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RobinChanKH

RobinChanKH

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2021-08-18

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2 New ETF Opportunities To Consider, As The Investment Market Grows<blockquote>随着投资市场的增长，需要考虑2个新的ETF机会</blockquote>

2021-09-16

Monitor and buy it at the right time!

3 COVID Stocks That Might Double Soon<blockquote>3只可能很快翻倍的新冠股票</blockquote>

2021-11-08

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Japan's Toshiba says considering split into three separate units<blockquote>日本东芝表示考虑拆分为三个独立部门</blockquote>

2021-10-30

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2021-07-20

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Markets Stabilize After Worst Fall for Stocks in Months<blockquote>股市数月来最严重下跌后市场企稳</blockquote>

2022-01-30

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Goldman Sachs Predicts Fed Will Raise Rates Five Times This Year<blockquote>高盛预测美联储今年将加息五次</blockquote>

2021-11-14

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Pfizer Shows Its R&D Is Strong. It’s a Good Sign for the Stock.<blockquote>辉瑞显示其研发实力雄厚。这对该股来说是一个好兆头。</blockquote>

2021-10-03

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US IPO Weekly Recap: The IPO market can see clearly now in a 4 IPO, 2 direct listing week<blockquote>美国IPO每周回顾：IPO市场现在可以清楚地看到4次IPO、2次直接上市周</blockquote>

2021-07-26

Power! Up up. Like Pls.

Tesla Reports Earnings Today. Here's What Matters Most.<blockquote>特斯拉今天公布财报。这是最重要的。</blockquote>

2021-10-18

Going to the moon

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2021-10-15

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What Happens When the Fed Tapers?<blockquote>美联储缩减规模会发生什么？</blockquote>

2021-10-05

Wow

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2021-10-03

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2021-09-29

Up.

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2021-09-12

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US IPO Week Ahead: The Fall IPO market kicks off with a 10 IPO week<blockquote>美国IPO周：秋季IPO市场以10周IPO拉开帷幕</blockquote>

2021-06-03

Cool. Shall see these 3 unique stocks do magic.

Ignore Dogecoin -- These 3 Unique Stocks Are Infinitely Better Buys<blockquote>忽略狗狗币——这3只独特的股票非常值得购买</blockquote>

2021-12-25

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2021-11-29

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November jobs report: What to know this week<blockquote>11月就业报告：本周需要了解什么</blockquote>

2021-11-21

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Why Ford Is Terminating Its Joint EV Development Plan With Rivian?<blockquote>为什么福特终止与Rivian的联合电动汽车开发计划？</blockquote>

2021-11-20

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16:04","market":"us","language":"en","title":"Goldman Sachs Predicts Fed Will Raise Rates Five Times This Year<blockquote>高盛预测美联储今年将加息五次</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1157223555","media":"Bloomberg","summary":"Goldman Sachs Group Inc.’s economists joined Wall Street peers in forecasting the Federal Reserve wi","content":"<p><html><head></head><body>Goldman Sachs Group Inc.’s economists joined Wall Street peers in forecasting the Federal Reserve will raise interest rates more aggressively than they previously expected.</p><p><blockquote><html><head></head><body>高盛集团（Goldman Sachs Group Inc.）的经济学家与华尔街同行一起预测，美联储将比他们之前预期的更激进地加息。</body></html></blockquote></p><p>Economists led by Jan Hatzius now predict the Fed will lift its near zero benchmark by 25 basis points five times this year rather than on four occasions. That would take the benchmark to 1.25%-1.5% by the end of the year.</p><p><blockquote>以Jan Hatzius为首的经济学家现在预测，美联储今年将五次将其近零基准上调25个基点，而不是四次。到今年年底，该基准利率将升至1.25%-1.5%。</blockquote></p><p>Shifts are now seen by Goldman Sachs in March, May, July, September and December. They also expect officials to announce the start of a balance sheet reduction in June.</p><p><blockquote>高盛现在在3月、5月、7月、9月和12月看到了转变。他们还预计官员们将在6月份宣布开始缩减资产负债表。</blockquote></p><p>The switch came days after Fed Chair Jerome Powell said officials were ready to raise rates in March and left the door open to moving at every meeting if needed to curb the fastest inflation in 40 years. A government report on Friday showed the Employment Cost Index rose 4% in the year through December, the most in two decades.</p><p><blockquote>几天前，美联储主席杰罗姆·鲍威尔表示，官员们已准备好在3月份加息，并在每次会议上为遏制40年来最快的通胀敞开了大门。周五的一份政府报告显示，截至12月的一年中，就业成本指数上涨了4%，为二十年来的最高水平。</blockquote></p><p>Fed Kicks Off Most Aggressive Global Tightening in Decades</p><p><blockquote>美联储启动数十年来最激进的全球紧缩政策</blockquote></p><p>“The evidence that wage growth is running above levels consistent with the Fed’s inflation target has strengthened, and we have revised up our inflation path,” the Goldman Sachs economists said in a report to clients. “In addition, Chair Powell’s comments earlier this week made it clear that the Fed leadership is open to a more aggressive pace of tightening.”</p><p><blockquote>高盛经济学家在给客户的一份报告中表示：“工资增长高于美联储通胀目标水平的证据已经加强，我们已经上调了通胀路径。”“此外，鲍威尔主席本周早些时候的言论明确表示，美联储领导层对更激进的紧缩步伐持开放态度。”</blockquote></p><p>The Fed could still switch gears if market conditions change or the economy decelerates much faster than projected, or tighten monetary policy even more than forecast if inflation remains high enough, they said.</p><p><blockquote>他们表示，如果市场状况发生变化或经济减速比预期快得多，美联储仍可能改变策略，或者如果通胀仍然足够高，美联储收紧货币政策的幅度甚至超过预期。</blockquote></p><p>Even as they agreed the Fed will do more than they previously bet, banks were divided this week over how aggressive policy makers would be.</p><p><blockquote>尽管他们一致认为美联储将采取比之前押注更多的行动，但银行本周在政策制定者的激进程度上存在分歧。</blockquote></p><p>Bank of America Corp. now predicts seven rate hikes in 2022 and BNP Paribas SA forecasts six, while JPMorgan Chase &amp; Co. and Deutsche Bank AG see five.</p><p><blockquote>美国银行目前预测2022年加息七次，法国巴黎银行预测加息六次，摩根大通和德意志银行预计加息五次。</blockquote></p><p>Nomura Holdings Inc. even reckons the central bank will deliver a 50 basis points increase in March, which would be the biggest move since 2000.</p><p><blockquote>野村控股公司甚至预计央行将在3月份加息50个基点，这将是自2000年以来的最大举措。</blockquote></p><p>Bloomberg Economics is sticking with the projection of five hikes it made earlier this month, though Chief Economist Anna Wong said this week there is a risk of six increases.</p><p><blockquote>彭博经济研究所坚持本月早些时候做出的五次加息的预测，尽管首席经济学家Anna Wong本周表示有六次加息的风险。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Goldman Sachs Predicts Fed Will Raise Rates Five Times This Year<blockquote>高盛预测美联储今年将加息五次</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoldman Sachs Predicts Fed Will Raise Rates Five Times This Year<blockquote>高盛预测美联储今年将加息五次</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Bloomberg</strong><span class=\"h-time small\">2022-01-29 16:04</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Goldman Sachs Group Inc.’s economists joined Wall Street peers in forecasting the Federal Reserve will raise interest rates more aggressively than they previously expected.</p><p><blockquote><html><head></head><body>高盛集团（Goldman Sachs Group Inc.）的经济学家与华尔街同行一起预测，美联储将比他们之前预期的更激进地加息。</body></html></blockquote></p><p>Economists led by Jan Hatzius now predict the Fed will lift its near zero benchmark by 25 basis points five times this year rather than on four occasions. That would take the benchmark to 1.25%-1.5% by the end of the year.</p><p><blockquote>以Jan Hatzius为首的经济学家现在预测，美联储今年将五次将其近零基准上调25个基点，而不是四次。到今年年底，该基准利率将升至1.25%-1.5%。</blockquote></p><p>Shifts are now seen by Goldman Sachs in March, May, July, September and December. They also expect officials to announce the start of a balance sheet reduction in June.</p><p><blockquote>高盛现在在3月、5月、7月、9月和12月看到了转变。他们还预计官员们将在6月份宣布开始缩减资产负债表。</blockquote></p><p>The switch came days after Fed Chair Jerome Powell said officials were ready to raise rates in March and left the door open to moving at every meeting if needed to curb the fastest inflation in 40 years. A government report on Friday showed the Employment Cost Index rose 4% in the year through December, the most in two decades.</p><p><blockquote>几天前，美联储主席杰罗姆·鲍威尔表示，官员们已准备好在3月份加息，并在每次会议上为遏制40年来最快的通胀敞开了大门。周五的一份政府报告显示，截至12月的一年中，就业成本指数上涨了4%，为二十年来的最高水平。</blockquote></p><p>Fed Kicks Off Most Aggressive Global Tightening in Decades</p><p><blockquote>美联储启动数十年来最激进的全球紧缩政策</blockquote></p><p>“The evidence that wage growth is running above levels consistent with the Fed’s inflation target has strengthened, and we have revised up our inflation path,” the Goldman Sachs economists said in a report to clients. “In addition, Chair Powell’s comments earlier this week made it clear that the Fed leadership is open to a more aggressive pace of tightening.”</p><p><blockquote>高盛经济学家在给客户的一份报告中表示：“工资增长高于美联储通胀目标水平的证据已经加强，我们已经上调了通胀路径。”“此外，鲍威尔主席本周早些时候的言论明确表示，美联储领导层对更激进的紧缩步伐持开放态度。”</blockquote></p><p>The Fed could still switch gears if market conditions change or the economy decelerates much faster than projected, or tighten monetary policy even more than forecast if inflation remains high enough, they said.</p><p><blockquote>他们表示，如果市场状况发生变化或经济减速比预期快得多，美联储仍可能改变策略，或者如果通胀仍然足够高，美联储收紧货币政策的幅度甚至超过预期。</blockquote></p><p>Even as they agreed the Fed will do more than they previously bet, banks were divided this week over how aggressive policy makers would be.</p><p><blockquote>尽管他们一致认为美联储将采取比之前押注更多的行动，但银行本周在政策制定者的激进程度上存在分歧。</blockquote></p><p>Bank of America Corp. now predicts seven rate hikes in 2022 and BNP Paribas SA forecasts six, while JPMorgan Chase &amp; Co. and Deutsche Bank AG see five.</p><p><blockquote>美国银行目前预测2022年加息七次，法国巴黎银行预测加息六次，摩根大通和德意志银行预计加息五次。</blockquote></p><p>Nomura Holdings Inc. even reckons the central bank will deliver a 50 basis points increase in March, which would be the biggest move since 2000.</p><p><blockquote>野村控股公司甚至预计央行将在3月份加息50个基点，这将是自2000年以来的最大举措。</blockquote></p><p>Bloomberg Economics is sticking with the projection of five hikes it made earlier this month, though Chief Economist Anna Wong said this week there is a risk of six increases.</p><p><blockquote>彭博经济研究所坚持本月早些时候做出的五次加息的预测，尽管首席经济学家Anna Wong本周表示有六次加息的风险。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/goldman-sachs-predicts-fed-raise-071350897.html\">Bloomberg</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":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://finance.yahoo.com/news/goldman-sachs-predicts-fed-raise-071350897.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157223555","content_text":"Goldman Sachs Group Inc.’s economists joined Wall Street peers in forecasting the Federal Reserve will raise interest rates more aggressively than they previously expected.Economists led by Jan Hatzius now predict the Fed will lift its near zero benchmark by 25 basis points five times this year rather than on four occasions. That would take the benchmark to 1.25%-1.5% by the end of the year.Shifts are now seen by Goldman Sachs in March, May, July, September and December. They also expect officials to announce the start of a balance sheet reduction in June.The switch came days after Fed Chair Jerome Powell said officials were ready to raise rates in March and left the door open to moving at every meeting if needed to curb the fastest inflation in 40 years. A government report on Friday showed the Employment Cost Index rose 4% in the year through December, the most in two decades.Fed Kicks Off Most Aggressive Global Tightening in Decades“The evidence that wage growth is running above levels consistent with the Fed’s inflation target has strengthened, and we have revised up our inflation path,” the Goldman Sachs economists said in a report to clients. “In addition, Chair Powell’s comments earlier this week made it clear that the Fed leadership is open to a more aggressive pace of tightening.”The Fed could still switch gears if market conditions change or the economy decelerates much faster than projected, or tighten monetary policy even more than forecast if inflation remains high enough, they said.Even as they agreed the Fed will do more than they previously bet, banks were divided this week over how aggressive policy makers would be.Bank of America Corp. now predicts seven rate hikes in 2022 and BNP Paribas SA forecasts six, while JPMorgan Chase & Co. and Deutsche Bank AG see five.Nomura Holdings Inc. even reckons the central bank will deliver a 50 basis points increase in March, which would be the biggest move since 2000.Bloomberg Economics is sticking with the projection of five hikes it made earlier this month, though Chief Economist Anna Wong said this week there is a risk of six increases.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":3351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639722411,"gmtCreate":1643472016192,"gmtModify":1643472016694,"author":{"id":"3585125163446793","authorId":"3585125163446793","name":"RobinChanKH","avatar":"https://static.tigerbbs.com/bf0ba843eca17a8812677bc4f2a46162","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585125163446793","idStr":"3585125163446793"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639722411","repostId":"1157223555","repostType":4,"repost":{"id":"1157223555","kind":"news","pubTimestamp":1643443466,"share":"https://www.laohu8.com/m/news/1157223555?lang=zh_CN&edition=full","pubTime":"2022-01-29 16:04","market":"us","language":"en","title":"Goldman Sachs Predicts Fed Will Raise Rates Five Times This Year<blockquote>高盛预测美联储今年将加息五次</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1157223555","media":"Bloomberg","summary":"Goldman Sachs Group Inc.’s economists joined Wall Street peers in forecasting the Federal Reserve wi","content":"<p><html><head></head><body>Goldman Sachs Group Inc.’s economists joined Wall Street peers in forecasting the Federal Reserve will raise interest rates more aggressively than they previously expected.</p><p><blockquote><html><head></head><body>高盛集团（Goldman Sachs Group Inc.）的经济学家与华尔街同行一起预测，美联储将比他们之前预期的更激进地加息。</body></html></blockquote></p><p>Economists led by Jan Hatzius now predict the Fed will lift its near zero benchmark by 25 basis points five times this year rather than on four occasions. That would take the benchmark to 1.25%-1.5% by the end of the year.</p><p><blockquote>以Jan Hatzius为首的经济学家现在预测，美联储今年将五次将其近零基准上调25个基点，而不是四次。到今年年底，该基准利率将升至1.25%-1.5%。</blockquote></p><p>Shifts are now seen by Goldman Sachs in March, May, July, September and December. They also expect officials to announce the start of a balance sheet reduction in June.</p><p><blockquote>高盛现在在3月、5月、7月、9月和12月看到了转变。他们还预计官员们将在6月份宣布开始缩减资产负债表。</blockquote></p><p>The switch came days after Fed Chair Jerome Powell said officials were ready to raise rates in March and left the door open to moving at every meeting if needed to curb the fastest inflation in 40 years. A government report on Friday showed the Employment Cost Index rose 4% in the year through December, the most in two decades.</p><p><blockquote>几天前，美联储主席杰罗姆·鲍威尔表示，官员们已准备好在3月份加息，并在每次会议上为遏制40年来最快的通胀敞开了大门。周五的一份政府报告显示，截至12月的一年中，就业成本指数上涨了4%，为二十年来的最高水平。</blockquote></p><p>Fed Kicks Off Most Aggressive Global Tightening in Decades</p><p><blockquote>美联储启动数十年来最激进的全球紧缩政策</blockquote></p><p>“The evidence that wage growth is running above levels consistent with the Fed’s inflation target has strengthened, and we have revised up our inflation path,” the Goldman Sachs economists said in a report to clients. “In addition, Chair Powell’s comments earlier this week made it clear that the Fed leadership is open to a more aggressive pace of tightening.”</p><p><blockquote>高盛经济学家在给客户的一份报告中表示：“工资增长高于美联储通胀目标水平的证据已经加强，我们已经上调了通胀路径。”“此外，鲍威尔主席本周早些时候的言论明确表示，美联储领导层对更激进的紧缩步伐持开放态度。”</blockquote></p><p>The Fed could still switch gears if market conditions change or the economy decelerates much faster than projected, or tighten monetary policy even more than forecast if inflation remains high enough, they said.</p><p><blockquote>他们表示，如果市场状况发生变化或经济减速比预期快得多，美联储仍可能改变策略，或者如果通胀仍然足够高，美联储收紧货币政策的幅度甚至超过预期。</blockquote></p><p>Even as they agreed the Fed will do more than they previously bet, banks were divided this week over how aggressive policy makers would be.</p><p><blockquote>尽管他们一致认为美联储将采取比之前押注更多的行动，但银行本周在政策制定者的激进程度上存在分歧。</blockquote></p><p>Bank of America Corp. now predicts seven rate hikes in 2022 and BNP Paribas SA forecasts six, while JPMorgan Chase &amp; Co. and Deutsche Bank AG see five.</p><p><blockquote>美国银行目前预测2022年加息七次，法国巴黎银行预测加息六次，摩根大通和德意志银行预计加息五次。</blockquote></p><p>Nomura Holdings Inc. even reckons the central bank will deliver a 50 basis points increase in March, which would be the biggest move since 2000.</p><p><blockquote>野村控股公司甚至预计央行将在3月份加息50个基点，这将是自2000年以来的最大举措。</blockquote></p><p>Bloomberg Economics is sticking with the projection of five hikes it made earlier this month, though Chief Economist Anna Wong said this week there is a risk of six increases.</p><p><blockquote>彭博经济研究所坚持本月早些时候做出的五次加息的预测，尽管首席经济学家Anna Wong本周表示有六次加息的风险。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Goldman Sachs Predicts Fed Will Raise Rates Five Times This Year<blockquote>高盛预测美联储今年将加息五次</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoldman Sachs Predicts Fed Will Raise Rates Five Times This Year<blockquote>高盛预测美联储今年将加息五次</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Bloomberg</strong><span class=\"h-time small\">2022-01-29 16:04</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Goldman Sachs Group Inc.’s economists joined Wall Street peers in forecasting the Federal Reserve will raise interest rates more aggressively than they previously expected.</p><p><blockquote><html><head></head><body>高盛集团（Goldman Sachs Group Inc.）的经济学家与华尔街同行一起预测，美联储将比他们之前预期的更激进地加息。</body></html></blockquote></p><p>Economists led by Jan Hatzius now predict the Fed will lift its near zero benchmark by 25 basis points five times this year rather than on four occasions. That would take the benchmark to 1.25%-1.5% by the end of the year.</p><p><blockquote>以Jan Hatzius为首的经济学家现在预测，美联储今年将五次将其近零基准上调25个基点，而不是四次。到今年年底，该基准利率将升至1.25%-1.5%。</blockquote></p><p>Shifts are now seen by Goldman Sachs in March, May, July, September and December. They also expect officials to announce the start of a balance sheet reduction in June.</p><p><blockquote>高盛现在在3月、5月、7月、9月和12月看到了转变。他们还预计官员们将在6月份宣布开始缩减资产负债表。</blockquote></p><p>The switch came days after Fed Chair Jerome Powell said officials were ready to raise rates in March and left the door open to moving at every meeting if needed to curb the fastest inflation in 40 years. A government report on Friday showed the Employment Cost Index rose 4% in the year through December, the most in two decades.</p><p><blockquote>几天前，美联储主席杰罗姆·鲍威尔表示，官员们已准备好在3月份加息，并在每次会议上为遏制40年来最快的通胀敞开了大门。周五的一份政府报告显示，截至12月的一年中，就业成本指数上涨了4%，为二十年来的最高水平。</blockquote></p><p>Fed Kicks Off Most Aggressive Global Tightening in Decades</p><p><blockquote>美联储启动数十年来最激进的全球紧缩政策</blockquote></p><p>“The evidence that wage growth is running above levels consistent with the Fed’s inflation target has strengthened, and we have revised up our inflation path,” the Goldman Sachs economists said in a report to clients. “In addition, Chair Powell’s comments earlier this week made it clear that the Fed leadership is open to a more aggressive pace of tightening.”</p><p><blockquote>高盛经济学家在给客户的一份报告中表示：“工资增长高于美联储通胀目标水平的证据已经加强，我们已经上调了通胀路径。”“此外，鲍威尔主席本周早些时候的言论明确表示，美联储领导层对更激进的紧缩步伐持开放态度。”</blockquote></p><p>The Fed could still switch gears if market conditions change or the economy decelerates much faster than projected, or tighten monetary policy even more than forecast if inflation remains high enough, they said.</p><p><blockquote>他们表示，如果市场状况发生变化或经济减速比预期快得多，美联储仍可能改变策略，或者如果通胀仍然足够高，美联储收紧货币政策的幅度甚至超过预期。</blockquote></p><p>Even as they agreed the Fed will do more than they previously bet, banks were divided this week over how aggressive policy makers would be.</p><p><blockquote>尽管他们一致认为美联储将采取比之前押注更多的行动，但银行本周在政策制定者的激进程度上存在分歧。</blockquote></p><p>Bank of America Corp. now predicts seven rate hikes in 2022 and BNP Paribas SA forecasts six, while JPMorgan Chase &amp; Co. and Deutsche Bank AG see five.</p><p><blockquote>美国银行目前预测2022年加息七次，法国巴黎银行预测加息六次，摩根大通和德意志银行预计加息五次。</blockquote></p><p>Nomura Holdings Inc. even reckons the central bank will deliver a 50 basis points increase in March, which would be the biggest move since 2000.</p><p><blockquote>野村控股公司甚至预计央行将在3月份加息50个基点，这将是自2000年以来的最大举措。</blockquote></p><p>Bloomberg Economics is sticking with the projection of five hikes it made earlier this month, though Chief Economist Anna Wong said this week there is a risk of six increases.</p><p><blockquote>彭博经济研究所坚持本月早些时候做出的五次加息的预测，尽管首席经济学家Anna Wong本周表示有六次加息的风险。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/goldman-sachs-predicts-fed-raise-071350897.html\">Bloomberg</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":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://finance.yahoo.com/news/goldman-sachs-predicts-fed-raise-071350897.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157223555","content_text":"Goldman Sachs Group Inc.’s economists joined Wall Street peers in forecasting the Federal Reserve will raise interest rates more aggressively than they previously expected.Economists led by Jan Hatzius now predict the Fed will lift its near zero benchmark by 25 basis points five times this year rather than on four occasions. That would take the benchmark to 1.25%-1.5% by the end of the year.Shifts are now seen by Goldman Sachs in March, May, July, September and December. They also expect officials to announce the start of a balance sheet reduction in June.The switch came days after Fed Chair Jerome Powell said officials were ready to raise rates in March and left the door open to moving at every meeting if needed to curb the fastest inflation in 40 years. A government report on Friday showed the Employment Cost Index rose 4% in the year through December, the most in two decades.Fed Kicks Off Most Aggressive Global Tightening in Decades“The evidence that wage growth is running above levels consistent with the Fed’s inflation target has strengthened, and we have revised up our inflation path,” the Goldman Sachs economists said in a report to clients. “In addition, Chair Powell’s comments earlier this week made it clear that the Fed leadership is open to a more aggressive pace of tightening.”The Fed could still switch gears if market conditions change or the economy decelerates much faster than projected, or tighten monetary policy even more than forecast if inflation remains high enough, they said.Even as they agreed the Fed will do more than they previously bet, banks were divided this week over how aggressive policy makers would be.Bank of America Corp. now predicts seven rate hikes in 2022 and BNP Paribas SA forecasts six, while JPMorgan Chase & Co. and Deutsche Bank AG see five.Nomura Holdings Inc. even reckons the central bank will deliver a 50 basis points increase in March, which would be the biggest move since 2000.Bloomberg Economics is sticking with the projection of five hikes it made earlier this month, though Chief Economist Anna Wong said this week there is a risk of six increases.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":2508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639462860,"gmtCreate":1643385627968,"gmtModify":1643385628440,"author":{"id":"3585125163446793","authorId":"3585125163446793","name":"RobinChanKH","avatar":"https://static.tigerbbs.com/bf0ba843eca17a8812677bc4f2a46162","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585125163446793","idStr":"3585125163446793"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639462860","repostId":"1184372008","repostType":4,"repost":{"id":"1184372008","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":1643382266,"share":"https://www.laohu8.com/m/news/1184372008?lang=zh_CN&edition=full","pubTime":"2022-01-28 23:04","market":"us","language":"en","title":"Meme Stocks Tumbled in Morning Trading, AMC Shares Fell More Than 6%<blockquote>Meme股早盘暴跌AMC股价跌超6%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1184372008","media":"Tiger Newspress","summary":"Meme stocks tumbled in morning trading, AMC shares fell more than 6%.","content":"<p><html><head></head><body>Meme stocks tumbled in morning trading, AMC shares fell more than 6%.<img src=\"https://static.tigerbbs.com/796d23dc3a22cb91c07e98e440fdc51d\" tg-width=\"374\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><blockquote><html><head></head><body>Meme股早盘暴跌，AMC股价跌超6%。</body></html></blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meme Stocks Tumbled in Morning Trading, AMC Shares Fell More Than 6%<blockquote>Meme股早盘暴跌AMC股价跌超6%</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\">\nMeme Stocks Tumbled in Morning Trading, AMC Shares Fell More Than 6%<blockquote>Meme股早盘暴跌AMC股价跌超6%</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\">2022-01-28 23:04</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Meme stocks tumbled in morning trading, AMC shares fell more than 6%.<img src=\"https://static.tigerbbs.com/796d23dc3a22cb91c07e98e440fdc51d\" tg-width=\"374\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><blockquote><html><head></head><body>Meme股早盘暴跌，AMC股价跌超6%。</body></html></blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站","AMC":"AMC院线"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184372008","content_text":"Meme stocks tumbled in morning trading, AMC shares fell more than 6%.","news_type":1,"symbols_score_info":{"GME":0.9,"AMC":0.9}},"isVote":1,"tweetType":1,"viewCount":2476,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639462342,"gmtCreate":1643385604969,"gmtModify":1643385604969,"author":{"id":"3585125163446793","authorId":"3585125163446793","name":"RobinChanKH","avatar":"https://static.tigerbbs.com/bf0ba843eca17a8812677bc4f2a46162","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585125163446793","idStr":"3585125163446793"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639462342","repostId":"1175743992","repostType":4,"repost":{"id":"1175743992","kind":"news","pubTimestamp":1643382994,"share":"https://www.laohu8.com/m/news/1175743992?lang=zh_CN&edition=full","pubTime":"2022-01-28 23:16","market":"us","language":"en","title":"7 Big Tech Stocks Likely to Outperform the Nasdaq in 2022<blockquote>7只大型科技股可能在2022年跑赢纳斯达克</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1175743992","media":"InvestorPlace","summary":"Tech stocks, including most big tech names, have been performing very badly in the first few weeks o","content":"<p><div> Tech stocks, including most big tech names, have been performing very badly in the first few weeks of this year. The Nasdaq 100, which is made up primarily of large tech companies, has tumbled 13% in ...</p><p><blockquote><div>科技股，包括大多数大型科技股，在今年头几周表现非常糟糕。主要由大型科技公司组成的纳斯达克100指数今年下跌了13%...</div></blockquote></p><p>  <a href=\"https://investorplace.com/2022/01/7-big-tech-stocks-likely-to-outperform-the-nasdaq-in-2022/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2022/01/7-big-tech-stocks-likely-to-outperform-the-nasdaq-in-2022/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Big Tech Stocks Likely to Outperform the Nasdaq in 2022<blockquote>7只大型科技股可能在2022年跑赢纳斯达克</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 Big Tech Stocks Likely to Outperform the Nasdaq in 2022<blockquote>7只大型科技股可能在2022年跑赢纳斯达克</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2022-01-28 23:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Tech stocks, including most big tech names, have been performing very badly in the first few weeks of this year. The Nasdaq 100, which is made up primarily of large tech companies, has tumbled 13% in ...</p><p><blockquote><div>科技股，包括大多数大型科技股，在今年头几周表现非常糟糕。主要由大型科技公司组成的纳斯达克100指数今年下跌了13%...</div></blockquote></p><p>  <a href=\"https://investorplace.com/2022/01/7-big-tech-stocks-likely-to-outperform-the-nasdaq-in-2022/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2022/01/7-big-tech-stocks-likely-to-outperform-the-nasdaq-in-2022/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://investorplace.com/2022/01/7-big-tech-stocks-likely-to-outperform-the-nasdaq-in-2022/\">InvestorPlace</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CIEN":"Ciena科技","MSFT":"微软","PYPL":"PayPal","GOOG":"谷歌","PANW":"Palo Alto Networks","TSM":"台积电","IBM":"IBM"},"source_url":"https://investorplace.com/2022/01/7-big-tech-stocks-likely-to-outperform-the-nasdaq-in-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175743992","content_text":"Tech stocks, including most big tech names, have been performing very badly in the first few weeks of this year. The Nasdaq 100, which is made up primarily of large tech companies, has tumbled 13% in 2022 so far.But investors who follow a few principles when it comes to buying large tech stocks can easily outperform the Nasdaq and the Nasdaq 100, while making significant profits this year.First of all, with the Street very bearish on unprofitable and high-valuation firms in this elevated inflation, rising interest rate environment, medium-term investors should only buy the shares of large tech companies that are firmly in the black. Secondly, with very few exceptions, they should avoid the shares of companies seen as pandemic plays.Also importantly, tech stocks that are in the sectors viewed relatively optimistically by Wall Street should be emphasized. Among these are IT security, the cloud, semiconductors and fiber optics.With this in mind, here are seven big tech stock likely to outperform the Nasdaq this year:IBM(NYSE:IBM)Microsoft(NASDAQ:MSFT)Palo Alto Networks(NASDAQ:PANW)Alphabet(NASDAQ:GOOG, NASDAQ:GOOGL)Taiwan Semiconductor(NYSE:TSM)PayPal(NASDAQ:PYPL)Ciena(NYSE:CIEN)Tech Stocks to Beat the Nasdaq: IBM (IBM)This “old tech” stock has all of the characteristics that I outlined in this column’s introduction. It’s definitely profitable, as analysts on average expect its 2022 earnings per shareto come in at nearly $10. And, trading at about 13 times that $10 estimate, it’s certainly cheap. Finally, IBM is heavily involved in the cloud.More specifically,as I pointed out in a December 2021 column, IBM CEO Arvind Krishna has adopted a hybrid cloud strategy, which involves marketing the conglomerate’s “software tools that connect multiple public clouds to companies’ on-premise data centers and edge environments.” With many businesses very concerned about cloud outages, that should be a winning strategy this year.Additionally, IBM’s spinoff of its less profitable businesses, completed in November, should greatly boost the valuation of IBM stock.Finally, Krishna is widely viewed as doing a good job so far, and the company does not face significant regulatory headwinds.Microsoft (MSFT)The second-largest cloud infrastructure provider, Microsoft is very well-positioned to benefit from the technology’s growth his year. Specifically, well-respected research firm Gartner predicts that cloud spending will grow to $482 billion this year, versus $313 billion in 2020.Indeed, with the work-from-home trend staying stronger than many had expected, the cloud is going to stay critical for the foreseeable future.Microsoft has a reasonable valuation (after its recent pullback, MSFT stock is changing hands for less than 32 times analysts’ average 2022 earnings per share (EPS) estimate). Meanwhile, like IBM, it definitely is quite profitable, and it’s unlikely to face any difficult regulatory challenges in 2022.Also like IBM, the company is poised to continue getting a lift from the work-from-home trend. Not only will Microsoft’s cloud unit be boosted by that trend, but its Windows business should continue to be lifted as more work-from-home employees upgrade their home computer hardware and software.Tech Stocks to Beat the Nasdaq: Palo Alto Networks (PANW)One of the world’s premiere cybersecurity companies, Palo Alto is often on “the short lists” of major IT security deals. And given the multiple huge cyberattacks that major companies and governments have absorbed in recent years, cybersecurity is becoming more crucial than ever. Also likely to increase cybersecurity companies’ top and bottom lines is the ever-accelerating Internet of Things trend, including the rise of connected cars.Importantly, with the federal government continuing to rapidly increase its spending on cybersecurity initiatives, the company has a substantial federal IT security business. What’s more, as artificial intelligence is becoming much more important in the sector, Palo Alto is quickly increasing its utilization of the technology.Analysts expect the IT security giant to generate EPS of $7.23 this year, up from $6.14 in 2021. PANW stock is changing hands for 67 times the mean 2022 EPS estimate. That sounds high, but it’s actually fairly low for the hot cybersecurity sector.Alphabet (GOOG, GOOGL)With its highly profitable search ad business that’s seemingly impervious to recession, the pandemic, the recovery from the pandemic, Apple’s (NASDAQ:AAPL) new privacy rules and inflation, Alphabet has become a FAANG favorite on the Street.In Q3 2021, the company’s profit rose by a huge 66% year-over-year to an incredible $19 billion, while its ad revenue climbed 43% YoY.Alphabet has been cutting its costs, and 2022 could be the year when its Waymo self-driving unit starts really putting its tremendous commercial potential on display. The unit intends to launch multiple pilots in Texas with its partner, logistics firmJB Hunt(NASDAQ:JBHT), this year.JMP Securities analyst Andrew Boone told The New York Times that “it just appears that the company is immune to the impact” of government regulations. The company’s financial help for the Democratic Party will probably help it avoid any tough penalties from Washington.Tech Stocks to Beat the Nasdaq: Taiwan Semiconductors (TSM)Benefitting from the incredibly strong demand for chips, the company recently reported higher-than-expectedQ4 EPS, which represented an all-time high for Taiwan Semiconductor. In Q1, the chip giant expects its operating profit margin to come in at 42%-44%.With the chip shortage still going strong and Taiwan Semiconductorinvesting heavily in expanding its capacity, the company should continue to benefit from incredibly strong demand for its products for a long time. That’s especially true since it makes top-notch chips for which there is exceptionally strong demand.TSM stock is down 1.4% year to date and down 14.5% since Jan. 14, creating a very good entry point.According to Marketwatch, the shares are trading at an undemanding price-earnings ratio of 29.PayPal (PYPL)PayPal is not in one of the sectors currently favored by Wall Street, and some see its sector, fintech, as a pandemic play.Nonetheless, the company is the top name in the fintech space, which is still expected to grow at a very healthy compound annual growth rate of 24%from 2022 to 2027. As I pointed out in a previous column, PayPal has a tremendous first-mover advantage in the sector, with 400 million customers and “5 billion transactions plus a quarter.”PayPal’s 2021 EPSis expected by analysts, on average, to be a robust $3.48, and its 2022 EPS is expected to climb to $3.97.Considering all of these positive points, its forward price/earnings ratio of 33, based on analysts’ average 2022 revenue estimate, is a steal.Tech Stocks to Beat the Nasdaq: Ciena (CIEN)Benefiting from the rollout of 5G, CIEN stock is still up 21% over the past three months despite the tech pullback.In a Jan. 11 note to investors, Bank of America wrote that“networking is back.” In the same note, the firm raised its price target on CIEN stock to $91 from $83.In Ciena’s fiscal Q4 that ended in October, its revenue jumped 26% YoY to $1.04billion, and its EPS came in at 85 cents. And in very good news for the company’s shareholders, its board authorized $1 billion of stock repurchases. Impressively, its backlog reached $2.2 billion as of the end of October, up from $1 billion during the same period a year earlier.Ciena’s CEO, Gary Smith, toldBarron’sthat it was benefiting from prolific orders by both telecom carriers and companies in the cloud sector.","news_type":1,"symbols_score_info":{"GOOG":0.9,"MSFT":0.9,"IBM":0.9,"PYPL":0.9,"CIEN":0.9,"PANW":0.9,"TSM":0.9}},"isVote":1,"tweetType":1,"viewCount":3001,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639466556,"gmtCreate":1643385531354,"gmtModify":1643385531822,"author":{"id":"3585125163446793","authorId":"3585125163446793","name":"RobinChanKH","avatar":"https://static.tigerbbs.com/bf0ba843eca17a8812677bc4f2a46162","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585125163446793","idStr":"3585125163446793"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639466556","repostId":"630976407","repostType":1,"repost":{"id":630976407,"gmtCreate":1642683848696,"gmtModify":1642731960724,"author":{"id":"3545283030659470","authorId":"3545283030659470","name":"亿航智能","avatar":"https://static.tigerbbs.com/ef016490dead4163e0a7206e661ce008","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545283030659470","idStr":"3545283030659470"},"themes":[],"title":"亿航智能获得日本50架EH216预售订单","htmlText":"中国广州，2022年1月20日——全球领先的智能自动驾驶飞行器科技企业<a target=\"_blank\" href=\"https://laohu8.com/S/EH\">$亿航智能(EH)$</a>&nbsp;控股有限公司（Nasdaq: EH）（下文简称“亿航智能”或“公司”）今天宣布日本领先的空中交通数字平台公司AirX株式会社（下文简称“AirX”）订购了50架EH216系列自动驾驶飞行器。这是亿航智能迄今在日本获得的最大一笔预售订单。图：亿航智能与AirX预售协议签约仪式此次签约订单体现出亿航智能领先的自动驾驶飞行器在业界的认可度不断提高。AirX订购的EH216自动驾驶飞行器，计划应用于日本的城市空中交通项目，并有望为2025年大阪·关西世界博览会提供空中的士服务。作为日本领先的直升机服务平台提供商，AirX开发运营的航班预订平台已经覆盖了100多条直升机观光航线，以及私人直升机包机服务。每年，AirX平台在日本各地提供的直升机观光航班预订量达2,000多架次，私人直升机包机航班超过200架次。自成立以来，AirX已累计服务超过15,000名包机客户。 AirX创始人兼CEO手冢究表示：“低空出行以及低空旅游市场前景广阔。EH216具有自动驾驶、集群调度的优势，能够为客户提供高性价比的空中游览服务，这也是AirX在全球eVTOL（电动垂直起降）飞行器行业中选择亿航智能作为合作伙伴的原因。我们期待未来通过EH216，为消费者提供更加安全、便捷的出行选择。” 亿航智能创始人、董事长兼首席执行官胡华智表示：“与AirX的合作是亿航智能进一步探索和发展日本城市空中交通市场的重要里程碑。我们非常高兴地看到，越来越多的航空运输合作伙伴正在致力于将亿航智能安全、自动、环保的城市空中交通解决方案惠及普通大众。” 关于亿航智能亿航智能（Nasdaq: EH）是一家全球领先的智能自","listText":"中国广州，2022年1月20日——全球领先的智能自动驾驶飞行器科技企业<a target=\"_blank\" href=\"https://laohu8.com/S/EH\">$亿航智能(EH)$</a>&nbsp;控股有限公司（Nasdaq: EH）（下文简称“亿航智能”或“公司”）今天宣布日本领先的空中交通数字平台公司AirX株式会社（下文简称“AirX”）订购了50架EH216系列自动驾驶飞行器。这是亿航智能迄今在日本获得的最大一笔预售订单。图：亿航智能与AirX预售协议签约仪式此次签约订单体现出亿航智能领先的自动驾驶飞行器在业界的认可度不断提高。AirX订购的EH216自动驾驶飞行器，计划应用于日本的城市空中交通项目，并有望为2025年大阪·关西世界博览会提供空中的士服务。作为日本领先的直升机服务平台提供商，AirX开发运营的航班预订平台已经覆盖了100多条直升机观光航线，以及私人直升机包机服务。每年，AirX平台在日本各地提供的直升机观光航班预订量达2,000多架次，私人直升机包机航班超过200架次。自成立以来，AirX已累计服务超过15,000名包机客户。 AirX创始人兼CEO手冢究表示：“低空出行以及低空旅游市场前景广阔。EH216具有自动驾驶、集群调度的优势，能够为客户提供高性价比的空中游览服务，这也是AirX在全球eVTOL（电动垂直起降）飞行器行业中选择亿航智能作为合作伙伴的原因。我们期待未来通过EH216，为消费者提供更加安全、便捷的出行选择。” 亿航智能创始人、董事长兼首席执行官胡华智表示：“与AirX的合作是亿航智能进一步探索和发展日本城市空中交通市场的重要里程碑。我们非常高兴地看到，越来越多的航空运输合作伙伴正在致力于将亿航智能安全、自动、环保的城市空中交通解决方案惠及普通大众。” 关于亿航智能亿航智能（Nasdaq: EH）是一家全球领先的智能自","text":"中国广州，2022年1月20日——全球领先的智能自动驾驶飞行器科技企业$亿航智能(EH)$ 控股有限公司（Nasdaq: EH）（下文简称“亿航智能”或“公司”）今天宣布日本领先的空中交通数字平台公司AirX株式会社（下文简称“AirX”）订购了50架EH216系列自动驾驶飞行器。这是亿航智能迄今在日本获得的最大一笔预售订单。图：亿航智能与AirX预售协议签约仪式此次签约订单体现出亿航智能领先的自动驾驶飞行器在业界的认可度不断提高。AirX订购的EH216自动驾驶飞行器，计划应用于日本的城市空中交通项目，并有望为2025年大阪·关西世界博览会提供空中的士服务。作为日本领先的直升机服务平台提供商，AirX开发运营的航班预订平台已经覆盖了100多条直升机观光航线，以及私人直升机包机服务。每年，AirX平台在日本各地提供的直升机观光航班预订量达2,000多架次，私人直升机包机航班超过200架次。自成立以来，AirX已累计服务超过15,000名包机客户。 AirX创始人兼CEO手冢究表示：“低空出行以及低空旅游市场前景广阔。EH216具有自动驾驶、集群调度的优势，能够为客户提供高性价比的空中游览服务，这也是AirX在全球eVTOL（电动垂直起降）飞行器行业中选择亿航智能作为合作伙伴的原因。我们期待未来通过EH216，为消费者提供更加安全、便捷的出行选择。” 亿航智能创始人、董事长兼首席执行官胡华智表示：“与AirX的合作是亿航智能进一步探索和发展日本城市空中交通市场的重要里程碑。我们非常高兴地看到，越来越多的航空运输合作伙伴正在致力于将亿航智能安全、自动、环保的城市空中交通解决方案惠及普通大众。” 关于亿航智能亿航智能（Nasdaq: EH）是一家全球领先的智能自","images":[{"img":"https://static.tigerbbs.com/c5086aa281e4b1206a4e7fb683f41213","width":"632","height":"375"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630976407","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2943,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639466618,"gmtCreate":1643385494741,"gmtModify":1643385495219,"author":{"id":"3585125163446793","authorId":"3585125163446793","name":"RobinChanKH","avatar":"https://static.tigerbbs.com/bf0ba843eca17a8812677bc4f2a46162","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585125163446793","idStr":"3585125163446793"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639466618","repostId":"697422155","repostType":1,"repost":{"id":697422155,"gmtCreate":1642567058619,"gmtModify":1642589799449,"author":{"id":"3527667591235607","authorId":"3527667591235607","name":"OptionPlus","avatar":"https://static.tigerbbs.com/e8009c23927adcf8b5e1e1d101178392","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667591235607","idStr":"3527667591235607"},"themes":[],"title":"年度捡钱机会来了！最适合ATVI的期权操作！","htmlText":"“上帝给暴雪关上了一个door，就会给他开一扇Windows”。 <a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 在毫无征兆的情况下，宣布将以每股95美元的价格全现金<a target=\"_blank\" href=\"https://laohu8.com/S/ATVI\">$动视暴雪(ATVI)$</a> ，交易总价值687亿美元，较ATVI的前天收盘溢价45%。全球游戏玩家和股民炸开了锅。 这不仅是迄今为止全球游戏行业内规模最大的收购案，也是微软自1975年成立以来所进行的最大一笔收购。交易完成后，微软将获得动视暴雪和子公司King旗下所有工作室的运营管理权，暴雪旗下的游戏我就不细数了，80年代的回忆杀。全现金、明年完成！微软和暴雪的<a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata={&quot;liveId&quot;:&quot;16425609441647&quot;}\" target=\"_blank\">电话会</a>中显示双方都认为这个收购是完美的！说明交易成功性非常高，这对近期深陷丑闻漩涡暴雪来说无疑是迎来了一次涅槃重生的机会。而这笔交易的完成，也意味着微软将超过任天堂成为全球收入第三高的游戏公司，仅次于腾讯和索尼。微软CEO纳德拉表示，这笔交易将对微软下一步开发元宇宙发挥关键作用，这些游戏IP将是元宇宙的入口。 关于收购的分析今天已经很多，推荐大家看今天电话会的文字稿，非常具有前瞻指导。 <a href=\"https://laohu8.com/TW/697415374\" target=\"_blank\">微软687亿美元并购动视暴雪会议纪要完整版</a>","listText":"“上帝给暴雪关上了一个door，就会给他开一扇Windows”。 <a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 在毫无征兆的情况下，宣布将以每股95美元的价格全现金<a target=\"_blank\" href=\"https://laohu8.com/S/ATVI\">$动视暴雪(ATVI)$</a> ，交易总价值687亿美元，较ATVI的前天收盘溢价45%。全球游戏玩家和股民炸开了锅。 这不仅是迄今为止全球游戏行业内规模最大的收购案，也是微软自1975年成立以来所进行的最大一笔收购。交易完成后，微软将获得动视暴雪和子公司King旗下所有工作室的运营管理权，暴雪旗下的游戏我就不细数了，80年代的回忆杀。全现金、明年完成！微软和暴雪的<a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata={&quot;liveId&quot;:&quot;16425609441647&quot;}\" target=\"_blank\">电话会</a>中显示双方都认为这个收购是完美的！说明交易成功性非常高，这对近期深陷丑闻漩涡暴雪来说无疑是迎来了一次涅槃重生的机会。而这笔交易的完成，也意味着微软将超过任天堂成为全球收入第三高的游戏公司，仅次于腾讯和索尼。微软CEO纳德拉表示，这笔交易将对微软下一步开发元宇宙发挥关键作用，这些游戏IP将是元宇宙的入口。 关于收购的分析今天已经很多，推荐大家看今天电话会的文字稿，非常具有前瞻指导。 <a href=\"https://laohu8.com/TW/697415374\" target=\"_blank\">微软687亿美元并购动视暴雪会议纪要完整版</a>","text":"“上帝给暴雪关上了一个door，就会给他开一扇Windows”。 $微软(MSFT)$ 在毫无征兆的情况下，宣布将以每股95美元的价格全现金$动视暴雪(ATVI)$ ，交易总价值687亿美元，较ATVI的前天收盘溢价45%。全球游戏玩家和股民炸开了锅。 这不仅是迄今为止全球游戏行业内规模最大的收购案，也是微软自1975年成立以来所进行的最大一笔收购。交易完成后，微软将获得动视暴雪和子公司King旗下所有工作室的运营管理权，暴雪旗下的游戏我就不细数了，80年代的回忆杀。全现金、明年完成！微软和暴雪的电话会中显示双方都认为这个收购是完美的！说明交易成功性非常高，这对近期深陷丑闻漩涡暴雪来说无疑是迎来了一次涅槃重生的机会。而这笔交易的完成，也意味着微软将超过任天堂成为全球收入第三高的游戏公司，仅次于腾讯和索尼。微软CEO纳德拉表示，这笔交易将对微软下一步开发元宇宙发挥关键作用，这些游戏IP将是元宇宙的入口。 关于收购的分析今天已经很多，推荐大家看今天电话会的文字稿，非常具有前瞻指导。 微软687亿美元并购动视暴雪会议纪要完整版","images":[{"img":"https://static.tigerbbs.com/cd4d2f45c217529a7e6c7582585fd3ee","width":"890","height":"894"},{"img":"https://static.tigerbbs.com/96914bbe34bd1729e28e4b2efe18e428","width":"902","height":"922"},{"img":"https://static.tigerbbs.com/4bdd90625e539365f110b177070842bf","width":"1272","height":"372"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697422155","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2025,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639357236,"gmtCreate":1643179524726,"gmtModify":1643179525156,"author":{"id":"3585125163446793","authorId":"3585125163446793","name":"RobinChanKH","avatar":"https://static.tigerbbs.com/bf0ba843eca17a8812677bc4f2a46162","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585125163446793","idStr":"3585125163446793"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639357236","repostId":"1177764614","repostType":4,"repost":{"id":"1177764614","kind":"news","pubTimestamp":1643177185,"share":"https://www.laohu8.com/m/news/1177764614?lang=zh_CN&edition=full","pubTime":"2022-01-26 14:06","market":"us","language":"en","title":"How Palantir Stock Could Generate A 20%+ Total Return CAGR Through 2030<blockquote>Palantir股票到2030年如何产生20%以上的总回报率复合年增长率</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1177764614","media":"Seeking Alpha","summary":"SummaryPalantir stock was an attractive buy at $20 and now it trades at $13.Meanwhile, Palantir's in","content":"<p><html><head></head><body><b>Summary</b></p><p><blockquote><html><head></head><body><b>总结</b></body></html></blockquote></p><p><ul><li>Palantir stock was an attractive buy at $20 and now it trades at $13.</li><li>Meanwhile, Palantir&#39;s investment thesis has not changed much and its services are needed more than ever.</li><li>We provide an updated investment thesis and valuation model for PLTR stock.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac7c4f3ba3be235774ad0b6a874c2107\" tg-width=\"1536\" tg-height=\"1152\" width=\"100%\" height=\"auto\"/><span>Hiroshi Watanabe/DigitalVision via Getty Images</span></p><p><blockquote><ul><li>Palantir股票的买入价格为20美元，颇具吸引力，目前交易价格为13美元。</li><li>与此同时，Palantir的投资理念没有太大变化，而且比以往任何时候都更需要其服务。</li><li>我们为PLTR股票提供更新的投资论点和估值模型。</li></ul><p class=\"t-img-caption\"><span>渡边浩/DigitalVision来自Getty Images</span></p></blockquote></p><p>Based on our valuation model, Palantir Technologies(NYSE:PLTR) stock was an attractive buy at $20 and now it trades at $13. Meanwhile, its investment thesis has not changed much and its services are needed more than ever. In this article, we provide an updated investment thesis and valuation model.</p><p><blockquote>根据我们的估值模型，Palantir Technologies(NYSE：PLTR)股票的买入价格为20美元，具有吸引力，目前交易价格为13美元。与此同时，它的投资理念没有太大变化，而且比以往任何时候都更需要它的服务。在本文中，我们提供了一个更新的投资论点和估值模型。</blockquote></p><p><b>What Has Changed In Palantir?</b></p><p><blockquote><b>Palantir发生了什么变化？</b></blockquote></p><p>Obviously whenever a stock crashes as precipitously as PLTR has since reaching all-time highs just shy of a year ago, the natural question is: what happened?</p><p><blockquote>显然，每当一只股票像PLTR自不到一年前达到历史高点以来那样急剧暴跌时，自然的问题就是：发生了什么？</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7a3bcae93dbc1139dc28a256581f7184\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p>Well, the answer is quite simple:</p><p><blockquote>嗯，答案很简单：</blockquote></p><p>1. Overall high-growth disruptive technology was in a major bubble a year ago as 2020 turned to 2021 since the sector had been bolstered substantially by COVID-19 and this had fed into a &#34;fear of missing out&#34; frenzy in the sector. Since then, this bubble has collapsed as the euphoria has worn off and soaring inflation has pressured the Federal Reserve into signaling meaningful interest rate hikes in the near future. This has pushed investors back towards companies that are generating profits today rather than being content to wait until well into the future to receive profits. The steep decline of ARK Investment&#39;s flagship ETF (NYSEARCA:ARKK) over the past year proves this point:</p><p><blockquote>1.一年前，随着2020年进入2021年，整体高增长颠覆性技术处于重大泡沫之中，因为该行业受到了COVID-19的大力支持，这加剧了该行业“害怕错过”的狂热。自那以后，随着兴奋感消退，通胀飙升迫使美联储在不久的将来发出有意义的加息信号，这一泡沫已经崩溃。这促使投资者重新转向今天正在产生利润的公司，而不是满足于等到很久以后才能获得利润。ARK Investment旗舰ETF（NYSEARCA：ARKK）过去一年的大幅下跌证明了这一点：</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fd461732d547d0c4c1af390b1a5dff99\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p>2. While the inflation and deflation of the ARKK bubble and the associated macroeconomic and geopolitical factors explain a lot of PLTR&#39;s share price performance over the past year, another major factor weighing on the stock is management&#39;s doubling down on its liberal stock-based compensation policy. The company&#39;s aggressive issuance of equity to its employees consistently erases what would otherwise be solid profits and turns the company&#39;s bottom line deep into the red quarter after quarter.</p><p><blockquote>2.虽然ARKK泡沫的通货膨胀和通货紧缩以及相关的宏观经济和地缘政治因素在很大程度上解释了PLTR过去一年的股价表现，但另一个拖累该股的主要因素是管理层加倍努力其自由的股票薪酬政策。该公司积极向员工发行股权，不断抹去原本稳健的利润，并使公司的利润一个季度又一个季度陷入亏损。</blockquote></p><p>That said, management&#39;s argument in favor of stock-based compensation also makes sense:</p><p><blockquote>也就是说，管理层支持股票薪酬的论点也是有道理的：</blockquote></p><p><ul><li>it helps to attract and retain the best and brightest minds in the industry</li><li>it gives employees substantial skin in the game alongside investors</li><li>it preserves cash for the company to invest aggressively into research, product development, and sales and marketing efforts.</li></ul>With such a massive and rapidly growing total addressable market, growth investing truly does seem to be the most prudent use of capital at this point, even if it means diluting shareholders in the short term. Nevertheless, itcannot be denied that this practice weighs heavily on the shares as many investors have begun to lose patience with the company&#39;s apparent disregard of shareholders. Rising inflation and the prospect of higher interest rates has only heightened that sentiment even more.</p><p><blockquote><ul><li>它有助于吸引和留住业内最优秀、最聪明的人才</li><li>它让员工与投资者一起参与游戏</li><li>它为公司保留了现金，以便积极投资于研究、产品开发以及销售和营销工作。</li></ul>面对如此庞大且快速增长的总潜在市场，成长型投资似乎确实是目前最谨慎的资本使用方式，即使这意味着在短期内稀释股东权益。然而，不可否认的是，这种做法对股价造成了沉重压力，因为许多投资者已经开始对公司明显无视股东的行为失去耐心。通胀上升和利率上升的前景只会进一步加剧这种情绪。</blockquote></p><p><b>What Has Not Changed In Palantir?</b></p><p><blockquote><b>Palantir有什么没有改变？</b></blockquote></p><p>PLTR continues to grow and innovate rapidly. While we will have to wait for Q4 results to verify this, but there is no indication that its U.S. commercial and government businesses have stopped growing rapidly. The company still has a $120 billion plus total addressable market that should grow rapidly for the next decade and beyond and its biggest current roadblock to sustaining or even increasing its robust current growth rate is winning more international business.</p><p><blockquote>PLTR继续快速发展和创新。虽然我们必须等待第四季度的业绩来验证这一点，但没有迹象表明其美国商业和政府业务已经停止快速增长。该公司仍拥有超过1200亿美元的总潜在市场，该市场应该会在未来十年及以后快速增长，而其目前维持甚至提高当前强劲增长率的最大障碍是赢得更多国际业务。</blockquote></p><p>Management seems keenly focused on accelerating its international penetration as the past two earnings calls have featured management comments referencing &#34;accelerating growth&#34; in the international business that has yet to show up, the company is investing aggressively in international sales team hiring, and the company has recently produced a string of videos featuring international clients, CEO Alex Karp speaking in French with clients, and addressing the nation of Japan to wish them a happy 2022 and announce plans to visit the nation this year.</p><p><blockquote>管理层似乎非常专注于加速其国际渗透，因为过去两份财报评级都发表了管理层评论，提到尚未显现的国际业务“加速增长”，该公司正在积极投资国际销售团队招聘，并且该公司最近制作了一系列以国际客户为特色的视频，首席执行官Alex Karp用法语与客户交谈，并向日本发表讲话，祝他们2022年快乐，并宣布今年访问日本的计划。</blockquote></p><p></p><p>The thesis really remains the same: PLTR has a massive growth runway that should allow for robust top-line growth for many years to come, it has some of the top talent in the industry, its Foundry business is taking off nicely in the U.S., and it possesses a coveted position on the inside track with U.S. government agencies and seems to be its top horse for running the A.I. race against China.</p><p><blockquote>论点实际上保持不变：PLTR拥有巨大的增长跑道，应该可以在未来许多年实现强劲的营收增长，它拥有业内一些顶尖人才，其代工业务在美国发展良好，它在美国政府机构的内部轨道上拥有令人垂涎的地位，似乎是其在人工智能领域的佼佼者。与中国的竞赛。</blockquote></p><p>However, investors still need to see that PLTR&#39;s international commercial and government businesses can gain meaningful traction and that the company can scale to a level where the dilutive impact of stock-based compensation becomes significantly diminished. Once these two big questions are resolved, PLTR&#39;s investment thesis will be significantly de-risked and the stock price should then see much greater stability, if not upside.</p><p><blockquote>然而，投资者仍然需要看到PLTR的国际商业和政府业务能够获得有意义的吸引力，并且该公司能够扩大到股票薪酬的稀释影响显着减弱的水平。一旦这两个大问题得到解决，PLTR的投资论点将显着降低风险，股价即使没有上涨空间，也应该会更加稳定。</blockquote></p><p><b>What Is PLTR Stock Worth?</b></p><p><blockquote><b>PLTR股票值多少钱？</b></blockquote></p><p>Given that PLTR&#39;s total addressable market should grow by around 20% per year (in-line with the projected 20.4% global big data CAGR through 2030), we think that PLTR&#39;s TAM will be over $600 billion by the end of 2030. We think that PLTR is competitively positioned within its space and should therefore be able to at a minimum retain its current market share, providing a nice floor growth rate of a 20% revenue CAGR over that time span.</p><p><blockquote>鉴于PLTR的总潜在市场应以每年20%左右的速度增长（与预计到2030年全球大数据复合年增长率20.4%一致），我们认为到2030年底PLTR的TAM将超过6000亿美元。我们认为PLTR在其领域内具有竞争力，因此至少应该能够保持其当前的市场份额，在此期间提供20%的收入复合年增长率。</blockquote></p><p>Management has guided for over $4 billion in revenue in 2025, while analysts expect the company will smash that projection with over $5 billion in revenue in 2025. That implies a ~35% revenue CAGR over that time span which we think is quite reasonable given that the company grew revenue by 47.2% in 2022 and is expected to have grown it by about 40% in 2021.</p><p><blockquote>管理层预计2025年收入将超过40亿美元，而分析师预计该公司2025年收入将超过50亿美元，打破这一预测。这意味着在此期间收入复合年增长率约为35%，我们认为这是相当合理的，因为该公司2022年收入增长了47.2%，预计2021年将增长约40%。</blockquote></p><p>If we assume a 25% revenue growth CAGR from 2026-2030, revenue will be at $15.4 billion in 2030. That would be a meager 2.5% of total addressable market share. For reference, Amazon(NASDAQ:AMZN)currently owns ~15% of its market share and Uber(NYSE:UBER)currently owns ~4% of its market share. We think this is a very reasonable - if not conservative - set of assumptions.</p><p><blockquote>如果我们假设2026-2030年收入复合年增长率为25%，2030年收入将达到154亿美元。这仅占潜在市场份额的2.5%。作为参考，亚马逊（纳斯达克股票代码：AMZN）目前拥有约15%的市场份额，优步（纽约证券交易所股票代码：UBER）目前拥有约4%的市场份额。我们认为这是一套非常合理（如果不是保守的话）的假设。</blockquote></p><p>This leaves the big question at what PLTR&#39;s EBITDA margins will end up being. In 2020, they were 18.6% and in 2021 they are expected to come in around 30%. If the company can merely sustain these margins, its EBITDA will be $4.6 billion in 2030. At a 30x EV/EBITDA multiple, the company would be worth nearly $140 billion. Today, its enterprise value is just $24.5 billion. That would imply a 21% total return CAGR over the next nine years.</p><p><blockquote>这就留下了一个大问题：PLTR的EBITDA利润率最终会是多少。2020年，这一比例为18.6%，2021年预计将达到30%左右。如果该公司能够维持这些利润率，2030年其EBITDA将达到46亿美元。按照30倍的EV/EBITDA倍数计算，该公司的价值将接近1400亿美元。如今，其企业价值仅为245亿美元。这意味着未来九年的总回报率复合年增长率为21%。</blockquote></p><p><b>Investor Takeaway</b></p><p><blockquote><b>投资者要点</b></blockquote></p><p>Given its competitive positioning, the soaring geopolitical tensions and rivalries that are bound to become increasingly centered on A.I. capabilities, and the rise of big data across global industry, PLTR is in a strong position to see massive growth for years to come.</p><p><blockquote>鉴于其竞争地位，日益加剧的地缘政治紧张局势和竞争必然会越来越集中在人工智能上。能力以及全球行业大数据的兴起，PLTR处于有利地位，有望在未来几年实现大幅增长。</blockquote></p><p>If it can continue growing at a rapid clip, its stock-based compensation should begin to decline in significance and ultimately it should generate attractive total returns for shareholders. Thanks to the massive recent sell-off, its margin of safety is wider than ever and it could very possibly generate over 20% annualized total returns through 2030.</p><p><blockquote>如果它能够继续快速增长，其股票薪酬的重要性应该会开始下降，最终应该会为股东带来有吸引力的总回报。由于最近的大规模抛售，其安全边际比以往任何时候都更宽，到2030年很可能产生超过20%的年化总回报率。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How Palantir Stock Could Generate A 20%+ Total Return CAGR Through 2030<blockquote>Palantir股票到2030年如何产生20%以上的总回报率复合年增长率</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\">\nHow Palantir Stock Could Generate A 20%+ Total Return CAGR Through 2030<blockquote>Palantir股票到2030年如何产生20%以上的总回报率复合年增长率</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\">2022-01-26 14:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Summary</b></p><p><blockquote><html><head></head><body><b>总结</b></body></html></blockquote></p><p><ul><li>Palantir stock was an attractive buy at $20 and now it trades at $13.</li><li>Meanwhile, Palantir&#39;s investment thesis has not changed much and its services are needed more than ever.</li><li>We provide an updated investment thesis and valuation model for PLTR stock.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac7c4f3ba3be235774ad0b6a874c2107\" tg-width=\"1536\" tg-height=\"1152\" width=\"100%\" height=\"auto\"/><span>Hiroshi Watanabe/DigitalVision via Getty Images</span></p><p><blockquote><ul><li>Palantir股票的买入价格为20美元，颇具吸引力，目前交易价格为13美元。</li><li>与此同时，Palantir的投资理念没有太大变化，而且比以往任何时候都更需要其服务。</li><li>我们为PLTR股票提供更新的投资论点和估值模型。</li></ul><p class=\"t-img-caption\"><span>渡边浩/DigitalVision来自Getty Images</span></p></blockquote></p><p>Based on our valuation model, Palantir Technologies(NYSE:PLTR) stock was an attractive buy at $20 and now it trades at $13. Meanwhile, its investment thesis has not changed much and its services are needed more than ever. In this article, we provide an updated investment thesis and valuation model.</p><p><blockquote>根据我们的估值模型，Palantir Technologies(NYSE：PLTR)股票的买入价格为20美元，具有吸引力，目前交易价格为13美元。与此同时，它的投资理念没有太大变化，而且比以往任何时候都更需要它的服务。在本文中，我们提供了一个更新的投资论点和估值模型。</blockquote></p><p><b>What Has Changed In Palantir?</b></p><p><blockquote><b>Palantir发生了什么变化？</b></blockquote></p><p>Obviously whenever a stock crashes as precipitously as PLTR has since reaching all-time highs just shy of a year ago, the natural question is: what happened?</p><p><blockquote>显然，每当一只股票像PLTR自不到一年前达到历史高点以来那样急剧暴跌时，自然的问题就是：发生了什么？</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7a3bcae93dbc1139dc28a256581f7184\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p>Well, the answer is quite simple:</p><p><blockquote>嗯，答案很简单：</blockquote></p><p>1. Overall high-growth disruptive technology was in a major bubble a year ago as 2020 turned to 2021 since the sector had been bolstered substantially by COVID-19 and this had fed into a &#34;fear of missing out&#34; frenzy in the sector. Since then, this bubble has collapsed as the euphoria has worn off and soaring inflation has pressured the Federal Reserve into signaling meaningful interest rate hikes in the near future. This has pushed investors back towards companies that are generating profits today rather than being content to wait until well into the future to receive profits. The steep decline of ARK Investment&#39;s flagship ETF (NYSEARCA:ARKK) over the past year proves this point:</p><p><blockquote>1.一年前，随着2020年进入2021年，整体高增长颠覆性技术处于重大泡沫之中，因为该行业受到了COVID-19的大力支持，这加剧了该行业“害怕错过”的狂热。自那以后，随着兴奋感消退，通胀飙升迫使美联储在不久的将来发出有意义的加息信号，这一泡沫已经崩溃。这促使投资者重新转向今天正在产生利润的公司，而不是满足于等到很久以后才能获得利润。ARK Investment旗舰ETF（NYSEARCA：ARKK）过去一年的大幅下跌证明了这一点：</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fd461732d547d0c4c1af390b1a5dff99\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p>2. While the inflation and deflation of the ARKK bubble and the associated macroeconomic and geopolitical factors explain a lot of PLTR&#39;s share price performance over the past year, another major factor weighing on the stock is management&#39;s doubling down on its liberal stock-based compensation policy. The company&#39;s aggressive issuance of equity to its employees consistently erases what would otherwise be solid profits and turns the company&#39;s bottom line deep into the red quarter after quarter.</p><p><blockquote>2.虽然ARKK泡沫的通货膨胀和通货紧缩以及相关的宏观经济和地缘政治因素在很大程度上解释了PLTR过去一年的股价表现，但另一个拖累该股的主要因素是管理层加倍努力其自由的股票薪酬政策。该公司积极向员工发行股权，不断抹去原本稳健的利润，并使公司的利润一个季度又一个季度陷入亏损。</blockquote></p><p>That said, management&#39;s argument in favor of stock-based compensation also makes sense:</p><p><blockquote>也就是说，管理层支持股票薪酬的论点也是有道理的：</blockquote></p><p><ul><li>it helps to attract and retain the best and brightest minds in the industry</li><li>it gives employees substantial skin in the game alongside investors</li><li>it preserves cash for the company to invest aggressively into research, product development, and sales and marketing efforts.</li></ul>With such a massive and rapidly growing total addressable market, growth investing truly does seem to be the most prudent use of capital at this point, even if it means diluting shareholders in the short term. Nevertheless, itcannot be denied that this practice weighs heavily on the shares as many investors have begun to lose patience with the company&#39;s apparent disregard of shareholders. Rising inflation and the prospect of higher interest rates has only heightened that sentiment even more.</p><p><blockquote><ul><li>它有助于吸引和留住业内最优秀、最聪明的人才</li><li>它让员工与投资者一起参与游戏</li><li>它为公司保留了现金，以便积极投资于研究、产品开发以及销售和营销工作。</li></ul>面对如此庞大且快速增长的总潜在市场，成长型投资似乎确实是目前最谨慎的资本使用方式，即使这意味着在短期内稀释股东权益。然而，不可否认的是，这种做法对股价造成了沉重压力，因为许多投资者已经开始对公司明显无视股东的行为失去耐心。通胀上升和利率上升的前景只会进一步加剧这种情绪。</blockquote></p><p><b>What Has Not Changed In Palantir?</b></p><p><blockquote><b>Palantir有什么没有改变？</b></blockquote></p><p>PLTR continues to grow and innovate rapidly. While we will have to wait for Q4 results to verify this, but there is no indication that its U.S. commercial and government businesses have stopped growing rapidly. The company still has a $120 billion plus total addressable market that should grow rapidly for the next decade and beyond and its biggest current roadblock to sustaining or even increasing its robust current growth rate is winning more international business.</p><p><blockquote>PLTR继续快速发展和创新。虽然我们必须等待第四季度的业绩来验证这一点，但没有迹象表明其美国商业和政府业务已经停止快速增长。该公司仍拥有超过1200亿美元的总潜在市场，该市场应该会在未来十年及以后快速增长，而其目前维持甚至提高当前强劲增长率的最大障碍是赢得更多国际业务。</blockquote></p><p>Management seems keenly focused on accelerating its international penetration as the past two earnings calls have featured management comments referencing &#34;accelerating growth&#34; in the international business that has yet to show up, the company is investing aggressively in international sales team hiring, and the company has recently produced a string of videos featuring international clients, CEO Alex Karp speaking in French with clients, and addressing the nation of Japan to wish them a happy 2022 and announce plans to visit the nation this year.</p><p><blockquote>管理层似乎非常专注于加速其国际渗透，因为过去两份财报评级都发表了管理层评论，提到尚未显现的国际业务“加速增长”，该公司正在积极投资国际销售团队招聘，并且该公司最近制作了一系列以国际客户为特色的视频，首席执行官Alex Karp用法语与客户交谈，并向日本发表讲话，祝他们2022年快乐，并宣布今年访问日本的计划。</blockquote></p><p></p><p>The thesis really remains the same: PLTR has a massive growth runway that should allow for robust top-line growth for many years to come, it has some of the top talent in the industry, its Foundry business is taking off nicely in the U.S., and it possesses a coveted position on the inside track with U.S. government agencies and seems to be its top horse for running the A.I. race against China.</p><p><blockquote>论点实际上保持不变：PLTR拥有巨大的增长跑道，应该可以在未来许多年实现强劲的营收增长，它拥有业内一些顶尖人才，其代工业务在美国发展良好，它在美国政府机构的内部轨道上拥有令人垂涎的地位，似乎是其在人工智能领域的佼佼者。与中国的竞赛。</blockquote></p><p>However, investors still need to see that PLTR&#39;s international commercial and government businesses can gain meaningful traction and that the company can scale to a level where the dilutive impact of stock-based compensation becomes significantly diminished. Once these two big questions are resolved, PLTR&#39;s investment thesis will be significantly de-risked and the stock price should then see much greater stability, if not upside.</p><p><blockquote>然而，投资者仍然需要看到PLTR的国际商业和政府业务能够获得有意义的吸引力，并且该公司能够扩大到股票薪酬的稀释影响显着减弱的水平。一旦这两个大问题得到解决，PLTR的投资论点将显着降低风险，股价即使没有上涨空间，也应该会更加稳定。</blockquote></p><p><b>What Is PLTR Stock Worth?</b></p><p><blockquote><b>PLTR股票值多少钱？</b></blockquote></p><p>Given that PLTR&#39;s total addressable market should grow by around 20% per year (in-line with the projected 20.4% global big data CAGR through 2030), we think that PLTR&#39;s TAM will be over $600 billion by the end of 2030. We think that PLTR is competitively positioned within its space and should therefore be able to at a minimum retain its current market share, providing a nice floor growth rate of a 20% revenue CAGR over that time span.</p><p><blockquote>鉴于PLTR的总潜在市场应以每年20%左右的速度增长（与预计到2030年全球大数据复合年增长率20.4%一致），我们认为到2030年底PLTR的TAM将超过6000亿美元。我们认为PLTR在其领域内具有竞争力，因此至少应该能够保持其当前的市场份额，在此期间提供20%的收入复合年增长率。</blockquote></p><p>Management has guided for over $4 billion in revenue in 2025, while analysts expect the company will smash that projection with over $5 billion in revenue in 2025. That implies a ~35% revenue CAGR over that time span which we think is quite reasonable given that the company grew revenue by 47.2% in 2022 and is expected to have grown it by about 40% in 2021.</p><p><blockquote>管理层预计2025年收入将超过40亿美元，而分析师预计该公司2025年收入将超过50亿美元，打破这一预测。这意味着在此期间收入复合年增长率约为35%，我们认为这是相当合理的，因为该公司2022年收入增长了47.2%，预计2021年将增长约40%。</blockquote></p><p>If we assume a 25% revenue growth CAGR from 2026-2030, revenue will be at $15.4 billion in 2030. That would be a meager 2.5% of total addressable market share. For reference, Amazon(NASDAQ:AMZN)currently owns ~15% of its market share and Uber(NYSE:UBER)currently owns ~4% of its market share. We think this is a very reasonable - if not conservative - set of assumptions.</p><p><blockquote>如果我们假设2026-2030年收入复合年增长率为25%，2030年收入将达到154亿美元。这仅占潜在市场份额的2.5%。作为参考，亚马逊（纳斯达克股票代码：AMZN）目前拥有约15%的市场份额，优步（纽约证券交易所股票代码：UBER）目前拥有约4%的市场份额。我们认为这是一套非常合理（如果不是保守的话）的假设。</blockquote></p><p>This leaves the big question at what PLTR&#39;s EBITDA margins will end up being. In 2020, they were 18.6% and in 2021 they are expected to come in around 30%. If the company can merely sustain these margins, its EBITDA will be $4.6 billion in 2030. At a 30x EV/EBITDA multiple, the company would be worth nearly $140 billion. Today, its enterprise value is just $24.5 billion. That would imply a 21% total return CAGR over the next nine years.</p><p><blockquote>这就留下了一个大问题：PLTR的EBITDA利润率最终会是多少。2020年，这一比例为18.6%，2021年预计将达到30%左右。如果该公司能够维持这些利润率，2030年其EBITDA将达到46亿美元。按照30倍的EV/EBITDA倍数计算，该公司的价值将接近1400亿美元。如今，其企业价值仅为245亿美元。这意味着未来九年的总回报率复合年增长率为21%。</blockquote></p><p><b>Investor Takeaway</b></p><p><blockquote><b>投资者要点</b></blockquote></p><p>Given its competitive positioning, the soaring geopolitical tensions and rivalries that are bound to become increasingly centered on A.I. capabilities, and the rise of big data across global industry, PLTR is in a strong position to see massive growth for years to come.</p><p><blockquote>鉴于其竞争地位，日益加剧的地缘政治紧张局势和竞争必然会越来越集中在人工智能上。能力以及全球行业大数据的兴起，PLTR处于有利地位，有望在未来几年实现大幅增长。</blockquote></p><p>If it can continue growing at a rapid clip, its stock-based compensation should begin to decline in significance and ultimately it should generate attractive total returns for shareholders. Thanks to the massive recent sell-off, its margin of safety is wider than ever and it could very possibly generate over 20% annualized total returns through 2030.</p><p><blockquote>如果它能够继续快速增长，其股票薪酬的重要性应该会开始下降，最终应该会为股东带来有吸引力的总回报。由于最近的大规模抛售，其安全边际比以往任何时候都更宽，到2030年很可能产生超过20%的年化总回报率。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4481544-palantir-stock-total-return-cagr-2030\">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":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4481544-palantir-stock-total-return-cagr-2030","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177764614","content_text":"SummaryPalantir stock was an attractive buy at $20 and now it trades at $13.Meanwhile, Palantir's investment thesis has not changed much and its services are needed more than ever.We provide an updated investment thesis and valuation model for PLTR stock.Hiroshi Watanabe/DigitalVision via Getty ImagesBased on our valuation model, Palantir Technologies(NYSE:PLTR) stock was an attractive buy at $20 and now it trades at $13. Meanwhile, its investment thesis has not changed much and its services are needed more than ever. In this article, we provide an updated investment thesis and valuation model.What Has Changed In Palantir?Obviously whenever a stock crashes as precipitously as PLTR has since reaching all-time highs just shy of a year ago, the natural question is: what happened?Data by YChartsWell, the answer is quite simple:1. Overall high-growth disruptive technology was in a major bubble a year ago as 2020 turned to 2021 since the sector had been bolstered substantially by COVID-19 and this had fed into a \"fear of missing out\" frenzy in the sector. Since then, this bubble has collapsed as the euphoria has worn off and soaring inflation has pressured the Federal Reserve into signaling meaningful interest rate hikes in the near future. This has pushed investors back towards companies that are generating profits today rather than being content to wait until well into the future to receive profits. The steep decline of ARK Investment's flagship ETF (NYSEARCA:ARKK) over the past year proves this point:Data by YCharts2. While the inflation and deflation of the ARKK bubble and the associated macroeconomic and geopolitical factors explain a lot of PLTR's share price performance over the past year, another major factor weighing on the stock is management's doubling down on its liberal stock-based compensation policy. The company's aggressive issuance of equity to its employees consistently erases what would otherwise be solid profits and turns the company's bottom line deep into the red quarter after quarter.That said, management's argument in favor of stock-based compensation also makes sense:it helps to attract and retain the best and brightest minds in the industryit gives employees substantial skin in the game alongside investorsit preserves cash for the company to invest aggressively into research, product development, and sales and marketing efforts.With such a massive and rapidly growing total addressable market, growth investing truly does seem to be the most prudent use of capital at this point, even if it means diluting shareholders in the short term. Nevertheless, itcannot be denied that this practice weighs heavily on the shares as many investors have begun to lose patience with the company's apparent disregard of shareholders. Rising inflation and the prospect of higher interest rates has only heightened that sentiment even more.What Has Not Changed In Palantir?PLTR continues to grow and innovate rapidly. While we will have to wait for Q4 results to verify this, but there is no indication that its U.S. commercial and government businesses have stopped growing rapidly. The company still has a $120 billion plus total addressable market that should grow rapidly for the next decade and beyond and its biggest current roadblock to sustaining or even increasing its robust current growth rate is winning more international business.Management seems keenly focused on accelerating its international penetration as the past two earnings calls have featured management comments referencing \"accelerating growth\" in the international business that has yet to show up, the company is investing aggressively in international sales team hiring, and the company has recently produced a string of videos featuring international clients, CEO Alex Karp speaking in French with clients, and addressing the nation of Japan to wish them a happy 2022 and announce plans to visit the nation this year.The thesis really remains the same: PLTR has a massive growth runway that should allow for robust top-line growth for many years to come, it has some of the top talent in the industry, its Foundry business is taking off nicely in the U.S., and it possesses a coveted position on the inside track with U.S. government agencies and seems to be its top horse for running the A.I. race against China.However, investors still need to see that PLTR's international commercial and government businesses can gain meaningful traction and that the company can scale to a level where the dilutive impact of stock-based compensation becomes significantly diminished. Once these two big questions are resolved, PLTR's investment thesis will be significantly de-risked and the stock price should then see much greater stability, if not upside.What Is PLTR Stock Worth?Given that PLTR's total addressable market should grow by around 20% per year (in-line with the projected 20.4% global big data CAGR through 2030), we think that PLTR's TAM will be over $600 billion by the end of 2030. We think that PLTR is competitively positioned within its space and should therefore be able to at a minimum retain its current market share, providing a nice floor growth rate of a 20% revenue CAGR over that time span.Management has guided for over $4 billion in revenue in 2025, while analysts expect the company will smash that projection with over $5 billion in revenue in 2025. That implies a ~35% revenue CAGR over that time span which we think is quite reasonable given that the company grew revenue by 47.2% in 2022 and is expected to have grown it by about 40% in 2021.If we assume a 25% revenue growth CAGR from 2026-2030, revenue will be at $15.4 billion in 2030. That would be a meager 2.5% of total addressable market share. For reference, Amazon(NASDAQ:AMZN)currently owns ~15% of its market share and Uber(NYSE:UBER)currently owns ~4% of its market share. We think this is a very reasonable - if not conservative - set of assumptions.This leaves the big question at what PLTR's EBITDA margins will end up being. In 2020, they were 18.6% and in 2021 they are expected to come in around 30%. If the company can merely sustain these margins, its EBITDA will be $4.6 billion in 2030. At a 30x EV/EBITDA multiple, the company would be worth nearly $140 billion. Today, its enterprise value is just $24.5 billion. That would imply a 21% total return CAGR over the next nine years.Investor TakeawayGiven its competitive positioning, the soaring geopolitical tensions and rivalries that are bound to become increasingly centered on A.I. capabilities, and the rise of big data across global industry, PLTR is in a strong position to see massive growth for years to come.If it can continue growing at a rapid clip, its stock-based compensation should begin to decline in significance and ultimately it should generate attractive total returns for shareholders. Thanks to the massive recent sell-off, its margin of safety is wider than ever and it could very possibly generate over 20% annualized total returns through 2030.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":2069,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639357673,"gmtCreate":1643179508945,"gmtModify":1643179509420,"author":{"id":"3585125163446793","authorId":"3585125163446793","name":"RobinChanKH","avatar":"https://static.tigerbbs.com/bf0ba843eca17a8812677bc4f2a46162","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585125163446793","idStr":"3585125163446793"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639357673","repostId":"1165594846","repostType":4,"isVote":1,"tweetType":1,"viewCount":2275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639357810,"gmtCreate":1643179495467,"gmtModify":1643179500422,"author":{"id":"3585125163446793","authorId":"3585125163446793","name":"RobinChanKH","avatar":"https://static.tigerbbs.com/bf0ba843eca17a8812677bc4f2a46162","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585125163446793","idStr":"3585125163446793"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639357810","repostId":"1165594846","repostType":4,"repost":{"id":"1165594846","kind":"news","pubTimestamp":1643178762,"share":"https://www.laohu8.com/m/news/1165594846?lang=zh_CN&edition=full","pubTime":"2022-01-26 14:32","market":"us","language":"en","title":"How low can DraftKings Stock Go?<blockquote>DraftKings的股票能跌到多低？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1165594846","media":"InvestorPlace","summary":"Aggressive investors ought to be considering DKNG stock as it falls into the mid teens","content":"<p><div> The major correction DraftKings(NASDAQ:DKNG) has been on since early September has seen DKNG stock lose almost 70% of its value.Thanks to a terrible first month of 2022 — 374 S&P 500 stocks are down ...</p><p><blockquote><div>DraftKings（纳斯达克股票代码：DKNG）自9月初以来一直在进行重大调整，DKNG股票价值下跌了近70%。由于2022年第一个月的糟糕表现，374只标普500股票下跌……</div></blockquote></p><p>  <a href=\"https://investorplace.com/2022/01/how-low-can-draftkings-dkng-stock-go/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2022/01/how-low-can-draftkings-dkng-stock-go/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How low can DraftKings Stock Go?<blockquote>DraftKings的股票能跌到多低？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHow low can DraftKings Stock Go?<blockquote>DraftKings的股票能跌到多低？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2022-01-26 14:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> The major correction DraftKings(NASDAQ:DKNG) has been on since early September has seen DKNG stock lose almost 70% of its value.Thanks to a terrible first month of 2022 — 374 S&P 500 stocks are down ...</p><p><blockquote><div>DraftKings（纳斯达克股票代码：DKNG）自9月初以来一直在进行重大调整，DKNG股票价值下跌了近70%。由于2022年第一个月的糟糕表现，374只标普500股票下跌……</div></blockquote></p><p>  <a href=\"https://investorplace.com/2022/01/how-low-can-draftkings-dkng-stock-go/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2022/01/how-low-can-draftkings-dkng-stock-go/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://investorplace.com/2022/01/how-low-can-draftkings-dkng-stock-go/\">InvestorPlace</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DKNG":"DraftKings Inc."},"source_url":"https://investorplace.com/2022/01/how-low-can-draftkings-dkng-stock-go/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165594846","content_text":"The major correction DraftKings(NASDAQ:DKNG) has been on since early September has seen DKNG stock lose almost 70% of its value.Thanks to a terrible first month of 2022 — 374 S&P 500 stocks are down year-to-date through Jan. 21 — DraftKings now trades under $20 for the first time since April 2020.Investors who bought DKNG at the end of December probably thought they were getting a pretty good deal at $27 and change. However, as I write this, DraftKings is down 5% in early trading, getting closer to the mid-teens with each passing day.How low can DKNG stock go?DKNG Stock Could End up in Single DigitsIf you bought DraftKings above $60 in early September, I doubt you’re still holding the sports betting stock. But if you are, this falling knife looks like it could keep moving lower in February, possibly into single digits.That said, I still believe it has a promising long-term future. But as I said in December, it is not going to get back to the $60s without taking shareholders on a very bumpy ride. In this article, I wrote:“I believe DraftKings has a strong brand. The addition of Golden Nugget Online Gaming will undoubtedly help bring some balance to a business driven primarily by sports betting. Using stock to buy GNOG, I think GNOG investors will be happy long-term with the decision to sell to DraftKings.”So far, early in 2022, DraftKings has already announced three new states for online or in-person sports betting. The most prominent announcement was the Jan. 8 launch of its New York mobile and online sportsbook, ahead of the NFL playoffs. After watching the Buffalo Bills lose a heartbreaker to the Kansas City Chiefs, my guess is sports betting in the Empire State is going to be significant for the remainder of the playoffs and beyond.The fact that the company continues to exercise its game plan to control a big share of the U.S. sports betting market doesn’t seem to be translating into demand for its stock. The faltering market certainly isn’t helping the cause.My InvestorPlace colleague, Joel Baglole, recently discussed why DKNG has yet to bottom. Baglole feels the company is burning through too much cash — it lost $1.2 billion in the nine months ended Sep. 30, 2021 — spending more than $703 million in sales and marketing through the first three quarters of fiscal 2021, about 132% higher than a year earlier.Until DraftKings’ pathway to profitability becomes more apparent, my colleague believes the stock will continue to fall. I would agree with his assessment.However, the further it falls, the more attractive it will become for aggressive value investors. Here’s why.Increased Sports Betting Should HelpIn December,one out of every four American adults (21 or older) bet on sports. That’s got to be music to the ears of all the major participants, DraftKings included.Even more impressive is that 12% of American adults bet on sports weekly in December, up from 5% in January 2021. The number of adults who bet on sports monthly increased by 80% in 2021. As more states legalize sports betting, these numbers will continue to increase dramatically.Say what you want about Ark Invest Chief Executive Officer Cathie Wood’s portfolio management prowess or lack thereof. Still, the fact that she continues to buy DKNG is an indication that she sees the stats above and believes DraftKing can continue to attract and retain many American adults who bet on sports.DraftKings had 1.3 million monthly unique payers (MUPs) in the third quarter, 31% higher than Q3 2020. In addition, the average revenue per MUP was $47 in Q3 2021, 38% higher than a year earlier.As a result, it led the company up to its 2021 full-year guidance to $1.26 billion at the midpoint, 96% higher than a year earlier. In 2022, it expects $1.8 billion in revenue, 43% higher than in 2021.InvestorPlace’s Tezcan Gecgil recently pointed out that 32 analysts covering DKNG give it a Buy rating. The 27 who give it a 12-month target price have a median price of $58, providing investors with significant upside potential.She believes it could be a takeover target given its falling share price. However, if a deal does happen, you can be sure it will be for a lot more than $19.32 where it currently trades.If you are an aggressive investor who doesn’t mind making bets on unprofitable businesses with growth potential, the risk-to-reward proposition is getting better by the day.As I said in December, if you do buy, I would put aside some cash to buy more should it fall into the low teens or even single digits, which could happen sooner rather than later.You should not be entertaining buying DKNG stock if you can’t handle lots of risk. And let’s face it, there’s plenty.","news_type":1,"symbols_score_info":{"DKNG":0.9}},"isVote":1,"tweetType":1,"viewCount":2998,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639357196,"gmtCreate":1643179484948,"gmtModify":1643179500001,"author":{"id":"3585125163446793","authorId":"3585125163446793","name":"RobinChanKH","avatar":"https://static.tigerbbs.com/bf0ba843eca17a8812677bc4f2a46162","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585125163446793","idStr":"3585125163446793"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639357196","repostId":"1191124359","repostType":4,"repost":{"id":"1191124359","kind":"news","pubTimestamp":1643156453,"share":"https://www.laohu8.com/m/news/1191124359?lang=zh_CN&edition=full","pubTime":"2022-01-26 08:20","market":"us","language":"en","title":"Cathie Wood vs. Warren Buffett: Who Will Win in 2022?<blockquote>凯西·伍德vs沃伦·巴菲特：2022年谁会赢？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1191124359","media":"TheStreet","summary":"Cathie Wood's Ark Innovation exchange-traded fund soared in 2020 thanks to its focus on technology a","content":"<p><html><head></head><body>Cathie Wood&#39;s Ark Innovation exchange-traded fund soared in 2020 thanks to its focus on technology and growth stocks. But now Berkshire Hathaway is gaining on ARKK.</p><p><blockquote><html><head></head><body>Cathie Wood的Ark Innovation交易所交易基金由于专注于科技和成长型股票而在2020年飙升。但现在伯克希尔哈撒韦公司正在收购ARKK。</body></html></blockquote></p><p>Ark Invest CEO Cathie Wood specializes in finding high-growth technology stocks. Her Ark Innovation ETF soared in 2020 as tech companies like Tesla made huge gains.</p><p><blockquote>Ark Invest首席执行官Cathie Wood专门寻找高增长科技股。随着特斯拉等科技公司大幅上涨，她的Ark Innovation ETF在2020年飙升。</blockquote></p><p>However, high-growth tech stocks have fallen out of favor in recent months. With potential Federal Reserve interest rate hikes on the horizon, investors are looking for safety, rather than volatility. They&#39;re becoming wary of growth stocks, whose valuations are often stretched.</p><p><blockquote>然而，近几个月来，高增长科技股已经失宠。随着美联储可能加息，投资者正在寻找安全，而不是波动。他们对成长型股票变得谨慎，因为这些股票的估值往往过高。</blockquote></p><p>With such a shift in investor mindset, it&#39;s no surprise that Warren Buffett&#39;s Berkshire Hathaway is on the rise. Buffett is a dyed-in-the-wool value investor. Through his holding company, he invests only in companies with strong fundamentals and earnings potential.</p><p><blockquote>随着投资者心态的转变，沃伦·巴菲特的伯克希尔·哈撒韦公司的崛起也就不足为奇了。巴菲特是一位彻头彻尾的价值投资者。通过他的控股公司，他只投资于基本面和盈利潜力强劲的公司。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16464995522f4ba8e5ac1a5f673a67d9\" tg-width=\"1240\" tg-height=\"698\" width=\"100%\" height=\"auto\"/><span>Figure 1: Cathie Wood vs. Warren Buffett: Who Will Win in 2022?</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：凯西·伍德vs沃伦·巴菲特：2022年谁会赢？</span></p></blockquote></p><p><b>Ark Innovation: Shoot for the Moon</b></p><p><blockquote><b>方舟创新：奔向月球</b></blockquote></p><p>A year ago, super-investor Cathie Wood and her Ark Innovation fund were the toast of Wall Street. The ETF had gained roughly 170% since the start of the pandemic.</p><p><blockquote>一年前，超级投资者凯西·伍德和她的方舟创新基金是华尔街的宠儿。自疫情爆发以来，该ETF已上涨约170%。</blockquote></p><p>But since reaching an all-time high in February 2021, the ARK Innovation ETF has fallen more than 54%. The ETF hit a fresh 52-week low around $71 per share on January 21.</p><p><blockquote>但自2021年2月创下历史新高以来，ARK Innovation ETF已下跌超过54%。该ETF于1月21日触及每股71美元左右的52周新低。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1a34b2b52e141088528b4981de8c80c0\" tg-width=\"958\" tg-height=\"404\" width=\"100%\" height=\"auto\"/><span>Figure 2: ARKK vs. SPY performance.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：ARKK与SPDR标普500指数ETF的表现。</span></p></blockquote></p><p>Besides Tesla, two of ARKK&#39;s top holdings were pandemic-era plays. Zoom was a pandemic darling through the stay-at-home trend. And Teladoc&#39;s remote medical services also benefited greatly from the pandemic.</p><p><blockquote>除了特斯拉之外，ARKK的两家主要持股都是大流行时期的股票。在居家潮流中，Zoom是疫情的宠儿。Teladoc的远程医疗服务也从疫情中受益匪浅。</blockquote></p><p>Now that doctor&#39;s offices are reopening and employees are returning to work, these businesses — and their stocks — have fallen out of favor. And the other growth stocks in the ARKK portfolio have been hurt by macroeconomic uncertainty, impending interest rate hikes, and anti-risk investor sentiment.</p><p><blockquote>现在，医生办公室重新开放，员工重返工作岗位，这些企业及其股票已经失宠。ARKK投资组合中的其他成长型股票也受到宏观经济不确定性、即将加息和抗风险投资者情绪的损害。</blockquote></p><p>But Cathie Wood&#39;s picks have great future potential. Even with their valuations stretched in the short term, we can justify long-term investments. Just don&#39;t look for them to repeat their historical peaks anytime soon.</p><p><blockquote>但是凯西·伍德的选择有很大的未来潜力。即使它们的估值在短期内过高，我们也可以证明长期投资的合理性。只是不要指望他们会在短期内重复他们的历史高峰。</blockquote></p><p><b>Berkshire Hathaway: Get Rich Slowly</b></p><p><blockquote><b>伯克希尔哈撒韦：慢慢致富</b></blockquote></p><p>It&#39;s hard to dispute the Berkshire Hathaway strategy. Led by 91-year-old investing legend Warren Buffett, the holding company has had a successful track record that shows little sign of stopping, even though it&#39;s underperformed the benchmark since 2020.</p><p><blockquote>很难对伯克希尔哈撒韦公司的战略提出异议。在91岁的投资传奇人物沃伦·巴菲特(Warren Buffett)的领导下，这家控股公司拥有成功的业绩记录，尽管自2020年以来表现不佳，但几乎没有停止的迹象。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8931319618cb1ad19db83d84250ce3a7\" tg-width=\"1229\" tg-height=\"532\" width=\"100%\" height=\"auto\"/><span>Figure 3: BRK (red), SPY (purple) and ARKK (blue) performance.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图3：BRK（红色）、SPDR标普500指数ETF（紫色）和ARKK（蓝色）表现。</span></p></blockquote></p><p>Apple — the world&#39;s largest company by market cap — is Berkshire Hathaway&#39;s biggest holding, at nearly 50%. That&#39;s followed by Bank of America, American Express, and Coca-Cola. These are not growth stocks, Instead, they are companies with solid fundamentals that pay dividends and have cash to spare to generate value for shareholders.</p><p><blockquote>苹果是全球市值最大的公司，也是伯克希尔哈撒韦公司最大的持股，持股比例接近50%。其次是美国银行、美国运通和可口可乐。这些不是成长型股票，相反，它们是基本面坚实的公司，可以支付股息，并有多余的现金为股东创造价值。</blockquote></p><p>Throughout the years, Buffett has been also a strong bull on the American economy. Thanks to his decades of experience, he is able to see the U.S. economy&#39;s resilience and strength — compared to other economies around the globe — as a key to his successful investing track record.</p><p><blockquote>多年来，巴菲特也一直强烈看好美国经济。凭借数十年的经验，他能够将美国经济与全球其他经济体相比的弹性和实力视为其成功投资记录的关键。</blockquote></p><p>Buffett believes that long-term growth in companies with solid fundamentals will inevitably generate value for their investors in different market cycles. Some of his notorious quotes, such as “Someone is sitting in the shade today because someone planted a tree a long time ago” and “If you aren’t willing to own a stock for 10 years, don’t even think about owning it for 10 minutes,” reinforces his long-term view.</p><p><blockquote>巴菲特认为，基本面稳固的公司的长期增长必然会在不同的市场周期中为其投资者创造价值。他的一些臭名昭著的名言，如“今天有人坐在树荫下，因为有人很久以前种了一棵树”和“如果你不愿意持有一只股票10年，甚至不要考虑持有它10分钟”，强化了他的长期观点。</blockquote></p><p><b>Wood vs. Buffett: Who&#39;s the Winner?</b></p><p><blockquote><b>伍德与巴菲特：谁是赢家？</b></blockquote></p><p>We&#39;d say Warren Buffett is the winner here. He has managed to beat the market in difficult times, even if he has underperformed the market during periods of explosive growth.</p><p><blockquote>我们会说沃伦·巴菲特是这里的赢家。他成功地在困难时期跑赢了市场，即使在爆炸性增长时期他的表现逊于市场。</blockquote></p><p>Cathie Wood&#39;s philosophy has many good points. But managing a high-risk portfolio is like walking a tightrope without a net. Although the Ark Innovation ETF has shown investors high rewards, it&#39;s not without high risk.</p><p><blockquote>凯西·伍德的哲学有许多优点。但管理高风险投资组合就像无网走钢丝。尽管Ark Innovation ETF向投资者展示了高回报，但也并非没有高风险。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood vs. Warren Buffett: Who Will Win in 2022?<blockquote>凯西·伍德vs沃伦·巴菲特：2022年谁会赢？</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\">\nCathie Wood vs. Warren Buffett: Who Will Win in 2022?<blockquote>凯西·伍德vs沃伦·巴菲特：2022年谁会赢？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2022-01-26 08:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Cathie Wood&#39;s Ark Innovation exchange-traded fund soared in 2020 thanks to its focus on technology and growth stocks. But now Berkshire Hathaway is gaining on ARKK.</p><p><blockquote><html><head></head><body>Cathie Wood的Ark Innovation交易所交易基金由于专注于科技和成长型股票而在2020年飙升。但现在伯克希尔哈撒韦公司正在收购ARKK。</body></html></blockquote></p><p>Ark Invest CEO Cathie Wood specializes in finding high-growth technology stocks. Her Ark Innovation ETF soared in 2020 as tech companies like Tesla made huge gains.</p><p><blockquote>Ark Invest首席执行官Cathie Wood专门寻找高增长科技股。随着特斯拉等科技公司大幅上涨，她的Ark Innovation ETF在2020年飙升。</blockquote></p><p>However, high-growth tech stocks have fallen out of favor in recent months. With potential Federal Reserve interest rate hikes on the horizon, investors are looking for safety, rather than volatility. They&#39;re becoming wary of growth stocks, whose valuations are often stretched.</p><p><blockquote>然而，近几个月来，高增长科技股已经失宠。随着美联储可能加息，投资者正在寻找安全，而不是波动。他们对成长型股票变得谨慎，因为这些股票的估值往往过高。</blockquote></p><p>With such a shift in investor mindset, it&#39;s no surprise that Warren Buffett&#39;s Berkshire Hathaway is on the rise. Buffett is a dyed-in-the-wool value investor. Through his holding company, he invests only in companies with strong fundamentals and earnings potential.</p><p><blockquote>随着投资者心态的转变，沃伦·巴菲特的伯克希尔·哈撒韦公司的崛起也就不足为奇了。巴菲特是一位彻头彻尾的价值投资者。通过他的控股公司，他只投资于基本面和盈利潜力强劲的公司。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16464995522f4ba8e5ac1a5f673a67d9\" tg-width=\"1240\" tg-height=\"698\" width=\"100%\" height=\"auto\"/><span>Figure 1: Cathie Wood vs. Warren Buffett: Who Will Win in 2022?</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：凯西·伍德vs沃伦·巴菲特：2022年谁会赢？</span></p></blockquote></p><p><b>Ark Innovation: Shoot for the Moon</b></p><p><blockquote><b>方舟创新：奔向月球</b></blockquote></p><p>A year ago, super-investor Cathie Wood and her Ark Innovation fund were the toast of Wall Street. The ETF had gained roughly 170% since the start of the pandemic.</p><p><blockquote>一年前，超级投资者凯西·伍德和她的方舟创新基金是华尔街的宠儿。自疫情爆发以来，该ETF已上涨约170%。</blockquote></p><p>But since reaching an all-time high in February 2021, the ARK Innovation ETF has fallen more than 54%. The ETF hit a fresh 52-week low around $71 per share on January 21.</p><p><blockquote>但自2021年2月创下历史新高以来，ARK Innovation ETF已下跌超过54%。该ETF于1月21日触及每股71美元左右的52周新低。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1a34b2b52e141088528b4981de8c80c0\" tg-width=\"958\" tg-height=\"404\" width=\"100%\" height=\"auto\"/><span>Figure 2: ARKK vs. SPY performance.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：ARKK与SPDR标普500指数ETF的表现。</span></p></blockquote></p><p>Besides Tesla, two of ARKK&#39;s top holdings were pandemic-era plays. Zoom was a pandemic darling through the stay-at-home trend. And Teladoc&#39;s remote medical services also benefited greatly from the pandemic.</p><p><blockquote>除了特斯拉之外，ARKK的两家主要持股都是大流行时期的股票。在居家潮流中，Zoom是疫情的宠儿。Teladoc的远程医疗服务也从疫情中受益匪浅。</blockquote></p><p>Now that doctor&#39;s offices are reopening and employees are returning to work, these businesses — and their stocks — have fallen out of favor. And the other growth stocks in the ARKK portfolio have been hurt by macroeconomic uncertainty, impending interest rate hikes, and anti-risk investor sentiment.</p><p><blockquote>现在，医生办公室重新开放，员工重返工作岗位，这些企业及其股票已经失宠。ARKK投资组合中的其他成长型股票也受到宏观经济不确定性、即将加息和抗风险投资者情绪的损害。</blockquote></p><p>But Cathie Wood&#39;s picks have great future potential. Even with their valuations stretched in the short term, we can justify long-term investments. Just don&#39;t look for them to repeat their historical peaks anytime soon.</p><p><blockquote>但是凯西·伍德的选择有很大的未来潜力。即使它们的估值在短期内过高，我们也可以证明长期投资的合理性。只是不要指望他们会在短期内重复他们的历史高峰。</blockquote></p><p><b>Berkshire Hathaway: Get Rich Slowly</b></p><p><blockquote><b>伯克希尔哈撒韦：慢慢致富</b></blockquote></p><p>It&#39;s hard to dispute the Berkshire Hathaway strategy. Led by 91-year-old investing legend Warren Buffett, the holding company has had a successful track record that shows little sign of stopping, even though it&#39;s underperformed the benchmark since 2020.</p><p><blockquote>很难对伯克希尔哈撒韦公司的战略提出异议。在91岁的投资传奇人物沃伦·巴菲特(Warren Buffett)的领导下，这家控股公司拥有成功的业绩记录，尽管自2020年以来表现不佳，但几乎没有停止的迹象。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8931319618cb1ad19db83d84250ce3a7\" tg-width=\"1229\" tg-height=\"532\" width=\"100%\" height=\"auto\"/><span>Figure 3: BRK (red), SPY (purple) and ARKK (blue) performance.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图3：BRK（红色）、SPDR标普500指数ETF（紫色）和ARKK（蓝色）表现。</span></p></blockquote></p><p>Apple — the world&#39;s largest company by market cap — is Berkshire Hathaway&#39;s biggest holding, at nearly 50%. That&#39;s followed by Bank of America, American Express, and Coca-Cola. These are not growth stocks, Instead, they are companies with solid fundamentals that pay dividends and have cash to spare to generate value for shareholders.</p><p><blockquote>苹果是全球市值最大的公司，也是伯克希尔哈撒韦公司最大的持股，持股比例接近50%。其次是美国银行、美国运通和可口可乐。这些不是成长型股票，相反，它们是基本面坚实的公司，可以支付股息，并有多余的现金为股东创造价值。</blockquote></p><p>Throughout the years, Buffett has been also a strong bull on the American economy. Thanks to his decades of experience, he is able to see the U.S. economy&#39;s resilience and strength — compared to other economies around the globe — as a key to his successful investing track record.</p><p><blockquote>多年来，巴菲特也一直强烈看好美国经济。凭借数十年的经验，他能够将美国经济与全球其他经济体相比的弹性和实力视为其成功投资记录的关键。</blockquote></p><p>Buffett believes that long-term growth in companies with solid fundamentals will inevitably generate value for their investors in different market cycles. Some of his notorious quotes, such as “Someone is sitting in the shade today because someone planted a tree a long time ago” and “If you aren’t willing to own a stock for 10 years, don’t even think about owning it for 10 minutes,” reinforces his long-term view.</p><p><blockquote>巴菲特认为，基本面稳固的公司的长期增长必然会在不同的市场周期中为其投资者创造价值。他的一些臭名昭著的名言，如“今天有人坐在树荫下，因为有人很久以前种了一棵树”和“如果你不愿意持有一只股票10年，甚至不要考虑持有它10分钟”，强化了他的长期观点。</blockquote></p><p><b>Wood vs. Buffett: Who&#39;s the Winner?</b></p><p><blockquote><b>伍德与巴菲特：谁是赢家？</b></blockquote></p><p>We&#39;d say Warren Buffett is the winner here. He has managed to beat the market in difficult times, even if he has underperformed the market during periods of explosive growth.</p><p><blockquote>我们会说沃伦·巴菲特是这里的赢家。他成功地在困难时期跑赢了市场，即使在爆炸性增长时期他的表现逊于市场。</blockquote></p><p>Cathie Wood&#39;s philosophy has many good points. But managing a high-risk portfolio is like walking a tightrope without a net. Although the Ark Innovation ETF has shown investors high rewards, it&#39;s not without high risk.</p><p><blockquote>凯西·伍德的哲学有许多优点。但管理高风险投资组合就像无网走钢丝。尽管Ark Innovation ETF向投资者展示了高回报，但也并非没有高风险。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/memestocks/reddit-trends/cathie-wood-vs-warren-buffett-who-will-win-in-2022\">TheStreet</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":{"BRK.B":"伯克希尔B","ARKG":"ARK Genomic Revolution ETF","ARKK":"ARK Innovation ETF","BRK.A":"伯克希尔","ARKF":"ARK Fintech Innovation ETF"},"source_url":"https://www.thestreet.com/memestocks/reddit-trends/cathie-wood-vs-warren-buffett-who-will-win-in-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191124359","content_text":"Cathie Wood's Ark Innovation exchange-traded fund soared in 2020 thanks to its focus on technology and growth stocks. But now Berkshire Hathaway is gaining on ARKK.Ark Invest CEO Cathie Wood specializes in finding high-growth technology stocks. Her Ark Innovation ETF soared in 2020 as tech companies like Tesla made huge gains.However, high-growth tech stocks have fallen out of favor in recent months. With potential Federal Reserve interest rate hikes on the horizon, investors are looking for safety, rather than volatility. They're becoming wary of growth stocks, whose valuations are often stretched.With such a shift in investor mindset, it's no surprise that Warren Buffett's Berkshire Hathaway is on the rise. Buffett is a dyed-in-the-wool value investor. Through his holding company, he invests only in companies with strong fundamentals and earnings potential.Figure 1: Cathie Wood vs. Warren Buffett: Who Will Win in 2022?Ark Innovation: Shoot for the MoonA year ago, super-investor Cathie Wood and her Ark Innovation fund were the toast of Wall Street. The ETF had gained roughly 170% since the start of the pandemic.But since reaching an all-time high in February 2021, the ARK Innovation ETF has fallen more than 54%. The ETF hit a fresh 52-week low around $71 per share on January 21.Figure 2: ARKK vs. SPY performance.Besides Tesla, two of ARKK's top holdings were pandemic-era plays. Zoom was a pandemic darling through the stay-at-home trend. And Teladoc's remote medical services also benefited greatly from the pandemic.Now that doctor's offices are reopening and employees are returning to work, these businesses — and their stocks — have fallen out of favor. And the other growth stocks in the ARKK portfolio have been hurt by macroeconomic uncertainty, impending interest rate hikes, and anti-risk investor sentiment.But Cathie Wood's picks have great future potential. Even with their valuations stretched in the short term, we can justify long-term investments. Just don't look for them to repeat their historical peaks anytime soon.Berkshire Hathaway: Get Rich SlowlyIt's hard to dispute the Berkshire Hathaway strategy. Led by 91-year-old investing legend Warren Buffett, the holding company has had a successful track record that shows little sign of stopping, even though it's underperformed the benchmark since 2020.Figure 3: BRK (red), SPY (purple) and ARKK (blue) performance.Apple — the world's largest company by market cap — is Berkshire Hathaway's biggest holding, at nearly 50%. That's followed by Bank of America, American Express, and Coca-Cola. These are not growth stocks, Instead, they are companies with solid fundamentals that pay dividends and have cash to spare to generate value for shareholders.Throughout the years, Buffett has been also a strong bull on the American economy. Thanks to his decades of experience, he is able to see the U.S. economy's resilience and strength — compared to other economies around the globe — as a key to his successful investing track record.Buffett believes that long-term growth in companies with solid fundamentals will inevitably generate value for their investors in different market cycles. Some of his notorious quotes, such as “Someone is sitting in the shade today because someone planted a tree a long time ago” and “If you aren’t willing to own a stock for 10 years, don’t even think about owning it for 10 minutes,” reinforces his long-term view.Wood vs. Buffett: Who's the Winner?We'd say Warren Buffett is the winner here. He has managed to beat the market in difficult times, even if he has underperformed the market during periods of explosive growth.Cathie Wood's philosophy has many good points. But managing a high-risk portfolio is like walking a tightrope without a net. Although the Ark Innovation ETF has shown investors high rewards, it's not without high risk.","news_type":1,"symbols_score_info":{"ARKF":0.9,"ARKK":0.9,"ARKG":0.9,"BRK.A":0.9,"BRK.B":0.9}},"isVote":1,"tweetType":1,"viewCount":834,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639357371,"gmtCreate":1643179474033,"gmtModify":1643179499605,"author":{"id":"3585125163446793","authorId":"3585125163446793","name":"RobinChanKH","avatar":"https://static.tigerbbs.com/bf0ba843eca17a8812677bc4f2a46162","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585125163446793","idStr":"3585125163446793"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639357371","repostId":"2206839931","repostType":4,"repost":{"id":"2206839931","kind":"highlight","pubTimestamp":1643159234,"share":"https://www.laohu8.com/m/news/2206839931?lang=zh_CN&edition=full","pubTime":"2022-01-26 09:07","market":"us","language":"en","title":"These five signals will tell you when the Wall Street correction is over, says veteran strategist<blockquote>资深策略师表示，这五个信号将告诉你华尔街调整何时结束</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2206839931","media":"MarketWatch","summary":"Market volatility looks set to stick around, with stock futures dropping after a wild Wall Street se","content":"<p><html><head></head><body>Market volatility looks set to stick around, with stock futures dropping after a wild Wall Street session that harked back to 2008, as the S&amp;P 500  and Nasdaq  dug out of deep losses to close higher.</p><p><blockquote><html><head></head><body>市场波动似乎将持续下去，股票期货在经历了可追溯到2008年的疯狂华尔街交易后下跌，标普500和纳斯达克摆脱了深度跌幅，收盘走高。</body></html></blockquote></p><p><img src=\"https://static.tigerbbs.com/6299898c03b6402dcbb113b2e0d5d500\" tg-width=\"700\" tg-height=\"674\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p>&#34;At one point Monday it felt like we were in a full-blown crisis let alone a recession,&#34; noted Deutsche Bank strategist Jim Reid and his team. As JPMorgan reports, some individual investors threw in the towel on Monday, and ahead of a huge newsy week.</p><p><blockquote>德意志银行策略师吉姆·里德和他的团队指出：“周一，我们一度感觉自己陷入了全面危机，更不用说衰退了。”据摩根大通报道，一些个人投资者在周一认输了，这是一个巨大的新闻周。</blockquote></p><p>&#34;The next three days have the potential to make or break the U.S. equity market,&#34; Michael O&#39;Rourke, chief market strategist at JonesTrading, told clients. &#34;Tuesday, Microsoft reports earnings after the close. Wednesday is the FOMC [Federal Open Market Committee] decision, or more precisely nondecision day, and on Thursday, Apple reports earnings.&#34;</p><p><blockquote>JonesTrading首席市场策略师Michael O'Rourke对客户表示：“未来三天有可能决定美国股市的成败。”“周二，微软在收盘后公布财报。周三是FOMC（联邦公开市场委员会）做出决定，或者更准确地说是无决定日，周四，苹果公布财报。”</blockquote></p><p>And don&#39;t forget the brewing geopolitical troubles between the West and Russia over Ukraine.</p><p><blockquote>别忘了西方和俄罗斯在乌克兰问题上酝酿的地缘政治麻烦。</blockquote></p><p>With few expecting any move from the Federal Reserve this week, investors could face &#34;six weeks of investor limbo as they await the policy tightening cycle to commence,&#34; said O&#39;Rourke. Still, by late Thursday, they may at least have more Fed and earnings clarity.</p><p><blockquote>奥罗克表示，由于很少有人预计美联储本周会采取任何行动，投资者可能会面临“六周的投资者困境，等待政策紧缩周期的开始”。尽管如此，到周四晚些时候，他们至少可能会对美联储和盈利有更多的了解。</blockquote></p><p>Our call of the day comes from a team of strategists led by Barry Bannister at Stifel. The strategists are calling Monday&#39;s late rally a &#34;head fake,&#34; saying investors need five things to happen for stocks to bottom (they don&#39;t see this happening before late first quarter 2022) and the bull market to resume, and none of them look viable right now.</p><p><blockquote>我们今天的看涨期权来自Stifel的Barry Bannister领导的策略师团队。策略师称周一尾盘的反弹是“假的”，称投资者需要发生五件事才能让股市触底（他们认为这种情况在2022年第一季度末之前不会发生）并恢复牛市，但没有一件事现在看起来可行。</blockquote></p><p>One. A more dovish Fed, which would likely lower the 10-year Treasury Inflation-Protected Security real yield that has been pressuring growth stock price/earnings ratios. That&#39;s unlikely before the markets get the first rate increase, says Stifel.</p><p><blockquote>一。美联储更加鸽派，这可能会降低10年期国债通胀保值证券的实际收益率，该收益率一直在给成长型股票的市盈率带来压力。斯蒂菲尔表示，在市场首次加息之前，这种情况不太可能发生。</blockquote></p><p><img src=\"https://static.tigerbbs.com/83b52eb7aa303fdbbe10ddaa0eb2f313\" tg-width=\"700\" tg-height=\"935\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p>Two. The U.S. purchasing managers index for manufacturing index must bottom, which Stifel doesn&#39;t see happening before April. Often, the annual PMI index change correlates with or leads year-to-year S&amp;P 500 price, earnings per share and industrial production, they note.</p><p><blockquote>两个。美国制造业采购经理人指数必须触底，Stifel认为这种情况在4月份之前不会发生。他们指出，通常情况下，年度PMI指数变化与同比标普500价格、每股收益和工业生产相关或领先。</blockquote></p><p><img src=\"https://static.tigerbbs.com/06249e70d9dfd4fbfcca05669cd55d2a\" tg-width=\"700\" tg-height=\"457\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p>Three. Global M2 money supply -- that&#39;s money held by the public -- must bottom, and again this is unlikely until China&#39;s currency weakens.</p><p><blockquote>三个。全球M2货币供应量（即公众持有的货币）必须触底，而且在人民币走弱之前，这种情况不太可能发生。</blockquote></p><p>&#34;China is 37% of global money supply in dollar terms and a weaker Chinese yuan would send the dollar up and growth in global money supply in dollar terms down, tightening U.S. financial conditions and lower the P/E ratio for the S&amp;P 500,&#34; says Bannister and the team. So the next &#34;shoe to drop&#34; is a weaker yuan.</p><p><blockquote>“以美元计算，中国占全球货币供应量的37%，人民币走软将导致美元升值，而以美元计算的全球货币供应量增长下降，从而收紧美国金融状况并降低标普500的市盈率，”班尼斯特和他的团队说道。因此，下一个“要掉的鞋”是人民币走软。</blockquote></p><p>Four. S&amp;P 500 quarterly EPS &#34;beats&#34; minus &#34;misses,&#34; which have weakened since the second half of 2021 and have been pressuring stocks, need to calm down.</p><p><blockquote>四个。标普500季度每股收益“好于”减去“未达”，自2021年下半年以来一直疲软，并给股市带来压力，需要冷静下来。</blockquote></p><p>&#34;When EPS beats minus misses are under pressure, in this case falling below the long-term trend (blue line), investors in the S&amp;P 500 must learn to live with diminished policy support while also being subject to a lessening of the year/year change in S&amp;P 500 price,&#34; says Bannister and the team.</p><p><blockquote>“当每股收益超出预期面临压力时，在这种情况下低于长期趋势（蓝线），标普500的投资者必须学会接受政策支持的减少，同时也要受到年度/年度减少的影响标普500价格的变化，”班尼斯特和他的团队说。</blockquote></p><p><img src=\"https://static.tigerbbs.com/28adcdc4b43adb4a23dd1150473e5c7b\" tg-width=\"700\" tg-height=\"434\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p>Five. That geopolitical mess to the East must be settled without hurting U.S. consumers.</p><p><blockquote>五个。东方的地缘政治混乱必须在不伤害美国消费者的情况下得到解决。</blockquote></p><p>&#34;Ukraine events will matter: the West retaliating against a major global energy producer like Russia over possible Ukraine events may lead to a sharp decline in U.S. after-tax income after deducting household food &amp; energy costs,&#34; as shown in the below chart, says Bannister and the team.</p><p><blockquote>“乌克兰事件将很重要：西方因可能发生的乌克兰事件对俄罗斯等全球主要能源生产国进行报复，可能会导致美国扣除家庭食品和能源成本后税后收入大幅下降，”如下图所示，班尼斯特和他的团队说道。</blockquote></p><p>And when that happens, the Senate and U.S. House of Representatives are usually lost for the party in power,&#34; they add.</p><p><blockquote>当这种情况发生时，参议院和美国众议院通常会输给执政党，”他们补充道。</blockquote></p><p><img src=\"https://static.tigerbbs.com/bb3b450edd41ba498e1ae8b2e1e3124c\" tg-width=\"700\" tg-height=\"429\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p>Russia has designs on eastern Ukraine only, and has the &#34;nondollar reserves, power over EU energy flows, popular support in Russia and firepower to accomplish their goal of a USSR-style buffer zone separating them from the West,&#34; adds Bannister.</p><p><blockquote>班尼斯特补充道，俄罗斯只对乌克兰东部有计划，并且拥有“非美元储备、对欧盟能源流动的权力、俄罗斯的民众支持以及实现建立苏联式缓冲区将其与西方隔开的目标的火力”。</blockquote></p><p>Note, while Stifel have admitted it messed up with a summer 2021 correction call, in December it forecast the S&amp;P 500 would hit 4,200 by the first quarter, recommending investors take shelter in defensives and clear out of cyclicals. It also warned that the Fed losing its nerve on rate increases could lead to &#34;the third bubble in 100 years.&#34; </p><p><blockquote>请注意，虽然Stifel承认它搞砸了2021年夏季的回调看涨期权，但它在12月份预测标普500将在第一季度触及4,200点，建议投资者采取防御性措施并摆脱周期性股票。它还警告称，美联储对加息失去勇气可能会导致“100年来的第三次泡沫”。</blockquote></p><p></body></html></p><p><blockquote></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>These five signals will tell you when the Wall Street correction is over, says veteran strategist<blockquote>资深策略师表示，这五个信号将告诉你华尔街调整何时结束</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\">\nThese five signals will tell you when the Wall Street correction is over, says veteran strategist<blockquote>资深策略师表示，这五个信号将告诉你华尔街调整何时结束</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2022-01-26 09:07</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Market volatility looks set to stick around, with stock futures dropping after a wild Wall Street session that harked back to 2008, as the S&amp;P 500  and Nasdaq  dug out of deep losses to close higher.</p><p><blockquote><html><head></head><body>市场波动似乎将持续下去，股票期货在经历了可追溯到2008年的疯狂华尔街交易后下跌，标普500和纳斯达克摆脱了深度跌幅，收盘走高。</body></html></blockquote></p><p><img src=\"https://static.tigerbbs.com/6299898c03b6402dcbb113b2e0d5d500\" tg-width=\"700\" tg-height=\"674\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p>&#34;At one point Monday it felt like we were in a full-blown crisis let alone a recession,&#34; noted Deutsche Bank strategist Jim Reid and his team. As JPMorgan reports, some individual investors threw in the towel on Monday, and ahead of a huge newsy week.</p><p><blockquote>德意志银行策略师吉姆·里德和他的团队指出：“周一，我们一度感觉自己陷入了全面危机，更不用说衰退了。”据摩根大通报道，一些个人投资者在周一认输了，这是一个巨大的新闻周。</blockquote></p><p>&#34;The next three days have the potential to make or break the U.S. equity market,&#34; Michael O&#39;Rourke, chief market strategist at JonesTrading, told clients. &#34;Tuesday, Microsoft reports earnings after the close. Wednesday is the FOMC [Federal Open Market Committee] decision, or more precisely nondecision day, and on Thursday, Apple reports earnings.&#34;</p><p><blockquote>JonesTrading首席市场策略师Michael O'Rourke对客户表示：“未来三天有可能决定美国股市的成败。”“周二，微软在收盘后公布财报。周三是FOMC（联邦公开市场委员会）做出决定，或者更准确地说是无决定日，周四，苹果公布财报。”</blockquote></p><p>And don&#39;t forget the brewing geopolitical troubles between the West and Russia over Ukraine.</p><p><blockquote>别忘了西方和俄罗斯在乌克兰问题上酝酿的地缘政治麻烦。</blockquote></p><p>With few expecting any move from the Federal Reserve this week, investors could face &#34;six weeks of investor limbo as they await the policy tightening cycle to commence,&#34; said O&#39;Rourke. Still, by late Thursday, they may at least have more Fed and earnings clarity.</p><p><blockquote>奥罗克表示，由于很少有人预计美联储本周会采取任何行动，投资者可能会面临“六周的投资者困境，等待政策紧缩周期的开始”。尽管如此，到周四晚些时候，他们至少可能会对美联储和盈利有更多的了解。</blockquote></p><p>Our call of the day comes from a team of strategists led by Barry Bannister at Stifel. The strategists are calling Monday&#39;s late rally a &#34;head fake,&#34; saying investors need five things to happen for stocks to bottom (they don&#39;t see this happening before late first quarter 2022) and the bull market to resume, and none of them look viable right now.</p><p><blockquote>我们今天的看涨期权来自Stifel的Barry Bannister领导的策略师团队。策略师称周一尾盘的反弹是“假的”，称投资者需要发生五件事才能让股市触底（他们认为这种情况在2022年第一季度末之前不会发生）并恢复牛市，但没有一件事现在看起来可行。</blockquote></p><p>One. A more dovish Fed, which would likely lower the 10-year Treasury Inflation-Protected Security real yield that has been pressuring growth stock price/earnings ratios. That&#39;s unlikely before the markets get the first rate increase, says Stifel.</p><p><blockquote>一。美联储更加鸽派，这可能会降低10年期国债通胀保值证券的实际收益率，该收益率一直在给成长型股票的市盈率带来压力。斯蒂菲尔表示，在市场首次加息之前，这种情况不太可能发生。</blockquote></p><p><img src=\"https://static.tigerbbs.com/83b52eb7aa303fdbbe10ddaa0eb2f313\" tg-width=\"700\" tg-height=\"935\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p>Two. The U.S. purchasing managers index for manufacturing index must bottom, which Stifel doesn&#39;t see happening before April. Often, the annual PMI index change correlates with or leads year-to-year S&amp;P 500 price, earnings per share and industrial production, they note.</p><p><blockquote>两个。美国制造业采购经理人指数必须触底，Stifel认为这种情况在4月份之前不会发生。他们指出，通常情况下，年度PMI指数变化与同比标普500价格、每股收益和工业生产相关或领先。</blockquote></p><p><img src=\"https://static.tigerbbs.com/06249e70d9dfd4fbfcca05669cd55d2a\" tg-width=\"700\" tg-height=\"457\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p>Three. Global M2 money supply -- that&#39;s money held by the public -- must bottom, and again this is unlikely until China&#39;s currency weakens.</p><p><blockquote>三个。全球M2货币供应量（即公众持有的货币）必须触底，而且在人民币走弱之前，这种情况不太可能发生。</blockquote></p><p>&#34;China is 37% of global money supply in dollar terms and a weaker Chinese yuan would send the dollar up and growth in global money supply in dollar terms down, tightening U.S. financial conditions and lower the P/E ratio for the S&amp;P 500,&#34; says Bannister and the team. So the next &#34;shoe to drop&#34; is a weaker yuan.</p><p><blockquote>“以美元计算，中国占全球货币供应量的37%，人民币走软将导致美元升值，而以美元计算的全球货币供应量增长下降，从而收紧美国金融状况并降低标普500的市盈率，”班尼斯特和他的团队说道。因此，下一个“要掉的鞋”是人民币走软。</blockquote></p><p>Four. S&amp;P 500 quarterly EPS &#34;beats&#34; minus &#34;misses,&#34; which have weakened since the second half of 2021 and have been pressuring stocks, need to calm down.</p><p><blockquote>四个。标普500季度每股收益“好于”减去“未达”，自2021年下半年以来一直疲软，并给股市带来压力，需要冷静下来。</blockquote></p><p>&#34;When EPS beats minus misses are under pressure, in this case falling below the long-term trend (blue line), investors in the S&amp;P 500 must learn to live with diminished policy support while also being subject to a lessening of the year/year change in S&amp;P 500 price,&#34; says Bannister and the team.</p><p><blockquote>“当每股收益超出预期面临压力时，在这种情况下低于长期趋势（蓝线），标普500的投资者必须学会接受政策支持的减少，同时也要受到年度/年度减少的影响标普500价格的变化，”班尼斯特和他的团队说。</blockquote></p><p><img src=\"https://static.tigerbbs.com/28adcdc4b43adb4a23dd1150473e5c7b\" tg-width=\"700\" tg-height=\"434\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p>Five. That geopolitical mess to the East must be settled without hurting U.S. consumers.</p><p><blockquote>五个。东方的地缘政治混乱必须在不伤害美国消费者的情况下得到解决。</blockquote></p><p>&#34;Ukraine events will matter: the West retaliating against a major global energy producer like Russia over possible Ukraine events may lead to a sharp decline in U.S. after-tax income after deducting household food &amp; energy costs,&#34; as shown in the below chart, says Bannister and the team.</p><p><blockquote>“乌克兰事件将很重要：西方因可能发生的乌克兰事件对俄罗斯等全球主要能源生产国进行报复，可能会导致美国扣除家庭食品和能源成本后税后收入大幅下降，”如下图所示，班尼斯特和他的团队说道。</blockquote></p><p>And when that happens, the Senate and U.S. House of Representatives are usually lost for the party in power,&#34; they add.</p><p><blockquote>当这种情况发生时，参议院和美国众议院通常会输给执政党，”他们补充道。</blockquote></p><p><img src=\"https://static.tigerbbs.com/bb3b450edd41ba498e1ae8b2e1e3124c\" tg-width=\"700\" tg-height=\"429\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p>Russia has designs on eastern Ukraine only, and has the &#34;nondollar reserves, power over EU energy flows, popular support in Russia and firepower to accomplish their goal of a USSR-style buffer zone separating them from the West,&#34; adds Bannister.</p><p><blockquote>班尼斯特补充道，俄罗斯只对乌克兰东部有计划，并且拥有“非美元储备、对欧盟能源流动的权力、俄罗斯的民众支持以及实现建立苏联式缓冲区将其与西方隔开的目标的火力”。</blockquote></p><p>Note, while Stifel have admitted it messed up with a summer 2021 correction call, in December it forecast the S&amp;P 500 would hit 4,200 by the first quarter, recommending investors take shelter in defensives and clear out of cyclicals. It also warned that the Fed losing its nerve on rate increases could lead to &#34;the third bubble in 100 years.&#34; </p><p><blockquote>请注意，虽然Stifel承认它搞砸了2021年夏季的回调看涨期权，但它在12月份预测标普500将在第一季度触及4,200点，建议投资者采取防御性措施并摆脱周期性股票。它还警告称，美联储对加息失去勇气可能会导致“100年来的第三次泡沫”。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/these-five-signals-will-tell-you-when-the-wall-street-correction-is-over-says-veteran-strategist-11643113067?siteid=yhoof2\">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":{"MSFT":"微软",".IXIC":"NASDAQ Composite","BK4566":"资本集团","AXP":"美国运通","BK4528":"SaaS概念","BK4516":"特朗普概念",".SPX":"S&P 500 Index","BK4535":"淡马锡持仓","BK4206":"工业集团企业","BK4515":"5G概念","BK4538":"云计算","BK4504":"桥水持仓","BK4559":"巴菲特持仓","BK4166":"消费信贷","JNJ":"强生","BK4568":"美国抗疫概念","BK4108":"电影和娱乐","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","XRX":"施乐","BK4548":"巴美列捷福持仓","BK4170":"电脑硬件、储存设备及电脑周边","SPOT":"Spotify Technology S.A.","BK4134":"信息科技咨询与其它服务","BK4007":"制药","BK4525":"远程办公概念","MMM":"3M","BK4097":"系统软件","SPY":"标普500ETF","BK4532":"文艺复兴科技持仓","LMT":"洛克希德马丁","BK4564":"太空概念","BK4554":"元宇宙及AR概念","BK4187":"航天航空与国防","BK4512":"苹果概念","IBM":"IBM","BK4527":"明星科技股","BK4501":"段永平概念","VZ":"Verizon Comms","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4115":"综合电信业务",".DJI":"道琼斯","BK4503":"景林资产持仓"},"source_url":"https://www.marketwatch.com/story/these-five-signals-will-tell-you-when-the-wall-street-correction-is-over-says-veteran-strategist-11643113067?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2206839931","content_text":"Market volatility looks set to stick around, with stock futures dropping after a wild Wall Street session that harked back to 2008, as the S&P 500  and Nasdaq  dug out of deep losses to close higher.\"At one point Monday it felt like we were in a full-blown crisis let alone a recession,\" noted Deutsche Bank strategist Jim Reid and his team. As JPMorgan reports, some individual investors threw in the towel on Monday, and ahead of a huge newsy week.\"The next three days have the potential to make or break the U.S. equity market,\" Michael O'Rourke, chief market strategist at JonesTrading, told clients. \"Tuesday, Microsoft reports earnings after the close. Wednesday is the FOMC [Federal Open Market Committee] decision, or more precisely nondecision day, and on Thursday, Apple reports earnings.\"And don't forget the brewing geopolitical troubles between the West and Russia over Ukraine.With few expecting any move from the Federal Reserve this week, investors could face \"six weeks of investor limbo as they await the policy tightening cycle to commence,\" said O'Rourke. Still, by late Thursday, they may at least have more Fed and earnings clarity.Our call of the day comes from a team of strategists led by Barry Bannister at Stifel. The strategists are calling Monday's late rally a \"head fake,\" saying investors need five things to happen for stocks to bottom (they don't see this happening before late first quarter 2022) and the bull market to resume, and none of them look viable right now.One. A more dovish Fed, which would likely lower the 10-year Treasury Inflation-Protected Security real yield that has been pressuring growth stock price/earnings ratios. That's unlikely before the markets get the first rate increase, says Stifel.Two. The U.S. purchasing managers index for manufacturing index must bottom, which Stifel doesn't see happening before April. Often, the annual PMI index change correlates with or leads year-to-year S&P 500 price, earnings per share and industrial production, they note.Three. Global M2 money supply -- that's money held by the public -- must bottom, and again this is unlikely until China's currency weakens.\"China is 37% of global money supply in dollar terms and a weaker Chinese yuan would send the dollar up and growth in global money supply in dollar terms down, tightening U.S. financial conditions and lower the P/E ratio for the S&P 500,\" says Bannister and the team. So the next \"shoe to drop\" is a weaker yuan.Four. S&P 500 quarterly EPS \"beats\" minus \"misses,\" which have weakened since the second half of 2021 and have been pressuring stocks, need to calm down.\"When EPS beats minus misses are under pressure, in this case falling below the long-term trend (blue line), investors in the S&P 500 must learn to live with diminished policy support while also being subject to a lessening of the year/year change in S&P 500 price,\" says Bannister and the team.Five. That geopolitical mess to the East must be settled without hurting U.S. consumers.\"Ukraine events will matter: the West retaliating against a major global energy producer like Russia over possible Ukraine events may lead to a sharp decline in U.S. after-tax income after deducting household food & energy costs,\" as shown in the below chart, says Bannister and the team.And when that happens, the Senate and U.S. House of Representatives are usually lost for the party in power,\" they add.Russia has designs on eastern Ukraine only, and has the \"nondollar reserves, power over EU energy flows, popular support in Russia and firepower to accomplish their goal of a USSR-style buffer zone separating them from the West,\" adds Bannister.Note, while Stifel have admitted it messed up with a summer 2021 correction call, in December it forecast the S&P 500 would hit 4,200 by the first quarter, recommending investors take shelter in defensives and clear out of cyclicals. It also warned that the Fed losing its nerve on rate increases could lead to \"the third bubble in 100 years.\"","news_type":1,"symbols_score_info":{"XRX":1,"VZ":1,".IXIC":0.9,"AXP":1,"LMT":1,"MMM":1,"IBM":1,"SPOT":1,"SPY":0.6,".SPX":0.9,"JNJ":1,".DJI":0.9,"MSFT":0.74}},"isVote":1,"tweetType":1,"viewCount":1137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639958931,"gmtCreate":1643127486847,"gmtModify":1643127487340,"author":{"id":"3585125163446793","authorId":"3585125163446793","name":"RobinChanKH","avatar":"https://static.tigerbbs.com/bf0ba843eca17a8812677bc4f2a46162","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585125163446793","idStr":"3585125163446793"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639958931","repostId":"697422155","repostType":1,"repost":{"id":697422155,"gmtCreate":1642567058619,"gmtModify":1642589799449,"author":{"id":"3527667591235607","authorId":"3527667591235607","name":"OptionPlus","avatar":"https://static.tigerbbs.com/e8009c23927adcf8b5e1e1d101178392","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667591235607","idStr":"3527667591235607"},"themes":[],"title":"年度捡钱机会来了！最适合ATVI的期权操作！","htmlText":"“上帝给暴雪关上了一个door，就会给他开一扇Windows”。 <a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 在毫无征兆的情况下，宣布将以每股95美元的价格全现金<a target=\"_blank\" href=\"https://laohu8.com/S/ATVI\">$动视暴雪(ATVI)$</a> ，交易总价值687亿美元，较ATVI的前天收盘溢价45%。全球游戏玩家和股民炸开了锅。 这不仅是迄今为止全球游戏行业内规模最大的收购案，也是微软自1975年成立以来所进行的最大一笔收购。交易完成后，微软将获得动视暴雪和子公司King旗下所有工作室的运营管理权，暴雪旗下的游戏我就不细数了，80年代的回忆杀。全现金、明年完成！微软和暴雪的<a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata={&quot;liveId&quot;:&quot;16425609441647&quot;}\" target=\"_blank\">电话会</a>中显示双方都认为这个收购是完美的！说明交易成功性非常高，这对近期深陷丑闻漩涡暴雪来说无疑是迎来了一次涅槃重生的机会。而这笔交易的完成，也意味着微软将超过任天堂成为全球收入第三高的游戏公司，仅次于腾讯和索尼。微软CEO纳德拉表示，这笔交易将对微软下一步开发元宇宙发挥关键作用，这些游戏IP将是元宇宙的入口。 关于收购的分析今天已经很多，推荐大家看今天电话会的文字稿，非常具有前瞻指导。 <a href=\"https://laohu8.com/TW/697415374\" target=\"_blank\">微软687亿美元并购动视暴雪会议纪要完整版</a>","listText":"“上帝给暴雪关上了一个door，就会给他开一扇Windows”。 <a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 在毫无征兆的情况下，宣布将以每股95美元的价格全现金<a target=\"_blank\" href=\"https://laohu8.com/S/ATVI\">$动视暴雪(ATVI)$</a> ，交易总价值687亿美元，较ATVI的前天收盘溢价45%。全球游戏玩家和股民炸开了锅。 这不仅是迄今为止全球游戏行业内规模最大的收购案，也是微软自1975年成立以来所进行的最大一笔收购。交易完成后，微软将获得动视暴雪和子公司King旗下所有工作室的运营管理权，暴雪旗下的游戏我就不细数了，80年代的回忆杀。全现金、明年完成！微软和暴雪的<a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata={&quot;liveId&quot;:&quot;16425609441647&quot;}\" target=\"_blank\">电话会</a>中显示双方都认为这个收购是完美的！说明交易成功性非常高，这对近期深陷丑闻漩涡暴雪来说无疑是迎来了一次涅槃重生的机会。而这笔交易的完成，也意味着微软将超过任天堂成为全球收入第三高的游戏公司，仅次于腾讯和索尼。微软CEO纳德拉表示，这笔交易将对微软下一步开发元宇宙发挥关键作用，这些游戏IP将是元宇宙的入口。 关于收购的分析今天已经很多，推荐大家看今天电话会的文字稿，非常具有前瞻指导。 <a href=\"https://laohu8.com/TW/697415374\" target=\"_blank\">微软687亿美元并购动视暴雪会议纪要完整版</a>","text":"“上帝给暴雪关上了一个door，就会给他开一扇Windows”。 $微软(MSFT)$ 在毫无征兆的情况下，宣布将以每股95美元的价格全现金$动视暴雪(ATVI)$ ，交易总价值687亿美元，较ATVI的前天收盘溢价45%。全球游戏玩家和股民炸开了锅。 这不仅是迄今为止全球游戏行业内规模最大的收购案，也是微软自1975年成立以来所进行的最大一笔收购。交易完成后，微软将获得动视暴雪和子公司King旗下所有工作室的运营管理权，暴雪旗下的游戏我就不细数了，80年代的回忆杀。全现金、明年完成！微软和暴雪的电话会中显示双方都认为这个收购是完美的！说明交易成功性非常高，这对近期深陷丑闻漩涡暴雪来说无疑是迎来了一次涅槃重生的机会。而这笔交易的完成，也意味着微软将超过任天堂成为全球收入第三高的游戏公司，仅次于腾讯和索尼。微软CEO纳德拉表示，这笔交易将对微软下一步开发元宇宙发挥关键作用，这些游戏IP将是元宇宙的入口。 关于收购的分析今天已经很多，推荐大家看今天电话会的文字稿，非常具有前瞻指导。 微软687亿美元并购动视暴雪会议纪要完整版","images":[{"img":"https://static.tigerbbs.com/cd4d2f45c217529a7e6c7582585fd3ee","width":"890","height":"894"},{"img":"https://static.tigerbbs.com/96914bbe34bd1729e28e4b2efe18e428","width":"902","height":"922"},{"img":"https://static.tigerbbs.com/4bdd90625e539365f110b177070842bf","width":"1272","height":"372"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697422155","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1006,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630794844,"gmtCreate":1643037007209,"gmtModify":1643037007641,"author":{"id":"3585125163446793","authorId":"3585125163446793","name":"RobinChanKH","avatar":"https://static.tigerbbs.com/bf0ba843eca17a8812677bc4f2a46162","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585125163446793","idStr":"3585125163446793"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630794844","repostId":"2205009998","repostType":4,"isVote":1,"tweetType":1,"viewCount":958,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630794104,"gmtCreate":1643036999918,"gmtModify":1643037000381,"author":{"id":"3585125163446793","authorId":"3585125163446793","name":"RobinChanKH","avatar":"https://static.tigerbbs.com/bf0ba843eca17a8812677bc4f2a46162","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585125163446793","idStr":"3585125163446793"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/630794104","repostId":"2205009938","repostType":4,"isVote":1,"tweetType":1,"viewCount":1142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630794962,"gmtCreate":1643036992375,"gmtModify":1643036992810,"author":{"id":"3585125163446793","authorId":"3585125163446793","name":"RobinChanKH","avatar":"https://static.tigerbbs.com/bf0ba843eca17a8812677bc4f2a46162","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585125163446793","idStr":"3585125163446793"},"themes":[],"htmlText":"Pls like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/630794962","repostId":"1153487783","repostType":4,"repost":{"id":"1153487783","kind":"news","pubTimestamp":1643036174,"share":"https://www.laohu8.com/m/news/1153487783?lang=zh_CN&edition=full","pubTime":"2022-01-24 22:56","market":"us","language":"en","title":"Netflix Slumps Another 6%, Jefferies Says Content Alone Isn't Cutting It for TV Streamer<blockquote>杰富瑞(Jefferies)表示，Netflix股价又下跌6%，仅靠内容并不能影响电视流媒体业务</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1153487783","media":"Seeking Alpha","summary":"Investors sentiments about Netflix(NASDAQ:NFLX)failed to soften over the weekend as they sent the st","content":"<p><html><head></head><body><ul><li>Investors sentiments about Netflix(NASDAQ:NFLX)failed to soften over the weekend as they sent the streaming TV giant&#39;s shares down more than 6%, Monday, and Jefferies analyst Andrew Uerkiwitz cut his rating on the company&#39;s stock.</li><li>Uerkwitz took his view of Netflix (NFLX) to hold from buy, saying there is &#34;too much uncertainty in the near term&#34; surrounding the company following its disappointing quarterly report and outlook last week. On Thursday, Netflix (NFLX) said it added 8.28 million new subscribers during the fourth quarter of 2021, which fell short of its earlier forecasts of 8.5 million subscriber additions. Netflix (NFLX) also said it expects to add just 2.5 million subscribers during the first quarter of this year.</li><li>Those numbers did Netflix (NFLX) no favors on Wall Street, as investors drove the company&#39;s shares down almost 22% on Friday.</li><li>On Monday, Uerkwitz joined in what was a mostly negative chorus in response to Netflix&#39;s (NFLX) subscriber numbers, saying that after &#34;thinking through potential scenarios for what happens next&#34; for the company, it appears Netflix&#39;s (NFLX) spending on new content could be coming to a head.</li><li>&#34;Netflix subscribers are going nowhere,&#34; Uerkwitz said. &#34;However, the cost of acquiring the incremental subscriber has likely become too high.&#34;</li><li>Ueurwitz added that it seems like Netflix (NFLX) can&#39;t just rely on creating a sense of prestige, or exclusivity, around its own original content to drive multitudes of new subscribers to its service.</li><li>&#34;The best content slate we&#39;ve seen is doing little to drive [subscriber] growth,&#34; Uerkwitz said. &#34;If slower subscriber growth is the new normal, we would need to see a change in content [and] captial allocation coupled with a focus on new revenue streams to leverage the large user base [and] content library.&#34;</li><li>Over the weekend, TV ratings-measurement company Nielsen(NYSE:NLSN)released data from its &#34;Streaming Unwrapped 2021&#34; report, which showed Netflix (NFLX) claiming the top nine slots for original programming streamed online. The show<i>Lucifer</i>, topped the chart,with 18.34 billion minutes streamed last year.</li></ul></body></html></p><p><blockquote><html><head></head><body><ul><li>投资者对Netflix（纳斯达克股票代码：NFLX）的情绪在周末未能软化，导致这家流媒体电视巨头的股价周一下跌超过6%，杰富瑞(Jefferies)分析师Andrew Uerkiwitz下调了对该公司股票的评级。</li><li>Uerkwitz将Netflix(NFLX)的看法从买入调整为持有，他表示，在上周令人失望的季度报告和前景之后，该公司“短期内存在太多不确定性”。周四，Netflix(NFLX)表示，2021年第四季度新增用户828万，低于此前预测的新增用户850万。Netflix(NFLX)还表示，预计今年第一季度仅增加250万订阅用户。</li><li>这些数字在华尔街对Netflix(NFLX)没有任何好处，投资者周五导致该公司股价下跌近22%。</li><li>周一，Uerkwitz加入了对Netflix(NFLX)用户数量的负面回应，他表示，在“考虑了该公司接下来发生的潜在情况”后，Netflix(NFLX)在新内容上的支出似乎可能会达到顶峰。</li><li>Netflix, Inc.用户哪儿也去不了，”乌尔克维茨说。“然而，获取增量用户的成本可能太高了。”</li><li>Ueurwitz补充说，Netflix(NFLX)似乎不能仅仅依靠围绕其原创内容创造声望或排他性来吸引大量新订阅者使用其服务。</li><li>“我们所见过的最好的内容对推动[订户]增长几乎没有什么作用，”乌尔克维茨说。“如果订户增长放缓成为新常态，我们需要看到内容[和]资本配置的变化，同时关注新的收入来源，以利用庞大的用户群[和]内容库。”</li><li>周末，电视收视率测量公司尼尔森（纽约证券交易所股票代码：NLSN）发布了其“2021年流媒体Unwrapped”报告中的数据，该报告显示Netflix（NFLX）占据了在线流媒体原创节目的前九名。节目<i>路西法</i>，以183.4亿分钟的流媒体播放量位居榜首。</li></ul></body></html></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>Netflix Slumps Another 6%, Jefferies Says Content Alone Isn't Cutting It for TV Streamer<blockquote>杰富瑞(Jefferies)表示，Netflix股价又下跌6%，仅靠内容并不能影响电视流媒体业务</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\">\nNetflix Slumps Another 6%, Jefferies Says Content Alone Isn't Cutting It for TV Streamer<blockquote>杰富瑞(Jefferies)表示，Netflix股价又下跌6%，仅靠内容并不能影响电视流媒体业务</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\">2022-01-24 22:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><ul><li>Investors sentiments about Netflix(NASDAQ:NFLX)failed to soften over the weekend as they sent the streaming TV giant&#39;s shares down more than 6%, Monday, and Jefferies analyst Andrew Uerkiwitz cut his rating on the company&#39;s stock.</li><li>Uerkwitz took his view of Netflix (NFLX) to hold from buy, saying there is &#34;too much uncertainty in the near term&#34; surrounding the company following its disappointing quarterly report and outlook last week. On Thursday, Netflix (NFLX) said it added 8.28 million new subscribers during the fourth quarter of 2021, which fell short of its earlier forecasts of 8.5 million subscriber additions. Netflix (NFLX) also said it expects to add just 2.5 million subscribers during the first quarter of this year.</li><li>Those numbers did Netflix (NFLX) no favors on Wall Street, as investors drove the company&#39;s shares down almost 22% on Friday.</li><li>On Monday, Uerkwitz joined in what was a mostly negative chorus in response to Netflix&#39;s (NFLX) subscriber numbers, saying that after &#34;thinking through potential scenarios for what happens next&#34; for the company, it appears Netflix&#39;s (NFLX) spending on new content could be coming to a head.</li><li>&#34;Netflix subscribers are going nowhere,&#34; Uerkwitz said. &#34;However, the cost of acquiring the incremental subscriber has likely become too high.&#34;</li><li>Ueurwitz added that it seems like Netflix (NFLX) can&#39;t just rely on creating a sense of prestige, or exclusivity, around its own original content to drive multitudes of new subscribers to its service.</li><li>&#34;The best content slate we&#39;ve seen is doing little to drive [subscriber] growth,&#34; Uerkwitz said. &#34;If slower subscriber growth is the new normal, we would need to see a change in content [and] captial allocation coupled with a focus on new revenue streams to leverage the large user base [and] content library.&#34;</li><li>Over the weekend, TV ratings-measurement company Nielsen(NYSE:NLSN)released data from its &#34;Streaming Unwrapped 2021&#34; report, which showed Netflix (NFLX) claiming the top nine slots for original programming streamed online. The show<i>Lucifer</i>, topped the chart,with 18.34 billion minutes streamed last year.</li></ul></body></html></p><p><blockquote><html><head></head><body><ul><li>投资者对Netflix（纳斯达克股票代码：NFLX）的情绪在周末未能软化，导致这家流媒体电视巨头的股价周一下跌超过6%，杰富瑞(Jefferies)分析师Andrew Uerkiwitz下调了对该公司股票的评级。</li><li>Uerkwitz将Netflix(NFLX)的看法从买入调整为持有，他表示，在上周令人失望的季度报告和前景之后，该公司“短期内存在太多不确定性”。周四，Netflix(NFLX)表示，2021年第四季度新增用户828万，低于此前预测的新增用户850万。Netflix(NFLX)还表示，预计今年第一季度仅增加250万订阅用户。</li><li>这些数字在华尔街对Netflix(NFLX)没有任何好处，投资者周五导致该公司股价下跌近22%。</li><li>周一，Uerkwitz加入了对Netflix(NFLX)用户数量的负面回应，他表示，在“考虑了该公司接下来发生的潜在情况”后，Netflix(NFLX)在新内容上的支出似乎可能会达到顶峰。</li><li>Netflix, Inc.用户哪儿也去不了，”乌尔克维茨说。“然而，获取增量用户的成本可能太高了。”</li><li>Ueurwitz补充说，Netflix(NFLX)似乎不能仅仅依靠围绕其原创内容创造声望或排他性来吸引大量新订阅者使用其服务。</li><li>“我们所见过的最好的内容对推动[订户]增长几乎没有什么作用，”乌尔克维茨说。“如果订户增长放缓成为新常态，我们需要看到内容[和]资本配置的变化，同时关注新的收入来源，以利用庞大的用户群[和]内容库。”</li><li>周末，电视收视率测量公司尼尔森（纽约证券交易所股票代码：NLSN）发布了其“2021年流媒体Unwrapped”报告中的数据，该报告显示Netflix（NFLX）占据了在线流媒体原创节目的前九名。节目<i>路西法</i>，以183.4亿分钟的流媒体播放量位居榜首。</li></ul></body></html></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3790719-netflix-slumps-another-6-jefferies-says-content-alone-isnt-cutting-it-for-tv-streamer\">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":{"NFLX":"奈飞"},"source_url":"https://seekingalpha.com/news/3790719-netflix-slumps-another-6-jefferies-says-content-alone-isnt-cutting-it-for-tv-streamer","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153487783","content_text":"Investors sentiments about Netflix(NASDAQ:NFLX)failed to soften over the weekend as they sent the streaming TV giant's shares down more than 6%, Monday, and Jefferies analyst Andrew Uerkiwitz cut his rating on the company's stock.Uerkwitz took his view of Netflix (NFLX) to hold from buy, saying there is \"too much uncertainty in the near term\" surrounding the company following its disappointing quarterly report and outlook last week. On Thursday, Netflix (NFLX) said it added 8.28 million new subscribers during the fourth quarter of 2021, which fell short of its earlier forecasts of 8.5 million subscriber additions. Netflix (NFLX) also said it expects to add just 2.5 million subscribers during the first quarter of this year.Those numbers did Netflix (NFLX) no favors on Wall Street, as investors drove the company's shares down almost 22% on Friday.On Monday, Uerkwitz joined in what was a mostly negative chorus in response to Netflix's (NFLX) subscriber numbers, saying that after \"thinking through potential scenarios for what happens next\" for the company, it appears Netflix's (NFLX) spending on new content could be coming to a head.\"Netflix subscribers are going nowhere,\" Uerkwitz said. \"However, the cost of acquiring the incremental subscriber has likely become too high.\"Ueurwitz added that it seems like Netflix (NFLX) can't just rely on creating a sense of prestige, or exclusivity, around its own original content to drive multitudes of new subscribers to its service.\"The best content slate we've seen is doing little to drive [subscriber] growth,\" Uerkwitz said. \"If slower subscriber growth is the new normal, we would need to see a change in content [and] captial allocation coupled with a focus on new revenue streams to leverage the large user base [and] content library.\"Over the weekend, TV ratings-measurement company Nielsen(NYSE:NLSN)released data from its \"Streaming Unwrapped 2021\" report, which showed Netflix (NFLX) claiming the top nine slots for original programming streamed online. The showLucifer, topped the chart,with 18.34 billion minutes streamed last year.","news_type":1,"symbols_score_info":{"NFLX":0.9}},"isVote":1,"tweetType":1,"viewCount":549,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630287240,"gmtCreate":1642909976453,"gmtModify":1642909976937,"author":{"id":"3585125163446793","authorId":"3585125163446793","name":"RobinChanKH","avatar":"https://static.tigerbbs.com/bf0ba843eca17a8812677bc4f2a46162","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585125163446793","idStr":"3585125163446793"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630287240","repostId":"2205217480","repostType":4,"isVote":1,"tweetType":1,"viewCount":719,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630287676,"gmtCreate":1642909912575,"gmtModify":1642909913056,"author":{"id":"3585125163446793","authorId":"3585125163446793","name":"RobinChanKH","avatar":"https://static.tigerbbs.com/bf0ba843eca17a8812677bc4f2a46162","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585125163446793","idStr":"3585125163446793"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630287676","repostId":"2205248240","repostType":4,"isVote":1,"tweetType":1,"viewCount":1099,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697377714,"gmtCreate":1642326979079,"gmtModify":1642326979504,"author":{"id":"3585125163446793","authorId":"3585125163446793","name":"RobinChanKH","avatar":"https://static.tigerbbs.com/bf0ba843eca17a8812677bc4f2a46162","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585125163446793","idStr":"3585125163446793"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697377714","repostId":"2203201745","repostType":4,"isVote":1,"tweetType":1,"viewCount":1069,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697394865,"gmtCreate":1642261838554,"gmtModify":1642261839039,"author":{"id":"3585125163446793","authorId":"3585125163446793","name":"RobinChanKH","avatar":"https://static.tigerbbs.com/bf0ba843eca17a8812677bc4f2a46162","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585125163446793","idStr":"3585125163446793"},"themes":[],"htmlText":"Both?&nbsp;","listText":"Both?&nbsp;","text":"Both?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/697394865","repostId":"2203712801","repostType":4,"isVote":1,"tweetType":1,"viewCount":1517,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":831913939,"gmtCreate":1629278706521,"gmtModify":1633686028626,"author":{"id":"3585125163446793","authorId":"3585125163446793","name":"RobinChanKH","avatar":"https://static.tigerbbs.com/bf0ba843eca17a8812677bc4f2a46162","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585125163446793","idStr":"3585125163446793"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/831913939","repostId":"1135590778","repostType":4,"repost":{"id":"1135590778","kind":"news","pubTimestamp":1629277463,"share":"https://www.laohu8.com/m/news/1135590778?lang=zh_CN&edition=full","pubTime":"2021-08-18 17:04","market":"us","language":"en","title":"2 New ETF Opportunities To Consider, As The Investment Market Grows<blockquote>随着投资市场的增长，需要考虑2个新的ETF机会</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1135590778","media":"investing.com","summary":"The amount of money managed by exchange-traded funds (ETFs) continues to grow significantly. “In the","content":"<p>The amount of money managed by exchange-traded funds (ETFs) continues to grow significantly. “In the first five months of 2021, ETF net inflows are nearly $282 billion… Over the last three years, US ETF net inflows were $1.2 trillion,” according to recentmetrics.</p><p><blockquote>交易所交易基金（ETF）管理的资金量继续大幅增长。根据recentmetrics的数据，“2021年前五个月，ETF净流入近2820亿美元……过去三年，美国ETF净流入为1.2万亿美元。”</blockquote></p><p> At the same times, new ETFs are launched on Wall Street. According to the New York Stock Exchange (NYSE), there are currently 2,567 ETFs listed stateside. In the first six months of theyear, “127 new active ETFs launched and 24 issuers entered the market for the first time, bringing the total number of firms with active strategies to 117.”</p><p><blockquote>与此同时，新的ETF在华尔街推出。根据纽约证券交易所(NYSE)的数据，目前有2,567只ETF在美国上市。今年前六个月，“新推出127只主动ETF，24家发行人首次入市，主动策略公司总数达到117家。”</blockquote></p><p> Today, we introduce two such new ETFs that could appeal to a range of readers. Both funds are still small and deserve closer study by potential investors as they do not yet have much trading history.</p><p><blockquote>今天，我们介绍两只此类新ETF，它们可能会吸引一系列读者。这两只基金的规模仍然很小，值得潜在投资者仔细研究，因为它们还没有太多的交易历史。</blockquote></p><p> 1. <a href=\"https://laohu8.com/S/BOAT\">SonicShares Global Shipping ETF</a> </p><p><blockquote>1.<a href=\"https://laohu8.com/S/BOAT\">SonicShares全球航运ETF</a></blockquote></p><p> <ul>  <li><b>Current Price:</b>&nbsp;$26.86</li>  <li><b>52-Week Range:</b>&nbsp;$24.49 - $27.07</li>  <li><b>Expense Ratio:</b>&nbsp;0.69% per year</li> </ul> The Organisation for Economic Co-operation and Development (OECD)&nbsp;highlights,</p><p><blockquote><ul><li><b>当前价格：</b> $26.86</li><li><b>52周范围：</b> $24.49-$27.07</li><li><b>费用比率：</b>每年0.69%</li></ul>经济合作与发展组织（OECD）强调，</blockquote></p><p>   “The main transport mode for global trade is ocean shipping: around 90% of traded goods are carried over the waves… As demand for global freight increases, maritime trade volumes are set to triple to 2050.”  Our first fund, the&nbsp;<b><a href=\"https://laohu8.com/S/BOAT\">SonicShares Global Shipping ETF</a></b>, gives exposure to global shipping companies, which transport goods and raw materials, including consumer and industrial products, vehicles, dry bulk,&nbsp;crude oil&nbsp;and liquefied&nbsp;natural gas.</p><p><blockquote>“全球贸易的主要运输方式是海运：大约90%的贸易货物是通过海浪运输的……随着全球货运需求的增加，到2050年，海上贸易量将增加两倍。”我们的第一只基金<b><a href=\"https://laohu8.com/S/BOAT\">SonicShares全球航运ETF</a></b>，向运输货物和原材料的全球航运公司提供投资，包括消费品和工业产品、车辆、干散货、原油和液化天然气。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c17ae8fcabe61ebafdaf066166380db5\" tg-width=\"2536\" tg-height=\"1292\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">BOAT Weekly</p><p><blockquote>船周刊</blockquote></p><p> BOAT, which has 46 holdings, tracks the returns of the Solactive Global Shipping Index. The fund started trading on Aug. 4, and has around $1.32 million in assets.</p><p><blockquote>BOAT持有46只股票，跟踪Solactive全球航运指数的回报。该基金于8月4日开始交易，资产约为132万美元。</blockquote></p><p> In terms of the sub-sectoral breakdown, the Container Deep Sea &amp; Offshore Shipping sector makes up the highest portion with 53%, followed by the Dry Bulk Deep Sea &amp; Offshore Shipping and the Crude Oil Transportation sectors with 15% and 11%, respectively. The largest 10 holdings account for over 60% of the fund.</p><p><blockquote>从分行业细分来看，集装箱深海及近海运输行业占比最高，为53%，其次是干散货深海及近海运输和原油运输行业，分别为15%和11%。前10大持股占该基金的60%以上。</blockquote></p><p> Japanese groups&nbsp;<b><a href=\"https://laohu8.com/S/MSLOY\">Mitsui O.S.K. Lines Ltd.</a></b>&nbsp;and&nbsp;<b><a href=\"https://laohu8.com/S/KAIKY\">Kawasaki Kisen Kaisha, Ltd.</a></b>, Germany-headquartered&nbsp;<b>Hapag Lloyd</b>&nbsp;(DE:&nbsp;HLAG), Denmark-based<b><a href=\"https://laohu8.com/S/AMKBY\">A.P. Moeller-Maersk A/S</a> </b>and Honolulu, Hawaii-headquartered&nbsp;<b><a href=\"https://laohu8.com/S/MATX\">Matson</a></b> lead the names in the roster.</p><p><blockquote>日本团体<b><a href=\"https://laohu8.com/S/MSLOY\">三井公司。航运有限公司。</a></b>和<b><a href=\"https://laohu8.com/S/KAIKY\">川崎汽船株式会社。</a></b>，总部位于德国<b>赫伯罗特</b>（DE：HLAG），总部位于丹麦<b><a href=\"https://laohu8.com/S/AMKBY\">A.P.默勒-马士基公司</a></b>总部位于夏威夷檀香山<b><a href=\"https://laohu8.com/S/MATX\">马特森</a></b>在花名册上领先。</blockquote></p><p> Since inception, the fund is up about 7%. Those readers wishing to include a pure-play maritime shipping company ETF in their portfolios should keep the fund on their radar. The names in BOAT are likely to benefit from the potential growth in global shipping as well as continued economic recovery.</p><p><blockquote>自成立以来，该基金已上涨约7%。那些希望将纯粹的海运公司ETF纳入其投资组合的读者应该关注该基金。船上的名字可能会受益于全球航运业的潜在增长以及持续的经济复苏。</blockquote></p><p> 2. Viridi Cleaner Energy Crypto Mining &amp; Semiconductor ETF</p><p><blockquote>2.Viridi清洁能源加密货币挖矿和半导体ETF</blockquote></p><p> <ul>  <li><b>Current Price:</b>&nbsp;$32.58</li>  <li><b>52-Week Range:</b>&nbsp;$24.28 - $38.48</li>  <li><b>Expense Ratio:</b>&nbsp;0.90% per year</li> </ul> Our second fund could appeal to readers interested in the environmental impact of increased crypto mining and trading levels. Earlier in the year, Elon Musk, CEO of&nbsp;<a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a>, made the headlines when he&nbsp;said&nbsp;the company would not accept&nbsp;Bitcoin&nbsp;because of the high levels of energy consumption during mining.</p><p><blockquote><ul><li><b>当前价格：</b> $32.58</li><li><b>52周范围：</b> $24.28-$38.48</li><li><b>费用比率：</b>每年0.90%</li></ul>我们的第二只基金可能会吸引对加密货币挖掘和交易水平增加对环境影响感兴趣的读者。今年早些时候，首席执行官埃隆·马斯克<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>当他表示公司不会接受比特币，因为采矿过程中的能源消耗很高时，他成为了头条新闻。</blockquote></p><p> Nic Carter of Harvard Business Review&nbsp;highlights, “Bitcoin consumes as much energy as a small country.” And according to the&nbsp;Cambridge Bitcoin Electricity Consumption Index(CBECI), “the amount of electricity consumed by the Bitcoin network in a single year… could satisfy the total electricity needs of the entire University of Cambridge for 627 years [or] could power all tea kettles used to boil water in the UK for 19 years.”</p><p><blockquote>《哈佛商业评论》的Nic Carter强调，“比特币消耗的能源相当于一个小国。”根据剑桥比特币电力消耗指数（CBECI），“比特币网络一年消耗的电量……可以满足整个剑桥大学627年的总电力需求[或者]可以为英国所有用来烧水的茶壶供电19年。”</blockquote></p><p> Put another way, the “crypto-rush” comes with an environmental catch that is of concern to many investors worldwide. In recent months, numerous groups have extended their support for the&nbsp;Crypto Climate Accord.</p><p><blockquote>换句话说，“加密货币热潮”伴随着全球许多投资者关注的环境问题。近几个月来，许多团体都扩大了对加密气候协议的支持。</blockquote></p><p> The&nbsp;<b><a href=\"https://laohu8.com/S/RIGZ\">Viridi Clean Energy Crypto Mining &amp; Semiconductor ETF</a></b>, an actively managed fund, is focusing on the use of renewable energy in crypto mining. It does not hold digital assets directly. Instead, the ETF invests in semiconductor names as well as crypto miners and mining hardware groups with cleaner energy policies.</p><p><blockquote>The<b><a href=\"https://laohu8.com/S/RIGZ\">Viridi清洁能源加密货币挖矿和半导体ETF</a></b>是一只主动管理型基金，专注于可再生能源在加密货币挖矿中的使用。它不直接持有数字资产。相反，该ETF投资于半导体公司以及拥有清洁能源政策的加密货币矿商和采矿硬件集团。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/362d8e3aaa1a806308628a1a2986a73d\" tg-width=\"2544\" tg-height=\"1288\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">RIGZ Weekly</p><p><blockquote>里格兹周刊</blockquote></p><p></p><p> RIGZ, which has 19 holdings, started trading in July 2021, and has around $6.2 million in assets. The fund’s top 10 holdings account for over 70% of all holdings in the fund.</p><p><blockquote>RIGZ持有19股股份，于2021年7月开始交易，资产约为620万美元。该基金前十大持股占该基金全部持股的70%以上。</blockquote></p><p> Among the top names in the roster are the blockchain infrastructure and crypto mining companies&nbsp;<b><a href=\"https://laohu8.com/S/BITF\">Bitfarms Ltd.</a></b>,&nbsp;<b><a href=\"https://laohu8.com/S/HUT\">Hut 8 Mining Corp</a></b>,&nbsp;<b><a href=\"https://laohu8.com/S/MARA\">Marathon Digital Holdings Inc</a></b>, and&nbsp;<b><a href=\"https://laohu8.com/S/HSSHF\">DIGIHOST TECHNOLOGY INC.</a></b>, as well electronics group&nbsp;<b><a href=\"https://laohu8.com/S/SSNLF\">Samsung Electronics Co., Ltd.</a></b>&nbsp;and chip heavyweights&nbsp;<b><a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a></b> and&nbsp;<b>Advanced Micro Devices</b>(NASDAQ:&nbsp;<a href=\"https://laohu8.com/S/AMD\">AMD</a>).</p><p><blockquote>名单中名列前茅的是区块链基础设施和加密货币挖矿公司<b><a href=\"https://laohu8.com/S/BITF\">比特农场有限公司。</a></b>, <b><a href=\"https://laohu8.com/S/HUT\">Hut 8矿业公司</a></b>, <b><a href=\"https://laohu8.com/S/MARA\">马拉松数字控股公司</a></b>，和<b><a href=\"https://laohu8.com/S/HSSHF\">数码主机技术公司。</a></b>，以及电子集团<b><a href=\"https://laohu8.com/S/SSNLF\">三星电子有限公司。</a></b>和芯片重量级<b><a href=\"https://laohu8.com/S/NVDA\">英伟达公司</a></b>和<b>先进微设备公司</b>（纳斯达克：<a href=\"https://laohu8.com/S/AMD\">AMD</a>).</blockquote></p><p> Since its inception in July, the fund is up close to 40%. The recovery in the price of Bitcoin as well as the strength in chip stocks have provided tailwinds for the fund. Those investors who believe the crypto space will become greener sooner than later might consider researching RIGZ further.</p><p><blockquote>自7月份成立以来，该基金已上涨近40%。比特币价格的回升以及芯片股的走强为该基金提供了推动力。那些相信加密货币领域迟早会变得更加环保的投资者可能会考虑进一步研究RIGZ。</blockquote></p><p></p>","source":"lsy1594375853987","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>2 New ETF Opportunities To Consider, As The Investment Market Grows<blockquote>随着投资市场的增长，需要考虑2个新的ETF机会</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\">\n2 New ETF Opportunities To Consider, As The Investment Market Grows<blockquote>随着投资市场的增长，需要考虑2个新的ETF机会</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">investing.com</strong><span class=\"h-time small\">2021-08-18 17:04</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The amount of money managed by exchange-traded funds (ETFs) continues to grow significantly. “In the first five months of 2021, ETF net inflows are nearly $282 billion… Over the last three years, US ETF net inflows were $1.2 trillion,” according to recentmetrics.</p><p><blockquote>交易所交易基金（ETF）管理的资金量继续大幅增长。根据recentmetrics的数据，“2021年前五个月，ETF净流入近2820亿美元……过去三年，美国ETF净流入为1.2万亿美元。”</blockquote></p><p> At the same times, new ETFs are launched on Wall Street. According to the New York Stock Exchange (NYSE), there are currently 2,567 ETFs listed stateside. In the first six months of theyear, “127 new active ETFs launched and 24 issuers entered the market for the first time, bringing the total number of firms with active strategies to 117.”</p><p><blockquote>与此同时，新的ETF在华尔街推出。根据纽约证券交易所(NYSE)的数据，目前有2,567只ETF在美国上市。今年前六个月，“新推出127只主动ETF，24家发行人首次入市，主动策略公司总数达到117家。”</blockquote></p><p> Today, we introduce two such new ETFs that could appeal to a range of readers. Both funds are still small and deserve closer study by potential investors as they do not yet have much trading history.</p><p><blockquote>今天，我们介绍两只此类新ETF，它们可能会吸引一系列读者。这两只基金的规模仍然很小，值得潜在投资者仔细研究，因为它们还没有太多的交易历史。</blockquote></p><p> 1. <a href=\"https://laohu8.com/S/BOAT\">SonicShares Global Shipping ETF</a> </p><p><blockquote>1.<a href=\"https://laohu8.com/S/BOAT\">SonicShares全球航运ETF</a></blockquote></p><p> <ul>  <li><b>Current Price:</b>&nbsp;$26.86</li>  <li><b>52-Week Range:</b>&nbsp;$24.49 - $27.07</li>  <li><b>Expense Ratio:</b>&nbsp;0.69% per year</li> </ul> The Organisation for Economic Co-operation and Development (OECD)&nbsp;highlights,</p><p><blockquote><ul><li><b>当前价格：</b> $26.86</li><li><b>52周范围：</b> $24.49-$27.07</li><li><b>费用比率：</b>每年0.69%</li></ul>经济合作与发展组织（OECD）强调，</blockquote></p><p>   “The main transport mode for global trade is ocean shipping: around 90% of traded goods are carried over the waves… As demand for global freight increases, maritime trade volumes are set to triple to 2050.”  Our first fund, the&nbsp;<b><a href=\"https://laohu8.com/S/BOAT\">SonicShares Global Shipping ETF</a></b>, gives exposure to global shipping companies, which transport goods and raw materials, including consumer and industrial products, vehicles, dry bulk,&nbsp;crude oil&nbsp;and liquefied&nbsp;natural gas.</p><p><blockquote>“全球贸易的主要运输方式是海运：大约90%的贸易货物是通过海浪运输的……随着全球货运需求的增加，到2050年，海上贸易量将增加两倍。”我们的第一只基金<b><a href=\"https://laohu8.com/S/BOAT\">SonicShares全球航运ETF</a></b>，向运输货物和原材料的全球航运公司提供投资，包括消费品和工业产品、车辆、干散货、原油和液化天然气。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c17ae8fcabe61ebafdaf066166380db5\" tg-width=\"2536\" tg-height=\"1292\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">BOAT Weekly</p><p><blockquote>船周刊</blockquote></p><p> BOAT, which has 46 holdings, tracks the returns of the Solactive Global Shipping Index. The fund started trading on Aug. 4, and has around $1.32 million in assets.</p><p><blockquote>BOAT持有46只股票，跟踪Solactive全球航运指数的回报。该基金于8月4日开始交易，资产约为132万美元。</blockquote></p><p> In terms of the sub-sectoral breakdown, the Container Deep Sea &amp; Offshore Shipping sector makes up the highest portion with 53%, followed by the Dry Bulk Deep Sea &amp; Offshore Shipping and the Crude Oil Transportation sectors with 15% and 11%, respectively. The largest 10 holdings account for over 60% of the fund.</p><p><blockquote>从分行业细分来看，集装箱深海及近海运输行业占比最高，为53%，其次是干散货深海及近海运输和原油运输行业，分别为15%和11%。前10大持股占该基金的60%以上。</blockquote></p><p> Japanese groups&nbsp;<b><a href=\"https://laohu8.com/S/MSLOY\">Mitsui O.S.K. Lines Ltd.</a></b>&nbsp;and&nbsp;<b><a href=\"https://laohu8.com/S/KAIKY\">Kawasaki Kisen Kaisha, Ltd.</a></b>, Germany-headquartered&nbsp;<b>Hapag Lloyd</b>&nbsp;(DE:&nbsp;HLAG), Denmark-based<b><a href=\"https://laohu8.com/S/AMKBY\">A.P. Moeller-Maersk A/S</a> </b>and Honolulu, Hawaii-headquartered&nbsp;<b><a href=\"https://laohu8.com/S/MATX\">Matson</a></b> lead the names in the roster.</p><p><blockquote>日本团体<b><a href=\"https://laohu8.com/S/MSLOY\">三井公司。航运有限公司。</a></b>和<b><a href=\"https://laohu8.com/S/KAIKY\">川崎汽船株式会社。</a></b>，总部位于德国<b>赫伯罗特</b>（DE：HLAG），总部位于丹麦<b><a href=\"https://laohu8.com/S/AMKBY\">A.P.默勒-马士基公司</a></b>总部位于夏威夷檀香山<b><a href=\"https://laohu8.com/S/MATX\">马特森</a></b>在花名册上领先。</blockquote></p><p> Since inception, the fund is up about 7%. Those readers wishing to include a pure-play maritime shipping company ETF in their portfolios should keep the fund on their radar. The names in BOAT are likely to benefit from the potential growth in global shipping as well as continued economic recovery.</p><p><blockquote>自成立以来，该基金已上涨约7%。那些希望将纯粹的海运公司ETF纳入其投资组合的读者应该关注该基金。船上的名字可能会受益于全球航运业的潜在增长以及持续的经济复苏。</blockquote></p><p> 2. Viridi Cleaner Energy Crypto Mining &amp; Semiconductor ETF</p><p><blockquote>2.Viridi清洁能源加密货币挖矿和半导体ETF</blockquote></p><p> <ul>  <li><b>Current Price:</b>&nbsp;$32.58</li>  <li><b>52-Week Range:</b>&nbsp;$24.28 - $38.48</li>  <li><b>Expense Ratio:</b>&nbsp;0.90% per year</li> </ul> Our second fund could appeal to readers interested in the environmental impact of increased crypto mining and trading levels. Earlier in the year, Elon Musk, CEO of&nbsp;<a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a>, made the headlines when he&nbsp;said&nbsp;the company would not accept&nbsp;Bitcoin&nbsp;because of the high levels of energy consumption during mining.</p><p><blockquote><ul><li><b>当前价格：</b> $32.58</li><li><b>52周范围：</b> $24.28-$38.48</li><li><b>费用比率：</b>每年0.90%</li></ul>我们的第二只基金可能会吸引对加密货币挖掘和交易水平增加对环境影响感兴趣的读者。今年早些时候，首席执行官埃隆·马斯克<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>当他表示公司不会接受比特币，因为采矿过程中的能源消耗很高时，他成为了头条新闻。</blockquote></p><p> Nic Carter of Harvard Business Review&nbsp;highlights, “Bitcoin consumes as much energy as a small country.” And according to the&nbsp;Cambridge Bitcoin Electricity Consumption Index(CBECI), “the amount of electricity consumed by the Bitcoin network in a single year… could satisfy the total electricity needs of the entire University of Cambridge for 627 years [or] could power all tea kettles used to boil water in the UK for 19 years.”</p><p><blockquote>《哈佛商业评论》的Nic Carter强调，“比特币消耗的能源相当于一个小国。”根据剑桥比特币电力消耗指数（CBECI），“比特币网络一年消耗的电量……可以满足整个剑桥大学627年的总电力需求[或者]可以为英国所有用来烧水的茶壶供电19年。”</blockquote></p><p> Put another way, the “crypto-rush” comes with an environmental catch that is of concern to many investors worldwide. In recent months, numerous groups have extended their support for the&nbsp;Crypto Climate Accord.</p><p><blockquote>换句话说，“加密货币热潮”伴随着全球许多投资者关注的环境问题。近几个月来，许多团体都扩大了对加密气候协议的支持。</blockquote></p><p> The&nbsp;<b><a href=\"https://laohu8.com/S/RIGZ\">Viridi Clean Energy Crypto Mining &amp; Semiconductor ETF</a></b>, an actively managed fund, is focusing on the use of renewable energy in crypto mining. It does not hold digital assets directly. Instead, the ETF invests in semiconductor names as well as crypto miners and mining hardware groups with cleaner energy policies.</p><p><blockquote>The<b><a href=\"https://laohu8.com/S/RIGZ\">Viridi清洁能源加密货币挖矿和半导体ETF</a></b>是一只主动管理型基金，专注于可再生能源在加密货币挖矿中的使用。它不直接持有数字资产。相反，该ETF投资于半导体公司以及拥有清洁能源政策的加密货币矿商和采矿硬件集团。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/362d8e3aaa1a806308628a1a2986a73d\" tg-width=\"2544\" tg-height=\"1288\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">RIGZ Weekly</p><p><blockquote>里格兹周刊</blockquote></p><p></p><p> RIGZ, which has 19 holdings, started trading in July 2021, and has around $6.2 million in assets. The fund’s top 10 holdings account for over 70% of all holdings in the fund.</p><p><blockquote>RIGZ持有19股股份，于2021年7月开始交易，资产约为620万美元。该基金前十大持股占该基金全部持股的70%以上。</blockquote></p><p> Among the top names in the roster are the blockchain infrastructure and crypto mining companies&nbsp;<b><a href=\"https://laohu8.com/S/BITF\">Bitfarms Ltd.</a></b>,&nbsp;<b><a href=\"https://laohu8.com/S/HUT\">Hut 8 Mining Corp</a></b>,&nbsp;<b><a href=\"https://laohu8.com/S/MARA\">Marathon Digital Holdings Inc</a></b>, and&nbsp;<b><a href=\"https://laohu8.com/S/HSSHF\">DIGIHOST TECHNOLOGY INC.</a></b>, as well electronics group&nbsp;<b><a href=\"https://laohu8.com/S/SSNLF\">Samsung Electronics Co., Ltd.</a></b>&nbsp;and chip heavyweights&nbsp;<b><a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a></b> and&nbsp;<b>Advanced Micro Devices</b>(NASDAQ:&nbsp;<a href=\"https://laohu8.com/S/AMD\">AMD</a>).</p><p><blockquote>名单中名列前茅的是区块链基础设施和加密货币挖矿公司<b><a href=\"https://laohu8.com/S/BITF\">比特农场有限公司。</a></b>, <b><a href=\"https://laohu8.com/S/HUT\">Hut 8矿业公司</a></b>, <b><a href=\"https://laohu8.com/S/MARA\">马拉松数字控股公司</a></b>，和<b><a href=\"https://laohu8.com/S/HSSHF\">数码主机技术公司。</a></b>，以及电子集团<b><a href=\"https://laohu8.com/S/SSNLF\">三星电子有限公司。</a></b>和芯片重量级<b><a href=\"https://laohu8.com/S/NVDA\">英伟达公司</a></b>和<b>先进微设备公司</b>（纳斯达克：<a href=\"https://laohu8.com/S/AMD\">AMD</a>).</blockquote></p><p> Since its inception in July, the fund is up close to 40%. The recovery in the price of Bitcoin as well as the strength in chip stocks have provided tailwinds for the fund. Those investors who believe the crypto space will become greener sooner than later might consider researching RIGZ further.</p><p><blockquote>自7月份成立以来，该基金已上涨近40%。比特币价格的回升以及芯片股的走强为该基金提供了推动力。那些相信加密货币领域迟早会变得更加环保的投资者可能会考虑进一步研究RIGZ。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.investing.com/analysis/2-new-etf-opportunities-to-consider-as-the-investment-market-grows-200599179\">investing.com</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":{"BOAT":"SonicShares Global Shipping ETF","RIGZ":"Viridi Bitcoin Miners ETF"},"source_url":"https://www.investing.com/analysis/2-new-etf-opportunities-to-consider-as-the-investment-market-grows-200599179","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135590778","content_text":"The amount of money managed by exchange-traded funds (ETFs) continues to grow significantly. “In the first five months of 2021, ETF net inflows are nearly $282 billion… Over the last three years, US ETF net inflows were $1.2 trillion,” according to recentmetrics.\nAt the same times, new ETFs are launched on Wall Street. According to the New York Stock Exchange (NYSE), there are currently 2,567 ETFs listed stateside. In the first six months of theyear, “127 new active ETFs launched and 24 issuers entered the market for the first time, bringing the total number of firms with active strategies to 117.”\nToday, we introduce two such new ETFs that could appeal to a range of readers. Both funds are still small and deserve closer study by potential investors as they do not yet have much trading history.\n1. SonicShares Global Shipping ETF \n\nCurrent Price: $26.86\n52-Week Range: $24.49 - $27.07\nExpense Ratio: 0.69% per year\n\nThe Organisation for Economic Co-operation and Development (OECD) highlights,\n\n “The main transport mode for global trade is ocean shipping: around 90% of traded goods are carried over the waves… As demand for global freight increases, maritime trade volumes are set to triple to 2050.”\n\nOur first fund, the SonicShares Global Shipping ETF, gives exposure to global shipping companies, which transport goods and raw materials, including consumer and industrial products, vehicles, dry bulk, crude oil and liquefied natural gas.\nBOAT Weekly\nBOAT, which has 46 holdings, tracks the returns of the Solactive Global Shipping Index. The fund started trading on Aug. 4, and has around $1.32 million in assets.\nIn terms of the sub-sectoral breakdown, the Container Deep Sea & Offshore Shipping sector makes up the highest portion with 53%, followed by the Dry Bulk Deep Sea & Offshore Shipping and the Crude Oil Transportation sectors with 15% and 11%, respectively. The largest 10 holdings account for over 60% of the fund.\nJapanese groups Mitsui O.S.K. Lines Ltd. and Kawasaki Kisen Kaisha, Ltd., Germany-headquartered Hapag Lloyd (DE: HLAG), Denmark-basedA.P. Moeller-Maersk A/S and Honolulu, Hawaii-headquartered Matson lead the names in the roster.\nSince inception, the fund is up about 7%. Those readers wishing to include a pure-play maritime shipping company ETF in their portfolios should keep the fund on their radar. The names in BOAT are likely to benefit from the potential growth in global shipping as well as continued economic recovery.\n2. Viridi Cleaner Energy Crypto Mining & Semiconductor ETF\n\nCurrent Price: $32.58\n52-Week Range: $24.28 - $38.48\nExpense Ratio: 0.90% per year\n\nOur second fund could appeal to readers interested in the environmental impact of increased crypto mining and trading levels. Earlier in the year, Elon Musk, CEO of Tesla Motors, made the headlines when he said the company would not accept Bitcoin because of the high levels of energy consumption during mining.\nNic Carter of Harvard Business Review highlights, “Bitcoin consumes as much energy as a small country.” And according to the Cambridge Bitcoin Electricity Consumption Index(CBECI), “the amount of electricity consumed by the Bitcoin network in a single year… could satisfy the total electricity needs of the entire University of Cambridge for 627 years [or] could power all tea kettles used to boil water in the UK for 19 years.”\nPut another way, the “crypto-rush” comes with an environmental catch that is of concern to many investors worldwide. In recent months, numerous groups have extended their support for the Crypto Climate Accord.\nThe Viridi Clean Energy Crypto Mining & Semiconductor ETF, an actively managed fund, is focusing on the use of renewable energy in crypto mining. It does not hold digital assets directly. Instead, the ETF invests in semiconductor names as well as crypto miners and mining hardware groups with cleaner energy policies.\nRIGZ Weekly\nRIGZ, which has 19 holdings, started trading in July 2021, and has around $6.2 million in assets. The fund’s top 10 holdings account for over 70% of all holdings in the fund.\nAmong the top names in the roster are the blockchain infrastructure and crypto mining companies Bitfarms Ltd., Hut 8 Mining Corp, Marathon Digital Holdings Inc, and DIGIHOST TECHNOLOGY INC., as well electronics group Samsung Electronics Co., Ltd. and chip heavyweights NVIDIA Corp and Advanced Micro Devices(NASDAQ: AMD).\nSince its inception in July, the fund is up close to 40%. The recovery in the price of Bitcoin as well as the strength in chip stocks have provided tailwinds for the fund. Those investors who believe the crypto space will become greener sooner than later might consider researching RIGZ further.","news_type":1,"symbols_score_info":{"BOAT":0.9,"RIGZ":0.9}},"isVote":1,"tweetType":1,"viewCount":645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":885698189,"gmtCreate":1631782368241,"gmtModify":1631891318560,"author":{"id":"3585125163446793","authorId":"3585125163446793","name":"RobinChanKH","avatar":"https://static.tigerbbs.com/bf0ba843eca17a8812677bc4f2a46162","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585125163446793","idStr":"3585125163446793"},"themes":[],"htmlText":"Monitor and buy it at the right time!&nbsp;","listText":"Monitor and buy it at the right time!&nbsp;","text":"Monitor and buy it at the right time!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/885698189","repostId":"1195990706","repostType":4,"repost":{"id":"1195990706","kind":"news","pubTimestamp":1631781148,"share":"https://www.laohu8.com/m/news/1195990706?lang=zh_CN&edition=full","pubTime":"2021-09-16 16:32","market":"us","language":"en","title":"3 COVID Stocks That Might Double Soon<blockquote>3只可能很快翻倍的新冠股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1195990706","media":"Motley Fool","summary":"Here are three healthcare stocks as nominees for a quick double in 2021.","content":"<p>Anything can happen in the short term, so it's folly to say that a stock is a sure thing for a quick double. Nonetheless, these Fool.com contributors are bullish on these three healthcare stocks, and there are reasons for short-term optimism.</p><p><blockquote>短期内任何事情都可能发生，所以说一只股票肯定会快速翻倍是愚蠢的。尽管如此，这些Fool.com撰稿人还是看好这三只医疗保健股，并且有理由保持短期乐观。</blockquote></p><p> Read more to find out why we think&nbsp;<b>Novavax</b>(NASDAQ:NVAX),&nbsp;<b>Sorrento Therapeutics</b>(NASDAQ:SRNE), and&nbsp;<b>InMode</b>(NASDAQ:INMD)will close out 2021 with a bang.</p><p><blockquote>阅读更多内容，了解我们为什么认为<b>Novavax</b>（纳斯达克：NVAX），<b>索伦托治疗公司</b>（纳斯达克：SRNE），以及<b>InMode</b>（纳斯达克：INMD）将轰轰烈烈地结束2021年。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf7858be2535b72fb5033e8b4d227614\" tg-width=\"2000\" tg-height=\"1125\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>1. Multiple catalysts will make Novavax shares jump in 2021</b></p><p><blockquote><b>一、多重催化剂让诺瓦瓦克斯股价在2021年大涨</b></blockquote></p><p> <b>Taylor Carmichael(Novavax):</b>Novavax stock has already doubled this year, running from $112 back in January to $233 this week. But there's plenty of gas left in the tank, and I expect another double by the end of the year.</p><p><blockquote><b>泰勒·卡迈克尔（Novavax）：</b>Novavax股价今年已经翻了一番，从1月份的112美元上涨至本周的233美元。但是油箱里还有很多油，我预计到今年年底还会增加一倍。</blockquote></p><p> Right now,<b>Moderna</b>&nbsp;enjoys a $169 billion market cap, and&nbsp;<b>BioNTech</b>&nbsp;sports a $79 billion valuation. Meanwhile, Novavax is positively cheap with its $17 billion market cap. The difference, of course, is that the mRNA biotechs have both of their COVID-19 vaccines on the market now, while Novavax is still waiting for its first Emergency Use Authorization. But when the government agencies start allowing Novavax to distribute its COVID-19 vaccine, the stock will really start to soar.</p><p><blockquote>现在，<b>现代</b>市值为1690亿美元，<b>BioNTech</b>估值为790亿美元。与此同时，Novavax的市值为170亿美元，非常便宜。当然，不同之处在于，mRNA生物技术公司的两种COVID-19疫苗现在都已上市，而Novavax仍在等待其首次紧急使用授权。但当政府机构开始允许Novavax分发其COVID-19疫苗时，该股将真正开始飙升。</blockquote></p><p> The majority of the world's population still has not been vaccinated. Novavax will have 2 billion doses of vaccine ready to distribute in 2022. And the biotech has multiple agreements for supplying locations around the world: 100 million doses for the U.S., 150 million doses for Japan, 200 million doses for Europe, and over 1 billion doses for the developing world.</p><p><blockquote>世界上大多数人口仍然没有接种疫苗。Novavax将在2022年准备分发20亿剂疫苗。该生物技术公司在世界各地签订了多项供应协议：向美国供应1亿剂，向日本供应1.5亿剂，向欧洲供应2亿剂，向发展中国家供应超过10亿剂。</blockquote></p><p> The U.S. paid $1.3 billion in advance to secure its 100 million doses of the company's experimental vaccine. That works out to $13 a dose. While the dollar amounts of the various purchase agreements are undisclosed, Japan and Europe will likely pay a higher dollar amount, while the developing world agreements will be discounted. It's entirely possible that Novavax's revenue next year will be higher than its&nbsp;market cap&nbsp;today.</p><p><blockquote>美国预付了13亿美元，以获得该公司的1亿剂实验性疫苗。这相当于每剂13美元。虽然各种购买协议的美元金额没有披露，但日本和欧洲可能会支付更高的美元金额，而发展中国家的协议将被打折。Novavax明年的收入完全有可能高于今天的市值。</blockquote></p><p> I'm expecting Novavax shares to spike higher as its vaccine starts receiving authorization around the world in the fourth quarter. Novavax's vaccine candidate will be popular both as a booster shot and as an initial vaccine for the majority of the world who are unvaccinated. And Novavax is leading in the race to combine the COVID-19 vaccine with a flu vaccine. The company just kicked off a combo trial in Australia involving 640 people who have been vaccinated against both diseases with a single shot.</p><p><blockquote>随着Novavax的疫苗在第四季度开始在全球获得授权，我预计Novavax的股价将飙升。Novavax的候选疫苗将作为加强注射和作为世界上大多数未接种疫苗的人的初始疫苗受到欢迎。Novavax在将COVID-19疫苗与流感疫苗结合的竞赛中处于领先地位。该公司刚刚在澳大利亚启动了一项联合试验，涉及640人，他们通过一次注射接种了这两种疾病的疫苗。</blockquote></p><p> <b>2. Sorrento Therapeutics: Don't sleep on this name</b></p><p><blockquote><b>2.Sorrento Therapeutics：别睡在这个名字上</b></blockquote></p><p> <b>George Budwell(Sorrento Therapeutics):</b>The clinical-stage biotech Sorrento Therapeutics rose to prominence last year thanks to its impressive lineup of experimental COVID-19 diagnostics and biologic therapies. The biotech's stock, in fact, gained a whopping 144% from January 2020 to March 2021 mostly because of its broad spectrum of COVID-19 vaccine candidates. Sorrento's shares, however, have now lost almost a quarter of their value over the past 180 days. Investors have apparently moved on to greener pastures, given the company's inability to bring even one of its various&nbsp;COVID-19 vaccine candidates&nbsp;to market in the United States.</p><p><blockquote><b>George Budwell（Sorrento Therapeutics）：</b>由于其令人印象深刻的实验性COVID-19诊断和生物疗法阵容，临床阶段生物技术Sorrento Therapeutics去年声名鹊起。事实上，该生物技术公司的股票从2020年1月到2021年3月上涨了144%，主要是因为其广泛的COVID-19候选疫苗。然而，索伦托的股价在过去180天里已经下跌了近四分之一。鉴于该公司无法将其各种COVID-19候选疫苗中的一种推向美国市场，投资者显然已经转向了更好的领域。</blockquote></p><p> The core issue is that multiple biopharmas have been successful at developing and subsequently marketing COVID-19 vaccines, tests, and therapeutic antibodies in key markets like the U.S. and European Union over the last few months. Meanwhile, Sorrento is still on the hunt for its first major regulatory win. What's important for potential investors to understand, though, is that the pandemic is far from over. COVID-19 is highly likely to morph into a seasonal respiratory ailment. As such, investors shouldn't necessarily write off latecomers such as Sorrento. Eventually, the company could realize a healthy revenue stream from a COVID-19 diagnostic and/or therapeutic.</p><p><blockquote>核心问题是，过去几个月，多家生物制药公司在美国和欧盟等主要市场成功开发并随后营销了COVID-19疫苗、测试和治疗性抗体。与此同时，索伦托仍在寻求其首次重大监管胜利。然而，对于潜在投资者来说，重要的是要明白，疫情还远未结束。新冠肺炎极有可能演变成季节性呼吸道疾病。因此，投资者不一定应该注销索伦托等后来者。最终，该公司可以从COVID-19诊断和/或治疗中实现健康的收入流。</blockquote></p><p> It is entirely possible that Sorrento could garner multiple regulatory approvals for its COVID-19 vaccine candidates in the U.S. within the next calendar year, which would be a major boon for its stock. That said, this mid-cap biotech stock will surely remain on the volatile side until the company lands a Food and Drug Administration approval within the COVID-19 space. Invest accordingly.</p><p><blockquote>Sorrento的COVID-19候选疫苗完全有可能在下一个日历年内在美国获得多项监管部门的批准，这对其股票来说将是一个重大利好。也就是说，在该公司在COVID-19领域获得美国食品和药物管理局的批准之前，这只中型生物技术股票肯定会保持波动。相应地投资。</blockquote></p><p> <b>3. InMode stock will spike as the world reopens</b></p><p><blockquote><b>3.随着世界重新开放，InMode股票将飙升</b></blockquote></p><p></p><p> <b>Patrick Bafuma</b>&nbsp;<b>(InMode):</b>As the world opens back up and people feel more comfortable gathering, the aesthetics market is sure to heat up. That's why my pick for a COVID-19 vaccine stock to double is InMode, the self-proclaimed leading global provider of innovative, minimally invasive aesthetic and wellness solutions, with strong brand recognition.</p><p><blockquote><b>帕特里克·巴富马</b> <b>（在模式中）：</b>随着世界重新开放，人们聚在一起感觉更舒服，美学市场肯定会升温。这就是为什么我选择InMode作为COVID-19疫苗库存翻倍的公司，该公司自称是全球领先的创新、微创美容和健康解决方案提供商，具有很强的品牌认知度。</blockquote></p><p> Using a razor-and-blades model, the company markets a medical device system and associated consumables that provide an energy source for body contouring. Utilized by multiple medical specialists, including plastic surgeons, dermatologists, gynecologists, ENTs, and ophthalmologists, InMode claims its procedures are longer lasting than laser treatment and less invasive than typical body sculpting procedures like liposuction.</p><p><blockquote>该公司采用剃须刀和刀片模式，销售医疗设备系统和相关消耗品，为身体塑形提供能源。InMode被多位医学专家使用，包括整形外科医生、皮肤科医生、妇科医生、耳鼻喉科医生和眼科医生，声称其程序比激光治疗更持久，比吸脂术等典型的塑身程序侵入性更小。</blockquote></p><p> And this $5.2 billion aesthetics company is firing on all cylinders.In the most recent quarter, InMode reported record revenue of $87.3 million, representing an increase of 184% compared to the second quarter of 2020. Total second-quarter sales outside of the U.S. were $30.9 million, more than triple what it reported during the same period last year. This torrid international growth represented 35% of its total revenue compared to 22% of its total revenue in Q2 2020. Currently operating in 68 countries, the company enjoys a massive runway for continued growth.</p><p><blockquote>这家价值52亿美元的美学公司正在全力以赴。在最近一个季度，InMode报告收入达到创纪录的8730万美元，与2020年第二季度相比增长了184%。第二季度美国以外的总销售额为3090万美元，是去年同期的三倍多。这种快速的国际增长占其总收入的35%，而2020年第二季度这一比例为22%。该公司目前在68个国家开展业务，拥有持续增长的巨大空间。</blockquote></p><p> As the world slowly returns to normal, consumers are seeking out treatments that they had delayed due to COVID-19. \"Our demand is strong,\" chief medical officer Spero Theodorou noted on the last conference call. \"It's solid all the way into September. Waiting lists ... (are) about a month out.\"</p><p><blockquote>随着世界慢慢恢复正常，消费者正在寻求因COVID-19而推迟的治疗方法。“我们的需求很强劲，”首席医疗官Spero Theodorou在上次电话会议上指出。“整个九月都很稳定。等待名单……大约还有一个月。”</blockquote></p><p> Theodorou went on to say, \"Over one-third of the new patients coming in have never had (any aesthetics procedure) done before.\" This indicates that InMode has expanded the body contouring market, which had already reached $6.2 billion worldwide in 2020 despite the COVID-19 pandemic. This market is expected to grow at a compound annual growth rate of 7.2% into 2026, so there is plenty of room to run for InMode.</p><p><blockquote>Theodorou接着说，“超过三分之一的新患者以前从未做过（任何美容手术）。”这表明InMode已经扩大了塑身市场，尽管有新冠肺炎疫情，该市场在2020年全球已达到62亿美元。预计到2026年，该市场将以7.2%的复合年增长率增长，因此InMode有很大的发展空间。</blockquote></p><p> With many of us either in the house or masked up since March 2020, I expect continued growth for this aesthetics device maker as COVID-19 wanes. Despite InMode already being up over 180% since the start of 2021, the company has a huge runway, and its razor-and-blades business model continues to be an effective positioning strategy. InMode is already profitable with adjusted diluted earnings per share in Q2 coming in at $1.02 compared to $0.24 per diluted share for the same quarter of 2020. InMode looks like it's shaping up to double its share price again.</p><p><blockquote>自2020年3月以来，我们中的许多人要么呆在家里，要么戴着面具，我预计随着新冠肺炎的衰落，这家美容设备制造商将继续增长。尽管InMode自2021年初以来已上涨超过180%，但该公司拥有巨大的跑道，其剃须刀和刀片业务模式仍然是有效的定位策略。InMode已经实现盈利，第二季度调整后稀释每股收益为1.02美元，而2020年同季度稀释后每股收益为0.24美元。InMode的股价似乎将再次翻倍。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 COVID Stocks That Might Double Soon<blockquote>3只可能很快翻倍的新冠股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 COVID Stocks That Might Double Soon<blockquote>3只可能很快翻倍的新冠股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-09-16 16:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Anything can happen in the short term, so it's folly to say that a stock is a sure thing for a quick double. Nonetheless, these Fool.com contributors are bullish on these three healthcare stocks, and there are reasons for short-term optimism.</p><p><blockquote>短期内任何事情都可能发生，所以说一只股票肯定会快速翻倍是愚蠢的。尽管如此，这些Fool.com撰稿人还是看好这三只医疗保健股，并且有理由保持短期乐观。</blockquote></p><p> Read more to find out why we think&nbsp;<b>Novavax</b>(NASDAQ:NVAX),&nbsp;<b>Sorrento Therapeutics</b>(NASDAQ:SRNE), and&nbsp;<b>InMode</b>(NASDAQ:INMD)will close out 2021 with a bang.</p><p><blockquote>阅读更多内容，了解我们为什么认为<b>Novavax</b>（纳斯达克：NVAX），<b>索伦托治疗公司</b>（纳斯达克：SRNE），以及<b>InMode</b>（纳斯达克：INMD）将轰轰烈烈地结束2021年。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf7858be2535b72fb5033e8b4d227614\" tg-width=\"2000\" tg-height=\"1125\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>1. Multiple catalysts will make Novavax shares jump in 2021</b></p><p><blockquote><b>一、多重催化剂让诺瓦瓦克斯股价在2021年大涨</b></blockquote></p><p> <b>Taylor Carmichael(Novavax):</b>Novavax stock has already doubled this year, running from $112 back in January to $233 this week. But there's plenty of gas left in the tank, and I expect another double by the end of the year.</p><p><blockquote><b>泰勒·卡迈克尔（Novavax）：</b>Novavax股价今年已经翻了一番，从1月份的112美元上涨至本周的233美元。但是油箱里还有很多油，我预计到今年年底还会增加一倍。</blockquote></p><p> Right now,<b>Moderna</b>&nbsp;enjoys a $169 billion market cap, and&nbsp;<b>BioNTech</b>&nbsp;sports a $79 billion valuation. Meanwhile, Novavax is positively cheap with its $17 billion market cap. The difference, of course, is that the mRNA biotechs have both of their COVID-19 vaccines on the market now, while Novavax is still waiting for its first Emergency Use Authorization. But when the government agencies start allowing Novavax to distribute its COVID-19 vaccine, the stock will really start to soar.</p><p><blockquote>现在，<b>现代</b>市值为1690亿美元，<b>BioNTech</b>估值为790亿美元。与此同时，Novavax的市值为170亿美元，非常便宜。当然，不同之处在于，mRNA生物技术公司的两种COVID-19疫苗现在都已上市，而Novavax仍在等待其首次紧急使用授权。但当政府机构开始允许Novavax分发其COVID-19疫苗时，该股将真正开始飙升。</blockquote></p><p> The majority of the world's population still has not been vaccinated. Novavax will have 2 billion doses of vaccine ready to distribute in 2022. And the biotech has multiple agreements for supplying locations around the world: 100 million doses for the U.S., 150 million doses for Japan, 200 million doses for Europe, and over 1 billion doses for the developing world.</p><p><blockquote>世界上大多数人口仍然没有接种疫苗。Novavax将在2022年准备分发20亿剂疫苗。该生物技术公司在世界各地签订了多项供应协议：向美国供应1亿剂，向日本供应1.5亿剂，向欧洲供应2亿剂，向发展中国家供应超过10亿剂。</blockquote></p><p> The U.S. paid $1.3 billion in advance to secure its 100 million doses of the company's experimental vaccine. That works out to $13 a dose. While the dollar amounts of the various purchase agreements are undisclosed, Japan and Europe will likely pay a higher dollar amount, while the developing world agreements will be discounted. It's entirely possible that Novavax's revenue next year will be higher than its&nbsp;market cap&nbsp;today.</p><p><blockquote>美国预付了13亿美元，以获得该公司的1亿剂实验性疫苗。这相当于每剂13美元。虽然各种购买协议的美元金额没有披露，但日本和欧洲可能会支付更高的美元金额，而发展中国家的协议将被打折。Novavax明年的收入完全有可能高于今天的市值。</blockquote></p><p> I'm expecting Novavax shares to spike higher as its vaccine starts receiving authorization around the world in the fourth quarter. Novavax's vaccine candidate will be popular both as a booster shot and as an initial vaccine for the majority of the world who are unvaccinated. And Novavax is leading in the race to combine the COVID-19 vaccine with a flu vaccine. The company just kicked off a combo trial in Australia involving 640 people who have been vaccinated against both diseases with a single shot.</p><p><blockquote>随着Novavax的疫苗在第四季度开始在全球获得授权，我预计Novavax的股价将飙升。Novavax的候选疫苗将作为加强注射和作为世界上大多数未接种疫苗的人的初始疫苗受到欢迎。Novavax在将COVID-19疫苗与流感疫苗结合的竞赛中处于领先地位。该公司刚刚在澳大利亚启动了一项联合试验，涉及640人，他们通过一次注射接种了这两种疾病的疫苗。</blockquote></p><p> <b>2. Sorrento Therapeutics: Don't sleep on this name</b></p><p><blockquote><b>2.Sorrento Therapeutics：别睡在这个名字上</b></blockquote></p><p> <b>George Budwell(Sorrento Therapeutics):</b>The clinical-stage biotech Sorrento Therapeutics rose to prominence last year thanks to its impressive lineup of experimental COVID-19 diagnostics and biologic therapies. The biotech's stock, in fact, gained a whopping 144% from January 2020 to March 2021 mostly because of its broad spectrum of COVID-19 vaccine candidates. Sorrento's shares, however, have now lost almost a quarter of their value over the past 180 days. Investors have apparently moved on to greener pastures, given the company's inability to bring even one of its various&nbsp;COVID-19 vaccine candidates&nbsp;to market in the United States.</p><p><blockquote><b>George Budwell（Sorrento Therapeutics）：</b>由于其令人印象深刻的实验性COVID-19诊断和生物疗法阵容，临床阶段生物技术Sorrento Therapeutics去年声名鹊起。事实上，该生物技术公司的股票从2020年1月到2021年3月上涨了144%，主要是因为其广泛的COVID-19候选疫苗。然而，索伦托的股价在过去180天里已经下跌了近四分之一。鉴于该公司无法将其各种COVID-19候选疫苗中的一种推向美国市场，投资者显然已经转向了更好的领域。</blockquote></p><p> The core issue is that multiple biopharmas have been successful at developing and subsequently marketing COVID-19 vaccines, tests, and therapeutic antibodies in key markets like the U.S. and European Union over the last few months. Meanwhile, Sorrento is still on the hunt for its first major regulatory win. What's important for potential investors to understand, though, is that the pandemic is far from over. COVID-19 is highly likely to morph into a seasonal respiratory ailment. As such, investors shouldn't necessarily write off latecomers such as Sorrento. Eventually, the company could realize a healthy revenue stream from a COVID-19 diagnostic and/or therapeutic.</p><p><blockquote>核心问题是，过去几个月，多家生物制药公司在美国和欧盟等主要市场成功开发并随后营销了COVID-19疫苗、测试和治疗性抗体。与此同时，索伦托仍在寻求其首次重大监管胜利。然而，对于潜在投资者来说，重要的是要明白，疫情还远未结束。新冠肺炎极有可能演变成季节性呼吸道疾病。因此，投资者不一定应该注销索伦托等后来者。最终，该公司可以从COVID-19诊断和/或治疗中实现健康的收入流。</blockquote></p><p> It is entirely possible that Sorrento could garner multiple regulatory approvals for its COVID-19 vaccine candidates in the U.S. within the next calendar year, which would be a major boon for its stock. That said, this mid-cap biotech stock will surely remain on the volatile side until the company lands a Food and Drug Administration approval within the COVID-19 space. Invest accordingly.</p><p><blockquote>Sorrento的COVID-19候选疫苗完全有可能在下一个日历年内在美国获得多项监管部门的批准，这对其股票来说将是一个重大利好。也就是说，在该公司在COVID-19领域获得美国食品和药物管理局的批准之前，这只中型生物技术股票肯定会保持波动。相应地投资。</blockquote></p><p> <b>3. InMode stock will spike as the world reopens</b></p><p><blockquote><b>3.随着世界重新开放，InMode股票将飙升</b></blockquote></p><p></p><p> <b>Patrick Bafuma</b>&nbsp;<b>(InMode):</b>As the world opens back up and people feel more comfortable gathering, the aesthetics market is sure to heat up. That's why my pick for a COVID-19 vaccine stock to double is InMode, the self-proclaimed leading global provider of innovative, minimally invasive aesthetic and wellness solutions, with strong brand recognition.</p><p><blockquote><b>帕特里克·巴富马</b> <b>（在模式中）：</b>随着世界重新开放，人们聚在一起感觉更舒服，美学市场肯定会升温。这就是为什么我选择InMode作为COVID-19疫苗库存翻倍的公司，该公司自称是全球领先的创新、微创美容和健康解决方案提供商，具有很强的品牌认知度。</blockquote></p><p> Using a razor-and-blades model, the company markets a medical device system and associated consumables that provide an energy source for body contouring. Utilized by multiple medical specialists, including plastic surgeons, dermatologists, gynecologists, ENTs, and ophthalmologists, InMode claims its procedures are longer lasting than laser treatment and less invasive than typical body sculpting procedures like liposuction.</p><p><blockquote>该公司采用剃须刀和刀片模式，销售医疗设备系统和相关消耗品，为身体塑形提供能源。InMode被多位医学专家使用，包括整形外科医生、皮肤科医生、妇科医生、耳鼻喉科医生和眼科医生，声称其程序比激光治疗更持久，比吸脂术等典型的塑身程序侵入性更小。</blockquote></p><p> And this $5.2 billion aesthetics company is firing on all cylinders.In the most recent quarter, InMode reported record revenue of $87.3 million, representing an increase of 184% compared to the second quarter of 2020. Total second-quarter sales outside of the U.S. were $30.9 million, more than triple what it reported during the same period last year. This torrid international growth represented 35% of its total revenue compared to 22% of its total revenue in Q2 2020. Currently operating in 68 countries, the company enjoys a massive runway for continued growth.</p><p><blockquote>这家价值52亿美元的美学公司正在全力以赴。在最近一个季度，InMode报告收入达到创纪录的8730万美元，与2020年第二季度相比增长了184%。第二季度美国以外的总销售额为3090万美元，是去年同期的三倍多。这种快速的国际增长占其总收入的35%，而2020年第二季度这一比例为22%。该公司目前在68个国家开展业务，拥有持续增长的巨大空间。</blockquote></p><p> As the world slowly returns to normal, consumers are seeking out treatments that they had delayed due to COVID-19. \"Our demand is strong,\" chief medical officer Spero Theodorou noted on the last conference call. \"It's solid all the way into September. Waiting lists ... (are) about a month out.\"</p><p><blockquote>随着世界慢慢恢复正常，消费者正在寻求因COVID-19而推迟的治疗方法。“我们的需求很强劲，”首席医疗官Spero Theodorou在上次电话会议上指出。“整个九月都很稳定。等待名单……大约还有一个月。”</blockquote></p><p> Theodorou went on to say, \"Over one-third of the new patients coming in have never had (any aesthetics procedure) done before.\" This indicates that InMode has expanded the body contouring market, which had already reached $6.2 billion worldwide in 2020 despite the COVID-19 pandemic. This market is expected to grow at a compound annual growth rate of 7.2% into 2026, so there is plenty of room to run for InMode.</p><p><blockquote>Theodorou接着说，“超过三分之一的新患者以前从未做过（任何美容手术）。”这表明InMode已经扩大了塑身市场，尽管有新冠肺炎疫情，该市场在2020年全球已达到62亿美元。预计到2026年，该市场将以7.2%的复合年增长率增长，因此InMode有很大的发展空间。</blockquote></p><p> With many of us either in the house or masked up since March 2020, I expect continued growth for this aesthetics device maker as COVID-19 wanes. Despite InMode already being up over 180% since the start of 2021, the company has a huge runway, and its razor-and-blades business model continues to be an effective positioning strategy. InMode is already profitable with adjusted diluted earnings per share in Q2 coming in at $1.02 compared to $0.24 per diluted share for the same quarter of 2020. InMode looks like it's shaping up to double its share price again.</p><p><blockquote>自2020年3月以来，我们中的许多人要么呆在家里，要么戴着面具，我预计随着新冠肺炎的衰落，这家美容设备制造商将继续增长。尽管InMode自2021年初以来已上涨超过180%，但该公司拥有巨大的跑道，其剃须刀和刀片业务模式仍然是有效的定位策略。InMode已经实现盈利，第二季度调整后稀释每股收益为1.02美元，而2020年同季度稀释后每股收益为0.24美元。InMode的股价似乎将再次翻倍。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/09/15/3-covid-stocks-that-might-double-soon/\">Motley Fool</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":{"INMD":"InMode Ltd.","NVAX":"诺瓦瓦克斯医药","SRNE":"索伦托医疗"},"source_url":"https://www.fool.com/investing/2021/09/15/3-covid-stocks-that-might-double-soon/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195990706","content_text":"Anything can happen in the short term, so it's folly to say that a stock is a sure thing for a quick double. Nonetheless, these Fool.com contributors are bullish on these three healthcare stocks, and there are reasons for short-term optimism.\nRead more to find out why we think Novavax(NASDAQ:NVAX), Sorrento Therapeutics(NASDAQ:SRNE), and InMode(NASDAQ:INMD)will close out 2021 with a bang.\nIMAGE SOURCE: GETTY IMAGES.\n1. Multiple catalysts will make Novavax shares jump in 2021\nTaylor Carmichael(Novavax):Novavax stock has already doubled this year, running from $112 back in January to $233 this week. But there's plenty of gas left in the tank, and I expect another double by the end of the year.\nRight now,Moderna enjoys a $169 billion market cap, and BioNTech sports a $79 billion valuation. Meanwhile, Novavax is positively cheap with its $17 billion market cap. The difference, of course, is that the mRNA biotechs have both of their COVID-19 vaccines on the market now, while Novavax is still waiting for its first Emergency Use Authorization. But when the government agencies start allowing Novavax to distribute its COVID-19 vaccine, the stock will really start to soar.\nThe majority of the world's population still has not been vaccinated. Novavax will have 2 billion doses of vaccine ready to distribute in 2022. And the biotech has multiple agreements for supplying locations around the world: 100 million doses for the U.S., 150 million doses for Japan, 200 million doses for Europe, and over 1 billion doses for the developing world.\nThe U.S. paid $1.3 billion in advance to secure its 100 million doses of the company's experimental vaccine. That works out to $13 a dose. While the dollar amounts of the various purchase agreements are undisclosed, Japan and Europe will likely pay a higher dollar amount, while the developing world agreements will be discounted. It's entirely possible that Novavax's revenue next year will be higher than its market cap today.\nI'm expecting Novavax shares to spike higher as its vaccine starts receiving authorization around the world in the fourth quarter. Novavax's vaccine candidate will be popular both as a booster shot and as an initial vaccine for the majority of the world who are unvaccinated. And Novavax is leading in the race to combine the COVID-19 vaccine with a flu vaccine. The company just kicked off a combo trial in Australia involving 640 people who have been vaccinated against both diseases with a single shot.\n2. Sorrento Therapeutics: Don't sleep on this name\nGeorge Budwell(Sorrento Therapeutics):The clinical-stage biotech Sorrento Therapeutics rose to prominence last year thanks to its impressive lineup of experimental COVID-19 diagnostics and biologic therapies. The biotech's stock, in fact, gained a whopping 144% from January 2020 to March 2021 mostly because of its broad spectrum of COVID-19 vaccine candidates. Sorrento's shares, however, have now lost almost a quarter of their value over the past 180 days. Investors have apparently moved on to greener pastures, given the company's inability to bring even one of its various COVID-19 vaccine candidates to market in the United States.\nThe core issue is that multiple biopharmas have been successful at developing and subsequently marketing COVID-19 vaccines, tests, and therapeutic antibodies in key markets like the U.S. and European Union over the last few months. Meanwhile, Sorrento is still on the hunt for its first major regulatory win. What's important for potential investors to understand, though, is that the pandemic is far from over. COVID-19 is highly likely to morph into a seasonal respiratory ailment. As such, investors shouldn't necessarily write off latecomers such as Sorrento. Eventually, the company could realize a healthy revenue stream from a COVID-19 diagnostic and/or therapeutic.\nIt is entirely possible that Sorrento could garner multiple regulatory approvals for its COVID-19 vaccine candidates in the U.S. within the next calendar year, which would be a major boon for its stock. That said, this mid-cap biotech stock will surely remain on the volatile side until the company lands a Food and Drug Administration approval within the COVID-19 space. Invest accordingly.\n3. InMode stock will spike as the world reopens\nPatrick Bafuma (InMode):As the world opens back up and people feel more comfortable gathering, the aesthetics market is sure to heat up. That's why my pick for a COVID-19 vaccine stock to double is InMode, the self-proclaimed leading global provider of innovative, minimally invasive aesthetic and wellness solutions, with strong brand recognition.\nUsing a razor-and-blades model, the company markets a medical device system and associated consumables that provide an energy source for body contouring. Utilized by multiple medical specialists, including plastic surgeons, dermatologists, gynecologists, ENTs, and ophthalmologists, InMode claims its procedures are longer lasting than laser treatment and less invasive than typical body sculpting procedures like liposuction.\nAnd this $5.2 billion aesthetics company is firing on all cylinders.In the most recent quarter, InMode reported record revenue of $87.3 million, representing an increase of 184% compared to the second quarter of 2020. Total second-quarter sales outside of the U.S. were $30.9 million, more than triple what it reported during the same period last year. This torrid international growth represented 35% of its total revenue compared to 22% of its total revenue in Q2 2020. Currently operating in 68 countries, the company enjoys a massive runway for continued growth.\nAs the world slowly returns to normal, consumers are seeking out treatments that they had delayed due to COVID-19. \"Our demand is strong,\" chief medical officer Spero Theodorou noted on the last conference call. \"It's solid all the way into September. Waiting lists ... (are) about a month out.\"\nTheodorou went on to say, \"Over one-third of the new patients coming in have never had (any aesthetics procedure) done before.\" This indicates that InMode has expanded the body contouring market, which had already reached $6.2 billion worldwide in 2020 despite the COVID-19 pandemic. This market is expected to grow at a compound annual growth rate of 7.2% into 2026, so there is plenty of room to run for InMode.\nWith many of us either in the house or masked up since March 2020, I expect continued growth for this aesthetics device maker as COVID-19 wanes. Despite InMode already being up over 180% since the start of 2021, the company has a huge runway, and its razor-and-blades business model continues to be an effective positioning strategy. InMode is already profitable with adjusted diluted earnings per share in Q2 coming in at $1.02 compared to $0.24 per diluted share for the same quarter of 2020. InMode looks like it's shaping up to double its share price again.","news_type":1,"symbols_score_info":{"NVAX":0.9,"SRNE":0.9,"INMD":0.9}},"isVote":1,"tweetType":1,"viewCount":645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":844308928,"gmtCreate":1636385909617,"gmtModify":1636385927054,"author":{"id":"3585125163446793","authorId":"3585125163446793","name":"RobinChanKH","avatar":"https://static.tigerbbs.com/bf0ba843eca17a8812677bc4f2a46162","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585125163446793","idStr":"3585125163446793"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/844308928","repostId":"1157789459","repostType":4,"repost":{"id":"1157789459","kind":"news","pubTimestamp":1636384337,"share":"https://www.laohu8.com/m/news/1157789459?lang=zh_CN&edition=full","pubTime":"2021-11-08 23:12","market":"us","language":"en","title":"Japan's Toshiba says considering split into three separate units<blockquote>日本东芝表示考虑拆分为三个独立部门</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1157789459","media":"Reuters","summary":"TOKYO, Nov 8 (Reuters) - Toshiba Corp is considering splitting itself into three companies focused s","content":"<p>TOKYO, Nov 8 (Reuters) - Toshiba Corp is considering splitting itself into three companies focused separately on infrastructure, devices and memory chips, a spokesperson said on Monday, a move that could address the Japanese firm's persistent conglomerate discount.</p><p><blockquote>路透东京11月8日-东芝公司发言人周一表示，正在考虑将自己拆分为三家公司，分别专注于基础设施、设备和存储芯片，此举可能会解决这家日本公司持续存在的企业集团折扣问题。</blockquote></p><p> The move is also seen easing pressure from activist shareholders who now make up a large portion of the sprawling Japanese company's investor base. A conglomerate discount refers to investors' tendency to value a diversified group of businesses at less than the sum of the group's parts.</p><p><blockquote>此举还被视为缓解了来自激进股东的压力，这些股东现在占这家庞大日本公司投资者基础的很大一部分。集团折扣是指投资者倾向于以低于集团各部分总和的价格对多元化业务集团的估值。</blockquote></p><p> The plan calls for Toshiba to split the three businesses and list each of the companies in a few years, the spokesperson said. The move is one strategic option being considered, the company said in a statement.</p><p><blockquote>该发言人表示，东芝的评级计划是在几年内拆分这三项业务并将每家公司上市。该公司在一份声明中表示，此举是正在考虑的战略选择之一。</blockquote></p><p> Toshiba is in the process of drawing up a new mid-term plan to boost corporate value. The Nikkei newspaper earlier reported that Toshiba would aim to be split by 2023.</p><p><blockquote>东芝正在制定新的中期计划，以提升企业价值。《日经新闻》早些时候报道称，东芝的目标是到2023年分拆。</blockquote></p><p> Toshiba also said no definitive decisions have been made by Toshiba as of now, adding that it will make an announcement if any decision is made that requires disclosure.</p><p><blockquote>东芝还表示，截至目前，东芝尚未做出最终决定，并补充说，如果做出任何需要披露的决定，东芝将发布公告。</blockquote></p><p></p>","source":"lsy1612507957220","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>Japan's Toshiba says considering split into three separate units<blockquote>日本东芝表示考虑拆分为三个独立部门</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\">\nJapan's Toshiba says considering split into three separate units<blockquote>日本东芝表示考虑拆分为三个独立部门</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-11-08 23:12</span>\n</p>\n</h4>\n</header>\n<article>\n<p>TOKYO, Nov 8 (Reuters) - Toshiba Corp is considering splitting itself into three companies focused separately on infrastructure, devices and memory chips, a spokesperson said on Monday, a move that could address the Japanese firm's persistent conglomerate discount.</p><p><blockquote>路透东京11月8日-东芝公司发言人周一表示，正在考虑将自己拆分为三家公司，分别专注于基础设施、设备和存储芯片，此举可能会解决这家日本公司持续存在的企业集团折扣问题。</blockquote></p><p> The move is also seen easing pressure from activist shareholders who now make up a large portion of the sprawling Japanese company's investor base. A conglomerate discount refers to investors' tendency to value a diversified group of businesses at less than the sum of the group's parts.</p><p><blockquote>此举还被视为缓解了来自激进股东的压力，这些股东现在占这家庞大日本公司投资者基础的很大一部分。集团折扣是指投资者倾向于以低于集团各部分总和的价格对多元化业务集团的估值。</blockquote></p><p> The plan calls for Toshiba to split the three businesses and list each of the companies in a few years, the spokesperson said. The move is one strategic option being considered, the company said in a statement.</p><p><blockquote>该发言人表示，东芝的评级计划是在几年内拆分这三项业务并将每家公司上市。该公司在一份声明中表示，此举是正在考虑的战略选择之一。</blockquote></p><p> Toshiba is in the process of drawing up a new mid-term plan to boost corporate value. The Nikkei newspaper earlier reported that Toshiba would aim to be split by 2023.</p><p><blockquote>东芝正在制定新的中期计划，以提升企业价值。《日经新闻》早些时候报道称，东芝的目标是到2023年分拆。</blockquote></p><p> Toshiba also said no definitive decisions have been made by Toshiba as of now, adding that it will make an announcement if any decision is made that requires disclosure.</p><p><blockquote>东芝还表示，截至目前，东芝尚未做出最终决定，并补充说，如果做出任何需要披露的决定，东芝将发布公告。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/1-japans-toshiba-says-considering-141942367.html\">Reuters</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TOSYY":"东芝"},"source_url":"https://finance.yahoo.com/news/1-japans-toshiba-says-considering-141942367.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157789459","content_text":"TOKYO, Nov 8 (Reuters) - Toshiba Corp is considering splitting itself into three companies focused separately on infrastructure, devices and memory chips, a spokesperson said on Monday, a move that could address the Japanese firm's persistent conglomerate discount.\nThe move is also seen easing pressure from activist shareholders who now make up a large portion of the sprawling Japanese company's investor base. A conglomerate discount refers to investors' tendency to value a diversified group of businesses at less than the sum of the group's parts.\nThe plan calls for Toshiba to split the three businesses and list each of the companies in a few years, the spokesperson said. The move is one strategic option being considered, the company said in a statement.\nToshiba is in the process of drawing up a new mid-term plan to boost corporate value. The Nikkei newspaper earlier reported that Toshiba would aim to be split by 2023.\nToshiba also said no definitive decisions have been made by Toshiba as of now, adding that it will make an announcement if any decision is made that requires disclosure.","news_type":1,"symbols_score_info":{"TOSYY":0.9}},"isVote":1,"tweetType":1,"viewCount":1328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":840168972,"gmtCreate":1635607777548,"gmtModify":1635607777665,"author":{"id":"3585125163446793","authorId":"3585125163446793","name":"RobinChanKH","avatar":"https://static.tigerbbs.com/bf0ba843eca17a8812677bc4f2a46162","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585125163446793","idStr":"3585125163446793"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/840168972","repostId":"2179223698","repostType":4,"isVote":1,"tweetType":1,"viewCount":640,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":178069938,"gmtCreate":1626772799624,"gmtModify":1633771176811,"author":{"id":"3585125163446793","authorId":"3585125163446793","name":"RobinChanKH","avatar":"https://static.tigerbbs.com/bf0ba843eca17a8812677bc4f2a46162","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585125163446793","idStr":"3585125163446793"},"themes":[],"htmlText":"Up up..&nbsp;","listText":"Up up..&nbsp;","text":"Up up..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/178069938","repostId":"1149956232","repostType":4,"repost":{"id":"1149956232","kind":"news","pubTimestamp":1626772136,"share":"https://www.laohu8.com/m/news/1149956232?lang=zh_CN&edition=full","pubTime":"2021-07-20 17:08","market":"us","language":"en","title":"Markets Stabilize After Worst Fall for Stocks in Months<blockquote>股市数月来最严重下跌后市场企稳</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1149956232","media":"The Wall Street Journal","summary":"Dow futures, oil and bond yields rise, injecting some calm into markets.\n\nU.S. stock futures pointed","content":"<p>  Dow futures, oil and bond yields rise, injecting some calm into markets.  U.S. stock futures pointed to a rebound Tuesday, after major indexes tumbled Monday on concerns over the spread of Covid-19 variants and potential setbacks to the economic recovery.</p><p><blockquote>道指期货、石油和债券收益率上升，为市场注入了一些平静。美国股指期货周二出现反弹，此前主要股指周一因担心Covid-19变种传播和经济复苏可能受挫而暴跌。</blockquote></p><p> Futures tied to the Dow Jones Industrial Average rose 0.7%, suggesting a reversal for the blue-chip index that fell more than 700 points Monday in itsworst session since October. S&amp;P 500 futures rose 0.5% and Nasdaq 100 futures climbed 0.5%, pointing to a turnaround for both the broad-market index and technology stocks.</p><p><blockquote>与道琼斯工业平均指数相关的期货上涨0.7%，表明该蓝筹股指数周一下跌超过700点，创下10月份以来最糟糕的交易日。标普500期货上涨0.5%，纳斯达克100期货上涨0.5%，表明大盘指数和科技股均出现好转。</blockquote></p><p> Investors have grown concerned over the Delta coronavirus variant, prompting a reassessment of the economy’s prospects. Despite this, the three major stock indexes each closed only around 3% down from their all-time highs Monday, underscoring the strength of the rally that powered equity markets in the first half of the year.</p><p><blockquote>投资者对德尔塔新冠病毒变异毒株越来越担心，促使人们重新评估经济前景。尽管如此，三大股指周一收盘仅较历史高点下跌约3%，凸显了今年上半年推动股市上涨的力度。</blockquote></p><p> “When you get a selloff like we had yesterday, there are certainly going to be some investors who are going to see that as an opportunity to invest for the longer term,” said Kiran Ganesh, a multiasset strategist atUBSGlobal Wealth Management. “Especially where the 10-year [Treasury] yields have gone, that still points to the default position for investors as long equities, because there are simply very few other options.”</p><p><blockquote>UBS全球财富管理公司多资产策略师基兰·加内什(Kiran Ganesh)表示：“当出现像昨天那样的抛售时，肯定会有一些投资者将其视为长期投资的机会。”“尤其是10年期[国债]收益率的走势，这仍然表明投资者的默认头寸是做多股票，因为其他选择很少。”</blockquote></p><p> In bond markets, the yield on the benchmark 10-year U.S. Treasury note edged up to 1.200%, after dropping to 1.181% Monday in thebiggest daily decline since March. Prices rise when yields fall. The WSJ Dollar Index hovered around its highest level since March, up another 0.1%.</p><p><blockquote>债券市场方面，基准10年期美国国债收益率小幅升至1.200%，周一跌至1.181%，创3月份以来最大单日跌幅。当收益率下降时，价格就会上涨。华尔街日报美元指数徘徊在3月份以来的最高水平附近，再涨0.1%。</blockquote></p><p> Oil prices also ticked upafter tumbling Mondayon fears that Covid-19 could curb energy demand again. Brent crude added 0.3%, after dropping 6.8% in its worst daily performance since March. U.S. benchmark West Texas Intermediate also rose 0.3%, after logging its biggest drop since September.</p><p><blockquote>由于担心Covid-19可能再次抑制能源需求，油价在周一暴跌后也有所上涨。布伦特原油上涨0.3%，此前下跌6.8%，创3月份以来最差单日表现。美国基准西德克萨斯中质原油也上涨0.3%，创下9月份以来的最大跌幅。</blockquote></p><p> “We sometimes forget that when we’ve had periods of very strong performance and low volatility, small bumps in the market do feel like they are more than they are,” said Shaniel Ramjee, a multiasset fund manager at Pictet Asset Management.</p><p><blockquote>百达资产管理公司(Pictet Asset Management)多资产基金经理沙尼尔·拉姆吉(Shaniel Ramjee)表示：“我们有时会忘记，当我们经历了表现非常强劲和波动性较低的时期时，市场上的小幅波动确实会让人感觉超出了实际情况。”</blockquote></p><p> Earnings season is under way, with tobacco giantPhilip Morris Internationaland insurance company Travelers Companies scheduled to report ahead of the opening bell.Netflix,Chipotle Mexican Grilland United Airlines are slated to post earnings after markets close.</p><p><blockquote>财报季即将到来，烟草巨头菲利普莫里斯国际公司和保险公司Travelers Companies计划在开盘前公布财报。Netflix、Chipotle Mexican Grilland和联合航空计划在收盘后公布财报。</blockquote></p><p> Cryptocurrencies extended their declines, with bitcoin dropping below $30,000 Tuesday for the first time in a month. It declined nearly 3% from its level at 5 p.m. ET the previous day to around $29,800.</p><p><blockquote>加密货币延续跌势，比特币周二一个月来首次跌破30,000美元。较下午5点的水平下跌近3%。美国东部时间前一天至29,800美元左右。</blockquote></p><p> Overseas, the pan-continental Stoxx Europe 600 rose 0.9%. Among European equities, UBS climbed 2.6% after postingbetter-than-expected earningsfor the second quarter, driven by strong client activity and buoyant markets. Mining giantBHP Grouprose 2% after reportingstrong quarterly operations.</p><p><blockquote>海外方面，泛大陆斯托克欧洲600指数涨0.9%。在欧洲股市中，在强劲的客户活动和活跃的市场推动下，瑞银集团公布了好于预期的第二季度盈利，股价上涨2.6%。矿业巨头必和必拓集团在报告强劲的季度运营后股价上涨2%。</blockquote></p><p> In Asia, most major benchmarks extended Monday’s declines. The Shanghai Composite Index lost another 0.1% and Hong Kong’s Hang Seng tumbled 0.8%.</p><p><blockquote>在亚洲，大多数主要基准指数延续了周一的跌势。上证综合指数又下跌0.1%，香港恒生指数下跌0.8%。</blockquote></p><p> A gauge of housing starts in the U.S. in June is set for release at 8:30 a.m. ET. Economists expect a rise, as prices for materials such as lumber eased amid a limited supply of houses on the market.</p><p><blockquote>美国6月份新屋开工数据定于美国东部时间上午8:30发布。经济学家预计价格会上涨，因为市场上房屋供应有限，木材等材料的价格有所下降。</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>Markets Stabilize After Worst Fall for Stocks in Months<blockquote>股市数月来最严重下跌后市场企稳</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\">\nMarkets Stabilize After Worst Fall for Stocks in Months<blockquote>股市数月来最严重下跌后市场企稳</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Wall Street Journal</strong><span class=\"h-time small\">2021-07-20 17:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  Dow futures, oil and bond yields rise, injecting some calm into markets.  U.S. stock futures pointed to a rebound Tuesday, after major indexes tumbled Monday on concerns over the spread of Covid-19 variants and potential setbacks to the economic recovery.</p><p><blockquote>道指期货、石油和债券收益率上升，为市场注入了一些平静。美国股指期货周二出现反弹，此前主要股指周一因担心Covid-19变种传播和经济复苏可能受挫而暴跌。</blockquote></p><p> Futures tied to the Dow Jones Industrial Average rose 0.7%, suggesting a reversal for the blue-chip index that fell more than 700 points Monday in itsworst session since October. S&amp;P 500 futures rose 0.5% and Nasdaq 100 futures climbed 0.5%, pointing to a turnaround for both the broad-market index and technology stocks.</p><p><blockquote>与道琼斯工业平均指数相关的期货上涨0.7%，表明该蓝筹股指数周一下跌超过700点，创下10月份以来最糟糕的交易日。标普500期货上涨0.5%，纳斯达克100期货上涨0.5%，表明大盘指数和科技股均出现好转。</blockquote></p><p> Investors have grown concerned over the Delta coronavirus variant, prompting a reassessment of the economy’s prospects. Despite this, the three major stock indexes each closed only around 3% down from their all-time highs Monday, underscoring the strength of the rally that powered equity markets in the first half of the year.</p><p><blockquote>投资者对德尔塔新冠病毒变异毒株越来越担心，促使人们重新评估经济前景。尽管如此，三大股指周一收盘仅较历史高点下跌约3%，凸显了今年上半年推动股市上涨的力度。</blockquote></p><p> “When you get a selloff like we had yesterday, there are certainly going to be some investors who are going to see that as an opportunity to invest for the longer term,” said Kiran Ganesh, a multiasset strategist atUBSGlobal Wealth Management. “Especially where the 10-year [Treasury] yields have gone, that still points to the default position for investors as long equities, because there are simply very few other options.”</p><p><blockquote>UBS全球财富管理公司多资产策略师基兰·加内什(Kiran Ganesh)表示：“当出现像昨天那样的抛售时，肯定会有一些投资者将其视为长期投资的机会。”“尤其是10年期[国债]收益率的走势，这仍然表明投资者的默认头寸是做多股票，因为其他选择很少。”</blockquote></p><p> In bond markets, the yield on the benchmark 10-year U.S. Treasury note edged up to 1.200%, after dropping to 1.181% Monday in thebiggest daily decline since March. Prices rise when yields fall. The WSJ Dollar Index hovered around its highest level since March, up another 0.1%.</p><p><blockquote>债券市场方面，基准10年期美国国债收益率小幅升至1.200%，周一跌至1.181%，创3月份以来最大单日跌幅。当收益率下降时，价格就会上涨。华尔街日报美元指数徘徊在3月份以来的最高水平附近，再涨0.1%。</blockquote></p><p> Oil prices also ticked upafter tumbling Mondayon fears that Covid-19 could curb energy demand again. Brent crude added 0.3%, after dropping 6.8% in its worst daily performance since March. U.S. benchmark West Texas Intermediate also rose 0.3%, after logging its biggest drop since September.</p><p><blockquote>由于担心Covid-19可能再次抑制能源需求，油价在周一暴跌后也有所上涨。布伦特原油上涨0.3%，此前下跌6.8%，创3月份以来最差单日表现。美国基准西德克萨斯中质原油也上涨0.3%，创下9月份以来的最大跌幅。</blockquote></p><p> “We sometimes forget that when we’ve had periods of very strong performance and low volatility, small bumps in the market do feel like they are more than they are,” said Shaniel Ramjee, a multiasset fund manager at Pictet Asset Management.</p><p><blockquote>百达资产管理公司(Pictet Asset Management)多资产基金经理沙尼尔·拉姆吉(Shaniel Ramjee)表示：“我们有时会忘记，当我们经历了表现非常强劲和波动性较低的时期时，市场上的小幅波动确实会让人感觉超出了实际情况。”</blockquote></p><p> Earnings season is under way, with tobacco giantPhilip Morris Internationaland insurance company Travelers Companies scheduled to report ahead of the opening bell.Netflix,Chipotle Mexican Grilland United Airlines are slated to post earnings after markets close.</p><p><blockquote>财报季即将到来，烟草巨头菲利普莫里斯国际公司和保险公司Travelers Companies计划在开盘前公布财报。Netflix、Chipotle Mexican Grilland和联合航空计划在收盘后公布财报。</blockquote></p><p> Cryptocurrencies extended their declines, with bitcoin dropping below $30,000 Tuesday for the first time in a month. It declined nearly 3% from its level at 5 p.m. ET the previous day to around $29,800.</p><p><blockquote>加密货币延续跌势，比特币周二一个月来首次跌破30,000美元。较下午5点的水平下跌近3%。美国东部时间前一天至29,800美元左右。</blockquote></p><p> Overseas, the pan-continental Stoxx Europe 600 rose 0.9%. Among European equities, UBS climbed 2.6% after postingbetter-than-expected earningsfor the second quarter, driven by strong client activity and buoyant markets. Mining giantBHP Grouprose 2% after reportingstrong quarterly operations.</p><p><blockquote>海外方面，泛大陆斯托克欧洲600指数涨0.9%。在欧洲股市中，在强劲的客户活动和活跃的市场推动下，瑞银集团公布了好于预期的第二季度盈利，股价上涨2.6%。矿业巨头必和必拓集团在报告强劲的季度运营后股价上涨2%。</blockquote></p><p> In Asia, most major benchmarks extended Monday’s declines. The Shanghai Composite Index lost another 0.1% and Hong Kong’s Hang Seng tumbled 0.8%.</p><p><blockquote>在亚洲，大多数主要基准指数延续了周一的跌势。上证综合指数又下跌0.1%，香港恒生指数下跌0.8%。</blockquote></p><p> A gauge of housing starts in the U.S. in June is set for release at 8:30 a.m. ET. Economists expect a rise, as prices for materials such as lumber eased amid a limited supply of houses on the market.</p><p><blockquote>美国6月份新屋开工数据定于美国东部时间上午8:30发布。经济学家预计价格会上涨，因为市场上房屋供应有限，木材等材料的价格有所下降。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.wsj.com/articles/global-stock-markets-dow-update-07-20-2021-11626768165\">The Wall Street Journal</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":{".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.wsj.com/articles/global-stock-markets-dow-update-07-20-2021-11626768165","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149956232","content_text":"Dow futures, oil and bond yields rise, injecting some calm into markets.\n\nU.S. stock futures pointed to a rebound Tuesday, after major indexes tumbled Monday on concerns over the spread of Covid-19 variants and potential setbacks to the economic recovery.\nFutures tied to the Dow Jones Industrial Average rose 0.7%, suggesting a reversal for the blue-chip index that fell more than 700 points Monday in itsworst session since October. S&P 500 futures rose 0.5% and Nasdaq 100 futures climbed 0.5%, pointing to a turnaround for both the broad-market index and technology stocks.\nInvestors have grown concerned over the Delta coronavirus variant, prompting a reassessment of the economy’s prospects. Despite this, the three major stock indexes each closed only around 3% down from their all-time highs Monday, underscoring the strength of the rally that powered equity markets in the first half of the year.\n“When you get a selloff like we had yesterday, there are certainly going to be some investors who are going to see that as an opportunity to invest for the longer term,” said Kiran Ganesh, a multiasset strategist atUBSGlobal Wealth Management. “Especially where the 10-year [Treasury] yields have gone, that still points to the default position for investors as long equities, because there are simply very few other options.”\nIn bond markets, the yield on the benchmark 10-year U.S. Treasury note edged up to 1.200%, after dropping to 1.181% Monday in thebiggest daily decline since March. Prices rise when yields fall. The WSJ Dollar Index hovered around its highest level since March, up another 0.1%.\nOil prices also ticked upafter tumbling Mondayon fears that Covid-19 could curb energy demand again. Brent crude added 0.3%, after dropping 6.8% in its worst daily performance since March. U.S. benchmark West Texas Intermediate also rose 0.3%, after logging its biggest drop since September.\n“We sometimes forget that when we’ve had periods of very strong performance and low volatility, small bumps in the market do feel like they are more than they are,” said Shaniel Ramjee, a multiasset fund manager at Pictet Asset Management.\nEarnings season is under way, with tobacco giantPhilip Morris Internationaland insurance company Travelers Companies scheduled to report ahead of the opening bell.Netflix,Chipotle Mexican Grilland United Airlines are slated to post earnings after markets close.\nCryptocurrencies extended their declines, with bitcoin dropping below $30,000 Tuesday for the first time in a month. It declined nearly 3% from its level at 5 p.m. ET the previous day to around $29,800.\nOverseas, the pan-continental Stoxx Europe 600 rose 0.9%. Among European equities, UBS climbed 2.6% after postingbetter-than-expected earningsfor the second quarter, driven by strong client activity and buoyant markets. Mining giantBHP Grouprose 2% after reportingstrong quarterly operations.\nIn Asia, most major benchmarks extended Monday’s declines. The Shanghai Composite Index lost another 0.1% and Hong Kong’s Hang Seng tumbled 0.8%.\nA gauge of housing starts in the U.S. in June is set for release at 8:30 a.m. ET. Economists expect a rise, as prices for materials such as lumber eased amid a limited supply of houses on the market.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":639722765,"gmtCreate":1643472122975,"gmtModify":1643472123458,"author":{"id":"3585125163446793","authorId":"3585125163446793","name":"RobinChanKH","avatar":"https://static.tigerbbs.com/bf0ba843eca17a8812677bc4f2a46162","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585125163446793","idStr":"3585125163446793"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/639722765","repostId":"1157223555","repostType":4,"repost":{"id":"1157223555","kind":"news","pubTimestamp":1643443466,"share":"https://www.laohu8.com/m/news/1157223555?lang=zh_CN&edition=full","pubTime":"2022-01-29 16:04","market":"us","language":"en","title":"Goldman Sachs Predicts Fed Will Raise Rates Five Times This Year<blockquote>高盛预测美联储今年将加息五次</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1157223555","media":"Bloomberg","summary":"Goldman Sachs Group Inc.’s economists joined Wall Street peers in forecasting the Federal Reserve wi","content":"<p><html><head></head><body>Goldman Sachs Group Inc.’s economists joined Wall Street peers in forecasting the Federal Reserve will raise interest rates more aggressively than they previously expected.</p><p><blockquote><html><head></head><body>高盛集团（Goldman Sachs Group Inc.）的经济学家与华尔街同行一起预测，美联储将比他们之前预期的更激进地加息。</body></html></blockquote></p><p>Economists led by Jan Hatzius now predict the Fed will lift its near zero benchmark by 25 basis points five times this year rather than on four occasions. That would take the benchmark to 1.25%-1.5% by the end of the year.</p><p><blockquote>以Jan Hatzius为首的经济学家现在预测，美联储今年将五次将其近零基准上调25个基点，而不是四次。到今年年底，该基准利率将升至1.25%-1.5%。</blockquote></p><p>Shifts are now seen by Goldman Sachs in March, May, July, September and December. They also expect officials to announce the start of a balance sheet reduction in June.</p><p><blockquote>高盛现在在3月、5月、7月、9月和12月看到了转变。他们还预计官员们将在6月份宣布开始缩减资产负债表。</blockquote></p><p>The switch came days after Fed Chair Jerome Powell said officials were ready to raise rates in March and left the door open to moving at every meeting if needed to curb the fastest inflation in 40 years. A government report on Friday showed the Employment Cost Index rose 4% in the year through December, the most in two decades.</p><p><blockquote>几天前，美联储主席杰罗姆·鲍威尔表示，官员们已准备好在3月份加息，并在每次会议上为遏制40年来最快的通胀敞开了大门。周五的一份政府报告显示，截至12月的一年中，就业成本指数上涨了4%，为二十年来的最高水平。</blockquote></p><p>Fed Kicks Off Most Aggressive Global Tightening in Decades</p><p><blockquote>美联储启动数十年来最激进的全球紧缩政策</blockquote></p><p>“The evidence that wage growth is running above levels consistent with the Fed’s inflation target has strengthened, and we have revised up our inflation path,” the Goldman Sachs economists said in a report to clients. “In addition, Chair Powell’s comments earlier this week made it clear that the Fed leadership is open to a more aggressive pace of tightening.”</p><p><blockquote>高盛经济学家在给客户的一份报告中表示：“工资增长高于美联储通胀目标水平的证据已经加强，我们已经上调了通胀路径。”“此外，鲍威尔主席本周早些时候的言论明确表示，美联储领导层对更激进的紧缩步伐持开放态度。”</blockquote></p><p>The Fed could still switch gears if market conditions change or the economy decelerates much faster than projected, or tighten monetary policy even more than forecast if inflation remains high enough, they said.</p><p><blockquote>他们表示，如果市场状况发生变化或经济减速比预期快得多，美联储仍可能改变策略，或者如果通胀仍然足够高，美联储收紧货币政策的幅度甚至超过预期。</blockquote></p><p>Even as they agreed the Fed will do more than they previously bet, banks were divided this week over how aggressive policy makers would be.</p><p><blockquote>尽管他们一致认为美联储将采取比之前押注更多的行动，但银行本周在政策制定者的激进程度上存在分歧。</blockquote></p><p>Bank of America Corp. now predicts seven rate hikes in 2022 and BNP Paribas SA forecasts six, while JPMorgan Chase &amp; Co. and Deutsche Bank AG see five.</p><p><blockquote>美国银行目前预测2022年加息七次，法国巴黎银行预测加息六次，摩根大通和德意志银行预计加息五次。</blockquote></p><p>Nomura Holdings Inc. even reckons the central bank will deliver a 50 basis points increase in March, which would be the biggest move since 2000.</p><p><blockquote>野村控股公司甚至预计央行将在3月份加息50个基点，这将是自2000年以来的最大举措。</blockquote></p><p>Bloomberg Economics is sticking with the projection of five hikes it made earlier this month, though Chief Economist Anna Wong said this week there is a risk of six increases.</p><p><blockquote>彭博经济研究所坚持本月早些时候做出的五次加息的预测，尽管首席经济学家Anna Wong本周表示有六次加息的风险。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Goldman Sachs Predicts Fed Will Raise Rates Five Times This Year<blockquote>高盛预测美联储今年将加息五次</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\">\nGoldman Sachs Predicts Fed Will Raise Rates Five Times This Year<blockquote>高盛预测美联储今年将加息五次</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Bloomberg</strong><span class=\"h-time small\">2022-01-29 16:04</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Goldman Sachs Group Inc.’s economists joined Wall Street peers in forecasting the Federal Reserve will raise interest rates more aggressively than they previously expected.</p><p><blockquote><html><head></head><body>高盛集团（Goldman Sachs Group Inc.）的经济学家与华尔街同行一起预测，美联储将比他们之前预期的更激进地加息。</body></html></blockquote></p><p>Economists led by Jan Hatzius now predict the Fed will lift its near zero benchmark by 25 basis points five times this year rather than on four occasions. That would take the benchmark to 1.25%-1.5% by the end of the year.</p><p><blockquote>以Jan Hatzius为首的经济学家现在预测，美联储今年将五次将其近零基准上调25个基点，而不是四次。到今年年底，该基准利率将升至1.25%-1.5%。</blockquote></p><p>Shifts are now seen by Goldman Sachs in March, May, July, September and December. They also expect officials to announce the start of a balance sheet reduction in June.</p><p><blockquote>高盛现在在3月、5月、7月、9月和12月看到了转变。他们还预计官员们将在6月份宣布开始缩减资产负债表。</blockquote></p><p>The switch came days after Fed Chair Jerome Powell said officials were ready to raise rates in March and left the door open to moving at every meeting if needed to curb the fastest inflation in 40 years. A government report on Friday showed the Employment Cost Index rose 4% in the year through December, the most in two decades.</p><p><blockquote>几天前，美联储主席杰罗姆·鲍威尔表示，官员们已准备好在3月份加息，并在每次会议上为遏制40年来最快的通胀敞开了大门。周五的一份政府报告显示，截至12月的一年中，就业成本指数上涨了4%，为二十年来的最高水平。</blockquote></p><p>Fed Kicks Off Most Aggressive Global Tightening in Decades</p><p><blockquote>美联储启动数十年来最激进的全球紧缩政策</blockquote></p><p>“The evidence that wage growth is running above levels consistent with the Fed’s inflation target has strengthened, and we have revised up our inflation path,” the Goldman Sachs economists said in a report to clients. “In addition, Chair Powell’s comments earlier this week made it clear that the Fed leadership is open to a more aggressive pace of tightening.”</p><p><blockquote>高盛经济学家在给客户的一份报告中表示：“工资增长高于美联储通胀目标水平的证据已经加强，我们已经上调了通胀路径。”“此外，鲍威尔主席本周早些时候的言论明确表示，美联储领导层对更激进的紧缩步伐持开放态度。”</blockquote></p><p>The Fed could still switch gears if market conditions change or the economy decelerates much faster than projected, or tighten monetary policy even more than forecast if inflation remains high enough, they said.</p><p><blockquote>他们表示，如果市场状况发生变化或经济减速比预期快得多，美联储仍可能改变策略，或者如果通胀仍然足够高，美联储收紧货币政策的幅度甚至超过预期。</blockquote></p><p>Even as they agreed the Fed will do more than they previously bet, banks were divided this week over how aggressive policy makers would be.</p><p><blockquote>尽管他们一致认为美联储将采取比之前押注更多的行动，但银行本周在政策制定者的激进程度上存在分歧。</blockquote></p><p>Bank of America Corp. now predicts seven rate hikes in 2022 and BNP Paribas SA forecasts six, while JPMorgan Chase &amp; Co. and Deutsche Bank AG see five.</p><p><blockquote>美国银行目前预测2022年加息七次，法国巴黎银行预测加息六次，摩根大通和德意志银行预计加息五次。</blockquote></p><p>Nomura Holdings Inc. even reckons the central bank will deliver a 50 basis points increase in March, which would be the biggest move since 2000.</p><p><blockquote>野村控股公司甚至预计央行将在3月份加息50个基点，这将是自2000年以来的最大举措。</blockquote></p><p>Bloomberg Economics is sticking with the projection of five hikes it made earlier this month, though Chief Economist Anna Wong said this week there is a risk of six increases.</p><p><blockquote>彭博经济研究所坚持本月早些时候做出的五次加息的预测，尽管首席经济学家Anna Wong本周表示有六次加息的风险。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/goldman-sachs-predicts-fed-raise-071350897.html\">Bloomberg</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":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://finance.yahoo.com/news/goldman-sachs-predicts-fed-raise-071350897.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157223555","content_text":"Goldman Sachs Group Inc.’s economists joined Wall Street peers in forecasting the Federal Reserve will raise interest rates more aggressively than they previously expected.Economists led by Jan Hatzius now predict the Fed will lift its near zero benchmark by 25 basis points five times this year rather than on four occasions. That would take the benchmark to 1.25%-1.5% by the end of the year.Shifts are now seen by Goldman Sachs in March, May, July, September and December. They also expect officials to announce the start of a balance sheet reduction in June.The switch came days after Fed Chair Jerome Powell said officials were ready to raise rates in March and left the door open to moving at every meeting if needed to curb the fastest inflation in 40 years. A government report on Friday showed the Employment Cost Index rose 4% in the year through December, the most in two decades.Fed Kicks Off Most Aggressive Global Tightening in Decades“The evidence that wage growth is running above levels consistent with the Fed’s inflation target has strengthened, and we have revised up our inflation path,” the Goldman Sachs economists said in a report to clients. “In addition, Chair Powell’s comments earlier this week made it clear that the Fed leadership is open to a more aggressive pace of tightening.”The Fed could still switch gears if market conditions change or the economy decelerates much faster than projected, or tighten monetary policy even more than forecast if inflation remains high enough, they said.Even as they agreed the Fed will do more than they previously bet, banks were divided this week over how aggressive policy makers would be.Bank of America Corp. now predicts seven rate hikes in 2022 and BNP Paribas SA forecasts six, while JPMorgan Chase & Co. and Deutsche Bank AG see five.Nomura Holdings Inc. even reckons the central bank will deliver a 50 basis points increase in March, which would be the biggest move since 2000.Bloomberg Economics is sticking with the projection of five hikes it made earlier this month, though Chief Economist Anna Wong said this week there is a risk of six increases.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":3351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873932069,"gmtCreate":1636824528281,"gmtModify":1636824528453,"author":{"id":"3585125163446793","authorId":"3585125163446793","name":"RobinChanKH","avatar":"https://static.tigerbbs.com/bf0ba843eca17a8812677bc4f2a46162","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585125163446793","idStr":"3585125163446793"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/873932069","repostId":"1102251183","repostType":4,"repost":{"id":"1102251183","kind":"news","pubTimestamp":1636772424,"share":"https://www.laohu8.com/m/news/1102251183?lang=zh_CN&edition=full","pubTime":"2021-11-13 11:00","market":"us","language":"en","title":"Pfizer Shows Its R&D Is Strong. It’s a Good Sign for the Stock.<blockquote>辉瑞显示其研发实力雄厚。这对该股来说是一个好兆头。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1102251183","media":"Barrons","summary":"Pfizer’s chief scientific officer, Mikael Dolsten, sounded giddy when reached via telephone early Mo","content":"<p>Pfizer’s&nbsp;chief scientific officer, Mikael Dolsten, sounded giddy when reached via telephone early Monday morning. It was just days after his company knocked the socks off the market with the news that its Covid-19 antiviral had cut the risk of hospitalization by 89% in high-risk adults.</p><p><blockquote>周一早上，辉瑞公司首席科学官米凯尔·多尔斯滕(Mikael Dolsten)接到电话时，听起来很头晕。就在几天前，他的公司宣布其Covid-19抗病毒药物将高危成年人的住院风险降低了89%。</blockquote></p><p> “It can’t be just a random thing, that you’re able to beat this type of world record and get a grand slam at the same time by chance,” Dolsten said, scrambling sports metaphors as he sought to illustrate the magnitude of Pfizer’s twin wins: the development of a stunningly effective Covid-19 vaccine in just 10 months, followed a year later by the development of a similarly stunning Covid-19 antiviral.</p><p><blockquote>多尔斯滕说：“你能够打破这种类型的世界纪录，同时偶然获得大满贯，这不可能只是一件随机的事情。”他在试图说明辉瑞的双重胜利：在短短10个月内开发出了一种效果惊人的Covid-19疫苗，一年后又开发出了一种同样令人惊叹的Covid-19抗病毒药物。</blockquote></p><p> Two years ago, Pfizer (ticker: PFE) CEO Albert Bourla asked investors to take a big gamble on the research-and-development operation that Dolsten has rebuilt over the course of more than a decade. That bet is looking smarter than ever.</p><p><blockquote>两年前，辉瑞（股票代码：PFE）首席执行官阿尔伯特·布尔拉（Albert Bourla）要求投资者对多尔斯滕十多年来重建的研发业务进行豪赌。这个赌注看起来比以往任何时候都更聪明。</blockquote></p><p> Bourla has gotten rid of Pfizer’s off-patent drugs division and the last of its consumer health products, leaving behind a pure-play biopharma company that will live or die on the strength of Dolsten’s science.</p><p><blockquote>Bourla已经摆脱了辉瑞的非专利药物部门及其最后的消费者健康产品，留下了一家纯粹的生物制药公司，该公司的生死存亡都取决于Dolsten的科学实力。</blockquote></p><p> In a cover story in November 2019, <i>Barron’s</i> argued that Bourla and Dolsten could pull it off.</p><p><blockquote>在2019年11月的一篇封面报道中，<i>巴伦周刊</i>认为布尔拉和多尔斯滕可以成功。</blockquote></p><p> The new antiviral data reaffirms the case for Pfizer that <i>Barron’s</i> made two years ago. Continuing to profit off the pandemic, however, brings new risks, as criticism grows over the global inequity in vaccine distribution. Low-income nations account for less than 1% of the more than seven billion doses administered worldwide. If distribution of Pfizer’s antiviral continues to favor wealthy nations, the company’s stock could ultimately suffer.</p><p><blockquote>新的抗病毒数据再次证实了辉瑞的理由<i>巴伦周刊</i>两年前做的。然而，随着对全球疫苗分配不平等的批评越来越多，继续从大流行中获利会带来新的风险。在全球超过70亿剂疫苗中，低收入国家仅占不到1%。如果辉瑞抗病毒药物的分销继续有利于富裕国家，该公司的股票最终可能会受到影响。</blockquote></p><p> Pfizer’s shares surged 10.9% the day the data came out, their best daily showing in at least 20 years. Still, with the stock now changing hands at around $50, investors continue to undervalue the company. Investors are pricing Pfizer at 12 times next year’s expected earnings, cheaper than peers like&nbsp;Johnson &amp; Johnson&nbsp;(JNJ) and&nbsp;Eli Lilly&nbsp;(LLY).</p><p><blockquote>数据公布当天，辉瑞股价飙升10.9%，创下至少20年来的最佳单日表现。尽管如此，由于该股目前易手价格约为50美元，投资者继续低估该公司的价值。投资者对辉瑞的定价是明年预期收益的12倍，低于强生(JNJ)和礼来(LLY)等同行。</blockquote></p><p> The Pfizer discount can be attributed to concerns over the patent cliff the drugmaker faces at the end of the decade. The company stands to lose exclusivity over a handful of drugs that bring in billions in annual revenue.</p><p><blockquote>辉瑞的折扣可归因于对该制药商在本世纪末面临专利悬崖的担忧。该公司将失去对少数年收入数十亿美元的药物的独家经营权。</blockquote></p><p> The worries are legitimate, but Pfizer’s scientific coup should give investors confidence that the company’s science can carry it safely over that cliff. It may take time for the market to catch up, but for long-term investors, it’s a promising opportunity.</p><p><blockquote>这些担忧是合理的，但辉瑞的科学政变应该让投资者相信该公司的科学能够安全地越过悬崖。市场可能需要时间才能赶上，但对于长期投资者来说，这是一个充满希望的机会。</blockquote></p><p> The success of the antiviral is the best illustration yet of Pfizer’s scientific prowess.</p><p><blockquote>抗病毒药物的成功是辉瑞科学实力的最佳例证。</blockquote></p><p> While Pfizer’s Covid-19 vaccine came out of the labs of the German biotech&nbsp;BioNTech&nbsp;(BNTX), the new Covid-19 antiviral was whipped up by what Dolsten called a “dream team” of scientists at Pfizer’s own labs across the Northeast U.S.</p><p><blockquote>虽然辉瑞的新冠肺炎疫苗来自德国生物技术公司BioNTech(BNTX)的实验室，但新的新冠肺炎抗病毒药物是由多尔斯滕所说的辉瑞位于美国东北部实验室的科学家“梦之队”研制出来的。</blockquote></p><p> In the earliest days of the pandemic, Pfizer split its efforts between its collaboration with BioNTech on the vaccine and its quest for a Covid-19 pill. The vaccine effort operated on a huge scale; Dolsten called it a “mega team” that spanned the Atlantic.</p><p><blockquote>在大流行的早期，辉瑞公司将其努力分为与BioNTech在疫苗上的合作和对新冠肺炎药丸的探索。疫苗工作规模巨大；多尔斯滕称之为横跨大西洋的“巨型团队”。</blockquote></p><p> The antiviral project was a much smaller operation—a group of Pfizer experts operating with resources left over from the vaccine push.</p><p><blockquote>抗病毒项目规模要小得多——一组辉瑞专家利用疫苗推广剩余的资源进行运营。</blockquote></p><p> “The small molecule was more like a nimble, laser-focused, high-end team, with rather moderate resources,” Dolsten said.</p><p><blockquote>“小分子更像是一个灵活、专注于激光的高端团队，拥有相当适中的资源，”多尔斯滕说。</blockquote></p><p> Dolsten gathered some of Pfizer’s most experienced scientists to work on the antiviral project, including its head of medicine design, Charlotte Allerton. The scientists started with work Pfizer had done years ago on a type of antiviral called a protease inhibitor.</p><p><blockquote>多尔斯滕召集了辉瑞公司一些最有经验的科学家参与抗病毒项目，其中包括药物设计主管夏洛特·阿勒顿。科学家们从辉瑞公司多年前在一种叫做蛋白酶抑制剂的抗病毒药物上所做的工作开始。</blockquote></p><p> “[Pfizer’s] pharmaceutical R&amp;D is better than people had thought.”</p><p><blockquote>“（辉瑞的）制药研发比人们想象的要好。”</blockquote></p><p> The protease inhibitors in the Pfizer library, however, had been administered intravenously, and had not worked well when delivered orally. The team had to figure out how to adapt the drugs to oral administration, a substantial undertaking.</p><p><blockquote>然而，辉瑞文库中的蛋白酶抑制剂已经静脉内施用，并且当口服递送时效果不佳。该团队必须弄清楚如何使药物适应口服给药，这是一项艰巨的任务。</blockquote></p><p> “They had to really create a lot of new chemistry,” Dolsten said. The scientists created 600 compounds to nail down the right drug, a process that might normally take years, and which they accomplished in a matter of months. “Four years turned into four months here,” he said.</p><p><blockquote>“他们必须真正创造很多新的化学反应，”多尔斯滕说。科学家们创造了600种化合物来确定正确的药物，这个过程通常可能需要数年时间，但他们在几个月内就完成了。“在这里，四年变成了四个月，”他说。</blockquote></p><p> Pfizer started testing the pill in humans in March. It is now running a number of Phase 2/3 trials of the drug, including one for patients who are high risk, one for patients not high risk, and one as a prophylaxis for patients who have been exposed to the virus but aren’t yet sick. In the first readout, the drug looked substantially more effective than the Covid treatment pill from&nbsp;Merck&nbsp;(MRK).</p><p><blockquote>辉瑞公司于三月份开始在人体中测试这种药物。该公司目前正在进行该药物的多项2/3期试验，包括一项针对高风险患者，一项针对非高风险患者，以及一项针对接触过病毒但尚未患病的患者的预防试验。在第一次读数中，该药物看起来比默克公司(MRK)的新冠治疗药物有效得多。</blockquote></p><p> “It definitely helps prove the point that [Pfizer’s] pharmaceutical R&amp;D is better than people had thought,” says Louise Chen, an analyst at Cantor Fitzgerald, who has an Overweight rating and a $61 price target on the stock.</p><p><blockquote>Cantor Fitzgerald分析师Louise Chen表示：“这无疑有助于证明辉瑞的制药研发比人们想象的要好。”她对该股给予跑赢大盘评级，目标价为61美元。</blockquote></p><p></p><p> Chen says that she doesn’t expect investors to come around to her way of thinking until there is more clarity on the durability of Covid-19 vaccine and pill sales, and the rest of the pipeline gets proved out.</p><p><blockquote>陈表示，在Covid-19疫苗和药丸销售的持久性更加明确以及其余产品得到证实之前，她预计投资者不会接受她的想法。</blockquote></p><p> “There is not one event that I think will trigger a re-rating of the stock at the next level,” she says. “Until those things play out, I don’t think that it necessarily will.”</p><p><blockquote>“我认为没有一个事件会引发该股下一个级别的重新评级，”她说。“在这些事情发生之前，我认为不一定会发生。”</blockquote></p><p> That makes a bet on Pfizer a long-term play. In the meantime, the experience of&nbsp;Moderna&nbsp;(MRNA) in recent weeks is highlighting the potential for the vaccine makers to come under scrutiny over unequal distribution of vaccines.</p><p><blockquote>这使得对辉瑞的押注成为一项长期投资。与此同时，Moderna(MRNA)最近几周的经历凸显了疫苗制造商因疫苗分配不平等而受到审查的可能性。</blockquote></p><p> Biden administration officials have been increasingly frustrated with Moderna, calling on the company to ramp up production so it can offer more doses at not-for-profit prices to low-income countries, with one top official calling on the company to “step up.”</p><p><blockquote>拜登政府官员对Moderna越来越失望，呼吁该公司提高产量，以便能够以非营利价格向低收入国家提供更多剂量，一位高级官员呼吁该公司“挺身而出”。</blockquote></p><p> Moderna shares are down more than 40% over the past three months.</p><p><blockquote>Moderna股价在过去三个月下跌了40%以上。</blockquote></p><p> As the pandemic persists, Pfizer risks eroding the enormous goodwill it earned roughly a year ago when it introduced its Covid-19 vaccine. Earlier this month, Pfizer CEO Bourla blamed low-income countries for unfair vaccine distribution, telling <i>Barron’s</i> that it was their fault for not placing orders. Pfizer has sold a billion vaccine doses to the U.S. at a not-for-profit price to donate to poor countries, and says that a total of at least two billion doses will be delivered to low- and middle-income nations by the end of next year.</p><p><blockquote>随着疫情的持续，辉瑞面临着侵蚀大约一年前推出Covid-19疫苗时赢得的巨大商誉的风险。本月早些时候，辉瑞首席执行官布尔拉指责低收入国家疫苗分配不公平，告诉<i>巴伦周刊</i>没有下订单是他们的错。辉瑞公司已以非营利价格向美国出售了10亿剂疫苗，捐赠给贫穷国家，并表示到明年年底将向中低收入国家提供总计至少20亿剂疫苗。</blockquote></p><p> When it comes to antivirals, Pfizer has said only that it will offer tiered pricing for poorer nations, the same approach it has taken with its vaccine.</p><p><blockquote>在抗病毒药物方面，辉瑞仅表示将为较贫穷国家提供分级定价，与其疫苗采取的方法相同。</blockquote></p><p> That contrasts sharply with Merck’s plan to make its own Covid-19 pill available to poor countries. Merck has signed a deal with a United Nations-backed group that will allow its pill to be licensed globally, with no royalties paid to Merck.</p><p><blockquote>这与默克公司向贫穷国家提供自己的Covid-19药丸的计划形成鲜明对比。默克公司已与一个联合国支持的组织签署了一项协议，允许其药丸在全球范围内获得许可，无需向默克公司支付特许权使用费。</blockquote></p><p> Dolsten said that Pfizer is looking into licensing its pill under a similar mechanism as Merck’s. “We will look at those options,” he said. “By no means have we said we would do something different. We just want to make sure whoever will be involved gets the advice and skill to do this.”</p><p><blockquote>多尔斯滕表示，辉瑞正在考虑根据与默克类似的机制许可其药物。“我们将考虑这些选择，”他说。“我们绝不是说我们会做一些不同的事情。我们只是想确保参与其中的人都能获得这样做的建议和技能。”</blockquote></p><p> Such a step couldn’t come soon enough. Late last month, activists protested outside Bourla’s home, calling on Pfizer to share its vaccine manufacturing technology and to fill orders from low-income countries ahead of those from wealthy countries.</p><p><blockquote>这样的一步来得太快了。上月底，活动人士在布尔拉家外抗议，呼吁辉瑞分享其疫苗制造技术，并在富裕国家之前完成低收入国家的订单。</blockquote></p><p> An aggressive plan to share its antiviral would help stave off such criticism, keeping Pfizer in the relative good graces of Washington and allowing its impressive science to continue to drive the stock higher.</p><p><blockquote>分享其抗病毒药物的积极计划将有助于避免此类批评，使辉瑞公司相对受到华盛顿的青睐，并使其令人印象深刻的科学知识继续推动股价走高。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pfizer Shows Its R&D Is Strong. It’s a Good Sign for the Stock.<blockquote>辉瑞显示其研发实力雄厚。这对该股来说是一个好兆头。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPfizer Shows Its R&D Is Strong. It’s a Good Sign for the Stock.<blockquote>辉瑞显示其研发实力雄厚。这对该股来说是一个好兆头。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-11-13 11:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Pfizer’s&nbsp;chief scientific officer, Mikael Dolsten, sounded giddy when reached via telephone early Monday morning. It was just days after his company knocked the socks off the market with the news that its Covid-19 antiviral had cut the risk of hospitalization by 89% in high-risk adults.</p><p><blockquote>周一早上，辉瑞公司首席科学官米凯尔·多尔斯滕(Mikael Dolsten)接到电话时，听起来很头晕。就在几天前，他的公司宣布其Covid-19抗病毒药物将高危成年人的住院风险降低了89%。</blockquote></p><p> “It can’t be just a random thing, that you’re able to beat this type of world record and get a grand slam at the same time by chance,” Dolsten said, scrambling sports metaphors as he sought to illustrate the magnitude of Pfizer’s twin wins: the development of a stunningly effective Covid-19 vaccine in just 10 months, followed a year later by the development of a similarly stunning Covid-19 antiviral.</p><p><blockquote>多尔斯滕说：“你能够打破这种类型的世界纪录，同时偶然获得大满贯，这不可能只是一件随机的事情。”他在试图说明辉瑞的双重胜利：在短短10个月内开发出了一种效果惊人的Covid-19疫苗，一年后又开发出了一种同样令人惊叹的Covid-19抗病毒药物。</blockquote></p><p> Two years ago, Pfizer (ticker: PFE) CEO Albert Bourla asked investors to take a big gamble on the research-and-development operation that Dolsten has rebuilt over the course of more than a decade. That bet is looking smarter than ever.</p><p><blockquote>两年前，辉瑞（股票代码：PFE）首席执行官阿尔伯特·布尔拉（Albert Bourla）要求投资者对多尔斯滕十多年来重建的研发业务进行豪赌。这个赌注看起来比以往任何时候都更聪明。</blockquote></p><p> Bourla has gotten rid of Pfizer’s off-patent drugs division and the last of its consumer health products, leaving behind a pure-play biopharma company that will live or die on the strength of Dolsten’s science.</p><p><blockquote>Bourla已经摆脱了辉瑞的非专利药物部门及其最后的消费者健康产品，留下了一家纯粹的生物制药公司，该公司的生死存亡都取决于Dolsten的科学实力。</blockquote></p><p> In a cover story in November 2019, <i>Barron’s</i> argued that Bourla and Dolsten could pull it off.</p><p><blockquote>在2019年11月的一篇封面报道中，<i>巴伦周刊</i>认为布尔拉和多尔斯滕可以成功。</blockquote></p><p> The new antiviral data reaffirms the case for Pfizer that <i>Barron’s</i> made two years ago. Continuing to profit off the pandemic, however, brings new risks, as criticism grows over the global inequity in vaccine distribution. Low-income nations account for less than 1% of the more than seven billion doses administered worldwide. If distribution of Pfizer’s antiviral continues to favor wealthy nations, the company’s stock could ultimately suffer.</p><p><blockquote>新的抗病毒数据再次证实了辉瑞的理由<i>巴伦周刊</i>两年前做的。然而，随着对全球疫苗分配不平等的批评越来越多，继续从大流行中获利会带来新的风险。在全球超过70亿剂疫苗中，低收入国家仅占不到1%。如果辉瑞抗病毒药物的分销继续有利于富裕国家，该公司的股票最终可能会受到影响。</blockquote></p><p> Pfizer’s shares surged 10.9% the day the data came out, their best daily showing in at least 20 years. Still, with the stock now changing hands at around $50, investors continue to undervalue the company. Investors are pricing Pfizer at 12 times next year’s expected earnings, cheaper than peers like&nbsp;Johnson &amp; Johnson&nbsp;(JNJ) and&nbsp;Eli Lilly&nbsp;(LLY).</p><p><blockquote>数据公布当天，辉瑞股价飙升10.9%，创下至少20年来的最佳单日表现。尽管如此，由于该股目前易手价格约为50美元，投资者继续低估该公司的价值。投资者对辉瑞的定价是明年预期收益的12倍，低于强生(JNJ)和礼来(LLY)等同行。</blockquote></p><p> The Pfizer discount can be attributed to concerns over the patent cliff the drugmaker faces at the end of the decade. The company stands to lose exclusivity over a handful of drugs that bring in billions in annual revenue.</p><p><blockquote>辉瑞的折扣可归因于对该制药商在本世纪末面临专利悬崖的担忧。该公司将失去对少数年收入数十亿美元的药物的独家经营权。</blockquote></p><p> The worries are legitimate, but Pfizer’s scientific coup should give investors confidence that the company’s science can carry it safely over that cliff. It may take time for the market to catch up, but for long-term investors, it’s a promising opportunity.</p><p><blockquote>这些担忧是合理的，但辉瑞的科学政变应该让投资者相信该公司的科学能够安全地越过悬崖。市场可能需要时间才能赶上，但对于长期投资者来说，这是一个充满希望的机会。</blockquote></p><p> The success of the antiviral is the best illustration yet of Pfizer’s scientific prowess.</p><p><blockquote>抗病毒药物的成功是辉瑞科学实力的最佳例证。</blockquote></p><p> While Pfizer’s Covid-19 vaccine came out of the labs of the German biotech&nbsp;BioNTech&nbsp;(BNTX), the new Covid-19 antiviral was whipped up by what Dolsten called a “dream team” of scientists at Pfizer’s own labs across the Northeast U.S.</p><p><blockquote>虽然辉瑞的新冠肺炎疫苗来自德国生物技术公司BioNTech(BNTX)的实验室，但新的新冠肺炎抗病毒药物是由多尔斯滕所说的辉瑞位于美国东北部实验室的科学家“梦之队”研制出来的。</blockquote></p><p> In the earliest days of the pandemic, Pfizer split its efforts between its collaboration with BioNTech on the vaccine and its quest for a Covid-19 pill. The vaccine effort operated on a huge scale; Dolsten called it a “mega team” that spanned the Atlantic.</p><p><blockquote>在大流行的早期，辉瑞公司将其努力分为与BioNTech在疫苗上的合作和对新冠肺炎药丸的探索。疫苗工作规模巨大；多尔斯滕称之为横跨大西洋的“巨型团队”。</blockquote></p><p> The antiviral project was a much smaller operation—a group of Pfizer experts operating with resources left over from the vaccine push.</p><p><blockquote>抗病毒项目规模要小得多——一组辉瑞专家利用疫苗推广剩余的资源进行运营。</blockquote></p><p> “The small molecule was more like a nimble, laser-focused, high-end team, with rather moderate resources,” Dolsten said.</p><p><blockquote>“小分子更像是一个灵活、专注于激光的高端团队，拥有相当适中的资源，”多尔斯滕说。</blockquote></p><p> Dolsten gathered some of Pfizer’s most experienced scientists to work on the antiviral project, including its head of medicine design, Charlotte Allerton. The scientists started with work Pfizer had done years ago on a type of antiviral called a protease inhibitor.</p><p><blockquote>多尔斯滕召集了辉瑞公司一些最有经验的科学家参与抗病毒项目，其中包括药物设计主管夏洛特·阿勒顿。科学家们从辉瑞公司多年前在一种叫做蛋白酶抑制剂的抗病毒药物上所做的工作开始。</blockquote></p><p> “[Pfizer’s] pharmaceutical R&amp;D is better than people had thought.”</p><p><blockquote>“（辉瑞的）制药研发比人们想象的要好。”</blockquote></p><p> The protease inhibitors in the Pfizer library, however, had been administered intravenously, and had not worked well when delivered orally. The team had to figure out how to adapt the drugs to oral administration, a substantial undertaking.</p><p><blockquote>然而，辉瑞文库中的蛋白酶抑制剂已经静脉内施用，并且当口服递送时效果不佳。该团队必须弄清楚如何使药物适应口服给药，这是一项艰巨的任务。</blockquote></p><p> “They had to really create a lot of new chemistry,” Dolsten said. The scientists created 600 compounds to nail down the right drug, a process that might normally take years, and which they accomplished in a matter of months. “Four years turned into four months here,” he said.</p><p><blockquote>“他们必须真正创造很多新的化学反应，”多尔斯滕说。科学家们创造了600种化合物来确定正确的药物，这个过程通常可能需要数年时间，但他们在几个月内就完成了。“在这里，四年变成了四个月，”他说。</blockquote></p><p> Pfizer started testing the pill in humans in March. It is now running a number of Phase 2/3 trials of the drug, including one for patients who are high risk, one for patients not high risk, and one as a prophylaxis for patients who have been exposed to the virus but aren’t yet sick. In the first readout, the drug looked substantially more effective than the Covid treatment pill from&nbsp;Merck&nbsp;(MRK).</p><p><blockquote>辉瑞公司于三月份开始在人体中测试这种药物。该公司目前正在进行该药物的多项2/3期试验，包括一项针对高风险患者，一项针对非高风险患者，以及一项针对接触过病毒但尚未患病的患者的预防试验。在第一次读数中，该药物看起来比默克公司(MRK)的新冠治疗药物有效得多。</blockquote></p><p> “It definitely helps prove the point that [Pfizer’s] pharmaceutical R&amp;D is better than people had thought,” says Louise Chen, an analyst at Cantor Fitzgerald, who has an Overweight rating and a $61 price target on the stock.</p><p><blockquote>Cantor Fitzgerald分析师Louise Chen表示：“这无疑有助于证明辉瑞的制药研发比人们想象的要好。”她对该股给予跑赢大盘评级，目标价为61美元。</blockquote></p><p></p><p> Chen says that she doesn’t expect investors to come around to her way of thinking until there is more clarity on the durability of Covid-19 vaccine and pill sales, and the rest of the pipeline gets proved out.</p><p><blockquote>陈表示，在Covid-19疫苗和药丸销售的持久性更加明确以及其余产品得到证实之前，她预计投资者不会接受她的想法。</blockquote></p><p> “There is not one event that I think will trigger a re-rating of the stock at the next level,” she says. “Until those things play out, I don’t think that it necessarily will.”</p><p><blockquote>“我认为没有一个事件会引发该股下一个级别的重新评级，”她说。“在这些事情发生之前，我认为不一定会发生。”</blockquote></p><p> That makes a bet on Pfizer a long-term play. In the meantime, the experience of&nbsp;Moderna&nbsp;(MRNA) in recent weeks is highlighting the potential for the vaccine makers to come under scrutiny over unequal distribution of vaccines.</p><p><blockquote>这使得对辉瑞的押注成为一项长期投资。与此同时，Moderna(MRNA)最近几周的经历凸显了疫苗制造商因疫苗分配不平等而受到审查的可能性。</blockquote></p><p> Biden administration officials have been increasingly frustrated with Moderna, calling on the company to ramp up production so it can offer more doses at not-for-profit prices to low-income countries, with one top official calling on the company to “step up.”</p><p><blockquote>拜登政府官员对Moderna越来越失望，呼吁该公司提高产量，以便能够以非营利价格向低收入国家提供更多剂量，一位高级官员呼吁该公司“挺身而出”。</blockquote></p><p> Moderna shares are down more than 40% over the past three months.</p><p><blockquote>Moderna股价在过去三个月下跌了40%以上。</blockquote></p><p> As the pandemic persists, Pfizer risks eroding the enormous goodwill it earned roughly a year ago when it introduced its Covid-19 vaccine. Earlier this month, Pfizer CEO Bourla blamed low-income countries for unfair vaccine distribution, telling <i>Barron’s</i> that it was their fault for not placing orders. Pfizer has sold a billion vaccine doses to the U.S. at a not-for-profit price to donate to poor countries, and says that a total of at least two billion doses will be delivered to low- and middle-income nations by the end of next year.</p><p><blockquote>随着疫情的持续，辉瑞面临着侵蚀大约一年前推出Covid-19疫苗时赢得的巨大商誉的风险。本月早些时候，辉瑞首席执行官布尔拉指责低收入国家疫苗分配不公平，告诉<i>巴伦周刊</i>没有下订单是他们的错。辉瑞公司已以非营利价格向美国出售了10亿剂疫苗，捐赠给贫穷国家，并表示到明年年底将向中低收入国家提供总计至少20亿剂疫苗。</blockquote></p><p> When it comes to antivirals, Pfizer has said only that it will offer tiered pricing for poorer nations, the same approach it has taken with its vaccine.</p><p><blockquote>在抗病毒药物方面，辉瑞仅表示将为较贫穷国家提供分级定价，与其疫苗采取的方法相同。</blockquote></p><p> That contrasts sharply with Merck’s plan to make its own Covid-19 pill available to poor countries. Merck has signed a deal with a United Nations-backed group that will allow its pill to be licensed globally, with no royalties paid to Merck.</p><p><blockquote>这与默克公司向贫穷国家提供自己的Covid-19药丸的计划形成鲜明对比。默克公司已与一个联合国支持的组织签署了一项协议，允许其药丸在全球范围内获得许可，无需向默克公司支付特许权使用费。</blockquote></p><p> Dolsten said that Pfizer is looking into licensing its pill under a similar mechanism as Merck’s. “We will look at those options,” he said. “By no means have we said we would do something different. We just want to make sure whoever will be involved gets the advice and skill to do this.”</p><p><blockquote>多尔斯滕表示，辉瑞正在考虑根据与默克类似的机制许可其药物。“我们将考虑这些选择，”他说。“我们绝不是说我们会做一些不同的事情。我们只是想确保参与其中的人都能获得这样做的建议和技能。”</blockquote></p><p> Such a step couldn’t come soon enough. Late last month, activists protested outside Bourla’s home, calling on Pfizer to share its vaccine manufacturing technology and to fill orders from low-income countries ahead of those from wealthy countries.</p><p><blockquote>这样的一步来得太快了。上月底，活动人士在布尔拉家外抗议，呼吁辉瑞分享其疫苗制造技术，并在富裕国家之前完成低收入国家的订单。</blockquote></p><p> An aggressive plan to share its antiviral would help stave off such criticism, keeping Pfizer in the relative good graces of Washington and allowing its impressive science to continue to drive the stock higher.</p><p><blockquote>分享其抗病毒药物的积极计划将有助于避免此类批评，使辉瑞公司相对受到华盛顿的青睐，并使其令人印象深刻的科学知识继续推动股价走高。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/buy-pfizer-stock-covid-19-51636674652?mod=hp_LEAD_1\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞"},"source_url":"https://www.barrons.com/articles/buy-pfizer-stock-covid-19-51636674652?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102251183","content_text":"Pfizer’s chief scientific officer, Mikael Dolsten, sounded giddy when reached via telephone early Monday morning. It was just days after his company knocked the socks off the market with the news that its Covid-19 antiviral had cut the risk of hospitalization by 89% in high-risk adults.\n“It can’t be just a random thing, that you’re able to beat this type of world record and get a grand slam at the same time by chance,” Dolsten said, scrambling sports metaphors as he sought to illustrate the magnitude of Pfizer’s twin wins: the development of a stunningly effective Covid-19 vaccine in just 10 months, followed a year later by the development of a similarly stunning Covid-19 antiviral.\nTwo years ago, Pfizer (ticker: PFE) CEO Albert Bourla asked investors to take a big gamble on the research-and-development operation that Dolsten has rebuilt over the course of more than a decade. That bet is looking smarter than ever.\nBourla has gotten rid of Pfizer’s off-patent drugs division and the last of its consumer health products, leaving behind a pure-play biopharma company that will live or die on the strength of Dolsten’s science.\nIn a cover story in November 2019, Barron’s argued that Bourla and Dolsten could pull it off.\nThe new antiviral data reaffirms the case for Pfizer that Barron’s made two years ago. Continuing to profit off the pandemic, however, brings new risks, as criticism grows over the global inequity in vaccine distribution. Low-income nations account for less than 1% of the more than seven billion doses administered worldwide. If distribution of Pfizer’s antiviral continues to favor wealthy nations, the company’s stock could ultimately suffer.\nPfizer’s shares surged 10.9% the day the data came out, their best daily showing in at least 20 years. Still, with the stock now changing hands at around $50, investors continue to undervalue the company. Investors are pricing Pfizer at 12 times next year’s expected earnings, cheaper than peers like Johnson & Johnson (JNJ) and Eli Lilly (LLY).\nThe Pfizer discount can be attributed to concerns over the patent cliff the drugmaker faces at the end of the decade. The company stands to lose exclusivity over a handful of drugs that bring in billions in annual revenue.\nThe worries are legitimate, but Pfizer’s scientific coup should give investors confidence that the company’s science can carry it safely over that cliff. It may take time for the market to catch up, but for long-term investors, it’s a promising opportunity.\nThe success of the antiviral is the best illustration yet of Pfizer’s scientific prowess.\nWhile Pfizer’s Covid-19 vaccine came out of the labs of the German biotech BioNTech (BNTX), the new Covid-19 antiviral was whipped up by what Dolsten called a “dream team” of scientists at Pfizer’s own labs across the Northeast U.S.\nIn the earliest days of the pandemic, Pfizer split its efforts between its collaboration with BioNTech on the vaccine and its quest for a Covid-19 pill. The vaccine effort operated on a huge scale; Dolsten called it a “mega team” that spanned the Atlantic.\nThe antiviral project was a much smaller operation—a group of Pfizer experts operating with resources left over from the vaccine push.\n“The small molecule was more like a nimble, laser-focused, high-end team, with rather moderate resources,” Dolsten said.\nDolsten gathered some of Pfizer’s most experienced scientists to work on the antiviral project, including its head of medicine design, Charlotte Allerton. The scientists started with work Pfizer had done years ago on a type of antiviral called a protease inhibitor.\n“[Pfizer’s] pharmaceutical R&D is better than people had thought.”\nThe protease inhibitors in the Pfizer library, however, had been administered intravenously, and had not worked well when delivered orally. The team had to figure out how to adapt the drugs to oral administration, a substantial undertaking.\n“They had to really create a lot of new chemistry,” Dolsten said. The scientists created 600 compounds to nail down the right drug, a process that might normally take years, and which they accomplished in a matter of months. “Four years turned into four months here,” he said.\nPfizer started testing the pill in humans in March. It is now running a number of Phase 2/3 trials of the drug, including one for patients who are high risk, one for patients not high risk, and one as a prophylaxis for patients who have been exposed to the virus but aren’t yet sick. In the first readout, the drug looked substantially more effective than the Covid treatment pill from Merck (MRK).\n“It definitely helps prove the point that [Pfizer’s] pharmaceutical R&D is better than people had thought,” says Louise Chen, an analyst at Cantor Fitzgerald, who has an Overweight rating and a $61 price target on the stock.\nChen says that she doesn’t expect investors to come around to her way of thinking until there is more clarity on the durability of Covid-19 vaccine and pill sales, and the rest of the pipeline gets proved out.\n“There is not one event that I think will trigger a re-rating of the stock at the next level,” she says. “Until those things play out, I don’t think that it necessarily will.”\nThat makes a bet on Pfizer a long-term play. In the meantime, the experience of Moderna (MRNA) in recent weeks is highlighting the potential for the vaccine makers to come under scrutiny over unequal distribution of vaccines.\nBiden administration officials have been increasingly frustrated with Moderna, calling on the company to ramp up production so it can offer more doses at not-for-profit prices to low-income countries, with one top official calling on the company to “step up.”\nModerna shares are down more than 40% over the past three months.\nAs the pandemic persists, Pfizer risks eroding the enormous goodwill it earned roughly a year ago when it introduced its Covid-19 vaccine. Earlier this month, Pfizer CEO Bourla blamed low-income countries for unfair vaccine distribution, telling Barron’s that it was their fault for not placing orders. Pfizer has sold a billion vaccine doses to the U.S. at a not-for-profit price to donate to poor countries, and says that a total of at least two billion doses will be delivered to low- and middle-income nations by the end of next year.\nWhen it comes to antivirals, Pfizer has said only that it will offer tiered pricing for poorer nations, the same approach it has taken with its vaccine.\nThat contrasts sharply with Merck’s plan to make its own Covid-19 pill available to poor countries. Merck has signed a deal with a United Nations-backed group that will allow its pill to be licensed globally, with no royalties paid to Merck.\nDolsten said that Pfizer is looking into licensing its pill under a similar mechanism as Merck’s. “We will look at those options,” he said. “By no means have we said we would do something different. We just want to make sure whoever will be involved gets the advice and skill to do this.”\nSuch a step couldn’t come soon enough. Late last month, activists protested outside Bourla’s home, calling on Pfizer to share its vaccine manufacturing technology and to fill orders from low-income countries ahead of those from wealthy countries.\nAn aggressive plan to share its antiviral would help stave off such criticism, keeping Pfizer in the relative good graces of Washington and allowing its impressive science to continue to drive the stock higher.","news_type":1,"symbols_score_info":{"PFE":0.9}},"isVote":1,"tweetType":1,"viewCount":743,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":867218234,"gmtCreate":1633270475758,"gmtModify":1633270475984,"author":{"id":"3585125163446793","authorId":"3585125163446793","name":"RobinChanKH","avatar":"https://static.tigerbbs.com/bf0ba843eca17a8812677bc4f2a46162","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585125163446793","idStr":"3585125163446793"},"themes":[],"htmlText":"Up..&nbsp;","listText":"Up..&nbsp;","text":"Up..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/867218234","repostId":"1155284413","repostType":4,"repost":{"id":"1155284413","kind":"news","pubTimestamp":1633260656,"share":"https://www.laohu8.com/m/news/1155284413?lang=zh_CN&edition=full","pubTime":"2021-10-03 19:30","market":"us","language":"en","title":"US IPO Weekly Recap: The IPO market can see clearly now in a 4 IPO, 2 direct listing week<blockquote>美国IPO每周回顾：IPO市场现在可以清楚地看到4次IPO、2次直接上市周</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1155284413","media":"Renaissance Capital","summary":"The IPO market remained active this past week as four IPOs raised $2.3 billion, joined by two direct listings. SPAC activity kept steady with nine blank check IPOs. New filers continue to pour into the IPO pipeline, with 17 IPOs and 10 SPACs submitting initial filings.NYSE direct listingWarby Parker opened for trading at $54  for an implied market value of $6.6 billion market cap. Warby Parker sells prescription glasses starting at $95 per pair through both its online store and in over 145 physi","content":"<p>The IPO market remained active this past week as four IPOs raised $2.3 billion, joined by two direct listings. SPAC activity kept steady with nine blank check IPOs. New filers continue to pour into the IPO pipeline, with 17 IPOs and 10 SPACs submitting initial filings.</p><p><blockquote>过去一周，IPO市场依然活跃，四起IPO筹集了23亿美元，另外还有两起直接上市。SPAC活动保持稳定，有9起空白支票首次公开募股。新的申报者继续涌入IPO管道，17家IPO和10家SPAC提交了初始申报。</blockquote></p><p> NYSE direct listing<b>Warby Parker</b>(WRBY) opened for trading at $54 (+35% vs. reference price) for an implied market value of $6.6 billion market cap. Warby Parker sells prescription glasses starting at $95 per pair through both its online store and in over 145 physical locations. Despite operating in an increasingly competitive space, this eyeglasses retailer has a track record of steady growth and a sticky customer base. Warby Parker finished up 34%.</p><p><blockquote>纽约证券交易所直接上市<b>沃比·帕克</b>(WRBY)开盘价为54美元（较参考价上涨35%），隐含市值为66亿美元。Warby Parker通过其在线商店和超过145个实体店销售处方眼镜，起价为每副95美元。尽管在竞争日益激烈的领域运营，这家眼镜零售商仍拥有稳定增长的记录和粘性客户群。Warby Parker收盘上涨34%。</blockquote></p><p> Nasdaq direct listing<b>Amplitude</b>(AMPL) opened for trading at $50 (+43% vs. reference price) for an implied market value of $6.6 billion market cap. Amplitude provides a customer behavior analytics for over 1,200 customers to improve and optimize digital products and businesses. Growing but unprofitable, this digital optimization company has a large market opportunity. Amplitude finished up 56%.</p><p><blockquote>纳斯达克直接上市<b>振幅</b>(AMPL)开盘价为50美元（较参考价上涨43%），隐含市值为66亿美元。Amplitude为1,200多家客户提供客户行为分析，以改进和优化数字产品和业务。不断增长但尚未盈利，这家数字优化公司拥有巨大的市场机会。振幅收盘上涨56%。</blockquote></p><p> Hair care brand<b>Olaplex Holdings</b>(OLPX) upsized and priced above the upwardly revised range to raise $1.5 billion at a $14.5 billion market cap. Backed by Advent, this company is a leading brand of prestige hair health products containing a patented repair ingredient. Olaplex operates in a crowded market, but has demonstrated explosive growth and robust profitability. Olaplex finished up 9%.</p><p><blockquote>护发品牌<b>Olaplex控股</b>(OLPX)扩大规模，定价高于上调幅度，以145亿美元的市值筹集15亿美元。在Advent的支持下，该公司是含有专利修复成分的高级头发健康产品的领先品牌。Olaplex在拥挤的市场中运营，但表现出了爆炸性的增长和强劲的盈利能力。Olaplex收盘上涨9%。</blockquote></p><p> Tech services provider<b>TDCX</b>(TDCX) upsized and priced at the high end to raise $348 million at a $2.6 billion market cap. This Singapore-based company provides digital customer experience solutions globally in more than 20 languages. Despite operating in competitive markets, the company has delivered solid growth, and it has a multibillion-dollar opportunity. TDCX finished up 6%.</p><p><blockquote>技术服务提供商<b>TDCX</b>(TDCX)扩大规模并定价高端，以26亿美元的市值筹集了3.48亿美元。这家总部位于新加坡的公司以20多种语言在全球范围内提供数字客户体验解决方案。尽管在竞争激烈的市场中运营，该公司仍实现了稳健的增长，并拥有数十亿美元的机会。TDCX收盘上涨6%。</blockquote></p><p> Drug discovery platform<b>Exscientia</b>(EXAI) upsized and priced at the high end to raise $305 million at a $2.7 billion market cap. This AI-driven biotech develops and licenses small molecule therapies, as well as its drug discovery platform. Exscientia has a large pipeline and collaborations with global pharmaceutical companies, though it is early stage and faces significant competition. Exscientia finished up 23%.</p><p><blockquote>药物发现平台<b>科学</b>(EXAI)扩大规模并定价高端，以27亿美元的市值筹集了3.05亿美元。这家人工智能驱动的生物技术公司开发和许可小分子疗法及其药物发现平台。Exscientia拥有庞大的产品线并与全球制药公司合作，尽管它还处于早期阶段并面临激烈的竞争。Exscientia收盘上涨23%。</blockquote></p><p> Restaurant chain<b>First Watch Restaurant Group</b>(FWRG) priced within the range to raise $170 million at a $1.1 billion market cap. Only serving breakfast, brunch, and lunch, this restaurant chain owns and franchises over 420 locations across the US. Despite continued labor and food shortages, First Watch Restaurant Group has had a strong recovery from the pandemic with double digit same-restaurant sales. First Watch finished up 23%.</p><p><blockquote>连锁餐厅<b>First Watch餐厅集团</b>(FWRG)的定价在筹集1.7亿美元的范围内，市值为11亿美元。这家连锁餐厅只供应早餐、早午餐和午餐，在美国拥有并特许经营超过420家分店。尽管劳动力和食品持续短缺，First Watch Restaurant Group仍从疫情强劲复苏，同店销售额达到两位数。First Watch收盘上涨23%。</blockquote></p><p> Nine blank check companies raised $1.9 billion this past week led by industrial technology-focused<b>Hennessy Capital Investment VI</b>(HCVIU), which raised $300 million.</p><p><blockquote>过去一周，九家空白支票公司筹集了19亿美元，其中以工业技术为主<b>轩尼诗资本投资VI</b>(HCVIU)，筹集了3亿美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a681846856e2b1a43f86b6fa0259bfa5\" tg-width=\"1252\" tg-height=\"1158\" referrerpolicy=\"no-referrer\">17 IPOs submitted initial filings this past week. EV developer<b>Rivian Automotive</b>(RIVN) filed for an estimated $6 billion IPO. Revenue cycle management platform<b>Ensemble Health Partners</b>(ENSB) filed for an estimated $500 million IPO. Restaurant chain<b>Portillo’s</b>(PTLO) filed for an estimated $400 million IPO. Specialty chemicals producer<b>Hexion Holdings</b>&nbsp;(HXN) filed for an estimated $250 million IPO. Girl’s fashion retailer<b>Claire’s</b>(CLRS), inflammatory disease biotech<b>Ventyx Biosciences</b>(VTYX), energy storage provider<b>Fluence Energy</b>(FLNC), medical device maker<b>Minerva Surgical</b>(UTRS), investment solutions provider<b>P10</b>(PX), coconut water brand<b>The Vita Coco Company</b>(COCO), aesthetic medical device provider<b>Candela Medical</b>(CDLA), enterprise cloud data management platform<b>Informatica</b>(INFA), Chinese drug in-licensor<b>LianBio</b>(LIAN), and solid tumor biotech<b>Xilio Therapeutics</b>(XLO) all filed to raise $100 million. Winery<b>Winc</b>(BEV) and technology firm<b>Arteris</b>(AIP) both filed to raise $75 million. Micro-cap biotech<b>Hillstream BioPharma</b>(HILS) filed to raise $17 million.</p><p><blockquote>上周有17家IPO提交了初始文件。电动汽车开发商<b>Rivian汽车</b>(RIVN)申请了估计60亿美元的IPO。收益周期管理平台<b>合奏健康合作伙伴</b>(ENSB)申请了估计5亿美元的IPO。连锁餐厅<b>波蒂略的</b>(PTLO)申请了估计4亿美元的IPO。特种化学品生产商<b>瀚森控股</b>(HXN)申请了估计2.5亿美元的IPO。女孩时装零售商<b>克莱尔的</b>(CLRS)，炎症性疾病生物技术<b>Ventyx生物科学公司</b>(VTYX)，储能提供商<b>注量能</b>(FLNC)，医疗器械制造商<b>密涅瓦外科</b>(UTRS)，投资解决方案提供商<b>P10</b>（PX），椰子水品牌<b>维塔可可公司</b>(COCO)，美容医疗器械供应商<b>坎德拉医疗</b>（CDLA），企业云数据管理平台<b>计算机科学</b>（INFA），中国药品许可人<b>联比奥</b>(LIAN)和实体瘤生物技术<b>Xilio治疗公司</b>(XLO)全部申请筹集1亿美元。酿酒厂<b>Winc</b>(BEV)和技术公司<b>动脉</b>(AIP)均申请筹集7500万美元。微型生物技术<b>Hillstream生物制药</b>(HILS)申请筹集1700万美元。</blockquote></p><p> Ten SPACs submitted initial filings, led by transportation-focused<b>Pegasus Digital Mobility Acquisition</b>(PGSS.U), which filed to raise $200 million.</p><p><blockquote>十家SPAC提交了初始文件，其中以交通运输为主<b>Pegasus数字移动收购</b>（PGSS.U），申请筹集2亿美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/05f42f61a7ec409537e3b79a1b8f9952\" tg-width=\"946\" tg-height=\"1490\" referrerpolicy=\"no-referrer\"><b>IPO Market Snapshot</b></p><p><blockquote><b>IPO市场快照</b></blockquote></p><p></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 9/16/2021, the Renaissance IPO Index was up 7.8% year-to-date, while the S&amp;P 500 was up 19.1%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 14.8% year-to-date, while the ACWX was up 9.5%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT Partners.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至2021年9月16日，文艺复兴IPO指数今年迄今上涨了7.8%，而标普500上涨了19.1%。Renaissance Capital的IPO ETF（纽约证券交易所股票代码：IPO）跟踪该指数，持有的顶级ETF包括Snowflake（SNOW）和Palantir Technologies（PLTR）。Renaissance International IPO指数今年迄今下跌14.8%，而ACWX指数上涨9.5%。Renaissance Capital的国际IPO ETF（纽约证券交易所股票代码：IPOS）跟踪该指数，持有的顶级ETF包括思摩尔国际和殷拓合伙人。</blockquote></p><p></p>","source":"lsy1603787993745","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>US IPO Weekly Recap: The IPO market can see clearly now in a 4 IPO, 2 direct listing week<blockquote>美国IPO每周回顾：IPO市场现在可以清楚地看到4次IPO、2次直接上市周</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\">\nUS IPO Weekly Recap: The IPO market can see clearly now in a 4 IPO, 2 direct listing week<blockquote>美国IPO每周回顾：IPO市场现在可以清楚地看到4次IPO、2次直接上市周</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Renaissance Capital</strong><span class=\"h-time small\">2021-10-03 19:30</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The IPO market remained active this past week as four IPOs raised $2.3 billion, joined by two direct listings. SPAC activity kept steady with nine blank check IPOs. New filers continue to pour into the IPO pipeline, with 17 IPOs and 10 SPACs submitting initial filings.</p><p><blockquote>过去一周，IPO市场依然活跃，四起IPO筹集了23亿美元，另外还有两起直接上市。SPAC活动保持稳定，有9起空白支票首次公开募股。新的申报者继续涌入IPO管道，17家IPO和10家SPAC提交了初始申报。</blockquote></p><p> NYSE direct listing<b>Warby Parker</b>(WRBY) opened for trading at $54 (+35% vs. reference price) for an implied market value of $6.6 billion market cap. Warby Parker sells prescription glasses starting at $95 per pair through both its online store and in over 145 physical locations. Despite operating in an increasingly competitive space, this eyeglasses retailer has a track record of steady growth and a sticky customer base. Warby Parker finished up 34%.</p><p><blockquote>纽约证券交易所直接上市<b>沃比·帕克</b>(WRBY)开盘价为54美元（较参考价上涨35%），隐含市值为66亿美元。Warby Parker通过其在线商店和超过145个实体店销售处方眼镜，起价为每副95美元。尽管在竞争日益激烈的领域运营，这家眼镜零售商仍拥有稳定增长的记录和粘性客户群。Warby Parker收盘上涨34%。</blockquote></p><p> Nasdaq direct listing<b>Amplitude</b>(AMPL) opened for trading at $50 (+43% vs. reference price) for an implied market value of $6.6 billion market cap. Amplitude provides a customer behavior analytics for over 1,200 customers to improve and optimize digital products and businesses. Growing but unprofitable, this digital optimization company has a large market opportunity. Amplitude finished up 56%.</p><p><blockquote>纳斯达克直接上市<b>振幅</b>(AMPL)开盘价为50美元（较参考价上涨43%），隐含市值为66亿美元。Amplitude为1,200多家客户提供客户行为分析，以改进和优化数字产品和业务。不断增长但尚未盈利，这家数字优化公司拥有巨大的市场机会。振幅收盘上涨56%。</blockquote></p><p> Hair care brand<b>Olaplex Holdings</b>(OLPX) upsized and priced above the upwardly revised range to raise $1.5 billion at a $14.5 billion market cap. Backed by Advent, this company is a leading brand of prestige hair health products containing a patented repair ingredient. Olaplex operates in a crowded market, but has demonstrated explosive growth and robust profitability. Olaplex finished up 9%.</p><p><blockquote>护发品牌<b>Olaplex控股</b>(OLPX)扩大规模，定价高于上调幅度，以145亿美元的市值筹集15亿美元。在Advent的支持下，该公司是含有专利修复成分的高级头发健康产品的领先品牌。Olaplex在拥挤的市场中运营，但表现出了爆炸性的增长和强劲的盈利能力。Olaplex收盘上涨9%。</blockquote></p><p> Tech services provider<b>TDCX</b>(TDCX) upsized and priced at the high end to raise $348 million at a $2.6 billion market cap. This Singapore-based company provides digital customer experience solutions globally in more than 20 languages. Despite operating in competitive markets, the company has delivered solid growth, and it has a multibillion-dollar opportunity. TDCX finished up 6%.</p><p><blockquote>技术服务提供商<b>TDCX</b>(TDCX)扩大规模并定价高端，以26亿美元的市值筹集了3.48亿美元。这家总部位于新加坡的公司以20多种语言在全球范围内提供数字客户体验解决方案。尽管在竞争激烈的市场中运营，该公司仍实现了稳健的增长，并拥有数十亿美元的机会。TDCX收盘上涨6%。</blockquote></p><p> Drug discovery platform<b>Exscientia</b>(EXAI) upsized and priced at the high end to raise $305 million at a $2.7 billion market cap. This AI-driven biotech develops and licenses small molecule therapies, as well as its drug discovery platform. Exscientia has a large pipeline and collaborations with global pharmaceutical companies, though it is early stage and faces significant competition. Exscientia finished up 23%.</p><p><blockquote>药物发现平台<b>科学</b>(EXAI)扩大规模并定价高端，以27亿美元的市值筹集了3.05亿美元。这家人工智能驱动的生物技术公司开发和许可小分子疗法及其药物发现平台。Exscientia拥有庞大的产品线并与全球制药公司合作，尽管它还处于早期阶段并面临激烈的竞争。Exscientia收盘上涨23%。</blockquote></p><p> Restaurant chain<b>First Watch Restaurant Group</b>(FWRG) priced within the range to raise $170 million at a $1.1 billion market cap. Only serving breakfast, brunch, and lunch, this restaurant chain owns and franchises over 420 locations across the US. Despite continued labor and food shortages, First Watch Restaurant Group has had a strong recovery from the pandemic with double digit same-restaurant sales. First Watch finished up 23%.</p><p><blockquote>连锁餐厅<b>First Watch餐厅集团</b>(FWRG)的定价在筹集1.7亿美元的范围内，市值为11亿美元。这家连锁餐厅只供应早餐、早午餐和午餐，在美国拥有并特许经营超过420家分店。尽管劳动力和食品持续短缺，First Watch Restaurant Group仍从疫情强劲复苏，同店销售额达到两位数。First Watch收盘上涨23%。</blockquote></p><p> Nine blank check companies raised $1.9 billion this past week led by industrial technology-focused<b>Hennessy Capital Investment VI</b>(HCVIU), which raised $300 million.</p><p><blockquote>过去一周，九家空白支票公司筹集了19亿美元，其中以工业技术为主<b>轩尼诗资本投资VI</b>(HCVIU)，筹集了3亿美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a681846856e2b1a43f86b6fa0259bfa5\" tg-width=\"1252\" tg-height=\"1158\" referrerpolicy=\"no-referrer\">17 IPOs submitted initial filings this past week. EV developer<b>Rivian Automotive</b>(RIVN) filed for an estimated $6 billion IPO. Revenue cycle management platform<b>Ensemble Health Partners</b>(ENSB) filed for an estimated $500 million IPO. Restaurant chain<b>Portillo’s</b>(PTLO) filed for an estimated $400 million IPO. Specialty chemicals producer<b>Hexion Holdings</b>&nbsp;(HXN) filed for an estimated $250 million IPO. Girl’s fashion retailer<b>Claire’s</b>(CLRS), inflammatory disease biotech<b>Ventyx Biosciences</b>(VTYX), energy storage provider<b>Fluence Energy</b>(FLNC), medical device maker<b>Minerva Surgical</b>(UTRS), investment solutions provider<b>P10</b>(PX), coconut water brand<b>The Vita Coco Company</b>(COCO), aesthetic medical device provider<b>Candela Medical</b>(CDLA), enterprise cloud data management platform<b>Informatica</b>(INFA), Chinese drug in-licensor<b>LianBio</b>(LIAN), and solid tumor biotech<b>Xilio Therapeutics</b>(XLO) all filed to raise $100 million. Winery<b>Winc</b>(BEV) and technology firm<b>Arteris</b>(AIP) both filed to raise $75 million. Micro-cap biotech<b>Hillstream BioPharma</b>(HILS) filed to raise $17 million.</p><p><blockquote>上周有17家IPO提交了初始文件。电动汽车开发商<b>Rivian汽车</b>(RIVN)申请了估计60亿美元的IPO。收益周期管理平台<b>合奏健康合作伙伴</b>(ENSB)申请了估计5亿美元的IPO。连锁餐厅<b>波蒂略的</b>(PTLO)申请了估计4亿美元的IPO。特种化学品生产商<b>瀚森控股</b>(HXN)申请了估计2.5亿美元的IPO。女孩时装零售商<b>克莱尔的</b>(CLRS)，炎症性疾病生物技术<b>Ventyx生物科学公司</b>(VTYX)，储能提供商<b>注量能</b>(FLNC)，医疗器械制造商<b>密涅瓦外科</b>(UTRS)，投资解决方案提供商<b>P10</b>（PX），椰子水品牌<b>维塔可可公司</b>(COCO)，美容医疗器械供应商<b>坎德拉医疗</b>（CDLA），企业云数据管理平台<b>计算机科学</b>（INFA），中国药品许可人<b>联比奥</b>(LIAN)和实体瘤生物技术<b>Xilio治疗公司</b>(XLO)全部申请筹集1亿美元。酿酒厂<b>Winc</b>(BEV)和技术公司<b>动脉</b>(AIP)均申请筹集7500万美元。微型生物技术<b>Hillstream生物制药</b>(HILS)申请筹集1700万美元。</blockquote></p><p> Ten SPACs submitted initial filings, led by transportation-focused<b>Pegasus Digital Mobility Acquisition</b>(PGSS.U), which filed to raise $200 million.</p><p><blockquote>十家SPAC提交了初始文件，其中以交通运输为主<b>Pegasus数字移动收购</b>（PGSS.U），申请筹集2亿美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/05f42f61a7ec409537e3b79a1b8f9952\" tg-width=\"946\" tg-height=\"1490\" referrerpolicy=\"no-referrer\"><b>IPO Market Snapshot</b></p><p><blockquote><b>IPO市场快照</b></blockquote></p><p></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 9/16/2021, the Renaissance IPO Index was up 7.8% year-to-date, while the S&amp;P 500 was up 19.1%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 14.8% year-to-date, while the ACWX was up 9.5%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT Partners.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至2021年9月16日，文艺复兴IPO指数今年迄今上涨了7.8%，而标普500上涨了19.1%。Renaissance Capital的IPO ETF（纽约证券交易所股票代码：IPO）跟踪该指数，持有的顶级ETF包括Snowflake（SNOW）和Palantir Technologies（PLTR）。Renaissance International IPO指数今年迄今下跌14.8%，而ACWX指数上涨9.5%。Renaissance Capital的国际IPO ETF（纽约证券交易所股票代码：IPOS）跟踪该指数，持有的顶级ETF包括思摩尔国际和殷拓合伙人。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.renaissancecapital.com/IPO-Center/News/86744/US-IPO-Weekly-Recap-The-IPO-market-can-see-clearly-now-in-a-4-IPO-2-direct-\">Renaissance Capital</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":{"TDCX":"TDCX Inc.","AMPL":"AmplitudeE, Inc.","OLPX":"Olaplex Holdings, Inc.","WRBY":"Warby Parker Inc."},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/86744/US-IPO-Weekly-Recap-The-IPO-market-can-see-clearly-now-in-a-4-IPO-2-direct-","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155284413","content_text":"The IPO market remained active this past week as four IPOs raised $2.3 billion, joined by two direct listings. SPAC activity kept steady with nine blank check IPOs. New filers continue to pour into the IPO pipeline, with 17 IPOs and 10 SPACs submitting initial filings.\nNYSE direct listingWarby Parker(WRBY) opened for trading at $54 (+35% vs. reference price) for an implied market value of $6.6 billion market cap. Warby Parker sells prescription glasses starting at $95 per pair through both its online store and in over 145 physical locations. Despite operating in an increasingly competitive space, this eyeglasses retailer has a track record of steady growth and a sticky customer base. Warby Parker finished up 34%.\nNasdaq direct listingAmplitude(AMPL) opened for trading at $50 (+43% vs. reference price) for an implied market value of $6.6 billion market cap. Amplitude provides a customer behavior analytics for over 1,200 customers to improve and optimize digital products and businesses. Growing but unprofitable, this digital optimization company has a large market opportunity. Amplitude finished up 56%.\nHair care brandOlaplex Holdings(OLPX) upsized and priced above the upwardly revised range to raise $1.5 billion at a $14.5 billion market cap. Backed by Advent, this company is a leading brand of prestige hair health products containing a patented repair ingredient. Olaplex operates in a crowded market, but has demonstrated explosive growth and robust profitability. Olaplex finished up 9%.\nTech services providerTDCX(TDCX) upsized and priced at the high end to raise $348 million at a $2.6 billion market cap. This Singapore-based company provides digital customer experience solutions globally in more than 20 languages. Despite operating in competitive markets, the company has delivered solid growth, and it has a multibillion-dollar opportunity. TDCX finished up 6%.\nDrug discovery platformExscientia(EXAI) upsized and priced at the high end to raise $305 million at a $2.7 billion market cap. This AI-driven biotech develops and licenses small molecule therapies, as well as its drug discovery platform. Exscientia has a large pipeline and collaborations with global pharmaceutical companies, though it is early stage and faces significant competition. Exscientia finished up 23%.\nRestaurant chainFirst Watch Restaurant Group(FWRG) priced within the range to raise $170 million at a $1.1 billion market cap. Only serving breakfast, brunch, and lunch, this restaurant chain owns and franchises over 420 locations across the US. Despite continued labor and food shortages, First Watch Restaurant Group has had a strong recovery from the pandemic with double digit same-restaurant sales. First Watch finished up 23%.\nNine blank check companies raised $1.9 billion this past week led by industrial technology-focusedHennessy Capital Investment VI(HCVIU), which raised $300 million.\n17 IPOs submitted initial filings this past week. EV developerRivian Automotive(RIVN) filed for an estimated $6 billion IPO. Revenue cycle management platformEnsemble Health Partners(ENSB) filed for an estimated $500 million IPO. Restaurant chainPortillo’s(PTLO) filed for an estimated $400 million IPO. Specialty chemicals producerHexion Holdings (HXN) filed for an estimated $250 million IPO. Girl’s fashion retailerClaire’s(CLRS), inflammatory disease biotechVentyx Biosciences(VTYX), energy storage providerFluence Energy(FLNC), medical device makerMinerva Surgical(UTRS), investment solutions providerP10(PX), coconut water brandThe Vita Coco Company(COCO), aesthetic medical device providerCandela Medical(CDLA), enterprise cloud data management platformInformatica(INFA), Chinese drug in-licensorLianBio(LIAN), and solid tumor biotechXilio Therapeutics(XLO) all filed to raise $100 million. WineryWinc(BEV) and technology firmArteris(AIP) both filed to raise $75 million. Micro-cap biotechHillstream BioPharma(HILS) filed to raise $17 million.\nTen SPACs submitted initial filings, led by transportation-focusedPegasus Digital Mobility Acquisition(PGSS.U), which filed to raise $200 million.\nIPO Market Snapshot\nThe Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 9/16/2021, the Renaissance IPO Index was up 7.8% year-to-date, while the S&P 500 was up 19.1%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 14.8% year-to-date, while the ACWX was up 9.5%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT Partners.","news_type":1,"symbols_score_info":{"WRBY":0.9,"TDCX":0.9,"AMPL":0.9,"OLPX":0.9}},"isVote":1,"tweetType":1,"viewCount":632,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":800688636,"gmtCreate":1627297990625,"gmtModify":1633766410713,"author":{"id":"3585125163446793","authorId":"3585125163446793","name":"RobinChanKH","avatar":"https://static.tigerbbs.com/bf0ba843eca17a8812677bc4f2a46162","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585125163446793","idStr":"3585125163446793"},"themes":[],"htmlText":"Power! Up up. Like Pls.&nbsp;","listText":"Power! Up up. Like Pls.&nbsp;","text":"Power! Up up. Like Pls.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/800688636","repostId":"1151724613","repostType":4,"repost":{"id":"1151724613","kind":"news","pubTimestamp":1627292512,"share":"https://www.laohu8.com/m/news/1151724613?lang=zh_CN&edition=full","pubTime":"2021-07-26 17:41","market":"us","language":"en","title":"Tesla Reports Earnings Today. Here's What Matters Most.<blockquote>特斯拉今天公布财报。这是最重要的。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1151724613","media":"Barrons","summary":"Tesla is set to report second-quarter earnings Monday. Get ready for a very complicated report.\nThe ","content":"<p>Tesla is set to report second-quarter earnings Monday. Get ready for a very complicated report.</p><p><blockquote>特斯拉将于周一公布第二季度收益。准备好一份非常复杂的报告。</blockquote></p><p> The EV pioneer will report after the close of trading on Monday, July 26. Wall Street is looking for Tesla (ticker: TSLA) to report about 94 cents in per-share earnings from $11.5 billion in sales, according to FactSet. Beating analyst estimates is important, almost required, for any stock to remain stable in post-earnings trading. That’s true for Tesla as well.</p><p><blockquote>这家电动汽车先驱将于7月26日星期一收盘后发布报告。FactSet的数据显示，华尔街预计特斯拉（股票代码：TSLA）的销售额为115亿美元，每股收益约为94美分。对于任何股票在财报后交易中保持稳定来说，超出分析师预期非常重要，几乎是必需的。特斯拉也是如此。</blockquote></p><p> There will be a lot of moving parts, however, even more than usual for the world’s most valuable&nbsp;car company&nbsp;and its iconoclast CEO&nbsp;Elon Musk.</p><p><blockquote>然而，对于这家世界上最有价值的汽车公司及其打破传统的首席执行官埃隆·马斯克来说，将会有很多活动部件，甚至比平时更多。</blockquote></p><p> Factors that will contribute to bottom-line earnings include the global&nbsp;semiconductor&nbsp;shortage,vehicle pricing, vehicle gross profit margins, and the level of profitability in Tesla’s battery storage business. In the end, however, investors will want to see a record in operating profits—no matter how it happens. That’s what could break shares out of their recent range.</p><p><blockquote>影响底线收益的因素包括全球半导体短缺、汽车定价、汽车毛利率以及特斯拉电池存储业务的盈利水平。然而，最终，投资者将希望看到营业利润创纪录——无论它如何发生。这可能会使股价突破近期区间。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d908f359ce3333ed256684e007ff74d0\" tg-width=\"871\" tg-height=\"580\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Tesla reported more than $800 million in operating profits in the 2020 third quarter, and the stock more than doubled to around $860 in the three-month span that followed. But since operating profit growth largely paused in the subsequent quarters, shares have traded down from roughly $860 to around $640 recently. Profit stagnation has meant stock stagnation, too.</p><p><blockquote>特斯拉公布2020年第三季度营业利润超过8亿美元，该股在随后的三个月内上涨了一倍多，达到860美元左右。但由于随后几个季度营业利润增长基本暂停，股价最近已从约860美元跌至约640美元。利润停滞也意味着股票停滞。</blockquote></p><p> The good news for Tesla bulls is Wall Street is projecting a fresh record: Operating profit is expected to be $835 million for the second quarter, driven by strong deliveries. The 2021 second quarter marked the first time Tesla delivered&nbsp;more than 200,000&nbsp;vehicles in a single quarter.</p><p><blockquote>对于特斯拉多头来说，好消息是华尔街预计将创下新纪录：在强劲交付的推动下，第二季度营业利润预计为8.35亿美元。2021年第二季度是特斯拉单季度交付量首次超过20万辆。</blockquote></p><p> After earnings are digested, there should be endless arguments among bulls and bears about the quality of earnings. For instance, one way Tesla generates sales is by selling regulatory credits—which it earns by producing more than its fair share of electric vehicles. The company generated $518 million in first-quarter credit sales, which helped Tesla&nbsp;beat earnings&nbsp;estimates. There is always debate about what is the “normal” amount of credit sales and when will those sales dry up. Eventually, both the bulls and bears expect other auto makers to sell their own EVs, cutting off that source of revenue for Tesla.</p><p><blockquote>在盈利被消化后，多头和空头之间应该会对盈利质量争论不休。例如，特斯拉创造销售的一种方式是出售监管信用——它通过生产超过其公平份额的电动汽车来赚取监管信用。该公司第一季度信贷销售额为5.18亿美元，这帮助特斯拉超出了盈利预期。关于什么是“正常”的信贷销售金额以及这些销售何时会枯竭，一直存在争议。最终，多头和空头都预计其他汽车制造商将销售自己的电动汽车，从而切断特斯拉的收入来源。</blockquote></p><p> There is also the issue&nbsp;of Bitcoin. Tesla recognized a small gain on its Bitcoin holdings in the first quarter, but the cryptocurrency’s prices have fallen by roughly half since their April peak. That means there is a chance of a small loss. How investors react is anyone’s guess, but don’t expect Tesla to sell out of its Bitcoin position. Musk continues to indicate his company will transact in the cryptocurrency when Bitcoin mining uses more sustainable power.</p><p><blockquote>还有比特币的问题。特斯拉第一季度比特币持有量小幅增长，但该加密货币的价格自4月份的峰值以来已下跌约一半。这意味着有可能会有一点损失。投资者的反应谁也说不准，但不要指望特斯拉会抛售其比特币头寸。马斯克继续表示，当比特币矿业使用更可持续的电力时，他的公司将以加密货币进行交易。</blockquote></p><p> Investors will also want to know when Tesla’s new Germany plant and Austin, Texas facility will start delivering cars. The Austin plant will build Tesla’s&nbsp;Cybertruck. There will also likely be questions about advances in Tesla’s driver-assistance functions—the company recently started selling its driver-assistance software&nbsp;as a subscription—and how much money the company could make from its charging network. Musk tweeted this week Tesla would open its&nbsp;charging network&nbsp;to other EVs down the road.</p><p><blockquote>投资者还想知道特斯拉的新德国工厂和德克萨斯奥斯丁工厂何时开始交付汽车。奥斯丁工厂将生产特斯拉的Cybertruck。人们还可能会对特斯拉驾驶辅助功能的进步产生疑问——该公司最近开始以订阅形式销售其驾驶辅助软件——以及该公司可以从其充电网络中赚多少钱。马斯克本周在推特上表示，特斯拉将向其他电动汽车开放其充电网络。</blockquote></p><p> Those topics and more should be discussed on the earnings&nbsp;conference call&nbsp;scheduled for 5:30 p.m. ET on Monday. Year to date, Tesla stock is down roughly 9%, trailing behind comparable 17% and 15% respective gains of the&nbsp;S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average.Still, Tesla shares have had a strong run, up about 112% over the past 12 months.</p><p><blockquote>这些话题以及更多话题应该在定于下午5:30举行的收益电话会议上讨论。美国东部时间周一。今年迄今为止，特斯拉股价已下跌约9%，落后于标准普尔500指数和道琼斯工业平均指数分别17%和15%的涨幅。尽管如此，特斯拉股价仍表现强劲，在过去12个月内上涨了约112%。</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>Tesla Reports Earnings Today. Here's What Matters Most.<blockquote>特斯拉今天公布财报。这是最重要的。</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\">\nTesla Reports Earnings Today. Here's What Matters Most.<blockquote>特斯拉今天公布财报。这是最重要的。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-07-26 17:41</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Tesla is set to report second-quarter earnings Monday. Get ready for a very complicated report.</p><p><blockquote>特斯拉将于周一公布第二季度收益。准备好一份非常复杂的报告。</blockquote></p><p> The EV pioneer will report after the close of trading on Monday, July 26. Wall Street is looking for Tesla (ticker: TSLA) to report about 94 cents in per-share earnings from $11.5 billion in sales, according to FactSet. Beating analyst estimates is important, almost required, for any stock to remain stable in post-earnings trading. That’s true for Tesla as well.</p><p><blockquote>这家电动汽车先驱将于7月26日星期一收盘后发布报告。FactSet的数据显示，华尔街预计特斯拉（股票代码：TSLA）的销售额为115亿美元，每股收益约为94美分。对于任何股票在财报后交易中保持稳定来说，超出分析师预期非常重要，几乎是必需的。特斯拉也是如此。</blockquote></p><p> There will be a lot of moving parts, however, even more than usual for the world’s most valuable&nbsp;car company&nbsp;and its iconoclast CEO&nbsp;Elon Musk.</p><p><blockquote>然而，对于这家世界上最有价值的汽车公司及其打破传统的首席执行官埃隆·马斯克来说，将会有很多活动部件，甚至比平时更多。</blockquote></p><p> Factors that will contribute to bottom-line earnings include the global&nbsp;semiconductor&nbsp;shortage,vehicle pricing, vehicle gross profit margins, and the level of profitability in Tesla’s battery storage business. In the end, however, investors will want to see a record in operating profits—no matter how it happens. That’s what could break shares out of their recent range.</p><p><blockquote>影响底线收益的因素包括全球半导体短缺、汽车定价、汽车毛利率以及特斯拉电池存储业务的盈利水平。然而，最终，投资者将希望看到营业利润创纪录——无论它如何发生。这可能会使股价突破近期区间。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d908f359ce3333ed256684e007ff74d0\" tg-width=\"871\" tg-height=\"580\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Tesla reported more than $800 million in operating profits in the 2020 third quarter, and the stock more than doubled to around $860 in the three-month span that followed. But since operating profit growth largely paused in the subsequent quarters, shares have traded down from roughly $860 to around $640 recently. Profit stagnation has meant stock stagnation, too.</p><p><blockquote>特斯拉公布2020年第三季度营业利润超过8亿美元，该股在随后的三个月内上涨了一倍多，达到860美元左右。但由于随后几个季度营业利润增长基本暂停，股价最近已从约860美元跌至约640美元。利润停滞也意味着股票停滞。</blockquote></p><p> The good news for Tesla bulls is Wall Street is projecting a fresh record: Operating profit is expected to be $835 million for the second quarter, driven by strong deliveries. The 2021 second quarter marked the first time Tesla delivered&nbsp;more than 200,000&nbsp;vehicles in a single quarter.</p><p><blockquote>对于特斯拉多头来说，好消息是华尔街预计将创下新纪录：在强劲交付的推动下，第二季度营业利润预计为8.35亿美元。2021年第二季度是特斯拉单季度交付量首次超过20万辆。</blockquote></p><p> After earnings are digested, there should be endless arguments among bulls and bears about the quality of earnings. For instance, one way Tesla generates sales is by selling regulatory credits—which it earns by producing more than its fair share of electric vehicles. The company generated $518 million in first-quarter credit sales, which helped Tesla&nbsp;beat earnings&nbsp;estimates. There is always debate about what is the “normal” amount of credit sales and when will those sales dry up. Eventually, both the bulls and bears expect other auto makers to sell their own EVs, cutting off that source of revenue for Tesla.</p><p><blockquote>在盈利被消化后，多头和空头之间应该会对盈利质量争论不休。例如，特斯拉创造销售的一种方式是出售监管信用——它通过生产超过其公平份额的电动汽车来赚取监管信用。该公司第一季度信贷销售额为5.18亿美元，这帮助特斯拉超出了盈利预期。关于什么是“正常”的信贷销售金额以及这些销售何时会枯竭，一直存在争议。最终，多头和空头都预计其他汽车制造商将销售自己的电动汽车，从而切断特斯拉的收入来源。</blockquote></p><p> There is also the issue&nbsp;of Bitcoin. Tesla recognized a small gain on its Bitcoin holdings in the first quarter, but the cryptocurrency’s prices have fallen by roughly half since their April peak. That means there is a chance of a small loss. How investors react is anyone’s guess, but don’t expect Tesla to sell out of its Bitcoin position. Musk continues to indicate his company will transact in the cryptocurrency when Bitcoin mining uses more sustainable power.</p><p><blockquote>还有比特币的问题。特斯拉第一季度比特币持有量小幅增长，但该加密货币的价格自4月份的峰值以来已下跌约一半。这意味着有可能会有一点损失。投资者的反应谁也说不准，但不要指望特斯拉会抛售其比特币头寸。马斯克继续表示，当比特币矿业使用更可持续的电力时，他的公司将以加密货币进行交易。</blockquote></p><p> Investors will also want to know when Tesla’s new Germany plant and Austin, Texas facility will start delivering cars. The Austin plant will build Tesla’s&nbsp;Cybertruck. There will also likely be questions about advances in Tesla’s driver-assistance functions—the company recently started selling its driver-assistance software&nbsp;as a subscription—and how much money the company could make from its charging network. Musk tweeted this week Tesla would open its&nbsp;charging network&nbsp;to other EVs down the road.</p><p><blockquote>投资者还想知道特斯拉的新德国工厂和德克萨斯奥斯丁工厂何时开始交付汽车。奥斯丁工厂将生产特斯拉的Cybertruck。人们还可能会对特斯拉驾驶辅助功能的进步产生疑问——该公司最近开始以订阅形式销售其驾驶辅助软件——以及该公司可以从其充电网络中赚多少钱。马斯克本周在推特上表示，特斯拉将向其他电动汽车开放其充电网络。</blockquote></p><p> Those topics and more should be discussed on the earnings&nbsp;conference call&nbsp;scheduled for 5:30 p.m. ET on Monday. Year to date, Tesla stock is down roughly 9%, trailing behind comparable 17% and 15% respective gains of the&nbsp;S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average.Still, Tesla shares have had a strong run, up about 112% over the past 12 months.</p><p><blockquote>这些话题以及更多话题应该在定于下午5:30举行的收益电话会议上讨论。美国东部时间周一。今年迄今为止，特斯拉股价已下跌约9%，落后于标准普尔500指数和道琼斯工业平均指数分别17%和15%的涨幅。尽管如此，特斯拉股价仍表现强劲，在过去12个月内上涨了约112%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/tesla-stock-earnings-preview-51627061822?mod=hp_LEADSUPP_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":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-earnings-preview-51627061822?mod=hp_LEADSUPP_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151724613","content_text":"Tesla is set to report second-quarter earnings Monday. Get ready for a very complicated report.\nThe EV pioneer will report after the close of trading on Monday, July 26. Wall Street is looking for Tesla (ticker: TSLA) to report about 94 cents in per-share earnings from $11.5 billion in sales, according to FactSet. Beating analyst estimates is important, almost required, for any stock to remain stable in post-earnings trading. That’s true for Tesla as well.\nThere will be a lot of moving parts, however, even more than usual for the world’s most valuable car company and its iconoclast CEO Elon Musk.\nFactors that will contribute to bottom-line earnings include the global semiconductor shortage,vehicle pricing, vehicle gross profit margins, and the level of profitability in Tesla’s battery storage business. In the end, however, investors will want to see a record in operating profits—no matter how it happens. That’s what could break shares out of their recent range.\n\nTesla reported more than $800 million in operating profits in the 2020 third quarter, and the stock more than doubled to around $860 in the three-month span that followed. But since operating profit growth largely paused in the subsequent quarters, shares have traded down from roughly $860 to around $640 recently. Profit stagnation has meant stock stagnation, too.\nThe good news for Tesla bulls is Wall Street is projecting a fresh record: Operating profit is expected to be $835 million for the second quarter, driven by strong deliveries. The 2021 second quarter marked the first time Tesla delivered more than 200,000 vehicles in a single quarter.\nAfter earnings are digested, there should be endless arguments among bulls and bears about the quality of earnings. For instance, one way Tesla generates sales is by selling regulatory credits—which it earns by producing more than its fair share of electric vehicles. The company generated $518 million in first-quarter credit sales, which helped Tesla beat earnings estimates. There is always debate about what is the “normal” amount of credit sales and when will those sales dry up. Eventually, both the bulls and bears expect other auto makers to sell their own EVs, cutting off that source of revenue for Tesla.\nThere is also the issue of Bitcoin. Tesla recognized a small gain on its Bitcoin holdings in the first quarter, but the cryptocurrency’s prices have fallen by roughly half since their April peak. That means there is a chance of a small loss. How investors react is anyone’s guess, but don’t expect Tesla to sell out of its Bitcoin position. Musk continues to indicate his company will transact in the cryptocurrency when Bitcoin mining uses more sustainable power.\nInvestors will also want to know when Tesla’s new Germany plant and Austin, Texas facility will start delivering cars. The Austin plant will build Tesla’s Cybertruck. There will also likely be questions about advances in Tesla’s driver-assistance functions—the company recently started selling its driver-assistance software as a subscription—and how much money the company could make from its charging network. Musk tweeted this week Tesla would open its charging network to other EVs down the road.\nThose topics and more should be discussed on the earnings conference call scheduled for 5:30 p.m. ET on Monday. Year to date, Tesla stock is down roughly 9%, trailing behind comparable 17% and 15% respective gains of the S&P 500 and Dow Jones Industrial Average.Still, Tesla shares have had a strong run, up about 112% over the past 12 months.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":593,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":827722213,"gmtCreate":1634525807138,"gmtModify":1634525807478,"author":{"id":"3585125163446793","authorId":"3585125163446793","name":"RobinChanKH","avatar":"https://static.tigerbbs.com/bf0ba843eca17a8812677bc4f2a46162","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585125163446793","idStr":"3585125163446793"},"themes":[],"htmlText":"Going to the moon&nbsp;","listText":"Going to the moon&nbsp;","text":"Going to the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/827722213","repostId":"1121355601","repostType":4,"isVote":1,"tweetType":1,"viewCount":797,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":824672559,"gmtCreate":1634311360743,"gmtModify":1634311360997,"author":{"id":"3585125163446793","authorId":"3585125163446793","name":"RobinChanKH","avatar":"https://static.tigerbbs.com/bf0ba843eca17a8812677bc4f2a46162","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585125163446793","idStr":"3585125163446793"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/824672559","repostId":"1139202309","repostType":4,"repost":{"id":"1139202309","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1634280465,"share":"https://www.laohu8.com/m/news/1139202309?lang=zh_CN&edition=full","pubTime":"2021-10-15 14:47","market":"us","language":"en","title":"What Happens When the Fed Tapers?<blockquote>美联储缩减规模会发生什么？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1139202309","media":"Benzinga","summary":"What happens when the Fed tapers? That is the billion (or trillion) dollar question. Before we delve","content":"<p>What happens when the Fed tapers? That is the billion (or trillion) dollar question. Before we delve into the possible outcome(s) though, we must first understand what tapering means.</p><p><blockquote>美联储缩减规模会发生什么？这是一个价值十亿（或万亿）美元的问题。然而，在我们深入研究可能的结果之前，我们必须首先理解缩减意味着什么。</blockquote></p><p> In response to the coronavirus pandemic, the Federal Reserve&nbsp;slashed interest rates to zero in March 2020&nbsp;to help bolster growth. It also began its $120 billion in monthly asset purchases, a program known as quantitative easing (QE) that has roughly doubled the Fed’s balance sheet to about $8.5 trillion since the start of the pandemic.</p><p><blockquote>为了应对冠状病毒大流行，美联储于2020年3月将利率下调至零，以帮助提振增长。它还开始每月购买1200亿美元的资产，这是一项被称为量化宽松（QE）的计划，自疫情开始以来，该计划已使美联储的资产负债表增加了大约一倍，达到约8.5万亿美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d66984161d481448082b5856b1c7465c\" tg-width=\"1200\" tg-height=\"800\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cfe5a1c43965ba4fe7c492c026c915b8\" tg-width=\"1200\" tg-height=\"800\" width=\"100%\" height=\"auto\"><span>Source: Board of Governors of the Federal Reserve System</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：联邦储备系统理事会</span></p></blockquote></p><p> QE helps by reducing long-term interest rates, thereby encouraging borrowing to help spur spending, and in turn, the economy. In doing so, the Fed essentially reduces the available supply of these bonds in the open market, forcing investors who want to own them to drive up prices. Driving up bond prices has the effect of lowering interest rates, which lowers the borrowing costs of households on their mortgages, or the costs of corporations to borrow by issuing debt.</p><p><blockquote>量化宽松有助于降低长期利率，从而鼓励借贷以帮助刺激支出，进而刺激经济。通过这样做，美联储实质上减少了这些债券在公开市场上的可用供应，迫使想要持有它们的投资者推高价格。推高债券价格会降低利率，从而降低家庭抵押贷款的借贷成本，或企业通过发行债务借款的成本。</blockquote></p><p> As the Fed eases the pace and pares back the amount of these purchases, tapering begins with the ultimate goal of sending interest rates back to “normal.” Tapering can impact long-term interest rates, as this typically sends a signal to the markets that the Fed is shifting to a less accommodative policy stance in the future. The key is to understand that tapering does not mean the Fed stops purchasing assets, but it just reduces the pace of its balance sheet expansion. This is different than tightening, which means the Fed will no longer add assets to its balance sheet and will instead reduce the assets it holds by selling them — with&nbsp;large companies recently&nbsp;including&nbsp;<b>Caterpillar Inc.</b>&nbsp;and&nbsp;<b>Home Depot</b>&nbsp;taking advantage of to issue new bonds.</p><p><blockquote>随着美联储放慢步伐并削减这些购买数量，缩减购债规模的最终目标是让利率回归“正常”。缩减规模可能会影响长期利率，因为这通常会向市场发出信号，表明美联储未来将转向不太宽松的政策立场。关键是要明白，缩减并不意味着美联储停止购买资产，而只是降低了其资产负债表扩张的步伐。这与紧缩不同，紧缩意味着美联储将不再在其资产负债表上增加资产，而是通过出售资产来减少其持有的资产——最近大公司包括<b>卡特彼勒公司。</b>和<b>家得宝</b>利用发行新债券。</blockquote></p><p> Aside from interest rates, tapering could have an impact on the U.S. dollar. The trajectory of the U.S. dollar is important for investors as it impacts everything from commodity prices to corporate earnings. Higher yields make dollar-denominated assets more attractive to income seeking investors. Tapering is typically bullish for the dollar as it means a move toward tighter monetary policy. Since currencies normally appreciate when their domestic short-term rates rise, as the Fed continues to signal imminent tightening, markets are pricing in higher rates. This offers support to the dollar amid an already choppy risk environment that is a positive for the safe haven dollar. As mentioned above, if the Fed will be buying fewer debt assets, there would be fewer dollars in circulation.</p><p><blockquote>除了利率之外，缩减购债规模也可能对美元产生影响。美元的走势对投资者来说很重要，因为它影响着从大宗商品价格到企业盈利的方方面面。较高的收益率使美元计价资产对寻求收入的投资者更具吸引力。缩减购债规模通常对美元有利，因为这意味着货币政策收紧。由于当国内短期利率上升时，货币通常会升值，随着美联储继续发出即将紧缩的信号，市场正在消化更高的利率。在本已动荡的风险环境中，这为美元提供了支撑，这对避险美元有利。如上所述，如果美联储购买更少的债务资产，流通中的美元就会减少。</blockquote></p><p> The market is anticipating the beginning of the taper process could begin sometime in the fourth quarter of this year, possibly as soon as November. In addition, half of the Fed vice presidents project interest rates rising at some point in 2022. Fed Chairman Powell is anticipating the taper process could end around the middle of next year, as long as the recovery remains on track. The Central Bank has insisted that they expect to keep the funds rate near zero until labor market conditions have reached levels consistent with their projections of maximum employment. We are nowhere near pre-pandemic unemployment levels (with 8.4 million unemployed persons in the U.S. now versus 5.7 million in February 2020). This could lead to concern over whether the Fed risks tightening monetary policy at a time when the economy might be significantly weaker than it already is today. At the end of the day, if the Fed is priming the markets for a taper in the fourth quarter of 2021, we could be in for a period of extended volatility.</p><p><blockquote>市场预计缩减进程可能会在今年第四季度的某个时候开始，最早可能在11月。此外，一半的美联储副主席预计利率将在2022年的某个时候上升。美联储主席鲍威尔预计，只要复苏仍在正轨上，缩减进程可能会在明年年中左右结束。央行坚称，他们预计将基金利率保持在接近零的水平，直到劳动力市场状况达到与其最大就业预测一致的水平。我们远未达到大流行前的失业率水平（美国目前有840万失业人员，而2020年2月为570万）。这可能会引发人们的担忧，即在经济可能明显弱于目前的情况下，美联储是否会冒险收紧货币政策。归根结底，如果美联储为2021年第四季度缩减规模做好市场准备，我们可能会面临一段长期波动的时期。</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>What Happens When the Fed Tapers?<blockquote>美联储缩减规模会发生什么？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat Happens When the Fed Tapers?<blockquote>美联储缩减规模会发生什么？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-10-15 14:47</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>What happens when the Fed tapers? That is the billion (or trillion) dollar question. Before we delve into the possible outcome(s) though, we must first understand what tapering means.</p><p><blockquote>美联储缩减规模会发生什么？这是一个价值十亿（或万亿）美元的问题。然而，在我们深入研究可能的结果之前，我们必须首先理解缩减意味着什么。</blockquote></p><p> In response to the coronavirus pandemic, the Federal Reserve&nbsp;slashed interest rates to zero in March 2020&nbsp;to help bolster growth. It also began its $120 billion in monthly asset purchases, a program known as quantitative easing (QE) that has roughly doubled the Fed’s balance sheet to about $8.5 trillion since the start of the pandemic.</p><p><blockquote>为了应对冠状病毒大流行，美联储于2020年3月将利率下调至零，以帮助提振增长。它还开始每月购买1200亿美元的资产，这是一项被称为量化宽松（QE）的计划，自疫情开始以来，该计划已使美联储的资产负债表增加了大约一倍，达到约8.5万亿美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d66984161d481448082b5856b1c7465c\" tg-width=\"1200\" tg-height=\"800\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cfe5a1c43965ba4fe7c492c026c915b8\" tg-width=\"1200\" tg-height=\"800\" width=\"100%\" height=\"auto\"><span>Source: Board of Governors of the Federal Reserve System</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：联邦储备系统理事会</span></p></blockquote></p><p> QE helps by reducing long-term interest rates, thereby encouraging borrowing to help spur spending, and in turn, the economy. In doing so, the Fed essentially reduces the available supply of these bonds in the open market, forcing investors who want to own them to drive up prices. Driving up bond prices has the effect of lowering interest rates, which lowers the borrowing costs of households on their mortgages, or the costs of corporations to borrow by issuing debt.</p><p><blockquote>量化宽松有助于降低长期利率，从而鼓励借贷以帮助刺激支出，进而刺激经济。通过这样做，美联储实质上减少了这些债券在公开市场上的可用供应，迫使想要持有它们的投资者推高价格。推高债券价格会降低利率，从而降低家庭抵押贷款的借贷成本，或企业通过发行债务借款的成本。</blockquote></p><p> As the Fed eases the pace and pares back the amount of these purchases, tapering begins with the ultimate goal of sending interest rates back to “normal.” Tapering can impact long-term interest rates, as this typically sends a signal to the markets that the Fed is shifting to a less accommodative policy stance in the future. The key is to understand that tapering does not mean the Fed stops purchasing assets, but it just reduces the pace of its balance sheet expansion. This is different than tightening, which means the Fed will no longer add assets to its balance sheet and will instead reduce the assets it holds by selling them — with&nbsp;large companies recently&nbsp;including&nbsp;<b>Caterpillar Inc.</b>&nbsp;and&nbsp;<b>Home Depot</b>&nbsp;taking advantage of to issue new bonds.</p><p><blockquote>随着美联储放慢步伐并削减这些购买数量，缩减购债规模的最终目标是让利率回归“正常”。缩减规模可能会影响长期利率，因为这通常会向市场发出信号，表明美联储未来将转向不太宽松的政策立场。关键是要明白，缩减并不意味着美联储停止购买资产，而只是降低了其资产负债表扩张的步伐。这与紧缩不同，紧缩意味着美联储将不再在其资产负债表上增加资产，而是通过出售资产来减少其持有的资产——最近大公司包括<b>卡特彼勒公司。</b>和<b>家得宝</b>利用发行新债券。</blockquote></p><p> Aside from interest rates, tapering could have an impact on the U.S. dollar. The trajectory of the U.S. dollar is important for investors as it impacts everything from commodity prices to corporate earnings. Higher yields make dollar-denominated assets more attractive to income seeking investors. Tapering is typically bullish for the dollar as it means a move toward tighter monetary policy. Since currencies normally appreciate when their domestic short-term rates rise, as the Fed continues to signal imminent tightening, markets are pricing in higher rates. This offers support to the dollar amid an already choppy risk environment that is a positive for the safe haven dollar. As mentioned above, if the Fed will be buying fewer debt assets, there would be fewer dollars in circulation.</p><p><blockquote>除了利率之外，缩减购债规模也可能对美元产生影响。美元的走势对投资者来说很重要，因为它影响着从大宗商品价格到企业盈利的方方面面。较高的收益率使美元计价资产对寻求收入的投资者更具吸引力。缩减购债规模通常对美元有利，因为这意味着货币政策收紧。由于当国内短期利率上升时，货币通常会升值，随着美联储继续发出即将紧缩的信号，市场正在消化更高的利率。在本已动荡的风险环境中，这为美元提供了支撑，这对避险美元有利。如上所述，如果美联储购买更少的债务资产，流通中的美元就会减少。</blockquote></p><p> The market is anticipating the beginning of the taper process could begin sometime in the fourth quarter of this year, possibly as soon as November. In addition, half of the Fed vice presidents project interest rates rising at some point in 2022. Fed Chairman Powell is anticipating the taper process could end around the middle of next year, as long as the recovery remains on track. The Central Bank has insisted that they expect to keep the funds rate near zero until labor market conditions have reached levels consistent with their projections of maximum employment. We are nowhere near pre-pandemic unemployment levels (with 8.4 million unemployed persons in the U.S. now versus 5.7 million in February 2020). This could lead to concern over whether the Fed risks tightening monetary policy at a time when the economy might be significantly weaker than it already is today. At the end of the day, if the Fed is priming the markets for a taper in the fourth quarter of 2021, we could be in for a period of extended volatility.</p><p><blockquote>市场预计缩减进程可能会在今年第四季度的某个时候开始，最早可能在11月。此外，一半的美联储副主席预计利率将在2022年的某个时候上升。美联储主席鲍威尔预计，只要复苏仍在正轨上，缩减进程可能会在明年年中左右结束。央行坚称，他们预计将基金利率保持在接近零的水平，直到劳动力市场状况达到与其最大就业预测一致的水平。我们远未达到大流行前的失业率水平（美国目前有840万失业人员，而2020年2月为570万）。这可能会引发人们的担忧，即在经济可能明显弱于目前的情况下，美联储是否会冒险收紧货币政策。归根结底，如果美联储为2021年第四季度缩减规模做好市场准备，我们可能会面临一段长期波动的时期。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139202309","content_text":"What happens when the Fed tapers? That is the billion (or trillion) dollar question. Before we delve into the possible outcome(s) though, we must first understand what tapering means.\nIn response to the coronavirus pandemic, the Federal Reserve slashed interest rates to zero in March 2020 to help bolster growth. It also began its $120 billion in monthly asset purchases, a program known as quantitative easing (QE) that has roughly doubled the Fed’s balance sheet to about $8.5 trillion since the start of the pandemic.\n\nSource: Board of Governors of the Federal Reserve System\nQE helps by reducing long-term interest rates, thereby encouraging borrowing to help spur spending, and in turn, the economy. In doing so, the Fed essentially reduces the available supply of these bonds in the open market, forcing investors who want to own them to drive up prices. Driving up bond prices has the effect of lowering interest rates, which lowers the borrowing costs of households on their mortgages, or the costs of corporations to borrow by issuing debt.\nAs the Fed eases the pace and pares back the amount of these purchases, tapering begins with the ultimate goal of sending interest rates back to “normal.” Tapering can impact long-term interest rates, as this typically sends a signal to the markets that the Fed is shifting to a less accommodative policy stance in the future. The key is to understand that tapering does not mean the Fed stops purchasing assets, but it just reduces the pace of its balance sheet expansion. This is different than tightening, which means the Fed will no longer add assets to its balance sheet and will instead reduce the assets it holds by selling them — with large companies recently including Caterpillar Inc. and Home Depot taking advantage of to issue new bonds.\nAside from interest rates, tapering could have an impact on the U.S. dollar. The trajectory of the U.S. dollar is important for investors as it impacts everything from commodity prices to corporate earnings. Higher yields make dollar-denominated assets more attractive to income seeking investors. Tapering is typically bullish for the dollar as it means a move toward tighter monetary policy. Since currencies normally appreciate when their domestic short-term rates rise, as the Fed continues to signal imminent tightening, markets are pricing in higher rates. This offers support to the dollar amid an already choppy risk environment that is a positive for the safe haven dollar. As mentioned above, if the Fed will be buying fewer debt assets, there would be fewer dollars in circulation.\nThe market is anticipating the beginning of the taper process could begin sometime in the fourth quarter of this year, possibly as soon as November. In addition, half of the Fed vice presidents project interest rates rising at some point in 2022. Fed Chairman Powell is anticipating the taper process could end around the middle of next year, as long as the recovery remains on track. The Central Bank has insisted that they expect to keep the funds rate near zero until labor market conditions have reached levels consistent with their projections of maximum employment. We are nowhere near pre-pandemic unemployment levels (with 8.4 million unemployed persons in the U.S. now versus 5.7 million in February 2020). This could lead to concern over whether the Fed risks tightening monetary policy at a time when the economy might be significantly weaker than it already is today. At the end of the day, if the Fed is priming the markets for a taper in the fourth quarter of 2021, we could be in for a period of extended volatility.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":476,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":829994654,"gmtCreate":1633448434201,"gmtModify":1633448434478,"author":{"id":"3585125163446793","authorId":"3585125163446793","name":"RobinChanKH","avatar":"https://static.tigerbbs.com/bf0ba843eca17a8812677bc4f2a46162","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585125163446793","idStr":"3585125163446793"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/829994654","repostId":"2173391516","repostType":4,"isVote":1,"tweetType":1,"viewCount":521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":867218849,"gmtCreate":1633270456484,"gmtModify":1633270456750,"author":{"id":"3585125163446793","authorId":"3585125163446793","name":"RobinChanKH","avatar":"https://static.tigerbbs.com/bf0ba843eca17a8812677bc4f2a46162","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585125163446793","idStr":"3585125163446793"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/867218849","repostId":"2172624809","repostType":4,"isVote":1,"tweetType":1,"viewCount":450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":865900255,"gmtCreate":1632927553102,"gmtModify":1632927553368,"author":{"id":"3585125163446793","authorId":"3585125163446793","name":"RobinChanKH","avatar":"https://static.tigerbbs.com/bf0ba843eca17a8812677bc4f2a46162","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585125163446793","idStr":"3585125163446793"},"themes":[],"htmlText":"Up.&nbsp;","listText":"Up.&nbsp;","text":"Up.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/865900255","repostId":"1110654593","repostType":4,"isVote":1,"tweetType":1,"viewCount":410,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":888159776,"gmtCreate":1631460931895,"gmtModify":1631893185197,"author":{"id":"3585125163446793","authorId":"3585125163446793","name":"RobinChanKH","avatar":"https://static.tigerbbs.com/bf0ba843eca17a8812677bc4f2a46162","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585125163446793","idStr":"3585125163446793"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/888159776","repostId":"1189654544","repostType":4,"repost":{"id":"1189654544","kind":"news","pubTimestamp":1631406130,"share":"https://www.laohu8.com/m/news/1189654544?lang=zh_CN&edition=full","pubTime":"2021-09-12 08:22","market":"us","language":"en","title":"US IPO Week Ahead: The Fall IPO market kicks off with a 10 IPO week<blockquote>美国IPO周：秋季IPO市场以10周IPO拉开帷幕</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1189654544","media":"Renaissance Capital","summary":"After a wave of launches in the short holiday week, 10 IPOs are scheduled to raise over $3 billion i","content":"<p>After a wave of launches in the short holiday week, 10 IPOs are scheduled to raise over $3 billion in the week ahead.</p><p><blockquote>在短暂的假期周经历了一波发行之后，未来一周将有10起IPO计划筹集超过30亿美元的资金。</blockquote></p><p> Tech consultancy&nbsp;<b>Thoughtworks</b>(TWKS) plans to raise $700 million at a $6.3 billion market cap. This agile software developer provides premium, end-to-end digital strategy, design, and engineering services to more than 300 enterprise customers. The company grew revenue at a 14% CAGR from 2017 to 2020, and expanded margins in 2020 and the 1H21.</p><p><blockquote>技术咨询<b>Thoughtworks</b>(TWKS)计划以63亿美元的市值筹集7亿美元。这家敏捷软件开发商为300多家企业客户提供优质的端到端数字战略、设计和工程服务。从2017年到2020年，该公司的收入复合年增长率为14%，并在2020年和2021年上半年扩大了利润率。</blockquote></p><p> Swiss running shoe brand&nbsp;<b>On Holding</b>(ONON) plans to raise $591 million at a $5.9 billion market cap. On is a global provider of premium athletic footwear, apparel, and accessories that are designed using sustainable materials and its proprietary technology. The company has demonstrated growth and profitability, though it faces significant competition from other well-known sportswear brands.</p><p><blockquote>瑞士跑鞋品牌<b>持有时</b>(ONON)计划以59亿美元的市值筹集5.91亿美元。On是一家全球优质运动鞋、服装和配饰供应商，采用可持续材料及其专有技术设计。尽管面临来自其他知名运动服装品牌的激烈竞争，但该公司已展现出增长和盈利能力。</blockquote></p><p> After ending talks to go public via SPAC,<b>Sportradar Group</b>(SRAD) plans to raise $504 million at a $7.9 billion market cap. Covering over 750,000 events annually across 83 sports, this Swiss company provides software, data, and content to sports leagues, betting operators, and media companies. Sportradar is profitable, and growth accelerated in the 1H21 as live sports resumed.</p><p><blockquote>在结束通过SPAC上市的谈判后，<b>Sportradar集团</b>(SRAD)计划以79亿美元的市值筹集5.04亿美元。这家瑞士公司每年报道83项运动的750,000多场赛事，为体育联盟、博彩运营商和媒体公司提供软件、数据和内容。Sportradar已实现盈利，随着体育直播的恢复，2021年上半年增长加速。</blockquote></p><p> Drive-thru coffee chain&nbsp;<b>Dutch Bros</b>(BROS) plans to raise $400 million at a $3.3 billion market cap. This Oregon-based company has a chain of 471 drive-thru coffee shops in the Western US, and it has been able to maintain a track record of same-store sales growth as it has expanded to new states. Insiders received pre-IPO dividends and will sell shares back to the company.</p><p><blockquote>得来速咖啡连锁店<b>荷兰兄弟</b>(BROS)计划以33亿美元的市值筹集4亿美元。这家总部位于俄勒冈州的公司在美国西部拥有471家得来速咖啡店连锁店，随着业务扩展到新州，它一直能够保持同店销售增长的记录。内部人士收到了IPO前的股息，并将把股票卖回给公司。</blockquote></p><p> Healthcare intelligence platform&nbsp;<b>Definitive Healthcare</b>(DH) plans to raise $350 million at a $3.3 billion market cap. This company provides a healthcare commercial intelligence and analytics platform, helping its customers to analyze, navigate, and sell into the complex healthcare ecosystem. Unprofitable with strong growth, Definitive Healthcare will be leveraged post-IPO.</p><p><blockquote>医疗智能平台<b>权威医疗保健</b>(DH)计划以33亿美元的市值筹集3.5亿美元。该公司提供医疗保健商业智能和分析平台，帮助其客户分析、导航和销售复杂的医疗保健生态系统。由于增长强劲，Definitive Healthcare尚未盈利，但将在IPO后进行杠杆化。</blockquote></p><p> Identity management platform&nbsp;<b>ForgeRock</b>(FORG) plans to raise $248 million at a $2.1 billion market cap. The company provides identity and access management software, with a platform to provision, authenticate, and govern all types of digital identities. Unprofitable with high sales and marketing expenses, ForgeRock is a leading next-gen provider in the multi-billion-dollar identity and access market.</p><p><blockquote>身份管理平台<b>ForgeRock</b>(FORG)计划以21亿美元的市值筹集2.48亿美元。该公司提供身份和访问管理软件，以及一个提供、认证和管理所有类型数字身份的平台。由于销售和营销费用高昂，ForgeRock无利可图，是价值数十亿美元的身份和访问市场中领先的下一代提供商。</blockquote></p><p> Immunology biotech&nbsp;<b>DICE Therapeutics</b>(DICE) plans to raise $160 million at a $550 million market cap. This biotech is developing oral small molecule therapies to treat chronic diseases in immunology and other therapeutic areas. DICE plans to initiate a Phase 1 trial of its lead candidate S011806, an oral antagonist with a variety of immunology indications.</p><p><blockquote>免疫学生物技术<b>骰子疗法</b>(DICE)计划以5.5亿美元的市值筹集1.6亿美元。这家生物技术公司正在开发口服小分子疗法，以治疗免疫学和其他治疗领域的慢性疾病。DICE计划启动其主要候选药物S011806的1期试验，这是一种具有多种免疫学适应症的口服拮抗剂。</blockquote></p><p> Surgical robotics developer&nbsp;<b>PROCEPT BioRobotics</b>(PRCT) plans to raise $127 million at a $1.1 billion market cap. This commercial-stage company develops surgical robotic systems for minimally-invasive urologic surgery with an initial focus on treating benign prostatic hyperplasia. PROCEPT BioRobotics is highly unprofitable and saw revenue increase more than sixfold in the 1H21.</p><p><blockquote>手术机器人开发商<b>PROCEPT生物机器人</b>(PRCT)计划以11亿美元的市值筹集1.27亿美元。这家商业阶段的公司开发用于微创泌尿外科手术的手术机器人系统，最初的重点是治疗良性前列腺增生。PROCEPT BioRobotics非常无利可图，2021年上半年收入增长了六倍多。</blockquote></p><p> Oncology biotech&nbsp;<b>Tyra Biosciences</b>(TYRA) plans to raise $101 million at a $584 million market cap. This preclinical biotech is developing FGFR kinase inhibitors for cancer, specifically solid tumors. Tyra’s lead candidate is initially focused on bladder cancer, and the company expects to submit an IND for it in mid-2022.</p><p><blockquote>肿瘤生物技术<b>泰拉生物科学公司</b>(TYRA)计划以5.84亿美元的市值筹集1.01亿美元。这家临床前生物技术公司正在开发用于癌症，特别是实体瘤的FGFR激酶抑制剂。Tyra的主要候选药物最初专注于膀胱癌，该公司预计将于2022年中期提交IND。</blockquote></p><p> Micro-cap gas delivery service&nbsp;<b>EzFill Holdings</b>(EZFL) plans to raise $25 million at a $104 million market cap. This mobile-fueling company provides an on-demand fuel delivery service in Florida via mobile app. Highly unprofitable with explosive growth, EzFill states that it is the dominant player in the South Florida market.</p><p><blockquote>微帽气体输送服务<b>埃兹菲尔控股</b>(EZFL)计划以1.04亿美元的市值筹集2500万美元。这家移动加油公司通过移动应用程序在佛罗里达州提供按需加油服务。由于爆炸性增长，EzFill表示，它是南佛罗里达州市场的主导者。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/718698ff98644c4026f32efe91d076c6\" tg-width=\"1128\" tg-height=\"684\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/97fe13300d9e4cf61effc59b9706776a\" tg-width=\"1129\" tg-height=\"247\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>IPO Market Snapshot</b></p><p><blockquote><b>IPO市场快照</b></blockquote></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 9/9/21, the Renaissance IPO Index was up 7.7% year-to-date, while the S&amp;P 500 was up 19.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 11.0% year-to-date, while the ACWX was up 10.0%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT Partners.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至9/9/21，文艺复兴IPO指数今年迄今上涨了7.7%，而标普500上涨了19.6%。Renaissance Capital的IPO ETF（纽约证券交易所股票代码：IPO）跟踪该指数，持有的顶级ETF包括Snowflake（SNOW）和Palantir Technologies（PLTR）。Renaissance International IPO指数今年迄今下跌11.0%，而ACWX指数上涨10.0%。Renaissance Capital的国际IPO ETF（纽约证券交易所股票代码：IPOS）跟踪该指数，持有的顶级ETF包括思摩尔国际和殷拓合伙人。</blockquote></p><p></p>","source":"lsy1603787993745","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>US IPO Week Ahead: The Fall IPO market kicks off with a 10 IPO week<blockquote>美国IPO周：秋季IPO市场以10周IPO拉开帷幕</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\">\nUS IPO Week Ahead: The Fall IPO market kicks off with a 10 IPO week<blockquote>美国IPO周：秋季IPO市场以10周IPO拉开帷幕</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Renaissance Capital</strong><span class=\"h-time small\">2021-09-12 08:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p>After a wave of launches in the short holiday week, 10 IPOs are scheduled to raise over $3 billion in the week ahead.</p><p><blockquote>在短暂的假期周经历了一波发行之后，未来一周将有10起IPO计划筹集超过30亿美元的资金。</blockquote></p><p> Tech consultancy&nbsp;<b>Thoughtworks</b>(TWKS) plans to raise $700 million at a $6.3 billion market cap. This agile software developer provides premium, end-to-end digital strategy, design, and engineering services to more than 300 enterprise customers. The company grew revenue at a 14% CAGR from 2017 to 2020, and expanded margins in 2020 and the 1H21.</p><p><blockquote>技术咨询<b>Thoughtworks</b>(TWKS)计划以63亿美元的市值筹集7亿美元。这家敏捷软件开发商为300多家企业客户提供优质的端到端数字战略、设计和工程服务。从2017年到2020年，该公司的收入复合年增长率为14%，并在2020年和2021年上半年扩大了利润率。</blockquote></p><p> Swiss running shoe brand&nbsp;<b>On Holding</b>(ONON) plans to raise $591 million at a $5.9 billion market cap. On is a global provider of premium athletic footwear, apparel, and accessories that are designed using sustainable materials and its proprietary technology. The company has demonstrated growth and profitability, though it faces significant competition from other well-known sportswear brands.</p><p><blockquote>瑞士跑鞋品牌<b>持有时</b>(ONON)计划以59亿美元的市值筹集5.91亿美元。On是一家全球优质运动鞋、服装和配饰供应商，采用可持续材料及其专有技术设计。尽管面临来自其他知名运动服装品牌的激烈竞争，但该公司已展现出增长和盈利能力。</blockquote></p><p> After ending talks to go public via SPAC,<b>Sportradar Group</b>(SRAD) plans to raise $504 million at a $7.9 billion market cap. Covering over 750,000 events annually across 83 sports, this Swiss company provides software, data, and content to sports leagues, betting operators, and media companies. Sportradar is profitable, and growth accelerated in the 1H21 as live sports resumed.</p><p><blockquote>在结束通过SPAC上市的谈判后，<b>Sportradar集团</b>(SRAD)计划以79亿美元的市值筹集5.04亿美元。这家瑞士公司每年报道83项运动的750,000多场赛事，为体育联盟、博彩运营商和媒体公司提供软件、数据和内容。Sportradar已实现盈利，随着体育直播的恢复，2021年上半年增长加速。</blockquote></p><p> Drive-thru coffee chain&nbsp;<b>Dutch Bros</b>(BROS) plans to raise $400 million at a $3.3 billion market cap. This Oregon-based company has a chain of 471 drive-thru coffee shops in the Western US, and it has been able to maintain a track record of same-store sales growth as it has expanded to new states. Insiders received pre-IPO dividends and will sell shares back to the company.</p><p><blockquote>得来速咖啡连锁店<b>荷兰兄弟</b>(BROS)计划以33亿美元的市值筹集4亿美元。这家总部位于俄勒冈州的公司在美国西部拥有471家得来速咖啡店连锁店，随着业务扩展到新州，它一直能够保持同店销售增长的记录。内部人士收到了IPO前的股息，并将把股票卖回给公司。</blockquote></p><p> Healthcare intelligence platform&nbsp;<b>Definitive Healthcare</b>(DH) plans to raise $350 million at a $3.3 billion market cap. This company provides a healthcare commercial intelligence and analytics platform, helping its customers to analyze, navigate, and sell into the complex healthcare ecosystem. Unprofitable with strong growth, Definitive Healthcare will be leveraged post-IPO.</p><p><blockquote>医疗智能平台<b>权威医疗保健</b>(DH)计划以33亿美元的市值筹集3.5亿美元。该公司提供医疗保健商业智能和分析平台，帮助其客户分析、导航和销售复杂的医疗保健生态系统。由于增长强劲，Definitive Healthcare尚未盈利，但将在IPO后进行杠杆化。</blockquote></p><p> Identity management platform&nbsp;<b>ForgeRock</b>(FORG) plans to raise $248 million at a $2.1 billion market cap. The company provides identity and access management software, with a platform to provision, authenticate, and govern all types of digital identities. Unprofitable with high sales and marketing expenses, ForgeRock is a leading next-gen provider in the multi-billion-dollar identity and access market.</p><p><blockquote>身份管理平台<b>ForgeRock</b>(FORG)计划以21亿美元的市值筹集2.48亿美元。该公司提供身份和访问管理软件，以及一个提供、认证和管理所有类型数字身份的平台。由于销售和营销费用高昂，ForgeRock无利可图，是价值数十亿美元的身份和访问市场中领先的下一代提供商。</blockquote></p><p> Immunology biotech&nbsp;<b>DICE Therapeutics</b>(DICE) plans to raise $160 million at a $550 million market cap. This biotech is developing oral small molecule therapies to treat chronic diseases in immunology and other therapeutic areas. DICE plans to initiate a Phase 1 trial of its lead candidate S011806, an oral antagonist with a variety of immunology indications.</p><p><blockquote>免疫学生物技术<b>骰子疗法</b>(DICE)计划以5.5亿美元的市值筹集1.6亿美元。这家生物技术公司正在开发口服小分子疗法，以治疗免疫学和其他治疗领域的慢性疾病。DICE计划启动其主要候选药物S011806的1期试验，这是一种具有多种免疫学适应症的口服拮抗剂。</blockquote></p><p> Surgical robotics developer&nbsp;<b>PROCEPT BioRobotics</b>(PRCT) plans to raise $127 million at a $1.1 billion market cap. This commercial-stage company develops surgical robotic systems for minimally-invasive urologic surgery with an initial focus on treating benign prostatic hyperplasia. PROCEPT BioRobotics is highly unprofitable and saw revenue increase more than sixfold in the 1H21.</p><p><blockquote>手术机器人开发商<b>PROCEPT生物机器人</b>(PRCT)计划以11亿美元的市值筹集1.27亿美元。这家商业阶段的公司开发用于微创泌尿外科手术的手术机器人系统，最初的重点是治疗良性前列腺增生。PROCEPT BioRobotics非常无利可图，2021年上半年收入增长了六倍多。</blockquote></p><p> Oncology biotech&nbsp;<b>Tyra Biosciences</b>(TYRA) plans to raise $101 million at a $584 million market cap. This preclinical biotech is developing FGFR kinase inhibitors for cancer, specifically solid tumors. Tyra’s lead candidate is initially focused on bladder cancer, and the company expects to submit an IND for it in mid-2022.</p><p><blockquote>肿瘤生物技术<b>泰拉生物科学公司</b>(TYRA)计划以5.84亿美元的市值筹集1.01亿美元。这家临床前生物技术公司正在开发用于癌症，特别是实体瘤的FGFR激酶抑制剂。Tyra的主要候选药物最初专注于膀胱癌，该公司预计将于2022年中期提交IND。</blockquote></p><p> Micro-cap gas delivery service&nbsp;<b>EzFill Holdings</b>(EZFL) plans to raise $25 million at a $104 million market cap. This mobile-fueling company provides an on-demand fuel delivery service in Florida via mobile app. Highly unprofitable with explosive growth, EzFill states that it is the dominant player in the South Florida market.</p><p><blockquote>微帽气体输送服务<b>埃兹菲尔控股</b>(EZFL)计划以1.04亿美元的市值筹集2500万美元。这家移动加油公司通过移动应用程序在佛罗里达州提供按需加油服务。由于爆炸性增长，EzFill表示，它是南佛罗里达州市场的主导者。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/718698ff98644c4026f32efe91d076c6\" tg-width=\"1128\" tg-height=\"684\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/97fe13300d9e4cf61effc59b9706776a\" tg-width=\"1129\" tg-height=\"247\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>IPO Market Snapshot</b></p><p><blockquote><b>IPO市场快照</b></blockquote></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 9/9/21, the Renaissance IPO Index was up 7.7% year-to-date, while the S&amp;P 500 was up 19.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 11.0% year-to-date, while the ACWX was up 10.0%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT Partners.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至9/9/21，文艺复兴IPO指数今年迄今上涨了7.7%，而标普500上涨了19.6%。Renaissance Capital的IPO ETF（纽约证券交易所股票代码：IPO）跟踪该指数，持有的顶级ETF包括Snowflake（SNOW）和Palantir Technologies（PLTR）。Renaissance International IPO指数今年迄今下跌11.0%，而ACWX指数上涨10.0%。Renaissance Capital的国际IPO ETF（纽约证券交易所股票代码：IPOS）跟踪该指数，持有的顶级ETF包括思摩尔国际和殷拓合伙人。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.renaissancecapital.com/IPO-Center/News/85972/US-IPO-Week-Ahead-The-Fall-IPO-market-kicks-off-with-a-10-IPO-week\">Renaissance Capital</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","PRCT":"PROCEPT BioRobotics","DH":"Definitive Healthcare Corp.","BROS":"Dutch Bros Inc.","TWKS":"Thoughtworks Holding Inc.",".IXIC":"NASDAQ Composite","ONON":"On Holding AG","FORG":"ForgeRock, Inc.","TYRA":"Tyra Biosciences, Inc.","DICE":"DICE Therapeutics, Inc.","SRAD":"Sportradar Group AG",".SPX":"S&P 500 Index"},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/85972/US-IPO-Week-Ahead-The-Fall-IPO-market-kicks-off-with-a-10-IPO-week","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189654544","content_text":"After a wave of launches in the short holiday week, 10 IPOs are scheduled to raise over $3 billion in the week ahead.\nTech consultancy Thoughtworks(TWKS) plans to raise $700 million at a $6.3 billion market cap. This agile software developer provides premium, end-to-end digital strategy, design, and engineering services to more than 300 enterprise customers. The company grew revenue at a 14% CAGR from 2017 to 2020, and expanded margins in 2020 and the 1H21.\nSwiss running shoe brand On Holding(ONON) plans to raise $591 million at a $5.9 billion market cap. On is a global provider of premium athletic footwear, apparel, and accessories that are designed using sustainable materials and its proprietary technology. The company has demonstrated growth and profitability, though it faces significant competition from other well-known sportswear brands.\nAfter ending talks to go public via SPAC,Sportradar Group(SRAD) plans to raise $504 million at a $7.9 billion market cap. Covering over 750,000 events annually across 83 sports, this Swiss company provides software, data, and content to sports leagues, betting operators, and media companies. Sportradar is profitable, and growth accelerated in the 1H21 as live sports resumed.\nDrive-thru coffee chain Dutch Bros(BROS) plans to raise $400 million at a $3.3 billion market cap. This Oregon-based company has a chain of 471 drive-thru coffee shops in the Western US, and it has been able to maintain a track record of same-store sales growth as it has expanded to new states. Insiders received pre-IPO dividends and will sell shares back to the company.\nHealthcare intelligence platform Definitive Healthcare(DH) plans to raise $350 million at a $3.3 billion market cap. This company provides a healthcare commercial intelligence and analytics platform, helping its customers to analyze, navigate, and sell into the complex healthcare ecosystem. Unprofitable with strong growth, Definitive Healthcare will be leveraged post-IPO.\nIdentity management platform ForgeRock(FORG) plans to raise $248 million at a $2.1 billion market cap. The company provides identity and access management software, with a platform to provision, authenticate, and govern all types of digital identities. Unprofitable with high sales and marketing expenses, ForgeRock is a leading next-gen provider in the multi-billion-dollar identity and access market.\nImmunology biotech DICE Therapeutics(DICE) plans to raise $160 million at a $550 million market cap. This biotech is developing oral small molecule therapies to treat chronic diseases in immunology and other therapeutic areas. DICE plans to initiate a Phase 1 trial of its lead candidate S011806, an oral antagonist with a variety of immunology indications.\nSurgical robotics developer PROCEPT BioRobotics(PRCT) plans to raise $127 million at a $1.1 billion market cap. This commercial-stage company develops surgical robotic systems for minimally-invasive urologic surgery with an initial focus on treating benign prostatic hyperplasia. PROCEPT BioRobotics is highly unprofitable and saw revenue increase more than sixfold in the 1H21.\nOncology biotech Tyra Biosciences(TYRA) plans to raise $101 million at a $584 million market cap. This preclinical biotech is developing FGFR kinase inhibitors for cancer, specifically solid tumors. Tyra’s lead candidate is initially focused on bladder cancer, and the company expects to submit an IND for it in mid-2022.\nMicro-cap gas delivery service EzFill Holdings(EZFL) plans to raise $25 million at a $104 million market cap. This mobile-fueling company provides an on-demand fuel delivery service in Florida via mobile app. Highly unprofitable with explosive growth, EzFill states that it is the dominant player in the South Florida market.\n\nIPO Market Snapshot\nThe Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 9/9/21, the Renaissance IPO Index was up 7.7% year-to-date, while the S&P 500 was up 19.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 11.0% year-to-date, while the ACWX was up 10.0%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT Partners.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,"DH":0.9,"PRCT":0.9,"SRAD":0.9,"BROS":0.9,".SPX":0.9,"TWKS":0.9,"ONON":0.9,"FORG":0.9,"TYRA":0.9,"DICE":0.9,"EZFL":0.9}},"isVote":1,"tweetType":1,"viewCount":487,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":111747057,"gmtCreate":1622703985479,"gmtModify":1634098969647,"author":{"id":"3585125163446793","authorId":"3585125163446793","name":"RobinChanKH","avatar":"https://static.tigerbbs.com/bf0ba843eca17a8812677bc4f2a46162","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585125163446793","idStr":"3585125163446793"},"themes":[],"htmlText":"Cool. Shall see these 3 unique stocks do magic.","listText":"Cool. Shall see these 3 unique stocks do magic.","text":"Cool. Shall see these 3 unique stocks do magic.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/111747057","repostId":"1146528217","repostType":4,"repost":{"id":"1146528217","kind":"news","pubTimestamp":1622695494,"share":"https://www.laohu8.com/m/news/1146528217?lang=zh_CN&edition=full","pubTime":"2021-06-03 12:44","market":"hk","language":"en","title":"Ignore Dogecoin -- These 3 Unique Stocks Are Infinitely Better Buys<blockquote>忽略狗狗币——这3只独特的股票非常值得购买</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1146528217","media":"The motley fool","summary":"These interesting companies are targeting huge market opportunities -- and can help keep your portfolio afloat in any market condition.Dogecoinhas emerged as one of the most hyped assets in the market today. This is understandable, considering that the cryptocurrency is up 7,733% so far this year, far ahead of the benchmarkS&P 500's returns of 11.84% in the same time frame.This makes Dogecoin a highly speculative investment for retail investors -- one that should mostly be avoided. Instead,NVIDI","content":"<p>These interesting companies are targeting huge market opportunities -- and can help keep your portfolio afloat in any market condition.</p><p><blockquote>这些有趣的公司瞄准了巨大的市场机会，可以帮助您的投资组合在任何市场条件下维持运营。</blockquote></p><p><b>Dogecoin</b>(CRYPTO:DOGE)has emerged as one of the most hyped assets in the market today. This is understandable, considering that the cryptocurrency is up 7,733% so far this year, far ahead of the benchmark<b>S&amp;P 500</b>'s returns of 11.84%&nbsp;in the same time frame.</p><p><blockquote><b>狗狗币</b>（CRYPTO：DOGE）已成为当今市场上最受炒作的资产之一。这是可以理解的，考虑到今年迄今为止加密货币上涨了7,733%，远远领先于基准<b>标普500</b>同期回报率为11.84%。</blockquote></p><p>Investors, however, should also consider Dogecoin's high volatility. Dogecoin has tanked by more than 50% from its all-time high of $0.74 in the past month (so, yes, at one point it was up more than 14,000%). This cryptocurrency is not backed by any asset and hardly has anysustainable advantageover rivals in terms of transaction fees or processing and settlement speeds. And with no hard limit to the number of Dogecoins that can be mined, this cryptocurrency is extremely sensitive to headline risk.</p><p><blockquote>然而，投资者还应该考虑狗狗币的高波动性。过去一个月，狗狗币从0.74美元的历史高点下跌了50%以上（所以，是的，它一度上涨了14,000%以上）。这种加密货币没有任何资产支持，在交易费用或处理和结算速度方面几乎没有任何可持续的竞争对手优势。由于对可以开采的狗狗币数量没有硬性限制，这种加密货币对头条风险极其敏感。</blockquote></p><p>This makes Dogecoin a highly speculative investment for retail investors -- one that should mostly be avoided. Instead,<b>NVIDIA</b>(NASDAQ:NVDA),<b>Skillz</b>(NYSE:SKLZ), and<b>Jushi Holdings</b>(OTC:JUSHF)can prove much better portfolio holdings in the long run.</p><p><blockquote>这使得狗狗币成为散户投资者的高度投机性投资——基本上应该避免这种投资。相反，<b>英伟达</b>（纳斯达克：NVDA），<b>斯基尔茨</b>（纽约证券交易所代码：SKLZ），以及<b>巨石控股</b>从长远来看，（场外交易代码：JUSHF）可以证明是更好的投资组合。</blockquote></p><p>1. NVIDIA</p><p><blockquote>1.英伟达</blockquote></p><p>If you want to invest in leading-edge semiconductor technology powering artificial intelligence, cloud computing, autonomous driving, 5G, and several other next-generation trends, then NVIDIA may be exactly the right stock for you.</p><p><blockquote>如果您想投资为人工智能、云计算、自动驾驶、5G和其他几种下一代趋势提供动力的领先半导体技术，那么英伟达可能正是适合您的股票。</blockquote></p><p>In the first quarter of fiscal 2022 (ending May 2), NVIDIA reported stellar performance, despite the ongoing global semiconductor shortage. Revenue jumped 84% year over year to $5.66 billion, and diluted earnings per share (EPS) soared 106% to $3.03. In the first quarter, gaming revenue was up 106% year over year to $2.76 billion, while data center revenue jumped 79% year over year to $2.05 billion.</p><p><blockquote>在2022财年第一季度（截至5月2日），尽管全球半导体短缺持续，英伟达仍报告了出色的业绩。收入同比增长84%至56.6亿美元，稀释后每股收益(EPS)飙升106%至3.03美元。第一季度，游戏收入同比增长106%至27.6亿美元，数据中心收入同比增长79%至20.5亿美元。</blockquote></p><p>Long known as a leader in the gaming space for its graphic processing units (GPUs), NVIDIA further strengthened that position by launching GeForce RTX 30 Series GPUs in September. Since then, GeForce has triggered a massive GPU upgrade cycle in the gaming industry, and demand for NVIDIA-powered laptops and desktops from students, gamers, and creators has been outstripping supply.</p><p><blockquote>长期以来，英伟达因其图形处理单元（GPU）而成为游戏领域的领导者，通过在9月份推出GeForce RTX 30系列GPU，进一步巩固了这一地位。此后，GeForce在游戏行业引发了大规模的GPU升级周期，学生、游戏玩家和创作者对NVIDIA驱动的笔记本电脑和台式机的需求一直供不应求。</blockquote></p><p>In fact, the RTX 30 series has played a pivotal role in helping NVIDIArecapture some shareof the discrete GPU market from<b>Advanced Micro Devices</b>(NASDAQ:AMD). (\"Discrete GPU\" refers to a GPU which is separate from the central processing unit, or CPU.) Subsequently, the company ended 2020 with83% of the discrete GPUmarket share.</p><p><blockquote>事实上，RTX 30系列在帮助Nvidia从<b>先进微设备公司</b>（纳斯达克：AMD）。（“分立GPU”是指独立于中央处理器或CPU的GPU。）随后，该公司在2020年底拥有83%的分立GPU市场份额。</blockquote></p><p>NVIDIA's data center segment is witnessing solid demand from massive data-center customers building infrastructure for providing AI capabilities to their clients. Management has also announced plans to launch their first data center central processing unit (CPU), theARM-based\"Grace\" chip, by 2023. With the capability to work 10 times faster than existing servers, Grace CPU can further strengthen NVIDIA's position in the global data center market.</p><p><blockquote>NVIDIA的数据中心部门正见证着大型数据中心客户构建基础设施以向客户提供人工智能功能的强劲需求。管理层还宣布计划到2023年推出首款数据中心中央处理单元(CPU)，即基于ARM的“Grace”芯片。凭借比现有服务器快10倍的工作速度，Grace CPU可以进一步加强NVIDIA在全球数据中心市场的地位。</blockquote></p><p>With this backdrop, although NVIDIA trades at more than 40.8 times forward earnings, the premium valuation seems justified. Investors can earn handsome returns by picking up this market-leading semiconductor stock even at these elevated levels.</p><p><blockquote>在此背景下，尽管英伟达的预期市盈率超过40.8倍，但溢价估值似乎是合理的。即使在如此高的水平下，投资者也可以通过买入这只市场领先的半导体股票来获得可观的回报。</blockquote></p><p>2. Skillz</p><p><blockquote>2.Skillz</blockquote></p><p>Mobile esports platform Skillz has been on a wild ride in the past few months. The company IPOed via the special purpose acquisition company (SPAC) route at an opening price of $17.89 in December, reached as high as $46.30 in February, and then tanked to an all-time low of $12.40 in April. The dramatic drop has been associated with several factors, including investors moving from growth to value stocks, some adverse short-seller reports, ill-timed capital raises, and equity dilution involving significant insider selling.</p><p><blockquote>移动电子竞技平台Skillz在过去几个月里一直在疯狂发展。该公司去年12月通过特殊目的收购公司(SPAC)途径IPO，开盘价为17.89美元，2月份高达46.30美元，然后在4月份跌至12.40美元的历史低点。大幅下跌与多种因素有关，包括投资者从成长型股票转向价值型股票、一些不利的卖空报告、不合时宜的融资以及涉及重大内幕抛售的股权稀释。</blockquote></p><p>The sheer magnitude of Skillz's sell-off, however, seems unjustified. Skillz provides mobile game developers with a platform to organize competitions and then collects15% of the gross proceedspaid by players participating in these competitions. In the first quarter of fiscal 2021 (ending March 31), Skillz's monthly active users rose by 3.8% year over year to 2.7 million, and paying user count jumped by 81% to 467,000.</p><p><blockquote>然而，Skillz的抛售规模似乎是不合理的。Skillz为手机游戏开发商提供了一个组织比赛的平台，然后收取参加这些比赛的玩家支付的总收益的15%。2021财年第一季度（截至3月31日），Skillz的月活跃用户同比增长3.8%至270万，付费用户数量跃升81%至46.7万。</blockquote></p><p>In an open letter to retail investors, Skillz founder and CEO Andrew Paradise highlighted the platform's high engagement level, noting that once users start paying, they stay with the company for the long run. While Skillz is currently focused only on paying users, Paradise's letter noted plans to explore other monetization methods, such as \"non-intrusive advertising\" and \"gamifying other industries and experiences,\" to add new revenue streams in the coming years.</p><p><blockquote>Skillz创始人兼首席执行官Andrew Paradise在致散户投资者的公开信中强调了该平台的高参与度，并指出一旦用户开始付费，他们就会长期留在公司。虽然Skillz目前只专注于付费用户，但Paradise的信中指出，计划探索其他货币化方法，如“非侵入性广告”和“其他行业和体验的游戏化”，以在未来几年增加新的收入来源。</blockquote></p><p></p><p>In the first quarter, Skillz's revenues jumped 92% year over year to $84 million, ahead of its previous guidance of $80 million. The company also bumped up its year-over-year fiscal 2021 revenue growth estimate from 59% to 63%. However, this guidance does not include the potential gains from new game launches or entering new geographies.</p><p><blockquote>第一季度，Skillz的收入同比增长92%，达到8400万美元，高于之前指导的8000万美元。该公司还将2021财年收入同比增长预期从59%上调至63%。然而，该指南不包括新游戏发布或进入新地区的潜在收益。</blockquote></p><p>The company has entered into a multi-year gaming agreement with the National Football League (NFL). While this deal will not add materially to Skillz's top line in fiscal 2021, it will attract more users to the platform. The company also plans to enter India by the end of fiscal 2021, a move expected to grow its addressable market by 65%. Against this backdrop, chances of Skillz reporting a steep revenue growth trajectory in coming quarters remains high.</p><p><blockquote>该公司已与美国国家橄榄球联盟(NFL)签订了多年博彩协议。虽然这笔交易不会大幅增加Skillz 2021财年的营收，但它将吸引更多用户使用该平台。该公司还计划在2021财年末进入印度，此举预计将使其潜在市场增长65%。在此背景下，Skillz在未来几个季度实现收入大幅增长的可能性仍然很高。</blockquote></p><p>Currently trading at 31 times trailing 12-month (TTM) sales, Skillz is still quite expensive, especially given that it's not profitable. However, the company is a solid bet on the growth potential of the mobile gaming market, which has expanded annually at a compounded average growth rate of 23% between 2015 and 2020. With a gross margin of 95%, a cash balance of $613 million, and zero debt, Skillz offers an attractive risk-reward proposition to retail investors.</p><p><blockquote>Skillz目前的交易价格是过去12个月(TTM)销售额的31倍，仍然相当昂贵，特别是考虑到它还没有盈利。然而，该公司坚定地押注于移动游戏市场的增长潜力，该市场在2015年至2020年间以23%的复合平均增长率每年扩张。Skillz的毛利率为95%，现金余额为6.13亿美元，债务为零，为散户投资者提供了有吸引力的风险回报主张。</blockquote></p><p>3. Jushi Holdings</p><p><blockquote>3、巨石控股</blockquote></p><p>Shares of U.S. multi-state cannabis operator Jushi Holdings are up over 450% in the past 12 months -- and for a good reason. Although it's among the smallerU.S. cannabis companies, the company hasstrategically selected marketswith high growth potential and limited competition in which to operate, including Ohio, Pennsylvania, Virginia, Illinois, California, Nevada, and Massachusetts.</p><p><blockquote>美国多州大麻运营商巨石控股的股价在过去12个月内上涨了450%以上，这是有充分理由的。虽然它是美国小国之一。作为大麻公司，该公司战略性地选择了具有高增长潜力且竞争有限的市场进行运营，包括俄亥俄州、宾夕法尼亚州、弗吉尼亚州、伊利诺伊州、加利福尼亚州、内华达州和马萨诸塞州。</blockquote></p><p>Jushi currently operates 11 medical marijuana dispensaries in Pennsylvania and plans to open an additional seven in 2021. This footprint seems even more impressive considering the fact that Pennsylvania's limited licensing structure reduces competition.</p><p><blockquote>巨石目前在宾夕法尼亚州经营着11家医用大麻药房，并计划在2021年再开设7家。考虑到宾夕法尼亚州有限的许可结构减少了竞争，这一足迹似乎更加令人印象深刻。</blockquote></p><p>There are 528,000 registered medical marijuana patients in Pennsylvania, and the market&nbsp;is expected to rake in $1.5 billion in revenues by 2023, meaning that Jushi stands to benefit dramatically in coming months. As Pennsylvania moves toward legalizing recreational marijuana, which is a major topic ahead of 2022 elections, Jushi's extensive presence can help establish its brands rapidly in this new market.</p><p><blockquote>宾夕法尼亚州有528,000名注册医用大麻患者，预计到2023年该市场将获得15亿美元的收入，这意味着巨石将在未来几个月内受益匪浅。随着宾夕法尼亚州走向娱乐性大麻合法化，这是2022年选举前的一个主要话题，巨石的广泛存在可以帮助其在这个新市场迅速建立品牌。</blockquote></p><p>Jushi currently operates four dispensaries in Illinois, a state which legalized sales of recreational cannabis starting Jan. 1, 2020. With an estimated 2021 annual run rate of $1.3 billion, Illinois is well-positioned to be a major revenue driver for the company. The company also holds one of the only five vertically integrated licenses in Virginia -- allowing it to cultivate, process, and sell medical cannabis to customers in a market with limited competition. Virginia is expected to commence recreational cannabis sales in 2024, which will further boost Jushi's addressable market.</p><p><blockquote>巨石目前在伊利诺伊州经营着四家药房，该州从2020年1月1日起将休闲大麻销售合法化。伊利诺伊州预计2021年的年运行率为13亿美元，完全有能力成为该公司的主要收入驱动力。该公司还持有弗吉尼亚州仅有的五个垂直整合许可证之一，允许其在竞争有限的市场中种植、加工和向客户销售医用大麻。弗吉尼亚州预计将于2024年开始销售休闲大麻，这将进一步提振巨石的潜在市场。</blockquote></p><p>In first-quarter 2021 (ending March 31), Jushi's revenues rose 29% sequentially to $41.7 million. The company also has a strong balance sheet with $168 million cash and $82 million debt. Against the backdrop of a robust strategy and solid financials, Jushi could prove to be an attractive investment for retail investors.</p><p><blockquote>2021年第一季度（截至3月31日），巨石收入环比增长29%至4170万美元。该公司还拥有强大的资产负债表，拥有1.68亿美元现金和8200万美元债务。在稳健的战略和稳健的财务状况的背景下，巨石可能对散户投资者来说是一项有吸引力的投资。</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>Ignore Dogecoin -- These 3 Unique Stocks Are Infinitely Better Buys<blockquote>忽略狗狗币——这3只独特的股票非常值得购买</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\">\nIgnore Dogecoin -- These 3 Unique Stocks Are Infinitely Better Buys<blockquote>忽略狗狗币——这3只独特的股票非常值得购买</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The motley fool</strong><span class=\"h-time small\">2021-06-03 12:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p>These interesting companies are targeting huge market opportunities -- and can help keep your portfolio afloat in any market condition.</p><p><blockquote>这些有趣的公司瞄准了巨大的市场机会，可以帮助您的投资组合在任何市场条件下维持运营。</blockquote></p><p><b>Dogecoin</b>(CRYPTO:DOGE)has emerged as one of the most hyped assets in the market today. This is understandable, considering that the cryptocurrency is up 7,733% so far this year, far ahead of the benchmark<b>S&amp;P 500</b>'s returns of 11.84%&nbsp;in the same time frame.</p><p><blockquote><b>狗狗币</b>（CRYPTO：DOGE）已成为当今市场上最受炒作的资产之一。这是可以理解的，考虑到今年迄今为止加密货币上涨了7,733%，远远领先于基准<b>标普500</b>同期回报率为11.84%。</blockquote></p><p>Investors, however, should also consider Dogecoin's high volatility. Dogecoin has tanked by more than 50% from its all-time high of $0.74 in the past month (so, yes, at one point it was up more than 14,000%). This cryptocurrency is not backed by any asset and hardly has anysustainable advantageover rivals in terms of transaction fees or processing and settlement speeds. And with no hard limit to the number of Dogecoins that can be mined, this cryptocurrency is extremely sensitive to headline risk.</p><p><blockquote>然而，投资者还应该考虑狗狗币的高波动性。过去一个月，狗狗币从0.74美元的历史高点下跌了50%以上（所以，是的，它一度上涨了14,000%以上）。这种加密货币没有任何资产支持，在交易费用或处理和结算速度方面几乎没有任何可持续的竞争对手优势。由于对可以开采的狗狗币数量没有硬性限制，这种加密货币对头条风险极其敏感。</blockquote></p><p>This makes Dogecoin a highly speculative investment for retail investors -- one that should mostly be avoided. Instead,<b>NVIDIA</b>(NASDAQ:NVDA),<b>Skillz</b>(NYSE:SKLZ), and<b>Jushi Holdings</b>(OTC:JUSHF)can prove much better portfolio holdings in the long run.</p><p><blockquote>这使得狗狗币成为散户投资者的高度投机性投资——基本上应该避免这种投资。相反，<b>英伟达</b>（纳斯达克：NVDA），<b>斯基尔茨</b>（纽约证券交易所代码：SKLZ），以及<b>巨石控股</b>从长远来看，（场外交易代码：JUSHF）可以证明是更好的投资组合。</blockquote></p><p>1. NVIDIA</p><p><blockquote>1.英伟达</blockquote></p><p>If you want to invest in leading-edge semiconductor technology powering artificial intelligence, cloud computing, autonomous driving, 5G, and several other next-generation trends, then NVIDIA may be exactly the right stock for you.</p><p><blockquote>如果您想投资为人工智能、云计算、自动驾驶、5G和其他几种下一代趋势提供动力的领先半导体技术，那么英伟达可能正是适合您的股票。</blockquote></p><p>In the first quarter of fiscal 2022 (ending May 2), NVIDIA reported stellar performance, despite the ongoing global semiconductor shortage. Revenue jumped 84% year over year to $5.66 billion, and diluted earnings per share (EPS) soared 106% to $3.03. In the first quarter, gaming revenue was up 106% year over year to $2.76 billion, while data center revenue jumped 79% year over year to $2.05 billion.</p><p><blockquote>在2022财年第一季度（截至5月2日），尽管全球半导体短缺持续，英伟达仍报告了出色的业绩。收入同比增长84%至56.6亿美元，稀释后每股收益(EPS)飙升106%至3.03美元。第一季度，游戏收入同比增长106%至27.6亿美元，数据中心收入同比增长79%至20.5亿美元。</blockquote></p><p>Long known as a leader in the gaming space for its graphic processing units (GPUs), NVIDIA further strengthened that position by launching GeForce RTX 30 Series GPUs in September. Since then, GeForce has triggered a massive GPU upgrade cycle in the gaming industry, and demand for NVIDIA-powered laptops and desktops from students, gamers, and creators has been outstripping supply.</p><p><blockquote>长期以来，英伟达因其图形处理单元（GPU）而成为游戏领域的领导者，通过在9月份推出GeForce RTX 30系列GPU，进一步巩固了这一地位。此后，GeForce在游戏行业引发了大规模的GPU升级周期，学生、游戏玩家和创作者对NVIDIA驱动的笔记本电脑和台式机的需求一直供不应求。</blockquote></p><p>In fact, the RTX 30 series has played a pivotal role in helping NVIDIArecapture some shareof the discrete GPU market from<b>Advanced Micro Devices</b>(NASDAQ:AMD). (\"Discrete GPU\" refers to a GPU which is separate from the central processing unit, or CPU.) Subsequently, the company ended 2020 with83% of the discrete GPUmarket share.</p><p><blockquote>事实上，RTX 30系列在帮助Nvidia从<b>先进微设备公司</b>（纳斯达克：AMD）。（“分立GPU”是指独立于中央处理器或CPU的GPU。）随后，该公司在2020年底拥有83%的分立GPU市场份额。</blockquote></p><p>NVIDIA's data center segment is witnessing solid demand from massive data-center customers building infrastructure for providing AI capabilities to their clients. Management has also announced plans to launch their first data center central processing unit (CPU), theARM-based\"Grace\" chip, by 2023. With the capability to work 10 times faster than existing servers, Grace CPU can further strengthen NVIDIA's position in the global data center market.</p><p><blockquote>NVIDIA的数据中心部门正见证着大型数据中心客户构建基础设施以向客户提供人工智能功能的强劲需求。管理层还宣布计划到2023年推出首款数据中心中央处理单元(CPU)，即基于ARM的“Grace”芯片。凭借比现有服务器快10倍的工作速度，Grace CPU可以进一步加强NVIDIA在全球数据中心市场的地位。</blockquote></p><p>With this backdrop, although NVIDIA trades at more than 40.8 times forward earnings, the premium valuation seems justified. Investors can earn handsome returns by picking up this market-leading semiconductor stock even at these elevated levels.</p><p><blockquote>在此背景下，尽管英伟达的预期市盈率超过40.8倍，但溢价估值似乎是合理的。即使在如此高的水平下，投资者也可以通过买入这只市场领先的半导体股票来获得可观的回报。</blockquote></p><p>2. Skillz</p><p><blockquote>2.Skillz</blockquote></p><p>Mobile esports platform Skillz has been on a wild ride in the past few months. The company IPOed via the special purpose acquisition company (SPAC) route at an opening price of $17.89 in December, reached as high as $46.30 in February, and then tanked to an all-time low of $12.40 in April. The dramatic drop has been associated with several factors, including investors moving from growth to value stocks, some adverse short-seller reports, ill-timed capital raises, and equity dilution involving significant insider selling.</p><p><blockquote>移动电子竞技平台Skillz在过去几个月里一直在疯狂发展。该公司去年12月通过特殊目的收购公司(SPAC)途径IPO，开盘价为17.89美元，2月份高达46.30美元，然后在4月份跌至12.40美元的历史低点。大幅下跌与多种因素有关，包括投资者从成长型股票转向价值型股票、一些不利的卖空报告、不合时宜的融资以及涉及重大内幕抛售的股权稀释。</blockquote></p><p>The sheer magnitude of Skillz's sell-off, however, seems unjustified. Skillz provides mobile game developers with a platform to organize competitions and then collects15% of the gross proceedspaid by players participating in these competitions. In the first quarter of fiscal 2021 (ending March 31), Skillz's monthly active users rose by 3.8% year over year to 2.7 million, and paying user count jumped by 81% to 467,000.</p><p><blockquote>然而，Skillz的抛售规模似乎是不合理的。Skillz为手机游戏开发商提供了一个组织比赛的平台，然后收取参加这些比赛的玩家支付的总收益的15%。2021财年第一季度（截至3月31日），Skillz的月活跃用户同比增长3.8%至270万，付费用户数量跃升81%至46.7万。</blockquote></p><p>In an open letter to retail investors, Skillz founder and CEO Andrew Paradise highlighted the platform's high engagement level, noting that once users start paying, they stay with the company for the long run. While Skillz is currently focused only on paying users, Paradise's letter noted plans to explore other monetization methods, such as \"non-intrusive advertising\" and \"gamifying other industries and experiences,\" to add new revenue streams in the coming years.</p><p><blockquote>Skillz创始人兼首席执行官Andrew Paradise在致散户投资者的公开信中强调了该平台的高参与度，并指出一旦用户开始付费，他们就会长期留在公司。虽然Skillz目前只专注于付费用户，但Paradise的信中指出，计划探索其他货币化方法，如“非侵入性广告”和“其他行业和体验的游戏化”，以在未来几年增加新的收入来源。</blockquote></p><p></p><p>In the first quarter, Skillz's revenues jumped 92% year over year to $84 million, ahead of its previous guidance of $80 million. The company also bumped up its year-over-year fiscal 2021 revenue growth estimate from 59% to 63%. However, this guidance does not include the potential gains from new game launches or entering new geographies.</p><p><blockquote>第一季度，Skillz的收入同比增长92%，达到8400万美元，高于之前指导的8000万美元。该公司还将2021财年收入同比增长预期从59%上调至63%。然而，该指南不包括新游戏发布或进入新地区的潜在收益。</blockquote></p><p>The company has entered into a multi-year gaming agreement with the National Football League (NFL). While this deal will not add materially to Skillz's top line in fiscal 2021, it will attract more users to the platform. The company also plans to enter India by the end of fiscal 2021, a move expected to grow its addressable market by 65%. Against this backdrop, chances of Skillz reporting a steep revenue growth trajectory in coming quarters remains high.</p><p><blockquote>该公司已与美国国家橄榄球联盟(NFL)签订了多年博彩协议。虽然这笔交易不会大幅增加Skillz 2021财年的营收，但它将吸引更多用户使用该平台。该公司还计划在2021财年末进入印度，此举预计将使其潜在市场增长65%。在此背景下，Skillz在未来几个季度实现收入大幅增长的可能性仍然很高。</blockquote></p><p>Currently trading at 31 times trailing 12-month (TTM) sales, Skillz is still quite expensive, especially given that it's not profitable. However, the company is a solid bet on the growth potential of the mobile gaming market, which has expanded annually at a compounded average growth rate of 23% between 2015 and 2020. With a gross margin of 95%, a cash balance of $613 million, and zero debt, Skillz offers an attractive risk-reward proposition to retail investors.</p><p><blockquote>Skillz目前的交易价格是过去12个月(TTM)销售额的31倍，仍然相当昂贵，特别是考虑到它还没有盈利。然而，该公司坚定地押注于移动游戏市场的增长潜力，该市场在2015年至2020年间以23%的复合平均增长率每年扩张。Skillz的毛利率为95%，现金余额为6.13亿美元，债务为零，为散户投资者提供了有吸引力的风险回报主张。</blockquote></p><p>3. Jushi Holdings</p><p><blockquote>3、巨石控股</blockquote></p><p>Shares of U.S. multi-state cannabis operator Jushi Holdings are up over 450% in the past 12 months -- and for a good reason. Although it's among the smallerU.S. cannabis companies, the company hasstrategically selected marketswith high growth potential and limited competition in which to operate, including Ohio, Pennsylvania, Virginia, Illinois, California, Nevada, and Massachusetts.</p><p><blockquote>美国多州大麻运营商巨石控股的股价在过去12个月内上涨了450%以上，这是有充分理由的。虽然它是美国小国之一。作为大麻公司，该公司战略性地选择了具有高增长潜力且竞争有限的市场进行运营，包括俄亥俄州、宾夕法尼亚州、弗吉尼亚州、伊利诺伊州、加利福尼亚州、内华达州和马萨诸塞州。</blockquote></p><p>Jushi currently operates 11 medical marijuana dispensaries in Pennsylvania and plans to open an additional seven in 2021. This footprint seems even more impressive considering the fact that Pennsylvania's limited licensing structure reduces competition.</p><p><blockquote>巨石目前在宾夕法尼亚州经营着11家医用大麻药房，并计划在2021年再开设7家。考虑到宾夕法尼亚州有限的许可结构减少了竞争，这一足迹似乎更加令人印象深刻。</blockquote></p><p>There are 528,000 registered medical marijuana patients in Pennsylvania, and the market&nbsp;is expected to rake in $1.5 billion in revenues by 2023, meaning that Jushi stands to benefit dramatically in coming months. As Pennsylvania moves toward legalizing recreational marijuana, which is a major topic ahead of 2022 elections, Jushi's extensive presence can help establish its brands rapidly in this new market.</p><p><blockquote>宾夕法尼亚州有528,000名注册医用大麻患者，预计到2023年该市场将获得15亿美元的收入，这意味着巨石将在未来几个月内受益匪浅。随着宾夕法尼亚州走向娱乐性大麻合法化，这是2022年选举前的一个主要话题，巨石的广泛存在可以帮助其在这个新市场迅速建立品牌。</blockquote></p><p>Jushi currently operates four dispensaries in Illinois, a state which legalized sales of recreational cannabis starting Jan. 1, 2020. With an estimated 2021 annual run rate of $1.3 billion, Illinois is well-positioned to be a major revenue driver for the company. The company also holds one of the only five vertically integrated licenses in Virginia -- allowing it to cultivate, process, and sell medical cannabis to customers in a market with limited competition. Virginia is expected to commence recreational cannabis sales in 2024, which will further boost Jushi's addressable market.</p><p><blockquote>巨石目前在伊利诺伊州经营着四家药房，该州从2020年1月1日起将休闲大麻销售合法化。伊利诺伊州预计2021年的年运行率为13亿美元，完全有能力成为该公司的主要收入驱动力。该公司还持有弗吉尼亚州仅有的五个垂直整合许可证之一，允许其在竞争有限的市场中种植、加工和向客户销售医用大麻。弗吉尼亚州预计将于2024年开始销售休闲大麻，这将进一步提振巨石的潜在市场。</blockquote></p><p>In first-quarter 2021 (ending March 31), Jushi's revenues rose 29% sequentially to $41.7 million. The company also has a strong balance sheet with $168 million cash and $82 million debt. Against the backdrop of a robust strategy and solid financials, Jushi could prove to be an attractive investment for retail investors.</p><p><blockquote>2021年第一季度（截至3月31日），巨石收入环比增长29%至4170万美元。该公司还拥有强大的资产负债表，拥有1.68亿美元现金和8200万美元债务。在稳健的战略和稳健的财务状况的背景下，巨石可能对散户投资者来说是一项有吸引力的投资。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/06/02/ignore-dogecoin-these-3-unique-stocks-are-infinite/\">The motley fool</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":{"AMD":"美国超微公司","NVDA":"英伟达","JUSHF":"Jushi Holdings Inc.","SKLZ":"Skillz Inc"},"source_url":"https://www.fool.com/investing/2021/06/02/ignore-dogecoin-these-3-unique-stocks-are-infinite/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146528217","content_text":"These interesting companies are targeting huge market opportunities -- and can help keep your portfolio afloat in any market condition.Dogecoin(CRYPTO:DOGE)has emerged as one of the most hyped assets in the market today. This is understandable, considering that the cryptocurrency is up 7,733% so far this year, far ahead of the benchmarkS&P 500's returns of 11.84% in the same time frame.Investors, however, should also consider Dogecoin's high volatility. Dogecoin has tanked by more than 50% from its all-time high of $0.74 in the past month (so, yes, at one point it was up more than 14,000%). This cryptocurrency is not backed by any asset and hardly has anysustainable advantageover rivals in terms of transaction fees or processing and settlement speeds. And with no hard limit to the number of Dogecoins that can be mined, this cryptocurrency is extremely sensitive to headline risk.This makes Dogecoin a highly speculative investment for retail investors -- one that should mostly be avoided. Instead,NVIDIA(NASDAQ:NVDA),Skillz(NYSE:SKLZ), andJushi Holdings(OTC:JUSHF)can prove much better portfolio holdings in the long run.1. NVIDIAIf you want to invest in leading-edge semiconductor technology powering artificial intelligence, cloud computing, autonomous driving, 5G, and several other next-generation trends, then NVIDIA may be exactly the right stock for you.In the first quarter of fiscal 2022 (ending May 2), NVIDIA reported stellar performance, despite the ongoing global semiconductor shortage. Revenue jumped 84% year over year to $5.66 billion, and diluted earnings per share (EPS) soared 106% to $3.03. In the first quarter, gaming revenue was up 106% year over year to $2.76 billion, while data center revenue jumped 79% year over year to $2.05 billion.Long known as a leader in the gaming space for its graphic processing units (GPUs), NVIDIA further strengthened that position by launching GeForce RTX 30 Series GPUs in September. Since then, GeForce has triggered a massive GPU upgrade cycle in the gaming industry, and demand for NVIDIA-powered laptops and desktops from students, gamers, and creators has been outstripping supply.In fact, the RTX 30 series has played a pivotal role in helping NVIDIArecapture some shareof the discrete GPU market fromAdvanced Micro Devices(NASDAQ:AMD). (\"Discrete GPU\" refers to a GPU which is separate from the central processing unit, or CPU.) Subsequently, the company ended 2020 with83% of the discrete GPUmarket share.NVIDIA's data center segment is witnessing solid demand from massive data-center customers building infrastructure for providing AI capabilities to their clients. Management has also announced plans to launch their first data center central processing unit (CPU), theARM-based\"Grace\" chip, by 2023. With the capability to work 10 times faster than existing servers, Grace CPU can further strengthen NVIDIA's position in the global data center market.With this backdrop, although NVIDIA trades at more than 40.8 times forward earnings, the premium valuation seems justified. Investors can earn handsome returns by picking up this market-leading semiconductor stock even at these elevated levels.2. SkillzMobile esports platform Skillz has been on a wild ride in the past few months. The company IPOed via the special purpose acquisition company (SPAC) route at an opening price of $17.89 in December, reached as high as $46.30 in February, and then tanked to an all-time low of $12.40 in April. The dramatic drop has been associated with several factors, including investors moving from growth to value stocks, some adverse short-seller reports, ill-timed capital raises, and equity dilution involving significant insider selling.The sheer magnitude of Skillz's sell-off, however, seems unjustified. Skillz provides mobile game developers with a platform to organize competitions and then collects15% of the gross proceedspaid by players participating in these competitions. In the first quarter of fiscal 2021 (ending March 31), Skillz's monthly active users rose by 3.8% year over year to 2.7 million, and paying user count jumped by 81% to 467,000.In an open letter to retail investors, Skillz founder and CEO Andrew Paradise highlighted the platform's high engagement level, noting that once users start paying, they stay with the company for the long run. While Skillz is currently focused only on paying users, Paradise's letter noted plans to explore other monetization methods, such as \"non-intrusive advertising\" and \"gamifying other industries and experiences,\" to add new revenue streams in the coming years.In the first quarter, Skillz's revenues jumped 92% year over year to $84 million, ahead of its previous guidance of $80 million. The company also bumped up its year-over-year fiscal 2021 revenue growth estimate from 59% to 63%. However, this guidance does not include the potential gains from new game launches or entering new geographies.The company has entered into a multi-year gaming agreement with the National Football League (NFL). While this deal will not add materially to Skillz's top line in fiscal 2021, it will attract more users to the platform. The company also plans to enter India by the end of fiscal 2021, a move expected to grow its addressable market by 65%. Against this backdrop, chances of Skillz reporting a steep revenue growth trajectory in coming quarters remains high.Currently trading at 31 times trailing 12-month (TTM) sales, Skillz is still quite expensive, especially given that it's not profitable. However, the company is a solid bet on the growth potential of the mobile gaming market, which has expanded annually at a compounded average growth rate of 23% between 2015 and 2020. With a gross margin of 95%, a cash balance of $613 million, and zero debt, Skillz offers an attractive risk-reward proposition to retail investors.3. Jushi HoldingsShares of U.S. multi-state cannabis operator Jushi Holdings are up over 450% in the past 12 months -- and for a good reason. Although it's among the smallerU.S. cannabis companies, the company hasstrategically selected marketswith high growth potential and limited competition in which to operate, including Ohio, Pennsylvania, Virginia, Illinois, California, Nevada, and Massachusetts.Jushi currently operates 11 medical marijuana dispensaries in Pennsylvania and plans to open an additional seven in 2021. This footprint seems even more impressive considering the fact that Pennsylvania's limited licensing structure reduces competition.There are 528,000 registered medical marijuana patients in Pennsylvania, and the market is expected to rake in $1.5 billion in revenues by 2023, meaning that Jushi stands to benefit dramatically in coming months. As Pennsylvania moves toward legalizing recreational marijuana, which is a major topic ahead of 2022 elections, Jushi's extensive presence can help establish its brands rapidly in this new market.Jushi currently operates four dispensaries in Illinois, a state which legalized sales of recreational cannabis starting Jan. 1, 2020. With an estimated 2021 annual run rate of $1.3 billion, Illinois is well-positioned to be a major revenue driver for the company. The company also holds one of the only five vertically integrated licenses in Virginia -- allowing it to cultivate, process, and sell medical cannabis to customers in a market with limited competition. Virginia is expected to commence recreational cannabis sales in 2024, which will further boost Jushi's addressable market.In first-quarter 2021 (ending March 31), Jushi's revenues rose 29% sequentially to $41.7 million. The company also has a strong balance sheet with $168 million cash and $82 million debt. Against the backdrop of a robust strategy and solid financials, Jushi could prove to be an attractive investment for retail investors.","news_type":1,"symbols_score_info":{"AMD":0.9,"JUSHF":0.9,"NVDA":0.9,"SKLZ":0.9}},"isVote":1,"tweetType":1,"viewCount":534,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":698254314,"gmtCreate":1640418331518,"gmtModify":1640418331924,"author":{"id":"3585125163446793","authorId":"3585125163446793","name":"RobinChanKH","avatar":"https://static.tigerbbs.com/bf0ba843eca17a8812677bc4f2a46162","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585125163446793","idStr":"3585125163446793"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/698254314","repostId":"2193317305","repostType":4,"isVote":1,"tweetType":1,"viewCount":754,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600480827,"gmtCreate":1638187176887,"gmtModify":1638187177374,"author":{"id":"3585125163446793","authorId":"3585125163446793","name":"RobinChanKH","avatar":"https://static.tigerbbs.com/bf0ba843eca17a8812677bc4f2a46162","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585125163446793","idStr":"3585125163446793"},"themes":[],"htmlText":"Up..&nbsp;","listText":"Up..&nbsp;","text":"Up..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/600480827","repostId":"1124072014","repostType":4,"repost":{"id":"1124072014","kind":"news","pubTimestamp":1638140765,"share":"https://www.laohu8.com/m/news/1124072014?lang=zh_CN&edition=full","pubTime":"2021-11-29 07:06","market":"us","language":"en","title":"November jobs report: What to know this week<blockquote>11月就业报告：本周需要了解什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1124072014","media":"yahoo","summary":"As investors return from the Thanksgiving-shortened trading week, focus will shift to the U.S. labor","content":"<p>As investors return from the Thanksgiving-shortened trading week, focus will shift to the U.S. labor market.</p><p><blockquote>随着投资者从感恩节缩短的交易周回归，焦点将转向美国劳动力市场。</blockquote></p><p> The Labor Department's monthly jobs report due for release on Friday is set to provide an updated snapshot of the strength in hiring and labor force participation in the U.S. economy. Consensus economists are looking for a half-million jobs to have returned in November, with the pace of hiring slowing only slightly from October's 531,000 gain. The unemployment rate is also expected to improve further to 4.5% from October's 4.6%, reaching the lowest level since March 2020.</p><p><blockquote>美国劳工部将于周五发布的月度就业报告将提供美国经济中招聘和劳动力参与实力的最新快照。经济学家一致认为，11月份将有50万个工作岗位回归，招聘速度仅较10月份的531,000个略有放缓。失业率也有望从10月的4.6%进一步改善至4.5%，达到2020年3月以来的最低水平。</blockquote></p><p> \"We expect non-farm payrolls to have risen by 500,000 in November, but the growing risk of a winter COVID wave and a dwindling supply of available workers will weigh on jobs growth soon,\" wrote Paul Ashworth, chief North America economist for Capital Economics, in a note last week.</p><p><blockquote>凯投宏观(Capital Economics)首席北美经济学家保罗·阿什沃斯(Paul Ashworth)写道：“我们预计11月份非农就业人数将增加50万人，但冬季新冠疫情风险不断增加以及可用工人供应减少将很快拖累就业增长。”，在上周的一份报告中。</blockquote></p><p> \"Employment growth can’t continue at this pace for much longer unless the labor force stages a more notable recovery. If anything, labor supply could<i>worsen</i>over the coming months as the federal vaccine mandate covering 100 [million] workers begins on January 4,\" Ashworth added. \"That suggests wage growth will remain strong, and we expect a 0.4% [month-over-month] rise in average hourly earnings in October.\"</p><p><blockquote>“除非劳动力出现更显著的复苏，否则就业增长不可能以这种速度持续太久。如果说有什么不同的话，那就是劳动力供应可以<i>恶化</i>随着覆盖1亿工人的联邦疫苗授权于1月4日开始，未来几个月，”阿什沃斯补充道。“这表明工资增长将保持强劲，我们预计10月份平均时薪将[环比]增长0.4%。”</blockquote></p><p> On a year-over-year basis, average hourly earnings are expected to rise by 5.0%, accelerating even further after October's already marked 4.9% rise and representing the fastest wage growth rate since February.</p><p><blockquote>与去年同期相比，平均时薪预计将增长5.0%，继10月份已经显着增长4.9%之后进一步加速，这是自2月份以来最快的工资增长率。</blockquote></p><p> Growing average wages and a tight labor market — while a positive for consumers and their ability to spend — has also stoked concerns over persistent inflation. Last week's Personal Consumption Expenditures (PCE) deflator from the Bureau of Economic Analysis for October showed an annual jump of 5.0% in the index, or the biggest rise since 1990. And the core PCE, or the Fed's preferred inflation gauge stripping out volatile food and energy prices, rose by 4.1% year-over-year — the most in three decades.</p><p><blockquote>平均工资增长和劳动力市场紧张虽然对消费者及其消费能力有利，但也引发了人们对持续通胀的担忧。上周经济分析局公布的10月份个人消费支出(PCE)平减指数显示，该指数年率上涨5.0%，创1990年以来最大涨幅。核心PCE（即美联储首选的剔除波动较大的食品和能源价格的通胀指标）同比上涨4.1%，为三十年来的最高水平。</blockquote></p><p> Other recent data have homed in on the tight labor market and presaged a potentially strong November jobs report. Last week'sinitial jobless claims fell to a 52-year low of 199,000, taking out both the prior pandemic-era low and pre-pandemic average for new first-time filings. This served as yet another point underscoring the steep competition for labor among U.S. employers, with companies attempting to hire and retain their existing workforces amid widespread labor shortages.</p><p><blockquote>最近的其他数据集中在紧张的劳动力市场上，并预示着11月份就业报告可能强劲。上周首次申请失业救济人数降至19.9万人的52年低点，打破了之前大流行时期的低点和大流行前新首次申请失业救济人数的平均值。这再次凸显了美国雇主之间对劳动力的激烈竞争，在劳动力普遍短缺的情况下，公司试图雇用和留住现有劳动力。</blockquote></p><p> Even given these lingering scarcities, the labor force participation rate has yet to return to pre-pandemic levels. The civilian labor force was still down by nearly 3 million participants compared to February 2020, with lingering concerns over the virus and adesire by many working-age individuals to seek out new roles with better flexibility and benefitsstill keeping many individuals on the sidelines of the workforce. Consensus economists expect the labor force participation rate to tick up only slightly in November to reach 61.7%, growing from October's 61.6% but coming in well below the 63.3% rate from February 2020.</p><p><blockquote>即使考虑到这些挥之不去的短缺，劳动力参与率仍未恢复到大流行前的水平。与2020年2月相比，平民劳动力仍减少了近300万参与者，对病毒的担忧挥之不去，许多工作年龄的人渴望寻找具有更好灵活性和福利的新角色，这仍然使许多人处于劳动力的边缘。经济学家普遍预计，11月份劳动力参与率仅略有上升，达到61.7%，高于10月份的61.6%，但远低于2020年2月的63.3%。</blockquote></p><p> Returning the economy back to pre-pandemic labor force participation levels and ensuring job gains are seen equitably across different groups has become a key focus for the Federal Reserve. And the distance still left to make up on these fronts has also been the biggest factor keeping the Fed ultra-accommodative with its monetary policy support, even after a parade of hotter-than-expected inflation reports that would appear to warrant a more hawkish policy tilt and a quicker-than-expected hike to interest rates.Fed Chair Jerome Powell's renomination to remain as head of the central bankfurther suggests the Fed's focus on the labor market as a critical informing factor for monetary policy will remain.</p><p><blockquote>让经济回到大流行前的劳动力参与水平，并确保不同群体公平地看到就业增长，已成为美联储的一个重点关注点。在这些方面仍有待弥补的距离也是美联储货币政策支持保持超宽松的最大因素，即使在一系列高于预期的通胀报告似乎需要采取更强硬的政策倾斜美联储主席杰罗姆·鲍威尔再次被提名继续担任央行行长进一步表明，美联储将继续关注劳动力市场，将其作为货币政策的关键信息因素。</blockquote></p><p> \"Market views for future Fed rate increases have been pulled forward aggressively in response to evidence that elevated inflation pressures are likely to persist for longer,\" wrote Deutsche Bank economist Justin Weidner in a note last week. \"However, as Chair Powell's November press conference made evident, prospects for the labor market to return to maximum employment remain a critical consideration for when the Fed will eventually begin to actively tighten monetary policy.\"</p><p><blockquote>德意志银行经济学家贾斯汀·魏德纳(Justin Weidner)上周在一份报告中写道：“由于有证据表明通胀压力上升可能会持续更长时间，市场对美联储未来加息的看法已大幅提前。”“然而，正如鲍威尔主席11月新闻发布会所表明的那样，劳动力市场恢复最大就业的前景仍然是美联储最终何时开始积极收紧货币政策的关键考虑因素。”</blockquote></p><p> Economic calendar</p><p><blockquote>经济日历</blockquote></p><p> <ul>  <li><b>Monday:</b>Pending home sales, month-over-month, October (0.7% expected, -2.3% in September); Dallas Federal Reserve Manufacturing Activity Index, November (17.0 expected, 14.6 in October)</p><p><blockquote><ul><li><b>星期一：</b>10月份待售房屋环比（预期0.7%，9月份-2.3%）；11月达拉斯联储制造业活动指数（预期17.0，10月14.6）</li></ul></blockquote></p><p></p><p></li>  <li><b>Tuesday:</b>FHFA House Price Index, month-over-month, September (1.2% expected, 1.0% in August); S&amp;P CoreLogic Case-Shiller 20-City Composite Index, month-over-month, September (1.30% expected, 1.17% in August); S&amp;P CoreLogic Case-Shiller 20-City Composite Index, September (19.66% during prior month); MNI Chicago PMI, November (67.0 expected, 68.4 in October); Conference Board Consumer Confidence Index, November (110.0 expected, 113.8 in October)</p><p><blockquote><li><b>星期二：</b>9月FHFA房价指数环比（预期为1.2%，8月为1.0%）；S&amp;P CoreLogic Case-Shiller 20城综合指数，9月环比（预期1.30%，8月1.17%）；S&amp;P CoreLogic Case-Shiller 20城市综合指数，9月（上月为19.66%）；11月MNI芝加哥PMI（预期67.0，10月68.4）；世界大型企业联合会11月消费者信心指数（预期110.0，10月113.8）</li></blockquote></p><p></li>  <li><b>Wednesday:</b>MBA Mortgage Applications, November 26 (1.8% during prior week); ADP Employment Change, November (515,000 expected, 571,000 in October); Markit U.S. Manufacturing PMI, November final (59.1 during prior month); Construction Spending, month-over-month, October (0.5% expected, -0.5% in September); ISM Manufacturing, November (61.0 expected, 60.8 in October); Federal Reserve releases Beige Book</p><p><blockquote><li><b>星期三：</b>MBA抵押贷款申请，11月26日（前一周为1.8%）；11月ADP就业变化（预期51.5万人，10月57.1万人）；Markit美国制造业PMI，11月终值（上月为59.1）；10月份建筑支出环比（预期0.5%，9月份-0.5%）；ISM制造业，11月（预期61.0，10月60.8）；美联储发布褐皮书</li></blockquote></p><p></li>  <li><b>Thursday:</b>Challenger job cuts, November (-71.7% in October); Initial jobless claims, week ended Nov. 27 (199,000 during prior week); Continuing claims, Nov. 20 (2.049 during prior week)</p><p><blockquote><li><b>星期四：</b>挑战者裁员，11月（10月-71.7%）；截至11月27日当周首次申请失业救济人数（前一周为199,000人）；11月20日持续申请失业救济人数（前一周为2.049）</li></blockquote></p><p></li>  <li><b>Friday:</b>Change in non-farm payrolls, November (500,000 expected, 531,000 in October); Unemployment rate, November (4.5% expected, 4.6% in October); Average Hourly Earnings, month-over-month, November (0.4% expected, 0.4% in October); Average Hourly Earnings, year-over-year, November (5.0% expected, 4.9% in October); Markit U.S. Services PMI, November final (57.0 in prior print); Markit U.S. Composite PMI, November final (56.5 in prior print); ISM Services Index, November (65.0 expected, 66.7 in October); Factory Orders, October (0.5% expected, 0.2% in September); Durable Goods Orders, October final (-0.5% in prior print)</p><p><blockquote><li><b>星期五：</b>11月非农就业人数变化（预期50万，10月53.1万）；11月失业率（预期4.5%，10月4.6%）；11月平均时薪环比（预期0.4%，10月0.4%）；11月平均时薪同比（预期5.0%，10月4.9%）；Markit美国服务业PMI，11月最终数据（上一期为57.0）；Markit美国综合PMI，11月最终数据（上一期为56.5）；ISM服务业指数，11月（预期65.0，10月66.7）；10月工厂订单（预期0.5%，9月0.2%）；耐用品订单，10月份最终（上次打印为-0.5%）</li></blockquote></p><p></li> </ul> Earnings calendar</p><p><blockquote>盈利日历</blockquote></p><p> <ul>  <li><b>Monday:</b><i>No notable reports scheduled for release</i></p><p><blockquote><ul><li><b>星期一：</b><i>没有计划发布值得注意的报告</i></li></ul></blockquote></p><p></li>  <li><b>Tuesday:</b>Salesforce.com (CRM) after market close</p><p><blockquote><li><b>星期二：</b>Salesforce.com(CRM)收盘后</li></blockquote></p><p></li>  <li><b>Wednesday:</b>PVH Corp. (PVH) after market close</p><p><blockquote><li><b>星期三：</b>PVH Corp.(PVH)收盘后</li></blockquote></p><p></li>  <li><b>Thursday:</b>Dollar General (DG), Kroger (KR) before market open; Ulta Beauty (ULTA) after market close</p><p><blockquote><li><b>星期四：</b>Dollar General(DG)、Kroger(KR)开盘前；Ulta Beauty(ULTA)收盘后</li></blockquote></p><p></li>  <li><b>Friday:</b><i>No notable reports scheduled for release</i></p><p><blockquote><li><b>星期五：</b><i>没有计划发布值得注意的报告</i></li></blockquote></p><p></li> </ul></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>November jobs report: What to know this week<blockquote>11月就业报告：本周需要了解什么</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\">\nNovember jobs report: What to know this week<blockquote>11月就业报告：本周需要了解什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">yahoo</strong><span class=\"h-time small\">2021-11-29 07:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p>As investors return from the Thanksgiving-shortened trading week, focus will shift to the U.S. labor market.</p><p><blockquote>随着投资者从感恩节缩短的交易周回归，焦点将转向美国劳动力市场。</blockquote></p><p> The Labor Department's monthly jobs report due for release on Friday is set to provide an updated snapshot of the strength in hiring and labor force participation in the U.S. economy. Consensus economists are looking for a half-million jobs to have returned in November, with the pace of hiring slowing only slightly from October's 531,000 gain. The unemployment rate is also expected to improve further to 4.5% from October's 4.6%, reaching the lowest level since March 2020.</p><p><blockquote>美国劳工部将于周五发布的月度就业报告将提供美国经济中招聘和劳动力参与实力的最新快照。经济学家一致认为，11月份将有50万个工作岗位回归，招聘速度仅较10月份的531,000个略有放缓。失业率也有望从10月的4.6%进一步改善至4.5%，达到2020年3月以来的最低水平。</blockquote></p><p> \"We expect non-farm payrolls to have risen by 500,000 in November, but the growing risk of a winter COVID wave and a dwindling supply of available workers will weigh on jobs growth soon,\" wrote Paul Ashworth, chief North America economist for Capital Economics, in a note last week.</p><p><blockquote>凯投宏观(Capital Economics)首席北美经济学家保罗·阿什沃斯(Paul Ashworth)写道：“我们预计11月份非农就业人数将增加50万人，但冬季新冠疫情风险不断增加以及可用工人供应减少将很快拖累就业增长。”，在上周的一份报告中。</blockquote></p><p> \"Employment growth can’t continue at this pace for much longer unless the labor force stages a more notable recovery. If anything, labor supply could<i>worsen</i>over the coming months as the federal vaccine mandate covering 100 [million] workers begins on January 4,\" Ashworth added. \"That suggests wage growth will remain strong, and we expect a 0.4% [month-over-month] rise in average hourly earnings in October.\"</p><p><blockquote>“除非劳动力出现更显著的复苏，否则就业增长不可能以这种速度持续太久。如果说有什么不同的话，那就是劳动力供应可以<i>恶化</i>随着覆盖1亿工人的联邦疫苗授权于1月4日开始，未来几个月，”阿什沃斯补充道。“这表明工资增长将保持强劲，我们预计10月份平均时薪将[环比]增长0.4%。”</blockquote></p><p> On a year-over-year basis, average hourly earnings are expected to rise by 5.0%, accelerating even further after October's already marked 4.9% rise and representing the fastest wage growth rate since February.</p><p><blockquote>与去年同期相比，平均时薪预计将增长5.0%，继10月份已经显着增长4.9%之后进一步加速，这是自2月份以来最快的工资增长率。</blockquote></p><p> Growing average wages and a tight labor market — while a positive for consumers and their ability to spend — has also stoked concerns over persistent inflation. Last week's Personal Consumption Expenditures (PCE) deflator from the Bureau of Economic Analysis for October showed an annual jump of 5.0% in the index, or the biggest rise since 1990. And the core PCE, or the Fed's preferred inflation gauge stripping out volatile food and energy prices, rose by 4.1% year-over-year — the most in three decades.</p><p><blockquote>平均工资增长和劳动力市场紧张虽然对消费者及其消费能力有利，但也引发了人们对持续通胀的担忧。上周经济分析局公布的10月份个人消费支出(PCE)平减指数显示，该指数年率上涨5.0%，创1990年以来最大涨幅。核心PCE（即美联储首选的剔除波动较大的食品和能源价格的通胀指标）同比上涨4.1%，为三十年来的最高水平。</blockquote></p><p> Other recent data have homed in on the tight labor market and presaged a potentially strong November jobs report. Last week'sinitial jobless claims fell to a 52-year low of 199,000, taking out both the prior pandemic-era low and pre-pandemic average for new first-time filings. This served as yet another point underscoring the steep competition for labor among U.S. employers, with companies attempting to hire and retain their existing workforces amid widespread labor shortages.</p><p><blockquote>最近的其他数据集中在紧张的劳动力市场上，并预示着11月份就业报告可能强劲。上周首次申请失业救济人数降至19.9万人的52年低点，打破了之前大流行时期的低点和大流行前新首次申请失业救济人数的平均值。这再次凸显了美国雇主之间对劳动力的激烈竞争，在劳动力普遍短缺的情况下，公司试图雇用和留住现有劳动力。</blockquote></p><p> Even given these lingering scarcities, the labor force participation rate has yet to return to pre-pandemic levels. The civilian labor force was still down by nearly 3 million participants compared to February 2020, with lingering concerns over the virus and adesire by many working-age individuals to seek out new roles with better flexibility and benefitsstill keeping many individuals on the sidelines of the workforce. Consensus economists expect the labor force participation rate to tick up only slightly in November to reach 61.7%, growing from October's 61.6% but coming in well below the 63.3% rate from February 2020.</p><p><blockquote>即使考虑到这些挥之不去的短缺，劳动力参与率仍未恢复到大流行前的水平。与2020年2月相比，平民劳动力仍减少了近300万参与者，对病毒的担忧挥之不去，许多工作年龄的人渴望寻找具有更好灵活性和福利的新角色，这仍然使许多人处于劳动力的边缘。经济学家普遍预计，11月份劳动力参与率仅略有上升，达到61.7%，高于10月份的61.6%，但远低于2020年2月的63.3%。</blockquote></p><p> Returning the economy back to pre-pandemic labor force participation levels and ensuring job gains are seen equitably across different groups has become a key focus for the Federal Reserve. And the distance still left to make up on these fronts has also been the biggest factor keeping the Fed ultra-accommodative with its monetary policy support, even after a parade of hotter-than-expected inflation reports that would appear to warrant a more hawkish policy tilt and a quicker-than-expected hike to interest rates.Fed Chair Jerome Powell's renomination to remain as head of the central bankfurther suggests the Fed's focus on the labor market as a critical informing factor for monetary policy will remain.</p><p><blockquote>让经济回到大流行前的劳动力参与水平，并确保不同群体公平地看到就业增长，已成为美联储的一个重点关注点。在这些方面仍有待弥补的距离也是美联储货币政策支持保持超宽松的最大因素，即使在一系列高于预期的通胀报告似乎需要采取更强硬的政策倾斜美联储主席杰罗姆·鲍威尔再次被提名继续担任央行行长进一步表明，美联储将继续关注劳动力市场，将其作为货币政策的关键信息因素。</blockquote></p><p> \"Market views for future Fed rate increases have been pulled forward aggressively in response to evidence that elevated inflation pressures are likely to persist for longer,\" wrote Deutsche Bank economist Justin Weidner in a note last week. \"However, as Chair Powell's November press conference made evident, prospects for the labor market to return to maximum employment remain a critical consideration for when the Fed will eventually begin to actively tighten monetary policy.\"</p><p><blockquote>德意志银行经济学家贾斯汀·魏德纳(Justin Weidner)上周在一份报告中写道：“由于有证据表明通胀压力上升可能会持续更长时间，市场对美联储未来加息的看法已大幅提前。”“然而，正如鲍威尔主席11月新闻发布会所表明的那样，劳动力市场恢复最大就业的前景仍然是美联储最终何时开始积极收紧货币政策的关键考虑因素。”</blockquote></p><p> Economic calendar</p><p><blockquote>经济日历</blockquote></p><p> <ul>  <li><b>Monday:</b>Pending home sales, month-over-month, October (0.7% expected, -2.3% in September); Dallas Federal Reserve Manufacturing Activity Index, November (17.0 expected, 14.6 in October)</p><p><blockquote><ul><li><b>星期一：</b>10月份待售房屋环比（预期0.7%，9月份-2.3%）；11月达拉斯联储制造业活动指数（预期17.0，10月14.6）</li></ul></blockquote></p><p></p><p></li>  <li><b>Tuesday:</b>FHFA House Price Index, month-over-month, September (1.2% expected, 1.0% in August); S&amp;P CoreLogic Case-Shiller 20-City Composite Index, month-over-month, September (1.30% expected, 1.17% in August); S&amp;P CoreLogic Case-Shiller 20-City Composite Index, September (19.66% during prior month); MNI Chicago PMI, November (67.0 expected, 68.4 in October); Conference Board Consumer Confidence Index, November (110.0 expected, 113.8 in October)</p><p><blockquote><li><b>星期二：</b>9月FHFA房价指数环比（预期为1.2%，8月为1.0%）；S&amp;P CoreLogic Case-Shiller 20城综合指数，9月环比（预期1.30%，8月1.17%）；S&amp;P CoreLogic Case-Shiller 20城市综合指数，9月（上月为19.66%）；11月MNI芝加哥PMI（预期67.0，10月68.4）；世界大型企业联合会11月消费者信心指数（预期110.0，10月113.8）</li></blockquote></p><p></li>  <li><b>Wednesday:</b>MBA Mortgage Applications, November 26 (1.8% during prior week); ADP Employment Change, November (515,000 expected, 571,000 in October); Markit U.S. Manufacturing PMI, November final (59.1 during prior month); Construction Spending, month-over-month, October (0.5% expected, -0.5% in September); ISM Manufacturing, November (61.0 expected, 60.8 in October); Federal Reserve releases Beige Book</p><p><blockquote><li><b>星期三：</b>MBA抵押贷款申请，11月26日（前一周为1.8%）；11月ADP就业变化（预期51.5万人，10月57.1万人）；Markit美国制造业PMI，11月终值（上月为59.1）；10月份建筑支出环比（预期0.5%，9月份-0.5%）；ISM制造业，11月（预期61.0，10月60.8）；美联储发布褐皮书</li></blockquote></p><p></li>  <li><b>Thursday:</b>Challenger job cuts, November (-71.7% in October); Initial jobless claims, week ended Nov. 27 (199,000 during prior week); Continuing claims, Nov. 20 (2.049 during prior week)</p><p><blockquote><li><b>星期四：</b>挑战者裁员，11月（10月-71.7%）；截至11月27日当周首次申请失业救济人数（前一周为199,000人）；11月20日持续申请失业救济人数（前一周为2.049）</li></blockquote></p><p></li>  <li><b>Friday:</b>Change in non-farm payrolls, November (500,000 expected, 531,000 in October); Unemployment rate, November (4.5% expected, 4.6% in October); Average Hourly Earnings, month-over-month, November (0.4% expected, 0.4% in October); Average Hourly Earnings, year-over-year, November (5.0% expected, 4.9% in October); Markit U.S. Services PMI, November final (57.0 in prior print); Markit U.S. Composite PMI, November final (56.5 in prior print); ISM Services Index, November (65.0 expected, 66.7 in October); Factory Orders, October (0.5% expected, 0.2% in September); Durable Goods Orders, October final (-0.5% in prior print)</p><p><blockquote><li><b>星期五：</b>11月非农就业人数变化（预期50万，10月53.1万）；11月失业率（预期4.5%，10月4.6%）；11月平均时薪环比（预期0.4%，10月0.4%）；11月平均时薪同比（预期5.0%，10月4.9%）；Markit美国服务业PMI，11月最终数据（上一期为57.0）；Markit美国综合PMI，11月最终数据（上一期为56.5）；ISM服务业指数，11月（预期65.0，10月66.7）；10月工厂订单（预期0.5%，9月0.2%）；耐用品订单，10月份最终（上次打印为-0.5%）</li></blockquote></p><p></li> </ul> Earnings calendar</p><p><blockquote>盈利日历</blockquote></p><p> <ul>  <li><b>Monday:</b><i>No notable reports scheduled for release</i></p><p><blockquote><ul><li><b>星期一：</b><i>没有计划发布值得注意的报告</i></li></ul></blockquote></p><p></li>  <li><b>Tuesday:</b>Salesforce.com (CRM) after market close</p><p><blockquote><li><b>星期二：</b>Salesforce.com(CRM)收盘后</li></blockquote></p><p></li>  <li><b>Wednesday:</b>PVH Corp. (PVH) after market close</p><p><blockquote><li><b>星期三：</b>PVH Corp.(PVH)收盘后</li></blockquote></p><p></li>  <li><b>Thursday:</b>Dollar General (DG), Kroger (KR) before market open; Ulta Beauty (ULTA) after market close</p><p><blockquote><li><b>星期四：</b>Dollar General(DG)、Kroger(KR)开盘前；Ulta Beauty(ULTA)收盘后</li></blockquote></p><p></li>  <li><b>Friday:</b><i>No notable reports scheduled for release</i></p><p><blockquote><li><b>星期五：</b><i>没有计划发布值得注意的报告</i></li></blockquote></p><p></li> </ul></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/november-jobs-report-what-to-know-this-week-144428419.html\">yahoo</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"},"source_url":"https://finance.yahoo.com/news/november-jobs-report-what-to-know-this-week-144428419.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124072014","content_text":"As investors return from the Thanksgiving-shortened trading week, focus will shift to the U.S. labor market.\nThe Labor Department's monthly jobs report due for release on Friday is set to provide an updated snapshot of the strength in hiring and labor force participation in the U.S. economy. Consensus economists are looking for a half-million jobs to have returned in November, with the pace of hiring slowing only slightly from October's 531,000 gain. The unemployment rate is also expected to improve further to 4.5% from October's 4.6%, reaching the lowest level since March 2020.\n\"We expect non-farm payrolls to have risen by 500,000 in November, but the growing risk of a winter COVID wave and a dwindling supply of available workers will weigh on jobs growth soon,\" wrote Paul Ashworth, chief North America economist for Capital Economics, in a note last week.\n\"Employment growth can’t continue at this pace for much longer unless the labor force stages a more notable recovery. If anything, labor supply couldworsenover the coming months as the federal vaccine mandate covering 100 [million] workers begins on January 4,\" Ashworth added. \"That suggests wage growth will remain strong, and we expect a 0.4% [month-over-month] rise in average hourly earnings in October.\"\nOn a year-over-year basis, average hourly earnings are expected to rise by 5.0%, accelerating even further after October's already marked 4.9% rise and representing the fastest wage growth rate since February.\nGrowing average wages and a tight labor market — while a positive for consumers and their ability to spend — has also stoked concerns over persistent inflation. Last week's Personal Consumption Expenditures (PCE) deflator from the Bureau of Economic Analysis for October showed an annual jump of 5.0% in the index, or the biggest rise since 1990. And the core PCE, or the Fed's preferred inflation gauge stripping out volatile food and energy prices, rose by 4.1% year-over-year — the most in three decades.\nOther recent data have homed in on the tight labor market and presaged a potentially strong November jobs report. Last week'sinitial jobless claims fell to a 52-year low of 199,000, taking out both the prior pandemic-era low and pre-pandemic average for new first-time filings. This served as yet another point underscoring the steep competition for labor among U.S. employers, with companies attempting to hire and retain their existing workforces amid widespread labor shortages.\nEven given these lingering scarcities, the labor force participation rate has yet to return to pre-pandemic levels. The civilian labor force was still down by nearly 3 million participants compared to February 2020, with lingering concerns over the virus and adesire by many working-age individuals to seek out new roles with better flexibility and benefitsstill keeping many individuals on the sidelines of the workforce. Consensus economists expect the labor force participation rate to tick up only slightly in November to reach 61.7%, growing from October's 61.6% but coming in well below the 63.3% rate from February 2020.\nReturning the economy back to pre-pandemic labor force participation levels and ensuring job gains are seen equitably across different groups has become a key focus for the Federal Reserve. And the distance still left to make up on these fronts has also been the biggest factor keeping the Fed ultra-accommodative with its monetary policy support, even after a parade of hotter-than-expected inflation reports that would appear to warrant a more hawkish policy tilt and a quicker-than-expected hike to interest rates.Fed Chair Jerome Powell's renomination to remain as head of the central bankfurther suggests the Fed's focus on the labor market as a critical informing factor for monetary policy will remain.\n\"Market views for future Fed rate increases have been pulled forward aggressively in response to evidence that elevated inflation pressures are likely to persist for longer,\" wrote Deutsche Bank economist Justin Weidner in a note last week. \"However, as Chair Powell's November press conference made evident, prospects for the labor market to return to maximum employment remain a critical consideration for when the Fed will eventually begin to actively tighten monetary policy.\"\nEconomic calendar\n\nMonday:Pending home sales, month-over-month, October (0.7% expected, -2.3% in September); Dallas Federal Reserve Manufacturing Activity Index, November (17.0 expected, 14.6 in October)\nTuesday:FHFA House Price Index, month-over-month, September (1.2% expected, 1.0% in August); S&P CoreLogic Case-Shiller 20-City Composite Index, month-over-month, September (1.30% expected, 1.17% in August); S&P CoreLogic Case-Shiller 20-City Composite Index, September (19.66% during prior month); MNI Chicago PMI, November (67.0 expected, 68.4 in October); Conference Board Consumer Confidence Index, November (110.0 expected, 113.8 in October)\nWednesday:MBA Mortgage Applications, November 26 (1.8% during prior week); ADP Employment Change, November (515,000 expected, 571,000 in October); Markit U.S. Manufacturing PMI, November final (59.1 during prior month); Construction Spending, month-over-month, October (0.5% expected, -0.5% in September); ISM Manufacturing, November (61.0 expected, 60.8 in October); Federal Reserve releases Beige Book\nThursday:Challenger job cuts, November (-71.7% in October); Initial jobless claims, week ended Nov. 27 (199,000 during prior week); Continuing claims, Nov. 20 (2.049 during prior week)\nFriday:Change in non-farm payrolls, November (500,000 expected, 531,000 in October); Unemployment rate, November (4.5% expected, 4.6% in October); Average Hourly Earnings, month-over-month, November (0.4% expected, 0.4% in October); Average Hourly Earnings, year-over-year, November (5.0% expected, 4.9% in October); Markit U.S. Services PMI, November final (57.0 in prior print); Markit U.S. Composite PMI, November final (56.5 in prior print); ISM Services Index, November (65.0 expected, 66.7 in October); Factory Orders, October (0.5% expected, 0.2% in September); Durable Goods Orders, October final (-0.5% in prior print)\n\nEarnings calendar\n\nMonday:No notable reports scheduled for release\nTuesday:Salesforce.com (CRM) after market close\nWednesday:PVH Corp. (PVH) after market close\nThursday:Dollar General (DG), Kroger (KR) before market open; Ulta Beauty (ULTA) after market close\nFriday:No notable reports scheduled for release","news_type":1,"symbols_score_info":{"CRM":0.9}},"isVote":1,"tweetType":1,"viewCount":402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872608082,"gmtCreate":1637494398550,"gmtModify":1637494398831,"author":{"id":"3585125163446793","authorId":"3585125163446793","name":"RobinChanKH","avatar":"https://static.tigerbbs.com/bf0ba843eca17a8812677bc4f2a46162","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585125163446793","idStr":"3585125163446793"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/872608082","repostId":"1156888846","repostType":4,"repost":{"id":"1156888846","kind":"news","pubTimestamp":1637465976,"share":"https://www.laohu8.com/m/news/1156888846?lang=zh_CN&edition=full","pubTime":"2021-11-21 11:39","market":"us","language":"en","title":"Why Ford Is Terminating Its Joint EV Development Plan With Rivian?<blockquote>为什么福特终止与Rivian的联合电动汽车开发计划？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1156888846","media":"Benzinga","summary":"Ford Motor Company, which is one of the early backers of EV startup Rivian Automotive, Inc., is shel","content":"<p><div> Ford Motor Company, which is one of the early backers of EV startup Rivian Automotive, Inc., is shelving its plan to develop an EV with the latter altogether. What Happened:As Ford steps on the gas on...</p><p><blockquote><div>福特汽车公司是电动汽车初创公司Rivian汽车公司的早期支持者之一，该公司正在完全搁置与后者开发电动汽车的计划。发生了什么：当福特踩下油门时...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/11/24209309/why-ford-is-terminating-its-joint-ev-development-plan-with-rivian\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/11/24209309/why-ford-is-terminating-its-joint-ev-development-plan-with-rivian\">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>Why Ford Is Terminating Its Joint EV Development Plan With Rivian?<blockquote>为什么福特终止与Rivian的联合电动汽车开发计划？</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\">\nWhy Ford Is Terminating Its Joint EV Development Plan With Rivian?<blockquote>为什么福特终止与Rivian的联合电动汽车开发计划？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-11-21 11:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Ford Motor Company, which is one of the early backers of EV startup Rivian Automotive, Inc., is shelving its plan to develop an EV with the latter altogether. What Happened:As Ford steps on the gas on...</p><p><blockquote><div>福特汽车公司是电动汽车初创公司Rivian汽车公司的早期支持者之一，该公司正在完全搁置与后者开发电动汽车的计划。发生了什么：当福特踩下油门时...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/11/24209309/why-ford-is-terminating-its-joint-ev-development-plan-with-rivian\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/11/24209309/why-ford-is-terminating-its-joint-ev-development-plan-with-rivian\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/news/21/11/24209309/why-ford-is-terminating-its-joint-ev-development-plan-with-rivian\">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":{"F":"福特汽车","RIVN":"Rivian Automotive, Inc."},"source_url":"https://www.benzinga.com/news/21/11/24209309/why-ford-is-terminating-its-joint-ev-development-plan-with-rivian","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156888846","content_text":"Ford Motor Company, which is one of the early backers of EV startup Rivian Automotive, Inc., is shelving its plan to develop an EV with the latter altogether.\nWhat Happened:As Ford steps on the gas on its EV transition, the Detroit-based automaker has decided to abandon it plans to jointly develop an EV with Rivian, CEO Jim Farley said in an interview with Automotive News.\nFarley said Ford expects to produce 600,000 vehicles per year by the end of 2023.\nWhen Ford initially invested $500 million in Rivian in 2019, it envisaged developing a Ford branded EV that will come with Rivian's skateboard powertrain. In early 2020, the companies said they are shelving the plans for a Lincoln-branded EV but would go ahead with an alternative vehicle based on Rivian technology.\nThe Ford CEO suggested in the interview that the company is now increasingly confident in competing in the EV space by itself. Another handicap that forced the going-solo decision was the complexities involved in integrating the hardware and software together.\nWhy It's Important:Rivian shares debuted on Wall Street on Nov. 10 following aninitial public offeringat a bumper valuation of over $100 billion. The company's strong debut and the subsequent run up in shares have raised eyebrows over its valuation which has taken it past the market capitalization of legacy U.S. automakers, including Ford.\nRivian's product pipeline consists of RIT, an EV pickup truck, which it began delivering to customers in September. As of Oct. 30, the company produced 180 R1Ts and delivered 156 R1Ts, with the bulk of them going to the company's employees.\nThe company noted that at the end of October, it had preorders of about 55,400 R1Ts and R1Ss. It expects to fill the preorder backlog by the end of 2023.\nFord, for its part, has doubled on itsEV strategyand invested big dollars into its transition toward EVs.\n\"We respect Rivian and have had extensive exploratory discussions with them, however, both sides have agreed not to pursue any kind of joint vehicle development or platform sharing,\" Ford said in an emailed statement to media.\nRivian, meanwhile, confirmed that it is a mutual decision to focus on each of their own projects and deliveries, given Ford has scaled its own EV strategy and demand for Rivian vehicles has grown.\n\"Our relationship with Ford is an important part of our journey, and Ford remains an investor and ally on our shared path to an electrified future\" a Rivian spokesperson said.\nRivian closed Friday's session up 4.23% at $128.60, while Ford closed down 0.87% at $19.39.","news_type":1,"symbols_score_info":{"RIVN":0.9,"F":0.9}},"isVote":1,"tweetType":1,"viewCount":363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872330564,"gmtCreate":1637417370748,"gmtModify":1637417370883,"author":{"id":"3585125163446793","authorId":"3585125163446793","name":"RobinChanKH","avatar":"https://static.tigerbbs.com/bf0ba843eca17a8812677bc4f2a46162","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585125163446793","idStr":"3585125163446793"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/872330564","repostId":"2184384295","repostType":4,"isVote":1,"tweetType":1,"viewCount":583,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}