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2021-12-03

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10 Biggest Price Target Changes For Friday<blockquote>周五 10 大价格目标变化</blockquote>

2021-11-30

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Stocks open lower as investors assess omicron concerns<blockquote>投资者评估奥密克戎担忧，股市开盘走低</blockquote>

2021-11-28

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2021-11-24

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2021-11-22

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2021-11-21

Hi [财迷] [财迷] [财迷] [财迷]

2021-11-21

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

2021-11-17

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2021-11-16

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2021-11-15

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2021-11-14

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

2021-11-12

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Nvidia shares fell nearly 2% in morning trading<blockquote>英伟达股价早盘下跌近 2%</blockquote>

2021-11-11

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2021-11-10

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2021-10-05

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2021-10-04

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2021-10-03

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Why Tesla's Q3 Numbers Are 'Eye Popping' and Hard to Poke Holes In<blockquote>为什么特斯拉第三季度的数据“令人瞠目结舌”且难以戳破</blockquote>

2021-10-02

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2021-10-02

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2021-09-30

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Morgan Stanley shares rose ","content":"<p><ul>  <li>Citigroup boosted the price target for&nbsp;<b>Morgan Stanley</b>&nbsp;from $105 to $115. Morgan Stanley shares rose 1.6% to $100.45 in pre-market trading.</li>  <li>Telsey Advisory Group boosted&nbsp;<b>Lululemon Athletica Inc.</b>&nbsp;price target from $485 to $515. Lululemon shares fell 0.3% to $449.42 in pre-market trading.</li>  <li>Keybanc cut&nbsp;<b>Sprout Social, Inc.</b>&nbsp;price target from $165 to $153. Sprout Social shares rose 1.5% to $103.97 in pre-market trading.</li>  <li>SVB Leerink lifted the price target on&nbsp;<b>Surgery Partners, Inc.</b>&nbsp;from $52 to $61. Surgery Partners shares climbed 8.9% to close at $46.11 on Thursday.</li>  <li>Piper Sandler cut the price target for&nbsp;<b>DocuSign, Inc.</b>&nbsp;from $330 to $200. DocuSign shares fell 32.3% to $158.25 in pre-market trading.</li>  <li>Raymond James lifted&nbsp;<b>Costco Wholesale Corporation</b>&nbsp;price target from $540 to $565. Costco shares rose 0.4% to $527.80 in pre-market trading.</li>  <li>Telsey Advisory Group raised the price target on&nbsp;<b>The Kroger Co.</b>&nbsp;from $45 to $47. Kroger shares rose 0.1% to $44.70 in pre-market trading.</li>  <li>Keybanc lowered&nbsp;<b>Ollie's Bargain Outlet Holdings, Inc.</b>&nbsp;price target from $95 to $83. Ollie's Bargain shares dipped 21.7% to $49.20 in pre-market trading.</li>  <li>UBS lifted&nbsp;<b>Marvell Technology, Inc.</b>&nbsp;price target from $87 to $95. Marvell Technology shares rose 21.9% to $86.55 pre-market trading.</li>  <li>Deutsche Bank raised the price target on&nbsp;<b>Ulta Beauty, Inc.</b>&nbsp;from $483 to $506. Ulta Beauty shares rose 5.6% to $405.24 in pre-market trading.</li> </ul></p><p><blockquote><ul><li>花旗集团上调目标价<b>摩根士丹利</b>从105美元到115美元。摩根士丹利股价在盘前交易中上涨 1.6%，至 100.45 美元。</li><li>Telsey Advisory Group 提振<b>露露柠檬体育公司。</b>目标价从485美元到515美元。Lululemon 股价在盘前交易中下跌 0.3%，至 449.42 美元。</li><li>Keybanc 切割<b>萌芽社会公司。</b>目标价从165美元到153美元。Sprout Social 股价在盘前交易中上涨 1.5%，至 103.97 美元。</li><li>SVB Leerink 上调目标价<b>手术伙伴公司。</b>从52美元到61美元。Surgery Partners 股价周四上涨 8.9%，收于 46.11 美元。</li><li>Piper Sandler 下调目标价<b>DocuSign公司。</b>从330美元到200美元。DocuSign 股价在盘前交易中下跌 32.3%，至 158.25 美元。</li><li>雷蒙德·詹姆斯举起<b>好市多批发公司</b>目标价从 540 美元到 565 美元。Costco 股价在盘前交易中上涨 0.4%，至 527.80 美元。</li><li>Telsey Advisory Group 上调目标价格<b>克罗格公司。</b>从45美元到47美元。克罗格股价在盘前交易中上涨 0.1%，至 44.70 美元。</li><li>Keybanc降低<b>奥利特价直销店控股公司。</b>目标价从95美元到83美元。Ollie's Bargain 股价在盘前交易中下跌 21.7%，至 49.20 美元。</li><li>瑞银解除<b>马维尔科技公司。</b>目标价从87美元到95美元。Marvell Technology 股价盘前交易上涨 21.9%，至 86.55 美元。</li><li>德意志银行上调目标价<b>乌尔塔美容公司。</b>从483美元到506美元。Ulta Beauty 股价在盘前交易中上涨 5.6%，至 405.24 美元。</li></ul></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>10 Biggest Price Target Changes For Friday<blockquote>周五 10 大价格目标变化</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\">\n10 Biggest Price Target Changes For Friday<blockquote>周五 10 大价格目标变化</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 Earnings </p>\n<p class=\"h-time smaller\">2021-12-03 20:28</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><ul>  <li>Citigroup boosted the price target for&nbsp;<b>Morgan Stanley</b>&nbsp;from $105 to $115. Morgan Stanley shares rose 1.6% to $100.45 in pre-market trading.</li>  <li>Telsey Advisory Group boosted&nbsp;<b>Lululemon Athletica Inc.</b>&nbsp;price target from $485 to $515. Lululemon shares fell 0.3% to $449.42 in pre-market trading.</li>  <li>Keybanc cut&nbsp;<b>Sprout Social, Inc.</b>&nbsp;price target from $165 to $153. Sprout Social shares rose 1.5% to $103.97 in pre-market trading.</li>  <li>SVB Leerink lifted the price target on&nbsp;<b>Surgery Partners, Inc.</b>&nbsp;from $52 to $61. Surgery Partners shares climbed 8.9% to close at $46.11 on Thursday.</li>  <li>Piper Sandler cut the price target for&nbsp;<b>DocuSign, Inc.</b>&nbsp;from $330 to $200. DocuSign shares fell 32.3% to $158.25 in pre-market trading.</li>  <li>Raymond James lifted&nbsp;<b>Costco Wholesale Corporation</b>&nbsp;price target from $540 to $565. Costco shares rose 0.4% to $527.80 in pre-market trading.</li>  <li>Telsey Advisory Group raised the price target on&nbsp;<b>The Kroger Co.</b>&nbsp;from $45 to $47. Kroger shares rose 0.1% to $44.70 in pre-market trading.</li>  <li>Keybanc lowered&nbsp;<b>Ollie's Bargain Outlet Holdings, Inc.</b>&nbsp;price target from $95 to $83. Ollie's Bargain shares dipped 21.7% to $49.20 in pre-market trading.</li>  <li>UBS lifted&nbsp;<b>Marvell Technology, Inc.</b>&nbsp;price target from $87 to $95. Marvell Technology shares rose 21.9% to $86.55 pre-market trading.</li>  <li>Deutsche Bank raised the price target on&nbsp;<b>Ulta Beauty, Inc.</b>&nbsp;from $483 to $506. Ulta Beauty shares rose 5.6% to $405.24 in pre-market trading.</li> </ul></p><p><blockquote><ul><li>花旗集团上调目标价<b>摩根士丹利</b>从105美元到115美元。摩根士丹利股价在盘前交易中上涨 1.6%，至 100.45 美元。</li><li>Telsey Advisory Group 提振<b>露露柠檬体育公司。</b>目标价从485美元到515美元。Lululemon 股价在盘前交易中下跌 0.3%，至 449.42 美元。</li><li>Keybanc 切割<b>萌芽社会公司。</b>目标价从165美元到153美元。Sprout Social 股价在盘前交易中上涨 1.5%，至 103.97 美元。</li><li>SVB Leerink 上调目标价<b>手术伙伴公司。</b>从52美元到61美元。Surgery Partners 股价周四上涨 8.9%，收于 46.11 美元。</li><li>Piper Sandler 下调目标价<b>DocuSign公司。</b>从330美元到200美元。DocuSign 股价在盘前交易中下跌 32.3%，至 158.25 美元。</li><li>雷蒙德·詹姆斯举起<b>好市多批发公司</b>目标价从 540 美元到 565 美元。Costco 股价在盘前交易中上涨 0.4%，至 527.80 美元。</li><li>Telsey Advisory Group 上调目标价格<b>克罗格公司。</b>从45美元到47美元。克罗格股价在盘前交易中上涨 0.1%，至 44.70 美元。</li><li>Keybanc降低<b>奥利特价直销店控股公司。</b>目标价从95美元到83美元。Ollie's Bargain 股价在盘前交易中下跌 21.7%，至 49.20 美元。</li><li>瑞银解除<b>马维尔科技公司。</b>目标价从87美元到95美元。Marvell Technology 股价盘前交易上涨 21.9%，至 86.55 美元。</li><li>德意志银行上调目标价<b>乌尔塔美容公司。</b>从483美元到506美元。Ulta Beauty 股价在盘前交易中上涨 5.6%，至 405.24 美元。</li></ul></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OLLI":"Ollie's Bargain Outlet Holdings, Inc.","SPT":"Sprout Social, Inc.","MRVL":"迈威尔科技","KR":"克罗格","SGRY":"Surgery Partners, Inc.","DOCU":"Docusign","ULTA":"Ulta美容","MS":"摩根士丹利","COST":"好市多","LULU":"lululemon athletica"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189148964","content_text":"Citigroup boosted the price target for Morgan Stanley from $105 to $115. Morgan Stanley shares rose 1.6% to $100.45 in pre-market trading.\nTelsey Advisory Group boosted Lululemon Athletica Inc. price target from $485 to $515. Lululemon shares fell 0.3% to $449.42 in pre-market trading.\nKeybanc cut Sprout Social, Inc. price target from $165 to $153. Sprout Social shares rose 1.5% to $103.97 in pre-market trading.\nSVB Leerink lifted the price target on Surgery Partners, Inc. from $52 to $61. Surgery Partners shares climbed 8.9% to close at $46.11 on Thursday.\nPiper Sandler cut the price target for DocuSign, Inc. from $330 to $200. DocuSign shares fell 32.3% to $158.25 in pre-market trading.\nRaymond James lifted Costco Wholesale Corporation price target from $540 to $565. Costco shares rose 0.4% to $527.80 in pre-market trading.\nTelsey Advisory Group raised the price target on The Kroger Co. from $45 to $47. Kroger shares rose 0.1% to $44.70 in pre-market trading.\nKeybanc lowered Ollie's Bargain Outlet Holdings, Inc. price target from $95 to $83. Ollie's Bargain shares dipped 21.7% to $49.20 in pre-market trading.\nUBS lifted Marvell Technology, Inc. price target from $87 to $95. Marvell Technology shares rose 21.9% to $86.55 pre-market trading.\nDeutsche Bank raised the price target on Ulta Beauty, Inc. from $483 to $506. Ulta Beauty shares rose 5.6% to $405.24 in pre-market trading.","news_type":1,"symbols_score_info":{"COST":0.9,"ULTA":0.9,"LULU":0.9,"DOCU":0.9,"KR":0.9,"MS":0.9,"OLLI":0.9,"SGRY":0.9,"SPT":0.9,"MRVL":0.9}},"isVote":1,"tweetType":1,"viewCount":3795,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609670516,"gmtCreate":1638283167602,"gmtModify":1638283167771,"author":{"id":"3585314341168228","authorId":"3585314341168228","name":"MariaRabing","avatar":"https://static.tigerbbs.com/b49340fbaa7c65c64d2fec9450c6dd36","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585314341168228","idStr":"3585314341168228"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609670516","repostId":"1167187587","repostType":4,"repost":{"id":"1167187587","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":1638282732,"share":"https://www.laohunote.com/m/news/1167187587?lang=zh_CN&edition=full","pubTime":"2021-11-30 22:32","market":"us","language":"en","title":"Stocks open lower as investors assess omicron concerns<blockquote>投资者评估奥密克戎担忧，股市开盘走低</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1167187587","media":"Tiger Newspress","summary":"Stocks tumbled on Tuesday, reversing Monday's rebound on Wall Street, as investors reassessed risks ","content":"<p>Stocks tumbled on Tuesday, reversing Monday's rebound on Wall Street, as investors reassessed risks associated with the new omicron Covid variant.</p><p><blockquote>随着投资者重新评估与新奥密克戎新冠病毒变种相关的风险，周二股市暴跌，扭转了华尔街周一的反弹势头。</blockquote></p><p> The Dow Jones Industrial Average dropped about 290 points, or 0.8%. The S&amp;P 500 shed 0.64%. The technology-heavy Nasdaq Composite shed about 0.4%. The small-cap benchmark Russell 2000 dropped 0.7%.</p><p><blockquote>道琼斯工业平均指数下跌约290点，跌幅0.8%。标普500下跌0.64%。以技术为主的纳斯达克综合指数下跌约 0.4%。小盘股基准罗素 2000 指数下跌 0.7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/078050fb74fa44676c309ee766ee815d\" tg-width=\"1080\" tg-height=\"472\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Tuesday's reversal came after&nbsp;Moderna&nbsp;CEO Stephane Bancel told the Financial Times that he&nbsp;expects existing vaccines to be less effective&nbsp;against the new variant. The CEO told the paper there could be a \"material drop\" in the current vaccines' effectiveness against this variant. Bancel told CNBC on Monday that it could take&nbsp;months to develop and ship an omicron-specific vaccine. Moderna was down nearly 4%.</p><p><blockquote>周二的逆转发生在 Moderna 首席执行官 Stephane Bancel 向英国《金融时报》表示，他预计现有疫苗对新变种的有效性较低之后。这位首席执行官告诉该报，当前疫苗对这种变种的有效性可能会出现“实质性下降”。班塞尔周一告诉 CNBC，开发和运送奥密克戎特异性疫苗可能需要几个月的时间。Moderna 下跌近 4%。</blockquote></p><p> Separately,Regeneron&nbsp;said its antibody treatment may have reduced effectiveness against omicron. Regeneron shares lost about 1%.</p><p><blockquote>另外， 再生元表示， 其抗体治疗可能降低了对抗奥密克戎病的有效性。再生元股价下跌约 1%。</blockquote></p><p> Travel shares, which led Friday's drop and then gained on Monday, were taking hits once again Tuesday.Expedia Group&nbsp;fell 2%,Norwegian Cruise Line Holdings&nbsp;and&nbsp;American Airlines&nbsp;&nbsp;shares&nbsp;tumbled about&nbsp;2%.</p><p><blockquote>周五领跌、周一上涨的旅游股周二再次受到冲击。 Expedia Group 下跌 2%，挪威邮轮控股公司和美国航空股价下跌约 2%。</blockquote></p><p> Bucking the broader market's trend, stay-at-home stock Netflix rose 1.4% and Tesla gained 1.5%.</p><p><blockquote>与大盘趋势相反，居家股票 Netflix 上涨 1.4%，特斯拉上涨 1.5%。</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>Stocks open lower as investors assess omicron concerns<blockquote>投资者评估奥密克戎担忧，股市开盘走低</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; 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\">\nStocks open lower as investors assess omicron concerns<blockquote>投资者评估奥密克戎担忧，股市开盘走低</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-11-30 22:32</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Stocks tumbled on Tuesday, reversing Monday's rebound on Wall Street, as investors reassessed risks associated with the new omicron Covid variant.</p><p><blockquote>随着投资者重新评估与新奥密克戎新冠病毒变种相关的风险，周二股市暴跌，扭转了华尔街周一的反弹势头。</blockquote></p><p> The Dow Jones Industrial Average dropped about 290 points, or 0.8%. The S&amp;P 500 shed 0.64%. The technology-heavy Nasdaq Composite shed about 0.4%. The small-cap benchmark Russell 2000 dropped 0.7%.</p><p><blockquote>道琼斯工业平均指数下跌约290点，跌幅0.8%。标普500下跌0.64%。以技术为主的纳斯达克综合指数下跌约 0.4%。小盘股基准罗素 2000 指数下跌 0.7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/078050fb74fa44676c309ee766ee815d\" tg-width=\"1080\" tg-height=\"472\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Tuesday's reversal came after&nbsp;Moderna&nbsp;CEO Stephane Bancel told the Financial Times that he&nbsp;expects existing vaccines to be less effective&nbsp;against the new variant. The CEO told the paper there could be a \"material drop\" in the current vaccines' effectiveness against this variant. Bancel told CNBC on Monday that it could take&nbsp;months to develop and ship an omicron-specific vaccine. Moderna was down nearly 4%.</p><p><blockquote>周二的逆转发生在 Moderna 首席执行官 Stephane Bancel 向英国《金融时报》表示，他预计现有疫苗对新变种的有效性较低之后。这位首席执行官告诉该报，当前疫苗对这种变种的有效性可能会出现“实质性下降”。班塞尔周一告诉 CNBC，开发和运送奥密克戎特异性疫苗可能需要几个月的时间。Moderna 下跌近 4%。</blockquote></p><p> Separately,Regeneron&nbsp;said its antibody treatment may have reduced effectiveness against omicron. Regeneron shares lost about 1%.</p><p><blockquote>另外， 再生元表示， 其抗体治疗可能降低了对抗奥密克戎病的有效性。再生元股价下跌约 1%。</blockquote></p><p> Travel shares, which led Friday's drop and then gained on Monday, were taking hits once again Tuesday.Expedia Group&nbsp;fell 2%,Norwegian Cruise Line Holdings&nbsp;and&nbsp;American Airlines&nbsp;&nbsp;shares&nbsp;tumbled about&nbsp;2%.</p><p><blockquote>周五领跌、周一上涨的旅游股周二再次受到冲击。 Expedia Group 下跌 2%，挪威邮轮控股公司和美国航空股价下跌约 2%。</blockquote></p><p> Bucking the broader market's trend, stay-at-home stock Netflix rose 1.4% and Tesla gained 1.5%.</p><p><blockquote>与大盘趋势相反，居家股票 Netflix 上涨 1.4%，特斯拉上涨 1.5%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167187587","content_text":"Stocks tumbled on Tuesday, reversing Monday's rebound on Wall Street, as investors reassessed risks associated with the new omicron Covid variant.\nThe Dow Jones Industrial Average dropped about 290 points, or 0.8%. The S&P 500 shed 0.64%. The technology-heavy Nasdaq Composite shed about 0.4%. The small-cap benchmark Russell 2000 dropped 0.7%.\n\nTuesday's reversal came after Moderna CEO Stephane Bancel told the Financial Times that he expects existing vaccines to be less effective against the new variant. The CEO told the paper there could be a \"material drop\" in the current vaccines' effectiveness against this variant. Bancel told CNBC on Monday that it could take months to develop and ship an omicron-specific vaccine. Moderna was down nearly 4%.\nSeparately,Regeneron said its antibody treatment may have reduced effectiveness against omicron. Regeneron shares lost about 1%.\nTravel shares, which led Friday's drop and then gained on Monday, were taking hits once again Tuesday.Expedia Group fell 2%,Norwegian Cruise Line Holdings and American Airlines  shares tumbled about 2%.\nBucking the broader market's trend, stay-at-home stock Netflix rose 1.4% and Tesla gained 1.5%.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":4460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600971660,"gmtCreate":1638061421736,"gmtModify":1638061421913,"author":{"id":"3585314341168228","authorId":"3585314341168228","name":"MariaRabing","avatar":"https://static.tigerbbs.com/b49340fbaa7c65c64d2fec9450c6dd36","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585314341168228","idStr":"3585314341168228"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/600971660","repostId":"2186286603","repostType":4,"isVote":1,"tweetType":1,"viewCount":2305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874631891,"gmtCreate":1637765246614,"gmtModify":1637765246776,"author":{"id":"3585314341168228","authorId":"3585314341168228","name":"MariaRabing","avatar":"https://static.tigerbbs.com/b49340fbaa7c65c64d2fec9450c6dd36","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585314341168228","idStr":"3585314341168228"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874631891","repostId":"1119170686","repostType":4,"isVote":1,"tweetType":1,"viewCount":3998,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875982649,"gmtCreate":1637594645735,"gmtModify":1637594645899,"author":{"id":"3585314341168228","authorId":"3585314341168228","name":"MariaRabing","avatar":"https://static.tigerbbs.com/b49340fbaa7c65c64d2fec9450c6dd36","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585314341168228","idStr":"3585314341168228"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875982649","repostId":"2185087223","repostType":4,"isVote":1,"tweetType":1,"viewCount":4173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872624657,"gmtCreate":1637510185367,"gmtModify":1637510185491,"author":{"id":"3585314341168228","authorId":"3585314341168228","name":"MariaRabing","avatar":"https://static.tigerbbs.com/b49340fbaa7c65c64d2fec9450c6dd36","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585314341168228","idStr":"3585314341168228"},"themes":[],"title":"","htmlText":"Hi&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","listText":"Hi&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","text":"Hi [财迷] [财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872624657","isVote":1,"tweetType":1,"viewCount":2250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872624028,"gmtCreate":1637510122354,"gmtModify":1637510122513,"author":{"id":"3585314341168228","authorId":"3585314341168228","name":"MariaRabing","avatar":"https://static.tigerbbs.com/b49340fbaa7c65c64d2fec9450c6dd36","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585314341168228","idStr":"3585314341168228"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872624028","repostId":"1156888846","repostType":4,"repost":{"id":"1156888846","kind":"news","pubTimestamp":1637465976,"share":"https://www.laohunote.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>福特为何终止与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，该公司完全搁置了与后者共同开发电动汽车的计划。发生了什么：当福特踩油门时……</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>福特为何终止与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>福特为何终止与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，该公司完全搁置了与后者共同开发电动汽车的计划。发生了什么：当福特踩油门时……</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":{"F":0.9,"RIVN":0.9}},"isVote":1,"tweetType":1,"viewCount":2241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878019749,"gmtCreate":1637122387638,"gmtModify":1637122388090,"author":{"id":"3585314341168228","authorId":"3585314341168228","name":"MariaRabing","avatar":"https://static.tigerbbs.com/b49340fbaa7c65c64d2fec9450c6dd36","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585314341168228","idStr":"3585314341168228"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/878019749","repostId":"2184881094","repostType":4,"isVote":1,"tweetType":1,"viewCount":4254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871974584,"gmtCreate":1637023043817,"gmtModify":1637023043970,"author":{"id":"3585314341168228","authorId":"3585314341168228","name":"MariaRabing","avatar":"https://static.tigerbbs.com/b49340fbaa7c65c64d2fec9450c6dd36","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585314341168228","idStr":"3585314341168228"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871974584","repostId":"2183282074","repostType":4,"isVote":1,"tweetType":1,"viewCount":4022,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873819539,"gmtCreate":1636913961259,"gmtModify":1636913961493,"author":{"id":"3585314341168228","authorId":"3585314341168228","name":"MariaRabing","avatar":"https://static.tigerbbs.com/b49340fbaa7c65c64d2fec9450c6dd36","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585314341168228","idStr":"3585314341168228"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/873819539","repostId":"1103944030","repostType":4,"isVote":1,"tweetType":1,"viewCount":4698,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873995990,"gmtCreate":1636819307636,"gmtModify":1636819307800,"author":{"id":"3585314341168228","authorId":"3585314341168228","name":"MariaRabing","avatar":"https://static.tigerbbs.com/b49340fbaa7c65c64d2fec9450c6dd36","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585314341168228","idStr":"3585314341168228"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/873995990","repostId":"1102251183","repostType":4,"repost":{"id":"1102251183","kind":"news","pubTimestamp":1636772424,"share":"https://www.laohunote.com/m/news/1102251183?lang=zh_CN&edition=full","pubTime":"2021-11-13 11:00","market":"us","language":"en","title":"Pfizer Shows Its R&D Is Strong. It’s a Good Sign for the Stock.<blockquote>辉瑞显示出其研发实力雄厚。这对该股来说是个好兆头。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1102251183","media":"Barrons","summary":"Pfizer’s chief scientific officer, Mikael Dolsten, sounded giddy when reached via telephone early Mo","content":"<p>Pfizer’s&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>周一清晨，通过电话联系到辉瑞公司的首席科学官米凯尔-多尔斯滕（Mikael Dolsten）时，他听起来头晕目眩。就在几天前，他的公司宣布其 Covid-19 抗病毒药物已将高危成年人的住院风险降低了 89%，这一消息震惊了市场。</blockquote></p><p> “It can’t be just a random thing, that you’re able to beat this type of world record and get a grand slam at the same time by chance,” Dolsten said, scrambling sports metaphors as he sought to illustrate the magnitude of Pfizer’s twin wins: the development of a stunningly effective Covid-19 vaccine in just 10 months, followed a year later by the development of a similarly stunning Covid-19 antiviral.</p><p><blockquote>“多尔斯滕说：”这不可能是一件偶然的事情，你能够打破这种世界纪录，同时获得大满贯。他在试图说明辉瑞公司双赢的重要性时，用了体育比喻： 仅用了 10 个月就研制出了一种非常有效的 Covid-19 疫苗，一年后又研制出了一种同样令人惊叹的 Covid-19 抗病毒药物。</blockquote></p><p> Two years ago, Pfizer (ticker: PFE) CEO Albert Bourla asked investors to take a big gamble on the research-and-development operation that Dolsten has rebuilt over the course of more than a decade. That bet is looking smarter than ever.</p><p><blockquote>两年前，辉瑞（股票代码：PFE）首席执行官阿尔伯特·布尔拉 (Albert Bourla) 要求投资者在多尔斯滕十多年来重建的研发业务上下大注。这个赌注看起来比以往任何时候都聪明。</blockquote></p><p> Bourla has gotten rid of Pfizer’s off-patent drugs division and the last of its consumer health products, leaving behind a pure-play biopharma company that will live or die on the strength of Dolsten’s science.</p><p><blockquote>Bourla 已经摆脱了辉瑞公司的非专利药物部门及其最后的消费者保健产品，留下了一家纯粹的生物制药公司，该公司将依靠多尔斯滕的科学力量生死存亡。</blockquote></p><p> In a cover story in November 2019, <i>Barron’s</i> argued that Bourla and Dolsten could pull it off.</p><p><blockquote>在 2019 年 11 月的封面故事中，<i>巴伦</i>认为Bourla和Dolsten能成功。</blockquote></p><p> The new antiviral data reaffirms the case for Pfizer that <i>Barron’s</i> made two years ago. Continuing to profit off the pandemic, however, brings new risks, as criticism grows over the global inequity in vaccine distribution. Low-income nations account for less than 1% of the more than seven billion doses administered worldwide. If distribution of Pfizer’s antiviral continues to favor wealthy nations, the company’s stock could ultimately suffer.</p><p><blockquote>新的抗病毒数据再次证实了辉瑞公司的观点：<i>巴伦</i>两年前做的。然而，随着对全球疫苗分配不平等的批评越来越多，继续从疫情中获利会带来新的风险。低收入国家在全球70多亿剂疫苗中所占比例不到1%。如果辉瑞公司抗病毒药物的分销继续有利于富裕国家，该公司的股票最终可能会受到影响。</blockquote></p><p> Pfizer’s shares surged 10.9% the day the data came out, their best daily showing in at least 20 years. Still, with the stock now changing hands at around $50, investors continue to undervalue the company. Investors are pricing Pfizer at 12 times next year’s expected earnings, cheaper than peers like&nbsp;Johnson &amp; Johnson&nbsp;(JNJ) and&nbsp;Eli Lilly&nbsp;(LLY).</p><p><blockquote>数据公布当天，辉瑞公司股价飙升 10.9%，创下至少 20 年来最佳单日表现。尽管如此，随着该股目前在 50 美元左右易手，投资者继续低估该公司的估值。投资者对辉瑞公司的定价是明年预期收益的 12 倍，低于强生公司（JNJ）和礼来公司（LLY）等同行。</blockquote></p><p> The Pfizer discount can be attributed to concerns over the patent cliff the drugmaker faces at the end of the decade. The company stands to lose exclusivity over a handful of drugs that bring in billions in annual revenue.</p><p><blockquote>辉瑞的折扣可归因于对该制药商在本世纪末面临的专利悬崖的担忧。该公司将失去少数几种每年带来数十亿美元收入的药物的独家经营权。</blockquote></p><p> The worries are legitimate, but Pfizer’s scientific coup should give investors confidence that the company’s science can carry it safely over that cliff. It may take time for the market to catch up, but for long-term investors, it’s a promising opportunity.</p><p><blockquote>这种担忧是合理的，但辉瑞公司的科学政变应该让投资者相信，该公司的科学能够安全地渡过悬崖。市场可能需要时间才能迎头赶上，但对于长期投资者来说，这是一个充满希望的机会。</blockquote></p><p> The success of the antiviral is the best illustration yet of Pfizer’s scientific prowess.</p><p><blockquote>抗病毒药物的成功是辉瑞公司科学实力的最好例证。</blockquote></p><p> While Pfizer’s Covid-19 vaccine came out of the labs of the German biotech&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>辉瑞公司的 Covid-19 疫苗来自德国生物技术公司 BioNTech (BNTX) 的实验室，而新型 Covid-19 抗病毒药物则是由多尔斯滕所说的辉瑞公司位于美国东北部的实验室科学家 “梦之队 ”研发出来的。</blockquote></p><p> In the earliest days of the pandemic, Pfizer split its efforts between its collaboration with BioNTech on the vaccine and its quest for a Covid-19 pill. The vaccine effort operated on a huge scale; Dolsten called it a “mega team” that spanned the Atlantic.</p><p><blockquote>在大流行的早期，辉瑞公司将精力分散在与 BioNTech 在疫苗方面的合作和对 Covid-19 药丸的追求上。疫苗工作规模巨大；多尔斯滕称之为横跨大西洋的 “巨型团队”。</blockquote></p><p> The antiviral project was a much smaller operation—a group of Pfizer experts operating with resources left over from the vaccine push.</p><p><blockquote>抗病毒项目是一个规模小得多的项目——一组辉瑞专家利用疫苗推广剩余的资源开展工作。</blockquote></p><p> “The small molecule was more like a nimble, laser-focused, high-end team, with rather moderate resources,” Dolsten said.</p><p><blockquote>“多尔斯滕说：”小分子更像是一个灵活、专注于激光的高端团队，资源相当适中。</blockquote></p><p> Dolsten gathered some of Pfizer’s most experienced scientists to work on the antiviral project, including its head of medicine design, Charlotte Allerton. The scientists started with work Pfizer had done years ago on a type of antiviral called a protease inhibitor.</p><p><blockquote>多尔斯滕召集了辉瑞公司一些最有经验的科学家参与抗病毒项目，其中包括辉瑞公司的药物设计主管夏洛特-阿勒顿（Charlotte Allerton）。科学家们从辉瑞公司几年前在一种叫做蛋白酶抑制剂的抗病毒药物上所做的工作开始。</blockquote></p><p> “[Pfizer’s] pharmaceutical R&amp;D is better than people had thought.”</p><p><blockquote>“辉瑞的药物研发比人们想象的要好。”</blockquote></p><p> The protease inhibitors in the Pfizer library, however, had been administered intravenously, and had not worked well when delivered orally. The team had to figure out how to adapt the drugs to oral administration, a substantial undertaking.</p><p><blockquote>然而，辉瑞文库中的蛋白酶抑制剂是静脉注射给药的，口服给药时效果不佳。该团队必须弄清楚如何使药物适应口服给药，这是一项艰巨的任务。</blockquote></p><p> “They had to really create a lot of new chemistry,” Dolsten said. The scientists created 600 compounds to nail down the right drug, a process that might normally take years, and which they accomplished in a matter of months. “Four years turned into four months here,” he said.</p><p><blockquote>“多尔斯滕说：”他们必须真正创造很多新的化学反应。科学家们创造了 600 种化合物来确定合适的药物，这一过程通常可能需要数年时间，但他们在几个月内就完成了。“他说：”四年在这里变成了四个月。</blockquote></p><p> Pfizer started testing the pill in humans in March. It is now running a number of Phase 2/3 trials of the drug, including one for patients who are high risk, one for patients not high risk, and one as a prophylaxis for patients who have been exposed to the virus but aren’t yet sick. In the first readout, the drug looked substantially more effective than the Covid treatment pill from&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丸。目前，该公司正在对该药物进行多项 2/3 期试验，包括一项针对高危患者的试验、一项针对非高危患者的试验以及一项针对接触过病毒但尚未患病的患者的预防措施。在第一次读数中，该药物看起来比默克公司 (MRK) 的 Covid 治疗药丸更有效。</blockquote></p><p> “It definitely helps prove the point that [Pfizer’s] pharmaceutical R&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 的分析师 Louise Chen 说：”这无疑有助于证明（辉瑞的）药品研发比人们想象的要好。</blockquote></p><p></p><p> Chen says that she doesn’t expect investors to come around to her way of thinking until there is more clarity on the durability of Covid-19 vaccine and pill sales, and the rest of the pipeline gets proved out.</p><p><blockquote>陈说，在 Covid-19 疫苗和药丸销售的耐久性得到更明确以及其余的管道得到证实之前，她预计投资者不会接受她的想法。</blockquote></p><p> “There is not one event that I think will trigger a re-rating of the stock at the next level,” she says. “Until those things play out, I don’t think that it necessarily will.”</p><p><blockquote>“她说：”我认为没有一个事件会引发该股的评级被重新评级到下一个级别。“在这些事情发生之前，我认为不一定会发生。”</blockquote></p><p> That makes a bet on Pfizer a long-term play. In the meantime, the experience of&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>这使得押注辉瑞成为一项长期战略。与此同时，Moderna (MRNA) 最近几周的经历凸显了疫苗制造商因疫苗分配不均而受到审查的可能性。</blockquote></p><p> Biden administration officials have been increasingly frustrated with Moderna, calling on the company to ramp up production so it can offer more doses at not-for-profit prices to low-income countries, with one top official calling on the company to “step up.”</p><p><blockquote>拜登政府官员对 Moderna 公司越来越不满，呼吁该公司提高产量，以便以非营利价格向低收入国家提供更多剂量，一位高级官员呼吁该公司 “加大力度”。</blockquote></p><p> Moderna shares are down more than 40% over the past three months.</p><p><blockquote>Moderna 股价在过去三个月中下跌了 40% 以上。</blockquote></p><p> As the pandemic persists, Pfizer risks eroding the enormous goodwill it earned roughly a year ago when it introduced its Covid-19 vaccine. Earlier this month, Pfizer CEO Bourla blamed low-income countries for unfair vaccine distribution, telling <i>Barron’s</i> that it was their fault for not placing orders. Pfizer has sold a billion vaccine doses to the U.S. at a not-for-profit price to donate to poor countries, and says that a total of at least two billion doses will be delivered to low- and middle-income nations by the end of next year.</p><p><blockquote>随着疫情的持续，辉瑞公司可能会侵蚀大约一年前推出 Covid-19 疫苗时获得的巨大商誉。本月早些时候，辉瑞公司首席执行官布尔拉将疫苗分配不公归咎于低收入国家，并表示<i>巴伦</i>不下单是他们的错。辉瑞公司以非营利价格向美国出售了10亿剂疫苗，用于捐赠给贫困国家，并表示到明年年底将总共至少向中低收入国家交付20亿剂疫苗。</blockquote></p><p> When it comes to antivirals, Pfizer has said only that it will offer tiered pricing for poorer nations, the same approach it has taken with its vaccine.</p><p><blockquote>当谈到抗病毒药物时，辉瑞只表示将为较贫穷的国家提供分层定价，这与它对疫苗采取的方法相同。</blockquote></p><p> That contrasts sharply with Merck’s plan to make its own Covid-19 pill available to poor countries. Merck has signed a deal with a United Nations-backed group that will allow its pill to be licensed globally, with no royalties paid to Merck.</p><p><blockquote>这与默克公司向贫困国家提供自己的 Covid-19 药丸的计划形成了鲜明对比。默克公司已与一个联合国支持的组织签署了一项协议，该协议将允许其药丸在全球获得许可，而默克公司无需支付版税。</blockquote></p><p> Dolsten said that Pfizer is looking into licensing its pill under a similar mechanism as Merck’s. “We will look at those options,” he said. “By no means have we said we would do something different. We just want to make sure whoever will be involved gets the advice and skill to do this.”</p><p><blockquote>多尔斯滕说，辉瑞公司正在考虑按照与默克公司类似的机制对其药片进行许可。“他说：”我们将研究这些方案。“我们绝不是说我们会做一些不同的事情。我们只是想确保无论谁参与其中，都能获得建议和技能。”</blockquote></p><p> Such a step couldn’t come soon enough. Late last month, activists protested outside Bourla’s home, calling on Pfizer to share its vaccine manufacturing technology and to fill orders from low-income countries ahead of those from wealthy countries.</p><p><blockquote>这样的举措来得还不够快。上月底，活动人士在布尔拉家门外举行抗议活动，呼吁辉瑞公司分享其疫苗生产技术，并在富裕国家之前完成低收入国家的订单。</blockquote></p><p> An aggressive plan to share its antiviral would help stave off such criticism, keeping Pfizer in the relative good graces of Washington and allowing its impressive science to continue to drive the stock higher.</p><p><blockquote>分享其抗病毒药物的积极计划将有助于避免此类批评，使辉瑞保持相对良好的华盛顿青睐，并使其令人印象深刻的科学继续推高股价。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pfizer Shows Its R&D Is Strong. It’s a Good Sign for the Stock.<blockquote>辉瑞显示出其研发实力雄厚。这对该股来说是个好兆头。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPfizer Shows Its R&D Is Strong. It’s a Good Sign for the Stock.<blockquote>辉瑞显示出其研发实力雄厚。这对该股来说是个好兆头。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-11-13 11:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Pfizer’s&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>周一清晨，通过电话联系到辉瑞公司的首席科学官米凯尔-多尔斯滕（Mikael Dolsten）时，他听起来头晕目眩。就在几天前，他的公司宣布其 Covid-19 抗病毒药物已将高危成年人的住院风险降低了 89%，这一消息震惊了市场。</blockquote></p><p> “It can’t be just a random thing, that you’re able to beat this type of world record and get a grand slam at the same time by chance,” Dolsten said, scrambling sports metaphors as he sought to illustrate the magnitude of Pfizer’s twin wins: the development of a stunningly effective Covid-19 vaccine in just 10 months, followed a year later by the development of a similarly stunning Covid-19 antiviral.</p><p><blockquote>“多尔斯滕说：”这不可能是一件偶然的事情，你能够打破这种世界纪录，同时获得大满贯。他在试图说明辉瑞公司双赢的重要性时，用了体育比喻： 仅用了 10 个月就研制出了一种非常有效的 Covid-19 疫苗，一年后又研制出了一种同样令人惊叹的 Covid-19 抗病毒药物。</blockquote></p><p> Two years ago, Pfizer (ticker: PFE) CEO Albert Bourla asked investors to take a big gamble on the research-and-development operation that Dolsten has rebuilt over the course of more than a decade. That bet is looking smarter than ever.</p><p><blockquote>两年前，辉瑞（股票代码：PFE）首席执行官阿尔伯特·布尔拉 (Albert Bourla) 要求投资者在多尔斯滕十多年来重建的研发业务上下大注。这个赌注看起来比以往任何时候都聪明。</blockquote></p><p> Bourla has gotten rid of Pfizer’s off-patent drugs division and the last of its consumer health products, leaving behind a pure-play biopharma company that will live or die on the strength of Dolsten’s science.</p><p><blockquote>Bourla 已经摆脱了辉瑞公司的非专利药物部门及其最后的消费者保健产品，留下了一家纯粹的生物制药公司，该公司将依靠多尔斯滕的科学力量生死存亡。</blockquote></p><p> In a cover story in November 2019, <i>Barron’s</i> argued that Bourla and Dolsten could pull it off.</p><p><blockquote>在 2019 年 11 月的封面故事中，<i>巴伦</i>认为Bourla和Dolsten能成功。</blockquote></p><p> The new antiviral data reaffirms the case for Pfizer that <i>Barron’s</i> made two years ago. Continuing to profit off the pandemic, however, brings new risks, as criticism grows over the global inequity in vaccine distribution. Low-income nations account for less than 1% of the more than seven billion doses administered worldwide. If distribution of Pfizer’s antiviral continues to favor wealthy nations, the company’s stock could ultimately suffer.</p><p><blockquote>新的抗病毒数据再次证实了辉瑞公司的观点：<i>巴伦</i>两年前做的。然而，随着对全球疫苗分配不平等的批评越来越多，继续从疫情中获利会带来新的风险。低收入国家在全球70多亿剂疫苗中所占比例不到1%。如果辉瑞公司抗病毒药物的分销继续有利于富裕国家，该公司的股票最终可能会受到影响。</blockquote></p><p> Pfizer’s shares surged 10.9% the day the data came out, their best daily showing in at least 20 years. Still, with the stock now changing hands at around $50, investors continue to undervalue the company. Investors are pricing Pfizer at 12 times next year’s expected earnings, cheaper than peers like&nbsp;Johnson &amp; Johnson&nbsp;(JNJ) and&nbsp;Eli Lilly&nbsp;(LLY).</p><p><blockquote>数据公布当天，辉瑞公司股价飙升 10.9%，创下至少 20 年来最佳单日表现。尽管如此，随着该股目前在 50 美元左右易手，投资者继续低估该公司的估值。投资者对辉瑞公司的定价是明年预期收益的 12 倍，低于强生公司（JNJ）和礼来公司（LLY）等同行。</blockquote></p><p> The Pfizer discount can be attributed to concerns over the patent cliff the drugmaker faces at the end of the decade. The company stands to lose exclusivity over a handful of drugs that bring in billions in annual revenue.</p><p><blockquote>辉瑞的折扣可归因于对该制药商在本世纪末面临的专利悬崖的担忧。该公司将失去少数几种每年带来数十亿美元收入的药物的独家经营权。</blockquote></p><p> The worries are legitimate, but Pfizer’s scientific coup should give investors confidence that the company’s science can carry it safely over that cliff. It may take time for the market to catch up, but for long-term investors, it’s a promising opportunity.</p><p><blockquote>这种担忧是合理的，但辉瑞公司的科学政变应该让投资者相信，该公司的科学能够安全地渡过悬崖。市场可能需要时间才能迎头赶上，但对于长期投资者来说，这是一个充满希望的机会。</blockquote></p><p> The success of the antiviral is the best illustration yet of Pfizer’s scientific prowess.</p><p><blockquote>抗病毒药物的成功是辉瑞公司科学实力的最好例证。</blockquote></p><p> While Pfizer’s Covid-19 vaccine came out of the labs of the German biotech&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>辉瑞公司的 Covid-19 疫苗来自德国生物技术公司 BioNTech (BNTX) 的实验室，而新型 Covid-19 抗病毒药物则是由多尔斯滕所说的辉瑞公司位于美国东北部的实验室科学家 “梦之队 ”研发出来的。</blockquote></p><p> In the earliest days of the pandemic, Pfizer split its efforts between its collaboration with BioNTech on the vaccine and its quest for a Covid-19 pill. The vaccine effort operated on a huge scale; Dolsten called it a “mega team” that spanned the Atlantic.</p><p><blockquote>在大流行的早期，辉瑞公司将精力分散在与 BioNTech 在疫苗方面的合作和对 Covid-19 药丸的追求上。疫苗工作规模巨大；多尔斯滕称之为横跨大西洋的 “巨型团队”。</blockquote></p><p> The antiviral project was a much smaller operation—a group of Pfizer experts operating with resources left over from the vaccine push.</p><p><blockquote>抗病毒项目是一个规模小得多的项目——一组辉瑞专家利用疫苗推广剩余的资源开展工作。</blockquote></p><p> “The small molecule was more like a nimble, laser-focused, high-end team, with rather moderate resources,” Dolsten said.</p><p><blockquote>“多尔斯滕说：”小分子更像是一个灵活、专注于激光的高端团队，资源相当适中。</blockquote></p><p> Dolsten gathered some of Pfizer’s most experienced scientists to work on the antiviral project, including its head of medicine design, Charlotte Allerton. The scientists started with work Pfizer had done years ago on a type of antiviral called a protease inhibitor.</p><p><blockquote>多尔斯滕召集了辉瑞公司一些最有经验的科学家参与抗病毒项目，其中包括辉瑞公司的药物设计主管夏洛特-阿勒顿（Charlotte Allerton）。科学家们从辉瑞公司几年前在一种叫做蛋白酶抑制剂的抗病毒药物上所做的工作开始。</blockquote></p><p> “[Pfizer’s] pharmaceutical R&amp;D is better than people had thought.”</p><p><blockquote>“辉瑞的药物研发比人们想象的要好。”</blockquote></p><p> The protease inhibitors in the Pfizer library, however, had been administered intravenously, and had not worked well when delivered orally. The team had to figure out how to adapt the drugs to oral administration, a substantial undertaking.</p><p><blockquote>然而，辉瑞文库中的蛋白酶抑制剂是静脉注射给药的，口服给药时效果不佳。该团队必须弄清楚如何使药物适应口服给药，这是一项艰巨的任务。</blockquote></p><p> “They had to really create a lot of new chemistry,” Dolsten said. The scientists created 600 compounds to nail down the right drug, a process that might normally take years, and which they accomplished in a matter of months. “Four years turned into four months here,” he said.</p><p><blockquote>“多尔斯滕说：”他们必须真正创造很多新的化学反应。科学家们创造了 600 种化合物来确定合适的药物，这一过程通常可能需要数年时间，但他们在几个月内就完成了。“他说：”四年在这里变成了四个月。</blockquote></p><p> Pfizer started testing the pill in humans in March. It is now running a number of Phase 2/3 trials of the drug, including one for patients who are high risk, one for patients not high risk, and one as a prophylaxis for patients who have been exposed to the virus but aren’t yet sick. In the first readout, the drug looked substantially more effective than the Covid treatment pill from&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丸。目前，该公司正在对该药物进行多项 2/3 期试验，包括一项针对高危患者的试验、一项针对非高危患者的试验以及一项针对接触过病毒但尚未患病的患者的预防措施。在第一次读数中，该药物看起来比默克公司 (MRK) 的 Covid 治疗药丸更有效。</blockquote></p><p> “It definitely helps prove the point that [Pfizer’s] pharmaceutical R&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 的分析师 Louise Chen 说：”这无疑有助于证明（辉瑞的）药品研发比人们想象的要好。</blockquote></p><p></p><p> Chen says that she doesn’t expect investors to come around to her way of thinking until there is more clarity on the durability of Covid-19 vaccine and pill sales, and the rest of the pipeline gets proved out.</p><p><blockquote>陈说，在 Covid-19 疫苗和药丸销售的耐久性得到更明确以及其余的管道得到证实之前，她预计投资者不会接受她的想法。</blockquote></p><p> “There is not one event that I think will trigger a re-rating of the stock at the next level,” she says. “Until those things play out, I don’t think that it necessarily will.”</p><p><blockquote>“她说：”我认为没有一个事件会引发该股的评级被重新评级到下一个级别。“在这些事情发生之前，我认为不一定会发生。”</blockquote></p><p> That makes a bet on Pfizer a long-term play. In the meantime, the experience of&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>这使得押注辉瑞成为一项长期战略。与此同时，Moderna (MRNA) 最近几周的经历凸显了疫苗制造商因疫苗分配不均而受到审查的可能性。</blockquote></p><p> Biden administration officials have been increasingly frustrated with Moderna, calling on the company to ramp up production so it can offer more doses at not-for-profit prices to low-income countries, with one top official calling on the company to “step up.”</p><p><blockquote>拜登政府官员对 Moderna 公司越来越不满，呼吁该公司提高产量，以便以非营利价格向低收入国家提供更多剂量，一位高级官员呼吁该公司 “加大力度”。</blockquote></p><p> Moderna shares are down more than 40% over the past three months.</p><p><blockquote>Moderna 股价在过去三个月中下跌了 40% 以上。</blockquote></p><p> As the pandemic persists, Pfizer risks eroding the enormous goodwill it earned roughly a year ago when it introduced its Covid-19 vaccine. Earlier this month, Pfizer CEO Bourla blamed low-income countries for unfair vaccine distribution, telling <i>Barron’s</i> that it was their fault for not placing orders. Pfizer has sold a billion vaccine doses to the U.S. at a not-for-profit price to donate to poor countries, and says that a total of at least two billion doses will be delivered to low- and middle-income nations by the end of next year.</p><p><blockquote>随着疫情的持续，辉瑞公司可能会侵蚀大约一年前推出 Covid-19 疫苗时获得的巨大商誉。本月早些时候，辉瑞公司首席执行官布尔拉将疫苗分配不公归咎于低收入国家，并表示<i>巴伦</i>不下单是他们的错。辉瑞公司以非营利价格向美国出售了10亿剂疫苗，用于捐赠给贫困国家，并表示到明年年底将总共至少向中低收入国家交付20亿剂疫苗。</blockquote></p><p> When it comes to antivirals, Pfizer has said only that it will offer tiered pricing for poorer nations, the same approach it has taken with its vaccine.</p><p><blockquote>当谈到抗病毒药物时，辉瑞只表示将为较贫穷的国家提供分层定价，这与它对疫苗采取的方法相同。</blockquote></p><p> That contrasts sharply with Merck’s plan to make its own Covid-19 pill available to poor countries. Merck has signed a deal with a United Nations-backed group that will allow its pill to be licensed globally, with no royalties paid to Merck.</p><p><blockquote>这与默克公司向贫困国家提供自己的 Covid-19 药丸的计划形成了鲜明对比。默克公司已与一个联合国支持的组织签署了一项协议，该协议将允许其药丸在全球获得许可，而默克公司无需支付版税。</blockquote></p><p> Dolsten said that Pfizer is looking into licensing its pill under a similar mechanism as Merck’s. “We will look at those options,” he said. “By no means have we said we would do something different. We just want to make sure whoever will be involved gets the advice and skill to do this.”</p><p><blockquote>多尔斯滕说，辉瑞公司正在考虑按照与默克公司类似的机制对其药片进行许可。“他说：”我们将研究这些方案。“我们绝不是说我们会做一些不同的事情。我们只是想确保无论谁参与其中，都能获得建议和技能。”</blockquote></p><p> Such a step couldn’t come soon enough. Late last month, activists protested outside Bourla’s home, calling on Pfizer to share its vaccine manufacturing technology and to fill orders from low-income countries ahead of those from wealthy countries.</p><p><blockquote>这样的举措来得还不够快。上月底，活动人士在布尔拉家门外举行抗议活动，呼吁辉瑞公司分享其疫苗生产技术，并在富裕国家之前完成低收入国家的订单。</blockquote></p><p> An aggressive plan to share its antiviral would help stave off such criticism, keeping Pfizer in the relative good graces of Washington and allowing its impressive science to continue to drive the stock higher.</p><p><blockquote>分享其抗病毒药物的积极计划将有助于避免此类批评，使辉瑞保持相对良好的华盛顿青睐，并使其令人印象深刻的科学继续推高股价。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/buy-pfizer-stock-covid-19-51636674652?mod=hp_LEAD_1\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞"},"source_url":"https://www.barrons.com/articles/buy-pfizer-stock-covid-19-51636674652?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102251183","content_text":"Pfizer’s chief scientific officer, Mikael Dolsten, sounded giddy when reached via telephone early Monday morning. It was just days after his company knocked the socks off the market with the news that its Covid-19 antiviral had cut the risk of hospitalization by 89% in high-risk adults.\n“It can’t be just a random thing, that you’re able to beat this type of world record and get a grand slam at the same time by chance,” Dolsten said, scrambling sports metaphors as he sought to illustrate the magnitude of Pfizer’s twin wins: the development of a stunningly effective Covid-19 vaccine in just 10 months, followed a year later by the development of a similarly stunning Covid-19 antiviral.\nTwo years ago, Pfizer (ticker: PFE) CEO Albert Bourla asked investors to take a big gamble on the research-and-development operation that Dolsten has rebuilt over the course of more than a decade. That bet is looking smarter than ever.\nBourla has gotten rid of Pfizer’s off-patent drugs division and the last of its consumer health products, leaving behind a pure-play biopharma company that will live or die on the strength of Dolsten’s science.\nIn a cover story in November 2019, Barron’s argued that Bourla and Dolsten could pull it off.\nThe new antiviral data reaffirms the case for Pfizer that Barron’s made two years ago. Continuing to profit off the pandemic, however, brings new risks, as criticism grows over the global inequity in vaccine distribution. Low-income nations account for less than 1% of the more than seven billion doses administered worldwide. If distribution of Pfizer’s antiviral continues to favor wealthy nations, the company’s stock could ultimately suffer.\nPfizer’s shares surged 10.9% the day the data came out, their best daily showing in at least 20 years. Still, with the stock now changing hands at around $50, investors continue to undervalue the company. Investors are pricing Pfizer at 12 times next year’s expected earnings, cheaper than peers like Johnson & Johnson (JNJ) and Eli Lilly (LLY).\nThe Pfizer discount can be attributed to concerns over the patent cliff the drugmaker faces at the end of the decade. The company stands to lose exclusivity over a handful of drugs that bring in billions in annual revenue.\nThe worries are legitimate, but Pfizer’s scientific coup should give investors confidence that the company’s science can carry it safely over that cliff. It may take time for the market to catch up, but for long-term investors, it’s a promising opportunity.\nThe success of the antiviral is the best illustration yet of Pfizer’s scientific prowess.\nWhile Pfizer’s Covid-19 vaccine came out of the labs of the German biotech BioNTech (BNTX), the new Covid-19 antiviral was whipped up by what Dolsten called a “dream team” of scientists at Pfizer’s own labs across the Northeast U.S.\nIn the earliest days of the pandemic, Pfizer split its efforts between its collaboration with BioNTech on the vaccine and its quest for a Covid-19 pill. The vaccine effort operated on a huge scale; Dolsten called it a “mega team” that spanned the Atlantic.\nThe antiviral project was a much smaller operation—a group of Pfizer experts operating with resources left over from the vaccine push.\n“The small molecule was more like a nimble, laser-focused, high-end team, with rather moderate resources,” Dolsten said.\nDolsten gathered some of Pfizer’s most experienced scientists to work on the antiviral project, including its head of medicine design, Charlotte Allerton. The scientists started with work Pfizer had done years ago on a type of antiviral called a protease inhibitor.\n“[Pfizer’s] pharmaceutical R&D is better than people had thought.”\nThe protease inhibitors in the Pfizer library, however, had been administered intravenously, and had not worked well when delivered orally. The team had to figure out how to adapt the drugs to oral administration, a substantial undertaking.\n“They had to really create a lot of new chemistry,” Dolsten said. The scientists created 600 compounds to nail down the right drug, a process that might normally take years, and which they accomplished in a matter of months. “Four years turned into four months here,” he said.\nPfizer started testing the pill in humans in March. It is now running a number of Phase 2/3 trials of the drug, including one for patients who are high risk, one for patients not high risk, and one as a prophylaxis for patients who have been exposed to the virus but aren’t yet sick. In the first readout, the drug looked substantially more effective than the Covid treatment pill from Merck (MRK).\n“It definitely helps prove the point that [Pfizer’s] pharmaceutical R&D is better than people had thought,” says Louise Chen, an analyst at Cantor Fitzgerald, who has an Overweight rating and a $61 price target on the stock.\nChen says that she doesn’t expect investors to come around to her way of thinking until there is more clarity on the durability of Covid-19 vaccine and pill sales, and the rest of the pipeline gets proved out.\n“There is not one event that I think will trigger a re-rating of the stock at the next level,” she says. “Until those things play out, I don’t think that it necessarily will.”\nThat makes a bet on Pfizer a long-term play. In the meantime, the experience of Moderna (MRNA) in recent weeks is highlighting the potential for the vaccine makers to come under scrutiny over unequal distribution of vaccines.\nBiden administration officials have been increasingly frustrated with Moderna, calling on the company to ramp up production so it can offer more doses at not-for-profit prices to low-income countries, with one top official calling on the company to “step up.”\nModerna shares are down more than 40% over the past three months.\nAs the pandemic persists, Pfizer risks eroding the enormous goodwill it earned roughly a year ago when it introduced its Covid-19 vaccine. Earlier this month, Pfizer CEO Bourla blamed low-income countries for unfair vaccine distribution, telling Barron’s that it was their fault for not placing orders. Pfizer has sold a billion vaccine doses to the U.S. at a not-for-profit price to donate to poor countries, and says that a total of at least two billion doses will be delivered to low- and middle-income nations by the end of next year.\nWhen it comes to antivirals, Pfizer has said only that it will offer tiered pricing for poorer nations, the same approach it has taken with its vaccine.\nThat contrasts sharply with Merck’s plan to make its own Covid-19 pill available to poor countries. Merck has signed a deal with a United Nations-backed group that will allow its pill to be licensed globally, with no royalties paid to Merck.\nDolsten said that Pfizer is looking into licensing its pill under a similar mechanism as Merck’s. “We will look at those options,” he said. “By no means have we said we would do something different. We just want to make sure whoever will be involved gets the advice and skill to do this.”\nSuch a step couldn’t come soon enough. Late last month, activists protested outside Bourla’s home, calling on Pfizer to share its vaccine manufacturing technology and to fill orders from low-income countries ahead of those from wealthy countries.\nAn aggressive plan to share its antiviral would help stave off such criticism, keeping Pfizer in the relative good graces of Washington and allowing its impressive science to continue to drive the stock higher.","news_type":1,"symbols_score_info":{"PFE":0.9}},"isVote":1,"tweetType":1,"viewCount":1157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879590995,"gmtCreate":1636732799685,"gmtModify":1636732799844,"author":{"id":"3585314341168228","authorId":"3585314341168228","name":"MariaRabing","avatar":"https://static.tigerbbs.com/b49340fbaa7c65c64d2fec9450c6dd36","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585314341168228","idStr":"3585314341168228"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879590995","repostId":"1139324750","repostType":4,"repost":{"id":"1139324750","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":1636729318,"share":"https://www.laohunote.com/m/news/1139324750?lang=zh_CN&edition=full","pubTime":"2021-11-12 23:01","market":"us","language":"en","title":"Nvidia shares fell nearly 2% in morning trading<blockquote>英伟达股价早盘下跌近 2%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1139324750","media":"Tiger Newspress","summary":"Nvidia shares fell nearly 2% in morning trading.Wedbush analyst Matt Bryson downgraded NVIDIA Corp t","content":"<p>Nvidia&nbsp;shares&nbsp;fell&nbsp;nearly&nbsp;2%&nbsp;in&nbsp;morning&nbsp;trading.<img src=\"https://static.tigerbbs.com/11eee16e740f662501f2bc3de305f18c\" tg-width=\"871\" tg-height=\"618\" width=\"100%\" height=\"auto\"><b>Wedbush</b>&nbsp;analyst Matt Bryson downgraded&nbsp;<b>NVIDIA Corp</b>&nbsp;to Neutral from&nbsp;Outperform with a price target of $300, up from $220.</p><p><blockquote>英伟达股价在早盘交易中下跌近2%。<b>韦德布什</b>分析师马特·布赖森下调评级<b>英伟达公司</b>从跑赢大盘调至中性，目标价从 220 美元上调至 300 美元。</blockquote></p><p> The analyst cites valuation for the downgrade, with the shares trading at 55 times his 2024 numbers.</p><p><blockquote>这位分析师引用了下调评级的估值，股价是他 2024 年数据的 55 倍。</blockquote></p><p> He would have to lift the multiple to 67x to justify Outperform, suggesting Nvidia valued at ~7X its stated 2024 TAM and ~25X sales. Conversely, he would have to double his sales growth assumptions (from ~20% to ~40%) over the next couple of years to continue to use a 40X multiple to value Nvidia.</p><p><blockquote>他必须将市盈率提高到 67 倍才能证明跑赢大盘的合理性，这表明 Nvidia 的估值约为其 2024 年 TAM 的 7 倍，销售额约为 25 倍。相反，他必须在未来几年将销售增长假设翻一番（从约 20% 增加到约 40%），才能继续使用 40 倍的倍数来估值 Nvidia。</blockquote></p><p> However, Bryson believes the combination of \"unprecedented demand\" for both data center and client offerings will allow Nvidia to exceed expectations again next week when its reports.</p><p><blockquote>然而，布赖森认为，数据中心和客户端产品的“前所未有的需求”将使英伟达在下周发布报告时再次超出预期。</blockquote></p><p> Nvidia's continued work in building out its AI software will further solidify its AI leadership.</p><p><blockquote>英伟达在构建人工智能软件方面的持续工作将进一步巩固其人工智能领先地位。</blockquote></p><p> Client GPUs have again become difficult to source, helped by a combination of solid gaming demand and crypto mining requirements.</p><p><blockquote>在稳定的游戏需求和加密挖掘要求的结合下，客户端GPU再次变得难以获得。</blockquote></p><p> New opportunities, particularly the Metaverse and its graphics-intensive requirements, have started to realize the increased investment.</p><p><blockquote>新的机遇，特别是元宇宙及其图形密集型需求，已经开始实现投资的增加。</blockquote></p><p> He sees no \"negative catalyst\" for the stock and improving fundamentals for Nvidia but downgrades the shares on valuation.</p><p><blockquote>他认为该股没有“负面催化剂”，英伟达的基本面也在改善，但下调了该股的估值。</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>Nvidia shares fell nearly 2% in morning trading<blockquote>英伟达股价早盘下跌近 2%</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\">\nNvidia shares fell nearly 2% in morning trading<blockquote>英伟达股价早盘下跌近 2%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-11-12 23:01</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Nvidia&nbsp;shares&nbsp;fell&nbsp;nearly&nbsp;2%&nbsp;in&nbsp;morning&nbsp;trading.<img src=\"https://static.tigerbbs.com/11eee16e740f662501f2bc3de305f18c\" tg-width=\"871\" tg-height=\"618\" width=\"100%\" height=\"auto\"><b>Wedbush</b>&nbsp;analyst Matt Bryson downgraded&nbsp;<b>NVIDIA Corp</b>&nbsp;to Neutral from&nbsp;Outperform with a price target of $300, up from $220.</p><p><blockquote>英伟达股价在早盘交易中下跌近2%。<b>韦德布什</b>分析师马特·布赖森下调评级<b>英伟达公司</b>从跑赢大盘调至中性，目标价从 220 美元上调至 300 美元。</blockquote></p><p> The analyst cites valuation for the downgrade, with the shares trading at 55 times his 2024 numbers.</p><p><blockquote>这位分析师引用了下调评级的估值，股价是他 2024 年数据的 55 倍。</blockquote></p><p> He would have to lift the multiple to 67x to justify Outperform, suggesting Nvidia valued at ~7X its stated 2024 TAM and ~25X sales. Conversely, he would have to double his sales growth assumptions (from ~20% to ~40%) over the next couple of years to continue to use a 40X multiple to value Nvidia.</p><p><blockquote>他必须将市盈率提高到 67 倍才能证明跑赢大盘的合理性，这表明 Nvidia 的估值约为其 2024 年 TAM 的 7 倍，销售额约为 25 倍。相反，他必须在未来几年将销售增长假设翻一番（从约 20% 增加到约 40%），才能继续使用 40 倍的倍数来估值 Nvidia。</blockquote></p><p> However, Bryson believes the combination of \"unprecedented demand\" for both data center and client offerings will allow Nvidia to exceed expectations again next week when its reports.</p><p><blockquote>然而，布赖森认为，数据中心和客户端产品的“前所未有的需求”将使英伟达在下周发布报告时再次超出预期。</blockquote></p><p> Nvidia's continued work in building out its AI software will further solidify its AI leadership.</p><p><blockquote>英伟达在构建人工智能软件方面的持续工作将进一步巩固其人工智能领先地位。</blockquote></p><p> Client GPUs have again become difficult to source, helped by a combination of solid gaming demand and crypto mining requirements.</p><p><blockquote>在稳定的游戏需求和加密挖掘要求的结合下，客户端GPU再次变得难以获得。</blockquote></p><p> New opportunities, particularly the Metaverse and its graphics-intensive requirements, have started to realize the increased investment.</p><p><blockquote>新的机遇，特别是元宇宙及其图形密集型需求，已经开始实现投资的增加。</blockquote></p><p> He sees no \"negative catalyst\" for the stock and improving fundamentals for Nvidia but downgrades the shares on valuation.</p><p><blockquote>他认为该股没有“负面催化剂”，英伟达的基本面也在改善，但下调了该股的估值。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139324750","content_text":"Nvidia shares fell nearly 2% in morning trading.Wedbush analyst Matt Bryson downgraded NVIDIA Corp to Neutral from Outperform with a price target of $300, up from $220.\nThe analyst cites valuation for the downgrade, with the shares trading at 55 times his 2024 numbers.\nHe would have to lift the multiple to 67x to justify Outperform, suggesting Nvidia valued at ~7X its stated 2024 TAM and ~25X sales. Conversely, he would have to double his sales growth assumptions (from ~20% to ~40%) over the next couple of years to continue to use a 40X multiple to value Nvidia.\nHowever, Bryson believes the combination of \"unprecedented demand\" for both data center and client offerings will allow Nvidia to exceed expectations again next week when its reports.\nNvidia's continued work in building out its AI software will further solidify its AI leadership.\nClient GPUs have again become difficult to source, helped by a combination of solid gaming demand and crypto mining requirements.\nNew opportunities, particularly the Metaverse and its graphics-intensive requirements, have started to realize the increased investment.\nHe sees no \"negative catalyst\" for the stock and improving fundamentals for Nvidia but downgrades the shares on valuation.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":673,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":870795467,"gmtCreate":1636645626067,"gmtModify":1636645827942,"author":{"id":"3585314341168228","authorId":"3585314341168228","name":"MariaRabing","avatar":"https://static.tigerbbs.com/b49340fbaa7c65c64d2fec9450c6dd36","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585314341168228","idStr":"3585314341168228"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/870795467","repostId":"1138997737","repostType":4,"isVote":1,"tweetType":1,"viewCount":1011,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":870087694,"gmtCreate":1636558711712,"gmtModify":1636559121704,"author":{"id":"3585314341168228","authorId":"3585314341168228","name":"MariaRabing","avatar":"https://static.tigerbbs.com/b49340fbaa7c65c64d2fec9450c6dd36","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585314341168228","idStr":"3585314341168228"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/870087694","repostId":"1149227057","repostType":4,"isVote":1,"tweetType":1,"viewCount":878,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":820823495,"gmtCreate":1633382958992,"gmtModify":1633382959565,"author":{"id":"3585314341168228","authorId":"3585314341168228","name":"MariaRabing","avatar":"https://static.tigerbbs.com/b49340fbaa7c65c64d2fec9450c6dd36","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585314341168228","idStr":"3585314341168228"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/820823495","repostId":"1192356894","repostType":4,"isVote":1,"tweetType":1,"viewCount":822,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":820147427,"gmtCreate":1633361982203,"gmtModify":1633361982672,"author":{"id":"3585314341168228","authorId":"3585314341168228","name":"MariaRabing","avatar":"https://static.tigerbbs.com/b49340fbaa7c65c64d2fec9450c6dd36","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585314341168228","idStr":"3585314341168228"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/820147427","repostId":"1192356894","repostType":4,"isVote":1,"tweetType":1,"viewCount":1039,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":867826512,"gmtCreate":1633239485258,"gmtModify":1633239485635,"author":{"id":"3585314341168228","authorId":"3585314341168228","name":"MariaRabing","avatar":"https://static.tigerbbs.com/b49340fbaa7c65c64d2fec9450c6dd36","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585314341168228","idStr":"3585314341168228"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/867826512","repostId":"1195986801","repostType":4,"repost":{"id":"1195986801","kind":"news","pubTimestamp":1633237941,"share":"https://www.laohunote.com/m/news/1195986801?lang=zh_CN&edition=full","pubTime":"2021-10-03 13:12","market":"us","language":"en","title":"Why Tesla's Q3 Numbers Are 'Eye Popping' and Hard to Poke Holes In<blockquote>为什么特斯拉第三季度的数据“令人瞠目结舌”且难以戳破</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1195986801","media":"Benzinga","summary":"Tesla, Inc. reported Saturday record quarterly deliveries despite the surrounding turbulence. An analyst at Wedbush Securities sees the performance as \"massive.\". The Tesla Analyst:Daniel Ives maintained an Outperform rating and $1,000 price target for Tesla shares.The Tesla Thesis:Tesla's third-quarter deliveries of 241,000 beat even the bull-case whisper number on the Street, analyst Ives said in a note. The strength, the analyst said, was driven byrobust Model 3/Y salesof 232, 000.Total produ","content":"<p><div> Tesla, Inc. reported Saturday record quarterly deliveries despite the surrounding turbulence. An analyst at Wedbush Securities sees the performance as \"massive.\" The Tesla Analyst:Daniel Ives ...</p><p><blockquote><div>尽管周围动荡，特斯拉公司周六公布的季度交付量仍创下历史新高。Wedbush Securities 的一位分析师认为这一业绩“巨大”。特斯拉分析师：Daniel Ives...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/21/10/23207870/why-teslas-q3-numbers-are-eye-popping-and-hard-to-poke-holes-in\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/21/10/23207870/why-teslas-q3-numbers-are-eye-popping-and-hard-to-poke-holes-in\">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 Tesla's Q3 Numbers Are 'Eye Popping' and Hard to Poke Holes In<blockquote>为什么特斯拉第三季度的数据“令人瞠目结舌”且难以戳破</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 Tesla's Q3 Numbers Are 'Eye Popping' and Hard to Poke Holes In<blockquote>为什么特斯拉第三季度的数据“令人瞠目结舌”且难以戳破</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-10-03 13:12</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Tesla, Inc. reported Saturday record quarterly deliveries despite the surrounding turbulence. An analyst at Wedbush Securities sees the performance as \"massive.\" The Tesla Analyst:Daniel Ives ...</p><p><blockquote><div>尽管周围动荡，特斯拉公司周六公布的季度交付量仍创下历史新高。Wedbush Securities 的一位分析师认为这一业绩“巨大”。特斯拉分析师：Daniel Ives...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/21/10/23207870/why-teslas-q3-numbers-are-eye-popping-and-hard-to-poke-holes-in\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/21/10/23207870/why-teslas-q3-numbers-are-eye-popping-and-hard-to-poke-holes-in\">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/analyst-ratings/analyst-color/21/10/23207870/why-teslas-q3-numbers-are-eye-popping-and-hard-to-poke-holes-in\">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":{"TSLA":"特斯拉"},"source_url":"https://www.benzinga.com/analyst-ratings/analyst-color/21/10/23207870/why-teslas-q3-numbers-are-eye-popping-and-hard-to-poke-holes-in","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195986801","content_text":"Tesla, Inc. reported Saturday record quarterly deliveries despite the surrounding turbulence. An analyst at Wedbush Securities sees the performance as \"massive.\"\nThe Tesla Analyst:Daniel Ives maintained an Outperform rating and $1,000 price target for Tesla shares.\nThe Tesla Thesis:Tesla's third-quarter deliveries of 241,000 beat even the bull-case whisper number on the Street, analyst Ives said in a note. The strength, the analyst said, was driven byrobust Model 3/Y salesof 232, 000.\nTotal production in the quarter was 238,000, about 10,000 ahead of Wedbush's and Street estimates, the analyst said.\n\"Taking a step back, with the chip shortage a major overhang on the auto space and logistical issues globally, these delivery numbers were \"eye-popping\" and speak to an EV demand trajectory that looks quite robust for Tesla heading into 4Q and 2022,\" Ives wrote in the note.\nWedbush's estimate of 150,000 deliveries for September, according to the analyst, is a clear indicator of the green tidal wave taking hold for Tesla across the board. China demand may have rebounded in the quarter and will be a focus for the bulls digesting these results, he added.\n\"In a nutshell, these numbers are hard to poke holes in and will be a major feather in the cap for the bulls on Monday morning and should improve broader sentiment on the EV space as a whole,\" Wedbush said.\nTesla Price Action:Tesla shares closed Friday's session down 0.03% at $775.22 and were down an incremental 0.03% in after-hours trading.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":775,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864470631,"gmtCreate":1633142744847,"gmtModify":1633142745280,"author":{"id":"3585314341168228","authorId":"3585314341168228","name":"MariaRabing","avatar":"https://static.tigerbbs.com/b49340fbaa7c65c64d2fec9450c6dd36","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585314341168228","idStr":"3585314341168228"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/864470631","repostId":"2172696913","repostType":4,"isVote":1,"tweetType":1,"viewCount":576,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864225671,"gmtCreate":1633112697169,"gmtModify":1633112710689,"author":{"id":"3585314341168228","authorId":"3585314341168228","name":"MariaRabing","avatar":"https://static.tigerbbs.com/b49340fbaa7c65c64d2fec9450c6dd36","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585314341168228","idStr":"3585314341168228"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/864225671","repostId":"2172963995","repostType":4,"isVote":1,"tweetType":1,"viewCount":739,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":865811176,"gmtCreate":1632966756401,"gmtModify":1632966756851,"author":{"id":"3585314341168228","authorId":"3585314341168228","name":"MariaRabing","avatar":"https://static.tigerbbs.com/b49340fbaa7c65c64d2fec9450c6dd36","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585314341168228","idStr":"3585314341168228"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865811176","repostId":"1104172212","repostType":4,"isVote":1,"tweetType":1,"viewCount":1311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":180813067,"gmtCreate":1623197972259,"gmtModify":1634035970055,"author":{"id":"3585314341168228","authorId":"3585314341168228","name":"MariaRabing","avatar":"https://static.tigerbbs.com/b49340fbaa7c65c64d2fec9450c6dd36","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585314341168228","idStr":"3585314341168228"},"themes":[],"title":"","htmlText":"Pls like and comment ty","listText":"Pls like and comment ty","text":"Pls like and comment ty","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/180813067","repostId":"1128909306","repostType":4,"repost":{"id":"1128909306","kind":"news","pubTimestamp":1623193560,"share":"https://www.laohunote.com/m/news/1128909306?lang=zh_CN&edition=full","pubTime":"2021-06-09 07:06","market":"us","language":"en","title":"S&P 500 closes little changed as \"meme stocks\" extend rally<blockquote>“模因股票”延续涨势，标普500收盘变化不大</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1128909306","media":"reuters","summary":"NEW YORK (Reuters) - Wall Street stocks struggled to eke out closing gains on Tuesday as a lack of c","content":"<p>NEW YORK (Reuters) - Wall Street stocks struggled to eke out closing gains on Tuesday as a lack of clear market catalysts kept institutional investors on the sidelines, while retail traders fueled the ongoing meme stocks rally.</p><p><blockquote>纽约（路透社） - 华尔街股市周二难以维持收盘涨幅，因为缺乏明确的市场催化剂使机构投资者观望，而散户交易员则推动了模因股的持续上涨。</blockquote></p><p>All three major U.S. stock indexes ended the range-bound session near flat or higher, with the S&amp;P 500 and the Dow closing within about 0.5% of record highs.</p><p><blockquote>美国三大股指均以接近持平或更高的区间收盘，标普500和道琼斯工业平均指数收盘较历史高点约0.5%。</blockquote></p><p>The tech-laded Nasdaq Composite fared best, with Amazon.com Inc and Apple Inc providing the biggest boost.</p><p><blockquote>科技含量最高的纳斯达克综合指数表现最好，亚马逊和苹果提供了最大的提振。</blockquote></p><p>“We’re waiting for inflation numbers, waiting for more from the (Federal Reserve), waiting for earnings season,” said Paul Nolte, portfolio manager at Kingsview Asset Management in Chicago. “There’s not a lot motivating the market today.”</p><p><blockquote>“芝加哥 Kingsview Asset Management 投资组合经理保罗-诺尔特（Paul Nolte）说：”我们在等待通胀数据，等待（美联储）的更多数据，等待财报季。“目前市场没有太多动力”。</blockquote></p><p>“We’re in this twilight zone until probably right after the Fourth of July, when we see earnings season kick in,” Nolte added.</p><p><blockquote>“诺尔特补充说：”我们将处于这种阴暗地带，直到国庆节刚过，我们才会看到财报季的到来。</blockquote></p><p>The CBOE volatility index, a measure of investor anxiety, touched its lowest level in over a year.</p><p><blockquote>衡量投资者焦虑程度的芝加哥期权交易所波动率指数触及一年多来的最低水平。</blockquote></p><p>Smallcaps, once again buoyed by the ongoing meme stock retail frenzy, were outperforming their larger counterparts.</p><p><blockquote>小盘股再次受到持续的模因股票零售狂潮的提振，其表现优于大型同行。</blockquote></p><p>Clover Health Investments seized top billing among meme stocks, surging 85.8%, the biggest percentage winner in the Nasdaq.</p><p><blockquote>Clover Health Investments 在 meme 股票中名列前茅，飙升 85.8%，是纳斯达克最大的百分比赢家。</blockquote></p><p>Other stocks whose recent explosive trading volumes have been attributed to social media buzz, including GameStop Corp, Bed Bath &amp; Beyond Inc, Workhorse Group and others, ended the session between 7% and 12% higher.</p><p><blockquote>其他近期交易量爆炸性的股票，包括游戏驿站公司、Bed Bath &amp; Beyond Inc、Workhorse Group 等，收盘上涨 7% 至 12%。</blockquote></p><p>“(Meme stocks) are where the action is, but you flip it over and look crypto and that’s a mess,” Nolte said. “Now the meme stocks are taking over from crypto as the place to be and it’s all a consequence of very easy monetary policy.”</p><p><blockquote>“诺尔特说：”（备忘录股票）是活跃的地方，但你把它翻过来，看看加密货币，那就一团糟了。“现在，迷因股正在取代加密货币成为主流，这一切都是非常宽松的货币政策的结果。”</blockquote></p><p>Reports from the U.S. Labor Department and National Federation of Independent Business appeared to confirm a labor shortage even as demand roars back to life, which could put upward pressure on wages, a precursor to wider inflation.</p><p><blockquote>美国劳工部和全国独立企业联合会的报告似乎证实了劳动力短缺，尽管需求正在复苏，这可能会给工资带来上行压力，这是更广泛通胀的前兆。</blockquote></p><p>Market participants look to Thursday’s consumer price index data for further clues regarding inflation, and how it could influence the Federal Reserve’s timetable for tightening its monetary policy.</p><p><blockquote>市场参与者期待着周四的消费者价格指数数据，以获取有关通胀的进一步线索，以及它将如何影响美联储收紧货币政策的时间表。</blockquote></p><p>The Dow Jones Industrial Average fell 30.42 points, or 0.09%, to 34,599.82; the S&amp;P 500 gained 0.74 points, or 0.02%, at 4,227.26; and the Nasdaq Composite added 43.19 points, or 0.31%, at 13,924.91.</p><p><blockquote>道琼斯工业平均指数下跌30.42点，跌幅0.09%，报34,599.82点；标普500上涨 0.74 点，或 0.02%，至 4,227.26 点；纳斯达克综合指数上涨 43.19 点，即 0.31%，至 13,924.91 点。</blockquote></p><p>Of the 11 major sectors in the S&amp;P 500, consumer discretionary enjoyed the biggest percentage gain, and utilities suffered the largest loss.</p><p><blockquote>在标普500的11个主要行业中，非必需消费品的百分比涨幅最大，公用事业的跌幅最大。</blockquote></p><p>Sales of Tesla Inc’s China-made electric cars jumped in May by 29%, marking a 177% year-on-year increase, according to the China Passenger Car Association. The stock erased initial gains on the news to close down 0.3%.</p><p><blockquote>根据中国乘用车联会的数据，特斯拉公司5月份中国产电动汽车的销量猛增29%，同比增长177%。消息传出后，该股抹去了最初的涨幅，收盘下跌 0.3%。</blockquote></p><p>Boeing Co shares were boosted by Southwest Airlines’ announcement that it had ordered 34 new 737 MAX aircraft, but the planemaker’s shares pared gains to end the session flat.</p><p><blockquote>西南航空公司宣布订购了 34 架新的 737 MAX 飞机，提振了波音公司的股价，但该飞机制造商的股价收盘持平。</blockquote></p><p>GameStop, the company most closely associated with the Reddit-driven short squeeze phenomenon, is expected to report quarterly results after markets close on Wednesday.</p><p><blockquote>游戏驿站是与 Reddit 驱动的空头挤压现象关系密切的公司，预计将在周三收盘后公布季度业绩。</blockquote></p><p>Advancing issues outnumbered decliners on the NYSE by a 1.74-to-1 ratio; on Nasdaq, a 1.66-to-1 ratio favored advancers.</p><p><blockquote>纽约证券交易所上涨股票的数量比下跌股票的数量多 1.74 比 1；在纳斯达克，1.66比1的比率有利于进步人士。</blockquote></p><p>The S&amp;P 500 posted 54 new 52-week highs and one new low; the Nasdaq Composite recorded 172 new highs and 16 new lows.</p><p><blockquote>标普500创下54个52周新高和一个新低；纳斯达克综合指数创下172个新高和16个新低。</blockquote></p><p>Volume on U.S. exchanges was 11.82 billion shares, compared with the 10.75 billion average over the last 20 trading days.</p><p><blockquote>美国交易所的成交量为 118.2 亿股，而过去 20 个交易日的平均成交量为 107.5 亿股。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P 500 closes little changed as \"meme stocks\" extend rally<blockquote>“模因股票”延续涨势，标普500收盘变化不大</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">reuters</strong><span class=\"h-time small\">2021-06-09 07:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p>NEW YORK (Reuters) - Wall Street stocks struggled to eke out closing gains on Tuesday as a lack of clear market catalysts kept institutional investors on the sidelines, while retail traders fueled the ongoing meme stocks rally.</p><p><blockquote>纽约（路透社） - 华尔街股市周二难以维持收盘涨幅，因为缺乏明确的市场催化剂使机构投资者观望，而散户交易员则推动了模因股的持续上涨。</blockquote></p><p>All three major U.S. stock indexes ended the range-bound session near flat or higher, with the S&amp;P 500 and the Dow closing within about 0.5% of record highs.</p><p><blockquote>美国三大股指均以接近持平或更高的区间收盘，标普500和道琼斯工业平均指数收盘较历史高点约0.5%。</blockquote></p><p>The tech-laded Nasdaq Composite fared best, with Amazon.com Inc and Apple Inc providing the biggest boost.</p><p><blockquote>科技含量最高的纳斯达克综合指数表现最好，亚马逊和苹果提供了最大的提振。</blockquote></p><p>“We’re waiting for inflation numbers, waiting for more from the (Federal Reserve), waiting for earnings season,” said Paul Nolte, portfolio manager at Kingsview Asset Management in Chicago. “There’s not a lot motivating the market today.”</p><p><blockquote>“芝加哥 Kingsview Asset Management 投资组合经理保罗-诺尔特（Paul Nolte）说：”我们在等待通胀数据，等待（美联储）的更多数据，等待财报季。“目前市场没有太多动力”。</blockquote></p><p>“We’re in this twilight zone until probably right after the Fourth of July, when we see earnings season kick in,” Nolte added.</p><p><blockquote>“诺尔特补充说：”我们将处于这种阴暗地带，直到国庆节刚过，我们才会看到财报季的到来。</blockquote></p><p>The CBOE volatility index, a measure of investor anxiety, touched its lowest level in over a year.</p><p><blockquote>衡量投资者焦虑程度的芝加哥期权交易所波动率指数触及一年多来的最低水平。</blockquote></p><p>Smallcaps, once again buoyed by the ongoing meme stock retail frenzy, were outperforming their larger counterparts.</p><p><blockquote>小盘股再次受到持续的模因股票零售狂潮的提振，其表现优于大型同行。</blockquote></p><p>Clover Health Investments seized top billing among meme stocks, surging 85.8%, the biggest percentage winner in the Nasdaq.</p><p><blockquote>Clover Health Investments 在 meme 股票中名列前茅，飙升 85.8%，是纳斯达克最大的百分比赢家。</blockquote></p><p>Other stocks whose recent explosive trading volumes have been attributed to social media buzz, including GameStop Corp, Bed Bath &amp; Beyond Inc, Workhorse Group and others, ended the session between 7% and 12% higher.</p><p><blockquote>其他近期交易量爆炸性的股票，包括游戏驿站公司、Bed Bath &amp; Beyond Inc、Workhorse Group 等，收盘上涨 7% 至 12%。</blockquote></p><p>“(Meme stocks) are where the action is, but you flip it over and look crypto and that’s a mess,” Nolte said. “Now the meme stocks are taking over from crypto as the place to be and it’s all a consequence of very easy monetary policy.”</p><p><blockquote>“诺尔特说：”（备忘录股票）是活跃的地方，但你把它翻过来，看看加密货币，那就一团糟了。“现在，迷因股正在取代加密货币成为主流，这一切都是非常宽松的货币政策的结果。”</blockquote></p><p>Reports from the U.S. Labor Department and National Federation of Independent Business appeared to confirm a labor shortage even as demand roars back to life, which could put upward pressure on wages, a precursor to wider inflation.</p><p><blockquote>美国劳工部和全国独立企业联合会的报告似乎证实了劳动力短缺，尽管需求正在复苏，这可能会给工资带来上行压力，这是更广泛通胀的前兆。</blockquote></p><p>Market participants look to Thursday’s consumer price index data for further clues regarding inflation, and how it could influence the Federal Reserve’s timetable for tightening its monetary policy.</p><p><blockquote>市场参与者期待着周四的消费者价格指数数据，以获取有关通胀的进一步线索，以及它将如何影响美联储收紧货币政策的时间表。</blockquote></p><p>The Dow Jones Industrial Average fell 30.42 points, or 0.09%, to 34,599.82; the S&amp;P 500 gained 0.74 points, or 0.02%, at 4,227.26; and the Nasdaq Composite added 43.19 points, or 0.31%, at 13,924.91.</p><p><blockquote>道琼斯工业平均指数下跌30.42点，跌幅0.09%，报34,599.82点；标普500上涨 0.74 点，或 0.02%，至 4,227.26 点；纳斯达克综合指数上涨 43.19 点，即 0.31%，至 13,924.91 点。</blockquote></p><p>Of the 11 major sectors in the S&amp;P 500, consumer discretionary enjoyed the biggest percentage gain, and utilities suffered the largest loss.</p><p><blockquote>在标普500的11个主要行业中，非必需消费品的百分比涨幅最大，公用事业的跌幅最大。</blockquote></p><p>Sales of Tesla Inc’s China-made electric cars jumped in May by 29%, marking a 177% year-on-year increase, according to the China Passenger Car Association. The stock erased initial gains on the news to close down 0.3%.</p><p><blockquote>根据中国乘用车联会的数据，特斯拉公司5月份中国产电动汽车的销量猛增29%，同比增长177%。消息传出后，该股抹去了最初的涨幅，收盘下跌 0.3%。</blockquote></p><p>Boeing Co shares were boosted by Southwest Airlines’ announcement that it had ordered 34 new 737 MAX aircraft, but the planemaker’s shares pared gains to end the session flat.</p><p><blockquote>西南航空公司宣布订购了 34 架新的 737 MAX 飞机，提振了波音公司的股价，但该飞机制造商的股价收盘持平。</blockquote></p><p>GameStop, the company most closely associated with the Reddit-driven short squeeze phenomenon, is expected to report quarterly results after markets close on Wednesday.</p><p><blockquote>游戏驿站是与 Reddit 驱动的空头挤压现象关系密切的公司，预计将在周三收盘后公布季度业绩。</blockquote></p><p>Advancing issues outnumbered decliners on the NYSE by a 1.74-to-1 ratio; on Nasdaq, a 1.66-to-1 ratio favored advancers.</p><p><blockquote>纽约证券交易所上涨股票的数量比下跌股票的数量多 1.74 比 1；在纳斯达克，1.66比1的比率有利于进步人士。</blockquote></p><p>The S&amp;P 500 posted 54 new 52-week highs and one new low; the Nasdaq Composite recorded 172 new highs and 16 new lows.</p><p><blockquote>标普500创下54个52周新高和一个新低；纳斯达克综合指数创下172个新高和16个新低。</blockquote></p><p>Volume on U.S. exchanges was 11.82 billion shares, compared with the 10.75 billion average over the last 20 trading days.</p><p><blockquote>美国交易所的成交量为 118.2 亿股，而过去 20 个交易日的平均成交量为 107.5 亿股。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-closes-little-changed-as-meme-stocks-extend-rally-idUSL2N2NQ2NX\">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":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","CLOV":"Clover Health Corp",".DJI":"道琼斯"},"source_url":"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-closes-little-changed-as-meme-stocks-extend-rally-idUSL2N2NQ2NX","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128909306","content_text":"NEW YORK (Reuters) - Wall Street stocks struggled to eke out closing gains on Tuesday as a lack of clear market catalysts kept institutional investors on the sidelines, while retail traders fueled the ongoing meme stocks rally.All three major U.S. stock indexes ended the range-bound session near flat or higher, with the S&P 500 and the Dow closing within about 0.5% of record highs.The tech-laded Nasdaq Composite fared best, with Amazon.com Inc and Apple Inc providing the biggest boost.“We’re waiting for inflation numbers, waiting for more from the (Federal Reserve), waiting for earnings season,” said Paul Nolte, portfolio manager at Kingsview Asset Management in Chicago. “There’s not a lot motivating the market today.”“We’re in this twilight zone until probably right after the Fourth of July, when we see earnings season kick in,” Nolte added.The CBOE volatility index, a measure of investor anxiety, touched its lowest level in over a year.Smallcaps, once again buoyed by the ongoing meme stock retail frenzy, were outperforming their larger counterparts.Clover Health Investments seized top billing among meme stocks, surging 85.8%, the biggest percentage winner in the Nasdaq.Other stocks whose recent explosive trading volumes have been attributed to social media buzz, including GameStop Corp, Bed Bath & Beyond Inc, Workhorse Group and others, ended the session between 7% and 12% higher.“(Meme stocks) are where the action is, but you flip it over and look crypto and that’s a mess,” Nolte said. “Now the meme stocks are taking over from crypto as the place to be and it’s all a consequence of very easy monetary policy.”Reports from the U.S. Labor Department and National Federation of Independent Business appeared to confirm a labor shortage even as demand roars back to life, which could put upward pressure on wages, a precursor to wider inflation.Market participants look to Thursday’s consumer price index data for further clues regarding inflation, and how it could influence the Federal Reserve’s timetable for tightening its monetary policy.The Dow Jones Industrial Average fell 30.42 points, or 0.09%, to 34,599.82; the S&P 500 gained 0.74 points, or 0.02%, at 4,227.26; and the Nasdaq Composite added 43.19 points, or 0.31%, at 13,924.91.Of the 11 major sectors in the S&P 500, consumer discretionary enjoyed the biggest percentage gain, and utilities suffered the largest loss.Sales of Tesla Inc’s China-made electric cars jumped in May by 29%, marking a 177% year-on-year increase, according to the China Passenger Car Association. The stock erased initial gains on the news to close down 0.3%.Boeing Co shares were boosted by Southwest Airlines’ announcement that it had ordered 34 new 737 MAX aircraft, but the planemaker’s shares pared gains to end the session flat.GameStop, the company most closely associated with the Reddit-driven short squeeze phenomenon, is expected to report quarterly results after markets close on Wednesday.Advancing issues outnumbered decliners on the NYSE by a 1.74-to-1 ratio; on Nasdaq, a 1.66-to-1 ratio favored advancers.The S&P 500 posted 54 new 52-week highs and one new low; the Nasdaq Composite recorded 172 new highs and 16 new lows.Volume on U.S. exchanges was 11.82 billion shares, compared with the 10.75 billion average over the last 20 trading days.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,"CLOV":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186131019,"gmtCreate":1623477362131,"gmtModify":1634032578843,"author":{"id":"3585314341168228","authorId":"3585314341168228","name":"MariaRabing","avatar":"https://static.tigerbbs.com/b49340fbaa7c65c64d2fec9450c6dd36","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585314341168228","idStr":"3585314341168228"},"themes":[],"title":"","htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/186131019","repostId":"2142204074","repostType":4,"isVote":1,"tweetType":1,"viewCount":729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":114911670,"gmtCreate":1623041708990,"gmtModify":1634095925027,"author":{"id":"3585314341168228","authorId":"3585314341168228","name":"MariaRabing","avatar":"https://static.tigerbbs.com/b49340fbaa7c65c64d2fec9450c6dd36","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585314341168228","idStr":"3585314341168228"},"themes":[],"title":"","htmlText":"Pls comment and like ty","listText":"Pls comment and like ty","text":"Pls comment and like 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13:12","market":"us","language":"en","title":"Why Tesla's Q3 Numbers Are 'Eye Popping' and Hard to Poke Holes In<blockquote>为什么特斯拉第三季度的数据“令人瞠目结舌”且难以戳破</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1195986801","media":"Benzinga","summary":"Tesla, Inc. reported Saturday record quarterly deliveries despite the surrounding turbulence. An analyst at Wedbush Securities sees the performance as \"massive.\". The Tesla Analyst:Daniel Ives maintained an Outperform rating and $1,000 price target for Tesla shares.The Tesla Thesis:Tesla's third-quarter deliveries of 241,000 beat even the bull-case whisper number on the Street, analyst Ives said in a note. The strength, the analyst said, was driven byrobust Model 3/Y salesof 232, 000.Total produ","content":"<p><div> Tesla, Inc. reported Saturday record quarterly deliveries despite the surrounding turbulence. An analyst at Wedbush Securities sees the performance as \"massive.\" The Tesla Analyst:Daniel Ives ...</p><p><blockquote><div>尽管周围动荡，特斯拉公司周六公布的季度交付量仍创下历史新高。Wedbush Securities 的一位分析师认为这一业绩“巨大”。特斯拉分析师：Daniel Ives...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/21/10/23207870/why-teslas-q3-numbers-are-eye-popping-and-hard-to-poke-holes-in\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/21/10/23207870/why-teslas-q3-numbers-are-eye-popping-and-hard-to-poke-holes-in\">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 Tesla's Q3 Numbers Are 'Eye Popping' and Hard to Poke Holes In<blockquote>为什么特斯拉第三季度的数据“令人瞠目结舌”且难以戳破</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 Tesla's Q3 Numbers Are 'Eye Popping' and Hard to Poke Holes In<blockquote>为什么特斯拉第三季度的数据“令人瞠目结舌”且难以戳破</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-10-03 13:12</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Tesla, Inc. reported Saturday record quarterly deliveries despite the surrounding turbulence. An analyst at Wedbush Securities sees the performance as \"massive.\" The Tesla Analyst:Daniel Ives ...</p><p><blockquote><div>尽管周围动荡，特斯拉公司周六公布的季度交付量仍创下历史新高。Wedbush Securities 的一位分析师认为这一业绩“巨大”。特斯拉分析师：Daniel Ives...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/21/10/23207870/why-teslas-q3-numbers-are-eye-popping-and-hard-to-poke-holes-in\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/21/10/23207870/why-teslas-q3-numbers-are-eye-popping-and-hard-to-poke-holes-in\">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/analyst-ratings/analyst-color/21/10/23207870/why-teslas-q3-numbers-are-eye-popping-and-hard-to-poke-holes-in\">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":{"TSLA":"特斯拉"},"source_url":"https://www.benzinga.com/analyst-ratings/analyst-color/21/10/23207870/why-teslas-q3-numbers-are-eye-popping-and-hard-to-poke-holes-in","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195986801","content_text":"Tesla, Inc. reported Saturday record quarterly deliveries despite the surrounding turbulence. An analyst at Wedbush Securities sees the performance as \"massive.\"\nThe Tesla Analyst:Daniel Ives maintained an Outperform rating and $1,000 price target for Tesla shares.\nThe Tesla Thesis:Tesla's third-quarter deliveries of 241,000 beat even the bull-case whisper number on the Street, analyst Ives said in a note. The strength, the analyst said, was driven byrobust Model 3/Y salesof 232, 000.\nTotal production in the quarter was 238,000, about 10,000 ahead of Wedbush's and Street estimates, the analyst said.\n\"Taking a step back, with the chip shortage a major overhang on the auto space and logistical issues globally, these delivery numbers were \"eye-popping\" and speak to an EV demand trajectory that looks quite robust for Tesla heading into 4Q and 2022,\" Ives wrote in the note.\nWedbush's estimate of 150,000 deliveries for September, according to the analyst, is a clear indicator of the green tidal wave taking hold for Tesla across the board. China demand may have rebounded in the quarter and will be a focus for the bulls digesting these results, he added.\n\"In a nutshell, these numbers are hard to poke holes in and will be a major feather in the cap for the bulls on Monday morning and should improve broader sentiment on the EV space as a whole,\" Wedbush said.\nTesla Price Action:Tesla shares closed Friday's session down 0.03% at $775.22 and were down an incremental 0.03% in after-hours trading.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":775,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":882997319,"gmtCreate":1631637774831,"gmtModify":1632807104286,"author":{"id":"3585314341168228","authorId":"3585314341168228","name":"MariaRabing","avatar":"https://static.tigerbbs.com/b49340fbaa7c65c64d2fec9450c6dd36","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585314341168228","idStr":"3585314341168228"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/882997319","repostId":"1149444561","repostType":4,"repost":{"id":"1149444561","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":1631637038,"share":"https://www.laohunote.com/m/news/1149444561?lang=zh_CN&edition=full","pubTime":"2021-09-15 00:30","market":"us","language":"en","title":"Sportradar fell 0.83% on its first day of trading<blockquote>Sportradar 首日交易下跌 0.83%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1149444561","media":"Tiger Newspress","summary":"Online betting company Sportradar opened at $27 each on Tuesday.\n\nEverything To Like About The Sport","content":"<p>Online betting company Sportradar opened at $27 each on Tuesday.</p><p><blockquote>在线博彩公司Sportradar周二开盘，每张27美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/50aafa6b5817c8055173c9017ac900d2\" tg-width=\"1080\" tg-height=\"2240\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Everything To Like About The Sportradar IPO</p><p><blockquote>Sportradar IPO 的一切值得喜欢</blockquote></p><p> <b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Sportradar Group AG is preparing to go public at a valuation of $7.8 billion and will raise over $500 million.</li>  <li>Sportradar plays an important, though indirect role in the rapidly growing sports betting industry. However, it faces tough competition.</li>  <li>Sportradar’s finances are in good shape with high growth and a positive net profit, and its valuation appears low relative to competitors.</li>  <li>Investors should strongly consider this company when it goes public.</li> </ul> Sportradar (NASDAQ:SRAD) has released pricing information about its upcoming IPO.Renaissance Capitalreported on Tuesday that Sportradar “plans to raise $504 million by offering 19 million shares at a price range of $25 to $28,” as well as an additional $159 million concurrent private placement. This will give the Swiss company a valuation of $7.8 billion at the midpoint range.</p><p><blockquote><ul><li>Sportradar Group AG正准备以78亿美元的估值上市，并将筹集超过5亿美元。</li><li>Sportradar在快速增长的体育博彩业中发挥着重要的作用，尽管是间接的。然而，它面临着激烈的竞争。</li><li>Sportradar 的财务状况良好，增长迅速，净利润为正，但与竞争对手相比，其估值似乎较低。</li><li>投资者应该在这家公司上市时强烈考虑它。</li></ul>Sportradar（纳斯达克股票代码：SRAD）公布了其即将进行的首次公开募股的定价信息。Renaissance Capital 周二报道称，Sportradar “计划以 25 至 28 美元的价格发行 1900 万股股票，筹集 5.04 亿美元”，并同时进行 1.59 亿美元的私募。这将使这家瑞士公司的估值达到78亿美元，处于中点区间。</blockquote></p><p> These numbers may be a tiny disappointment for Sportradar, as it had been reportedly shooting for a$10 billion valuationearlier in the year by undergoing a SPAC. But it is great news for investors, as there is a great deal to like about Sportradar. The sports company is in a market with major growth potential, is profitable, and has been growing rapidly. Concerns remain such as COVID and other competition, but investors should strongly consider getting in on this company as soon as possible especially compared to its main competitors.</p><p><blockquote>这些数字可能会让 Sportradar 有点失望，因为据报道，该公司在今年早些时候通过 SPAC 获得了 100 亿澳元的估值。但这对投资者来说是个好消息，因为Sportradar有很多值得喜欢的地方。这家体育公司所处的市场具有巨大的增长潜力，盈利，并且一直在快速增长。新冠疫情和其他竞争等担忧依然存在，但投资者应强烈考虑尽快入股这家公司，尤其是与其主要竞争对手相比。</blockquote></p><p> <b>Sports Gambling Market Potential</b></p><p><blockquote><b>体育博彩市场潜力</b></blockquote></p><p> Sports betting has become increasingly accepted and thus a more lucrative market in recent years, as governments have legalized it for the first time.Front Office Sportsreported in June that the US sports betting market could reach $37 billion by 2025 compared to its present value of $9.5 billion. Furthermore, the global sports betting market could reach as much as $144 billion by the same timeframe. And while there are some concerns due to COVID, it is highly unlikely that sports leagues will once again start canceling their events going forward.</p><p><blockquote>近年来，随着政府首次将体育博彩合法化，体育博彩越来越被接受，因此也是一个更有利可图的市场。Front Office sports在6月份报道称，到2025年，美国体育博彩市场可能达到370亿美元，而目前的价值为95亿美元。此外，在同一时间段内，全球体育博彩市场可能达到1440亿美元。虽然由于COVID有一些担忧，但体育联盟不太可能再次开始取消他们的赛事。</blockquote></p><p> Sportradar’s plan is to be the company selling shovels in this betting gold rush. What it intends to sell is information. Sportradar works with sports leagues across the world to help compile sports data. This data helps betting companies set better odds, helps bettors know that the betting company is not making any mistakes, and helps media companies know that they have the right data.</p><p><blockquote>Sportradar 的计划是成为这场博彩淘金热中销售铲子的公司。它打算卖的是信息。Sportradar与世界各地的体育联盟合作，帮助汇编体育数据。这些数据有助于博彩公司设定更好的赔率，帮助投注者知道博彩公司没有犯任何错误，并帮助媒体公司知道他们拥有正确的数据。</blockquote></p><p> The right data is not just about tracking points, home runs, or touchdowns. Sportradar claims in itsF-1/Athat it tracks “over 1.2 billion live data points per year from over 600,000 events in 37 sports,” which created over 21 billion odds changes. Furthermore, Sportradar has a strong data rights portfolio, as it has partnerships with the NBA, MLB, and NHL among other sports leagues across the world.</p><p><blockquote>正确的数据不仅仅是跟踪得分、本垒打或触地得分。Sportradar 在 itsF-1/Athat 中声称，它每年跟踪 “来自 37 个体育项目 60 多万场赛事的 12 亿多个实时数据点”，从而产生了超过 210 亿个赔率变化。此外，Sportradar拥有强大的数据权利组合，因为它与NBA、MLB和NHL以及世界各地的其他体育联盟建立了合作伙伴关系。</blockquote></p><p> These factors point to a company with major growth potential, but then there is the issue of competition. Sportradar’s primary competitor is Genius Sports (NYSE:GENI), which went public this April. After some stumbles a few weeks back, Genius has performed well and has a market cap of $4.23 billion as of the time of writing. While smaller than what Sportradar is aiming for, Genius does have a prized partnership with the NFL and reported a revenue growth of 108% a few days ago perCNBC.</p><p><blockquote>这些因素表明一家公司具有巨大的增长潜力，但随之而来的是竞争问题。Sportradar 的主要竞争对手是今年 4 月上市的 Genius Sports（纽约证券交易所股票代码：GENI）。在经历了几周前的一些挫折之后，Genius 表现良好，截至撰写本文时市值为 42.3 亿美元。虽然比 Sportradar 的目标要小，但 Genius 确实与 NFL 建立了宝贵的合作伙伴关系，几天前向 CNBC 报告收入增长了 108%。</blockquote></p><p> Sportradar will need to show how it can continue to distinguish itself from its competitors like Genius, as well as Stats Perform, IMGArena, and BetConstruct. But the company has a Dollar-Based Net Retention Rate of 138% which shows an ability to keep customers. Furthermore, the massive potential of the sports betting market means that Sportradar will be able to keep growing without having to poach from competitors.</p><p><blockquote>Sportradar 需要展示如何继续与 Genius 等竞争对手以及 Stats Perform、IMGArena 和 BetConstruct 区分开来。但该公司以美元计算的净保留率为 138%，这表明其有能力留住客户。此外，体育博彩市场的巨大潜力意味着Sportradar将能够在不挖走竞争对手的情况下保持增长。</blockquote></p><p> <b>Finances and Valuation</b></p><p><blockquote><b>财务及估值</b></blockquote></p><p> Sportradar’s growth potential is shown by its finances, where it is the rare tech company which can report both high growth and profitability. The company reported a revenue of $318 million in the first half of 2021, up 42% from the same time period last year. This is probably elevated due to the pandemic depressing 2020 revenue as it only grew 6% in 2020, but Sportradar reports a CAGR of 25% going back to 2016. That is a more reasonable yet still sufficient growth rate.</p><p><blockquote>Sportradar 的增长潜力体现在其财务状况上，它是少有的既能实现高增长又能实现盈利的科技公司。该公司公布2021年上半年收入为3.18亿美元，比去年同期增长42%。这可能是由于疫情压低了 2020 年收入，因为 2020 年收入仅增长了 6%，但 Sportradar 报告称，截至 2016 年，CAGR 为 25%。这是一个更合理但仍然足够的增长率。</blockquote></p><p> Furthermore, Sportradar reported a net income of over $20 million in the first half of 2021 and has a history of profitability going back to at least 2019. Cash flow is also positive, with a net gain of $67 million in cash from operating activities in the first half of 2021.</p><p><blockquote>此外，Sportradar报告称，2021年上半年净利润超过2000万美元，盈利历史至少可以追溯到2019年。现金流也为正，2021年上半年经营活动现金净收益为6700万美元。</blockquote></p><p></p><p> Finally, Sportradar reports having $223 million in cash against $967 million in total liabilities. What these numbers show is that Sportradar is rapidly growing, though admittedly not as fast as Genius Sports. But unlike Genius, Sportradar is larger and reports a profit.</p><p><blockquote>最后，Sportradar 报告称拥有 2.23 亿美元现金，而总负债为 9.67 亿美元。这些数字表明，Sportradar正在快速增长，尽管不可否认没有Genius Sports快。但与 Genius 不同的是，Sportradar 规模更大，并且有利润。</blockquote></p><p> The next question thus becomes whether Sportradar is worth $7.8 billion. At that market cap, Sportradar has an enterprise value of about $8.5 billion. If we just extrapolate Sportradar’s revenue for the entire year and presume a revenue of $636 million, this gives an EV/revenue ratio of 13.36. By contrast, Genius Sports has an enterprise value of nearly $4 billion, and its first half 2021 revenue was just $109.5 million. From that metric, Sportradar thus appears to be the safer long-term bet.</p><p><blockquote>因此，下一个问题变成了 Sportradar 是否值 78 亿美元。按市值计算，Sportradar 的企业价值约为 85 亿美元。如果我们推断 Sportradar 全年的收入，假设收入为 6.36 亿美元，那么电动汽车/收入比为 13.36。相比之下，Genius Sports的企业价值接近40亿美元，2021年上半年营收仅为1.095亿美元。从这个指标来看，Sportradar 似乎是更安全的长期赌注。</blockquote></p><p> <b>Final Thoughts</b></p><p><blockquote><b>最后的想法</b></blockquote></p><p> While there is a great deal to like about Sportradar, that does not suggest that there are no problematic clouds on the horizon. I believe that the current COVID situation, where many are reluctant to go outside but sports games are still ongoing, is an excellent situation for Sportradar as people watching from home are more likely to bet online. But if it worsens and sports events are canceled, that would be problematic. If it improves, people may start going for other entertainment options such as casinos which could hurt Sportradar’s growth.</p><p><blockquote>虽然Sportradar有很多值得喜欢的地方，但这并不意味着地平线上没有有问题的云。我相信，目前的COVID情况，许多人不愿意外出，但体育比赛仍在进行，对Sportradar来说是一个极好的情况，因为在家观看的人更有可能在网上下注。但如果情况恶化，体育赛事被取消，那就有问题了。如果情况有所改善，人们可能会开始选择赌场等其他娱乐方式，这可能会损害 Sportradar 的发展。</blockquote></p><p> But Sportradar has shown an ability to consistently grow and is in a market which has major potential almost regardless of the state of COVID. Its financial numbers are in solid shape, and few companies provide a product like what it offers. Finally, its valuation of $7.8 billion is eminently fair, especially by the standards of a typical tech company IPO.</p><p><blockquote>但Sportradar已经显示出持续增长的能力，并且几乎无论COVID的状态如何，它都处于一个具有巨大潜力的市场。它的财务数据状况良好，很少有公司能提供像它这样的产品。最后，其78亿美元的估值非常公平，尤其是按照典型科技公司IPO的标准。</blockquote></p><p> Investors who chase growth above all else may want to consider Genius, especially as Genius’s lockup period expires soon and it is reasonable to expect a decrease in the price then. But for investors interested in a good tech IPO at a reasonable price, Sportradar will be an excellent fit for most.</p><p><blockquote>追求增长高于一切的投资者可能会考虑 Genius，尤其是 Genius 的禁售期即将到期，届时股价会下跌是合理的。但对于对价格合理的优质科技IPO感兴趣的投资者来说，Sportradar将是大多数人的绝佳选择。</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>Sportradar fell 0.83% on its first day of trading<blockquote>Sportradar 首日交易下跌 0.83%</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\">\nSportradar fell 0.83% on its first day of trading<blockquote>Sportradar 首日交易下跌 0.83%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-09-15 00:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Online betting company Sportradar opened at $27 each on Tuesday.</p><p><blockquote>在线博彩公司Sportradar周二开盘，每张27美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/50aafa6b5817c8055173c9017ac900d2\" tg-width=\"1080\" tg-height=\"2240\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Everything To Like About The Sportradar IPO</p><p><blockquote>Sportradar IPO 的一切值得喜欢</blockquote></p><p> <b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Sportradar Group AG is preparing to go public at a valuation of $7.8 billion and will raise over $500 million.</li>  <li>Sportradar plays an important, though indirect role in the rapidly growing sports betting industry. However, it faces tough competition.</li>  <li>Sportradar’s finances are in good shape with high growth and a positive net profit, and its valuation appears low relative to competitors.</li>  <li>Investors should strongly consider this company when it goes public.</li> </ul> Sportradar (NASDAQ:SRAD) has released pricing information about its upcoming IPO.Renaissance Capitalreported on Tuesday that Sportradar “plans to raise $504 million by offering 19 million shares at a price range of $25 to $28,” as well as an additional $159 million concurrent private placement. This will give the Swiss company a valuation of $7.8 billion at the midpoint range.</p><p><blockquote><ul><li>Sportradar Group AG正准备以78亿美元的估值上市，并将筹集超过5亿美元。</li><li>Sportradar在快速增长的体育博彩业中发挥着重要的作用，尽管是间接的。然而，它面临着激烈的竞争。</li><li>Sportradar 的财务状况良好，增长迅速，净利润为正，但与竞争对手相比，其估值似乎较低。</li><li>投资者应该在这家公司上市时强烈考虑它。</li></ul>Sportradar（纳斯达克股票代码：SRAD）公布了其即将进行的首次公开募股的定价信息。Renaissance Capital 周二报道称，Sportradar “计划以 25 至 28 美元的价格发行 1900 万股股票，筹集 5.04 亿美元”，并同时进行 1.59 亿美元的私募。这将使这家瑞士公司的估值达到78亿美元，处于中点区间。</blockquote></p><p> These numbers may be a tiny disappointment for Sportradar, as it had been reportedly shooting for a$10 billion valuationearlier in the year by undergoing a SPAC. But it is great news for investors, as there is a great deal to like about Sportradar. The sports company is in a market with major growth potential, is profitable, and has been growing rapidly. Concerns remain such as COVID and other competition, but investors should strongly consider getting in on this company as soon as possible especially compared to its main competitors.</p><p><blockquote>这些数字可能会让 Sportradar 有点失望，因为据报道，该公司在今年早些时候通过 SPAC 获得了 100 亿澳元的估值。但这对投资者来说是个好消息，因为Sportradar有很多值得喜欢的地方。这家体育公司所处的市场具有巨大的增长潜力，盈利，并且一直在快速增长。新冠疫情和其他竞争等担忧依然存在，但投资者应强烈考虑尽快入股这家公司，尤其是与其主要竞争对手相比。</blockquote></p><p> <b>Sports Gambling Market Potential</b></p><p><blockquote><b>体育博彩市场潜力</b></blockquote></p><p> Sports betting has become increasingly accepted and thus a more lucrative market in recent years, as governments have legalized it for the first time.Front Office Sportsreported in June that the US sports betting market could reach $37 billion by 2025 compared to its present value of $9.5 billion. Furthermore, the global sports betting market could reach as much as $144 billion by the same timeframe. And while there are some concerns due to COVID, it is highly unlikely that sports leagues will once again start canceling their events going forward.</p><p><blockquote>近年来，随着政府首次将体育博彩合法化，体育博彩越来越被接受，因此也是一个更有利可图的市场。Front Office sports在6月份报道称，到2025年，美国体育博彩市场可能达到370亿美元，而目前的价值为95亿美元。此外，在同一时间段内，全球体育博彩市场可能达到1440亿美元。虽然由于COVID有一些担忧，但体育联盟不太可能再次开始取消他们的赛事。</blockquote></p><p> Sportradar’s plan is to be the company selling shovels in this betting gold rush. What it intends to sell is information. Sportradar works with sports leagues across the world to help compile sports data. This data helps betting companies set better odds, helps bettors know that the betting company is not making any mistakes, and helps media companies know that they have the right data.</p><p><blockquote>Sportradar 的计划是成为这场博彩淘金热中销售铲子的公司。它打算卖的是信息。Sportradar与世界各地的体育联盟合作，帮助汇编体育数据。这些数据有助于博彩公司设定更好的赔率，帮助投注者知道博彩公司没有犯任何错误，并帮助媒体公司知道他们拥有正确的数据。</blockquote></p><p> The right data is not just about tracking points, home runs, or touchdowns. Sportradar claims in itsF-1/Athat it tracks “over 1.2 billion live data points per year from over 600,000 events in 37 sports,” which created over 21 billion odds changes. Furthermore, Sportradar has a strong data rights portfolio, as it has partnerships with the NBA, MLB, and NHL among other sports leagues across the world.</p><p><blockquote>正确的数据不仅仅是跟踪得分、本垒打或触地得分。Sportradar 在 itsF-1/Athat 中声称，它每年跟踪 “来自 37 个体育项目 60 多万场赛事的 12 亿多个实时数据点”，从而产生了超过 210 亿个赔率变化。此外，Sportradar拥有强大的数据权利组合，因为它与NBA、MLB和NHL以及世界各地的其他体育联盟建立了合作伙伴关系。</blockquote></p><p> These factors point to a company with major growth potential, but then there is the issue of competition. Sportradar’s primary competitor is Genius Sports (NYSE:GENI), which went public this April. After some stumbles a few weeks back, Genius has performed well and has a market cap of $4.23 billion as of the time of writing. While smaller than what Sportradar is aiming for, Genius does have a prized partnership with the NFL and reported a revenue growth of 108% a few days ago perCNBC.</p><p><blockquote>这些因素表明一家公司具有巨大的增长潜力，但随之而来的是竞争问题。Sportradar 的主要竞争对手是今年 4 月上市的 Genius Sports（纽约证券交易所股票代码：GENI）。在经历了几周前的一些挫折之后，Genius 表现良好，截至撰写本文时市值为 42.3 亿美元。虽然比 Sportradar 的目标要小，但 Genius 确实与 NFL 建立了宝贵的合作伙伴关系，几天前向 CNBC 报告收入增长了 108%。</blockquote></p><p> Sportradar will need to show how it can continue to distinguish itself from its competitors like Genius, as well as Stats Perform, IMGArena, and BetConstruct. But the company has a Dollar-Based Net Retention Rate of 138% which shows an ability to keep customers. Furthermore, the massive potential of the sports betting market means that Sportradar will be able to keep growing without having to poach from competitors.</p><p><blockquote>Sportradar 需要展示如何继续与 Genius 等竞争对手以及 Stats Perform、IMGArena 和 BetConstruct 区分开来。但该公司以美元计算的净保留率为 138%，这表明其有能力留住客户。此外，体育博彩市场的巨大潜力意味着Sportradar将能够在不挖走竞争对手的情况下保持增长。</blockquote></p><p> <b>Finances and Valuation</b></p><p><blockquote><b>财务及估值</b></blockquote></p><p> Sportradar’s growth potential is shown by its finances, where it is the rare tech company which can report both high growth and profitability. The company reported a revenue of $318 million in the first half of 2021, up 42% from the same time period last year. This is probably elevated due to the pandemic depressing 2020 revenue as it only grew 6% in 2020, but Sportradar reports a CAGR of 25% going back to 2016. That is a more reasonable yet still sufficient growth rate.</p><p><blockquote>Sportradar 的增长潜力体现在其财务状况上，它是少有的既能实现高增长又能实现盈利的科技公司。该公司公布2021年上半年收入为3.18亿美元，比去年同期增长42%。这可能是由于疫情压低了 2020 年收入，因为 2020 年收入仅增长了 6%，但 Sportradar 报告称，截至 2016 年，CAGR 为 25%。这是一个更合理但仍然足够的增长率。</blockquote></p><p> Furthermore, Sportradar reported a net income of over $20 million in the first half of 2021 and has a history of profitability going back to at least 2019. Cash flow is also positive, with a net gain of $67 million in cash from operating activities in the first half of 2021.</p><p><blockquote>此外，Sportradar报告称，2021年上半年净利润超过2000万美元，盈利历史至少可以追溯到2019年。现金流也为正，2021年上半年经营活动现金净收益为6700万美元。</blockquote></p><p></p><p> Finally, Sportradar reports having $223 million in cash against $967 million in total liabilities. What these numbers show is that Sportradar is rapidly growing, though admittedly not as fast as Genius Sports. But unlike Genius, Sportradar is larger and reports a profit.</p><p><blockquote>最后，Sportradar 报告称拥有 2.23 亿美元现金，而总负债为 9.67 亿美元。这些数字表明，Sportradar正在快速增长，尽管不可否认没有Genius Sports快。但与 Genius 不同的是，Sportradar 规模更大，并且有利润。</blockquote></p><p> The next question thus becomes whether Sportradar is worth $7.8 billion. At that market cap, Sportradar has an enterprise value of about $8.5 billion. If we just extrapolate Sportradar’s revenue for the entire year and presume a revenue of $636 million, this gives an EV/revenue ratio of 13.36. By contrast, Genius Sports has an enterprise value of nearly $4 billion, and its first half 2021 revenue was just $109.5 million. From that metric, Sportradar thus appears to be the safer long-term bet.</p><p><blockquote>因此，下一个问题变成了 Sportradar 是否值 78 亿美元。按市值计算，Sportradar 的企业价值约为 85 亿美元。如果我们推断 Sportradar 全年的收入，假设收入为 6.36 亿美元，那么电动汽车/收入比为 13.36。相比之下，Genius Sports的企业价值接近40亿美元，2021年上半年营收仅为1.095亿美元。从这个指标来看，Sportradar 似乎是更安全的长期赌注。</blockquote></p><p> <b>Final Thoughts</b></p><p><blockquote><b>最后的想法</b></blockquote></p><p> While there is a great deal to like about Sportradar, that does not suggest that there are no problematic clouds on the horizon. I believe that the current COVID situation, where many are reluctant to go outside but sports games are still ongoing, is an excellent situation for Sportradar as people watching from home are more likely to bet online. But if it worsens and sports events are canceled, that would be problematic. If it improves, people may start going for other entertainment options such as casinos which could hurt Sportradar’s growth.</p><p><blockquote>虽然Sportradar有很多值得喜欢的地方，但这并不意味着地平线上没有有问题的云。我相信，目前的COVID情况，许多人不愿意外出，但体育比赛仍在进行，对Sportradar来说是一个极好的情况，因为在家观看的人更有可能在网上下注。但如果情况恶化，体育赛事被取消，那就有问题了。如果情况有所改善，人们可能会开始选择赌场等其他娱乐方式，这可能会损害 Sportradar 的发展。</blockquote></p><p> But Sportradar has shown an ability to consistently grow and is in a market which has major potential almost regardless of the state of COVID. Its financial numbers are in solid shape, and few companies provide a product like what it offers. Finally, its valuation of $7.8 billion is eminently fair, especially by the standards of a typical tech company IPO.</p><p><blockquote>但Sportradar已经显示出持续增长的能力，并且几乎无论COVID的状态如何，它都处于一个具有巨大潜力的市场。它的财务数据状况良好，很少有公司能提供像它这样的产品。最后，其78亿美元的估值非常公平，尤其是按照典型科技公司IPO的标准。</blockquote></p><p> Investors who chase growth above all else may want to consider Genius, especially as Genius’s lockup period expires soon and it is reasonable to expect a decrease in the price then. But for investors interested in a good tech IPO at a reasonable price, Sportradar will be an excellent fit for most.</p><p><blockquote>追求增长高于一切的投资者可能会考虑 Genius，尤其是 Genius 的禁售期即将到期，届时股价会下跌是合理的。但对于对价格合理的优质科技IPO感兴趣的投资者来说，Sportradar将是大多数人的绝佳选择。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SRAD":"Sportradar Group AG"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149444561","content_text":"Online betting company Sportradar opened at $27 each on Tuesday.\n\nEverything To Like About The Sportradar IPO\nSummary\n\nSportradar Group AG is preparing to go public at a valuation of $7.8 billion and will raise over $500 million.\nSportradar plays an important, though indirect role in the rapidly growing sports betting industry. However, it faces tough competition.\nSportradar’s finances are in good shape with high growth and a positive net profit, and its valuation appears low relative to competitors.\nInvestors should strongly consider this company when it goes public.\n\nSportradar (NASDAQ:SRAD) has released pricing information about its upcoming IPO.Renaissance Capitalreported on Tuesday that Sportradar “plans to raise $504 million by offering 19 million shares at a price range of $25 to $28,” as well as an additional $159 million concurrent private placement. This will give the Swiss company a valuation of $7.8 billion at the midpoint range.\nThese numbers may be a tiny disappointment for Sportradar, as it had been reportedly shooting for a$10 billion valuationearlier in the year by undergoing a SPAC. But it is great news for investors, as there is a great deal to like about Sportradar. The sports company is in a market with major growth potential, is profitable, and has been growing rapidly. Concerns remain such as COVID and other competition, but investors should strongly consider getting in on this company as soon as possible especially compared to its main competitors.\nSports Gambling Market Potential\nSports betting has become increasingly accepted and thus a more lucrative market in recent years, as governments have legalized it for the first time.Front Office Sportsreported in June that the US sports betting market could reach $37 billion by 2025 compared to its present value of $9.5 billion. Furthermore, the global sports betting market could reach as much as $144 billion by the same timeframe. And while there are some concerns due to COVID, it is highly unlikely that sports leagues will once again start canceling their events going forward.\nSportradar’s plan is to be the company selling shovels in this betting gold rush. What it intends to sell is information. Sportradar works with sports leagues across the world to help compile sports data. This data helps betting companies set better odds, helps bettors know that the betting company is not making any mistakes, and helps media companies know that they have the right data.\nThe right data is not just about tracking points, home runs, or touchdowns. Sportradar claims in itsF-1/Athat it tracks “over 1.2 billion live data points per year from over 600,000 events in 37 sports,” which created over 21 billion odds changes. Furthermore, Sportradar has a strong data rights portfolio, as it has partnerships with the NBA, MLB, and NHL among other sports leagues across the world.\nThese factors point to a company with major growth potential, but then there is the issue of competition. Sportradar’s primary competitor is Genius Sports (NYSE:GENI), which went public this April. After some stumbles a few weeks back, Genius has performed well and has a market cap of $4.23 billion as of the time of writing. While smaller than what Sportradar is aiming for, Genius does have a prized partnership with the NFL and reported a revenue growth of 108% a few days ago perCNBC.\nSportradar will need to show how it can continue to distinguish itself from its competitors like Genius, as well as Stats Perform, IMGArena, and BetConstruct. But the company has a Dollar-Based Net Retention Rate of 138% which shows an ability to keep customers. Furthermore, the massive potential of the sports betting market means that Sportradar will be able to keep growing without having to poach from competitors.\nFinances and Valuation\nSportradar’s growth potential is shown by its finances, where it is the rare tech company which can report both high growth and profitability. The company reported a revenue of $318 million in the first half of 2021, up 42% from the same time period last year. This is probably elevated due to the pandemic depressing 2020 revenue as it only grew 6% in 2020, but Sportradar reports a CAGR of 25% going back to 2016. That is a more reasonable yet still sufficient growth rate.\nFurthermore, Sportradar reported a net income of over $20 million in the first half of 2021 and has a history of profitability going back to at least 2019. Cash flow is also positive, with a net gain of $67 million in cash from operating activities in the first half of 2021.\nFinally, Sportradar reports having $223 million in cash against $967 million in total liabilities. What these numbers show is that Sportradar is rapidly growing, though admittedly not as fast as Genius Sports. But unlike Genius, Sportradar is larger and reports a profit.\n\nThe next question thus becomes whether Sportradar is worth $7.8 billion. At that market cap, Sportradar has an enterprise value of about $8.5 billion. If we just extrapolate Sportradar’s revenue for the entire year and presume a revenue of $636 million, this gives an EV/revenue ratio of 13.36. By contrast, Genius Sports has an enterprise value of nearly $4 billion, and its first half 2021 revenue was just $109.5 million. From that metric, Sportradar thus appears to be the safer long-term bet.\nFinal Thoughts\nWhile there is a great deal to like about Sportradar, that does not suggest that there are no problematic clouds on the horizon. I believe that the current COVID situation, where many are reluctant to go outside but sports games are still ongoing, is an excellent situation for Sportradar as people watching from home are more likely to bet online. But if it worsens and sports events are canceled, that would be problematic. If it improves, people may start going for other entertainment options such as casinos which could hurt Sportradar’s growth.\nBut Sportradar has shown an ability to consistently grow and is in a market which has major potential almost regardless of the state of COVID. Its financial numbers are in solid shape, and few companies provide a product like what it offers. Finally, its valuation of $7.8 billion is eminently fair, especially by the standards of a typical tech company IPO.\nInvestors who chase growth above all else may want to consider Genius, especially as Genius’s lockup period expires soon and it is reasonable to expect a decrease in the price then. But for investors interested in a good tech IPO at a reasonable price, Sportradar will be an excellent fit for most.","news_type":1,"symbols_score_info":{"SRAD":0.9}},"isVote":1,"tweetType":1,"viewCount":661,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":819536428,"gmtCreate":1630076390964,"gmtModify":1704955656130,"author":{"id":"3585314341168228","authorId":"3585314341168228","name":"MariaRabing","avatar":"https://static.tigerbbs.com/b49340fbaa7c65c64d2fec9450c6dd36","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585314341168228","idStr":"3585314341168228"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/819536428","repostId":"2162021300","repostType":4,"isVote":1,"tweetType":1,"viewCount":391,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832930540,"gmtCreate":1629555678480,"gmtModify":1633684062134,"author":{"id":"3585314341168228","authorId":"3585314341168228","name":"MariaRabing","avatar":"https://static.tigerbbs.com/b49340fbaa7c65c64d2fec9450c6dd36","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585314341168228","idStr":"3585314341168228"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/832930540","repostId":"1151608193","repostType":4,"repost":{"id":"1151608193","kind":"news","pubTimestamp":1629728324,"share":"https://www.laohunote.com/m/news/1151608193?lang=zh_CN&edition=full","pubTime":"2021-08-23 22:18","market":"us","language":"en","title":"Buy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股的回调——长期关注这 6 家公司</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1151608193","media":"MarketWatch","summary":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correcti","content":"<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p><p><blockquote><b>iShares 半导体 ETF 较近期高点下跌超过 6%。</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p><p><blockquote><p class=\"t-img-caption\"><span>ISTOCKPHOTO</span></p></blockquote></p><p> In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p><p><blockquote>在股市的滚动调整中，芯片制造商受到的打击比大多数制造商都要大。</blockquote></p><p> The iShares Semiconductor ETF&nbsp;is down over 6% from recent highs, compared to declines of 2% or less for the S&amp;P 500,Nasdaq&nbsp;Composite&nbsp;and the Dow Jones Industrial Average.</p><p><blockquote>iShares 半导体 ETF 较近期高点下跌超过 6%，而标准普尔 500 指数、纳斯达克综合指数和道琼斯工业平均指数的跌幅为 2% 或更少。</blockquote></p><p> Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p><p><blockquote>这是否意味着芯片股票值得买入？或者，这个历史上具有周期性的行业是否故技重施，陷入持续下跌趋势，让你大吃一惊。</blockquote></p><p> A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p><p><blockquote>很大程度上取决于您的时间表，但如果您喜欢持有股票多年，而不是租用几天，那么该集团值得购买。主要原因： “这次不一样”。</blockquote></p><p> Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p><p><blockquote>这些无疑是投资中最可怕的词语之一。但芯片行业已经发生了很大的变化，现在确实不同了——这表明它不太可能压垮你。</blockquote></p><p> You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p><p><blockquote>如果你认为没有风险，那你就是个傻瓜。我会回顾一下这些。但首先，以下是该集团现在 “更安全 ”的三个主要原因--以及我在过去几天里与六位行业专家交谈过的六位行业专家青睐的六个名字。</blockquote></p><p> <b>1. The wicked witch of cyclicality is dead</b></p><p><blockquote><b>1.周期性的邪恶女巫死了</b></blockquote></p><p> “Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p><p><blockquote>“Impax Asset Management 的投资组合经理 David Winborne 说：”受产品周期的驱动，芯片行业的需求总是时好时坏。“<a href=\"https://laohu8.com/S/FBNC\">第一</a>电脑，然后是服务器，然后是电话。”但他表示，现在整个经济对芯片的需求已经扩大，因此长期增长故事更可预测。</blockquote></p><p> <a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p><p><blockquote><a href=\"https://laohu8.com/S/JE\">刚刚</a>看看你周围。由于我们的生活和工作日益 “数字化 ”，终端市场需求从各个角度都更加多样化。把远程办公服务想象成<a href=\"https://laohu8.com/S/ZM\">缩放</a>看好该集团的 Gabelli Funds 投资组合经理兼技术分析师 Hendi Susanto 指出，网上购物、云服务、电动汽车、5G 手机、智能工厂、大数据计算甚至洗衣机。</blockquote></p><p> “There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p><p><blockquote>“Motley Fool 芯片行业分析师 John Rotonti 说：”现代数字经济的任何方面都离不开半导体。“这意味着所有东西都有更多的筹码。长期需求是存在的”。</blockquote></p><p> He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William&nbsp;Blair&nbsp;analyst Greg Scolaro.</p><p><blockquote>他没开玩笑。威廉·布莱尔分析师格雷格·斯科拉罗预测，到2030年，芯片行业的收入将从2020年的4650亿美元翻一番，达到1万亿美元。</blockquote></p><p> All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p><p><blockquote>所有这些都意味着，你听到的大范围供应短缺 “可能要到明年年底的某个时候才能得到解决”。<a href=\"https://laohu8.com/S/BAC\">美国银行</a>芯片行业分析师 Vivek Arya。“这不仅是我们的观点，而且<a href=\"https://laohu8.com/S/AONE.U\">一</a>大多数大客户都证实了这一点。”</blockquote></p><p> <b>2. The players have consolidated</b></p><p><blockquote><b>2、玩家巩固</b></blockquote></p><p> All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p><p><blockquote>在生产链的上下游，从设计到各类设备生产商再到制造，行业参与者已经整合成罗通蒂-评级 “赢得 ”的双头垄断或垄断。</blockquote></p><p> In chip design software, you have Cadence Design Systems&nbsp;and Synopsys.In production equipment, companies dominate specialized niches like ASML&nbsp;in extreme ultraviolet lithography&nbsp;(EUV). Manufacturing is dominated by Taiwan Semiconductor&nbsp;and Samsung Electronics.</p><p><blockquote>在芯片设计软件中，你有Cadence Design Systems和Synopsys。在生产设备方面，公司在极紫外光刻 (EUV) 等专业领域占据主导地位，例如 ASML。制造业由台积电和三星电子主导。</blockquote></p><p> These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p><p><blockquote>这些公司通过在他们所做的事情上做到最好，赢得了他们的利基或双寡头地位。这使得投资者对它们感兴趣。Rotonti 表示，整合还意味着参与者在定价和产能方面的行为更加理性。</blockquote></p><p> <b>3. Profitability has improved</b></p><p><blockquote><b>3、盈利能力有所改善</b></blockquote></p><p> This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p><p><blockquote>这种更加理性的行为，加上成本削减，意味着现在的盈利能力比历史上高得多。“温伯恩说：”在过去的几年里，芯片制造的经济性有了很大的改善。现金流或 EBITDA 利润率现在通常超过 30%，而十年前则在 20% 左右。</blockquote></p><p> This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere &amp; Co. “They are not trading at a frothy multiple.”</p><p><blockquote>这对估值有影响。Villere &amp; Co. 的投资组合经理拉马尔·维莱尔 (Lamar Villere) 指出，尽管芯片股票的交易市盈率约为市盈率，但它们看起来很便宜，因为它们是更好的公司。“他们并没有以泡沫倍数进行交易”。</blockquote></p><p> <b>The stocks to buy</b></p><p><blockquote><b>要买的股票</b></blockquote></p><p> Here are six names favored by chip experts I recently checked in with.</p><p><blockquote>以下是我最近核实的芯片专家青睐的六个名字。</blockquote></p><p> <b>New management plays</b></p><p><blockquote><b>新管理层玩法</b></blockquote></p><p> Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm&nbsp;and ON Semiconductor.</p><p><blockquote>尽管 Thrivent 高级股票研究分析师彼得·卡拉泽里斯 (Peter Karazeris) 有理由对该集团持谨慎态度（见下文），但他特别指出了两家公司的业绩可能会因为新管理层而得到提振：高通和安森美半导体。</blockquote></p><p></p><p> Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p><p><blockquote>两者都具有稳定的盈利能力。高通最近受到德克萨斯州恶劣天气等一次性问题的打击，导致生产中断，但该公司对5G手机趋势有很好的了解。<a href=\"https://laohu8.com/S/ON\">半导体</a>正在将手机以外的领域扩展到汽车、工业和物联网等新领域——联网设备领域。</blockquote></p><p> <b>A data center and gaming play</b></p><p><blockquote><b>数据中心和游戏</b></blockquote></p><p> Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p><p><blockquote>Karazeris 还特别提到了 Nvidia， 由于其卓越的设计能力， Nvidia 从数据中心和游戏设备芯片需求中获得了持续提振。</blockquote></p><p> <b>Design tool companies</b></p><p><blockquote><b>设计工具公司</b></blockquote></p><p> Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p><p><blockquote>说到设计，当高通和英伟达等公司想要设计芯片时，他们会求助于Cadence Design Systems提供的设计工具和<a href=\"https://laohu8.com/S/SNPS\">概要</a>.</blockquote></p><p> Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p><p><blockquote>Motley Fool 的 Rotonti 解释说，他们基于软件的设计工具可以帮助芯片创新者为他们的芯片创建蓝图，他特别指出了这些名字。“他们不是世界上增长最快的公司，但他们的利润率很高”。他们也主宰了太空。</blockquote></p><p> <b>An EUV&nbsp;play</b></p><p><blockquote><b>EUV游戏</b></blockquote></p><p> To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p><p><blockquote>为了在芯片生产的早期阶段将这些蓝图应用到硅上，台积电和三星等公司转向了ASML。它的机器使用微小的光脉冲将芯片设计模板印在硅片上，这一过程称为极紫外线光刻。“罗通蒂说：”其他人还没有想出怎么做。</blockquote></p><p> In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p><p><blockquote>换句话说，它在供应这样做的机器方面拥有垄断地位——这对于任何想要制造领先芯片的公司来说都是必要的。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> Here are some of the chief risks for chip sector investors to watch.</p><p><blockquote>以下是芯片行业投资者需要关注的一些主要风险。</blockquote></p><p> <b>Oversupply</b></p><p><blockquote><b>供过于求</b></blockquote></p><p> Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p><p><blockquote>芯片生产已经政治化。美国希望在国内生产更多，这样它就不会受到中国供应链中断的影响。<a href=\"https://laohu8.com/S/CAAS\">中国</a>Winborne 表示，希望到 2025 年生产其使用的芯片的 70%，高于目前的 5%。</blockquote></p><p> The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p><p><blockquote>结果是，政府为促进制造业提供了大量支持，因此会有更多支持。风险是未来某个时候供应过剩。这也可能会推动芯片设备的采购，导致未来的平静，这可能会损害设备制造商的销售和利润率趋势。</blockquote></p><p> Next, big tech companies like Alphabet,Apple&nbsp;and Ammazon.com&nbsp;are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p><p><blockquote>接下来，像Alphabet、苹果和亚马逊这样的大型科技公司都在做自己的芯片设计，这威胁到了做同样事情的专业芯片公司。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p><p><blockquote><b><a href=\"https://laohu8.com/S/QTM\">量子的</a>计算机的</b></blockquote></p><p> Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p><p><blockquote>William Blair 的 Scolaro 指出，使用基于量子物理学的芯片设计而不是传统半导体架构的计算机具有卓越的性能。“虽然量子计算可能至少在未来五年内不会成为主流，但它有潜力改变从技术到医疗保健的一切。”</blockquote></p><p> <b>A disturbing signal</b></p><p><blockquote><b>干扰信号</b></blockquote></p><p> A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p><p><blockquote>全球采购经理人 (PMI) 指数在 4 月份达到峰值，然后连续三个月放缓。与此同时，芯片销售持续增长。Thrivent 跟踪该指标的 Karazeris 指出，通常两者遵循相同的趋势。他将这种差异归因于库存积累，而库存积累不如真正的终端市场需求可持续。因此，他认为这种背离是芯片行业的看跌信号。</blockquote></p><p> Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory&nbsp;(DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p><p><blockquote>另一个警告信号来自动态随机存取存储器（DRAM）芯片定价的预测疲软。“卡拉泽里斯说：”这些通常是在周期的顶部而不是底部看到的东西。</blockquote></p><p> But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p><p><blockquote>但也有可能全球采购经理人指数的放缓更多的是芯片短缺的反映，而不是短缺并非真实存在的迹象（只是库存积压）。“Leuthold 经济学家兼策略师吉姆-保尔森（Jim Paulsen）说：”这种分歧并不一定意味着芯片订单会翻盘消亡。这意味着芯片制造业必须迎头赶上。</blockquote></p><p> Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p><p><blockquote>例如，福特刚刚宣布不得不减产是因为芯片短缺，而不是潜在需求不足。</blockquote></p><p> Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p><p><blockquote>保尔森预测，由于高储蓄率、就业和收入反弹以及对大件商品被压抑的需求等因素，体面的经济增长是可持续的。如果他是对的，持续的经济实力将支撑对所有使用芯片的产品的需求，包括<a href=\"https://laohu8.com/S/F\">福特</a>汽车。</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>Buy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股的回调——长期关注这 6 家公司</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\">\nBuy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股的回调——长期关注这 6 家公司</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-08-23 22:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p><p><blockquote><b>iShares 半导体 ETF 较近期高点下跌超过 6%。</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p><p><blockquote><p class=\"t-img-caption\"><span>ISTOCKPHOTO</span></p></blockquote></p><p> In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p><p><blockquote>在股市的滚动调整中，芯片制造商受到的打击比大多数制造商都要大。</blockquote></p><p> The iShares Semiconductor ETF&nbsp;is down over 6% from recent highs, compared to declines of 2% or less for the S&amp;P 500,Nasdaq&nbsp;Composite&nbsp;and the Dow Jones Industrial Average.</p><p><blockquote>iShares 半导体 ETF 较近期高点下跌超过 6%，而标准普尔 500 指数、纳斯达克综合指数和道琼斯工业平均指数的跌幅为 2% 或更少。</blockquote></p><p> Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p><p><blockquote>这是否意味着芯片股票值得买入？或者，这个历史上具有周期性的行业是否故技重施，陷入持续下跌趋势，让你大吃一惊。</blockquote></p><p> A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p><p><blockquote>很大程度上取决于您的时间表，但如果您喜欢持有股票多年，而不是租用几天，那么该集团值得购买。主要原因： “这次不一样”。</blockquote></p><p> Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p><p><blockquote>这些无疑是投资中最可怕的词语之一。但芯片行业已经发生了很大的变化，现在确实不同了——这表明它不太可能压垮你。</blockquote></p><p> You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p><p><blockquote>如果你认为没有风险，那你就是个傻瓜。我会回顾一下这些。但首先，以下是该集团现在 “更安全 ”的三个主要原因--以及我在过去几天里与六位行业专家交谈过的六位行业专家青睐的六个名字。</blockquote></p><p> <b>1. The wicked witch of cyclicality is dead</b></p><p><blockquote><b>1.周期性的邪恶女巫死了</b></blockquote></p><p> “Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p><p><blockquote>“Impax Asset Management 的投资组合经理 David Winborne 说：”受产品周期的驱动，芯片行业的需求总是时好时坏。“<a href=\"https://laohu8.com/S/FBNC\">第一</a>电脑，然后是服务器，然后是电话。”但他表示，现在整个经济对芯片的需求已经扩大，因此长期增长故事更可预测。</blockquote></p><p> <a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p><p><blockquote><a href=\"https://laohu8.com/S/JE\">刚刚</a>看看你周围。由于我们的生活和工作日益 “数字化 ”，终端市场需求从各个角度都更加多样化。把远程办公服务想象成<a href=\"https://laohu8.com/S/ZM\">缩放</a>看好该集团的 Gabelli Funds 投资组合经理兼技术分析师 Hendi Susanto 指出，网上购物、云服务、电动汽车、5G 手机、智能工厂、大数据计算甚至洗衣机。</blockquote></p><p> “There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p><p><blockquote>“Motley Fool 芯片行业分析师 John Rotonti 说：”现代数字经济的任何方面都离不开半导体。“这意味着所有东西都有更多的筹码。长期需求是存在的”。</blockquote></p><p> He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William&nbsp;Blair&nbsp;analyst Greg Scolaro.</p><p><blockquote>他没开玩笑。威廉·布莱尔分析师格雷格·斯科拉罗预测，到2030年，芯片行业的收入将从2020年的4650亿美元翻一番，达到1万亿美元。</blockquote></p><p> All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p><p><blockquote>所有这些都意味着，你听到的大范围供应短缺 “可能要到明年年底的某个时候才能得到解决”。<a href=\"https://laohu8.com/S/BAC\">美国银行</a>芯片行业分析师 Vivek Arya。“这不仅是我们的观点，而且<a href=\"https://laohu8.com/S/AONE.U\">一</a>大多数大客户都证实了这一点。”</blockquote></p><p> <b>2. The players have consolidated</b></p><p><blockquote><b>2、玩家巩固</b></blockquote></p><p> All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p><p><blockquote>在生产链的上下游，从设计到各类设备生产商再到制造，行业参与者已经整合成罗通蒂-评级 “赢得 ”的双头垄断或垄断。</blockquote></p><p> In chip design software, you have Cadence Design Systems&nbsp;and Synopsys.In production equipment, companies dominate specialized niches like ASML&nbsp;in extreme ultraviolet lithography&nbsp;(EUV). Manufacturing is dominated by Taiwan Semiconductor&nbsp;and Samsung Electronics.</p><p><blockquote>在芯片设计软件中，你有Cadence Design Systems和Synopsys。在生产设备方面，公司在极紫外光刻 (EUV) 等专业领域占据主导地位，例如 ASML。制造业由台积电和三星电子主导。</blockquote></p><p> These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p><p><blockquote>这些公司通过在他们所做的事情上做到最好，赢得了他们的利基或双寡头地位。这使得投资者对它们感兴趣。Rotonti 表示，整合还意味着参与者在定价和产能方面的行为更加理性。</blockquote></p><p> <b>3. Profitability has improved</b></p><p><blockquote><b>3、盈利能力有所改善</b></blockquote></p><p> This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p><p><blockquote>这种更加理性的行为，加上成本削减，意味着现在的盈利能力比历史上高得多。“温伯恩说：”在过去的几年里，芯片制造的经济性有了很大的改善。现金流或 EBITDA 利润率现在通常超过 30%，而十年前则在 20% 左右。</blockquote></p><p> This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere &amp; Co. “They are not trading at a frothy multiple.”</p><p><blockquote>这对估值有影响。Villere &amp; Co. 的投资组合经理拉马尔·维莱尔 (Lamar Villere) 指出，尽管芯片股票的交易市盈率约为市盈率，但它们看起来很便宜，因为它们是更好的公司。“他们并没有以泡沫倍数进行交易”。</blockquote></p><p> <b>The stocks to buy</b></p><p><blockquote><b>要买的股票</b></blockquote></p><p> Here are six names favored by chip experts I recently checked in with.</p><p><blockquote>以下是我最近核实的芯片专家青睐的六个名字。</blockquote></p><p> <b>New management plays</b></p><p><blockquote><b>新管理层玩法</b></blockquote></p><p> Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm&nbsp;and ON Semiconductor.</p><p><blockquote>尽管 Thrivent 高级股票研究分析师彼得·卡拉泽里斯 (Peter Karazeris) 有理由对该集团持谨慎态度（见下文），但他特别指出了两家公司的业绩可能会因为新管理层而得到提振：高通和安森美半导体。</blockquote></p><p></p><p> Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p><p><blockquote>两者都具有稳定的盈利能力。高通最近受到德克萨斯州恶劣天气等一次性问题的打击，导致生产中断，但该公司对5G手机趋势有很好的了解。<a href=\"https://laohu8.com/S/ON\">半导体</a>正在将手机以外的领域扩展到汽车、工业和物联网等新领域——联网设备领域。</blockquote></p><p> <b>A data center and gaming play</b></p><p><blockquote><b>数据中心和游戏</b></blockquote></p><p> Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p><p><blockquote>Karazeris 还特别提到了 Nvidia， 由于其卓越的设计能力， Nvidia 从数据中心和游戏设备芯片需求中获得了持续提振。</blockquote></p><p> <b>Design tool companies</b></p><p><blockquote><b>设计工具公司</b></blockquote></p><p> Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p><p><blockquote>说到设计，当高通和英伟达等公司想要设计芯片时，他们会求助于Cadence Design Systems提供的设计工具和<a href=\"https://laohu8.com/S/SNPS\">概要</a>.</blockquote></p><p> Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p><p><blockquote>Motley Fool 的 Rotonti 解释说，他们基于软件的设计工具可以帮助芯片创新者为他们的芯片创建蓝图，他特别指出了这些名字。“他们不是世界上增长最快的公司，但他们的利润率很高”。他们也主宰了太空。</blockquote></p><p> <b>An EUV&nbsp;play</b></p><p><blockquote><b>EUV游戏</b></blockquote></p><p> To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p><p><blockquote>为了在芯片生产的早期阶段将这些蓝图应用到硅上，台积电和三星等公司转向了ASML。它的机器使用微小的光脉冲将芯片设计模板印在硅片上，这一过程称为极紫外线光刻。“罗通蒂说：”其他人还没有想出怎么做。</blockquote></p><p> In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p><p><blockquote>换句话说，它在供应这样做的机器方面拥有垄断地位——这对于任何想要制造领先芯片的公司来说都是必要的。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> Here are some of the chief risks for chip sector investors to watch.</p><p><blockquote>以下是芯片行业投资者需要关注的一些主要风险。</blockquote></p><p> <b>Oversupply</b></p><p><blockquote><b>供过于求</b></blockquote></p><p> Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p><p><blockquote>芯片生产已经政治化。美国希望在国内生产更多，这样它就不会受到中国供应链中断的影响。<a href=\"https://laohu8.com/S/CAAS\">中国</a>Winborne 表示，希望到 2025 年生产其使用的芯片的 70%，高于目前的 5%。</blockquote></p><p> The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p><p><blockquote>结果是，政府为促进制造业提供了大量支持，因此会有更多支持。风险是未来某个时候供应过剩。这也可能会推动芯片设备的采购，导致未来的平静，这可能会损害设备制造商的销售和利润率趋势。</blockquote></p><p> Next, big tech companies like Alphabet,Apple&nbsp;and Ammazon.com&nbsp;are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p><p><blockquote>接下来，像Alphabet、苹果和亚马逊这样的大型科技公司都在做自己的芯片设计，这威胁到了做同样事情的专业芯片公司。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p><p><blockquote><b><a href=\"https://laohu8.com/S/QTM\">量子的</a>计算机的</b></blockquote></p><p> Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p><p><blockquote>William Blair 的 Scolaro 指出，使用基于量子物理学的芯片设计而不是传统半导体架构的计算机具有卓越的性能。“虽然量子计算可能至少在未来五年内不会成为主流，但它有潜力改变从技术到医疗保健的一切。”</blockquote></p><p> <b>A disturbing signal</b></p><p><blockquote><b>干扰信号</b></blockquote></p><p> A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p><p><blockquote>全球采购经理人 (PMI) 指数在 4 月份达到峰值，然后连续三个月放缓。与此同时，芯片销售持续增长。Thrivent 跟踪该指标的 Karazeris 指出，通常两者遵循相同的趋势。他将这种差异归因于库存积累，而库存积累不如真正的终端市场需求可持续。因此，他认为这种背离是芯片行业的看跌信号。</blockquote></p><p> Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory&nbsp;(DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p><p><blockquote>另一个警告信号来自动态随机存取存储器（DRAM）芯片定价的预测疲软。“卡拉泽里斯说：”这些通常是在周期的顶部而不是底部看到的东西。</blockquote></p><p> But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p><p><blockquote>但也有可能全球采购经理人指数的放缓更多的是芯片短缺的反映，而不是短缺并非真实存在的迹象（只是库存积压）。“Leuthold 经济学家兼策略师吉姆-保尔森（Jim Paulsen）说：”这种分歧并不一定意味着芯片订单会翻盘消亡。这意味着芯片制造业必须迎头赶上。</blockquote></p><p> Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p><p><blockquote>例如，福特刚刚宣布不得不减产是因为芯片短缺，而不是潜在需求不足。</blockquote></p><p> Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p><p><blockquote>保尔森预测，由于高储蓄率、就业和收入反弹以及对大件商品被压抑的需求等因素，体面的经济增长是可持续的。如果他是对的，持续的经济实力将支撑对所有使用芯片的产品的需求，包括<a href=\"https://laohu8.com/S/F\">福特</a>汽车。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","SNPS":"新思科技","NVDA":"英伟达","ON":"安森美半导体","GOOG":"谷歌","TSM":"台积电","ASML":"阿斯麦","AMZN":"亚马逊","SSNLF":"三星电子","CDNS":"铿腾电子","SOXX":"iShares费城交易所半导体ETF","GOOGL":"谷歌A","QCOM":"高通"},"source_url":"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151608193","content_text":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.\nDoes that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.\nA lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”\nThose are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.\nYou’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.\n1. The wicked witch of cyclicality is dead\n“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “First PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.\nJust look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like Zoom, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.\n“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”\nHe’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.\nAll of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says Bank of America chip sector analyst Vivek Arya. “That’s not just our view, but one confirmed by a majority of large customers.”\n2. The players have consolidated\nAll up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.\nIn chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.\nThese companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.\n3. Profitability has improved\nThis more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.\nThis has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”\nThe stocks to buy\nHere are six names favored by chip experts I recently checked in with.\nNew management plays\nThough Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.\nBoth have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. ON Semiconductor is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.\nA data center and gaming play\nKarazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.\nDesign tool companies\nSpeaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and Synopsys.\nTheir software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.\nAn EUV play\nTo put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.\nIn other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.\nRisks\nHere are some of the chief risks for chip sector investors to watch.\nOversupply\nChip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. China wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.\nThe upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.\nNext, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.\nQuantum computing\nComputers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”\nA disturbing signal\nA blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.\nAnother cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.\nBut it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.\nFord,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.\nPaulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including Ford cars.","news_type":1,"symbols_score_info":{"SSNLF":0.9,"AMZN":0.9,"GOOGL":0.9,"CDNS":0.9,"ON":0.9,"QCOM":0.9,"SOXX":0.9,"SNPS":0.9,"GOOG":0.9,"TSM":0.9,"ASML":0.9,"AAPL":0.9,"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":748,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}