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ken26ksh
2021-12-21
Awesome
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ken26ksh
2021-12-20
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Singapore Stock Market May Give Up Support At 3,100 Points<blockquote>新加坡股市可能放弃3100点的支撑</blockquote>
ken26ksh
2021-12-19
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Nio unveils new model and talks power at Nio Day event<blockquote>蔚来在蔚来日活动上推出新车型并谈论动力</blockquote>
ken26ksh
2021-12-17
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ken26ksh
2021-12-16
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Why Apple Stock Rallied<blockquote>苹果股价为何上涨</blockquote>
ken26ksh
2021-12-15
Awesome , buy the dip and win big
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ken26ksh
2021-12-14
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ken26ksh
2021-12-13
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Palantir Has Now Entered A New Dimension<blockquote>Palantir 现已进入一个新的维度</blockquote>
ken26ksh
2021-12-12
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US IPO Week Ahead: IoT solutions, wine, and satellites in a 3 IPO week<blockquote>美国 IPO 周即将到来:物联网解决方案、葡萄酒和卫星在 IPO 第三周</blockquote>
ken26ksh
2021-12-10
Buy the dip and win big 💪🏻
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ken26ksh
2021-12-09
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Apple shares rose nearly 2% to a new high<blockquote>苹果股价上涨近2%创新高</blockquote>
ken26ksh
2021-12-08
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Meme stocks jumped in morning trading<blockquote>Meme 股票在早盘交易中上涨</blockquote>
ken26ksh
2021-12-07
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ken26ksh
2021-12-06
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Game Stop, Toll Brothers, Costco, CVS, and Other Stocks to Watch This Week<blockquote>Game Stop、Toll Brothers、Costco、CVS 和本周值得关注的其他股票</blockquote>
ken26ksh
2021-12-05
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US IPO Week Ahead: Digital banking and cloud infrastructure lead a 4 IPO week<blockquote>美国 IPO 周即将到来:数字银行和云基础设施引领 IPO 周 4</blockquote>
ken26ksh
2021-12-04
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3 High Growth Stocks To Buy In The Pullback<blockquote>回调期间值得买入的 3 只高增长股票</blockquote>
ken26ksh
2021-12-04
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US IPO Week Ahead: Digital banking and cloud infrastructure lead a 4 IPO week<blockquote>美国 IPO 周即将到来:数字银行和云基础设施引领 IPO 周 4</blockquote>
ken26ksh
2021-12-03
Awesome news
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ken26ksh
2021-12-02
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EV stocks rallied in premarket trading<blockquote>电动汽车股在盘前交易中上涨</blockquote>
ken26ksh
2021-12-01
Awesome
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","listText":"Awesome ","text":"Awesome","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693541899","repostId":"2193343751","repostType":4,"isVote":1,"tweetType":1,"viewCount":3331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693936804,"gmtCreate":1639959209532,"gmtModify":1639959210846,"author":{"id":"3586247634551228","authorId":"3586247634551228","name":"ken26ksh","avatar":"https://static.tigerbbs.com/64235ed64966a3645379f94c283bdef9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586247634551228","idStr":"3586247634551228"},"themes":[],"title":"","htmlText":"Awesome ","listText":"Awesome ","text":"Awesome","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693936804","repostId":"1154958924","repostType":2,"repost":{"id":"1154958924","kind":"news","pubTimestamp":1639958978,"share":"https://www.laohunote.com/m/news/1154958924?lang=zh_CN&edition=full","pubTime":"2021-12-20 08:09","market":"sg","language":"en","title":"Singapore Stock Market May Give Up Support At 3,100 Points<blockquote>新加坡股市可能放弃3100点的支撑</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1154958924","media":"RTTNews","summary":"The Singapore stock market has alternated between positive and negative finishes through the last fo","content":"<p>The Singapore stock market has alternated between positive and negative finishes through the last four trading days since the end of the two-day slide in which it had fallen more than 20 points or 0.7 percent. The Straits Times Index now sits just above the 3,110-point plateau and it may take further damage again on Monday.</p><p><blockquote>自连续两天下跌超过20点或0.7%以来,新加坡股市在过去四个交易日中交替出现正面和负面收盘。海峡时报指数目前位于 3,110 点平台上方,周一可能会再次遭受进一步损害。</blockquote></p><p> The global forecast for the Asian markets is soft on omicron coronavirus concerns and sinking oil prices. The European markets were mixed and the U.S. bourses were down and the Asian markets figure to split the difference.</p><p><blockquote>由于奥密克戎冠状病毒的担忧和油价下跌,亚洲市场的全球预测疲软。欧洲市场涨跌互现,美国股市下跌,亚洲市场平分秋色。</blockquote></p><p> The STI finished modestly lower on Friday following losses from the industrials and properties, while the financials came in mixed.</p><p><blockquote>受工业和房地产股下跌影响,STI 周五小幅收低,而金融股涨跌互现。</blockquote></p><p> For the day, the index lost 17.17 points or 0.55 percent to finish at the daily low of 3,111.63 after peaking at 3,134.99. Volume was 1.2 billion shares worth 1.5 billion Singapore dollars. There were 280 decliners and 188 gainers.</p><p><blockquote>当天,该指数下跌 17.17 点或 0.55%,在触及 3,134.99 点的峰值后,收于 3,111.63 点的日低点。成交量为12亿股,价值15亿新加坡元。下跌者280人,上涨者188人。</blockquote></p><p> Among the actives, CapitaLand Integrated Commercial Trust and Mapletree Commercial Trust both slumped 0.50 percent, while City Developments tanked 1.45 percent, Comfort DelGro lost 0.72 percent, Dairy Farm International slid 0.36 percent, DBS Group collected 0.34 percent, Genting Singapore fell 0.65 percent, Hongkong Land plummeted 2.07 percent, Keppel Corp and Venture Corporation both sank 0.97 percent, Mapletree Logistics Trust weakened 0.53 percent, Oversea-Chinese Banking Corporation eased 0.09 percent, SATS skidded 1.03 percent, SembCorp Industries plunged 1.49 percent, Singapore Airlines dropped 0.81 percent, Singapore Exchange tumbled 1.39 percent, Singapore Press Holdings added 0.43 percent, Singapore Technologies Engineering retreated 1.06 percent, SingTel stumbled 0.63 percent, Thai Beverage shed 0.75 percent, United Overseas Bank dipped 0.30 percent, Wilmar International declined 1.21 percent and Yangzijiang Shipbuilding and Ascendas REIT were unchanged.</p><p><blockquote>资产中,凯德综合商业信托和丰树商业信托均下跌 0.50%,城市发展下跌 1.45%,康德高下跌 0.72%,奶场国际下跌 0.36%,星展集团上涨 0.34%,云顶新加坡下跌 0.65%,香港置地暴跌 2.07%,吉宝公司和创业公司均下跌 0.97%,丰树物流信托疲软 0.53%,华侨银行下跌 0.09%,SATS 下跌 1.03%,胜科工业下跌 1.49%,新加坡航空公司下跌 0.81%,新加坡交易所下跌 1.39%,新加坡报业控股上涨 0.43%,新加坡科技工程下跌 1.06%,新加坡电信下跌 0.63%,泰国饮料下跌 0.75%</blockquote></p><p> The lead from Wall Street is negative as the major averages opened lower on a volatile Friday. The NASDAQ peeked briefly into the green but the markets all still finished in the red.</p><p><blockquote>华尔街的领先优势是负面的,因为主要股指在动荡的周五开盘走低。纳斯达克短暂地出现了绿色,但市场仍然全部以红色收盘。</blockquote></p><p> The Dow plunged 532.16 points or 1.48 percent to finish at 35,365.44, while the NASDAQ dipped 10.72 points or 0.07 percent to close at 15,169.68 and the S&P 500 sank 48.03 points or 1.03 percent to end at 4,620.64. For the week, the NASDAQ plunged 2.9 percent, the Dow lost 1.7 percent and the S&P was down 1.9 percent.</p><p><blockquote>道琼斯指数暴跌532.16点,跌幅1.48%,收于35365.44点;纳斯达克指数下跌10.72点,跌幅0.07%,收于15169.68点;标普500指数下跌48.03点,跌幅1.03%,收于4620.64点。本周,纳斯达克指数暴跌2.9%,道琼斯指数下跌1.7%,标准普尔指数下跌1.9%。</blockquote></p><p> The volatility on Wall Street came on a quadruple witching day, with stock options, index options, stock futures and index futures all expiring.</p><p><blockquote>华尔街的波动发生在四重魔法日,股票期权、指数期权、股票期货和指数期货都到期了。</blockquote></p><p> Concerns about the impact of the Omicron variant of the coronavirus also weighed on the markets along with worries about ongoing supply chain issues.</p><p><blockquote>对冠状病毒奥密克戎变种影响的担忧以及对持续供应链问题的担忧也给市场带来压力。</blockquote></p><p> Crude oil prices tumbled Friday on concerns for energy demand due to a rapid surge in Omicron variant of the coronavirus and reimposition of restrictions. West Texas Intermediate Crude oil futures for January sank $1.52 or 2.1 percent at $70.86 a barrel. WTI crude futures shed 1.1 percent in the week.</p><p><blockquote>由于冠状病毒奥密克戎变种迅速激增和重新实施限制,人们担心能源需求,原油价格周五暴跌。1月份西德克萨斯中质原油期货下跌1.52美元,跌幅2.1%,至每桶70.86美元。WTI原油期货本周下跌1.1%。</blockquote></p><p></p>","source":"lsy1626938412129","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>Singapore Stock Market May Give Up Support At 3,100 Points<blockquote>新加坡股市可能放弃3100点的支撑</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\">\nSingapore Stock Market May Give Up Support At 3,100 Points<blockquote>新加坡股市可能放弃3100点的支撑</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">RTTNews</strong><span class=\"h-time small\">2021-12-20 08:09</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The Singapore stock market has alternated between positive and negative finishes through the last four trading days since the end of the two-day slide in which it had fallen more than 20 points or 0.7 percent. The Straits Times Index now sits just above the 3,110-point plateau and it may take further damage again on Monday.</p><p><blockquote>自连续两天下跌超过20点或0.7%以来,新加坡股市在过去四个交易日中交替出现正面和负面收盘。海峡时报指数目前位于 3,110 点平台上方,周一可能会再次遭受进一步损害。</blockquote></p><p> The global forecast for the Asian markets is soft on omicron coronavirus concerns and sinking oil prices. The European markets were mixed and the U.S. bourses were down and the Asian markets figure to split the difference.</p><p><blockquote>由于奥密克戎冠状病毒的担忧和油价下跌,亚洲市场的全球预测疲软。欧洲市场涨跌互现,美国股市下跌,亚洲市场平分秋色。</blockquote></p><p> The STI finished modestly lower on Friday following losses from the industrials and properties, while the financials came in mixed.</p><p><blockquote>受工业和房地产股下跌影响,STI 周五小幅收低,而金融股涨跌互现。</blockquote></p><p> For the day, the index lost 17.17 points or 0.55 percent to finish at the daily low of 3,111.63 after peaking at 3,134.99. Volume was 1.2 billion shares worth 1.5 billion Singapore dollars. There were 280 decliners and 188 gainers.</p><p><blockquote>当天,该指数下跌 17.17 点或 0.55%,在触及 3,134.99 点的峰值后,收于 3,111.63 点的日低点。成交量为12亿股,价值15亿新加坡元。下跌者280人,上涨者188人。</blockquote></p><p> Among the actives, CapitaLand Integrated Commercial Trust and Mapletree Commercial Trust both slumped 0.50 percent, while City Developments tanked 1.45 percent, Comfort DelGro lost 0.72 percent, Dairy Farm International slid 0.36 percent, DBS Group collected 0.34 percent, Genting Singapore fell 0.65 percent, Hongkong Land plummeted 2.07 percent, Keppel Corp and Venture Corporation both sank 0.97 percent, Mapletree Logistics Trust weakened 0.53 percent, Oversea-Chinese Banking Corporation eased 0.09 percent, SATS skidded 1.03 percent, SembCorp Industries plunged 1.49 percent, Singapore Airlines dropped 0.81 percent, Singapore Exchange tumbled 1.39 percent, Singapore Press Holdings added 0.43 percent, Singapore Technologies Engineering retreated 1.06 percent, SingTel stumbled 0.63 percent, Thai Beverage shed 0.75 percent, United Overseas Bank dipped 0.30 percent, Wilmar International declined 1.21 percent and Yangzijiang Shipbuilding and Ascendas REIT were unchanged.</p><p><blockquote>资产中,凯德综合商业信托和丰树商业信托均下跌 0.50%,城市发展下跌 1.45%,康德高下跌 0.72%,奶场国际下跌 0.36%,星展集团上涨 0.34%,云顶新加坡下跌 0.65%,香港置地暴跌 2.07%,吉宝公司和创业公司均下跌 0.97%,丰树物流信托疲软 0.53%,华侨银行下跌 0.09%,SATS 下跌 1.03%,胜科工业下跌 1.49%,新加坡航空公司下跌 0.81%,新加坡交易所下跌 1.39%,新加坡报业控股上涨 0.43%,新加坡科技工程下跌 1.06%,新加坡电信下跌 0.63%,泰国饮料下跌 0.75%</blockquote></p><p> The lead from Wall Street is negative as the major averages opened lower on a volatile Friday. The NASDAQ peeked briefly into the green but the markets all still finished in the red.</p><p><blockquote>华尔街的领先优势是负面的,因为主要股指在动荡的周五开盘走低。纳斯达克短暂地出现了绿色,但市场仍然全部以红色收盘。</blockquote></p><p> The Dow plunged 532.16 points or 1.48 percent to finish at 35,365.44, while the NASDAQ dipped 10.72 points or 0.07 percent to close at 15,169.68 and the S&P 500 sank 48.03 points or 1.03 percent to end at 4,620.64. For the week, the NASDAQ plunged 2.9 percent, the Dow lost 1.7 percent and the S&P was down 1.9 percent.</p><p><blockquote>道琼斯指数暴跌532.16点,跌幅1.48%,收于35365.44点;纳斯达克指数下跌10.72点,跌幅0.07%,收于15169.68点;标普500指数下跌48.03点,跌幅1.03%,收于4620.64点。本周,纳斯达克指数暴跌2.9%,道琼斯指数下跌1.7%,标准普尔指数下跌1.9%。</blockquote></p><p> The volatility on Wall Street came on a quadruple witching day, with stock options, index options, stock futures and index futures all expiring.</p><p><blockquote>华尔街的波动发生在四重魔法日,股票期权、指数期权、股票期货和指数期货都到期了。</blockquote></p><p> Concerns about the impact of the Omicron variant of the coronavirus also weighed on the markets along with worries about ongoing supply chain issues.</p><p><blockquote>对冠状病毒奥密克戎变种影响的担忧以及对持续供应链问题的担忧也给市场带来压力。</blockquote></p><p> Crude oil prices tumbled Friday on concerns for energy demand due to a rapid surge in Omicron variant of the coronavirus and reimposition of restrictions. West Texas Intermediate Crude oil futures for January sank $1.52 or 2.1 percent at $70.86 a barrel. WTI crude futures shed 1.1 percent in the week.</p><p><blockquote>由于冠状病毒奥密克戎变种迅速激增和重新实施限制,人们担心能源需求,原油价格周五暴跌。1月份西德克萨斯中质原油期货下跌1.52美元,跌幅2.1%,至每桶70.86美元。WTI原油期货本周下跌1.1%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.rttnews.com/3250329/singapore-stock-market-may-give-up-support-at-3100-points.aspx\">RTTNews</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":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.rttnews.com/3250329/singapore-stock-market-may-give-up-support-at-3100-points.aspx","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154958924","content_text":"The Singapore stock market has alternated between positive and negative finishes through the last four trading days since the end of the two-day slide in which it had fallen more than 20 points or 0.7 percent. The Straits Times Index now sits just above the 3,110-point plateau and it may take further damage again on Monday.\nThe global forecast for the Asian markets is soft on omicron coronavirus concerns and sinking oil prices. The European markets were mixed and the U.S. bourses were down and the Asian markets figure to split the difference.\nThe STI finished modestly lower on Friday following losses from the industrials and properties, while the financials came in mixed.\nFor the day, the index lost 17.17 points or 0.55 percent to finish at the daily low of 3,111.63 after peaking at 3,134.99. Volume was 1.2 billion shares worth 1.5 billion Singapore dollars. There were 280 decliners and 188 gainers.\nAmong the actives, CapitaLand Integrated Commercial Trust and Mapletree Commercial Trust both slumped 0.50 percent, while City Developments tanked 1.45 percent, Comfort DelGro lost 0.72 percent, Dairy Farm International slid 0.36 percent, DBS Group collected 0.34 percent, Genting Singapore fell 0.65 percent, Hongkong Land plummeted 2.07 percent, Keppel Corp and Venture Corporation both sank 0.97 percent, Mapletree Logistics Trust weakened 0.53 percent, Oversea-Chinese Banking Corporation eased 0.09 percent, SATS skidded 1.03 percent, SembCorp Industries plunged 1.49 percent, Singapore Airlines dropped 0.81 percent, Singapore Exchange tumbled 1.39 percent, Singapore Press Holdings added 0.43 percent, Singapore Technologies Engineering retreated 1.06 percent, SingTel stumbled 0.63 percent, Thai Beverage shed 0.75 percent, United Overseas Bank dipped 0.30 percent, Wilmar International declined 1.21 percent and Yangzijiang Shipbuilding and Ascendas REIT were unchanged.\nThe lead from Wall Street is negative as the major averages opened lower on a volatile Friday. The NASDAQ peeked briefly into the green but the markets all still finished in the red.\nThe Dow plunged 532.16 points or 1.48 percent to finish at 35,365.44, while the NASDAQ dipped 10.72 points or 0.07 percent to close at 15,169.68 and the S&P 500 sank 48.03 points or 1.03 percent to end at 4,620.64. For the week, the NASDAQ plunged 2.9 percent, the Dow lost 1.7 percent and the S&P was down 1.9 percent.\nThe volatility on Wall Street came on a quadruple witching day, with stock options, index options, stock futures and index futures all expiring.\nConcerns about the impact of the Omicron variant of the coronavirus also weighed on the markets along with worries about ongoing supply chain issues.\nCrude oil prices tumbled Friday on concerns for energy demand due to a rapid surge in Omicron variant of the coronavirus and reimposition of restrictions. West Texas Intermediate Crude oil futures for January sank $1.52 or 2.1 percent at $70.86 a barrel. WTI crude futures shed 1.1 percent in the week.","news_type":1,"symbols_score_info":{"STI.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":3810,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699417869,"gmtCreate":1639876272399,"gmtModify":1639876273737,"author":{"id":"3586247634551228","authorId":"3586247634551228","name":"ken26ksh","avatar":"https://static.tigerbbs.com/64235ed64966a3645379f94c283bdef9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586247634551228","idStr":"3586247634551228"},"themes":[],"title":"","htmlText":"Awesome ","listText":"Awesome ","text":"Awesome","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699417869","repostId":"1170599515","repostType":4,"repost":{"id":"1170599515","kind":"news","pubTimestamp":1639872378,"share":"https://www.laohunote.com/m/news/1170599515?lang=zh_CN&edition=full","pubTime":"2021-12-19 08:06","market":"us","language":"en","title":"Nio unveils new model and talks power at Nio Day event<blockquote>蔚来在蔚来日活动上推出新车型并谈论动力</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1170599515","media":"Seeking Alpha","summary":"$Nio $ unveiled its the ET5 mid-size smart electric sedan at Nio Day 2021 today. The vehicle is the fifth mass-produced model from the Chinese electric vehicle maker.The automaker says the ET5 draws on the fluid silhouette of ET7 and \"seamlessly integrates high-performance autonomous driving sensors into its pure yet progressive body lines.\". The ET5 features the latest NIO Autonomous Driving and is said to be set to gradually achieve a safe and reassuring autonomous driving experience in scenar","content":"<p><a href=\"https://laohu8.com/S/NIO\">Nio </a> unveiled its the ET5 mid-size smart electric sedan at Nio Day 2021 today. The vehicle is the fifth mass-produced model from the Chinese electric vehicle maker.</p><p><blockquote><a href=\"https://laohu8.com/S/NIO\">蔚来</a>今天在 2021 年蔚来日上推出了 ET5 中型智能电动轿车。该车是这家中国电动汽车制造商的第五款量产车型。</blockquote></p><p> The automaker says the ET5 draws on the fluid silhouette of ET7 and \"seamlessly integrates high-performance autonomous driving sensors into its pure yet progressive body lines.\"</p><p><blockquote>该汽车制造商表示,ET5 借鉴了 ET7 的流体轮廓,并“将高性能自动驾驶传感器无缝集成到其纯粹而先进的车身线条中”。</blockquote></p><p> Customers can buy the ET5 with battery pack for 328,000 yuan ($51,450) for the version with 75kWh battery pack and 386,000 yuan ($60,550) for the 100kWh version. Those prices are before subsidies.</p><p><blockquote>客户可以以328,000元(51,450美元)的价格购买75kWh电池组版本的ET5,以386,000元(60,550美元)的价格购买100kWh版本的ET5。这些价格是补贴前的价格。</blockquote></p><p> The ET5 features the latest NIO Autonomous Driving and is said to be set to gradually achieve a safe and reassuring autonomous driving experience in scenarios such as highways, urban areas, parking and battery swapping.</p><p><blockquote>ET5采用了最新的蔚来自动驾驶,据说将在高速公路、城市地区、停车和电池更换等场景中逐步实现安全可靠的自动驾驶体验。</blockquote></p><p> Other highlights from Nio's (NIO) event included updates on the ET7. The company also talked up its power and battery charging initiatives. Nio (NIO) said it has now deployed 3,348 destination chargers and 3,136 super chargers across China. Home chargers have been installed for 94K users.</p><p><blockquote>蔚来(蔚来)活动的其他亮点包括 ET7 的更新。该公司还谈到了其电力和电池充电计划。蔚来(蔚来)表示,目前已在全国部署3348个目的地充电器和3136个超级充电器。已经为9.4万用户安装了家用充电器。</blockquote></p><p> Watch Nio (NIO) for a bounce on Monday if the event creates buzz. Nio is already one of the most discussed stocks on StockTwits and Reddit's WallStreetBets. See all the stocks on watch next week for some share price volatility.</p><p><blockquote>如果赛事引起轰动,请关注周一蔚来(蔚来)的反弹。蔚来已经是 StockTwits 和 Reddit 的 WallStreetBets 上讨论最多的股票之一。查看下周所有关注的股票,了解一些股价波动。</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>Nio unveils new model and talks power at Nio Day event<blockquote>蔚来在蔚来日活动上推出新车型并谈论动力</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNio unveils new model and talks power at Nio Day event<blockquote>蔚来在蔚来日活动上推出新车型并谈论动力</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\">2021-12-19 08:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/NIO\">Nio </a> unveiled its the ET5 mid-size smart electric sedan at Nio Day 2021 today. The vehicle is the fifth mass-produced model from the Chinese electric vehicle maker.</p><p><blockquote><a href=\"https://laohu8.com/S/NIO\">蔚来</a>今天在 2021 年蔚来日上推出了 ET5 中型智能电动轿车。该车是这家中国电动汽车制造商的第五款量产车型。</blockquote></p><p> The automaker says the ET5 draws on the fluid silhouette of ET7 and \"seamlessly integrates high-performance autonomous driving sensors into its pure yet progressive body lines.\"</p><p><blockquote>该汽车制造商表示,ET5 借鉴了 ET7 的流体轮廓,并“将高性能自动驾驶传感器无缝集成到其纯粹而先进的车身线条中”。</blockquote></p><p> Customers can buy the ET5 with battery pack for 328,000 yuan ($51,450) for the version with 75kWh battery pack and 386,000 yuan ($60,550) for the 100kWh version. Those prices are before subsidies.</p><p><blockquote>客户可以以328,000元(51,450美元)的价格购买75kWh电池组版本的ET5,以386,000元(60,550美元)的价格购买100kWh版本的ET5。这些价格是补贴前的价格。</blockquote></p><p> The ET5 features the latest NIO Autonomous Driving and is said to be set to gradually achieve a safe and reassuring autonomous driving experience in scenarios such as highways, urban areas, parking and battery swapping.</p><p><blockquote>ET5采用了最新的蔚来自动驾驶,据说将在高速公路、城市地区、停车和电池更换等场景中逐步实现安全可靠的自动驾驶体验。</blockquote></p><p> Other highlights from Nio's (NIO) event included updates on the ET7. The company also talked up its power and battery charging initiatives. Nio (NIO) said it has now deployed 3,348 destination chargers and 3,136 super chargers across China. Home chargers have been installed for 94K users.</p><p><blockquote>蔚来(蔚来)活动的其他亮点包括 ET7 的更新。该公司还谈到了其电力和电池充电计划。蔚来(蔚来)表示,目前已在全国部署3348个目的地充电器和3136个超级充电器。已经为9.4万用户安装了家用充电器。</blockquote></p><p> Watch Nio (NIO) for a bounce on Monday if the event creates buzz. Nio is already one of the most discussed stocks on StockTwits and Reddit's WallStreetBets. See all the stocks on watch next week for some share price volatility.</p><p><blockquote>如果赛事引起轰动,请关注周一蔚来(蔚来)的反弹。蔚来已经是 StockTwits 和 Reddit 的 WallStreetBets 上讨论最多的股票之一。查看下周所有关注的股票,了解一些股价波动。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/news/3781485-nio-unveils-new-model-and-talks-power-at-nio-day-event\">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":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/news/3781485-nio-unveils-new-model-and-talks-power-at-nio-day-event","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170599515","content_text":"Nio unveiled its the ET5 mid-size smart electric sedan at Nio Day 2021 today. The vehicle is the fifth mass-produced model from the Chinese electric vehicle maker.\nThe automaker says the ET5 draws on the fluid silhouette of ET7 and \"seamlessly integrates high-performance autonomous driving sensors into its pure yet progressive body lines.\"\nCustomers can buy the ET5 with battery pack for 328,000 yuan ($51,450) for the version with 75kWh battery pack and 386,000 yuan ($60,550) for the 100kWh version. Those prices are before subsidies.\nThe ET5 features the latest NIO Autonomous Driving and is said to be set to gradually achieve a safe and reassuring autonomous driving experience in scenarios such as highways, urban areas, parking and battery swapping.\nOther highlights from Nio's (NIO) event included updates on the ET7. The company also talked up its power and battery charging initiatives. Nio (NIO) said it has now deployed 3,348 destination chargers and 3,136 super chargers across China. Home chargers have been installed for 94K users.\nWatch Nio (NIO) for a bounce on Monday if the event creates buzz. Nio is already one of the most discussed stocks on StockTwits and Reddit's WallStreetBets. See all the stocks on watch next week for some share price volatility.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":4282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699118092,"gmtCreate":1639755142527,"gmtModify":1639755143817,"author":{"id":"3586247634551228","authorId":"3586247634551228","name":"ken26ksh","avatar":"https://static.tigerbbs.com/64235ed64966a3645379f94c283bdef9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586247634551228","idStr":"3586247634551228"},"themes":[],"title":"","htmlText":"Awesome ","listText":"Awesome ","text":"Awesome","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699118092","repostId":"2192597562","repostType":4,"isVote":1,"tweetType":1,"viewCount":5512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690927314,"gmtCreate":1639624106242,"gmtModify":1639624107555,"author":{"id":"3586247634551228","authorId":"3586247634551228","name":"ken26ksh","avatar":"https://static.tigerbbs.com/64235ed64966a3645379f94c283bdef9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586247634551228","idStr":"3586247634551228"},"themes":[],"title":"","htmlText":"Awesome ","listText":"Awesome ","text":"Awesome","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/690927314","repostId":"1156000862","repostType":2,"repost":{"id":"1156000862","kind":"news","pubTimestamp":1639622579,"share":"https://www.laohunote.com/m/news/1156000862?lang=zh_CN&edition=full","pubTime":"2021-12-16 10:42","market":"us","language":"en","title":"Why Apple Stock Rallied<blockquote>苹果股价为何上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1156000862","media":"Motley Fool","summary":"What happened\nShares of Apple(NASDAQ:AAPL)climbed nearly 3% on Wednesday, following the Federal Rese","content":"<p><b>What happened</b></p><p><blockquote><b>发生了什么事</b></blockquote></p><p> Shares of <b>Apple</b>(NASDAQ:AAPL)climbed nearly 3% on Wednesday, following the Federal Reserve's statement.</p><p><blockquote>股份<b>苹果</b>美联储发表声明后,(纳斯达克股票代码:AAPL)周三上涨近 3%。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> The Federal Reserve plans to taper its asset purchases at a faster rate to combat rising inflation. The announcement came after wholesale prices surged a record 9.6% in November.</p><p><blockquote>美联储计划以更快的速度缩减资产购买规模,以应对不断上升的通胀。这一消息是在 11 月份批发价格飙升创纪录的 9.6% 之后发布的。</blockquote></p><p> This tapering positions the Federal Reserve to begin raising interest rates next year. Members of the Federal Open Market Committee forecast three rate hikes in 2022.</p><p><blockquote>此次缩减规模使美联储有望在明年开始加息。联邦公开市场委员会成员预测 2022 年将加息三次。</blockquote></p><p> While a reduction in stimulus measures and the prospect of rate hikes are not normally bullish indicators for stocks, the announcements were largely in line with the market's expectations. Investors appeared to breathe a sigh of relief that the Federal Reserve wasn't planning more aggressive action to battle inflation, and the major stock indexes surged.</p><p><blockquote>虽然刺激措施的减少和加息前景通常不是股市的看涨指标,但这些公告在很大程度上符合市场预期。投资者似乎松了一口气,因为美联储没有计划采取更激进的行动来对抗通胀,主要股指飙升。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在呢</b></blockquote></p><p> The news allowed investors to shift their attention away from macroeconomic factors and refocus on Apple's core business fundamentals and growth prospects -- two areas where the tech titan shines.</p><p><blockquote>这一消息让投资者将注意力从宏观经济因素上转移开来,重新关注苹果的核心业务基本面和增长前景——这是这家科技巨头大放异彩的两个领域。</blockquote></p><p> A 5G upgrade cycle is fueling iPhone sales, while rave reviews of Apple's high-performance M1 chip are boosting sales of Macs and iPads. Together, these trends are likely to drive the tech giant's already huge profits even higher.</p><p><blockquote>5G升级周期正在推动iPhone的销售,而苹果高性能M1芯片的好评正在推动Mac和iPad的销售。这些趋势加在一起,可能会进一步推动这家科技巨头本已巨额利润。</blockquote></p><p> Additionally, analysts are intrigued by Apple's virtual and augmented reality initiatives, as well as its secretive self-driving car project. Their excitement is palpable, and several analysts have recently raised their price forecasts for Apple's stock due in part to the potential of these new products.</p><p><blockquote>此外,分析师对苹果的虚拟和增强现实计划以及其秘密的自动驾驶汽车项目很感兴趣。他们的兴奋是显而易见的,几位分析师最近提高了对苹果股票的价格预测,部分原因是这些新产品的潜力。</blockquote></p><p> With today's Fed statement and subsequent market rally seemingly signaling that it's ok to buy great growth stocks once again, many investors decided to purchase shares of Apple, and its stock price rose in kind.</p><p><blockquote>随着今天的美联储声明和随后的市场反弹似乎表明再次购买高增长股票是可以的,许多投资者决定购买苹果股票,其股价也随之上涨。</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>Why Apple Stock Rallied<blockquote>苹果股价为何上涨</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\">\nWhy Apple Stock Rallied<blockquote>苹果股价为何上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-16 10:42</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>What happened</b></p><p><blockquote><b>发生了什么事</b></blockquote></p><p> Shares of <b>Apple</b>(NASDAQ:AAPL)climbed nearly 3% on Wednesday, following the Federal Reserve's statement.</p><p><blockquote>股份<b>苹果</b>美联储发表声明后,(纳斯达克股票代码:AAPL)周三上涨近 3%。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> The Federal Reserve plans to taper its asset purchases at a faster rate to combat rising inflation. The announcement came after wholesale prices surged a record 9.6% in November.</p><p><blockquote>美联储计划以更快的速度缩减资产购买规模,以应对不断上升的通胀。这一消息是在 11 月份批发价格飙升创纪录的 9.6% 之后发布的。</blockquote></p><p> This tapering positions the Federal Reserve to begin raising interest rates next year. Members of the Federal Open Market Committee forecast three rate hikes in 2022.</p><p><blockquote>此次缩减规模使美联储有望在明年开始加息。联邦公开市场委员会成员预测 2022 年将加息三次。</blockquote></p><p> While a reduction in stimulus measures and the prospect of rate hikes are not normally bullish indicators for stocks, the announcements were largely in line with the market's expectations. Investors appeared to breathe a sigh of relief that the Federal Reserve wasn't planning more aggressive action to battle inflation, and the major stock indexes surged.</p><p><blockquote>虽然刺激措施的减少和加息前景通常不是股市的看涨指标,但这些公告在很大程度上符合市场预期。投资者似乎松了一口气,因为美联储没有计划采取更激进的行动来对抗通胀,主要股指飙升。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在呢</b></blockquote></p><p> The news allowed investors to shift their attention away from macroeconomic factors and refocus on Apple's core business fundamentals and growth prospects -- two areas where the tech titan shines.</p><p><blockquote>这一消息让投资者将注意力从宏观经济因素上转移开来,重新关注苹果的核心业务基本面和增长前景——这是这家科技巨头大放异彩的两个领域。</blockquote></p><p> A 5G upgrade cycle is fueling iPhone sales, while rave reviews of Apple's high-performance M1 chip are boosting sales of Macs and iPads. Together, these trends are likely to drive the tech giant's already huge profits even higher.</p><p><blockquote>5G升级周期正在推动iPhone的销售,而苹果高性能M1芯片的好评正在推动Mac和iPad的销售。这些趋势加在一起,可能会进一步推动这家科技巨头本已巨额利润。</blockquote></p><p> Additionally, analysts are intrigued by Apple's virtual and augmented reality initiatives, as well as its secretive self-driving car project. Their excitement is palpable, and several analysts have recently raised their price forecasts for Apple's stock due in part to the potential of these new products.</p><p><blockquote>此外,分析师对苹果的虚拟和增强现实计划以及其秘密的自动驾驶汽车项目很感兴趣。他们的兴奋是显而易见的,几位分析师最近提高了对苹果股票的价格预测,部分原因是这些新产品的潜力。</blockquote></p><p> With today's Fed statement and subsequent market rally seemingly signaling that it's ok to buy great growth stocks once again, many investors decided to purchase shares of Apple, and its stock price rose in kind.</p><p><blockquote>随着今天的美联储声明和随后的市场反弹似乎表明再次购买高增长股票是可以的,许多投资者决定购买苹果股票,其股价也随之上涨。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/12/15/why-apple-stock-rallied-today/\">Motley Fool</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2021/12/15/why-apple-stock-rallied-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156000862","content_text":"What happened\nShares of Apple(NASDAQ:AAPL)climbed nearly 3% on Wednesday, following the Federal Reserve's statement.\nSo what\nThe Federal Reserve plans to taper its asset purchases at a faster rate to combat rising inflation. The announcement came after wholesale prices surged a record 9.6% in November.\nThis tapering positions the Federal Reserve to begin raising interest rates next year. Members of the Federal Open Market Committee forecast three rate hikes in 2022.\nWhile a reduction in stimulus measures and the prospect of rate hikes are not normally bullish indicators for stocks, the announcements were largely in line with the market's expectations. Investors appeared to breathe a sigh of relief that the Federal Reserve wasn't planning more aggressive action to battle inflation, and the major stock indexes surged.\nNow what\nThe news allowed investors to shift their attention away from macroeconomic factors and refocus on Apple's core business fundamentals and growth prospects -- two areas where the tech titan shines.\nA 5G upgrade cycle is fueling iPhone sales, while rave reviews of Apple's high-performance M1 chip are boosting sales of Macs and iPads. Together, these trends are likely to drive the tech giant's already huge profits even higher.\nAdditionally, analysts are intrigued by Apple's virtual and augmented reality initiatives, as well as its secretive self-driving car project. Their excitement is palpable, and several analysts have recently raised their price forecasts for Apple's stock due in part to the potential of these new products.\nWith today's Fed statement and subsequent market rally seemingly signaling that it's ok to buy great growth stocks once again, many investors decided to purchase shares of Apple, and its stock price rose in kind.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3595,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607884565,"gmtCreate":1639525330375,"gmtModify":1639525331841,"author":{"id":"3586247634551228","authorId":"3586247634551228","name":"ken26ksh","avatar":"https://static.tigerbbs.com/64235ed64966a3645379f94c283bdef9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586247634551228","idStr":"3586247634551228"},"themes":[],"title":"","htmlText":"Awesome , buy the dip and win big","listText":"Awesome , buy the dip and win big","text":"Awesome , buy the dip and win big","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/607884565","repostId":"2191784951","repostType":4,"isVote":1,"tweetType":1,"viewCount":3921,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604472981,"gmtCreate":1639442653543,"gmtModify":1639442654805,"author":{"id":"3586247634551228","authorId":"3586247634551228","name":"ken26ksh","avatar":"https://static.tigerbbs.com/64235ed64966a3645379f94c283bdef9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586247634551228","idStr":"3586247634551228"},"themes":[],"title":"","htmlText":"Awesome ","listText":"Awesome ","text":"Awesome","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/604472981","repostId":"2191984334","repostType":4,"isVote":1,"tweetType":1,"viewCount":4517,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604832541,"gmtCreate":1639367371879,"gmtModify":1639367520073,"author":{"id":"3586247634551228","authorId":"3586247634551228","name":"ken26ksh","avatar":"https://static.tigerbbs.com/64235ed64966a3645379f94c283bdef9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586247634551228","idStr":"3586247634551228"},"themes":[],"title":"","htmlText":"Awesome ","listText":"Awesome ","text":"Awesome","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/604832541","repostId":"1163753909","repostType":4,"repost":{"id":"1163753909","kind":"news","pubTimestamp":1639365199,"share":"https://www.laohunote.com/m/news/1163753909?lang=zh_CN&edition=full","pubTime":"2021-12-13 11:13","market":"us","language":"en","title":"Palantir Has Now Entered A New Dimension<blockquote>Palantir 现已进入一个新的维度</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1163753909","media":"Seeking Alpha","summary":"Summary\n\nPalantir recently launched Foundry for Crypto to empower the future of finance.\nPalantir no","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Palantir recently launched Foundry for Crypto to empower the future of finance.</li> <li>Palantir now has the opportunity to leverage its platform's connective tissue to track the flow of funds within decentralized finance applications.</li> <li>Palantir's worked with the IRS since 2013 and prior to the release of Foundry, Gotham was deployed for large financial institutions.</li> <li>In today's article, I will highlight Palantir's roots that lead back to PayPal as well as Palantir's opportunity within fintech.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b19fbe474b2b948c1dd476507722b776\" tg-width=\"1536\" tg-height=\"864\" width=\"100%\" height=\"auto\"><span>Olemedia/E+ via Getty Images</span></p><p><blockquote><ul><li>Palantir最近推出了Foundry for Crypto,以赋能金融的未来。</li><li>Palantir现在有机会利用其平台的结缔组织来跟踪去中心化金融应用程序中的资金流动。</li><li>Palantir自2013年以来一直与美国国税局合作,在Foundry发布之前,Gotham被部署到大型金融机构。</li><li>在今天的文章中,我将重点介绍 Palantir 的PayPal根源以及 Palantir 在金融科技领域的机会。</li></ul><p class=\"t-img-caption\"><span>Olemedia/E+ 来自盖蒂图片社</span></p></blockquote></p><p> <b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p> When it comes to Palantir (PLTR), most investors are excited by its government business as well as its opportunity in the commercial sector with Foundry for Builders. Today, ~60% of Palantir's business stems from the government, while the other portion comes from the commercial sector. Palantir's platform is known for its artificial intelligence (AI) and deep data insights that provide its customers with critical information to help maximize their profits. Palantir's solutions are built around \"mission-driven engineering\" to integrate information from siloed and unstructured data sets. In this article, we'll explore Palantir's roots that go back to the payments industry and PayPal.</p><p><blockquote>谈到 Palantir (PLTR),大多数投资者对其政府业务以及其在商业领域为建筑商提供铸造厂的机会感到兴奋。如今,Palantir 约 60% 的业务来自政府,而另一部分来自商业部门。Palantir 的平台以其人工智能 (AI) 和深度数据洞察而闻名,可为客户提供关键信息,帮助他们实现利润最大化。Palantir的解决方案围绕“任务驱动的工程”构建,以整合来自孤岛和非结构化数据集的信息。在本文中,我们将探索 Palantir 的根源,可以追溯到支付行业和PayPal。</blockquote></p><p> PayPal and Palantir co-founder Peter Thiel approached fellow Palantir co-founder, Stephen Cohen, in 2004 and told him about his idea for Palantir, here's what he envisioned.</p><p><blockquote>PayPal和Palantir联合创始人Peter Thiel在2004年找到了Palantir联合创始人Stephen Cohen,告诉他他对Palantir的想法,以下是他的设想。</blockquote></p><p> Let's take some of the ideas from the PayPal Anti-Fraud platform and let's try to generalize them to solve the country's counterterrorism problem. And we'll start by selling it directly to the U.S. Government. And while we're at it, let's solve the generalized enterprise information management platforms that are out there. Let's help big enterprises use a Silicon Valley approach to understanding their data.\"-Stephen Cohen, 2013 Five years ago, a quarter of Palantir's business stemmed from the financial sector - while Palantir's connection to the fintech may not be clear on the surface, the company has a significant opportunity to deploy its AI, specifically Foundry, for fintech applications whether that's current banks or fintech companies such as Elementus, a blockchain analytics platform. Palantir currently serves the IRS and the current banking infrastructure as well as future innovative payment technologies such as cryptocurrencies and smart contracts.</p><p><blockquote>让我们从PayPal反欺诈平台中汲取一些想法,并尝试将它们概括起来,以解决国家的反恐问题。我们将首先直接卖给美国政府。同时,让我们来解决现有的通用企业信息管理平台。让我们帮助大型企业使用硅谷方法来理解他们的数据。”——Stephen Cohen,2013 五年前,Palantir 四分之一的业务来自金融领域——虽然 Palantir 与金融科技的联系表面上可能并不清楚,但该公司拥有为金融科技应用部署其人工智能(特别是 Foundry)的重大机会,无论是当前的银行还是区块链分析平台 Elementus 等金融科技公司。Palantir目前为美国国税局和当前的银行基础设施以及未来的创新支付技术(如加密货币和智能合约)提供服务。</blockquote></p><p> <b>Deep Roots In Payments</b></p><p><blockquote><b>深深扎根于支付</b></blockquote></p><p> Much of the Palantir \"DNA\" and culture is replicated from PayPal. Palantir's core technology was also inspired by PayPal, specifically PayPal's Anti-Fraud platform. Peter Thiel co-founded PayPal with Max Levchin and would later go on to co-find Palantir along with Nathan Gettings, Palantir's first chief technology officer, who was an engineer at PayPal where he worked closely with Levchin fighting payment fraud. This PayPal Anti-Fraud framework would go on to provide the fundamental building blocks for Palantir's first initiative to fight counterterrorism.</p><p><blockquote>Palantir的大部分“DNA”和文化是从PayPal复制的。Palantir的核心技术也受到了PayPal的启发,特别是PayPal的反欺诈平台。Peter Thiel与Max Levchin共同创立了PayPal,后来与Palantir的第一任首席技术官Nathan Gettings共同创立了Palantir,Nathan Gettings是PayPal的一名工程师,在那里他与Levchin密切合作,打击支付欺诈。这个PayPal反欺诈框架将继续为Palantir打击恐怖主义的第一个举措提供基本构件。</blockquote></p><p> Palantir deploys technology within the government that is similar to what it deploys for large financial institutions. The challenges that financial institutions must overcome are similar to those faced in the government context because there are many data sources and many systems that feed input into the financial service sector as well as the government sector. Palantir uses deep data analytics to identify patterns and trends within this information to help its customers manage risk and execute their plans to better navigate complex environments that are constantly changing.</p><p><blockquote>Palantir在政府内部部署的技术类似于它为大型金融机构部署的技术。金融机构必须克服的挑战与政府部门面临的挑战相似,因为有许多数据源和许多系统向金融服务部门和政府部门提供投入。Palantir使用深度数据分析来识别这些信息中的模式和趋势,以帮助其客户管理风险并执行他们的计划,以更好地驾驭不断变化的复杂环境。</blockquote></p><p> In 2016, about 25% of Palantir's business came from the financial sector as Palantir deployed its Gotham Platform to investigate fraud for large institutions, as reported in its S1. Palantir works with a lot of banks and replaced legacy technology that's been around for over 30 years. For example, Credit Suisse has used Palantir since 2013 to analyze risks and detect fraud using data from more than a hundred systems across their operations.</p><p><blockquote>2016年,Palantir约25%的业务来自金融领域,因为Palantir部署了其Gotham平台来调查大型机构的欺诈行为,正如其S1中所报告的那样。Palantir 与许多银行合作,取代了已经存在了 30 多年的传统技术。例如,瑞士信贷自 2013 年以来一直使用 Palantir,利用其运营中一百多个系统的数据来分析风险并检测欺诈。</blockquote></p><p> Palantir seeks to become the central operating system for entire industries rather than just a singular customer and Palantir sees an opportunity to create similar industry-wide partnerships within the financial services industry as it has within the U.S. government and aviation industry. Palantir's consistently winning government contracts while Palantir partnered with Airbus(OTCPK:EADSF) to launch SkyWise in 2017 and now works with over 100 airlines.</p><p><blockquote>Palantir 寻求成为整个行业的中央操作系统,而不仅仅是一个单一客户,Palantir 看到了在金融服务行业内建立类似于在美国政府和航空业的全行业合作伙伴关系的机会。Palantir 不断赢得政府合同,同时 Palantir 与空中客车公司 (OTCPK: EADSF) 合作,于 2017 年推出 SkyWise,目前与 100 多家航空公司合作。</blockquote></p><p> Significant Opportunity At Hand</p><p><blockquote>重大机遇即将到来</blockquote></p><p></p><p> On November 23, Palantir launched Foundry for Crypto, which will leverage Foundry's defined data integration to automatically build data pipelines and convert unorganized data into a transparent hub.</p><p><blockquote>11月23日,Palantir推出了Foundry for Crypto,它将利用Foundry定义的数据集成来自动构建数据管道,并将无组织的数据转换为透明的中心。</blockquote></p><p> Foundry for Crypto will enable Web3 startups to leverage the technology that financial institutions use to fight crime. With the current digital transformation underway and the rise of cryptocurrencies and blockchain technologies, Palantir leverages its data expertise to power the next generation of finance software.</p><p><blockquote>Foundry for Crypto将使Web3初创公司能够利用金融机构用来打击犯罪的技术。随着当前数字化转型的进行以及加密货币和区块链技术的兴起,Palantir利用其数据专业知识为下一代金融软件提供动力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f2a3fb5ad32eff1f464c225cc4b1f1c\" tg-width=\"1280\" tg-height=\"621\" width=\"100%\" height=\"auto\"><span>Source: Offerings | Crypto</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:产品 | Crypto</span></p></blockquote></p><p> As indicated above, Palantir is chain-agnostic, meaning that Palantir works with multiple blockchains. Palantir integrates transaction data as well as smart contract data which will enable Palantir to leverage the core competencies of its AI and data analysis to provide its KYC (Know-Your-Customer) insights. For example, if somebody were to make a transaction using cryptocurrency from a non-custodial wallet, then it'd typically be a challenge to decipher KYC information from that wallet since the blockchain itself is encrypted and decentralized. Palantir traces the assets in a non-custodial wallet and tracks where the assets were transferred from. This allows Palantir to locate the exchange the asset was originally transferred from and then Palantir can track customer data from the crypto exchange where the asset was purchased, like Coinbase.</p><p><blockquote>如上所述,Palantir是链不可知的,这意味着Palantir可以与多个区块链合作。Palantir整合了交易数据和智能合约数据,这将使Palantir能够利用其人工智能和数据分析的核心能力来提供KYC(了解你的客户)见解。例如,如果有人从非托管钱包中使用加密货币进行交易,那么从该钱包中解密KYC信息通常是一个挑战,因为区块链本身是加密和分散的。Palantir跟踪非托管钱包中的资产,并跟踪资产的转移位置。这使得 Palantir 能够找到最初转移资产的交易所,然后 Palantir 可以跟踪购买资产的加密货币交易所(如 Coinbase)的客户数据。</blockquote></p><p> The example above highlights how Palantir digs deep and scrapes the data from the blockchain to learn about a specific individual. This goes a long way in validating secure transactions as Palantir identifies malicious transactions on the blockchain, based on the transaction's location and specific properties. Companies that want to accept cryptocurrencies need secure solutions while they also want to gather insights around their customers to propel their businesses. BNPL companies, like Affirm, which was started by Max Levchin and Nathan Gettings, use advanced risk modeling (also referred to as AI) to offer consumers more fair credit assessments because BNPL companies have access to essential data from both the merchant and the consumer. Palantir could leverage its AI and data insights to help its customers better understand their clientele to offer targeted marketing campaigns or help them identify opportunities that will decrease expenses.</p><p><blockquote>上面的例子强调了Palantir如何深入挖掘和从区块链中抓取数据来了解特定个人。这在验证安全交易方面有很大帮助,因为Palantir会根据交易的位置和特定属性识别区块链上的恶意交易。想要接受加密货币的公司需要安全的解决方案,同时他们也希望收集客户周围的见解来推动他们的业务。BNPL 公司,例如由 Max Levchin 和 Nathan Gettings 创办的 Affirm,使用高级风险建模(也称为 AI)为消费者提供更公平的信用评估,因为 BNPL 公司可以访问商家和消费者的基本数据。Palantir 可以利用其人工智能和数据洞察力来帮助客户更好地了解他们的客户,以提供有针对性的营销活动或帮助他们识别降低费用的机会。</blockquote></p><p> Foundry for Crypto is still in its early adoption stage as it was recently rolled out and Palantir has multiple opportunities to implement this platform in a variety of industries as payment technology continues to evolve and will reshape the current payments landscape.</p><p><blockquote>Foundry for Crypto仍处于早期采用阶段,因为它是最近推出的,随着支付技术的不断发展并将重塑当前的支付格局,Palantir有多个机会在各种行业实施该平台。</blockquote></p><p> Smart contracts are another significant opportunity for Palantir. Smart contracts are a set of protocols that are validated and carried out on the flow of data, meaning that once the contract is fulfilled, the data will indicate the contract is satisfied and ensure that the liable party transfers the agreed-upon funds. Palantir has a great opportunity to play a role in the facilitation of data within smart contracts while removing the costs of working with third networks and banks.</p><p><blockquote>智能合约是 Palantir 的另一个重要机遇。智能合约是一组对数据流进行验证和执行的协议,这意味着一旦合同履行,数据将表明合同得到满足,并确保责任方转移约定的资金。Palantir有很好的机会在促进智能合约中的数据方面发挥作用,同时消除与第三方网络和银行合作的成本。</blockquote></p><p> One of Palantir's SPAC investments, BlackSky, deploys Foundry and processes real-time satellite imagery to monitor events taking place on Earth. For example, BlackSky can detect if the shipment has been delivered since BlackSky's satellites take images multiple times throughout the day. BlackSky monitors data and information that can only be processed through imagery and is the custodian of monitoring these actions and generating these actions into data points, so that they can inform smart contracts as to whether or not the contract was satisfied. This is a great example of how Palantir's customers may leverage Foundry to process information relating to digital assets and new digital protocols.</p><p><blockquote>Palantir 的 SPAC 投资之一 BlackSky 部署铸造厂并处理实时卫星图像来监控地球上发生的事件。例如,BlackSky可以检测货物是否已经交付,因为BlackSky的卫星全天多次拍摄图像。BlackSky监控只能通过图像处理的数据和信息,并且是监控这些动作并将这些动作生成数据点的保管人,这样他们就可以告知智能合约合同是否得到满足。这是Palantir的客户如何利用Foundry来处理与数字资产和新数字协议相关的信息的一个很好的例子。</blockquote></p><p> <b>The Government's Implemented Palantir's \"FinTech\" Solution Since 2013</b></p><p><blockquote><b>政府自2013年起实施Palantir的“金融科技”解决方案</b></blockquote></p><p> The IRS started working with Palantir in 2013 and Palantir continues to land and expand its partnership with the IRS as it's been awarded nearly $20 million from them over the last 12 months.</p><p><blockquote>美国国税局于2013年开始与Palantir合作,Palantir继续建立并扩大与美国国税局的合作伙伴关系,因为在过去12个月中,它从他们那里获得了近2000万美元的奖励。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e748221a3ed9fc319e2be6ebf40a8e95\" tg-width=\"956\" tg-height=\"524\" width=\"100%\" height=\"auto\"><span>Source: USAspending.gov</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:USAspending.gov</span></p></blockquote></p><p> In May, the IRS launched \"Operation Hidden Gem\", which is an initiative to focus on taxpayers who don't report cryptocurrencies gains. Carolyn Schenck, National Fraud Counsel for the IRS, recently had the following in regards to cryptocurrencies.</p><p><blockquote>5月,美国国税局启动了“隐藏宝石行动”,这是一项针对不报告加密货币收益的纳税人的举措。美国国税局的国家欺诈法律顾问卡罗琳·申克(Carolyn Schenck)最近对加密货币发表了以下看法。</blockquote></p><p></p><p> These transactions are not anonymous, we see you.\" Another issue around crypto fraud, which Palantir's AML is designed to detect, is similar to PayPal's Anti-Fraud platform. The IRS recently revealed in its annual report that it seized $3.5 billion so far this year from cryptocurrency-related fraud. Palantir enables the IRS with the solutions that decipher criminal financial schemes and analyzes a variety of data sources in real-time. In the past, Palantir allowed the IRS to track the flow of funds or the flow of assets. For example, if someone were to transfer assets to a bank in the Cayman Islands and then withdraw the cash in the U.S. and use it for a down payment on something like an additional property, Palantir's deep data analysis will connect this information that's siloed, and present it to the IRS so that they can handle the specific situations accordingly.</p><p><blockquote>这些交易不是匿名的,我们看到了你。”Palantir 的 AML 旨在检测加密货币欺诈的另一个问题与 PayPal 的反欺诈平台类似。美国国税局最近在其年度报告中透露,今年迄今为止,它从加密货币相关欺诈中查获了35亿美元。Palantir为美国国税局提供破译犯罪金融计划和实时分析各种数据源的解决方案。过去,Palantir允许国税局跟踪资金流动或资产流动。例如,如果有人将资产转移到开曼群岛的一家银行,然后在美国提取现金,并用它来支付额外房产等的首付,Palantir 的深度数据分析将连接这些孤立的信息,并将其提交给国税局,以便他们可以相应地处理具体情况。</blockquote></p><p> Based on Palantir's recent launch of Foundry for Crypto, Palantir could already be using its platform to provide real value for the U.S. government. As more information moves online and it becomes more complex to track complex digital assets, Palantir's technology remains one step ahead of trends when it comes to AI. Palantir continuously creates out-of-the-box solutions for the government, it then filters for commercial use cases.</p><p><blockquote>根据 Palantir 最近推出的 Foundry for Crypto,Palantir 可能已经在使用其平台为美国政府提供真正的价值。随着越来越多的信息转移到网上,跟踪复杂的数字资产变得越来越复杂,Palantir的技术在人工智能方面仍然领先趋势一步。Palantir不断为政府创造开箱即用的解决方案,然后筛选商业用例。</blockquote></p><p> Now, let's use the L.A. Valuation Stevens Model to provide an updated fair value, then discuss risks associated with Palantir's entrance into crypto.</p><p><blockquote>现在,让我们使用洛杉矶估值史蒂文斯模型来提供更新的公允价值,然后讨论与 Palantir 进入加密货币相关的风险。</blockquote></p><p> <b>Valuation</b></p><p><blockquote><b>估值</b></blockquote></p><p> Palantir continues to land new commercial clients and demonstrate the value of its platform through strong quarterly results. In Q3, Palantir grew its commercial customer count by 46% quarter-over-quarter to over 200 customers. Below are some of Palantir's notable financial metrics.</p><p><blockquote>Palantir 继续获得新的商业客户,并通过强劲的季度业绩展示其平台的价值。第三季度,Palantir 的商业客户数量环比增长 46%,达到 200 多家。以下是 Palantir 的一些著名财务指标。</blockquote></p><p> <ul> <li>$1.43B in TTM revenue</p><p><blockquote><ul><li>$1.43B TTM 收入</li></ul></blockquote></p><p></li> <li>77% gross profit margins</p><p><blockquote><li>77% 毛利率</li></blockquote></p><p></li> <li>$120 billion TAM</p><p><blockquote><li>1200亿美元TAM</li></blockquote></p><p></li> </ul> <b>Palantir's Fair Value And Expected Return</b></p><p><blockquote><b>Palantir 的公允价值和预期回报</b></blockquote></p><p> To determine Palantir's fair value, we will employ our proprietary valuation model. Here's what it entails:</p><p><blockquote>为厘定Palantir的公允价值,我们将采用我们的专有估值模型。以下是它需要的内容:</blockquote></p><p> <ul> <li>In step 1, we use a traditional DCF model with free cash flow discounted by our (shareholders) cost of capital.</p><p><blockquote><ul><li>在第一步中,我们使用传统的DCF模型,自由现金流被我们(股东)的资本成本贴现。</li></ul></blockquote></p><p></li> <li>In step 2, the model accounts for the effects of the change in shares outstanding (buybacks/dilutions).</p><p><blockquote><li>在步骤2中,该模型考虑了流通股变化(回购/稀释)的影响。</li></blockquote></p><p></li> <li>In step 3, we normalize valuation for future growth prospects at the end of the ten years. Then, we arrive at a CAGR using today's share price and the projected share price at the end of 10 years. If this beats the market by enough of a margin, we invest. If not, we wait for a better entry point.</p><p><blockquote><li>在第三步中,我们在十年结束时对未来增长前景进行估值正常化。然后,我们使用今天的股价和 10 年底的预计股价得出 CAGR。如果这比市场有足够的优势,我们就会投资。如果没有,我们等待更好的切入点。</li></blockquote></p><p></li> </ul> Assumptions:</p><p><blockquote>假设:</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5f1499608f487046f492724343ce6250\" tg-width=\"934\" tg-height=\"572\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Results:</p><p><blockquote>结果:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cad4b65a88b3612deb98a837e64a5193\" tg-width=\"738\" tg-height=\"912\" width=\"100%\" height=\"auto\"><span>Source: L.A. Stevens Valuation Model</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:洛杉矶史蒂文斯估值模型</span></p></blockquote></p><p> Based on conservative estimates, Palantir is worth ~$31 today when accounting for future dilution, hence Palantir is significantly undervalued.</p><p><blockquote>根据保守估计,考虑到未来的稀释,Palantir 目前的价值约为 31 美元,因此 Palantir 被严重低估。</blockquote></p><p> In order for us to determine if Palantir is worth an investment today, we'll project the expected return for Palantir over the next 10 years at today's price. To calculate the total expected return for the next decade, we grow the above free cash flow per share at our conservative growth rate, then assign a conservative Price-to-FCF multiple (35x) to it for year ten. Thereby, we create a conservative intrinsic value projection (2031 price target), by which we determine the 10-yr expected CAGR returns. If these returns beat our hurdle rate of 15%, we buy, else we wait for a better buying opportunity.</p><p><blockquote>为了让我们确定 Palantir 今天是否值得投资,我们将按今天的价格预测 Palantir 未来 10 年的预期回报。为了计算未来十年的总预期回报,我们以保守的增长率增长上述每股自由现金流,然后为第十年分配一个保守的价格与自由现金流倍数(35倍)。因此,我们创建了一个保守的内在价值预测(2031年价格目标),通过该预测我们确定10年预期CAGR回报。如果这些回报率超过我们15%的门槛,我们就买入,否则我们等待更好的买入机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc7e1db2ce3e749cd8088652a7029424\" tg-width=\"736\" tg-height=\"534\" width=\"100%\" height=\"auto\"><span>Source: L.A. Stevens Valuation Model</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:洛杉矶史蒂文斯估值模型</span></p></blockquote></p><p> Palantir is expected to generate ~20% annualized returns over the next 10 years, therefore, now is an ideal time to add to a position or start one. Palantir's expected to beat our 15% hurdle rate by a wide margin, hence I rate Palantir a strong buy around $20.</p><p><blockquote>Palantir 预计在未来 10 年内将产生约 20% 的年化回报率,因此,现在是加仓或开始建仓的理想时机。Palantir 预计将大幅超过我们 15% 的门槛,因此我将 Palantir 评级为 20 美元左右的强力买入。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> <ul> <li><i>There are unforeseen risks given that cryptocurrency is a relatively new technology and there is uncertainty around future regulation.</i></p><p><blockquote><ul><li><i>鉴于加密货币是一项相对较新的技术,并且未来监管存在不确定性,因此存在不可预见的风险。</i></li></ul></blockquote></p><p></p><p></li> </ul> Palantir faces competition from both large incumbent tech companies such as Amazon(NASDAQ:AMZN) as well as startups such as Chainalysis. Palantir needs to offer solutions that generate alpha in digital environments that leverage future technological innovations. Chainalysis is a fintech startup that offers KYC and AML automated transaction monitoring on multiple blockchains, similar to Foundry for Crypto. Chainalysis raised $100 million this summer at a $4.2 billion valuation and operates in over 60 countries. On the other side of the spectrum are the large tech giants such as Amazon, which started offering the Amazon Managed Blockchain service in 2018, which makes it easy to utilize blockchains such as Ethereum.</p><p><blockquote>Palantir 面临着来自亚马逊(纳斯达克股票代码:AMZN)等大型现有科技公司以及 Chainalysis 等初创公司的竞争。Palantir需要提供在数字环境中产生alpha的解决方案,利用未来的技术创新。Chainalysis是一家金融科技初创公司,在多个区块链上提供KYC和AML自动交易监控,类似于加密铸造厂。Chainalysis 今年夏天以 42 亿美元的估值筹集了 1 亿美元,业务遍及 60 多个国家。另一方面是亚马逊等大型科技巨头,该公司于2018年开始提供亚马逊托管区块链服务,这使得利用以太币等区块链变得容易。</blockquote></p><p> The intersection of digital payments resembles a large opportunity as the banks and card networks have incredibly large networks developed at scale. This results in a fintech landscape that is ripe for innovation and it will be increasingly more competitive, as the top 250 fintech unicorns have raised over $73 billion since 2016. Palantir will rely on developing the next wave of AI solutions when it comes to payments, by deploying them for the government to create the core technology and then filtering the solution for the commercial sector.</p><p><blockquote>数字支付的交叉类似于一个巨大的机会,因为银行和信用卡网络已经大规模开发了令人难以置信的庞大网络。这导致金融科技格局的创新时机已经成熟,并且竞争将越来越激烈,因为自2016年以来,前250家金融科技独角兽已经筹集了超过730亿美元。在支付方面,Palantir 将依靠开发下一波人工智能解决方案,为政府部署这些解决方案来创建核心技术,然后为商业部门筛选解决方案。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> Palantir is at the forefront of the digital transformation underway as its platform is the connective tissue for modern organizations to generate insights from many sources of information. In regard to payments and fintech, Palantir has deep roots that link back to the early days of PayPal as Palantir's targeted the large financial institutions since the early 2010s. Palantir continues to expand its platform to apply its deep data insights to information within decentralized finance applications like smart contracts. Palantir's well-positioned to leverage its platform to connect the data from these blockchain applications and with its AI expertise to enable its customers to offer innovative fintech solutions.</p><p><blockquote>Palantir处于正在进行的数字化转型的最前沿,因为其平台是现代组织从许多信息源中生成见解的结缔组织。在支付和金融科技方面,Palantir 有着深厚的根基,可以追溯到PayPal的早期,因为 Palantir 自 2010 年代初以来一直瞄准大型金融机构。Palantir继续扩展其平台,将其深度数据洞察力应用于智能合约等去中心化金融应用程序中的信息。Palantir 处于有利地位,可以利用其平台连接来自这些区块链应用程序的数据,并利用其人工智能专业知识,使其客户能够提供创新的金融科技解决方案。</blockquote></p><p> I've been bullish on Palantir over the past year and trading below $20, Palantir represents an attractive price for long-term investors given that Palantir is a generational company and has strong ties to PayPal's early days. I rate Palantir a strong buy at $20.</p><p><blockquote>过去一年我一直看好 Palantir,交易价格低于 20 美元,鉴于 Palantir 是一家世代公司,并且与 PayPal 的早期有着密切的联系,Palantir 对长期投资者来说是一个有吸引力的价格。我以 20 美元的价格强力买入 Palantir。</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>Palantir Has Now Entered A New Dimension<blockquote>Palantir 现已进入一个新的维度</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\">\nPalantir Has Now Entered A New Dimension<blockquote>Palantir 现已进入一个新的维度</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\">2021-12-13 11:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Palantir recently launched Foundry for Crypto to empower the future of finance.</li> <li>Palantir now has the opportunity to leverage its platform's connective tissue to track the flow of funds within decentralized finance applications.</li> <li>Palantir's worked with the IRS since 2013 and prior to the release of Foundry, Gotham was deployed for large financial institutions.</li> <li>In today's article, I will highlight Palantir's roots that lead back to PayPal as well as Palantir's opportunity within fintech.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b19fbe474b2b948c1dd476507722b776\" tg-width=\"1536\" tg-height=\"864\" width=\"100%\" height=\"auto\"><span>Olemedia/E+ via Getty Images</span></p><p><blockquote><ul><li>Palantir最近推出了Foundry for Crypto,以赋能金融的未来。</li><li>Palantir现在有机会利用其平台的结缔组织来跟踪去中心化金融应用程序中的资金流动。</li><li>Palantir自2013年以来一直与美国国税局合作,在Foundry发布之前,Gotham被部署到大型金融机构。</li><li>在今天的文章中,我将重点介绍 Palantir 的PayPal根源以及 Palantir 在金融科技领域的机会。</li></ul><p class=\"t-img-caption\"><span>Olemedia/E+ 来自盖蒂图片社</span></p></blockquote></p><p> <b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p> When it comes to Palantir (PLTR), most investors are excited by its government business as well as its opportunity in the commercial sector with Foundry for Builders. Today, ~60% of Palantir's business stems from the government, while the other portion comes from the commercial sector. Palantir's platform is known for its artificial intelligence (AI) and deep data insights that provide its customers with critical information to help maximize their profits. Palantir's solutions are built around \"mission-driven engineering\" to integrate information from siloed and unstructured data sets. In this article, we'll explore Palantir's roots that go back to the payments industry and PayPal.</p><p><blockquote>谈到 Palantir (PLTR),大多数投资者对其政府业务以及其在商业领域为建筑商提供铸造厂的机会感到兴奋。如今,Palantir 约 60% 的业务来自政府,而另一部分来自商业部门。Palantir 的平台以其人工智能 (AI) 和深度数据洞察而闻名,可为客户提供关键信息,帮助他们实现利润最大化。Palantir的解决方案围绕“任务驱动的工程”构建,以整合来自孤岛和非结构化数据集的信息。在本文中,我们将探索 Palantir 的根源,可以追溯到支付行业和PayPal。</blockquote></p><p> PayPal and Palantir co-founder Peter Thiel approached fellow Palantir co-founder, Stephen Cohen, in 2004 and told him about his idea for Palantir, here's what he envisioned.</p><p><blockquote>PayPal和Palantir联合创始人Peter Thiel在2004年找到了Palantir联合创始人Stephen Cohen,告诉他他对Palantir的想法,以下是他的设想。</blockquote></p><p> Let's take some of the ideas from the PayPal Anti-Fraud platform and let's try to generalize them to solve the country's counterterrorism problem. And we'll start by selling it directly to the U.S. Government. And while we're at it, let's solve the generalized enterprise information management platforms that are out there. Let's help big enterprises use a Silicon Valley approach to understanding their data.\"-Stephen Cohen, 2013 Five years ago, a quarter of Palantir's business stemmed from the financial sector - while Palantir's connection to the fintech may not be clear on the surface, the company has a significant opportunity to deploy its AI, specifically Foundry, for fintech applications whether that's current banks or fintech companies such as Elementus, a blockchain analytics platform. Palantir currently serves the IRS and the current banking infrastructure as well as future innovative payment technologies such as cryptocurrencies and smart contracts.</p><p><blockquote>让我们从PayPal反欺诈平台中汲取一些想法,并尝试将它们概括起来,以解决国家的反恐问题。我们将首先直接卖给美国政府。同时,让我们来解决现有的通用企业信息管理平台。让我们帮助大型企业使用硅谷方法来理解他们的数据。”——Stephen Cohen,2013 五年前,Palantir 四分之一的业务来自金融领域——虽然 Palantir 与金融科技的联系表面上可能并不清楚,但该公司拥有为金融科技应用部署其人工智能(特别是 Foundry)的重大机会,无论是当前的银行还是区块链分析平台 Elementus 等金融科技公司。Palantir目前为美国国税局和当前的银行基础设施以及未来的创新支付技术(如加密货币和智能合约)提供服务。</blockquote></p><p> <b>Deep Roots In Payments</b></p><p><blockquote><b>深深扎根于支付</b></blockquote></p><p> Much of the Palantir \"DNA\" and culture is replicated from PayPal. Palantir's core technology was also inspired by PayPal, specifically PayPal's Anti-Fraud platform. Peter Thiel co-founded PayPal with Max Levchin and would later go on to co-find Palantir along with Nathan Gettings, Palantir's first chief technology officer, who was an engineer at PayPal where he worked closely with Levchin fighting payment fraud. This PayPal Anti-Fraud framework would go on to provide the fundamental building blocks for Palantir's first initiative to fight counterterrorism.</p><p><blockquote>Palantir的大部分“DNA”和文化是从PayPal复制的。Palantir的核心技术也受到了PayPal的启发,特别是PayPal的反欺诈平台。Peter Thiel与Max Levchin共同创立了PayPal,后来与Palantir的第一任首席技术官Nathan Gettings共同创立了Palantir,Nathan Gettings是PayPal的一名工程师,在那里他与Levchin密切合作,打击支付欺诈。这个PayPal反欺诈框架将继续为Palantir打击恐怖主义的第一个举措提供基本构件。</blockquote></p><p> Palantir deploys technology within the government that is similar to what it deploys for large financial institutions. The challenges that financial institutions must overcome are similar to those faced in the government context because there are many data sources and many systems that feed input into the financial service sector as well as the government sector. Palantir uses deep data analytics to identify patterns and trends within this information to help its customers manage risk and execute their plans to better navigate complex environments that are constantly changing.</p><p><blockquote>Palantir在政府内部部署的技术类似于它为大型金融机构部署的技术。金融机构必须克服的挑战与政府部门面临的挑战相似,因为有许多数据源和许多系统向金融服务部门和政府部门提供投入。Palantir使用深度数据分析来识别这些信息中的模式和趋势,以帮助其客户管理风险并执行他们的计划,以更好地驾驭不断变化的复杂环境。</blockquote></p><p> In 2016, about 25% of Palantir's business came from the financial sector as Palantir deployed its Gotham Platform to investigate fraud for large institutions, as reported in its S1. Palantir works with a lot of banks and replaced legacy technology that's been around for over 30 years. For example, Credit Suisse has used Palantir since 2013 to analyze risks and detect fraud using data from more than a hundred systems across their operations.</p><p><blockquote>2016年,Palantir约25%的业务来自金融领域,因为Palantir部署了其Gotham平台来调查大型机构的欺诈行为,正如其S1中所报告的那样。Palantir 与许多银行合作,取代了已经存在了 30 多年的传统技术。例如,瑞士信贷自 2013 年以来一直使用 Palantir,利用其运营中一百多个系统的数据来分析风险并检测欺诈。</blockquote></p><p> Palantir seeks to become the central operating system for entire industries rather than just a singular customer and Palantir sees an opportunity to create similar industry-wide partnerships within the financial services industry as it has within the U.S. government and aviation industry. Palantir's consistently winning government contracts while Palantir partnered with Airbus(OTCPK:EADSF) to launch SkyWise in 2017 and now works with over 100 airlines.</p><p><blockquote>Palantir 寻求成为整个行业的中央操作系统,而不仅仅是一个单一客户,Palantir 看到了在金融服务行业内建立类似于在美国政府和航空业的全行业合作伙伴关系的机会。Palantir 不断赢得政府合同,同时 Palantir 与空中客车公司 (OTCPK: EADSF) 合作,于 2017 年推出 SkyWise,目前与 100 多家航空公司合作。</blockquote></p><p> Significant Opportunity At Hand</p><p><blockquote>重大机遇即将到来</blockquote></p><p></p><p> On November 23, Palantir launched Foundry for Crypto, which will leverage Foundry's defined data integration to automatically build data pipelines and convert unorganized data into a transparent hub.</p><p><blockquote>11月23日,Palantir推出了Foundry for Crypto,它将利用Foundry定义的数据集成来自动构建数据管道,并将无组织的数据转换为透明的中心。</blockquote></p><p> Foundry for Crypto will enable Web3 startups to leverage the technology that financial institutions use to fight crime. With the current digital transformation underway and the rise of cryptocurrencies and blockchain technologies, Palantir leverages its data expertise to power the next generation of finance software.</p><p><blockquote>Foundry for Crypto将使Web3初创公司能够利用金融机构用来打击犯罪的技术。随着当前数字化转型的进行以及加密货币和区块链技术的兴起,Palantir利用其数据专业知识为下一代金融软件提供动力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f2a3fb5ad32eff1f464c225cc4b1f1c\" tg-width=\"1280\" tg-height=\"621\" width=\"100%\" height=\"auto\"><span>Source: Offerings | Crypto</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:产品 | Crypto</span></p></blockquote></p><p> As indicated above, Palantir is chain-agnostic, meaning that Palantir works with multiple blockchains. Palantir integrates transaction data as well as smart contract data which will enable Palantir to leverage the core competencies of its AI and data analysis to provide its KYC (Know-Your-Customer) insights. For example, if somebody were to make a transaction using cryptocurrency from a non-custodial wallet, then it'd typically be a challenge to decipher KYC information from that wallet since the blockchain itself is encrypted and decentralized. Palantir traces the assets in a non-custodial wallet and tracks where the assets were transferred from. This allows Palantir to locate the exchange the asset was originally transferred from and then Palantir can track customer data from the crypto exchange where the asset was purchased, like Coinbase.</p><p><blockquote>如上所述,Palantir是链不可知的,这意味着Palantir可以与多个区块链合作。Palantir整合了交易数据和智能合约数据,这将使Palantir能够利用其人工智能和数据分析的核心能力来提供KYC(了解你的客户)见解。例如,如果有人从非托管钱包中使用加密货币进行交易,那么从该钱包中解密KYC信息通常是一个挑战,因为区块链本身是加密和分散的。Palantir跟踪非托管钱包中的资产,并跟踪资产的转移位置。这使得 Palantir 能够找到最初转移资产的交易所,然后 Palantir 可以跟踪购买资产的加密货币交易所(如 Coinbase)的客户数据。</blockquote></p><p> The example above highlights how Palantir digs deep and scrapes the data from the blockchain to learn about a specific individual. This goes a long way in validating secure transactions as Palantir identifies malicious transactions on the blockchain, based on the transaction's location and specific properties. Companies that want to accept cryptocurrencies need secure solutions while they also want to gather insights around their customers to propel their businesses. BNPL companies, like Affirm, which was started by Max Levchin and Nathan Gettings, use advanced risk modeling (also referred to as AI) to offer consumers more fair credit assessments because BNPL companies have access to essential data from both the merchant and the consumer. Palantir could leverage its AI and data insights to help its customers better understand their clientele to offer targeted marketing campaigns or help them identify opportunities that will decrease expenses.</p><p><blockquote>上面的例子强调了Palantir如何深入挖掘和从区块链中抓取数据来了解特定个人。这在验证安全交易方面有很大帮助,因为Palantir会根据交易的位置和特定属性识别区块链上的恶意交易。想要接受加密货币的公司需要安全的解决方案,同时他们也希望收集客户周围的见解来推动他们的业务。BNPL 公司,例如由 Max Levchin 和 Nathan Gettings 创办的 Affirm,使用高级风险建模(也称为 AI)为消费者提供更公平的信用评估,因为 BNPL 公司可以访问商家和消费者的基本数据。Palantir 可以利用其人工智能和数据洞察力来帮助客户更好地了解他们的客户,以提供有针对性的营销活动或帮助他们识别降低费用的机会。</blockquote></p><p> Foundry for Crypto is still in its early adoption stage as it was recently rolled out and Palantir has multiple opportunities to implement this platform in a variety of industries as payment technology continues to evolve and will reshape the current payments landscape.</p><p><blockquote>Foundry for Crypto仍处于早期采用阶段,因为它是最近推出的,随着支付技术的不断发展并将重塑当前的支付格局,Palantir有多个机会在各种行业实施该平台。</blockquote></p><p> Smart contracts are another significant opportunity for Palantir. Smart contracts are a set of protocols that are validated and carried out on the flow of data, meaning that once the contract is fulfilled, the data will indicate the contract is satisfied and ensure that the liable party transfers the agreed-upon funds. Palantir has a great opportunity to play a role in the facilitation of data within smart contracts while removing the costs of working with third networks and banks.</p><p><blockquote>智能合约是 Palantir 的另一个重要机遇。智能合约是一组对数据流进行验证和执行的协议,这意味着一旦合同履行,数据将表明合同得到满足,并确保责任方转移约定的资金。Palantir有很好的机会在促进智能合约中的数据方面发挥作用,同时消除与第三方网络和银行合作的成本。</blockquote></p><p> One of Palantir's SPAC investments, BlackSky, deploys Foundry and processes real-time satellite imagery to monitor events taking place on Earth. For example, BlackSky can detect if the shipment has been delivered since BlackSky's satellites take images multiple times throughout the day. BlackSky monitors data and information that can only be processed through imagery and is the custodian of monitoring these actions and generating these actions into data points, so that they can inform smart contracts as to whether or not the contract was satisfied. This is a great example of how Palantir's customers may leverage Foundry to process information relating to digital assets and new digital protocols.</p><p><blockquote>Palantir 的 SPAC 投资之一 BlackSky 部署铸造厂并处理实时卫星图像来监控地球上发生的事件。例如,BlackSky可以检测货物是否已经交付,因为BlackSky的卫星全天多次拍摄图像。BlackSky监控只能通过图像处理的数据和信息,并且是监控这些动作并将这些动作生成数据点的保管人,这样他们就可以告知智能合约合同是否得到满足。这是Palantir的客户如何利用Foundry来处理与数字资产和新数字协议相关的信息的一个很好的例子。</blockquote></p><p> <b>The Government's Implemented Palantir's \"FinTech\" Solution Since 2013</b></p><p><blockquote><b>政府自2013年起实施Palantir的“金融科技”解决方案</b></blockquote></p><p> The IRS started working with Palantir in 2013 and Palantir continues to land and expand its partnership with the IRS as it's been awarded nearly $20 million from them over the last 12 months.</p><p><blockquote>美国国税局于2013年开始与Palantir合作,Palantir继续建立并扩大与美国国税局的合作伙伴关系,因为在过去12个月中,它从他们那里获得了近2000万美元的奖励。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e748221a3ed9fc319e2be6ebf40a8e95\" tg-width=\"956\" tg-height=\"524\" width=\"100%\" height=\"auto\"><span>Source: USAspending.gov</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:USAspending.gov</span></p></blockquote></p><p> In May, the IRS launched \"Operation Hidden Gem\", which is an initiative to focus on taxpayers who don't report cryptocurrencies gains. Carolyn Schenck, National Fraud Counsel for the IRS, recently had the following in regards to cryptocurrencies.</p><p><blockquote>5月,美国国税局启动了“隐藏宝石行动”,这是一项针对不报告加密货币收益的纳税人的举措。美国国税局的国家欺诈法律顾问卡罗琳·申克(Carolyn Schenck)最近对加密货币发表了以下看法。</blockquote></p><p></p><p> These transactions are not anonymous, we see you.\" Another issue around crypto fraud, which Palantir's AML is designed to detect, is similar to PayPal's Anti-Fraud platform. The IRS recently revealed in its annual report that it seized $3.5 billion so far this year from cryptocurrency-related fraud. Palantir enables the IRS with the solutions that decipher criminal financial schemes and analyzes a variety of data sources in real-time. In the past, Palantir allowed the IRS to track the flow of funds or the flow of assets. For example, if someone were to transfer assets to a bank in the Cayman Islands and then withdraw the cash in the U.S. and use it for a down payment on something like an additional property, Palantir's deep data analysis will connect this information that's siloed, and present it to the IRS so that they can handle the specific situations accordingly.</p><p><blockquote>这些交易不是匿名的,我们看到了你。”Palantir 的 AML 旨在检测加密货币欺诈的另一个问题与 PayPal 的反欺诈平台类似。美国国税局最近在其年度报告中透露,今年迄今为止,它从加密货币相关欺诈中查获了35亿美元。Palantir为美国国税局提供破译犯罪金融计划和实时分析各种数据源的解决方案。过去,Palantir允许国税局跟踪资金流动或资产流动。例如,如果有人将资产转移到开曼群岛的一家银行,然后在美国提取现金,并用它来支付额外房产等的首付,Palantir 的深度数据分析将连接这些孤立的信息,并将其提交给国税局,以便他们可以相应地处理具体情况。</blockquote></p><p> Based on Palantir's recent launch of Foundry for Crypto, Palantir could already be using its platform to provide real value for the U.S. government. As more information moves online and it becomes more complex to track complex digital assets, Palantir's technology remains one step ahead of trends when it comes to AI. Palantir continuously creates out-of-the-box solutions for the government, it then filters for commercial use cases.</p><p><blockquote>根据 Palantir 最近推出的 Foundry for Crypto,Palantir 可能已经在使用其平台为美国政府提供真正的价值。随着越来越多的信息转移到网上,跟踪复杂的数字资产变得越来越复杂,Palantir的技术在人工智能方面仍然领先趋势一步。Palantir不断为政府创造开箱即用的解决方案,然后筛选商业用例。</blockquote></p><p> Now, let's use the L.A. Valuation Stevens Model to provide an updated fair value, then discuss risks associated with Palantir's entrance into crypto.</p><p><blockquote>现在,让我们使用洛杉矶估值史蒂文斯模型来提供更新的公允价值,然后讨论与 Palantir 进入加密货币相关的风险。</blockquote></p><p> <b>Valuation</b></p><p><blockquote><b>估值</b></blockquote></p><p> Palantir continues to land new commercial clients and demonstrate the value of its platform through strong quarterly results. In Q3, Palantir grew its commercial customer count by 46% quarter-over-quarter to over 200 customers. Below are some of Palantir's notable financial metrics.</p><p><blockquote>Palantir 继续获得新的商业客户,并通过强劲的季度业绩展示其平台的价值。第三季度,Palantir 的商业客户数量环比增长 46%,达到 200 多家。以下是 Palantir 的一些著名财务指标。</blockquote></p><p> <ul> <li>$1.43B in TTM revenue</p><p><blockquote><ul><li>$1.43B TTM 收入</li></ul></blockquote></p><p></li> <li>77% gross profit margins</p><p><blockquote><li>77% 毛利率</li></blockquote></p><p></li> <li>$120 billion TAM</p><p><blockquote><li>1200亿美元TAM</li></blockquote></p><p></li> </ul> <b>Palantir's Fair Value And Expected Return</b></p><p><blockquote><b>Palantir 的公允价值和预期回报</b></blockquote></p><p> To determine Palantir's fair value, we will employ our proprietary valuation model. Here's what it entails:</p><p><blockquote>为厘定Palantir的公允价值,我们将采用我们的专有估值模型。以下是它需要的内容:</blockquote></p><p> <ul> <li>In step 1, we use a traditional DCF model with free cash flow discounted by our (shareholders) cost of capital.</p><p><blockquote><ul><li>在第一步中,我们使用传统的DCF模型,自由现金流被我们(股东)的资本成本贴现。</li></ul></blockquote></p><p></li> <li>In step 2, the model accounts for the effects of the change in shares outstanding (buybacks/dilutions).</p><p><blockquote><li>在步骤2中,该模型考虑了流通股变化(回购/稀释)的影响。</li></blockquote></p><p></li> <li>In step 3, we normalize valuation for future growth prospects at the end of the ten years. Then, we arrive at a CAGR using today's share price and the projected share price at the end of 10 years. If this beats the market by enough of a margin, we invest. If not, we wait for a better entry point.</p><p><blockquote><li>在第三步中,我们在十年结束时对未来增长前景进行估值正常化。然后,我们使用今天的股价和 10 年底的预计股价得出 CAGR。如果这比市场有足够的优势,我们就会投资。如果没有,我们等待更好的切入点。</li></blockquote></p><p></li> </ul> Assumptions:</p><p><blockquote>假设:</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5f1499608f487046f492724343ce6250\" tg-width=\"934\" tg-height=\"572\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Results:</p><p><blockquote>结果:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cad4b65a88b3612deb98a837e64a5193\" tg-width=\"738\" tg-height=\"912\" width=\"100%\" height=\"auto\"><span>Source: L.A. Stevens Valuation Model</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:洛杉矶史蒂文斯估值模型</span></p></blockquote></p><p> Based on conservative estimates, Palantir is worth ~$31 today when accounting for future dilution, hence Palantir is significantly undervalued.</p><p><blockquote>根据保守估计,考虑到未来的稀释,Palantir 目前的价值约为 31 美元,因此 Palantir 被严重低估。</blockquote></p><p> In order for us to determine if Palantir is worth an investment today, we'll project the expected return for Palantir over the next 10 years at today's price. To calculate the total expected return for the next decade, we grow the above free cash flow per share at our conservative growth rate, then assign a conservative Price-to-FCF multiple (35x) to it for year ten. Thereby, we create a conservative intrinsic value projection (2031 price target), by which we determine the 10-yr expected CAGR returns. If these returns beat our hurdle rate of 15%, we buy, else we wait for a better buying opportunity.</p><p><blockquote>为了让我们确定 Palantir 今天是否值得投资,我们将按今天的价格预测 Palantir 未来 10 年的预期回报。为了计算未来十年的总预期回报,我们以保守的增长率增长上述每股自由现金流,然后为第十年分配一个保守的价格与自由现金流倍数(35倍)。因此,我们创建了一个保守的内在价值预测(2031年价格目标),通过该预测我们确定10年预期CAGR回报。如果这些回报率超过我们15%的门槛,我们就买入,否则我们等待更好的买入机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc7e1db2ce3e749cd8088652a7029424\" tg-width=\"736\" tg-height=\"534\" width=\"100%\" height=\"auto\"><span>Source: L.A. Stevens Valuation Model</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:洛杉矶史蒂文斯估值模型</span></p></blockquote></p><p> Palantir is expected to generate ~20% annualized returns over the next 10 years, therefore, now is an ideal time to add to a position or start one. Palantir's expected to beat our 15% hurdle rate by a wide margin, hence I rate Palantir a strong buy around $20.</p><p><blockquote>Palantir 预计在未来 10 年内将产生约 20% 的年化回报率,因此,现在是加仓或开始建仓的理想时机。Palantir 预计将大幅超过我们 15% 的门槛,因此我将 Palantir 评级为 20 美元左右的强力买入。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> <ul> <li><i>There are unforeseen risks given that cryptocurrency is a relatively new technology and there is uncertainty around future regulation.</i></p><p><blockquote><ul><li><i>鉴于加密货币是一项相对较新的技术,并且未来监管存在不确定性,因此存在不可预见的风险。</i></li></ul></blockquote></p><p></p><p></li> </ul> Palantir faces competition from both large incumbent tech companies such as Amazon(NASDAQ:AMZN) as well as startups such as Chainalysis. Palantir needs to offer solutions that generate alpha in digital environments that leverage future technological innovations. Chainalysis is a fintech startup that offers KYC and AML automated transaction monitoring on multiple blockchains, similar to Foundry for Crypto. Chainalysis raised $100 million this summer at a $4.2 billion valuation and operates in over 60 countries. On the other side of the spectrum are the large tech giants such as Amazon, which started offering the Amazon Managed Blockchain service in 2018, which makes it easy to utilize blockchains such as Ethereum.</p><p><blockquote>Palantir 面临着来自亚马逊(纳斯达克股票代码:AMZN)等大型现有科技公司以及 Chainalysis 等初创公司的竞争。Palantir需要提供在数字环境中产生alpha的解决方案,利用未来的技术创新。Chainalysis是一家金融科技初创公司,在多个区块链上提供KYC和AML自动交易监控,类似于加密铸造厂。Chainalysis 今年夏天以 42 亿美元的估值筹集了 1 亿美元,业务遍及 60 多个国家。另一方面是亚马逊等大型科技巨头,该公司于2018年开始提供亚马逊托管区块链服务,这使得利用以太币等区块链变得容易。</blockquote></p><p> The intersection of digital payments resembles a large opportunity as the banks and card networks have incredibly large networks developed at scale. This results in a fintech landscape that is ripe for innovation and it will be increasingly more competitive, as the top 250 fintech unicorns have raised over $73 billion since 2016. Palantir will rely on developing the next wave of AI solutions when it comes to payments, by deploying them for the government to create the core technology and then filtering the solution for the commercial sector.</p><p><blockquote>数字支付的交叉类似于一个巨大的机会,因为银行和信用卡网络已经大规模开发了令人难以置信的庞大网络。这导致金融科技格局的创新时机已经成熟,并且竞争将越来越激烈,因为自2016年以来,前250家金融科技独角兽已经筹集了超过730亿美元。在支付方面,Palantir 将依靠开发下一波人工智能解决方案,为政府部署这些解决方案来创建核心技术,然后为商业部门筛选解决方案。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> Palantir is at the forefront of the digital transformation underway as its platform is the connective tissue for modern organizations to generate insights from many sources of information. In regard to payments and fintech, Palantir has deep roots that link back to the early days of PayPal as Palantir's targeted the large financial institutions since the early 2010s. Palantir continues to expand its platform to apply its deep data insights to information within decentralized finance applications like smart contracts. Palantir's well-positioned to leverage its platform to connect the data from these blockchain applications and with its AI expertise to enable its customers to offer innovative fintech solutions.</p><p><blockquote>Palantir处于正在进行的数字化转型的最前沿,因为其平台是现代组织从许多信息源中生成见解的结缔组织。在支付和金融科技方面,Palantir 有着深厚的根基,可以追溯到PayPal的早期,因为 Palantir 自 2010 年代初以来一直瞄准大型金融机构。Palantir继续扩展其平台,将其深度数据洞察力应用于智能合约等去中心化金融应用程序中的信息。Palantir 处于有利地位,可以利用其平台连接来自这些区块链应用程序的数据,并利用其人工智能专业知识,使其客户能够提供创新的金融科技解决方案。</blockquote></p><p> I've been bullish on Palantir over the past year and trading below $20, Palantir represents an attractive price for long-term investors given that Palantir is a generational company and has strong ties to PayPal's early days. I rate Palantir a strong buy at $20.</p><p><blockquote>过去一年我一直看好 Palantir,交易价格低于 20 美元,鉴于 Palantir 是一家世代公司,并且与 PayPal 的早期有着密切的联系,Palantir 对长期投资者来说是一个有吸引力的价格。我以 20 美元的价格强力买入 Palantir。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4474525-palantir-stock-foundry-for-crypto-fintech-opportunity\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4474525-palantir-stock-foundry-for-crypto-fintech-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163753909","content_text":"Summary\n\nPalantir recently launched Foundry for Crypto to empower the future of finance.\nPalantir now has the opportunity to leverage its platform's connective tissue to track the flow of funds within decentralized finance applications.\nPalantir's worked with the IRS since 2013 and prior to the release of Foundry, Gotham was deployed for large financial institutions.\nIn today's article, I will highlight Palantir's roots that lead back to PayPal as well as Palantir's opportunity within fintech.\n\nOlemedia/E+ via Getty Images\nInvestment Thesis\nWhen it comes to Palantir (PLTR), most investors are excited by its government business as well as its opportunity in the commercial sector with Foundry for Builders. Today, ~60% of Palantir's business stems from the government, while the other portion comes from the commercial sector. Palantir's platform is known for its artificial intelligence (AI) and deep data insights that provide its customers with critical information to help maximize their profits. Palantir's solutions are built around \"mission-driven engineering\" to integrate information from siloed and unstructured data sets. In this article, we'll explore Palantir's roots that go back to the payments industry and PayPal.\nPayPal and Palantir co-founder Peter Thiel approached fellow Palantir co-founder, Stephen Cohen, in 2004 and told him about his idea for Palantir, here's what he envisioned.\n\n Let's take some of the ideas from the PayPal Anti-Fraud platform and let's try to generalize them to solve the country's counterterrorism problem. And we'll start by selling it directly to the U.S. Government.\n\n\n And while we're at it, let's solve the generalized enterprise information management platforms that are out there. Let's help big enterprises use a Silicon Valley approach to understanding their data.\"-Stephen Cohen, 2013\n\nFive years ago, a quarter of Palantir's business stemmed from the financial sector - while Palantir's connection to the fintech may not be clear on the surface, the company has a significant opportunity to deploy its AI, specifically Foundry, for fintech applications whether that's current banks or fintech companies such as Elementus, a blockchain analytics platform. Palantir currently serves the IRS and the current banking infrastructure as well as future innovative payment technologies such as cryptocurrencies and smart contracts.\nDeep Roots In Payments\nMuch of the Palantir \"DNA\" and culture is replicated from PayPal. Palantir's core technology was also inspired by PayPal, specifically PayPal's Anti-Fraud platform. Peter Thiel co-founded PayPal with Max Levchin and would later go on to co-find Palantir along with Nathan Gettings, Palantir's first chief technology officer, who was an engineer at PayPal where he worked closely with Levchin fighting payment fraud. This PayPal Anti-Fraud framework would go on to provide the fundamental building blocks for Palantir's first initiative to fight counterterrorism.\nPalantir deploys technology within the government that is similar to what it deploys for large financial institutions. The challenges that financial institutions must overcome are similar to those faced in the government context because there are many data sources and many systems that feed input into the financial service sector as well as the government sector. Palantir uses deep data analytics to identify patterns and trends within this information to help its customers manage risk and execute their plans to better navigate complex environments that are constantly changing.\nIn 2016, about 25% of Palantir's business came from the financial sector as Palantir deployed its Gotham Platform to investigate fraud for large institutions, as reported in its S1. Palantir works with a lot of banks and replaced legacy technology that's been around for over 30 years. For example, Credit Suisse has used Palantir since 2013 to analyze risks and detect fraud using data from more than a hundred systems across their operations.\nPalantir seeks to become the central operating system for entire industries rather than just a singular customer and Palantir sees an opportunity to create similar industry-wide partnerships within the financial services industry as it has within the U.S. government and aviation industry. Palantir's consistently winning government contracts while Palantir partnered with Airbus(OTCPK:EADSF) to launch SkyWise in 2017 and now works with over 100 airlines.\nSignificant Opportunity At Hand\nOn November 23, Palantir launched Foundry for Crypto, which will leverage Foundry's defined data integration to automatically build data pipelines and convert unorganized data into a transparent hub.\nFoundry for Crypto will enable Web3 startups to leverage the technology that financial institutions use to fight crime. With the current digital transformation underway and the rise of cryptocurrencies and blockchain technologies, Palantir leverages its data expertise to power the next generation of finance software.\nSource: Offerings | Crypto\nAs indicated above, Palantir is chain-agnostic, meaning that Palantir works with multiple blockchains. Palantir integrates transaction data as well as smart contract data which will enable Palantir to leverage the core competencies of its AI and data analysis to provide its KYC (Know-Your-Customer) insights. For example, if somebody were to make a transaction using cryptocurrency from a non-custodial wallet, then it'd typically be a challenge to decipher KYC information from that wallet since the blockchain itself is encrypted and decentralized. Palantir traces the assets in a non-custodial wallet and tracks where the assets were transferred from. This allows Palantir to locate the exchange the asset was originally transferred from and then Palantir can track customer data from the crypto exchange where the asset was purchased, like Coinbase.\nThe example above highlights how Palantir digs deep and scrapes the data from the blockchain to learn about a specific individual. This goes a long way in validating secure transactions as Palantir identifies malicious transactions on the blockchain, based on the transaction's location and specific properties. Companies that want to accept cryptocurrencies need secure solutions while they also want to gather insights around their customers to propel their businesses. BNPL companies, like Affirm, which was started by Max Levchin and Nathan Gettings, use advanced risk modeling (also referred to as AI) to offer consumers more fair credit assessments because BNPL companies have access to essential data from both the merchant and the consumer. Palantir could leverage its AI and data insights to help its customers better understand their clientele to offer targeted marketing campaigns or help them identify opportunities that will decrease expenses.\nFoundry for Crypto is still in its early adoption stage as it was recently rolled out and Palantir has multiple opportunities to implement this platform in a variety of industries as payment technology continues to evolve and will reshape the current payments landscape.\nSmart contracts are another significant opportunity for Palantir. Smart contracts are a set of protocols that are validated and carried out on the flow of data, meaning that once the contract is fulfilled, the data will indicate the contract is satisfied and ensure that the liable party transfers the agreed-upon funds. Palantir has a great opportunity to play a role in the facilitation of data within smart contracts while removing the costs of working with third networks and banks.\nOne of Palantir's SPAC investments, BlackSky, deploys Foundry and processes real-time satellite imagery to monitor events taking place on Earth. For example, BlackSky can detect if the shipment has been delivered since BlackSky's satellites take images multiple times throughout the day. BlackSky monitors data and information that can only be processed through imagery and is the custodian of monitoring these actions and generating these actions into data points, so that they can inform smart contracts as to whether or not the contract was satisfied. This is a great example of how Palantir's customers may leverage Foundry to process information relating to digital assets and new digital protocols.\nThe Government's Implemented Palantir's \"FinTech\" Solution Since 2013\nThe IRS started working with Palantir in 2013 and Palantir continues to land and expand its partnership with the IRS as it's been awarded nearly $20 million from them over the last 12 months.\nSource: USAspending.gov\nIn May, the IRS launched \"Operation Hidden Gem\", which is an initiative to focus on taxpayers who don't report cryptocurrencies gains. Carolyn Schenck, National Fraud Counsel for the IRS, recently had the following in regards to cryptocurrencies.\n\n These transactions are not anonymous, we see you.\"\n\nAnother issue around crypto fraud, which Palantir's AML is designed to detect, is similar to PayPal's Anti-Fraud platform. The IRS recently revealed in its annual report that it seized $3.5 billion so far this year from cryptocurrency-related fraud. Palantir enables the IRS with the solutions that decipher criminal financial schemes and analyzes a variety of data sources in real-time. In the past, Palantir allowed the IRS to track the flow of funds or the flow of assets. For example, if someone were to transfer assets to a bank in the Cayman Islands and then withdraw the cash in the U.S. and use it for a down payment on something like an additional property, Palantir's deep data analysis will connect this information that's siloed, and present it to the IRS so that they can handle the specific situations accordingly.\nBased on Palantir's recent launch of Foundry for Crypto, Palantir could already be using its platform to provide real value for the U.S. government. As more information moves online and it becomes more complex to track complex digital assets, Palantir's technology remains one step ahead of trends when it comes to AI. Palantir continuously creates out-of-the-box solutions for the government, it then filters for commercial use cases.\nNow, let's use the L.A. Valuation Stevens Model to provide an updated fair value, then discuss risks associated with Palantir's entrance into crypto.\nValuation\nPalantir continues to land new commercial clients and demonstrate the value of its platform through strong quarterly results. In Q3, Palantir grew its commercial customer count by 46% quarter-over-quarter to over 200 customers. Below are some of Palantir's notable financial metrics.\n\n$1.43B in TTM revenue\n77% gross profit margins\n$120 billion TAM\n\nPalantir's Fair Value And Expected Return\nTo determine Palantir's fair value, we will employ our proprietary valuation model. Here's what it entails:\n\nIn step 1, we use a traditional DCF model with free cash flow discounted by our (shareholders) cost of capital.\nIn step 2, the model accounts for the effects of the change in shares outstanding (buybacks/dilutions).\nIn step 3, we normalize valuation for future growth prospects at the end of the ten years. Then, we arrive at a CAGR using today's share price and the projected share price at the end of 10 years. If this beats the market by enough of a margin, we invest. If not, we wait for a better entry point.\n\nAssumptions:\n\nResults:\nSource: L.A. Stevens Valuation Model\nBased on conservative estimates, Palantir is worth ~$31 today when accounting for future dilution, hence Palantir is significantly undervalued.\nIn order for us to determine if Palantir is worth an investment today, we'll project the expected return for Palantir over the next 10 years at today's price. To calculate the total expected return for the next decade, we grow the above free cash flow per share at our conservative growth rate, then assign a conservative Price-to-FCF multiple (35x) to it for year ten. Thereby, we create a conservative intrinsic value projection (2031 price target), by which we determine the 10-yr expected CAGR returns. If these returns beat our hurdle rate of 15%, we buy, else we wait for a better buying opportunity.\nSource: L.A. Stevens Valuation Model\nPalantir is expected to generate ~20% annualized returns over the next 10 years, therefore, now is an ideal time to add to a position or start one. Palantir's expected to beat our 15% hurdle rate by a wide margin, hence I rate Palantir a strong buy around $20.\nRisks\n\nThere are unforeseen risks given that cryptocurrency is a relatively new technology and there is uncertainty around future regulation.\n\nPalantir faces competition from both large incumbent tech companies such as Amazon(NASDAQ:AMZN) as well as startups such as Chainalysis. Palantir needs to offer solutions that generate alpha in digital environments that leverage future technological innovations. Chainalysis is a fintech startup that offers KYC and AML automated transaction monitoring on multiple blockchains, similar to Foundry for Crypto. Chainalysis raised $100 million this summer at a $4.2 billion valuation and operates in over 60 countries. On the other side of the spectrum are the large tech giants such as Amazon, which started offering the Amazon Managed Blockchain service in 2018, which makes it easy to utilize blockchains such as Ethereum.\nThe intersection of digital payments resembles a large opportunity as the banks and card networks have incredibly large networks developed at scale. This results in a fintech landscape that is ripe for innovation and it will be increasingly more competitive, as the top 250 fintech unicorns have raised over $73 billion since 2016. Palantir will rely on developing the next wave of AI solutions when it comes to payments, by deploying them for the government to create the core technology and then filtering the solution for the commercial sector.\nConclusion\nPalantir is at the forefront of the digital transformation underway as its platform is the connective tissue for modern organizations to generate insights from many sources of information. In regard to payments and fintech, Palantir has deep roots that link back to the early days of PayPal as Palantir's targeted the large financial institutions since the early 2010s. Palantir continues to expand its platform to apply its deep data insights to information within decentralized finance applications like smart contracts. Palantir's well-positioned to leverage its platform to connect the data from these blockchain applications and with its AI expertise to enable its customers to offer innovative fintech solutions.\nI've been bullish on Palantir over the past year and trading below $20, Palantir represents an attractive price for long-term investors given that Palantir is a generational company and has strong ties to PayPal's early days. I rate Palantir a strong buy at $20.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":3525,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604049793,"gmtCreate":1639288931078,"gmtModify":1639288932358,"author":{"id":"3586247634551228","authorId":"3586247634551228","name":"ken26ksh","avatar":"https://static.tigerbbs.com/64235ed64966a3645379f94c283bdef9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586247634551228","idStr":"3586247634551228"},"themes":[],"title":"","htmlText":"Awesome ","listText":"Awesome ","text":"Awesome","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604049793","repostId":"1103250344","repostType":4,"repost":{"id":"1103250344","kind":"news","pubTimestamp":1639280672,"share":"https://www.laohunote.com/m/news/1103250344?lang=zh_CN&edition=full","pubTime":"2021-12-12 11:44","market":"sh","language":"en","title":"US IPO Week Ahead: IoT solutions, wine, and satellites in a 3 IPO week<blockquote>美国 IPO 周即将到来:物联网解决方案、葡萄酒和卫星在 IPO 第三周</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1103250344","media":"renaissancecap...","summary":"The IPO market is expected to stay relatively quiet in the week ahead with three IPOs scheduled to r","content":"<p>The IPO market is expected to stay relatively quiet in the week ahead with three IPOs scheduled to raise $789 million.</p><p><blockquote>预计未来一周IPO市场将保持相对平静,三次IPO计划筹集7.89亿美元。</blockquote></p><p> IoT solutions developer<b>Samsara</b>(IOT) plans to raise $753 million at an $11.6 billion market cap. This \"internet-of-things\" company provides a cloud-based platform that connects the assets of businesses with physical operations, enhancing operational efficiency and asset and employee productivity. Fast growing but highly unprofitable, Samsara saw double-digit growth for customers with $100k+ ARR in the 9mo FY22.</p><p><blockquote>物联网解决方案开发商<b>轮回</b>(物联网)计划以116亿美元的市值筹集7.53亿美元。这家“物联网”公司提供了一个基于云的平台,将企业的资产与物理运营连接起来,提高了运营效率以及资产和员工的生产力。快速增长但高度无利可图,Samsara 在 2022 财年的 9 个月中,ARR 超过 10 万美元的客户实现了两位数的增长。</blockquote></p><p> Wine brand<b>Fresh Vine Wine</b>(VINE) plans to raise $21 million at a $116 million market cap. This celebrity-founded company produces low carb, low calorie premium wines. Growing but highly unprofitable, Fresh Vine sells its wines through wholesale, retail, and DTC channels, and is able to conduct wholesale distribution in all 50 states and Puerto Rico.</p><p><blockquote>葡萄酒品牌<b>新鲜葡萄酒</b>(VINE) 计划以 1.16 亿美元的市值筹集 2100 万美元。这家名人创办的公司生产低碳水化合物、低热量的优质葡萄酒。Fresh Vine正在增长,但非常无利可图,它通过批发、零售和DTC渠道销售葡萄酒,并能够在所有50个州和波多黎各进行批发分销。</blockquote></p><p> Micro-cap satellite developer<b>Sidus Space</b>(SIDU) plans to raise $15 million at an $81 million market cap. This company provides commercial satellite services such as design, manufacture, launch, and data collection. Sidus Space has generated space-related manufacturing revenues to date, but is highly unprofitable with negative gross margin in the 9mo21.</p><p><blockquote>微帽卫星显影剂<b>Sidus空间</b>(SIDU)计划以8100万美元的市值筹集1500万美元。该公司提供商业卫星服务,如设计、制造、发射和数据收集。Sidus Space 迄今为止已产生与航天相关的制造收入,但在 2021 年 9 月毛利率为负,高度无利可图。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ead80e54642569e2b7b368c8d50dc265\" tg-width=\"1409\" tg-height=\"457\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","source":"lsy1619493174116","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US IPO Week Ahead: IoT solutions, wine, and satellites in a 3 IPO week<blockquote>美国 IPO 周即将到来:物联网解决方案、葡萄酒和卫星在 IPO 第三周</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS IPO Week Ahead: IoT solutions, wine, and satellites in a 3 IPO week<blockquote>美国 IPO 周即将到来:物联网解决方案、葡萄酒和卫星在 IPO 第三周</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">renaissancecap...</strong><span class=\"h-time small\">2021-12-12 11:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The IPO market is expected to stay relatively quiet in the week ahead with three IPOs scheduled to raise $789 million.</p><p><blockquote>预计未来一周IPO市场将保持相对平静,三次IPO计划筹集7.89亿美元。</blockquote></p><p> IoT solutions developer<b>Samsara</b>(IOT) plans to raise $753 million at an $11.6 billion market cap. This \"internet-of-things\" company provides a cloud-based platform that connects the assets of businesses with physical operations, enhancing operational efficiency and asset and employee productivity. Fast growing but highly unprofitable, Samsara saw double-digit growth for customers with $100k+ ARR in the 9mo FY22.</p><p><blockquote>物联网解决方案开发商<b>轮回</b>(物联网)计划以116亿美元的市值筹集7.53亿美元。这家“物联网”公司提供了一个基于云的平台,将企业的资产与物理运营连接起来,提高了运营效率以及资产和员工的生产力。快速增长但高度无利可图,Samsara 在 2022 财年的 9 个月中,ARR 超过 10 万美元的客户实现了两位数的增长。</blockquote></p><p> Wine brand<b>Fresh Vine Wine</b>(VINE) plans to raise $21 million at a $116 million market cap. This celebrity-founded company produces low carb, low calorie premium wines. Growing but highly unprofitable, Fresh Vine sells its wines through wholesale, retail, and DTC channels, and is able to conduct wholesale distribution in all 50 states and Puerto Rico.</p><p><blockquote>葡萄酒品牌<b>新鲜葡萄酒</b>(VINE) 计划以 1.16 亿美元的市值筹集 2100 万美元。这家名人创办的公司生产低碳水化合物、低热量的优质葡萄酒。Fresh Vine正在增长,但非常无利可图,它通过批发、零售和DTC渠道销售葡萄酒,并能够在所有50个州和波多黎各进行批发分销。</blockquote></p><p> Micro-cap satellite developer<b>Sidus Space</b>(SIDU) plans to raise $15 million at an $81 million market cap. This company provides commercial satellite services such as design, manufacture, launch, and data collection. Sidus Space has generated space-related manufacturing revenues to date, but is highly unprofitable with negative gross margin in the 9mo21.</p><p><blockquote>微帽卫星显影剂<b>Sidus空间</b>(SIDU)计划以8100万美元的市值筹集1500万美元。该公司提供商业卫星服务,如设计、制造、发射和数据收集。Sidus Space 迄今为止已产生与航天相关的制造收入,但在 2021 年 9 月毛利率为负,高度无利可图。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ead80e54642569e2b7b368c8d50dc265\" tg-width=\"1409\" tg-height=\"457\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.renaissancecapital.com/IPO-Center/News/89474/US-IPO-Week-Ahead-IoT-solutions-wine-and-satellites-in-a-3-IPO-week\">renaissancecap...</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SIDU":"Sidus Space Inc.",".DJI":"道琼斯","IOT":"Samsara, Inc.",".IXIC":"NASDAQ Composite"},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/89474/US-IPO-Week-Ahead-IoT-solutions-wine-and-satellites-in-a-3-IPO-week","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103250344","content_text":"The IPO market is expected to stay relatively quiet in the week ahead with three IPOs scheduled to raise $789 million.\nIoT solutions developerSamsara(IOT) plans to raise $753 million at an $11.6 billion market cap. This \"internet-of-things\" company provides a cloud-based platform that connects the assets of businesses with physical operations, enhancing operational efficiency and asset and employee productivity. Fast growing but highly unprofitable, Samsara saw double-digit growth for customers with $100k+ ARR in the 9mo FY22.\nWine brandFresh Vine Wine(VINE) plans to raise $21 million at a $116 million market cap. This celebrity-founded company produces low carb, low calorie premium wines. Growing but highly unprofitable, Fresh Vine sells its wines through wholesale, retail, and DTC channels, and is able to conduct wholesale distribution in all 50 states and Puerto Rico.\nMicro-cap satellite developerSidus Space(SIDU) plans to raise $15 million at an $81 million market cap. This company provides commercial satellite services such as design, manufacture, launch, and data collection. Sidus Space has generated space-related manufacturing revenues to date, but is highly unprofitable with negative gross margin in the 9mo21.","news_type":1,"symbols_score_info":{".IXIC":0,"IOT":0,".DJI":0,".SPX":0,"VINE":0,"SIDU":0}},"isVote":1,"tweetType":1,"viewCount":4746,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605050331,"gmtCreate":1639095542539,"gmtModify":1639095543613,"author":{"id":"3586247634551228","authorId":"3586247634551228","name":"ken26ksh","avatar":"https://static.tigerbbs.com/64235ed64966a3645379f94c283bdef9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586247634551228","idStr":"3586247634551228"},"themes":[],"title":"","htmlText":"Buy the dip and win big 💪🏻","listText":"Buy the dip and win big 💪🏻","text":"Buy the dip and win big 💪🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605050331","repostId":"2190964556","repostType":4,"isVote":1,"tweetType":1,"viewCount":4179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602801264,"gmtCreate":1639004046597,"gmtModify":1639004047714,"author":{"id":"3586247634551228","authorId":"3586247634551228","name":"ken26ksh","avatar":"https://static.tigerbbs.com/64235ed64966a3645379f94c283bdef9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586247634551228","idStr":"3586247634551228"},"themes":[],"title":"","htmlText":"Awesome ","listText":"Awesome ","text":"Awesome","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/602801264","repostId":"1161444269","repostType":4,"repost":{"id":"1161444269","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":1638977215,"share":"https://www.laohunote.com/m/news/1161444269?lang=zh_CN&edition=full","pubTime":"2021-12-08 23:26","market":"us","language":"en","title":"Apple shares rose nearly 2% to a new high<blockquote>苹果股价上涨近2%创新高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1161444269","media":"Tiger Newspress","summary":"Apple shares rose nearly 2% to a new high in morning trading.","content":"<p>Apple shares rose nearly 2% to a new high in morning trading.</p><p><blockquote>苹果股价在早盘交易中上涨近2%,创下新高。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9a9f5fdc1cb0a898675c515a39de7611\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></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>Apple shares rose nearly 2% to a new high<blockquote>苹果股价上涨近2%创新高</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple shares rose nearly 2% to a new high<blockquote>苹果股价上涨近2%创新高</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\">2021-12-08 23:26</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Apple shares rose nearly 2% to a new high in morning trading.</p><p><blockquote>苹果股价在早盘交易中上涨近2%,创下新高。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9a9f5fdc1cb0a898675c515a39de7611\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161444269","content_text":"Apple shares rose nearly 2% to a new high in morning trading.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606495693,"gmtCreate":1638917854365,"gmtModify":1638917855424,"author":{"id":"3586247634551228","authorId":"3586247634551228","name":"ken26ksh","avatar":"https://static.tigerbbs.com/64235ed64966a3645379f94c283bdef9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586247634551228","idStr":"3586247634551228"},"themes":[],"title":"","htmlText":"Awesome ","listText":"Awesome ","text":"Awesome","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606495693","repostId":"1160989369","repostType":4,"repost":{"id":"1160989369","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":1638890853,"share":"https://www.laohunote.com/m/news/1160989369?lang=zh_CN&edition=full","pubTime":"2021-12-07 23:27","market":"us","language":"en","title":"Meme stocks jumped in morning trading<blockquote>Meme 股票在早盘交易中上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1160989369","media":"Tiger Newspress","summary":"Meme stocks jumped in morning trading.Vinco Ventures,IronNet,Zomedica,Aterian,Digital World Acquisit","content":"<p>Meme stocks jumped in morning trading.Vinco Ventures,IronNet,Zomedica,Aterian,Digital World Acquisition,Greenidge Generation,Senseonics,Newegg,AMC and GameStop climbed between 5% and 18%.</p><p><blockquote>模因股票在早盘交易中上涨.Vinco Ventures、IronNet、Zomedica、Aterian、Digital World Acquisition、Greenidge Generation、Senseonics、Newegg、AMC 和游戏驿站上涨了 5% 至 18%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c14f2bc9d526cf27d2ce20a66c8b481f\" tg-width=\"398\" tg-height=\"725\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/d603202a0fc2cf4684ab0bc7c0441a79\" tg-width=\"403\" tg-height=\"428\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meme stocks jumped in morning trading<blockquote>Meme 股票在早盘交易中上涨</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\">\nMeme stocks jumped in morning trading<blockquote>Meme 股票在早盘交易中上涨</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\">2021-12-07 23:27</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Meme stocks jumped in morning trading.Vinco Ventures,IronNet,Zomedica,Aterian,Digital World Acquisition,Greenidge Generation,Senseonics,Newegg,AMC and GameStop climbed between 5% and 18%.</p><p><blockquote>模因股票在早盘交易中上涨.Vinco Ventures、IronNet、Zomedica、Aterian、Digital World Acquisition、Greenidge Generation、Senseonics、Newegg、AMC 和游戏驿站上涨了 5% 至 18%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c14f2bc9d526cf27d2ce20a66c8b481f\" tg-width=\"398\" tg-height=\"725\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/d603202a0fc2cf4684ab0bc7c0441a79\" tg-width=\"403\" tg-height=\"428\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OCGN":"Ocugen","NEGG":"Newegg Comm Inc.","ATER":"Aterian Inc.","GME":"游戏驿站","KOSS":"高斯电子","BBIG":"Vinco Ventures, Inc.","EXPR":"Express, Inc.","AMC":"AMC院线","BBBY":"Bed Bath & Beyond, Inc.","CLOV":"Clover Health Corp","BB":"黑莓","PHUN":"Phunware, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160989369","content_text":"Meme stocks jumped in morning trading.Vinco Ventures,IronNet,Zomedica,Aterian,Digital World Acquisition,Greenidge Generation,Senseonics,Newegg,AMC and GameStop climbed between 5% and 18%.","news_type":1,"symbols_score_info":{"MRIN":0.9,"BB":0.9,"BBIG":0.9,"EXPR":0.9,"ZOM":0.9,"PHUN":0.9,"AMC":0.9,"CLOV":0.9,"IRNT":0.9,"GREE":0.9,"NEGG":0.9,"ATER":0.9,"OCGN":0.9,"BBBY":0.9,"GME":0.9,"DWAC":0.9,"KOSS":0.9}},"isVote":1,"tweetType":1,"viewCount":1077,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606315876,"gmtCreate":1638834325537,"gmtModify":1638834326609,"author":{"id":"3586247634551228","authorId":"3586247634551228","name":"ken26ksh","avatar":"https://static.tigerbbs.com/64235ed64966a3645379f94c283bdef9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586247634551228","idStr":"3586247634551228"},"themes":[],"title":"","htmlText":"Awesome ","listText":"Awesome ","text":"Awesome","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/606315876","repostId":"2189686612","repostType":4,"isVote":1,"tweetType":1,"viewCount":1651,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608284014,"gmtCreate":1638749395248,"gmtModify":1638749395858,"author":{"id":"3586247634551228","authorId":"3586247634551228","name":"ken26ksh","avatar":"https://static.tigerbbs.com/64235ed64966a3645379f94c283bdef9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586247634551228","idStr":"3586247634551228"},"themes":[],"title":"","htmlText":"Awesome ","listText":"Awesome ","text":"Awesome","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/608284014","repostId":"1179313612","repostType":4,"repost":{"id":"1179313612","kind":"news","pubTimestamp":1638745398,"share":"https://www.laohunote.com/m/news/1179313612?lang=zh_CN&edition=full","pubTime":"2021-12-06 07:03","market":"us","language":"en","title":"Game Stop, Toll Brothers, Costco, CVS, and Other Stocks to Watch This Week<blockquote>Game Stop、Toll Brothers、Costco、CVS 和本周值得关注的其他股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1179313612","media":"Barrons","summary":"Meme stock darling GameStop headlines this week’s earnings report lineup. The videogame retailer rep","content":"<p>Meme stock darling <a href=\"https://laohu8.com/S/GME\">GameStop</a> headlines this week’s earnings report lineup. The videogame retailer reports results after the market closes on Wednesday. <a href=\"https://laohu8.com/S/AZO\">AutoZone</a>, Casey’s <a href=\"https://laohu8.com/S/BGC\">General</a> Stores, and <a href=\"https://laohu8.com/S/TOL\">Toll Brothers</a> report earnings on Tuesday, followed by <a href=\"https://laohu8.com/S/BF.A\">Brown-Forman</a> and <a href=\"https://laohu8.com/S/CPB\">Campbell Soup</a> on Wednesday. <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>, <a href=\"https://laohu8.com/S/COST\">Costco</a> Wholesale, and <a href=\"https://laohu8.com/S/HRL\">Hormel</a> Foods round things out on Thursday.</p><p><blockquote>模因股票宠儿<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>本周财报的头条新闻。这家视频游戏零售商在周三收盘后公布业绩。<a href=\"https://laohu8.com/S/AZO\">自动区</a>凯西的<a href=\"https://laohu8.com/S/BGC\">一般的</a>商店和<a href=\"https://laohu8.com/S/TOL\">收费兄弟</a>周二公布收益,随后<a href=\"https://laohu8.com/S/BF.A\">布朗-福尔曼</a>和<a href=\"https://laohu8.com/S/CPB\">金宝汤</a>星期三。<a href=\"https://laohu8.com/S/AVGO\">博通</a>,<a href=\"https://laohu8.com/S/COST\">好市多</a>批发,以及<a href=\"https://laohu8.com/S/HRL\">荷美尔</a>周四食物圆满结束。</blockquote></p><p> On Monday, <a href=\"https://laohu8.com/S/UNP\">Union Pacific</a> will hold a conference call to discuss its climate action plan. <a href=\"https://laohu8.com/S/MCK\">McKesson</a> and <a href=\"https://laohu8.com/S/LUV\">Southwest Airlines</a> host their 2021 investor days on Wednesday, followed by <a href=\"https://laohu8.com/S/CVS\">CVS Health</a> and <a href=\"https://laohu8.com/S/TSN\">Tyson</a> Foods on Thursday.</p><p><blockquote>周一,<a href=\"https://laohu8.com/S/UNP\">联合太平洋</a>将召开电话会议讨论其气候行动计划。<a href=\"https://laohu8.com/S/MCK\">麦克森</a>和<a href=\"https://laohu8.com/S/LUV\">西南航空公司</a>周三举办 2021 年投资者日,随后<a href=\"https://laohu8.com/S/CVS\">CVS健康</a>和<a href=\"https://laohu8.com/S/TSN\">泰森</a>周四的食物。</blockquote></p><p> The Federal Reserve’s report on consumer credit data for October will be released on Tuesday. On Thursday, the U.S. Labor Department reports initial jobless claims for the week ending on Dec. 4.</p><p><blockquote>美联储将于周二发布10月份消费信贷数据报告。周四,美国劳工部公布了截至 12 月 4 日当周的首次申请失业救济人数。</blockquote></p><p> The Bureau of Labor Statistics releases the consumer price index for November on Friday. The consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously.</p><p><blockquote>美国劳工统计局周五发布11月份消费者价格指数。普遍估计同比增长 6.7%,比 10 月份高出半个百分点。不包括波动较大的食品和能源价格的核心CPI预计将上涨4.8%,而之前为4.6%。</blockquote></p><p> <b>Monday 12/6</b></p><p><blockquote><b>12/6星期一</b></blockquote></p><p> Union Pacific holds a conference call to discuss its climate action plan.</p><p><blockquote>联合太平洋公司召开电话会议讨论其气候行动计划。</blockquote></p><p> <b>Tuesday 12/7</b></p><p><blockquote><b>星期二 12/7</b></blockquote></p><p> AutoZone, Casey’s General Stores, and Toll Brothers announce quarterly results.</p><p><blockquote>AutoZone、Casey's General Stores 和 Toll Brothers 公布季度业绩。</blockquote></p><p> The Federal Reserve reports on consumer credit data for October. After falling slightly last year, total outstanding consumer debt has risen an average of $20 billion a month through September, and stands at a record $4.37 trillion.</p><p><blockquote>美联储报告10月份消费信贷数据。继去年小幅下降后,截至 9 月份,未偿消费者债务总额平均每月增加 200 亿美元,达到创纪录的 4.37 万亿美元。</blockquote></p><p> <b>Wednesday 12/8</b></p><p><blockquote><b>12/8星期三</b></blockquote></p><p> The BLS releases the Job Openings and Labor Turnover Survey. Economists forecast 10.5 million job openings on the last business day of October, only 600,000 less than the record high of 11.1 million in July.</p><p><blockquote>BLS发布职位空缺和劳动力流动调查。经济学家预测10月最后一个工作日将有1050万个职位空缺,仅比7月份1110万个的历史新高少60万个。</blockquote></p><p> <a href=\"https://laohu8.com/S/BF.B\">Brown-Forman</a>, Campbell Soup, and GameStop report earnings.</p><p><blockquote><a href=\"https://laohu8.com/S/BF.B\">布朗-福尔曼</a>、金宝汤和游戏驿站报告收益。</blockquote></p><p> McKesson and <a href=\"https://laohu8.com/S/OKSB\">Southwest</a> Airlines host their 2021 investor days.</p><p><blockquote>麦克森和<a href=\"https://laohu8.com/S/OKSB\">西南</a>航空公司举办2021年投资者日。</blockquote></p><p> <a href=\"https://laohu8.com/S/EW\">Edwards Lifesciences</a> holds an investor conference in Irvine, Calif. The company will discuss its product pipeline as well as its financial outlook for 2022.</p><p><blockquote><a href=\"https://laohu8.com/S/EW\">爱德华兹生命科学</a>在加利福尼亚州尔湾举行投资者会议。该公司将讨论其产品线以及 2022 年的财务前景。</blockquote></p><p> The Bank of Canada announces its monetary-policy decision. The central bank is expected to keep its key short-term interest rate unchanged at 0.25%. At its late-October meeting, the bank ended its quantitative-easing program and signaled that its first interest-rate hike would be earlier in 2022 than had been expected.</p><p><blockquote>加拿大央行宣布货币政策决定。预计央行将维持关键短期利率在0.25%不变。在 10 月底的会议上,央行结束了量化宽松计划,并表示首次加息将于 2022 年早于预期。</blockquote></p><p> <b>Thursday 12/9</b></p><p><blockquote><b>星期四 12/9</b></blockquote></p><p> Broadcom, Costco Wholesale, and Hormel Foods hold conference calls to discuss quarterly results.</p><p><blockquote>Broadcom、Costco Wholesale 和 Hormel Foods 举行评级会议讨论季度业绩。</blockquote></p><p> CVS Health and Tyson Foods host their annual investor days.</p><p><blockquote>CVS Health 和泰森食品公司举办年度投资者日。</blockquote></p><p> The Department of Labor reports initial jobless claims for the week ending on Dec. 4. Jobless claims averaged 238,750 in November, the lowest since the beginning of the pandemic, and just 24,750 more than in February of 2020.</p><p><blockquote>劳工部报告了截至 12 月 4 日当周的首次申请失业救济人数。11 月份申请失业救济人数平均为 238,750 人,为疫情开始以来的最低水平,仅比 2020 年 2 月多 24,750 人。</blockquote></p><p> <b>Friday 12/10</b></p><p><blockquote><b>12/10星期五</b></blockquote></p><p> Archer-Daniels-Midland holds its global investor day.</p><p><blockquote>Archer-Daniels-Midland 举办全球投资者日。</blockquote></p><p> <a href=\"https://laohu8.com/S/CNC\">Centene</a> holds an investor meeting and will provide financial guidance for 2022.</p><p><blockquote><a href=\"https://laohu8.com/S/CNC\">一百个</a>召开投资者会议,并将提供2022年的财务指导。</blockquote></p><p> The Bureau of Labor Statistics releases the consumer price index for November. Consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously. October’s 6.2% increase was the hottest the CPI has run in more than 30 years, and this past week Federal Reserve Chairman Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> finally ditched “transitory” when discussing inflation before the Senate Banking Committee.</p><p><blockquote>劳工统计局发布11月份消费者价格指数。普遍估计同比增长 6.7%,比 10 月份高出半个百分点。不包括波动较大的食品和能源价格的核心CPI预计将上涨4.8%,而之前为4.6%。10 月份 6.2% 的涨幅是 CPI 30 多年来最热的一次,上周美联储主席杰罗姆<a href=\"https://laohu8.com/S/POWL\">鲍威尔</a>在参议院银行委员会讨论通货膨胀问题时,最终放弃了 “过渡性 ”。</blockquote></p><p> The University of Michigan releases its Consumer Sentiment index for December. Economists forecast a 66 reading, slightly less than the November data.</p><p><blockquote>密歇根大学发布12月份消费者信心指数。经济学家预测读数为66,略低于11月份的数据。</blockquote></p><p></p>","source":"market_watch","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>Game Stop, Toll Brothers, Costco, CVS, and Other Stocks to Watch This Week<blockquote>Game Stop、Toll Brothers、Costco、CVS 和本周值得关注的其他股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGame Stop, Toll Brothers, Costco, CVS, and Other Stocks to Watch This Week<blockquote>Game Stop、Toll Brothers、Costco、CVS 和本周值得关注的其他股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-06 07:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Meme stock darling <a href=\"https://laohu8.com/S/GME\">GameStop</a> headlines this week’s earnings report lineup. The videogame retailer reports results after the market closes on Wednesday. <a href=\"https://laohu8.com/S/AZO\">AutoZone</a>, Casey’s <a href=\"https://laohu8.com/S/BGC\">General</a> Stores, and <a href=\"https://laohu8.com/S/TOL\">Toll Brothers</a> report earnings on Tuesday, followed by <a href=\"https://laohu8.com/S/BF.A\">Brown-Forman</a> and <a href=\"https://laohu8.com/S/CPB\">Campbell Soup</a> on Wednesday. <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>, <a href=\"https://laohu8.com/S/COST\">Costco</a> Wholesale, and <a href=\"https://laohu8.com/S/HRL\">Hormel</a> Foods round things out on Thursday.</p><p><blockquote>模因股票宠儿<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>本周财报的头条新闻。这家视频游戏零售商在周三收盘后公布业绩。<a href=\"https://laohu8.com/S/AZO\">自动区</a>凯西的<a href=\"https://laohu8.com/S/BGC\">一般的</a>商店和<a href=\"https://laohu8.com/S/TOL\">收费兄弟</a>周二公布收益,随后<a href=\"https://laohu8.com/S/BF.A\">布朗-福尔曼</a>和<a href=\"https://laohu8.com/S/CPB\">金宝汤</a>星期三。<a href=\"https://laohu8.com/S/AVGO\">博通</a>,<a href=\"https://laohu8.com/S/COST\">好市多</a>批发,以及<a href=\"https://laohu8.com/S/HRL\">荷美尔</a>周四食物圆满结束。</blockquote></p><p> On Monday, <a href=\"https://laohu8.com/S/UNP\">Union Pacific</a> will hold a conference call to discuss its climate action plan. <a href=\"https://laohu8.com/S/MCK\">McKesson</a> and <a href=\"https://laohu8.com/S/LUV\">Southwest Airlines</a> host their 2021 investor days on Wednesday, followed by <a href=\"https://laohu8.com/S/CVS\">CVS Health</a> and <a href=\"https://laohu8.com/S/TSN\">Tyson</a> Foods on Thursday.</p><p><blockquote>周一,<a href=\"https://laohu8.com/S/UNP\">联合太平洋</a>将召开电话会议讨论其气候行动计划。<a href=\"https://laohu8.com/S/MCK\">麦克森</a>和<a href=\"https://laohu8.com/S/LUV\">西南航空公司</a>周三举办 2021 年投资者日,随后<a href=\"https://laohu8.com/S/CVS\">CVS健康</a>和<a href=\"https://laohu8.com/S/TSN\">泰森</a>周四的食物。</blockquote></p><p> The Federal Reserve’s report on consumer credit data for October will be released on Tuesday. On Thursday, the U.S. Labor Department reports initial jobless claims for the week ending on Dec. 4.</p><p><blockquote>美联储将于周二发布10月份消费信贷数据报告。周四,美国劳工部公布了截至 12 月 4 日当周的首次申请失业救济人数。</blockquote></p><p> The Bureau of Labor Statistics releases the consumer price index for November on Friday. The consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously.</p><p><blockquote>美国劳工统计局周五发布11月份消费者价格指数。普遍估计同比增长 6.7%,比 10 月份高出半个百分点。不包括波动较大的食品和能源价格的核心CPI预计将上涨4.8%,而之前为4.6%。</blockquote></p><p> <b>Monday 12/6</b></p><p><blockquote><b>12/6星期一</b></blockquote></p><p> Union Pacific holds a conference call to discuss its climate action plan.</p><p><blockquote>联合太平洋公司召开电话会议讨论其气候行动计划。</blockquote></p><p> <b>Tuesday 12/7</b></p><p><blockquote><b>星期二 12/7</b></blockquote></p><p> AutoZone, Casey’s General Stores, and Toll Brothers announce quarterly results.</p><p><blockquote>AutoZone、Casey's General Stores 和 Toll Brothers 公布季度业绩。</blockquote></p><p> The Federal Reserve reports on consumer credit data for October. After falling slightly last year, total outstanding consumer debt has risen an average of $20 billion a month through September, and stands at a record $4.37 trillion.</p><p><blockquote>美联储报告10月份消费信贷数据。继去年小幅下降后,截至 9 月份,未偿消费者债务总额平均每月增加 200 亿美元,达到创纪录的 4.37 万亿美元。</blockquote></p><p> <b>Wednesday 12/8</b></p><p><blockquote><b>12/8星期三</b></blockquote></p><p> The BLS releases the Job Openings and Labor Turnover Survey. Economists forecast 10.5 million job openings on the last business day of October, only 600,000 less than the record high of 11.1 million in July.</p><p><blockquote>BLS发布职位空缺和劳动力流动调查。经济学家预测10月最后一个工作日将有1050万个职位空缺,仅比7月份1110万个的历史新高少60万个。</blockquote></p><p> <a href=\"https://laohu8.com/S/BF.B\">Brown-Forman</a>, Campbell Soup, and GameStop report earnings.</p><p><blockquote><a href=\"https://laohu8.com/S/BF.B\">布朗-福尔曼</a>、金宝汤和游戏驿站报告收益。</blockquote></p><p> McKesson and <a href=\"https://laohu8.com/S/OKSB\">Southwest</a> Airlines host their 2021 investor days.</p><p><blockquote>麦克森和<a href=\"https://laohu8.com/S/OKSB\">西南</a>航空公司举办2021年投资者日。</blockquote></p><p> <a href=\"https://laohu8.com/S/EW\">Edwards Lifesciences</a> holds an investor conference in Irvine, Calif. The company will discuss its product pipeline as well as its financial outlook for 2022.</p><p><blockquote><a href=\"https://laohu8.com/S/EW\">爱德华兹生命科学</a>在加利福尼亚州尔湾举行投资者会议。该公司将讨论其产品线以及 2022 年的财务前景。</blockquote></p><p> The Bank of Canada announces its monetary-policy decision. The central bank is expected to keep its key short-term interest rate unchanged at 0.25%. At its late-October meeting, the bank ended its quantitative-easing program and signaled that its first interest-rate hike would be earlier in 2022 than had been expected.</p><p><blockquote>加拿大央行宣布货币政策决定。预计央行将维持关键短期利率在0.25%不变。在 10 月底的会议上,央行结束了量化宽松计划,并表示首次加息将于 2022 年早于预期。</blockquote></p><p> <b>Thursday 12/9</b></p><p><blockquote><b>星期四 12/9</b></blockquote></p><p> Broadcom, Costco Wholesale, and Hormel Foods hold conference calls to discuss quarterly results.</p><p><blockquote>Broadcom、Costco Wholesale 和 Hormel Foods 举行评级会议讨论季度业绩。</blockquote></p><p> CVS Health and Tyson Foods host their annual investor days.</p><p><blockquote>CVS Health 和泰森食品公司举办年度投资者日。</blockquote></p><p> The Department of Labor reports initial jobless claims for the week ending on Dec. 4. Jobless claims averaged 238,750 in November, the lowest since the beginning of the pandemic, and just 24,750 more than in February of 2020.</p><p><blockquote>劳工部报告了截至 12 月 4 日当周的首次申请失业救济人数。11 月份申请失业救济人数平均为 238,750 人,为疫情开始以来的最低水平,仅比 2020 年 2 月多 24,750 人。</blockquote></p><p> <b>Friday 12/10</b></p><p><blockquote><b>12/10星期五</b></blockquote></p><p> Archer-Daniels-Midland holds its global investor day.</p><p><blockquote>Archer-Daniels-Midland 举办全球投资者日。</blockquote></p><p> <a href=\"https://laohu8.com/S/CNC\">Centene</a> holds an investor meeting and will provide financial guidance for 2022.</p><p><blockquote><a href=\"https://laohu8.com/S/CNC\">一百个</a>召开投资者会议,并将提供2022年的财务指导。</blockquote></p><p> The Bureau of Labor Statistics releases the consumer price index for November. Consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously. October’s 6.2% increase was the hottest the CPI has run in more than 30 years, and this past week Federal Reserve Chairman Jerome <a href=\"https://laohu8.com/S/POWL\">Powell</a> finally ditched “transitory” when discussing inflation before the Senate Banking Committee.</p><p><blockquote>劳工统计局发布11月份消费者价格指数。普遍估计同比增长 6.7%,比 10 月份高出半个百分点。不包括波动较大的食品和能源价格的核心CPI预计将上涨4.8%,而之前为4.6%。10 月份 6.2% 的涨幅是 CPI 30 多年来最热的一次,上周美联储主席杰罗姆<a href=\"https://laohu8.com/S/POWL\">鲍威尔</a>在参议院银行委员会讨论通货膨胀问题时,最终放弃了 “过渡性 ”。</blockquote></p><p> The University of Michigan releases its Consumer Sentiment index for December. Economists forecast a 66 reading, slightly less than the November data.</p><p><blockquote>密歇根大学发布12月份消费者信心指数。经济学家预测读数为66,略低于11月份的数据。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/articles/game-stop-toll-brothers-costco-cvs-and-other-stocks-to-watch-this-week-51638734413?mod=barrons-on-marketwatch\">Barrons</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COST":"好市多","CVS":"西维斯健康","BK4088":"住宅建筑","GME":"游戏驿站","TOL":"托尔兄弟"},"source_url":"https://www.marketwatch.com/articles/game-stop-toll-brothers-costco-cvs-and-other-stocks-to-watch-this-week-51638734413?mod=barrons-on-marketwatch","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1179313612","content_text":"Meme stock darling GameStop headlines this week’s earnings report lineup. The videogame retailer reports results after the market closes on Wednesday. AutoZone, Casey’s General Stores, and Toll Brothers report earnings on Tuesday, followed by Brown-Forman and Campbell Soup on Wednesday. Broadcom, Costco Wholesale, and Hormel Foods round things out on Thursday.\nOn Monday, Union Pacific will hold a conference call to discuss its climate action plan. McKesson and Southwest Airlines host their 2021 investor days on Wednesday, followed by CVS Health and Tyson Foods on Thursday.\nThe Federal Reserve’s report on consumer credit data for October will be released on Tuesday. On Thursday, the U.S. Labor Department reports initial jobless claims for the week ending on Dec. 4.\nThe Bureau of Labor Statistics releases the consumer price index for November on Friday. The consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously.\nMonday 12/6\nUnion Pacific holds a conference call to discuss its climate action plan.\nTuesday 12/7\nAutoZone, Casey’s General Stores, and Toll Brothers announce quarterly results.\nThe Federal Reserve reports on consumer credit data for October. After falling slightly last year, total outstanding consumer debt has risen an average of $20 billion a month through September, and stands at a record $4.37 trillion.\nWednesday 12/8\nThe BLS releases the Job Openings and Labor Turnover Survey. Economists forecast 10.5 million job openings on the last business day of October, only 600,000 less than the record high of 11.1 million in July.\nBrown-Forman, Campbell Soup, and GameStop report earnings.\nMcKesson and Southwest Airlines host their 2021 investor days.\nEdwards Lifesciences holds an investor conference in Irvine, Calif. The company will discuss its product pipeline as well as its financial outlook for 2022.\nThe Bank of Canada announces its monetary-policy decision. The central bank is expected to keep its key short-term interest rate unchanged at 0.25%. At its late-October meeting, the bank ended its quantitative-easing program and signaled that its first interest-rate hike would be earlier in 2022 than had been expected.\nThursday 12/9\nBroadcom, Costco Wholesale, and Hormel Foods hold conference calls to discuss quarterly results.\nCVS Health and Tyson Foods host their annual investor days.\nThe Department of Labor reports initial jobless claims for the week ending on Dec. 4. Jobless claims averaged 238,750 in November, the lowest since the beginning of the pandemic, and just 24,750 more than in February of 2020.\nFriday 12/10\nArcher-Daniels-Midland holds its global investor day.\nCentene holds an investor meeting and will provide financial guidance for 2022.\nThe Bureau of Labor Statistics releases the consumer price index for November. Consensus estimate is for a 6.7% year-over-year jump, half a percentage point more than in October. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.8% versus 4.6% previously. October’s 6.2% increase was the hottest the CPI has run in more than 30 years, and this past week Federal Reserve Chairman Jerome Powell finally ditched “transitory” when discussing inflation before the Senate Banking Committee.\nThe University of Michigan releases its Consumer Sentiment index for December. Economists forecast a 66 reading, slightly less than the November data.","news_type":1,"symbols_score_info":{"COST":0.9,"CVS":0.9,"GME":0.9,"TOL":0.9}},"isVote":1,"tweetType":1,"viewCount":1051,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608377387,"gmtCreate":1638656631620,"gmtModify":1638656632117,"author":{"id":"3586247634551228","authorId":"3586247634551228","name":"ken26ksh","avatar":"https://static.tigerbbs.com/64235ed64966a3645379f94c283bdef9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586247634551228","idStr":"3586247634551228"},"themes":[],"title":"","htmlText":"Awesome ","listText":"Awesome ","text":"Awesome","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608377387","repostId":"1174181873","repostType":4,"repost":{"id":"1174181873","kind":"news","pubTimestamp":1638578178,"share":"https://www.laohunote.com/m/news/1174181873?lang=zh_CN&edition=full","pubTime":"2021-12-04 08:36","market":"us","language":"en","title":"US IPO Week Ahead: Digital banking and cloud infrastructure lead a 4 IPO week<blockquote>美国 IPO 周即将到来:数字银行和云基础设施引领 IPO 周 4</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1174181873","media":"renaissancecap...","summary":"The IPO market is expected to pick up in the week ahead with four IPOs scheduled to raise $3.7 billi","content":"<p>The IPO market is expected to pick up in the week ahead with four IPOs scheduled to raise $3.7 billion.</p><p><blockquote>IPO市场预计将在未来一周回暖,四次IPO计划筹集37亿美元。</blockquote></p><p> Buffett-backed <b>Nu Holdings</b>(NU) plans to raise $2.5 billion at a $41.1 billion market cap. Operating as Nubank, this Brazilian online-only bank was formed in 2013 to launch a no-fees credit card offering with a mobile-first customer experience, but has since expanded to offer various other financial products. Nu has grown rapidly since its inception, with a current base of nearly 50 million customers, though revenue per customer has been falling as its base grows.</p><p><blockquote>巴菲特支持<b>如控股</b>(NU) 计划以 411 亿美元的市值筹集 25 亿美元。这家巴西纯在线银行成立于 2013 年,名为 Nubank,旨在推出免费信用卡产品,提供移动优先的客户体验,但此后已扩展到提供各种其他金融产品。Nu自成立以来发展迅速,目前拥有近5000万客户群,但随着客户群的增长,每位客户的收入一直在下降。</blockquote></p><p> Cloud infrastructure platform <b>HashiCorp</b>(HCP) plans to raise $1.1 billion at a $14.0 billion market cap. This VC-backed company provides a suite of solutions that standardize and automate the provisioning, securing, connecting, and running of cloud infrastructure at scale. While it has demonstrated rapid growth and a sticky customer base, HashiCorp is highly unprofitable due to S&M spend.</p><p><blockquote>云基础设施平台<b>哈希公司</b>(HCP) 计划以 140 亿美元的市值筹集 11 亿美元。这家由风险投资支持的公司提供了一套解决方案,可以大规模标准化和自动化云基础设施的配置、保护、连接和运行。虽然 HashiCorp 表现出快速增长和粘性客户群,但由于 S&M 支出,HashiCorp 高度无利可图。</blockquote></p><p> Cannabis finance REIT <b>Chicago Atlantic Real Estate Finance</b>(REFI) plans to raise $106 million at a $296 million market cap. This newly-formed REIT is focused on originating, structuring, and investing in first mortgage loans and alternative structured financings secured by commercial real estate properties. Its current portfolio consists of senior loans to state-licensed operators in the cannabis industry.</p><p><blockquote>大麻金融房地产投资信托基金<b>芝加哥大西洋房地产金融</b>(REFI) 计划以 2.96 亿美元的市值筹集 1.06 亿美元。这个新成立的房地产投资信托基金专注于发起、构建和投资第一抵押贷款和由商业房地产担保的替代结构性融资。其目前的投资组合包括向大麻行业国家许可运营商提供的高级贷款。</blockquote></p><p> Canadian gold exploration company <b>Austin Gold</b>(AUST) plans to raise $15 million at a $64 million market cap. This Canadian gold exploration company currently has interests in four properties located in the state of Nevada, with just one property that it considers material at this time. Austin Gold has not generated any operating revenues to date.</p><p><blockquote>加拿大黄金勘探公司<b>奥斯汀黄金</b>(AUST) 计划以 6400 万美元的市值筹集 1500 万美元。这家加拿大黄金勘探公司目前在内华达州的四处矿产中拥有权益,目前只有一处矿产被认为是重要的。奥斯汀黄金公司迄今为止尚未产生任何营业收入。</blockquote></p><p></p>","source":"lsy1619493174116","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US IPO Week Ahead: Digital banking and cloud infrastructure lead a 4 IPO week<blockquote>美国 IPO 周即将到来:数字银行和云基础设施引领 IPO 周 4</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS IPO Week Ahead: Digital banking and cloud infrastructure lead a 4 IPO week<blockquote>美国 IPO 周即将到来:数字银行和云基础设施引领 IPO 周 4</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">renaissancecap...</strong><span class=\"h-time small\">2021-12-04 08:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The IPO market is expected to pick up in the week ahead with four IPOs scheduled to raise $3.7 billion.</p><p><blockquote>IPO市场预计将在未来一周回暖,四次IPO计划筹集37亿美元。</blockquote></p><p> Buffett-backed <b>Nu Holdings</b>(NU) plans to raise $2.5 billion at a $41.1 billion market cap. Operating as Nubank, this Brazilian online-only bank was formed in 2013 to launch a no-fees credit card offering with a mobile-first customer experience, but has since expanded to offer various other financial products. Nu has grown rapidly since its inception, with a current base of nearly 50 million customers, though revenue per customer has been falling as its base grows.</p><p><blockquote>巴菲特支持<b>如控股</b>(NU) 计划以 411 亿美元的市值筹集 25 亿美元。这家巴西纯在线银行成立于 2013 年,名为 Nubank,旨在推出免费信用卡产品,提供移动优先的客户体验,但此后已扩展到提供各种其他金融产品。Nu自成立以来发展迅速,目前拥有近5000万客户群,但随着客户群的增长,每位客户的收入一直在下降。</blockquote></p><p> Cloud infrastructure platform <b>HashiCorp</b>(HCP) plans to raise $1.1 billion at a $14.0 billion market cap. This VC-backed company provides a suite of solutions that standardize and automate the provisioning, securing, connecting, and running of cloud infrastructure at scale. While it has demonstrated rapid growth and a sticky customer base, HashiCorp is highly unprofitable due to S&M spend.</p><p><blockquote>云基础设施平台<b>哈希公司</b>(HCP) 计划以 140 亿美元的市值筹集 11 亿美元。这家由风险投资支持的公司提供了一套解决方案,可以大规模标准化和自动化云基础设施的配置、保护、连接和运行。虽然 HashiCorp 表现出快速增长和粘性客户群,但由于 S&M 支出,HashiCorp 高度无利可图。</blockquote></p><p> Cannabis finance REIT <b>Chicago Atlantic Real Estate Finance</b>(REFI) plans to raise $106 million at a $296 million market cap. This newly-formed REIT is focused on originating, structuring, and investing in first mortgage loans and alternative structured financings secured by commercial real estate properties. Its current portfolio consists of senior loans to state-licensed operators in the cannabis industry.</p><p><blockquote>大麻金融房地产投资信托基金<b>芝加哥大西洋房地产金融</b>(REFI) 计划以 2.96 亿美元的市值筹集 1.06 亿美元。这个新成立的房地产投资信托基金专注于发起、构建和投资第一抵押贷款和由商业房地产担保的替代结构性融资。其目前的投资组合包括向大麻行业国家许可运营商提供的高级贷款。</blockquote></p><p> Canadian gold exploration company <b>Austin Gold</b>(AUST) plans to raise $15 million at a $64 million market cap. This Canadian gold exploration company currently has interests in four properties located in the state of Nevada, with just one property that it considers material at this time. Austin Gold has not generated any operating revenues to date.</p><p><blockquote>加拿大黄金勘探公司<b>奥斯汀黄金</b>(AUST) 计划以 6400 万美元的市值筹集 1500 万美元。这家加拿大黄金勘探公司目前在内华达州的四处矿产中拥有权益,目前只有一处矿产被认为是重要的。奥斯汀黄金公司迄今为止尚未产生任何营业收入。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.renaissancecapital.com/IPO-Center/News/89235/US-IPO-Week-Ahead-Digital-banking-and-cloud-infrastructure-lead-a-4-IPO-wee\">renaissancecap...</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":{"REFI":"Chicago Atlantic Real Estate Finance, Inc.","NU":"Nu Holdings Ltd."},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/89235/US-IPO-Week-Ahead-Digital-banking-and-cloud-infrastructure-lead-a-4-IPO-wee","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174181873","content_text":"The IPO market is expected to pick up in the week ahead with four IPOs scheduled to raise $3.7 billion.\nBuffett-backed Nu Holdings(NU) plans to raise $2.5 billion at a $41.1 billion market cap. Operating as Nubank, this Brazilian online-only bank was formed in 2013 to launch a no-fees credit card offering with a mobile-first customer experience, but has since expanded to offer various other financial products. Nu has grown rapidly since its inception, with a current base of nearly 50 million customers, though revenue per customer has been falling as its base grows.\nCloud infrastructure platform HashiCorp(HCP) plans to raise $1.1 billion at a $14.0 billion market cap. This VC-backed company provides a suite of solutions that standardize and automate the provisioning, securing, connecting, and running of cloud infrastructure at scale. While it has demonstrated rapid growth and a sticky customer base, HashiCorp is highly unprofitable due to S&M spend.\nCannabis finance REIT Chicago Atlantic Real Estate Finance(REFI) plans to raise $106 million at a $296 million market cap. This newly-formed REIT is focused on originating, structuring, and investing in first mortgage loans and alternative structured financings secured by commercial real estate properties. Its current portfolio consists of senior loans to state-licensed operators in the cannabis industry.\nCanadian gold exploration company Austin Gold(AUST) plans to raise $15 million at a $64 million market cap. This Canadian gold exploration company currently has interests in four properties located in the state of Nevada, with just one property that it considers material at this time. Austin Gold has not generated any operating revenues to date.","news_type":1,"symbols_score_info":{"REFI":0.9,"NU":0.9,"HCP":0.9}},"isVote":1,"tweetType":1,"viewCount":951,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608059809,"gmtCreate":1638584312760,"gmtModify":1638584313288,"author":{"id":"3586247634551228","authorId":"3586247634551228","name":"ken26ksh","avatar":"https://static.tigerbbs.com/64235ed64966a3645379f94c283bdef9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586247634551228","idStr":"3586247634551228"},"themes":[],"title":"","htmlText":"Awesome ","listText":"Awesome ","text":"Awesome","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608059809","repostId":"1115344844","repostType":4,"repost":{"id":"1115344844","kind":"news","pubTimestamp":1638544099,"share":"https://www.laohunote.com/m/news/1115344844?lang=zh_CN&edition=full","pubTime":"2021-12-03 23:08","market":"us","language":"en","title":"3 High Growth Stocks To Buy In The Pullback<blockquote>回调期间值得买入的 3 只高增长股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1115344844","media":"Seeking Alpha","summary":"Summary\n\nUpstart has fallen more than 50% from its highs. But its last earnings report wasn't that b","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Upstart has fallen more than 50% from its highs. But its last earnings report wasn't that bad. The story is still intact and shares have derisked considerably.</li> <li>Zscaler continues to impress with recent results showing accelerated growth again. The shares went up immediately after the report but reversed down in the general wash out.</li> <li>Monday.com is a fairly new company and it also got hit by the market. Its high growth profile, rapidly improving profitability, and reasonable valuation makes it an interesting stock pick.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2aac50f1e4e4115b0d38a5ec6c15c267\" tg-width=\"1536\" tg-height=\"1139\" width=\"100%\" height=\"auto\"><span>Galeanu Mihai/iStock via Getty Images</span></p><p><blockquote><ul><li>Upstart 已从高点下跌超过 50%。但它的上一份收益报告并没有那么糟糕。故事仍然完好无损,股价已大幅降低风险。</li><li>Zscaler 继续给人留下深刻印象,最近的结果再次显示加速增长。报告发布后,该股立即上涨,但在普遍洗盘中回落。</li><li>Monday.com 是一家相当新的公司,它也受到了市场的打击。其高增长形势、快速提高的盈利能力和合理的估值使其成为一个有趣的股票选择。</li></ul><p class=\"t-img-caption\"><span>Galeanu Mihai/iStock 来自 Getty Images</span></p></blockquote></p><p> I started writing this article one week ago with the goal to review Upstart's recent quarterly results. Since in my last article, I argued that Upstart (UPST) might still be an attractive buying opportunity at $390 a share, I wanted to check on the company (currently trading around $180 –<i>yikes!</i>).</p><p><blockquote>我一周前开始写这篇文章,目的是回顾一下 Upstart 最近的季度业绩。由于在我的上一篇文章中,我认为 Upstart (UPST) 可能仍然是每股 390 美元的有吸引力的买入机会,因此我想了解一下该公司(目前交易价格约为 180 美元 –<i>呀!</i>).</blockquote></p><p> However, the recent market sell-off, especially in high-growth names, made me reconsider the direction of the article. I think it is much more interesting right now to write about some high-growth names in my portfolio that I am considering adding during this little downturn.</p><p><blockquote>然而,最近的市场抛售,尤其是高增长股票,让我重新考虑了文章的方向。我认为现在在我的投资组合中写下一些高增长的名字要有趣得多,我正在考虑在这次小小的低迷时期添加这些名字。</blockquote></p><p> A little caveat upfront, though. I am really bad at short-term calls (as evidenced by my recent Upstart article). I have no idea what the Omicron variant will do to our economy, what the Fed's monetary policy will be in the future and how far this sell-off will go eventually. By the time this article is published, the sell-off might already have reversed. Or it might have gotten much worse. I simply don't know.</p><p><blockquote>不过,先有一个小小的警告。我真的不擅长短期评级(我最近的暴发户文章就证明了这一点)。我不知道奥密克戎变体会对我们的经济产生什么影响,美联储未来的货币政策会是什么,以及这种抛售最终会走多远。当本文发表时,抛售可能已经逆转。或者情况可能会变得更糟。我就是不知道。</blockquote></p><p> What I do know is that there are companies in the public markets with exceptional business fundamentals that <b>will do very well regardless of the macro environment</b>. These are businesses with high growth rates, high margins, and long runways of growth. They also have high valuation multiples which lead to increased risk and high volatility. Taking advantage of that volatility is a great way to increase your returns. Here are some stocks that I consider buying right now:</p><p><blockquote>我所知道的是,公开市场上有些公司拥有卓越的商业基本面<b>无论宏观环境如何,都会做得很好</b>这些业务具有高增长率、高利润率和长增长跑道。它们还具有高估值倍数,导致风险增加和高波动性。利用这种波动性是增加回报的好方法。以下是我现在考虑购买的一些股票:</blockquote></p><p> <b>Upstart</b></p><p><blockquote><b>暴发户</b></blockquote></p><p> Let's start with the one I originally wanted to write about: To summarize shortly, I think that if you liked Upstart at $390, you should like it much more at $180. The earnings release for Q3 2021 was not as bad as the market's reaction might suggest. Yes, expectations were lofty based on an exceptional Q2 report, and yes, these expectations were not entirely met in Q3. But that does not mean that the fundamental picture has deteriorated. What the wild price swings of the past prove, and I have written about in the past, is that this young company is difficult to value. Growth is high, but also hard to predict. And while the disruption of the FICO score through AI technology is enticing and seems inevitable, Upstart's role in that story is not set in stone.</p><p><blockquote>让我们从我最初想写的开始:简单总结一下,我认为如果你喜欢390美元的Upstart,你应该更喜欢180美元的它。2021 年第三季度的财报发布并不像市场反应所暗示的那么糟糕。是的,基于出色的第二季度报告,人们的期望很高,是的,这些期望在第三季度并没有完全得到满足。但这并不意味着基本面已经恶化。过去价格的剧烈波动证明,我过去也写过,这家年轻的公司很难估值。增长很高,但也很难预测。虽然通过人工智能技术破坏 FICO 分数很诱人,而且似乎是不可避免的,但 Upstart 在这个故事中的角色并非一成不变。</blockquote></p><p> Let's look at some numbers:</p><p><blockquote>让我们看一些数字:</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7b085c5134a9e376f177da8f5fa2674e\" tg-width=\"640\" tg-height=\"309\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b826680751b139c569c90d0d3be483cf\" tg-width=\"640\" tg-height=\"163\" width=\"100%\" height=\"auto\"><span>Source: Author</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源:作者</span></p></blockquote></p><p> As you can see, revenue growth is still explosive, and with a normal beat should accelerate again into Q4 on a sequential basis. And while most key performance indicators (loans transacted, conversion rate, percentage of automated loans) together with margins all decelerated or went down slightly, I don't think that this means the fundamentals have changed with this company. There were many details mentioned in the earnings call that I won't discuss in this article format. But the key takeaway for me was that management seemed very upbeat about the future of the company.</p><p><blockquote>正如您所看到的,收入增长仍然是爆炸性的,在正常情况下,收入增长应该会再次加速到第四季度。虽然大多数关键绩效指标(交易贷款、转化率、自动化贷款百分比)以及利润率都有所减速或略有下降,但我认为这并不意味着这家公司的基本面已经发生了变化。收益看涨期权中提到了许多细节,我不会以本文的形式讨论。但对我来说,关键的收获是管理层似乎对公司的未来非常乐观。</blockquote></p><p> I think there are two key mistakes that investors should avoid here:</p><p><blockquote>我认为投资者应该避免两个关键错误:</blockquote></p><p></p><p> <ol> <li>Let the disappointment of a \"not-so-blowout\" quarter and a devastating price action make you blind to this investment opportunity. This was still a very good quarter and now that the shares have fallen off a cliff the stock is much more attractive.</li> <li>Do not look at Upstart through the lens of SaaS businesses. As I wrote in May:<i>Upstart might be a high-promising cloud software company but it does not have a SaaS business model. There is</i> <i><b>no recurring revenue</b></i> <i>to fall back on in tough times, no sticky subscription customers, no backlog, no land and expand. Every quarter Upstart has to sell new loans, and revenue basically starts from zero.</i></li> </ol> Upstart's financials are lumpier and less reliable and as a result, the company deserves much more investor attention and a lower valuation multiple than high growth companies with recurring revenues. However, if growth stays very high, it could more than make up for that fact. Currently, the company is trading at a 17.76 forward EV/S, which I think is a relative bargain for a company with this growth and margin profile.</p><p><blockquote><ol><li>让“不那么井喷”的季度的失望和毁灭性的价格走势让你对这个投资机会视而不见。这仍然是一个非常好的季度,现在股价已经跌下悬崖,该股更具吸引力。</li><li>不要通过SaaS业务的视角来看待新贵。正如我在五月份写的:<i>Upstart可能是一家很有前途的云软件公司,但它没有SaaS商业模式。有</i> <i><b>无经常性收入</b></i> <i>在困难时期可以依靠,没有粘性订阅客户,没有积压,没有土地和扩张。每个季度Upstart都要出售新贷款,收入基本从零开始。</i></li></ol>Upstart 的财务状况更加不稳定且不太可靠,因此,与具有经常性收入的高增长公司相比,该公司值得更多的投资者关注和更低的估值倍数。然而,如果增长保持非常高,它可以弥补这一事实。目前,该公司的远期 EV/S 交易价格为 17.76,我认为对于一家具有这种增长和利润率的公司来说,这是一个相对便宜的价格。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15592919228dec8ee2403898d69ef228\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> <b>Zscaler</b></p><p><blockquote><b>缩放器</b></blockquote></p><p> Sometimes the market gives you a gift that you should not refuse. This is what happened with Zscaler (ZS) yesterday. The stock initially was up in the postmarket after the company reported another blow-out quarter on Tuesday. But on Wednesday it all didn't matter anymore and thanks to the little correction, sector rotation, or whatever you want to call it, the stock actually went <b>down by more than 8%</b>. This is really a time when you want to buy: You just got confirmation that your company is doing incredibly well with growth accelerating and the stock sells off for macro concerns. The stock is definitely not cheap at a forward EV/S of 43.51 and, of course, this \"pull-back\" is laughable (<i>\"oh my god, the stock is back to where it was...one month ago\"</i>).</p><p><blockquote>有时候市场给了你一份你不应该拒绝的礼物。这就是昨天Zscaler(ZS)发生的事情。在该公司周二公布另一个井喷季度后,该股最初在后市上涨。但到了周三,一切都不再重要了,由于小幅调整、板块轮动或任何你想看涨期权的东西,该股实际上上涨了<b>下降8%以上</b>. 这确实是你想买入的时候:你刚刚得到确认,你的公司在增长加速的情况下表现非常好,而股票因宏观担忧而遭到抛售。该股的远期 EV/S 为 43.51,绝对不便宜,当然,这种“回调”是可笑的(<i>“天哪,股票又回到了……一个月前”</i>).</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e79ff3fce3101896f17b65ced143c037\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> But I like to own companies that are doing exceptional things and I don't mind paying up for them, especially in a turbulent market.</p><p><blockquote>但我喜欢拥有那些做着非凡事情的公司,我不介意为此付费,尤其是在动荡的市场中。</blockquote></p><p> How exceptional is Zscaler? Just look at those revenue growth numbers:</p><p><blockquote>Zscaler有多出色?看看这些收入增长数据就知道了:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3def4410c8c903a03041a2cd51b36979\" tg-width=\"640\" tg-height=\"386\" width=\"100%\" height=\"auto\"><span>Source: Author.</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源:作者。</span></p></blockquote></p><p> I thought in May that growth acceleration might end soon, but it has continued to accelerate in Q1 2022. If the company beats its guidance in Q2 in a similar fashion to the past (usually more than 5%), it should accelerate year-on-year growth again in Q2 (or at least maintain the current 60%+ growth rate). On top of that, this quarter saw <b>RPO growing 98%, a dollar-based net retention rate of 125%, and FCF margins of 36%</b>. In other words, this business is firing on all cylinders. If you don't know what Zscaler does,read my article from December 2018 – the stock is up 710% since then, and I think it can go even higher.</p><p><blockquote>我在五月份认为增长加速可能很快就会结束,但它在 2022 年第一季度继续加速。如果该公司在Q2以与过去类似的方式超出指引(通常超过5%),那么它应该会在Q2再次加速同比增长(或至少保持目前60%+的增长率)。最重要的是,本季度看到<b>RPO 增长 98%,以美元计算的净保留率为 125%,自由现金流利润率为 36%</b>换句话说,这项业务正在全力以赴。如果你不知道Zscaler是做什么的,请阅读我2018年12月的文章——从那时起,该股已经上涨了710%,我认为它还可以更高。</blockquote></p><p> <b>Monday.com</b></p><p><blockquote><b>星期一网</b></blockquote></p><p> Monday.com (MNDY) is a company that is a relatively new stock in the public markets (it IPOed in June this year) and a completely new stock in my portfolio (I just bought my first position). In a nutshell, the reason why I bought Monday.com is their hyper-growth and rapidly improving profitability. Just look at these two slides from the most recent earnings call presentation:</p><p><blockquote>Monday.com (MNDY) 是一家在公开市场上相对较新的股票(它于今年 6 月首次公开募股),也是我投资组合中的一只全新股票(我刚刚购买了我的第一个头寸)。简而言之,我购买 Monday.com 的原因是他们的高速增长和快速提高的盈利能力。只需看看看涨期权最新财报演示文稿中的这两张幻灯片即可:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5b07658237c02685eb3d049a537ba61\" tg-width=\"640\" tg-height=\"727\" width=\"100%\" height=\"auto\"><span>Source: Earnings call presentation Q3 2021.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:2021 年第三季度看涨期权收益演示。</span></p></blockquote></p><p> Revenue was <b>up 95%</b>(up from 94% in the last quarter). This is quite astounding growth which indicates that this company is winning in the market (but also consider that the company is at a small annual revenue run rate, which makes it a bit easier). The number of enterprise customerswith more than $50K ARRwas <b>up 231%</b>(at 613, up from 185 a year ago). Monday was also <b>cash flow positive</b> for the first time this quarter.</p><p><blockquote>收入为<b>上升95%</b>(高于上一季度的 94%)。这是一个相当惊人的增长,表明这家公司正在市场上获胜(但也考虑到该公司的年收入运行速度很小,这使得它变得更容易)。资产超过 50,000 美元的企业客户数量为<b>上涨231%</b>(613,高于一年前的185)。星期一也是<b>现金流量为正</b>本季度第一次。</blockquote></p><p> On top of that, it is also cheap relative to other cloud stocks:</p><p><blockquote>最重要的是,相对于其他云股票,它也很便宜:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80e6afbf54bdde4ad31dd3aaa06d0073\" tg-width=\"640\" tg-height=\"368\" width=\"100%\" height=\"auto\"><span>Source: Clouded Judgement 11.26.21.</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源:模糊判断11.26.21。</span></p></blockquote></p><p></p><p> The company currently has a TTM EV/S of 57, and a 2022 EV/S of 38.7, based on analysts' expectation of 47% growth in 2022. That seems rich but not terribly so relative to other cloud names. The growth expectation of 47% in 2022, however, seems quite low if you consider the current growth of 95% year-on-year and 17% sequentially, plus the current momentum in larger customers. Actually, anything below 70% growth in FY 2022 would come as a surprise to me, and then we are looking at a maximum forward EV/S of 33.</p><p><blockquote>根据分析师对 2022 年增长 47% 的预期,该公司目前的 TTM EV/S 为 57,2022 年 EV/S 为 38.7。这看起来很丰富,但相对于其他云名称来说并不那么可怕。然而,如果考虑到目前 95% 的同比增长率和 17% 的环比增长率,再加上目前大客户的势头,2022 年 47% 的增长预期似乎相当低。事实上,2022 财年任何低于 70% 的增长都会让我感到惊讶,然后我们预计最大远期电动汽车/S 将达到 33。</blockquote></p><p> The big question going forward – in terms of if Monday.com will be a good long-term investment – is to which extent Monday.com can maintain its high growth rate beyond FY 2022. Here I do have some doubts still. The company is operating in a very dynamic and competitive field and I am not yet sure where Monday differentiates itself meaningfully from companies like Asana (ASAN) or Atlassian (TEAM). Still, the market for cloud-based work management solutions is big and there can be many winners in the space. For the moment I'm happy to follow the numbers (which look fantastic) and hope that the relatively cheap valuation will result in substantial alpha and is not an indication of a lower quality company.</p><p><blockquote>未来的大问题——就 Monday.com 是否会是一项良好的长期投资而言——是 Monday.com 在 2022 财年之后能在多大程度上保持其高增长率。在这里我仍然有一些疑问。该公司在一个非常动态和竞争激烈的领域运营,我还不确定 Monday 与 Asana (ASAN) 或 Atlassian (TEAM) 等公司有何有意义的区别。尽管如此,基于云的工作管理解决方案的市场仍然很大,该领域可能会有许多赢家。目前,我很高兴遵循这些数字(看起来棒极了),并希望相对便宜的估值将带来可观的阿尔法,而不是一家质量较低的公司的迹象。</blockquote></p><p> <b>Closing Thoughts And Honorary Mentions</b></p><p><blockquote><b>结束语和荣誉奖</b></blockquote></p><p> On days like these, there are many companies worth considering. For example, I haven't mentioned Datadog (DDOG) which reported another fantastic quarter at the beginning of November. Like Zscaler, this is also a company with accelerating growth that you can buy at a lower price than it was before it reported its blowout results.</p><p><blockquote>在这样的日子里,有很多公司值得考虑。例如,我没有提到 Datadog (DDOG),它在 11 月初报告了另一个出色的季度。与 Zscaler 一样,这也是一家增长加速的公司,您可以以比报告井喷业绩之前更低的价格购买。</blockquote></p><p> Remember that the stocks mentioned, even though they may look attractive from a relative perspective, are still very expensive in absolute terms and from a historical perspective. However, sustainable growth is a beautiful form of downside protection for investors and the best antidote to \"overvaluation\" that I know. If I learned one thing in the last four years investing in high-growth SaaS/cloud stocks, it is to stay invested in the companies that sustain (or preferably accelerate) their top-line growth and get out of the stocks that see slowdowns. That sounds terribly simplistic and of course, many other factors play a role in a stock's long-term gains, but revenue growth and its endurance have been the predominant factors in the past.</p><p><blockquote>请记住,提到的股票,尽管从相对角度来看可能很有吸引力,但从绝对角度和历史角度来看仍然非常昂贵。然而,可持续增长对投资者来说是一种美丽的下行保护形式,也是我所知道的“高估”的最佳解毒剂。如果说我在过去四年投资高增长SaaS/云股票中学到了一件事,那就是继续投资于维持(或最好是加速)营收增长的公司,并退出经济放缓的股票。这听起来非常简单,当然,许多其他因素都会影响股票的长期收益,但收入增长及其持久性一直是过去的主要因素。</blockquote></p><p> This pull-back is far from the worst I have seen in recent years. But it is still painful – and when it starts to hurt, it is usually a good time to buy some quality companies.</p><p><blockquote>这次回调远非我近年来见过的最糟糕的一次。但这仍然是痛苦的——当它开始受伤时,通常是购买一些优质公司的好时机。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 High Growth Stocks To Buy In The Pullback<blockquote>回调期间值得买入的 3 只高增长股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 High Growth Stocks To Buy In The Pullback<blockquote>回调期间值得买入的 3 只高增长股票</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\">2021-12-03 23:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Upstart has fallen more than 50% from its highs. But its last earnings report wasn't that bad. The story is still intact and shares have derisked considerably.</li> <li>Zscaler continues to impress with recent results showing accelerated growth again. The shares went up immediately after the report but reversed down in the general wash out.</li> <li>Monday.com is a fairly new company and it also got hit by the market. Its high growth profile, rapidly improving profitability, and reasonable valuation makes it an interesting stock pick.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2aac50f1e4e4115b0d38a5ec6c15c267\" tg-width=\"1536\" tg-height=\"1139\" width=\"100%\" height=\"auto\"><span>Galeanu Mihai/iStock via Getty Images</span></p><p><blockquote><ul><li>Upstart 已从高点下跌超过 50%。但它的上一份收益报告并没有那么糟糕。故事仍然完好无损,股价已大幅降低风险。</li><li>Zscaler 继续给人留下深刻印象,最近的结果再次显示加速增长。报告发布后,该股立即上涨,但在普遍洗盘中回落。</li><li>Monday.com 是一家相当新的公司,它也受到了市场的打击。其高增长形势、快速提高的盈利能力和合理的估值使其成为一个有趣的股票选择。</li></ul><p class=\"t-img-caption\"><span>Galeanu Mihai/iStock 来自 Getty Images</span></p></blockquote></p><p> I started writing this article one week ago with the goal to review Upstart's recent quarterly results. Since in my last article, I argued that Upstart (UPST) might still be an attractive buying opportunity at $390 a share, I wanted to check on the company (currently trading around $180 –<i>yikes!</i>).</p><p><blockquote>我一周前开始写这篇文章,目的是回顾一下 Upstart 最近的季度业绩。由于在我的上一篇文章中,我认为 Upstart (UPST) 可能仍然是每股 390 美元的有吸引力的买入机会,因此我想了解一下该公司(目前交易价格约为 180 美元 –<i>呀!</i>).</blockquote></p><p> However, the recent market sell-off, especially in high-growth names, made me reconsider the direction of the article. I think it is much more interesting right now to write about some high-growth names in my portfolio that I am considering adding during this little downturn.</p><p><blockquote>然而,最近的市场抛售,尤其是高增长股票,让我重新考虑了文章的方向。我认为现在在我的投资组合中写下一些高增长的名字要有趣得多,我正在考虑在这次小小的低迷时期添加这些名字。</blockquote></p><p> A little caveat upfront, though. I am really bad at short-term calls (as evidenced by my recent Upstart article). I have no idea what the Omicron variant will do to our economy, what the Fed's monetary policy will be in the future and how far this sell-off will go eventually. By the time this article is published, the sell-off might already have reversed. Or it might have gotten much worse. I simply don't know.</p><p><blockquote>不过,先有一个小小的警告。我真的不擅长短期评级(我最近的暴发户文章就证明了这一点)。我不知道奥密克戎变体会对我们的经济产生什么影响,美联储未来的货币政策会是什么,以及这种抛售最终会走多远。当本文发表时,抛售可能已经逆转。或者情况可能会变得更糟。我就是不知道。</blockquote></p><p> What I do know is that there are companies in the public markets with exceptional business fundamentals that <b>will do very well regardless of the macro environment</b>. These are businesses with high growth rates, high margins, and long runways of growth. They also have high valuation multiples which lead to increased risk and high volatility. Taking advantage of that volatility is a great way to increase your returns. Here are some stocks that I consider buying right now:</p><p><blockquote>我所知道的是,公开市场上有些公司拥有卓越的商业基本面<b>无论宏观环境如何,都会做得很好</b>这些业务具有高增长率、高利润率和长增长跑道。它们还具有高估值倍数,导致风险增加和高波动性。利用这种波动性是增加回报的好方法。以下是我现在考虑购买的一些股票:</blockquote></p><p> <b>Upstart</b></p><p><blockquote><b>暴发户</b></blockquote></p><p> Let's start with the one I originally wanted to write about: To summarize shortly, I think that if you liked Upstart at $390, you should like it much more at $180. The earnings release for Q3 2021 was not as bad as the market's reaction might suggest. Yes, expectations were lofty based on an exceptional Q2 report, and yes, these expectations were not entirely met in Q3. But that does not mean that the fundamental picture has deteriorated. What the wild price swings of the past prove, and I have written about in the past, is that this young company is difficult to value. Growth is high, but also hard to predict. And while the disruption of the FICO score through AI technology is enticing and seems inevitable, Upstart's role in that story is not set in stone.</p><p><blockquote>让我们从我最初想写的开始:简单总结一下,我认为如果你喜欢390美元的Upstart,你应该更喜欢180美元的它。2021 年第三季度的财报发布并不像市场反应所暗示的那么糟糕。是的,基于出色的第二季度报告,人们的期望很高,是的,这些期望在第三季度并没有完全得到满足。但这并不意味着基本面已经恶化。过去价格的剧烈波动证明,我过去也写过,这家年轻的公司很难估值。增长很高,但也很难预测。虽然通过人工智能技术破坏 FICO 分数很诱人,而且似乎是不可避免的,但 Upstart 在这个故事中的角色并非一成不变。</blockquote></p><p> Let's look at some numbers:</p><p><blockquote>让我们看一些数字:</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7b085c5134a9e376f177da8f5fa2674e\" tg-width=\"640\" tg-height=\"309\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b826680751b139c569c90d0d3be483cf\" tg-width=\"640\" tg-height=\"163\" width=\"100%\" height=\"auto\"><span>Source: Author</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源:作者</span></p></blockquote></p><p> As you can see, revenue growth is still explosive, and with a normal beat should accelerate again into Q4 on a sequential basis. And while most key performance indicators (loans transacted, conversion rate, percentage of automated loans) together with margins all decelerated or went down slightly, I don't think that this means the fundamentals have changed with this company. There were many details mentioned in the earnings call that I won't discuss in this article format. But the key takeaway for me was that management seemed very upbeat about the future of the company.</p><p><blockquote>正如您所看到的,收入增长仍然是爆炸性的,在正常情况下,收入增长应该会再次加速到第四季度。虽然大多数关键绩效指标(交易贷款、转化率、自动化贷款百分比)以及利润率都有所减速或略有下降,但我认为这并不意味着这家公司的基本面已经发生了变化。收益看涨期权中提到了许多细节,我不会以本文的形式讨论。但对我来说,关键的收获是管理层似乎对公司的未来非常乐观。</blockquote></p><p> I think there are two key mistakes that investors should avoid here:</p><p><blockquote>我认为投资者应该避免两个关键错误:</blockquote></p><p></p><p> <ol> <li>Let the disappointment of a \"not-so-blowout\" quarter and a devastating price action make you blind to this investment opportunity. This was still a very good quarter and now that the shares have fallen off a cliff the stock is much more attractive.</li> <li>Do not look at Upstart through the lens of SaaS businesses. As I wrote in May:<i>Upstart might be a high-promising cloud software company but it does not have a SaaS business model. There is</i> <i><b>no recurring revenue</b></i> <i>to fall back on in tough times, no sticky subscription customers, no backlog, no land and expand. Every quarter Upstart has to sell new loans, and revenue basically starts from zero.</i></li> </ol> Upstart's financials are lumpier and less reliable and as a result, the company deserves much more investor attention and a lower valuation multiple than high growth companies with recurring revenues. However, if growth stays very high, it could more than make up for that fact. Currently, the company is trading at a 17.76 forward EV/S, which I think is a relative bargain for a company with this growth and margin profile.</p><p><blockquote><ol><li>让“不那么井喷”的季度的失望和毁灭性的价格走势让你对这个投资机会视而不见。这仍然是一个非常好的季度,现在股价已经跌下悬崖,该股更具吸引力。</li><li>不要通过SaaS业务的视角来看待新贵。正如我在五月份写的:<i>Upstart可能是一家很有前途的云软件公司,但它没有SaaS商业模式。有</i> <i><b>无经常性收入</b></i> <i>在困难时期可以依靠,没有粘性订阅客户,没有积压,没有土地和扩张。每个季度Upstart都要出售新贷款,收入基本从零开始。</i></li></ol>Upstart 的财务状况更加不稳定且不太可靠,因此,与具有经常性收入的高增长公司相比,该公司值得更多的投资者关注和更低的估值倍数。然而,如果增长保持非常高,它可以弥补这一事实。目前,该公司的远期 EV/S 交易价格为 17.76,我认为对于一家具有这种增长和利润率的公司来说,这是一个相对便宜的价格。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15592919228dec8ee2403898d69ef228\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> <b>Zscaler</b></p><p><blockquote><b>缩放器</b></blockquote></p><p> Sometimes the market gives you a gift that you should not refuse. This is what happened with Zscaler (ZS) yesterday. The stock initially was up in the postmarket after the company reported another blow-out quarter on Tuesday. But on Wednesday it all didn't matter anymore and thanks to the little correction, sector rotation, or whatever you want to call it, the stock actually went <b>down by more than 8%</b>. This is really a time when you want to buy: You just got confirmation that your company is doing incredibly well with growth accelerating and the stock sells off for macro concerns. The stock is definitely not cheap at a forward EV/S of 43.51 and, of course, this \"pull-back\" is laughable (<i>\"oh my god, the stock is back to where it was...one month ago\"</i>).</p><p><blockquote>有时候市场给了你一份你不应该拒绝的礼物。这就是昨天Zscaler(ZS)发生的事情。在该公司周二公布另一个井喷季度后,该股最初在后市上涨。但到了周三,一切都不再重要了,由于小幅调整、板块轮动或任何你想看涨期权的东西,该股实际上上涨了<b>下降8%以上</b>. 这确实是你想买入的时候:你刚刚得到确认,你的公司在增长加速的情况下表现非常好,而股票因宏观担忧而遭到抛售。该股的远期 EV/S 为 43.51,绝对不便宜,当然,这种“回调”是可笑的(<i>“天哪,股票又回到了……一个月前”</i>).</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e79ff3fce3101896f17b65ced143c037\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> But I like to own companies that are doing exceptional things and I don't mind paying up for them, especially in a turbulent market.</p><p><blockquote>但我喜欢拥有那些做着非凡事情的公司,我不介意为此付费,尤其是在动荡的市场中。</blockquote></p><p> How exceptional is Zscaler? Just look at those revenue growth numbers:</p><p><blockquote>Zscaler有多出色?看看这些收入增长数据就知道了:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3def4410c8c903a03041a2cd51b36979\" tg-width=\"640\" tg-height=\"386\" width=\"100%\" height=\"auto\"><span>Source: Author.</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源:作者。</span></p></blockquote></p><p> I thought in May that growth acceleration might end soon, but it has continued to accelerate in Q1 2022. If the company beats its guidance in Q2 in a similar fashion to the past (usually more than 5%), it should accelerate year-on-year growth again in Q2 (or at least maintain the current 60%+ growth rate). On top of that, this quarter saw <b>RPO growing 98%, a dollar-based net retention rate of 125%, and FCF margins of 36%</b>. In other words, this business is firing on all cylinders. If you don't know what Zscaler does,read my article from December 2018 – the stock is up 710% since then, and I think it can go even higher.</p><p><blockquote>我在五月份认为增长加速可能很快就会结束,但它在 2022 年第一季度继续加速。如果该公司在Q2以与过去类似的方式超出指引(通常超过5%),那么它应该会在Q2再次加速同比增长(或至少保持目前60%+的增长率)。最重要的是,本季度看到<b>RPO 增长 98%,以美元计算的净保留率为 125%,自由现金流利润率为 36%</b>换句话说,这项业务正在全力以赴。如果你不知道Zscaler是做什么的,请阅读我2018年12月的文章——从那时起,该股已经上涨了710%,我认为它还可以更高。</blockquote></p><p> <b>Monday.com</b></p><p><blockquote><b>星期一网</b></blockquote></p><p> Monday.com (MNDY) is a company that is a relatively new stock in the public markets (it IPOed in June this year) and a completely new stock in my portfolio (I just bought my first position). In a nutshell, the reason why I bought Monday.com is their hyper-growth and rapidly improving profitability. Just look at these two slides from the most recent earnings call presentation:</p><p><blockquote>Monday.com (MNDY) 是一家在公开市场上相对较新的股票(它于今年 6 月首次公开募股),也是我投资组合中的一只全新股票(我刚刚购买了我的第一个头寸)。简而言之,我购买 Monday.com 的原因是他们的高速增长和快速提高的盈利能力。只需看看看涨期权最新财报演示文稿中的这两张幻灯片即可:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5b07658237c02685eb3d049a537ba61\" tg-width=\"640\" tg-height=\"727\" width=\"100%\" height=\"auto\"><span>Source: Earnings call presentation Q3 2021.</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:2021 年第三季度看涨期权收益演示。</span></p></blockquote></p><p> Revenue was <b>up 95%</b>(up from 94% in the last quarter). This is quite astounding growth which indicates that this company is winning in the market (but also consider that the company is at a small annual revenue run rate, which makes it a bit easier). The number of enterprise customerswith more than $50K ARRwas <b>up 231%</b>(at 613, up from 185 a year ago). Monday was also <b>cash flow positive</b> for the first time this quarter.</p><p><blockquote>收入为<b>上升95%</b>(高于上一季度的 94%)。这是一个相当惊人的增长,表明这家公司正在市场上获胜(但也考虑到该公司的年收入运行速度很小,这使得它变得更容易)。资产超过 50,000 美元的企业客户数量为<b>上涨231%</b>(613,高于一年前的185)。星期一也是<b>现金流量为正</b>本季度第一次。</blockquote></p><p> On top of that, it is also cheap relative to other cloud stocks:</p><p><blockquote>最重要的是,相对于其他云股票,它也很便宜:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80e6afbf54bdde4ad31dd3aaa06d0073\" tg-width=\"640\" tg-height=\"368\" width=\"100%\" height=\"auto\"><span>Source: Clouded Judgement 11.26.21.</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源:模糊判断11.26.21。</span></p></blockquote></p><p></p><p> The company currently has a TTM EV/S of 57, and a 2022 EV/S of 38.7, based on analysts' expectation of 47% growth in 2022. That seems rich but not terribly so relative to other cloud names. The growth expectation of 47% in 2022, however, seems quite low if you consider the current growth of 95% year-on-year and 17% sequentially, plus the current momentum in larger customers. Actually, anything below 70% growth in FY 2022 would come as a surprise to me, and then we are looking at a maximum forward EV/S of 33.</p><p><blockquote>根据分析师对 2022 年增长 47% 的预期,该公司目前的 TTM EV/S 为 57,2022 年 EV/S 为 38.7。这看起来很丰富,但相对于其他云名称来说并不那么可怕。然而,如果考虑到目前 95% 的同比增长率和 17% 的环比增长率,再加上目前大客户的势头,2022 年 47% 的增长预期似乎相当低。事实上,2022 财年任何低于 70% 的增长都会让我感到惊讶,然后我们预计最大远期电动汽车/S 将达到 33。</blockquote></p><p> The big question going forward – in terms of if Monday.com will be a good long-term investment – is to which extent Monday.com can maintain its high growth rate beyond FY 2022. Here I do have some doubts still. The company is operating in a very dynamic and competitive field and I am not yet sure where Monday differentiates itself meaningfully from companies like Asana (ASAN) or Atlassian (TEAM). Still, the market for cloud-based work management solutions is big and there can be many winners in the space. For the moment I'm happy to follow the numbers (which look fantastic) and hope that the relatively cheap valuation will result in substantial alpha and is not an indication of a lower quality company.</p><p><blockquote>未来的大问题——就 Monday.com 是否会是一项良好的长期投资而言——是 Monday.com 在 2022 财年之后能在多大程度上保持其高增长率。在这里我仍然有一些疑问。该公司在一个非常动态和竞争激烈的领域运营,我还不确定 Monday 与 Asana (ASAN) 或 Atlassian (TEAM) 等公司有何有意义的区别。尽管如此,基于云的工作管理解决方案的市场仍然很大,该领域可能会有许多赢家。目前,我很高兴遵循这些数字(看起来棒极了),并希望相对便宜的估值将带来可观的阿尔法,而不是一家质量较低的公司的迹象。</blockquote></p><p> <b>Closing Thoughts And Honorary Mentions</b></p><p><blockquote><b>结束语和荣誉奖</b></blockquote></p><p> On days like these, there are many companies worth considering. For example, I haven't mentioned Datadog (DDOG) which reported another fantastic quarter at the beginning of November. Like Zscaler, this is also a company with accelerating growth that you can buy at a lower price than it was before it reported its blowout results.</p><p><blockquote>在这样的日子里,有很多公司值得考虑。例如,我没有提到 Datadog (DDOG),它在 11 月初报告了另一个出色的季度。与 Zscaler 一样,这也是一家增长加速的公司,您可以以比报告井喷业绩之前更低的价格购买。</blockquote></p><p> Remember that the stocks mentioned, even though they may look attractive from a relative perspective, are still very expensive in absolute terms and from a historical perspective. However, sustainable growth is a beautiful form of downside protection for investors and the best antidote to \"overvaluation\" that I know. If I learned one thing in the last four years investing in high-growth SaaS/cloud stocks, it is to stay invested in the companies that sustain (or preferably accelerate) their top-line growth and get out of the stocks that see slowdowns. That sounds terribly simplistic and of course, many other factors play a role in a stock's long-term gains, but revenue growth and its endurance have been the predominant factors in the past.</p><p><blockquote>请记住,提到的股票,尽管从相对角度来看可能很有吸引力,但从绝对角度和历史角度来看仍然非常昂贵。然而,可持续增长对投资者来说是一种美丽的下行保护形式,也是我所知道的“高估”的最佳解毒剂。如果说我在过去四年投资高增长SaaS/云股票中学到了一件事,那就是继续投资于维持(或最好是加速)营收增长的公司,并退出经济放缓的股票。这听起来非常简单,当然,许多其他因素都会影响股票的长期收益,但收入增长及其持久性一直是过去的主要因素。</blockquote></p><p> This pull-back is far from the worst I have seen in recent years. But it is still painful – and when it starts to hurt, it is usually a good time to buy some quality companies.</p><p><blockquote>这次回调远非我近年来见过的最糟糕的一次。但这仍然是痛苦的——当它开始受伤时,通常是购买一些优质公司的好时机。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4473014-3-high-growth-stocks-to-buy-in-the-pullback\">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":{"UPST":"Upstart Holdings, Inc.","ZS":"Zscaler Inc.","MNDY":"Monday.com Ltd."},"source_url":"https://seekingalpha.com/article/4473014-3-high-growth-stocks-to-buy-in-the-pullback","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115344844","content_text":"Summary\n\nUpstart has fallen more than 50% from its highs. But its last earnings report wasn't that bad. The story is still intact and shares have derisked considerably.\nZscaler continues to impress with recent results showing accelerated growth again. The shares went up immediately after the report but reversed down in the general wash out.\nMonday.com is a fairly new company and it also got hit by the market. Its high growth profile, rapidly improving profitability, and reasonable valuation makes it an interesting stock pick.\n\nGaleanu Mihai/iStock via Getty Images\nI started writing this article one week ago with the goal to review Upstart's recent quarterly results. Since in my last article, I argued that Upstart (UPST) might still be an attractive buying opportunity at $390 a share, I wanted to check on the company (currently trading around $180 –yikes!).\nHowever, the recent market sell-off, especially in high-growth names, made me reconsider the direction of the article. I think it is much more interesting right now to write about some high-growth names in my portfolio that I am considering adding during this little downturn.\nA little caveat upfront, though. I am really bad at short-term calls (as evidenced by my recent Upstart article). I have no idea what the Omicron variant will do to our economy, what the Fed's monetary policy will be in the future and how far this sell-off will go eventually. By the time this article is published, the sell-off might already have reversed. Or it might have gotten much worse. I simply don't know.\nWhat I do know is that there are companies in the public markets with exceptional business fundamentals that will do very well regardless of the macro environment. These are businesses with high growth rates, high margins, and long runways of growth. They also have high valuation multiples which lead to increased risk and high volatility. Taking advantage of that volatility is a great way to increase your returns. Here are some stocks that I consider buying right now:\nUpstart\nLet's start with the one I originally wanted to write about: To summarize shortly, I think that if you liked Upstart at $390, you should like it much more at $180. The earnings release for Q3 2021 was not as bad as the market's reaction might suggest. Yes, expectations were lofty based on an exceptional Q2 report, and yes, these expectations were not entirely met in Q3. But that does not mean that the fundamental picture has deteriorated. What the wild price swings of the past prove, and I have written about in the past, is that this young company is difficult to value. Growth is high, but also hard to predict. And while the disruption of the FICO score through AI technology is enticing and seems inevitable, Upstart's role in that story is not set in stone.\nLet's look at some numbers:\n\nSource: Author\nAs you can see, revenue growth is still explosive, and with a normal beat should accelerate again into Q4 on a sequential basis. And while most key performance indicators (loans transacted, conversion rate, percentage of automated loans) together with margins all decelerated or went down slightly, I don't think that this means the fundamentals have changed with this company. There were many details mentioned in the earnings call that I won't discuss in this article format. But the key takeaway for me was that management seemed very upbeat about the future of the company.\nI think there are two key mistakes that investors should avoid here:\n\nLet the disappointment of a \"not-so-blowout\" quarter and a devastating price action make you blind to this investment opportunity. This was still a very good quarter and now that the shares have fallen off a cliff the stock is much more attractive.\nDo not look at Upstart through the lens of SaaS businesses. As I wrote in May:Upstart might be a high-promising cloud software company but it does not have a SaaS business model. There is no recurring revenue to fall back on in tough times, no sticky subscription customers, no backlog, no land and expand. Every quarter Upstart has to sell new loans, and revenue basically starts from zero.\n\nUpstart's financials are lumpier and less reliable and as a result, the company deserves much more investor attention and a lower valuation multiple than high growth companies with recurring revenues. However, if growth stays very high, it could more than make up for that fact. Currently, the company is trading at a 17.76 forward EV/S, which I think is a relative bargain for a company with this growth and margin profile.\nData by YCharts\nZscaler\nSometimes the market gives you a gift that you should not refuse. This is what happened with Zscaler (ZS) yesterday. The stock initially was up in the postmarket after the company reported another blow-out quarter on Tuesday. But on Wednesday it all didn't matter anymore and thanks to the little correction, sector rotation, or whatever you want to call it, the stock actually went down by more than 8%. This is really a time when you want to buy: You just got confirmation that your company is doing incredibly well with growth accelerating and the stock sells off for macro concerns. The stock is definitely not cheap at a forward EV/S of 43.51 and, of course, this \"pull-back\" is laughable (\"oh my god, the stock is back to where it was...one month ago\").\nData by YCharts\nBut I like to own companies that are doing exceptional things and I don't mind paying up for them, especially in a turbulent market.\nHow exceptional is Zscaler? Just look at those revenue growth numbers:\nSource: Author.\nI thought in May that growth acceleration might end soon, but it has continued to accelerate in Q1 2022. If the company beats its guidance in Q2 in a similar fashion to the past (usually more than 5%), it should accelerate year-on-year growth again in Q2 (or at least maintain the current 60%+ growth rate). On top of that, this quarter saw RPO growing 98%, a dollar-based net retention rate of 125%, and FCF margins of 36%. In other words, this business is firing on all cylinders. If you don't know what Zscaler does,read my article from December 2018 – the stock is up 710% since then, and I think it can go even higher.\nMonday.com\nMonday.com (MNDY) is a company that is a relatively new stock in the public markets (it IPOed in June this year) and a completely new stock in my portfolio (I just bought my first position). In a nutshell, the reason why I bought Monday.com is their hyper-growth and rapidly improving profitability. Just look at these two slides from the most recent earnings call presentation:\nSource: Earnings call presentation Q3 2021.\nRevenue was up 95%(up from 94% in the last quarter). This is quite astounding growth which indicates that this company is winning in the market (but also consider that the company is at a small annual revenue run rate, which makes it a bit easier). The number of enterprise customerswith more than $50K ARRwas up 231%(at 613, up from 185 a year ago). Monday was also cash flow positive for the first time this quarter.\nOn top of that, it is also cheap relative to other cloud stocks:\nSource: Clouded Judgement 11.26.21.\nThe company currently has a TTM EV/S of 57, and a 2022 EV/S of 38.7, based on analysts' expectation of 47% growth in 2022. That seems rich but not terribly so relative to other cloud names. The growth expectation of 47% in 2022, however, seems quite low if you consider the current growth of 95% year-on-year and 17% sequentially, plus the current momentum in larger customers. Actually, anything below 70% growth in FY 2022 would come as a surprise to me, and then we are looking at a maximum forward EV/S of 33.\nThe big question going forward – in terms of if Monday.com will be a good long-term investment – is to which extent Monday.com can maintain its high growth rate beyond FY 2022. Here I do have some doubts still. The company is operating in a very dynamic and competitive field and I am not yet sure where Monday differentiates itself meaningfully from companies like Asana (ASAN) or Atlassian (TEAM). Still, the market for cloud-based work management solutions is big and there can be many winners in the space. For the moment I'm happy to follow the numbers (which look fantastic) and hope that the relatively cheap valuation will result in substantial alpha and is not an indication of a lower quality company.\nClosing Thoughts And Honorary Mentions\nOn days like these, there are many companies worth considering. For example, I haven't mentioned Datadog (DDOG) which reported another fantastic quarter at the beginning of November. Like Zscaler, this is also a company with accelerating growth that you can buy at a lower price than it was before it reported its blowout results.\nRemember that the stocks mentioned, even though they may look attractive from a relative perspective, are still very expensive in absolute terms and from a historical perspective. However, sustainable growth is a beautiful form of downside protection for investors and the best antidote to \"overvaluation\" that I know. If I learned one thing in the last four years investing in high-growth SaaS/cloud stocks, it is to stay invested in the companies that sustain (or preferably accelerate) their top-line growth and get out of the stocks that see slowdowns. That sounds terribly simplistic and of course, many other factors play a role in a stock's long-term gains, but revenue growth and its endurance have been the predominant factors in the past.\nThis pull-back is far from the worst I have seen in recent years. But it is still painful – and when it starts to hurt, it is usually a good time to buy some quality companies.","news_type":1,"symbols_score_info":{"MNDY":0.9,"UPST":0.9,"ZS":0.9}},"isVote":1,"tweetType":1,"viewCount":873,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608025567,"gmtCreate":1638583847505,"gmtModify":1638583848044,"author":{"id":"3586247634551228","authorId":"3586247634551228","name":"ken26ksh","avatar":"https://static.tigerbbs.com/64235ed64966a3645379f94c283bdef9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586247634551228","idStr":"3586247634551228"},"themes":[],"title":"","htmlText":"Awesome ","listText":"Awesome ","text":"Awesome","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/608025567","repostId":"1174181873","repostType":2,"repost":{"id":"1174181873","kind":"news","pubTimestamp":1638578178,"share":"https://www.laohunote.com/m/news/1174181873?lang=zh_CN&edition=full","pubTime":"2021-12-04 08:36","market":"us","language":"en","title":"US IPO Week Ahead: Digital banking and cloud infrastructure lead a 4 IPO week<blockquote>美国 IPO 周即将到来:数字银行和云基础设施引领 IPO 周 4</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1174181873","media":"renaissancecap...","summary":"The IPO market is expected to pick up in the week ahead with four IPOs scheduled to raise $3.7 billi","content":"<p>The IPO market is expected to pick up in the week ahead with four IPOs scheduled to raise $3.7 billion.</p><p><blockquote>IPO市场预计将在未来一周回暖,四次IPO计划筹集37亿美元。</blockquote></p><p> Buffett-backed <b>Nu Holdings</b>(NU) plans to raise $2.5 billion at a $41.1 billion market cap. Operating as Nubank, this Brazilian online-only bank was formed in 2013 to launch a no-fees credit card offering with a mobile-first customer experience, but has since expanded to offer various other financial products. Nu has grown rapidly since its inception, with a current base of nearly 50 million customers, though revenue per customer has been falling as its base grows.</p><p><blockquote>巴菲特支持<b>如控股</b>(NU) 计划以 411 亿美元的市值筹集 25 亿美元。这家巴西纯在线银行成立于 2013 年,名为 Nubank,旨在推出免费信用卡产品,提供移动优先的客户体验,但此后已扩展到提供各种其他金融产品。Nu自成立以来发展迅速,目前拥有近5000万客户群,但随着客户群的增长,每位客户的收入一直在下降。</blockquote></p><p> Cloud infrastructure platform <b>HashiCorp</b>(HCP) plans to raise $1.1 billion at a $14.0 billion market cap. This VC-backed company provides a suite of solutions that standardize and automate the provisioning, securing, connecting, and running of cloud infrastructure at scale. While it has demonstrated rapid growth and a sticky customer base, HashiCorp is highly unprofitable due to S&M spend.</p><p><blockquote>云基础设施平台<b>哈希公司</b>(HCP) 计划以 140 亿美元的市值筹集 11 亿美元。这家由风险投资支持的公司提供了一套解决方案,可以大规模标准化和自动化云基础设施的配置、保护、连接和运行。虽然 HashiCorp 表现出快速增长和粘性客户群,但由于 S&M 支出,HashiCorp 高度无利可图。</blockquote></p><p> Cannabis finance REIT <b>Chicago Atlantic Real Estate Finance</b>(REFI) plans to raise $106 million at a $296 million market cap. This newly-formed REIT is focused on originating, structuring, and investing in first mortgage loans and alternative structured financings secured by commercial real estate properties. Its current portfolio consists of senior loans to state-licensed operators in the cannabis industry.</p><p><blockquote>大麻金融房地产投资信托基金<b>芝加哥大西洋房地产金融</b>(REFI) 计划以 2.96 亿美元的市值筹集 1.06 亿美元。这个新成立的房地产投资信托基金专注于发起、构建和投资第一抵押贷款和由商业房地产担保的替代结构性融资。其目前的投资组合包括向大麻行业国家许可运营商提供的高级贷款。</blockquote></p><p> Canadian gold exploration company <b>Austin Gold</b>(AUST) plans to raise $15 million at a $64 million market cap. This Canadian gold exploration company currently has interests in four properties located in the state of Nevada, with just one property that it considers material at this time. Austin Gold has not generated any operating revenues to date.</p><p><blockquote>加拿大黄金勘探公司<b>奥斯汀黄金</b>(AUST) 计划以 6400 万美元的市值筹集 1500 万美元。这家加拿大黄金勘探公司目前在内华达州的四处矿产中拥有权益,目前只有一处矿产被认为是重要的。奥斯汀黄金公司迄今为止尚未产生任何营业收入。</blockquote></p><p></p>","source":"lsy1619493174116","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US IPO Week Ahead: Digital banking and cloud infrastructure lead a 4 IPO week<blockquote>美国 IPO 周即将到来:数字银行和云基础设施引领 IPO 周 4</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS IPO Week Ahead: Digital banking and cloud infrastructure lead a 4 IPO week<blockquote>美国 IPO 周即将到来:数字银行和云基础设施引领 IPO 周 4</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">renaissancecap...</strong><span class=\"h-time small\">2021-12-04 08:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The IPO market is expected to pick up in the week ahead with four IPOs scheduled to raise $3.7 billion.</p><p><blockquote>IPO市场预计将在未来一周回暖,四次IPO计划筹集37亿美元。</blockquote></p><p> Buffett-backed <b>Nu Holdings</b>(NU) plans to raise $2.5 billion at a $41.1 billion market cap. Operating as Nubank, this Brazilian online-only bank was formed in 2013 to launch a no-fees credit card offering with a mobile-first customer experience, but has since expanded to offer various other financial products. Nu has grown rapidly since its inception, with a current base of nearly 50 million customers, though revenue per customer has been falling as its base grows.</p><p><blockquote>巴菲特支持<b>如控股</b>(NU) 计划以 411 亿美元的市值筹集 25 亿美元。这家巴西纯在线银行成立于 2013 年,名为 Nubank,旨在推出免费信用卡产品,提供移动优先的客户体验,但此后已扩展到提供各种其他金融产品。Nu自成立以来发展迅速,目前拥有近5000万客户群,但随着客户群的增长,每位客户的收入一直在下降。</blockquote></p><p> Cloud infrastructure platform <b>HashiCorp</b>(HCP) plans to raise $1.1 billion at a $14.0 billion market cap. This VC-backed company provides a suite of solutions that standardize and automate the provisioning, securing, connecting, and running of cloud infrastructure at scale. While it has demonstrated rapid growth and a sticky customer base, HashiCorp is highly unprofitable due to S&M spend.</p><p><blockquote>云基础设施平台<b>哈希公司</b>(HCP) 计划以 140 亿美元的市值筹集 11 亿美元。这家由风险投资支持的公司提供了一套解决方案,可以大规模标准化和自动化云基础设施的配置、保护、连接和运行。虽然 HashiCorp 表现出快速增长和粘性客户群,但由于 S&M 支出,HashiCorp 高度无利可图。</blockquote></p><p> Cannabis finance REIT <b>Chicago Atlantic Real Estate Finance</b>(REFI) plans to raise $106 million at a $296 million market cap. This newly-formed REIT is focused on originating, structuring, and investing in first mortgage loans and alternative structured financings secured by commercial real estate properties. Its current portfolio consists of senior loans to state-licensed operators in the cannabis industry.</p><p><blockquote>大麻金融房地产投资信托基金<b>芝加哥大西洋房地产金融</b>(REFI) 计划以 2.96 亿美元的市值筹集 1.06 亿美元。这个新成立的房地产投资信托基金专注于发起、构建和投资第一抵押贷款和由商业房地产担保的替代结构性融资。其目前的投资组合包括向大麻行业国家许可运营商提供的高级贷款。</blockquote></p><p> Canadian gold exploration company <b>Austin Gold</b>(AUST) plans to raise $15 million at a $64 million market cap. This Canadian gold exploration company currently has interests in four properties located in the state of Nevada, with just one property that it considers material at this time. Austin Gold has not generated any operating revenues to date.</p><p><blockquote>加拿大黄金勘探公司<b>奥斯汀黄金</b>(AUST) 计划以 6400 万美元的市值筹集 1500 万美元。这家加拿大黄金勘探公司目前在内华达州的四处矿产中拥有权益,目前只有一处矿产被认为是重要的。奥斯汀黄金公司迄今为止尚未产生任何营业收入。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.renaissancecapital.com/IPO-Center/News/89235/US-IPO-Week-Ahead-Digital-banking-and-cloud-infrastructure-lead-a-4-IPO-wee\">renaissancecap...</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":{"REFI":"Chicago Atlantic Real Estate Finance, Inc.","NU":"Nu Holdings Ltd."},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/89235/US-IPO-Week-Ahead-Digital-banking-and-cloud-infrastructure-lead-a-4-IPO-wee","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174181873","content_text":"The IPO market is expected to pick up in the week ahead with four IPOs scheduled to raise $3.7 billion.\nBuffett-backed Nu Holdings(NU) plans to raise $2.5 billion at a $41.1 billion market cap. Operating as Nubank, this Brazilian online-only bank was formed in 2013 to launch a no-fees credit card offering with a mobile-first customer experience, but has since expanded to offer various other financial products. Nu has grown rapidly since its inception, with a current base of nearly 50 million customers, though revenue per customer has been falling as its base grows.\nCloud infrastructure platform HashiCorp(HCP) plans to raise $1.1 billion at a $14.0 billion market cap. This VC-backed company provides a suite of solutions that standardize and automate the provisioning, securing, connecting, and running of cloud infrastructure at scale. While it has demonstrated rapid growth and a sticky customer base, HashiCorp is highly unprofitable due to S&M spend.\nCannabis finance REIT Chicago Atlantic Real Estate Finance(REFI) plans to raise $106 million at a $296 million market cap. This newly-formed REIT is focused on originating, structuring, and investing in first mortgage loans and alternative structured financings secured by commercial real estate properties. Its current portfolio consists of senior loans to state-licensed operators in the cannabis industry.\nCanadian gold exploration company Austin Gold(AUST) plans to raise $15 million at a $64 million market cap. This Canadian gold exploration company currently has interests in four properties located in the state of Nevada, with just one property that it considers material at this time. Austin Gold has not generated any operating revenues to date.","news_type":1,"symbols_score_info":{"REFI":0.9,"NU":0.9,"HCP":0.9}},"isVote":1,"tweetType":1,"viewCount":961,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601924115,"gmtCreate":1638486274940,"gmtModify":1638486275470,"author":{"id":"3586247634551228","authorId":"3586247634551228","name":"ken26ksh","avatar":"https://static.tigerbbs.com/64235ed64966a3645379f94c283bdef9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586247634551228","idStr":"3586247634551228"},"themes":[],"title":"","htmlText":"Awesome news","listText":"Awesome news","text":"Awesome news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/601924115","repostId":"1144502876","repostType":4,"isVote":1,"tweetType":1,"viewCount":1369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603488295,"gmtCreate":1638439452397,"gmtModify":1638439890476,"author":{"id":"3586247634551228","authorId":"3586247634551228","name":"ken26ksh","avatar":"https://static.tigerbbs.com/64235ed64966a3645379f94c283bdef9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586247634551228","idStr":"3586247634551228"},"themes":[],"title":"","htmlText":"Awesome ","listText":"Awesome ","text":"Awesome","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/603488295","repostId":"1103115640","repostType":4,"repost":{"id":"1103115640","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":1638437956,"share":"https://www.laohunote.com/m/news/1103115640?lang=zh_CN&edition=full","pubTime":"2021-12-02 17:39","market":"us","language":"en","title":"EV stocks rallied in premarket trading<blockquote>电动汽车股在盘前交易中上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1103115640","media":"Tiger Newspress","summary":"EV stocks rallied in premarket trading.Tesla,Rivian,Nio,Xpeng Motors,Li Auto,Lucid,Fisker,Arrival,Ni","content":"<p>EV stocks rallied in premarket trading.Tesla,Rivian,Nio,Xpeng Motors,Li Auto,Lucid,Fisker,Arrival,Nikola,Canoo and Sono climbed between 1% and 3%.</p><p><blockquote>电动汽车股在盘前交易中上涨.特斯拉、Rivian、蔚来、小鹏汽车、理想汽车、Lucid、Fisker、Arrival、Nikola、Canoo 和 Sono 上涨 1% 至 3%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/797bd31f32b8eff4cb35c37dec996010\" tg-width=\"401\" tg-height=\"658\" referrerpolicy=\"no-referrer\"></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>EV stocks rallied in premarket trading<blockquote>电动汽车股在盘前交易中上涨</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV stocks rallied in premarket trading<blockquote>电动汽车股在盘前交易中上涨</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\">2021-12-02 17:39</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>EV stocks rallied in premarket trading.Tesla,Rivian,Nio,Xpeng Motors,Li Auto,Lucid,Fisker,Arrival,Nikola,Canoo and Sono climbed between 1% and 3%.</p><p><blockquote>电动汽车股在盘前交易中上涨.特斯拉、Rivian、蔚来、小鹏汽车、理想汽车、Lucid、Fisker、Arrival、Nikola、Canoo 和 Sono 上涨 1% 至 3%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/797bd31f32b8eff4cb35c37dec996010\" tg-width=\"401\" tg-height=\"658\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SEV":"Aptera Motors","NIO":"蔚来","RIVN":"Rivian Automotive, Inc.","XPEV":"小鹏集团","TSLA":"特斯拉","LCID":"Lucid Group Inc","LI":"理想汽车","FSR":"菲斯克"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103115640","content_text":"EV stocks rallied in premarket trading.Tesla,Rivian,Nio,Xpeng Motors,Li Auto,Lucid,Fisker,Arrival,Nikola,Canoo and Sono climbed between 1% and 3%.","news_type":1,"symbols_score_info":{"LCID":0.9,"SEV":0.9,"FSR":0.9,"TSLA":0.9,"LI":0.9,"ARVL":0.9,"NIO":0.9,"XPEV":0.9,"NKLA":0.9,"RIVN":0.9,"GOEV":0.9}},"isVote":1,"tweetType":1,"viewCount":894,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609549142,"gmtCreate":1638313404866,"gmtModify":1638313405391,"author":{"id":"3586247634551228","authorId":"3586247634551228","name":"ken26ksh","avatar":"https://static.tigerbbs.com/64235ed64966a3645379f94c283bdef9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586247634551228","idStr":"3586247634551228"},"themes":[],"title":"","htmlText":"Awesome ","listText":"Awesome ","text":"Awesome","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/609549142","repostId":"2187817235","repostType":4,"isVote":1,"tweetType":1,"viewCount":1021,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":183672110,"gmtCreate":1623331309730,"gmtModify":1634034516138,"author":{"id":"3586247634551228","authorId":"3586247634551228","name":"ken26ksh","avatar":"https://static.tigerbbs.com/64235ed64966a3645379f94c283bdef9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586247634551228","idStr":"3586247634551228"},"themes":[],"title":"","htmlText":"Sell puts and wait for expiry sure win! And it’s safe and min risk. Win big everyone 😃","listText":"Sell puts and wait for expiry sure win! And it’s safe and min risk. Win big everyone 😃","text":"Sell puts and wait for expiry sure win! And it’s safe and min risk. Win big everyone 😃","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":18,"repostSize":0,"link":"https://laohu8.com/post/183672110","repostId":"1141800952","repostType":4,"isVote":1,"tweetType":1,"viewCount":838,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":865898382,"gmtCreate":1632965479158,"gmtModify":1632965534113,"author":{"id":"3586247634551228","authorId":"3586247634551228","name":"ken26ksh","avatar":"https://static.tigerbbs.com/64235ed64966a3645379f94c283bdef9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586247634551228","idStr":"3586247634551228"},"themes":[],"title":"","htmlText":"Hope everyone wins big here, please like","listText":"Hope everyone wins big here, please like","text":"Hope everyone wins big here, please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/865898382","repostId":"2171300933","repostType":4,"isVote":1,"tweetType":1,"viewCount":785,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607884565,"gmtCreate":1639525330375,"gmtModify":1639525331841,"author":{"id":"3586247634551228","authorId":"3586247634551228","name":"ken26ksh","avatar":"https://static.tigerbbs.com/64235ed64966a3645379f94c283bdef9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586247634551228","idStr":"3586247634551228"},"themes":[],"title":"","htmlText":"Awesome , buy the dip and win big","listText":"Awesome , buy the dip and win big","text":"Awesome , buy the dip and win big","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/607884565","repostId":"2191784951","repostType":4,"isVote":1,"tweetType":1,"viewCount":3921,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604472981,"gmtCreate":1639442653543,"gmtModify":1639442654805,"author":{"id":"3586247634551228","authorId":"3586247634551228","name":"ken26ksh","avatar":"https://static.tigerbbs.com/64235ed64966a3645379f94c283bdef9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586247634551228","idStr":"3586247634551228"},"themes":[],"title":"","htmlText":"Awesome ","listText":"Awesome ","text":"Awesome","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/604472981","repostId":"2191984334","repostType":4,"isVote":1,"tweetType":1,"viewCount":4517,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":850210014,"gmtCreate":1634601514316,"gmtModify":1634601516164,"author":{"id":"3586247634551228","authorId":"3586247634551228","name":"ken26ksh","avatar":"https://static.tigerbbs.com/64235ed64966a3645379f94c283bdef9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586247634551228","idStr":"3586247634551228"},"themes":[],"title":"","htmlText":"Awesome , hope everyone wins big here 💪🏻","listText":"Awesome , hope everyone wins big here 💪🏻","text":"Awesome , hope everyone wins big here 💪🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/850210014","repostId":"2176120817","repostType":4,"isVote":1,"tweetType":1,"viewCount":721,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":824741405,"gmtCreate":1634359798028,"gmtModify":1634359799791,"author":{"id":"3586247634551228","authorId":"3586247634551228","name":"ken26ksh","avatar":"https://static.tigerbbs.com/64235ed64966a3645379f94c283bdef9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586247634551228","idStr":"3586247634551228"},"themes":[],"title":"","htmlText":"Awesome 👏🏼 ","listText":"Awesome 👏🏼 ","text":"Awesome 👏🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/824741405","repostId":"2175146556","repostType":4,"isVote":1,"tweetType":1,"viewCount":774,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828091594,"gmtCreate":1633817879082,"gmtModify":1633817879581,"author":{"id":"3586247634551228","authorId":"3586247634551228","name":"ken26ksh","avatar":"https://static.tigerbbs.com/64235ed64966a3645379f94c283bdef9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586247634551228","idStr":"3586247634551228"},"themes":[],"title":"","htmlText":"Still hope it doesn’t crash 🙏🏼","listText":"Still hope it doesn’t crash 🙏🏼","text":"Still hope it doesn’t crash 🙏🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/828091594","repostId":"1190298937","repostType":4,"repost":{"id":"1190298937","kind":"news","pubTimestamp":1633787347,"share":"https://www.laohunote.com/m/news/1190298937?lang=zh_CN&edition=full","pubTime":"2021-10-09 21:49","market":"us","language":"en","title":"Morgan Stanley is still calling for a 10%-20% crash — protect yourself this way<blockquote>摩根士丹利仍呼吁崩盘 10%-20%——这样保护自己</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1190298937","media":"finance.yahoo","summary":"Slowing growth and tightening financial conditions.\nThat makes Mike Wilson, Morgan Stanley’s chief i","content":"<p>Slowing growth and tightening financial conditions.</p><p><blockquote>增长放缓和金融环境收紧。</blockquote></p><p> That makes Mike Wilson, Morgan Stanley’s chief investment officer, nervous.</p><p><blockquote>这让摩根士丹利首席投资官迈克-威尔逊(Mike Wilson)感到紧张。</blockquote></p><p> “In short, higher real rates should mean lower equity prices,\" Wilson wrote last week in a note to clients. \"Secondarily, they may also mean value over growth even as the overall equity market goes lower.\"</p><p><blockquote>“威尔逊上周在给客户的一份说明中写道:”简而言之,较高的实际利率应该意味着较低的股价。“其次,即使整体股市走低,它们也可能意味着价值高于增长”。</blockquote></p><p> Wilson also said in a recent interview that the firm's call for a 10%-20% correction would be led by tech stocks as earnings estimates are too high.</p><p><blockquote>Wilson 在最近的一次采访中还表示,由于盈利预期过高,该公司 10%-20% 的调整看涨期权将由科技股引领。</blockquote></p><p> Within that context, Wilson advised investors to favor defensive sectors such as healthcare, consumer staples, and financials.</p><p><blockquote>在此背景下,威尔逊建议投资者青睐医疗保健、必需消费品和金融等防御性行业。</blockquote></p><p> Let's take a quick look at a few possible plays from those areas — one of them could be worth buying withyour spare change.</p><p><blockquote>让我们快速浏览一下这些领域的一些可能的游戏——其中一个可能值得用你的零钱购买。</blockquote></p><p> 1. Financials: Bank of America (BAC)</p><p><blockquote>1. 金融:美国银行(BAC)</blockquote></p><p> Over the last decade, Bank of America has streamlined and refined its business practices and operations to rise from one of the lowest rated banks in the country to the second-largest bank by assets (roughly $2.3 trillion in total assets). With assets of $3 trillion, JPMorgan Chase is the biggest.</p><p><blockquote>在过去十年中,美国银行简化和完善了其业务实践和运营,从美国评级最低的银行之一上升到资产第二大银行(总资产约 2.3 万亿美元)。摩根大通拥有3万亿美元的资产,是最大的。</blockquote></p><p> As the economy continues to recover from the pandemic and inflation continues to surge, interest rates are likely to rise, putting the bank is in a good position to continue its success. Banks benefit from higher rates through a wider \"spread\" — the difference in interest that they pay to customers and what they earn by investing.</p><p><blockquote>随着经济继续从疫情中复苏,通胀继续飙升,利率可能会上升,使央行处于继续取得成功的有利地位。银行通过更广泛的“利差”(即支付给客户的利息与投资收入之间的差额)从更高的利率中受益。</blockquote></p><p> And despite not quite hitting its earning mark last quarter, Bank of America delivered shareholders a dividend hike — upping its yield 17% from 18 cents to 21 cents per share. Currently, the shares offer a dividend yield of 1.9%.</p><p><blockquote>尽管上季度的盈利水平没有达到预期,但美国银行还是向股东提高了股息,将其收益率从每股 18 美分提高了 17%,达到 21 美分。目前,这些股票的股息率为 1.9%。</blockquote></p><p> 2. Consumer Staples: PepsiCo (PEP)</p><p><blockquote>2. 必需消费品:百事可乐(PEP)</blockquote></p><p> Pepsico is so much more than a major cola and soda brand. Most consumers will be aware that Mountain Dew and Gatorade fall under the Pepsico umbrella.</p><p><blockquote>百事可乐不仅仅是一个主要的可乐和汽水品牌。大多数消费者都会意识到激浪和佳得乐属于百事可乐的保护伞。</blockquote></p><p> But this food and beverage juggernaut also owns Frito-Lay, Quaker Foods, Tropicana, SodaStream and dozens of other brands across the world.</p><p><blockquote>但这家食品和饮料巨头还拥有菲多利、桂格食品、纯果乐、SodaStream和全球数十个其他品牌。</blockquote></p><p> With everyone spending so much time at home, snack food consumption went way up during the pandemic — which was great news for Pepsi. In July, the company reported that net sales rose more than 20% year over year to $19.22 billion — nicely above expectations of $18 billion.</p><p><blockquote>由于每个人都花了这么多时间在家,疫情期间零食消费量大幅上升——这对百事可乐来说是个好消息。7 月份,该公司报告称净销售额同比增长超过 20%,达到 192.2 亿美元,远高于 180 亿美元的预期。</blockquote></p><p> And the company is passing on some of those sweet (or salty, depending on your taste) dollars to shareholders through healthy dividends, which have been steadily increasing over the years. Over the past ten years, Pepsico's dividend has grown at a compounded rate of 7.7% versus 6.1% from its main rival Coca-Cola.</p><p><blockquote>该公司正在通过健康的股息将一些甜蜜(或咸味,取决于你的口味)传递给股东,多年来股息一直在稳步增长。过去十年,百事可乐的股息复合增长率为 7.7%,而其主要竞争对手可口可乐的股息复合增长率为 6.1%。</blockquote></p><p> Pepsico shares offer a dividend yield of 2.8%.</p><p><blockquote>百事公司股票的股息率为 2.8%。</blockquote></p><p> 3. Health care: Johnson & Johnson (JNJ)</p><p><blockquote>3. 医疗保健:强生公司(JNJ)</blockquote></p><p> Between its business in medical devices, pharmaceuticals and consumer packaged goods, Johnson & Johnson has become a household name.</p><p><blockquote>在医疗器械、药品和消费品包装业务之间,强生已成为家喻户晓的名字。</blockquote></p><p> And more than that, its numerous subsidiaries including Band-Aid, Tylenol, Neutrogena, Listerine and Clean & Clear could stand on their own as successful brands.</p><p><blockquote>不仅如此,其众多子公司,包括创可贴、泰诺、露得清、李施德林和Clean & Clear,都可以独立成为成功的品牌。</blockquote></p><p> JNJ’s diverse holdings in the health care segment ensures it’s able to ride out any economic slumps. And with a handful of industry-leading drugs for immunology and cancer treatment under its Janssen Pharamceutica arm, there’s a good deal of growth opportunity for JNJ.</p><p><blockquote>强生在医疗保健领域的多元化控股确保了其能够度过任何经济衰退。强生制药公司旗下拥有少数行业领先的免疫学和癌症治疗药物,强生公司拥有大量的增长机会。</blockquote></p><p> The company’s Q2 results were buoyed by $12.59 billion in revenue from its COVID-19 shot over the year — with global sales of $164 million in the second quarter alone.</p><p><blockquote>该公司第二季度的业绩得益于全年 COVID-19 注射的 125.9 亿美元收入,仅第二季度的全球销售额就达到了 1.64 亿美元。</blockquote></p><p> JNJ shared its success with shareholders through a dividend of $1.06 in the third quarter, up from $1.01 six months before.</p><p><blockquote>JNJ 第三季度派发了 1.06 美元的股息,高于六个月前的 1.01 美元,与股东分享了其成功。</blockquote></p><p> The stock currently has a dividend yield of 2.7%.</p><p><blockquote>该股目前的股息率为2.7%。</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>Morgan Stanley is still calling for a 10%-20% crash — protect yourself this way<blockquote>摩根士丹利仍呼吁崩盘 10%-20%——这样保护自己</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\">\nMorgan Stanley is still calling for a 10%-20% crash — protect yourself this way<blockquote>摩根士丹利仍呼吁崩盘 10%-20%——这样保护自己</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\">2021-10-09 21:49</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Slowing growth and tightening financial conditions.</p><p><blockquote>增长放缓和金融环境收紧。</blockquote></p><p> That makes Mike Wilson, Morgan Stanley’s chief investment officer, nervous.</p><p><blockquote>这让摩根士丹利首席投资官迈克-威尔逊(Mike Wilson)感到紧张。</blockquote></p><p> “In short, higher real rates should mean lower equity prices,\" Wilson wrote last week in a note to clients. \"Secondarily, they may also mean value over growth even as the overall equity market goes lower.\"</p><p><blockquote>“威尔逊上周在给客户的一份说明中写道:”简而言之,较高的实际利率应该意味着较低的股价。“其次,即使整体股市走低,它们也可能意味着价值高于增长”。</blockquote></p><p> Wilson also said in a recent interview that the firm's call for a 10%-20% correction would be led by tech stocks as earnings estimates are too high.</p><p><blockquote>Wilson 在最近的一次采访中还表示,由于盈利预期过高,该公司 10%-20% 的调整看涨期权将由科技股引领。</blockquote></p><p> Within that context, Wilson advised investors to favor defensive sectors such as healthcare, consumer staples, and financials.</p><p><blockquote>在此背景下,威尔逊建议投资者青睐医疗保健、必需消费品和金融等防御性行业。</blockquote></p><p> Let's take a quick look at a few possible plays from those areas — one of them could be worth buying withyour spare change.</p><p><blockquote>让我们快速浏览一下这些领域的一些可能的游戏——其中一个可能值得用你的零钱购买。</blockquote></p><p> 1. Financials: Bank of America (BAC)</p><p><blockquote>1. 金融:美国银行(BAC)</blockquote></p><p> Over the last decade, Bank of America has streamlined and refined its business practices and operations to rise from one of the lowest rated banks in the country to the second-largest bank by assets (roughly $2.3 trillion in total assets). With assets of $3 trillion, JPMorgan Chase is the biggest.</p><p><blockquote>在过去十年中,美国银行简化和完善了其业务实践和运营,从美国评级最低的银行之一上升到资产第二大银行(总资产约 2.3 万亿美元)。摩根大通拥有3万亿美元的资产,是最大的。</blockquote></p><p> As the economy continues to recover from the pandemic and inflation continues to surge, interest rates are likely to rise, putting the bank is in a good position to continue its success. Banks benefit from higher rates through a wider \"spread\" — the difference in interest that they pay to customers and what they earn by investing.</p><p><blockquote>随着经济继续从疫情中复苏,通胀继续飙升,利率可能会上升,使央行处于继续取得成功的有利地位。银行通过更广泛的“利差”(即支付给客户的利息与投资收入之间的差额)从更高的利率中受益。</blockquote></p><p> And despite not quite hitting its earning mark last quarter, Bank of America delivered shareholders a dividend hike — upping its yield 17% from 18 cents to 21 cents per share. Currently, the shares offer a dividend yield of 1.9%.</p><p><blockquote>尽管上季度的盈利水平没有达到预期,但美国银行还是向股东提高了股息,将其收益率从每股 18 美分提高了 17%,达到 21 美分。目前,这些股票的股息率为 1.9%。</blockquote></p><p> 2. Consumer Staples: PepsiCo (PEP)</p><p><blockquote>2. 必需消费品:百事可乐(PEP)</blockquote></p><p> Pepsico is so much more than a major cola and soda brand. Most consumers will be aware that Mountain Dew and Gatorade fall under the Pepsico umbrella.</p><p><blockquote>百事可乐不仅仅是一个主要的可乐和汽水品牌。大多数消费者都会意识到激浪和佳得乐属于百事可乐的保护伞。</blockquote></p><p> But this food and beverage juggernaut also owns Frito-Lay, Quaker Foods, Tropicana, SodaStream and dozens of other brands across the world.</p><p><blockquote>但这家食品和饮料巨头还拥有菲多利、桂格食品、纯果乐、SodaStream和全球数十个其他品牌。</blockquote></p><p> With everyone spending so much time at home, snack food consumption went way up during the pandemic — which was great news for Pepsi. In July, the company reported that net sales rose more than 20% year over year to $19.22 billion — nicely above expectations of $18 billion.</p><p><blockquote>由于每个人都花了这么多时间在家,疫情期间零食消费量大幅上升——这对百事可乐来说是个好消息。7 月份,该公司报告称净销售额同比增长超过 20%,达到 192.2 亿美元,远高于 180 亿美元的预期。</blockquote></p><p> And the company is passing on some of those sweet (or salty, depending on your taste) dollars to shareholders through healthy dividends, which have been steadily increasing over the years. Over the past ten years, Pepsico's dividend has grown at a compounded rate of 7.7% versus 6.1% from its main rival Coca-Cola.</p><p><blockquote>该公司正在通过健康的股息将一些甜蜜(或咸味,取决于你的口味)传递给股东,多年来股息一直在稳步增长。过去十年,百事可乐的股息复合增长率为 7.7%,而其主要竞争对手可口可乐的股息复合增长率为 6.1%。</blockquote></p><p> Pepsico shares offer a dividend yield of 2.8%.</p><p><blockquote>百事公司股票的股息率为 2.8%。</blockquote></p><p> 3. Health care: Johnson & Johnson (JNJ)</p><p><blockquote>3. 医疗保健:强生公司(JNJ)</blockquote></p><p> Between its business in medical devices, pharmaceuticals and consumer packaged goods, Johnson & Johnson has become a household name.</p><p><blockquote>在医疗器械、药品和消费品包装业务之间,强生已成为家喻户晓的名字。</blockquote></p><p> And more than that, its numerous subsidiaries including Band-Aid, Tylenol, Neutrogena, Listerine and Clean & Clear could stand on their own as successful brands.</p><p><blockquote>不仅如此,其众多子公司,包括创可贴、泰诺、露得清、李施德林和Clean & Clear,都可以独立成为成功的品牌。</blockquote></p><p> JNJ’s diverse holdings in the health care segment ensures it’s able to ride out any economic slumps. And with a handful of industry-leading drugs for immunology and cancer treatment under its Janssen Pharamceutica arm, there’s a good deal of growth opportunity for JNJ.</p><p><blockquote>强生在医疗保健领域的多元化控股确保了其能够度过任何经济衰退。强生制药公司旗下拥有少数行业领先的免疫学和癌症治疗药物,强生公司拥有大量的增长机会。</blockquote></p><p> The company’s Q2 results were buoyed by $12.59 billion in revenue from its COVID-19 shot over the year — with global sales of $164 million in the second quarter alone.</p><p><blockquote>该公司第二季度的业绩得益于全年 COVID-19 注射的 125.9 亿美元收入,仅第二季度的全球销售额就达到了 1.64 亿美元。</blockquote></p><p> JNJ shared its success with shareholders through a dividend of $1.06 in the third quarter, up from $1.01 six months before.</p><p><blockquote>JNJ 第三季度派发了 1.06 美元的股息,高于六个月前的 1.01 美元,与股东分享了其成功。</blockquote></p><p> The stock currently has a dividend yield of 2.7%.</p><p><blockquote>该股目前的股息率为2.7%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://finance.yahoo.com/news/morgan-stanley-still-calling-10-120000250.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":{"BAC":"美国银行","JNJ":"强生","PEP":"百事可乐"},"source_url":"https://finance.yahoo.com/news/morgan-stanley-still-calling-10-120000250.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190298937","content_text":"Slowing growth and tightening financial conditions.\nThat makes Mike Wilson, Morgan Stanley’s chief investment officer, nervous.\n“In short, higher real rates should mean lower equity prices,\" Wilson wrote last week in a note to clients. \"Secondarily, they may also mean value over growth even as the overall equity market goes lower.\"\nWilson also said in a recent interview that the firm's call for a 10%-20% correction would be led by tech stocks as earnings estimates are too high.\nWithin that context, Wilson advised investors to favor defensive sectors such as healthcare, consumer staples, and financials.\nLet's take a quick look at a few possible plays from those areas — one of them could be worth buying withyour spare change.\n1. Financials: Bank of America (BAC)\nOver the last decade, Bank of America has streamlined and refined its business practices and operations to rise from one of the lowest rated banks in the country to the second-largest bank by assets (roughly $2.3 trillion in total assets). With assets of $3 trillion, JPMorgan Chase is the biggest.\nAs the economy continues to recover from the pandemic and inflation continues to surge, interest rates are likely to rise, putting the bank is in a good position to continue its success. Banks benefit from higher rates through a wider \"spread\" — the difference in interest that they pay to customers and what they earn by investing.\nAnd despite not quite hitting its earning mark last quarter, Bank of America delivered shareholders a dividend hike — upping its yield 17% from 18 cents to 21 cents per share. Currently, the shares offer a dividend yield of 1.9%.\n2. Consumer Staples: PepsiCo (PEP)\nPepsico is so much more than a major cola and soda brand. Most consumers will be aware that Mountain Dew and Gatorade fall under the Pepsico umbrella.\nBut this food and beverage juggernaut also owns Frito-Lay, Quaker Foods, Tropicana, SodaStream and dozens of other brands across the world.\nWith everyone spending so much time at home, snack food consumption went way up during the pandemic — which was great news for Pepsi. In July, the company reported that net sales rose more than 20% year over year to $19.22 billion — nicely above expectations of $18 billion.\nAnd the company is passing on some of those sweet (or salty, depending on your taste) dollars to shareholders through healthy dividends, which have been steadily increasing over the years. Over the past ten years, Pepsico's dividend has grown at a compounded rate of 7.7% versus 6.1% from its main rival Coca-Cola.\nPepsico shares offer a dividend yield of 2.8%.\n3. Health care: Johnson & Johnson (JNJ)\nBetween its business in medical devices, pharmaceuticals and consumer packaged goods, Johnson & Johnson has become a household name.\nAnd more than that, its numerous subsidiaries including Band-Aid, Tylenol, Neutrogena, Listerine and Clean & Clear could stand on their own as successful brands.\nJNJ’s diverse holdings in the health care segment ensures it’s able to ride out any economic slumps. And with a handful of industry-leading drugs for immunology and cancer treatment under its Janssen Pharamceutica arm, there’s a good deal of growth opportunity for JNJ.\nThe company’s Q2 results were buoyed by $12.59 billion in revenue from its COVID-19 shot over the year — with global sales of $164 million in the second quarter alone.\nJNJ shared its success with shareholders through a dividend of $1.06 in the third quarter, up from $1.01 six months before.\nThe stock currently has a dividend yield of 2.7%.","news_type":1,"symbols_score_info":{"BAC":0.9,"JNJ":0.9,"PEP":0.9}},"isVote":1,"tweetType":1,"viewCount":754,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":821517237,"gmtCreate":1633759622298,"gmtModify":1633759624022,"author":{"id":"3586247634551228","authorId":"3586247634551228","name":"ken26ksh","avatar":"https://static.tigerbbs.com/64235ed64966a3645379f94c283bdef9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586247634551228","idStr":"3586247634551228"},"themes":[],"title":"","htmlText":"Buy the dip and win big 💪🏻💪🏻💪🏻","listText":"Buy the dip and win big 💪🏻💪🏻💪🏻","text":"Buy the dip and win big 💪🏻💪🏻💪🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/821517237","repostId":"1100565546","repostType":4,"repost":{"id":"1100565546","kind":"news","pubTimestamp":1633734823,"share":"https://www.laohunote.com/m/news/1100565546?lang=zh_CN&edition=full","pubTime":"2021-10-09 07:13","market":"us","language":"en","title":"S&P 500 ends lower after U.S. September jobs miss<blockquote>美国 9 月份就业岗位未达预期后标普500收低</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1100565546","media":"Reuters","summary":" - The S&P 500 ended lower on Friday after data showed weaker jobs growth than expected in September, yet investors still expected the Federal Reserve to begin tapering asset purchases this year.Wall Street’s three main indexes were mixed for much of the session before losing ground toward the end. All three indexes posted weekly gains.Comcast Corp tumbled after Wells Fargo cut its price target on the media company, while Charter Communications Inc fell after Wells Fargo downgraded that cable op","content":"<p>(Reuters) - The S&P 500 ended lower on Friday after data showed weaker jobs growth than expected in September, yet investors still expected the Federal Reserve to begin tapering asset purchases this year.</p><p><blockquote>(路透社) - 标普500周五收低,此前数据显示9月就业增长弱于预期,但投资者仍预计美联储今年将开始缩减资产购买规模。</blockquote></p><p> Wall Street’s three main indexes were mixed for much of the session before losing ground toward the end. All three indexes posted weekly gains.</p><p><blockquote>华尔街三大股指在盘中的大部分时间里涨跌互现,但在接近尾声时有所回落。这三个指数均出现周涨幅。</blockquote></p><p> Comcast Corp tumbled after Wells Fargo cut its price target on the media company, while Charter Communications Inc fell after Wells Fargo downgraded that cable operator to “underweight” from “overweight”.</p><p><blockquote>康卡斯特公司(Comcast Corp)在富国银行(Wells Fargo)下调了该媒体公司的目标价后暴跌,而特许通信公司(Charter Communications Inc)在富国银行(Wells Fargo)将该有线电视运营商的评级从 “跑赢大盘 ”下调至 “跑输大盘 ”后暴跌。</blockquote></p><p> Both companies were among the biggest drags on the S&P 500 and Nasdaq.</p><p><blockquote>这两家公司都是标普500和纳斯达克最大的拖累之一。</blockquote></p><p> Real estate and utilities were the poorest performers among 11 S&P 500 sector indexes, down 1.1% and 0.7%, respectively.</p><p><blockquote>在11个标普500行业指数中,房地产和公用事业表现最差,分别下跌1.1%和0.7%。</blockquote></p><p> The S&P 500 energy sector index jumped 3.1%, with oil up more than 4% on the week as a global energy crunch has boosted prices to their highest since 2014.</p><p><blockquote>标普500能源行业指数上涨 3.1%,其中油价本周上涨超过 4%,原因是全球能源危机将油价推至 2014 年以来的最高水平。</blockquote></p><p> Chevron and Exxon Mobil rallied more than 2% and were among the companies giving the S&P 500 the greatest lift.</p><p><blockquote>雪佛龙和埃克森美孚股价上涨超过 2%,是对标普500提振最大的公司之一。</blockquote></p><p> The Labor Department’s nonfarm payrolls report showed the U.S. economy in September created the fewest jobs in nine months as hiring dropped at schools and some businesses were short of workers. The unemployment rate fell to 4.8% from 5.2% in August and average hourly earnings rose 0.6%, which was more than expected.</p><p><blockquote>美国劳工部的非农就业报告显示,9月份美国经济创造的就业岗位是九个月来最少的,原因是学校招聘人数下降,一些企业工人短缺。失业率从8月份的5.2%降至4.8%,平均时薪增长0.6%,超出预期。</blockquote></p><p> “I think that the Federal Reserve made it very clear that they don’t need a blockbuster jobs report to taper in November,” said Kathy Lien, Managing Director at BK Asset Management in New York. “I think the Fed remains on track.”</p><p><blockquote>“纽约 BK 资产管理公司董事总经理凯西-连(Kathy Lien)说:”我认为美联储已经非常明确地表示,他们不需要一份重磅就业报告就能在 11 月份缩减规模。“我认为美联储仍在正轨上。”</blockquote></p><p> Futures on the federal funds rate priced in a quarter-point tightening by the Federal Reserve by November or December next year.</p><p><blockquote>联邦基金利率期货定价为美联储明年 11 月或 12 月收紧 25 个基点。</blockquote></p><p> The Dow Jones Industrial Average dipped 0.03% to end at 34,746.25 points, while the S&P 500 lost 0.19% to 4,391.35.</p><p><blockquote>道琼斯工业平均指数下跌0.03%,收于34,746.25点,标普500指数下跌0.19%,至4,391.35点。</blockquote></p><p> The Nasdaq Composite dropped 0.51% to 14,579.54.</p><p><blockquote>纳斯达克综合指数下跌 0.51%,至 14,579.54 点。</blockquote></p><p> For the week, the S&P 500 rose 0.8%, the Dow added 1.2% and the Nasdaq gained 0.1%.</p><p><blockquote>本周,标普500指数上涨0.8%,道琼斯指数上涨1.2%,纳斯达克指数上涨0.1%。</blockquote></p><p> Third-quarter reporting season kicks off next week, with JPMorgan Chase and other big banks among the first to post results. Investors are focused on global supply chain problems and labor shortages.</p><p><blockquote>第三季度财报季将于下周拉开帷幕,摩根大通和其他大银行将率先发布业绩。投资者关注全球供应链问题和劳动力短缺。</blockquote></p><p> Analysts see Q3 U.S. earnings growth of 30%:</p><p><blockquote>分析师预计美国第三季度盈利增长 30%:</blockquote></p><p> Analysts on average expect S&P 500 earnings per share for the quarter to be up almost 30%, according to Refinitiv.</p><p><blockquote>路孚特表示,分析师平均预计标普500本季度每股收益将增长近 30%。</blockquote></p><p> “I think it’s going to be a dicey earnings season,” warned Liz Young, head of investment strategy at SoFi in New York. “If supply-chain issues are driving up costs, a company with strong pricing power can pass through those rising costs. But you can’t pass through a labor shortage if you can’t find workers to hire.”</p><p><blockquote>“纽约 SoFi 投资策略主管 Liz Young 警告说:”我认为这将是一个充满风险的财报季。“如果供应链问题推高了成本上升,那么一家拥有强大定价权的公司就可以转嫁这些不断上涨的成本。但如果你找不到工人来雇佣,你就无法转嫁劳动力短缺的问题。”</blockquote></p><p> Declining issues outnumbered advancing ones on the NYSE by a 1.24-to-1 ratio; on Nasdaq, a 1.52-to-1 ratio favored decliners.</p><p><blockquote>纽约证券交易所下跌发行量与上涨发行量的比例为 1.24 比 1;在纳斯达克,1.52 比 1 的比率有利于下跌者。</blockquote></p><p> The S&P 500 posted 26 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 86 new highs and 113 new lows.</p><p><blockquote>标普500创下 26 个 52 周新高和 3 个新低;纳斯达克综合指数创下86个新高和113个新低。</blockquote></p><p> Volume on U.S. exchanges was 9.2 billion shares, compared with the 11 billion average over the last 20 trading days.</p><p><blockquote>美国交易所的成交量为92亿股,而过去20个交易日的平均成交量为110亿股。</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>S&P 500 ends lower after U.S. September jobs miss<blockquote>美国 9 月份就业岗位未达预期后标普500收低</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nS&P 500 ends lower after U.S. September jobs miss<blockquote>美国 9 月份就业岗位未达预期后标普500收低</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-10-09 07:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Reuters) - The S&P 500 ended lower on Friday after data showed weaker jobs growth than expected in September, yet investors still expected the Federal Reserve to begin tapering asset purchases this year.</p><p><blockquote>(路透社) - 标普500周五收低,此前数据显示9月就业增长弱于预期,但投资者仍预计美联储今年将开始缩减资产购买规模。</blockquote></p><p> Wall Street’s three main indexes were mixed for much of the session before losing ground toward the end. All three indexes posted weekly gains.</p><p><blockquote>华尔街三大股指在盘中的大部分时间里涨跌互现,但在接近尾声时有所回落。这三个指数均出现周涨幅。</blockquote></p><p> Comcast Corp tumbled after Wells Fargo cut its price target on the media company, while Charter Communications Inc fell after Wells Fargo downgraded that cable operator to “underweight” from “overweight”.</p><p><blockquote>康卡斯特公司(Comcast Corp)在富国银行(Wells Fargo)下调了该媒体公司的目标价后暴跌,而特许通信公司(Charter Communications Inc)在富国银行(Wells Fargo)将该有线电视运营商的评级从 “跑赢大盘 ”下调至 “跑输大盘 ”后暴跌。</blockquote></p><p> Both companies were among the biggest drags on the S&P 500 and Nasdaq.</p><p><blockquote>这两家公司都是标普500和纳斯达克最大的拖累之一。</blockquote></p><p> Real estate and utilities were the poorest performers among 11 S&P 500 sector indexes, down 1.1% and 0.7%, respectively.</p><p><blockquote>在11个标普500行业指数中,房地产和公用事业表现最差,分别下跌1.1%和0.7%。</blockquote></p><p> The S&P 500 energy sector index jumped 3.1%, with oil up more than 4% on the week as a global energy crunch has boosted prices to their highest since 2014.</p><p><blockquote>标普500能源行业指数上涨 3.1%,其中油价本周上涨超过 4%,原因是全球能源危机将油价推至 2014 年以来的最高水平。</blockquote></p><p> Chevron and Exxon Mobil rallied more than 2% and were among the companies giving the S&P 500 the greatest lift.</p><p><blockquote>雪佛龙和埃克森美孚股价上涨超过 2%,是对标普500提振最大的公司之一。</blockquote></p><p> The Labor Department’s nonfarm payrolls report showed the U.S. economy in September created the fewest jobs in nine months as hiring dropped at schools and some businesses were short of workers. The unemployment rate fell to 4.8% from 5.2% in August and average hourly earnings rose 0.6%, which was more than expected.</p><p><blockquote>美国劳工部的非农就业报告显示,9月份美国经济创造的就业岗位是九个月来最少的,原因是学校招聘人数下降,一些企业工人短缺。失业率从8月份的5.2%降至4.8%,平均时薪增长0.6%,超出预期。</blockquote></p><p> “I think that the Federal Reserve made it very clear that they don’t need a blockbuster jobs report to taper in November,” said Kathy Lien, Managing Director at BK Asset Management in New York. “I think the Fed remains on track.”</p><p><blockquote>“纽约 BK 资产管理公司董事总经理凯西-连(Kathy Lien)说:”我认为美联储已经非常明确地表示,他们不需要一份重磅就业报告就能在 11 月份缩减规模。“我认为美联储仍在正轨上。”</blockquote></p><p> Futures on the federal funds rate priced in a quarter-point tightening by the Federal Reserve by November or December next year.</p><p><blockquote>联邦基金利率期货定价为美联储明年 11 月或 12 月收紧 25 个基点。</blockquote></p><p> The Dow Jones Industrial Average dipped 0.03% to end at 34,746.25 points, while the S&P 500 lost 0.19% to 4,391.35.</p><p><blockquote>道琼斯工业平均指数下跌0.03%,收于34,746.25点,标普500指数下跌0.19%,至4,391.35点。</blockquote></p><p> The Nasdaq Composite dropped 0.51% to 14,579.54.</p><p><blockquote>纳斯达克综合指数下跌 0.51%,至 14,579.54 点。</blockquote></p><p> For the week, the S&P 500 rose 0.8%, the Dow added 1.2% and the Nasdaq gained 0.1%.</p><p><blockquote>本周,标普500指数上涨0.8%,道琼斯指数上涨1.2%,纳斯达克指数上涨0.1%。</blockquote></p><p> Third-quarter reporting season kicks off next week, with JPMorgan Chase and other big banks among the first to post results. Investors are focused on global supply chain problems and labor shortages.</p><p><blockquote>第三季度财报季将于下周拉开帷幕,摩根大通和其他大银行将率先发布业绩。投资者关注全球供应链问题和劳动力短缺。</blockquote></p><p> Analysts see Q3 U.S. earnings growth of 30%:</p><p><blockquote>分析师预计美国第三季度盈利增长 30%:</blockquote></p><p> Analysts on average expect S&P 500 earnings per share for the quarter to be up almost 30%, according to Refinitiv.</p><p><blockquote>路孚特表示,分析师平均预计标普500本季度每股收益将增长近 30%。</blockquote></p><p> “I think it’s going to be a dicey earnings season,” warned Liz Young, head of investment strategy at SoFi in New York. “If supply-chain issues are driving up costs, a company with strong pricing power can pass through those rising costs. But you can’t pass through a labor shortage if you can’t find workers to hire.”</p><p><blockquote>“纽约 SoFi 投资策略主管 Liz Young 警告说:”我认为这将是一个充满风险的财报季。“如果供应链问题推高了成本上升,那么一家拥有强大定价权的公司就可以转嫁这些不断上涨的成本。但如果你找不到工人来雇佣,你就无法转嫁劳动力短缺的问题。”</blockquote></p><p> Declining issues outnumbered advancing ones on the NYSE by a 1.24-to-1 ratio; on Nasdaq, a 1.52-to-1 ratio favored decliners.</p><p><blockquote>纽约证券交易所下跌发行量与上涨发行量的比例为 1.24 比 1;在纳斯达克,1.52 比 1 的比率有利于下跌者。</blockquote></p><p> The S&P 500 posted 26 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 86 new highs and 113 new lows.</p><p><blockquote>标普500创下 26 个 52 周新高和 3 个新低;纳斯达克综合指数创下86个新高和113个新低。</blockquote></p><p> Volume on U.S. exchanges was 9.2 billion shares, compared with the 11 billion average over the last 20 trading days.</p><p><blockquote>美国交易所的成交量为92亿股,而过去20个交易日的平均成交量为110亿股。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-ends-lower-after-u-s-september-jobs-miss-idUSL1N2R42C9\">Reuters</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.reuters.com/article/usa-stocks/us-stocks-sp-500-ends-lower-after-u-s-september-jobs-miss-idUSL1N2R42C9","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100565546","content_text":"(Reuters) - The S&P 500 ended lower on Friday after data showed weaker jobs growth than expected in September, yet investors still expected the Federal Reserve to begin tapering asset purchases this year.\nWall Street’s three main indexes were mixed for much of the session before losing ground toward the end. All three indexes posted weekly gains.\nComcast Corp tumbled after Wells Fargo cut its price target on the media company, while Charter Communications Inc fell after Wells Fargo downgraded that cable operator to “underweight” from “overweight”.\nBoth companies were among the biggest drags on the S&P 500 and Nasdaq.\nReal estate and utilities were the poorest performers among 11 S&P 500 sector indexes, down 1.1% and 0.7%, respectively.\nThe S&P 500 energy sector index jumped 3.1%, with oil up more than 4% on the week as a global energy crunch has boosted prices to their highest since 2014.\nChevron and Exxon Mobil rallied more than 2% and were among the companies giving the S&P 500 the greatest lift.\nThe Labor Department’s nonfarm payrolls report showed the U.S. economy in September created the fewest jobs in nine months as hiring dropped at schools and some businesses were short of workers. The unemployment rate fell to 4.8% from 5.2% in August and average hourly earnings rose 0.6%, which was more than expected.\n“I think that the Federal Reserve made it very clear that they don’t need a blockbuster jobs report to taper in November,” said Kathy Lien, Managing Director at BK Asset Management in New York. “I think the Fed remains on track.”\nFutures on the federal funds rate priced in a quarter-point tightening by the Federal Reserve by November or December next year.\nThe Dow Jones Industrial Average dipped 0.03% to end at 34,746.25 points, while the S&P 500 lost 0.19% to 4,391.35.\nThe Nasdaq Composite dropped 0.51% to 14,579.54.\nFor the week, the S&P 500 rose 0.8%, the Dow added 1.2% and the Nasdaq gained 0.1%.\nThird-quarter reporting season kicks off next week, with JPMorgan Chase and other big banks among the first to post results. Investors are focused on global supply chain problems and labor shortages.\nAnalysts see Q3 U.S. earnings growth of 30%:\nAnalysts on average expect S&P 500 earnings per share for the quarter to be up almost 30%, according to Refinitiv.\n“I think it’s going to be a dicey earnings season,” warned Liz Young, head of investment strategy at SoFi in New York. “If supply-chain issues are driving up costs, a company with strong pricing power can pass through those rising costs. But you can’t pass through a labor shortage if you can’t find workers to hire.”\nDeclining issues outnumbered advancing ones on the NYSE by a 1.24-to-1 ratio; on Nasdaq, a 1.52-to-1 ratio favored decliners.\nThe S&P 500 posted 26 new 52-week highs and 3 new lows; the Nasdaq Composite recorded 86 new highs and 113 new lows.\nVolume on U.S. exchanges was 9.2 billion shares, compared with the 11 billion average over the last 20 trading days.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1022,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":179374126,"gmtCreate":1626489708865,"gmtModify":1631884321147,"author":{"id":"3586247634551228","authorId":"3586247634551228","name":"ken26ksh","avatar":"https://static.tigerbbs.com/64235ed64966a3645379f94c283bdef9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586247634551228","idStr":"3586247634551228"},"themes":[],"title":"","htmlText":"Hope everyone wins big from APPLE 💪🏻💪🏻💪🏻","listText":"Hope everyone wins big from APPLE 💪🏻💪🏻💪🏻","text":"Hope everyone wins big from APPLE 💪🏻💪🏻💪🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/179374126","repostId":"2152168594","repostType":4,"isVote":1,"tweetType":1,"viewCount":1129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":874029798,"gmtCreate":1637713489955,"gmtModify":1637713490447,"author":{"id":"3586247634551228","authorId":"3586247634551228","name":"ken26ksh","avatar":"https://static.tigerbbs.com/64235ed64966a3645379f94c283bdef9","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586247634551228","idStr":"3586247634551228"},"themes":[],"title":"","htmlText":"Buy the dip and win big 💪🏻","listText":"Buy the dip and win big 💪🏻","text":"Buy the dip and win big 💪🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/874029798","repostId":"2185336565","repostType":4,"isVote":1,"tweetType":1,"viewCount":809,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}