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ahleemama

ahleemama

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2021-07-19

BUBBLE TEA . PLS LIKE

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2021-08-29

Buy

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2021-07-22

The virus and US mkt has a direct and positivr relationship. More death more bull🤡

Delta Variant Can Still Clip U.S. Economy’s Wings<blockquote>德尔塔变异毒株仍然可以夹住美国经济的翅膀</blockquote>

2021-12-10

Short

Amazon Stock: Why UBS Has High Hopes for the E-commerce Giant<blockquote>亚马逊股票：为什么瑞银对这家电子商务巨头寄予厚望</blockquote>

2021-08-21

Buy!

Buy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股的回调——长期关注这 6 家公司</blockquote>

2021-08-11

Bullish

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2021-10-09

short STI

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2021-11-27

The ultimate short🤡

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2021-10-26

Buy

Robinhood earnings: Here's what to expect<blockquote>Robinhood 收益：以下是预期</blockquote>

2021-08-24

Great

GameStop Stock: Understanding The Ryan Cohen Factor<blockquote>游戏驿站股票：了解 Ryan Cohen 因素</blockquote>

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cathie woods","listText":"short cathie woods","text":"short cathie woods","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/692102285","repostId":"1199830247","repostType":4,"repost":{"id":"1199830247","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":1640864803,"share":"https://www.laohunote.com/m/news/1199830247?lang=zh_CN&edition=full","pubTime":"2021-12-30 19:46","market":"us","language":"en","title":"Cathie Wood Sheds Another $30M In Tesla But Continues Buying Spree In This Chinese EV Maker<blockquote>Cathie Wood 在特斯拉又损失了 3000 万美元，但继续疯狂收购这家中国电动汽车制造商</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1199830247","media":"Benzinga Earnings","summary":"Cathie Wood’s Ark Investment Management on Wednesday bought more shares in the U.S listed Chinese el","content":"<p><html><head></head><body><b>Cathie Wood</b>’s <b>Ark Investment Management</b> on Wednesday bought more shares in the U.S listed Chinese electric vehicle maker <b>Xpeng Inc</b> on the dip and sold more shares in <b>Tesla Inc</b> amid a profit-booking spree.</p><p><blockquote><html><head></head><body><b>凯西·伍德</b>的<b>方舟投资管理</b>周三购买了更多在美国上市的中国电动汽车制造商的股票<b>小鹏汽车</b>逢低出售更多股票<b>特斯拉公司</b>在利润预订狂潮中。</body></html></blockquote></p><p>The popular money managing firm bought 43,100 shares — estimated to be worth $1.91 million — in the Guangzhou, China-headquartered electric vehicle maker that aims to rival Tesla.</p><p><blockquote>这家广受欢迎的基金管理公司购买了这家总部位于中国广州的电动汽车制造商的 43,100 股股票，估计价值 191 万美元，该公司旨在与特斯拉竞争。</blockquote></p><p>Xpeng shares closed 1.8% lower at $44.5 a share on Wednesday. The stock is down 19% in the past month.</p><p><blockquote>小鹏汽车股价周三收盘下跌 1.8%，至每股 44.5 美元。该股在过去一个月下跌了 19%。</blockquote></p><p>Xpeng, Nio, and <b>Li Auto Inc</b> are all expected to report December and full-year sales volume numbers next week.</p><p><blockquote>小鹏、蔚来和<b>理想汽车公司</b>预计下周都将公布 12 月份和全年销量数据。</blockquote></p><p>The three electric automakers sold more than 10,000 electric vehicles each last month, with Xpeng leading the pack.</p><p><blockquote>这三家电动汽车制造商上个月的电动汽车销量均超过 10,000 辆，其中小鹏汽车位居榜首。</blockquote></p><p>Xpeng has said it aims to sell half of its electric vehicles outside of China. The maker of electric sedans and SUVs already sells electric vehicles in Norway and plans to ramp up investments overseas next year, including in Sweden, Denmark and the Netherlands.</p><p><blockquote>小鹏汽车表示，其目标是将一半的电动汽车销往中国境外。这家电动轿车和SUV制造商已经在挪威销售电动汽车，并计划明年加大海外投资，包括瑞典、丹麦和荷兰。</blockquote></p><p>ARKQ held 650,402 shares — worth $29.5 million in Xpeng, prior to Wednesday’s trade.</p><p><blockquote>在周三的交易之前，ARKQ 持有 650,402 股小鹏汽车股票，价值 2950 万美元。</blockquote></p><p>Besides Xpeng, Tesla is the only other all-electric company in which Ark Invest has exposure. The investment firm counts Tesla as its largest holding and owns shares worth billions in the company via its exchange-traded funds.</p><p><blockquote>除了小鹏汽车之外，特斯拉是方舟投资唯一涉足的另一家全电动公司。这家投资公司将特斯拉视为其最大的控股公司，并通过其交易所交易基金持有该公司价值数十亿美元的股票。</blockquote></p><p>Ark Invest on Wednesday sold 27,885 shares — estimated to be worth $30.3 million — in the <b>Elon Musk</b>-led company’s stock.</p><p><blockquote>Ark Invest 周三出售了 27,885 股股票，估计价值 3030 万美元<b>埃隆·马斯克</b>-led公司股票。</blockquote></p><p>Ark has been selling shares in Tesla since September as the stock delivered robust gains after record third-quarter deliveries and a large order from car rental company <b>Hertz Global Holdings</b>.</p><p><blockquote>Ark 自 9 月份以来一直在出售特斯拉股票，在创纪录的第三季度交付量和汽车租赁公司的大订单后，该股实现了强劲上涨<b>赫兹全球控股</b>.</blockquote></p><p>The St.Petersburg, Florida-based firm held 1.8 million shares, worth $1.96 billion in Tesla, prior to Wednesday’s trade.</p><p><blockquote>这家总部位于佛罗里达州圣彼得堡的公司在周三交易前持有 180 万股特斯拉股票，价值 19.6 亿美元。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood Sheds Another $30M In Tesla But Continues Buying Spree In This Chinese EV Maker<blockquote>Cathie Wood 在特斯拉又损失了 3000 万美元，但继续疯狂收购这家中国电动汽车制造商</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; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood Sheds Another $30M In Tesla But Continues Buying Spree In This Chinese EV Maker<blockquote>Cathie Wood 在特斯拉又损失了 3000 万美元，但继续疯狂收购这家中国电动汽车制造商</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time smaller\">2021-12-30 19:46</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Cathie Wood</b>’s <b>Ark Investment Management</b> on Wednesday bought more shares in the U.S listed Chinese electric vehicle maker <b>Xpeng Inc</b> on the dip and sold more shares in <b>Tesla Inc</b> amid a profit-booking spree.</p><p><blockquote><html><head></head><body><b>凯西·伍德</b>的<b>方舟投资管理</b>周三购买了更多在美国上市的中国电动汽车制造商的股票<b>小鹏汽车</b>逢低出售更多股票<b>特斯拉公司</b>在利润预订狂潮中。</body></html></blockquote></p><p>The popular money managing firm bought 43,100 shares — estimated to be worth $1.91 million — in the Guangzhou, China-headquartered electric vehicle maker that aims to rival Tesla.</p><p><blockquote>这家广受欢迎的基金管理公司购买了这家总部位于中国广州的电动汽车制造商的 43,100 股股票，估计价值 191 万美元，该公司旨在与特斯拉竞争。</blockquote></p><p>Xpeng shares closed 1.8% lower at $44.5 a share on Wednesday. The stock is down 19% in the past month.</p><p><blockquote>小鹏汽车股价周三收盘下跌 1.8%，至每股 44.5 美元。该股在过去一个月下跌了 19%。</blockquote></p><p>Xpeng, Nio, and <b>Li Auto Inc</b> are all expected to report December and full-year sales volume numbers next week.</p><p><blockquote>小鹏、蔚来和<b>理想汽车公司</b>预计下周都将公布 12 月份和全年销量数据。</blockquote></p><p>The three electric automakers sold more than 10,000 electric vehicles each last month, with Xpeng leading the pack.</p><p><blockquote>这三家电动汽车制造商上个月的电动汽车销量均超过 10,000 辆，其中小鹏汽车位居榜首。</blockquote></p><p>Xpeng has said it aims to sell half of its electric vehicles outside of China. The maker of electric sedans and SUVs already sells electric vehicles in Norway and plans to ramp up investments overseas next year, including in Sweden, Denmark and the Netherlands.</p><p><blockquote>小鹏汽车表示，其目标是将一半的电动汽车销往中国境外。这家电动轿车和SUV制造商已经在挪威销售电动汽车，并计划明年加大海外投资，包括瑞典、丹麦和荷兰。</blockquote></p><p>ARKQ held 650,402 shares — worth $29.5 million in Xpeng, prior to Wednesday’s trade.</p><p><blockquote>在周三的交易之前，ARKQ 持有 650,402 股小鹏汽车股票，价值 2950 万美元。</blockquote></p><p>Besides Xpeng, Tesla is the only other all-electric company in which Ark Invest has exposure. The investment firm counts Tesla as its largest holding and owns shares worth billions in the company via its exchange-traded funds.</p><p><blockquote>除了小鹏汽车之外，特斯拉是方舟投资唯一涉足的另一家全电动公司。这家投资公司将特斯拉视为其最大的控股公司，并通过其交易所交易基金持有该公司价值数十亿美元的股票。</blockquote></p><p>Ark Invest on Wednesday sold 27,885 shares — estimated to be worth $30.3 million — in the <b>Elon Musk</b>-led company’s stock.</p><p><blockquote>Ark Invest 周三出售了 27,885 股股票，估计价值 3030 万美元<b>埃隆·马斯克</b>-led公司股票。</blockquote></p><p>Ark has been selling shares in Tesla since September as the stock delivered robust gains after record third-quarter deliveries and a large order from car rental company <b>Hertz Global Holdings</b>.</p><p><blockquote>Ark 自 9 月份以来一直在出售特斯拉股票，在创纪录的第三季度交付量和汽车租赁公司的大订单后，该股实现了强劲上涨<b>赫兹全球控股</b>.</blockquote></p><p>The St.Petersburg, Florida-based firm held 1.8 million shares, worth $1.96 billion in Tesla, prior to Wednesday’s trade.</p><p><blockquote>这家总部位于佛罗里达州圣彼得堡的公司在周三交易前持有 180 万股特斯拉股票，价值 19.6 亿美元。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏集团","TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199830247","content_text":"Cathie Wood’s Ark Investment Management on Wednesday bought more shares in the U.S listed Chinese electric vehicle maker Xpeng Inc on the dip and sold more shares in Tesla Inc amid a profit-booking spree.The popular money managing firm bought 43,100 shares — estimated to be worth $1.91 million — in the Guangzhou, China-headquartered electric vehicle maker that aims to rival Tesla.Xpeng shares closed 1.8% lower at $44.5 a share on Wednesday. The stock is down 19% in the past month.Xpeng, Nio, and Li Auto Inc are all expected to report December and full-year sales volume numbers next week.The three electric automakers sold more than 10,000 electric vehicles each last month, with Xpeng leading the pack.Xpeng has said it aims to sell half of its electric vehicles outside of China. The maker of electric sedans and SUVs already sells electric vehicles in Norway and plans to ramp up investments overseas next year, including in Sweden, Denmark and the Netherlands.ARKQ held 650,402 shares — worth $29.5 million in Xpeng, prior to Wednesday’s trade.Besides Xpeng, Tesla is the only other all-electric company in which Ark Invest has exposure. The investment firm counts Tesla as its largest holding and owns shares worth billions in the company via its exchange-traded funds.Ark Invest on Wednesday sold 27,885 shares — estimated to be worth $30.3 million — in the Elon Musk-led company’s stock.Ark has been selling shares in Tesla since September as the stock delivered robust gains after record third-quarter deliveries and a large order from car rental company Hertz Global Holdings.The St.Petersburg, Florida-based firm held 1.8 million shares, worth $1.96 billion in Tesla, prior to Wednesday’s trade.","news_type":1,"symbols_score_info":{"TSLA":0.9,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":3387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696726193,"gmtCreate":1640775707065,"gmtModify":1640775707435,"author":{"id":"3585830139314556","authorId":"3585830139314556","name":"ahleemama","avatar":"https://static.tigerbbs.com/9e5556ad29b085a364d6ea7d326015c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585830139314556","authorIdStr":"3585830139314556"},"themes":[],"title":"","htmlText":"Short","listText":"Short","text":"Short","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/696726193","repostId":"1198370121","repostType":4,"isVote":1,"tweetType":1,"viewCount":2697,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696269686,"gmtCreate":1640704327859,"gmtModify":1640704423968,"author":{"id":"3585830139314556","authorId":"3585830139314556","name":"ahleemama","avatar":"https://static.tigerbbs.com/9e5556ad29b085a364d6ea7d326015c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585830139314556","authorIdStr":"3585830139314556"},"themes":[],"title":"","htmlText":"Joke","listText":"Joke","text":"Joke","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696269686","repostId":"1118096605","repostType":4,"isVote":1,"tweetType":1,"viewCount":3478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696382581,"gmtCreate":1640618515715,"gmtModify":1640618516058,"author":{"id":"3585830139314556","authorId":"3585830139314556","name":"ahleemama","avatar":"https://static.tigerbbs.com/9e5556ad29b085a364d6ea7d326015c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585830139314556","authorIdStr":"3585830139314556"},"themes":[],"title":"","htmlText":"Buy","listText":"Buy","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696382581","repostId":"2194177239","repostType":4,"repost":{"id":"2194177239","kind":"news","pubTimestamp":1640559609,"share":"https://www.laohunote.com/m/news/2194177239?lang=zh_CN&edition=full","pubTime":"2021-12-27 07:00","market":"us","language":"en","title":"Santa Claus Rally watch: What to know this week<blockquote>圣诞老人集会手表：本周须知</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2194177239","media":"Yahoo Finance","summary":"As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for the coming days.The S&P 500  is entering the period known for ushering in the so-called Santa Claus Rally, or seasonally strong timeframe for stocks at the end of each year.According to data from LPL Financial, the Santa Claus Rally period encapsulates the seven days most likely to be higher in any ","content":"<p><div> As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for ...</p><p><blockquote><div>随着交易员从假期缩短的一周归来，进入新的一年的价格走势将受到密切关注——特别是考虑到相对清淡的经济数据和收益日历……</div></blockquote></p><p>  <a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html\">网页连接</a></blockquote></p><p></p>","source":"yahoofinance_au","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>Santa Claus Rally watch: What to know this week<blockquote>圣诞老人集会手表：本周须知</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\">\nSanta Claus Rally watch: What to know this week<blockquote>圣诞老人集会手表：本周须知</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Yahoo Finance</strong><span class=\"h-time small\">2021-12-27 07:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for ...</p><p><blockquote><div>随着交易员从假期缩短的一周归来，进入新的一年的价格走势将受到密切关注——特别是考虑到相对清淡的经济数据和收益日历……</div></blockquote></p><p>  <a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html\">Yahoo Finance</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":{"BK4096":"电气部件与设备","SPY.AU":"SPDR® S&P 500® ETF Trust","FCEL":"燃料电池能源","BK4541":"氢能源"},"source_url":"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2194177239","content_text":"As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for the coming days.\nThe S&P 500 (^GSPC) is entering the period known for ushering in the so-called Santa Claus Rally, or seasonally strong timeframe for stocks at the end of each year.\nThe term, coined by Stock Trader's Almanac in the 1970s, encompasses the final five trading days of the year and first two sessions of the new year. This year, that Santa Claus Rally window is set to start on Monday, Dec. 27 — or the latest a Santa Claus rally has started in 11 years, due to the timing of the holidays this year.\nAccording to data from LPL Financial, the Santa Claus Rally period encapsulates the seven days most likely to be higher in any given year. Since 1950, the Santa Claus Rally period has produced a positive return for the S&P 500 78.9% of the time, with an average return of 1.33%.\n“Why are these seven days so strong?” wrote Ryan Detrick, LPL Financial chief market strategist, in a note. “Whether optimism over a coming new year, holiday spending, traders on vacation, institutions squaring up their books — or the holiday spirit — the bottom line is that bulls tend to believe in Santa.”\nAnd if history is any indication, the absence of a Santa Claus Rally has also typically served as a harbinger of lower near-term returns.\n\"Going back to the mid-1990s, there have been only six times Santa failed to show in December. January was lower five of those six times, and the full year had a solid gain only once (in 2016, but a mini-bear market early in the year),\" Detrick added.\n“Considering the bear markets of 2000 and 2008 both took place after one of the rare instances that Santa failed to show makes believers out of us,\" he said. A bear market typically refers to when stocks drop at least 20% from recent record highs. \"Should this seasonally strong period miss the mark, it could be a warning sign.\"\nAnd this year, investors do have considerable additional concerns to mull heading into the new year. Though stocks closed out Thursday's session at fresh record highs before the long holiday weekend, December still marked a volatile month to start, with renewed concerns over the Omicron variant and the potential for tighter monetary policy from the Federal Reserve weighing on risk assets. Plus, prospects for more near-term fiscal support via the Biden administration's Build Back Better bill have dwindled, and inflation concerns spiked further. Last week, the Bureau of Economic Analysis reported core personal consumption expenditures (PCE) — the Fed's preferred inflation gauge — rose at a 4.7% year-over-year clip, or the fastest since 1983.\n\"If the U.S. was not battling the Omicron variant, U.S. stocks would be dancing higher as the Santa Claus Rally would have kept the climb going into uncharted territory,\" Edward Moya, chief market strategist at OANDA, wrote in a note last week. \"It is too early to say for sure if we will get a Santa Claus Rally, but given all the short-term risks of Fed tightening, Chinese weakness, fiscal support uncertainty and COVID, Wall Street is not complaining.\"\nA man in a Santa Claus costume gestures on the floor at the closing bell of the Dow Industrial Average at the New York Stock Exchange on December 5, 2019 in New York. (Photo by Bryan R. Smith / AFP) (Photo by BRYAN R. SMITH/AFP via Getty Images)BRYAN R. SMITH via Getty Images\nEconomic calendar\n\nMonday: Dallas Federal Reserve Manufacturing Activity Index, Dec. (13.0 expected, 11.8 in November)\nTuesday: FHFA House Price Index, month-over-month, October (0.9% in September); S&P CoreLogic Case-Shiller 20 City Composite Index, month-over-month, October (0.9% expected, 0.96% in September); S&P CoreLogic Case-Shiller 20 City Composite Index, year-over-year, October (18.6%. expected, 19.05% in September); S&P CoreLogic Case-Shiller Home Price Index, year-over-year, November (19.51% in October); Richmond Fed Manufacturing Index, December (11 expected,11 in November)\nWednesday: Wholesale Inventories, month-over-month, November preliminary (1.7% expected, 2.3% in October); Advance Goods Trade Balance, November (-$89.0 billion expected, -$82.9 billion in October); Retail Inventories, month-over-month, November (0.5% expected, 0.1% in October); Pending Home Sales, month-over-month, November (0.5% expected, 7.5% in October)\nThursday: Initial jobless claims, week ended Dec. 25. (205,000 during prior week); Continuing claims, week ended Dec. 18 (1.859 million during prior week); MNI Chicago PMI, December (62.2 expected, 61.8 in November)\nFriday: No notable reports scheduled for release\n\nEarnings calendar\n\nMonday: No notable reports scheduled for release\nTuesday: No notable reports scheduled for release\nWednesday: FuelCell Energy Inc. (FCEL) before market open\nThursday: No notable reports scheduled for release\nFriday: No notable reports scheduled for release","news_type":1,"symbols_score_info":{"FCEL":0.9,"SPY.AU":0.9}},"isVote":1,"tweetType":1,"viewCount":4020,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698790775,"gmtCreate":1640526962034,"gmtModify":1640526962352,"author":{"id":"3585830139314556","authorId":"3585830139314556","name":"ahleemama","avatar":"https://static.tigerbbs.com/9e5556ad29b085a364d6ea7d326015c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585830139314556","authorIdStr":"3585830139314556"},"themes":[],"title":"","htmlText":"Joke","listText":"Joke","text":"Joke","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698790775","repostId":"1123414772","repostType":4,"repost":{"id":"1123414772","kind":"news","pubTimestamp":1640483546,"share":"https://www.laohunote.com/m/news/1123414772?lang=zh_CN&edition=full","pubTime":"2021-12-26 09:52","market":"us","language":"en","title":"Why It’s Not the Time to Buy the Dip on Upstart<blockquote>为什么现在不是逢低买入 Upstart</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1123414772","media":"InvestorPlace","summary":"Upstart (UPST)as a concept is extraordinary in my eyes because it assigns credit ratings with a much","content":"<p><div> Upstart (UPST)as a concept is extraordinary in my eyes because it assigns credit ratings with a much more forward-looking approach than traditional loan facilitators do. Furthermore, the AI used by ...</p><p><blockquote><div>在我看来，Upstart (UPST) 作为一个概念是非凡的，因为它以比传统贷款促进者更具前瞻性的方式分配信用评级。此外，人工智能使用……</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/upst-stock-upstart-why-its-not-the-time-to-buy-the-dip/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/upst-stock-upstart-why-its-not-the-time-to-buy-the-dip/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why It’s Not the Time to Buy the Dip on Upstart<blockquote>为什么现在不是逢低买入 Upstart</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy It’s Not the Time to Buy the Dip on Upstart<blockquote>为什么现在不是逢低买入 Upstart</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2021-12-26 09:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Upstart (UPST)as a concept is extraordinary in my eyes because it assigns credit ratings with a much more forward-looking approach than traditional loan facilitators do. Furthermore, the AI used by ...</p><p><blockquote><div>在我看来，Upstart (UPST) 作为一个概念是非凡的，因为它以比传统贷款促进者更具前瞻性的方式分配信用评级。此外，人工智能使用……</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/upst-stock-upstart-why-its-not-the-time-to-buy-the-dip/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/upst-stock-upstart-why-its-not-the-time-to-buy-the-dip/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://investorplace.com/2021/12/upst-stock-upstart-why-its-not-the-time-to-buy-the-dip/\">InvestorPlace</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UPST":"Upstart Holdings, Inc."},"source_url":"https://investorplace.com/2021/12/upst-stock-upstart-why-its-not-the-time-to-buy-the-dip/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123414772","content_text":"Upstart (UPST)as a concept is extraordinary in my eyes because it assigns credit ratings with a much more forward-looking approach than traditional loan facilitators do. Furthermore, the AI used by the firm is flawless, with speed and accuracy being the name of the game.\nHowever, as an investor, it’s critical to remind yourself that you’re investing in a stock and not only the company’s concept, which means that we need to determine whether its potential is priced-in or not.\nNext year’s market climate will be much different than it’s been the past 2-years. I, for one, expect a more price-efficient market, which means that investors will need to start distinguishing good companies from undervalued stock prices if they’re to realize gains.\nUPST stock could be a prime example of how a good company doesn’t always translate into a good stock.\nUPST stock Won’t Benefit From the Cyclical Trade\nMost of you would’ve heard about the rate hike buzz by now and how that will stimulate banking stocks. The theory behind this is that if the U.S. Federal Reserve raises interest rates, the debt market will be more lucrative to originators as the spreads they’d be able to charge on loans will increase.\nUpstart won’t necessarily benefit from this climate as it’s considered a hybrid between an advertising platform and a brokerage rather than a lender. This means that its revenue will actually decrease with higher rates because the transactional volume will likely taper off slightly as soon as rates rise.\nFurther to the above, Upstart is a growth stock rather than a value play. Rising interest rates in 2022 could be detrimental to growth stocks as it tends to flatline their exponential earnings growth curve.\nUpstart’s revenue and EBITDA surged over the past year, coming in at187.56% and 447.28%respectively; these figures will likely diminish over the coming year, and I can’t help but think that the stock’s recent drawdown has been the market’s way of pricing in the expected decline in growth for next year.\nA final matter to mention regarding cyclicality isJ.P. Morgan’s recent neutral rating on the stock, with analyst James Faucette using a similar argument to mine in claiming that the stock’s growth has been priced in for now. Faucette thinks that Upstart’s relationship with its investors has enabled it to perform well in 2021, but the current market climate won’t allow that to sustain itself.\nValuation & Momentum\nLet’s start with the latter to provide context to the valuation argument. Upstart’s relative strength index (RSI) is below30, indicating that the stock has been oversold, but this doesn’t necessarily mean that it’s a “buy the dip opportunity.”\nFor this to really be a buy low, sell high opportunity, we’d need to see an uptick in volume and a sign that the stock’s going to breach its moving averages; as of now UPST stock possesses neither of these attributes, and I believe that it’s due to a valuation issue.\nHere’s the big valuation problem; by comparing Upstart stock to its sector peers, it can be observed through price-sales and price-cash flow premiums of3.47x and 4.46xthat investors have gotten ahead of themselves. Adding to this is the argument that the stock could be the victim of a cyclical downturn, meaning that these ratios could play a key role in investor sell-offs moving forward.\nWhat now for UPST stock?\nA few investors are likely to buy into the recent dip, but I don’t think it will prevent a further downward trajectory. UPST stock has a massive valuation issue induced by over-optimism from investors during a pent-up broader market.\nFurthermore, the market’s set for a cyclical swing as monetary policy changes are en route, and Upstart stock’s characteristics mean that it could be a victim of such policies instead of being a beneficiary.\nThe bottom line is that the stock isn’t worth the risk right now.","news_type":1,"symbols_score_info":{"UPST":0.9}},"isVote":1,"tweetType":1,"viewCount":3158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698080481,"gmtCreate":1640261752045,"gmtModify":1640261752338,"author":{"id":"3585830139314556","authorId":"3585830139314556","name":"ahleemama","avatar":"https://static.tigerbbs.com/9e5556ad29b085a364d6ea7d326015c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585830139314556","authorIdStr":"3585830139314556"},"themes":[],"title":"","htmlText":"short","listText":"short","text":"short","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698080481","repostId":"1187215359","repostType":4,"repost":{"id":"1187215359","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":1640260771,"share":"https://www.laohunote.com/m/news/1187215359?lang=zh_CN&edition=full","pubTime":"2021-12-23 19:59","market":"us","language":"en","title":"Cathie Wood Loads Up Another $800K In This Chinese Tesla Rival Ahead Of Its Overseas Expansion<blockquote>Cathie Wood 在海外扩张之前又向这家中国特斯拉竞争对手注资 80 万美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1187215359","media":"Benzinga Earnings","summary":"Cathie Wood’s Ark Investment Management on Friday loaded up another 18,000 shares — worth about $823","content":"<p><b>Cathie Wood</b>’s&nbsp;<b>Ark Investment Management</b>&nbsp;on Friday loaded up&nbsp;another 18,000 shares — worth about $823,320 — in the U.S. listed Chinese electric vehicle maker&nbsp;<b>Xpeng Inc</b>(NYSE:XPEV).</p><p><blockquote><b>凯西·伍德</b>的<b>方舟投资管理</b>周五，该公司又增持了这家在美国上市的中国电动汽车制造商的 18,000 股股票，价值约 823,320 美元<b>小鹏汽车</b>（纽约证券交易所代码：XPEV）。</blockquote></p><p> Xpeng’s stock closed 4.5% higher at $44.47 a share on Wednesday. The stock is up about 3.7% fp or the year.</p><p><blockquote>小鹏汽车股价周三收盘上涨 4.5%，报每股 44.47 美元。该股同比上涨约 3.7%。</blockquote></p><p> The Guangzhou, China-based company bolted ahead of local rivals Nio and&nbsp;<b>Li Auto Inc</b>(NASDAQ:LI) last month with deliveries.</p><p><blockquote>这家总部位于中国广州的公司超越了当地竞争对手蔚来和<b>理想汽车公司</b>（纳斯达克股票代码：LI）上个月交付。</blockquote></p><p> Each of the three players delivered more than 10,000 electric vehicles — with Xpeng leading the pack at 15,613 units, Li Auto grabbing the second spot at 13,485 units and Nio dispatching 10,878 units to dealers during the month.</p><p><blockquote>这三家公司各自交付了超过 10,000 辆电动汽车，其中小鹏汽车以 15,613 辆位居榜首，理想汽车以 13,485 辆位居第二，蔚来本月向经销商交付了 10,878 辆。</blockquote></p><p> Xpeng Chairman<b>Brian Gu</b>said last month the company aims to sell half of its electric vehicles outside of China.</p><p><blockquote>小鹏汽车董事长<b>布莱恩·顾</b>上个月表示，该公司的目标是在中国境外销售一半的电动汽车。</blockquote></p><p> The maker of electric sedans and SUVs already sells electric vehicles in Norway and plans to ramp up investments overseas next year, including in Sweden, Denmark and the Netherlands.</p><p><blockquote>这家电动轿车和SUV制造商已经在挪威销售电动汽车，并计划明年加大海外投资，包括瑞典、丹麦和荷兰。</blockquote></p><p> The Shanghai-based Nio has similar plans and said last week it plans to foray into Germany, the Netherlands, Sweden and Denmark in 2022 and aims to have a presence&nbsp;in 25 countries by 2025.</p><p><blockquote>总部位于上海的蔚来也有类似的计划，上周表示，计划在2022年进军德国、荷兰、瑞典和丹麦，目标是到2025年在25个国家开展业务。</blockquote></p><p> Ark Invest first bought shares in Xpeng on Dec. 3 and has since piled up shares in the electric vehicle company’s stock on six days, all&nbsp;via the&nbsp;<b>Ark</b>&nbsp;<b>Autonomous Technology &amp; Robotics ETF</b>(BATS:ARKQ).</p><p><blockquote>Ark Invest 于 12 月 3 日首次购买了小鹏汽车的股票，此后六天内通过<b>方舟</b> <b>自主技术与机器人 ETF</b>（蝙蝠：ARKQ）。</blockquote></p><p> ARKQ held 637,042 shares — worth $27.88 million in Xpeng, prior to Thursday’s trade.</p><p><blockquote>周四交易前，ARKQ 持有小鹏汽车 637,042 股股票，价值 2788 万美元。</blockquote></p><p> Besides Xpeng, the Elon Musk-led Tesla is the only all-electric vehicle maker in which Ark Invest has bought large amounts. The firm counts Tesla as its largest holding and owns shares worth billions in the company via its exchange-traded funds.</p><p><blockquote>除了小鹏汽车之外，埃隆·马斯克领导的特斯拉是方舟投资公司唯一一家大量收购的全电动汽车制造商。该公司将特斯拉视为其最大的控股公司，并通过其交易所交易基金持有该公司价值数十亿美元的股票。</blockquote></p><p> The investment firm has been booking profit in Tesla since early September when shares of the company began an upward march.</p><p><blockquote>自9月初该公司股价开始上涨以来，这家投资公司一直在特斯拉录得利润。</blockquote></p><p> Ark also sold 2,273 shares — estimated to be worth $6.68 million — in&nbsp;<b>Alphabet Inc Class C</b>(NASDAQ:GOOG). The stock closed 1.89% higher at $2,938.9 a share on Wednesday.</p><p><blockquote>Ark 还出售了 2,273 股股票，估计价值 668 万美元<b>Alphabet公司C级</b>（纳斯达克股票代码：GOOG）该股周三收盘上涨 1.89%，至每股 2,938.9 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>Cathie Wood Loads Up Another $800K In This Chinese Tesla Rival Ahead Of Its Overseas Expansion<blockquote>Cathie Wood 在海外扩张之前又向这家中国特斯拉竞争对手注资 80 万美元</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood Loads Up Another $800K In This Chinese Tesla Rival Ahead Of Its Overseas Expansion<blockquote>Cathie Wood 在海外扩张之前又向这家中国特斯拉竞争对手注资 80 万美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time smaller\">2021-12-23 19:59</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>Cathie Wood</b>’s&nbsp;<b>Ark Investment Management</b>&nbsp;on Friday loaded up&nbsp;another 18,000 shares — worth about $823,320 — in the U.S. listed Chinese electric vehicle maker&nbsp;<b>Xpeng Inc</b>(NYSE:XPEV).</p><p><blockquote><b>凯西·伍德</b>的<b>方舟投资管理</b>周五，该公司又增持了这家在美国上市的中国电动汽车制造商的 18,000 股股票，价值约 823,320 美元<b>小鹏汽车</b>（纽约证券交易所代码：XPEV）。</blockquote></p><p> Xpeng’s stock closed 4.5% higher at $44.47 a share on Wednesday. The stock is up about 3.7% fp or the year.</p><p><blockquote>小鹏汽车股价周三收盘上涨 4.5%，报每股 44.47 美元。该股同比上涨约 3.7%。</blockquote></p><p> The Guangzhou, China-based company bolted ahead of local rivals Nio and&nbsp;<b>Li Auto Inc</b>(NASDAQ:LI) last month with deliveries.</p><p><blockquote>这家总部位于中国广州的公司超越了当地竞争对手蔚来和<b>理想汽车公司</b>（纳斯达克股票代码：LI）上个月交付。</blockquote></p><p> Each of the three players delivered more than 10,000 electric vehicles — with Xpeng leading the pack at 15,613 units, Li Auto grabbing the second spot at 13,485 units and Nio dispatching 10,878 units to dealers during the month.</p><p><blockquote>这三家公司各自交付了超过 10,000 辆电动汽车，其中小鹏汽车以 15,613 辆位居榜首，理想汽车以 13,485 辆位居第二，蔚来本月向经销商交付了 10,878 辆。</blockquote></p><p> Xpeng Chairman<b>Brian Gu</b>said last month the company aims to sell half of its electric vehicles outside of China.</p><p><blockquote>小鹏汽车董事长<b>布莱恩·顾</b>上个月表示，该公司的目标是在中国境外销售一半的电动汽车。</blockquote></p><p> The maker of electric sedans and SUVs already sells electric vehicles in Norway and plans to ramp up investments overseas next year, including in Sweden, Denmark and the Netherlands.</p><p><blockquote>这家电动轿车和SUV制造商已经在挪威销售电动汽车，并计划明年加大海外投资，包括瑞典、丹麦和荷兰。</blockquote></p><p> The Shanghai-based Nio has similar plans and said last week it plans to foray into Germany, the Netherlands, Sweden and Denmark in 2022 and aims to have a presence&nbsp;in 25 countries by 2025.</p><p><blockquote>总部位于上海的蔚来也有类似的计划，上周表示，计划在2022年进军德国、荷兰、瑞典和丹麦，目标是到2025年在25个国家开展业务。</blockquote></p><p> Ark Invest first bought shares in Xpeng on Dec. 3 and has since piled up shares in the electric vehicle company’s stock on six days, all&nbsp;via the&nbsp;<b>Ark</b>&nbsp;<b>Autonomous Technology &amp; Robotics ETF</b>(BATS:ARKQ).</p><p><blockquote>Ark Invest 于 12 月 3 日首次购买了小鹏汽车的股票，此后六天内通过<b>方舟</b> <b>自主技术与机器人 ETF</b>（蝙蝠：ARKQ）。</blockquote></p><p> ARKQ held 637,042 shares — worth $27.88 million in Xpeng, prior to Thursday’s trade.</p><p><blockquote>周四交易前，ARKQ 持有小鹏汽车 637,042 股股票，价值 2788 万美元。</blockquote></p><p> Besides Xpeng, the Elon Musk-led Tesla is the only all-electric vehicle maker in which Ark Invest has bought large amounts. The firm counts Tesla as its largest holding and owns shares worth billions in the company via its exchange-traded funds.</p><p><blockquote>除了小鹏汽车之外，埃隆·马斯克领导的特斯拉是方舟投资公司唯一一家大量收购的全电动汽车制造商。该公司将特斯拉视为其最大的控股公司，并通过其交易所交易基金持有该公司价值数十亿美元的股票。</blockquote></p><p> The investment firm has been booking profit in Tesla since early September when shares of the company began an upward march.</p><p><blockquote>自9月初该公司股价开始上涨以来，这家投资公司一直在特斯拉录得利润。</blockquote></p><p> Ark also sold 2,273 shares — estimated to be worth $6.68 million — in&nbsp;<b>Alphabet Inc Class C</b>(NASDAQ:GOOG). The stock closed 1.89% higher at $2,938.9 a share on Wednesday.</p><p><blockquote>Ark 还出售了 2,273 股股票，估计价值 668 万美元<b>Alphabet公司C级</b>（纳斯达克股票代码：GOOG）该股周三收盘上涨 1.89%，至每股 2,938.9 美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏集团","09868":"小鹏集团-W"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187215359","content_text":"Cathie Wood’s Ark Investment Management on Friday loaded up another 18,000 shares — worth about $823,320 — in the U.S. listed Chinese electric vehicle maker Xpeng Inc(NYSE:XPEV).\nXpeng’s stock closed 4.5% higher at $44.47 a share on Wednesday. The stock is up about 3.7% fp or the year.\nThe Guangzhou, China-based company bolted ahead of local rivals Nio and Li Auto Inc(NASDAQ:LI) last month with deliveries.\nEach of the three players delivered more than 10,000 electric vehicles — with Xpeng leading the pack at 15,613 units, Li Auto grabbing the second spot at 13,485 units and Nio dispatching 10,878 units to dealers during the month.\nXpeng ChairmanBrian Gusaid last month the company aims to sell half of its electric vehicles outside of China.\nThe maker of electric sedans and SUVs already sells electric vehicles in Norway and plans to ramp up investments overseas next year, including in Sweden, Denmark and the Netherlands.\nThe Shanghai-based Nio has similar plans and said last week it plans to foray into Germany, the Netherlands, Sweden and Denmark in 2022 and aims to have a presence in 25 countries by 2025.\nArk Invest first bought shares in Xpeng on Dec. 3 and has since piled up shares in the electric vehicle company’s stock on six days, all via the Ark Autonomous Technology & Robotics ETF(BATS:ARKQ).\nARKQ held 637,042 shares — worth $27.88 million in Xpeng, prior to Thursday’s trade.\nBesides Xpeng, the Elon Musk-led Tesla is the only all-electric vehicle maker in which Ark Invest has bought large amounts. The firm counts Tesla as its largest holding and owns shares worth billions in the company via its exchange-traded funds.\nThe investment firm has been booking profit in Tesla since early September when shares of the company began an upward march.\nArk also sold 2,273 shares — estimated to be worth $6.68 million — in Alphabet Inc Class C(NASDAQ:GOOG). The stock closed 1.89% higher at $2,938.9 a share on Wednesday.","news_type":1,"symbols_score_info":{"XPEV":0.9,"09868":0.9}},"isVote":1,"tweetType":1,"viewCount":3263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691821658,"gmtCreate":1640169776084,"gmtModify":1640169777211,"author":{"id":"3585830139314556","authorId":"3585830139314556","name":"ahleemama","avatar":"https://static.tigerbbs.com/9e5556ad29b085a364d6ea7d326015c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585830139314556","authorIdStr":"3585830139314556"},"themes":[],"title":"","htmlText":"Short","listText":"Short","text":"Short","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691821658","repostId":"1113551998","repostType":4,"repost":{"id":"1113551998","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":1640166938,"share":"https://www.laohunote.com/m/news/1113551998?lang=zh_CN&edition=full","pubTime":"2021-12-22 17:55","market":"us","language":"en","title":"Cathie Wood Loaded Up On These 2 Cryptocurrency-Related Stocks On Tuesday<blockquote>Cathie Wood 周二加载了这 2 只加密货币相关股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1113551998","media":"Benzinga Earnings","summary":"Cathie Wood'sArk Investment Management on Monday further raised its exposure in cryptocurrency-relat","content":"<p><b>Cathie Wood'sArk Investment Management</b>&nbsp;on Monday further raised its exposure in cryptocurrency-related stocks&nbsp;<b>Robinhood Markets Inc</b>&nbsp;and&nbsp;<b>Coinbase Global Inc</b>.</p><p><blockquote><b>凯西·伍德的萨克投资管理公司</b>周一进一步增加了对加密货币相关股票的投资<b>罗宾汉市场公司</b>和<b>比特币基地全球公司</b>.</blockquote></p><p> The popular money manager bought 181,717 shares — estimated to be worth $3.44 million — in Robinhood, a financial platform that deals in stocks&nbsp;and cryptocurrencies.</p><p><blockquote>这位受欢迎的基金管理公司购买了 Robinhood 的 181,717 股股票，估计价值 344 万美元，Robinhood 是一个交易股票和加密货币的金融平台。</blockquote></p><p> Robinhood stock closed 4.99% higher in the regular session on Tuesday at $18.93 a share. The stock is down 45.6% since going public in July.</p><p><blockquote>Robinhood 股价周二常规交易时段收盘上涨 4.99%，至每股 18.93 美元。自7月份上市以来，该股已下跌45.6%。</blockquote></p><p> In a first, Robinhood acquired&nbsp;<b>Cove Markets</b>, a cross-exchange trading platform last week as it prepares to roll out&nbsp;cryptocurrency wallets.</p><p><blockquote>首先，罗宾汉收购了<b>海湾市场</b>上周，一个跨交易所交易平台准备推出加密货币钱包。</blockquote></p><p> The wallets would allow Robinhood users to deposit or withdraw cryptocurrencies like&nbsp;<b>Bitcoin</b>,<b>Ethereum</b>&nbsp;and&nbsp;<b>Dogecoin</b>.</p><p><blockquote>这些钱包将允许 Robinhood 用户存入或提取加密货币，例如<b>比特币</b>,<b>以太币</b>和<b>狗狗币</b>.</blockquote></p><p> The popular zero-commission trading app also said it is adding a cryptocurrency gifting feature for users, which would be operational from Wednesday.</p><p><blockquote>这款广受欢迎的零佣金交易应用还表示，它正在为用户添加一项加密货币礼品功能，该功能将于周三开始运营。</blockquote></p><p> The money managing firm owns shares in Robinhood via three ETFs — the&nbsp;<b>ArkInnovation ETF</b></p><p><blockquote>这家资金管理公司通过三只 ETF 持有 Robinhood 的股票——<b>ArkInnovation ETF</b></blockquote></p><p> ARKK, the&nbsp;<b>Ark Fintech Innovation ETF</b>&nbsp;and the&nbsp;<b>Ark Next Generation Internet ETF</b>.</p><p><blockquote>方舟<b>方舟金融科技创新ETF</b>和<b>方舟下一代互联网ETF</b>.</blockquote></p><p> The three ETFs held 20.2 million shares — worth $364.8 million — in Robinhood, prior to Tuesday’s trade.</p><p><blockquote>在周二交易前，这三只 ETF 持有 Robinhood 2020 万股股票，价值 3.648 亿美元。</blockquote></p><p> Ark Invest also snapped up 23,414 shares — estimated to be worth $5.79 million — in cryptocurrency exchange desk Coinbase.</p><p><blockquote>Ark Invest 还抢购了加密货币交易所 Coinbase 的 23,414 股股票，估计价值 579 万美元。</blockquote></p><p> Coinbase shares closed 4.05% higher at $247.69 a share on Tuesday. The stock is down 24.5% so far this year.</p><p><blockquote>Coinbase 股价周二收盘上涨 4.05%，至每股 247.69 美元。今年迄今为止，该股已下跌 24.5%。</blockquote></p><p> <b>Coinbase</b>&nbsp;CEO&nbsp;<b>Brian Armstrong</b>&nbsp;told investors in November that the company is focused on long-term growth instead of a quarter-to-quarter investment as it grows the cryptocurrency economy.</p><p><blockquote><b>比特币基地</b>首席执行官<b>布莱恩·阿姆斯特朗</b>去年 11 月告诉投资者，随着加密货币经济的增长，该公司专注于长期增长，而不是逐季度投资。</blockquote></p><p> Ark Invest has mostly been piling shares in Coinbase since its direct listing on NASDAQ in April, while occasionally booking minor profits.</p><p><blockquote>自 4 月份在纳斯达克直接上市以来，Ark Invest 大部分时间都在增持 Coinbase 股票，偶尔也会录得小幅利润。</blockquote></p><p> The popular managing firm held 4.9 million shares — worth $1.18 billion — in Coinbase via three ETFs —&nbsp;ARKK, ARKF and ARKW — prior to Wednesday's trades.</p><p><blockquote>在周三交易之前，这家受欢迎的管理公司通过三只 ETF（ARKK、ARKF 和 ARKW）持有 Coinbase 490 万股股票，价值 11.8 亿美元。</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>Cathie Wood Loaded Up On These 2 Cryptocurrency-Related Stocks On Tuesday<blockquote>Cathie Wood 周二加载了这 2 只加密货币相关股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood Loaded Up On These 2 Cryptocurrency-Related Stocks On Tuesday<blockquote>Cathie Wood 周二加载了这 2 只加密货币相关股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time smaller\">2021-12-22 17:55</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>Cathie Wood'sArk Investment Management</b>&nbsp;on Monday further raised its exposure in cryptocurrency-related stocks&nbsp;<b>Robinhood Markets Inc</b>&nbsp;and&nbsp;<b>Coinbase Global Inc</b>.</p><p><blockquote><b>凯西·伍德的萨克投资管理公司</b>周一进一步增加了对加密货币相关股票的投资<b>罗宾汉市场公司</b>和<b>比特币基地全球公司</b>.</blockquote></p><p> The popular money manager bought 181,717 shares — estimated to be worth $3.44 million — in Robinhood, a financial platform that deals in stocks&nbsp;and cryptocurrencies.</p><p><blockquote>这位受欢迎的基金管理公司购买了 Robinhood 的 181,717 股股票，估计价值 344 万美元，Robinhood 是一个交易股票和加密货币的金融平台。</blockquote></p><p> Robinhood stock closed 4.99% higher in the regular session on Tuesday at $18.93 a share. The stock is down 45.6% since going public in July.</p><p><blockquote>Robinhood 股价周二常规交易时段收盘上涨 4.99%，至每股 18.93 美元。自7月份上市以来，该股已下跌45.6%。</blockquote></p><p> In a first, Robinhood acquired&nbsp;<b>Cove Markets</b>, a cross-exchange trading platform last week as it prepares to roll out&nbsp;cryptocurrency wallets.</p><p><blockquote>首先，罗宾汉收购了<b>海湾市场</b>上周，一个跨交易所交易平台准备推出加密货币钱包。</blockquote></p><p> The wallets would allow Robinhood users to deposit or withdraw cryptocurrencies like&nbsp;<b>Bitcoin</b>,<b>Ethereum</b>&nbsp;and&nbsp;<b>Dogecoin</b>.</p><p><blockquote>这些钱包将允许 Robinhood 用户存入或提取加密货币，例如<b>比特币</b>,<b>以太币</b>和<b>狗狗币</b>.</blockquote></p><p> The popular zero-commission trading app also said it is adding a cryptocurrency gifting feature for users, which would be operational from Wednesday.</p><p><blockquote>这款广受欢迎的零佣金交易应用还表示，它正在为用户添加一项加密货币礼品功能，该功能将于周三开始运营。</blockquote></p><p> The money managing firm owns shares in Robinhood via three ETFs — the&nbsp;<b>ArkInnovation ETF</b></p><p><blockquote>这家资金管理公司通过三只 ETF 持有 Robinhood 的股票——<b>ArkInnovation ETF</b></blockquote></p><p> ARKK, the&nbsp;<b>Ark Fintech Innovation ETF</b>&nbsp;and the&nbsp;<b>Ark Next Generation Internet ETF</b>.</p><p><blockquote>方舟<b>方舟金融科技创新ETF</b>和<b>方舟下一代互联网ETF</b>.</blockquote></p><p> The three ETFs held 20.2 million shares — worth $364.8 million — in Robinhood, prior to Tuesday’s trade.</p><p><blockquote>在周二交易前，这三只 ETF 持有 Robinhood 2020 万股股票，价值 3.648 亿美元。</blockquote></p><p> Ark Invest also snapped up 23,414 shares — estimated to be worth $5.79 million — in cryptocurrency exchange desk Coinbase.</p><p><blockquote>Ark Invest 还抢购了加密货币交易所 Coinbase 的 23,414 股股票，估计价值 579 万美元。</blockquote></p><p> Coinbase shares closed 4.05% higher at $247.69 a share on Tuesday. The stock is down 24.5% so far this year.</p><p><blockquote>Coinbase 股价周二收盘上涨 4.05%，至每股 247.69 美元。今年迄今为止，该股已下跌 24.5%。</blockquote></p><p> <b>Coinbase</b>&nbsp;CEO&nbsp;<b>Brian Armstrong</b>&nbsp;told investors in November that the company is focused on long-term growth instead of a quarter-to-quarter investment as it grows the cryptocurrency economy.</p><p><blockquote><b>比特币基地</b>首席执行官<b>布莱恩·阿姆斯特朗</b>去年 11 月告诉投资者，随着加密货币经济的增长，该公司专注于长期增长，而不是逐季度投资。</blockquote></p><p> Ark Invest has mostly been piling shares in Coinbase since its direct listing on NASDAQ in April, while occasionally booking minor profits.</p><p><blockquote>自 4 月份在纳斯达克直接上市以来，Ark Invest 大部分时间都在增持 Coinbase 股票，偶尔也会录得小幅利润。</blockquote></p><p> The popular managing firm held 4.9 million shares — worth $1.18 billion — in Coinbase via three ETFs —&nbsp;ARKK, ARKF and ARKW — prior to Wednesday's trades.</p><p><blockquote>在周三交易之前，这家受欢迎的管理公司通过三只 ETF（ARKK、ARKF 和 ARKW）持有 Coinbase 490 万股股票，价值 11.8 亿美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HOOD":"Robinhood","COIN":"Coinbase Global, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113551998","content_text":"Cathie Wood'sArk Investment Management on Monday further raised its exposure in cryptocurrency-related stocks Robinhood Markets Inc and Coinbase Global Inc.\nThe popular money manager bought 181,717 shares — estimated to be worth $3.44 million — in Robinhood, a financial platform that deals in stocks and cryptocurrencies.\nRobinhood stock closed 4.99% higher in the regular session on Tuesday at $18.93 a share. The stock is down 45.6% since going public in July.\nIn a first, Robinhood acquired Cove Markets, a cross-exchange trading platform last week as it prepares to roll out cryptocurrency wallets.\nThe wallets would allow Robinhood users to deposit or withdraw cryptocurrencies like Bitcoin,Ethereum and Dogecoin.\nThe popular zero-commission trading app also said it is adding a cryptocurrency gifting feature for users, which would be operational from Wednesday.\nThe money managing firm owns shares in Robinhood via three ETFs — the ArkInnovation ETF\nARKK, the Ark Fintech Innovation ETF and the Ark Next Generation Internet ETF.\nThe three ETFs held 20.2 million shares — worth $364.8 million — in Robinhood, prior to Tuesday’s trade.\nArk Invest also snapped up 23,414 shares — estimated to be worth $5.79 million — in cryptocurrency exchange desk Coinbase.\nCoinbase shares closed 4.05% higher at $247.69 a share on Tuesday. The stock is down 24.5% so far this year.\nCoinbase CEO Brian Armstrong told investors in November that the company is focused on long-term growth instead of a quarter-to-quarter investment as it grows the cryptocurrency economy.\nArk Invest has mostly been piling shares in Coinbase since its direct listing on NASDAQ in April, while occasionally booking minor profits.\nThe popular managing firm held 4.9 million shares — worth $1.18 billion — in Coinbase via three ETFs — ARKK, ARKF and ARKW — prior to Wednesday's trades.","news_type":1,"symbols_score_info":{"HOOD":0.9,"COIN":0.9}},"isVote":1,"tweetType":1,"viewCount":3741,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693749364,"gmtCreate":1640088225665,"gmtModify":1640088225971,"author":{"id":"3585830139314556","authorId":"3585830139314556","name":"ahleemama","avatar":"https://static.tigerbbs.com/9e5556ad29b085a364d6ea7d326015c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585830139314556","authorIdStr":"3585830139314556"},"themes":[],"title":"","htmlText":"Buy","listText":"Buy","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693749364","repostId":"2193159889","repostType":4,"isVote":1,"tweetType":1,"viewCount":2980,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693695273,"gmtCreate":1640011282286,"gmtModify":1640011302468,"author":{"id":"3585830139314556","authorId":"3585830139314556","name":"ahleemama","avatar":"https://static.tigerbbs.com/9e5556ad29b085a364d6ea7d326015c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585830139314556","authorIdStr":"3585830139314556"},"themes":[],"title":"","htmlText":"Buy","listText":"Buy","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693695273","repostId":"2192187525","repostType":4,"isVote":1,"tweetType":1,"viewCount":3259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693692992,"gmtCreate":1640011180841,"gmtModify":1640011181172,"author":{"id":"3585830139314556","authorId":"3585830139314556","name":"ahleemama","avatar":"https://static.tigerbbs.com/9e5556ad29b085a364d6ea7d326015c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585830139314556","authorIdStr":"3585830139314556"},"themes":[],"title":"","htmlText":"&nbsp;short squeeze","listText":"&nbsp;short squeeze","text":"short squeeze","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693692992","repostId":"1139958745","repostType":4,"repost":{"id":"1139958745","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1640010639,"share":"https://www.laohunote.com/m/news/1139958745?lang=zh_CN&edition=full","pubTime":"2021-12-20 22:30","market":"us","language":"en","title":"Dow falls 500 points to start the week as omicron continues to spook markets<blockquote>由于奥密克戎继续令市场感到恐慌，道琼斯指数本周初下跌 500 点</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1139958745","media":"Tiger Newspress","summary":"Stocks fell on Monday at the start of a holiday-shortened week of trading, with investors considerin","content":"<p>Stocks fell on Monday at&nbsp;the start of a holiday-shortened week of trading, with investors considering renewed virus-related restrictions overseas and prospects that a significant social policy bill may be scuttled.</p><p><blockquote>周一，在因假期而缩短的一周交易开始时，股市下跌，投资者正在考虑海外重新实施与病毒相关的限制，以及一项重大社会政策法案可能会被搁置的前景。</blockquote></p><p> The S&amp;P 500, Dow Nasdaq each dropped more than 1%. Treasury yields fell as investors piled into safe haven assets, and the benchmark 10-year yield held below 1.4%. The CBOE Volatility Index,or VIX,spiked more than 20% to hover above 25.</p><p><blockquote>标普500和道琼斯纳斯达克指数均下跌超过1%。随着投资者涌入避险资产，美国国债收益率下降，基准 10 年期国债收益率保持在 1.4% 以下。芝加哥期权交易所波动率指数 (VIX) 飙升超过 20%，徘徊在 25 以上。</blockquote></p><p> U.S. crude oil prices sank 3% to trade below $69 per barrel as restrictions mounted in Europe, stoking jitters around energy demand. Countries from&nbsp;Germany to Irelandimposed curfews or travel restrictions in recent days given the rapidly spreading new variant. And the Netherlands over the weekend&nbsp;announced a nationwide lockdown of non-essential stores, bars and restaurants&nbsp;until Jan. 14. As of this weekend, the Omicron variant&nbsp;had been reported in about 89 countries,with cases doubling every 1.5 to 3 days.</p><p><blockquote>由于欧洲限制措施加剧，引发能源需求担忧，美国原油价格下跌 3%，至每桶 69 美元以下。鉴于新变种的迅速传播，从德国到爱尔兰的国家最近几天实施了宵禁或旅行限制。荷兰周末宣布在全国范围内封锁非必需品商店、酒吧和餐馆，直至 1 月 14 日。截至本周末，约有 89 个国家报告了奥密克戎变种，病例每 1.5 至 3 天翻一番。</blockquote></p><p> Renewed fears over the economic impact of the Omicron variant compounded with last week's concerns for investors around the prospects of tighter monetary policy, with the Federal Reserve accelerating its rate of asset-purchase tapering and signaling three interest rate hikes could be coming next year. Last week, each of the three major indexes posted steep weekly losses. The Nasdaq Composite fell 3% and the S&amp;P 500 and Dow each dropped by nearly 2% for the week.</p><p><blockquote>对奥密克戎变体经济影响的新担忧，加上上周投资者对收紧货币政策前景的担忧，美联储加速缩减资产购买利率，并暗示明年可能会加息三次，这加剧了人们对奥密克戎变体经济影响的担忧。上周，三大股指均出现大幅周跌幅。纳斯达克综合指数本周下跌 3%，标普500指数和道琼斯指数本周均下跌近 2%。</blockquote></p><p> Still, other updates around the effect of current COVID-19 vaccines on the variant were more upbeat. Moderna (MRNA)said Monday that a booster,or a third dose, of its shot increased Omicron neutralizing antibody levels. This echoed results from&nbsp;Pfizer (PFE) and BioNTech (BNTX) from earlier this month&nbsp;about the effectiveness of their vaccine's third dose on neutralizing Omicron. Shares of Moderna gained more than 7% ahead of the opening bell.</p><p><blockquote>尽管如此，围绕当前 COVID-19 疫苗对该变种影响的其他更新更加乐观。Moderna (MRNA) 周一表示，其注射的加强剂或第三剂增加了奥密克戎中和抗体水平。这与辉瑞 (PFE) 和 BioNTech (BNTX) 本月早些时候关于其第三剂疫苗在中和奥密克戎方面的有效性的结果相呼应。Moderna 股价在开盘前上涨超过 7%。</blockquote></p><p> Investors also digested the unexpected news that Senator Joe Manchin (D., W. Va.) would not support President Joe Biden's $1.75 billion Build Back Better social policy bill. Manchin, speaking onFox News Sunday, said he had discussed with Democratic House and Senate leaders and Biden, but was unable to come to an agreement on the bill given concerns about inflation, the national debt and ongoing pandemic.</p><p><blockquote>投资者还消化了参议员乔·曼钦（民主党，西弗吉尼亚州）不会支持乔·拜登总统17.5亿美元的重建更好社会政策法案的意外消息。曼钦周日在接受 onFox News 采访时表示，他已与民主党众议院和参议院领导人以及拜登进行了讨论，但由于对通货膨胀、国债和持续的疫情的担忧，未能就该法案达成协议。</blockquote></p><p> White House Press Secretary Jen Psakireleased a statement&nbsp;calling Manchin's comments \"a sudden and inexplicable reversal in his position,\" and said the administration would work to move forward with the legislation next year.</p><p><blockquote>白宫新闻秘书珍·普萨基发表声明，称曼钦的言论是“他立场的突然和莫名其妙的逆转”，并表示政府将努力在明年推进立法。</blockquote></p><p> Still, Goldman Sachs this weekend&nbsp;slashed its quarter GDP forecasts for 2022following Manchin's withdrawal of support for the bill. The economists, led by Jan Hatzius, said they expected the \"fiscal impulse will be somewhat more negative\" than previously expected next year, in absence of the spending on social and climate-related policies included in the bill. The firm lowered its U.S. GDP forecast to 2% from 3% for the first quarter of 2022, to 3% from 3.5% for the second quarter, and to 2.75% from 3% for the third quarter.</p><p><blockquote>尽管如此，在曼钦撤回对该法案的支持后，高盛本周末下调了 2022 年季度 GDP 预测。以扬·哈齐乌斯 (Jan Hatzius) 为首的经济学家表示，在法案中没有社会和气候相关政策支出的情况下，他们预计明年的“财政刺激将比之前预期的更加负面”。该公司将美国 GDP 预测从 2022 年第一季度的 3% 下调至 2%，从第二季度的 3.5% 下调至 3%，从第三季度的 3% 下调至 2.75%。</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>Dow falls 500 points to start the week as omicron continues to spook markets<blockquote>由于奥密克戎继续令市场感到恐慌，道琼斯指数本周初下跌 500 点</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\">\nDow falls 500 points to start the week as omicron continues to spook markets<blockquote>由于奥密克戎继续令市场感到恐慌，道琼斯指数本周初下跌 500 点</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-20 22:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Stocks fell on Monday at&nbsp;the start of a holiday-shortened week of trading, with investors considering renewed virus-related restrictions overseas and prospects that a significant social policy bill may be scuttled.</p><p><blockquote>周一，在因假期而缩短的一周交易开始时，股市下跌，投资者正在考虑海外重新实施与病毒相关的限制，以及一项重大社会政策法案可能会被搁置的前景。</blockquote></p><p> The S&amp;P 500, Dow Nasdaq each dropped more than 1%. Treasury yields fell as investors piled into safe haven assets, and the benchmark 10-year yield held below 1.4%. The CBOE Volatility Index,or VIX,spiked more than 20% to hover above 25.</p><p><blockquote>标普500和道琼斯纳斯达克指数均下跌超过1%。随着投资者涌入避险资产，美国国债收益率下降，基准 10 年期国债收益率保持在 1.4% 以下。芝加哥期权交易所波动率指数 (VIX) 飙升超过 20%，徘徊在 25 以上。</blockquote></p><p> U.S. crude oil prices sank 3% to trade below $69 per barrel as restrictions mounted in Europe, stoking jitters around energy demand. Countries from&nbsp;Germany to Irelandimposed curfews or travel restrictions in recent days given the rapidly spreading new variant. And the Netherlands over the weekend&nbsp;announced a nationwide lockdown of non-essential stores, bars and restaurants&nbsp;until Jan. 14. As of this weekend, the Omicron variant&nbsp;had been reported in about 89 countries,with cases doubling every 1.5 to 3 days.</p><p><blockquote>由于欧洲限制措施加剧，引发能源需求担忧，美国原油价格下跌 3%，至每桶 69 美元以下。鉴于新变种的迅速传播，从德国到爱尔兰的国家最近几天实施了宵禁或旅行限制。荷兰周末宣布在全国范围内封锁非必需品商店、酒吧和餐馆，直至 1 月 14 日。截至本周末，约有 89 个国家报告了奥密克戎变种，病例每 1.5 至 3 天翻一番。</blockquote></p><p> Renewed fears over the economic impact of the Omicron variant compounded with last week's concerns for investors around the prospects of tighter monetary policy, with the Federal Reserve accelerating its rate of asset-purchase tapering and signaling three interest rate hikes could be coming next year. Last week, each of the three major indexes posted steep weekly losses. The Nasdaq Composite fell 3% and the S&amp;P 500 and Dow each dropped by nearly 2% for the week.</p><p><blockquote>对奥密克戎变体经济影响的新担忧，加上上周投资者对收紧货币政策前景的担忧，美联储加速缩减资产购买利率，并暗示明年可能会加息三次，这加剧了人们对奥密克戎变体经济影响的担忧。上周，三大股指均出现大幅周跌幅。纳斯达克综合指数本周下跌 3%，标普500指数和道琼斯指数本周均下跌近 2%。</blockquote></p><p> Still, other updates around the effect of current COVID-19 vaccines on the variant were more upbeat. Moderna (MRNA)said Monday that a booster,or a third dose, of its shot increased Omicron neutralizing antibody levels. This echoed results from&nbsp;Pfizer (PFE) and BioNTech (BNTX) from earlier this month&nbsp;about the effectiveness of their vaccine's third dose on neutralizing Omicron. Shares of Moderna gained more than 7% ahead of the opening bell.</p><p><blockquote>尽管如此，围绕当前 COVID-19 疫苗对该变种影响的其他更新更加乐观。Moderna (MRNA) 周一表示，其注射的加强剂或第三剂增加了奥密克戎中和抗体水平。这与辉瑞 (PFE) 和 BioNTech (BNTX) 本月早些时候关于其第三剂疫苗在中和奥密克戎方面的有效性的结果相呼应。Moderna 股价在开盘前上涨超过 7%。</blockquote></p><p> Investors also digested the unexpected news that Senator Joe Manchin (D., W. Va.) would not support President Joe Biden's $1.75 billion Build Back Better social policy bill. Manchin, speaking onFox News Sunday, said he had discussed with Democratic House and Senate leaders and Biden, but was unable to come to an agreement on the bill given concerns about inflation, the national debt and ongoing pandemic.</p><p><blockquote>投资者还消化了参议员乔·曼钦（民主党，西弗吉尼亚州）不会支持乔·拜登总统17.5亿美元的重建更好社会政策法案的意外消息。曼钦周日在接受 onFox News 采访时表示，他已与民主党众议院和参议院领导人以及拜登进行了讨论，但由于对通货膨胀、国债和持续的疫情的担忧，未能就该法案达成协议。</blockquote></p><p> White House Press Secretary Jen Psakireleased a statement&nbsp;calling Manchin's comments \"a sudden and inexplicable reversal in his position,\" and said the administration would work to move forward with the legislation next year.</p><p><blockquote>白宫新闻秘书珍·普萨基发表声明，称曼钦的言论是“他立场的突然和莫名其妙的逆转”，并表示政府将努力在明年推进立法。</blockquote></p><p> Still, Goldman Sachs this weekend&nbsp;slashed its quarter GDP forecasts for 2022following Manchin's withdrawal of support for the bill. The economists, led by Jan Hatzius, said they expected the \"fiscal impulse will be somewhat more negative\" than previously expected next year, in absence of the spending on social and climate-related policies included in the bill. The firm lowered its U.S. GDP forecast to 2% from 3% for the first quarter of 2022, to 3% from 3.5% for the second quarter, and to 2.75% from 3% for the third quarter.</p><p><blockquote>尽管如此，在曼钦撤回对该法案的支持后，高盛本周末下调了 2022 年季度 GDP 预测。以扬·哈齐乌斯 (Jan Hatzius) 为首的经济学家表示，在法案中没有社会和气候相关政策支出的情况下，他们预计明年的“财政刺激将比之前预期的更加负面”。该公司将美国 GDP 预测从 2022 年第一季度的 3% 下调至 2%，从第二季度的 3.5% 下调至 3%，从第三季度的 3% 下调至 2.75%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139958745","content_text":"Stocks fell on Monday at the start of a holiday-shortened week of trading, with investors considering renewed virus-related restrictions overseas and prospects that a significant social policy bill may be scuttled.\nThe S&P 500, Dow Nasdaq each dropped more than 1%. Treasury yields fell as investors piled into safe haven assets, and the benchmark 10-year yield held below 1.4%. The CBOE Volatility Index,or VIX,spiked more than 20% to hover above 25.\nU.S. crude oil prices sank 3% to trade below $69 per barrel as restrictions mounted in Europe, stoking jitters around energy demand. Countries from Germany to Irelandimposed curfews or travel restrictions in recent days given the rapidly spreading new variant. And the Netherlands over the weekend announced a nationwide lockdown of non-essential stores, bars and restaurants until Jan. 14. As of this weekend, the Omicron variant had been reported in about 89 countries,with cases doubling every 1.5 to 3 days.\nRenewed fears over the economic impact of the Omicron variant compounded with last week's concerns for investors around the prospects of tighter monetary policy, with the Federal Reserve accelerating its rate of asset-purchase tapering and signaling three interest rate hikes could be coming next year. Last week, each of the three major indexes posted steep weekly losses. The Nasdaq Composite fell 3% and the S&P 500 and Dow each dropped by nearly 2% for the week.\nStill, other updates around the effect of current COVID-19 vaccines on the variant were more upbeat. Moderna (MRNA)said Monday that a booster,or a third dose, of its shot increased Omicron neutralizing antibody levels. This echoed results from Pfizer (PFE) and BioNTech (BNTX) from earlier this month about the effectiveness of their vaccine's third dose on neutralizing Omicron. Shares of Moderna gained more than 7% ahead of the opening bell.\nInvestors also digested the unexpected news that Senator Joe Manchin (D., W. Va.) would not support President Joe Biden's $1.75 billion Build Back Better social policy bill. Manchin, speaking onFox News Sunday, said he had discussed with Democratic House and Senate leaders and Biden, but was unable to come to an agreement on the bill given concerns about inflation, the national debt and ongoing pandemic.\nWhite House Press Secretary Jen Psakireleased a statement calling Manchin's comments \"a sudden and inexplicable reversal in his position,\" and said the administration would work to move forward with the legislation next year.\nStill, Goldman Sachs this weekend slashed its quarter GDP forecasts for 2022following Manchin's withdrawal of support for the bill. The economists, led by Jan Hatzius, said they expected the \"fiscal impulse will be somewhat more negative\" than previously expected next year, in absence of the spending on social and climate-related policies included in the bill. The firm lowered its U.S. GDP forecast to 2% from 3% for the first quarter of 2022, to 3% from 3.5% for the second quarter, and to 2.75% from 3% for the third quarter.","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":3457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699940064,"gmtCreate":1639742629863,"gmtModify":1639742630172,"author":{"id":"3585830139314556","authorId":"3585830139314556","name":"ahleemama","avatar":"https://static.tigerbbs.com/9e5556ad29b085a364d6ea7d326015c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585830139314556","authorIdStr":"3585830139314556"},"themes":[],"title":"","htmlText":"Retire 10years later","listText":"Retire 10years later","text":"Retire 10years later","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699940064","repostId":"2192927938","repostType":4,"isVote":1,"tweetType":1,"viewCount":1441,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690843947,"gmtCreate":1639658042996,"gmtModify":1639658043316,"author":{"id":"3585830139314556","authorId":"3585830139314556","name":"ahleemama","avatar":"https://static.tigerbbs.com/9e5556ad29b085a364d6ea7d326015c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585830139314556","authorIdStr":"3585830139314556"},"themes":[],"title":"","htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690843947","repostId":"1115875205","repostType":4,"repost":{"id":"1115875205","kind":"news","pubTimestamp":1639655888,"share":"https://www.laohunote.com/m/news/1115875205?lang=zh_CN&edition=full","pubTime":"2021-12-16 19:58","market":"us","language":"en","title":"Worthington EPS beats by $0.26, beats on revenue<blockquote>沃星顿每股收益超过预期 0.26 美元，营收超过预期</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1115875205","media":"Seeking Alpha","summary":"Worthington(NYSE:WOR): Q2 Non-GAAP EPS of $2.12beats by $0.26; GAAP EPS of $2.15beats by $0.57.\nReve","content":"<p><ul>  <li>Worthington(NYSE:WOR): Q2 Non-GAAP EPS of $2.12beats by $0.26; GAAP EPS of $2.15beats by $0.57.</li>  <li>Revenue of $1.2B (+64.1% Y/Y)beats by $10M.</li>  <li>“We are optimistic that we will continue to see healthy demand across our key end markets, and we are very excited to have recently closed on our largest acquisition to date with the purchase of Tempel Steel. The addition of Tempel makes us a global leader in the electrical steel market complementing our existing sustainable mobility offerings in lightweighting and hydrogen and positioning us to more widely serve rapidly growing global markets for electric vehicles and electricity infrastructure,” said President and CEO&nbsp;Andy Rose.</li> </ul></p><p><blockquote><ul><li>沃星顿（纽约证券交易所股票代码：WOR）：第二季度非 GAAP 每股收益为 2.12 美元，超出 0.26 美元；GAAP 每股收益为 2.15 美元，超出 0.57 美元。</li><li>收入 1.2B 美元（同比增长 64.1%）超过预期 1000 万美元。</li><li>“我们乐观地认为，我们的主要终端市场将继续保持健康的需求，我们非常高兴最近完成了迄今为止最大的一笔收购，收购了坦普尔钢铁公司。坦普尔的加入使我们成为电工钢市场的全球领导者，补充了我们现有的轻量化和氢能可持续移动产品，并使我们能够更广泛地服务于快速增长的全球电动汽车和电力基础设施市场，”总裁兼首席执行官安迪-罗斯（Andy Rose）说。</li></ul></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Worthington EPS beats by $0.26, beats on revenue<blockquote>沃星顿每股收益超过预期 0.26 美元，营收超过预期</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\">\nWorthington EPS beats by $0.26, beats on revenue<blockquote>沃星顿每股收益超过预期 0.26 美元，营收超过预期</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-16 19:58</span>\n</p>\n</h4>\n</header>\n<article>\n<p><ul>  <li>Worthington(NYSE:WOR): Q2 Non-GAAP EPS of $2.12beats by $0.26; GAAP EPS of $2.15beats by $0.57.</li>  <li>Revenue of $1.2B (+64.1% Y/Y)beats by $10M.</li>  <li>“We are optimistic that we will continue to see healthy demand across our key end markets, and we are very excited to have recently closed on our largest acquisition to date with the purchase of Tempel Steel. The addition of Tempel makes us a global leader in the electrical steel market complementing our existing sustainable mobility offerings in lightweighting and hydrogen and positioning us to more widely serve rapidly growing global markets for electric vehicles and electricity infrastructure,” said President and CEO&nbsp;Andy Rose.</li> </ul></p><p><blockquote><ul><li>沃星顿（纽约证券交易所股票代码：WOR）：第二季度非 GAAP 每股收益为 2.12 美元，超出 0.26 美元；GAAP 每股收益为 2.15 美元，超出 0.57 美元。</li><li>收入 1.2B 美元（同比增长 64.1%）超过预期 1000 万美元。</li><li>“我们乐观地认为，我们的主要终端市场将继续保持健康的需求，我们非常高兴最近完成了迄今为止最大的一笔收购，收购了坦普尔钢铁公司。坦普尔的加入使我们成为电工钢市场的全球领导者，补充了我们现有的轻量化和氢能可持续移动产品，并使我们能够更广泛地服务于快速增长的全球电动汽车和电力基础设施市场，”总裁兼首席执行官安迪-罗斯（Andy Rose）说。</li></ul></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3780677-worthington-eps-beats-0_26-beats-on-revenue\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WOR":"Worthington Industries Inc"},"source_url":"https://seekingalpha.com/news/3780677-worthington-eps-beats-0_26-beats-on-revenue","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115875205","content_text":"Worthington(NYSE:WOR): Q2 Non-GAAP EPS of $2.12beats by $0.26; GAAP EPS of $2.15beats by $0.57.\nRevenue of $1.2B (+64.1% Y/Y)beats by $10M.\n“We are optimistic that we will continue to see healthy demand across our key end markets, and we are very excited to have recently closed on our largest acquisition to date with the purchase of Tempel Steel. The addition of Tempel makes us a global leader in the electrical steel market complementing our existing sustainable mobility offerings in lightweighting and hydrogen and positioning us to more widely serve rapidly growing global markets for electric vehicles and electricity infrastructure,” said President and CEO Andy Rose.","news_type":1,"symbols_score_info":{"WOR":0.9}},"isVote":1,"tweetType":1,"viewCount":1414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690849431,"gmtCreate":1639658031836,"gmtModify":1639658032119,"author":{"id":"3585830139314556","authorId":"3585830139314556","name":"ahleemama","avatar":"https://static.tigerbbs.com/9e5556ad29b085a364d6ea7d326015c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585830139314556","authorIdStr":"3585830139314556"},"themes":[],"title":"","htmlText":"Gd job","listText":"Gd job","text":"Gd job","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690849431","repostId":"1179149645","repostType":4,"repost":{"id":"1179149645","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1639656204,"share":"https://www.laohunote.com/m/news/1179149645?lang=zh_CN&edition=full","pubTime":"2021-12-16 20:03","market":"us","language":"en","title":"Bank of England surprises again, this time with hike to 25bp from 10bp<blockquote>英国央行再次出人意料，这次从 10 个基点加息至 25 个基点</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1179149645","media":"Tiger Newspress","summary":"Bank of England surprises again, this time with hike to 25bp from 10bp,its vote to hike rates was 8 ","content":"<p>Bank of England surprises again, this time with hike to 25bp from 10bp,its vote to hike rates was 8 to 1.</p><p><blockquote>英国央行再次出人意料，这次从10个基点加息至25个基点，加息票数为8比1。</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>Bank of England surprises again, this time with hike to 25bp from 10bp<blockquote>英国央行再次出人意料，这次从 10 个基点加息至 25 个基点</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\">\nBank of England surprises again, this time with hike to 25bp from 10bp<blockquote>英国央行再次出人意料，这次从 10 个基点加息至 25 个基点</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-16 20:03</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Bank of England surprises again, this time with hike to 25bp from 10bp,its vote to hike rates was 8 to 1.</p><p><blockquote>英国央行再次出人意料，这次从10个基点加息至25个基点，加息票数为8比1。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179149645","content_text":"Bank of England surprises again, this time with hike to 25bp from 10bp,its vote to hike rates was 8 to 1.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690853820,"gmtCreate":1639657271019,"gmtModify":1639657271331,"author":{"id":"3585830139314556","authorId":"3585830139314556","name":"ahleemama","avatar":"https://static.tigerbbs.com/9e5556ad29b085a364d6ea7d326015c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585830139314556","authorIdStr":"3585830139314556"},"themes":[],"title":"","htmlText":"Sure","listText":"Sure","text":"Sure","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690853820","repostId":"1122700546","repostType":4,"repost":{"id":"1122700546","kind":"news","pubTimestamp":1639656448,"share":"https://www.laohunote.com/m/news/1122700546?lang=zh_CN&edition=full","pubTime":"2021-12-16 20:07","market":"us","language":"en","title":"Shopify rallies after Evercore ISI calls out +25% upside potential<blockquote>Evercore ISI 评级 +25% 的上涨潜力后 Shopify 上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1122700546","media":"Seeking Alpha","summary":"Evercore ISI upgrades Shopify(NYSE:SHOP)to an Outperform rating after having it lined up at In Line.","content":"<p><ul>  <li>Evercore ISI upgrades Shopify(NYSE:SHOP)to an Outperform rating after having it lined up at In Line.</li>  <li>Analyst Mark Mahaney says the stock is dislocated at 20% off their YTD highs and with a forward EV/sales multiple of 24X that is at a pre-pandemic level. Mahaney and team also view SHOP as one of the highest quality assets in their coverage, noting the 2021-2023 Revenue CAGR of 34% is the fastest among all the Mega and Large Cap coverage. Growth opportunities and option value are also called out.</li>  <li>Shares of SHOP are&nbsp;up 3.08%&nbsp;in premarket action to $1,410.26.</li>  <li>Evercore ISI assigns a price target of $1,770 to rep 29% upside potential and stands above the&nbsp;average Wall Street PT of $1,698.19.</li> </ul></p><p><blockquote><ul><li>Evercore ISI 将 Shopify（纽约证券交易所股票代码：SHOP）的评级上调至跑赢大盘。</li><li>分析师马克·马哈尼 (Mark Mahaney) 表示，该股较年初至今高点下跌 20%，远期电动汽车/销售倍数为 24 倍，处于大流行前的水平。Mahaney 和团队还将 SHOP 视为其覆盖范围内质量最高的资产之一，并指出 2021-2023 年 34% 的收入复合年增长率是所有大型和大盘股覆盖范围中最快的。增长机会和期权价值也被指出。</li><li>SHOP 股价在盘前上涨 3.08%，至 1,410.26 美元。</li><li>Evercore ISI 将目标价定为 1,770 美元，代表 29% 的上涨潜力，高于华尔街平均 1,698.19 美元。</li></ul></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Shopify rallies after Evercore ISI calls out +25% upside potential<blockquote>Evercore ISI 评级 +25% 的上涨潜力后 Shopify 上涨</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\">\nShopify rallies after Evercore ISI calls out +25% upside potential<blockquote>Evercore ISI 评级 +25% 的上涨潜力后 Shopify 上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-16 20:07</span>\n</p>\n</h4>\n</header>\n<article>\n<p><ul>  <li>Evercore ISI upgrades Shopify(NYSE:SHOP)to an Outperform rating after having it lined up at In Line.</li>  <li>Analyst Mark Mahaney says the stock is dislocated at 20% off their YTD highs and with a forward EV/sales multiple of 24X that is at a pre-pandemic level. Mahaney and team also view SHOP as one of the highest quality assets in their coverage, noting the 2021-2023 Revenue CAGR of 34% is the fastest among all the Mega and Large Cap coverage. Growth opportunities and option value are also called out.</li>  <li>Shares of SHOP are&nbsp;up 3.08%&nbsp;in premarket action to $1,410.26.</li>  <li>Evercore ISI assigns a price target of $1,770 to rep 29% upside potential and stands above the&nbsp;average Wall Street PT of $1,698.19.</li> </ul></p><p><blockquote><ul><li>Evercore ISI 将 Shopify（纽约证券交易所股票代码：SHOP）的评级上调至跑赢大盘。</li><li>分析师马克·马哈尼 (Mark Mahaney) 表示，该股较年初至今高点下跌 20%，远期电动汽车/销售倍数为 24 倍，处于大流行前的水平。Mahaney 和团队还将 SHOP 视为其覆盖范围内质量最高的资产之一，并指出 2021-2023 年 34% 的收入复合年增长率是所有大型和大盘股覆盖范围中最快的。增长机会和期权价值也被指出。</li><li>SHOP 股价在盘前上涨 3.08%，至 1,410.26 美元。</li><li>Evercore ISI 将目标价定为 1,770 美元，代表 29% 的上涨潜力，高于华尔街平均 1,698.19 美元。</li></ul></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3780681-shopify-rallies-after-evercore-isi-calls-out-25-upside-potential\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SHOP":"Shopify Inc"},"source_url":"https://seekingalpha.com/news/3780681-shopify-rallies-after-evercore-isi-calls-out-25-upside-potential","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122700546","content_text":"Evercore ISI upgrades Shopify(NYSE:SHOP)to an Outperform rating after having it lined up at In Line.\nAnalyst Mark Mahaney says the stock is dislocated at 20% off their YTD highs and with a forward EV/sales multiple of 24X that is at a pre-pandemic level. Mahaney and team also view SHOP as one of the highest quality assets in their coverage, noting the 2021-2023 Revenue CAGR of 34% is the fastest among all the Mega and Large Cap coverage. Growth opportunities and option value are also called out.\nShares of SHOP are up 3.08% in premarket action to $1,410.26.\nEvercore ISI assigns a price target of $1,770 to rep 29% upside potential and stands above the average Wall Street PT of $1,698.19.","news_type":1,"symbols_score_info":{"SHOP":0.9}},"isVote":1,"tweetType":1,"viewCount":1444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607578386,"gmtCreate":1639572305427,"gmtModify":1639572305718,"author":{"id":"3585830139314556","authorId":"3585830139314556","name":"ahleemama","avatar":"https://static.tigerbbs.com/9e5556ad29b085a364d6ea7d326015c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585830139314556","authorIdStr":"3585830139314556"},"themes":[],"title":"","htmlText":"PANIC SELL","listText":"PANIC SELL","text":"PANIC SELL","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607578386","repostId":"2191967035","repostType":4,"isVote":1,"tweetType":1,"viewCount":1823,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607307192,"gmtCreate":1639485087999,"gmtModify":1639485088304,"author":{"id":"3585830139314556","authorId":"3585830139314556","name":"ahleemama","avatar":"https://static.tigerbbs.com/9e5556ad29b085a364d6ea7d326015c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585830139314556","authorIdStr":"3585830139314556"},"themes":[],"title":"","htmlText":"the big short","listText":"the big short","text":"the big short","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/607307192","repostId":"1133719042","repostType":4,"repost":{"id":"1133719042","kind":"news","pubTimestamp":1639482751,"share":"https://www.laohunote.com/m/news/1133719042?lang=zh_CN&edition=full","pubTime":"2021-12-14 19:52","market":"us","language":"en","title":"Omicron variant and threat of higher interest rates cause investors to hoard cash: BofA<blockquote>美国银行：奥密克戎变体和加息威胁导致投资者囤积现金</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1133719042","media":"Yahoo Finance","summary":"While traders are making bank chasing Apple to a $3 trillion market cap, many in the market are addi","content":"<p>While traders are&nbsp;making bank&nbsp;chasing Apple to a $3 trillion market cap, many in the market are adding cash to their accounts amid heightened concerns around the Omicron variant and a&nbsp;more hawkish Federal Reserve.</p><p><blockquote>虽然交易员让银行追逐苹果的市值达到 3 万亿美元，但由于对 Omicron 变体和更加鹰派的美联储的担忧加剧，市场上的许多人正在向他们的账户中增加现金。</blockquote></p><p> Bank of America's monthly fund manager survey out Tuesday found cash allocation among investors surged 14 percentage points in December from November. Fund managers were net 36% overweight cash, the highest allocation to the asset class since May 2020.</p><p><blockquote>美国银行周二发布的月度基金经理调查发现，12 月份投资者的现金配置比 11 月份激增了 14 个百分点。基金经理净持有 36% 的跑赢大盘现金，这是自 2020 年 5 月以来该资产类别的最高配置。</blockquote></p><p> Besides cash, investors also rotated into defensive sectors of the market such as health care and REITs.</p><p><blockquote>除了现金，投资者还转向医疗保健和房地产投资信托基金等市场防御性板块。</blockquote></p><p> \"Hawkish central banks spark a surge in cash and more defensive asset allocation,\" explains BofA strategist Michael Hartnett.</p><p><blockquote>美国银行策略师迈克尔·哈内特解释说：“鹰派央行引发了现金激增和更具防御性的资产配置。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c7dfdaad87d0faff91f9de8e5f52fafa\" tg-width=\"705\" tg-height=\"459\" width=\"100%\" height=\"auto\">The cash bulls could unwind, Hartnett hints, if the Fed is a little less hawkish on policy at its meeting this week.</p><p><blockquote>哈奈特暗示，如果美联储在本周的会议上对政策不那么鹰派，现金多头可能会放松。</blockquote></p><p> \"If December FOMC [meeting] is dovish, crypto, unprofitable tech, banks, EM would rally… if hawkish, cash stays cash,\" Hartnett adds.</p><p><blockquote>“如果 12 月 FOMC（会议）鸽派，加密货币、无利可图的科技股、银行、新兴市场将会反弹……如果鹰派，现金将保持现金，”哈特内特补充道。</blockquote></p><p> Decreased investor appetite for risk-taking right now — and more appetite to raise cash — could be seen in the yawning bearishness in meme stocks.</p><p><blockquote>目前投资者承担风险的偏好下降，以及筹集现金的偏好增加，这可以从模因股票的看跌情绪中看出。</blockquote></p><p> Shares of&nbsp;GameStop&nbsp;and&nbsp;AMC&nbsp;dropped 4% and 6%, respectively, in pre-market trading Tuesday. On Monday,AMC's stock crashed 15% while GameStop tanked 13%.</p><p><blockquote>游戏驿站和 AMC 的股价在周二盘前交易中分别下跌 4% 和 6%。周一， AMC 股价暴跌 15%， 游戏驿站股价暴跌 13%。</blockquote></p><p> Both popular meme stocks are down more than 60% from their highs achieved earlier in the year, when owning cash wasn't exactly in favor.</p><p><blockquote>这两只热门模因股票均较今年早些时候创下的高点下跌了 60% 以上，当时持有现金并不完全有利。</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>Omicron variant and threat of higher interest rates cause investors to hoard cash: BofA<blockquote>美国银行：奥密克戎变体和加息威胁导致投资者囤积现金</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\">\nOmicron variant and threat of higher interest rates cause investors to hoard cash: BofA<blockquote>美国银行：奥密克戎变体和加息威胁导致投资者囤积现金</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Yahoo Finance</strong><span class=\"h-time small\">2021-12-14 19:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p>While traders are&nbsp;making bank&nbsp;chasing Apple to a $3 trillion market cap, many in the market are adding cash to their accounts amid heightened concerns around the Omicron variant and a&nbsp;more hawkish Federal Reserve.</p><p><blockquote>虽然交易员让银行追逐苹果的市值达到 3 万亿美元，但由于对 Omicron 变体和更加鹰派的美联储的担忧加剧，市场上的许多人正在向他们的账户中增加现金。</blockquote></p><p> Bank of America's monthly fund manager survey out Tuesday found cash allocation among investors surged 14 percentage points in December from November. Fund managers were net 36% overweight cash, the highest allocation to the asset class since May 2020.</p><p><blockquote>美国银行周二发布的月度基金经理调查发现，12 月份投资者的现金配置比 11 月份激增了 14 个百分点。基金经理净持有 36% 的跑赢大盘现金，这是自 2020 年 5 月以来该资产类别的最高配置。</blockquote></p><p> Besides cash, investors also rotated into defensive sectors of the market such as health care and REITs.</p><p><blockquote>除了现金，投资者还转向医疗保健和房地产投资信托基金等市场防御性板块。</blockquote></p><p> \"Hawkish central banks spark a surge in cash and more defensive asset allocation,\" explains BofA strategist Michael Hartnett.</p><p><blockquote>美国银行策略师迈克尔·哈内特解释说：“鹰派央行引发了现金激增和更具防御性的资产配置。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c7dfdaad87d0faff91f9de8e5f52fafa\" tg-width=\"705\" tg-height=\"459\" width=\"100%\" height=\"auto\">The cash bulls could unwind, Hartnett hints, if the Fed is a little less hawkish on policy at its meeting this week.</p><p><blockquote>哈奈特暗示，如果美联储在本周的会议上对政策不那么鹰派，现金多头可能会放松。</blockquote></p><p> \"If December FOMC [meeting] is dovish, crypto, unprofitable tech, banks, EM would rally… if hawkish, cash stays cash,\" Hartnett adds.</p><p><blockquote>“如果 12 月 FOMC（会议）鸽派，加密货币、无利可图的科技股、银行、新兴市场将会反弹……如果鹰派，现金将保持现金，”哈特内特补充道。</blockquote></p><p> Decreased investor appetite for risk-taking right now — and more appetite to raise cash — could be seen in the yawning bearishness in meme stocks.</p><p><blockquote>目前投资者承担风险的偏好下降，以及筹集现金的偏好增加，这可以从模因股票的看跌情绪中看出。</blockquote></p><p> Shares of&nbsp;GameStop&nbsp;and&nbsp;AMC&nbsp;dropped 4% and 6%, respectively, in pre-market trading Tuesday. On Monday,AMC's stock crashed 15% while GameStop tanked 13%.</p><p><blockquote>游戏驿站和 AMC 的股价在周二盘前交易中分别下跌 4% 和 6%。周一， AMC 股价暴跌 15%， 游戏驿站股价暴跌 13%。</blockquote></p><p> Both popular meme stocks are down more than 60% from their highs achieved earlier in the year, when owning cash wasn't exactly in favor.</p><p><blockquote>这两只热门模因股票均较今年早些时候创下的高点下跌了 60% 以上，当时持有现金并不完全有利。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/omicron-variant-and-threat-of-higher-interest-rates-cause-investors-to-hoard-cash-bof-a-114603519.html\">Yahoo Finance</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":{"BAC":"美国银行"},"source_url":"https://finance.yahoo.com/news/omicron-variant-and-threat-of-higher-interest-rates-cause-investors-to-hoard-cash-bof-a-114603519.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133719042","content_text":"While traders are making bank chasing Apple to a $3 trillion market cap, many in the market are adding cash to their accounts amid heightened concerns around the Omicron variant and a more hawkish Federal Reserve.\nBank of America's monthly fund manager survey out Tuesday found cash allocation among investors surged 14 percentage points in December from November. Fund managers were net 36% overweight cash, the highest allocation to the asset class since May 2020.\nBesides cash, investors also rotated into defensive sectors of the market such as health care and REITs.\n\"Hawkish central banks spark a surge in cash and more defensive asset allocation,\" explains BofA strategist Michael Hartnett.\nThe cash bulls could unwind, Hartnett hints, if the Fed is a little less hawkish on policy at its meeting this week.\n\"If December FOMC [meeting] is dovish, crypto, unprofitable tech, banks, EM would rally… if hawkish, cash stays cash,\" Hartnett adds.\nDecreased investor appetite for risk-taking right now — and more appetite to raise cash — could be seen in the yawning bearishness in meme stocks.\nShares of GameStop and AMC dropped 4% and 6%, respectively, in pre-market trading Tuesday. On Monday,AMC's stock crashed 15% while GameStop tanked 13%.\nBoth popular meme stocks are down more than 60% from their highs achieved earlier in the year, when owning cash wasn't exactly in favor.","news_type":1,"symbols_score_info":{"BAC":0.9}},"isVote":1,"tweetType":1,"viewCount":1350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604273768,"gmtCreate":1639407528141,"gmtModify":1639407529232,"author":{"id":"3585830139314556","authorId":"3585830139314556","name":"ahleemama","avatar":"https://static.tigerbbs.com/9e5556ad29b085a364d6ea7d326015c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585830139314556","authorIdStr":"3585830139314556"},"themes":[],"title":"","htmlText":"BULL","listText":"BULL","text":"BULL","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/604273768","repostId":"1189054531","repostType":4,"repost":{"id":"1189054531","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1639406050,"share":"https://www.laohunote.com/m/news/1189054531?lang=zh_CN&edition=full","pubTime":"2021-12-13 22:34","market":"us","language":"en","title":"U.S. stocks open softer to kick off second full week of December ahead of Fed meeting<blockquote>在美联储会议之前，美国股市开盘走软，拉开了 12 月第二个完整周的序幕</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1189054531","media":"Tiger Newspress","summary":"The S&P 500 was steady on Monday after the index notched its best week since February and a fresh re","content":"<p>The S&amp;P 500 was steady on Monday after the index notched its best week since February and a fresh record close, rebounding from a big sell-off triggered by fears of the omicron coronavirus variant.</p><p><blockquote>标普500周一保持稳定，此前该指数创下 2 月份以来最好的一周，并创下新纪录收盘，从对 omicron 冠状病毒变种的担忧引发的大幅抛售中反弹。</blockquote></p><p> The S&amp;P 500 inched down 0.1% and sits about 0.8% from its intra-day record. The Dow Jones Industrial Average traded 30 points lower, or 0.1%. The technology-focused Nasdaq Composite was down 0.15%.</p><p><blockquote>标普500指数小幅下跌 0.1%，较盘中纪录下跌约 0.8%。道琼斯工业平均指数下跌 30 点，跌幅 0.1%。以科技为主的纳斯达克综合指数下跌 0.15%。</blockquote></p><p> Modernashares were among the strongest gainers Monday, rising 3% a day after the White House’s top infectious disease expert Dr. Anthony Faucicalled Covid booster shots “optimal care,”but said the definition of fully vaccinated would not change.</p><p><blockquote>在白宫顶级传染病专家安东尼-福奇（Anthony Fauci）博士称Covid加强注射是 “最佳护理”，但表示全面接种疫苗的定义不会改变之后，Modernashares是周一涨幅最大的股票之一，单日上涨3%。</blockquote></p><p> Elsewhere,Apple&nbsp;moved closer in its quest to become the market’s first $3 trillion company, gaining about 1% following an upgrade from JP Morgan.</p><p><blockquote>在其他方面，苹果公司距离成为市场上第一家市值 3 万亿美元的公司又近了一步，在摩根大通（JP Morgan）的评级升级后，苹果公司的股价上涨了约 1%。</blockquote></p><p> Monday’s action followed a strong week on Wall Street as investors shrugged off&nbsp;a hot inflation reading. The blue-chip Dow gained 4% last week, breaking a four-week losing streak with its best weekly performance since March. The S&amp;P 500 and the Nasdaq Composite jumped 3.8% and 3.6%, respectively, last week, both posting their best weekly performance since early February.</p><p><blockquote>周一的行动是在华尔街经历了强劲的一周之后发生的，因为投资者对火热的通胀数据不屑一顾。蓝筹股道琼斯指数上周上涨4%，打破了连续四周下跌的局面，创下3月份以来的最佳单周表现。标普500指数和纳斯达克综合指数上周分别上涨3.8%和3.6%，均创下2月初以来的最佳单周表现。</blockquote></p><p> Investors digested a jump in headline inflation data, which&nbsp;came in at 6.8% in November&nbsp;year-over-year for the biggest surge since 1982.&nbsp;The print was marginally higher than the 6.7% Dow Jones estimate.</p><p><blockquote>投资者消化了总体通胀数据的跃升，11 月份通胀数据同比增长 6.8%，创下 1982 年以来的最大涨幅。这一数字略高于道琼斯 6.7% 的预期。</blockquote></p><p> “The fact is that inflation is likely to remain on the higher side for a while and risks of sticky inflation remain, although we believe that the passing of base effects and the easing of supply chain constraints by the end of the first quarter of next year should slowly bring inflation down to more comfortable levels,” Rick Rieder, BlackRock’s chief investment officer of global fixed income, said in a note.</p><p><blockquote>“贝莱德全球固定收益首席投资官里克-里德（Rick Rieder）在一份报告中说：”事实上，通胀可能会在一段时间内保持在较高水平，粘性通胀的风险依然存在，尽管我们认为，到明年第一季度末，基数效应的过去和供应链限制的放松应该会慢慢将通胀降至更舒适的水平。</blockquote></p><p> The key inflation reading came ahead of the Federal Reserve’s two-day policy meeting this week where the policymakers are expected to discuss speeding up the end of its bond-buying program.</p><p><blockquote>关键的通胀数据是在美联储本周召开为期两天的政策会议之前公布的，预计政策制定者将在会上讨论加快结束债券购买计划的问题。</blockquote></p><p> Fed Chair Jerome Powell, as well as&nbsp;a parade of Fed speakers, all recently suggested the central bank could end the $120 billion monthly bond purchase program sooner than the current timeline of June 2022.</p><p><blockquote>美联储主席杰罗姆·鲍威尔以及众多美联储发言人最近都表示，美联储可能会比目前 2022 年 6 月的时间表提前结束每月 1200 亿美元的债券购买计划。</blockquote></p><p> “We believe markets can continue to&nbsp;take a higher inflation reading in their stride, though additional volatility remains a risk. With Fed policy staying relatively accommodative, the backdrop for equities is still positive, and we favor winners from global growth,” said Mark Haefele, Chief Investment Officer of UBS Global Wealth Management.</p><p><blockquote>“瑞银全球财富管理公司（UBS Global Wealth Management）首席投资官马克-海费勒（Mark Haefele）表示：”我们认为，市场可以继续从容应对较高的通胀数据，尽管额外的波动仍然是一个风险。由于美联储的政策保持相对宽松，股市的背景仍然是积极的，我们看好全球增长的赢家。</blockquote></p><p> Stocks bounced back last week as investors bet that the initial worry about the Covid strain is overblown. Many also took solace in thenews from Pfizer and BioNTechthat a study found three doses of their vaccine provides a high level of protection against the variant.</p><p><blockquote>股市上周反弹，因为投资者押注最初对新冠病毒的担忧被夸大了。辉瑞和 BioNTech 的一项研究发现，三剂疫苗对该变种提供了高水平的保护，这让许多人感到安慰。</blockquote></p><p> As of Sunday, the&nbsp;U.S. was approaching&nbsp;800,000 coronavirus-related deaths. The new variant has pushed some government officials to reinstate health restrictions to slow the spread.</p><p><blockquote>截至周日，美国与冠状病毒相关的死亡人数接近 80 万。这种新变种促使一些政府官员恢复卫生限制，以减缓传播。</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>U.S. stocks open softer to kick off second full week of December ahead of Fed meeting<blockquote>在美联储会议之前，美国股市开盘走软，拉开了 12 月第二个完整周的序幕</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. stocks open softer to kick off second full week of December ahead of Fed meeting<blockquote>在美联储会议之前，美国股市开盘走软，拉开了 12 月第二个完整周的序幕</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-13 22:34</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>The S&amp;P 500 was steady on Monday after the index notched its best week since February and a fresh record close, rebounding from a big sell-off triggered by fears of the omicron coronavirus variant.</p><p><blockquote>标普500周一保持稳定，此前该指数创下 2 月份以来最好的一周，并创下新纪录收盘，从对 omicron 冠状病毒变种的担忧引发的大幅抛售中反弹。</blockquote></p><p> The S&amp;P 500 inched down 0.1% and sits about 0.8% from its intra-day record. The Dow Jones Industrial Average traded 30 points lower, or 0.1%. The technology-focused Nasdaq Composite was down 0.15%.</p><p><blockquote>标普500指数小幅下跌 0.1%，较盘中纪录下跌约 0.8%。道琼斯工业平均指数下跌 30 点，跌幅 0.1%。以科技为主的纳斯达克综合指数下跌 0.15%。</blockquote></p><p> Modernashares were among the strongest gainers Monday, rising 3% a day after the White House’s top infectious disease expert Dr. Anthony Faucicalled Covid booster shots “optimal care,”but said the definition of fully vaccinated would not change.</p><p><blockquote>在白宫顶级传染病专家安东尼-福奇（Anthony Fauci）博士称Covid加强注射是 “最佳护理”，但表示全面接种疫苗的定义不会改变之后，Modernashares是周一涨幅最大的股票之一，单日上涨3%。</blockquote></p><p> Elsewhere,Apple&nbsp;moved closer in its quest to become the market’s first $3 trillion company, gaining about 1% following an upgrade from JP Morgan.</p><p><blockquote>在其他方面，苹果公司距离成为市场上第一家市值 3 万亿美元的公司又近了一步，在摩根大通（JP Morgan）的评级升级后，苹果公司的股价上涨了约 1%。</blockquote></p><p> Monday’s action followed a strong week on Wall Street as investors shrugged off&nbsp;a hot inflation reading. The blue-chip Dow gained 4% last week, breaking a four-week losing streak with its best weekly performance since March. The S&amp;P 500 and the Nasdaq Composite jumped 3.8% and 3.6%, respectively, last week, both posting their best weekly performance since early February.</p><p><blockquote>周一的行动是在华尔街经历了强劲的一周之后发生的，因为投资者对火热的通胀数据不屑一顾。蓝筹股道琼斯指数上周上涨4%，打破了连续四周下跌的局面，创下3月份以来的最佳单周表现。标普500指数和纳斯达克综合指数上周分别上涨3.8%和3.6%，均创下2月初以来的最佳单周表现。</blockquote></p><p> Investors digested a jump in headline inflation data, which&nbsp;came in at 6.8% in November&nbsp;year-over-year for the biggest surge since 1982.&nbsp;The print was marginally higher than the 6.7% Dow Jones estimate.</p><p><blockquote>投资者消化了总体通胀数据的跃升，11 月份通胀数据同比增长 6.8%，创下 1982 年以来的最大涨幅。这一数字略高于道琼斯 6.7% 的预期。</blockquote></p><p> “The fact is that inflation is likely to remain on the higher side for a while and risks of sticky inflation remain, although we believe that the passing of base effects and the easing of supply chain constraints by the end of the first quarter of next year should slowly bring inflation down to more comfortable levels,” Rick Rieder, BlackRock’s chief investment officer of global fixed income, said in a note.</p><p><blockquote>“贝莱德全球固定收益首席投资官里克-里德（Rick Rieder）在一份报告中说：”事实上，通胀可能会在一段时间内保持在较高水平，粘性通胀的风险依然存在，尽管我们认为，到明年第一季度末，基数效应的过去和供应链限制的放松应该会慢慢将通胀降至更舒适的水平。</blockquote></p><p> The key inflation reading came ahead of the Federal Reserve’s two-day policy meeting this week where the policymakers are expected to discuss speeding up the end of its bond-buying program.</p><p><blockquote>关键的通胀数据是在美联储本周召开为期两天的政策会议之前公布的，预计政策制定者将在会上讨论加快结束债券购买计划的问题。</blockquote></p><p> Fed Chair Jerome Powell, as well as&nbsp;a parade of Fed speakers, all recently suggested the central bank could end the $120 billion monthly bond purchase program sooner than the current timeline of June 2022.</p><p><blockquote>美联储主席杰罗姆·鲍威尔以及众多美联储发言人最近都表示，美联储可能会比目前 2022 年 6 月的时间表提前结束每月 1200 亿美元的债券购买计划。</blockquote></p><p> “We believe markets can continue to&nbsp;take a higher inflation reading in their stride, though additional volatility remains a risk. With Fed policy staying relatively accommodative, the backdrop for equities is still positive, and we favor winners from global growth,” said Mark Haefele, Chief Investment Officer of UBS Global Wealth Management.</p><p><blockquote>“瑞银全球财富管理公司（UBS Global Wealth Management）首席投资官马克-海费勒（Mark Haefele）表示：”我们认为，市场可以继续从容应对较高的通胀数据，尽管额外的波动仍然是一个风险。由于美联储的政策保持相对宽松，股市的背景仍然是积极的，我们看好全球增长的赢家。</blockquote></p><p> Stocks bounced back last week as investors bet that the initial worry about the Covid strain is overblown. Many also took solace in thenews from Pfizer and BioNTechthat a study found three doses of their vaccine provides a high level of protection against the variant.</p><p><blockquote>股市上周反弹，因为投资者押注最初对新冠病毒的担忧被夸大了。辉瑞和 BioNTech 的一项研究发现，三剂疫苗对该变种提供了高水平的保护，这让许多人感到安慰。</blockquote></p><p> As of Sunday, the&nbsp;U.S. was approaching&nbsp;800,000 coronavirus-related deaths. The new variant has pushed some government officials to reinstate health restrictions to slow the spread.</p><p><blockquote>截至周日，美国与冠状病毒相关的死亡人数接近 80 万。这种新变种促使一些政府官员恢复卫生限制，以减缓传播。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189054531","content_text":"The S&P 500 was steady on Monday after the index notched its best week since February and a fresh record close, rebounding from a big sell-off triggered by fears of the omicron coronavirus variant.\nThe S&P 500 inched down 0.1% and sits about 0.8% from its intra-day record. The Dow Jones Industrial Average traded 30 points lower, or 0.1%. The technology-focused Nasdaq Composite was down 0.15%.\nModernashares were among the strongest gainers Monday, rising 3% a day after the White House’s top infectious disease expert Dr. Anthony Faucicalled Covid booster shots “optimal care,”but said the definition of fully vaccinated would not change.\nElsewhere,Apple moved closer in its quest to become the market’s first $3 trillion company, gaining about 1% following an upgrade from JP Morgan.\nMonday’s action followed a strong week on Wall Street as investors shrugged off a hot inflation reading. The blue-chip Dow gained 4% last week, breaking a four-week losing streak with its best weekly performance since March. The S&P 500 and the Nasdaq Composite jumped 3.8% and 3.6%, respectively, last week, both posting their best weekly performance since early February.\nInvestors digested a jump in headline inflation data, which came in at 6.8% in November year-over-year for the biggest surge since 1982. The print was marginally higher than the 6.7% Dow Jones estimate.\n“The fact is that inflation is likely to remain on the higher side for a while and risks of sticky inflation remain, although we believe that the passing of base effects and the easing of supply chain constraints by the end of the first quarter of next year should slowly bring inflation down to more comfortable levels,” Rick Rieder, BlackRock’s chief investment officer of global fixed income, said in a note.\nThe key inflation reading came ahead of the Federal Reserve’s two-day policy meeting this week where the policymakers are expected to discuss speeding up the end of its bond-buying program.\nFed Chair Jerome Powell, as well as a parade of Fed speakers, all recently suggested the central bank could end the $120 billion monthly bond purchase program sooner than the current timeline of June 2022.\n“We believe markets can continue to take a higher inflation reading in their stride, though additional volatility remains a risk. With Fed policy staying relatively accommodative, the backdrop for equities is still positive, and we favor winners from global growth,” said Mark Haefele, Chief Investment Officer of UBS Global Wealth Management.\nStocks bounced back last week as investors bet that the initial worry about the Covid strain is overblown. Many also took solace in thenews from Pfizer and BioNTechthat a study found three doses of their vaccine provides a high level of protection against the variant.\nAs of Sunday, the U.S. was approaching 800,000 coronavirus-related deaths. The new variant has pushed some government officials to reinstate health restrictions to slow the spread.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1687,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604924825,"gmtCreate":1639316187328,"gmtModify":1639316187602,"author":{"id":"3585830139314556","authorId":"3585830139314556","name":"ahleemama","avatar":"https://static.tigerbbs.com/9e5556ad29b085a364d6ea7d326015c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585830139314556","authorIdStr":"3585830139314556"},"themes":[],"title":"","htmlText":"Short","listText":"Short","text":"Short","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604924825","repostId":"2190679207","repostType":4,"isVote":1,"tweetType":1,"viewCount":1228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605447987,"gmtCreate":1639233230093,"gmtModify":1639233230370,"author":{"id":"3585830139314556","authorId":"3585830139314556","name":"ahleemama","avatar":"https://static.tigerbbs.com/9e5556ad29b085a364d6ea7d326015c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585830139314556","authorIdStr":"3585830139314556"},"themes":[],"title":"","htmlText":"Joke elon. Manipulator","listText":"Joke elon. Manipulator","text":"Joke elon. Manipulator","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605447987","repostId":"2190620320","repostType":4,"isVote":1,"tweetType":1,"viewCount":1382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605178655,"gmtCreate":1639137271119,"gmtModify":1639137327170,"author":{"id":"3585830139314556","authorId":"3585830139314556","name":"ahleemama","avatar":"https://static.tigerbbs.com/9e5556ad29b085a364d6ea7d326015c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585830139314556","authorIdStr":"3585830139314556"},"themes":[],"title":"","htmlText":"Short","listText":"Short","text":"Short","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/605178655","repostId":"1137707392","repostType":4,"repost":{"id":"1137707392","kind":"news","pubTimestamp":1639137211,"share":"https://www.laohunote.com/m/news/1137707392?lang=zh_CN&edition=full","pubTime":"2021-12-10 19:53","market":"us","language":"en","title":"Amazon Stock: Why UBS Has High Hopes for the E-commerce Giant<blockquote>亚马逊股票：为什么瑞银对这家电子商务巨头寄予厚望</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1137707392","media":"TheStreet","summary":"A recent UBS report assigned Amazon’s stock a strong Buy rating and set its price target at an impre","content":"<p>A recent UBS report assigned Amazon’s stock a strong Buy rating and set its price target at an impressive $4,700. Why is the Swiss bank so bullish on the e-commerce giant?</p><p><blockquote>瑞银最近的一份报告给予亚马逊股票强力买入评级，并将其目标价定为令人印象深刻的 4700 美元。为什么瑞士银行如此看好这家电子商务巨头？</blockquote></p><p> It hasn’t been a great year for&nbsp;<b>Amazon’s</b>&nbsp;stock. Year-to-date, it’s up only roughly 10%. That means Amazon has underperformed the S&amp;P 500 (27%), the Nasdaq Composite (24%), and its FAANG peers – Meta, Apple, Netflix&nbsp;and Alphabet.</p><p><blockquote>今年对<b>亚马逊的</b>股票。今年迄今为止，这一数字仅增长了约 10%。这意味着亚马逊的表现落后于标普500（27%）、纳斯达克综合指数（24%）及其 FAANG 同行——Meta、苹果、Netflix 和Alphabet。</blockquote></p><p> The reasons for AMZN’s less-than-stellar year are well-known by now: In addition to increased e-commerce competition, Amazon has had to contend with both supply-chain bottlenecks and labor constraints.</p><p><blockquote>亚马逊今年表现不佳的原因已经众所周知： 除了电子商务竞争加剧外，亚马逊还不得不应对供应链瓶颈和劳动力限制。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/859137fd59747f3531fd786b5fae3a82\" tg-width=\"893\" tg-height=\"500\" width=\"100%\" height=\"auto\"><span>Figure 1: One of Amazon's fulfilment centers.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：亚马逊的一个履行中心。</span></p></blockquote></p><p> However, UBS analyst Kunal Madhukar believes 2022 could be Amazon’s year. In fact, he has named the e-commerce giant his favorite U.S. tech stock and set his price target at $4,700 per share. That would imply upside of roughly 36%.</p><p><blockquote>不过，瑞银分析师库纳尔-马杜卡尔（Kunal Madhukar）认为，2022 年可能是亚马逊的一年。事实上，他已将这家电子商务巨头列为他最喜欢的美国科技股，并将目标价定为每股 4,700 美元。这意味着大约 36% 的上涨空间。</blockquote></p><p> Why is Madhukar so bullish on Amazon? Let’s dig in.</p><p><blockquote>为什么马杜卡尔如此看好亚马逊？让我们深入探讨一下。</blockquote></p><p> <b>Multiple levers of growth</b></p><p><blockquote><b>多重增长杠杆</b></blockquote></p><p> UBS’s Madhukar believes that Amazon can easily improve its profitability by leaning on its multiple business arms. Despite the e-commerce segment’s struggle to keep traction in 2021, the company can still count on its cloud-computing unit – AWS (Amazon Web Services) – as well as on its advertising segment.</p><p><blockquote>瑞银的马杜卡尔认为，亚马逊可以通过依靠其多个业务部门轻松提高盈利能力。尽管电子商务部门在 2021 年难以保持吸引力，但该公司仍可依靠其云计算部门--AWS（亚马逊网络服务）--以及广告部门。</blockquote></p><p> In addition, Amazon can simply raise its prices.</p><p><blockquote>此外，亚马逊可以简单地提高价格。</blockquote></p><p> In fact, Amazon has already announced it will&nbsp;elevate its FBA&nbsp;(Fulfillment by Amazon) fees in 2022, which should add an extra $1 billion to Amazon’s bottom line, according to Morgan Stanley.</p><p><blockquote>事实上，据摩根士丹利称，亚马逊已经宣布将在 2022 年提高 FBA（亚马逊配送）费用，这将为亚马逊额外增加 10 亿美元的利润。</blockquote></p><p> But UBS analysts go even further, arguing the price of Prime membership should also be adjusted.</p><p><blockquote>但瑞银分析师走得更远，认为高级会员的价格也应该调整。</blockquote></p><p> Since its last Prime price increase, in 2018, Amazon has been investing heavily in faster delivery services and expanding its Prime Video content. There’s no coincidence there.</p><p><blockquote>自 2018 年上一次 Prime 价格上涨以来，亚马逊一直在大力投资更快的送货服务并扩大其 Prime 视频内容。这不是巧合。</blockquote></p><p> “Higher Prime and FBA prices could contribute $8 billion to $30 billion to revenue and $8 billion to $26 billion [earnings before interest and taxes] annually, most of which is not in our estimates,” said a recent UBS report.</p><p><blockquote>“瑞银最近的一份报告称：”较高的 Prime 和 FBA 价格每年可能带来 80 亿至 300 亿美元的收入和 80 亿至 260 亿美元的[息税前利润]，其中大部分不在我们的估计范围内。</blockquote></p><p> <b>Earnings optimism</b></p><p><blockquote><b>盈利乐观</b></blockquote></p><p> Mr. Madhukar is more optimistic for both Amazon’s retail and AWS segments than the rest of Wall Street. “The shares could see a multiple re-rating on positive estimate revisions for retail and Web Services, as consensus revenue estimates are too conservative,” he noted in his recent report.</p><p><blockquote>与华尔街其他公司相比，马杜卡尔先生对亚马逊的零售和 AWS 业务都更加乐观。“他在最近的报告中指出：”由于零售和网络服务的正面预期修正，该股可能会被多次重新评级，因为普遍的收入预期过于保守。</blockquote></p><p> However, as&nbsp;Barron’s&nbsp;has pointed out, “Even without big price rises between 2021 and 2023, Amazon will benefit from an incremental $12 billion of AWS earnings before interest and taxes (EBIT) and $15 billion of incremental advertising EBIT.”</p><p><blockquote>然而，正如《巴伦周刊》指出的那样，“即使 2021 年至 2023 年间没有大幅涨价，亚马逊也将受益于 120 亿美元的 AWS 息税前利润（EBIT）和 150 亿美元的增量广告息税前利润”。</blockquote></p><p> <b>Should you buy Amazon on the dip?</b></p><p><blockquote><b>你应该逢低买入亚马逊吗？</b></blockquote></p><p> Amazon’s most recent financial reports have missed both top and bottom lines. E-commerce growth has decelerated in 2021, while at the same time the company has been investing heavily in logistics and infrastructure.</p><p><blockquote>亚马逊最近的财务报告既没有营收，也没有底线。2021年电子商务增长放缓，同时该公司一直在大力投资物流和基础设施。</blockquote></p><p> But UBS analyst Kunal Madhukar has faith that, by strategically playing its AWS and advertising segments – and by increasing prices – Amazon might see improved profit margins by the second half of 2022.</p><p><blockquote>但瑞银分析师库纳尔·马杜卡尔 (Kunal Madhukar) 相信，通过战略性地发展其 AWS 和广告业务，并提高价格，亚马逊可能会在 2022 年下半年看到利润率有所提高。</blockquote></p><p> It’s hard to pin down a 2022 consensus price target for Amazon. Each different analyst covering the stock has different forecasts for each of Amazon’s different business segments.</p><p><blockquote>很难确定亚马逊 2022 年的一致目标价格。每位不同的分析师对亚马逊的不同业务部门都有不同的预测。</blockquote></p><p> Still, Wall Street would appear to agree that AMZN is a strong Buy right now. This implies its long-term fundamentals are at least solid.</p><p><blockquote>尽管如此，华尔街似乎还是同意亚马逊目前值得强力买入。这意味着其长期基本面至少是稳固的。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Stock: Why UBS Has High Hopes for the E-commerce Giant<blockquote>亚马逊股票：为什么瑞银对这家电子商务巨头寄予厚望</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon Stock: Why UBS Has High Hopes for the E-commerce Giant<blockquote>亚马逊股票：为什么瑞银对这家电子商务巨头寄予厚望</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-12-10 19:53</span>\n</p>\n</h4>\n</header>\n<article>\n<p>A recent UBS report assigned Amazon’s stock a strong Buy rating and set its price target at an impressive $4,700. Why is the Swiss bank so bullish on the e-commerce giant?</p><p><blockquote>瑞银最近的一份报告给予亚马逊股票强力买入评级，并将其目标价定为令人印象深刻的 4700 美元。为什么瑞士银行如此看好这家电子商务巨头？</blockquote></p><p> It hasn’t been a great year for&nbsp;<b>Amazon’s</b>&nbsp;stock. Year-to-date, it’s up only roughly 10%. That means Amazon has underperformed the S&amp;P 500 (27%), the Nasdaq Composite (24%), and its FAANG peers – Meta, Apple, Netflix&nbsp;and Alphabet.</p><p><blockquote>今年对<b>亚马逊的</b>股票。今年迄今为止，这一数字仅增长了约 10%。这意味着亚马逊的表现落后于标普500（27%）、纳斯达克综合指数（24%）及其 FAANG 同行——Meta、苹果、Netflix 和Alphabet。</blockquote></p><p> The reasons for AMZN’s less-than-stellar year are well-known by now: In addition to increased e-commerce competition, Amazon has had to contend with both supply-chain bottlenecks and labor constraints.</p><p><blockquote>亚马逊今年表现不佳的原因已经众所周知： 除了电子商务竞争加剧外，亚马逊还不得不应对供应链瓶颈和劳动力限制。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/859137fd59747f3531fd786b5fae3a82\" tg-width=\"893\" tg-height=\"500\" width=\"100%\" height=\"auto\"><span>Figure 1: One of Amazon's fulfilment centers.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：亚马逊的一个履行中心。</span></p></blockquote></p><p> However, UBS analyst Kunal Madhukar believes 2022 could be Amazon’s year. In fact, he has named the e-commerce giant his favorite U.S. tech stock and set his price target at $4,700 per share. That would imply upside of roughly 36%.</p><p><blockquote>不过，瑞银分析师库纳尔-马杜卡尔（Kunal Madhukar）认为，2022 年可能是亚马逊的一年。事实上，他已将这家电子商务巨头列为他最喜欢的美国科技股，并将目标价定为每股 4,700 美元。这意味着大约 36% 的上涨空间。</blockquote></p><p> Why is Madhukar so bullish on Amazon? Let’s dig in.</p><p><blockquote>为什么马杜卡尔如此看好亚马逊？让我们深入探讨一下。</blockquote></p><p> <b>Multiple levers of growth</b></p><p><blockquote><b>多重增长杠杆</b></blockquote></p><p> UBS’s Madhukar believes that Amazon can easily improve its profitability by leaning on its multiple business arms. Despite the e-commerce segment’s struggle to keep traction in 2021, the company can still count on its cloud-computing unit – AWS (Amazon Web Services) – as well as on its advertising segment.</p><p><blockquote>瑞银的马杜卡尔认为，亚马逊可以通过依靠其多个业务部门轻松提高盈利能力。尽管电子商务部门在 2021 年难以保持吸引力，但该公司仍可依靠其云计算部门--AWS（亚马逊网络服务）--以及广告部门。</blockquote></p><p> In addition, Amazon can simply raise its prices.</p><p><blockquote>此外，亚马逊可以简单地提高价格。</blockquote></p><p> In fact, Amazon has already announced it will&nbsp;elevate its FBA&nbsp;(Fulfillment by Amazon) fees in 2022, which should add an extra $1 billion to Amazon’s bottom line, according to Morgan Stanley.</p><p><blockquote>事实上，据摩根士丹利称，亚马逊已经宣布将在 2022 年提高 FBA（亚马逊配送）费用，这将为亚马逊额外增加 10 亿美元的利润。</blockquote></p><p> But UBS analysts go even further, arguing the price of Prime membership should also be adjusted.</p><p><blockquote>但瑞银分析师走得更远，认为高级会员的价格也应该调整。</blockquote></p><p> Since its last Prime price increase, in 2018, Amazon has been investing heavily in faster delivery services and expanding its Prime Video content. There’s no coincidence there.</p><p><blockquote>自 2018 年上一次 Prime 价格上涨以来，亚马逊一直在大力投资更快的送货服务并扩大其 Prime 视频内容。这不是巧合。</blockquote></p><p> “Higher Prime and FBA prices could contribute $8 billion to $30 billion to revenue and $8 billion to $26 billion [earnings before interest and taxes] annually, most of which is not in our estimates,” said a recent UBS report.</p><p><blockquote>“瑞银最近的一份报告称：”较高的 Prime 和 FBA 价格每年可能带来 80 亿至 300 亿美元的收入和 80 亿至 260 亿美元的[息税前利润]，其中大部分不在我们的估计范围内。</blockquote></p><p> <b>Earnings optimism</b></p><p><blockquote><b>盈利乐观</b></blockquote></p><p> Mr. Madhukar is more optimistic for both Amazon’s retail and AWS segments than the rest of Wall Street. “The shares could see a multiple re-rating on positive estimate revisions for retail and Web Services, as consensus revenue estimates are too conservative,” he noted in his recent report.</p><p><blockquote>与华尔街其他公司相比，马杜卡尔先生对亚马逊的零售和 AWS 业务都更加乐观。“他在最近的报告中指出：”由于零售和网络服务的正面预期修正，该股可能会被多次重新评级，因为普遍的收入预期过于保守。</blockquote></p><p> However, as&nbsp;Barron’s&nbsp;has pointed out, “Even without big price rises between 2021 and 2023, Amazon will benefit from an incremental $12 billion of AWS earnings before interest and taxes (EBIT) and $15 billion of incremental advertising EBIT.”</p><p><blockquote>然而，正如《巴伦周刊》指出的那样，“即使 2021 年至 2023 年间没有大幅涨价，亚马逊也将受益于 120 亿美元的 AWS 息税前利润（EBIT）和 150 亿美元的增量广告息税前利润”。</blockquote></p><p> <b>Should you buy Amazon on the dip?</b></p><p><blockquote><b>你应该逢低买入亚马逊吗？</b></blockquote></p><p> Amazon’s most recent financial reports have missed both top and bottom lines. E-commerce growth has decelerated in 2021, while at the same time the company has been investing heavily in logistics and infrastructure.</p><p><blockquote>亚马逊最近的财务报告既没有营收，也没有底线。2021年电子商务增长放缓，同时该公司一直在大力投资物流和基础设施。</blockquote></p><p> But UBS analyst Kunal Madhukar has faith that, by strategically playing its AWS and advertising segments – and by increasing prices – Amazon might see improved profit margins by the second half of 2022.</p><p><blockquote>但瑞银分析师库纳尔·马杜卡尔 (Kunal Madhukar) 相信，通过战略性地发展其 AWS 和广告业务，并提高价格，亚马逊可能会在 2022 年下半年看到利润率有所提高。</blockquote></p><p> It’s hard to pin down a 2022 consensus price target for Amazon. Each different analyst covering the stock has different forecasts for each of Amazon’s different business segments.</p><p><blockquote>很难确定亚马逊 2022 年的一致目标价格。每位不同的分析师对亚马逊的不同业务部门都有不同的预测。</blockquote></p><p> Still, Wall Street would appear to agree that AMZN is a strong Buy right now. This implies its long-term fundamentals are at least solid.</p><p><blockquote>尽管如此，华尔街似乎还是同意亚马逊目前值得强力买入。这意味着其长期基本面至少是稳固的。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/amazon/news/amazon-stock-why-ubs-has-high-hopes-for-the-e-commerce-giant\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.thestreet.com/amazon/news/amazon-stock-why-ubs-has-high-hopes-for-the-e-commerce-giant","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137707392","content_text":"A recent UBS report assigned Amazon’s stock a strong Buy rating and set its price target at an impressive $4,700. Why is the Swiss bank so bullish on the e-commerce giant?\nIt hasn’t been a great year for Amazon’s stock. Year-to-date, it’s up only roughly 10%. That means Amazon has underperformed the S&P 500 (27%), the Nasdaq Composite (24%), and its FAANG peers – Meta, Apple, Netflix and Alphabet.\nThe reasons for AMZN’s less-than-stellar year are well-known by now: In addition to increased e-commerce competition, Amazon has had to contend with both supply-chain bottlenecks and labor constraints.\nFigure 1: One of Amazon's fulfilment centers.\nHowever, UBS analyst Kunal Madhukar believes 2022 could be Amazon’s year. In fact, he has named the e-commerce giant his favorite U.S. tech stock and set his price target at $4,700 per share. That would imply upside of roughly 36%.\nWhy is Madhukar so bullish on Amazon? Let’s dig in.\nMultiple levers of growth\nUBS’s Madhukar believes that Amazon can easily improve its profitability by leaning on its multiple business arms. Despite the e-commerce segment’s struggle to keep traction in 2021, the company can still count on its cloud-computing unit – AWS (Amazon Web Services) – as well as on its advertising segment.\nIn addition, Amazon can simply raise its prices.\nIn fact, Amazon has already announced it will elevate its FBA (Fulfillment by Amazon) fees in 2022, which should add an extra $1 billion to Amazon’s bottom line, according to Morgan Stanley.\nBut UBS analysts go even further, arguing the price of Prime membership should also be adjusted.\nSince its last Prime price increase, in 2018, Amazon has been investing heavily in faster delivery services and expanding its Prime Video content. There’s no coincidence there.\n“Higher Prime and FBA prices could contribute $8 billion to $30 billion to revenue and $8 billion to $26 billion [earnings before interest and taxes] annually, most of which is not in our estimates,” said a recent UBS report.\nEarnings optimism\nMr. Madhukar is more optimistic for both Amazon’s retail and AWS segments than the rest of Wall Street. “The shares could see a multiple re-rating on positive estimate revisions for retail and Web Services, as consensus revenue estimates are too conservative,” he noted in his recent report.\nHowever, as Barron’s has pointed out, “Even without big price rises between 2021 and 2023, Amazon will benefit from an incremental $12 billion of AWS earnings before interest and taxes (EBIT) and $15 billion of incremental advertising EBIT.”\nShould you buy Amazon on the dip?\nAmazon’s most recent financial reports have missed both top and bottom lines. E-commerce growth has decelerated in 2021, while at the same time the company has been investing heavily in logistics and infrastructure.\nBut UBS analyst Kunal Madhukar has faith that, by strategically playing its AWS and advertising segments – and by increasing prices – Amazon might see improved profit margins by the second half of 2022.\nIt’s hard to pin down a 2022 consensus price target for Amazon. Each different analyst covering the stock has different forecasts for each of Amazon’s different business segments.\nStill, Wall Street would appear to agree that AMZN is a strong Buy right now. This implies its long-term fundamentals are at least solid.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":1520,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":171101811,"gmtCreate":1626709767233,"gmtModify":1633924715036,"author":{"id":"3585830139314556","authorId":"3585830139314556","name":"ahleemama","avatar":"https://static.tigerbbs.com/9e5556ad29b085a364d6ea7d326015c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585830139314556","idStr":"3585830139314556"},"themes":[],"title":"","htmlText":"BUBBLE TEA . PLS LIKE","listText":"BUBBLE TEA . PLS LIKE","text":"BUBBLE TEA . PLS LIKE","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/171101811","repostId":"2152827296","repostType":4,"isVote":1,"tweetType":1,"viewCount":737,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813813671,"gmtCreate":1630167324793,"gmtModify":1704956695333,"author":{"id":"3585830139314556","authorId":"3585830139314556","name":"ahleemama","avatar":"https://static.tigerbbs.com/9e5556ad29b085a364d6ea7d326015c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585830139314556","idStr":"3585830139314556"},"themes":[],"title":"","htmlText":"Buy","listText":"Buy","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/813813671","repostId":"2162733980","repostType":4,"isVote":1,"tweetType":1,"viewCount":694,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172654604,"gmtCreate":1626960694808,"gmtModify":1633769370057,"author":{"id":"3585830139314556","authorId":"3585830139314556","name":"ahleemama","avatar":"https://static.tigerbbs.com/9e5556ad29b085a364d6ea7d326015c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585830139314556","idStr":"3585830139314556"},"themes":[],"title":"","htmlText":"The virus and US mkt has a direct and positivr relationship. More death more bull🤡","listText":"The virus and US mkt has a direct and positivr relationship. More death more bull🤡","text":"The virus and US mkt has a direct and positivr relationship. More death more bull🤡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/172654604","repostId":"1170462111","repostType":4,"repost":{"id":"1170462111","kind":"news","pubTimestamp":1626960206,"share":"https://www.laohunote.com/m/news/1170462111?lang=zh_CN&edition=full","pubTime":"2021-07-22 21:23","market":"us","language":"en","title":"Delta Variant Can Still Clip U.S. Economy’s Wings<blockquote>德尔塔变异毒株仍然可以夹住美国经济的翅膀</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1170462111","media":"The Wall Street Journal","summary":"Variant might not have the same impact as previous surges, but spotty rates of vaccination mean it c","content":"<p>  Variant might not have the same impact as previous surges, but spotty rates of vaccination mean it could slow growth.  The Delta variant of the coronavirus probablywon’t derail the U.S. economy. That doesn’t mean it can’t damage parts of it.</p><p><blockquote>变异可能不会产生与以前激增相同的影响，但疫苗接种率不稳定意味着它可能会减缓增长。冠状病毒的德尔塔变异毒株可能不会使美国经济脱轨。这并不意味着它不能损坏它的某些部分。</blockquote></p><p> For a while, America’s progress against the Covid-19 pandemic looked very good. Millions of people were getting vaccinated each day, Covid-19 cases, hospitalizations and deaths were falling, and a return to something like normal beckoned. But then the vaccine rollout slowed markedly just as the far more contagiousDelta variant took hold. Cases, hospitalizations and deaths have begun to rise.</p><p><blockquote>有一段时间，美国在抗击 Covid-19 大流行病方面的进展看起来非常好。每天都有数百万人接种疫苗，新冠肺炎病例、住院和死亡人数都在下降，恢复正常的呼唤着。但随后，随着传染性更强的三角洲变种的出现，疫苗的推出明显放缓。病例、住院和死亡人数开始上升。</blockquote></p><p> It is tempting to imagine the Delta variant won’t dent the economy at all.</p><p><blockquote>人们很容易想象，德尔塔变异毒株根本不会削弱经济。</blockquote></p><p> Across the board, state and local officials seem far less apt to dial up restrictions in response to rising Covid-19 cases than they were a year ago, while the places with low vaccine uptake also happen to be the places that are most resistant to restrictions. Moreover, many people are vaccinated—particularly the elderly—and with the apparent efficacy of current vaccines against the Delta variant, the U.S. seems unlikely to revisit the staggering mortality statistics of the sort it experienced before vaccines became widely available. Finally, the savings many Americans built up over the past year left them with ample money to throw around, while businesses’ scramble for workers points to a labor market that should keep generating income gains.</p><p><blockquote>总体而言，与一年前相比，州和地方官员似乎不太倾向于加强限制来应对不断上升的新冠肺炎病例，而疫苗接种率低的地方也恰好是最抵制限制的地方。此外，许多人接种了疫苗——尤其是老年人——鉴于当前疫苗对德尔塔变异毒株病毒的明显疗效，美国似乎不太可能重温疫苗广泛使用之前经历的惊人死亡率统计数据。最后，许多美国人在过去一年中积累的储蓄让他们有充足的资金可以挥霍，而企业对工人的争抢则表明劳动力市场应该会继续产生收入增长。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/dc6f808b2d4e2353d6504f76af7f3af0\" tg-width=\"737\" tg-height=\"511\" width=\"100%\" height=\"auto\">Those are all things that should ensure the economy continues to grow, but it probably won’t grow as swiftly as it otherwise could have. Worries about the Delta variant will lead some people to refrain from entering crowded settings, such as restaurants or airplanes, while also making them more cautious about spending down any savings. Some companieswill delay their return to the office, as Apple just did, and that will hurt downtown restaurants and the like that depend on office workers’ business.</p><p><blockquote>这些都是确保经济持续增长的因素，但经济可能不会像其他情况下那样快速增长。对德尔塔变异毒株的担忧将导致一些人避免进入餐馆或飞机等拥挤的场所，同时也使他们对花掉任何积蓄更加谨慎。一些公司会推迟重返办公室，就像苹果刚才所做的那样，这将损害市中心的餐馆等依赖上班族生意的场所。</blockquote></p><p> Bear in mind that the places where vaccine hesitancy is high and Covid-19 worries low aren’t monolithic: Some share of the population will up their caution, in some cases even if they are fully vaccinated for fear of a breakthrough infection. And the more new cases there are in their communities, the more cautious they will become.</p><p><blockquote>请记住，疫苗犹豫不决程度高、Covid-19 担忧程度低的地方并不是铁板一块的： 在某些情况下，即使他们因为害怕突破性感染而完全接种了疫苗，也会更加谨慎。他们社区的新病例越多，他们就会变得越谨慎。</blockquote></p><p> Nor are places where vaccination rates are better necessarily going to avoid the fallout from the contagious Delta variant. Around 72% of the 18 and over population of Los Angeles County have received at least once shot, more than the country at large, yet with case rates and hospitalizations rising, last week it reinstatedan order to wear masks indoorsin businesses and public places.</p><p><blockquote>疫苗接种率较高的地方也不一定能避免传染性德尔塔变异毒株的影响。洛杉矶县 18 岁及以上人口中约有 72% 至少接受过一次注射，比全国平均水平还要多，但随着病例率和住院人数的上升，上周该县恢复了在商店和公共场所室内戴口罩的命令。</blockquote></p><p> Then there is the question of what the start of the coming school year might look like. Children under the age of 12 aren’t eligible for vaccination, and authorization for children between 5 and 11 looks as if it won’t comeuntil sometime in the fall, at the earliest. Most schools intend to return to in-person classes, with some offering remote options, but the Delta variant could upend some of those plans.</p><p><blockquote>然后是下一个学年的开始会是什么样子的问题。12 岁以下的儿童没有资格接种疫苗，5 至 11 岁儿童的授权似乎要到秋季的某个时候才能获得。大多数学校打算恢复面对面授课，有些学校提供远程选择，但德尔塔变异毒株可能会颠覆其中一些计划。</blockquote></p><p> At the very least parents might need to prepare for the possibility of a positive Covid test shutting down a classroom, leaving their children, and them, stuck at home. Strategists at Evercore ISI point out that the return to school this fall was supposed to free parents for work, boosting the labor supply. But some of the job growth and easing of hiring strains that could create might now be deferred.</p><p><blockquote>至少，家长可能需要为新冠病毒检测呈阳性的可能性做好准备，从而关闭教室，让他们的孩子和他们自己被困在家里。Evercore ISI的策略师指出，今年秋天重返校园应该可以让家长们免去工作，从而增加劳动力供应。但可能造成的一些就业增长和招聘压力的缓解现在可能会被推迟。</blockquote></p><p> The economy has been growing since April last year—a point brought home by the National Bureau of Economic Research’srecent determinationthat that was when the brief, severe recession the pandemic brought on ended. It kept growing despite a new surge in Covid-19 infections last summer and another wave in the late fall through winter. Unlike in those previous surges, many Americans have been vaccinated so the impact won’t be as severe as it otherwise might have been.</p><p><blockquote>自去年 4 月以来，美国经济一直在增长--美国国家经济研究局（National Bureau of Economic Research）最近认定，到那时，大流行病带来的短暂而严重的衰退已经结束。尽管去年夏天 Covid-19 感染人数再次激增，并在深秋至冬季出现另一波疫情，但疫情仍在持续增长。与以往的激增不同，许多美国人已经接种了疫苗，因此影响不会像其他情况下那么严重。</blockquote></p><p> But things could have been so much better.</p><p><blockquote>但是事情本可以好得多。</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>Delta Variant Can Still Clip U.S. Economy’s Wings<blockquote>德尔塔变异毒株仍然可以夹住美国经济的翅膀</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\">\nDelta Variant Can Still Clip U.S. Economy’s Wings<blockquote>德尔塔变异毒株仍然可以夹住美国经济的翅膀</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Wall Street Journal</strong><span class=\"h-time small\">2021-07-22 21:23</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  Variant might not have the same impact as previous surges, but spotty rates of vaccination mean it could slow growth.  The Delta variant of the coronavirus probablywon’t derail the U.S. economy. That doesn’t mean it can’t damage parts of it.</p><p><blockquote>变异可能不会产生与以前激增相同的影响，但疫苗接种率不稳定意味着它可能会减缓增长。冠状病毒的德尔塔变异毒株可能不会使美国经济脱轨。这并不意味着它不能损坏它的某些部分。</blockquote></p><p> For a while, America’s progress against the Covid-19 pandemic looked very good. Millions of people were getting vaccinated each day, Covid-19 cases, hospitalizations and deaths were falling, and a return to something like normal beckoned. But then the vaccine rollout slowed markedly just as the far more contagiousDelta variant took hold. Cases, hospitalizations and deaths have begun to rise.</p><p><blockquote>有一段时间，美国在抗击 Covid-19 大流行病方面的进展看起来非常好。每天都有数百万人接种疫苗，新冠肺炎病例、住院和死亡人数都在下降，恢复正常的呼唤着。但随后，随着传染性更强的三角洲变种的出现，疫苗的推出明显放缓。病例、住院和死亡人数开始上升。</blockquote></p><p> It is tempting to imagine the Delta variant won’t dent the economy at all.</p><p><blockquote>人们很容易想象，德尔塔变异毒株根本不会削弱经济。</blockquote></p><p> Across the board, state and local officials seem far less apt to dial up restrictions in response to rising Covid-19 cases than they were a year ago, while the places with low vaccine uptake also happen to be the places that are most resistant to restrictions. Moreover, many people are vaccinated—particularly the elderly—and with the apparent efficacy of current vaccines against the Delta variant, the U.S. seems unlikely to revisit the staggering mortality statistics of the sort it experienced before vaccines became widely available. Finally, the savings many Americans built up over the past year left them with ample money to throw around, while businesses’ scramble for workers points to a labor market that should keep generating income gains.</p><p><blockquote>总体而言，与一年前相比，州和地方官员似乎不太倾向于加强限制来应对不断上升的新冠肺炎病例，而疫苗接种率低的地方也恰好是最抵制限制的地方。此外，许多人接种了疫苗——尤其是老年人——鉴于当前疫苗对德尔塔变异毒株病毒的明显疗效，美国似乎不太可能重温疫苗广泛使用之前经历的惊人死亡率统计数据。最后，许多美国人在过去一年中积累的储蓄让他们有充足的资金可以挥霍，而企业对工人的争抢则表明劳动力市场应该会继续产生收入增长。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/dc6f808b2d4e2353d6504f76af7f3af0\" tg-width=\"737\" tg-height=\"511\" width=\"100%\" height=\"auto\">Those are all things that should ensure the economy continues to grow, but it probably won’t grow as swiftly as it otherwise could have. Worries about the Delta variant will lead some people to refrain from entering crowded settings, such as restaurants or airplanes, while also making them more cautious about spending down any savings. Some companieswill delay their return to the office, as Apple just did, and that will hurt downtown restaurants and the like that depend on office workers’ business.</p><p><blockquote>这些都是确保经济持续增长的因素，但经济可能不会像其他情况下那样快速增长。对德尔塔变异毒株的担忧将导致一些人避免进入餐馆或飞机等拥挤的场所，同时也使他们对花掉任何积蓄更加谨慎。一些公司会推迟重返办公室，就像苹果刚才所做的那样，这将损害市中心的餐馆等依赖上班族生意的场所。</blockquote></p><p> Bear in mind that the places where vaccine hesitancy is high and Covid-19 worries low aren’t monolithic: Some share of the population will up their caution, in some cases even if they are fully vaccinated for fear of a breakthrough infection. And the more new cases there are in their communities, the more cautious they will become.</p><p><blockquote>请记住，疫苗犹豫不决程度高、Covid-19 担忧程度低的地方并不是铁板一块的： 在某些情况下，即使他们因为害怕突破性感染而完全接种了疫苗，也会更加谨慎。他们社区的新病例越多，他们就会变得越谨慎。</blockquote></p><p> Nor are places where vaccination rates are better necessarily going to avoid the fallout from the contagious Delta variant. Around 72% of the 18 and over population of Los Angeles County have received at least once shot, more than the country at large, yet with case rates and hospitalizations rising, last week it reinstatedan order to wear masks indoorsin businesses and public places.</p><p><blockquote>疫苗接种率较高的地方也不一定能避免传染性德尔塔变异毒株的影响。洛杉矶县 18 岁及以上人口中约有 72% 至少接受过一次注射，比全国平均水平还要多，但随着病例率和住院人数的上升，上周该县恢复了在商店和公共场所室内戴口罩的命令。</blockquote></p><p> Then there is the question of what the start of the coming school year might look like. Children under the age of 12 aren’t eligible for vaccination, and authorization for children between 5 and 11 looks as if it won’t comeuntil sometime in the fall, at the earliest. Most schools intend to return to in-person classes, with some offering remote options, but the Delta variant could upend some of those plans.</p><p><blockquote>然后是下一个学年的开始会是什么样子的问题。12 岁以下的儿童没有资格接种疫苗，5 至 11 岁儿童的授权似乎要到秋季的某个时候才能获得。大多数学校打算恢复面对面授课，有些学校提供远程选择，但德尔塔变异毒株可能会颠覆其中一些计划。</blockquote></p><p> At the very least parents might need to prepare for the possibility of a positive Covid test shutting down a classroom, leaving their children, and them, stuck at home. Strategists at Evercore ISI point out that the return to school this fall was supposed to free parents for work, boosting the labor supply. But some of the job growth and easing of hiring strains that could create might now be deferred.</p><p><blockquote>至少，家长可能需要为新冠病毒检测呈阳性的可能性做好准备，从而关闭教室，让他们的孩子和他们自己被困在家里。Evercore ISI的策略师指出，今年秋天重返校园应该可以让家长们免去工作，从而增加劳动力供应。但可能造成的一些就业增长和招聘压力的缓解现在可能会被推迟。</blockquote></p><p> The economy has been growing since April last year—a point brought home by the National Bureau of Economic Research’srecent determinationthat that was when the brief, severe recession the pandemic brought on ended. It kept growing despite a new surge in Covid-19 infections last summer and another wave in the late fall through winter. Unlike in those previous surges, many Americans have been vaccinated so the impact won’t be as severe as it otherwise might have been.</p><p><blockquote>自去年 4 月以来，美国经济一直在增长--美国国家经济研究局（National Bureau of Economic Research）最近认定，到那时，大流行病带来的短暂而严重的衰退已经结束。尽管去年夏天 Covid-19 感染人数再次激增，并在深秋至冬季出现另一波疫情，但疫情仍在持续增长。与以往的激增不同，许多美国人已经接种了疫苗，因此影响不会像其他情况下那么严重。</blockquote></p><p> But things could have been so much better.</p><p><blockquote>但是事情本可以好得多。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.wsj.com/articles/delta-variant-can-still-clip-u-s-economys-wings-11626959045?mod=rss_markets_main\">The Wall Street Journal</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".SPX":"S&P 500 Index"},"source_url":"https://www.wsj.com/articles/delta-variant-can-still-clip-u-s-economys-wings-11626959045?mod=rss_markets_main","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170462111","content_text":"Variant might not have the same impact as previous surges, but spotty rates of vaccination mean it could slow growth.\n\nThe Delta variant of the coronavirus probablywon’t derail the U.S. economy. That doesn’t mean it can’t damage parts of it.\nFor a while, America’s progress against the Covid-19 pandemic looked very good. Millions of people were getting vaccinated each day, Covid-19 cases, hospitalizations and deaths were falling, and a return to something like normal beckoned. But then the vaccine rollout slowed markedly just as the far more contagiousDelta variant took hold. Cases, hospitalizations and deaths have begun to rise.\nIt is tempting to imagine the Delta variant won’t dent the economy at all.\nAcross the board, state and local officials seem far less apt to dial up restrictions in response to rising Covid-19 cases than they were a year ago, while the places with low vaccine uptake also happen to be the places that are most resistant to restrictions. Moreover, many people are vaccinated—particularly the elderly—and with the apparent efficacy of current vaccines against the Delta variant, the U.S. seems unlikely to revisit the staggering mortality statistics of the sort it experienced before vaccines became widely available. Finally, the savings many Americans built up over the past year left them with ample money to throw around, while businesses’ scramble for workers points to a labor market that should keep generating income gains.\nThose are all things that should ensure the economy continues to grow, but it probably won’t grow as swiftly as it otherwise could have. Worries about the Delta variant will lead some people to refrain from entering crowded settings, such as restaurants or airplanes, while also making them more cautious about spending down any savings. Some companieswill delay their return to the office, as Apple just did, and that will hurt downtown restaurants and the like that depend on office workers’ business.\nBear in mind that the places where vaccine hesitancy is high and Covid-19 worries low aren’t monolithic: Some share of the population will up their caution, in some cases even if they are fully vaccinated for fear of a breakthrough infection. And the more new cases there are in their communities, the more cautious they will become.\nNor are places where vaccination rates are better necessarily going to avoid the fallout from the contagious Delta variant. Around 72% of the 18 and over population of Los Angeles County have received at least once shot, more than the country at large, yet with case rates and hospitalizations rising, last week it reinstatedan order to wear masks indoorsin businesses and public places.\nThen there is the question of what the start of the coming school year might look like. Children under the age of 12 aren’t eligible for vaccination, and authorization for children between 5 and 11 looks as if it won’t comeuntil sometime in the fall, at the earliest. Most schools intend to return to in-person classes, with some offering remote options, but the Delta variant could upend some of those plans.\nAt the very least parents might need to prepare for the possibility of a positive Covid test shutting down a classroom, leaving their children, and them, stuck at home. Strategists at Evercore ISI point out that the return to school this fall was supposed to free parents for work, boosting the labor supply. But some of the job growth and easing of hiring strains that could create might now be deferred.\nThe economy has been growing since April last year—a point brought home by the National Bureau of Economic Research’srecent determinationthat that was when the brief, severe recession the pandemic brought on ended. It kept growing despite a new surge in Covid-19 infections last summer and another wave in the late fall through winter. Unlike in those previous surges, many Americans have been vaccinated so the impact won’t be as severe as it otherwise might have been.\nBut things could have been so much better.","news_type":1,"symbols_score_info":{".DJI":0.9,"SPY":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":830,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":605178655,"gmtCreate":1639137271119,"gmtModify":1639137327170,"author":{"id":"3585830139314556","authorId":"3585830139314556","name":"ahleemama","avatar":"https://static.tigerbbs.com/9e5556ad29b085a364d6ea7d326015c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585830139314556","idStr":"3585830139314556"},"themes":[],"title":"","htmlText":"Short","listText":"Short","text":"Short","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/605178655","repostId":"1137707392","repostType":4,"repost":{"id":"1137707392","kind":"news","pubTimestamp":1639137211,"share":"https://www.laohunote.com/m/news/1137707392?lang=zh_CN&edition=full","pubTime":"2021-12-10 19:53","market":"us","language":"en","title":"Amazon Stock: Why UBS Has High Hopes for the E-commerce Giant<blockquote>亚马逊股票：为什么瑞银对这家电子商务巨头寄予厚望</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1137707392","media":"TheStreet","summary":"A recent UBS report assigned Amazon’s stock a strong Buy rating and set its price target at an impre","content":"<p>A recent UBS report assigned Amazon’s stock a strong Buy rating and set its price target at an impressive $4,700. Why is the Swiss bank so bullish on the e-commerce giant?</p><p><blockquote>瑞银最近的一份报告给予亚马逊股票强力买入评级，并将其目标价定为令人印象深刻的 4700 美元。为什么瑞士银行如此看好这家电子商务巨头？</blockquote></p><p> It hasn’t been a great year for&nbsp;<b>Amazon’s</b>&nbsp;stock. Year-to-date, it’s up only roughly 10%. That means Amazon has underperformed the S&amp;P 500 (27%), the Nasdaq Composite (24%), and its FAANG peers – Meta, Apple, Netflix&nbsp;and Alphabet.</p><p><blockquote>今年对<b>亚马逊的</b>股票。今年迄今为止，这一数字仅增长了约 10%。这意味着亚马逊的表现落后于标普500（27%）、纳斯达克综合指数（24%）及其 FAANG 同行——Meta、苹果、Netflix 和Alphabet。</blockquote></p><p> The reasons for AMZN’s less-than-stellar year are well-known by now: In addition to increased e-commerce competition, Amazon has had to contend with both supply-chain bottlenecks and labor constraints.</p><p><blockquote>亚马逊今年表现不佳的原因已经众所周知： 除了电子商务竞争加剧外，亚马逊还不得不应对供应链瓶颈和劳动力限制。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/859137fd59747f3531fd786b5fae3a82\" tg-width=\"893\" tg-height=\"500\" width=\"100%\" height=\"auto\"><span>Figure 1: One of Amazon's fulfilment centers.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：亚马逊的一个履行中心。</span></p></blockquote></p><p> However, UBS analyst Kunal Madhukar believes 2022 could be Amazon’s year. In fact, he has named the e-commerce giant his favorite U.S. tech stock and set his price target at $4,700 per share. That would imply upside of roughly 36%.</p><p><blockquote>不过，瑞银分析师库纳尔-马杜卡尔（Kunal Madhukar）认为，2022 年可能是亚马逊的一年。事实上，他已将这家电子商务巨头列为他最喜欢的美国科技股，并将目标价定为每股 4,700 美元。这意味着大约 36% 的上涨空间。</blockquote></p><p> Why is Madhukar so bullish on Amazon? Let’s dig in.</p><p><blockquote>为什么马杜卡尔如此看好亚马逊？让我们深入探讨一下。</blockquote></p><p> <b>Multiple levers of growth</b></p><p><blockquote><b>多重增长杠杆</b></blockquote></p><p> UBS’s Madhukar believes that Amazon can easily improve its profitability by leaning on its multiple business arms. Despite the e-commerce segment’s struggle to keep traction in 2021, the company can still count on its cloud-computing unit – AWS (Amazon Web Services) – as well as on its advertising segment.</p><p><blockquote>瑞银的马杜卡尔认为，亚马逊可以通过依靠其多个业务部门轻松提高盈利能力。尽管电子商务部门在 2021 年难以保持吸引力，但该公司仍可依靠其云计算部门--AWS（亚马逊网络服务）--以及广告部门。</blockquote></p><p> In addition, Amazon can simply raise its prices.</p><p><blockquote>此外，亚马逊可以简单地提高价格。</blockquote></p><p> In fact, Amazon has already announced it will&nbsp;elevate its FBA&nbsp;(Fulfillment by Amazon) fees in 2022, which should add an extra $1 billion to Amazon’s bottom line, according to Morgan Stanley.</p><p><blockquote>事实上，据摩根士丹利称，亚马逊已经宣布将在 2022 年提高 FBA（亚马逊配送）费用，这将为亚马逊额外增加 10 亿美元的利润。</blockquote></p><p> But UBS analysts go even further, arguing the price of Prime membership should also be adjusted.</p><p><blockquote>但瑞银分析师走得更远，认为高级会员的价格也应该调整。</blockquote></p><p> Since its last Prime price increase, in 2018, Amazon has been investing heavily in faster delivery services and expanding its Prime Video content. There’s no coincidence there.</p><p><blockquote>自 2018 年上一次 Prime 价格上涨以来，亚马逊一直在大力投资更快的送货服务并扩大其 Prime 视频内容。这不是巧合。</blockquote></p><p> “Higher Prime and FBA prices could contribute $8 billion to $30 billion to revenue and $8 billion to $26 billion [earnings before interest and taxes] annually, most of which is not in our estimates,” said a recent UBS report.</p><p><blockquote>“瑞银最近的一份报告称：”较高的 Prime 和 FBA 价格每年可能带来 80 亿至 300 亿美元的收入和 80 亿至 260 亿美元的[息税前利润]，其中大部分不在我们的估计范围内。</blockquote></p><p> <b>Earnings optimism</b></p><p><blockquote><b>盈利乐观</b></blockquote></p><p> Mr. Madhukar is more optimistic for both Amazon’s retail and AWS segments than the rest of Wall Street. “The shares could see a multiple re-rating on positive estimate revisions for retail and Web Services, as consensus revenue estimates are too conservative,” he noted in his recent report.</p><p><blockquote>与华尔街其他公司相比，马杜卡尔先生对亚马逊的零售和 AWS 业务都更加乐观。“他在最近的报告中指出：”由于零售和网络服务的正面预期修正，该股可能会被多次重新评级，因为普遍的收入预期过于保守。</blockquote></p><p> However, as&nbsp;Barron’s&nbsp;has pointed out, “Even without big price rises between 2021 and 2023, Amazon will benefit from an incremental $12 billion of AWS earnings before interest and taxes (EBIT) and $15 billion of incremental advertising EBIT.”</p><p><blockquote>然而，正如《巴伦周刊》指出的那样，“即使 2021 年至 2023 年间没有大幅涨价，亚马逊也将受益于 120 亿美元的 AWS 息税前利润（EBIT）和 150 亿美元的增量广告息税前利润”。</blockquote></p><p> <b>Should you buy Amazon on the dip?</b></p><p><blockquote><b>你应该逢低买入亚马逊吗？</b></blockquote></p><p> Amazon’s most recent financial reports have missed both top and bottom lines. E-commerce growth has decelerated in 2021, while at the same time the company has been investing heavily in logistics and infrastructure.</p><p><blockquote>亚马逊最近的财务报告既没有营收，也没有底线。2021年电子商务增长放缓，同时该公司一直在大力投资物流和基础设施。</blockquote></p><p> But UBS analyst Kunal Madhukar has faith that, by strategically playing its AWS and advertising segments – and by increasing prices – Amazon might see improved profit margins by the second half of 2022.</p><p><blockquote>但瑞银分析师库纳尔·马杜卡尔 (Kunal Madhukar) 相信，通过战略性地发展其 AWS 和广告业务，并提高价格，亚马逊可能会在 2022 年下半年看到利润率有所提高。</blockquote></p><p> It’s hard to pin down a 2022 consensus price target for Amazon. Each different analyst covering the stock has different forecasts for each of Amazon’s different business segments.</p><p><blockquote>很难确定亚马逊 2022 年的一致目标价格。每位不同的分析师对亚马逊的不同业务部门都有不同的预测。</blockquote></p><p> Still, Wall Street would appear to agree that AMZN is a strong Buy right now. This implies its long-term fundamentals are at least solid.</p><p><blockquote>尽管如此，华尔街似乎还是同意亚马逊目前值得强力买入。这意味着其长期基本面至少是稳固的。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Stock: Why UBS Has High Hopes for the E-commerce Giant<blockquote>亚马逊股票：为什么瑞银对这家电子商务巨头寄予厚望</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon Stock: Why UBS Has High Hopes for the E-commerce Giant<blockquote>亚马逊股票：为什么瑞银对这家电子商务巨头寄予厚望</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-12-10 19:53</span>\n</p>\n</h4>\n</header>\n<article>\n<p>A recent UBS report assigned Amazon’s stock a strong Buy rating and set its price target at an impressive $4,700. Why is the Swiss bank so bullish on the e-commerce giant?</p><p><blockquote>瑞银最近的一份报告给予亚马逊股票强力买入评级，并将其目标价定为令人印象深刻的 4700 美元。为什么瑞士银行如此看好这家电子商务巨头？</blockquote></p><p> It hasn’t been a great year for&nbsp;<b>Amazon’s</b>&nbsp;stock. Year-to-date, it’s up only roughly 10%. That means Amazon has underperformed the S&amp;P 500 (27%), the Nasdaq Composite (24%), and its FAANG peers – Meta, Apple, Netflix&nbsp;and Alphabet.</p><p><blockquote>今年对<b>亚马逊的</b>股票。今年迄今为止，这一数字仅增长了约 10%。这意味着亚马逊的表现落后于标普500（27%）、纳斯达克综合指数（24%）及其 FAANG 同行——Meta、苹果、Netflix 和Alphabet。</blockquote></p><p> The reasons for AMZN’s less-than-stellar year are well-known by now: In addition to increased e-commerce competition, Amazon has had to contend with both supply-chain bottlenecks and labor constraints.</p><p><blockquote>亚马逊今年表现不佳的原因已经众所周知： 除了电子商务竞争加剧外，亚马逊还不得不应对供应链瓶颈和劳动力限制。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/859137fd59747f3531fd786b5fae3a82\" tg-width=\"893\" tg-height=\"500\" width=\"100%\" height=\"auto\"><span>Figure 1: One of Amazon's fulfilment centers.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：亚马逊的一个履行中心。</span></p></blockquote></p><p> However, UBS analyst Kunal Madhukar believes 2022 could be Amazon’s year. In fact, he has named the e-commerce giant his favorite U.S. tech stock and set his price target at $4,700 per share. That would imply upside of roughly 36%.</p><p><blockquote>不过，瑞银分析师库纳尔-马杜卡尔（Kunal Madhukar）认为，2022 年可能是亚马逊的一年。事实上，他已将这家电子商务巨头列为他最喜欢的美国科技股，并将目标价定为每股 4,700 美元。这意味着大约 36% 的上涨空间。</blockquote></p><p> Why is Madhukar so bullish on Amazon? Let’s dig in.</p><p><blockquote>为什么马杜卡尔如此看好亚马逊？让我们深入探讨一下。</blockquote></p><p> <b>Multiple levers of growth</b></p><p><blockquote><b>多重增长杠杆</b></blockquote></p><p> UBS’s Madhukar believes that Amazon can easily improve its profitability by leaning on its multiple business arms. Despite the e-commerce segment’s struggle to keep traction in 2021, the company can still count on its cloud-computing unit – AWS (Amazon Web Services) – as well as on its advertising segment.</p><p><blockquote>瑞银的马杜卡尔认为，亚马逊可以通过依靠其多个业务部门轻松提高盈利能力。尽管电子商务部门在 2021 年难以保持吸引力，但该公司仍可依靠其云计算部门--AWS（亚马逊网络服务）--以及广告部门。</blockquote></p><p> In addition, Amazon can simply raise its prices.</p><p><blockquote>此外，亚马逊可以简单地提高价格。</blockquote></p><p> In fact, Amazon has already announced it will&nbsp;elevate its FBA&nbsp;(Fulfillment by Amazon) fees in 2022, which should add an extra $1 billion to Amazon’s bottom line, according to Morgan Stanley.</p><p><blockquote>事实上，据摩根士丹利称，亚马逊已经宣布将在 2022 年提高 FBA（亚马逊配送）费用，这将为亚马逊额外增加 10 亿美元的利润。</blockquote></p><p> But UBS analysts go even further, arguing the price of Prime membership should also be adjusted.</p><p><blockquote>但瑞银分析师走得更远，认为高级会员的价格也应该调整。</blockquote></p><p> Since its last Prime price increase, in 2018, Amazon has been investing heavily in faster delivery services and expanding its Prime Video content. There’s no coincidence there.</p><p><blockquote>自 2018 年上一次 Prime 价格上涨以来，亚马逊一直在大力投资更快的送货服务并扩大其 Prime 视频内容。这不是巧合。</blockquote></p><p> “Higher Prime and FBA prices could contribute $8 billion to $30 billion to revenue and $8 billion to $26 billion [earnings before interest and taxes] annually, most of which is not in our estimates,” said a recent UBS report.</p><p><blockquote>“瑞银最近的一份报告称：”较高的 Prime 和 FBA 价格每年可能带来 80 亿至 300 亿美元的收入和 80 亿至 260 亿美元的[息税前利润]，其中大部分不在我们的估计范围内。</blockquote></p><p> <b>Earnings optimism</b></p><p><blockquote><b>盈利乐观</b></blockquote></p><p> Mr. Madhukar is more optimistic for both Amazon’s retail and AWS segments than the rest of Wall Street. “The shares could see a multiple re-rating on positive estimate revisions for retail and Web Services, as consensus revenue estimates are too conservative,” he noted in his recent report.</p><p><blockquote>与华尔街其他公司相比，马杜卡尔先生对亚马逊的零售和 AWS 业务都更加乐观。“他在最近的报告中指出：”由于零售和网络服务的正面预期修正，该股可能会被多次重新评级，因为普遍的收入预期过于保守。</blockquote></p><p> However, as&nbsp;Barron’s&nbsp;has pointed out, “Even without big price rises between 2021 and 2023, Amazon will benefit from an incremental $12 billion of AWS earnings before interest and taxes (EBIT) and $15 billion of incremental advertising EBIT.”</p><p><blockquote>然而，正如《巴伦周刊》指出的那样，“即使 2021 年至 2023 年间没有大幅涨价，亚马逊也将受益于 120 亿美元的 AWS 息税前利润（EBIT）和 150 亿美元的增量广告息税前利润”。</blockquote></p><p> <b>Should you buy Amazon on the dip?</b></p><p><blockquote><b>你应该逢低买入亚马逊吗？</b></blockquote></p><p> Amazon’s most recent financial reports have missed both top and bottom lines. E-commerce growth has decelerated in 2021, while at the same time the company has been investing heavily in logistics and infrastructure.</p><p><blockquote>亚马逊最近的财务报告既没有营收，也没有底线。2021年电子商务增长放缓，同时该公司一直在大力投资物流和基础设施。</blockquote></p><p> But UBS analyst Kunal Madhukar has faith that, by strategically playing its AWS and advertising segments – and by increasing prices – Amazon might see improved profit margins by the second half of 2022.</p><p><blockquote>但瑞银分析师库纳尔·马杜卡尔 (Kunal Madhukar) 相信，通过战略性地发展其 AWS 和广告业务，并提高价格，亚马逊可能会在 2022 年下半年看到利润率有所提高。</blockquote></p><p> It’s hard to pin down a 2022 consensus price target for Amazon. Each different analyst covering the stock has different forecasts for each of Amazon’s different business segments.</p><p><blockquote>很难确定亚马逊 2022 年的一致目标价格。每位不同的分析师对亚马逊的不同业务部门都有不同的预测。</blockquote></p><p> Still, Wall Street would appear to agree that AMZN is a strong Buy right now. This implies its long-term fundamentals are at least solid.</p><p><blockquote>尽管如此，华尔街似乎还是同意亚马逊目前值得强力买入。这意味着其长期基本面至少是稳固的。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/amazon/news/amazon-stock-why-ubs-has-high-hopes-for-the-e-commerce-giant\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.thestreet.com/amazon/news/amazon-stock-why-ubs-has-high-hopes-for-the-e-commerce-giant","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137707392","content_text":"A recent UBS report assigned Amazon’s stock a strong Buy rating and set its price target at an impressive $4,700. Why is the Swiss bank so bullish on the e-commerce giant?\nIt hasn’t been a great year for Amazon’s stock. Year-to-date, it’s up only roughly 10%. That means Amazon has underperformed the S&P 500 (27%), the Nasdaq Composite (24%), and its FAANG peers – Meta, Apple, Netflix and Alphabet.\nThe reasons for AMZN’s less-than-stellar year are well-known by now: In addition to increased e-commerce competition, Amazon has had to contend with both supply-chain bottlenecks and labor constraints.\nFigure 1: One of Amazon's fulfilment centers.\nHowever, UBS analyst Kunal Madhukar believes 2022 could be Amazon’s year. In fact, he has named the e-commerce giant his favorite U.S. tech stock and set his price target at $4,700 per share. That would imply upside of roughly 36%.\nWhy is Madhukar so bullish on Amazon? Let’s dig in.\nMultiple levers of growth\nUBS’s Madhukar believes that Amazon can easily improve its profitability by leaning on its multiple business arms. Despite the e-commerce segment’s struggle to keep traction in 2021, the company can still count on its cloud-computing unit – AWS (Amazon Web Services) – as well as on its advertising segment.\nIn addition, Amazon can simply raise its prices.\nIn fact, Amazon has already announced it will elevate its FBA (Fulfillment by Amazon) fees in 2022, which should add an extra $1 billion to Amazon’s bottom line, according to Morgan Stanley.\nBut UBS analysts go even further, arguing the price of Prime membership should also be adjusted.\nSince its last Prime price increase, in 2018, Amazon has been investing heavily in faster delivery services and expanding its Prime Video content. There’s no coincidence there.\n“Higher Prime and FBA prices could contribute $8 billion to $30 billion to revenue and $8 billion to $26 billion [earnings before interest and taxes] annually, most of which is not in our estimates,” said a recent UBS report.\nEarnings optimism\nMr. Madhukar is more optimistic for both Amazon’s retail and AWS segments than the rest of Wall Street. “The shares could see a multiple re-rating on positive estimate revisions for retail and Web Services, as consensus revenue estimates are too conservative,” he noted in his recent report.\nHowever, as Barron’s has pointed out, “Even without big price rises between 2021 and 2023, Amazon will benefit from an incremental $12 billion of AWS earnings before interest and taxes (EBIT) and $15 billion of incremental advertising EBIT.”\nShould you buy Amazon on the dip?\nAmazon’s most recent financial reports have missed both top and bottom lines. E-commerce growth has decelerated in 2021, while at the same time the company has been investing heavily in logistics and infrastructure.\nBut UBS analyst Kunal Madhukar has faith that, by strategically playing its AWS and advertising segments – and by increasing prices – Amazon might see improved profit margins by the second half of 2022.\nIt’s hard to pin down a 2022 consensus price target for Amazon. Each different analyst covering the stock has different forecasts for each of Amazon’s different business segments.\nStill, Wall Street would appear to agree that AMZN is a strong Buy right now. This implies its long-term fundamentals are at least solid.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":1520,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":832981268,"gmtCreate":1629559579854,"gmtModify":1631891393373,"author":{"id":"3585830139314556","authorId":"3585830139314556","name":"ahleemama","avatar":"https://static.tigerbbs.com/9e5556ad29b085a364d6ea7d326015c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585830139314556","idStr":"3585830139314556"},"themes":[],"title":"","htmlText":"Buy!","listText":"Buy!","text":"Buy!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/832981268","repostId":"1151608193","repostType":4,"repost":{"id":"1151608193","kind":"news","pubTimestamp":1629728324,"share":"https://www.laohunote.com/m/news/1151608193?lang=zh_CN&edition=full","pubTime":"2021-08-23 22:18","market":"us","language":"en","title":"Buy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股的回调——长期关注这 6 家公司</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1151608193","media":"MarketWatch","summary":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correcti","content":"<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p><p><blockquote><b>iShares 半导体 ETF 较近期高点下跌超过 6%。</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p><p><blockquote><p class=\"t-img-caption\"><span>ISTOCKPHOTO</span></p></blockquote></p><p> In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p><p><blockquote>在股市的滚动调整中，芯片制造商受到的打击比大多数制造商都要大。</blockquote></p><p> The iShares Semiconductor ETF&nbsp;is down over 6% from recent highs, compared to declines of 2% or less for the S&amp;P 500,Nasdaq&nbsp;Composite&nbsp;and the Dow Jones Industrial Average.</p><p><blockquote>iShares 半导体 ETF 较近期高点下跌超过 6%，而标准普尔 500 指数、纳斯达克综合指数和道琼斯工业平均指数的跌幅为 2% 或更少。</blockquote></p><p> Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p><p><blockquote>这是否意味着芯片股票值得买入？或者，这个历史上具有周期性的行业是否故技重施，陷入持续下跌趋势，让你大吃一惊。</blockquote></p><p> A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p><p><blockquote>很大程度上取决于您的时间表，但如果您喜欢持有股票多年，而不是租用几天，那么该集团值得购买。主要原因： “这次不一样”。</blockquote></p><p> Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p><p><blockquote>这些无疑是投资中最可怕的词语之一。但芯片行业已经发生了很大的变化，现在确实不同了——这表明它不太可能压垮你。</blockquote></p><p> You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p><p><blockquote>如果你认为没有风险，那你就是个傻瓜。我会回顾一下这些。但首先，以下是该集团现在 “更安全 ”的三个主要原因--以及我在过去几天里与六位行业专家交谈过的六位行业专家青睐的六个名字。</blockquote></p><p> <b>1. The wicked witch of cyclicality is dead</b></p><p><blockquote><b>1.周期性的邪恶女巫死了</b></blockquote></p><p> “Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p><p><blockquote>“Impax Asset Management 的投资组合经理 David Winborne 说：”受产品周期的驱动，芯片行业的需求总是时好时坏。“<a href=\"https://laohu8.com/S/FBNC\">第一</a>电脑，然后是服务器，然后是电话。”但他表示，现在整个经济对芯片的需求已经扩大，因此长期增长故事更可预测。</blockquote></p><p> <a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p><p><blockquote><a href=\"https://laohu8.com/S/JE\">刚刚</a>看看你周围。由于我们的生活和工作日益 “数字化 ”，终端市场需求从各个角度都更加多样化。把远程办公服务想象成<a href=\"https://laohu8.com/S/ZM\">缩放</a>看好该集团的 Gabelli Funds 投资组合经理兼技术分析师 Hendi Susanto 指出，网上购物、云服务、电动汽车、5G 手机、智能工厂、大数据计算甚至洗衣机。</blockquote></p><p> “There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p><p><blockquote>“Motley Fool 芯片行业分析师 John Rotonti 说：”现代数字经济的任何方面都离不开半导体。“这意味着所有东西都有更多的筹码。长期需求是存在的”。</blockquote></p><p> He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William&nbsp;Blair&nbsp;analyst Greg Scolaro.</p><p><blockquote>他没开玩笑。威廉·布莱尔分析师格雷格·斯科拉罗预测，到2030年，芯片行业的收入将从2020年的4650亿美元翻一番，达到1万亿美元。</blockquote></p><p> All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p><p><blockquote>所有这些都意味着，你听到的大范围供应短缺 “可能要到明年年底的某个时候才能得到解决”。<a href=\"https://laohu8.com/S/BAC\">美国银行</a>芯片行业分析师 Vivek Arya。“这不仅是我们的观点，而且<a href=\"https://laohu8.com/S/AONE.U\">一</a>大多数大客户都证实了这一点。”</blockquote></p><p> <b>2. The players have consolidated</b></p><p><blockquote><b>2、玩家巩固</b></blockquote></p><p> All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p><p><blockquote>在生产链的上下游，从设计到各类设备生产商再到制造，行业参与者已经整合成罗通蒂-评级 “赢得 ”的双头垄断或垄断。</blockquote></p><p> In chip design software, you have Cadence Design Systems&nbsp;and Synopsys.In production equipment, companies dominate specialized niches like ASML&nbsp;in extreme ultraviolet lithography&nbsp;(EUV). Manufacturing is dominated by Taiwan Semiconductor&nbsp;and Samsung Electronics.</p><p><blockquote>在芯片设计软件中，你有Cadence Design Systems和Synopsys。在生产设备方面，公司在极紫外光刻 (EUV) 等专业领域占据主导地位，例如 ASML。制造业由台积电和三星电子主导。</blockquote></p><p> These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p><p><blockquote>这些公司通过在他们所做的事情上做到最好，赢得了他们的利基或双寡头地位。这使得投资者对它们感兴趣。Rotonti 表示，整合还意味着参与者在定价和产能方面的行为更加理性。</blockquote></p><p> <b>3. Profitability has improved</b></p><p><blockquote><b>3、盈利能力有所改善</b></blockquote></p><p> This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p><p><blockquote>这种更加理性的行为，加上成本削减，意味着现在的盈利能力比历史上高得多。“温伯恩说：”在过去的几年里，芯片制造的经济性有了很大的改善。现金流或 EBITDA 利润率现在通常超过 30%，而十年前则在 20% 左右。</blockquote></p><p> This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere &amp; Co. “They are not trading at a frothy multiple.”</p><p><blockquote>这对估值有影响。Villere &amp; Co. 的投资组合经理拉马尔·维莱尔 (Lamar Villere) 指出，尽管芯片股票的交易市盈率约为市盈率，但它们看起来很便宜，因为它们是更好的公司。“他们并没有以泡沫倍数进行交易”。</blockquote></p><p> <b>The stocks to buy</b></p><p><blockquote><b>要买的股票</b></blockquote></p><p> Here are six names favored by chip experts I recently checked in with.</p><p><blockquote>以下是我最近核实的芯片专家青睐的六个名字。</blockquote></p><p> <b>New management plays</b></p><p><blockquote><b>新管理层玩法</b></blockquote></p><p> Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm&nbsp;and ON Semiconductor.</p><p><blockquote>尽管 Thrivent 高级股票研究分析师彼得·卡拉泽里斯 (Peter Karazeris) 有理由对该集团持谨慎态度（见下文），但他特别指出了两家公司的业绩可能会因为新管理层而得到提振：高通和安森美半导体。</blockquote></p><p></p><p> Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p><p><blockquote>两者都具有稳定的盈利能力。高通最近受到德克萨斯州恶劣天气等一次性问题的打击，导致生产中断，但该公司对5G手机趋势有很好的了解。<a href=\"https://laohu8.com/S/ON\">半导体</a>正在将手机以外的领域扩展到汽车、工业和物联网等新领域——联网设备领域。</blockquote></p><p> <b>A data center and gaming play</b></p><p><blockquote><b>数据中心和游戏</b></blockquote></p><p> Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p><p><blockquote>Karazeris 还特别提到了 Nvidia， 由于其卓越的设计能力， Nvidia 从数据中心和游戏设备芯片需求中获得了持续提振。</blockquote></p><p> <b>Design tool companies</b></p><p><blockquote><b>设计工具公司</b></blockquote></p><p> Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p><p><blockquote>说到设计，当高通和英伟达等公司想要设计芯片时，他们会求助于Cadence Design Systems提供的设计工具和<a href=\"https://laohu8.com/S/SNPS\">概要</a>.</blockquote></p><p> Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p><p><blockquote>Motley Fool 的 Rotonti 解释说，他们基于软件的设计工具可以帮助芯片创新者为他们的芯片创建蓝图，他特别指出了这些名字。“他们不是世界上增长最快的公司，但他们的利润率很高”。他们也主宰了太空。</blockquote></p><p> <b>An EUV&nbsp;play</b></p><p><blockquote><b>EUV游戏</b></blockquote></p><p> To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p><p><blockquote>为了在芯片生产的早期阶段将这些蓝图应用到硅上，台积电和三星等公司转向了ASML。它的机器使用微小的光脉冲将芯片设计模板印在硅片上，这一过程称为极紫外线光刻。“罗通蒂说：”其他人还没有想出怎么做。</blockquote></p><p> In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p><p><blockquote>换句话说，它在供应这样做的机器方面拥有垄断地位——这对于任何想要制造领先芯片的公司来说都是必要的。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> Here are some of the chief risks for chip sector investors to watch.</p><p><blockquote>以下是芯片行业投资者需要关注的一些主要风险。</blockquote></p><p> <b>Oversupply</b></p><p><blockquote><b>供过于求</b></blockquote></p><p> Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p><p><blockquote>芯片生产已经政治化。美国希望在国内生产更多，这样它就不会受到中国供应链中断的影响。<a href=\"https://laohu8.com/S/CAAS\">中国</a>Winborne 表示，希望到 2025 年生产其使用的芯片的 70%，高于目前的 5%。</blockquote></p><p> The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p><p><blockquote>结果是，政府为促进制造业提供了大量支持，因此会有更多支持。风险是未来某个时候供应过剩。这也可能会推动芯片设备的采购，导致未来的平静，这可能会损害设备制造商的销售和利润率趋势。</blockquote></p><p> Next, big tech companies like Alphabet,Apple&nbsp;and Ammazon.com&nbsp;are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p><p><blockquote>接下来，像Alphabet、苹果和亚马逊这样的大型科技公司都在做自己的芯片设计，这威胁到了做同样事情的专业芯片公司。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p><p><blockquote><b><a href=\"https://laohu8.com/S/QTM\">量子的</a>计算机的</b></blockquote></p><p> Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p><p><blockquote>William Blair 的 Scolaro 指出，使用基于量子物理学的芯片设计而不是传统半导体架构的计算机具有卓越的性能。“虽然量子计算可能至少在未来五年内不会成为主流，但它有潜力改变从技术到医疗保健的一切。”</blockquote></p><p> <b>A disturbing signal</b></p><p><blockquote><b>干扰信号</b></blockquote></p><p> A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p><p><blockquote>全球采购经理人 (PMI) 指数在 4 月份达到峰值，然后连续三个月放缓。与此同时，芯片销售持续增长。Thrivent 跟踪该指标的 Karazeris 指出，通常两者遵循相同的趋势。他将这种差异归因于库存积累，而库存积累不如真正的终端市场需求可持续。因此，他认为这种背离是芯片行业的看跌信号。</blockquote></p><p> Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory&nbsp;(DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p><p><blockquote>另一个警告信号来自动态随机存取存储器（DRAM）芯片定价的预测疲软。“卡拉泽里斯说：”这些通常是在周期的顶部而不是底部看到的东西。</blockquote></p><p> But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p><p><blockquote>但也有可能全球采购经理人指数的放缓更多的是芯片短缺的反映，而不是短缺并非真实存在的迹象（只是库存积压）。“Leuthold 经济学家兼策略师吉姆-保尔森（Jim Paulsen）说：”这种分歧并不一定意味着芯片订单会翻盘消亡。这意味着芯片制造业必须迎头赶上。</blockquote></p><p> Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p><p><blockquote>例如，福特刚刚宣布不得不减产是因为芯片短缺，而不是潜在需求不足。</blockquote></p><p> Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p><p><blockquote>保尔森预测，由于高储蓄率、就业和收入反弹以及对大件商品被压抑的需求等因素，体面的经济增长是可持续的。如果他是对的，持续的经济实力将支撑对所有使用芯片的产品的需求，包括<a href=\"https://laohu8.com/S/F\">福特</a>汽车。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股的回调——长期关注这 6 家公司</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBuy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股的回调——长期关注这 6 家公司</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-08-23 22:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p><p><blockquote><b>iShares 半导体 ETF 较近期高点下跌超过 6%。</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p><p><blockquote><p class=\"t-img-caption\"><span>ISTOCKPHOTO</span></p></blockquote></p><p> In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p><p><blockquote>在股市的滚动调整中，芯片制造商受到的打击比大多数制造商都要大。</blockquote></p><p> The iShares Semiconductor ETF&nbsp;is down over 6% from recent highs, compared to declines of 2% or less for the S&amp;P 500,Nasdaq&nbsp;Composite&nbsp;and the Dow Jones Industrial Average.</p><p><blockquote>iShares 半导体 ETF 较近期高点下跌超过 6%，而标准普尔 500 指数、纳斯达克综合指数和道琼斯工业平均指数的跌幅为 2% 或更少。</blockquote></p><p> Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p><p><blockquote>这是否意味着芯片股票值得买入？或者，这个历史上具有周期性的行业是否故技重施，陷入持续下跌趋势，让你大吃一惊。</blockquote></p><p> A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p><p><blockquote>很大程度上取决于您的时间表，但如果您喜欢持有股票多年，而不是租用几天，那么该集团值得购买。主要原因： “这次不一样”。</blockquote></p><p> Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p><p><blockquote>这些无疑是投资中最可怕的词语之一。但芯片行业已经发生了很大的变化，现在确实不同了——这表明它不太可能压垮你。</blockquote></p><p> You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p><p><blockquote>如果你认为没有风险，那你就是个傻瓜。我会回顾一下这些。但首先，以下是该集团现在 “更安全 ”的三个主要原因--以及我在过去几天里与六位行业专家交谈过的六位行业专家青睐的六个名字。</blockquote></p><p> <b>1. The wicked witch of cyclicality is dead</b></p><p><blockquote><b>1.周期性的邪恶女巫死了</b></blockquote></p><p> “Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p><p><blockquote>“Impax Asset Management 的投资组合经理 David Winborne 说：”受产品周期的驱动，芯片行业的需求总是时好时坏。“<a href=\"https://laohu8.com/S/FBNC\">第一</a>电脑，然后是服务器，然后是电话。”但他表示，现在整个经济对芯片的需求已经扩大，因此长期增长故事更可预测。</blockquote></p><p> <a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p><p><blockquote><a href=\"https://laohu8.com/S/JE\">刚刚</a>看看你周围。由于我们的生活和工作日益 “数字化 ”，终端市场需求从各个角度都更加多样化。把远程办公服务想象成<a href=\"https://laohu8.com/S/ZM\">缩放</a>看好该集团的 Gabelli Funds 投资组合经理兼技术分析师 Hendi Susanto 指出，网上购物、云服务、电动汽车、5G 手机、智能工厂、大数据计算甚至洗衣机。</blockquote></p><p> “There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p><p><blockquote>“Motley Fool 芯片行业分析师 John Rotonti 说：”现代数字经济的任何方面都离不开半导体。“这意味着所有东西都有更多的筹码。长期需求是存在的”。</blockquote></p><p> He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William&nbsp;Blair&nbsp;analyst Greg Scolaro.</p><p><blockquote>他没开玩笑。威廉·布莱尔分析师格雷格·斯科拉罗预测，到2030年，芯片行业的收入将从2020年的4650亿美元翻一番，达到1万亿美元。</blockquote></p><p> All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p><p><blockquote>所有这些都意味着，你听到的大范围供应短缺 “可能要到明年年底的某个时候才能得到解决”。<a href=\"https://laohu8.com/S/BAC\">美国银行</a>芯片行业分析师 Vivek Arya。“这不仅是我们的观点，而且<a href=\"https://laohu8.com/S/AONE.U\">一</a>大多数大客户都证实了这一点。”</blockquote></p><p> <b>2. The players have consolidated</b></p><p><blockquote><b>2、玩家巩固</b></blockquote></p><p> All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p><p><blockquote>在生产链的上下游，从设计到各类设备生产商再到制造，行业参与者已经整合成罗通蒂-评级 “赢得 ”的双头垄断或垄断。</blockquote></p><p> In chip design software, you have Cadence Design Systems&nbsp;and Synopsys.In production equipment, companies dominate specialized niches like ASML&nbsp;in extreme ultraviolet lithography&nbsp;(EUV). Manufacturing is dominated by Taiwan Semiconductor&nbsp;and Samsung Electronics.</p><p><blockquote>在芯片设计软件中，你有Cadence Design Systems和Synopsys。在生产设备方面，公司在极紫外光刻 (EUV) 等专业领域占据主导地位，例如 ASML。制造业由台积电和三星电子主导。</blockquote></p><p> These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p><p><blockquote>这些公司通过在他们所做的事情上做到最好，赢得了他们的利基或双寡头地位。这使得投资者对它们感兴趣。Rotonti 表示，整合还意味着参与者在定价和产能方面的行为更加理性。</blockquote></p><p> <b>3. Profitability has improved</b></p><p><blockquote><b>3、盈利能力有所改善</b></blockquote></p><p> This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p><p><blockquote>这种更加理性的行为，加上成本削减，意味着现在的盈利能力比历史上高得多。“温伯恩说：”在过去的几年里，芯片制造的经济性有了很大的改善。现金流或 EBITDA 利润率现在通常超过 30%，而十年前则在 20% 左右。</blockquote></p><p> This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere &amp; Co. “They are not trading at a frothy multiple.”</p><p><blockquote>这对估值有影响。Villere &amp; Co. 的投资组合经理拉马尔·维莱尔 (Lamar Villere) 指出，尽管芯片股票的交易市盈率约为市盈率，但它们看起来很便宜，因为它们是更好的公司。“他们并没有以泡沫倍数进行交易”。</blockquote></p><p> <b>The stocks to buy</b></p><p><blockquote><b>要买的股票</b></blockquote></p><p> Here are six names favored by chip experts I recently checked in with.</p><p><blockquote>以下是我最近核实的芯片专家青睐的六个名字。</blockquote></p><p> <b>New management plays</b></p><p><blockquote><b>新管理层玩法</b></blockquote></p><p> Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm&nbsp;and ON Semiconductor.</p><p><blockquote>尽管 Thrivent 高级股票研究分析师彼得·卡拉泽里斯 (Peter Karazeris) 有理由对该集团持谨慎态度（见下文），但他特别指出了两家公司的业绩可能会因为新管理层而得到提振：高通和安森美半导体。</blockquote></p><p></p><p> Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p><p><blockquote>两者都具有稳定的盈利能力。高通最近受到德克萨斯州恶劣天气等一次性问题的打击，导致生产中断，但该公司对5G手机趋势有很好的了解。<a href=\"https://laohu8.com/S/ON\">半导体</a>正在将手机以外的领域扩展到汽车、工业和物联网等新领域——联网设备领域。</blockquote></p><p> <b>A data center and gaming play</b></p><p><blockquote><b>数据中心和游戏</b></blockquote></p><p> Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p><p><blockquote>Karazeris 还特别提到了 Nvidia， 由于其卓越的设计能力， Nvidia 从数据中心和游戏设备芯片需求中获得了持续提振。</blockquote></p><p> <b>Design tool companies</b></p><p><blockquote><b>设计工具公司</b></blockquote></p><p> Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p><p><blockquote>说到设计，当高通和英伟达等公司想要设计芯片时，他们会求助于Cadence Design Systems提供的设计工具和<a href=\"https://laohu8.com/S/SNPS\">概要</a>.</blockquote></p><p> Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p><p><blockquote>Motley Fool 的 Rotonti 解释说，他们基于软件的设计工具可以帮助芯片创新者为他们的芯片创建蓝图，他特别指出了这些名字。“他们不是世界上增长最快的公司，但他们的利润率很高”。他们也主宰了太空。</blockquote></p><p> <b>An EUV&nbsp;play</b></p><p><blockquote><b>EUV游戏</b></blockquote></p><p> To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p><p><blockquote>为了在芯片生产的早期阶段将这些蓝图应用到硅上，台积电和三星等公司转向了ASML。它的机器使用微小的光脉冲将芯片设计模板印在硅片上，这一过程称为极紫外线光刻。“罗通蒂说：”其他人还没有想出怎么做。</blockquote></p><p> In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p><p><blockquote>换句话说，它在供应这样做的机器方面拥有垄断地位——这对于任何想要制造领先芯片的公司来说都是必要的。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> Here are some of the chief risks for chip sector investors to watch.</p><p><blockquote>以下是芯片行业投资者需要关注的一些主要风险。</blockquote></p><p> <b>Oversupply</b></p><p><blockquote><b>供过于求</b></blockquote></p><p> Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p><p><blockquote>芯片生产已经政治化。美国希望在国内生产更多，这样它就不会受到中国供应链中断的影响。<a href=\"https://laohu8.com/S/CAAS\">中国</a>Winborne 表示，希望到 2025 年生产其使用的芯片的 70%，高于目前的 5%。</blockquote></p><p> The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p><p><blockquote>结果是，政府为促进制造业提供了大量支持，因此会有更多支持。风险是未来某个时候供应过剩。这也可能会推动芯片设备的采购，导致未来的平静，这可能会损害设备制造商的销售和利润率趋势。</blockquote></p><p> Next, big tech companies like Alphabet,Apple&nbsp;and Ammazon.com&nbsp;are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p><p><blockquote>接下来，像Alphabet、苹果和亚马逊这样的大型科技公司都在做自己的芯片设计，这威胁到了做同样事情的专业芯片公司。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p><p><blockquote><b><a href=\"https://laohu8.com/S/QTM\">量子的</a>计算机的</b></blockquote></p><p> Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p><p><blockquote>William Blair 的 Scolaro 指出，使用基于量子物理学的芯片设计而不是传统半导体架构的计算机具有卓越的性能。“虽然量子计算可能至少在未来五年内不会成为主流，但它有潜力改变从技术到医疗保健的一切。”</blockquote></p><p> <b>A disturbing signal</b></p><p><blockquote><b>干扰信号</b></blockquote></p><p> A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p><p><blockquote>全球采购经理人 (PMI) 指数在 4 月份达到峰值，然后连续三个月放缓。与此同时，芯片销售持续增长。Thrivent 跟踪该指标的 Karazeris 指出，通常两者遵循相同的趋势。他将这种差异归因于库存积累，而库存积累不如真正的终端市场需求可持续。因此，他认为这种背离是芯片行业的看跌信号。</blockquote></p><p> Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory&nbsp;(DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p><p><blockquote>另一个警告信号来自动态随机存取存储器（DRAM）芯片定价的预测疲软。“卡拉泽里斯说：”这些通常是在周期的顶部而不是底部看到的东西。</blockquote></p><p> But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p><p><blockquote>但也有可能全球采购经理人指数的放缓更多的是芯片短缺的反映，而不是短缺并非真实存在的迹象（只是库存积压）。“Leuthold 经济学家兼策略师吉姆-保尔森（Jim Paulsen）说：”这种分歧并不一定意味着芯片订单会翻盘消亡。这意味着芯片制造业必须迎头赶上。</blockquote></p><p> Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p><p><blockquote>例如，福特刚刚宣布不得不减产是因为芯片短缺，而不是潜在需求不足。</blockquote></p><p> Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p><p><blockquote>保尔森预测，由于高储蓄率、就业和收入反弹以及对大件商品被压抑的需求等因素，体面的经济增长是可持续的。如果他是对的，持续的经济实力将支撑对所有使用芯片的产品的需求，包括<a href=\"https://laohu8.com/S/F\">福特</a>汽车。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNPS":"新思科技","AAPL":"苹果","TSM":"台积电","QCOM":"高通","NVDA":"英伟达","CDNS":"铿腾电子","GOOG":"谷歌","ASML":"阿斯麦","GOOGL":"谷歌A","SSNLF":"三星电子","AMZN":"亚马逊","SOXX":"iShares费城交易所半导体ETF","ON":"安森美半导体"},"source_url":"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151608193","content_text":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.\nDoes that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.\nA lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”\nThose are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.\nYou’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.\n1. The wicked witch of cyclicality is dead\n“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “First PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.\nJust look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like Zoom, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.\n“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”\nHe’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.\nAll of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says Bank of America chip sector analyst Vivek Arya. “That’s not just our view, but one confirmed by a majority of large customers.”\n2. The players have consolidated\nAll up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.\nIn chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.\nThese companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.\n3. Profitability has improved\nThis more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.\nThis has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”\nThe stocks to buy\nHere are six names favored by chip experts I recently checked in with.\nNew management plays\nThough Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.\nBoth have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. ON Semiconductor is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.\nA data center and gaming play\nKarazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.\nDesign tool companies\nSpeaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and Synopsys.\nTheir software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.\nAn EUV play\nTo put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.\nIn other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.\nRisks\nHere are some of the chief risks for chip sector investors to watch.\nOversupply\nChip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. China wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.\nThe upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.\nNext, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.\nQuantum computing\nComputers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”\nA disturbing signal\nA blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.\nAnother cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.\nBut it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.\nFord,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.\nPaulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including Ford cars.","news_type":1,"symbols_score_info":{"GOOGL":0.9,"ON":0.9,"SOXX":0.9,"ASML":0.9,"TSM":0.9,"SSNLF":0.9,"AMZN":0.9,"AAPL":0.9,"SNPS":0.9,"NVDA":0.9,"CDNS":0.9,"QCOM":0.9,"GOOG":0.9}},"isVote":1,"tweetType":1,"viewCount":442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892795197,"gmtCreate":1628688773119,"gmtModify":1631893944421,"author":{"id":"3585830139314556","authorId":"3585830139314556","name":"ahleemama","avatar":"https://static.tigerbbs.com/9e5556ad29b085a364d6ea7d326015c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585830139314556","idStr":"3585830139314556"},"themes":[],"title":"","htmlText":"Bullish","listText":"Bullish","text":"Bullish","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/892795197","repostId":"2158821262","repostType":4,"isVote":1,"tweetType":1,"viewCount":803,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":821525044,"gmtCreate":1633763499740,"gmtModify":1633763499958,"author":{"id":"3585830139314556","authorId":"3585830139314556","name":"ahleemama","avatar":"https://static.tigerbbs.com/9e5556ad29b085a364d6ea7d326015c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585830139314556","idStr":"3585830139314556"},"themes":[],"title":"","htmlText":"short STI","listText":"short STI","text":"short STI","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/821525044","repostId":"2174226339","repostType":4,"isVote":1,"tweetType":1,"viewCount":1136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600053643,"gmtCreate":1638016642681,"gmtModify":1638016642780,"author":{"id":"3585830139314556","authorId":"3585830139314556","name":"ahleemama","avatar":"https://static.tigerbbs.com/9e5556ad29b085a364d6ea7d326015c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585830139314556","idStr":"3585830139314556"},"themes":[],"title":"","htmlText":"The ultimate short🤡","listText":"The ultimate short🤡","text":"The ultimate short🤡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/600053643","repostId":"2186344334","repostType":4,"isVote":1,"tweetType":1,"viewCount":823,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852635840,"gmtCreate":1635261083836,"gmtModify":1635261084120,"author":{"id":"3585830139314556","authorId":"3585830139314556","name":"ahleemama","avatar":"https://static.tigerbbs.com/9e5556ad29b085a364d6ea7d326015c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585830139314556","idStr":"3585830139314556"},"themes":[],"title":"","htmlText":"Buy","listText":"Buy","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/852635840","repostId":"1162656497","repostType":4,"repost":{"id":"1162656497","kind":"news","pubTimestamp":1635260269,"share":"https://www.laohunote.com/m/news/1162656497?lang=zh_CN&edition=full","pubTime":"2021-10-26 22:57","market":"us","language":"en","title":"Robinhood earnings: Here's what to expect<blockquote>Robinhood 收益：以下是预期</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1162656497","media":"finance.yahoo","summary":"Robinhood (HOOD) will report earnings on Tuesday after the closing bell. These are the metrics Wall ","content":"<p>Robinhood (HOOD) will report earnings on Tuesday after the closing bell. These are the metrics Wall Street analysts will be expecting for the investing app’s third quarter results, according to consensus estimates compiled by Bloomberg.</p><p><blockquote>Robinhood (HOOD) 将于周二收盘后公布收益。根据彭博社编制的一致预期，这些是华尔街分析师对这款投资应用第三季度业绩的预期。</blockquote></p><p> <ul>  <li>Adjusted loss per share: 85 cents</p><p><blockquote><ul><li>调整后每股亏损：85 美分</li></ul></blockquote></p><p></li>  <li>Revenue: $423.9 million versus</p><p><blockquote><li>收入：4.239 亿美元</li></blockquote></p><p></li> </ul> Investors will be paying attention to commentary around the company's recently announced crypto wallet. CEO Vlad Tenev recently told CNBC more than 1 million people are on the waiting list since announcing the wallet last month.</p><p><blockquote>投资者将关注该公司最近宣布的加密钱包的评论。首席执行官弗拉德·特内夫 (Vlad Tenev) 最近告诉 CNBC，自上个月宣布该钱包以来，已有超过 100 万人在等待名单上。</blockquote></p><p> Cryptocurrency has becoming increasingly important for the trading platform.More than 60% of Robinhood users traded digital currencies in Q2.&nbsp;Crypto transaction-based revenue for the quarter ballooned to $233 million, compared to just $5 million in the second quarter of last year.</p><p><blockquote>加密货币对于交易平台来说变得越来越重要。超过60%的Robinhood用户在Q2交易数字货币。本季度基于加密交易的收入激增至2.33亿美元，而去年第二季度仅为500万美元。</blockquote></p><p> Investors will also keep an eye out on any commentary about payment for order flow, the model which has enabled zero-commission trades from the likes of Robinhood and other investing apps.</p><p><blockquote>投资者还将密切关注有关订单流支付的任何评论，该模式已实现 Robinhood 和其他投资应用程序等公司的零佣金交易。</blockquote></p><p> The U.S. Securities and Exchange Commission (SEC) chair Gary Gensler&nbsp;told Yahoo Financebanning the practice is a possibility.</p><p><blockquote>美国证券交易委员会 (SEC) 主席加里·詹斯勒 (Gary Gensler) 告诉雅虎财经，禁止这种做法是有可能的。</blockquote></p><p> Gensler said \"inherent conflicts\" in the payment for order revenue model may incentivize brokerages togamify stock betting to increase the volume of trading.</p><p><blockquote>詹斯勒表示，订单付费收入模式中的“内在冲突”可能会激励券商将股票交易合法化，以增加交易量。</blockquote></p><p> Robinhood has been moving away from payment for order flow as a revenue generator.</p><p><blockquote>Robinhood 一直在不再将订单流付款作为收入来源。</blockquote></p><p> \"Over time, as our various products achieve maturity, you should see continued diversification and less reliance on any one revenue stream, such as payment for order flow,\" Robinhood CFO Jason Warnick said during the company's second quarter earnings call.</p><p><blockquote>Robinhood 首席财务官 Jason Warnick 在公司第二季度财报看涨期权上表示：“随着时间的推移，随着我们的各种产品成熟，您应该会看到持续的多元化，并且对任何一个收入流（例如订单流付款）的依赖减少。”</blockquote></p><p> \"We are already seeing promising signs of this in Q2 with payment for order flow for equities and options as a percentage of our revenue, declining the 38% from 64% in the prior quarter as customer interest in crypto increased,\" he added.</p><p><blockquote>他补充道：“随着客户对加密货币兴趣的增加，我们在第二季度已经看到了这方面的有希望迹象，股票和期权订单流的支付占我们收入的百分比，从上一季度的 64% 下降了 38%。”</blockquote></p><p> Investors can expect lower trading activity for the 3rd quarter as the company has warned of \"seasonal headwinds\" across the industry going into the second half of the year, which could result in \"lower revenues and considerably fewer new funded accounts.\"</p><p><blockquote>投资者预计第三季度的交易活动将会减少，因为该公司警告称，下半年整个行业将面临“季节性逆风”，这可能导致“收入下降和新融资账户大幅减少”。</blockquote></p><p> Robinhood went public on the Nasdaq (^IXIC) on July 28th with&nbsp;an IPO price of $38/share. The app was whirled into the GameStop (GME)saga earlier this year&nbsp;as so many retail traders were using Robinhood to execute their orders. Shares were trading around $39 each on Monday.</p><p><blockquote>Robinhood 于 7 月 28 日在纳斯达克 (^IXIC) 上市，IPO 价格为 38 美元/股。今年早些时候，由于许多零售商使用 Robinhood 来执行订单，该应用程序被卷入了游戏驿站 (GME) 传奇。周一股价约为每股 39 美元。</blockquote></p><p></p>","source":"lsy1612507957220","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Robinhood earnings: Here's what to expect<blockquote>Robinhood 收益：以下是预期</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\">\nRobinhood earnings: Here's what to expect<blockquote>Robinhood 收益：以下是预期</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">finance.yahoo</strong><span class=\"h-time small\">2021-10-26 22:57</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Robinhood (HOOD) will report earnings on Tuesday after the closing bell. These are the metrics Wall Street analysts will be expecting for the investing app’s third quarter results, according to consensus estimates compiled by Bloomberg.</p><p><blockquote>Robinhood (HOOD) 将于周二收盘后公布收益。根据彭博社编制的一致预期，这些是华尔街分析师对这款投资应用第三季度业绩的预期。</blockquote></p><p> <ul>  <li>Adjusted loss per share: 85 cents</p><p><blockquote><ul><li>调整后每股亏损：85 美分</li></ul></blockquote></p><p></li>  <li>Revenue: $423.9 million versus</p><p><blockquote><li>收入：4.239 亿美元</li></blockquote></p><p></li> </ul> Investors will be paying attention to commentary around the company's recently announced crypto wallet. CEO Vlad Tenev recently told CNBC more than 1 million people are on the waiting list since announcing the wallet last month.</p><p><blockquote>投资者将关注该公司最近宣布的加密钱包的评论。首席执行官弗拉德·特内夫 (Vlad Tenev) 最近告诉 CNBC，自上个月宣布该钱包以来，已有超过 100 万人在等待名单上。</blockquote></p><p> Cryptocurrency has becoming increasingly important for the trading platform.More than 60% of Robinhood users traded digital currencies in Q2.&nbsp;Crypto transaction-based revenue for the quarter ballooned to $233 million, compared to just $5 million in the second quarter of last year.</p><p><blockquote>加密货币对于交易平台来说变得越来越重要。超过60%的Robinhood用户在Q2交易数字货币。本季度基于加密交易的收入激增至2.33亿美元，而去年第二季度仅为500万美元。</blockquote></p><p> Investors will also keep an eye out on any commentary about payment for order flow, the model which has enabled zero-commission trades from the likes of Robinhood and other investing apps.</p><p><blockquote>投资者还将密切关注有关订单流支付的任何评论，该模式已实现 Robinhood 和其他投资应用程序等公司的零佣金交易。</blockquote></p><p> The U.S. Securities and Exchange Commission (SEC) chair Gary Gensler&nbsp;told Yahoo Financebanning the practice is a possibility.</p><p><blockquote>美国证券交易委员会 (SEC) 主席加里·詹斯勒 (Gary Gensler) 告诉雅虎财经，禁止这种做法是有可能的。</blockquote></p><p> Gensler said \"inherent conflicts\" in the payment for order revenue model may incentivize brokerages togamify stock betting to increase the volume of trading.</p><p><blockquote>詹斯勒表示，订单付费收入模式中的“内在冲突”可能会激励券商将股票交易合法化，以增加交易量。</blockquote></p><p> Robinhood has been moving away from payment for order flow as a revenue generator.</p><p><blockquote>Robinhood 一直在不再将订单流付款作为收入来源。</blockquote></p><p> \"Over time, as our various products achieve maturity, you should see continued diversification and less reliance on any one revenue stream, such as payment for order flow,\" Robinhood CFO Jason Warnick said during the company's second quarter earnings call.</p><p><blockquote>Robinhood 首席财务官 Jason Warnick 在公司第二季度财报看涨期权上表示：“随着时间的推移，随着我们的各种产品成熟，您应该会看到持续的多元化，并且对任何一个收入流（例如订单流付款）的依赖减少。”</blockquote></p><p> \"We are already seeing promising signs of this in Q2 with payment for order flow for equities and options as a percentage of our revenue, declining the 38% from 64% in the prior quarter as customer interest in crypto increased,\" he added.</p><p><blockquote>他补充道：“随着客户对加密货币兴趣的增加，我们在第二季度已经看到了这方面的有希望迹象，股票和期权订单流的支付占我们收入的百分比，从上一季度的 64% 下降了 38%。”</blockquote></p><p> Investors can expect lower trading activity for the 3rd quarter as the company has warned of \"seasonal headwinds\" across the industry going into the second half of the year, which could result in \"lower revenues and considerably fewer new funded accounts.\"</p><p><blockquote>投资者预计第三季度的交易活动将会减少，因为该公司警告称，下半年整个行业将面临“季节性逆风”，这可能导致“收入下降和新融资账户大幅减少”。</blockquote></p><p> Robinhood went public on the Nasdaq (^IXIC) on July 28th with&nbsp;an IPO price of $38/share. The app was whirled into the GameStop (GME)saga earlier this year&nbsp;as so many retail traders were using Robinhood to execute their orders. Shares were trading around $39 each on Monday.</p><p><blockquote>Robinhood 于 7 月 28 日在纳斯达克 (^IXIC) 上市，IPO 价格为 38 美元/股。今年早些时候，由于许多零售商使用 Robinhood 来执行订单，该应用程序被卷入了游戏驿站 (GME) 传奇。周一股价约为每股 39 美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/robinhood-earnings-143941630.html\">finance.yahoo</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HOOD":"Robinhood"},"source_url":"https://finance.yahoo.com/news/robinhood-earnings-143941630.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162656497","content_text":"Robinhood (HOOD) will report earnings on Tuesday after the closing bell. These are the metrics Wall Street analysts will be expecting for the investing app’s third quarter results, according to consensus estimates compiled by Bloomberg.\n\nAdjusted loss per share: 85 cents\nRevenue: $423.9 million versus\n\nInvestors will be paying attention to commentary around the company's recently announced crypto wallet. CEO Vlad Tenev recently told CNBC more than 1 million people are on the waiting list since announcing the wallet last month.\nCryptocurrency has becoming increasingly important for the trading platform.More than 60% of Robinhood users traded digital currencies in Q2. Crypto transaction-based revenue for the quarter ballooned to $233 million, compared to just $5 million in the second quarter of last year.\nInvestors will also keep an eye out on any commentary about payment for order flow, the model which has enabled zero-commission trades from the likes of Robinhood and other investing apps.\nThe U.S. Securities and Exchange Commission (SEC) chair Gary Gensler told Yahoo Financebanning the practice is a possibility.\nGensler said \"inherent conflicts\" in the payment for order revenue model may incentivize brokerages togamify stock betting to increase the volume of trading.\nRobinhood has been moving away from payment for order flow as a revenue generator.\n\"Over time, as our various products achieve maturity, you should see continued diversification and less reliance on any one revenue stream, such as payment for order flow,\" Robinhood CFO Jason Warnick said during the company's second quarter earnings call.\n\"We are already seeing promising signs of this in Q2 with payment for order flow for equities and options as a percentage of our revenue, declining the 38% from 64% in the prior quarter as customer interest in crypto increased,\" he added.\nInvestors can expect lower trading activity for the 3rd quarter as the company has warned of \"seasonal headwinds\" across the industry going into the second half of the year, which could result in \"lower revenues and considerably fewer new funded accounts.\"\nRobinhood went public on the Nasdaq (^IXIC) on July 28th with an IPO price of $38/share. The app was whirled into the GameStop (GME)saga earlier this year as so many retail traders were using Robinhood to execute their orders. Shares were trading around $39 each on Monday.","news_type":1,"symbols_score_info":{"HOOD":0.9}},"isVote":1,"tweetType":1,"viewCount":946,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":834247389,"gmtCreate":1629810384641,"gmtModify":1631891393356,"author":{"id":"3585830139314556","authorId":"3585830139314556","name":"ahleemama","avatar":"https://static.tigerbbs.com/9e5556ad29b085a364d6ea7d326015c1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585830139314556","idStr":"3585830139314556"},"themes":[],"title":"","htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/834247389","repostId":"1195373163","repostType":4,"repost":{"id":"1195373163","kind":"news","pubTimestamp":1629810183,"share":"https://www.laohunote.com/m/news/1195373163?lang=zh_CN&edition=full","pubTime":"2021-08-24 21:03","market":"us","language":"en","title":"GameStop Stock: Understanding The Ryan Cohen Factor<blockquote>游戏驿站股票：了解 Ryan Cohen 因素</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1195373163","media":"TheStreet","summary":"GameStop chairman Ryan Cohen, known as “Papa Cohen” by many GME stock holders, has been pushing to r","content":"<p>GameStop chairman Ryan Cohen, known as “Papa Cohen” by many GME stock holders, has been pushing to reshape the company. Wall Street Memes takes a closer look at the Ryan Cohen factor.</p><p><blockquote>游戏驿站董事长莱恩-科恩（Ryan Cohen）被许多 GME 股东称为 “科恩爸爸”，他一直在推动公司重塑。华尔街迷因仔细研究了瑞安·科恩因素。</blockquote></p><p> Admired by the majority of GameStop stock&nbsp;investors, Chairman of the Board Ryan Cohen is an audacious young capitalist who promises to reinvent the video game retailer. Armed with bold plans and an activist mindset, the Chairman is seen as one key piece in the company’s turnaround efforts.</p><p><blockquote>受到大多数游戏驿站股票投资者的钦佩，董事会主席Ryan Cohen是一位大胆的年轻资本家，他承诺重塑这家视频游戏零售商。凭借大胆的计划和积极主动的思维，董事长被视为公司扭亏为盈的关键人物。</blockquote></p><p> Today, Wall Street Memes discusses the importance of Chairman Cohen to GME stock investors.</p><p><blockquote>今天，华尔街模因讨论了科恩董事长对 GME 股票投资者的重要性。</blockquote></p><p> <b>Ryan’s background</b></p><p><blockquote><b>瑞安的背景</b></blockquote></p><p> 36-year-old Ryan Cohen was the CEO of Chewy, the pet e-commerce company that he founded when he was only 25 years old. In 2017, hesoldChewy to PetSmart in a $3.3 billion deal for the purpose of pursuing other personal goals.</p><p><blockquote>36岁的瑞安·科恩（Ryan Cohen）是他25岁时创办的宠物电子商务公司Chewy的首席执行官。2017年，他以33亿美元的价格将Chewy卖给了PetSmart，目的是追求其他个人目标。</blockquote></p><p> Then, the investor side of Ryan Cohen’s began to gain notoriety. After the sale of Chewy, he&nbsp;invested&nbsp;a large sum in Apple and became the company's largest individual investor, holding around 6 million split-adjusted shares.</p><p><blockquote>随后，瑞安-科恩的投资者一方开始声名狼藉。出售Chewy后，他向苹果投入了大量资金，成为该公司最大的个人投资者，持有约600万股分割调整后的股票。</blockquote></p><p> By the end of 2020, Cohen had also become the largest single shareholder in GameStop, having&nbsp;acquired&nbsp;10% of GME's shares and subsequently increasing the ownership percentage to about 13%. These investments were made before the short squeeze of GameStop stock, in late January 2021. Around the same time, the investor was appointed as Charmain of the Board.</p><p><blockquote>到2020年底，科恩也成为游戏驿站最大的单一股东，收购了GME 10%的股份，随后将所有权比例增加到约13%。这些投资是在 2021 年 1 月下旬游戏驿站股票做空之前进行的。大约在同一时间，这位投资者被任命为董事会的查曼。</blockquote></p><p> <b>Cohen’s revolution</b></p><p><blockquote><b>科恩革命</b></blockquote></p><p> Upon taking over as chairman in early 2021, Cohen had already seen his initial investment in GME rise by more than 2,500%. With a bold and defiant speech, he&nbsp;opposed&nbsp;the board members' idea to issue $100 million in equity due to concerns over the value of GME stock.</p><p><blockquote>2021 年初接任董事长后，科恩对 GME 的初始投资已经增长了 2,500% 以上。他发表了大胆而挑衅的演讲，反对董事会成员出于对 GME 股票价值的担忧而发行 1 亿美元股票的想法。</blockquote></p><p> Mr. Cohen&nbsp;proposed&nbsp;a series of changes to the company's strategy. He encouraged investments beyond brick-and-mortar stores, accelerating e-commerce penetration, expanding product categories, and aiming for a high-quality customer service model.</p><p><blockquote>科恩先生提议对公司战略进行一系列修改。他鼓励在实体店之外进行投资，加速电子商务渗透，扩大产品类别，并以高质量的客户服务模式为目标。</blockquote></p><p> Also, the chairman helped to change the company's team of executives, cutting a few loose and hiring former Chewy and Amazon employees for senior managerial positions.</p><p><blockquote>此外，董事长还帮助改变了公司的高管团队，裁员了一些人，并聘请了前Chewy和亚马逊员工担任高级管理职位。</blockquote></p><p> <b>How Ryan Cohen matters for the stock</b></p><p><blockquote><b>瑞安·科恩对股票有何影响</b></blockquote></p><p> GameStop has been reporting annual losses for the last three consecutive years (see chart below). Under the previous management team, the company began to suffer from the secular trends that favor the digital channel over brick-and-mortar stores. The COVID-19 crisis only served to worsen GameStop’s competitive position.</p><p><blockquote>游戏驿站在过去连续三年报告年度亏损（见下图）。在前任管理团队的领导下，该公司开始受到青睐数字渠道而不是实体店的长期趋势的影响。COVID-19 危机只会恶化游戏驿站的竞争地位。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c436ba781ca52603c68914209aee5e1b\" tg-width=\"914\" tg-height=\"289\" width=\"100%\" height=\"auto\"><span>Figure 2: GameStop’s net income chart in the last 5 years.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图 2： 游戏驿站过去 5 年的净收入图。</span></p></blockquote></p><p> Ryan Cohen was one of the few billionaire investors who understood how Reddit forums worked even before the meme stock boom of January 2021. He saw in GME an investment opportunity that combined potential for future financial performance with the stock's popularity among individual investors.</p><p><blockquote>瑞安·科恩 (Ryan Cohen) 是少数几位甚至在 2021 年 1 月模因股票繁荣之前就了解 Reddit 论坛如何运作的亿万富翁投资者之一。他将 GME 视为一个投资机会，将未来财务业绩的潜力与该股在个人投资者中的受欢迎程度结合在一起。</blockquote></p><p> It did not take long for prominent and vocal retail investors to see “Papa Cohen” as one of their representatives and allies inside the company.</p><p><blockquote>没过多久，著名的散户投资者就将 “科恩爸爸 ”视为他们在公司内部的代表和盟友之一。</blockquote></p><p> <b>Wall Street Meme’s take</b></p><p><blockquote><b>华尔街迷因的看法</b></blockquote></p><p> One of the appeals of GameStop stock to retail investors is Ryan Cohen’s influence and unconventional vision as a chairman. In addition, Mr. Cohen has a proven track record in what GameStop probably needs the most right now: e.g. growth in e-commerce and startup-like momentum.</p><p><blockquote>游戏驿站股票对散户投资者的吸引力之一是 Ryan Cohen 作为董事长的影响力和非传统眼光。此外，科恩先生在游戏驿站目前可能最需要的领域有着良好的记录：例如电子商务的增长和类似初创企业的势头。</blockquote></p><p> GameStop’s fundamentals and growth prospects are far from being pristine at this moment. Yet, Ryan Cohen may very well be a bullish factor that keeps GME investors hopeful about another leg higher in the company’s share price.</p><p><blockquote>目前，游戏驿站的基本面和增长前景远非原始。然而，瑞安-科恩很可能是一个看涨因素，让 GME 投资者对公司股价再次上涨抱有希望。</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>GameStop Stock: Understanding The Ryan Cohen Factor<blockquote>游戏驿站股票：了解 Ryan Cohen 因素</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\">\nGameStop Stock: Understanding The Ryan Cohen Factor<blockquote>游戏驿站股票：了解 Ryan Cohen 因素</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-08-24 21:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p>GameStop chairman Ryan Cohen, known as “Papa Cohen” by many GME stock holders, has been pushing to reshape the company. Wall Street Memes takes a closer look at the Ryan Cohen factor.</p><p><blockquote>游戏驿站董事长莱恩-科恩（Ryan Cohen）被许多 GME 股东称为 “科恩爸爸”，他一直在推动公司重塑。华尔街迷因仔细研究了瑞安·科恩因素。</blockquote></p><p> Admired by the majority of GameStop stock&nbsp;investors, Chairman of the Board Ryan Cohen is an audacious young capitalist who promises to reinvent the video game retailer. Armed with bold plans and an activist mindset, the Chairman is seen as one key piece in the company’s turnaround efforts.</p><p><blockquote>受到大多数游戏驿站股票投资者的钦佩，董事会主席Ryan Cohen是一位大胆的年轻资本家，他承诺重塑这家视频游戏零售商。凭借大胆的计划和积极主动的思维，董事长被视为公司扭亏为盈的关键人物。</blockquote></p><p> Today, Wall Street Memes discusses the importance of Chairman Cohen to GME stock investors.</p><p><blockquote>今天，华尔街模因讨论了科恩董事长对 GME 股票投资者的重要性。</blockquote></p><p> <b>Ryan’s background</b></p><p><blockquote><b>瑞安的背景</b></blockquote></p><p> 36-year-old Ryan Cohen was the CEO of Chewy, the pet e-commerce company that he founded when he was only 25 years old. In 2017, hesoldChewy to PetSmart in a $3.3 billion deal for the purpose of pursuing other personal goals.</p><p><blockquote>36岁的瑞安·科恩（Ryan Cohen）是他25岁时创办的宠物电子商务公司Chewy的首席执行官。2017年，他以33亿美元的价格将Chewy卖给了PetSmart，目的是追求其他个人目标。</blockquote></p><p> Then, the investor side of Ryan Cohen’s began to gain notoriety. After the sale of Chewy, he&nbsp;invested&nbsp;a large sum in Apple and became the company's largest individual investor, holding around 6 million split-adjusted shares.</p><p><blockquote>随后，瑞安-科恩的投资者一方开始声名狼藉。出售Chewy后，他向苹果投入了大量资金，成为该公司最大的个人投资者，持有约600万股分割调整后的股票。</blockquote></p><p> By the end of 2020, Cohen had also become the largest single shareholder in GameStop, having&nbsp;acquired&nbsp;10% of GME's shares and subsequently increasing the ownership percentage to about 13%. These investments were made before the short squeeze of GameStop stock, in late January 2021. Around the same time, the investor was appointed as Charmain of the Board.</p><p><blockquote>到2020年底，科恩也成为游戏驿站最大的单一股东，收购了GME 10%的股份，随后将所有权比例增加到约13%。这些投资是在 2021 年 1 月下旬游戏驿站股票做空之前进行的。大约在同一时间，这位投资者被任命为董事会的查曼。</blockquote></p><p> <b>Cohen’s revolution</b></p><p><blockquote><b>科恩革命</b></blockquote></p><p> Upon taking over as chairman in early 2021, Cohen had already seen his initial investment in GME rise by more than 2,500%. With a bold and defiant speech, he&nbsp;opposed&nbsp;the board members' idea to issue $100 million in equity due to concerns over the value of GME stock.</p><p><blockquote>2021 年初接任董事长后，科恩对 GME 的初始投资已经增长了 2,500% 以上。他发表了大胆而挑衅的演讲，反对董事会成员出于对 GME 股票价值的担忧而发行 1 亿美元股票的想法。</blockquote></p><p> Mr. Cohen&nbsp;proposed&nbsp;a series of changes to the company's strategy. He encouraged investments beyond brick-and-mortar stores, accelerating e-commerce penetration, expanding product categories, and aiming for a high-quality customer service model.</p><p><blockquote>科恩先生提议对公司战略进行一系列修改。他鼓励在实体店之外进行投资，加速电子商务渗透，扩大产品类别，并以高质量的客户服务模式为目标。</blockquote></p><p> Also, the chairman helped to change the company's team of executives, cutting a few loose and hiring former Chewy and Amazon employees for senior managerial positions.</p><p><blockquote>此外，董事长还帮助改变了公司的高管团队，裁员了一些人，并聘请了前Chewy和亚马逊员工担任高级管理职位。</blockquote></p><p> <b>How Ryan Cohen matters for the stock</b></p><p><blockquote><b>瑞安·科恩对股票有何影响</b></blockquote></p><p> GameStop has been reporting annual losses for the last three consecutive years (see chart below). Under the previous management team, the company began to suffer from the secular trends that favor the digital channel over brick-and-mortar stores. The COVID-19 crisis only served to worsen GameStop’s competitive position.</p><p><blockquote>游戏驿站在过去连续三年报告年度亏损（见下图）。在前任管理团队的领导下，该公司开始受到青睐数字渠道而不是实体店的长期趋势的影响。COVID-19 危机只会恶化游戏驿站的竞争地位。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c436ba781ca52603c68914209aee5e1b\" tg-width=\"914\" tg-height=\"289\" width=\"100%\" height=\"auto\"><span>Figure 2: GameStop’s net income chart in the last 5 years.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图 2： 游戏驿站过去 5 年的净收入图。</span></p></blockquote></p><p> Ryan Cohen was one of the few billionaire investors who understood how Reddit forums worked even before the meme stock boom of January 2021. He saw in GME an investment opportunity that combined potential for future financial performance with the stock's popularity among individual investors.</p><p><blockquote>瑞安·科恩 (Ryan Cohen) 是少数几位甚至在 2021 年 1 月模因股票繁荣之前就了解 Reddit 论坛如何运作的亿万富翁投资者之一。他将 GME 视为一个投资机会，将未来财务业绩的潜力与该股在个人投资者中的受欢迎程度结合在一起。</blockquote></p><p> It did not take long for prominent and vocal retail investors to see “Papa Cohen” as one of their representatives and allies inside the company.</p><p><blockquote>没过多久，著名的散户投资者就将 “科恩爸爸 ”视为他们在公司内部的代表和盟友之一。</blockquote></p><p> <b>Wall Street Meme’s take</b></p><p><blockquote><b>华尔街迷因的看法</b></blockquote></p><p> One of the appeals of GameStop stock to retail investors is Ryan Cohen’s influence and unconventional vision as a chairman. In addition, Mr. Cohen has a proven track record in what GameStop probably needs the most right now: e.g. growth in e-commerce and startup-like momentum.</p><p><blockquote>游戏驿站股票对散户投资者的吸引力之一是 Ryan Cohen 作为董事长的影响力和非传统眼光。此外，科恩先生在游戏驿站目前可能最需要的领域有着良好的记录：例如电子商务的增长和类似初创企业的势头。</blockquote></p><p> GameStop’s fundamentals and growth prospects are far from being pristine at this moment. Yet, Ryan Cohen may very well be a bullish factor that keeps GME investors hopeful about another leg higher in the company’s share price.</p><p><blockquote>目前，游戏驿站的基本面和增长前景远非原始。然而，瑞安-科恩很可能是一个看涨因素，让 GME 投资者对公司股价再次上涨抱有希望。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/memestocks/gme/gamestop-stock-understanding-the-ryan-cohen-factor\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站"},"source_url":"https://www.thestreet.com/memestocks/gme/gamestop-stock-understanding-the-ryan-cohen-factor","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195373163","content_text":"GameStop chairman Ryan Cohen, known as “Papa Cohen” by many GME stock holders, has been pushing to reshape the company. Wall Street Memes takes a closer look at the Ryan Cohen factor.\nAdmired by the majority of GameStop stock investors, Chairman of the Board Ryan Cohen is an audacious young capitalist who promises to reinvent the video game retailer. Armed with bold plans and an activist mindset, the Chairman is seen as one key piece in the company’s turnaround efforts.\nToday, Wall Street Memes discusses the importance of Chairman Cohen to GME stock investors.\nRyan’s background\n36-year-old Ryan Cohen was the CEO of Chewy, the pet e-commerce company that he founded when he was only 25 years old. In 2017, hesoldChewy to PetSmart in a $3.3 billion deal for the purpose of pursuing other personal goals.\nThen, the investor side of Ryan Cohen’s began to gain notoriety. After the sale of Chewy, he invested a large sum in Apple and became the company's largest individual investor, holding around 6 million split-adjusted shares.\nBy the end of 2020, Cohen had also become the largest single shareholder in GameStop, having acquired 10% of GME's shares and subsequently increasing the ownership percentage to about 13%. These investments were made before the short squeeze of GameStop stock, in late January 2021. Around the same time, the investor was appointed as Charmain of the Board.\nCohen’s revolution\nUpon taking over as chairman in early 2021, Cohen had already seen his initial investment in GME rise by more than 2,500%. With a bold and defiant speech, he opposed the board members' idea to issue $100 million in equity due to concerns over the value of GME stock.\nMr. Cohen proposed a series of changes to the company's strategy. He encouraged investments beyond brick-and-mortar stores, accelerating e-commerce penetration, expanding product categories, and aiming for a high-quality customer service model.\nAlso, the chairman helped to change the company's team of executives, cutting a few loose and hiring former Chewy and Amazon employees for senior managerial positions.\nHow Ryan Cohen matters for the stock\nGameStop has been reporting annual losses for the last three consecutive years (see chart below). Under the previous management team, the company began to suffer from the secular trends that favor the digital channel over brick-and-mortar stores. The COVID-19 crisis only served to worsen GameStop’s competitive position.\nFigure 2: GameStop’s net income chart in the last 5 years.\nRyan Cohen was one of the few billionaire investors who understood how Reddit forums worked even before the meme stock boom of January 2021. He saw in GME an investment opportunity that combined potential for future financial performance with the stock's popularity among individual investors.\nIt did not take long for prominent and vocal retail investors to see “Papa Cohen” as one of their representatives and allies inside the company.\nWall Street Meme’s take\nOne of the appeals of GameStop stock to retail investors is Ryan Cohen’s influence and unconventional vision as a chairman. In addition, Mr. Cohen has a proven track record in what GameStop probably needs the most right now: e.g. growth in e-commerce and startup-like momentum.\nGameStop’s fundamentals and growth prospects are far from being pristine at this moment. Yet, Ryan Cohen may very well be a bullish factor that keeps GME investors hopeful about another leg higher in the company’s share price.","news_type":1,"symbols_score_info":{"GME":0.9}},"isVote":1,"tweetType":1,"viewCount":844,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}