+关注
Lemb77
暂无个人介绍
IP属地:未知
173
关注
6
粉丝
0
主题
0
勋章
主贴
热门
Lemb77
2021-07-13
Pls like and comment. Thks
抱歉,原内容已删除
Lemb77
2021-06-14
Pls comment. Thks
抱歉,原内容已删除
Lemb77
2021-08-15
Like and comment
These 10 Standout Stocks Could Be the Next Amazon<blockquote>这 10 只杰出股票可能成为下一个亚马逊</blockquote>
Lemb77
2021-07-30
Pls like and comment
抱歉,原内容已删除
Lemb77
2021-06-15
Pls like and comment
IPO Preview: WalkMe, Atai Life Sciences Highlight Week Of Many Offerings<blockquote>IPO 预览:WalkMe、Atai Life Sciences 亮点本周众多产品</blockquote>
Lemb77
2021-06-25
Pls like and comment. Thks
抱歉,原内容已删除
Lemb77
2021-06-21
Pls like and comment. Thks
抱歉,原内容已删除
Lemb77
2021-07-31
Pls like and comment
抱歉,原内容已删除
Lemb77
2021-06-29
Pls like and comment. Thks
抱歉,原内容已删除
Lemb77
2021-08-14
Pls like and comment
Chasing Tesla: Here are the current electric vehicle plans of every major car maker<blockquote>追逐特斯拉:以下是各大汽车制造商当前的电动汽车计划</blockquote>
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3585722115143639","uuid":"3585722115143639","gmtCreate":1622628090800,"gmtModify":1706620618979,"name":"Lemb77","pinyin":"lemb77","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/7f5d8963029154b3c0fbba5bcc6c8c2a","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":6,"headSize":173,"tweetSize":58,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖(非转发)","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.04.22","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.23","exceedPercentage":"93.57%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.86%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":11,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":830334026,"gmtCreate":1629009340365,"gmtModify":1633687972792,"author":{"id":"3585722115143639","authorId":"3585722115143639","name":"Lemb77","avatar":"https://static.tigerbbs.com/7f5d8963029154b3c0fbba5bcc6c8c2a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585722115143639","idStr":"3585722115143639"},"themes":[],"title":"","htmlText":"Like and comment ","listText":"Like and comment ","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/830334026","repostId":"1127633167","repostType":4,"repost":{"id":"1127633167","kind":"news","pubTimestamp":1628997765,"share":"https://www.laohunote.com/m/news/1127633167?lang=zh_CN&edition=full","pubTime":"2021-08-15 11:22","market":"us","language":"en","title":"These 10 Standout Stocks Could Be the Next Amazon<blockquote>这 10 只杰出股票可能成为下一个亚马逊</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1127633167","media":"Barrons","summary":"One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors loo","content":"<p>One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors looking for the next Amazon.com, Costco Wholesale, Nike, or Visa seek to identify companies capable of generating double-digit compound growth in revenue and earnings—preferably both—for years to come.</p><p><blockquote>当今投资中最流行的流行语之一是 “复利者 ”。寻找下一个亚马逊、Costco Wholesale、Nike 或 Visa 的成长型投资者寻求确定能够在未来几年实现收入和盈利两位数复合增长的公司(最好是两者兼而有之)。</blockquote></p><p> The idea is that stock prices should compound in line with revenue and profits, enabling investors to generate high returns over a holding period of five to 10 years. The ultimate goal is to find the elusive “10 bagger”—a stock that returns 10 times what you paid for it.</p><p><blockquote>这个想法是,股票价格应该与收入和利润保持一致,使投资者能够在5到10年的持有期内产生高回报。最终目标是找到难以捉摸的 “10 bagger”--回报率是你购买价格 10 倍的股票。</blockquote></p><p> Wall Street analyst notes and client letters from investment pros are replete with compounder references. Many of the next generation of value managers, identified in a <i>Barron’s</i> cover story in May, are seeking such shares, rather than the traditional value fare of cheap stocks.</p><p><blockquote>华尔街分析师的笔记和投资专业人士的客户信中充满了复合器的参考资料。许多下一代价值经理,在<i>巴伦</i>五月份的封面故事,正在寻求此类股票,而不是廉价股票的传统价值。</blockquote></p><p> Their search has become more challenging, because buyers are paying lofty prices for high-growth stories. Really big winners are scarce. Only about 35 companies in each of a long series of 10-year periods have compounded their stock prices at 20% or more annually, resulting in at least a sixfold increase, according to Durable Capital Partners.</p><p><blockquote>他们的搜索变得更具挑战性,因为买家正在为高增长的故事支付高价。真正的大赢家很少。根据 Durable Capital Partners 的数据,在 10 年的漫长系列中,只有大约 35 家公司的股价每年复合上涨 20% 或更多,导致至少增长了六倍。</blockquote></p><p> Many investors are happy to stick with large, well-known compounders, such as Alphabet(ticker: GOOGL),Mastercard(MA),UnitedHealth Group(UNH), and Eli Lilly(LLY).</p><p><blockquote>许多投资者很乐意坚持使用大型知名复合商,例如Alphabet(股票代码:GOOGL)、万事达卡(MA)、联合健康集团(UNH)和礼来公司(LLY)。</blockquote></p><p> <i>Barron’s</i> sought to identify smaller candidates. We talked to investment managers and came up with an eclectic list of 10 stocks, most with market values under $10 billion. Here are the selections, in alphabetical order:</p><p><blockquote><i>巴伦</i>试图确定较小的候选人。我们与投资经理进行了交谈,列出了一份包含 10 只股票的兼收并蓄的名单,其中大多数市值低于 100 亿美元。以下是按字母顺序排列的选择:</blockquote></p><p> Strong and Steady Wins the RaceHere are 10 stocks that growth investors have identified as being able to generate consistently high growth in revenues or profits for many years.</p><p><blockquote>强劲而稳定的胜利 以下是成长型投资者认为能够多年来持续实现收入或利润高增长的 10 只股票。</blockquote></p><p> <table> <thead> <tr> <th>Company / Ticker</th> <th>Recent Price</th> <th>YTD Change</th> <th>2021E P/E</th> <th>2021E Price/Sales</th> <th>2022E P/E</th> <th>2022E Price/Sales</th> <th>LT Growth Rate*</th> <th>Market Value (bil)</th> <th>Comment</th> </tr> </thead> <tbody> <tr> <td>Amedysis / AMED</td> <td>$185.15</td> <td>-37%</td> <td>30.2</td> <td>2.7</td> <td>27.7</td> <td>2.4</td> <td>10.5%</td> <td>$6.3</td> <td>Leader in home health care</td> </tr> <tr> <td>Amyris / AMRS</td> <td>13.64</td> <td>121</td> <td>NM</td> <td>10.4</td> <td>NM</td> <td>9.7</td> <td>NA</td> <td>4.1</td> <td>Leading company in synthetic biology</td> </tr> <tr> <td>Booz Allen Hamilton Holding / BAH</td> <td>81.73</td> <td>-6</td> <td>19.4</td> <td>1.3</td> <td>17.7</td> <td>1.2</td> <td>8.6</td> <td>11.0</td> <td>Defense-department consultant</td> </tr> <tr> <td>J.B. Hunt Transport Services / JBHT</td> <td>172.76</td> <td>26</td> <td>25.8</td> <td>1.5</td> <td>22.2</td> <td>1.4</td> <td>18.4</td> <td>18.2</td> <td>Strong in intermodal freight</td> </tr> <tr> <td>Marriott Vacations Worldwide / VAC</td> <td>147.15</td> <td>7</td> <td>40.9</td> <td>1.6</td> <td>15.7</td> <td>1.4</td> <td>NA</td> <td>6.3</td> <td>Top company in vacation timeshares</td> </tr> <tr> <td>SiteOne Landscape Supply / SITE</td> <td>197.10</td> <td>24</td> <td>45.7</td> <td>2.6</td> <td>43.5</td> <td>2.5</td> <td>19.3</td> <td>8.8</td> <td>Big supplier of landscaping supplies</td> </tr> <tr> <td>Staar Surgical / STAA</td> <td>138.19</td> <td>74</td> <td>192.3</td> <td>28.6</td> <td>140.8</td> <td>22.5</td> <td>30.0</td> <td>6.6</td> <td>Maker of implantable lens for myopia</td> </tr> <tr> <td>Stitch Fix / SFIX</td> <td>44.38</td> <td>-24</td> <td>NM</td> <td>1.9</td> <td>1890.3</td> <td>1.7</td> <td>30.0</td> <td>4.8</td> <td>Data-driven subscription clothing firm</td> </tr> <tr> <td>Trex / TREX</td> <td>105.94</td> <td>27</td> <td>51.9</td> <td>10.5</td> <td>43.6</td> <td>9.3</td> <td>18.8</td> <td>12.2</td> <td>Top maker of synthetic wood decking</td> </tr> <tr> <td>Upwork / UPWK</td> <td>44.31</td> <td>28</td> <td>NM</td> <td>11.4</td> <td>556.8</td> <td>9.2</td> <td>NA</td> <td>5.7</td> <td>Online clearinghouse for free-lancers</td> </tr> </tbody> </table> E=Estimate. BAH estimates are for fiscal years ending March 2022 and March 23. SFIX estimates are for fiscal years ending July 2022 and July 2023. NM=Not Meaningful. NA=Not Available. *The annual EPS growth the company can sustain over the next 3-5 years.</p><p><blockquote><table><thead><tr><th>公司/股票代码</th><th>近期价格</th><th>年初至今变化</th><th>2021年市盈率</th><th>2021年价格/销售额</th><th>2022年市盈率</th><th>2022年价格/销售额</th><th>LT增长率*</th><th>市值(bil)</th><th>评论</th></tr></thead><tbody><tr><td>阿梅迪西斯/阿梅德</td><td>$185.15</td><td>-37%</td><td>30.2</td><td>2.7</td><td>27.7</td><td>2.4</td><td>10.5%</td><td>$6.3</td><td>家庭医疗保健领域的领导者</td></tr><tr><td>阿米里斯/AMRS</td><td>13.64</td><td>121</td><td>纳米</td><td>10.4</td><td>纳米</td><td>9.7</td><td>纳</td><td>4.1</td><td>合成生物学领先公司</td></tr><tr><td>博思艾伦汉密尔顿控股 / BAH</td><td>81.73</td><td>-6</td><td>19.4</td><td>1.3</td><td>17.7</td><td>1.2</td><td>8.6</td><td>11.0</td><td>国防部顾问</td></tr><tr><td>J.B亨特运输服务 / JBHT</td><td>172.76</td><td>26</td><td>25.8</td><td>1.5</td><td>22.2</td><td>1.4</td><td>18.4</td><td>18.2</td><td>擅长多式联运</td></tr><tr><td>万豪度假全球/VAC</td><td>147.15</td><td>7</td><td>40.9</td><td>1.6</td><td>15.7</td><td>1.4</td><td>纳</td><td>6.3</td><td>度假分时度假领域的顶级公司</td></tr><tr><td>SiteOne景观供应/场地</td><td>197.10</td><td>24</td><td>45.7</td><td>2.6</td><td>43.5</td><td>2.5</td><td>19.3</td><td>8.8</td><td>大型园林绿化用品供应商</td></tr><tr><td>外科凝视/凝视</td><td>138.19</td><td>74</td><td>192.3</td><td>28.6</td><td>140.8</td><td>22.5</td><td>30.0</td><td>6.6</td><td>近视植入式镜片制造商</td></tr><tr><td>缝合固定/固定</td><td>44.38</td><td>-24</td><td>纳米</td><td>1.9</td><td>1890.3</td><td>1.7</td><td>30.0</td><td>4.8</td><td>数据驱动订阅服装公司</td></tr><tr><td>Trex / Trex</td><td>105.94</td><td>27</td><td>51.9</td><td>10.5</td><td>43.6</td><td>9.3</td><td>18.8</td><td>12.2</td><td>合成木地板的顶级制造商</td></tr><tr><td>Upwork / UPWK</td><td>44.31</td><td>28</td><td>纳米</td><td>11.4</td><td>556.8</td><td>9.2</td><td>纳</td><td>5.7</td><td>自由职业者在线信息交换所</td></tr></tbody></table>E=估计值。BAH的估计是针对截至2022年3月和3月23日的财年。SFIX 的估计适用于截至 2022 年 7 月和 2023 年 7 月的财年。NM=无意义。NA=不可用。*公司未来3-5年可维持的每年每股收益增长。</blockquote></p><p> Source: FactSet</p><p><blockquote>来源:FactSet</blockquote></p><p> Amedisys(AMED), a provider of home healthcare and hospice services, has a national footprint in a still-fragmented business.</p><p><blockquote>Amedisys (AMED) 是一家家庭医疗保健和临终关怀服务提供商,业务仍然分散,业务遍及全国。</blockquote></p><p></p><p> “There is going to be massive consolidation of the industry” predicts Dan Cole, a manager of the Columbia Small-Cap Growth fund. “Healthcare is moving to the home.”</p><p><blockquote>“哥伦比亚小盘股成长基金经理丹-科尔预测说:”该行业将进行大规模整合。“医疗保健正在向家庭转移”。</blockquote></p><p> Amedisys stock is up more than tenfold in the past decade. But the shares, around $185, are off nearly 30% after the company recently cut 2021 financial guidance, citing Covid-related staffing and cost issues, mostly in acquired hospice operations. The 2021 earnings estimate is now $6.13 a share, down from nearly $7. The stock trades for 30 times projected 2021 profits. Cole says that the company remains capable of generating 10% annual gains in earnings per share.</p><p><blockquote>Amedisys 股价在过去十年中上涨了十倍以上。但该公司最近以与新冠疫情相关的人员配备和成本问题(主要是收购的临终关怀业务)为由,削减了 2021 年财务指引,股价约为 185 美元,下跌了近 30%。2021 年盈利预期目前为每股 6.13 美元,低于近 7 美元。该股的交易价格是2021年预计利润的30倍。科尔表示,该公司仍然有能力每年实现 10% 的每股收益增长。</blockquote></p><p> Amyris(AMRS) is a leader in synthetic biology. It fans say its opportunity is to supplant, in an eco-friendly way, a range of products now made from petrochemicals, animals, and plants.</p><p><blockquote>Amyris(AMRS)是合成生物学领域的领导者。It 粉丝表示,它的机会是以环保的方式取代目前由石化产品、动物和植物制成的一系列产品。</blockquote></p><p> Using genetically re-engineered yeast and sugar cane, Amyris produces such things as squalane, a high-end moisturizer formerly made from shark livers; vanillin, the flavoring for vanilla; and a no-calorie sweetener normally derived from plants. The stock trades around $13.</p><p><blockquote>使用基因改造的酵母和甘蔗,Amyris生产角鲨烷等物质,角鲨烷是一种以前由鲨鱼肝制成的高端保湿剂;香草醛,香草的调味料;以及通常来源于植物的无热量甜味剂。该股交易价格约为 13 美元。</blockquote></p><p> <i>Barron’s</i> wrote favorably on the company in July. Amyris sees sales reaching $2 billion by 2025, up from an estimated $400 million this year, driven by its consumer brands.</p><p><blockquote><i>巴伦</i>七月份对该公司的评价很高。在消费品牌的推动下,Amyris 预计到 2025 年销售额将达到 20 亿美元,高于今年的 4 亿美元。</blockquote></p><p> “The world needs clean chemistry, and Amyris is the point on the spear to create it,” says Randy Baron, a portfolio manager at Pinnacle Associates, which owns Amyris shares. He thinks they could hit $75 by the end of 2022.</p><p><blockquote>“拥有 Amyris 股票的 Pinnacle Associates 公司的投资组合经理兰迪-巴伦(Randy Baron)说:”世界需要清洁化学,而 Amyris 正是创造清洁化学的关键。他认为到 2022 年底,它们的价格可能会达到 75 美元。</blockquote></p><p> Booz Allen Hamilton Holding(BAH) is an important consultant to the Defense Department and other agencies. The U.S. government accounted for 97% of its revenue in its latest fiscal year. Booz Allen has built robust ties to the government over the years by providing an array of services, like cybersecurity. Its stock trades around $81, for a 1.8% yield.</p><p><blockquote>博思艾伦汉密尔顿控股公司(BAH)是国防部和其他机构的重要顾问。美国政府在最近一个财政年度占其收入的97%。多年来,博思艾伦通过提供网络安全等一系列服务,与政府建立了牢固的联系。其股票交易价格约为 81 美元,收益率为 1.8%。</blockquote></p><p> “It has built a strong, partnership-like culture and has a long record of steady growth,” says Josh Spencer, manager of the T. Rowe Price New Horizons fund. He sees Booz Allen as capable of generating 9% to 10% annual growth in revenue and yearly gains of 15% to 16% in earnings, in line with its historical performance. The stock is off 20% from its peak of $100, amid concerns about more restrained military spending. Spencer sees the pullback as a buying opportunity, with the stock valued at less than 20 times earnings.</p><p><blockquote>“T. Rowe Price New Horizons 基金经理乔希-斯宾塞(Josh Spencer)说:”它已经建立了一种强大的、类似合作伙伴关系的文化,并有着长期的稳定增长记录。他认为博思艾伦有能力实现 9% 至 10% 的年收入增长,每年盈利增长 15% 至 16%,与其历史表现一致。由于担心军费开支受到更多限制,该股较 100 美元的峰值下跌了 20%。斯宾塞将此次回调视为买入机会,该股估值不到市盈率的 20 倍。</blockquote></p><p> J.B. Hunt Transport Services(JBHT) is a leader in intermodal freight, which involves the fuel-efficient movement of trucks over rail lines. It has been one of the most successful trucking companies. Its stock has risen 30-fold over the past 20 years, to a recent $173. “It has an incredible franchise,” says Henry Ellenbogen, chief investment officer at Durable Capital Partners and a member of the Barron’s Roundtable.</p><p><blockquote>J.B亨特运输服务公司(JBHT)是多式联运货运领域的领导者,多式联运货运涉及卡车在铁路线上的节能运输。它是最成功的卡车运输公司之一。过去 20 年里,其股价上涨了 30 倍,最近达到 173 美元。“Durable Capital Partners 首席投资官、《巴伦周刊》圆桌会议成员亨利-埃伦博根(Henry Ellenbogen)说:”它拥有令人难以置信的特许经营权。</blockquote></p><p> J.B. Hunt’s relationship with the Burlington Northern Santa Fe railroad gives it a strong position in intermodal freight, he notes. J.B. Hunt also has a growing business taking over the trucking operations of smaller companies. And it is involved in digital freight brokerage—matching truckers with shipping customers.</p><p><blockquote>J.B他指出,亨特与伯灵顿北圣达菲铁路公司(Burlington Northern Santa Fe railroad)的合作关系使其在多式联运货运领域占据了强大的地位。J.B亨特的业务也在不断增长,接管了小公司的卡车运输业务。它还涉足数字货运经纪业务——将卡车司机与航运客户进行匹配。</blockquote></p><p> Ellenbogen says the stock is reasonable at 22 times estimated 2022 profits, given a mid-teens annual growth outlook for earnings.</p><p><blockquote>Ellenbogen 表示,考虑到 2022 年盈利增长前景,该股 2022 年盈利预期的 22 倍是合理的。</blockquote></p><p> Marriott Vacations Worldwide(VAC) is one of the top companies in the timeshare industry. It has 700,000 owners, a resilient business model with significant revenue from fees, and more exposure than its peers to luxury properties in places including Hawaii and Orlando, Fla.</p><p><blockquote>万豪度假全球(VAC)是分时度假行业的顶级公司之一。它拥有 70 万业主,是一种有弹性的商业模式,拥有可观的费用收入,并且比同行更容易接触到夏威夷和佛罗里达州奥兰多等地的豪华房产。</blockquote></p><p> “It has the best customer base, with the highest spending and an impeccable balance sheet,” says David Baron, a manager of the Baron Focused Growth fund. Marriott Vacations, whose shares recently were trading around $145, should reinstate its dividend later this year, he adds.</p><p><blockquote>“Baron Focused Growth fund 的经理大卫-巴伦(David Baron)说:”它拥有最好的客户群、最高的支出和无可挑剔的资产负债表。他补充说,万豪度假公司的股价最近约为 145 美元,该公司应该会在今年晚些时候恢复股息。</blockquote></p><p> The shares, Baron argues, are cheap at a 11% free-cash-flow yield, based on 2022 estimates. He says that the stock, little changed since 2018, could produce 20% annual returns for shareholders in the coming years.</p><p><blockquote>巴伦认为,根据 2022 年的预测,这些股票的自由现金流收益率为 11%,价格便宜。他表示,该股自 2018 年以来几乎没有变化,未来几年可能会为股东带来 20% 的年回报。</blockquote></p><p> SiteOne Landscape Supply(SITE) is the country’s top supplier of landscaping products, with ample opportunity to expand, given that it has just a 13% market share in a highly fragmented industry.</p><p><blockquote>SiteOne Landscape Supply(SITE)是美国最大的园林绿化产品供应商,鉴于该公司在高度分散的行业中仅占 13% 的市场份额,因此具有充足的扩张机会。</blockquote></p><p> “It’s growing organically and has lots of acquisition opportunities,” says Columbia’s Cole, who considers the company to be capable of 10% to 15% annual revenue growth.</p><p><blockquote>“哥伦比亚大学的科尔说:”它正在有机增长,并有很多收购机会。</blockquote></p><p> The stock, around $197, has a rich valuation, trading for 43 times projected 2022 earnings of $4.54 a share.</p><p><blockquote>该股估值约为 197 美元,估值丰富,是 2022 年预计每股收益 4.54 美元的 43 倍。</blockquote></p><p> Staar Surgical(STAA) has developed an implantable lens to correct myopia (nearsightedness). That addresses a potentially huge market, given the rising global incidence of that vision problem. The company expects the lens, which has been available in Europe and Asia for at least five years, to be on the U.S. market in the fourth quarter, pending Food and Drug Administration approval.</p><p><blockquote>Staar Surgical(STAA)开发了一种可植入晶状体来矫正近视(近视)。鉴于视力问题在全球范围内的发病率不断上升,这解决了一个潜在的巨大市场。该公司预计,该镜头已在欧洲和亚洲上市至少五年,将于第四季度进入美国市场,等待美国食品和药物管理局的批准。</blockquote></p><p></p><p> “It could do substantial volumes,’’ says Doug Brodie, a global manager at Baillie Gifford. “It’s early in a journey and is largely devoid of competition.”</p><p><blockquote>“Baillie Gifford 全球经理道格-布罗迪(Doug Brodie)说:”它可以创造大量的销量。“它还处于起步阶段,基本上没有竞争。</blockquote></p><p> Lenses for both eyes can be implanted in less than an hour, and they don’t involve the removal of the natural lenses. The wholesale cost in the U.S. could be around $1,000 per lens.</p><p><blockquote>双眼晶状体可在不到一小时的时间内植入,而且不需要摘除天然晶状体。在美国,每个镜片的批发成本可能在1000美元左右。</blockquote></p><p> At a recent $138, Staar shares are richly valued at more than 20 times projected 2022 sales and 140 times estimated 2022 earnings. But the market opportunity is enormous: Some five billion people worldwide could have myopia by 2050.</p><p><blockquote>Staar 股价最近为 138 美元,估值很高,是 2022 年预计销售额的 20 多倍,是 2022 年预计收益的 140 倍。但市场机会是巨大的:到2050年,全球约有50亿人可能患有近视。</blockquote></p><p> Stitch Fix(SFIX) has developed a subscription service for clothing, shoes, and other accessories and boasts over four million customers.</p><p><blockquote>Stitch Fix(SFIX)开发了服装、鞋子和其他配饰的订阅服务,拥有超过400万客户。</blockquote></p><p> “This could be the Nordstrom of the future,” says Mario Cibelli, chief investment officer at Marathon Partners Equity Management, a Stitch Fix holder. “This a potentially huge market and nobody is addressing it in the same way.” Using a staff of 6,000 personal stylists and lots of data, Stitch Fix seeks to identify subscriber tastes to generate high satisfaction and limit returns on packages sent at intervals and determined by subscribers.</p><p><blockquote>“Stitch Fix 持有者 Marathon Partners Equity Management 的首席投资官 Mario Cibelli 说:”这可能是未来的 Nordstrom。“这是一个潜在的巨大市场,没有人以同样的方式解决这个问题”。Stitch Fix利用6,000名私人造型师和大量数据,试图识别订户的口味,以产生高满意度,并限制定期发送并由订户决定的包裹的回报。</blockquote></p><p> Its shares, around $44, are down 60% from their level earlier in the year, on investors’ worries about potential churn and the business’s ultimate profitability.</p><p><blockquote>由于投资者担心潜在的流失和公司的最终盈利能力,该公司的股价约为 44 美元,比年初的水平下跌了 60%。</blockquote></p><p> Yet Cibelli sees revenue growth of 20%-plus annually, opportunities outside its current U.S. and U.K. markets, and a potentially very profitable business in two to three years.</p><p><blockquote>然而,Cibelli 预计收入每年将增长 20% 以上,在当前美国和英国市场之外还有机会,并且在两到三年内将成为一项潜在的非常有利可图的业务。</blockquote></p><p> Trex(TREX) is the top producer of a high-end wood alternative for decks that comes from 95% recycled material, making it an eco-friendly housing play. The shares, at $105, trade for 43 times projected 2022 earnings.</p><p><blockquote>Trex(TREX)是高端木质甲板替代品的顶级生产商,该甲板由95%的回收材料制成,是一种环保的住宅。该股股价为 105 美元,是 2022 年预期市盈率的 43 倍。</blockquote></p><p> T. Rowe Price’s Spencer views Trex as worth the price, based on his view that it can generate sustainable annual revenue growth of 15% to 20%. Earnings are expected to climb by about 20% in 2022 and at a similar pace in the following years. “If you roll the clock forward three years, it doesn’t look as expensive,” he says.</p><p><blockquote>T. Rowe Price 的 Spencer 认为 Trex 物有所值,因为他认为 Trex 可以实现 15% 至 20% 的可持续年收入增长。预计 2022 年盈利将增长约 20%,并在随后几年以类似的速度增长。“他说:”如果把时钟拨快三年,看起来就不会那么贵了。</blockquote></p><p> Upwork(UPWK), an online marketplace for freelance workers, is favored by Baillie Gifford’s Brodie, who says it offers a play on the greater acceptance of freelancers by businesses.</p><p><blockquote>Upwork(UPWK)是一个面向自由职业者的在线市场,受到了 Baillie Gifford 的 Brodie 的青睐,他说它能提高企业对自由职业者的接受度。</blockquote></p><p> The shares, recently around $44, aren’t cheap. Upwork is valued at $5.7 billion, or more than 10 times this year’s projected sales of nearly $500 million. It operates at a slight loss.</p><p><blockquote>最近股价在 44 美元左右,并不便宜。Upwork 的估值为 57 亿美元,是今年近 5 亿美元预计销售额的 10 倍多。它的运营略有亏损。</blockquote></p><p> The investment case is about rapid sales growth leading to ample earnings. Sales are expected to rise by 30%-plus this year and 25% for 2022.</p><p><blockquote>投资案例是关于销售快速增长带来丰厚收益。预计今年销售额将增长 30% 以上,2022 年将增长 25%。</blockquote></p><p> “Freelancers are more accepted by small to midsize business, but they’ve been frowned on by the HR departments at large businesses,” Brodie says. Upwork aims to change that perception by vetting its freelancers and by offering thousands of skill sets. “Upwork could become a trusted partner for an increasing number of enterprise-grade partners,” he says.</p><p><blockquote>“布罗迪说:”中小型企业更容易接受自由职业者,但大型企业的人力资源部门却对自由职业者嗤之以鼻。Upwork旨在通过审查其自由职业者和提供数千套技能来改变这种看法。“他说:”Upwork 可以成为越来越多企业级合作伙伴值得信赖的合作伙伴。</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>These 10 Standout Stocks Could Be the Next Amazon<blockquote>这 10 只杰出股票可能成为下一个亚马逊</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThese 10 Standout Stocks Could Be the Next Amazon<blockquote>这 10 只杰出股票可能成为下一个亚马逊</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-08-15 11:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p>One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors looking for the next Amazon.com, Costco Wholesale, Nike, or Visa seek to identify companies capable of generating double-digit compound growth in revenue and earnings—preferably both—for years to come.</p><p><blockquote>当今投资中最流行的流行语之一是 “复利者 ”。寻找下一个亚马逊、Costco Wholesale、Nike 或 Visa 的成长型投资者寻求确定能够在未来几年实现收入和盈利两位数复合增长的公司(最好是两者兼而有之)。</blockquote></p><p> The idea is that stock prices should compound in line with revenue and profits, enabling investors to generate high returns over a holding period of five to 10 years. The ultimate goal is to find the elusive “10 bagger”—a stock that returns 10 times what you paid for it.</p><p><blockquote>这个想法是,股票价格应该与收入和利润保持一致,使投资者能够在5到10年的持有期内产生高回报。最终目标是找到难以捉摸的 “10 bagger”--回报率是你购买价格 10 倍的股票。</blockquote></p><p> Wall Street analyst notes and client letters from investment pros are replete with compounder references. Many of the next generation of value managers, identified in a <i>Barron’s</i> cover story in May, are seeking such shares, rather than the traditional value fare of cheap stocks.</p><p><blockquote>华尔街分析师的笔记和投资专业人士的客户信中充满了复合器的参考资料。许多下一代价值经理,在<i>巴伦</i>五月份的封面故事,正在寻求此类股票,而不是廉价股票的传统价值。</blockquote></p><p> Their search has become more challenging, because buyers are paying lofty prices for high-growth stories. Really big winners are scarce. Only about 35 companies in each of a long series of 10-year periods have compounded their stock prices at 20% or more annually, resulting in at least a sixfold increase, according to Durable Capital Partners.</p><p><blockquote>他们的搜索变得更具挑战性,因为买家正在为高增长的故事支付高价。真正的大赢家很少。根据 Durable Capital Partners 的数据,在 10 年的漫长系列中,只有大约 35 家公司的股价每年复合上涨 20% 或更多,导致至少增长了六倍。</blockquote></p><p> Many investors are happy to stick with large, well-known compounders, such as Alphabet(ticker: GOOGL),Mastercard(MA),UnitedHealth Group(UNH), and Eli Lilly(LLY).</p><p><blockquote>许多投资者很乐意坚持使用大型知名复合商,例如Alphabet(股票代码:GOOGL)、万事达卡(MA)、联合健康集团(UNH)和礼来公司(LLY)。</blockquote></p><p> <i>Barron’s</i> sought to identify smaller candidates. We talked to investment managers and came up with an eclectic list of 10 stocks, most with market values under $10 billion. Here are the selections, in alphabetical order:</p><p><blockquote><i>巴伦</i>试图确定较小的候选人。我们与投资经理进行了交谈,列出了一份包含 10 只股票的兼收并蓄的名单,其中大多数市值低于 100 亿美元。以下是按字母顺序排列的选择:</blockquote></p><p> Strong and Steady Wins the RaceHere are 10 stocks that growth investors have identified as being able to generate consistently high growth in revenues or profits for many years.</p><p><blockquote>强劲而稳定的胜利 以下是成长型投资者认为能够多年来持续实现收入或利润高增长的 10 只股票。</blockquote></p><p> <table> <thead> <tr> <th>Company / Ticker</th> <th>Recent Price</th> <th>YTD Change</th> <th>2021E P/E</th> <th>2021E Price/Sales</th> <th>2022E P/E</th> <th>2022E Price/Sales</th> <th>LT Growth Rate*</th> <th>Market Value (bil)</th> <th>Comment</th> </tr> </thead> <tbody> <tr> <td>Amedysis / AMED</td> <td>$185.15</td> <td>-37%</td> <td>30.2</td> <td>2.7</td> <td>27.7</td> <td>2.4</td> <td>10.5%</td> <td>$6.3</td> <td>Leader in home health care</td> </tr> <tr> <td>Amyris / AMRS</td> <td>13.64</td> <td>121</td> <td>NM</td> <td>10.4</td> <td>NM</td> <td>9.7</td> <td>NA</td> <td>4.1</td> <td>Leading company in synthetic biology</td> </tr> <tr> <td>Booz Allen Hamilton Holding / BAH</td> <td>81.73</td> <td>-6</td> <td>19.4</td> <td>1.3</td> <td>17.7</td> <td>1.2</td> <td>8.6</td> <td>11.0</td> <td>Defense-department consultant</td> </tr> <tr> <td>J.B. Hunt Transport Services / JBHT</td> <td>172.76</td> <td>26</td> <td>25.8</td> <td>1.5</td> <td>22.2</td> <td>1.4</td> <td>18.4</td> <td>18.2</td> <td>Strong in intermodal freight</td> </tr> <tr> <td>Marriott Vacations Worldwide / VAC</td> <td>147.15</td> <td>7</td> <td>40.9</td> <td>1.6</td> <td>15.7</td> <td>1.4</td> <td>NA</td> <td>6.3</td> <td>Top company in vacation timeshares</td> </tr> <tr> <td>SiteOne Landscape Supply / SITE</td> <td>197.10</td> <td>24</td> <td>45.7</td> <td>2.6</td> <td>43.5</td> <td>2.5</td> <td>19.3</td> <td>8.8</td> <td>Big supplier of landscaping supplies</td> </tr> <tr> <td>Staar Surgical / STAA</td> <td>138.19</td> <td>74</td> <td>192.3</td> <td>28.6</td> <td>140.8</td> <td>22.5</td> <td>30.0</td> <td>6.6</td> <td>Maker of implantable lens for myopia</td> </tr> <tr> <td>Stitch Fix / SFIX</td> <td>44.38</td> <td>-24</td> <td>NM</td> <td>1.9</td> <td>1890.3</td> <td>1.7</td> <td>30.0</td> <td>4.8</td> <td>Data-driven subscription clothing firm</td> </tr> <tr> <td>Trex / TREX</td> <td>105.94</td> <td>27</td> <td>51.9</td> <td>10.5</td> <td>43.6</td> <td>9.3</td> <td>18.8</td> <td>12.2</td> <td>Top maker of synthetic wood decking</td> </tr> <tr> <td>Upwork / UPWK</td> <td>44.31</td> <td>28</td> <td>NM</td> <td>11.4</td> <td>556.8</td> <td>9.2</td> <td>NA</td> <td>5.7</td> <td>Online clearinghouse for free-lancers</td> </tr> </tbody> </table> E=Estimate. BAH estimates are for fiscal years ending March 2022 and March 23. SFIX estimates are for fiscal years ending July 2022 and July 2023. NM=Not Meaningful. NA=Not Available. *The annual EPS growth the company can sustain over the next 3-5 years.</p><p><blockquote><table><thead><tr><th>公司/股票代码</th><th>近期价格</th><th>年初至今变化</th><th>2021年市盈率</th><th>2021年价格/销售额</th><th>2022年市盈率</th><th>2022年价格/销售额</th><th>LT增长率*</th><th>市值(bil)</th><th>评论</th></tr></thead><tbody><tr><td>阿梅迪西斯/阿梅德</td><td>$185.15</td><td>-37%</td><td>30.2</td><td>2.7</td><td>27.7</td><td>2.4</td><td>10.5%</td><td>$6.3</td><td>家庭医疗保健领域的领导者</td></tr><tr><td>阿米里斯/AMRS</td><td>13.64</td><td>121</td><td>纳米</td><td>10.4</td><td>纳米</td><td>9.7</td><td>纳</td><td>4.1</td><td>合成生物学领先公司</td></tr><tr><td>博思艾伦汉密尔顿控股 / BAH</td><td>81.73</td><td>-6</td><td>19.4</td><td>1.3</td><td>17.7</td><td>1.2</td><td>8.6</td><td>11.0</td><td>国防部顾问</td></tr><tr><td>J.B亨特运输服务 / JBHT</td><td>172.76</td><td>26</td><td>25.8</td><td>1.5</td><td>22.2</td><td>1.4</td><td>18.4</td><td>18.2</td><td>擅长多式联运</td></tr><tr><td>万豪度假全球/VAC</td><td>147.15</td><td>7</td><td>40.9</td><td>1.6</td><td>15.7</td><td>1.4</td><td>纳</td><td>6.3</td><td>度假分时度假领域的顶级公司</td></tr><tr><td>SiteOne景观供应/场地</td><td>197.10</td><td>24</td><td>45.7</td><td>2.6</td><td>43.5</td><td>2.5</td><td>19.3</td><td>8.8</td><td>大型园林绿化用品供应商</td></tr><tr><td>外科凝视/凝视</td><td>138.19</td><td>74</td><td>192.3</td><td>28.6</td><td>140.8</td><td>22.5</td><td>30.0</td><td>6.6</td><td>近视植入式镜片制造商</td></tr><tr><td>缝合固定/固定</td><td>44.38</td><td>-24</td><td>纳米</td><td>1.9</td><td>1890.3</td><td>1.7</td><td>30.0</td><td>4.8</td><td>数据驱动订阅服装公司</td></tr><tr><td>Trex / Trex</td><td>105.94</td><td>27</td><td>51.9</td><td>10.5</td><td>43.6</td><td>9.3</td><td>18.8</td><td>12.2</td><td>合成木地板的顶级制造商</td></tr><tr><td>Upwork / UPWK</td><td>44.31</td><td>28</td><td>纳米</td><td>11.4</td><td>556.8</td><td>9.2</td><td>纳</td><td>5.7</td><td>自由职业者在线信息交换所</td></tr></tbody></table>E=估计值。BAH的估计是针对截至2022年3月和3月23日的财年。SFIX 的估计适用于截至 2022 年 7 月和 2023 年 7 月的财年。NM=无意义。NA=不可用。*公司未来3-5年可维持的每年每股收益增长。</blockquote></p><p> Source: FactSet</p><p><blockquote>来源:FactSet</blockquote></p><p> Amedisys(AMED), a provider of home healthcare and hospice services, has a national footprint in a still-fragmented business.</p><p><blockquote>Amedisys (AMED) 是一家家庭医疗保健和临终关怀服务提供商,业务仍然分散,业务遍及全国。</blockquote></p><p></p><p> “There is going to be massive consolidation of the industry” predicts Dan Cole, a manager of the Columbia Small-Cap Growth fund. “Healthcare is moving to the home.”</p><p><blockquote>“哥伦比亚小盘股成长基金经理丹-科尔预测说:”该行业将进行大规模整合。“医疗保健正在向家庭转移”。</blockquote></p><p> Amedisys stock is up more than tenfold in the past decade. But the shares, around $185, are off nearly 30% after the company recently cut 2021 financial guidance, citing Covid-related staffing and cost issues, mostly in acquired hospice operations. The 2021 earnings estimate is now $6.13 a share, down from nearly $7. The stock trades for 30 times projected 2021 profits. Cole says that the company remains capable of generating 10% annual gains in earnings per share.</p><p><blockquote>Amedisys 股价在过去十年中上涨了十倍以上。但该公司最近以与新冠疫情相关的人员配备和成本问题(主要是收购的临终关怀业务)为由,削减了 2021 年财务指引,股价约为 185 美元,下跌了近 30%。2021 年盈利预期目前为每股 6.13 美元,低于近 7 美元。该股的交易价格是2021年预计利润的30倍。科尔表示,该公司仍然有能力每年实现 10% 的每股收益增长。</blockquote></p><p> Amyris(AMRS) is a leader in synthetic biology. It fans say its opportunity is to supplant, in an eco-friendly way, a range of products now made from petrochemicals, animals, and plants.</p><p><blockquote>Amyris(AMRS)是合成生物学领域的领导者。It 粉丝表示,它的机会是以环保的方式取代目前由石化产品、动物和植物制成的一系列产品。</blockquote></p><p> Using genetically re-engineered yeast and sugar cane, Amyris produces such things as squalane, a high-end moisturizer formerly made from shark livers; vanillin, the flavoring for vanilla; and a no-calorie sweetener normally derived from plants. The stock trades around $13.</p><p><blockquote>使用基因改造的酵母和甘蔗,Amyris生产角鲨烷等物质,角鲨烷是一种以前由鲨鱼肝制成的高端保湿剂;香草醛,香草的调味料;以及通常来源于植物的无热量甜味剂。该股交易价格约为 13 美元。</blockquote></p><p> <i>Barron’s</i> wrote favorably on the company in July. Amyris sees sales reaching $2 billion by 2025, up from an estimated $400 million this year, driven by its consumer brands.</p><p><blockquote><i>巴伦</i>七月份对该公司的评价很高。在消费品牌的推动下,Amyris 预计到 2025 年销售额将达到 20 亿美元,高于今年的 4 亿美元。</blockquote></p><p> “The world needs clean chemistry, and Amyris is the point on the spear to create it,” says Randy Baron, a portfolio manager at Pinnacle Associates, which owns Amyris shares. He thinks they could hit $75 by the end of 2022.</p><p><blockquote>“拥有 Amyris 股票的 Pinnacle Associates 公司的投资组合经理兰迪-巴伦(Randy Baron)说:”世界需要清洁化学,而 Amyris 正是创造清洁化学的关键。他认为到 2022 年底,它们的价格可能会达到 75 美元。</blockquote></p><p> Booz Allen Hamilton Holding(BAH) is an important consultant to the Defense Department and other agencies. The U.S. government accounted for 97% of its revenue in its latest fiscal year. Booz Allen has built robust ties to the government over the years by providing an array of services, like cybersecurity. Its stock trades around $81, for a 1.8% yield.</p><p><blockquote>博思艾伦汉密尔顿控股公司(BAH)是国防部和其他机构的重要顾问。美国政府在最近一个财政年度占其收入的97%。多年来,博思艾伦通过提供网络安全等一系列服务,与政府建立了牢固的联系。其股票交易价格约为 81 美元,收益率为 1.8%。</blockquote></p><p> “It has built a strong, partnership-like culture and has a long record of steady growth,” says Josh Spencer, manager of the T. Rowe Price New Horizons fund. He sees Booz Allen as capable of generating 9% to 10% annual growth in revenue and yearly gains of 15% to 16% in earnings, in line with its historical performance. The stock is off 20% from its peak of $100, amid concerns about more restrained military spending. Spencer sees the pullback as a buying opportunity, with the stock valued at less than 20 times earnings.</p><p><blockquote>“T. Rowe Price New Horizons 基金经理乔希-斯宾塞(Josh Spencer)说:”它已经建立了一种强大的、类似合作伙伴关系的文化,并有着长期的稳定增长记录。他认为博思艾伦有能力实现 9% 至 10% 的年收入增长,每年盈利增长 15% 至 16%,与其历史表现一致。由于担心军费开支受到更多限制,该股较 100 美元的峰值下跌了 20%。斯宾塞将此次回调视为买入机会,该股估值不到市盈率的 20 倍。</blockquote></p><p> J.B. Hunt Transport Services(JBHT) is a leader in intermodal freight, which involves the fuel-efficient movement of trucks over rail lines. It has been one of the most successful trucking companies. Its stock has risen 30-fold over the past 20 years, to a recent $173. “It has an incredible franchise,” says Henry Ellenbogen, chief investment officer at Durable Capital Partners and a member of the Barron’s Roundtable.</p><p><blockquote>J.B亨特运输服务公司(JBHT)是多式联运货运领域的领导者,多式联运货运涉及卡车在铁路线上的节能运输。它是最成功的卡车运输公司之一。过去 20 年里,其股价上涨了 30 倍,最近达到 173 美元。“Durable Capital Partners 首席投资官、《巴伦周刊》圆桌会议成员亨利-埃伦博根(Henry Ellenbogen)说:”它拥有令人难以置信的特许经营权。</blockquote></p><p> J.B. Hunt’s relationship with the Burlington Northern Santa Fe railroad gives it a strong position in intermodal freight, he notes. J.B. Hunt also has a growing business taking over the trucking operations of smaller companies. And it is involved in digital freight brokerage—matching truckers with shipping customers.</p><p><blockquote>J.B他指出,亨特与伯灵顿北圣达菲铁路公司(Burlington Northern Santa Fe railroad)的合作关系使其在多式联运货运领域占据了强大的地位。J.B亨特的业务也在不断增长,接管了小公司的卡车运输业务。它还涉足数字货运经纪业务——将卡车司机与航运客户进行匹配。</blockquote></p><p> Ellenbogen says the stock is reasonable at 22 times estimated 2022 profits, given a mid-teens annual growth outlook for earnings.</p><p><blockquote>Ellenbogen 表示,考虑到 2022 年盈利增长前景,该股 2022 年盈利预期的 22 倍是合理的。</blockquote></p><p> Marriott Vacations Worldwide(VAC) is one of the top companies in the timeshare industry. It has 700,000 owners, a resilient business model with significant revenue from fees, and more exposure than its peers to luxury properties in places including Hawaii and Orlando, Fla.</p><p><blockquote>万豪度假全球(VAC)是分时度假行业的顶级公司之一。它拥有 70 万业主,是一种有弹性的商业模式,拥有可观的费用收入,并且比同行更容易接触到夏威夷和佛罗里达州奥兰多等地的豪华房产。</blockquote></p><p> “It has the best customer base, with the highest spending and an impeccable balance sheet,” says David Baron, a manager of the Baron Focused Growth fund. Marriott Vacations, whose shares recently were trading around $145, should reinstate its dividend later this year, he adds.</p><p><blockquote>“Baron Focused Growth fund 的经理大卫-巴伦(David Baron)说:”它拥有最好的客户群、最高的支出和无可挑剔的资产负债表。他补充说,万豪度假公司的股价最近约为 145 美元,该公司应该会在今年晚些时候恢复股息。</blockquote></p><p> The shares, Baron argues, are cheap at a 11% free-cash-flow yield, based on 2022 estimates. He says that the stock, little changed since 2018, could produce 20% annual returns for shareholders in the coming years.</p><p><blockquote>巴伦认为,根据 2022 年的预测,这些股票的自由现金流收益率为 11%,价格便宜。他表示,该股自 2018 年以来几乎没有变化,未来几年可能会为股东带来 20% 的年回报。</blockquote></p><p> SiteOne Landscape Supply(SITE) is the country’s top supplier of landscaping products, with ample opportunity to expand, given that it has just a 13% market share in a highly fragmented industry.</p><p><blockquote>SiteOne Landscape Supply(SITE)是美国最大的园林绿化产品供应商,鉴于该公司在高度分散的行业中仅占 13% 的市场份额,因此具有充足的扩张机会。</blockquote></p><p> “It’s growing organically and has lots of acquisition opportunities,” says Columbia’s Cole, who considers the company to be capable of 10% to 15% annual revenue growth.</p><p><blockquote>“哥伦比亚大学的科尔说:”它正在有机增长,并有很多收购机会。</blockquote></p><p> The stock, around $197, has a rich valuation, trading for 43 times projected 2022 earnings of $4.54 a share.</p><p><blockquote>该股估值约为 197 美元,估值丰富,是 2022 年预计每股收益 4.54 美元的 43 倍。</blockquote></p><p> Staar Surgical(STAA) has developed an implantable lens to correct myopia (nearsightedness). That addresses a potentially huge market, given the rising global incidence of that vision problem. The company expects the lens, which has been available in Europe and Asia for at least five years, to be on the U.S. market in the fourth quarter, pending Food and Drug Administration approval.</p><p><blockquote>Staar Surgical(STAA)开发了一种可植入晶状体来矫正近视(近视)。鉴于视力问题在全球范围内的发病率不断上升,这解决了一个潜在的巨大市场。该公司预计,该镜头已在欧洲和亚洲上市至少五年,将于第四季度进入美国市场,等待美国食品和药物管理局的批准。</blockquote></p><p></p><p> “It could do substantial volumes,’’ says Doug Brodie, a global manager at Baillie Gifford. “It’s early in a journey and is largely devoid of competition.”</p><p><blockquote>“Baillie Gifford 全球经理道格-布罗迪(Doug Brodie)说:”它可以创造大量的销量。“它还处于起步阶段,基本上没有竞争。</blockquote></p><p> Lenses for both eyes can be implanted in less than an hour, and they don’t involve the removal of the natural lenses. The wholesale cost in the U.S. could be around $1,000 per lens.</p><p><blockquote>双眼晶状体可在不到一小时的时间内植入,而且不需要摘除天然晶状体。在美国,每个镜片的批发成本可能在1000美元左右。</blockquote></p><p> At a recent $138, Staar shares are richly valued at more than 20 times projected 2022 sales and 140 times estimated 2022 earnings. But the market opportunity is enormous: Some five billion people worldwide could have myopia by 2050.</p><p><blockquote>Staar 股价最近为 138 美元,估值很高,是 2022 年预计销售额的 20 多倍,是 2022 年预计收益的 140 倍。但市场机会是巨大的:到2050年,全球约有50亿人可能患有近视。</blockquote></p><p> Stitch Fix(SFIX) has developed a subscription service for clothing, shoes, and other accessories and boasts over four million customers.</p><p><blockquote>Stitch Fix(SFIX)开发了服装、鞋子和其他配饰的订阅服务,拥有超过400万客户。</blockquote></p><p> “This could be the Nordstrom of the future,” says Mario Cibelli, chief investment officer at Marathon Partners Equity Management, a Stitch Fix holder. “This a potentially huge market and nobody is addressing it in the same way.” Using a staff of 6,000 personal stylists and lots of data, Stitch Fix seeks to identify subscriber tastes to generate high satisfaction and limit returns on packages sent at intervals and determined by subscribers.</p><p><blockquote>“Stitch Fix 持有者 Marathon Partners Equity Management 的首席投资官 Mario Cibelli 说:”这可能是未来的 Nordstrom。“这是一个潜在的巨大市场,没有人以同样的方式解决这个问题”。Stitch Fix利用6,000名私人造型师和大量数据,试图识别订户的口味,以产生高满意度,并限制定期发送并由订户决定的包裹的回报。</blockquote></p><p> Its shares, around $44, are down 60% from their level earlier in the year, on investors’ worries about potential churn and the business’s ultimate profitability.</p><p><blockquote>由于投资者担心潜在的流失和公司的最终盈利能力,该公司的股价约为 44 美元,比年初的水平下跌了 60%。</blockquote></p><p> Yet Cibelli sees revenue growth of 20%-plus annually, opportunities outside its current U.S. and U.K. markets, and a potentially very profitable business in two to three years.</p><p><blockquote>然而,Cibelli 预计收入每年将增长 20% 以上,在当前美国和英国市场之外还有机会,并且在两到三年内将成为一项潜在的非常有利可图的业务。</blockquote></p><p> Trex(TREX) is the top producer of a high-end wood alternative for decks that comes from 95% recycled material, making it an eco-friendly housing play. The shares, at $105, trade for 43 times projected 2022 earnings.</p><p><blockquote>Trex(TREX)是高端木质甲板替代品的顶级生产商,该甲板由95%的回收材料制成,是一种环保的住宅。该股股价为 105 美元,是 2022 年预期市盈率的 43 倍。</blockquote></p><p> T. Rowe Price’s Spencer views Trex as worth the price, based on his view that it can generate sustainable annual revenue growth of 15% to 20%. Earnings are expected to climb by about 20% in 2022 and at a similar pace in the following years. “If you roll the clock forward three years, it doesn’t look as expensive,” he says.</p><p><blockquote>T. Rowe Price 的 Spencer 认为 Trex 物有所值,因为他认为 Trex 可以实现 15% 至 20% 的可持续年收入增长。预计 2022 年盈利将增长约 20%,并在随后几年以类似的速度增长。“他说:”如果把时钟拨快三年,看起来就不会那么贵了。</blockquote></p><p> Upwork(UPWK), an online marketplace for freelance workers, is favored by Baillie Gifford’s Brodie, who says it offers a play on the greater acceptance of freelancers by businesses.</p><p><blockquote>Upwork(UPWK)是一个面向自由职业者的在线市场,受到了 Baillie Gifford 的 Brodie 的青睐,他说它能提高企业对自由职业者的接受度。</blockquote></p><p> The shares, recently around $44, aren’t cheap. Upwork is valued at $5.7 billion, or more than 10 times this year’s projected sales of nearly $500 million. It operates at a slight loss.</p><p><blockquote>最近股价在 44 美元左右,并不便宜。Upwork 的估值为 57 亿美元,是今年近 5 亿美元预计销售额的 10 倍多。它的运营略有亏损。</blockquote></p><p> The investment case is about rapid sales growth leading to ample earnings. Sales are expected to rise by 30%-plus this year and 25% for 2022.</p><p><blockquote>投资案例是关于销售快速增长带来丰厚收益。预计今年销售额将增长 30% 以上,2022 年将增长 25%。</blockquote></p><p> “Freelancers are more accepted by small to midsize business, but they’ve been frowned on by the HR departments at large businesses,” Brodie says. Upwork aims to change that perception by vetting its freelancers and by offering thousands of skill sets. “Upwork could become a trusted partner for an increasing number of enterprise-grade partners,” he says.</p><p><blockquote>“布罗迪说:”中小型企业更容易接受自由职业者,但大型企业的人力资源部门却对自由职业者嗤之以鼻。Upwork旨在通过审查其自由职业者和提供数千套技能来改变这种看法。“他说:”Upwork 可以成为越来越多企业级合作伙伴值得信赖的合作伙伴。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/stocks-potential-compounder-growth-51628888840?mod=hp_LEADSUPP_2\">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":{"UPWK":"Upwork Inc.","SITE":"SiteOne Landscape Supply, Inc.","AMED":"阿米斯医疗","TREX":"Trex Co Inc","JBHT":"JB Hunt运输服务","STAA":"STAAR Surgical Company","VAC":"万豪度假环球","BAH":"博思艾伦咨询公司","AMRS":"阿米瑞斯","SFIX":"Stitch Fix Inc."},"source_url":"https://www.barrons.com/articles/stocks-potential-compounder-growth-51628888840?mod=hp_LEADSUPP_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127633167","content_text":"One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors looking for the next Amazon.com, Costco Wholesale, Nike, or Visa seek to identify companies capable of generating double-digit compound growth in revenue and earnings—preferably both—for years to come.\nThe idea is that stock prices should compound in line with revenue and profits, enabling investors to generate high returns over a holding period of five to 10 years. The ultimate goal is to find the elusive “10 bagger”—a stock that returns 10 times what you paid for it.\nWall Street analyst notes and client letters from investment pros are replete with compounder references. Many of the next generation of value managers, identified in a Barron’s cover story in May, are seeking such shares, rather than the traditional value fare of cheap stocks.\nTheir search has become more challenging, because buyers are paying lofty prices for high-growth stories. Really big winners are scarce. Only about 35 companies in each of a long series of 10-year periods have compounded their stock prices at 20% or more annually, resulting in at least a sixfold increase, according to Durable Capital Partners.\nMany investors are happy to stick with large, well-known compounders, such as Alphabet(ticker: GOOGL),Mastercard(MA),UnitedHealth Group(UNH), and Eli Lilly(LLY).\nBarron’s sought to identify smaller candidates. We talked to investment managers and came up with an eclectic list of 10 stocks, most with market values under $10 billion. Here are the selections, in alphabetical order:\nStrong and Steady Wins the RaceHere are 10 stocks that growth investors have identified as being able to generate consistently high growth in revenues or profits for many years.\n\n\n\nCompany / Ticker\nRecent Price\nYTD Change\n2021E P/E\n2021E Price/Sales\n2022E P/E\n2022E Price/Sales\nLT Growth Rate*\nMarket Value (bil)\nComment\n\n\n\n\nAmedysis / AMED\n$185.15\n-37%\n30.2\n2.7\n27.7\n2.4\n10.5%\n$6.3\nLeader in home health care\n\n\nAmyris / AMRS\n13.64\n121\nNM\n10.4\nNM\n9.7\nNA\n4.1\nLeading company in synthetic biology\n\n\nBooz Allen Hamilton Holding / BAH\n81.73\n-6\n19.4\n1.3\n17.7\n1.2\n8.6\n11.0\nDefense-department consultant\n\n\nJ.B. Hunt Transport Services / JBHT\n172.76\n26\n25.8\n1.5\n22.2\n1.4\n18.4\n18.2\nStrong in intermodal freight\n\n\nMarriott Vacations Worldwide / VAC\n147.15\n7\n40.9\n1.6\n15.7\n1.4\nNA\n6.3\nTop company in vacation timeshares\n\n\nSiteOne Landscape Supply / SITE\n197.10\n24\n45.7\n2.6\n43.5\n2.5\n19.3\n8.8\nBig supplier of landscaping supplies\n\n\nStaar Surgical / STAA\n138.19\n74\n192.3\n28.6\n140.8\n22.5\n30.0\n6.6\nMaker of implantable lens for myopia\n\n\nStitch Fix / SFIX\n44.38\n-24\nNM\n1.9\n1890.3\n1.7\n30.0\n4.8\nData-driven subscription clothing firm\n\n\nTrex / TREX\n105.94\n27\n51.9\n10.5\n43.6\n9.3\n18.8\n12.2\nTop maker of synthetic wood decking\n\n\nUpwork / UPWK\n44.31\n28\nNM\n11.4\n556.8\n9.2\nNA\n5.7\nOnline clearinghouse for free-lancers\n\n\n\nE=Estimate. BAH estimates are for fiscal years ending March 2022 and March 23. SFIX estimates are for fiscal years ending July 2022 and July 2023. NM=Not Meaningful. NA=Not Available. *The annual EPS growth the company can sustain over the next 3-5 years.\nSource: FactSet\nAmedisys(AMED), a provider of home healthcare and hospice services, has a national footprint in a still-fragmented business.\n“There is going to be massive consolidation of the industry” predicts Dan Cole, a manager of the Columbia Small-Cap Growth fund. “Healthcare is moving to the home.”\nAmedisys stock is up more than tenfold in the past decade. But the shares, around $185, are off nearly 30% after the company recently cut 2021 financial guidance, citing Covid-related staffing and cost issues, mostly in acquired hospice operations. The 2021 earnings estimate is now $6.13 a share, down from nearly $7. The stock trades for 30 times projected 2021 profits. Cole says that the company remains capable of generating 10% annual gains in earnings per share.\nAmyris(AMRS) is a leader in synthetic biology. It fans say its opportunity is to supplant, in an eco-friendly way, a range of products now made from petrochemicals, animals, and plants.\nUsing genetically re-engineered yeast and sugar cane, Amyris produces such things as squalane, a high-end moisturizer formerly made from shark livers; vanillin, the flavoring for vanilla; and a no-calorie sweetener normally derived from plants. The stock trades around $13.\nBarron’s wrote favorably on the company in July. Amyris sees sales reaching $2 billion by 2025, up from an estimated $400 million this year, driven by its consumer brands.\n“The world needs clean chemistry, and Amyris is the point on the spear to create it,” says Randy Baron, a portfolio manager at Pinnacle Associates, which owns Amyris shares. He thinks they could hit $75 by the end of 2022.\nBooz Allen Hamilton Holding(BAH) is an important consultant to the Defense Department and other agencies. The U.S. government accounted for 97% of its revenue in its latest fiscal year. Booz Allen has built robust ties to the government over the years by providing an array of services, like cybersecurity. Its stock trades around $81, for a 1.8% yield.\n“It has built a strong, partnership-like culture and has a long record of steady growth,” says Josh Spencer, manager of the T. Rowe Price New Horizons fund. He sees Booz Allen as capable of generating 9% to 10% annual growth in revenue and yearly gains of 15% to 16% in earnings, in line with its historical performance. The stock is off 20% from its peak of $100, amid concerns about more restrained military spending. Spencer sees the pullback as a buying opportunity, with the stock valued at less than 20 times earnings.\nJ.B. Hunt Transport Services(JBHT) is a leader in intermodal freight, which involves the fuel-efficient movement of trucks over rail lines. It has been one of the most successful trucking companies. Its stock has risen 30-fold over the past 20 years, to a recent $173. “It has an incredible franchise,” says Henry Ellenbogen, chief investment officer at Durable Capital Partners and a member of the Barron’s Roundtable.\nJ.B. Hunt’s relationship with the Burlington Northern Santa Fe railroad gives it a strong position in intermodal freight, he notes. J.B. Hunt also has a growing business taking over the trucking operations of smaller companies. And it is involved in digital freight brokerage—matching truckers with shipping customers.\nEllenbogen says the stock is reasonable at 22 times estimated 2022 profits, given a mid-teens annual growth outlook for earnings.\nMarriott Vacations Worldwide(VAC) is one of the top companies in the timeshare industry. It has 700,000 owners, a resilient business model with significant revenue from fees, and more exposure than its peers to luxury properties in places including Hawaii and Orlando, Fla.\n“It has the best customer base, with the highest spending and an impeccable balance sheet,” says David Baron, a manager of the Baron Focused Growth fund. Marriott Vacations, whose shares recently were trading around $145, should reinstate its dividend later this year, he adds.\nThe shares, Baron argues, are cheap at a 11% free-cash-flow yield, based on 2022 estimates. He says that the stock, little changed since 2018, could produce 20% annual returns for shareholders in the coming years.\nSiteOne Landscape Supply(SITE) is the country’s top supplier of landscaping products, with ample opportunity to expand, given that it has just a 13% market share in a highly fragmented industry.\n\n“It’s growing organically and has lots of acquisition opportunities,” says Columbia’s Cole, who considers the company to be capable of 10% to 15% annual revenue growth.\nThe stock, around $197, has a rich valuation, trading for 43 times projected 2022 earnings of $4.54 a share.\nStaar Surgical(STAA) has developed an implantable lens to correct myopia (nearsightedness). That addresses a potentially huge market, given the rising global incidence of that vision problem. The company expects the lens, which has been available in Europe and Asia for at least five years, to be on the U.S. market in the fourth quarter, pending Food and Drug Administration approval.\n“It could do substantial volumes,’’ says Doug Brodie, a global manager at Baillie Gifford. “It’s early in a journey and is largely devoid of competition.”\nLenses for both eyes can be implanted in less than an hour, and they don’t involve the removal of the natural lenses. The wholesale cost in the U.S. could be around $1,000 per lens.\nAt a recent $138, Staar shares are richly valued at more than 20 times projected 2022 sales and 140 times estimated 2022 earnings. But the market opportunity is enormous: Some five billion people worldwide could have myopia by 2050.\nStitch Fix(SFIX) has developed a subscription service for clothing, shoes, and other accessories and boasts over four million customers.\n“This could be the Nordstrom of the future,” says Mario Cibelli, chief investment officer at Marathon Partners Equity Management, a Stitch Fix holder. “This a potentially huge market and nobody is addressing it in the same way.” Using a staff of 6,000 personal stylists and lots of data, Stitch Fix seeks to identify subscriber tastes to generate high satisfaction and limit returns on packages sent at intervals and determined by subscribers.\nIts shares, around $44, are down 60% from their level earlier in the year, on investors’ worries about potential churn and the business’s ultimate profitability.\nYet Cibelli sees revenue growth of 20%-plus annually, opportunities outside its current U.S. and U.K. markets, and a potentially very profitable business in two to three years.\nTrex(TREX) is the top producer of a high-end wood alternative for decks that comes from 95% recycled material, making it an eco-friendly housing play. The shares, at $105, trade for 43 times projected 2022 earnings.\nT. Rowe Price’s Spencer views Trex as worth the price, based on his view that it can generate sustainable annual revenue growth of 15% to 20%. Earnings are expected to climb by about 20% in 2022 and at a similar pace in the following years. “If you roll the clock forward three years, it doesn’t look as expensive,” he says.\nUpwork(UPWK), an online marketplace for freelance workers, is favored by Baillie Gifford’s Brodie, who says it offers a play on the greater acceptance of freelancers by businesses.\nThe shares, recently around $44, aren’t cheap. Upwork is valued at $5.7 billion, or more than 10 times this year’s projected sales of nearly $500 million. It operates at a slight loss.\nThe investment case is about rapid sales growth leading to ample earnings. Sales are expected to rise by 30%-plus this year and 25% for 2022.\n“Freelancers are more accepted by small to midsize business, but they’ve been frowned on by the HR departments at large businesses,” Brodie says. Upwork aims to change that perception by vetting its freelancers and by offering thousands of skill sets. “Upwork could become a trusted partner for an increasing number of enterprise-grade partners,” he says.","news_type":1,"symbols_score_info":{"TREX":0.9,"UPWK":0.9,"SITE":0.9,"VAC":0.9,"AMED":0.9,"SFIX":0.9,"BAH":0.9,"JBHT":0.9,"STAA":0.9,"AMRS":0.9}},"isVote":1,"tweetType":1,"viewCount":2824,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897298311,"gmtCreate":1628919697533,"gmtModify":1633688475765,"author":{"id":"3585722115143639","authorId":"3585722115143639","name":"Lemb77","avatar":"https://static.tigerbbs.com/7f5d8963029154b3c0fbba5bcc6c8c2a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585722115143639","idStr":"3585722115143639"},"themes":[],"title":"","htmlText":"Pls like and comment","listText":"Pls like and comment","text":"Pls like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/897298311","repostId":"2159521376","repostType":4,"repost":{"id":"2159521376","kind":"highlight","pubTimestamp":1628906786,"share":"https://www.laohunote.com/m/news/2159521376?lang=zh_CN&edition=full","pubTime":"2021-08-14 10:06","market":"us","language":"en","title":"Chasing Tesla: Here are the current electric vehicle plans of every major car maker<blockquote>追逐特斯拉:以下是各大汽车制造商当前的电动汽车计划</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2159521376","media":"MarketWatch","summary":"At President Joe Biden's urging, the auto industry pledged to boost production of electric vehicles ","content":"<p>At President Joe Biden's urging, the auto industry pledged to boost production of electric vehicles to the point that they account for about half of total U.S. sales by 2030, a plan that raises hopes that EVs can shift from niche to normal.</p><p><blockquote>在乔·拜登总统的敦促下,汽车行业承诺到 2030 年将电动汽车产量提高到占美国总销量的一半左右,这一计划让人们对电动汽车能够从小众市场转向普通市场产生了希望。</blockquote></p><p> EVs accounted for 2.4% of U.S. cars sold in 2020, up from 0.7% five years ago, according to BloombergNEF. The research provider expects that share to increase to 11% in 2025; by 2030, it expects that slightly over a third of vehicles sold in the U.S. will be electric.</p><p><blockquote>根据彭博新能源财经的数据,2020 年电动汽车占美国汽车销量的 2.4%,高于五年前的 0.7%。该研究提供商预计,到 2025 年,这一份额将增至 11%;预计到 2030 年,美国销售的汽车中略多于三分之一将是电动汽车。</blockquote></p><p> Several auto makers had already announced bigger EV ambitions even before the White House call.</p><p><blockquote>甚至在白宫看涨期权之前,几家汽车制造商就已经宣布了更大的电动汽车雄心。</blockquote></p><p> Here are each major car maker's stated plans for EVs, including, when available, investment amounts and the range of models they hope to bring to market.</p><p><blockquote>以下是每家主要汽车制造商对电动汽车的既定计划,包括(如果有的话)投资额和他们希望推向市场的车型范围。</blockquote></p><p> This information was collated from company sites, previous reports, and BloombergNEF projections, and will be updated regularly.</p><p><blockquote>这些信息是从公司网站、以前的报告和彭博新能源财经的预测中整理的,并将定期更新。</blockquote></p><p> <b>Audi</b></p><p><blockquote><b>奥迪</b></blockquote></p><p> Audi, a brand known for its luxury cars and owned by Germany's Volkswagen AG , has promised to have battery-electric vehicles comprise 35% of its sales by 2025. By that time, Audi buyers will choose from about 20 EV models.</p><p><blockquote>德国大众汽车公司旗下以豪华汽车品牌闻名的奥迪承诺,到 2025 年,纯电动汽车将占其销量的 35%。届时,奥迪买家将从大约 20 款电动汽车车型中进行选择。</blockquote></p><p> <b>BMW</b></p><p><blockquote><b>宝马</b></blockquote></p><p> BMW AG , a luxury-car maker from Germany, was among the first EV innovators. It launched its i3 compact EV eight years ago, then as $one of the few serious competitors to Tesla Inc.'s vehicles.</p><p><blockquote>德国豪华汽车制造商宝马股份公司是首批电动汽车创新者之一。该公司八年前推出了 i3 紧凑型电动汽车,当时是特斯拉汽车为数不多的有力竞争对手之一。</blockquote></p><p> BMW's EV pipeline has slowed, but the auto maker has promised that 25% of its European sales will be all-electric and hybrid vehicles this year, and that all sales of its Mini brand will be battery electric by 2030. It expects to launch more than 10 battery EVs models in the next couple of years.</p><p><blockquote>宝马的电动汽车产品线已经放缓,但这家汽车制造商承诺,今年其欧洲销量的 25% 将是全电动和混合动力汽车,到 2030 年,其 Mini 品牌的所有销量都将是纯电动的。预计未来几年将推出 10 多款电池电动汽车车型。</blockquote></p><p> <b>Daimler/Mercedes-Benz</b></p><p><blockquote><b>戴姆勒/梅赛德斯-奔驰</b></blockquote></p><p> Mercedes-Benz, owned by Daimler AG , expects that between 15% and 25% of its sales will be comprised of EV sales by 2025; by 2030, that percentage is expected to grow to 50%. Mercedes-Benz is slated to end 2021 offering three new electric passenger car models and more to come in 2022.</p><p><blockquote>戴姆勒股份公司旗下的梅赛德斯-奔驰预计,到 2025 年,电动汽车销量将占其销量的 15% 至 25%;到2030年,这一比例预计将增长到50%。梅赛德斯-奔驰计划在 2021 年底推出三款新型电动乘用车车型,并在 2022 年推出更多车型。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec4b2abd59e5b19c9eec0034342af25e\" tg-width=\"700\" tg-height=\"413\" width=\"100%\" height=\"auto\"><span>SOURCE: MERCEDES</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源:梅赛德斯</span></p></blockquote></p><p> <b>Ford</b></p><p><blockquote><b>福特</b></blockquote></p><p> Ford Motor Co. <a href=\"https://laohu8.com/S/F\">$(F)$</a> has said that 40% of its global sales by 2030 will be sales of EVs . Ford is aiming to have dozens of electrified models by 2022, the year that will also mark the debut of its much-awaited all-electric F-150 Lightning pickup truck.</p><p><blockquote>福特汽车公司。<a href=\"https://laohu8.com/S/F\">$(F) $</a>该公司表示,到 2030 年,其全球销量的 40% 将是电动汽车销售。福特的目标是到 2022 年推出数十款电动车型,这一年也将标志着其期待已久的全电动 F-150 Lightning 皮卡的首次亮相。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3a44fec36dac046911679a2ba769cb2b\" tg-width=\"700\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>The Ford F-150 Lightning o JEFF KOWALSKY/AGENCE FRANCE-PRESSE/GETTY IMAGES</span></p><p><blockquote><p class=\"t-img-caption\"><span>杰夫·科瓦尔斯基的福特 F-150 Lightning/法新社/盖蒂图片社</span></p></blockquote></p><p> Ford has called the Lightning the \"pillar\" of its more than $22 billion bet on EVs, which includes EV models for other best-selling vehicles such as the Mustang and its Transit van.</p><p><blockquote>福特称 Lightning 是其超过 220 亿美元电动汽车押注的“支柱”,其中包括野马及其 Transit van 等其他畅销车辆的电动汽车车型。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87df52ddef1af1d1342d685897e83652\" tg-width=\"700\" tg-height=\"392\" width=\"100%\" height=\"auto\"><span>SOURCE: FORD</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:福特</span></p></blockquote></p><p> <b>GM</b></p><p><blockquote><b>通用汽车</b></blockquote></p><p> General Motors Co. <a href=\"https://laohu8.com/S/GM\">$(GM)$</a> surprised Wall Street in January by saying it aims to phase out all of its internal combustion engine vehicles by 2035 and only sell zero-emission vehicles by then. The auto maker also promises to be carbon-neutral by 2040.</p><p><blockquote>通用汽车公司。<a href=\"https://laohu8.com/S/GM\">$(通用汽车)$</a>一月份,该公司表示计划到 2035 年逐步淘汰所有内燃机汽车,届时只销售零排放汽车,这让华尔街感到惊讶。该汽车制造商还承诺到 2040 年实现碳中和。</blockquote></p><p> GM has said that it will offer 30 all-electric models globally by mid-decade, and that 40% percent of the company's U.S. models will be battery electric vehicles by the end of 2025. Its Hummer electric is expected for next year, with production starting this fall.</p><p><blockquote>通用汽车表示,到本世纪中期,它将在全球提供 30 款全电动汽车,到 2025 年底,该公司 40% 的美国车型将是纯电动汽车。其悍马电动车预计将于明年上市,并于今年秋季开始生产。</blockquote></p><p> <b>Honda</b></p><p><blockquote><b>本田</b></blockquote></p><p> The Japanese maker (7267.TO), which owns the namesake Honda brand and also the luxury-car brand Acura, is projected to derive 40% of its sales from EVs and fuel-cell electric cars by 2030. In April 2020, Honda and GM announced a partnership to develop Honda electric cars using GM's Ultium batteries.</p><p><blockquote>这家日本制造商(7267.TO)拥有同名本田品牌和豪华汽车品牌讴歌,预计到2030年,其40%的销售额将来自电动汽车和燃料电池电动汽车。2020年4月,本田和通用汽车宣布合作,使用通用汽车的Ultium电池开发本田电动汽车。</blockquote></p><p> <b>Hyundai</b></p><p><blockquote><b>现代</b></blockquote></p><p> The Korean car maker , which also owns Kia, is aiming to have 40% of its Kia and Hyundai brands sales to be of EVs and fuel-cell electric vehicles by 2025. Its Hyundai brand plans on more than 30 electric passenger vehicles by then.</p><p><blockquote>这家韩国汽车制造商还拥有起亚汽车,其目标是到 2025 年,电动汽车和燃料电池电动汽车占其起亚和现代品牌销量的 40%。其现代品牌计划届时生产 30 多款电动乘用车。</blockquote></p><p> <b>Mazda</b></p><p><blockquote><b>马自达</b></blockquote></p><p> Mazda plans to offer 5% of its vehicles as battery electric by 2030, but EV sales targets as a percentage of total sales are unknown at the moment. Mazda does not offer EVs in the U.S., but sells a few EV and hybrid models elsewhere.</p><p><blockquote>马自达计划到 2030 年提供 5% 的纯电动汽车,但电动汽车销售目标占总销量的百分比目前尚不清楚。马自达不在美国提供电动汽车,但在其他地方销售一些电动汽车和混合动力车型。</blockquote></p><p> <b>Nissan</b></p><p><blockquote><b>日产</b></blockquote></p><p> Nissan Motor Co. Ltd. was among the first auto makers to offer an all-electric vehicle, and its the Nissan Leaf for years was one of the few options available for those without the deep pockets needed for a Tesla Inc. <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> Model S.</p><p><blockquote>日产汽车有限公司是最早提供全电动汽车的汽车制造商之一,多年来,其日产聆风一直是那些没有特斯拉公司所需雄厚财力的人的少数选择之一。<a href=\"https://laohu8.com/S/TSLA\">$(特斯拉)$</a>模型S。</blockquote></p><p></p><p> Nissan plans to offer 20 EV models in China by next year, and for the U.S. the company recently said it plans that more than 40% of its U.S. vehicle sales by 2030 will be fully electric.</p><p><blockquote>日产计划到明年在中国提供 20 款电动汽车车型,该公司最近表示,计划到 2030 年,其美国汽车销量的 40% 以上将是纯电动汽车。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5cbdfabce43725b3d966cf5db5b820f6\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>The Nissan Leaf NISSAN</span></p><p><blockquote><p class=\"t-img-caption\"><span>日产聆风 日产</span></p></blockquote></p><p> <b>Porsche</b></p><p><blockquote><b>保时捷</b></blockquote></p><p> The car maker and almost synonym of sports cars is aiming to have half of its sales be of EV vehicles by 2025.</p><p><blockquote>这家汽车制造商几乎是跑车的代名词,其目标是到 2025 年,电动汽车的销量占其销量的一半。</blockquote></p><p> <b>Stellantis</b></p><p><blockquote><b>斯特兰蒂斯</b></blockquote></p><p> <a href=\"https://laohu8.com/S/STLA\">Stellantis NV</a> (STLA.MI), the global auto maker formed earlier this year through the merger of Fiat Chrysler Automobiles NV and France's PSA Group, said in July it was investing $35 billion in EVs and adjacent technologies through 2025.</p><p><blockquote><a href=\"https://laohu8.com/S/STLA\">斯特兰蒂斯公司</a>(STLA.MI) 是今年早些时候由菲亚特克莱斯勒汽车公司 (Fiat Chrysler Automobiles NV) 和法国标致雪铁龙集团 (PSA Group) 合并而成的全球汽车制造商,该公司 7 月份表示,到 2025 年将在电动汽车及相关技术方面投资 350 亿美元。</blockquote></p><p> By that year, Stellantis is expected to derive 31% of its U.S. sales and 38% of its European sales from EVs, percentages that are seen growing to 35% of U.S. sales and 70% of European sales by 2030.</p><p><blockquote>到那一年,Stellantis 预计其美国销量的 31% 和欧洲销量的 38% 将来自电动汽车,到 2030 年,这一比例预计将增长至美国销量的 35% 和欧洲销量的 70%。</blockquote></p><p> <b>Subaru</b></p><p><blockquote><b>斯巴鲁</b></blockquote></p><p> The Japanese maker is expected to derive 40% of its sales from EVs and hybrid electric vehicles by 2030.</p><p><blockquote>预计到 2030 年,这家日本制造商 40% 的销售额将来自电动汽车和混合动力电动汽车。</blockquote></p><p> <b>Toyota</b></p><p><blockquote><b>丰田</b></blockquote></p><p> Some 70% of sales for the world's No. 1 car maker (7203.TO) are expected to come from EVs and fuel-cell electric vehicles by 2030. Toyota plans to offer 15 battery EV models by 2025. The car maker, of course, broke ground with its hybrid Toyota Prius two decades ago.</p><p><blockquote>预计到 2030 年,这家全球第一大汽车制造商 (7203.TO) 约 70% 的销售额将来自电动汽车和燃料电池电动汽车。丰田计划到 2025 年提供 15 款纯电动汽车车型。当然,这家汽车制造商在二十年前凭借其混合动力丰田普锐斯破土动工。</blockquote></p><p> <b>Volkswagen</b></p><p><blockquote><b>大众汽车</b></blockquote></p><p> The car maker is expected to derive 70% of its European sales from EVs and 50% of its U.S. sales from EVs by 2030. Volkswagen has pledged to spend about $40 billion through 2025 on EVs.</p><p><blockquote>预计到 2030 年,该汽车制造商欧洲销量的 70% 将来自电动汽车,美国销量的 50% 将来自电动汽车。大众汽车承诺到 2025 年在电动汽车上花费约 400 亿美元。</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>Chasing Tesla: Here are the current electric vehicle plans of every major car maker<blockquote>追逐特斯拉:以下是各大汽车制造商当前的电动汽车计划</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\">\nChasing Tesla: Here are the current electric vehicle plans of every major car maker<blockquote>追逐特斯拉:以下是各大汽车制造商当前的电动汽车计划</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-08-14 10:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p>At President Joe Biden's urging, the auto industry pledged to boost production of electric vehicles to the point that they account for about half of total U.S. sales by 2030, a plan that raises hopes that EVs can shift from niche to normal.</p><p><blockquote>在乔·拜登总统的敦促下,汽车行业承诺到 2030 年将电动汽车产量提高到占美国总销量的一半左右,这一计划让人们对电动汽车能够从小众市场转向普通市场产生了希望。</blockquote></p><p> EVs accounted for 2.4% of U.S. cars sold in 2020, up from 0.7% five years ago, according to BloombergNEF. The research provider expects that share to increase to 11% in 2025; by 2030, it expects that slightly over a third of vehicles sold in the U.S. will be electric.</p><p><blockquote>根据彭博新能源财经的数据,2020 年电动汽车占美国汽车销量的 2.4%,高于五年前的 0.7%。该研究提供商预计,到 2025 年,这一份额将增至 11%;预计到 2030 年,美国销售的汽车中略多于三分之一将是电动汽车。</blockquote></p><p> Several auto makers had already announced bigger EV ambitions even before the White House call.</p><p><blockquote>甚至在白宫看涨期权之前,几家汽车制造商就已经宣布了更大的电动汽车雄心。</blockquote></p><p> Here are each major car maker's stated plans for EVs, including, when available, investment amounts and the range of models they hope to bring to market.</p><p><blockquote>以下是每家主要汽车制造商对电动汽车的既定计划,包括(如果有的话)投资额和他们希望推向市场的车型范围。</blockquote></p><p> This information was collated from company sites, previous reports, and BloombergNEF projections, and will be updated regularly.</p><p><blockquote>这些信息是从公司网站、以前的报告和彭博新能源财经的预测中整理的,并将定期更新。</blockquote></p><p> <b>Audi</b></p><p><blockquote><b>奥迪</b></blockquote></p><p> Audi, a brand known for its luxury cars and owned by Germany's Volkswagen AG , has promised to have battery-electric vehicles comprise 35% of its sales by 2025. By that time, Audi buyers will choose from about 20 EV models.</p><p><blockquote>德国大众汽车公司旗下以豪华汽车品牌闻名的奥迪承诺,到 2025 年,纯电动汽车将占其销量的 35%。届时,奥迪买家将从大约 20 款电动汽车车型中进行选择。</blockquote></p><p> <b>BMW</b></p><p><blockquote><b>宝马</b></blockquote></p><p> BMW AG , a luxury-car maker from Germany, was among the first EV innovators. It launched its i3 compact EV eight years ago, then as $one of the few serious competitors to Tesla Inc.'s vehicles.</p><p><blockquote>德国豪华汽车制造商宝马股份公司是首批电动汽车创新者之一。该公司八年前推出了 i3 紧凑型电动汽车,当时是特斯拉汽车为数不多的有力竞争对手之一。</blockquote></p><p> BMW's EV pipeline has slowed, but the auto maker has promised that 25% of its European sales will be all-electric and hybrid vehicles this year, and that all sales of its Mini brand will be battery electric by 2030. It expects to launch more than 10 battery EVs models in the next couple of years.</p><p><blockquote>宝马的电动汽车产品线已经放缓,但这家汽车制造商承诺,今年其欧洲销量的 25% 将是全电动和混合动力汽车,到 2030 年,其 Mini 品牌的所有销量都将是纯电动的。预计未来几年将推出 10 多款电池电动汽车车型。</blockquote></p><p> <b>Daimler/Mercedes-Benz</b></p><p><blockquote><b>戴姆勒/梅赛德斯-奔驰</b></blockquote></p><p> Mercedes-Benz, owned by Daimler AG , expects that between 15% and 25% of its sales will be comprised of EV sales by 2025; by 2030, that percentage is expected to grow to 50%. Mercedes-Benz is slated to end 2021 offering three new electric passenger car models and more to come in 2022.</p><p><blockquote>戴姆勒股份公司旗下的梅赛德斯-奔驰预计,到 2025 年,电动汽车销量将占其销量的 15% 至 25%;到2030年,这一比例预计将增长到50%。梅赛德斯-奔驰计划在 2021 年底推出三款新型电动乘用车车型,并在 2022 年推出更多车型。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec4b2abd59e5b19c9eec0034342af25e\" tg-width=\"700\" tg-height=\"413\" width=\"100%\" height=\"auto\"><span>SOURCE: MERCEDES</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源:梅赛德斯</span></p></blockquote></p><p> <b>Ford</b></p><p><blockquote><b>福特</b></blockquote></p><p> Ford Motor Co. <a href=\"https://laohu8.com/S/F\">$(F)$</a> has said that 40% of its global sales by 2030 will be sales of EVs . Ford is aiming to have dozens of electrified models by 2022, the year that will also mark the debut of its much-awaited all-electric F-150 Lightning pickup truck.</p><p><blockquote>福特汽车公司。<a href=\"https://laohu8.com/S/F\">$(F) $</a>该公司表示,到 2030 年,其全球销量的 40% 将是电动汽车销售。福特的目标是到 2022 年推出数十款电动车型,这一年也将标志着其期待已久的全电动 F-150 Lightning 皮卡的首次亮相。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3a44fec36dac046911679a2ba769cb2b\" tg-width=\"700\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>The Ford F-150 Lightning o JEFF KOWALSKY/AGENCE FRANCE-PRESSE/GETTY IMAGES</span></p><p><blockquote><p class=\"t-img-caption\"><span>杰夫·科瓦尔斯基的福特 F-150 Lightning/法新社/盖蒂图片社</span></p></blockquote></p><p> Ford has called the Lightning the \"pillar\" of its more than $22 billion bet on EVs, which includes EV models for other best-selling vehicles such as the Mustang and its Transit van.</p><p><blockquote>福特称 Lightning 是其超过 220 亿美元电动汽车押注的“支柱”,其中包括野马及其 Transit van 等其他畅销车辆的电动汽车车型。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87df52ddef1af1d1342d685897e83652\" tg-width=\"700\" tg-height=\"392\" width=\"100%\" height=\"auto\"><span>SOURCE: FORD</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:福特</span></p></blockquote></p><p> <b>GM</b></p><p><blockquote><b>通用汽车</b></blockquote></p><p> General Motors Co. <a href=\"https://laohu8.com/S/GM\">$(GM)$</a> surprised Wall Street in January by saying it aims to phase out all of its internal combustion engine vehicles by 2035 and only sell zero-emission vehicles by then. The auto maker also promises to be carbon-neutral by 2040.</p><p><blockquote>通用汽车公司。<a href=\"https://laohu8.com/S/GM\">$(通用汽车)$</a>一月份,该公司表示计划到 2035 年逐步淘汰所有内燃机汽车,届时只销售零排放汽车,这让华尔街感到惊讶。该汽车制造商还承诺到 2040 年实现碳中和。</blockquote></p><p> GM has said that it will offer 30 all-electric models globally by mid-decade, and that 40% percent of the company's U.S. models will be battery electric vehicles by the end of 2025. Its Hummer electric is expected for next year, with production starting this fall.</p><p><blockquote>通用汽车表示,到本世纪中期,它将在全球提供 30 款全电动汽车,到 2025 年底,该公司 40% 的美国车型将是纯电动汽车。其悍马电动车预计将于明年上市,并于今年秋季开始生产。</blockquote></p><p> <b>Honda</b></p><p><blockquote><b>本田</b></blockquote></p><p> The Japanese maker (7267.TO), which owns the namesake Honda brand and also the luxury-car brand Acura, is projected to derive 40% of its sales from EVs and fuel-cell electric cars by 2030. In April 2020, Honda and GM announced a partnership to develop Honda electric cars using GM's Ultium batteries.</p><p><blockquote>这家日本制造商(7267.TO)拥有同名本田品牌和豪华汽车品牌讴歌,预计到2030年,其40%的销售额将来自电动汽车和燃料电池电动汽车。2020年4月,本田和通用汽车宣布合作,使用通用汽车的Ultium电池开发本田电动汽车。</blockquote></p><p> <b>Hyundai</b></p><p><blockquote><b>现代</b></blockquote></p><p> The Korean car maker , which also owns Kia, is aiming to have 40% of its Kia and Hyundai brands sales to be of EVs and fuel-cell electric vehicles by 2025. Its Hyundai brand plans on more than 30 electric passenger vehicles by then.</p><p><blockquote>这家韩国汽车制造商还拥有起亚汽车,其目标是到 2025 年,电动汽车和燃料电池电动汽车占其起亚和现代品牌销量的 40%。其现代品牌计划届时生产 30 多款电动乘用车。</blockquote></p><p> <b>Mazda</b></p><p><blockquote><b>马自达</b></blockquote></p><p> Mazda plans to offer 5% of its vehicles as battery electric by 2030, but EV sales targets as a percentage of total sales are unknown at the moment. Mazda does not offer EVs in the U.S., but sells a few EV and hybrid models elsewhere.</p><p><blockquote>马自达计划到 2030 年提供 5% 的纯电动汽车,但电动汽车销售目标占总销量的百分比目前尚不清楚。马自达不在美国提供电动汽车,但在其他地方销售一些电动汽车和混合动力车型。</blockquote></p><p> <b>Nissan</b></p><p><blockquote><b>日产</b></blockquote></p><p> Nissan Motor Co. Ltd. was among the first auto makers to offer an all-electric vehicle, and its the Nissan Leaf for years was one of the few options available for those without the deep pockets needed for a Tesla Inc. <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> Model S.</p><p><blockquote>日产汽车有限公司是最早提供全电动汽车的汽车制造商之一,多年来,其日产聆风一直是那些没有特斯拉公司所需雄厚财力的人的少数选择之一。<a href=\"https://laohu8.com/S/TSLA\">$(特斯拉)$</a>模型S。</blockquote></p><p></p><p> Nissan plans to offer 20 EV models in China by next year, and for the U.S. the company recently said it plans that more than 40% of its U.S. vehicle sales by 2030 will be fully electric.</p><p><blockquote>日产计划到明年在中国提供 20 款电动汽车车型,该公司最近表示,计划到 2030 年,其美国汽车销量的 40% 以上将是纯电动汽车。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5cbdfabce43725b3d966cf5db5b820f6\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>The Nissan Leaf NISSAN</span></p><p><blockquote><p class=\"t-img-caption\"><span>日产聆风 日产</span></p></blockquote></p><p> <b>Porsche</b></p><p><blockquote><b>保时捷</b></blockquote></p><p> The car maker and almost synonym of sports cars is aiming to have half of its sales be of EV vehicles by 2025.</p><p><blockquote>这家汽车制造商几乎是跑车的代名词,其目标是到 2025 年,电动汽车的销量占其销量的一半。</blockquote></p><p> <b>Stellantis</b></p><p><blockquote><b>斯特兰蒂斯</b></blockquote></p><p> <a href=\"https://laohu8.com/S/STLA\">Stellantis NV</a> (STLA.MI), the global auto maker formed earlier this year through the merger of Fiat Chrysler Automobiles NV and France's PSA Group, said in July it was investing $35 billion in EVs and adjacent technologies through 2025.</p><p><blockquote><a href=\"https://laohu8.com/S/STLA\">斯特兰蒂斯公司</a>(STLA.MI) 是今年早些时候由菲亚特克莱斯勒汽车公司 (Fiat Chrysler Automobiles NV) 和法国标致雪铁龙集团 (PSA Group) 合并而成的全球汽车制造商,该公司 7 月份表示,到 2025 年将在电动汽车及相关技术方面投资 350 亿美元。</blockquote></p><p> By that year, Stellantis is expected to derive 31% of its U.S. sales and 38% of its European sales from EVs, percentages that are seen growing to 35% of U.S. sales and 70% of European sales by 2030.</p><p><blockquote>到那一年,Stellantis 预计其美国销量的 31% 和欧洲销量的 38% 将来自电动汽车,到 2030 年,这一比例预计将增长至美国销量的 35% 和欧洲销量的 70%。</blockquote></p><p> <b>Subaru</b></p><p><blockquote><b>斯巴鲁</b></blockquote></p><p> The Japanese maker is expected to derive 40% of its sales from EVs and hybrid electric vehicles by 2030.</p><p><blockquote>预计到 2030 年,这家日本制造商 40% 的销售额将来自电动汽车和混合动力电动汽车。</blockquote></p><p> <b>Toyota</b></p><p><blockquote><b>丰田</b></blockquote></p><p> Some 70% of sales for the world's No. 1 car maker (7203.TO) are expected to come from EVs and fuel-cell electric vehicles by 2030. Toyota plans to offer 15 battery EV models by 2025. The car maker, of course, broke ground with its hybrid Toyota Prius two decades ago.</p><p><blockquote>预计到 2030 年,这家全球第一大汽车制造商 (7203.TO) 约 70% 的销售额将来自电动汽车和燃料电池电动汽车。丰田计划到 2025 年提供 15 款纯电动汽车车型。当然,这家汽车制造商在二十年前凭借其混合动力丰田普锐斯破土动工。</blockquote></p><p> <b>Volkswagen</b></p><p><blockquote><b>大众汽车</b></blockquote></p><p> The car maker is expected to derive 70% of its European sales from EVs and 50% of its U.S. sales from EVs by 2030. Volkswagen has pledged to spend about $40 billion through 2025 on EVs.</p><p><blockquote>预计到 2030 年,该汽车制造商欧洲销量的 70% 将来自电动汽车,美国销量的 50% 将来自电动汽车。大众汽车承诺到 2025 年在电动汽车上花费约 400 亿美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/chasing-tesla-here-are-the-current-electric-vehicle-plans-of-every-major-car-maker-11628876816?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":{"VLKAF":"Volkswagen AG","F":"福特汽车","HMC":"本田汽车","GM":"通用汽车","FUJHF":"Subaru Corporation ","NSANY":"日产汽车","TSLA":"特斯拉","STLA":"Stellantis NV","DDAIF":"戴姆勒汽车","HYEVF":"Hyundai Elevator Co Ltd.","TM":"丰田汽车"},"source_url":"https://www.marketwatch.com/story/chasing-tesla-here-are-the-current-electric-vehicle-plans-of-every-major-car-maker-11628876816?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159521376","content_text":"At President Joe Biden's urging, the auto industry pledged to boost production of electric vehicles to the point that they account for about half of total U.S. sales by 2030, a plan that raises hopes that EVs can shift from niche to normal.\nEVs accounted for 2.4% of U.S. cars sold in 2020, up from 0.7% five years ago, according to BloombergNEF. The research provider expects that share to increase to 11% in 2025; by 2030, it expects that slightly over a third of vehicles sold in the U.S. will be electric.\nSeveral auto makers had already announced bigger EV ambitions even before the White House call.\nHere are each major car maker's stated plans for EVs, including, when available, investment amounts and the range of models they hope to bring to market.\nThis information was collated from company sites, previous reports, and BloombergNEF projections, and will be updated regularly.\nAudi\nAudi, a brand known for its luxury cars and owned by Germany's Volkswagen AG , has promised to have battery-electric vehicles comprise 35% of its sales by 2025. By that time, Audi buyers will choose from about 20 EV models.\nBMW\nBMW AG , a luxury-car maker from Germany, was among the first EV innovators. It launched its i3 compact EV eight years ago, then as $one of the few serious competitors to Tesla Inc.'s vehicles.\nBMW's EV pipeline has slowed, but the auto maker has promised that 25% of its European sales will be all-electric and hybrid vehicles this year, and that all sales of its Mini brand will be battery electric by 2030. It expects to launch more than 10 battery EVs models in the next couple of years.\nDaimler/Mercedes-Benz\nMercedes-Benz, owned by Daimler AG , expects that between 15% and 25% of its sales will be comprised of EV sales by 2025; by 2030, that percentage is expected to grow to 50%. Mercedes-Benz is slated to end 2021 offering three new electric passenger car models and more to come in 2022.\nSOURCE: MERCEDES\nFord\nFord Motor Co. $(F)$ has said that 40% of its global sales by 2030 will be sales of EVs . Ford is aiming to have dozens of electrified models by 2022, the year that will also mark the debut of its much-awaited all-electric F-150 Lightning pickup truck.\nThe Ford F-150 Lightning o JEFF KOWALSKY/AGENCE FRANCE-PRESSE/GETTY IMAGES\nFord has called the Lightning the \"pillar\" of its more than $22 billion bet on EVs, which includes EV models for other best-selling vehicles such as the Mustang and its Transit van.\nSOURCE: FORD\nGM\nGeneral Motors Co. $(GM)$ surprised Wall Street in January by saying it aims to phase out all of its internal combustion engine vehicles by 2035 and only sell zero-emission vehicles by then. The auto maker also promises to be carbon-neutral by 2040.\nGM has said that it will offer 30 all-electric models globally by mid-decade, and that 40% percent of the company's U.S. models will be battery electric vehicles by the end of 2025. Its Hummer electric is expected for next year, with production starting this fall.\nHonda\nThe Japanese maker (7267.TO), which owns the namesake Honda brand and also the luxury-car brand Acura, is projected to derive 40% of its sales from EVs and fuel-cell electric cars by 2030. In April 2020, Honda and GM announced a partnership to develop Honda electric cars using GM's Ultium batteries.\nHyundai\nThe Korean car maker , which also owns Kia, is aiming to have 40% of its Kia and Hyundai brands sales to be of EVs and fuel-cell electric vehicles by 2025. Its Hyundai brand plans on more than 30 electric passenger vehicles by then.\nMazda\nMazda plans to offer 5% of its vehicles as battery electric by 2030, but EV sales targets as a percentage of total sales are unknown at the moment. Mazda does not offer EVs in the U.S., but sells a few EV and hybrid models elsewhere.\nNissan\nNissan Motor Co. Ltd. was among the first auto makers to offer an all-electric vehicle, and its the Nissan Leaf for years was one of the few options available for those without the deep pockets needed for a Tesla Inc. $(TSLA)$ Model S.\nNissan plans to offer 20 EV models in China by next year, and for the U.S. the company recently said it plans that more than 40% of its U.S. vehicle sales by 2030 will be fully electric.\nThe Nissan Leaf NISSAN\nPorsche\nThe car maker and almost synonym of sports cars is aiming to have half of its sales be of EV vehicles by 2025.\nStellantis\nStellantis NV (STLA.MI), the global auto maker formed earlier this year through the merger of Fiat Chrysler Automobiles NV and France's PSA Group, said in July it was investing $35 billion in EVs and adjacent technologies through 2025.\nBy that year, Stellantis is expected to derive 31% of its U.S. sales and 38% of its European sales from EVs, percentages that are seen growing to 35% of U.S. sales and 70% of European sales by 2030.\nSubaru\nThe Japanese maker is expected to derive 40% of its sales from EVs and hybrid electric vehicles by 2030.\nToyota\nSome 70% of sales for the world's No. 1 car maker (7203.TO) are expected to come from EVs and fuel-cell electric vehicles by 2030. Toyota plans to offer 15 battery EV models by 2025. The car maker, of course, broke ground with its hybrid Toyota Prius two decades ago.\nVolkswagen\nThe car maker is expected to derive 70% of its European sales from EVs and 50% of its U.S. sales from EVs by 2030. Volkswagen has pledged to spend about $40 billion through 2025 on EVs.","news_type":1,"symbols_score_info":{"STLA":0.9,"TM":0.9,"VLKAF":0.9,"GM":0.9,"FUJHF":0.9,"NSANY":0.9,"DDAIF":0.9,"F":0.9,"HYEVF":0.9,"TSLA":0.9,"AUDVF":0.9,"HMC":0.9}},"isVote":1,"tweetType":1,"viewCount":3885,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":894574085,"gmtCreate":1628843632447,"gmtModify":1633689052079,"author":{"id":"3585722115143639","authorId":"3585722115143639","name":"Lemb77","avatar":"https://static.tigerbbs.com/7f5d8963029154b3c0fbba5bcc6c8c2a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585722115143639","idStr":"3585722115143639"},"themes":[],"title":"","htmlText":"Pls like n comment","listText":"Pls like n comment","text":"Pls like n comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/894574085","repostId":"1101202302","repostType":4,"isVote":1,"tweetType":1,"viewCount":3765,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895259398,"gmtCreate":1628750019214,"gmtModify":1633689783001,"author":{"id":"3585722115143639","authorId":"3585722115143639","name":"Lemb77","avatar":"https://static.tigerbbs.com/7f5d8963029154b3c0fbba5bcc6c8c2a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585722115143639","idStr":"3585722115143639"},"themes":[],"title":"","htmlText":"Pls like and comment","listText":"Pls like and comment","text":"Pls like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/895259398","repostId":"1184676761","repostType":4,"repost":{"id":"1184676761","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1628749147,"share":"https://www.laohunote.com/m/news/1184676761?lang=zh_CN&edition=full","pubTime":"2021-08-12 14:19","market":"us","language":"en","title":"Elon Musk Fires At Tesla Rival Rivian: Recommend They Get First Plant Working Before Jumping On Second<blockquote>埃隆·马斯克抨击特斯拉竞争对手Rivian:建议他们先让第一家工厂投入运营,然后再启动第二家工厂</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1184676761","media":"Benzinga Earnings","summary":"Tesla Motors CEO Elon Musk has a piece of advice for Amazon.com and Ford-backed electric vehicle mak","content":"<p><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> CEO <b>Elon Musk</b> has a piece of advice for <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a> and <a href=\"https://laohu8.com/S/F\">Ford</a>-backed electric vehicle maker <b>Rivian</b>- learn from your mistakes before rushing to build a second plant.</p><p><blockquote><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>首席执行官<b>埃隆·马斯克</b>有一条建议<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>和<a href=\"https://laohu8.com/S/F\">福特</a>-支持的电动汽车制造商<b>Rivian</b>- 在急于建立第二家工厂之前,从错误中吸取教训。</blockquote></p><p> <b>What Happened:</b> Rivian is reportedly investing at least $5 billion to build a second electric vehicle factory near Fort Worth, Texas. The manufacturing plant, codenamed “Project Terra,” will have an annual capacity of 200,000 electric vehicles and is expected to create at least 7,500 jobs by 2027.</p><p><blockquote><b>发生了什么:</b>据报道,Rivian正在投资至少50亿美元在德克萨斯州沃思堡附近建造第二家电动汽车工厂。该制造厂代号为 “Project Terra ”,年产能为 20 万辆电动汽车,预计到 2027 年将创造至少 7500 个就业岗位。</blockquote></p><p> The development spurred Musk to comment on Rivian’s efforts to build the second plant in the U.S. with a suggestion that Rivian should get its first factory “working” as it is “insanely” difficult to produce at a large scale at affordable unit cost.</p><p><blockquote>这一进展促使马斯克对Rivian在美国建设第二家工厂的努力发表评论,他建议Rivian应该让其第一家工厂 “投入运营”,因为以可承受的单位成本大规模生产 “极其 ”困难。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1e3c41f8bea51fdbabdb7ee7c7e9443c\" tg-width=\"720\" tg-height=\"834\" width=\"100%\" height=\"auto\">Musk later agreed to a response to his earlier tweet that elaborated how most problems in a manufacturing plant are found out during production and not beforehand and it is not smart to scale up without learning from those mistakes.</p><p><blockquote>马斯克后来同意对他早些时候的推文做出回应,该推文详细阐述了制造工厂的大多数问题是如何在生产过程中而不是事先发现的,如果不从这些错误中吸取教训,扩大规模是不明智的。</blockquote></p><p> <b>Why It Matters:</b> Rivian’s recent fundraise and expansion plans come just months after the electric vehicle makerdelayed the start of productionof its R1T electric pickups at its existing manufacturing facility in Normal, Illinois.</p><p><blockquote><b>为什么重要:</b>就在Rivian最近的筹款和扩张计划出台几个月前,这家电动汽车制造商推迟了其位于伊利诺伊州诺莫尔的现有制造工厂开始生产 R1T 电动皮卡的时间。</blockquote></p><p> The second plant will help Rivian expand capacity and compete with Elon Musk-led Tesla, which has a relatively larger scale and is further expanding — currently building an electric vehicle factory in Austin with a target to begin production by the end of the year.</p><p><blockquote>第二家工厂将帮助Rivian扩大产能,并与埃隆·马斯克领导的特斯拉竞争,后者的规模相对更大,并且正在进一步扩张——目前正在奥斯丁建设一家电动汽车工厂,目标是在今年年底前开始生产。</blockquote></p><p> Rivian recentlysecured a fresh $2.5 billion fundingfrom existing investors such as Amazon, Ford and T. Rowe Price. The electric vehicle start-up said it has raised about $10.5 billion since 2019.</p><p><blockquote>Rivian最近从亚马逊、福特和 T. Rowe Price 等现有投资者那里获得了 25 亿美元的新资金。这家电动汽车初创公司表示,自 2019 年以来已筹集了约 105 亿美元。</blockquote></p><p> The California-based startup is valued at $27.6 billion and is reportedly planning to get a U.S. listing in September. The IPO timing is not certain and the listing could occur in late 2021 or even 2022, as per a Bloomberg report.</p><p><blockquote>这家总部位于加州的初创公司估值为 276 亿美元,据报道计划于 9 月在美国上市。据彭博社报道,IPO时间尚不确定,上市可能会在2021年底甚至2022年进行。</blockquote></p><p> <b>Price Action:</b> <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a> shares closed 0.86% lower at $3,292.11 on Wednesday.</p><p><blockquote><b>价格行为:</b> <a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>周三股价收盘下跌 0.86%,至 3,292.11 美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Elon Musk Fires At Tesla Rival Rivian: Recommend They Get First Plant Working Before Jumping On Second<blockquote>埃隆·马斯克抨击特斯拉竞争对手Rivian:建议他们先让第一家工厂投入运营,然后再启动第二家工厂</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\">\nElon Musk Fires At Tesla Rival Rivian: Recommend They Get First Plant Working Before Jumping On Second<blockquote>埃隆·马斯克抨击特斯拉竞争对手Rivian:建议他们先让第一家工厂投入运营,然后再启动第二家工厂</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\">2021-08-12 14:19</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> CEO <b>Elon Musk</b> has a piece of advice for <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a> and <a href=\"https://laohu8.com/S/F\">Ford</a>-backed electric vehicle maker <b>Rivian</b>- learn from your mistakes before rushing to build a second plant.</p><p><blockquote><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>首席执行官<b>埃隆·马斯克</b>有一条建议<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>和<a href=\"https://laohu8.com/S/F\">福特</a>-支持的电动汽车制造商<b>Rivian</b>- 在急于建立第二家工厂之前,从错误中吸取教训。</blockquote></p><p> <b>What Happened:</b> Rivian is reportedly investing at least $5 billion to build a second electric vehicle factory near Fort Worth, Texas. The manufacturing plant, codenamed “Project Terra,” will have an annual capacity of 200,000 electric vehicles and is expected to create at least 7,500 jobs by 2027.</p><p><blockquote><b>发生了什么:</b>据报道,Rivian正在投资至少50亿美元在德克萨斯州沃思堡附近建造第二家电动汽车工厂。该制造厂代号为 “Project Terra ”,年产能为 20 万辆电动汽车,预计到 2027 年将创造至少 7500 个就业岗位。</blockquote></p><p> The development spurred Musk to comment on Rivian’s efforts to build the second plant in the U.S. with a suggestion that Rivian should get its first factory “working” as it is “insanely” difficult to produce at a large scale at affordable unit cost.</p><p><blockquote>这一进展促使马斯克对Rivian在美国建设第二家工厂的努力发表评论,他建议Rivian应该让其第一家工厂 “投入运营”,因为以可承受的单位成本大规模生产 “极其 ”困难。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1e3c41f8bea51fdbabdb7ee7c7e9443c\" tg-width=\"720\" tg-height=\"834\" width=\"100%\" height=\"auto\">Musk later agreed to a response to his earlier tweet that elaborated how most problems in a manufacturing plant are found out during production and not beforehand and it is not smart to scale up without learning from those mistakes.</p><p><blockquote>马斯克后来同意对他早些时候的推文做出回应,该推文详细阐述了制造工厂的大多数问题是如何在生产过程中而不是事先发现的,如果不从这些错误中吸取教训,扩大规模是不明智的。</blockquote></p><p> <b>Why It Matters:</b> Rivian’s recent fundraise and expansion plans come just months after the electric vehicle makerdelayed the start of productionof its R1T electric pickups at its existing manufacturing facility in Normal, Illinois.</p><p><blockquote><b>为什么重要:</b>就在Rivian最近的筹款和扩张计划出台几个月前,这家电动汽车制造商推迟了其位于伊利诺伊州诺莫尔的现有制造工厂开始生产 R1T 电动皮卡的时间。</blockquote></p><p> The second plant will help Rivian expand capacity and compete with Elon Musk-led Tesla, which has a relatively larger scale and is further expanding — currently building an electric vehicle factory in Austin with a target to begin production by the end of the year.</p><p><blockquote>第二家工厂将帮助Rivian扩大产能,并与埃隆·马斯克领导的特斯拉竞争,后者的规模相对更大,并且正在进一步扩张——目前正在奥斯丁建设一家电动汽车工厂,目标是在今年年底前开始生产。</blockquote></p><p> Rivian recentlysecured a fresh $2.5 billion fundingfrom existing investors such as Amazon, Ford and T. Rowe Price. The electric vehicle start-up said it has raised about $10.5 billion since 2019.</p><p><blockquote>Rivian最近从亚马逊、福特和 T. Rowe Price 等现有投资者那里获得了 25 亿美元的新资金。这家电动汽车初创公司表示,自 2019 年以来已筹集了约 105 亿美元。</blockquote></p><p> The California-based startup is valued at $27.6 billion and is reportedly planning to get a U.S. listing in September. The IPO timing is not certain and the listing could occur in late 2021 or even 2022, as per a Bloomberg report.</p><p><blockquote>这家总部位于加州的初创公司估值为 276 亿美元,据报道计划于 9 月在美国上市。据彭博社报道,IPO时间尚不确定,上市可能会在2021年底甚至2022年进行。</blockquote></p><p> <b>Price Action:</b> <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a> shares closed 0.86% lower at $3,292.11 on Wednesday.</p><p><blockquote><b>价格行为:</b> <a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>周三股价收盘下跌 0.86%,至 3,292.11 美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184676761","content_text":"Tesla Motors CEO Elon Musk has a piece of advice for Amazon.com and Ford-backed electric vehicle maker Rivian- learn from your mistakes before rushing to build a second plant.\nWhat Happened: Rivian is reportedly investing at least $5 billion to build a second electric vehicle factory near Fort Worth, Texas. The manufacturing plant, codenamed “Project Terra,” will have an annual capacity of 200,000 electric vehicles and is expected to create at least 7,500 jobs by 2027.\nThe development spurred Musk to comment on Rivian’s efforts to build the second plant in the U.S. with a suggestion that Rivian should get its first factory “working” as it is “insanely” difficult to produce at a large scale at affordable unit cost.\nMusk later agreed to a response to his earlier tweet that elaborated how most problems in a manufacturing plant are found out during production and not beforehand and it is not smart to scale up without learning from those mistakes.\nWhy It Matters: Rivian’s recent fundraise and expansion plans come just months after the electric vehicle makerdelayed the start of productionof its R1T electric pickups at its existing manufacturing facility in Normal, Illinois.\nThe second plant will help Rivian expand capacity and compete with Elon Musk-led Tesla, which has a relatively larger scale and is further expanding — currently building an electric vehicle factory in Austin with a target to begin production by the end of the year.\nRivian recentlysecured a fresh $2.5 billion fundingfrom existing investors such as Amazon, Ford and T. Rowe Price. The electric vehicle start-up said it has raised about $10.5 billion since 2019.\nThe California-based startup is valued at $27.6 billion and is reportedly planning to get a U.S. listing in September. The IPO timing is not certain and the listing could occur in late 2021 or even 2022, as per a Bloomberg report.\nPrice Action: Amazon.com shares closed 0.86% lower at $3,292.11 on Wednesday.","news_type":1,"symbols_score_info":{"AMZN":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898502980,"gmtCreate":1628506902540,"gmtModify":1633746608431,"author":{"id":"3585722115143639","authorId":"3585722115143639","name":"Lemb77","avatar":"https://static.tigerbbs.com/7f5d8963029154b3c0fbba5bcc6c8c2a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585722115143639","idStr":"3585722115143639"},"themes":[],"title":"","htmlText":"Pls like and comment. Thks ","listText":"Pls like and comment. Thks ","text":"Pls like and comment. Thks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898502980","repostId":"2158480614","repostType":4,"isVote":1,"tweetType":1,"viewCount":3798,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891915789,"gmtCreate":1628316742241,"gmtModify":1633751687502,"author":{"id":"3585722115143639","authorId":"3585722115143639","name":"Lemb77","avatar":"https://static.tigerbbs.com/7f5d8963029154b3c0fbba5bcc6c8c2a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585722115143639","idStr":"3585722115143639"},"themes":[],"title":"","htmlText":"Pls like and comment. Thks ","listText":"Pls like and comment. Thks ","text":"Pls like and comment. Thks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/891915789","repostId":"1119792130","repostType":4,"isVote":1,"tweetType":1,"viewCount":2048,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893908525,"gmtCreate":1628225938267,"gmtModify":1633752416258,"author":{"id":"3585722115143639","authorId":"3585722115143639","name":"Lemb77","avatar":"https://static.tigerbbs.com/7f5d8963029154b3c0fbba5bcc6c8c2a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585722115143639","idStr":"3585722115143639"},"themes":[],"title":"","htmlText":"Pls like and comment. Thks","listText":"Pls like and comment. Thks","text":"Pls like and comment. Thks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/893908525","repostId":"1199377263","repostType":4,"repost":{"id":"1199377263","kind":"news","pubTimestamp":1628222564,"share":"https://www.laohunote.com/m/news/1199377263?lang=zh_CN&edition=full","pubTime":"2021-08-06 12:02","market":"us","language":"en","title":"The S&P 500 looks strong — but these ‘internals’ are far less positive<blockquote>标普500看起来很强大--但这些 “内部因素 ”远没有那么积极</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1199377263","media":"MarketWatch","summary":"The S&P 500 index continues to accelerate to the upside. A new all-time closing high was registered ","content":"<p>The S&P 500 index continues to accelerate to the upside. A new all-time closing high was registered on Tuesday. Yet, the “internals” of the market remain in a far worse state. This has been the case for some time (since June 11, at least), and it may continue to be the case for a while longer.</p><p><blockquote>标普500指数继续加速上行。周二创下历史收盘新高。然而,市场的 “内部因素 ”仍然处于糟糕得多的状态。这种情况已经持续了一段时间(至少从6月11日开始),而且这种情况可能会持续一段时间。</blockquote></p><p> But as long as the S&P chart is positive and above support, a “core” long position is recommended.</p><p><blockquote>但只要标准普尔图表为正值且高于支撑位,就建议持有 “核心 ”多头头寸。</blockquote></p><p> The first support level is now roughly 4370. That was the low on the two most recent days on which SPX sold off and then rebounded – July 27 and Tuesday (yes, the same day that SPX bounced back from that level and then closed at a new all-time high). Since it has been doubly tested, that makes it a viable support level. There is resistance at 4430, the all-time intraday high.</p><p><blockquote>第一个支撑位现在大约是4370。这是 SPX 最近两天抛售然后反弹的低点——7 月 27 日和周二(是的,就是 SPX 从该水平反弹然后收于历史新高的同一天)。由于它已经过双重测试,这使得它成为一个可行的支持级别。盘中历史高点4430点存在阻力。</blockquote></p><p> You can see from the accompanying chart that SPX has been in a rather right trading since July 23 – between 4370 and 4430.</p><p><blockquote>你可以从随附的图表中看到,自7月23日以来,SPX一直处于相当正确的交易状态——在4370到4430之间。</blockquote></p><p> A breakout from that range will be significant. If it were to break to the downside, that would be a negative for the SPX chart. Below there, a major support area exists at 4233, and it would likely be tested quickly after a break below 4370.</p><p><blockquote>突破该范围将意义重大。如果它向下突破,这将对 SPX 图表产生负面影响。在该处下方,4233 处存在一个主要支撑区域,在跌破 4370 后可能会很快受到测试。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8fde9899a8fd1227a022dfe59858d4c5\" tg-width=\"699\" tg-height=\"523\" width=\"100%\" height=\"auto\"><span>LAWRENCE MCMILLAN</span></p><p><blockquote><p class=\"t-img-caption\"><span>劳伦斯·麦克米伦</span></p></blockquote></p><p> So the SPX chart is still positive, but there is a McMillan Volatility Band (MVB) sell signal in place (green “S” on chart).</p><p><blockquote>因此,SPX 图表仍然为正值,但有一个麦克米伦波动率波段 (MVB) 卖出信号(图表上的绿色 “S”)。</blockquote></p><p> Now let’s look at some of the indicators that encompass a larger number of stocks. You will see that they are far less positive. First are the equity-only put-call ratios. These have been rising for a month, meaning they have been on sell signals during that time. Put volume has been heavy, relative to call volume, and that is what is causing these ratios to rise. It looks like there is a slight “wiggle” in the standard ratio’s chart, but the computer analysis programs say that is not significant.</p><p><blockquote>现在,让我们来看看包含大量股票的一些指标。你会发现他们远没有那么积极。首先是纯股票看跌看涨期权比率。这些价格已经上涨了一个月,这意味着它们在此期间一直处于卖出信号。相对于看涨期权成交量,看跌期权成交量一直很大,这就是导致这些比率上升的原因。标准比率的图表似乎有轻微的 “波动”,但计算机分析程序说这并不明显。</blockquote></p><p> The larger picture here is that as many stocks have been declining, option traders have been buying puts on those stocks, forcing these equity-only put-call ratios higher. As long as the ratios are rising, they will remain on sell signals.</p><p><blockquote>更大的情况是,随着许多股票的下跌,期权交易者一直在购买这些股票的看跌期权,迫使这些纯股票的看跌期权与看涨期权比率走高。只要比率上升,他们就会保持卖出信号。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87099f2be31d9ce51b1b0c4708a9f046\" tg-width=\"699\" tg-height=\"535\" width=\"100%\" height=\"auto\"><span>LAWRENCE MCMILLAN</span></p><p><blockquote><p class=\"t-img-caption\"><span>劳伦斯·麦克米伦</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6f08da61f702fd9abb483cd1d8f5b4ba\" tg-width=\"700\" tg-height=\"523\" width=\"100%\" height=\"auto\"><span>LAWRENCE MCMILLAN</span></p><p><blockquote><p class=\"t-img-caption\"><span>劳伦斯·麦克米伦</span></p></blockquote></p><p> Market breadth (advances minus declines) has been woeful since mid-June. That is, most stocks are going down, even though SPX is going up. In fact, what is driving this market is a handful of large-cap NASDAQ stocks (the FAANG stocks plus Microsoft are the strongest stocks).</p><p><blockquote>自 6 月中旬以来,市场广度(涨幅减去跌幅)一直很糟糕。也就是说,大多数股票都在下跌,尽管 SPX 正在上涨。事实上,推动这个市场的是少数纳斯达克大盘股(FAANG股票加微软是最强的股票)。</blockquote></p><p> Things have improved a little in the last couple of weeks, and so our breadth oscillators are on buy signals, but they are still in negative territory. Normally when SPX is making new all-time highs, the breadth oscillators are will into positive territory, reflecting a strong overall market. But that is not the case now.</p><p><blockquote>过去几周情况有所改善,因此我们的宽度振荡器处于买入信号,但仍处于负值区域。通常情况下,当SPX创下历史新高时,宽度振荡指标将进入正值区域,反映出整体市场强劲。但现在情况并非如此。</blockquote></p><p> Moreover, cumulative breadth (the running total of daily advances minus declines) has not made a new all-time high since June 11. SPX has made a new closing or intraday high on 19 separate trading days since then. That is a huge, negative market divergence, but it alone is not a sell signal. Rather, it is a strong warning to be alert – to avoid complacency.</p><p><blockquote>此外,累计宽度(每日涨幅减去跌幅的运行总和)自6月11日以来没有创下历史新高。此后,SPX 已连续 19 个交易日创下收盘或盘中新高。这是一个巨大的负面市场背离,但这本身并不是卖出信号。相反,这是一个强烈的警告,要保持警惕——避免自满。</blockquote></p><p> New 52-week highs on the NYSE continue to lead new 52-week lows. Recently, there have been some isolated days where new lows exceeded new highs using NASDAQ or “stocks only” data, but not when using NYSE data. That means this indicator remains bullish for stocks. It would turn negative if NYSE new lows exceeded new highs and were sufficiently large, but that has not happened.</p><p><blockquote>纽约证券交易所52周新高继续创下52周新低。最近,使用纳斯达克或 “仅股票 ”数据时,有一些孤立的日子出现了新低超过新高的情况,但使用纽约证券交易所数据时不会出现这种情况。这意味着该指标仍然看好股票。如果纽约证券交易所新低超过新高并且足够大,它就会变成负值,但这种情况还没有发生。</blockquote></p><p> There is a realized volatility sell signal in place, as well. That occurred when the S&P’s 20-day historical volatility first fell below 8% (in mid-June) and then later rose above 11% (in late July).</p><p><blockquote>还有一个已实现的波动率卖出信号。当标准普尔的 20 天历史波动率先跌破 8%(6 月中旬),随后又升至 11%(7 月下旬)以上时,就发生了这种情况。</blockquote></p><p> Implied volatility, on the other hand, remains in a bullish state, as far the stock market is concerned. The VIX “spike peak” buy signal of July 20 remains in place. Moreover, the VIX 200-day moving average is still declining and is well above the price of VIX.There has been a slow “creep” upward by VIX, from 15 to 19 over the last month, but that doesn’t appear to be a significant change of trend.</p><p><blockquote>另一方面,就股市而言,隐含波动率仍处于看涨状态。7 月 20 日的 VIX “尖峰 ”买入信号仍然有效。此外,VIX 200日移动平均线仍在下降,并且远高于VIX的价格。VIX 指数在过去一个月里从 15 点缓慢 “爬升 ”至 19 点,但这似乎并不是一个明显的趋势变化。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e3501a851250cf90d4f08e0152a5d9a9\" tg-width=\"700\" tg-height=\"524\" width=\"100%\" height=\"auto\"><span>LAWRENCE MCMILLAN</span></p><p><blockquote><p class=\"t-img-caption\"><span>劳伦斯·麦克米伦</span></p></blockquote></p><p></p><p> Finally, the construct of volatility derivatives remains positive for the stock market. The VIX futures are trading at a premium to VIX, and the term structures of those VIX futures and the CBOE Volatility Indices slope upward.</p><p><blockquote>最后,波动性衍生品的结构对股市仍然有利。VIX 期货的交易价格高于 VIX,并且这些 VIX 期货和芝加哥期权交易所波动率指数的期限结构呈上升趋势。</blockquote></p><p> The SPX chart is still positive. That is the most important fact. Until that changes, a long “core” position is recommended. Around that, one can trade confirmed signals – both buy and sell. A violation of the 4370 area by SPX would change things for the negative, but a breakout to new all-time highs above 4430 would reinforce the bullish case.</p><p><blockquote>SPX图表仍然是积极的。这是最重要的事实。在这种情况改变之前,建议做多“核心”头寸。围绕这一点,人们可以交易确认的信号——买入和卖出。SPX 突破 4370 区域将使情况发生负面变化,但突破 4430 上方的历史新高将加强看涨理由。</blockquote></p><p> <b>New recommendation: Conditional SPX sell signal</b></p><p><blockquote><b>新建议:有条件 SPX 卖出信号</b></blockquote></p><p> Based on the above article, we are going to lay out some parameters regarding taking a bearish position should SPX support be broken:</p><p><blockquote>根据上述文章,我们将列出一些关于在 SPX 支撑位被突破时采取看跌头寸的参数:</blockquote></p><p> <b>IF SPX trades below 4370 and stays there for an hour,</b></p><p><blockquote><b>如果SPX交易价格低于4370并在那里停留一个小时,</b></blockquote></p><p> <b>THEN buy 1 SPY Aug (27th) at-the-money put</b></p><p><blockquote><b>然后购买 1 SPDR标普500指数ETF 8 月(27 日)实值看跌期权</b></blockquote></p><p> <b> And sell 1 SPY Aug (27th) put with a striking price 25 points lower.</b></p><p><blockquote><b>并以惊人的低25点的价格卖出1个SPDR标普500指数ETF 8月(27日)看跌期权。</b></blockquote></p><p> In addition,</p><p><blockquote>此外,</blockquote></p><p> <b>IF SPX closes below 4370,</b></p><p><blockquote><b>如果 SPX 收盘低于 4370,</b></blockquote></p><p> <b>THEN buy another bear spread:</b></p><p><blockquote><b>然后再买一个熊市价差:</b></blockquote></p><p> <b> Buy 1 (more) SPY Aug (27th) at-the-money put</b></p><p><blockquote><b>购买 1(更多)SPDR标普500指数ETF 8 月(27 日)实值看跌期权</b></blockquote></p><p> <b> And sell 1 (more) SPY Aug (27th) put with a striking price 25 points lower.</b></p><p><blockquote><b>并卖出 1(更多)SPDR标普500指数ETF 8 月(27 日)看跌期权,价格低 25 点。</b></blockquote></p><p> Note that it is possible that the second condition (close below 4370) could occur without the first condition being satisfied (if SPX breaks below 4370 late in a trading day). If that is the case, then buy 2 of these spreads on the close.</p><p><blockquote>请注意,在不满足第一个条件的情况下,第二个条件(收盘价低于 4370)可能会出现(如果 SPX 在交易日晚些时候跌破 4370)。如果是这样的话,那么在收盘时买入其中的两个价差。</blockquote></p><p> Finally, if these spreads are established, stop yourself out of all of these bear spreads on an SPX close above 4430.</p><p><blockquote>最后,如果这些价差成立,当SPX收盘价高于4430时,停止所有这些熊市价差。</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>The S&P 500 looks strong — but these ‘internals’ are far less positive<blockquote>标普500看起来很强大--但这些 “内部因素 ”远没有那么积极</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\">\nThe S&P 500 looks strong — but these ‘internals’ are far less positive<blockquote>标普500看起来很强大--但这些 “内部因素 ”远没有那么积极</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-08-06 12:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The S&P 500 index continues to accelerate to the upside. A new all-time closing high was registered on Tuesday. Yet, the “internals” of the market remain in a far worse state. This has been the case for some time (since June 11, at least), and it may continue to be the case for a while longer.</p><p><blockquote>标普500指数继续加速上行。周二创下历史收盘新高。然而,市场的 “内部因素 ”仍然处于糟糕得多的状态。这种情况已经持续了一段时间(至少从6月11日开始),而且这种情况可能会持续一段时间。</blockquote></p><p> But as long as the S&P chart is positive and above support, a “core” long position is recommended.</p><p><blockquote>但只要标准普尔图表为正值且高于支撑位,就建议持有 “核心 ”多头头寸。</blockquote></p><p> The first support level is now roughly 4370. That was the low on the two most recent days on which SPX sold off and then rebounded – July 27 and Tuesday (yes, the same day that SPX bounced back from that level and then closed at a new all-time high). Since it has been doubly tested, that makes it a viable support level. There is resistance at 4430, the all-time intraday high.</p><p><blockquote>第一个支撑位现在大约是4370。这是 SPX 最近两天抛售然后反弹的低点——7 月 27 日和周二(是的,就是 SPX 从该水平反弹然后收于历史新高的同一天)。由于它已经过双重测试,这使得它成为一个可行的支持级别。盘中历史高点4430点存在阻力。</blockquote></p><p> You can see from the accompanying chart that SPX has been in a rather right trading since July 23 – between 4370 and 4430.</p><p><blockquote>你可以从随附的图表中看到,自7月23日以来,SPX一直处于相当正确的交易状态——在4370到4430之间。</blockquote></p><p> A breakout from that range will be significant. If it were to break to the downside, that would be a negative for the SPX chart. Below there, a major support area exists at 4233, and it would likely be tested quickly after a break below 4370.</p><p><blockquote>突破该范围将意义重大。如果它向下突破,这将对 SPX 图表产生负面影响。在该处下方,4233 处存在一个主要支撑区域,在跌破 4370 后可能会很快受到测试。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8fde9899a8fd1227a022dfe59858d4c5\" tg-width=\"699\" tg-height=\"523\" width=\"100%\" height=\"auto\"><span>LAWRENCE MCMILLAN</span></p><p><blockquote><p class=\"t-img-caption\"><span>劳伦斯·麦克米伦</span></p></blockquote></p><p> So the SPX chart is still positive, but there is a McMillan Volatility Band (MVB) sell signal in place (green “S” on chart).</p><p><blockquote>因此,SPX 图表仍然为正值,但有一个麦克米伦波动率波段 (MVB) 卖出信号(图表上的绿色 “S”)。</blockquote></p><p> Now let’s look at some of the indicators that encompass a larger number of stocks. You will see that they are far less positive. First are the equity-only put-call ratios. These have been rising for a month, meaning they have been on sell signals during that time. Put volume has been heavy, relative to call volume, and that is what is causing these ratios to rise. It looks like there is a slight “wiggle” in the standard ratio’s chart, but the computer analysis programs say that is not significant.</p><p><blockquote>现在,让我们来看看包含大量股票的一些指标。你会发现他们远没有那么积极。首先是纯股票看跌看涨期权比率。这些价格已经上涨了一个月,这意味着它们在此期间一直处于卖出信号。相对于看涨期权成交量,看跌期权成交量一直很大,这就是导致这些比率上升的原因。标准比率的图表似乎有轻微的 “波动”,但计算机分析程序说这并不明显。</blockquote></p><p> The larger picture here is that as many stocks have been declining, option traders have been buying puts on those stocks, forcing these equity-only put-call ratios higher. As long as the ratios are rising, they will remain on sell signals.</p><p><blockquote>更大的情况是,随着许多股票的下跌,期权交易者一直在购买这些股票的看跌期权,迫使这些纯股票的看跌期权与看涨期权比率走高。只要比率上升,他们就会保持卖出信号。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87099f2be31d9ce51b1b0c4708a9f046\" tg-width=\"699\" tg-height=\"535\" width=\"100%\" height=\"auto\"><span>LAWRENCE MCMILLAN</span></p><p><blockquote><p class=\"t-img-caption\"><span>劳伦斯·麦克米伦</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6f08da61f702fd9abb483cd1d8f5b4ba\" tg-width=\"700\" tg-height=\"523\" width=\"100%\" height=\"auto\"><span>LAWRENCE MCMILLAN</span></p><p><blockquote><p class=\"t-img-caption\"><span>劳伦斯·麦克米伦</span></p></blockquote></p><p> Market breadth (advances minus declines) has been woeful since mid-June. That is, most stocks are going down, even though SPX is going up. In fact, what is driving this market is a handful of large-cap NASDAQ stocks (the FAANG stocks plus Microsoft are the strongest stocks).</p><p><blockquote>自 6 月中旬以来,市场广度(涨幅减去跌幅)一直很糟糕。也就是说,大多数股票都在下跌,尽管 SPX 正在上涨。事实上,推动这个市场的是少数纳斯达克大盘股(FAANG股票加微软是最强的股票)。</blockquote></p><p> Things have improved a little in the last couple of weeks, and so our breadth oscillators are on buy signals, but they are still in negative territory. Normally when SPX is making new all-time highs, the breadth oscillators are will into positive territory, reflecting a strong overall market. But that is not the case now.</p><p><blockquote>过去几周情况有所改善,因此我们的宽度振荡器处于买入信号,但仍处于负值区域。通常情况下,当SPX创下历史新高时,宽度振荡指标将进入正值区域,反映出整体市场强劲。但现在情况并非如此。</blockquote></p><p> Moreover, cumulative breadth (the running total of daily advances minus declines) has not made a new all-time high since June 11. SPX has made a new closing or intraday high on 19 separate trading days since then. That is a huge, negative market divergence, but it alone is not a sell signal. Rather, it is a strong warning to be alert – to avoid complacency.</p><p><blockquote>此外,累计宽度(每日涨幅减去跌幅的运行总和)自6月11日以来没有创下历史新高。此后,SPX 已连续 19 个交易日创下收盘或盘中新高。这是一个巨大的负面市场背离,但这本身并不是卖出信号。相反,这是一个强烈的警告,要保持警惕——避免自满。</blockquote></p><p> New 52-week highs on the NYSE continue to lead new 52-week lows. Recently, there have been some isolated days where new lows exceeded new highs using NASDAQ or “stocks only” data, but not when using NYSE data. That means this indicator remains bullish for stocks. It would turn negative if NYSE new lows exceeded new highs and were sufficiently large, but that has not happened.</p><p><blockquote>纽约证券交易所52周新高继续创下52周新低。最近,使用纳斯达克或 “仅股票 ”数据时,有一些孤立的日子出现了新低超过新高的情况,但使用纽约证券交易所数据时不会出现这种情况。这意味着该指标仍然看好股票。如果纽约证券交易所新低超过新高并且足够大,它就会变成负值,但这种情况还没有发生。</blockquote></p><p> There is a realized volatility sell signal in place, as well. That occurred when the S&P’s 20-day historical volatility first fell below 8% (in mid-June) and then later rose above 11% (in late July).</p><p><blockquote>还有一个已实现的波动率卖出信号。当标准普尔的 20 天历史波动率先跌破 8%(6 月中旬),随后又升至 11%(7 月下旬)以上时,就发生了这种情况。</blockquote></p><p> Implied volatility, on the other hand, remains in a bullish state, as far the stock market is concerned. The VIX “spike peak” buy signal of July 20 remains in place. Moreover, the VIX 200-day moving average is still declining and is well above the price of VIX.There has been a slow “creep” upward by VIX, from 15 to 19 over the last month, but that doesn’t appear to be a significant change of trend.</p><p><blockquote>另一方面,就股市而言,隐含波动率仍处于看涨状态。7 月 20 日的 VIX “尖峰 ”买入信号仍然有效。此外,VIX 200日移动平均线仍在下降,并且远高于VIX的价格。VIX 指数在过去一个月里从 15 点缓慢 “爬升 ”至 19 点,但这似乎并不是一个明显的趋势变化。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e3501a851250cf90d4f08e0152a5d9a9\" tg-width=\"700\" tg-height=\"524\" width=\"100%\" height=\"auto\"><span>LAWRENCE MCMILLAN</span></p><p><blockquote><p class=\"t-img-caption\"><span>劳伦斯·麦克米伦</span></p></blockquote></p><p></p><p> Finally, the construct of volatility derivatives remains positive for the stock market. The VIX futures are trading at a premium to VIX, and the term structures of those VIX futures and the CBOE Volatility Indices slope upward.</p><p><blockquote>最后,波动性衍生品的结构对股市仍然有利。VIX 期货的交易价格高于 VIX,并且这些 VIX 期货和芝加哥期权交易所波动率指数的期限结构呈上升趋势。</blockquote></p><p> The SPX chart is still positive. That is the most important fact. Until that changes, a long “core” position is recommended. Around that, one can trade confirmed signals – both buy and sell. A violation of the 4370 area by SPX would change things for the negative, but a breakout to new all-time highs above 4430 would reinforce the bullish case.</p><p><blockquote>SPX图表仍然是积极的。这是最重要的事实。在这种情况改变之前,建议做多“核心”头寸。围绕这一点,人们可以交易确认的信号——买入和卖出。SPX 突破 4370 区域将使情况发生负面变化,但突破 4430 上方的历史新高将加强看涨理由。</blockquote></p><p> <b>New recommendation: Conditional SPX sell signal</b></p><p><blockquote><b>新建议:有条件 SPX 卖出信号</b></blockquote></p><p> Based on the above article, we are going to lay out some parameters regarding taking a bearish position should SPX support be broken:</p><p><blockquote>根据上述文章,我们将列出一些关于在 SPX 支撑位被突破时采取看跌头寸的参数:</blockquote></p><p> <b>IF SPX trades below 4370 and stays there for an hour,</b></p><p><blockquote><b>如果SPX交易价格低于4370并在那里停留一个小时,</b></blockquote></p><p> <b>THEN buy 1 SPY Aug (27th) at-the-money put</b></p><p><blockquote><b>然后购买 1 SPDR标普500指数ETF 8 月(27 日)实值看跌期权</b></blockquote></p><p> <b> And sell 1 SPY Aug (27th) put with a striking price 25 points lower.</b></p><p><blockquote><b>并以惊人的低25点的价格卖出1个SPDR标普500指数ETF 8月(27日)看跌期权。</b></blockquote></p><p> In addition,</p><p><blockquote>此外,</blockquote></p><p> <b>IF SPX closes below 4370,</b></p><p><blockquote><b>如果 SPX 收盘低于 4370,</b></blockquote></p><p> <b>THEN buy another bear spread:</b></p><p><blockquote><b>然后再买一个熊市价差:</b></blockquote></p><p> <b> Buy 1 (more) SPY Aug (27th) at-the-money put</b></p><p><blockquote><b>购买 1(更多)SPDR标普500指数ETF 8 月(27 日)实值看跌期权</b></blockquote></p><p> <b> And sell 1 (more) SPY Aug (27th) put with a striking price 25 points lower.</b></p><p><blockquote><b>并卖出 1(更多)SPDR标普500指数ETF 8 月(27 日)看跌期权,价格低 25 点。</b></blockquote></p><p> Note that it is possible that the second condition (close below 4370) could occur without the first condition being satisfied (if SPX breaks below 4370 late in a trading day). If that is the case, then buy 2 of these spreads on the close.</p><p><blockquote>请注意,在不满足第一个条件的情况下,第二个条件(收盘价低于 4370)可能会出现(如果 SPX 在交易日晚些时候跌破 4370)。如果是这样的话,那么在收盘时买入其中的两个价差。</blockquote></p><p> Finally, if these spreads are established, stop yourself out of all of these bear spreads on an SPX close above 4430.</p><p><blockquote>最后,如果这些价差成立,当SPX收盘价高于4430时,停止所有这些熊市价差。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/the-s-p-500-looks-strong-but-these-internals-are-far-less-positive-01628176855?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":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/story/the-s-p-500-looks-strong-but-these-internals-are-far-less-positive-01628176855?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199377263","content_text":"The S&P 500 index continues to accelerate to the upside. A new all-time closing high was registered on Tuesday. Yet, the “internals” of the market remain in a far worse state. This has been the case for some time (since June 11, at least), and it may continue to be the case for a while longer.\nBut as long as the S&P chart is positive and above support, a “core” long position is recommended.\nThe first support level is now roughly 4370. That was the low on the two most recent days on which SPX sold off and then rebounded – July 27 and Tuesday (yes, the same day that SPX bounced back from that level and then closed at a new all-time high). Since it has been doubly tested, that makes it a viable support level. There is resistance at 4430, the all-time intraday high.\nYou can see from the accompanying chart that SPX has been in a rather right trading since July 23 – between 4370 and 4430.\nA breakout from that range will be significant. If it were to break to the downside, that would be a negative for the SPX chart. Below there, a major support area exists at 4233, and it would likely be tested quickly after a break below 4370.\nLAWRENCE MCMILLAN\nSo the SPX chart is still positive, but there is a McMillan Volatility Band (MVB) sell signal in place (green “S” on chart).\nNow let’s look at some of the indicators that encompass a larger number of stocks. You will see that they are far less positive. First are the equity-only put-call ratios. These have been rising for a month, meaning they have been on sell signals during that time. Put volume has been heavy, relative to call volume, and that is what is causing these ratios to rise. It looks like there is a slight “wiggle” in the standard ratio’s chart, but the computer analysis programs say that is not significant.\nThe larger picture here is that as many stocks have been declining, option traders have been buying puts on those stocks, forcing these equity-only put-call ratios higher. As long as the ratios are rising, they will remain on sell signals.\nLAWRENCE MCMILLAN\nLAWRENCE MCMILLAN\nMarket breadth (advances minus declines) has been woeful since mid-June. That is, most stocks are going down, even though SPX is going up. In fact, what is driving this market is a handful of large-cap NASDAQ stocks (the FAANG stocks plus Microsoft are the strongest stocks).\nThings have improved a little in the last couple of weeks, and so our breadth oscillators are on buy signals, but they are still in negative territory. Normally when SPX is making new all-time highs, the breadth oscillators are will into positive territory, reflecting a strong overall market. But that is not the case now.\nMoreover, cumulative breadth (the running total of daily advances minus declines) has not made a new all-time high since June 11. SPX has made a new closing or intraday high on 19 separate trading days since then. That is a huge, negative market divergence, but it alone is not a sell signal. Rather, it is a strong warning to be alert – to avoid complacency.\nNew 52-week highs on the NYSE continue to lead new 52-week lows. Recently, there have been some isolated days where new lows exceeded new highs using NASDAQ or “stocks only” data, but not when using NYSE data. That means this indicator remains bullish for stocks. It would turn negative if NYSE new lows exceeded new highs and were sufficiently large, but that has not happened.\nThere is a realized volatility sell signal in place, as well. That occurred when the S&P’s 20-day historical volatility first fell below 8% (in mid-June) and then later rose above 11% (in late July).\nImplied volatility, on the other hand, remains in a bullish state, as far the stock market is concerned. The VIX “spike peak” buy signal of July 20 remains in place. Moreover, the VIX 200-day moving average is still declining and is well above the price of VIX.There has been a slow “creep” upward by VIX, from 15 to 19 over the last month, but that doesn’t appear to be a significant change of trend.\nLAWRENCE MCMILLAN\nFinally, the construct of volatility derivatives remains positive for the stock market. The VIX futures are trading at a premium to VIX, and the term structures of those VIX futures and the CBOE Volatility Indices slope upward.\nThe SPX chart is still positive. That is the most important fact. Until that changes, a long “core” position is recommended. Around that, one can trade confirmed signals – both buy and sell. A violation of the 4370 area by SPX would change things for the negative, but a breakout to new all-time highs above 4430 would reinforce the bullish case.\nNew recommendation: Conditional SPX sell signal\nBased on the above article, we are going to lay out some parameters regarding taking a bearish position should SPX support be broken:\nIF SPX trades below 4370 and stays there for an hour,\nTHEN buy 1 SPY Aug (27th) at-the-money put\n And sell 1 SPY Aug (27th) put with a striking price 25 points lower.\nIn addition,\nIF SPX closes below 4370,\nTHEN buy another bear spread:\n Buy 1 (more) SPY Aug (27th) at-the-money put\n And sell 1 (more) SPY Aug (27th) put with a striking price 25 points lower.\nNote that it is possible that the second condition (close below 4370) could occur without the first condition being satisfied (if SPX breaks below 4370 late in a trading day). If that is the case, then buy 2 of these spreads on the close.\nFinally, if these spreads are established, stop yourself out of all of these bear spreads on an SPX close above 4430.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2035,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899385500,"gmtCreate":1628160614900,"gmtModify":1633753064161,"author":{"id":"3585722115143639","authorId":"3585722115143639","name":"Lemb77","avatar":"https://static.tigerbbs.com/7f5d8963029154b3c0fbba5bcc6c8c2a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585722115143639","idStr":"3585722115143639"},"themes":[],"title":"","htmlText":"Like n comment pls. Thks","listText":"Like n comment pls. Thks","text":"Like n comment pls. Thks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/899385500","repostId":"1121866583","repostType":4,"repost":{"id":"1121866583","kind":"news","pubTimestamp":1628158108,"share":"https://www.laohunote.com/m/news/1121866583?lang=zh_CN&edition=full","pubTime":"2021-08-05 18:08","market":"us","language":"en","title":"What's Next For The S&P 500: 10% Pullback or Rolling Correction?<blockquote>标普500的下一步是什么:10%回调还是滚动修正?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1121866583","media":"zacks","summary":"The market has become increasingly rational as this 16-month bull market matures, and index-based up","content":"<p>The market has become increasingly rational as this 16-month bull market matures, and index-based upside potential dwindles every additional percentage they rally. This is a stock picker's market. Quality stocks in well-positioned sectors will have much higher upside potential than most index-tracking ETFs for the remainder of 2021.</p><p><blockquote>随着这16个月的牛市的成熟,市场变得越来越理性,基于指数的上涨潜力每增加一个百分比,就会减少。这是一个选股者的市场。在 2021 年剩余时间里,定位良好的行业中的优质股票将比大多数指数跟踪 ETF 具有更高的上涨潜力。</blockquote></p><p> The S&P 500 hasn't seen a pullback of more than 5% so far this year and hasn't seen an actual correction (a pullback of 10% or more) since last September, which was quickly bought back up once that down 10% mark was reached. Despite this blue-chip benchmark not exhibiting any material sell-off, over 90% of its 505 components have experienced a 10% or larger correction in 2021 thus far.</p><p><blockquote>今年到目前为止,标普500的回调幅度还没有超过 5%,自去年 9 月以来也没有出现过实际的调整(回调 10% 或更多),一旦达到 10% 的下跌关口,该指数就很快被买回。尽管这个蓝筹股基准没有表现出任何材料抛售,但迄今为止,其 505 个组件中有超过 90% 在 2021 年经历了 10% 或更大的调整。</blockquote></p><p> <b>Rotations In & Out of Growth & Value</b></p><p><blockquote><b>增长与价值的进出轮换</b></blockquote></p><p> Investors have kept the stock market's bull drive alive by rotating in and out of growth and value sectors as portfolio's position for the reopening at the beginning of the year, then turned back to growth stocks when the yield surge began to fade mid-May. This performance deviation is clearly illustrated below with Vanguard's growth-oriented ETF (VUG Quick QuoteVUG-Free Report) in the candlesticks and its value-focused ETF (VTV Quick QuoteVTV-Free Report) represented by the orange line.</p><p><blockquote>投资者通过在年初重新开盘时轮换进出成长型和价值型板块来保持股市的牛市势头,然后在5月中旬收益率飙升开始消退时又转向成长型股票。下面烛台中的 Vanguard 以增长为导向的 ETF (VUG Quick QuoteVUG-Free Report) 和以价值为导向的 ETF (VTV Quick QuoteVTV-Free Report) 清楚地说明了这种业绩偏差。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/80d0680692ab8ada950167692164017e\" tg-width=\"620\" tg-height=\"408\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Image Source: TradingView</p><p><blockquote>图片来源:TradingView</blockquote></p><p> The year-to-date performance divergence between these two stock groupings illustrates that investors & traders are not buying indiscriminately. Meaning that judgment is going into every trade decision (aka stock picking), causing the market to deflate overstretched areas and reallocate into relatively cheaper spaces.</p><p><blockquote>这两个股票组合今年迄今为止的表现差异表明,投资者和交易员并没有不分青红皂白地购买。这意味着这种判断会渗透到每一个交易决策(又名选股)中,导致市场收缩过度紧张的领域并重新分配到相对便宜的领域。</blockquote></p><p> <b>Accelerating Annualized Returns</b></p><p><blockquote><b>加速年化回报</b></blockquote></p><p> The S&P 500 has remained above an extraordinary 75% annualized return trendline for over 16 months now. Unfortunately, this rate of return isn't even close to sustainable.</p><p><blockquote>16 个月来,标普500一直保持在 75% 的年化回报率趋势线之上。不幸的是,这种回报率甚至远未达到可持续水平。</blockquote></p><p> The S&P 500 has averaged 12% upside a year over the past 3 decades. However, the average annual growth rate has aged like fine wine. This blue-chip benchmark has demonstrated an average annualized return of nearly 15% over the past decade, and if narrowed down to just the last 5 years, those annual gains go up to over 16%.</p><p><blockquote>过去 30 年来,标普500平均每年上涨 12%。然而,年均增长率却像美酒一样陈年。这一蓝筹股基准在过去十年中的平均年化回报率接近 15%,如果缩小到过去 5 年,这些年收益将超过 16%。</blockquote></p><p> The stock market is experiencing swelling average annual gains because of the rapid acceleration of technology that continuously accelerates companies' and our economy's growth outlook. I expect to see continued annualized return acceleration over the next decade as tech makes up a growing portion of the public equity market. Nevertheless, a rolling 75% annualized return out of the S&P 500 isn't viable.</p><p><blockquote>由于技术的快速发展不断加速公司和我们经济的增长前景,股市正在经历不断膨胀的年均涨幅。随着科技在公共股票市场中所占份额越来越大,我预计未来十年年化回报率将继续加速。然而,标普500滚动 75% 的年化回报率是不可行的。</blockquote></p><p> There may be too much sideline capital (a record 5.5 trillion in money market funds, according to Goldman Sachs (GS Quick QuoteGS-Free Report) for the market to entirely correct. Still, we are due for consolidation over the next few months, aka a rolling correction.</p><p><blockquote>可能有太多的边际资本(根据高盛(GS Quick QuoteGS-Free Report)的数据,货币市场基金达到创纪录的5.5万亿美元,市场无法完全纠正。尽管如此,我们仍将在未来几个月进行整合,也就是滚动调整。</blockquote></p><p> We are now entering a pivotal point in this maturing market cycle. Q2 earnings season has been tremendous thus far, with earnings soaring 105% on sales up over 22% from a year ago. 91% of the reported companies beating EPS estimates, and over 86% beat top-line projections. The richly valued tech sector has demonstrated awe-inspiring Q2 results, with 100% of them exceeding EPS estimates and over 96% beating on revenues, which seemingly justified frothy valuations in the space.</p><p><blockquote>我们现在正进入这个成熟市场周期的关键点。到目前为止,第二季度财报季表现非常出色,盈利飙升 105%,销售额同比增长 22% 以上。91% 的报告公司超出了每股收益预期,超过 86% 的公司超出了营收预测。估值极高的科技行业第二季度业绩令人敬畏,其中 100% 的业绩超出了每股收益预期,超过 96% 的业绩超出了收入预期,这似乎证明了该领域的泡沫估值是合理的。</blockquote></p><p> However, analysts are projecting peak earnings growth to be in the rear-view mirror as Q2 earnings season wraps up, and at these rich multiples, valuation compression may be in order. Even with these exceptional quarterly reports and growing full-year estimates, we have seen an undue level of profit-pulling and defensive market positioning. The resurging COVID fears and anticipated shift in monetary policy also weigh on bullish sentiment.</p><p><blockquote>然而,分析师预计,随着第二季度财报季的结束,盈利增长峰值将成为过去,在这些丰富的市盈率下,估值可能会压缩。即使有这些出色的季度报告和不断增长的全年预期,我们也看到了过度的利润拉动和防御性市场定位。新冠疫情担忧的死灰复燃和货币政策的预期转变也打压了看涨情绪。</blockquote></p><p> Nevertheless, the enormous amount of cash on the bench is still being put to work, with every marginal dip being bought right back up. The national consumer savings rate in the US sits sizably above the last decade's average. Americans are not only participating in the public equity market at a record rate, but they also have plenty of liquidity to keep buying their favorite stocks.</p><p><blockquote>尽管如此,板凳上的巨额现金仍在发挥作用,每一次边际下跌都会被买回。美国全国消费者储蓄率远高于过去十年的平均水平。美国人不仅以创纪录的速度参与公共股权市场,而且他们还有充足的流动性来继续购买他们喜欢的股票。</blockquote></p><p> Stocks remain the most attractive asset class, with negative real interest rates in the bond market, sky-high commodity prices, highly volatile crypto prices, and pricing pressure that most publicly traded companies have been able to easily transfer to their end-markets (illustrated by Q2 margin results).</p><p><blockquote>股票仍然是最具吸引力的资产类别,债券市场的负实际利率、天价商品价格、高度波动的加密货币价格以及大多数上市公司能够轻松转移到终端市场的定价压力(第二季度利润率结果说明)。</blockquote></p><p></p><p> I expect to see a rolling correction, reflected by a consolidating stock market, instead of this 10%+ correction that analysts have been postulating. Range-bound indexes(less than 10% swings) for some time (month or two) would have the same valuation compressing effect as an all-out correction because earnings would be growing while prices remain muted, leading to shrinking P/E multiples (aka rolling correction).</p><p><blockquote>我预计会看到股市盘整所反映的滚动调整,而不是分析师一直假设的 10% 以上的调整。在一段时间(一两个月)内(波动小于 10%)的区间指数(波动小于 10%)会产生与全面修正相同的估值压缩效果,因为收益会增长,而价格保持低迷,导致市盈率缩小(又名滚动修正)。</blockquote></p><p> I foresee a sideways broader market trade until the Delta-variant is no longer a global concern. I remain bullish on stocks for the remaining 5 months of 2021 and am confident that the S&P 500 will close out the year higher than it is trading at today.</p><p><blockquote>我预计市场交易将横盘整理,直到Delta变体不再是全球关注的问题。在2021年剩余的5个月里,我仍然看好股市,并相信标普500将以高于今天的交易价格结束这一年。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What's Next For The S&P 500: 10% Pullback or Rolling Correction?<blockquote>标普500的下一步是什么:10%回调还是滚动修正?</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat's Next For The S&P 500: 10% Pullback or Rolling Correction?<blockquote>标普500的下一步是什么:10%回调还是滚动修正?</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zacks</strong><span class=\"h-time small\">2021-08-05 18:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The market has become increasingly rational as this 16-month bull market matures, and index-based upside potential dwindles every additional percentage they rally. This is a stock picker's market. Quality stocks in well-positioned sectors will have much higher upside potential than most index-tracking ETFs for the remainder of 2021.</p><p><blockquote>随着这16个月的牛市的成熟,市场变得越来越理性,基于指数的上涨潜力每增加一个百分比,就会减少。这是一个选股者的市场。在 2021 年剩余时间里,定位良好的行业中的优质股票将比大多数指数跟踪 ETF 具有更高的上涨潜力。</blockquote></p><p> The S&P 500 hasn't seen a pullback of more than 5% so far this year and hasn't seen an actual correction (a pullback of 10% or more) since last September, which was quickly bought back up once that down 10% mark was reached. Despite this blue-chip benchmark not exhibiting any material sell-off, over 90% of its 505 components have experienced a 10% or larger correction in 2021 thus far.</p><p><blockquote>今年到目前为止,标普500的回调幅度还没有超过 5%,自去年 9 月以来也没有出现过实际的调整(回调 10% 或更多),一旦达到 10% 的下跌关口,该指数就很快被买回。尽管这个蓝筹股基准没有表现出任何材料抛售,但迄今为止,其 505 个组件中有超过 90% 在 2021 年经历了 10% 或更大的调整。</blockquote></p><p> <b>Rotations In & Out of Growth & Value</b></p><p><blockquote><b>增长与价值的进出轮换</b></blockquote></p><p> Investors have kept the stock market's bull drive alive by rotating in and out of growth and value sectors as portfolio's position for the reopening at the beginning of the year, then turned back to growth stocks when the yield surge began to fade mid-May. This performance deviation is clearly illustrated below with Vanguard's growth-oriented ETF (VUG Quick QuoteVUG-Free Report) in the candlesticks and its value-focused ETF (VTV Quick QuoteVTV-Free Report) represented by the orange line.</p><p><blockquote>投资者通过在年初重新开盘时轮换进出成长型和价值型板块来保持股市的牛市势头,然后在5月中旬收益率飙升开始消退时又转向成长型股票。下面烛台中的 Vanguard 以增长为导向的 ETF (VUG Quick QuoteVUG-Free Report) 和以价值为导向的 ETF (VTV Quick QuoteVTV-Free Report) 清楚地说明了这种业绩偏差。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/80d0680692ab8ada950167692164017e\" tg-width=\"620\" tg-height=\"408\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Image Source: TradingView</p><p><blockquote>图片来源:TradingView</blockquote></p><p> The year-to-date performance divergence between these two stock groupings illustrates that investors & traders are not buying indiscriminately. Meaning that judgment is going into every trade decision (aka stock picking), causing the market to deflate overstretched areas and reallocate into relatively cheaper spaces.</p><p><blockquote>这两个股票组合今年迄今为止的表现差异表明,投资者和交易员并没有不分青红皂白地购买。这意味着这种判断会渗透到每一个交易决策(又名选股)中,导致市场收缩过度紧张的领域并重新分配到相对便宜的领域。</blockquote></p><p> <b>Accelerating Annualized Returns</b></p><p><blockquote><b>加速年化回报</b></blockquote></p><p> The S&P 500 has remained above an extraordinary 75% annualized return trendline for over 16 months now. Unfortunately, this rate of return isn't even close to sustainable.</p><p><blockquote>16 个月来,标普500一直保持在 75% 的年化回报率趋势线之上。不幸的是,这种回报率甚至远未达到可持续水平。</blockquote></p><p> The S&P 500 has averaged 12% upside a year over the past 3 decades. However, the average annual growth rate has aged like fine wine. This blue-chip benchmark has demonstrated an average annualized return of nearly 15% over the past decade, and if narrowed down to just the last 5 years, those annual gains go up to over 16%.</p><p><blockquote>过去 30 年来,标普500平均每年上涨 12%。然而,年均增长率却像美酒一样陈年。这一蓝筹股基准在过去十年中的平均年化回报率接近 15%,如果缩小到过去 5 年,这些年收益将超过 16%。</blockquote></p><p> The stock market is experiencing swelling average annual gains because of the rapid acceleration of technology that continuously accelerates companies' and our economy's growth outlook. I expect to see continued annualized return acceleration over the next decade as tech makes up a growing portion of the public equity market. Nevertheless, a rolling 75% annualized return out of the S&P 500 isn't viable.</p><p><blockquote>由于技术的快速发展不断加速公司和我们经济的增长前景,股市正在经历不断膨胀的年均涨幅。随着科技在公共股票市场中所占份额越来越大,我预计未来十年年化回报率将继续加速。然而,标普500滚动 75% 的年化回报率是不可行的。</blockquote></p><p> There may be too much sideline capital (a record 5.5 trillion in money market funds, according to Goldman Sachs (GS Quick QuoteGS-Free Report) for the market to entirely correct. Still, we are due for consolidation over the next few months, aka a rolling correction.</p><p><blockquote>可能有太多的边际资本(根据高盛(GS Quick QuoteGS-Free Report)的数据,货币市场基金达到创纪录的5.5万亿美元,市场无法完全纠正。尽管如此,我们仍将在未来几个月进行整合,也就是滚动调整。</blockquote></p><p> We are now entering a pivotal point in this maturing market cycle. Q2 earnings season has been tremendous thus far, with earnings soaring 105% on sales up over 22% from a year ago. 91% of the reported companies beating EPS estimates, and over 86% beat top-line projections. The richly valued tech sector has demonstrated awe-inspiring Q2 results, with 100% of them exceeding EPS estimates and over 96% beating on revenues, which seemingly justified frothy valuations in the space.</p><p><blockquote>我们现在正进入这个成熟市场周期的关键点。到目前为止,第二季度财报季表现非常出色,盈利飙升 105%,销售额同比增长 22% 以上。91% 的报告公司超出了每股收益预期,超过 86% 的公司超出了营收预测。估值极高的科技行业第二季度业绩令人敬畏,其中 100% 的业绩超出了每股收益预期,超过 96% 的业绩超出了收入预期,这似乎证明了该领域的泡沫估值是合理的。</blockquote></p><p> However, analysts are projecting peak earnings growth to be in the rear-view mirror as Q2 earnings season wraps up, and at these rich multiples, valuation compression may be in order. Even with these exceptional quarterly reports and growing full-year estimates, we have seen an undue level of profit-pulling and defensive market positioning. The resurging COVID fears and anticipated shift in monetary policy also weigh on bullish sentiment.</p><p><blockquote>然而,分析师预计,随着第二季度财报季的结束,盈利增长峰值将成为过去,在这些丰富的市盈率下,估值可能会压缩。即使有这些出色的季度报告和不断增长的全年预期,我们也看到了过度的利润拉动和防御性市场定位。新冠疫情担忧的死灰复燃和货币政策的预期转变也打压了看涨情绪。</blockquote></p><p> Nevertheless, the enormous amount of cash on the bench is still being put to work, with every marginal dip being bought right back up. The national consumer savings rate in the US sits sizably above the last decade's average. Americans are not only participating in the public equity market at a record rate, but they also have plenty of liquidity to keep buying their favorite stocks.</p><p><blockquote>尽管如此,板凳上的巨额现金仍在发挥作用,每一次边际下跌都会被买回。美国全国消费者储蓄率远高于过去十年的平均水平。美国人不仅以创纪录的速度参与公共股权市场,而且他们还有充足的流动性来继续购买他们喜欢的股票。</blockquote></p><p> Stocks remain the most attractive asset class, with negative real interest rates in the bond market, sky-high commodity prices, highly volatile crypto prices, and pricing pressure that most publicly traded companies have been able to easily transfer to their end-markets (illustrated by Q2 margin results).</p><p><blockquote>股票仍然是最具吸引力的资产类别,债券市场的负实际利率、天价商品价格、高度波动的加密货币价格以及大多数上市公司能够轻松转移到终端市场的定价压力(第二季度利润率结果说明)。</blockquote></p><p></p><p> I expect to see a rolling correction, reflected by a consolidating stock market, instead of this 10%+ correction that analysts have been postulating. Range-bound indexes(less than 10% swings) for some time (month or two) would have the same valuation compressing effect as an all-out correction because earnings would be growing while prices remain muted, leading to shrinking P/E multiples (aka rolling correction).</p><p><blockquote>我预计会看到股市盘整所反映的滚动调整,而不是分析师一直假设的 10% 以上的调整。在一段时间(一两个月)内(波动小于 10%)的区间指数(波动小于 10%)会产生与全面修正相同的估值压缩效果,因为收益会增长,而价格保持低迷,导致市盈率缩小(又名滚动修正)。</blockquote></p><p> I foresee a sideways broader market trade until the Delta-variant is no longer a global concern. I remain bullish on stocks for the remaining 5 months of 2021 and am confident that the S&P 500 will close out the year higher than it is trading at today.</p><p><blockquote>我预计市场交易将横盘整理,直到Delta变体不再是全球关注的问题。在2021年剩余的5个月里,我仍然看好股市,并相信标普500将以高于今天的交易价格结束这一年。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.zacks.com/commentary/1773639/whats-next-for-the-sp-500-10-pullback-or-rolling-correction?&art_rec=home-home-investment_ideas_stocks-ID09-txt-1278004\">zacks</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index"},"source_url":"https://www.zacks.com/commentary/1773639/whats-next-for-the-sp-500-10-pullback-or-rolling-correction?&art_rec=home-home-investment_ideas_stocks-ID09-txt-1278004","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121866583","content_text":"The market has become increasingly rational as this 16-month bull market matures, and index-based upside potential dwindles every additional percentage they rally. This is a stock picker's market. Quality stocks in well-positioned sectors will have much higher upside potential than most index-tracking ETFs for the remainder of 2021.\nThe S&P 500 hasn't seen a pullback of more than 5% so far this year and hasn't seen an actual correction (a pullback of 10% or more) since last September, which was quickly bought back up once that down 10% mark was reached. Despite this blue-chip benchmark not exhibiting any material sell-off, over 90% of its 505 components have experienced a 10% or larger correction in 2021 thus far.\nRotations In & Out of Growth & Value\nInvestors have kept the stock market's bull drive alive by rotating in and out of growth and value sectors as portfolio's position for the reopening at the beginning of the year, then turned back to growth stocks when the yield surge began to fade mid-May. This performance deviation is clearly illustrated below with Vanguard's growth-oriented ETF (VUG Quick QuoteVUG-Free Report) in the candlesticks and its value-focused ETF (VTV Quick QuoteVTV-Free Report) represented by the orange line.\n\nImage Source: TradingView\nThe year-to-date performance divergence between these two stock groupings illustrates that investors & traders are not buying indiscriminately. Meaning that judgment is going into every trade decision (aka stock picking), causing the market to deflate overstretched areas and reallocate into relatively cheaper spaces.\nAccelerating Annualized Returns\nThe S&P 500 has remained above an extraordinary 75% annualized return trendline for over 16 months now. Unfortunately, this rate of return isn't even close to sustainable.\nThe S&P 500 has averaged 12% upside a year over the past 3 decades. However, the average annual growth rate has aged like fine wine. This blue-chip benchmark has demonstrated an average annualized return of nearly 15% over the past decade, and if narrowed down to just the last 5 years, those annual gains go up to over 16%.\nThe stock market is experiencing swelling average annual gains because of the rapid acceleration of technology that continuously accelerates companies' and our economy's growth outlook. I expect to see continued annualized return acceleration over the next decade as tech makes up a growing portion of the public equity market. Nevertheless, a rolling 75% annualized return out of the S&P 500 isn't viable.\nThere may be too much sideline capital (a record 5.5 trillion in money market funds, according to Goldman Sachs (GS Quick QuoteGS-Free Report) for the market to entirely correct. Still, we are due for consolidation over the next few months, aka a rolling correction.\nWe are now entering a pivotal point in this maturing market cycle. Q2 earnings season has been tremendous thus far, with earnings soaring 105% on sales up over 22% from a year ago. 91% of the reported companies beating EPS estimates, and over 86% beat top-line projections. The richly valued tech sector has demonstrated awe-inspiring Q2 results, with 100% of them exceeding EPS estimates and over 96% beating on revenues, which seemingly justified frothy valuations in the space.\nHowever, analysts are projecting peak earnings growth to be in the rear-view mirror as Q2 earnings season wraps up, and at these rich multiples, valuation compression may be in order. Even with these exceptional quarterly reports and growing full-year estimates, we have seen an undue level of profit-pulling and defensive market positioning. The resurging COVID fears and anticipated shift in monetary policy also weigh on bullish sentiment.\nNevertheless, the enormous amount of cash on the bench is still being put to work, with every marginal dip being bought right back up. The national consumer savings rate in the US sits sizably above the last decade's average. Americans are not only participating in the public equity market at a record rate, but they also have plenty of liquidity to keep buying their favorite stocks.\nStocks remain the most attractive asset class, with negative real interest rates in the bond market, sky-high commodity prices, highly volatile crypto prices, and pricing pressure that most publicly traded companies have been able to easily transfer to their end-markets (illustrated by Q2 margin results).\nI expect to see a rolling correction, reflected by a consolidating stock market, instead of this 10%+ correction that analysts have been postulating. Range-bound indexes(less than 10% swings) for some time (month or two) would have the same valuation compressing effect as an all-out correction because earnings would be growing while prices remain muted, leading to shrinking P/E multiples (aka rolling correction).\nI foresee a sideways broader market trade until the Delta-variant is no longer a global concern. I remain bullish on stocks for the remaining 5 months of 2021 and am confident that the S&P 500 will close out the year higher than it is trading at today.","news_type":1,"symbols_score_info":{".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":4418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807638030,"gmtCreate":1628033952820,"gmtModify":1633754286229,"author":{"id":"3585722115143639","authorId":"3585722115143639","name":"Lemb77","avatar":"https://static.tigerbbs.com/7f5d8963029154b3c0fbba5bcc6c8c2a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585722115143639","idStr":"3585722115143639"},"themes":[],"title":"","htmlText":"Pls like and comment. Thks","listText":"Pls like and comment. Thks","text":"Pls like and comment. Thks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/807638030","repostId":"2156312793","repostType":4,"isVote":1,"tweetType":1,"viewCount":3439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804851538,"gmtCreate":1627950799924,"gmtModify":1633755008038,"author":{"id":"3585722115143639","authorId":"3585722115143639","name":"Lemb77","avatar":"https://static.tigerbbs.com/7f5d8963029154b3c0fbba5bcc6c8c2a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585722115143639","idStr":"3585722115143639"},"themes":[],"title":"","htmlText":"Pls like and comment","listText":"Pls like and comment","text":"Pls like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/804851538","repostId":"2156114224","repostType":4,"isVote":1,"tweetType":1,"viewCount":2104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805784248,"gmtCreate":1627907352784,"gmtModify":1633755424911,"author":{"id":"3585722115143639","authorId":"3585722115143639","name":"Lemb77","avatar":"https://static.tigerbbs.com/7f5d8963029154b3c0fbba5bcc6c8c2a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585722115143639","idStr":"3585722115143639"},"themes":[],"title":"","htmlText":"Pls like and comment ","listText":"Pls like and comment ","text":"Pls like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/805784248","repostId":"1191057621","repostType":4,"isVote":1,"tweetType":1,"viewCount":791,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802570604,"gmtCreate":1627791388808,"gmtModify":1633756334993,"author":{"id":"3585722115143639","authorId":"3585722115143639","name":"Lemb77","avatar":"https://static.tigerbbs.com/7f5d8963029154b3c0fbba5bcc6c8c2a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585722115143639","idStr":"3585722115143639"},"themes":[],"title":"","htmlText":"Pls like and comment","listText":"Pls like and comment","text":"Pls like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/802570604","repostId":"2155001152","repostType":4,"isVote":1,"tweetType":1,"viewCount":1091,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806785411,"gmtCreate":1627694522533,"gmtModify":1633757086273,"author":{"id":"3585722115143639","authorId":"3585722115143639","name":"Lemb77","avatar":"https://static.tigerbbs.com/7f5d8963029154b3c0fbba5bcc6c8c2a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585722115143639","idStr":"3585722115143639"},"themes":[],"title":"","htmlText":"Pls like and comment","listText":"Pls like and comment","text":"Pls like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/806785411","repostId":"2155001152","repostType":4,"isVote":1,"tweetType":1,"viewCount":992,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808742784,"gmtCreate":1627612971548,"gmtModify":1633757762579,"author":{"id":"3585722115143639","authorId":"3585722115143639","name":"Lemb77","avatar":"https://static.tigerbbs.com/7f5d8963029154b3c0fbba5bcc6c8c2a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585722115143639","idStr":"3585722115143639"},"themes":[],"title":"","htmlText":"Pls like and comment","listText":"Pls like and comment","text":"Pls like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/808742784","repostId":"1105519179","repostType":4,"isVote":1,"tweetType":1,"viewCount":925,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808238297,"gmtCreate":1627590099619,"gmtModify":1633758080435,"author":{"id":"3585722115143639","authorId":"3585722115143639","name":"Lemb77","avatar":"https://static.tigerbbs.com/7f5d8963029154b3c0fbba5bcc6c8c2a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585722115143639","idStr":"3585722115143639"},"themes":[],"title":"","htmlText":"Pls like n comment","listText":"Pls like n comment","text":"Pls like n comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/808238297","repostId":"1165497040","repostType":4,"isVote":1,"tweetType":1,"viewCount":836,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809097734,"gmtCreate":1627338379828,"gmtModify":1633766096725,"author":{"id":"3585722115143639","authorId":"3585722115143639","name":"Lemb77","avatar":"https://static.tigerbbs.com/7f5d8963029154b3c0fbba5bcc6c8c2a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585722115143639","idStr":"3585722115143639"},"themes":[],"title":"","htmlText":"Pls like n comment. Thks","listText":"Pls like n comment. Thks","text":"Pls like n comment. Thks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/809097734","repostId":"2154957883","repostType":4,"isVote":1,"tweetType":1,"viewCount":466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177201400,"gmtCreate":1627218372800,"gmtModify":1633767097476,"author":{"id":"3585722115143639","authorId":"3585722115143639","name":"Lemb77","avatar":"https://static.tigerbbs.com/7f5d8963029154b3c0fbba5bcc6c8c2a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585722115143639","idStr":"3585722115143639"},"themes":[],"title":"","htmlText":"Pls like and comments. Thks","listText":"Pls like and comments. Thks","text":"Pls like and comments. Thks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/177201400","repostId":"2153878189","repostType":4,"isVote":1,"tweetType":1,"viewCount":540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174299645,"gmtCreate":1627099248187,"gmtModify":1633767962625,"author":{"id":"3585722115143639","authorId":"3585722115143639","name":"Lemb77","avatar":"https://static.tigerbbs.com/7f5d8963029154b3c0fbba5bcc6c8c2a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585722115143639","idStr":"3585722115143639"},"themes":[],"title":"","htmlText":"Pls like and comment","listText":"Pls like and comment","text":"Pls like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/174299645","repostId":"2153980423","repostType":4,"isVote":1,"tweetType":1,"viewCount":786,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172479465,"gmtCreate":1626989741657,"gmtModify":1633769134888,"author":{"id":"3585722115143639","authorId":"3585722115143639","name":"Lemb77","avatar":"https://static.tigerbbs.com/7f5d8963029154b3c0fbba5bcc6c8c2a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585722115143639","idStr":"3585722115143639"},"themes":[],"title":"","htmlText":"Pls like and comment. Thks","listText":"Pls like and comment. Thks","text":"Pls like and comment. Thks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/172479465","repostId":"1154266565","repostType":4,"repost":{"id":"1154266565","kind":"news","pubTimestamp":1626955588,"share":"https://www.laohunote.com/m/news/1154266565?lang=zh_CN&edition=full","pubTime":"2021-07-22 20:06","market":"us","language":"en","title":"How to invest as the Delta variant takes hold<blockquote>随着德尔塔变异毒株的到来,如何投资</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1154266565","media":"cnn","summary":"New York When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.But dumping stocks on days when the Dow is getting whacked is usually the wrong thing to do. Stocks roared back Tuesday and were up again Wednesday.If you're investing for the long haul, the best thing you can do is ride out this wave of volatility.\"Stay invested,\" said Seema Shah, chief strategist at Principal Global Investors. Shah told CNN Business t","content":"<p>New York (CNN Business)When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.</p><p><blockquote>纽约(CNN Business)当市场像上周五和周一那样暴跌时,人们很容易认输并卖出。大滴可能会很吓人。</blockquote></p><p> But dumping stocks on days when the Dow is getting whacked is usually the wrong thing to do. Stocks roared back Tuesday and were up again Wednesday.</p><p><blockquote>但在道琼斯指数暴跌的日子里抛售股票通常是错误的做法。周二股市猛烈反弹,周三再次上涨。</blockquote></p><p> Yes, the Delta variant of Covid-19 has led to an alarming uptick in coronavirus cases in the United States and around the globe. But many experts think the massive number of vaccinations that have already taken place will prevent the economy and markets from going into another tailspin.</p><p><blockquote>是的,新冠肺炎的德尔塔变异毒株导致美国和全球冠状病毒病例惊人地上升。但许多专家认为,已经进行的大量疫苗接种将防止经济和市场再次陷入混乱。</blockquote></p><p> If you're investing for the long haul, the best thing you can do is ride out this wave of volatility.</p><p><blockquote>如果你是长期投资,你能做的最好的事情就是度过这波波动。</blockquote></p><p> \"Stay invested,\" said Seema Shah, chief strategist at Principal Global Investors. Shah told CNN Business that the Delta variant is highly unlikely to stop the economic recovery in the US and other parts of the developed world where vaccination rates are high.</p><p><blockquote>“保持投资,”信安全球投资者首席策略师 Seema Shah 表示。沙阿告诉美国有线电视新闻网商业频道,德尔塔变异毒株不太可能阻止美国和其他疫苗接种率高的发达国家的经济复苏。</blockquote></p><p> \"The vaccine is effective,\" she said. \"If cases are rising but hospitalization rates remain low, then the reopening measures from governments will continue.\"</p><p><blockquote>“疫苗是有效的,”她说。“如果病例不断增加,但住院率仍然很低,那么政府的重新开放措施将继续。”</blockquote></p><p> Still, Shah conceded, investors should be more selective. After all, the S&P 500 has nearly doubled from its pandemic lows in March 2020, and not all stocks and sectors will maintain their momentum.</p><p><blockquote>尽管如此,沙阿承认,投资者应该更加有选择性。毕竟,标普500已较 2020 年 3 月的大流行低点翻了一番,并非所有股票和板块都能保持势头。</blockquote></p><p> She thinks defensive sectors might start to pull back a bit. Those include utilities, health care and others companies that pay big dividends and are considered good bond proxies.</p><p><blockquote>她认为防御性板块可能会开始有所回调。其中包括公用事业、医疗保健和其他支付高额股息的公司,被认为是良好的债券代理。</blockquote></p><p> The FAANGs and other big tech stocks, many of which have strong earnings momentum and tons of cash, should continue to rally, she said.</p><p><blockquote>她表示,FAANG 和其他大型科技股应该会继续上涨,其中许多股拥有强劲的盈利势头和大量现金。</blockquote></p><p> <b>Not the time to bail on the market</b></p><p><blockquote><b>现在不是放弃市场的时候</b></blockquote></p><p> So should economic recovery plays in the travel and retail sectors that have pulled back lately on Covid concerns. United (UAL), for example, issued an upbeat outlook after the closing bell Tuesday.</p><p><blockquote>旅游业和零售业的经济复苏也应该如此,这些行业最近因新冠疫情担忧而有所回落。例如,美联航 (UAL) 在周二收盘后发布了乐观的展望。</blockquote></p><p> \"Airlines have been beaten up,\" Shah said. \"But if you assume the reopening will continue, they should enjoy a significant bounceback.\"</p><p><blockquote>“航空公司受到了打击,”沙阿说。“但如果你假设重新开放将继续下去,他们应该会出现显着反弹。”</blockquote></p><p> Stocks may remain bumpy for the foreseeable future, but that shouldn't dissuade investors from sticking with their longer-term investments.</p><p><blockquote>在可预见的未来,股市可能会继续波动,但这不应阻止投资者坚持长期投资。</blockquote></p><p> \"The uncertainty of the past couple of days is warranted for the short term,\" said Peter van der Welle, multi-asset strategist at Robeco. \"But there should be a second leg to the reflation trade.\"</p><p><blockquote>Robeco 多资产策略师 Peter van der Welle 表示:“过去几天的不确定性在短期内是合理的。”“但通货膨胀再膨胀贸易应该有第二阶段。”</blockquote></p><p> Van der Welle noted that there are many reasons to be optimistic about continued gains in consumer spending and retail sales, despite a recent drop in consumer confidence.</p><p><blockquote>范德维勒指出,尽管最近消费者信心下降,但仍有许多理由对消费者支出和零售销售的持续增长持乐观态度。</blockquote></p><p> <b>Buy the dips</b></p><p><blockquote><b>逢低买入</b></blockquote></p><p> Any wariness on the part of consumers — and investors, for that matter — could turn out to be fleeting.</p><p><blockquote>消费者——以及投资者——的任何警惕都可能转瞬即逝。</blockquote></p><p> \"If you are a long-term investor, take advantage of this volatility and add to positions in companies and sectors you really like,\" said Phil Orlando, chief equity market strategist at Federated Hermes.</p><p><blockquote>Federated Hermes 首席股票市场策略师菲尔·奥兰多 (Phil Orlando) 表示:“如果您是长期投资者,请利用这种波动性,增加您真正喜欢的公司和行业的头寸。”</blockquote></p><p> He he belives stocks in cyclical industries that have gotten hit because of Delta variant fears could enjoy the biggest rebounds.</p><p><blockquote>他认为,因德尔塔变异毒株担忧而受到打击的周期性行业的股票可能会迎来最大的反弹。</blockquote></p><p> \"There are stocks that have hit an air pocket that could be very attractive. We love the economically sensitive sectors,\" Orlando added, saying that banks and other financials, industrial firms, retailers and energy stocks may come roaring back.</p><p><blockquote>奥兰多补充道:“有些股票已经触及气穴,可能非常有吸引力。我们喜欢经济敏感行业。”他表示,银行和其他金融、工业公司、零售商和能源股可能会卷土重来。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How to invest as the Delta variant takes hold<blockquote>随着德尔塔变异毒株的到来,如何投资</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHow to invest as the Delta variant takes hold<blockquote>随着德尔塔变异毒株的到来,如何投资</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">cnn</strong><span class=\"h-time small\">2021-07-22 20:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p>New York (CNN Business)When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.</p><p><blockquote>纽约(CNN Business)当市场像上周五和周一那样暴跌时,人们很容易认输并卖出。大滴可能会很吓人。</blockquote></p><p> But dumping stocks on days when the Dow is getting whacked is usually the wrong thing to do. Stocks roared back Tuesday and were up again Wednesday.</p><p><blockquote>但在道琼斯指数暴跌的日子里抛售股票通常是错误的做法。周二股市猛烈反弹,周三再次上涨。</blockquote></p><p> Yes, the Delta variant of Covid-19 has led to an alarming uptick in coronavirus cases in the United States and around the globe. But many experts think the massive number of vaccinations that have already taken place will prevent the economy and markets from going into another tailspin.</p><p><blockquote>是的,新冠肺炎的德尔塔变异毒株导致美国和全球冠状病毒病例惊人地上升。但许多专家认为,已经进行的大量疫苗接种将防止经济和市场再次陷入混乱。</blockquote></p><p> If you're investing for the long haul, the best thing you can do is ride out this wave of volatility.</p><p><blockquote>如果你是长期投资,你能做的最好的事情就是度过这波波动。</blockquote></p><p> \"Stay invested,\" said Seema Shah, chief strategist at Principal Global Investors. Shah told CNN Business that the Delta variant is highly unlikely to stop the economic recovery in the US and other parts of the developed world where vaccination rates are high.</p><p><blockquote>“保持投资,”信安全球投资者首席策略师 Seema Shah 表示。沙阿告诉美国有线电视新闻网商业频道,德尔塔变异毒株不太可能阻止美国和其他疫苗接种率高的发达国家的经济复苏。</blockquote></p><p> \"The vaccine is effective,\" she said. \"If cases are rising but hospitalization rates remain low, then the reopening measures from governments will continue.\"</p><p><blockquote>“疫苗是有效的,”她说。“如果病例不断增加,但住院率仍然很低,那么政府的重新开放措施将继续。”</blockquote></p><p> Still, Shah conceded, investors should be more selective. After all, the S&P 500 has nearly doubled from its pandemic lows in March 2020, and not all stocks and sectors will maintain their momentum.</p><p><blockquote>尽管如此,沙阿承认,投资者应该更加有选择性。毕竟,标普500已较 2020 年 3 月的大流行低点翻了一番,并非所有股票和板块都能保持势头。</blockquote></p><p> She thinks defensive sectors might start to pull back a bit. Those include utilities, health care and others companies that pay big dividends and are considered good bond proxies.</p><p><blockquote>她认为防御性板块可能会开始有所回调。其中包括公用事业、医疗保健和其他支付高额股息的公司,被认为是良好的债券代理。</blockquote></p><p> The FAANGs and other big tech stocks, many of which have strong earnings momentum and tons of cash, should continue to rally, she said.</p><p><blockquote>她表示,FAANG 和其他大型科技股应该会继续上涨,其中许多股拥有强劲的盈利势头和大量现金。</blockquote></p><p> <b>Not the time to bail on the market</b></p><p><blockquote><b>现在不是放弃市场的时候</b></blockquote></p><p> So should economic recovery plays in the travel and retail sectors that have pulled back lately on Covid concerns. United (UAL), for example, issued an upbeat outlook after the closing bell Tuesday.</p><p><blockquote>旅游业和零售业的经济复苏也应该如此,这些行业最近因新冠疫情担忧而有所回落。例如,美联航 (UAL) 在周二收盘后发布了乐观的展望。</blockquote></p><p> \"Airlines have been beaten up,\" Shah said. \"But if you assume the reopening will continue, they should enjoy a significant bounceback.\"</p><p><blockquote>“航空公司受到了打击,”沙阿说。“但如果你假设重新开放将继续下去,他们应该会出现显着反弹。”</blockquote></p><p> Stocks may remain bumpy for the foreseeable future, but that shouldn't dissuade investors from sticking with their longer-term investments.</p><p><blockquote>在可预见的未来,股市可能会继续波动,但这不应阻止投资者坚持长期投资。</blockquote></p><p> \"The uncertainty of the past couple of days is warranted for the short term,\" said Peter van der Welle, multi-asset strategist at Robeco. \"But there should be a second leg to the reflation trade.\"</p><p><blockquote>Robeco 多资产策略师 Peter van der Welle 表示:“过去几天的不确定性在短期内是合理的。”“但通货膨胀再膨胀贸易应该有第二阶段。”</blockquote></p><p> Van der Welle noted that there are many reasons to be optimistic about continued gains in consumer spending and retail sales, despite a recent drop in consumer confidence.</p><p><blockquote>范德维勒指出,尽管最近消费者信心下降,但仍有许多理由对消费者支出和零售销售的持续增长持乐观态度。</blockquote></p><p> <b>Buy the dips</b></p><p><blockquote><b>逢低买入</b></blockquote></p><p> Any wariness on the part of consumers — and investors, for that matter — could turn out to be fleeting.</p><p><blockquote>消费者——以及投资者——的任何警惕都可能转瞬即逝。</blockquote></p><p> \"If you are a long-term investor, take advantage of this volatility and add to positions in companies and sectors you really like,\" said Phil Orlando, chief equity market strategist at Federated Hermes.</p><p><blockquote>Federated Hermes 首席股票市场策略师菲尔·奥兰多 (Phil Orlando) 表示:“如果您是长期投资者,请利用这种波动性,增加您真正喜欢的公司和行业的头寸。”</blockquote></p><p> He he belives stocks in cyclical industries that have gotten hit because of Delta variant fears could enjoy the biggest rebounds.</p><p><blockquote>他认为,因德尔塔变异毒株担忧而受到打击的周期性行业的股票可能会迎来最大的反弹。</blockquote></p><p> \"There are stocks that have hit an air pocket that could be very attractive. We love the economically sensitive sectors,\" Orlando added, saying that banks and other financials, industrial firms, retailers and energy stocks may come roaring back.</p><p><blockquote>奥兰多补充道:“有些股票已经触及气穴,可能非常有吸引力。我们喜欢经济敏感行业。”他表示,银行和其他金融、工业公司、零售商和能源股可能会卷土重来。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://edition.cnn.com/2021/07/21/investing/investing-stock-market-volatility/index.html\">cnn</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://edition.cnn.com/2021/07/21/investing/investing-stock-market-volatility/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154266565","content_text":"New York (CNN Business)When the market is plunging like it did last Friday and on Monday, it's tempting to throw in the towel and sell. Big drops can be scary.\nBut dumping stocks on days when the Dow is getting whacked is usually the wrong thing to do. Stocks roared back Tuesday and were up again Wednesday.\nYes, the Delta variant of Covid-19 has led to an alarming uptick in coronavirus cases in the United States and around the globe. But many experts think the massive number of vaccinations that have already taken place will prevent the economy and markets from going into another tailspin.\nIf you're investing for the long haul, the best thing you can do is ride out this wave of volatility.\n\"Stay invested,\" said Seema Shah, chief strategist at Principal Global Investors. Shah told CNN Business that the Delta variant is highly unlikely to stop the economic recovery in the US and other parts of the developed world where vaccination rates are high.\n\"The vaccine is effective,\" she said. \"If cases are rising but hospitalization rates remain low, then the reopening measures from governments will continue.\"\nStill, Shah conceded, investors should be more selective. After all, the S&P 500 has nearly doubled from its pandemic lows in March 2020, and not all stocks and sectors will maintain their momentum.\nShe thinks defensive sectors might start to pull back a bit. Those include utilities, health care and others companies that pay big dividends and are considered good bond proxies.\nThe FAANGs and other big tech stocks, many of which have strong earnings momentum and tons of cash, should continue to rally, she said.\nNot the time to bail on the market\nSo should economic recovery plays in the travel and retail sectors that have pulled back lately on Covid concerns. United (UAL), for example, issued an upbeat outlook after the closing bell Tuesday.\n\"Airlines have been beaten up,\" Shah said. \"But if you assume the reopening will continue, they should enjoy a significant bounceback.\"\nStocks may remain bumpy for the foreseeable future, but that shouldn't dissuade investors from sticking with their longer-term investments.\n\"The uncertainty of the past couple of days is warranted for the short term,\" said Peter van der Welle, multi-asset strategist at Robeco. \"But there should be a second leg to the reflation trade.\"\nVan der Welle noted that there are many reasons to be optimistic about continued gains in consumer spending and retail sales, despite a recent drop in consumer confidence.\nBuy the dips\nAny wariness on the part of consumers — and investors, for that matter — could turn out to be fleeting.\n\"If you are a long-term investor, take advantage of this volatility and add to positions in companies and sectors you really like,\" said Phil Orlando, chief equity market strategist at Federated Hermes.\nHe he belives stocks in cyclical industries that have gotten hit because of Delta variant fears could enjoy the biggest rebounds.\n\"There are stocks that have hit an air pocket that could be very attractive. We love the economically sensitive sectors,\" Orlando added, saying that banks and other financials, industrial firms, retailers and energy stocks may come roaring back.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,"SPY":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":644,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172609344,"gmtCreate":1626956165088,"gmtModify":1633769422736,"author":{"id":"3585722115143639","authorId":"3585722115143639","name":"Lemb77","avatar":"https://static.tigerbbs.com/7f5d8963029154b3c0fbba5bcc6c8c2a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585722115143639","idStr":"3585722115143639"},"themes":[],"title":"","htmlText":"Pls like and comment. Thks ","listText":"Pls like and comment. Thks ","text":"Pls like and comment. Thks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/172609344","repostId":"2153477496","repostType":4,"isVote":1,"tweetType":1,"viewCount":408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":142287010,"gmtCreate":1626153287230,"gmtModify":1633929577045,"author":{"id":"3585722115143639","authorId":"3585722115143639","name":"Lemb77","avatar":"https://static.tigerbbs.com/7f5d8963029154b3c0fbba5bcc6c8c2a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585722115143639","authorIdStr":"3585722115143639"},"themes":[],"title":"","htmlText":"Pls like and comment. Thks ","listText":"Pls like and comment. Thks ","text":"Pls like and comment. Thks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/142287010","repostId":"1101566017","repostType":4,"isVote":1,"tweetType":1,"viewCount":424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185488433,"gmtCreate":1623667185522,"gmtModify":1634030449734,"author":{"id":"3585722115143639","authorId":"3585722115143639","name":"Lemb77","avatar":"https://static.tigerbbs.com/7f5d8963029154b3c0fbba5bcc6c8c2a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585722115143639","authorIdStr":"3585722115143639"},"themes":[],"title":"","htmlText":"Pls comment. Thks ","listText":"Pls comment. Thks ","text":"Pls comment. Thks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/185488433","repostId":"1146430910","repostType":4,"isVote":1,"tweetType":1,"viewCount":509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830334026,"gmtCreate":1629009340365,"gmtModify":1633687972792,"author":{"id":"3585722115143639","authorId":"3585722115143639","name":"Lemb77","avatar":"https://static.tigerbbs.com/7f5d8963029154b3c0fbba5bcc6c8c2a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585722115143639","authorIdStr":"3585722115143639"},"themes":[],"title":"","htmlText":"Like and comment ","listText":"Like and comment ","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/830334026","repostId":"1127633167","repostType":4,"repost":{"id":"1127633167","kind":"news","pubTimestamp":1628997765,"share":"https://www.laohunote.com/m/news/1127633167?lang=zh_CN&edition=full","pubTime":"2021-08-15 11:22","market":"us","language":"en","title":"These 10 Standout Stocks Could Be the Next Amazon<blockquote>这 10 只杰出股票可能成为下一个亚马逊</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1127633167","media":"Barrons","summary":"One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors loo","content":"<p>One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors looking for the next Amazon.com, Costco Wholesale, Nike, or Visa seek to identify companies capable of generating double-digit compound growth in revenue and earnings—preferably both—for years to come.</p><p><blockquote>当今投资中最流行的流行语之一是 “复利者 ”。寻找下一个亚马逊、Costco Wholesale、Nike 或 Visa 的成长型投资者寻求确定能够在未来几年实现收入和盈利两位数复合增长的公司(最好是两者兼而有之)。</blockquote></p><p> The idea is that stock prices should compound in line with revenue and profits, enabling investors to generate high returns over a holding period of five to 10 years. The ultimate goal is to find the elusive “10 bagger”—a stock that returns 10 times what you paid for it.</p><p><blockquote>这个想法是,股票价格应该与收入和利润保持一致,使投资者能够在5到10年的持有期内产生高回报。最终目标是找到难以捉摸的 “10 bagger”--回报率是你购买价格 10 倍的股票。</blockquote></p><p> Wall Street analyst notes and client letters from investment pros are replete with compounder references. Many of the next generation of value managers, identified in a <i>Barron’s</i> cover story in May, are seeking such shares, rather than the traditional value fare of cheap stocks.</p><p><blockquote>华尔街分析师的笔记和投资专业人士的客户信中充满了复合器的参考资料。许多下一代价值经理,在<i>巴伦</i>五月份的封面故事,正在寻求此类股票,而不是廉价股票的传统价值。</blockquote></p><p> Their search has become more challenging, because buyers are paying lofty prices for high-growth stories. Really big winners are scarce. Only about 35 companies in each of a long series of 10-year periods have compounded their stock prices at 20% or more annually, resulting in at least a sixfold increase, according to Durable Capital Partners.</p><p><blockquote>他们的搜索变得更具挑战性,因为买家正在为高增长的故事支付高价。真正的大赢家很少。根据 Durable Capital Partners 的数据,在 10 年的漫长系列中,只有大约 35 家公司的股价每年复合上涨 20% 或更多,导致至少增长了六倍。</blockquote></p><p> Many investors are happy to stick with large, well-known compounders, such as Alphabet(ticker: GOOGL),Mastercard(MA),UnitedHealth Group(UNH), and Eli Lilly(LLY).</p><p><blockquote>许多投资者很乐意坚持使用大型知名复合商,例如Alphabet(股票代码:GOOGL)、万事达卡(MA)、联合健康集团(UNH)和礼来公司(LLY)。</blockquote></p><p> <i>Barron’s</i> sought to identify smaller candidates. We talked to investment managers and came up with an eclectic list of 10 stocks, most with market values under $10 billion. Here are the selections, in alphabetical order:</p><p><blockquote><i>巴伦</i>试图确定较小的候选人。我们与投资经理进行了交谈,列出了一份包含 10 只股票的兼收并蓄的名单,其中大多数市值低于 100 亿美元。以下是按字母顺序排列的选择:</blockquote></p><p> Strong and Steady Wins the RaceHere are 10 stocks that growth investors have identified as being able to generate consistently high growth in revenues or profits for many years.</p><p><blockquote>强劲而稳定的胜利 以下是成长型投资者认为能够多年来持续实现收入或利润高增长的 10 只股票。</blockquote></p><p> <table> <thead> <tr> <th>Company / Ticker</th> <th>Recent Price</th> <th>YTD Change</th> <th>2021E P/E</th> <th>2021E Price/Sales</th> <th>2022E P/E</th> <th>2022E Price/Sales</th> <th>LT Growth Rate*</th> <th>Market Value (bil)</th> <th>Comment</th> </tr> </thead> <tbody> <tr> <td>Amedysis / AMED</td> <td>$185.15</td> <td>-37%</td> <td>30.2</td> <td>2.7</td> <td>27.7</td> <td>2.4</td> <td>10.5%</td> <td>$6.3</td> <td>Leader in home health care</td> </tr> <tr> <td>Amyris / AMRS</td> <td>13.64</td> <td>121</td> <td>NM</td> <td>10.4</td> <td>NM</td> <td>9.7</td> <td>NA</td> <td>4.1</td> <td>Leading company in synthetic biology</td> </tr> <tr> <td>Booz Allen Hamilton Holding / BAH</td> <td>81.73</td> <td>-6</td> <td>19.4</td> <td>1.3</td> <td>17.7</td> <td>1.2</td> <td>8.6</td> <td>11.0</td> <td>Defense-department consultant</td> </tr> <tr> <td>J.B. Hunt Transport Services / JBHT</td> <td>172.76</td> <td>26</td> <td>25.8</td> <td>1.5</td> <td>22.2</td> <td>1.4</td> <td>18.4</td> <td>18.2</td> <td>Strong in intermodal freight</td> </tr> <tr> <td>Marriott Vacations Worldwide / VAC</td> <td>147.15</td> <td>7</td> <td>40.9</td> <td>1.6</td> <td>15.7</td> <td>1.4</td> <td>NA</td> <td>6.3</td> <td>Top company in vacation timeshares</td> </tr> <tr> <td>SiteOne Landscape Supply / SITE</td> <td>197.10</td> <td>24</td> <td>45.7</td> <td>2.6</td> <td>43.5</td> <td>2.5</td> <td>19.3</td> <td>8.8</td> <td>Big supplier of landscaping supplies</td> </tr> <tr> <td>Staar Surgical / STAA</td> <td>138.19</td> <td>74</td> <td>192.3</td> <td>28.6</td> <td>140.8</td> <td>22.5</td> <td>30.0</td> <td>6.6</td> <td>Maker of implantable lens for myopia</td> </tr> <tr> <td>Stitch Fix / SFIX</td> <td>44.38</td> <td>-24</td> <td>NM</td> <td>1.9</td> <td>1890.3</td> <td>1.7</td> <td>30.0</td> <td>4.8</td> <td>Data-driven subscription clothing firm</td> </tr> <tr> <td>Trex / TREX</td> <td>105.94</td> <td>27</td> <td>51.9</td> <td>10.5</td> <td>43.6</td> <td>9.3</td> <td>18.8</td> <td>12.2</td> <td>Top maker of synthetic wood decking</td> </tr> <tr> <td>Upwork / UPWK</td> <td>44.31</td> <td>28</td> <td>NM</td> <td>11.4</td> <td>556.8</td> <td>9.2</td> <td>NA</td> <td>5.7</td> <td>Online clearinghouse for free-lancers</td> </tr> </tbody> </table> E=Estimate. BAH estimates are for fiscal years ending March 2022 and March 23. SFIX estimates are for fiscal years ending July 2022 and July 2023. NM=Not Meaningful. NA=Not Available. *The annual EPS growth the company can sustain over the next 3-5 years.</p><p><blockquote><table><thead><tr><th>公司/股票代码</th><th>近期价格</th><th>年初至今变化</th><th>2021年市盈率</th><th>2021年价格/销售额</th><th>2022年市盈率</th><th>2022年价格/销售额</th><th>LT增长率*</th><th>市值(bil)</th><th>评论</th></tr></thead><tbody><tr><td>阿梅迪西斯/阿梅德</td><td>$185.15</td><td>-37%</td><td>30.2</td><td>2.7</td><td>27.7</td><td>2.4</td><td>10.5%</td><td>$6.3</td><td>家庭医疗保健领域的领导者</td></tr><tr><td>阿米里斯/AMRS</td><td>13.64</td><td>121</td><td>纳米</td><td>10.4</td><td>纳米</td><td>9.7</td><td>纳</td><td>4.1</td><td>合成生物学领先公司</td></tr><tr><td>博思艾伦汉密尔顿控股 / BAH</td><td>81.73</td><td>-6</td><td>19.4</td><td>1.3</td><td>17.7</td><td>1.2</td><td>8.6</td><td>11.0</td><td>国防部顾问</td></tr><tr><td>J.B亨特运输服务 / JBHT</td><td>172.76</td><td>26</td><td>25.8</td><td>1.5</td><td>22.2</td><td>1.4</td><td>18.4</td><td>18.2</td><td>擅长多式联运</td></tr><tr><td>万豪度假全球/VAC</td><td>147.15</td><td>7</td><td>40.9</td><td>1.6</td><td>15.7</td><td>1.4</td><td>纳</td><td>6.3</td><td>度假分时度假领域的顶级公司</td></tr><tr><td>SiteOne景观供应/场地</td><td>197.10</td><td>24</td><td>45.7</td><td>2.6</td><td>43.5</td><td>2.5</td><td>19.3</td><td>8.8</td><td>大型园林绿化用品供应商</td></tr><tr><td>外科凝视/凝视</td><td>138.19</td><td>74</td><td>192.3</td><td>28.6</td><td>140.8</td><td>22.5</td><td>30.0</td><td>6.6</td><td>近视植入式镜片制造商</td></tr><tr><td>缝合固定/固定</td><td>44.38</td><td>-24</td><td>纳米</td><td>1.9</td><td>1890.3</td><td>1.7</td><td>30.0</td><td>4.8</td><td>数据驱动订阅服装公司</td></tr><tr><td>Trex / Trex</td><td>105.94</td><td>27</td><td>51.9</td><td>10.5</td><td>43.6</td><td>9.3</td><td>18.8</td><td>12.2</td><td>合成木地板的顶级制造商</td></tr><tr><td>Upwork / UPWK</td><td>44.31</td><td>28</td><td>纳米</td><td>11.4</td><td>556.8</td><td>9.2</td><td>纳</td><td>5.7</td><td>自由职业者在线信息交换所</td></tr></tbody></table>E=估计值。BAH的估计是针对截至2022年3月和3月23日的财年。SFIX 的估计适用于截至 2022 年 7 月和 2023 年 7 月的财年。NM=无意义。NA=不可用。*公司未来3-5年可维持的每年每股收益增长。</blockquote></p><p> Source: FactSet</p><p><blockquote>来源:FactSet</blockquote></p><p> Amedisys(AMED), a provider of home healthcare and hospice services, has a national footprint in a still-fragmented business.</p><p><blockquote>Amedisys (AMED) 是一家家庭医疗保健和临终关怀服务提供商,业务仍然分散,业务遍及全国。</blockquote></p><p></p><p> “There is going to be massive consolidation of the industry” predicts Dan Cole, a manager of the Columbia Small-Cap Growth fund. “Healthcare is moving to the home.”</p><p><blockquote>“哥伦比亚小盘股成长基金经理丹-科尔预测说:”该行业将进行大规模整合。“医疗保健正在向家庭转移”。</blockquote></p><p> Amedisys stock is up more than tenfold in the past decade. But the shares, around $185, are off nearly 30% after the company recently cut 2021 financial guidance, citing Covid-related staffing and cost issues, mostly in acquired hospice operations. The 2021 earnings estimate is now $6.13 a share, down from nearly $7. The stock trades for 30 times projected 2021 profits. Cole says that the company remains capable of generating 10% annual gains in earnings per share.</p><p><blockquote>Amedisys 股价在过去十年中上涨了十倍以上。但该公司最近以与新冠疫情相关的人员配备和成本问题(主要是收购的临终关怀业务)为由,削减了 2021 年财务指引,股价约为 185 美元,下跌了近 30%。2021 年盈利预期目前为每股 6.13 美元,低于近 7 美元。该股的交易价格是2021年预计利润的30倍。科尔表示,该公司仍然有能力每年实现 10% 的每股收益增长。</blockquote></p><p> Amyris(AMRS) is a leader in synthetic biology. It fans say its opportunity is to supplant, in an eco-friendly way, a range of products now made from petrochemicals, animals, and plants.</p><p><blockquote>Amyris(AMRS)是合成生物学领域的领导者。It 粉丝表示,它的机会是以环保的方式取代目前由石化产品、动物和植物制成的一系列产品。</blockquote></p><p> Using genetically re-engineered yeast and sugar cane, Amyris produces such things as squalane, a high-end moisturizer formerly made from shark livers; vanillin, the flavoring for vanilla; and a no-calorie sweetener normally derived from plants. The stock trades around $13.</p><p><blockquote>使用基因改造的酵母和甘蔗,Amyris生产角鲨烷等物质,角鲨烷是一种以前由鲨鱼肝制成的高端保湿剂;香草醛,香草的调味料;以及通常来源于植物的无热量甜味剂。该股交易价格约为 13 美元。</blockquote></p><p> <i>Barron’s</i> wrote favorably on the company in July. Amyris sees sales reaching $2 billion by 2025, up from an estimated $400 million this year, driven by its consumer brands.</p><p><blockquote><i>巴伦</i>七月份对该公司的评价很高。在消费品牌的推动下,Amyris 预计到 2025 年销售额将达到 20 亿美元,高于今年的 4 亿美元。</blockquote></p><p> “The world needs clean chemistry, and Amyris is the point on the spear to create it,” says Randy Baron, a portfolio manager at Pinnacle Associates, which owns Amyris shares. He thinks they could hit $75 by the end of 2022.</p><p><blockquote>“拥有 Amyris 股票的 Pinnacle Associates 公司的投资组合经理兰迪-巴伦(Randy Baron)说:”世界需要清洁化学,而 Amyris 正是创造清洁化学的关键。他认为到 2022 年底,它们的价格可能会达到 75 美元。</blockquote></p><p> Booz Allen Hamilton Holding(BAH) is an important consultant to the Defense Department and other agencies. The U.S. government accounted for 97% of its revenue in its latest fiscal year. Booz Allen has built robust ties to the government over the years by providing an array of services, like cybersecurity. Its stock trades around $81, for a 1.8% yield.</p><p><blockquote>博思艾伦汉密尔顿控股公司(BAH)是国防部和其他机构的重要顾问。美国政府在最近一个财政年度占其收入的97%。多年来,博思艾伦通过提供网络安全等一系列服务,与政府建立了牢固的联系。其股票交易价格约为 81 美元,收益率为 1.8%。</blockquote></p><p> “It has built a strong, partnership-like culture and has a long record of steady growth,” says Josh Spencer, manager of the T. Rowe Price New Horizons fund. He sees Booz Allen as capable of generating 9% to 10% annual growth in revenue and yearly gains of 15% to 16% in earnings, in line with its historical performance. The stock is off 20% from its peak of $100, amid concerns about more restrained military spending. Spencer sees the pullback as a buying opportunity, with the stock valued at less than 20 times earnings.</p><p><blockquote>“T. Rowe Price New Horizons 基金经理乔希-斯宾塞(Josh Spencer)说:”它已经建立了一种强大的、类似合作伙伴关系的文化,并有着长期的稳定增长记录。他认为博思艾伦有能力实现 9% 至 10% 的年收入增长,每年盈利增长 15% 至 16%,与其历史表现一致。由于担心军费开支受到更多限制,该股较 100 美元的峰值下跌了 20%。斯宾塞将此次回调视为买入机会,该股估值不到市盈率的 20 倍。</blockquote></p><p> J.B. Hunt Transport Services(JBHT) is a leader in intermodal freight, which involves the fuel-efficient movement of trucks over rail lines. It has been one of the most successful trucking companies. Its stock has risen 30-fold over the past 20 years, to a recent $173. “It has an incredible franchise,” says Henry Ellenbogen, chief investment officer at Durable Capital Partners and a member of the Barron’s Roundtable.</p><p><blockquote>J.B亨特运输服务公司(JBHT)是多式联运货运领域的领导者,多式联运货运涉及卡车在铁路线上的节能运输。它是最成功的卡车运输公司之一。过去 20 年里,其股价上涨了 30 倍,最近达到 173 美元。“Durable Capital Partners 首席投资官、《巴伦周刊》圆桌会议成员亨利-埃伦博根(Henry Ellenbogen)说:”它拥有令人难以置信的特许经营权。</blockquote></p><p> J.B. Hunt’s relationship with the Burlington Northern Santa Fe railroad gives it a strong position in intermodal freight, he notes. J.B. Hunt also has a growing business taking over the trucking operations of smaller companies. And it is involved in digital freight brokerage—matching truckers with shipping customers.</p><p><blockquote>J.B他指出,亨特与伯灵顿北圣达菲铁路公司(Burlington Northern Santa Fe railroad)的合作关系使其在多式联运货运领域占据了强大的地位。J.B亨特的业务也在不断增长,接管了小公司的卡车运输业务。它还涉足数字货运经纪业务——将卡车司机与航运客户进行匹配。</blockquote></p><p> Ellenbogen says the stock is reasonable at 22 times estimated 2022 profits, given a mid-teens annual growth outlook for earnings.</p><p><blockquote>Ellenbogen 表示,考虑到 2022 年盈利增长前景,该股 2022 年盈利预期的 22 倍是合理的。</blockquote></p><p> Marriott Vacations Worldwide(VAC) is one of the top companies in the timeshare industry. It has 700,000 owners, a resilient business model with significant revenue from fees, and more exposure than its peers to luxury properties in places including Hawaii and Orlando, Fla.</p><p><blockquote>万豪度假全球(VAC)是分时度假行业的顶级公司之一。它拥有 70 万业主,是一种有弹性的商业模式,拥有可观的费用收入,并且比同行更容易接触到夏威夷和佛罗里达州奥兰多等地的豪华房产。</blockquote></p><p> “It has the best customer base, with the highest spending and an impeccable balance sheet,” says David Baron, a manager of the Baron Focused Growth fund. Marriott Vacations, whose shares recently were trading around $145, should reinstate its dividend later this year, he adds.</p><p><blockquote>“Baron Focused Growth fund 的经理大卫-巴伦(David Baron)说:”它拥有最好的客户群、最高的支出和无可挑剔的资产负债表。他补充说,万豪度假公司的股价最近约为 145 美元,该公司应该会在今年晚些时候恢复股息。</blockquote></p><p> The shares, Baron argues, are cheap at a 11% free-cash-flow yield, based on 2022 estimates. He says that the stock, little changed since 2018, could produce 20% annual returns for shareholders in the coming years.</p><p><blockquote>巴伦认为,根据 2022 年的预测,这些股票的自由现金流收益率为 11%,价格便宜。他表示,该股自 2018 年以来几乎没有变化,未来几年可能会为股东带来 20% 的年回报。</blockquote></p><p> SiteOne Landscape Supply(SITE) is the country’s top supplier of landscaping products, with ample opportunity to expand, given that it has just a 13% market share in a highly fragmented industry.</p><p><blockquote>SiteOne Landscape Supply(SITE)是美国最大的园林绿化产品供应商,鉴于该公司在高度分散的行业中仅占 13% 的市场份额,因此具有充足的扩张机会。</blockquote></p><p> “It’s growing organically and has lots of acquisition opportunities,” says Columbia’s Cole, who considers the company to be capable of 10% to 15% annual revenue growth.</p><p><blockquote>“哥伦比亚大学的科尔说:”它正在有机增长,并有很多收购机会。</blockquote></p><p> The stock, around $197, has a rich valuation, trading for 43 times projected 2022 earnings of $4.54 a share.</p><p><blockquote>该股估值约为 197 美元,估值丰富,是 2022 年预计每股收益 4.54 美元的 43 倍。</blockquote></p><p> Staar Surgical(STAA) has developed an implantable lens to correct myopia (nearsightedness). That addresses a potentially huge market, given the rising global incidence of that vision problem. The company expects the lens, which has been available in Europe and Asia for at least five years, to be on the U.S. market in the fourth quarter, pending Food and Drug Administration approval.</p><p><blockquote>Staar Surgical(STAA)开发了一种可植入晶状体来矫正近视(近视)。鉴于视力问题在全球范围内的发病率不断上升,这解决了一个潜在的巨大市场。该公司预计,该镜头已在欧洲和亚洲上市至少五年,将于第四季度进入美国市场,等待美国食品和药物管理局的批准。</blockquote></p><p></p><p> “It could do substantial volumes,’’ says Doug Brodie, a global manager at Baillie Gifford. “It’s early in a journey and is largely devoid of competition.”</p><p><blockquote>“Baillie Gifford 全球经理道格-布罗迪(Doug Brodie)说:”它可以创造大量的销量。“它还处于起步阶段,基本上没有竞争。</blockquote></p><p> Lenses for both eyes can be implanted in less than an hour, and they don’t involve the removal of the natural lenses. The wholesale cost in the U.S. could be around $1,000 per lens.</p><p><blockquote>双眼晶状体可在不到一小时的时间内植入,而且不需要摘除天然晶状体。在美国,每个镜片的批发成本可能在1000美元左右。</blockquote></p><p> At a recent $138, Staar shares are richly valued at more than 20 times projected 2022 sales and 140 times estimated 2022 earnings. But the market opportunity is enormous: Some five billion people worldwide could have myopia by 2050.</p><p><blockquote>Staar 股价最近为 138 美元,估值很高,是 2022 年预计销售额的 20 多倍,是 2022 年预计收益的 140 倍。但市场机会是巨大的:到2050年,全球约有50亿人可能患有近视。</blockquote></p><p> Stitch Fix(SFIX) has developed a subscription service for clothing, shoes, and other accessories and boasts over four million customers.</p><p><blockquote>Stitch Fix(SFIX)开发了服装、鞋子和其他配饰的订阅服务,拥有超过400万客户。</blockquote></p><p> “This could be the Nordstrom of the future,” says Mario Cibelli, chief investment officer at Marathon Partners Equity Management, a Stitch Fix holder. “This a potentially huge market and nobody is addressing it in the same way.” Using a staff of 6,000 personal stylists and lots of data, Stitch Fix seeks to identify subscriber tastes to generate high satisfaction and limit returns on packages sent at intervals and determined by subscribers.</p><p><blockquote>“Stitch Fix 持有者 Marathon Partners Equity Management 的首席投资官 Mario Cibelli 说:”这可能是未来的 Nordstrom。“这是一个潜在的巨大市场,没有人以同样的方式解决这个问题”。Stitch Fix利用6,000名私人造型师和大量数据,试图识别订户的口味,以产生高满意度,并限制定期发送并由订户决定的包裹的回报。</blockquote></p><p> Its shares, around $44, are down 60% from their level earlier in the year, on investors’ worries about potential churn and the business’s ultimate profitability.</p><p><blockquote>由于投资者担心潜在的流失和公司的最终盈利能力,该公司的股价约为 44 美元,比年初的水平下跌了 60%。</blockquote></p><p> Yet Cibelli sees revenue growth of 20%-plus annually, opportunities outside its current U.S. and U.K. markets, and a potentially very profitable business in two to three years.</p><p><blockquote>然而,Cibelli 预计收入每年将增长 20% 以上,在当前美国和英国市场之外还有机会,并且在两到三年内将成为一项潜在的非常有利可图的业务。</blockquote></p><p> Trex(TREX) is the top producer of a high-end wood alternative for decks that comes from 95% recycled material, making it an eco-friendly housing play. The shares, at $105, trade for 43 times projected 2022 earnings.</p><p><blockquote>Trex(TREX)是高端木质甲板替代品的顶级生产商,该甲板由95%的回收材料制成,是一种环保的住宅。该股股价为 105 美元,是 2022 年预期市盈率的 43 倍。</blockquote></p><p> T. Rowe Price’s Spencer views Trex as worth the price, based on his view that it can generate sustainable annual revenue growth of 15% to 20%. Earnings are expected to climb by about 20% in 2022 and at a similar pace in the following years. “If you roll the clock forward three years, it doesn’t look as expensive,” he says.</p><p><blockquote>T. Rowe Price 的 Spencer 认为 Trex 物有所值,因为他认为 Trex 可以实现 15% 至 20% 的可持续年收入增长。预计 2022 年盈利将增长约 20%,并在随后几年以类似的速度增长。“他说:”如果把时钟拨快三年,看起来就不会那么贵了。</blockquote></p><p> Upwork(UPWK), an online marketplace for freelance workers, is favored by Baillie Gifford’s Brodie, who says it offers a play on the greater acceptance of freelancers by businesses.</p><p><blockquote>Upwork(UPWK)是一个面向自由职业者的在线市场,受到了 Baillie Gifford 的 Brodie 的青睐,他说它能提高企业对自由职业者的接受度。</blockquote></p><p> The shares, recently around $44, aren’t cheap. Upwork is valued at $5.7 billion, or more than 10 times this year’s projected sales of nearly $500 million. It operates at a slight loss.</p><p><blockquote>最近股价在 44 美元左右,并不便宜。Upwork 的估值为 57 亿美元,是今年近 5 亿美元预计销售额的 10 倍多。它的运营略有亏损。</blockquote></p><p> The investment case is about rapid sales growth leading to ample earnings. Sales are expected to rise by 30%-plus this year and 25% for 2022.</p><p><blockquote>投资案例是关于销售快速增长带来丰厚收益。预计今年销售额将增长 30% 以上,2022 年将增长 25%。</blockquote></p><p> “Freelancers are more accepted by small to midsize business, but they’ve been frowned on by the HR departments at large businesses,” Brodie says. Upwork aims to change that perception by vetting its freelancers and by offering thousands of skill sets. “Upwork could become a trusted partner for an increasing number of enterprise-grade partners,” he says.</p><p><blockquote>“布罗迪说:”中小型企业更容易接受自由职业者,但大型企业的人力资源部门却对自由职业者嗤之以鼻。Upwork旨在通过审查其自由职业者和提供数千套技能来改变这种看法。“他说:”Upwork 可以成为越来越多企业级合作伙伴值得信赖的合作伙伴。</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>These 10 Standout Stocks Could Be the Next Amazon<blockquote>这 10 只杰出股票可能成为下一个亚马逊</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThese 10 Standout Stocks Could Be the Next Amazon<blockquote>这 10 只杰出股票可能成为下一个亚马逊</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-08-15 11:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p>One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors looking for the next Amazon.com, Costco Wholesale, Nike, or Visa seek to identify companies capable of generating double-digit compound growth in revenue and earnings—preferably both—for years to come.</p><p><blockquote>当今投资中最流行的流行语之一是 “复利者 ”。寻找下一个亚马逊、Costco Wholesale、Nike 或 Visa 的成长型投资者寻求确定能够在未来几年实现收入和盈利两位数复合增长的公司(最好是两者兼而有之)。</blockquote></p><p> The idea is that stock prices should compound in line with revenue and profits, enabling investors to generate high returns over a holding period of five to 10 years. The ultimate goal is to find the elusive “10 bagger”—a stock that returns 10 times what you paid for it.</p><p><blockquote>这个想法是,股票价格应该与收入和利润保持一致,使投资者能够在5到10年的持有期内产生高回报。最终目标是找到难以捉摸的 “10 bagger”--回报率是你购买价格 10 倍的股票。</blockquote></p><p> Wall Street analyst notes and client letters from investment pros are replete with compounder references. Many of the next generation of value managers, identified in a <i>Barron’s</i> cover story in May, are seeking such shares, rather than the traditional value fare of cheap stocks.</p><p><blockquote>华尔街分析师的笔记和投资专业人士的客户信中充满了复合器的参考资料。许多下一代价值经理,在<i>巴伦</i>五月份的封面故事,正在寻求此类股票,而不是廉价股票的传统价值。</blockquote></p><p> Their search has become more challenging, because buyers are paying lofty prices for high-growth stories. Really big winners are scarce. Only about 35 companies in each of a long series of 10-year periods have compounded their stock prices at 20% or more annually, resulting in at least a sixfold increase, according to Durable Capital Partners.</p><p><blockquote>他们的搜索变得更具挑战性,因为买家正在为高增长的故事支付高价。真正的大赢家很少。根据 Durable Capital Partners 的数据,在 10 年的漫长系列中,只有大约 35 家公司的股价每年复合上涨 20% 或更多,导致至少增长了六倍。</blockquote></p><p> Many investors are happy to stick with large, well-known compounders, such as Alphabet(ticker: GOOGL),Mastercard(MA),UnitedHealth Group(UNH), and Eli Lilly(LLY).</p><p><blockquote>许多投资者很乐意坚持使用大型知名复合商,例如Alphabet(股票代码:GOOGL)、万事达卡(MA)、联合健康集团(UNH)和礼来公司(LLY)。</blockquote></p><p> <i>Barron’s</i> sought to identify smaller candidates. We talked to investment managers and came up with an eclectic list of 10 stocks, most with market values under $10 billion. Here are the selections, in alphabetical order:</p><p><blockquote><i>巴伦</i>试图确定较小的候选人。我们与投资经理进行了交谈,列出了一份包含 10 只股票的兼收并蓄的名单,其中大多数市值低于 100 亿美元。以下是按字母顺序排列的选择:</blockquote></p><p> Strong and Steady Wins the RaceHere are 10 stocks that growth investors have identified as being able to generate consistently high growth in revenues or profits for many years.</p><p><blockquote>强劲而稳定的胜利 以下是成长型投资者认为能够多年来持续实现收入或利润高增长的 10 只股票。</blockquote></p><p> <table> <thead> <tr> <th>Company / Ticker</th> <th>Recent Price</th> <th>YTD Change</th> <th>2021E P/E</th> <th>2021E Price/Sales</th> <th>2022E P/E</th> <th>2022E Price/Sales</th> <th>LT Growth Rate*</th> <th>Market Value (bil)</th> <th>Comment</th> </tr> </thead> <tbody> <tr> <td>Amedysis / AMED</td> <td>$185.15</td> <td>-37%</td> <td>30.2</td> <td>2.7</td> <td>27.7</td> <td>2.4</td> <td>10.5%</td> <td>$6.3</td> <td>Leader in home health care</td> </tr> <tr> <td>Amyris / AMRS</td> <td>13.64</td> <td>121</td> <td>NM</td> <td>10.4</td> <td>NM</td> <td>9.7</td> <td>NA</td> <td>4.1</td> <td>Leading company in synthetic biology</td> </tr> <tr> <td>Booz Allen Hamilton Holding / BAH</td> <td>81.73</td> <td>-6</td> <td>19.4</td> <td>1.3</td> <td>17.7</td> <td>1.2</td> <td>8.6</td> <td>11.0</td> <td>Defense-department consultant</td> </tr> <tr> <td>J.B. Hunt Transport Services / JBHT</td> <td>172.76</td> <td>26</td> <td>25.8</td> <td>1.5</td> <td>22.2</td> <td>1.4</td> <td>18.4</td> <td>18.2</td> <td>Strong in intermodal freight</td> </tr> <tr> <td>Marriott Vacations Worldwide / VAC</td> <td>147.15</td> <td>7</td> <td>40.9</td> <td>1.6</td> <td>15.7</td> <td>1.4</td> <td>NA</td> <td>6.3</td> <td>Top company in vacation timeshares</td> </tr> <tr> <td>SiteOne Landscape Supply / SITE</td> <td>197.10</td> <td>24</td> <td>45.7</td> <td>2.6</td> <td>43.5</td> <td>2.5</td> <td>19.3</td> <td>8.8</td> <td>Big supplier of landscaping supplies</td> </tr> <tr> <td>Staar Surgical / STAA</td> <td>138.19</td> <td>74</td> <td>192.3</td> <td>28.6</td> <td>140.8</td> <td>22.5</td> <td>30.0</td> <td>6.6</td> <td>Maker of implantable lens for myopia</td> </tr> <tr> <td>Stitch Fix / SFIX</td> <td>44.38</td> <td>-24</td> <td>NM</td> <td>1.9</td> <td>1890.3</td> <td>1.7</td> <td>30.0</td> <td>4.8</td> <td>Data-driven subscription clothing firm</td> </tr> <tr> <td>Trex / TREX</td> <td>105.94</td> <td>27</td> <td>51.9</td> <td>10.5</td> <td>43.6</td> <td>9.3</td> <td>18.8</td> <td>12.2</td> <td>Top maker of synthetic wood decking</td> </tr> <tr> <td>Upwork / UPWK</td> <td>44.31</td> <td>28</td> <td>NM</td> <td>11.4</td> <td>556.8</td> <td>9.2</td> <td>NA</td> <td>5.7</td> <td>Online clearinghouse for free-lancers</td> </tr> </tbody> </table> E=Estimate. BAH estimates are for fiscal years ending March 2022 and March 23. SFIX estimates are for fiscal years ending July 2022 and July 2023. NM=Not Meaningful. NA=Not Available. *The annual EPS growth the company can sustain over the next 3-5 years.</p><p><blockquote><table><thead><tr><th>公司/股票代码</th><th>近期价格</th><th>年初至今变化</th><th>2021年市盈率</th><th>2021年价格/销售额</th><th>2022年市盈率</th><th>2022年价格/销售额</th><th>LT增长率*</th><th>市值(bil)</th><th>评论</th></tr></thead><tbody><tr><td>阿梅迪西斯/阿梅德</td><td>$185.15</td><td>-37%</td><td>30.2</td><td>2.7</td><td>27.7</td><td>2.4</td><td>10.5%</td><td>$6.3</td><td>家庭医疗保健领域的领导者</td></tr><tr><td>阿米里斯/AMRS</td><td>13.64</td><td>121</td><td>纳米</td><td>10.4</td><td>纳米</td><td>9.7</td><td>纳</td><td>4.1</td><td>合成生物学领先公司</td></tr><tr><td>博思艾伦汉密尔顿控股 / BAH</td><td>81.73</td><td>-6</td><td>19.4</td><td>1.3</td><td>17.7</td><td>1.2</td><td>8.6</td><td>11.0</td><td>国防部顾问</td></tr><tr><td>J.B亨特运输服务 / JBHT</td><td>172.76</td><td>26</td><td>25.8</td><td>1.5</td><td>22.2</td><td>1.4</td><td>18.4</td><td>18.2</td><td>擅长多式联运</td></tr><tr><td>万豪度假全球/VAC</td><td>147.15</td><td>7</td><td>40.9</td><td>1.6</td><td>15.7</td><td>1.4</td><td>纳</td><td>6.3</td><td>度假分时度假领域的顶级公司</td></tr><tr><td>SiteOne景观供应/场地</td><td>197.10</td><td>24</td><td>45.7</td><td>2.6</td><td>43.5</td><td>2.5</td><td>19.3</td><td>8.8</td><td>大型园林绿化用品供应商</td></tr><tr><td>外科凝视/凝视</td><td>138.19</td><td>74</td><td>192.3</td><td>28.6</td><td>140.8</td><td>22.5</td><td>30.0</td><td>6.6</td><td>近视植入式镜片制造商</td></tr><tr><td>缝合固定/固定</td><td>44.38</td><td>-24</td><td>纳米</td><td>1.9</td><td>1890.3</td><td>1.7</td><td>30.0</td><td>4.8</td><td>数据驱动订阅服装公司</td></tr><tr><td>Trex / Trex</td><td>105.94</td><td>27</td><td>51.9</td><td>10.5</td><td>43.6</td><td>9.3</td><td>18.8</td><td>12.2</td><td>合成木地板的顶级制造商</td></tr><tr><td>Upwork / UPWK</td><td>44.31</td><td>28</td><td>纳米</td><td>11.4</td><td>556.8</td><td>9.2</td><td>纳</td><td>5.7</td><td>自由职业者在线信息交换所</td></tr></tbody></table>E=估计值。BAH的估计是针对截至2022年3月和3月23日的财年。SFIX 的估计适用于截至 2022 年 7 月和 2023 年 7 月的财年。NM=无意义。NA=不可用。*公司未来3-5年可维持的每年每股收益增长。</blockquote></p><p> Source: FactSet</p><p><blockquote>来源:FactSet</blockquote></p><p> Amedisys(AMED), a provider of home healthcare and hospice services, has a national footprint in a still-fragmented business.</p><p><blockquote>Amedisys (AMED) 是一家家庭医疗保健和临终关怀服务提供商,业务仍然分散,业务遍及全国。</blockquote></p><p></p><p> “There is going to be massive consolidation of the industry” predicts Dan Cole, a manager of the Columbia Small-Cap Growth fund. “Healthcare is moving to the home.”</p><p><blockquote>“哥伦比亚小盘股成长基金经理丹-科尔预测说:”该行业将进行大规模整合。“医疗保健正在向家庭转移”。</blockquote></p><p> Amedisys stock is up more than tenfold in the past decade. But the shares, around $185, are off nearly 30% after the company recently cut 2021 financial guidance, citing Covid-related staffing and cost issues, mostly in acquired hospice operations. The 2021 earnings estimate is now $6.13 a share, down from nearly $7. The stock trades for 30 times projected 2021 profits. Cole says that the company remains capable of generating 10% annual gains in earnings per share.</p><p><blockquote>Amedisys 股价在过去十年中上涨了十倍以上。但该公司最近以与新冠疫情相关的人员配备和成本问题(主要是收购的临终关怀业务)为由,削减了 2021 年财务指引,股价约为 185 美元,下跌了近 30%。2021 年盈利预期目前为每股 6.13 美元,低于近 7 美元。该股的交易价格是2021年预计利润的30倍。科尔表示,该公司仍然有能力每年实现 10% 的每股收益增长。</blockquote></p><p> Amyris(AMRS) is a leader in synthetic biology. It fans say its opportunity is to supplant, in an eco-friendly way, a range of products now made from petrochemicals, animals, and plants.</p><p><blockquote>Amyris(AMRS)是合成生物学领域的领导者。It 粉丝表示,它的机会是以环保的方式取代目前由石化产品、动物和植物制成的一系列产品。</blockquote></p><p> Using genetically re-engineered yeast and sugar cane, Amyris produces such things as squalane, a high-end moisturizer formerly made from shark livers; vanillin, the flavoring for vanilla; and a no-calorie sweetener normally derived from plants. The stock trades around $13.</p><p><blockquote>使用基因改造的酵母和甘蔗,Amyris生产角鲨烷等物质,角鲨烷是一种以前由鲨鱼肝制成的高端保湿剂;香草醛,香草的调味料;以及通常来源于植物的无热量甜味剂。该股交易价格约为 13 美元。</blockquote></p><p> <i>Barron’s</i> wrote favorably on the company in July. Amyris sees sales reaching $2 billion by 2025, up from an estimated $400 million this year, driven by its consumer brands.</p><p><blockquote><i>巴伦</i>七月份对该公司的评价很高。在消费品牌的推动下,Amyris 预计到 2025 年销售额将达到 20 亿美元,高于今年的 4 亿美元。</blockquote></p><p> “The world needs clean chemistry, and Amyris is the point on the spear to create it,” says Randy Baron, a portfolio manager at Pinnacle Associates, which owns Amyris shares. He thinks they could hit $75 by the end of 2022.</p><p><blockquote>“拥有 Amyris 股票的 Pinnacle Associates 公司的投资组合经理兰迪-巴伦(Randy Baron)说:”世界需要清洁化学,而 Amyris 正是创造清洁化学的关键。他认为到 2022 年底,它们的价格可能会达到 75 美元。</blockquote></p><p> Booz Allen Hamilton Holding(BAH) is an important consultant to the Defense Department and other agencies. The U.S. government accounted for 97% of its revenue in its latest fiscal year. Booz Allen has built robust ties to the government over the years by providing an array of services, like cybersecurity. Its stock trades around $81, for a 1.8% yield.</p><p><blockquote>博思艾伦汉密尔顿控股公司(BAH)是国防部和其他机构的重要顾问。美国政府在最近一个财政年度占其收入的97%。多年来,博思艾伦通过提供网络安全等一系列服务,与政府建立了牢固的联系。其股票交易价格约为 81 美元,收益率为 1.8%。</blockquote></p><p> “It has built a strong, partnership-like culture and has a long record of steady growth,” says Josh Spencer, manager of the T. Rowe Price New Horizons fund. He sees Booz Allen as capable of generating 9% to 10% annual growth in revenue and yearly gains of 15% to 16% in earnings, in line with its historical performance. The stock is off 20% from its peak of $100, amid concerns about more restrained military spending. Spencer sees the pullback as a buying opportunity, with the stock valued at less than 20 times earnings.</p><p><blockquote>“T. Rowe Price New Horizons 基金经理乔希-斯宾塞(Josh Spencer)说:”它已经建立了一种强大的、类似合作伙伴关系的文化,并有着长期的稳定增长记录。他认为博思艾伦有能力实现 9% 至 10% 的年收入增长,每年盈利增长 15% 至 16%,与其历史表现一致。由于担心军费开支受到更多限制,该股较 100 美元的峰值下跌了 20%。斯宾塞将此次回调视为买入机会,该股估值不到市盈率的 20 倍。</blockquote></p><p> J.B. Hunt Transport Services(JBHT) is a leader in intermodal freight, which involves the fuel-efficient movement of trucks over rail lines. It has been one of the most successful trucking companies. Its stock has risen 30-fold over the past 20 years, to a recent $173. “It has an incredible franchise,” says Henry Ellenbogen, chief investment officer at Durable Capital Partners and a member of the Barron’s Roundtable.</p><p><blockquote>J.B亨特运输服务公司(JBHT)是多式联运货运领域的领导者,多式联运货运涉及卡车在铁路线上的节能运输。它是最成功的卡车运输公司之一。过去 20 年里,其股价上涨了 30 倍,最近达到 173 美元。“Durable Capital Partners 首席投资官、《巴伦周刊》圆桌会议成员亨利-埃伦博根(Henry Ellenbogen)说:”它拥有令人难以置信的特许经营权。</blockquote></p><p> J.B. Hunt’s relationship with the Burlington Northern Santa Fe railroad gives it a strong position in intermodal freight, he notes. J.B. Hunt also has a growing business taking over the trucking operations of smaller companies. And it is involved in digital freight brokerage—matching truckers with shipping customers.</p><p><blockquote>J.B他指出,亨特与伯灵顿北圣达菲铁路公司(Burlington Northern Santa Fe railroad)的合作关系使其在多式联运货运领域占据了强大的地位。J.B亨特的业务也在不断增长,接管了小公司的卡车运输业务。它还涉足数字货运经纪业务——将卡车司机与航运客户进行匹配。</blockquote></p><p> Ellenbogen says the stock is reasonable at 22 times estimated 2022 profits, given a mid-teens annual growth outlook for earnings.</p><p><blockquote>Ellenbogen 表示,考虑到 2022 年盈利增长前景,该股 2022 年盈利预期的 22 倍是合理的。</blockquote></p><p> Marriott Vacations Worldwide(VAC) is one of the top companies in the timeshare industry. It has 700,000 owners, a resilient business model with significant revenue from fees, and more exposure than its peers to luxury properties in places including Hawaii and Orlando, Fla.</p><p><blockquote>万豪度假全球(VAC)是分时度假行业的顶级公司之一。它拥有 70 万业主,是一种有弹性的商业模式,拥有可观的费用收入,并且比同行更容易接触到夏威夷和佛罗里达州奥兰多等地的豪华房产。</blockquote></p><p> “It has the best customer base, with the highest spending and an impeccable balance sheet,” says David Baron, a manager of the Baron Focused Growth fund. Marriott Vacations, whose shares recently were trading around $145, should reinstate its dividend later this year, he adds.</p><p><blockquote>“Baron Focused Growth fund 的经理大卫-巴伦(David Baron)说:”它拥有最好的客户群、最高的支出和无可挑剔的资产负债表。他补充说,万豪度假公司的股价最近约为 145 美元,该公司应该会在今年晚些时候恢复股息。</blockquote></p><p> The shares, Baron argues, are cheap at a 11% free-cash-flow yield, based on 2022 estimates. He says that the stock, little changed since 2018, could produce 20% annual returns for shareholders in the coming years.</p><p><blockquote>巴伦认为,根据 2022 年的预测,这些股票的自由现金流收益率为 11%,价格便宜。他表示,该股自 2018 年以来几乎没有变化,未来几年可能会为股东带来 20% 的年回报。</blockquote></p><p> SiteOne Landscape Supply(SITE) is the country’s top supplier of landscaping products, with ample opportunity to expand, given that it has just a 13% market share in a highly fragmented industry.</p><p><blockquote>SiteOne Landscape Supply(SITE)是美国最大的园林绿化产品供应商,鉴于该公司在高度分散的行业中仅占 13% 的市场份额,因此具有充足的扩张机会。</blockquote></p><p> “It’s growing organically and has lots of acquisition opportunities,” says Columbia’s Cole, who considers the company to be capable of 10% to 15% annual revenue growth.</p><p><blockquote>“哥伦比亚大学的科尔说:”它正在有机增长,并有很多收购机会。</blockquote></p><p> The stock, around $197, has a rich valuation, trading for 43 times projected 2022 earnings of $4.54 a share.</p><p><blockquote>该股估值约为 197 美元,估值丰富,是 2022 年预计每股收益 4.54 美元的 43 倍。</blockquote></p><p> Staar Surgical(STAA) has developed an implantable lens to correct myopia (nearsightedness). That addresses a potentially huge market, given the rising global incidence of that vision problem. The company expects the lens, which has been available in Europe and Asia for at least five years, to be on the U.S. market in the fourth quarter, pending Food and Drug Administration approval.</p><p><blockquote>Staar Surgical(STAA)开发了一种可植入晶状体来矫正近视(近视)。鉴于视力问题在全球范围内的发病率不断上升,这解决了一个潜在的巨大市场。该公司预计,该镜头已在欧洲和亚洲上市至少五年,将于第四季度进入美国市场,等待美国食品和药物管理局的批准。</blockquote></p><p></p><p> “It could do substantial volumes,’’ says Doug Brodie, a global manager at Baillie Gifford. “It’s early in a journey and is largely devoid of competition.”</p><p><blockquote>“Baillie Gifford 全球经理道格-布罗迪(Doug Brodie)说:”它可以创造大量的销量。“它还处于起步阶段,基本上没有竞争。</blockquote></p><p> Lenses for both eyes can be implanted in less than an hour, and they don’t involve the removal of the natural lenses. The wholesale cost in the U.S. could be around $1,000 per lens.</p><p><blockquote>双眼晶状体可在不到一小时的时间内植入,而且不需要摘除天然晶状体。在美国,每个镜片的批发成本可能在1000美元左右。</blockquote></p><p> At a recent $138, Staar shares are richly valued at more than 20 times projected 2022 sales and 140 times estimated 2022 earnings. But the market opportunity is enormous: Some five billion people worldwide could have myopia by 2050.</p><p><blockquote>Staar 股价最近为 138 美元,估值很高,是 2022 年预计销售额的 20 多倍,是 2022 年预计收益的 140 倍。但市场机会是巨大的:到2050年,全球约有50亿人可能患有近视。</blockquote></p><p> Stitch Fix(SFIX) has developed a subscription service for clothing, shoes, and other accessories and boasts over four million customers.</p><p><blockquote>Stitch Fix(SFIX)开发了服装、鞋子和其他配饰的订阅服务,拥有超过400万客户。</blockquote></p><p> “This could be the Nordstrom of the future,” says Mario Cibelli, chief investment officer at Marathon Partners Equity Management, a Stitch Fix holder. “This a potentially huge market and nobody is addressing it in the same way.” Using a staff of 6,000 personal stylists and lots of data, Stitch Fix seeks to identify subscriber tastes to generate high satisfaction and limit returns on packages sent at intervals and determined by subscribers.</p><p><blockquote>“Stitch Fix 持有者 Marathon Partners Equity Management 的首席投资官 Mario Cibelli 说:”这可能是未来的 Nordstrom。“这是一个潜在的巨大市场,没有人以同样的方式解决这个问题”。Stitch Fix利用6,000名私人造型师和大量数据,试图识别订户的口味,以产生高满意度,并限制定期发送并由订户决定的包裹的回报。</blockquote></p><p> Its shares, around $44, are down 60% from their level earlier in the year, on investors’ worries about potential churn and the business’s ultimate profitability.</p><p><blockquote>由于投资者担心潜在的流失和公司的最终盈利能力,该公司的股价约为 44 美元,比年初的水平下跌了 60%。</blockquote></p><p> Yet Cibelli sees revenue growth of 20%-plus annually, opportunities outside its current U.S. and U.K. markets, and a potentially very profitable business in two to three years.</p><p><blockquote>然而,Cibelli 预计收入每年将增长 20% 以上,在当前美国和英国市场之外还有机会,并且在两到三年内将成为一项潜在的非常有利可图的业务。</blockquote></p><p> Trex(TREX) is the top producer of a high-end wood alternative for decks that comes from 95% recycled material, making it an eco-friendly housing play. The shares, at $105, trade for 43 times projected 2022 earnings.</p><p><blockquote>Trex(TREX)是高端木质甲板替代品的顶级生产商,该甲板由95%的回收材料制成,是一种环保的住宅。该股股价为 105 美元,是 2022 年预期市盈率的 43 倍。</blockquote></p><p> T. Rowe Price’s Spencer views Trex as worth the price, based on his view that it can generate sustainable annual revenue growth of 15% to 20%. Earnings are expected to climb by about 20% in 2022 and at a similar pace in the following years. “If you roll the clock forward three years, it doesn’t look as expensive,” he says.</p><p><blockquote>T. Rowe Price 的 Spencer 认为 Trex 物有所值,因为他认为 Trex 可以实现 15% 至 20% 的可持续年收入增长。预计 2022 年盈利将增长约 20%,并在随后几年以类似的速度增长。“他说:”如果把时钟拨快三年,看起来就不会那么贵了。</blockquote></p><p> Upwork(UPWK), an online marketplace for freelance workers, is favored by Baillie Gifford’s Brodie, who says it offers a play on the greater acceptance of freelancers by businesses.</p><p><blockquote>Upwork(UPWK)是一个面向自由职业者的在线市场,受到了 Baillie Gifford 的 Brodie 的青睐,他说它能提高企业对自由职业者的接受度。</blockquote></p><p> The shares, recently around $44, aren’t cheap. Upwork is valued at $5.7 billion, or more than 10 times this year’s projected sales of nearly $500 million. It operates at a slight loss.</p><p><blockquote>最近股价在 44 美元左右,并不便宜。Upwork 的估值为 57 亿美元,是今年近 5 亿美元预计销售额的 10 倍多。它的运营略有亏损。</blockquote></p><p> The investment case is about rapid sales growth leading to ample earnings. Sales are expected to rise by 30%-plus this year and 25% for 2022.</p><p><blockquote>投资案例是关于销售快速增长带来丰厚收益。预计今年销售额将增长 30% 以上,2022 年将增长 25%。</blockquote></p><p> “Freelancers are more accepted by small to midsize business, but they’ve been frowned on by the HR departments at large businesses,” Brodie says. Upwork aims to change that perception by vetting its freelancers and by offering thousands of skill sets. “Upwork could become a trusted partner for an increasing number of enterprise-grade partners,” he says.</p><p><blockquote>“布罗迪说:”中小型企业更容易接受自由职业者,但大型企业的人力资源部门却对自由职业者嗤之以鼻。Upwork旨在通过审查其自由职业者和提供数千套技能来改变这种看法。“他说:”Upwork 可以成为越来越多企业级合作伙伴值得信赖的合作伙伴。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/stocks-potential-compounder-growth-51628888840?mod=hp_LEADSUPP_2\">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":{"UPWK":"Upwork Inc.","SITE":"SiteOne Landscape Supply, Inc.","AMED":"阿米斯医疗","TREX":"Trex Co Inc","JBHT":"JB Hunt运输服务","STAA":"STAAR Surgical Company","VAC":"万豪度假环球","BAH":"博思艾伦咨询公司","AMRS":"阿米瑞斯","SFIX":"Stitch Fix Inc."},"source_url":"https://www.barrons.com/articles/stocks-potential-compounder-growth-51628888840?mod=hp_LEADSUPP_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127633167","content_text":"One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors looking for the next Amazon.com, Costco Wholesale, Nike, or Visa seek to identify companies capable of generating double-digit compound growth in revenue and earnings—preferably both—for years to come.\nThe idea is that stock prices should compound in line with revenue and profits, enabling investors to generate high returns over a holding period of five to 10 years. The ultimate goal is to find the elusive “10 bagger”—a stock that returns 10 times what you paid for it.\nWall Street analyst notes and client letters from investment pros are replete with compounder references. Many of the next generation of value managers, identified in a Barron’s cover story in May, are seeking such shares, rather than the traditional value fare of cheap stocks.\nTheir search has become more challenging, because buyers are paying lofty prices for high-growth stories. Really big winners are scarce. Only about 35 companies in each of a long series of 10-year periods have compounded their stock prices at 20% or more annually, resulting in at least a sixfold increase, according to Durable Capital Partners.\nMany investors are happy to stick with large, well-known compounders, such as Alphabet(ticker: GOOGL),Mastercard(MA),UnitedHealth Group(UNH), and Eli Lilly(LLY).\nBarron’s sought to identify smaller candidates. We talked to investment managers and came up with an eclectic list of 10 stocks, most with market values under $10 billion. Here are the selections, in alphabetical order:\nStrong and Steady Wins the RaceHere are 10 stocks that growth investors have identified as being able to generate consistently high growth in revenues or profits for many years.\n\n\n\nCompany / Ticker\nRecent Price\nYTD Change\n2021E P/E\n2021E Price/Sales\n2022E P/E\n2022E Price/Sales\nLT Growth Rate*\nMarket Value (bil)\nComment\n\n\n\n\nAmedysis / AMED\n$185.15\n-37%\n30.2\n2.7\n27.7\n2.4\n10.5%\n$6.3\nLeader in home health care\n\n\nAmyris / AMRS\n13.64\n121\nNM\n10.4\nNM\n9.7\nNA\n4.1\nLeading company in synthetic biology\n\n\nBooz Allen Hamilton Holding / BAH\n81.73\n-6\n19.4\n1.3\n17.7\n1.2\n8.6\n11.0\nDefense-department consultant\n\n\nJ.B. Hunt Transport Services / JBHT\n172.76\n26\n25.8\n1.5\n22.2\n1.4\n18.4\n18.2\nStrong in intermodal freight\n\n\nMarriott Vacations Worldwide / VAC\n147.15\n7\n40.9\n1.6\n15.7\n1.4\nNA\n6.3\nTop company in vacation timeshares\n\n\nSiteOne Landscape Supply / SITE\n197.10\n24\n45.7\n2.6\n43.5\n2.5\n19.3\n8.8\nBig supplier of landscaping supplies\n\n\nStaar Surgical / STAA\n138.19\n74\n192.3\n28.6\n140.8\n22.5\n30.0\n6.6\nMaker of implantable lens for myopia\n\n\nStitch Fix / SFIX\n44.38\n-24\nNM\n1.9\n1890.3\n1.7\n30.0\n4.8\nData-driven subscription clothing firm\n\n\nTrex / TREX\n105.94\n27\n51.9\n10.5\n43.6\n9.3\n18.8\n12.2\nTop maker of synthetic wood decking\n\n\nUpwork / UPWK\n44.31\n28\nNM\n11.4\n556.8\n9.2\nNA\n5.7\nOnline clearinghouse for free-lancers\n\n\n\nE=Estimate. BAH estimates are for fiscal years ending March 2022 and March 23. SFIX estimates are for fiscal years ending July 2022 and July 2023. NM=Not Meaningful. NA=Not Available. *The annual EPS growth the company can sustain over the next 3-5 years.\nSource: FactSet\nAmedisys(AMED), a provider of home healthcare and hospice services, has a national footprint in a still-fragmented business.\n“There is going to be massive consolidation of the industry” predicts Dan Cole, a manager of the Columbia Small-Cap Growth fund. “Healthcare is moving to the home.”\nAmedisys stock is up more than tenfold in the past decade. But the shares, around $185, are off nearly 30% after the company recently cut 2021 financial guidance, citing Covid-related staffing and cost issues, mostly in acquired hospice operations. The 2021 earnings estimate is now $6.13 a share, down from nearly $7. The stock trades for 30 times projected 2021 profits. Cole says that the company remains capable of generating 10% annual gains in earnings per share.\nAmyris(AMRS) is a leader in synthetic biology. It fans say its opportunity is to supplant, in an eco-friendly way, a range of products now made from petrochemicals, animals, and plants.\nUsing genetically re-engineered yeast and sugar cane, Amyris produces such things as squalane, a high-end moisturizer formerly made from shark livers; vanillin, the flavoring for vanilla; and a no-calorie sweetener normally derived from plants. The stock trades around $13.\nBarron’s wrote favorably on the company in July. Amyris sees sales reaching $2 billion by 2025, up from an estimated $400 million this year, driven by its consumer brands.\n“The world needs clean chemistry, and Amyris is the point on the spear to create it,” says Randy Baron, a portfolio manager at Pinnacle Associates, which owns Amyris shares. He thinks they could hit $75 by the end of 2022.\nBooz Allen Hamilton Holding(BAH) is an important consultant to the Defense Department and other agencies. The U.S. government accounted for 97% of its revenue in its latest fiscal year. Booz Allen has built robust ties to the government over the years by providing an array of services, like cybersecurity. Its stock trades around $81, for a 1.8% yield.\n“It has built a strong, partnership-like culture and has a long record of steady growth,” says Josh Spencer, manager of the T. Rowe Price New Horizons fund. He sees Booz Allen as capable of generating 9% to 10% annual growth in revenue and yearly gains of 15% to 16% in earnings, in line with its historical performance. The stock is off 20% from its peak of $100, amid concerns about more restrained military spending. Spencer sees the pullback as a buying opportunity, with the stock valued at less than 20 times earnings.\nJ.B. Hunt Transport Services(JBHT) is a leader in intermodal freight, which involves the fuel-efficient movement of trucks over rail lines. It has been one of the most successful trucking companies. Its stock has risen 30-fold over the past 20 years, to a recent $173. “It has an incredible franchise,” says Henry Ellenbogen, chief investment officer at Durable Capital Partners and a member of the Barron’s Roundtable.\nJ.B. Hunt’s relationship with the Burlington Northern Santa Fe railroad gives it a strong position in intermodal freight, he notes. J.B. Hunt also has a growing business taking over the trucking operations of smaller companies. And it is involved in digital freight brokerage—matching truckers with shipping customers.\nEllenbogen says the stock is reasonable at 22 times estimated 2022 profits, given a mid-teens annual growth outlook for earnings.\nMarriott Vacations Worldwide(VAC) is one of the top companies in the timeshare industry. It has 700,000 owners, a resilient business model with significant revenue from fees, and more exposure than its peers to luxury properties in places including Hawaii and Orlando, Fla.\n“It has the best customer base, with the highest spending and an impeccable balance sheet,” says David Baron, a manager of the Baron Focused Growth fund. Marriott Vacations, whose shares recently were trading around $145, should reinstate its dividend later this year, he adds.\nThe shares, Baron argues, are cheap at a 11% free-cash-flow yield, based on 2022 estimates. He says that the stock, little changed since 2018, could produce 20% annual returns for shareholders in the coming years.\nSiteOne Landscape Supply(SITE) is the country’s top supplier of landscaping products, with ample opportunity to expand, given that it has just a 13% market share in a highly fragmented industry.\n\n“It’s growing organically and has lots of acquisition opportunities,” says Columbia’s Cole, who considers the company to be capable of 10% to 15% annual revenue growth.\nThe stock, around $197, has a rich valuation, trading for 43 times projected 2022 earnings of $4.54 a share.\nStaar Surgical(STAA) has developed an implantable lens to correct myopia (nearsightedness). That addresses a potentially huge market, given the rising global incidence of that vision problem. The company expects the lens, which has been available in Europe and Asia for at least five years, to be on the U.S. market in the fourth quarter, pending Food and Drug Administration approval.\n“It could do substantial volumes,’’ says Doug Brodie, a global manager at Baillie Gifford. “It’s early in a journey and is largely devoid of competition.”\nLenses for both eyes can be implanted in less than an hour, and they don’t involve the removal of the natural lenses. The wholesale cost in the U.S. could be around $1,000 per lens.\nAt a recent $138, Staar shares are richly valued at more than 20 times projected 2022 sales and 140 times estimated 2022 earnings. But the market opportunity is enormous: Some five billion people worldwide could have myopia by 2050.\nStitch Fix(SFIX) has developed a subscription service for clothing, shoes, and other accessories and boasts over four million customers.\n“This could be the Nordstrom of the future,” says Mario Cibelli, chief investment officer at Marathon Partners Equity Management, a Stitch Fix holder. “This a potentially huge market and nobody is addressing it in the same way.” Using a staff of 6,000 personal stylists and lots of data, Stitch Fix seeks to identify subscriber tastes to generate high satisfaction and limit returns on packages sent at intervals and determined by subscribers.\nIts shares, around $44, are down 60% from their level earlier in the year, on investors’ worries about potential churn and the business’s ultimate profitability.\nYet Cibelli sees revenue growth of 20%-plus annually, opportunities outside its current U.S. and U.K. markets, and a potentially very profitable business in two to three years.\nTrex(TREX) is the top producer of a high-end wood alternative for decks that comes from 95% recycled material, making it an eco-friendly housing play. The shares, at $105, trade for 43 times projected 2022 earnings.\nT. Rowe Price’s Spencer views Trex as worth the price, based on his view that it can generate sustainable annual revenue growth of 15% to 20%. Earnings are expected to climb by about 20% in 2022 and at a similar pace in the following years. “If you roll the clock forward three years, it doesn’t look as expensive,” he says.\nUpwork(UPWK), an online marketplace for freelance workers, is favored by Baillie Gifford’s Brodie, who says it offers a play on the greater acceptance of freelancers by businesses.\nThe shares, recently around $44, aren’t cheap. Upwork is valued at $5.7 billion, or more than 10 times this year’s projected sales of nearly $500 million. It operates at a slight loss.\nThe investment case is about rapid sales growth leading to ample earnings. Sales are expected to rise by 30%-plus this year and 25% for 2022.\n“Freelancers are more accepted by small to midsize business, but they’ve been frowned on by the HR departments at large businesses,” Brodie says. Upwork aims to change that perception by vetting its freelancers and by offering thousands of skill sets. “Upwork could become a trusted partner for an increasing number of enterprise-grade partners,” he says.","news_type":1,"symbols_score_info":{"TREX":0.9,"UPWK":0.9,"SITE":0.9,"VAC":0.9,"AMED":0.9,"SFIX":0.9,"BAH":0.9,"JBHT":0.9,"STAA":0.9,"AMRS":0.9}},"isVote":1,"tweetType":1,"viewCount":2824,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808742784,"gmtCreate":1627612971548,"gmtModify":1633757762579,"author":{"id":"3585722115143639","authorId":"3585722115143639","name":"Lemb77","avatar":"https://static.tigerbbs.com/7f5d8963029154b3c0fbba5bcc6c8c2a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585722115143639","authorIdStr":"3585722115143639"},"themes":[],"title":"","htmlText":"Pls like and comment","listText":"Pls like and comment","text":"Pls like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/808742784","repostId":"1105519179","repostType":4,"isVote":1,"tweetType":1,"viewCount":925,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187115312,"gmtCreate":1623746370336,"gmtModify":1634029216209,"author":{"id":"3585722115143639","authorId":"3585722115143639","name":"Lemb77","avatar":"https://static.tigerbbs.com/7f5d8963029154b3c0fbba5bcc6c8c2a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585722115143639","authorIdStr":"3585722115143639"},"themes":[],"title":"","htmlText":"Pls like and comment ","listText":"Pls like and comment ","text":"Pls like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/187115312","repostId":"1175897310","repostType":4,"repost":{"id":"1175897310","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1623725513,"share":"https://www.laohunote.com/m/news/1175897310?lang=zh_CN&edition=full","pubTime":"2021-06-15 10:51","market":"us","language":"en","title":"IPO Preview: WalkMe, Atai Life Sciences Highlight Week Of Many Offerings<blockquote>IPO 预览:WalkMe、Atai Life Sciences 亮点本周众多产品</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1175897310","media":"Benzinga Earnings","summary":"This week’s IPO lineup could feature a double digit number of companies hitting the public. Here is ","content":"<p>This week’s IPO lineup could feature a double digit number of companies hitting the public. Here is a look at some of the largest and most high profile companies going public this week.</p><p><blockquote>本周的 IPO 阵容中可能会有两位数的公司上市。以下是本周上市的一些最大、最引人注目的公司。</blockquote></p><p> <b>AMTD Digital:</b>Asian digital solutions platform <b>AMTD Digital</b>(NYSE:HKD) offers risk solutions and digital insurance technology for partners. The company had revenue of $21.6 million in fiscal 2020 and $18.8 million through the first nine months of the current fiscal year. The company plans to sell 16 million ADSs at a price point of $6.80 to $8.20.</p><p><blockquote><b>尚乘数码:</b>亚洲数字解决方案平台<b>尚乘数码</b>(纽约证券交易所代码:HKD)为合作伙伴提供风险解决方案和数字保险技术。该公司2020财年的收入为2160万美元,本财年前9个月的收入为1880万美元。该公司计划以6.80美元至8.20美元的价格出售1600万股美国存托凭证。</blockquote></p><p> <b>Molecular Partners:</b>Clinical stage biotechnology company <b>Molecular Partners</b>(NASDAQ:MOLN) isfocusedon using its pioneering DARPin product in categories including infectious diseases, oncology and ophthalmology. The company partnered with <b>Novartis</b>(NYSE:NVS) in 2020,<b>Amgen Inc</b>(NASDAQ:AMGN) in 2018 and <b>AbbVie Inc</b>(NYSE:ABBV) in 2011. Novartis owns 6% of the company. Molecular Partners plans to sell 3 million ADS.</p><p><blockquote><b>分子伙伴:</b>临床阶段生物技术公司<b>分子伙伴</b>(纳斯达克股票代码:MOLN)isfocusedon 在传染病、肿瘤学和眼科等类别中使用其开创性的 DARPin 产品。该公司与<b>诺华</b>(纽约证券交易所代码:NVS)2020年,<b>安进公司</b>(纳斯达克股票代码:AMGN)2018 年和<b>艾伯维公司</b>(纽约证券交易所代码:ABBV)2011 年。诺华拥有该公司6%的股份。Molecular Partners 计划出售 300 万个广告。</blockquote></p><p> <b>WalkMe:</b>With a mission to change the way humans interact with technology,<b>WalkMe</b>(NASDAQ:WKME)offerssolutions for organizations. The company has many well-known companies as customers including Nestle and Veolia, two large European companies listed as case studies in the filing.</p><p><blockquote><b>WalkMe:</b>以改变人类与技术互动的方式为使命,<b>随身行走</b>(纳斯达克股票代码:WKME)为组织提供解决方案。该公司拥有许多知名公司作为客户,包括雀巢和威立雅,这两家欧洲大公司在文件中被列为案例研究。</blockquote></p><p> WalkMe had revenue of $148 million in 2020 and revenue of $42.7 million in the first quarter of 2021. The company’s revenue was up 34% year-over-year in the last twelve months. The company has 368 customers that represent $100,000 or more in annual revenue and 22 customers that represent $1 million or more in annual revenue. WalkMe plans on selling 9.25 million shares at a price point of $29 to $32.</p><p><blockquote>WalkMe 2020年的收入为1.48亿美元,2021年第一季度的收入为4270万美元。在过去的 12 个月里,该公司的收入同比增长了 34%。该公司有368家年收入在10万美元或以上的客户,22家年收入在100万美元或以上的客户。WalkMe 计划以 29 至 32 美元的价格出售 925 万股股票。</blockquote></p><p> <b>Convey Holding:</b>Health care company <b>Convey Holding</b>(NYSE:CNVY)partnerswith eight of the 10 largest Medicare Advantage companies in the U.S. The company had 2.5 million Medicare Advantage and 1.6 million Prescription Drug Plan members in 2020. Revenue in 2020 for the company was $282.9 million. First-quarter 2021 revenue was $82.6 million for the company. Convey Holding plans to sell 13.3 million shares at a price point of $14 to $16.</p><p><blockquote><b>传送保持:</b>医疗保健公司<b>输送保持</b>(纽约证券交易所股票代码:CNVY)与美国 10 家最大的医疗保险优势公司中的 8 家合作。2020年,该公司拥有250万Medicare Advantage和160万处方药计划会员。该公司2020年收入为2.829亿美元。该公司 2021 年第一季度收入为 8260 万美元。Convey Holding 计划以 14 至 16 美元的价格出售 1,330 万股股票。</blockquote></p><p> <b>Angel Oak Mortgage:</b>Real estate finance company <b>Angel Oak Mortgage</b>(NYSE: AOMR) acquiresand invests in first lien non-QM Loans and other mortgage assets in the U.S. The company had assets of $534.9 million at the end of the first quarter of 2021. The company has elected to be taxed as a REIT. Angel Oak Mortgage is seeking to sell 8.1 million shares at a price point of $20 to $21.</p><p><blockquote><b>天使橡树抵押贷款:</b>房地产金融公司<b>天使橡树抵押贷款</b>(纽约证券交易所代码:AOMR)在美国收购并投资第一留置权非质量管理贷款和其他抵押资产。截至2021年第一季度末,该公司的资产为5.349亿美元。该公司选择作为房地产投资信托基金征税。Angel Oak Mortgage 寻求以 20 至 21 美元的价格出售 810 万股股票。</blockquote></p><p> <b>Lyell Immunopharma:</b>Seeking to disrupt the T-cell reprogramming market,<b>Lyell ImmunoPharma</b>(NASDAQ:LYEL)intendsto have four INDs submitted by the end of 2022. The company partnered with<b>GlaxoSmithKline</b>(NYSE:GSK) in 2019 in a deal good for up to $400 million in additional milestones after a $45-million upfront payment.</p><p><blockquote><b>莱尔免疫制药公司:</b>寻求颠覆T细胞重编程市场,<b>莱尔免疫制药公司</b>(纳斯达克股票代码:LYEL)打算在 2022 年底前提交四份 IND。该公司与<b>葛兰素史克</b>(纽约证券交易所股票代码:葛兰素史克)将于 2019 年达成一项交易,在预付 4500 万美元后,该交易将带来高达 4 亿美元的额外里程碑。</blockquote></p><p> GlaxoSmithKline owns 14% of Lyell and <b>Bristol-MyersSquibb</b>(NYSE:BMY) owned Celgene owns 5% of the company. Lyell is planning to sell 25 million shares at a price point of $16 to $18.</p><p><blockquote>葛兰素史克拥有莱尔和<b>百时美施贵宝</b>(纽约证券交易所代码:BMY)拥有新基拥有该公司 5% 的股份。莱尔计划以16至18美元的价格出售2500万股股票。</blockquote></p><p> <b>Verve Therapeutics:</b>Genetic medicine company<b>Verve Therapeutics</b>(NASDAQ: VERV) isfocusedon cardiovascular disease. The company plans to sell 11.8 million shares at a price point of $16 to $18.</p><p><blockquote><b>神韵疗法:</b>基因医药公司<b>神韵疗法</b>(纳斯达克:VERV)专注于心血管疾病。该公司计划以16至18美元的价格出售1180万股股票。</blockquote></p><p> <b>Atai Life Sciences:</b>Backedby <b>Palantir Technologies</b>(NYSE:PLTR) and <b>Paypal Holdings</b>(NASDAQ:PYPL) founder Peter Thiel,<b>Atai Life Sciences</b>(NASDAQ:ATAI) could be one of the high profile IPOs of the week.</p><p><blockquote><b>阿泰生命科学:</b>支持<b>帕兰蒂尔技术公司</b>(纽约证券交易所代码:PLTR)和<b>Paypal控股</b>(纳斯达克股票代码:PYPL)创始人彼得·泰尔,<b>阿泰生命科学</b>(纳斯达克股票代码:ATAI)可能是本周备受瞩目的 IPO 之一。</blockquote></p><p> The company isdevelopingtreatment options for mental health disorders. The company has 10 programs in its pipeline and six enabling technologies. The company is planning on selling 14.3 million shares at a price point of $13 to $15.</p><p><blockquote>该公司正在开发精神健康障碍的治疗方案。该公司有10个项目正在筹备中,有6项使能技术。该公司计划以 13 至 15 美元的价格出售 1,430 万股股票。</blockquote></p><p> <b>AiHui Shou International:</b>Pre-owned consumer electronics reseller <b>AiHuiShou International</b>(NYSE: RERE)seeksto give a second life to all idle goods.</p><p><blockquote><b>爱惠寿国际:</b>二手消费电子产品经销商<b>爱回收国际</b>(纽约证券交易所代码:RERE)寻求让所有闲置商品重获新生。</blockquote></p><p> The company’s three business lines — AHS Recycle, PJUT Marketplace and PaiPai Marketplace — help the company as the market leader in China with a market share of 6.6%. The company had revenue of $741.5 million in 2020 and $231.1 million in the first quarter of 2021, up 119% year-over-year.<b>JD.com</b>(NASDAQ:JD) will own 32.3% of the company after the IPO. The company plans on selling 16.2 million ADSs at a price point of $13 to $15.</p><p><blockquote>公司的三条业务线--AHS Recycle、PJUT Marketplace 和 PaiPai Marketplace--帮助公司以 6.6% 的市场份额成为中国市场领导者。该公司2020年收入为7.415亿美元,2021年第一季度收入为2.311亿美元,同比增长119%。<b>京东</b>(纳斯达克股票代码:JD)将在IPO后拥有该公司32.3%的股份。该公司计划以 13 至 15 美元的价格出售 1620 万股美国存托凭证。</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>IPO Preview: WalkMe, Atai Life Sciences Highlight Week Of Many Offerings<blockquote>IPO 预览:WalkMe、Atai Life Sciences 亮点本周众多产品</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\">\nIPO Preview: WalkMe, Atai Life Sciences Highlight Week Of Many Offerings<blockquote>IPO 预览:WalkMe、Atai Life Sciences 亮点本周众多产品</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\">2021-06-15 10:51</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>This week’s IPO lineup could feature a double digit number of companies hitting the public. Here is a look at some of the largest and most high profile companies going public this week.</p><p><blockquote>本周的 IPO 阵容中可能会有两位数的公司上市。以下是本周上市的一些最大、最引人注目的公司。</blockquote></p><p> <b>AMTD Digital:</b>Asian digital solutions platform <b>AMTD Digital</b>(NYSE:HKD) offers risk solutions and digital insurance technology for partners. The company had revenue of $21.6 million in fiscal 2020 and $18.8 million through the first nine months of the current fiscal year. The company plans to sell 16 million ADSs at a price point of $6.80 to $8.20.</p><p><blockquote><b>尚乘数码:</b>亚洲数字解决方案平台<b>尚乘数码</b>(纽约证券交易所代码:HKD)为合作伙伴提供风险解决方案和数字保险技术。该公司2020财年的收入为2160万美元,本财年前9个月的收入为1880万美元。该公司计划以6.80美元至8.20美元的价格出售1600万股美国存托凭证。</blockquote></p><p> <b>Molecular Partners:</b>Clinical stage biotechnology company <b>Molecular Partners</b>(NASDAQ:MOLN) isfocusedon using its pioneering DARPin product in categories including infectious diseases, oncology and ophthalmology. The company partnered with <b>Novartis</b>(NYSE:NVS) in 2020,<b>Amgen Inc</b>(NASDAQ:AMGN) in 2018 and <b>AbbVie Inc</b>(NYSE:ABBV) in 2011. Novartis owns 6% of the company. Molecular Partners plans to sell 3 million ADS.</p><p><blockquote><b>分子伙伴:</b>临床阶段生物技术公司<b>分子伙伴</b>(纳斯达克股票代码:MOLN)isfocusedon 在传染病、肿瘤学和眼科等类别中使用其开创性的 DARPin 产品。该公司与<b>诺华</b>(纽约证券交易所代码:NVS)2020年,<b>安进公司</b>(纳斯达克股票代码:AMGN)2018 年和<b>艾伯维公司</b>(纽约证券交易所代码:ABBV)2011 年。诺华拥有该公司6%的股份。Molecular Partners 计划出售 300 万个广告。</blockquote></p><p> <b>WalkMe:</b>With a mission to change the way humans interact with technology,<b>WalkMe</b>(NASDAQ:WKME)offerssolutions for organizations. The company has many well-known companies as customers including Nestle and Veolia, two large European companies listed as case studies in the filing.</p><p><blockquote><b>WalkMe:</b>以改变人类与技术互动的方式为使命,<b>随身行走</b>(纳斯达克股票代码:WKME)为组织提供解决方案。该公司拥有许多知名公司作为客户,包括雀巢和威立雅,这两家欧洲大公司在文件中被列为案例研究。</blockquote></p><p> WalkMe had revenue of $148 million in 2020 and revenue of $42.7 million in the first quarter of 2021. The company’s revenue was up 34% year-over-year in the last twelve months. The company has 368 customers that represent $100,000 or more in annual revenue and 22 customers that represent $1 million or more in annual revenue. WalkMe plans on selling 9.25 million shares at a price point of $29 to $32.</p><p><blockquote>WalkMe 2020年的收入为1.48亿美元,2021年第一季度的收入为4270万美元。在过去的 12 个月里,该公司的收入同比增长了 34%。该公司有368家年收入在10万美元或以上的客户,22家年收入在100万美元或以上的客户。WalkMe 计划以 29 至 32 美元的价格出售 925 万股股票。</blockquote></p><p> <b>Convey Holding:</b>Health care company <b>Convey Holding</b>(NYSE:CNVY)partnerswith eight of the 10 largest Medicare Advantage companies in the U.S. The company had 2.5 million Medicare Advantage and 1.6 million Prescription Drug Plan members in 2020. Revenue in 2020 for the company was $282.9 million. First-quarter 2021 revenue was $82.6 million for the company. Convey Holding plans to sell 13.3 million shares at a price point of $14 to $16.</p><p><blockquote><b>传送保持:</b>医疗保健公司<b>输送保持</b>(纽约证券交易所股票代码:CNVY)与美国 10 家最大的医疗保险优势公司中的 8 家合作。2020年,该公司拥有250万Medicare Advantage和160万处方药计划会员。该公司2020年收入为2.829亿美元。该公司 2021 年第一季度收入为 8260 万美元。Convey Holding 计划以 14 至 16 美元的价格出售 1,330 万股股票。</blockquote></p><p> <b>Angel Oak Mortgage:</b>Real estate finance company <b>Angel Oak Mortgage</b>(NYSE: AOMR) acquiresand invests in first lien non-QM Loans and other mortgage assets in the U.S. The company had assets of $534.9 million at the end of the first quarter of 2021. The company has elected to be taxed as a REIT. Angel Oak Mortgage is seeking to sell 8.1 million shares at a price point of $20 to $21.</p><p><blockquote><b>天使橡树抵押贷款:</b>房地产金融公司<b>天使橡树抵押贷款</b>(纽约证券交易所代码:AOMR)在美国收购并投资第一留置权非质量管理贷款和其他抵押资产。截至2021年第一季度末,该公司的资产为5.349亿美元。该公司选择作为房地产投资信托基金征税。Angel Oak Mortgage 寻求以 20 至 21 美元的价格出售 810 万股股票。</blockquote></p><p> <b>Lyell Immunopharma:</b>Seeking to disrupt the T-cell reprogramming market,<b>Lyell ImmunoPharma</b>(NASDAQ:LYEL)intendsto have four INDs submitted by the end of 2022. The company partnered with<b>GlaxoSmithKline</b>(NYSE:GSK) in 2019 in a deal good for up to $400 million in additional milestones after a $45-million upfront payment.</p><p><blockquote><b>莱尔免疫制药公司:</b>寻求颠覆T细胞重编程市场,<b>莱尔免疫制药公司</b>(纳斯达克股票代码:LYEL)打算在 2022 年底前提交四份 IND。该公司与<b>葛兰素史克</b>(纽约证券交易所股票代码:葛兰素史克)将于 2019 年达成一项交易,在预付 4500 万美元后,该交易将带来高达 4 亿美元的额外里程碑。</blockquote></p><p> GlaxoSmithKline owns 14% of Lyell and <b>Bristol-MyersSquibb</b>(NYSE:BMY) owned Celgene owns 5% of the company. Lyell is planning to sell 25 million shares at a price point of $16 to $18.</p><p><blockquote>葛兰素史克拥有莱尔和<b>百时美施贵宝</b>(纽约证券交易所代码:BMY)拥有新基拥有该公司 5% 的股份。莱尔计划以16至18美元的价格出售2500万股股票。</blockquote></p><p> <b>Verve Therapeutics:</b>Genetic medicine company<b>Verve Therapeutics</b>(NASDAQ: VERV) isfocusedon cardiovascular disease. The company plans to sell 11.8 million shares at a price point of $16 to $18.</p><p><blockquote><b>神韵疗法:</b>基因医药公司<b>神韵疗法</b>(纳斯达克:VERV)专注于心血管疾病。该公司计划以16至18美元的价格出售1180万股股票。</blockquote></p><p> <b>Atai Life Sciences:</b>Backedby <b>Palantir Technologies</b>(NYSE:PLTR) and <b>Paypal Holdings</b>(NASDAQ:PYPL) founder Peter Thiel,<b>Atai Life Sciences</b>(NASDAQ:ATAI) could be one of the high profile IPOs of the week.</p><p><blockquote><b>阿泰生命科学:</b>支持<b>帕兰蒂尔技术公司</b>(纽约证券交易所代码:PLTR)和<b>Paypal控股</b>(纳斯达克股票代码:PYPL)创始人彼得·泰尔,<b>阿泰生命科学</b>(纳斯达克股票代码:ATAI)可能是本周备受瞩目的 IPO 之一。</blockquote></p><p> The company isdevelopingtreatment options for mental health disorders. The company has 10 programs in its pipeline and six enabling technologies. The company is planning on selling 14.3 million shares at a price point of $13 to $15.</p><p><blockquote>该公司正在开发精神健康障碍的治疗方案。该公司有10个项目正在筹备中,有6项使能技术。该公司计划以 13 至 15 美元的价格出售 1,430 万股股票。</blockquote></p><p> <b>AiHui Shou International:</b>Pre-owned consumer electronics reseller <b>AiHuiShou International</b>(NYSE: RERE)seeksto give a second life to all idle goods.</p><p><blockquote><b>爱惠寿国际:</b>二手消费电子产品经销商<b>爱回收国际</b>(纽约证券交易所代码:RERE)寻求让所有闲置商品重获新生。</blockquote></p><p> The company’s three business lines — AHS Recycle, PJUT Marketplace and PaiPai Marketplace — help the company as the market leader in China with a market share of 6.6%. The company had revenue of $741.5 million in 2020 and $231.1 million in the first quarter of 2021, up 119% year-over-year.<b>JD.com</b>(NASDAQ:JD) will own 32.3% of the company after the IPO. The company plans on selling 16.2 million ADSs at a price point of $13 to $15.</p><p><blockquote>公司的三条业务线--AHS Recycle、PJUT Marketplace 和 PaiPai Marketplace--帮助公司以 6.6% 的市场份额成为中国市场领导者。该公司2020年收入为7.415亿美元,2021年第一季度收入为2.311亿美元,同比增长119%。<b>京东</b>(纳斯达克股票代码:JD)将在IPO后拥有该公司32.3%的股份。该公司计划以 13 至 15 美元的价格出售 1620 万股美国存托凭证。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MOLN":"Molecular Partners AG","NVS":"诺华","HKD":"尚乘数科","RERE":"爱回收","ATAI":"Atai Beckley Inc","LYEL":"Lyell Immunopharma, Inc.","AOMR":"ANGEL OAK MORTGAGE REIT INC","WKME":"WalkMe Ltd."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175897310","content_text":"This week’s IPO lineup could feature a double digit number of companies hitting the public. Here is a look at some of the largest and most high profile companies going public this week.\nAMTD Digital:Asian digital solutions platform AMTD Digital(NYSE:HKD) offers risk solutions and digital insurance technology for partners. The company had revenue of $21.6 million in fiscal 2020 and $18.8 million through the first nine months of the current fiscal year. The company plans to sell 16 million ADSs at a price point of $6.80 to $8.20.\nMolecular Partners:Clinical stage biotechnology company Molecular Partners(NASDAQ:MOLN) isfocusedon using its pioneering DARPin product in categories including infectious diseases, oncology and ophthalmology. The company partnered with Novartis(NYSE:NVS) in 2020,Amgen Inc(NASDAQ:AMGN) in 2018 and AbbVie Inc(NYSE:ABBV) in 2011. Novartis owns 6% of the company. Molecular Partners plans to sell 3 million ADS.\nWalkMe:With a mission to change the way humans interact with technology,WalkMe(NASDAQ:WKME)offerssolutions for organizations. The company has many well-known companies as customers including Nestle and Veolia, two large European companies listed as case studies in the filing.\nWalkMe had revenue of $148 million in 2020 and revenue of $42.7 million in the first quarter of 2021. The company’s revenue was up 34% year-over-year in the last twelve months. The company has 368 customers that represent $100,000 or more in annual revenue and 22 customers that represent $1 million or more in annual revenue. WalkMe plans on selling 9.25 million shares at a price point of $29 to $32.\nConvey Holding:Health care company Convey Holding(NYSE:CNVY)partnerswith eight of the 10 largest Medicare Advantage companies in the U.S. The company had 2.5 million Medicare Advantage and 1.6 million Prescription Drug Plan members in 2020. Revenue in 2020 for the company was $282.9 million. First-quarter 2021 revenue was $82.6 million for the company. Convey Holding plans to sell 13.3 million shares at a price point of $14 to $16.\nAngel Oak Mortgage:Real estate finance company Angel Oak Mortgage(NYSE: AOMR) acquiresand invests in first lien non-QM Loans and other mortgage assets in the U.S. The company had assets of $534.9 million at the end of the first quarter of 2021. The company has elected to be taxed as a REIT. Angel Oak Mortgage is seeking to sell 8.1 million shares at a price point of $20 to $21.\nLyell Immunopharma:Seeking to disrupt the T-cell reprogramming market,Lyell ImmunoPharma(NASDAQ:LYEL)intendsto have four INDs submitted by the end of 2022. The company partnered withGlaxoSmithKline(NYSE:GSK) in 2019 in a deal good for up to $400 million in additional milestones after a $45-million upfront payment.\nGlaxoSmithKline owns 14% of Lyell and Bristol-MyersSquibb(NYSE:BMY) owned Celgene owns 5% of the company. Lyell is planning to sell 25 million shares at a price point of $16 to $18.\nVerve Therapeutics:Genetic medicine companyVerve Therapeutics(NASDAQ: VERV) isfocusedon cardiovascular disease. The company plans to sell 11.8 million shares at a price point of $16 to $18.\nAtai Life Sciences:Backedby Palantir Technologies(NYSE:PLTR) and Paypal Holdings(NASDAQ:PYPL) founder Peter Thiel,Atai Life Sciences(NASDAQ:ATAI) could be one of the high profile IPOs of the week.\nThe company isdevelopingtreatment options for mental health disorders. The company has 10 programs in its pipeline and six enabling technologies. The company is planning on selling 14.3 million shares at a price point of $13 to $15.\nAiHui Shou International:Pre-owned consumer electronics reseller AiHuiShou International(NYSE: RERE)seeksto give a second life to all idle goods.\nThe company’s three business lines — AHS Recycle, PJUT Marketplace and PaiPai Marketplace — help the company as the market leader in China with a market share of 6.6%. The company had revenue of $741.5 million in 2020 and $231.1 million in the first quarter of 2021, up 119% year-over-year.JD.com(NASDAQ:JD) will own 32.3% of the company after the IPO. The company plans on selling 16.2 million ADSs at a price point of $13 to $15.","news_type":1,"symbols_score_info":{"LYEL":0.9,"RERE":0.9,"CNVY":0.9,"HKD":0.9,"MOLN":0.9,"ATAI":0.9,"NVS":0.9,"WKME":0.9,"AOMR":0.9}},"isVote":1,"tweetType":1,"viewCount":540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125098309,"gmtCreate":1624635724001,"gmtModify":1633950213532,"author":{"id":"3585722115143639","authorId":"3585722115143639","name":"Lemb77","avatar":"https://static.tigerbbs.com/7f5d8963029154b3c0fbba5bcc6c8c2a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585722115143639","authorIdStr":"3585722115143639"},"themes":[],"title":"","htmlText":"Pls like and comment. Thks","listText":"Pls like and comment. Thks","text":"Pls like and comment. Thks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/125098309","repostId":"2146023165","repostType":4,"isVote":1,"tweetType":1,"viewCount":436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167233776,"gmtCreate":1624269317595,"gmtModify":1634008645250,"author":{"id":"3585722115143639","authorId":"3585722115143639","name":"Lemb77","avatar":"https://static.tigerbbs.com/7f5d8963029154b3c0fbba5bcc6c8c2a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585722115143639","authorIdStr":"3585722115143639"},"themes":[],"title":"","htmlText":"Pls like and comment. Thks ","listText":"Pls like and comment. Thks ","text":"Pls like and comment. Thks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/167233776","repostId":"1154249454","repostType":4,"isVote":1,"tweetType":1,"viewCount":735,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806785411,"gmtCreate":1627694522533,"gmtModify":1633757086273,"author":{"id":"3585722115143639","authorId":"3585722115143639","name":"Lemb77","avatar":"https://static.tigerbbs.com/7f5d8963029154b3c0fbba5bcc6c8c2a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585722115143639","authorIdStr":"3585722115143639"},"themes":[],"title":"","htmlText":"Pls like and comment","listText":"Pls like and comment","text":"Pls like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/806785411","repostId":"2155001152","repostType":4,"isVote":1,"tweetType":1,"viewCount":992,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150294551,"gmtCreate":1624902233773,"gmtModify":1633947225237,"author":{"id":"3585722115143639","authorId":"3585722115143639","name":"Lemb77","avatar":"https://static.tigerbbs.com/7f5d8963029154b3c0fbba5bcc6c8c2a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585722115143639","authorIdStr":"3585722115143639"},"themes":[],"title":"","htmlText":"Pls like and comment. Thks ","listText":"Pls like and comment. Thks ","text":"Pls like and comment. Thks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/150294551","repostId":"2146002845","repostType":4,"isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897298311,"gmtCreate":1628919697533,"gmtModify":1633688475765,"author":{"id":"3585722115143639","authorId":"3585722115143639","name":"Lemb77","avatar":"https://static.tigerbbs.com/7f5d8963029154b3c0fbba5bcc6c8c2a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585722115143639","authorIdStr":"3585722115143639"},"themes":[],"title":"","htmlText":"Pls like and comment","listText":"Pls like and comment","text":"Pls like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/897298311","repostId":"2159521376","repostType":4,"repost":{"id":"2159521376","kind":"highlight","pubTimestamp":1628906786,"share":"https://www.laohunote.com/m/news/2159521376?lang=zh_CN&edition=full","pubTime":"2021-08-14 10:06","market":"us","language":"en","title":"Chasing Tesla: Here are the current electric vehicle plans of every major car maker<blockquote>追逐特斯拉:以下是各大汽车制造商当前的电动汽车计划</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2159521376","media":"MarketWatch","summary":"At President Joe Biden's urging, the auto industry pledged to boost production of electric vehicles ","content":"<p>At President Joe Biden's urging, the auto industry pledged to boost production of electric vehicles to the point that they account for about half of total U.S. sales by 2030, a plan that raises hopes that EVs can shift from niche to normal.</p><p><blockquote>在乔·拜登总统的敦促下,汽车行业承诺到 2030 年将电动汽车产量提高到占美国总销量的一半左右,这一计划让人们对电动汽车能够从小众市场转向普通市场产生了希望。</blockquote></p><p> EVs accounted for 2.4% of U.S. cars sold in 2020, up from 0.7% five years ago, according to BloombergNEF. The research provider expects that share to increase to 11% in 2025; by 2030, it expects that slightly over a third of vehicles sold in the U.S. will be electric.</p><p><blockquote>根据彭博新能源财经的数据,2020 年电动汽车占美国汽车销量的 2.4%,高于五年前的 0.7%。该研究提供商预计,到 2025 年,这一份额将增至 11%;预计到 2030 年,美国销售的汽车中略多于三分之一将是电动汽车。</blockquote></p><p> Several auto makers had already announced bigger EV ambitions even before the White House call.</p><p><blockquote>甚至在白宫看涨期权之前,几家汽车制造商就已经宣布了更大的电动汽车雄心。</blockquote></p><p> Here are each major car maker's stated plans for EVs, including, when available, investment amounts and the range of models they hope to bring to market.</p><p><blockquote>以下是每家主要汽车制造商对电动汽车的既定计划,包括(如果有的话)投资额和他们希望推向市场的车型范围。</blockquote></p><p> This information was collated from company sites, previous reports, and BloombergNEF projections, and will be updated regularly.</p><p><blockquote>这些信息是从公司网站、以前的报告和彭博新能源财经的预测中整理的,并将定期更新。</blockquote></p><p> <b>Audi</b></p><p><blockquote><b>奥迪</b></blockquote></p><p> Audi, a brand known for its luxury cars and owned by Germany's Volkswagen AG , has promised to have battery-electric vehicles comprise 35% of its sales by 2025. By that time, Audi buyers will choose from about 20 EV models.</p><p><blockquote>德国大众汽车公司旗下以豪华汽车品牌闻名的奥迪承诺,到 2025 年,纯电动汽车将占其销量的 35%。届时,奥迪买家将从大约 20 款电动汽车车型中进行选择。</blockquote></p><p> <b>BMW</b></p><p><blockquote><b>宝马</b></blockquote></p><p> BMW AG , a luxury-car maker from Germany, was among the first EV innovators. It launched its i3 compact EV eight years ago, then as $one of the few serious competitors to Tesla Inc.'s vehicles.</p><p><blockquote>德国豪华汽车制造商宝马股份公司是首批电动汽车创新者之一。该公司八年前推出了 i3 紧凑型电动汽车,当时是特斯拉汽车为数不多的有力竞争对手之一。</blockquote></p><p> BMW's EV pipeline has slowed, but the auto maker has promised that 25% of its European sales will be all-electric and hybrid vehicles this year, and that all sales of its Mini brand will be battery electric by 2030. It expects to launch more than 10 battery EVs models in the next couple of years.</p><p><blockquote>宝马的电动汽车产品线已经放缓,但这家汽车制造商承诺,今年其欧洲销量的 25% 将是全电动和混合动力汽车,到 2030 年,其 Mini 品牌的所有销量都将是纯电动的。预计未来几年将推出 10 多款电池电动汽车车型。</blockquote></p><p> <b>Daimler/Mercedes-Benz</b></p><p><blockquote><b>戴姆勒/梅赛德斯-奔驰</b></blockquote></p><p> Mercedes-Benz, owned by Daimler AG , expects that between 15% and 25% of its sales will be comprised of EV sales by 2025; by 2030, that percentage is expected to grow to 50%. Mercedes-Benz is slated to end 2021 offering three new electric passenger car models and more to come in 2022.</p><p><blockquote>戴姆勒股份公司旗下的梅赛德斯-奔驰预计,到 2025 年,电动汽车销量将占其销量的 15% 至 25%;到2030年,这一比例预计将增长到50%。梅赛德斯-奔驰计划在 2021 年底推出三款新型电动乘用车车型,并在 2022 年推出更多车型。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec4b2abd59e5b19c9eec0034342af25e\" tg-width=\"700\" tg-height=\"413\" width=\"100%\" height=\"auto\"><span>SOURCE: MERCEDES</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源:梅赛德斯</span></p></blockquote></p><p> <b>Ford</b></p><p><blockquote><b>福特</b></blockquote></p><p> Ford Motor Co. <a href=\"https://laohu8.com/S/F\">$(F)$</a> has said that 40% of its global sales by 2030 will be sales of EVs . Ford is aiming to have dozens of electrified models by 2022, the year that will also mark the debut of its much-awaited all-electric F-150 Lightning pickup truck.</p><p><blockquote>福特汽车公司。<a href=\"https://laohu8.com/S/F\">$(F) $</a>该公司表示,到 2030 年,其全球销量的 40% 将是电动汽车销售。福特的目标是到 2022 年推出数十款电动车型,这一年也将标志着其期待已久的全电动 F-150 Lightning 皮卡的首次亮相。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3a44fec36dac046911679a2ba769cb2b\" tg-width=\"700\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>The Ford F-150 Lightning o JEFF KOWALSKY/AGENCE FRANCE-PRESSE/GETTY IMAGES</span></p><p><blockquote><p class=\"t-img-caption\"><span>杰夫·科瓦尔斯基的福特 F-150 Lightning/法新社/盖蒂图片社</span></p></blockquote></p><p> Ford has called the Lightning the \"pillar\" of its more than $22 billion bet on EVs, which includes EV models for other best-selling vehicles such as the Mustang and its Transit van.</p><p><blockquote>福特称 Lightning 是其超过 220 亿美元电动汽车押注的“支柱”,其中包括野马及其 Transit van 等其他畅销车辆的电动汽车车型。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87df52ddef1af1d1342d685897e83652\" tg-width=\"700\" tg-height=\"392\" width=\"100%\" height=\"auto\"><span>SOURCE: FORD</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:福特</span></p></blockquote></p><p> <b>GM</b></p><p><blockquote><b>通用汽车</b></blockquote></p><p> General Motors Co. <a href=\"https://laohu8.com/S/GM\">$(GM)$</a> surprised Wall Street in January by saying it aims to phase out all of its internal combustion engine vehicles by 2035 and only sell zero-emission vehicles by then. The auto maker also promises to be carbon-neutral by 2040.</p><p><blockquote>通用汽车公司。<a href=\"https://laohu8.com/S/GM\">$(通用汽车)$</a>一月份,该公司表示计划到 2035 年逐步淘汰所有内燃机汽车,届时只销售零排放汽车,这让华尔街感到惊讶。该汽车制造商还承诺到 2040 年实现碳中和。</blockquote></p><p> GM has said that it will offer 30 all-electric models globally by mid-decade, and that 40% percent of the company's U.S. models will be battery electric vehicles by the end of 2025. Its Hummer electric is expected for next year, with production starting this fall.</p><p><blockquote>通用汽车表示,到本世纪中期,它将在全球提供 30 款全电动汽车,到 2025 年底,该公司 40% 的美国车型将是纯电动汽车。其悍马电动车预计将于明年上市,并于今年秋季开始生产。</blockquote></p><p> <b>Honda</b></p><p><blockquote><b>本田</b></blockquote></p><p> The Japanese maker (7267.TO), which owns the namesake Honda brand and also the luxury-car brand Acura, is projected to derive 40% of its sales from EVs and fuel-cell electric cars by 2030. In April 2020, Honda and GM announced a partnership to develop Honda electric cars using GM's Ultium batteries.</p><p><blockquote>这家日本制造商(7267.TO)拥有同名本田品牌和豪华汽车品牌讴歌,预计到2030年,其40%的销售额将来自电动汽车和燃料电池电动汽车。2020年4月,本田和通用汽车宣布合作,使用通用汽车的Ultium电池开发本田电动汽车。</blockquote></p><p> <b>Hyundai</b></p><p><blockquote><b>现代</b></blockquote></p><p> The Korean car maker , which also owns Kia, is aiming to have 40% of its Kia and Hyundai brands sales to be of EVs and fuel-cell electric vehicles by 2025. Its Hyundai brand plans on more than 30 electric passenger vehicles by then.</p><p><blockquote>这家韩国汽车制造商还拥有起亚汽车,其目标是到 2025 年,电动汽车和燃料电池电动汽车占其起亚和现代品牌销量的 40%。其现代品牌计划届时生产 30 多款电动乘用车。</blockquote></p><p> <b>Mazda</b></p><p><blockquote><b>马自达</b></blockquote></p><p> Mazda plans to offer 5% of its vehicles as battery electric by 2030, but EV sales targets as a percentage of total sales are unknown at the moment. Mazda does not offer EVs in the U.S., but sells a few EV and hybrid models elsewhere.</p><p><blockquote>马自达计划到 2030 年提供 5% 的纯电动汽车,但电动汽车销售目标占总销量的百分比目前尚不清楚。马自达不在美国提供电动汽车,但在其他地方销售一些电动汽车和混合动力车型。</blockquote></p><p> <b>Nissan</b></p><p><blockquote><b>日产</b></blockquote></p><p> Nissan Motor Co. Ltd. was among the first auto makers to offer an all-electric vehicle, and its the Nissan Leaf for years was one of the few options available for those without the deep pockets needed for a Tesla Inc. <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> Model S.</p><p><blockquote>日产汽车有限公司是最早提供全电动汽车的汽车制造商之一,多年来,其日产聆风一直是那些没有特斯拉公司所需雄厚财力的人的少数选择之一。<a href=\"https://laohu8.com/S/TSLA\">$(特斯拉)$</a>模型S。</blockquote></p><p></p><p> Nissan plans to offer 20 EV models in China by next year, and for the U.S. the company recently said it plans that more than 40% of its U.S. vehicle sales by 2030 will be fully electric.</p><p><blockquote>日产计划到明年在中国提供 20 款电动汽车车型,该公司最近表示,计划到 2030 年,其美国汽车销量的 40% 以上将是纯电动汽车。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5cbdfabce43725b3d966cf5db5b820f6\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>The Nissan Leaf NISSAN</span></p><p><blockquote><p class=\"t-img-caption\"><span>日产聆风 日产</span></p></blockquote></p><p> <b>Porsche</b></p><p><blockquote><b>保时捷</b></blockquote></p><p> The car maker and almost synonym of sports cars is aiming to have half of its sales be of EV vehicles by 2025.</p><p><blockquote>这家汽车制造商几乎是跑车的代名词,其目标是到 2025 年,电动汽车的销量占其销量的一半。</blockquote></p><p> <b>Stellantis</b></p><p><blockquote><b>斯特兰蒂斯</b></blockquote></p><p> <a href=\"https://laohu8.com/S/STLA\">Stellantis NV</a> (STLA.MI), the global auto maker formed earlier this year through the merger of Fiat Chrysler Automobiles NV and France's PSA Group, said in July it was investing $35 billion in EVs and adjacent technologies through 2025.</p><p><blockquote><a href=\"https://laohu8.com/S/STLA\">斯特兰蒂斯公司</a>(STLA.MI) 是今年早些时候由菲亚特克莱斯勒汽车公司 (Fiat Chrysler Automobiles NV) 和法国标致雪铁龙集团 (PSA Group) 合并而成的全球汽车制造商,该公司 7 月份表示,到 2025 年将在电动汽车及相关技术方面投资 350 亿美元。</blockquote></p><p> By that year, Stellantis is expected to derive 31% of its U.S. sales and 38% of its European sales from EVs, percentages that are seen growing to 35% of U.S. sales and 70% of European sales by 2030.</p><p><blockquote>到那一年,Stellantis 预计其美国销量的 31% 和欧洲销量的 38% 将来自电动汽车,到 2030 年,这一比例预计将增长至美国销量的 35% 和欧洲销量的 70%。</blockquote></p><p> <b>Subaru</b></p><p><blockquote><b>斯巴鲁</b></blockquote></p><p> The Japanese maker is expected to derive 40% of its sales from EVs and hybrid electric vehicles by 2030.</p><p><blockquote>预计到 2030 年,这家日本制造商 40% 的销售额将来自电动汽车和混合动力电动汽车。</blockquote></p><p> <b>Toyota</b></p><p><blockquote><b>丰田</b></blockquote></p><p> Some 70% of sales for the world's No. 1 car maker (7203.TO) are expected to come from EVs and fuel-cell electric vehicles by 2030. Toyota plans to offer 15 battery EV models by 2025. The car maker, of course, broke ground with its hybrid Toyota Prius two decades ago.</p><p><blockquote>预计到 2030 年,这家全球第一大汽车制造商 (7203.TO) 约 70% 的销售额将来自电动汽车和燃料电池电动汽车。丰田计划到 2025 年提供 15 款纯电动汽车车型。当然,这家汽车制造商在二十年前凭借其混合动力丰田普锐斯破土动工。</blockquote></p><p> <b>Volkswagen</b></p><p><blockquote><b>大众汽车</b></blockquote></p><p> The car maker is expected to derive 70% of its European sales from EVs and 50% of its U.S. sales from EVs by 2030. Volkswagen has pledged to spend about $40 billion through 2025 on EVs.</p><p><blockquote>预计到 2030 年,该汽车制造商欧洲销量的 70% 将来自电动汽车,美国销量的 50% 将来自电动汽车。大众汽车承诺到 2025 年在电动汽车上花费约 400 亿美元。</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>Chasing Tesla: Here are the current electric vehicle plans of every major car maker<blockquote>追逐特斯拉:以下是各大汽车制造商当前的电动汽车计划</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\">\nChasing Tesla: Here are the current electric vehicle plans of every major car maker<blockquote>追逐特斯拉:以下是各大汽车制造商当前的电动汽车计划</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-08-14 10:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p>At President Joe Biden's urging, the auto industry pledged to boost production of electric vehicles to the point that they account for about half of total U.S. sales by 2030, a plan that raises hopes that EVs can shift from niche to normal.</p><p><blockquote>在乔·拜登总统的敦促下,汽车行业承诺到 2030 年将电动汽车产量提高到占美国总销量的一半左右,这一计划让人们对电动汽车能够从小众市场转向普通市场产生了希望。</blockquote></p><p> EVs accounted for 2.4% of U.S. cars sold in 2020, up from 0.7% five years ago, according to BloombergNEF. The research provider expects that share to increase to 11% in 2025; by 2030, it expects that slightly over a third of vehicles sold in the U.S. will be electric.</p><p><blockquote>根据彭博新能源财经的数据,2020 年电动汽车占美国汽车销量的 2.4%,高于五年前的 0.7%。该研究提供商预计,到 2025 年,这一份额将增至 11%;预计到 2030 年,美国销售的汽车中略多于三分之一将是电动汽车。</blockquote></p><p> Several auto makers had already announced bigger EV ambitions even before the White House call.</p><p><blockquote>甚至在白宫看涨期权之前,几家汽车制造商就已经宣布了更大的电动汽车雄心。</blockquote></p><p> Here are each major car maker's stated plans for EVs, including, when available, investment amounts and the range of models they hope to bring to market.</p><p><blockquote>以下是每家主要汽车制造商对电动汽车的既定计划,包括(如果有的话)投资额和他们希望推向市场的车型范围。</blockquote></p><p> This information was collated from company sites, previous reports, and BloombergNEF projections, and will be updated regularly.</p><p><blockquote>这些信息是从公司网站、以前的报告和彭博新能源财经的预测中整理的,并将定期更新。</blockquote></p><p> <b>Audi</b></p><p><blockquote><b>奥迪</b></blockquote></p><p> Audi, a brand known for its luxury cars and owned by Germany's Volkswagen AG , has promised to have battery-electric vehicles comprise 35% of its sales by 2025. By that time, Audi buyers will choose from about 20 EV models.</p><p><blockquote>德国大众汽车公司旗下以豪华汽车品牌闻名的奥迪承诺,到 2025 年,纯电动汽车将占其销量的 35%。届时,奥迪买家将从大约 20 款电动汽车车型中进行选择。</blockquote></p><p> <b>BMW</b></p><p><blockquote><b>宝马</b></blockquote></p><p> BMW AG , a luxury-car maker from Germany, was among the first EV innovators. It launched its i3 compact EV eight years ago, then as $one of the few serious competitors to Tesla Inc.'s vehicles.</p><p><blockquote>德国豪华汽车制造商宝马股份公司是首批电动汽车创新者之一。该公司八年前推出了 i3 紧凑型电动汽车,当时是特斯拉汽车为数不多的有力竞争对手之一。</blockquote></p><p> BMW's EV pipeline has slowed, but the auto maker has promised that 25% of its European sales will be all-electric and hybrid vehicles this year, and that all sales of its Mini brand will be battery electric by 2030. It expects to launch more than 10 battery EVs models in the next couple of years.</p><p><blockquote>宝马的电动汽车产品线已经放缓,但这家汽车制造商承诺,今年其欧洲销量的 25% 将是全电动和混合动力汽车,到 2030 年,其 Mini 品牌的所有销量都将是纯电动的。预计未来几年将推出 10 多款电池电动汽车车型。</blockquote></p><p> <b>Daimler/Mercedes-Benz</b></p><p><blockquote><b>戴姆勒/梅赛德斯-奔驰</b></blockquote></p><p> Mercedes-Benz, owned by Daimler AG , expects that between 15% and 25% of its sales will be comprised of EV sales by 2025; by 2030, that percentage is expected to grow to 50%. Mercedes-Benz is slated to end 2021 offering three new electric passenger car models and more to come in 2022.</p><p><blockquote>戴姆勒股份公司旗下的梅赛德斯-奔驰预计,到 2025 年,电动汽车销量将占其销量的 15% 至 25%;到2030年,这一比例预计将增长到50%。梅赛德斯-奔驰计划在 2021 年底推出三款新型电动乘用车车型,并在 2022 年推出更多车型。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec4b2abd59e5b19c9eec0034342af25e\" tg-width=\"700\" tg-height=\"413\" width=\"100%\" height=\"auto\"><span>SOURCE: MERCEDES</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源:梅赛德斯</span></p></blockquote></p><p> <b>Ford</b></p><p><blockquote><b>福特</b></blockquote></p><p> Ford Motor Co. <a href=\"https://laohu8.com/S/F\">$(F)$</a> has said that 40% of its global sales by 2030 will be sales of EVs . Ford is aiming to have dozens of electrified models by 2022, the year that will also mark the debut of its much-awaited all-electric F-150 Lightning pickup truck.</p><p><blockquote>福特汽车公司。<a href=\"https://laohu8.com/S/F\">$(F) $</a>该公司表示,到 2030 年,其全球销量的 40% 将是电动汽车销售。福特的目标是到 2022 年推出数十款电动车型,这一年也将标志着其期待已久的全电动 F-150 Lightning 皮卡的首次亮相。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3a44fec36dac046911679a2ba769cb2b\" tg-width=\"700\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>The Ford F-150 Lightning o JEFF KOWALSKY/AGENCE FRANCE-PRESSE/GETTY IMAGES</span></p><p><blockquote><p class=\"t-img-caption\"><span>杰夫·科瓦尔斯基的福特 F-150 Lightning/法新社/盖蒂图片社</span></p></blockquote></p><p> Ford has called the Lightning the \"pillar\" of its more than $22 billion bet on EVs, which includes EV models for other best-selling vehicles such as the Mustang and its Transit van.</p><p><blockquote>福特称 Lightning 是其超过 220 亿美元电动汽车押注的“支柱”,其中包括野马及其 Transit van 等其他畅销车辆的电动汽车车型。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87df52ddef1af1d1342d685897e83652\" tg-width=\"700\" tg-height=\"392\" width=\"100%\" height=\"auto\"><span>SOURCE: FORD</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:福特</span></p></blockquote></p><p> <b>GM</b></p><p><blockquote><b>通用汽车</b></blockquote></p><p> General Motors Co. <a href=\"https://laohu8.com/S/GM\">$(GM)$</a> surprised Wall Street in January by saying it aims to phase out all of its internal combustion engine vehicles by 2035 and only sell zero-emission vehicles by then. The auto maker also promises to be carbon-neutral by 2040.</p><p><blockquote>通用汽车公司。<a href=\"https://laohu8.com/S/GM\">$(通用汽车)$</a>一月份,该公司表示计划到 2035 年逐步淘汰所有内燃机汽车,届时只销售零排放汽车,这让华尔街感到惊讶。该汽车制造商还承诺到 2040 年实现碳中和。</blockquote></p><p> GM has said that it will offer 30 all-electric models globally by mid-decade, and that 40% percent of the company's U.S. models will be battery electric vehicles by the end of 2025. Its Hummer electric is expected for next year, with production starting this fall.</p><p><blockquote>通用汽车表示,到本世纪中期,它将在全球提供 30 款全电动汽车,到 2025 年底,该公司 40% 的美国车型将是纯电动汽车。其悍马电动车预计将于明年上市,并于今年秋季开始生产。</blockquote></p><p> <b>Honda</b></p><p><blockquote><b>本田</b></blockquote></p><p> The Japanese maker (7267.TO), which owns the namesake Honda brand and also the luxury-car brand Acura, is projected to derive 40% of its sales from EVs and fuel-cell electric cars by 2030. In April 2020, Honda and GM announced a partnership to develop Honda electric cars using GM's Ultium batteries.</p><p><blockquote>这家日本制造商(7267.TO)拥有同名本田品牌和豪华汽车品牌讴歌,预计到2030年,其40%的销售额将来自电动汽车和燃料电池电动汽车。2020年4月,本田和通用汽车宣布合作,使用通用汽车的Ultium电池开发本田电动汽车。</blockquote></p><p> <b>Hyundai</b></p><p><blockquote><b>现代</b></blockquote></p><p> The Korean car maker , which also owns Kia, is aiming to have 40% of its Kia and Hyundai brands sales to be of EVs and fuel-cell electric vehicles by 2025. Its Hyundai brand plans on more than 30 electric passenger vehicles by then.</p><p><blockquote>这家韩国汽车制造商还拥有起亚汽车,其目标是到 2025 年,电动汽车和燃料电池电动汽车占其起亚和现代品牌销量的 40%。其现代品牌计划届时生产 30 多款电动乘用车。</blockquote></p><p> <b>Mazda</b></p><p><blockquote><b>马自达</b></blockquote></p><p> Mazda plans to offer 5% of its vehicles as battery electric by 2030, but EV sales targets as a percentage of total sales are unknown at the moment. Mazda does not offer EVs in the U.S., but sells a few EV and hybrid models elsewhere.</p><p><blockquote>马自达计划到 2030 年提供 5% 的纯电动汽车,但电动汽车销售目标占总销量的百分比目前尚不清楚。马自达不在美国提供电动汽车,但在其他地方销售一些电动汽车和混合动力车型。</blockquote></p><p> <b>Nissan</b></p><p><blockquote><b>日产</b></blockquote></p><p> Nissan Motor Co. Ltd. was among the first auto makers to offer an all-electric vehicle, and its the Nissan Leaf for years was one of the few options available for those without the deep pockets needed for a Tesla Inc. <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> Model S.</p><p><blockquote>日产汽车有限公司是最早提供全电动汽车的汽车制造商之一,多年来,其日产聆风一直是那些没有特斯拉公司所需雄厚财力的人的少数选择之一。<a href=\"https://laohu8.com/S/TSLA\">$(特斯拉)$</a>模型S。</blockquote></p><p></p><p> Nissan plans to offer 20 EV models in China by next year, and for the U.S. the company recently said it plans that more than 40% of its U.S. vehicle sales by 2030 will be fully electric.</p><p><blockquote>日产计划到明年在中国提供 20 款电动汽车车型,该公司最近表示,计划到 2030 年,其美国汽车销量的 40% 以上将是纯电动汽车。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5cbdfabce43725b3d966cf5db5b820f6\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>The Nissan Leaf NISSAN</span></p><p><blockquote><p class=\"t-img-caption\"><span>日产聆风 日产</span></p></blockquote></p><p> <b>Porsche</b></p><p><blockquote><b>保时捷</b></blockquote></p><p> The car maker and almost synonym of sports cars is aiming to have half of its sales be of EV vehicles by 2025.</p><p><blockquote>这家汽车制造商几乎是跑车的代名词,其目标是到 2025 年,电动汽车的销量占其销量的一半。</blockquote></p><p> <b>Stellantis</b></p><p><blockquote><b>斯特兰蒂斯</b></blockquote></p><p> <a href=\"https://laohu8.com/S/STLA\">Stellantis NV</a> (STLA.MI), the global auto maker formed earlier this year through the merger of Fiat Chrysler Automobiles NV and France's PSA Group, said in July it was investing $35 billion in EVs and adjacent technologies through 2025.</p><p><blockquote><a href=\"https://laohu8.com/S/STLA\">斯特兰蒂斯公司</a>(STLA.MI) 是今年早些时候由菲亚特克莱斯勒汽车公司 (Fiat Chrysler Automobiles NV) 和法国标致雪铁龙集团 (PSA Group) 合并而成的全球汽车制造商,该公司 7 月份表示,到 2025 年将在电动汽车及相关技术方面投资 350 亿美元。</blockquote></p><p> By that year, Stellantis is expected to derive 31% of its U.S. sales and 38% of its European sales from EVs, percentages that are seen growing to 35% of U.S. sales and 70% of European sales by 2030.</p><p><blockquote>到那一年,Stellantis 预计其美国销量的 31% 和欧洲销量的 38% 将来自电动汽车,到 2030 年,这一比例预计将增长至美国销量的 35% 和欧洲销量的 70%。</blockquote></p><p> <b>Subaru</b></p><p><blockquote><b>斯巴鲁</b></blockquote></p><p> The Japanese maker is expected to derive 40% of its sales from EVs and hybrid electric vehicles by 2030.</p><p><blockquote>预计到 2030 年,这家日本制造商 40% 的销售额将来自电动汽车和混合动力电动汽车。</blockquote></p><p> <b>Toyota</b></p><p><blockquote><b>丰田</b></blockquote></p><p> Some 70% of sales for the world's No. 1 car maker (7203.TO) are expected to come from EVs and fuel-cell electric vehicles by 2030. Toyota plans to offer 15 battery EV models by 2025. The car maker, of course, broke ground with its hybrid Toyota Prius two decades ago.</p><p><blockquote>预计到 2030 年,这家全球第一大汽车制造商 (7203.TO) 约 70% 的销售额将来自电动汽车和燃料电池电动汽车。丰田计划到 2025 年提供 15 款纯电动汽车车型。当然,这家汽车制造商在二十年前凭借其混合动力丰田普锐斯破土动工。</blockquote></p><p> <b>Volkswagen</b></p><p><blockquote><b>大众汽车</b></blockquote></p><p> The car maker is expected to derive 70% of its European sales from EVs and 50% of its U.S. sales from EVs by 2030. Volkswagen has pledged to spend about $40 billion through 2025 on EVs.</p><p><blockquote>预计到 2030 年,该汽车制造商欧洲销量的 70% 将来自电动汽车,美国销量的 50% 将来自电动汽车。大众汽车承诺到 2025 年在电动汽车上花费约 400 亿美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/chasing-tesla-here-are-the-current-electric-vehicle-plans-of-every-major-car-maker-11628876816?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":{"VLKAF":"Volkswagen AG","F":"福特汽车","HMC":"本田汽车","GM":"通用汽车","FUJHF":"Subaru Corporation ","NSANY":"日产汽车","TSLA":"特斯拉","STLA":"Stellantis NV","DDAIF":"戴姆勒汽车","HYEVF":"Hyundai Elevator Co Ltd.","TM":"丰田汽车"},"source_url":"https://www.marketwatch.com/story/chasing-tesla-here-are-the-current-electric-vehicle-plans-of-every-major-car-maker-11628876816?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159521376","content_text":"At President Joe Biden's urging, the auto industry pledged to boost production of electric vehicles to the point that they account for about half of total U.S. sales by 2030, a plan that raises hopes that EVs can shift from niche to normal.\nEVs accounted for 2.4% of U.S. cars sold in 2020, up from 0.7% five years ago, according to BloombergNEF. The research provider expects that share to increase to 11% in 2025; by 2030, it expects that slightly over a third of vehicles sold in the U.S. will be electric.\nSeveral auto makers had already announced bigger EV ambitions even before the White House call.\nHere are each major car maker's stated plans for EVs, including, when available, investment amounts and the range of models they hope to bring to market.\nThis information was collated from company sites, previous reports, and BloombergNEF projections, and will be updated regularly.\nAudi\nAudi, a brand known for its luxury cars and owned by Germany's Volkswagen AG , has promised to have battery-electric vehicles comprise 35% of its sales by 2025. By that time, Audi buyers will choose from about 20 EV models.\nBMW\nBMW AG , a luxury-car maker from Germany, was among the first EV innovators. It launched its i3 compact EV eight years ago, then as $one of the few serious competitors to Tesla Inc.'s vehicles.\nBMW's EV pipeline has slowed, but the auto maker has promised that 25% of its European sales will be all-electric and hybrid vehicles this year, and that all sales of its Mini brand will be battery electric by 2030. It expects to launch more than 10 battery EVs models in the next couple of years.\nDaimler/Mercedes-Benz\nMercedes-Benz, owned by Daimler AG , expects that between 15% and 25% of its sales will be comprised of EV sales by 2025; by 2030, that percentage is expected to grow to 50%. Mercedes-Benz is slated to end 2021 offering three new electric passenger car models and more to come in 2022.\nSOURCE: MERCEDES\nFord\nFord Motor Co. $(F)$ has said that 40% of its global sales by 2030 will be sales of EVs . Ford is aiming to have dozens of electrified models by 2022, the year that will also mark the debut of its much-awaited all-electric F-150 Lightning pickup truck.\nThe Ford F-150 Lightning o JEFF KOWALSKY/AGENCE FRANCE-PRESSE/GETTY IMAGES\nFord has called the Lightning the \"pillar\" of its more than $22 billion bet on EVs, which includes EV models for other best-selling vehicles such as the Mustang and its Transit van.\nSOURCE: FORD\nGM\nGeneral Motors Co. $(GM)$ surprised Wall Street in January by saying it aims to phase out all of its internal combustion engine vehicles by 2035 and only sell zero-emission vehicles by then. The auto maker also promises to be carbon-neutral by 2040.\nGM has said that it will offer 30 all-electric models globally by mid-decade, and that 40% percent of the company's U.S. models will be battery electric vehicles by the end of 2025. Its Hummer electric is expected for next year, with production starting this fall.\nHonda\nThe Japanese maker (7267.TO), which owns the namesake Honda brand and also the luxury-car brand Acura, is projected to derive 40% of its sales from EVs and fuel-cell electric cars by 2030. In April 2020, Honda and GM announced a partnership to develop Honda electric cars using GM's Ultium batteries.\nHyundai\nThe Korean car maker , which also owns Kia, is aiming to have 40% of its Kia and Hyundai brands sales to be of EVs and fuel-cell electric vehicles by 2025. Its Hyundai brand plans on more than 30 electric passenger vehicles by then.\nMazda\nMazda plans to offer 5% of its vehicles as battery electric by 2030, but EV sales targets as a percentage of total sales are unknown at the moment. Mazda does not offer EVs in the U.S., but sells a few EV and hybrid models elsewhere.\nNissan\nNissan Motor Co. Ltd. was among the first auto makers to offer an all-electric vehicle, and its the Nissan Leaf for years was one of the few options available for those without the deep pockets needed for a Tesla Inc. $(TSLA)$ Model S.\nNissan plans to offer 20 EV models in China by next year, and for the U.S. the company recently said it plans that more than 40% of its U.S. vehicle sales by 2030 will be fully electric.\nThe Nissan Leaf NISSAN\nPorsche\nThe car maker and almost synonym of sports cars is aiming to have half of its sales be of EV vehicles by 2025.\nStellantis\nStellantis NV (STLA.MI), the global auto maker formed earlier this year through the merger of Fiat Chrysler Automobiles NV and France's PSA Group, said in July it was investing $35 billion in EVs and adjacent technologies through 2025.\nBy that year, Stellantis is expected to derive 31% of its U.S. sales and 38% of its European sales from EVs, percentages that are seen growing to 35% of U.S. sales and 70% of European sales by 2030.\nSubaru\nThe Japanese maker is expected to derive 40% of its sales from EVs and hybrid electric vehicles by 2030.\nToyota\nSome 70% of sales for the world's No. 1 car maker (7203.TO) are expected to come from EVs and fuel-cell electric vehicles by 2030. Toyota plans to offer 15 battery EV models by 2025. The car maker, of course, broke ground with its hybrid Toyota Prius two decades ago.\nVolkswagen\nThe car maker is expected to derive 70% of its European sales from EVs and 50% of its U.S. sales from EVs by 2030. Volkswagen has pledged to spend about $40 billion through 2025 on EVs.","news_type":1,"symbols_score_info":{"STLA":0.9,"TM":0.9,"VLKAF":0.9,"GM":0.9,"FUJHF":0.9,"NSANY":0.9,"DDAIF":0.9,"F":0.9,"HYEVF":0.9,"TSLA":0.9,"AUDVF":0.9,"HMC":0.9}},"isVote":1,"tweetType":1,"viewCount":3885,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}