经历了异常具有挑战性的2021财年业绩之后，亚马逊的增长应该会正常化</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：标普资本智商</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，对于亚马逊来说，21年第三季度是一个极具挑战性的季度。该公司发布的报告低于普遍预期，但在其指导范围内。我们还在第三季度财报发布前的上一篇文章中强调，我们有信心该公司的表现将优于共识。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%的同比增长率的共识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15.3%。因此，它很容易被列为过去三年中最低的同比变化。如果这还不够，AMZN预计其21年第四季度的收入增长率将在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收入同比增长个位数，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，如果我们看看其1年同比变化，这无疑令人担忧。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1108亿美元<i>与大流行前的增长率相比，两年复合年增长率为25%</i>比率在20%的低范围内。我们感谢客户对我们的信任。（来自AMZN 21年第三季度收益看涨期权）我们认为这很能说明问题。亚马逊在这里毫不留情。到目前为止，该公司2021财年的业绩“令人失望”，因为去年该公司强劲地乘着疫情的顺风车。读者可以从上图中快速了解到，亚马逊2020财年的收入同比增长了37.6%。投资者当然很难期望亚马逊今年的表现超过甚至达到2020财年的惊人业绩。毕竟，该公司在过去12个月内公布的收入价值$458B(LTM)。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>亚马逊东部。收入意味着共识。数据来源：标普资本智商</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>亚马逊东部。收入同比变化。数据来源：标普资本智商</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>对21年第4季度的普遍预期较9月份（第3季度前收益）大幅下调了3.1%。然而，对2022财年的预测仅受到轻微影响。因此，市场普遍预测AMZN 2022财年正常收入同比增长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增长势头持续领先</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，亚马逊在其最关键的盈利驱动力方面继续保持领先地位。因此，AWS的市场份额在21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：公司备案</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，但仍保持强劲增长势头。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，继续实现长期多年增长。尽管如此，它在云SaaS企业应用领域面临着来自Azure优势的激烈竞争。有充分的证据表明，MSFT在云SaaS支出方面具有巨大优势，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中的边缘。它补充道（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程序库之一。<i>应用也给了微软很深的联系</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。微软的销售人员提着更大的袋子，里面装满了更多的东西要卖，这样他们就可以争夺顾客钱包的更大份额。从企业IT的原始时代起，这就是一个重要的销售优势。（摘自资讯文章）<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>投资者可以轻松了解微软在云SaaS领域的主导地位。截至21年上半年，它甚至成功地在与最接近的竞争对手Salesforce(CRM)的竞争中获得了份额。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远非这一领域的主导者。但是，正如所解释的，Azure将其云SaaS功能与其PaaS和IaaS产品结合起来对抗AWS。因此，这使得Azure在获得云市场份额方面具有坚实的竞争优势。</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，SaaS云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公司。Business Insider报道称，AWS与超过10万家公司建立了合作伙伴关系，并依赖这些公司来构建软件应用程序。顶级公司还与专门为AWS提供服务的亚马逊建立了非常成功的合作关系。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，如果这些公司能够始终如一地交付，他们可以依靠AWS为他们提供业务。内部人士补充（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>从借助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竭尽全力。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>他们真的为让你成功付出了很多努力</i>.”（来自Business Insider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，一个快速增长且盈利的强大AWS细分市场对于亚马逊股票的成功极其重要。</blockquote></p><p> Moreover, our FV estimates indicate that AMZN stock is not expensive now.'</p><p><blockquote>此外，我们的FV估计表明亚马逊股票现在并不昂贵。</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为23.9倍。它也略高于22.6倍的3年NTM EBITDA平均值。因此，尽管该股自20年8月以来一直在盘整，但随着公司获得运营杠杆，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以及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":1261,"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":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585044510958477","authorIdStr":"3585044510958477"},"themes":[],"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":714,"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":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585044510958477","authorIdStr":"3585044510958477"},"themes":[],"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.laohu8.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>百思买、Zoom、拼多多、小鹏汽车、小米、美团-W等本周值得投资者关注的股票</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>就在购物者为黑色星期五做准备之际，第三季度财报季的尾声将在下周带来更多主要零售商的业绩。周二，投资者将获得一些零售业巨头的季度业绩，包括百思买、伯灵顿商店、迪克体育用品、美元树和Gap。</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。美国零售联合会估计，今年11月和12月，美国消费者的支出将达到创纪录的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-W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公布了10月份的现房销售情况。市场普遍估计，经季节调整后，房屋销售量为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>周二，IHS Markit发布了11月份制造业和服务业采购经理人指数。预期制造业PMI为59.5，服务业PMI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公布了11月初货币政策会议纪要。美国人口普查局还发布10月份耐用品报告，而美国经济分析局则报告10月份个人收入和支出。</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、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10月份现房销售情况。市场普遍估计，经季节调整后，房屋销售量为619万套，比9月份减少10万套。去年10月，成屋销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，尤其是在房地产市场的低端。</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>ADI公司、欧特克公司、百思买公司、伯灵顿商店公司、戴尔技术公司、迪克体育用品公司、美元树公司、Gap公司、HPInc公司。，J.MSmucker、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。预期制造业PMI为59.5，服务业PMI为59。这两个数字都略高于10月份的数据。这两个指数都脱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。经济学家预测年化增长率为2.2%，高于东亚银行10月底初步估计的2%。</blockquote></p><p> Deere reports fiscal fourth-quarter 2021 results.</p><p><blockquote>Deere公布2021财年第四季度业绩。</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新订单环比增长0.2%，达到2620亿美元。不包括运输，新订单预计将增长0.5%，与9月份的增幅持平。</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。看涨期权普遍认为，继9月份收入下降1%后，每月收入将增长0.4%。个人支出预计将环比增长1%，快于9月份0.6%的增幅。</blockquote></p><p> <b>U.S. bourses</b> and fixed-income markets are closed in observance of Thanksgiving.</p><p><blockquote><b>美国证券交易所</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。美国零售联合会估计，今年11月和12月，美国消费者的支出将达到创纪录的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>百思买、Zoom、拼多多、小鹏汽车、小米、美团-W等本周值得投资者关注的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBest Buy, Zoom, Pinduoduo, Xpeng,Xiaomi,Meituan and Other Stocks for Investors to Watch This Week<blockquote>百思买、Zoom、拼多多、小鹏汽车、小米、美团-W等本周值得投资者关注的股票</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>就在购物者为黑色星期五做准备之际，第三季度财报季的尾声将在下周带来更多主要零售商的业绩。周二，投资者将获得一些零售业巨头的季度业绩，包括百思买、伯灵顿商店、迪克体育用品、美元树和Gap。</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。美国零售联合会估计，今年11月和12月，美国消费者的支出将达到创纪录的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-W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公布了10月份的现房销售情况。市场普遍估计，经季节调整后，房屋销售量为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>周二，IHS Markit发布了11月份制造业和服务业采购经理人指数。预期制造业PMI为59.5，服务业PMI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公布了11月初货币政策会议纪要。美国人口普查局还发布10月份耐用品报告，而美国经济分析局则报告10月份个人收入和支出。</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、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10月份现房销售情况。市场普遍估计，经季节调整后，房屋销售量为619万套，比9月份减少10万套。去年10月，成屋销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，尤其是在房地产市场的低端。</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>ADI公司、欧特克公司、百思买公司、伯灵顿商店公司、戴尔技术公司、迪克体育用品公司、美元树公司、Gap公司、HPInc公司。，J.MSmucker、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。预期制造业PMI为59.5，服务业PMI为59。这两个数字都略高于10月份的数据。这两个指数都脱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。经济学家预测年化增长率为2.2%，高于东亚银行10月底初步估计的2%。</blockquote></p><p> Deere reports fiscal fourth-quarter 2021 results.</p><p><blockquote>Deere公布2021财年第四季度业绩。</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新订单环比增长0.2%，达到2620亿美元。不包括运输，新订单预计将增长0.5%，与9月份的增幅持平。</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。看涨期权普遍认为，继9月份收入下降1%后，每月收入将增长0.4%。个人支出预计将环比增长1%，快于9月份0.6%的增幅。</blockquote></p><p> <b>U.S. bourses</b> and fixed-income markets are closed in observance of Thanksgiving.</p><p><blockquote><b>美国证券交易所</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。美国零售联合会估计，今年11月和12月，美国消费者的支出将达到创纪录的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":{".SPX":"S&P 500 Index","BBY":"百思买","DE":"迪尔股份有限公司",".IXIC":"NASDAQ Composite","DELL":"戴尔",".DJI":"道琼斯","ZM":"Zoom"},"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":{".DJI":0.9,"DELL":0.9,"ZM":0.9,"BBY":0.9,".IXIC":0.9,".SPX":0.9,"DE":0.9}},"isVote":1,"tweetType":1,"viewCount":617,"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":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585044510958477","authorIdStr":"3585044510958477"},"themes":[],"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":3939,"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":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585044510958477","authorIdStr":"3585044510958477"},"themes":[],"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":398,"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":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585044510958477","authorIdStr":"3585044510958477"},"themes":[],"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":321,"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":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585044510958477","authorIdStr":"3585044510958477"},"themes":[],"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":331,"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":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585044510958477","authorIdStr":"3585044510958477"},"themes":[],"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":756,"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":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585044510958477","authorIdStr":"3585044510958477"},"themes":[],"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.laohu8.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“高度确信”的公司股票，它们具有强大的定价能力，比瑞银目标至少有20%的上涨潜力</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</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，投资者等着看哪些公司最擅长管理飙升的成本压力和航运中断。</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提高价格，从而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前瞻性指引，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公司的每股收益总额预计将同比增长约27%，销售额将同比增长约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>瑞银策略师本周在给客户的一份报告中写道：“随着运输成本飙升、原材料上涨、供应链问题和工资增长加速，定价能力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，由基思·帕克（Keith Parker）领导的策略师要求瑞银（UBS）33个行业的分析师找出相对定价能力最强的公司。分析师还被要求根据瑞银股票策略在定价能力、利润率势头和投入成本敞口方面的综合得分，选出在各自行业中得分排名前三分之一的公司；拥有“买入”评级；并且股票的价格目标至少有10%的上涨潜力。</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“信念坚定、定价能力强的股票”，它们比分析师的股价目标至少有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的价格有约21%的上涨空间。分析师迈克尔·拉瑟(Michael Lasser)表示，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，流动性的逐步增加和重返办公室工作应该会推动车辆行驶里程的进一步恢复。</li></ul>“汽车零部件行业传统上拥有强大的定价权，能够将价格上涨转嫁给客户，”拉塞尔写道。“此外，AAP在市场的商业领域也拥有最大的敞口，这一点受到了更多的青睐。”</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>苹果公司的目标价为175美元，意味着24%的上涨空间。分析师David Vogt表示，瑞银调查显示客户对苹果产品的满意度很高，其技术能力的结合表明，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/产量增加，但终端市场需求逐年改善，导致‘等待时间’增加。”关于纯电动汽车市场，Vogt表示，虽然苹果不是先行者，但“其大量资源应该使该公司成为‘快速追随者’”，类似于2007年进入智能手机市场时。</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>CME Group Inc.，目标价为245美元，意味着上涨23%。分析师Alex Kramm表示，该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：“作为一家主要的美国期货企业，芝商所在该领域享有最高的进入壁垒。”</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John Sourbeer认为，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”，因为新冠病毒检测应该比同行好得多，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的领域，并[成功地]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38%。分析师劳埃德·伯恩(Lloyd Byrne)鉴于由于钻井天数减少、部署“超级拉链压裂”和合同谈判，预计2022年油井成本将持平或下降，这家石油和天然气勘探公司处于有利地位，可以缓解明年预计的通胀压力。较低的利率。</li></ul>“大宗商品公司的定价权很难实现。不过，那些能够通过最佳控制成本来保持利润的公司处于更有利的地位，”伯恩写道。“EOG比大多数公司处于更有利的地位，因为它积极主动地降低投入和服务成本，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.的目标股价为210美元，意味着上涨24%。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：“对自助存储的强劲需求和较高的入住率，加上其非自由支配的性质，增加了运营商的定价能力。”“运营商正在向新客户展示他们的定价权，现有客户的租金每9-12个月上涨一次。”</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，这意味着上涨23%。分析师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企业SolarEdge Technologies Inc.和Enphase Energy Inc.手中夺取市场份额。</li></ul>温德姆写道：“主导市场份额（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受到影响。”</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关注度排名第一，这家运动服装和配饰公司有很大的空间减少促销活动。</li></ul>Sole写道：“我们认为市场并没有完全理解耐克在产品创新、供应链和电子商务方面的投资如何协同推动销量增长和[平均售价]上涨。”</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正在远远超越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>“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，营收表现出色，永久转向WFH（在家工作）和基于Zoom的客户互动，以及内部更新的费用纪律……这是三个最大的驱动因素，”凯尔斯泰德写道。</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.的目标价为480美元，意味着上涨28%。分析师马修·泰勒表示，这家医疗技术产品公司生产了许多不为人所知的廉价产品，这给了他们提高价格的机会。</li></ul>泰勒表示，鉴于该公司在必要程序和选择性程序方面的影响力，他相信从长远来看，利润率可能会“显着提高”，而在大流行后的世界中，这些程序应该会迅速恢复。</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“高度确信”的公司股票，它们具有强大的定价能力，比瑞银目标至少有20%的上涨潜力</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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“高度确信”的公司股票，它们具有强大的定价能力，比瑞银目标至少有20%的上涨潜力</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</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，投资者等着看哪些公司最擅长管理飙升的成本压力和航运中断。</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提高价格，从而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前瞻性指引，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公司的每股收益总额预计将同比增长约27%，销售额将同比增长约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>瑞银策略师本周在给客户的一份报告中写道：“随着运输成本飙升、原材料上涨、供应链问题和工资增长加速，定价能力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，由基思·帕克（Keith Parker）领导的策略师要求瑞银（UBS）33个行业的分析师找出相对定价能力最强的公司。分析师还被要求根据瑞银股票策略在定价能力、利润率势头和投入成本敞口方面的综合得分，选出在各自行业中得分排名前三分之一的公司；拥有“买入”评级；并且股票的价格目标至少有10%的上涨潜力。</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“信念坚定、定价能力强的股票”，它们比分析师的股价目标至少有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的价格有约21%的上涨空间。分析师迈克尔·拉瑟(Michael Lasser)表示，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，流动性的逐步增加和重返办公室工作应该会推动车辆行驶里程的进一步恢复。</li></ul>“汽车零部件行业传统上拥有强大的定价权，能够将价格上涨转嫁给客户，”拉塞尔写道。“此外，AAP在市场的商业领域也拥有最大的敞口，这一点受到了更多的青睐。”</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>苹果公司的目标价为175美元，意味着24%的上涨空间。分析师David Vogt表示，瑞银调查显示客户对苹果产品的满意度很高，其技术能力的结合表明，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/产量增加，但终端市场需求逐年改善，导致‘等待时间’增加。”关于纯电动汽车市场，Vogt表示，虽然苹果不是先行者，但“其大量资源应该使该公司成为‘快速追随者’”，类似于2007年进入智能手机市场时。</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>CME Group Inc.，目标价为245美元，意味着上涨23%。分析师Alex Kramm表示，该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：“作为一家主要的美国期货企业，芝商所在该领域享有最高的进入壁垒。”</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John Sourbeer认为，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”，因为新冠病毒检测应该比同行好得多，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的领域，并[成功地]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38%。分析师劳埃德·伯恩(Lloyd Byrne)鉴于由于钻井天数减少、部署“超级拉链压裂”和合同谈判，预计2022年油井成本将持平或下降，这家石油和天然气勘探公司处于有利地位，可以缓解明年预计的通胀压力。较低的利率。</li></ul>“大宗商品公司的定价权很难实现。不过，那些能够通过最佳控制成本来保持利润的公司处于更有利的地位，”伯恩写道。“EOG比大多数公司处于更有利的地位，因为它积极主动地降低投入和服务成本，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.的目标股价为210美元，意味着上涨24%。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：“对自助存储的强劲需求和较高的入住率，加上其非自由支配的性质，增加了运营商的定价能力。”“运营商正在向新客户展示他们的定价权，现有客户的租金每9-12个月上涨一次。”</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，这意味着上涨23%。分析师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企业SolarEdge Technologies Inc.和Enphase Energy Inc.手中夺取市场份额。</li></ul>温德姆写道：“主导市场份额（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受到影响。”</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关注度排名第一，这家运动服装和配饰公司有很大的空间减少促销活动。</li></ul>Sole写道：“我们认为市场并没有完全理解耐克在产品创新、供应链和电子商务方面的投资如何协同推动销量增长和[平均售价]上涨。”</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正在远远超越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>“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，营收表现出色，永久转向WFH（在家工作）和基于Zoom的客户互动，以及内部更新的费用纪律……这是三个最大的驱动因素，”凯尔斯泰德写道。</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.的目标价为480美元，意味着上涨28%。分析师马修·泰勒表示，这家医疗技术产品公司生产了许多不为人所知的廉价产品，这给了他们提高价格的机会。</li></ul>泰勒表示，鉴于该公司在必要程序和选择性程序方面的影响力，他相信从长远来看，利润率可能会“显着提高”，而在大流行后的世界中，这些程序应该会迅速恢复。</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":{"CRM":"赛富时","SBAC":"SBA通信","SEDG":"SolarEdge Technologies, Inc.","USB":"美国合众银行","EXR":"Extra Space Storage Inc","NUS":"如新集团","DHR":"丹纳赫","KO":"可口可乐","CHTR":"特许通讯","FDX":"联邦快递","ENPH":"Enphase Energy","AAP":"Advance Auto Parts Inc","EOG":"依欧格资源","DLTR":"美元树公司","GNRC":"Generac控股","NKE":"耐克","CME":"芝加哥商品交易所","AEE":"阿曼瑞恩","AAPL":"苹果"},"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":{"DHR":0.9,"CRM":0.9,"AAPL":0.9,"EOG":0.9,"DLTR":0.9,"NUS":0.9,"NKE":0.9,"EXR":0.9,"CME":0.9,"AEE":0.9,"CHTR":0.9,"GNRC":0.9,"ENPH":0.9,"AAP":0.9,"SBAC":0.9,"KO":0.9,"USB":0.9,"SEDG":0.9,"FDX":0.9}},"isVote":1,"tweetType":1,"viewCount":741,"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":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585044510958477","authorIdStr":"3585044510958477"},"themes":[],"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":297,"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":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585044510958477","authorIdStr":"3585044510958477"},"themes":[],"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":514,"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":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585044510958477","authorIdStr":"3585044510958477"},"themes":[],"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":667,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}