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2021-11-15

i see

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2021-11-12

$NikkoAM-STC Asia REIT(CFA.SI)$📈

2021-11-12

$TENCENT(00700)$🧧

2021-11-12

ok lor

抱歉，原内容已删除

2021-11-11

$XIAOMI-W(01810)$📈🧧

2021-11-10

$TENCENT(00700)$🤷🏻💁🏻‍♂️🤦🏻‍♂️

2021-11-10

$Apple(AAPL)$❤️

2021-11-10

ok lor

外媒头条：坏消息轮番砸盘！特斯拉市值蒸发1750亿美元

2021-11-10

sure

外媒头条：坏消息轮番砸盘！特斯拉市值蒸发1750亿美元

2021-11-09

$Apple(AAPL)$😌🤷🏻

2021-11-08

$Tesla Motors(TSLA)$💁🏻‍♂️🤷🏻

2021-11-08

ok

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2021-11-07

$NikkoAM-STC Asia REIT(CFA.SI)$🤦🏻‍♂️

2021-10-29

Great ariticle, would you like to share it?

@小虎活动:[Halloween Game] Trade or Treat!

2021-10-17

like

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2021-10-17

Like

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2021-06-28

📈📈

Palantir: The Mass Exodus<blockquote>Palantir：大规模外流</blockquote>

2021-06-27

https://www.laohu8.com/m/news/1137119316?lang=en_us&invite=V4NKEY

2021-06-26

https://www.laohu8.com/m/news/1119853713?lang=en_us&invite=V4NKEY

2021-06-24

great

Siemens Raises Profit Targets, Plans $3.6 Billion Share Buyback<blockquote>西门子提高利润目标，计划回购36亿美元股票</blockquote>

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lor","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847122698","repostId":"2182086102","repostType":2,"repost":{"id":"2182086102","kind":"highlight","pubTimestamp":1636493738,"share":"https://www.laohu8.com/m/news/2182086102?lang=zh_CN&edition=full","pubTime":"2021-11-10 05:35","market":"fut","language":"zh","title":"外媒头条：坏消息轮番砸盘！特斯拉市值蒸发1750亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2182086102","media":"新浪美股","summary":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、华尔街憧憬Brainard取代鲍威尔执掌美联储：利率有望维持低位更久\n\n\n2、美国PPI年创11年以来最大同比增幅 进一步刺激通胀忧虑\n\n\n3、通","content":"<p><b>全球财经媒体昨夜今晨共同关注的头条新闻主要有：</b></p>\n<blockquote>\n <b>1、华尔街憧憬Brainard取代鲍威尔执掌美联储：利率有望维持低位更久</b>\n</blockquote>\n<blockquote>\n <b>2、美国PPI年创11年以来最大同比增幅 进一步刺激通胀忧虑</b>\n</blockquote>\n<blockquote>\n <b>3、<a href=\"https://laohu8.com/S/GE\">通用电气</a>上演三家分晋 昔日傲视群雄的标志企业将成为历史</b>\n</blockquote>\n<blockquote>\n <b>4、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>市值蒸发1750亿美元 一连串坏消息轮番砸盘</b>\n</blockquote>\n<blockquote>\n <b>5、美国商务部长：将很快与英国和日本商谈钢铝关税问题</b>\n</blockquote>\n<blockquote>\n <b>6、库克：我个人持有数字加密货币 但<a href=\"https://laohu8.com/S/AAPL\">苹果</a>不会投资</b>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/b2dee08d19d7f1446d3b7853c64a93d1\" tg-width=\"550\" tg-height=\"362\" referrerpolicy=\"no-referrer\"></p>\n<p><b>华尔街憧憬Brainard取代鲍威尔执掌美联储：利率有望维持低位更久</b></p>\n<p>美联储理事Lael Brainard是杰罗姆·鲍威尔连任美联储主席的有力竞争对手，这一迄今为止最强烈的信号浮现以来华尔街掀起了热议，各大机构纷纷揣测如果总统乔·拜登果真宣布对她的提名，金融市场将会做何反应。</p>\n<p>媒体周一报道称，Brainard上周到白宫时接受了出任美联储主席一职的面试。现代史上悬而未决时间最长的一次提名已经令人不再笃定鲍威尔明年2月任期届满时可以再干四年，尽管此前外界一直认为他将再获提名。</p>\n<p>美国国债收益率在报道发布后下跌，市场普遍认为Brainard在货币政策上比鲍威尔更加鸽派，投资者对她是否会落实美联储最新的资产购买减码时间表，会否在加息上比当前预期更长时间按兵不动等前景存在不同看法。</p>\n<p>BMO策略师Ian Lyngen表示，任命Brainard对债券市场会更加利多。他说，这是因为她可能会将低利率水平维持更长时间，并在最终开始加息时不那么激进。</p>\n<p>“她一直被认为是拜登不提名鲍威尔连任情况下的‘替代者’，” 他在一份报告中写道，“话虽如此，可以肯定的是，任何比鲍威尔更受政府青睐的候选人都会更加鸽派，” 因此，在隔夜时段看到了5年期之类的中期国债领涨。</p>\n<p><img src=\"https://static.tigerbbs.com/8d7b3cb6a2a3675a81e8dbc89b905726\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\"></p>\n<p><b>美国PPI年创11年以来最大同比增幅 进一步刺激通胀忧虑</b></p>\n<p>受成本上涨推动，美国10月生产者价格指数（PPI）加速上升，进一步刺激了对通胀持续高企的担忧。</p>\n<p>美国劳工部周二公布的数据显示，PPI环比增长0.6%，同比增长8.6%，创2010年以来最大年增幅，符合经济学家预期。</p>\n<p>不包括波动较大的食品和能源，核心PPI增长0.4%，同比增长6.8%</p>\n<p>整体PPI的增长超过60%是由于商品成本升高，后者升1.2%，主要由于包括汽油在内的能源成本上涨所致。服务成本连续第二个月升幅温和，仅增长0.2%，反映出券商和投资咨询服务成本进一步回落。</p>\n<p>PPI报告凸显出物流瓶颈，材料短缺和劳动力成本上升如何推动近几个月来物价飙升。货运成本较9月创纪录上涨2.5%</p>\n<p>鉴于持续的供应链挑战预计将持续到2022年，生产者层面的持续价格上涨预示未来几个月消费物价将进一步走高。</p>\n<p><img src=\"https://static.tigerbbs.com/ae1353933e7226fb2cca1e0e30e12a46\" tg-width=\"550\" tg-height=\"350\" referrerpolicy=\"no-referrer\"></p>\n<p><b><a href=\"https://laohu8.com/S/GE\">通用电气</a>上演三家分晋 昔日傲视群雄的标志企业将成为历史</b></p>\n<p>由著名发明家托马斯·爱<a href=\"https://laohu8.com/S/00113\">迪生创建</a>的通用电气是美国标志性的制造集团，业务遍及众多行业，市值一度傲视全球。如今，该公司将进行万众瞩目的业务分拆，变成三家彼此独立的公司。</p>\n<p>通用电气周二表示，将在2023年初分拆GE医疗业务，并将GE可再生能源、GE发电和GE数字业务合并成一个能源实体，在2024年初分拆。该公司剩余部分将包括GE航空，即飞机发动机制造业务。</p>\n<p>“我们今天正在做的，是打造医疗、航空和能源领域的三大投资级全球领军企业，”通用电气首席执行官Larry Culp在接受采访时表示。“通用电气在这些市场领先了很长时间，今天我们正在为自己再领先一个世纪做准备。”</p>\n<p>该公司表示，预计将产生20亿美元的一次性开支和不到5亿美元的税务成本。</p>\n<p>这项全面分拆计划标志着一个时代的终结——在20世纪的大部分时间里，商界是大型企业集团的天下。但随着投资者重视业务深度甚于业务广度，多个大型多元化集团在过去一些年被分拆。</p>\n<p>要看看通用电气的衰败，一个指标就可以说明：20年前，它是全球最大的公司，市值达到4，010亿美元；5年前，它勉强保住前十的位置；而到本周一，仅在标普500指数中就有数十家公司的市值超过通用电气。</p>\n<p><img src=\"https://static.tigerbbs.com/91a3c9d2478268eeb16dd35ca5f40e46\" tg-width=\"550\" tg-height=\"292\" referrerpolicy=\"no-referrer\"></p>\n<p><b><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>市值蒸发1750亿美元 一连串坏消息轮番砸盘</b></p>\n<p>特斯拉市值蒸发近1750亿美元，迈向14个月来最大两日跌幅，一系列负面新闻的打击导致股价失去上行动能。</p>\n<p>从马斯克在社交媒体上发文是否该卖出10%特斯拉股票后，坏消息就开始接踵而至。先是披露文件显示马斯克的弟弟Kimbal在社交媒体用户投票前已经卖出部分股票，后来媒体报道，知名“大空头”Michael Burry表示，马斯克可能想通过卖股票来偿还个人债务。</p>\n<p>Burry暂时没有回复媒体关于其推文的求证，目前该条推文没有出现在他的社交媒体账号中。</p>\n<p>Tudor Pickering的分析师Matt Portillo表示，“从长线看，该股被严重高估”。他认为马斯克发起的投票给了投资者一个减仓的借口。</p>\n<p>特斯拉周二盘中最高下跌12%， 周一收盘跌4.8%。</p>\n<p><img src=\"https://static.tigerbbs.com/bf758581bb62b5b8d749f455aa8af281\" tg-width=\"550\" tg-height=\"321\" referrerpolicy=\"no-referrer\"></p>\n<p><b>美国商务部长：将很快与英国和日本商谈钢铝关税问题</b></p>\n<p>美国商务部长雷蒙多表示，美国预计会“很快”开始与英国和日本进行磋商，解决两国对钢铝关税的反对意见，同时解决方案必须保护美国的产业。雷蒙多本人计划在下周一访问日本时与日本官员讨论钢铁问题，这是她3月份上任以来首次出访亚洲。</p>\n<p>上月，美国与欧洲达成“停火”，取消了彼此的关税。雷蒙多表示，目前尚无法断言美国与日本距离解决该问题还有多远、是否可通过类似于欧洲的关税配额予以解决。</p>\n<p><img src=\"https://static.tigerbbs.com/72917ebdae2173769b75173d46a08b3b\" tg-width=\"550\" tg-height=\"279\" referrerpolicy=\"no-referrer\"></p>\n<p><b>库克：我个人持有数字加密货币 但<a href=\"https://laohu8.com/S/AAPL\">苹果</a>不会投资</b></p>\n<p>据报道，苹果CEO蒂姆·库克（Tim Cook）表示，他个人拥有数字加密货币，但苹果公司不会投资这项业务。</p>\n<p>库克在接受记者安德鲁·罗斯·索尔金（Andrew Ross Sorkin）采访时称：“我认为，将其（数字加密货币）作为多元化投资组合的一部分持有是合理的。顺便说一句，我不会给任何人提供投资建议。”</p>\n<p>库克表示，他对数字加密货币的兴趣已经有一段时间了，他也一直在研究相关内容。但库克同时强调，他的兴趣是出于“个人角度”，并驳斥了有关“苹果可能接受数字加密货币支付方式”的说法。此外，库克也排除了苹果用公司资金购买数字加密货币，作为投资的可能性。</p>","source":"sina_us","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>外媒头条：坏消息轮番砸盘！特斯拉市值蒸发1750亿美元</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n外媒头条：坏消息轮番砸盘！特斯拉市值蒸发1750亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-10 05:35 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2021-11-10/doc-iktzqtyu6389114.shtml><strong>新浪美股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、华尔街憧憬Brainard取代鲍威尔执掌美联储：利率有望维持低位更久\n\n\n2、美国PPI年创11年以来最大同比增幅 进一步刺激通胀忧虑\n\n\n3、通用电气上演三家分晋 昔日傲视群雄的标志企业将成为历史\n\n\n4、特斯拉市值蒸发1750亿美元 一连串坏消息轮番砸盘\n\n\n5、美国商务部长：将很快与英国和日本商谈钢铝关税问题\n\n\n6、库克：我个人持有数字...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-11-10/doc-iktzqtyu6389114.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{".SPX":"S&P 500 Index","TSLA":"特斯拉",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-11-10/doc-iktzqtyu6389114.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2182086102","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、华尔街憧憬Brainard取代鲍威尔执掌美联储：利率有望维持低位更久\n\n\n2、美国PPI年创11年以来最大同比增幅 进一步刺激通胀忧虑\n\n\n3、通用电气上演三家分晋 昔日傲视群雄的标志企业将成为历史\n\n\n4、特斯拉市值蒸发1750亿美元 一连串坏消息轮番砸盘\n\n\n5、美国商务部长：将很快与英国和日本商谈钢铝关税问题\n\n\n6、库克：我个人持有数字加密货币 但苹果不会投资\n\n\n华尔街憧憬Brainard取代鲍威尔执掌美联储：利率有望维持低位更久\n美联储理事Lael Brainard是杰罗姆·鲍威尔连任美联储主席的有力竞争对手，这一迄今为止最强烈的信号浮现以来华尔街掀起了热议，各大机构纷纷揣测如果总统乔·拜登果真宣布对她的提名，金融市场将会做何反应。\n媒体周一报道称，Brainard上周到白宫时接受了出任美联储主席一职的面试。现代史上悬而未决时间最长的一次提名已经令人不再笃定鲍威尔明年2月任期届满时可以再干四年，尽管此前外界一直认为他将再获提名。\n美国国债收益率在报道发布后下跌，市场普遍认为Brainard在货币政策上比鲍威尔更加鸽派，投资者对她是否会落实美联储最新的资产购买减码时间表，会否在加息上比当前预期更长时间按兵不动等前景存在不同看法。\nBMO策略师Ian Lyngen表示，任命Brainard对债券市场会更加利多。他说，这是因为她可能会将低利率水平维持更长时间，并在最终开始加息时不那么激进。\n“她一直被认为是拜登不提名鲍威尔连任情况下的‘替代者’，” 他在一份报告中写道，“话虽如此，可以肯定的是，任何比鲍威尔更受政府青睐的候选人都会更加鸽派，” 因此，在隔夜时段看到了5年期之类的中期国债领涨。\n\n美国PPI年创11年以来最大同比增幅 进一步刺激通胀忧虑\n受成本上涨推动，美国10月生产者价格指数（PPI）加速上升，进一步刺激了对通胀持续高企的担忧。\n美国劳工部周二公布的数据显示，PPI环比增长0.6%，同比增长8.6%，创2010年以来最大年增幅，符合经济学家预期。\n不包括波动较大的食品和能源，核心PPI增长0.4%，同比增长6.8%\n整体PPI的增长超过60%是由于商品成本升高，后者升1.2%，主要由于包括汽油在内的能源成本上涨所致。服务成本连续第二个月升幅温和，仅增长0.2%，反映出券商和投资咨询服务成本进一步回落。\nPPI报告凸显出物流瓶颈，材料短缺和劳动力成本上升如何推动近几个月来物价飙升。货运成本较9月创纪录上涨2.5%\n鉴于持续的供应链挑战预计将持续到2022年，生产者层面的持续价格上涨预示未来几个月消费物价将进一步走高。\n\n通用电气上演三家分晋 昔日傲视群雄的标志企业将成为历史\n由著名发明家托马斯·爱迪生创建的通用电气是美国标志性的制造集团，业务遍及众多行业，市值一度傲视全球。如今，该公司将进行万众瞩目的业务分拆，变成三家彼此独立的公司。\n通用电气周二表示，将在2023年初分拆GE医疗业务，并将GE可再生能源、GE发电和GE数字业务合并成一个能源实体，在2024年初分拆。该公司剩余部分将包括GE航空，即飞机发动机制造业务。\n“我们今天正在做的，是打造医疗、航空和能源领域的三大投资级全球领军企业，”通用电气首席执行官Larry Culp在接受采访时表示。“通用电气在这些市场领先了很长时间，今天我们正在为自己再领先一个世纪做准备。”\n该公司表示，预计将产生20亿美元的一次性开支和不到5亿美元的税务成本。\n这项全面分拆计划标志着一个时代的终结——在20世纪的大部分时间里，商界是大型企业集团的天下。但随着投资者重视业务深度甚于业务广度，多个大型多元化集团在过去一些年被分拆。\n要看看通用电气的衰败，一个指标就可以说明：20年前，它是全球最大的公司，市值达到4，010亿美元；5年前，它勉强保住前十的位置；而到本周一，仅在标普500指数中就有数十家公司的市值超过通用电气。\n\n特斯拉市值蒸发1750亿美元 一连串坏消息轮番砸盘\n特斯拉市值蒸发近1750亿美元，迈向14个月来最大两日跌幅，一系列负面新闻的打击导致股价失去上行动能。\n从马斯克在社交媒体上发文是否该卖出10%特斯拉股票后，坏消息就开始接踵而至。先是披露文件显示马斯克的弟弟Kimbal在社交媒体用户投票前已经卖出部分股票，后来媒体报道，知名“大空头”Michael Burry表示，马斯克可能想通过卖股票来偿还个人债务。\nBurry暂时没有回复媒体关于其推文的求证，目前该条推文没有出现在他的社交媒体账号中。\nTudor Pickering的分析师Matt Portillo表示，“从长线看，该股被严重高估”。他认为马斯克发起的投票给了投资者一个减仓的借口。\n特斯拉周二盘中最高下跌12%， 周一收盘跌4.8%。\n\n美国商务部长：将很快与英国和日本商谈钢铝关税问题\n美国商务部长雷蒙多表示，美国预计会“很快”开始与英国和日本进行磋商，解决两国对钢铝关税的反对意见，同时解决方案必须保护美国的产业。雷蒙多本人计划在下周一访问日本时与日本官员讨论钢铁问题，这是她3月份上任以来首次出访亚洲。\n上月，美国与欧洲达成“停火”，取消了彼此的关税。雷蒙多表示，目前尚无法断言美国与日本距离解决该问题还有多远、是否可通过类似于欧洲的关税配额予以解决。\n\n库克：我个人持有数字加密货币 但苹果不会投资\n据报道，苹果CEO蒂姆·库克（Tim Cook）表示，他个人拥有数字加密货币，但苹果公司不会投资这项业务。\n库克在接受记者安德鲁·罗斯·索尔金（Andrew Ross Sorkin）采访时称：“我认为，将其（数字加密货币）作为多元化投资组合的一部分持有是合理的。顺便说一句，我不会给任何人提供投资建议。”\n库克表示，他对数字加密货币的兴趣已经有一段时间了，他也一直在研究相关内容。但库克同时强调，他的兴趣是出于“个人角度”，并驳斥了有关“苹果可能接受数字加密货币支付方式”的说法。此外，库克也排除了苹果用公司资金购买数字加密货币，作为投资的可能性。","news_type":1,"symbols_score_info":{".DJI":0.9,"TSLA":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":847126936,"gmtCreate":1636502438319,"gmtModify":1636502438479,"author":{"id":"3586340560570750","authorId":"3586340560570750","name":"10f6e09","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586340560570750","idStr":"3586340560570750"},"themes":[],"htmlText":"sure","listText":"sure","text":"sure","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847126936","repostId":"2182086102","repostType":2,"repost":{"id":"2182086102","kind":"highlight","pubTimestamp":1636493738,"share":"https://www.laohu8.com/m/news/2182086102?lang=zh_CN&edition=full","pubTime":"2021-11-10 05:35","market":"fut","language":"zh","title":"外媒头条：坏消息轮番砸盘！特斯拉市值蒸发1750亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2182086102","media":"新浪美股","summary":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、华尔街憧憬Brainard取代鲍威尔执掌美联储：利率有望维持低位更久\n\n\n2、美国PPI年创11年以来最大同比增幅 进一步刺激通胀忧虑\n\n\n3、通","content":"<p><b>全球财经媒体昨夜今晨共同关注的头条新闻主要有：</b></p>\n<blockquote>\n <b>1、华尔街憧憬Brainard取代鲍威尔执掌美联储：利率有望维持低位更久</b>\n</blockquote>\n<blockquote>\n <b>2、美国PPI年创11年以来最大同比增幅 进一步刺激通胀忧虑</b>\n</blockquote>\n<blockquote>\n <b>3、<a href=\"https://laohu8.com/S/GE\">通用电气</a>上演三家分晋 昔日傲视群雄的标志企业将成为历史</b>\n</blockquote>\n<blockquote>\n <b>4、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>市值蒸发1750亿美元 一连串坏消息轮番砸盘</b>\n</blockquote>\n<blockquote>\n <b>5、美国商务部长：将很快与英国和日本商谈钢铝关税问题</b>\n</blockquote>\n<blockquote>\n <b>6、库克：我个人持有数字加密货币 但<a href=\"https://laohu8.com/S/AAPL\">苹果</a>不会投资</b>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/b2dee08d19d7f1446d3b7853c64a93d1\" tg-width=\"550\" tg-height=\"362\" referrerpolicy=\"no-referrer\"></p>\n<p><b>华尔街憧憬Brainard取代鲍威尔执掌美联储：利率有望维持低位更久</b></p>\n<p>美联储理事Lael Brainard是杰罗姆·鲍威尔连任美联储主席的有力竞争对手，这一迄今为止最强烈的信号浮现以来华尔街掀起了热议，各大机构纷纷揣测如果总统乔·拜登果真宣布对她的提名，金融市场将会做何反应。</p>\n<p>媒体周一报道称，Brainard上周到白宫时接受了出任美联储主席一职的面试。现代史上悬而未决时间最长的一次提名已经令人不再笃定鲍威尔明年2月任期届满时可以再干四年，尽管此前外界一直认为他将再获提名。</p>\n<p>美国国债收益率在报道发布后下跌，市场普遍认为Brainard在货币政策上比鲍威尔更加鸽派，投资者对她是否会落实美联储最新的资产购买减码时间表，会否在加息上比当前预期更长时间按兵不动等前景存在不同看法。</p>\n<p>BMO策略师Ian Lyngen表示，任命Brainard对债券市场会更加利多。他说，这是因为她可能会将低利率水平维持更长时间，并在最终开始加息时不那么激进。</p>\n<p>“她一直被认为是拜登不提名鲍威尔连任情况下的‘替代者’，” 他在一份报告中写道，“话虽如此，可以肯定的是，任何比鲍威尔更受政府青睐的候选人都会更加鸽派，” 因此，在隔夜时段看到了5年期之类的中期国债领涨。</p>\n<p><img src=\"https://static.tigerbbs.com/8d7b3cb6a2a3675a81e8dbc89b905726\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\"></p>\n<p><b>美国PPI年创11年以来最大同比增幅 进一步刺激通胀忧虑</b></p>\n<p>受成本上涨推动，美国10月生产者价格指数（PPI）加速上升，进一步刺激了对通胀持续高企的担忧。</p>\n<p>美国劳工部周二公布的数据显示，PPI环比增长0.6%，同比增长8.6%，创2010年以来最大年增幅，符合经济学家预期。</p>\n<p>不包括波动较大的食品和能源，核心PPI增长0.4%，同比增长6.8%</p>\n<p>整体PPI的增长超过60%是由于商品成本升高，后者升1.2%，主要由于包括汽油在内的能源成本上涨所致。服务成本连续第二个月升幅温和，仅增长0.2%，反映出券商和投资咨询服务成本进一步回落。</p>\n<p>PPI报告凸显出物流瓶颈，材料短缺和劳动力成本上升如何推动近几个月来物价飙升。货运成本较9月创纪录上涨2.5%</p>\n<p>鉴于持续的供应链挑战预计将持续到2022年，生产者层面的持续价格上涨预示未来几个月消费物价将进一步走高。</p>\n<p><img src=\"https://static.tigerbbs.com/ae1353933e7226fb2cca1e0e30e12a46\" tg-width=\"550\" tg-height=\"350\" referrerpolicy=\"no-referrer\"></p>\n<p><b><a href=\"https://laohu8.com/S/GE\">通用电气</a>上演三家分晋 昔日傲视群雄的标志企业将成为历史</b></p>\n<p>由著名发明家托马斯·爱<a href=\"https://laohu8.com/S/00113\">迪生创建</a>的通用电气是美国标志性的制造集团，业务遍及众多行业，市值一度傲视全球。如今，该公司将进行万众瞩目的业务分拆，变成三家彼此独立的公司。</p>\n<p>通用电气周二表示，将在2023年初分拆GE医疗业务，并将GE可再生能源、GE发电和GE数字业务合并成一个能源实体，在2024年初分拆。该公司剩余部分将包括GE航空，即飞机发动机制造业务。</p>\n<p>“我们今天正在做的，是打造医疗、航空和能源领域的三大投资级全球领军企业，”通用电气首席执行官Larry Culp在接受采访时表示。“通用电气在这些市场领先了很长时间，今天我们正在为自己再领先一个世纪做准备。”</p>\n<p>该公司表示，预计将产生20亿美元的一次性开支和不到5亿美元的税务成本。</p>\n<p>这项全面分拆计划标志着一个时代的终结——在20世纪的大部分时间里，商界是大型企业集团的天下。但随着投资者重视业务深度甚于业务广度，多个大型多元化集团在过去一些年被分拆。</p>\n<p>要看看通用电气的衰败，一个指标就可以说明：20年前，它是全球最大的公司，市值达到4，010亿美元；5年前，它勉强保住前十的位置；而到本周一，仅在标普500指数中就有数十家公司的市值超过通用电气。</p>\n<p><img src=\"https://static.tigerbbs.com/91a3c9d2478268eeb16dd35ca5f40e46\" tg-width=\"550\" tg-height=\"292\" referrerpolicy=\"no-referrer\"></p>\n<p><b><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>市值蒸发1750亿美元 一连串坏消息轮番砸盘</b></p>\n<p>特斯拉市值蒸发近1750亿美元，迈向14个月来最大两日跌幅，一系列负面新闻的打击导致股价失去上行动能。</p>\n<p>从马斯克在社交媒体上发文是否该卖出10%特斯拉股票后，坏消息就开始接踵而至。先是披露文件显示马斯克的弟弟Kimbal在社交媒体用户投票前已经卖出部分股票，后来媒体报道，知名“大空头”Michael Burry表示，马斯克可能想通过卖股票来偿还个人债务。</p>\n<p>Burry暂时没有回复媒体关于其推文的求证，目前该条推文没有出现在他的社交媒体账号中。</p>\n<p>Tudor Pickering的分析师Matt Portillo表示，“从长线看，该股被严重高估”。他认为马斯克发起的投票给了投资者一个减仓的借口。</p>\n<p>特斯拉周二盘中最高下跌12%， 周一收盘跌4.8%。</p>\n<p><img src=\"https://static.tigerbbs.com/bf758581bb62b5b8d749f455aa8af281\" tg-width=\"550\" tg-height=\"321\" referrerpolicy=\"no-referrer\"></p>\n<p><b>美国商务部长：将很快与英国和日本商谈钢铝关税问题</b></p>\n<p>美国商务部长雷蒙多表示，美国预计会“很快”开始与英国和日本进行磋商，解决两国对钢铝关税的反对意见，同时解决方案必须保护美国的产业。雷蒙多本人计划在下周一访问日本时与日本官员讨论钢铁问题，这是她3月份上任以来首次出访亚洲。</p>\n<p>上月，美国与欧洲达成“停火”，取消了彼此的关税。雷蒙多表示，目前尚无法断言美国与日本距离解决该问题还有多远、是否可通过类似于欧洲的关税配额予以解决。</p>\n<p><img src=\"https://static.tigerbbs.com/72917ebdae2173769b75173d46a08b3b\" tg-width=\"550\" tg-height=\"279\" referrerpolicy=\"no-referrer\"></p>\n<p><b>库克：我个人持有数字加密货币 但<a href=\"https://laohu8.com/S/AAPL\">苹果</a>不会投资</b></p>\n<p>据报道，苹果CEO蒂姆·库克（Tim Cook）表示，他个人拥有数字加密货币，但苹果公司不会投资这项业务。</p>\n<p>库克在接受记者安德鲁·罗斯·索尔金（Andrew Ross Sorkin）采访时称：“我认为，将其（数字加密货币）作为多元化投资组合的一部分持有是合理的。顺便说一句，我不会给任何人提供投资建议。”</p>\n<p>库克表示，他对数字加密货币的兴趣已经有一段时间了，他也一直在研究相关内容。但库克同时强调，他的兴趣是出于“个人角度”，并驳斥了有关“苹果可能接受数字加密货币支付方式”的说法。此外，库克也排除了苹果用公司资金购买数字加密货币，作为投资的可能性。</p>","source":"sina_us","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\" 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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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n外媒头条：坏消息轮番砸盘！特斯拉市值蒸发1750亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-10 05:35 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2021-11-10/doc-iktzqtyu6389114.shtml><strong>新浪美股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、华尔街憧憬Brainard取代鲍威尔执掌美联储：利率有望维持低位更久\n\n\n2、美国PPI年创11年以来最大同比增幅 进一步刺激通胀忧虑\n\n\n3、通用电气上演三家分晋 昔日傲视群雄的标志企业将成为历史\n\n\n4、特斯拉市值蒸发1750亿美元 一连串坏消息轮番砸盘\n\n\n5、美国商务部长：将很快与英国和日本商谈钢铝关税问题\n\n\n6、库克：我个人持有数字...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-11-10/doc-iktzqtyu6389114.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{".SPX":"S&P 500 Index","TSLA":"特斯拉",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-11-10/doc-iktzqtyu6389114.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2182086102","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、华尔街憧憬Brainard取代鲍威尔执掌美联储：利率有望维持低位更久\n\n\n2、美国PPI年创11年以来最大同比增幅 进一步刺激通胀忧虑\n\n\n3、通用电气上演三家分晋 昔日傲视群雄的标志企业将成为历史\n\n\n4、特斯拉市值蒸发1750亿美元 一连串坏消息轮番砸盘\n\n\n5、美国商务部长：将很快与英国和日本商谈钢铝关税问题\n\n\n6、库克：我个人持有数字加密货币 但苹果不会投资\n\n\n华尔街憧憬Brainard取代鲍威尔执掌美联储：利率有望维持低位更久\n美联储理事Lael Brainard是杰罗姆·鲍威尔连任美联储主席的有力竞争对手，这一迄今为止最强烈的信号浮现以来华尔街掀起了热议，各大机构纷纷揣测如果总统乔·拜登果真宣布对她的提名，金融市场将会做何反应。\n媒体周一报道称，Brainard上周到白宫时接受了出任美联储主席一职的面试。现代史上悬而未决时间最长的一次提名已经令人不再笃定鲍威尔明年2月任期届满时可以再干四年，尽管此前外界一直认为他将再获提名。\n美国国债收益率在报道发布后下跌，市场普遍认为Brainard在货币政策上比鲍威尔更加鸽派，投资者对她是否会落实美联储最新的资产购买减码时间表，会否在加息上比当前预期更长时间按兵不动等前景存在不同看法。\nBMO策略师Ian Lyngen表示，任命Brainard对债券市场会更加利多。他说，这是因为她可能会将低利率水平维持更长时间，并在最终开始加息时不那么激进。\n“她一直被认为是拜登不提名鲍威尔连任情况下的‘替代者’，” 他在一份报告中写道，“话虽如此，可以肯定的是，任何比鲍威尔更受政府青睐的候选人都会更加鸽派，” 因此，在隔夜时段看到了5年期之类的中期国债领涨。\n\n美国PPI年创11年以来最大同比增幅 进一步刺激通胀忧虑\n受成本上涨推动，美国10月生产者价格指数（PPI）加速上升，进一步刺激了对通胀持续高企的担忧。\n美国劳工部周二公布的数据显示，PPI环比增长0.6%，同比增长8.6%，创2010年以来最大年增幅，符合经济学家预期。\n不包括波动较大的食品和能源，核心PPI增长0.4%，同比增长6.8%\n整体PPI的增长超过60%是由于商品成本升高，后者升1.2%，主要由于包括汽油在内的能源成本上涨所致。服务成本连续第二个月升幅温和，仅增长0.2%，反映出券商和投资咨询服务成本进一步回落。\nPPI报告凸显出物流瓶颈，材料短缺和劳动力成本上升如何推动近几个月来物价飙升。货运成本较9月创纪录上涨2.5%\n鉴于持续的供应链挑战预计将持续到2022年，生产者层面的持续价格上涨预示未来几个月消费物价将进一步走高。\n\n通用电气上演三家分晋 昔日傲视群雄的标志企业将成为历史\n由著名发明家托马斯·爱迪生创建的通用电气是美国标志性的制造集团，业务遍及众多行业，市值一度傲视全球。如今，该公司将进行万众瞩目的业务分拆，变成三家彼此独立的公司。\n通用电气周二表示，将在2023年初分拆GE医疗业务，并将GE可再生能源、GE发电和GE数字业务合并成一个能源实体，在2024年初分拆。该公司剩余部分将包括GE航空，即飞机发动机制造业务。\n“我们今天正在做的，是打造医疗、航空和能源领域的三大投资级全球领军企业，”通用电气首席执行官Larry Culp在接受采访时表示。“通用电气在这些市场领先了很长时间，今天我们正在为自己再领先一个世纪做准备。”\n该公司表示，预计将产生20亿美元的一次性开支和不到5亿美元的税务成本。\n这项全面分拆计划标志着一个时代的终结——在20世纪的大部分时间里，商界是大型企业集团的天下。但随着投资者重视业务深度甚于业务广度，多个大型多元化集团在过去一些年被分拆。\n要看看通用电气的衰败，一个指标就可以说明：20年前，它是全球最大的公司，市值达到4，010亿美元；5年前，它勉强保住前十的位置；而到本周一，仅在标普500指数中就有数十家公司的市值超过通用电气。\n\n特斯拉市值蒸发1750亿美元 一连串坏消息轮番砸盘\n特斯拉市值蒸发近1750亿美元，迈向14个月来最大两日跌幅，一系列负面新闻的打击导致股价失去上行动能。\n从马斯克在社交媒体上发文是否该卖出10%特斯拉股票后，坏消息就开始接踵而至。先是披露文件显示马斯克的弟弟Kimbal在社交媒体用户投票前已经卖出部分股票，后来媒体报道，知名“大空头”Michael Burry表示，马斯克可能想通过卖股票来偿还个人债务。\nBurry暂时没有回复媒体关于其推文的求证，目前该条推文没有出现在他的社交媒体账号中。\nTudor Pickering的分析师Matt Portillo表示，“从长线看，该股被严重高估”。他认为马斯克发起的投票给了投资者一个减仓的借口。\n特斯拉周二盘中最高下跌12%， 周一收盘跌4.8%。\n\n美国商务部长：将很快与英国和日本商谈钢铝关税问题\n美国商务部长雷蒙多表示，美国预计会“很快”开始与英国和日本进行磋商，解决两国对钢铝关税的反对意见，同时解决方案必须保护美国的产业。雷蒙多本人计划在下周一访问日本时与日本官员讨论钢铁问题，这是她3月份上任以来首次出访亚洲。\n上月，美国与欧洲达成“停火”，取消了彼此的关税。雷蒙多表示，目前尚无法断言美国与日本距离解决该问题还有多远、是否可通过类似于欧洲的关税配额予以解决。\n\n库克：我个人持有数字加密货币 但苹果不会投资\n据报道，苹果CEO蒂姆·库克（Tim Cook）表示，他个人拥有数字加密货币，但苹果公司不会投资这项业务。\n库克在接受记者安德鲁·罗斯·索尔金（Andrew Ross Sorkin）采访时称：“我认为，将其（数字加密货币）作为多元化投资组合的一部分持有是合理的。顺便说一句，我不会给任何人提供投资建议。”\n库克表示，他对数字加密货币的兴趣已经有一段时间了，他也一直在研究相关内容。但库克同时强调，他的兴趣是出于“个人角度”，并驳斥了有关“苹果可能接受数字加密货币支付方式”的说法。此外，库克也排除了苹果用公司资金购买数字加密货币，作为投资的可能性。","news_type":1,"symbols_score_info":{".DJI":0.9,"TSLA":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1912,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":844682167,"gmtCreate":1636422388668,"gmtModify":1636422793364,"author":{"id":"3586340560570750","authorId":"3586340560570750","name":"10f6e09","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586340560570750","idStr":"3586340560570750"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>😌🤷🏻","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>😌🤷🏻","text":"$Apple(AAPL)$😌🤷🏻","images":[{"img":"https://static.tigerbbs.com/d78f195377622842499873e77894c2b3","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/844682167","isVote":1,"tweetType":1,"viewCount":2391,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":845833318,"gmtCreate":1636327253933,"gmtModify":1636327254129,"author":{"id":"3586340560570750","authorId":"3586340560570750","name":"10f6e09","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586340560570750","idStr":"3586340560570750"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>💁🏻‍♂️🤷🏻","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>💁🏻‍♂️🤷🏻","text":"$Tesla Motors(TSLA)$💁🏻‍♂️🤷🏻","images":[{"img":"https://static.tigerbbs.com/f5a365a43a326abaae4b1ead2085cdfb","width":"1125","height":"2800"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/845833318","isVote":1,"tweetType":1,"viewCount":339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":845830573,"gmtCreate":1636327195013,"gmtModify":1636327195201,"author":{"id":"3586340560570750","authorId":"3586340560570750","name":"10f6e09","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586340560570750","idStr":"3586340560570750"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/845830573","repostId":"2181238097","repostType":4,"isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842733226,"gmtCreate":1636242909365,"gmtModify":1636242909613,"author":{"id":"3586340560570750","authorId":"3586340560570750","name":"10f6e09","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586340560570750","idStr":"3586340560570750"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CFA.SI\">$NikkoAM-STC Asia REIT(CFA.SI)$</a>🤦🏻‍♂️","listText":"<a href=\"https://laohu8.com/S/CFA.SI\">$NikkoAM-STC Asia REIT(CFA.SI)$</a>🤦🏻‍♂️","text":"$NikkoAM-STC Asia REIT(CFA.SI)$🤦🏻‍♂️","images":[{"img":"https://static.tigerbbs.com/53723acf3456b8bd6919fffab8e131c6","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842733226","isVote":1,"tweetType":1,"viewCount":382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":857682438,"gmtCreate":1635521865336,"gmtModify":1635521865390,"author":{"id":"3586340560570750","authorId":"3586340560570750","name":"10f6e09","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586340560570750","idStr":"3586340560570750"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/857682438","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36984908995200","idStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":827371242,"gmtCreate":1634428747103,"gmtModify":1634428747242,"author":{"id":"3586340560570750","authorId":"3586340560570750","name":"10f6e09","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586340560570750","idStr":"3586340560570750"},"themes":[],"htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/827371242","repostId":"2175112192","repostType":4,"isVote":1,"tweetType":1,"viewCount":353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":827371696,"gmtCreate":1634428731718,"gmtModify":1634428731819,"author":{"id":"3586340560570750","authorId":"3586340560570750","name":"10f6e09","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586340560570750","idStr":"3586340560570750"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/827371696","repostId":"2175112192","repostType":4,"isVote":1,"tweetType":1,"viewCount":174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":150115313,"gmtCreate":1624889546932,"gmtModify":1631883816609,"author":{"id":"3586340560570750","authorId":"3586340560570750","name":"10f6e09","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586340560570750","idStr":"3586340560570750"},"themes":[],"htmlText":"📈📈","listText":"📈📈","text":"📈📈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150115313","repostId":"1105982179","repostType":4,"repost":{"id":"1105982179","kind":"news","pubTimestamp":1624889210,"share":"https://www.laohu8.com/m/news/1105982179?lang=zh_CN&edition=full","pubTime":"2021-06-28 22:06","market":"us","language":"en","title":"Palantir: The Mass Exodus<blockquote>Palantir：大规模外流</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1105982179","media":"seekingalpha","summary":"Summary\n\nShort interest in Palantir dropped by 23.8% in the latest cycle.\nEven though Palantir conti","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Short interest in Palantir dropped by 23.8% in the latest cycle.</li>  <li>Even though Palantir continues to be surrounded by bearish narratives, market participants don't seem to be comfortable with shorting the stock.</li>  <li>The stock could rally further.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16279727ada0c46eb4d43744da02d1cc\" tg-width=\"768\" tg-height=\"512\"><span>Michael Vi/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>Palantir的空头兴趣在最新周期中下降了23.8%。</li><li>尽管Palantir继续被看跌言论所包围，但市场参与者似乎并不愿意做空该股。</li><li>该股可能会进一步上涨。</li></ul><p class=\"t-img-caption\"><span>Michael Vi/iStock社论来自Getty Images</span></p></blockquote></p><p> Palantir's (PLTR) shares are up 20% in the last month alone but the rally could still continue. Latest data reveals that short interest in Palantir declined by 23.8% in the latest cycle alone. This suggests that a broad swath of market participants isn't buying into the bearish narratives surrounding the company, perceive its stock to be fairly valued and perhaps even anticipate it to rally going forward. This development should come across as an encouraging sign for the company's long-side investors. Let's take a closer look at it all.</p><p><blockquote>Palantir(PLTR)的股价仅上个月就上涨了20%，但涨势仍可能持续。最新数据显示，仅在最近一个周期中，Palantir的空头兴趣就下降了23.8%。这表明，广大市场参与者并不相信围绕该公司的看跌言论，认为其股票估值合理，甚至可能预计其未来会上涨。对于该公司的多头投资者来说，这一进展应该是一个令人鼓舞的迹象。让我们仔细看看这一切。</blockquote></p><p> <b>The Data</b></p><p><blockquote><b>数据</b></blockquote></p><p> I'd like to start by explaining the term \"short interest\" for the uninitiated. It's essentially the total number of short positions that are open against any given stock. A sharp rise in the metric indicates that traders grew bearish on the concerned company, and actively initiated short positions against it. Conversely, a sharp decline in the metric indicates that traders actively wound up their short positions either perhaps because they anticipate the stock to bottom out and/or rally going forward. So, the short interest is a useful tool to gauge the Street's ever-evolving market sentiment.</p><p><blockquote>我想首先为门外汉解释一下“空头利息”这个术语。它本质上是针对任何给定股票的空头头寸的总数。该指标的急剧上升表明交易者对相关公司变得看跌，并积极建立针对该公司的空头头寸。相反，该指标的急剧下降表明交易者积极平仓空头头寸，可能是因为他们预计股票将触底和/或未来反弹。因此，空头利息是衡量华尔街不断变化的市场情绪的有用工具。</blockquote></p><p> In Palantir's case, its short interest at the end of the latest data cycle stood at 52.3 million, sharply down by 23.8% on a sequential basis. Although Palantir's short interest figure isn't at its all-time low yet, the pace of its recent decline, however, is certainly one of the fastest in the company's brief history since its direct listing last year. For the record, Palantir has over 1.8 billion shares outstanding which means that about 2.8% of its entire share total had been shorted. Also, the short interest data is for the cycle spanning from early June to mid-June, and the data wasreleasedon Thursday.</p><p><blockquote>以Palantir为例，在最新数据周期结束时，其空头利息为5230万，环比大幅下降23.8%。尽管Palantir的空头利息数字尚未达到历史低点，但其最近的下降速度无疑是该公司自去年直接上市以来短暂历史上最快的下降速度之一。根据记录，Palantir拥有超过18亿股已发行股票，这意味着其全部股票总数的约2.8%已被做空。此外，空头利息数据适用于6月初至6月中旬的周期，该数据于周四发布。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/95e4623fda1d9079a2699b57d4ee0f42\" tg-width=\"637\" tg-height=\"450\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Next, I wanted to confirm if other software application companies also registered a sharp reduction in their short interest figures, or was Palantir an anomaly in its peer group. So, to get a broader perspective on its industry, I pulled the short interest figures for about 100 software application stocks listed in the US. Interestingly, 55% of these stocks registered a net reduction in their short interest figures, of varying magnitudes of course, which points to an industry-wide short unwinding.</p><p><blockquote>接下来，我想确认其他软件应用公司的空头利息数字是否也大幅下降，或者Palantir是否是同行中的异常现象。因此，为了更广泛地了解其行业，我提取了大约100只在美国上市的软件应用股票的空头利息数据。有趣的是，这些股票中有55%的空头利息数字出现净减少，当然幅度各不相同，这表明全行业的空头平仓。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/091feec9aa17f821d01f34a7b46bb2bb\" tg-width=\"610\" tg-height=\"506\"><span>(Source: BusinessQuant.com, Wsj.com)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：BusinessQuant.com、Wsj.com）</span></p></blockquote></p><p> Moreover, the median short interest decline was 1.9%, whereas Palantir's short interest declined by a far more significant 23.8% during the same data cycle. In fact, there were just 6 other stocks in our study group, which saw their short interest decline in excess of 23.8%. This conclusively shows that market participants were far too active with unwinding their short positions in Palantir.</p><p><blockquote>此外，空头利息下降中位数为1.9%，而Palantir的空头利息在同一数据周期内下降幅度要大得多，为23.8%。事实上，我们的研究小组中只有其他6只股票的空头利息下降超过23.8%。这最终表明市场参与者在平仓Palantir空头头寸方面过于积极。</blockquote></p><p> But this leads us to an important question - why are market participants so cautious with shorting Palantir in the first place?</p><p><blockquote>但这给我们带来了一个重要的问题——为什么市场参与者首先对做空Palantir如此谨慎？</blockquote></p><p> <b>Cautious for Good Reason</b></p><p><blockquote><b>谨慎是有充分理由的</b></blockquote></p><p> As I've explained in my prior articles, Palantir has several initiatives at play which could collectively catapult its growth in 2021-22. These initiatives include itstransitionto a customer-friendly payment model to boost commercial sales, offeringfree trialsto major companies to expand its sales funnel and expanding itssales teamto revamp its outbound marketing function. We won't be discussing the same points again to avoid being repetitive, but the takeaway here is that since Palantir is undertaking several growth initiatives, it makes for a risky short bet for the time being at least.</p><p><blockquote>正如我在之前的文章中所解释的，Palantir有几项举措正在发挥作用，这些举措可能会共同推动其在2021-22年的增长。这些举措包括向客户友好的支付模式过渡以促进商业销售、向大公司提供免费试用以扩大其销售渠道以及扩大其销售团队以改造其对外营销职能。为了避免重复，我们不会再次讨论相同的观点，但这里的要点是，由于Palantir正在采取多项增长举措，因此至少目前是一个有风险的空头押注。</blockquote></p><p> But don't take my word for it.</p><p><blockquote>但别相信我的话。</blockquote></p><p> The community of professional analysts is realizing Palantir's growth potential and raising their revenue estimates for its current fiscal year. They've raised their FY21 revenue estimates by about 5% so far since mid-January and there's no telling how many of such upward revenue revisions are still in store for the remainder of Palantir's FY21. This bullish uncertainty presents an unfavorable risk-reward ratio for short-side market participants and explains why short interest in Palantir continues to decline.</p><p><blockquote>专业分析师群体正在认识到Palantir的增长潜力，并提高了本财年的收入预期。自1月中旬以来，他们已将2021财年收入预期上调了约5%，目前尚不清楚Palantir 2021财年剩余时间内仍有多少此类收入上调。这种看涨的不确定性给空头市场参与者带来了不利的风险回报比，并解释了为什么对Palantir的空头兴趣持续下降。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/74bccdf90ceb880c1a3edddad8743a1e\" tg-width=\"636\" tg-height=\"419\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p><p> There's another point to consider here, that nobody seems to be talking about. Palantir has won several COVID-19 tracking-related contracts (such ashere,here,here,hereandhere) over the last 12 - 15 months as government agencies across the globe grappled to control the spread and tried to better manage their resources. With COVID-19 said to be making a fierce comeback with thedelta variant, I contend that Palantir could experience a similar order windfall this year, from proactive government agencies, which could boost the company's government sales along the way.</p><p><blockquote>这里还有一点需要考虑，似乎没有人谈论。随着全球各地的政府机构努力控制传播并试图更好地管理其资源，Palantir在过去12-15个月内赢得了多份与COVID-19跟踪相关的合同（例如here、here、here、here和here）。据说COVID-19将凭借Delta变体卷土重来，我认为Palantir今年可能会从积极主动的政府机构获得类似的订单意外之财，这可能会提高该公司的政府销售额。</blockquote></p><p> Lastly, several commenters argue that Palantir's shares are trading at a premium and are due for a sharp correction. Its shares are trading at about 34-times trailing twelve-month sales so it's understandable why many might think that the stock is overvalued. But I believe the problem with this approach is that we're not factoring in industry-wide trading multiples or Palantir's revenue growth rate, compared to its peers.</p><p><blockquote>最后，一些评论者认为Palantir的股票交易价格溢价，预计将大幅调整。其股价目前约为过去12个月销售额的34倍，因此可以理解为什么许多人可能认为该股被高估。但我认为这种方法的问题在于，与同行相比，我们没有考虑全行业的交易倍数或Palantir的收入增长率。</blockquote></p><p> So, to put things in perspective, I compiled the revenue growth rates and price-to-sales (or P/S) multiples for over 320 software infrastructure and software application stocks that are currently listed on US exchanges. Next, I benchmarked these industry groups based on Palantir's revenue growth rate and its P/S multiple. As it turns out, over 90% of Palantir's peers have a slower revenue growth and/or are trading at higher trading multiples. This suggests that Palantir's higher pace of growth justifies its price premium and that the bearish concerns regarding its valuations, are exaggerated.</p><p><blockquote>因此，为了正确看待事情，我编制了目前在美国交易所上市的320多只软件基础设施和软件应用股票的收入增长率和市销率（或P/S）倍数。接下来，我根据Palantir的收入增长率及其市盈率倍数对这些行业群体进行了基准测试。事实证明，超过90%的Palantir同行收入增长较慢和/或交易倍数较高。这表明Palantir较高的增长速度证明了其溢价的合理性，并且对其估值的看跌担忧被夸大了。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fefb171f61438817b747d6a50fff8133\" tg-width=\"640\" tg-height=\"414\"><span>(Source: Business Quant.com)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：商量网）</span></p></blockquote></p><p> <b>Final Thoughts</b></p><p><blockquote><b>最后的想法</b></blockquote></p><p> I'd like to point to readers that fluctuations in short interest figures don't always impact the underlying stock prices. This data is based on short positions that were open at a prior cut-off date and investors with a long-term time horizon should, at best, use it to corroborate their bull or bear thesis.</p><p><blockquote>我想向读者指出，空头利息数据的波动并不总是会影响标的股票价格。该数据基于在之前截止日期开立的空头头寸，具有长期视野的投资者充其量应该用它来证实他们的牛市或熊市论点。</blockquote></p><p> Having said that, if the bearish narratives surrounding Palantir held any merit, or posed a legitimate risk to its share price, a broad swath of market participants would've actively shorted the stock to profit off of this near-certain eventuality. But that didn't happen and its short interest declined instead, that too by a significant amount.</p><p><blockquote>话虽如此，如果围绕Palantir的看跌言论有任何价值，或者对其股价构成合理的风险，那么大量市场参与者就会积极做空该股，以从这种几乎确定的可能性中获利。但这种情况并没有发生，其空头兴趣反而下降了，而且下降幅度也很大。</blockquote></p><p> This active short unwinding indicates that market participants are uncomfortable in shorting the stock at current levels. This should come across as a reassuring sign for the company's long-side shareholders. The stock seems to be fairly valued and has the potential to rally further. Good Luck!</p><p><blockquote>这种积极的空头平仓表明市场参与者对在当前水平做空股票感到不舒服。对于公司的多头股东来说，这应该是一个令人放心的信号。该股似乎估值合理，并有进一步上涨的潜力。祝你好运！</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: The Mass Exodus<blockquote>Palantir：大规模外流</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: The Mass Exodus<blockquote>Palantir：大规模外流</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-06-28 22:06</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>Short interest in Palantir dropped by 23.8% in the latest cycle.</li>  <li>Even though Palantir continues to be surrounded by bearish narratives, market participants don't seem to be comfortable with shorting the stock.</li>  <li>The stock could rally further.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16279727ada0c46eb4d43744da02d1cc\" tg-width=\"768\" tg-height=\"512\"><span>Michael Vi/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>Palantir的空头兴趣在最新周期中下降了23.8%。</li><li>尽管Palantir继续被看跌言论所包围，但市场参与者似乎并不愿意做空该股。</li><li>该股可能会进一步上涨。</li></ul><p class=\"t-img-caption\"><span>Michael Vi/iStock社论来自Getty Images</span></p></blockquote></p><p> Palantir's (PLTR) shares are up 20% in the last month alone but the rally could still continue. Latest data reveals that short interest in Palantir declined by 23.8% in the latest cycle alone. This suggests that a broad swath of market participants isn't buying into the bearish narratives surrounding the company, perceive its stock to be fairly valued and perhaps even anticipate it to rally going forward. This development should come across as an encouraging sign for the company's long-side investors. Let's take a closer look at it all.</p><p><blockquote>Palantir(PLTR)的股价仅上个月就上涨了20%，但涨势仍可能持续。最新数据显示，仅在最近一个周期中，Palantir的空头兴趣就下降了23.8%。这表明，广大市场参与者并不相信围绕该公司的看跌言论，认为其股票估值合理，甚至可能预计其未来会上涨。对于该公司的多头投资者来说，这一进展应该是一个令人鼓舞的迹象。让我们仔细看看这一切。</blockquote></p><p> <b>The Data</b></p><p><blockquote><b>数据</b></blockquote></p><p> I'd like to start by explaining the term \"short interest\" for the uninitiated. It's essentially the total number of short positions that are open against any given stock. A sharp rise in the metric indicates that traders grew bearish on the concerned company, and actively initiated short positions against it. Conversely, a sharp decline in the metric indicates that traders actively wound up their short positions either perhaps because they anticipate the stock to bottom out and/or rally going forward. So, the short interest is a useful tool to gauge the Street's ever-evolving market sentiment.</p><p><blockquote>我想首先为门外汉解释一下“空头利息”这个术语。它本质上是针对任何给定股票的空头头寸的总数。该指标的急剧上升表明交易者对相关公司变得看跌，并积极建立针对该公司的空头头寸。相反，该指标的急剧下降表明交易者积极平仓空头头寸，可能是因为他们预计股票将触底和/或未来反弹。因此，空头利息是衡量华尔街不断变化的市场情绪的有用工具。</blockquote></p><p> In Palantir's case, its short interest at the end of the latest data cycle stood at 52.3 million, sharply down by 23.8% on a sequential basis. Although Palantir's short interest figure isn't at its all-time low yet, the pace of its recent decline, however, is certainly one of the fastest in the company's brief history since its direct listing last year. For the record, Palantir has over 1.8 billion shares outstanding which means that about 2.8% of its entire share total had been shorted. Also, the short interest data is for the cycle spanning from early June to mid-June, and the data wasreleasedon Thursday.</p><p><blockquote>以Palantir为例，在最新数据周期结束时，其空头利息为5230万，环比大幅下降23.8%。尽管Palantir的空头利息数字尚未达到历史低点，但其最近的下降速度无疑是该公司自去年直接上市以来短暂历史上最快的下降速度之一。根据记录，Palantir拥有超过18亿股已发行股票，这意味着其全部股票总数的约2.8%已被做空。此外，空头利息数据适用于6月初至6月中旬的周期，该数据于周四发布。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/95e4623fda1d9079a2699b57d4ee0f42\" tg-width=\"637\" tg-height=\"450\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Next, I wanted to confirm if other software application companies also registered a sharp reduction in their short interest figures, or was Palantir an anomaly in its peer group. So, to get a broader perspective on its industry, I pulled the short interest figures for about 100 software application stocks listed in the US. Interestingly, 55% of these stocks registered a net reduction in their short interest figures, of varying magnitudes of course, which points to an industry-wide short unwinding.</p><p><blockquote>接下来，我想确认其他软件应用公司的空头利息数字是否也大幅下降，或者Palantir是否是同行中的异常现象。因此，为了更广泛地了解其行业，我提取了大约100只在美国上市的软件应用股票的空头利息数据。有趣的是，这些股票中有55%的空头利息数字出现净减少，当然幅度各不相同，这表明全行业的空头平仓。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/091feec9aa17f821d01f34a7b46bb2bb\" tg-width=\"610\" tg-height=\"506\"><span>(Source: BusinessQuant.com, Wsj.com)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：BusinessQuant.com、Wsj.com）</span></p></blockquote></p><p> Moreover, the median short interest decline was 1.9%, whereas Palantir's short interest declined by a far more significant 23.8% during the same data cycle. In fact, there were just 6 other stocks in our study group, which saw their short interest decline in excess of 23.8%. This conclusively shows that market participants were far too active with unwinding their short positions in Palantir.</p><p><blockquote>此外，空头利息下降中位数为1.9%，而Palantir的空头利息在同一数据周期内下降幅度要大得多，为23.8%。事实上，我们的研究小组中只有其他6只股票的空头利息下降超过23.8%。这最终表明市场参与者在平仓Palantir空头头寸方面过于积极。</blockquote></p><p> But this leads us to an important question - why are market participants so cautious with shorting Palantir in the first place?</p><p><blockquote>但这给我们带来了一个重要的问题——为什么市场参与者首先对做空Palantir如此谨慎？</blockquote></p><p> <b>Cautious for Good Reason</b></p><p><blockquote><b>谨慎是有充分理由的</b></blockquote></p><p> As I've explained in my prior articles, Palantir has several initiatives at play which could collectively catapult its growth in 2021-22. These initiatives include itstransitionto a customer-friendly payment model to boost commercial sales, offeringfree trialsto major companies to expand its sales funnel and expanding itssales teamto revamp its outbound marketing function. We won't be discussing the same points again to avoid being repetitive, but the takeaway here is that since Palantir is undertaking several growth initiatives, it makes for a risky short bet for the time being at least.</p><p><blockquote>正如我在之前的文章中所解释的，Palantir有几项举措正在发挥作用，这些举措可能会共同推动其在2021-22年的增长。这些举措包括向客户友好的支付模式过渡以促进商业销售、向大公司提供免费试用以扩大其销售渠道以及扩大其销售团队以改造其对外营销职能。为了避免重复，我们不会再次讨论相同的观点，但这里的要点是，由于Palantir正在采取多项增长举措，因此至少目前是一个有风险的空头押注。</blockquote></p><p> But don't take my word for it.</p><p><blockquote>但别相信我的话。</blockquote></p><p> The community of professional analysts is realizing Palantir's growth potential and raising their revenue estimates for its current fiscal year. They've raised their FY21 revenue estimates by about 5% so far since mid-January and there's no telling how many of such upward revenue revisions are still in store for the remainder of Palantir's FY21. This bullish uncertainty presents an unfavorable risk-reward ratio for short-side market participants and explains why short interest in Palantir continues to decline.</p><p><blockquote>专业分析师群体正在认识到Palantir的增长潜力，并提高了本财年的收入预期。自1月中旬以来，他们已将2021财年收入预期上调了约5%，目前尚不清楚Palantir 2021财年剩余时间内仍有多少此类收入上调。这种看涨的不确定性给空头市场参与者带来了不利的风险回报比，并解释了为什么对Palantir的空头兴趣持续下降。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/74bccdf90ceb880c1a3edddad8743a1e\" tg-width=\"636\" tg-height=\"419\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p><p> There's another point to consider here, that nobody seems to be talking about. Palantir has won several COVID-19 tracking-related contracts (such ashere,here,here,hereandhere) over the last 12 - 15 months as government agencies across the globe grappled to control the spread and tried to better manage their resources. With COVID-19 said to be making a fierce comeback with thedelta variant, I contend that Palantir could experience a similar order windfall this year, from proactive government agencies, which could boost the company's government sales along the way.</p><p><blockquote>这里还有一点需要考虑，似乎没有人谈论。随着全球各地的政府机构努力控制传播并试图更好地管理其资源，Palantir在过去12-15个月内赢得了多份与COVID-19跟踪相关的合同（例如here、here、here、here和here）。据说COVID-19将凭借Delta变体卷土重来，我认为Palantir今年可能会从积极主动的政府机构获得类似的订单意外之财，这可能会提高该公司的政府销售额。</blockquote></p><p> Lastly, several commenters argue that Palantir's shares are trading at a premium and are due for a sharp correction. Its shares are trading at about 34-times trailing twelve-month sales so it's understandable why many might think that the stock is overvalued. But I believe the problem with this approach is that we're not factoring in industry-wide trading multiples or Palantir's revenue growth rate, compared to its peers.</p><p><blockquote>最后，一些评论者认为Palantir的股票交易价格溢价，预计将大幅调整。其股价目前约为过去12个月销售额的34倍，因此可以理解为什么许多人可能认为该股被高估。但我认为这种方法的问题在于，与同行相比，我们没有考虑全行业的交易倍数或Palantir的收入增长率。</blockquote></p><p> So, to put things in perspective, I compiled the revenue growth rates and price-to-sales (or P/S) multiples for over 320 software infrastructure and software application stocks that are currently listed on US exchanges. Next, I benchmarked these industry groups based on Palantir's revenue growth rate and its P/S multiple. As it turns out, over 90% of Palantir's peers have a slower revenue growth and/or are trading at higher trading multiples. This suggests that Palantir's higher pace of growth justifies its price premium and that the bearish concerns regarding its valuations, are exaggerated.</p><p><blockquote>因此，为了正确看待事情，我编制了目前在美国交易所上市的320多只软件基础设施和软件应用股票的收入增长率和市销率（或P/S）倍数。接下来，我根据Palantir的收入增长率及其市盈率倍数对这些行业群体进行了基准测试。事实证明，超过90%的Palantir同行收入增长较慢和/或交易倍数较高。这表明Palantir较高的增长速度证明了其溢价的合理性，并且对其估值的看跌担忧被夸大了。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fefb171f61438817b747d6a50fff8133\" tg-width=\"640\" tg-height=\"414\"><span>(Source: Business Quant.com)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：商量网）</span></p></blockquote></p><p> <b>Final Thoughts</b></p><p><blockquote><b>最后的想法</b></blockquote></p><p> I'd like to point to readers that fluctuations in short interest figures don't always impact the underlying stock prices. This data is based on short positions that were open at a prior cut-off date and investors with a long-term time horizon should, at best, use it to corroborate their bull or bear thesis.</p><p><blockquote>我想向读者指出，空头利息数据的波动并不总是会影响标的股票价格。该数据基于在之前截止日期开立的空头头寸，具有长期视野的投资者充其量应该用它来证实他们的牛市或熊市论点。</blockquote></p><p> Having said that, if the bearish narratives surrounding Palantir held any merit, or posed a legitimate risk to its share price, a broad swath of market participants would've actively shorted the stock to profit off of this near-certain eventuality. But that didn't happen and its short interest declined instead, that too by a significant amount.</p><p><blockquote>话虽如此，如果围绕Palantir的看跌言论有任何价值，或者对其股价构成合理的风险，那么大量市场参与者就会积极做空该股，以从这种几乎确定的可能性中获利。但这种情况并没有发生，其空头兴趣反而下降了，而且下降幅度也很大。</blockquote></p><p> This active short unwinding indicates that market participants are uncomfortable in shorting the stock at current levels. This should come across as a reassuring sign for the company's long-side shareholders. The stock seems to be fairly valued and has the potential to rally further. Good Luck!</p><p><blockquote>这种积极的空头平仓表明市场参与者对在当前水平做空股票感到不舒服。对于公司的多头股东来说，这应该是一个令人放心的信号。该股似乎估值合理，并有进一步上涨的潜力。祝你好运！</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4436907-palantir-the-mass-exodus\">seekingalpha</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/4436907-palantir-the-mass-exodus","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105982179","content_text":"Summary\n\nShort interest in Palantir dropped by 23.8% in the latest cycle.\nEven though Palantir continues to be surrounded by bearish narratives, market participants don't seem to be comfortable with shorting the stock.\nThe stock could rally further.\n\nMichael Vi/iStock Editorial via Getty Images\nPalantir's (PLTR) shares are up 20% in the last month alone but the rally could still continue. Latest data reveals that short interest in Palantir declined by 23.8% in the latest cycle alone. This suggests that a broad swath of market participants isn't buying into the bearish narratives surrounding the company, perceive its stock to be fairly valued and perhaps even anticipate it to rally going forward. This development should come across as an encouraging sign for the company's long-side investors. Let's take a closer look at it all.\nThe Data\nI'd like to start by explaining the term \"short interest\" for the uninitiated. It's essentially the total number of short positions that are open against any given stock. A sharp rise in the metric indicates that traders grew bearish on the concerned company, and actively initiated short positions against it. Conversely, a sharp decline in the metric indicates that traders actively wound up their short positions either perhaps because they anticipate the stock to bottom out and/or rally going forward. So, the short interest is a useful tool to gauge the Street's ever-evolving market sentiment.\nIn Palantir's case, its short interest at the end of the latest data cycle stood at 52.3 million, sharply down by 23.8% on a sequential basis. Although Palantir's short interest figure isn't at its all-time low yet, the pace of its recent decline, however, is certainly one of the fastest in the company's brief history since its direct listing last year. For the record, Palantir has over 1.8 billion shares outstanding which means that about 2.8% of its entire share total had been shorted. Also, the short interest data is for the cycle spanning from early June to mid-June, and the data wasreleasedon Thursday.\n\nNext, I wanted to confirm if other software application companies also registered a sharp reduction in their short interest figures, or was Palantir an anomaly in its peer group. So, to get a broader perspective on its industry, I pulled the short interest figures for about 100 software application stocks listed in the US. Interestingly, 55% of these stocks registered a net reduction in their short interest figures, of varying magnitudes of course, which points to an industry-wide short unwinding.\n(Source: BusinessQuant.com, Wsj.com)\nMoreover, the median short interest decline was 1.9%, whereas Palantir's short interest declined by a far more significant 23.8% during the same data cycle. In fact, there were just 6 other stocks in our study group, which saw their short interest decline in excess of 23.8%. This conclusively shows that market participants were far too active with unwinding their short positions in Palantir.\nBut this leads us to an important question - why are market participants so cautious with shorting Palantir in the first place?\nCautious for Good Reason\nAs I've explained in my prior articles, Palantir has several initiatives at play which could collectively catapult its growth in 2021-22. These initiatives include itstransitionto a customer-friendly payment model to boost commercial sales, offeringfree trialsto major companies to expand its sales funnel and expanding itssales teamto revamp its outbound marketing function. We won't be discussing the same points again to avoid being repetitive, but the takeaway here is that since Palantir is undertaking several growth initiatives, it makes for a risky short bet for the time being at least.\nBut don't take my word for it.\nThe community of professional analysts is realizing Palantir's growth potential and raising their revenue estimates for its current fiscal year. They've raised their FY21 revenue estimates by about 5% so far since mid-January and there's no telling how many of such upward revenue revisions are still in store for the remainder of Palantir's FY21. This bullish uncertainty presents an unfavorable risk-reward ratio for short-side market participants and explains why short interest in Palantir continues to decline.\n\nThere's another point to consider here, that nobody seems to be talking about. Palantir has won several COVID-19 tracking-related contracts (such ashere,here,here,hereandhere) over the last 12 - 15 months as government agencies across the globe grappled to control the spread and tried to better manage their resources. With COVID-19 said to be making a fierce comeback with thedelta variant, I contend that Palantir could experience a similar order windfall this year, from proactive government agencies, which could boost the company's government sales along the way.\nLastly, several commenters argue that Palantir's shares are trading at a premium and are due for a sharp correction. Its shares are trading at about 34-times trailing twelve-month sales so it's understandable why many might think that the stock is overvalued. But I believe the problem with this approach is that we're not factoring in industry-wide trading multiples or Palantir's revenue growth rate, compared to its peers.\nSo, to put things in perspective, I compiled the revenue growth rates and price-to-sales (or P/S) multiples for over 320 software infrastructure and software application stocks that are currently listed on US exchanges. Next, I benchmarked these industry groups based on Palantir's revenue growth rate and its P/S multiple. As it turns out, over 90% of Palantir's peers have a slower revenue growth and/or are trading at higher trading multiples. This suggests that Palantir's higher pace of growth justifies its price premium and that the bearish concerns regarding its valuations, are exaggerated.\n(Source: Business Quant.com)\nFinal Thoughts\nI'd like to point to readers that fluctuations in short interest figures don't always impact the underlying stock prices. This data is based on short positions that were open at a prior cut-off date and investors with a long-term time horizon should, at best, use it to corroborate their bull or bear thesis.\nHaving said that, if the bearish narratives surrounding Palantir held any merit, or posed a legitimate risk to its share price, a broad swath of market participants would've actively shorted the stock to profit off of this near-certain eventuality. But that didn't happen and its short interest declined instead, that too by a significant amount.\nThis active short unwinding indicates that market participants are uncomfortable in shorting the stock at current levels. This should come across as a reassuring sign for the company's long-side shareholders. The stock seems to be fairly valued and has the potential to rally further. Good Luck!","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124633976,"gmtCreate":1624761401995,"gmtModify":1631883816617,"author":{"id":"3586340560570750","authorId":"3586340560570750","name":"10f6e09","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586340560570750","idStr":"3586340560570750"},"themes":[],"htmlText":"https://www.laohu8.com/m/news/1137119316?lang=en_us&amp;invite=V4NKEY","listText":"https://www.laohu8.com/m/news/1137119316?lang=en_us&amp;invite=V4NKEY","text":"https://www.laohu8.com/m/news/1137119316?lang=en_us&invite=V4NKEY","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/124633976","isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":125160432,"gmtCreate":1624664509826,"gmtModify":1631883816630,"author":{"id":"3586340560570750","authorId":"3586340560570750","name":"10f6e09","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586340560570750","idStr":"3586340560570750"},"themes":[],"htmlText":"https://www.laohu8.com/m/news/1119853713?lang=en_us&amp;invite=V4NKEY","listText":"https://www.laohu8.com/m/news/1119853713?lang=en_us&amp;invite=V4NKEY","text":"https://www.laohu8.com/m/news/1119853713?lang=en_us&invite=V4NKEY","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/125160432","isVote":1,"tweetType":1,"viewCount":498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":128253383,"gmtCreate":1624520270542,"gmtModify":1631883816643,"author":{"id":"3586340560570750","authorId":"3586340560570750","name":"10f6e09","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586340560570750","idStr":"3586340560570750"},"themes":[],"htmlText":"great","listText":"great","text":"great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/128253383","repostId":"1172430798","repostType":4,"repost":{"id":"1172430798","kind":"news","pubTimestamp":1624519373,"share":"https://www.laohu8.com/m/news/1172430798?lang=zh_CN&edition=full","pubTime":"2021-06-24 15:22","market":"us","language":"en","title":"Siemens Raises Profit Targets, Plans $3.6 Billion Share Buyback<blockquote>西门子提高利润目标，计划回购36亿美元股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1172430798","media":"Bloomberg","summary":"(Bloomberg) -- Siemens AG raised financial targets and announced its first share buyback since 2015 ","content":"<p>(Bloomberg) -- Siemens AG raised financial targets and announced its first share buyback since 2015 as the Germany industrial giant’s new chief executive officer pivots toward software to boost shareholder returns.</p><p><blockquote>（彭博社）——西门子公司提高了财务目标，并宣布了自2015年以来的首次股票回购，这家德国工业巨头的新任首席执行官转向软件以提高股东回报。</blockquote></p><p> Siemens will buy back as much as 3 billion euros ($3.6 billion) of shares over a five-year period starting from next year, the Munich-based manufacturer said Thursday in a statement. The company also hiked targets for revenue and profit over its three- to five-year business cycle with an expected boost to earnings per share of just under 10% annually.</p><p><blockquote>总部位于慕尼黑的制造商西门子周四在一份声明中表示，从明年开始，西门子将在五年内回购高达30亿欧元（36亿美元）的股票。该公司还提高了三到五年商业周期的收入和利润目标，预计每股收益每年将增长略低于10%。</blockquote></p><p> “Digitalization, automation and sustainability are growth engines for our business,” CEO Roland Busch said in the statement accompanying a capital markets day. “As a focused technology company, we want to strengthen our position in all our markets.”</p><p><blockquote>“数字化、自动化和可持续发展是我们业务的增长引擎，”首席执行官罗兰·布希(Roland Busch)在资本市场日随附的声明中表示。“作为一家专注的科技公司，我们希望加强我们在所有市场的地位。”</blockquote></p><p> Siemens said it’s targeting acquisitions to break into “highly attractive” new markets “adjacent” to its existing businesses that offer as much as 120 billion euros in potential revenue. In May, the company agreed to pay $700 million to buy supply-chain management firm SupplyFrame Inc. that provides intelligence on factory outages and material-cost changes.</p><p><blockquote>西门子表示，其收购目标是打入与其现有业务“相邻”的“极具吸引力”的新市场，这些业务可提供高达1200亿欧元的潜在收入。今年5月，该公司同意斥资7亿美元收购供应链管理公司SupplyFrame Inc.，该公司提供有关工厂停电和材料成本变化的情报。</blockquote></p><p> The new financial goals and share buyback mark the first significant step by Busch, 56, who took the helm in February to succeed long-term leader Joe Kaeser. After an era marked by spin offs and disposals that streamlined Siemens’ conglomerate structure, Busch is working to boost profitability and close a valuation gap with rivals -- a feat that eluded his predecessor.</p><p><blockquote>新的财务目标和股票回购标志着56岁的Busch迈出了重要的第一步，他于2月份接替长期领导者Joe Kaeser。在经历了一个以分拆和处置为标志、精简西门子集团结构的时代之后，布希正在努力提高盈利能力并缩小与竞争对手的估值差距——这是他的前任未能实现的壮举。</blockquote></p><p> While the company’s share price has gained amid the spinoffs of Siemens Healthineers AG and Siemens Energy AG, profit margins continue to lag those of competitors like Schneider Electric SE. In May, Siemens increased its earnings guidance for the year on the back of a booming Chinese economy and a recovery in the global automotive sector.</p><p><blockquote>尽管该公司的股价在西门子医疗公司和西门子能源公司的分拆中有所上涨，但利润率仍然落后于施耐德电气公司等竞争对手。今年5月，在中国经济蓬勃发展和全球汽车行业复苏的背景下，西门子上调了今年的盈利指引。</blockquote></p><p> The manufacturer serving customers in transportation, healthcare and infrastructure is also betting on growing demand for so-called software-as-a-service offerings to spur higher recurring revenues than the hardware-based products that made the firm a byword for German engineering prowess. At the capital market day, Siemens said software revenue of 5.3 billion euros in fiscal 2020 is expected to grow at a compound annual rate of around 10% over the business cycle until 2025.</p><p><blockquote>这家为交通、医疗保健和基础设施客户提供服务的制造商还押注于对所谓软件即服务产品不断增长的需求，以刺激比基于硬件的产品更高的经常性收入，而基于硬件的产品使该公司成为德国工程实力的代名词。在资本市场日上，西门子表示，2020财年53亿欧元的软件收入预计将在2025年之前的商业周期中以10%左右的复合年增长率增长。</blockquote></p><p> Siemens also raised profit targets for its Smart Infrastructure unit, a division that makes systems for controlling power grids, traffic and buildings, and its Mobility business, which makes trains as well as related software and equipment.</p><p><blockquote>西门子还提高了其智能基础设施部门及其移动业务的利润目标，该部门生产控制电网、交通和建筑的系统，该部门生产火车以及相关软件和设备。</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>Siemens Raises Profit Targets, Plans $3.6 Billion Share Buyback<blockquote>西门子提高利润目标，计划回购36亿美元股票</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\">\nSiemens Raises Profit Targets, Plans $3.6 Billion Share Buyback<blockquote>西门子提高利润目标，计划回购36亿美元股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Bloomberg</strong><span class=\"h-time small\">2021-06-24 15:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Bloomberg) -- Siemens AG raised financial targets and announced its first share buyback since 2015 as the Germany industrial giant’s new chief executive officer pivots toward software to boost shareholder returns.</p><p><blockquote>（彭博社）——西门子公司提高了财务目标，并宣布了自2015年以来的首次股票回购，这家德国工业巨头的新任首席执行官转向软件以提高股东回报。</blockquote></p><p> Siemens will buy back as much as 3 billion euros ($3.6 billion) of shares over a five-year period starting from next year, the Munich-based manufacturer said Thursday in a statement. The company also hiked targets for revenue and profit over its three- to five-year business cycle with an expected boost to earnings per share of just under 10% annually.</p><p><blockquote>总部位于慕尼黑的制造商西门子周四在一份声明中表示，从明年开始，西门子将在五年内回购高达30亿欧元（36亿美元）的股票。该公司还提高了三到五年商业周期的收入和利润目标，预计每股收益每年将增长略低于10%。</blockquote></p><p> “Digitalization, automation and sustainability are growth engines for our business,” CEO Roland Busch said in the statement accompanying a capital markets day. “As a focused technology company, we want to strengthen our position in all our markets.”</p><p><blockquote>“数字化、自动化和可持续发展是我们业务的增长引擎，”首席执行官罗兰·布希(Roland Busch)在资本市场日随附的声明中表示。“作为一家专注的科技公司，我们希望加强我们在所有市场的地位。”</blockquote></p><p> Siemens said it’s targeting acquisitions to break into “highly attractive” new markets “adjacent” to its existing businesses that offer as much as 120 billion euros in potential revenue. In May, the company agreed to pay $700 million to buy supply-chain management firm SupplyFrame Inc. that provides intelligence on factory outages and material-cost changes.</p><p><blockquote>西门子表示，其收购目标是打入与其现有业务“相邻”的“极具吸引力”的新市场，这些业务可提供高达1200亿欧元的潜在收入。今年5月，该公司同意斥资7亿美元收购供应链管理公司SupplyFrame Inc.，该公司提供有关工厂停电和材料成本变化的情报。</blockquote></p><p> The new financial goals and share buyback mark the first significant step by Busch, 56, who took the helm in February to succeed long-term leader Joe Kaeser. After an era marked by spin offs and disposals that streamlined Siemens’ conglomerate structure, Busch is working to boost profitability and close a valuation gap with rivals -- a feat that eluded his predecessor.</p><p><blockquote>新的财务目标和股票回购标志着56岁的Busch迈出了重要的第一步，他于2月份接替长期领导者Joe Kaeser。在经历了一个以分拆和处置为标志、精简西门子集团结构的时代之后，布希正在努力提高盈利能力并缩小与竞争对手的估值差距——这是他的前任未能实现的壮举。</blockquote></p><p> While the company’s share price has gained amid the spinoffs of Siemens Healthineers AG and Siemens Energy AG, profit margins continue to lag those of competitors like Schneider Electric SE. In May, Siemens increased its earnings guidance for the year on the back of a booming Chinese economy and a recovery in the global automotive sector.</p><p><blockquote>尽管该公司的股价在西门子医疗公司和西门子能源公司的分拆中有所上涨，但利润率仍然落后于施耐德电气公司等竞争对手。今年5月，在中国经济蓬勃发展和全球汽车行业复苏的背景下，西门子上调了今年的盈利指引。</blockquote></p><p> The manufacturer serving customers in transportation, healthcare and infrastructure is also betting on growing demand for so-called software-as-a-service offerings to spur higher recurring revenues than the hardware-based products that made the firm a byword for German engineering prowess. At the capital market day, Siemens said software revenue of 5.3 billion euros in fiscal 2020 is expected to grow at a compound annual rate of around 10% over the business cycle until 2025.</p><p><blockquote>这家为交通、医疗保健和基础设施客户提供服务的制造商还押注于对所谓软件即服务产品不断增长的需求，以刺激比基于硬件的产品更高的经常性收入，而基于硬件的产品使该公司成为德国工程实力的代名词。在资本市场日上，西门子表示，2020财年53亿欧元的软件收入预计将在2025年之前的商业周期中以10%左右的复合年增长率增长。</blockquote></p><p> Siemens also raised profit targets for its Smart Infrastructure unit, a division that makes systems for controlling power grids, traffic and buildings, and its Mobility business, which makes trains as well as related software and equipment.</p><p><blockquote>西门子还提高了其智能基础设施部门及其移动业务的利润目标，该部门生产控制电网、交通和建筑的系统，该部门生产火车以及相关软件和设备。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/siemens-raises-profit-targets-plans-064500818.html\">Bloomberg</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SIEGY":"西门子"},"source_url":"https://finance.yahoo.com/news/siemens-raises-profit-targets-plans-064500818.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172430798","content_text":"(Bloomberg) -- Siemens AG raised financial targets and announced its first share buyback since 2015 as the Germany industrial giant’s new chief executive officer pivots toward software to boost shareholder returns.\nSiemens will buy back as much as 3 billion euros ($3.6 billion) of shares over a five-year period starting from next year, the Munich-based manufacturer said Thursday in a statement. The company also hiked targets for revenue and profit over its three- to five-year business cycle with an expected boost to earnings per share of just under 10% annually.\n“Digitalization, automation and sustainability are growth engines for our business,” CEO Roland Busch said in the statement accompanying a capital markets day. “As a focused technology company, we want to strengthen our position in all our markets.”\nSiemens said it’s targeting acquisitions to break into “highly attractive” new markets “adjacent” to its existing businesses that offer as much as 120 billion euros in potential revenue. In May, the company agreed to pay $700 million to buy supply-chain management firm SupplyFrame Inc. that provides intelligence on factory outages and material-cost changes.\nThe new financial goals and share buyback mark the first significant step by Busch, 56, who took the helm in February to succeed long-term leader Joe Kaeser. After an era marked by spin offs and disposals that streamlined Siemens’ conglomerate structure, Busch is working to boost profitability and close a valuation gap with rivals -- a feat that eluded his predecessor.\nWhile the company’s share price has gained amid the spinoffs of Siemens Healthineers AG and Siemens Energy AG, profit margins continue to lag those of competitors like Schneider Electric SE. In May, Siemens increased its earnings guidance for the year on the back of a booming Chinese economy and a recovery in the global automotive sector.\nThe manufacturer serving customers in transportation, healthcare and infrastructure is also betting on growing demand for so-called software-as-a-service offerings to spur higher recurring revenues than the hardware-based products that made the firm a byword for German engineering prowess. At the capital market day, Siemens said software revenue of 5.3 billion euros in fiscal 2020 is expected to grow at a compound annual rate of around 10% over the business cycle until 2025.\nSiemens also raised profit targets for its Smart Infrastructure unit, a division that makes systems for controlling power grids, traffic and buildings, and its Mobility business, which makes trains as well as related software and equipment.","news_type":1,"symbols_score_info":{"SIEGY":0.9}},"isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":845830573,"gmtCreate":1636327195013,"gmtModify":1636327195201,"author":{"id":"3586340560570750","authorId":"3586340560570750","name":"10f6e09","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586340560570750","idStr":"3586340560570750"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/845830573","repostId":"2181238097","repostType":4,"isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873857803,"gmtCreate":1636932488077,"gmtModify":1636932488155,"author":{"id":"3586340560570750","authorId":"3586340560570750","name":"10f6e09","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586340560570750","idStr":"3586340560570750"},"themes":[],"htmlText":"i 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href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>😌🤷🏻","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>😌🤷🏻","text":"$Apple(AAPL)$😌🤷🏻","images":[{"img":"https://static.tigerbbs.com/d78f195377622842499873e77894c2b3","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/844682167","isVote":1,"tweetType":1,"viewCount":2391,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":879974625,"gmtCreate":1636679618115,"gmtModify":1636679646188,"author":{"id":"3586340560570750","authorId":"3586340560570750","name":"10f6e09","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586340560570750","idStr":"3586340560570750"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CFA.SI\">$NikkoAM-STC Asia REIT(CFA.SI)$</a>📈","listText":"<a href=\"https://laohu8.com/S/CFA.SI\">$NikkoAM-STC Asia REIT(CFA.SI)$</a>📈","text":"$NikkoAM-STC Asia REIT(CFA.SI)$📈","images":[{"img":"https://static.tigerbbs.com/53723acf3456b8bd6919fffab8e131c6","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/879974625","isVote":1,"tweetType":1,"viewCount":2933,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":879975823,"gmtCreate":1636679556538,"gmtModify":1636679642806,"author":{"id":"3586340560570750","authorId":"3586340560570750","name":"10f6e09","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586340560570750","idStr":"3586340560570750"},"themes":[],"htmlText":"ok lor","listText":"ok lor","text":"ok lor","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879975823","repostId":"1174358718","repostType":4,"isVote":1,"tweetType":1,"viewCount":2023,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":150115313,"gmtCreate":1624889546932,"gmtModify":1631883816609,"author":{"id":"3586340560570750","authorId":"3586340560570750","name":"10f6e09","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586340560570750","idStr":"3586340560570750"},"themes":[],"htmlText":"📈📈","listText":"📈📈","text":"📈📈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150115313","repostId":"1105982179","repostType":4,"repost":{"id":"1105982179","kind":"news","pubTimestamp":1624889210,"share":"https://www.laohu8.com/m/news/1105982179?lang=zh_CN&edition=full","pubTime":"2021-06-28 22:06","market":"us","language":"en","title":"Palantir: The Mass Exodus<blockquote>Palantir：大规模外流</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1105982179","media":"seekingalpha","summary":"Summary\n\nShort interest in Palantir dropped by 23.8% in the latest cycle.\nEven though Palantir conti","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Short interest in Palantir dropped by 23.8% in the latest cycle.</li>  <li>Even though Palantir continues to be surrounded by bearish narratives, market participants don't seem to be comfortable with shorting the stock.</li>  <li>The stock could rally further.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16279727ada0c46eb4d43744da02d1cc\" tg-width=\"768\" tg-height=\"512\"><span>Michael Vi/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>Palantir的空头兴趣在最新周期中下降了23.8%。</li><li>尽管Palantir继续被看跌言论所包围，但市场参与者似乎并不愿意做空该股。</li><li>该股可能会进一步上涨。</li></ul><p class=\"t-img-caption\"><span>Michael Vi/iStock社论来自Getty Images</span></p></blockquote></p><p> Palantir's (PLTR) shares are up 20% in the last month alone but the rally could still continue. Latest data reveals that short interest in Palantir declined by 23.8% in the latest cycle alone. This suggests that a broad swath of market participants isn't buying into the bearish narratives surrounding the company, perceive its stock to be fairly valued and perhaps even anticipate it to rally going forward. This development should come across as an encouraging sign for the company's long-side investors. Let's take a closer look at it all.</p><p><blockquote>Palantir(PLTR)的股价仅上个月就上涨了20%，但涨势仍可能持续。最新数据显示，仅在最近一个周期中，Palantir的空头兴趣就下降了23.8%。这表明，广大市场参与者并不相信围绕该公司的看跌言论，认为其股票估值合理，甚至可能预计其未来会上涨。对于该公司的多头投资者来说，这一进展应该是一个令人鼓舞的迹象。让我们仔细看看这一切。</blockquote></p><p> <b>The Data</b></p><p><blockquote><b>数据</b></blockquote></p><p> I'd like to start by explaining the term \"short interest\" for the uninitiated. It's essentially the total number of short positions that are open against any given stock. A sharp rise in the metric indicates that traders grew bearish on the concerned company, and actively initiated short positions against it. Conversely, a sharp decline in the metric indicates that traders actively wound up their short positions either perhaps because they anticipate the stock to bottom out and/or rally going forward. So, the short interest is a useful tool to gauge the Street's ever-evolving market sentiment.</p><p><blockquote>我想首先为门外汉解释一下“空头利息”这个术语。它本质上是针对任何给定股票的空头头寸的总数。该指标的急剧上升表明交易者对相关公司变得看跌，并积极建立针对该公司的空头头寸。相反，该指标的急剧下降表明交易者积极平仓空头头寸，可能是因为他们预计股票将触底和/或未来反弹。因此，空头利息是衡量华尔街不断变化的市场情绪的有用工具。</blockquote></p><p> In Palantir's case, its short interest at the end of the latest data cycle stood at 52.3 million, sharply down by 23.8% on a sequential basis. Although Palantir's short interest figure isn't at its all-time low yet, the pace of its recent decline, however, is certainly one of the fastest in the company's brief history since its direct listing last year. For the record, Palantir has over 1.8 billion shares outstanding which means that about 2.8% of its entire share total had been shorted. Also, the short interest data is for the cycle spanning from early June to mid-June, and the data wasreleasedon Thursday.</p><p><blockquote>以Palantir为例，在最新数据周期结束时，其空头利息为5230万，环比大幅下降23.8%。尽管Palantir的空头利息数字尚未达到历史低点，但其最近的下降速度无疑是该公司自去年直接上市以来短暂历史上最快的下降速度之一。根据记录，Palantir拥有超过18亿股已发行股票，这意味着其全部股票总数的约2.8%已被做空。此外，空头利息数据适用于6月初至6月中旬的周期，该数据于周四发布。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/95e4623fda1d9079a2699b57d4ee0f42\" tg-width=\"637\" tg-height=\"450\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Next, I wanted to confirm if other software application companies also registered a sharp reduction in their short interest figures, or was Palantir an anomaly in its peer group. So, to get a broader perspective on its industry, I pulled the short interest figures for about 100 software application stocks listed in the US. Interestingly, 55% of these stocks registered a net reduction in their short interest figures, of varying magnitudes of course, which points to an industry-wide short unwinding.</p><p><blockquote>接下来，我想确认其他软件应用公司的空头利息数字是否也大幅下降，或者Palantir是否是同行中的异常现象。因此，为了更广泛地了解其行业，我提取了大约100只在美国上市的软件应用股票的空头利息数据。有趣的是，这些股票中有55%的空头利息数字出现净减少，当然幅度各不相同，这表明全行业的空头平仓。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/091feec9aa17f821d01f34a7b46bb2bb\" tg-width=\"610\" tg-height=\"506\"><span>(Source: BusinessQuant.com, Wsj.com)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：BusinessQuant.com、Wsj.com）</span></p></blockquote></p><p> Moreover, the median short interest decline was 1.9%, whereas Palantir's short interest declined by a far more significant 23.8% during the same data cycle. In fact, there were just 6 other stocks in our study group, which saw their short interest decline in excess of 23.8%. This conclusively shows that market participants were far too active with unwinding their short positions in Palantir.</p><p><blockquote>此外，空头利息下降中位数为1.9%，而Palantir的空头利息在同一数据周期内下降幅度要大得多，为23.8%。事实上，我们的研究小组中只有其他6只股票的空头利息下降超过23.8%。这最终表明市场参与者在平仓Palantir空头头寸方面过于积极。</blockquote></p><p> But this leads us to an important question - why are market participants so cautious with shorting Palantir in the first place?</p><p><blockquote>但这给我们带来了一个重要的问题——为什么市场参与者首先对做空Palantir如此谨慎？</blockquote></p><p> <b>Cautious for Good Reason</b></p><p><blockquote><b>谨慎是有充分理由的</b></blockquote></p><p> As I've explained in my prior articles, Palantir has several initiatives at play which could collectively catapult its growth in 2021-22. These initiatives include itstransitionto a customer-friendly payment model to boost commercial sales, offeringfree trialsto major companies to expand its sales funnel and expanding itssales teamto revamp its outbound marketing function. We won't be discussing the same points again to avoid being repetitive, but the takeaway here is that since Palantir is undertaking several growth initiatives, it makes for a risky short bet for the time being at least.</p><p><blockquote>正如我在之前的文章中所解释的，Palantir有几项举措正在发挥作用，这些举措可能会共同推动其在2021-22年的增长。这些举措包括向客户友好的支付模式过渡以促进商业销售、向大公司提供免费试用以扩大其销售渠道以及扩大其销售团队以改造其对外营销职能。为了避免重复，我们不会再次讨论相同的观点，但这里的要点是，由于Palantir正在采取多项增长举措，因此至少目前是一个有风险的空头押注。</blockquote></p><p> But don't take my word for it.</p><p><blockquote>但别相信我的话。</blockquote></p><p> The community of professional analysts is realizing Palantir's growth potential and raising their revenue estimates for its current fiscal year. They've raised their FY21 revenue estimates by about 5% so far since mid-January and there's no telling how many of such upward revenue revisions are still in store for the remainder of Palantir's FY21. This bullish uncertainty presents an unfavorable risk-reward ratio for short-side market participants and explains why short interest in Palantir continues to decline.</p><p><blockquote>专业分析师群体正在认识到Palantir的增长潜力，并提高了本财年的收入预期。自1月中旬以来，他们已将2021财年收入预期上调了约5%，目前尚不清楚Palantir 2021财年剩余时间内仍有多少此类收入上调。这种看涨的不确定性给空头市场参与者带来了不利的风险回报比，并解释了为什么对Palantir的空头兴趣持续下降。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/74bccdf90ceb880c1a3edddad8743a1e\" tg-width=\"636\" tg-height=\"419\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p><p> There's another point to consider here, that nobody seems to be talking about. Palantir has won several COVID-19 tracking-related contracts (such ashere,here,here,hereandhere) over the last 12 - 15 months as government agencies across the globe grappled to control the spread and tried to better manage their resources. With COVID-19 said to be making a fierce comeback with thedelta variant, I contend that Palantir could experience a similar order windfall this year, from proactive government agencies, which could boost the company's government sales along the way.</p><p><blockquote>这里还有一点需要考虑，似乎没有人谈论。随着全球各地的政府机构努力控制传播并试图更好地管理其资源，Palantir在过去12-15个月内赢得了多份与COVID-19跟踪相关的合同（例如here、here、here、here和here）。据说COVID-19将凭借Delta变体卷土重来，我认为Palantir今年可能会从积极主动的政府机构获得类似的订单意外之财，这可能会提高该公司的政府销售额。</blockquote></p><p> Lastly, several commenters argue that Palantir's shares are trading at a premium and are due for a sharp correction. Its shares are trading at about 34-times trailing twelve-month sales so it's understandable why many might think that the stock is overvalued. But I believe the problem with this approach is that we're not factoring in industry-wide trading multiples or Palantir's revenue growth rate, compared to its peers.</p><p><blockquote>最后，一些评论者认为Palantir的股票交易价格溢价，预计将大幅调整。其股价目前约为过去12个月销售额的34倍，因此可以理解为什么许多人可能认为该股被高估。但我认为这种方法的问题在于，与同行相比，我们没有考虑全行业的交易倍数或Palantir的收入增长率。</blockquote></p><p> So, to put things in perspective, I compiled the revenue growth rates and price-to-sales (or P/S) multiples for over 320 software infrastructure and software application stocks that are currently listed on US exchanges. Next, I benchmarked these industry groups based on Palantir's revenue growth rate and its P/S multiple. As it turns out, over 90% of Palantir's peers have a slower revenue growth and/or are trading at higher trading multiples. This suggests that Palantir's higher pace of growth justifies its price premium and that the bearish concerns regarding its valuations, are exaggerated.</p><p><blockquote>因此，为了正确看待事情，我编制了目前在美国交易所上市的320多只软件基础设施和软件应用股票的收入增长率和市销率（或P/S）倍数。接下来，我根据Palantir的收入增长率及其市盈率倍数对这些行业群体进行了基准测试。事实证明，超过90%的Palantir同行收入增长较慢和/或交易倍数较高。这表明Palantir较高的增长速度证明了其溢价的合理性，并且对其估值的看跌担忧被夸大了。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fefb171f61438817b747d6a50fff8133\" tg-width=\"640\" tg-height=\"414\"><span>(Source: Business Quant.com)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：商量网）</span></p></blockquote></p><p> <b>Final Thoughts</b></p><p><blockquote><b>最后的想法</b></blockquote></p><p> I'd like to point to readers that fluctuations in short interest figures don't always impact the underlying stock prices. This data is based on short positions that were open at a prior cut-off date and investors with a long-term time horizon should, at best, use it to corroborate their bull or bear thesis.</p><p><blockquote>我想向读者指出，空头利息数据的波动并不总是会影响标的股票价格。该数据基于在之前截止日期开立的空头头寸，具有长期视野的投资者充其量应该用它来证实他们的牛市或熊市论点。</blockquote></p><p> Having said that, if the bearish narratives surrounding Palantir held any merit, or posed a legitimate risk to its share price, a broad swath of market participants would've actively shorted the stock to profit off of this near-certain eventuality. But that didn't happen and its short interest declined instead, that too by a significant amount.</p><p><blockquote>话虽如此，如果围绕Palantir的看跌言论有任何价值，或者对其股价构成合理的风险，那么大量市场参与者就会积极做空该股，以从这种几乎确定的可能性中获利。但这种情况并没有发生，其空头兴趣反而下降了，而且下降幅度也很大。</blockquote></p><p> This active short unwinding indicates that market participants are uncomfortable in shorting the stock at current levels. This should come across as a reassuring sign for the company's long-side shareholders. The stock seems to be fairly valued and has the potential to rally further. Good Luck!</p><p><blockquote>这种积极的空头平仓表明市场参与者对在当前水平做空股票感到不舒服。对于公司的多头股东来说，这应该是一个令人放心的信号。该股似乎估值合理，并有进一步上涨的潜力。祝你好运！</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: The Mass Exodus<blockquote>Palantir：大规模外流</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: The Mass Exodus<blockquote>Palantir：大规模外流</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-06-28 22:06</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>Short interest in Palantir dropped by 23.8% in the latest cycle.</li>  <li>Even though Palantir continues to be surrounded by bearish narratives, market participants don't seem to be comfortable with shorting the stock.</li>  <li>The stock could rally further.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16279727ada0c46eb4d43744da02d1cc\" tg-width=\"768\" tg-height=\"512\"><span>Michael Vi/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>Palantir的空头兴趣在最新周期中下降了23.8%。</li><li>尽管Palantir继续被看跌言论所包围，但市场参与者似乎并不愿意做空该股。</li><li>该股可能会进一步上涨。</li></ul><p class=\"t-img-caption\"><span>Michael Vi/iStock社论来自Getty Images</span></p></blockquote></p><p> Palantir's (PLTR) shares are up 20% in the last month alone but the rally could still continue. Latest data reveals that short interest in Palantir declined by 23.8% in the latest cycle alone. This suggests that a broad swath of market participants isn't buying into the bearish narratives surrounding the company, perceive its stock to be fairly valued and perhaps even anticipate it to rally going forward. This development should come across as an encouraging sign for the company's long-side investors. Let's take a closer look at it all.</p><p><blockquote>Palantir(PLTR)的股价仅上个月就上涨了20%，但涨势仍可能持续。最新数据显示，仅在最近一个周期中，Palantir的空头兴趣就下降了23.8%。这表明，广大市场参与者并不相信围绕该公司的看跌言论，认为其股票估值合理，甚至可能预计其未来会上涨。对于该公司的多头投资者来说，这一进展应该是一个令人鼓舞的迹象。让我们仔细看看这一切。</blockquote></p><p> <b>The Data</b></p><p><blockquote><b>数据</b></blockquote></p><p> I'd like to start by explaining the term \"short interest\" for the uninitiated. It's essentially the total number of short positions that are open against any given stock. A sharp rise in the metric indicates that traders grew bearish on the concerned company, and actively initiated short positions against it. Conversely, a sharp decline in the metric indicates that traders actively wound up their short positions either perhaps because they anticipate the stock to bottom out and/or rally going forward. So, the short interest is a useful tool to gauge the Street's ever-evolving market sentiment.</p><p><blockquote>我想首先为门外汉解释一下“空头利息”这个术语。它本质上是针对任何给定股票的空头头寸的总数。该指标的急剧上升表明交易者对相关公司变得看跌，并积极建立针对该公司的空头头寸。相反，该指标的急剧下降表明交易者积极平仓空头头寸，可能是因为他们预计股票将触底和/或未来反弹。因此，空头利息是衡量华尔街不断变化的市场情绪的有用工具。</blockquote></p><p> In Palantir's case, its short interest at the end of the latest data cycle stood at 52.3 million, sharply down by 23.8% on a sequential basis. Although Palantir's short interest figure isn't at its all-time low yet, the pace of its recent decline, however, is certainly one of the fastest in the company's brief history since its direct listing last year. For the record, Palantir has over 1.8 billion shares outstanding which means that about 2.8% of its entire share total had been shorted. Also, the short interest data is for the cycle spanning from early June to mid-June, and the data wasreleasedon Thursday.</p><p><blockquote>以Palantir为例，在最新数据周期结束时，其空头利息为5230万，环比大幅下降23.8%。尽管Palantir的空头利息数字尚未达到历史低点，但其最近的下降速度无疑是该公司自去年直接上市以来短暂历史上最快的下降速度之一。根据记录，Palantir拥有超过18亿股已发行股票，这意味着其全部股票总数的约2.8%已被做空。此外，空头利息数据适用于6月初至6月中旬的周期，该数据于周四发布。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/95e4623fda1d9079a2699b57d4ee0f42\" tg-width=\"637\" tg-height=\"450\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Next, I wanted to confirm if other software application companies also registered a sharp reduction in their short interest figures, or was Palantir an anomaly in its peer group. So, to get a broader perspective on its industry, I pulled the short interest figures for about 100 software application stocks listed in the US. Interestingly, 55% of these stocks registered a net reduction in their short interest figures, of varying magnitudes of course, which points to an industry-wide short unwinding.</p><p><blockquote>接下来，我想确认其他软件应用公司的空头利息数字是否也大幅下降，或者Palantir是否是同行中的异常现象。因此，为了更广泛地了解其行业，我提取了大约100只在美国上市的软件应用股票的空头利息数据。有趣的是，这些股票中有55%的空头利息数字出现净减少，当然幅度各不相同，这表明全行业的空头平仓。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/091feec9aa17f821d01f34a7b46bb2bb\" tg-width=\"610\" tg-height=\"506\"><span>(Source: BusinessQuant.com, Wsj.com)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：BusinessQuant.com、Wsj.com）</span></p></blockquote></p><p> Moreover, the median short interest decline was 1.9%, whereas Palantir's short interest declined by a far more significant 23.8% during the same data cycle. In fact, there were just 6 other stocks in our study group, which saw their short interest decline in excess of 23.8%. This conclusively shows that market participants were far too active with unwinding their short positions in Palantir.</p><p><blockquote>此外，空头利息下降中位数为1.9%，而Palantir的空头利息在同一数据周期内下降幅度要大得多，为23.8%。事实上，我们的研究小组中只有其他6只股票的空头利息下降超过23.8%。这最终表明市场参与者在平仓Palantir空头头寸方面过于积极。</blockquote></p><p> But this leads us to an important question - why are market participants so cautious with shorting Palantir in the first place?</p><p><blockquote>但这给我们带来了一个重要的问题——为什么市场参与者首先对做空Palantir如此谨慎？</blockquote></p><p> <b>Cautious for Good Reason</b></p><p><blockquote><b>谨慎是有充分理由的</b></blockquote></p><p> As I've explained in my prior articles, Palantir has several initiatives at play which could collectively catapult its growth in 2021-22. These initiatives include itstransitionto a customer-friendly payment model to boost commercial sales, offeringfree trialsto major companies to expand its sales funnel and expanding itssales teamto revamp its outbound marketing function. We won't be discussing the same points again to avoid being repetitive, but the takeaway here is that since Palantir is undertaking several growth initiatives, it makes for a risky short bet for the time being at least.</p><p><blockquote>正如我在之前的文章中所解释的，Palantir有几项举措正在发挥作用，这些举措可能会共同推动其在2021-22年的增长。这些举措包括向客户友好的支付模式过渡以促进商业销售、向大公司提供免费试用以扩大其销售渠道以及扩大其销售团队以改造其对外营销职能。为了避免重复，我们不会再次讨论相同的观点，但这里的要点是，由于Palantir正在采取多项增长举措，因此至少目前是一个有风险的空头押注。</blockquote></p><p> But don't take my word for it.</p><p><blockquote>但别相信我的话。</blockquote></p><p> The community of professional analysts is realizing Palantir's growth potential and raising their revenue estimates for its current fiscal year. They've raised their FY21 revenue estimates by about 5% so far since mid-January and there's no telling how many of such upward revenue revisions are still in store for the remainder of Palantir's FY21. This bullish uncertainty presents an unfavorable risk-reward ratio for short-side market participants and explains why short interest in Palantir continues to decline.</p><p><blockquote>专业分析师群体正在认识到Palantir的增长潜力，并提高了本财年的收入预期。自1月中旬以来，他们已将2021财年收入预期上调了约5%，目前尚不清楚Palantir 2021财年剩余时间内仍有多少此类收入上调。这种看涨的不确定性给空头市场参与者带来了不利的风险回报比，并解释了为什么对Palantir的空头兴趣持续下降。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/74bccdf90ceb880c1a3edddad8743a1e\" tg-width=\"636\" tg-height=\"419\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p><p> There's another point to consider here, that nobody seems to be talking about. Palantir has won several COVID-19 tracking-related contracts (such ashere,here,here,hereandhere) over the last 12 - 15 months as government agencies across the globe grappled to control the spread and tried to better manage their resources. With COVID-19 said to be making a fierce comeback with thedelta variant, I contend that Palantir could experience a similar order windfall this year, from proactive government agencies, which could boost the company's government sales along the way.</p><p><blockquote>这里还有一点需要考虑，似乎没有人谈论。随着全球各地的政府机构努力控制传播并试图更好地管理其资源，Palantir在过去12-15个月内赢得了多份与COVID-19跟踪相关的合同（例如here、here、here、here和here）。据说COVID-19将凭借Delta变体卷土重来，我认为Palantir今年可能会从积极主动的政府机构获得类似的订单意外之财，这可能会提高该公司的政府销售额。</blockquote></p><p> Lastly, several commenters argue that Palantir's shares are trading at a premium and are due for a sharp correction. Its shares are trading at about 34-times trailing twelve-month sales so it's understandable why many might think that the stock is overvalued. But I believe the problem with this approach is that we're not factoring in industry-wide trading multiples or Palantir's revenue growth rate, compared to its peers.</p><p><blockquote>最后，一些评论者认为Palantir的股票交易价格溢价，预计将大幅调整。其股价目前约为过去12个月销售额的34倍，因此可以理解为什么许多人可能认为该股被高估。但我认为这种方法的问题在于，与同行相比，我们没有考虑全行业的交易倍数或Palantir的收入增长率。</blockquote></p><p> So, to put things in perspective, I compiled the revenue growth rates and price-to-sales (or P/S) multiples for over 320 software infrastructure and software application stocks that are currently listed on US exchanges. Next, I benchmarked these industry groups based on Palantir's revenue growth rate and its P/S multiple. As it turns out, over 90% of Palantir's peers have a slower revenue growth and/or are trading at higher trading multiples. This suggests that Palantir's higher pace of growth justifies its price premium and that the bearish concerns regarding its valuations, are exaggerated.</p><p><blockquote>因此，为了正确看待事情，我编制了目前在美国交易所上市的320多只软件基础设施和软件应用股票的收入增长率和市销率（或P/S）倍数。接下来，我根据Palantir的收入增长率及其市盈率倍数对这些行业群体进行了基准测试。事实证明，超过90%的Palantir同行收入增长较慢和/或交易倍数较高。这表明Palantir较高的增长速度证明了其溢价的合理性，并且对其估值的看跌担忧被夸大了。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fefb171f61438817b747d6a50fff8133\" tg-width=\"640\" tg-height=\"414\"><span>(Source: Business Quant.com)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：商量网）</span></p></blockquote></p><p> <b>Final Thoughts</b></p><p><blockquote><b>最后的想法</b></blockquote></p><p> I'd like to point to readers that fluctuations in short interest figures don't always impact the underlying stock prices. This data is based on short positions that were open at a prior cut-off date and investors with a long-term time horizon should, at best, use it to corroborate their bull or bear thesis.</p><p><blockquote>我想向读者指出，空头利息数据的波动并不总是会影响标的股票价格。该数据基于在之前截止日期开立的空头头寸，具有长期视野的投资者充其量应该用它来证实他们的牛市或熊市论点。</blockquote></p><p> Having said that, if the bearish narratives surrounding Palantir held any merit, or posed a legitimate risk to its share price, a broad swath of market participants would've actively shorted the stock to profit off of this near-certain eventuality. But that didn't happen and its short interest declined instead, that too by a significant amount.</p><p><blockquote>话虽如此，如果围绕Palantir的看跌言论有任何价值，或者对其股价构成合理的风险，那么大量市场参与者就会积极做空该股，以从这种几乎确定的可能性中获利。但这种情况并没有发生，其空头兴趣反而下降了，而且下降幅度也很大。</blockquote></p><p> This active short unwinding indicates that market participants are uncomfortable in shorting the stock at current levels. This should come across as a reassuring sign for the company's long-side shareholders. The stock seems to be fairly valued and has the potential to rally further. Good Luck!</p><p><blockquote>这种积极的空头平仓表明市场参与者对在当前水平做空股票感到不舒服。对于公司的多头股东来说，这应该是一个令人放心的信号。该股似乎估值合理，并有进一步上涨的潜力。祝你好运！</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4436907-palantir-the-mass-exodus\">seekingalpha</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/4436907-palantir-the-mass-exodus","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105982179","content_text":"Summary\n\nShort interest in Palantir dropped by 23.8% in the latest cycle.\nEven though Palantir continues to be surrounded by bearish narratives, market participants don't seem to be comfortable with shorting the stock.\nThe stock could rally further.\n\nMichael Vi/iStock Editorial via Getty Images\nPalantir's (PLTR) shares are up 20% in the last month alone but the rally could still continue. Latest data reveals that short interest in Palantir declined by 23.8% in the latest cycle alone. This suggests that a broad swath of market participants isn't buying into the bearish narratives surrounding the company, perceive its stock to be fairly valued and perhaps even anticipate it to rally going forward. This development should come across as an encouraging sign for the company's long-side investors. Let's take a closer look at it all.\nThe Data\nI'd like to start by explaining the term \"short interest\" for the uninitiated. It's essentially the total number of short positions that are open against any given stock. A sharp rise in the metric indicates that traders grew bearish on the concerned company, and actively initiated short positions against it. Conversely, a sharp decline in the metric indicates that traders actively wound up their short positions either perhaps because they anticipate the stock to bottom out and/or rally going forward. So, the short interest is a useful tool to gauge the Street's ever-evolving market sentiment.\nIn Palantir's case, its short interest at the end of the latest data cycle stood at 52.3 million, sharply down by 23.8% on a sequential basis. Although Palantir's short interest figure isn't at its all-time low yet, the pace of its recent decline, however, is certainly one of the fastest in the company's brief history since its direct listing last year. For the record, Palantir has over 1.8 billion shares outstanding which means that about 2.8% of its entire share total had been shorted. Also, the short interest data is for the cycle spanning from early June to mid-June, and the data wasreleasedon Thursday.\n\nNext, I wanted to confirm if other software application companies also registered a sharp reduction in their short interest figures, or was Palantir an anomaly in its peer group. So, to get a broader perspective on its industry, I pulled the short interest figures for about 100 software application stocks listed in the US. Interestingly, 55% of these stocks registered a net reduction in their short interest figures, of varying magnitudes of course, which points to an industry-wide short unwinding.\n(Source: BusinessQuant.com, Wsj.com)\nMoreover, the median short interest decline was 1.9%, whereas Palantir's short interest declined by a far more significant 23.8% during the same data cycle. In fact, there were just 6 other stocks in our study group, which saw their short interest decline in excess of 23.8%. This conclusively shows that market participants were far too active with unwinding their short positions in Palantir.\nBut this leads us to an important question - why are market participants so cautious with shorting Palantir in the first place?\nCautious for Good Reason\nAs I've explained in my prior articles, Palantir has several initiatives at play which could collectively catapult its growth in 2021-22. These initiatives include itstransitionto a customer-friendly payment model to boost commercial sales, offeringfree trialsto major companies to expand its sales funnel and expanding itssales teamto revamp its outbound marketing function. We won't be discussing the same points again to avoid being repetitive, but the takeaway here is that since Palantir is undertaking several growth initiatives, it makes for a risky short bet for the time being at least.\nBut don't take my word for it.\nThe community of professional analysts is realizing Palantir's growth potential and raising their revenue estimates for its current fiscal year. They've raised their FY21 revenue estimates by about 5% so far since mid-January and there's no telling how many of such upward revenue revisions are still in store for the remainder of Palantir's FY21. This bullish uncertainty presents an unfavorable risk-reward ratio for short-side market participants and explains why short interest in Palantir continues to decline.\n\nThere's another point to consider here, that nobody seems to be talking about. Palantir has won several COVID-19 tracking-related contracts (such ashere,here,here,hereandhere) over the last 12 - 15 months as government agencies across the globe grappled to control the spread and tried to better manage their resources. With COVID-19 said to be making a fierce comeback with thedelta variant, I contend that Palantir could experience a similar order windfall this year, from proactive government agencies, which could boost the company's government sales along the way.\nLastly, several commenters argue that Palantir's shares are trading at a premium and are due for a sharp correction. Its shares are trading at about 34-times trailing twelve-month sales so it's understandable why many might think that the stock is overvalued. But I believe the problem with this approach is that we're not factoring in industry-wide trading multiples or Palantir's revenue growth rate, compared to its peers.\nSo, to put things in perspective, I compiled the revenue growth rates and price-to-sales (or P/S) multiples for over 320 software infrastructure and software application stocks that are currently listed on US exchanges. Next, I benchmarked these industry groups based on Palantir's revenue growth rate and its P/S multiple. As it turns out, over 90% of Palantir's peers have a slower revenue growth and/or are trading at higher trading multiples. This suggests that Palantir's higher pace of growth justifies its price premium and that the bearish concerns regarding its valuations, are exaggerated.\n(Source: Business Quant.com)\nFinal Thoughts\nI'd like to point to readers that fluctuations in short interest figures don't always impact the underlying stock prices. This data is based on short positions that were open at a prior cut-off date and investors with a long-term time horizon should, at best, use it to corroborate their bull or bear thesis.\nHaving said that, if the bearish narratives surrounding Palantir held any merit, or posed a legitimate risk to its share price, a broad swath of market participants would've actively shorted the stock to profit off of this near-certain eventuality. But that didn't happen and its short interest declined instead, that too by a significant amount.\nThis active short unwinding indicates that market participants are uncomfortable in shorting the stock at current levels. This should come across as a reassuring sign for the company's long-side shareholders. The stock seems to be fairly valued and has the potential to rally further. Good Luck!","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":128253383,"gmtCreate":1624520270542,"gmtModify":1631883816643,"author":{"id":"3586340560570750","authorId":"3586340560570750","name":"10f6e09","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586340560570750","idStr":"3586340560570750"},"themes":[],"htmlText":"great","listText":"great","text":"great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/128253383","repostId":"1172430798","repostType":4,"repost":{"id":"1172430798","kind":"news","pubTimestamp":1624519373,"share":"https://www.laohu8.com/m/news/1172430798?lang=zh_CN&edition=full","pubTime":"2021-06-24 15:22","market":"us","language":"en","title":"Siemens Raises Profit Targets, Plans $3.6 Billion Share Buyback<blockquote>西门子提高利润目标，计划回购36亿美元股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1172430798","media":"Bloomberg","summary":"(Bloomberg) -- Siemens AG raised financial targets and announced its first share buyback since 2015 ","content":"<p>(Bloomberg) -- Siemens AG raised financial targets and announced its first share buyback since 2015 as the Germany industrial giant’s new chief executive officer pivots toward software to boost shareholder returns.</p><p><blockquote>（彭博社）——西门子公司提高了财务目标，并宣布了自2015年以来的首次股票回购，这家德国工业巨头的新任首席执行官转向软件以提高股东回报。</blockquote></p><p> Siemens will buy back as much as 3 billion euros ($3.6 billion) of shares over a five-year period starting from next year, the Munich-based manufacturer said Thursday in a statement. The company also hiked targets for revenue and profit over its three- to five-year business cycle with an expected boost to earnings per share of just under 10% annually.</p><p><blockquote>总部位于慕尼黑的制造商西门子周四在一份声明中表示，从明年开始，西门子将在五年内回购高达30亿欧元（36亿美元）的股票。该公司还提高了三到五年商业周期的收入和利润目标，预计每股收益每年将增长略低于10%。</blockquote></p><p> “Digitalization, automation and sustainability are growth engines for our business,” CEO Roland Busch said in the statement accompanying a capital markets day. “As a focused technology company, we want to strengthen our position in all our markets.”</p><p><blockquote>“数字化、自动化和可持续发展是我们业务的增长引擎，”首席执行官罗兰·布希(Roland Busch)在资本市场日随附的声明中表示。“作为一家专注的科技公司，我们希望加强我们在所有市场的地位。”</blockquote></p><p> Siemens said it’s targeting acquisitions to break into “highly attractive” new markets “adjacent” to its existing businesses that offer as much as 120 billion euros in potential revenue. In May, the company agreed to pay $700 million to buy supply-chain management firm SupplyFrame Inc. that provides intelligence on factory outages and material-cost changes.</p><p><blockquote>西门子表示，其收购目标是打入与其现有业务“相邻”的“极具吸引力”的新市场，这些业务可提供高达1200亿欧元的潜在收入。今年5月，该公司同意斥资7亿美元收购供应链管理公司SupplyFrame Inc.，该公司提供有关工厂停电和材料成本变化的情报。</blockquote></p><p> The new financial goals and share buyback mark the first significant step by Busch, 56, who took the helm in February to succeed long-term leader Joe Kaeser. After an era marked by spin offs and disposals that streamlined Siemens’ conglomerate structure, Busch is working to boost profitability and close a valuation gap with rivals -- a feat that eluded his predecessor.</p><p><blockquote>新的财务目标和股票回购标志着56岁的Busch迈出了重要的第一步，他于2月份接替长期领导者Joe Kaeser。在经历了一个以分拆和处置为标志、精简西门子集团结构的时代之后，布希正在努力提高盈利能力并缩小与竞争对手的估值差距——这是他的前任未能实现的壮举。</blockquote></p><p> While the company’s share price has gained amid the spinoffs of Siemens Healthineers AG and Siemens Energy AG, profit margins continue to lag those of competitors like Schneider Electric SE. In May, Siemens increased its earnings guidance for the year on the back of a booming Chinese economy and a recovery in the global automotive sector.</p><p><blockquote>尽管该公司的股价在西门子医疗公司和西门子能源公司的分拆中有所上涨，但利润率仍然落后于施耐德电气公司等竞争对手。今年5月，在中国经济蓬勃发展和全球汽车行业复苏的背景下，西门子上调了今年的盈利指引。</blockquote></p><p> The manufacturer serving customers in transportation, healthcare and infrastructure is also betting on growing demand for so-called software-as-a-service offerings to spur higher recurring revenues than the hardware-based products that made the firm a byword for German engineering prowess. At the capital market day, Siemens said software revenue of 5.3 billion euros in fiscal 2020 is expected to grow at a compound annual rate of around 10% over the business cycle until 2025.</p><p><blockquote>这家为交通、医疗保健和基础设施客户提供服务的制造商还押注于对所谓软件即服务产品不断增长的需求，以刺激比基于硬件的产品更高的经常性收入，而基于硬件的产品使该公司成为德国工程实力的代名词。在资本市场日上，西门子表示，2020财年53亿欧元的软件收入预计将在2025年之前的商业周期中以10%左右的复合年增长率增长。</blockquote></p><p> Siemens also raised profit targets for its Smart Infrastructure unit, a division that makes systems for controlling power grids, traffic and buildings, and its Mobility business, which makes trains as well as related software and equipment.</p><p><blockquote>西门子还提高了其智能基础设施部门及其移动业务的利润目标，该部门生产控制电网、交通和建筑的系统，该部门生产火车以及相关软件和设备。</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>Siemens Raises Profit Targets, Plans $3.6 Billion Share Buyback<blockquote>西门子提高利润目标，计划回购36亿美元股票</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\">\nSiemens Raises Profit Targets, Plans $3.6 Billion Share Buyback<blockquote>西门子提高利润目标，计划回购36亿美元股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Bloomberg</strong><span class=\"h-time small\">2021-06-24 15:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Bloomberg) -- Siemens AG raised financial targets and announced its first share buyback since 2015 as the Germany industrial giant’s new chief executive officer pivots toward software to boost shareholder returns.</p><p><blockquote>（彭博社）——西门子公司提高了财务目标，并宣布了自2015年以来的首次股票回购，这家德国工业巨头的新任首席执行官转向软件以提高股东回报。</blockquote></p><p> Siemens will buy back as much as 3 billion euros ($3.6 billion) of shares over a five-year period starting from next year, the Munich-based manufacturer said Thursday in a statement. The company also hiked targets for revenue and profit over its three- to five-year business cycle with an expected boost to earnings per share of just under 10% annually.</p><p><blockquote>总部位于慕尼黑的制造商西门子周四在一份声明中表示，从明年开始，西门子将在五年内回购高达30亿欧元（36亿美元）的股票。该公司还提高了三到五年商业周期的收入和利润目标，预计每股收益每年将增长略低于10%。</blockquote></p><p> “Digitalization, automation and sustainability are growth engines for our business,” CEO Roland Busch said in the statement accompanying a capital markets day. “As a focused technology company, we want to strengthen our position in all our markets.”</p><p><blockquote>“数字化、自动化和可持续发展是我们业务的增长引擎，”首席执行官罗兰·布希(Roland Busch)在资本市场日随附的声明中表示。“作为一家专注的科技公司，我们希望加强我们在所有市场的地位。”</blockquote></p><p> Siemens said it’s targeting acquisitions to break into “highly attractive” new markets “adjacent” to its existing businesses that offer as much as 120 billion euros in potential revenue. In May, the company agreed to pay $700 million to buy supply-chain management firm SupplyFrame Inc. that provides intelligence on factory outages and material-cost changes.</p><p><blockquote>西门子表示，其收购目标是打入与其现有业务“相邻”的“极具吸引力”的新市场，这些业务可提供高达1200亿欧元的潜在收入。今年5月，该公司同意斥资7亿美元收购供应链管理公司SupplyFrame Inc.，该公司提供有关工厂停电和材料成本变化的情报。</blockquote></p><p> The new financial goals and share buyback mark the first significant step by Busch, 56, who took the helm in February to succeed long-term leader Joe Kaeser. After an era marked by spin offs and disposals that streamlined Siemens’ conglomerate structure, Busch is working to boost profitability and close a valuation gap with rivals -- a feat that eluded his predecessor.</p><p><blockquote>新的财务目标和股票回购标志着56岁的Busch迈出了重要的第一步，他于2月份接替长期领导者Joe Kaeser。在经历了一个以分拆和处置为标志、精简西门子集团结构的时代之后，布希正在努力提高盈利能力并缩小与竞争对手的估值差距——这是他的前任未能实现的壮举。</blockquote></p><p> While the company’s share price has gained amid the spinoffs of Siemens Healthineers AG and Siemens Energy AG, profit margins continue to lag those of competitors like Schneider Electric SE. In May, Siemens increased its earnings guidance for the year on the back of a booming Chinese economy and a recovery in the global automotive sector.</p><p><blockquote>尽管该公司的股价在西门子医疗公司和西门子能源公司的分拆中有所上涨，但利润率仍然落后于施耐德电气公司等竞争对手。今年5月，在中国经济蓬勃发展和全球汽车行业复苏的背景下，西门子上调了今年的盈利指引。</blockquote></p><p> The manufacturer serving customers in transportation, healthcare and infrastructure is also betting on growing demand for so-called software-as-a-service offerings to spur higher recurring revenues than the hardware-based products that made the firm a byword for German engineering prowess. At the capital market day, Siemens said software revenue of 5.3 billion euros in fiscal 2020 is expected to grow at a compound annual rate of around 10% over the business cycle until 2025.</p><p><blockquote>这家为交通、医疗保健和基础设施客户提供服务的制造商还押注于对所谓软件即服务产品不断增长的需求，以刺激比基于硬件的产品更高的经常性收入，而基于硬件的产品使该公司成为德国工程实力的代名词。在资本市场日上，西门子表示，2020财年53亿欧元的软件收入预计将在2025年之前的商业周期中以10%左右的复合年增长率增长。</blockquote></p><p> Siemens also raised profit targets for its Smart Infrastructure unit, a division that makes systems for controlling power grids, traffic and buildings, and its Mobility business, which makes trains as well as related software and equipment.</p><p><blockquote>西门子还提高了其智能基础设施部门及其移动业务的利润目标，该部门生产控制电网、交通和建筑的系统，该部门生产火车以及相关软件和设备。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/siemens-raises-profit-targets-plans-064500818.html\">Bloomberg</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SIEGY":"西门子"},"source_url":"https://finance.yahoo.com/news/siemens-raises-profit-targets-plans-064500818.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172430798","content_text":"(Bloomberg) -- Siemens AG raised financial targets and announced its first share buyback since 2015 as the Germany industrial giant’s new chief executive officer pivots toward software to boost shareholder returns.\nSiemens will buy back as much as 3 billion euros ($3.6 billion) of shares over a five-year period starting from next year, the Munich-based manufacturer said Thursday in a statement. The company also hiked targets for revenue and profit over its three- to five-year business cycle with an expected boost to earnings per share of just under 10% annually.\n“Digitalization, automation and sustainability are growth engines for our business,” CEO Roland Busch said in the statement accompanying a capital markets day. “As a focused technology company, we want to strengthen our position in all our markets.”\nSiemens said it’s targeting acquisitions to break into “highly attractive” new markets “adjacent” to its existing businesses that offer as much as 120 billion euros in potential revenue. In May, the company agreed to pay $700 million to buy supply-chain management firm SupplyFrame Inc. that provides intelligence on factory outages and material-cost changes.\nThe new financial goals and share buyback mark the first significant step by Busch, 56, who took the helm in February to succeed long-term leader Joe Kaeser. After an era marked by spin offs and disposals that streamlined Siemens’ conglomerate structure, Busch is working to boost profitability and close a valuation gap with rivals -- a feat that eluded his predecessor.\nWhile the company’s share price has gained amid the spinoffs of Siemens Healthineers AG and Siemens Energy AG, profit margins continue to lag those of competitors like Schneider Electric SE. In May, Siemens increased its earnings guidance for the year on the back of a booming Chinese economy and a recovery in the global automotive sector.\nThe manufacturer serving customers in transportation, healthcare and infrastructure is also betting on growing demand for so-called software-as-a-service offerings to spur higher recurring revenues than the hardware-based products that made the firm a byword for German engineering prowess. At the capital market day, Siemens said software revenue of 5.3 billion euros in fiscal 2020 is expected to grow at a compound annual rate of around 10% over the business cycle until 2025.\nSiemens also raised profit targets for its Smart Infrastructure unit, a division that makes systems for controlling power grids, traffic and buildings, and its Mobility business, which makes trains as well as related software and equipment.","news_type":1,"symbols_score_info":{"SIEGY":0.9}},"isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129837090,"gmtCreate":1624368697610,"gmtModify":1631883816668,"author":{"id":"3586340560570750","authorId":"3586340560570750","name":"10f6e09","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586340560570750","idStr":"3586340560570750"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>🍎👍🏻👏🏻","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>🍎👍🏻👏🏻","text":"$Apple(AAPL)$🍎👍🏻👏🏻","images":[{"img":"https://static.tigerbbs.com/1dbfe497f8b1d155dc23667a003e51fb","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/129837090","isVote":1,"tweetType":1,"viewCount":315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":857682438,"gmtCreate":1635521865336,"gmtModify":1635521865390,"author":{"id":"3586340560570750","authorId":"3586340560570750","name":"10f6e09","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586340560570750","idStr":"3586340560570750"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/857682438","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36984908995200","idStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? 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lor","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847122698","repostId":"2182086102","repostType":2,"repost":{"id":"2182086102","kind":"highlight","pubTimestamp":1636493738,"share":"https://www.laohu8.com/m/news/2182086102?lang=zh_CN&edition=full","pubTime":"2021-11-10 05:35","market":"fut","language":"zh","title":"外媒头条：坏消息轮番砸盘！特斯拉市值蒸发1750亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2182086102","media":"新浪美股","summary":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、华尔街憧憬Brainard取代鲍威尔执掌美联储：利率有望维持低位更久\n\n\n2、美国PPI年创11年以来最大同比增幅 进一步刺激通胀忧虑\n\n\n3、通","content":"<p><b>全球财经媒体昨夜今晨共同关注的头条新闻主要有：</b></p>\n<blockquote>\n <b>1、华尔街憧憬Brainard取代鲍威尔执掌美联储：利率有望维持低位更久</b>\n</blockquote>\n<blockquote>\n <b>2、美国PPI年创11年以来最大同比增幅 进一步刺激通胀忧虑</b>\n</blockquote>\n<blockquote>\n <b>3、<a href=\"https://laohu8.com/S/GE\">通用电气</a>上演三家分晋 昔日傲视群雄的标志企业将成为历史</b>\n</blockquote>\n<blockquote>\n <b>4、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>市值蒸发1750亿美元 一连串坏消息轮番砸盘</b>\n</blockquote>\n<blockquote>\n <b>5、美国商务部长：将很快与英国和日本商谈钢铝关税问题</b>\n</blockquote>\n<blockquote>\n <b>6、库克：我个人持有数字加密货币 但<a href=\"https://laohu8.com/S/AAPL\">苹果</a>不会投资</b>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/b2dee08d19d7f1446d3b7853c64a93d1\" tg-width=\"550\" tg-height=\"362\" referrerpolicy=\"no-referrer\"></p>\n<p><b>华尔街憧憬Brainard取代鲍威尔执掌美联储：利率有望维持低位更久</b></p>\n<p>美联储理事Lael Brainard是杰罗姆·鲍威尔连任美联储主席的有力竞争对手，这一迄今为止最强烈的信号浮现以来华尔街掀起了热议，各大机构纷纷揣测如果总统乔·拜登果真宣布对她的提名，金融市场将会做何反应。</p>\n<p>媒体周一报道称，Brainard上周到白宫时接受了出任美联储主席一职的面试。现代史上悬而未决时间最长的一次提名已经令人不再笃定鲍威尔明年2月任期届满时可以再干四年，尽管此前外界一直认为他将再获提名。</p>\n<p>美国国债收益率在报道发布后下跌，市场普遍认为Brainard在货币政策上比鲍威尔更加鸽派，投资者对她是否会落实美联储最新的资产购买减码时间表，会否在加息上比当前预期更长时间按兵不动等前景存在不同看法。</p>\n<p>BMO策略师Ian Lyngen表示，任命Brainard对债券市场会更加利多。他说，这是因为她可能会将低利率水平维持更长时间，并在最终开始加息时不那么激进。</p>\n<p>“她一直被认为是拜登不提名鲍威尔连任情况下的‘替代者’，” 他在一份报告中写道，“话虽如此，可以肯定的是，任何比鲍威尔更受政府青睐的候选人都会更加鸽派，” 因此，在隔夜时段看到了5年期之类的中期国债领涨。</p>\n<p><img src=\"https://static.tigerbbs.com/8d7b3cb6a2a3675a81e8dbc89b905726\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\"></p>\n<p><b>美国PPI年创11年以来最大同比增幅 进一步刺激通胀忧虑</b></p>\n<p>受成本上涨推动，美国10月生产者价格指数（PPI）加速上升，进一步刺激了对通胀持续高企的担忧。</p>\n<p>美国劳工部周二公布的数据显示，PPI环比增长0.6%，同比增长8.6%，创2010年以来最大年增幅，符合经济学家预期。</p>\n<p>不包括波动较大的食品和能源，核心PPI增长0.4%，同比增长6.8%</p>\n<p>整体PPI的增长超过60%是由于商品成本升高，后者升1.2%，主要由于包括汽油在内的能源成本上涨所致。服务成本连续第二个月升幅温和，仅增长0.2%，反映出券商和投资咨询服务成本进一步回落。</p>\n<p>PPI报告凸显出物流瓶颈，材料短缺和劳动力成本上升如何推动近几个月来物价飙升。货运成本较9月创纪录上涨2.5%</p>\n<p>鉴于持续的供应链挑战预计将持续到2022年，生产者层面的持续价格上涨预示未来几个月消费物价将进一步走高。</p>\n<p><img src=\"https://static.tigerbbs.com/ae1353933e7226fb2cca1e0e30e12a46\" tg-width=\"550\" tg-height=\"350\" referrerpolicy=\"no-referrer\"></p>\n<p><b><a href=\"https://laohu8.com/S/GE\">通用电气</a>上演三家分晋 昔日傲视群雄的标志企业将成为历史</b></p>\n<p>由著名发明家托马斯·爱<a href=\"https://laohu8.com/S/00113\">迪生创建</a>的通用电气是美国标志性的制造集团，业务遍及众多行业，市值一度傲视全球。如今，该公司将进行万众瞩目的业务分拆，变成三家彼此独立的公司。</p>\n<p>通用电气周二表示，将在2023年初分拆GE医疗业务，并将GE可再生能源、GE发电和GE数字业务合并成一个能源实体，在2024年初分拆。该公司剩余部分将包括GE航空，即飞机发动机制造业务。</p>\n<p>“我们今天正在做的，是打造医疗、航空和能源领域的三大投资级全球领军企业，”通用电气首席执行官Larry Culp在接受采访时表示。“通用电气在这些市场领先了很长时间，今天我们正在为自己再领先一个世纪做准备。”</p>\n<p>该公司表示，预计将产生20亿美元的一次性开支和不到5亿美元的税务成本。</p>\n<p>这项全面分拆计划标志着一个时代的终结——在20世纪的大部分时间里，商界是大型企业集团的天下。但随着投资者重视业务深度甚于业务广度，多个大型多元化集团在过去一些年被分拆。</p>\n<p>要看看通用电气的衰败，一个指标就可以说明：20年前，它是全球最大的公司，市值达到4，010亿美元；5年前，它勉强保住前十的位置；而到本周一，仅在标普500指数中就有数十家公司的市值超过通用电气。</p>\n<p><img src=\"https://static.tigerbbs.com/91a3c9d2478268eeb16dd35ca5f40e46\" tg-width=\"550\" tg-height=\"292\" referrerpolicy=\"no-referrer\"></p>\n<p><b><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>市值蒸发1750亿美元 一连串坏消息轮番砸盘</b></p>\n<p>特斯拉市值蒸发近1750亿美元，迈向14个月来最大两日跌幅，一系列负面新闻的打击导致股价失去上行动能。</p>\n<p>从马斯克在社交媒体上发文是否该卖出10%特斯拉股票后，坏消息就开始接踵而至。先是披露文件显示马斯克的弟弟Kimbal在社交媒体用户投票前已经卖出部分股票，后来媒体报道，知名“大空头”Michael Burry表示，马斯克可能想通过卖股票来偿还个人债务。</p>\n<p>Burry暂时没有回复媒体关于其推文的求证，目前该条推文没有出现在他的社交媒体账号中。</p>\n<p>Tudor Pickering的分析师Matt Portillo表示，“从长线看，该股被严重高估”。他认为马斯克发起的投票给了投资者一个减仓的借口。</p>\n<p>特斯拉周二盘中最高下跌12%， 周一收盘跌4.8%。</p>\n<p><img src=\"https://static.tigerbbs.com/bf758581bb62b5b8d749f455aa8af281\" tg-width=\"550\" tg-height=\"321\" referrerpolicy=\"no-referrer\"></p>\n<p><b>美国商务部长：将很快与英国和日本商谈钢铝关税问题</b></p>\n<p>美国商务部长雷蒙多表示，美国预计会“很快”开始与英国和日本进行磋商，解决两国对钢铝关税的反对意见，同时解决方案必须保护美国的产业。雷蒙多本人计划在下周一访问日本时与日本官员讨论钢铁问题，这是她3月份上任以来首次出访亚洲。</p>\n<p>上月，美国与欧洲达成“停火”，取消了彼此的关税。雷蒙多表示，目前尚无法断言美国与日本距离解决该问题还有多远、是否可通过类似于欧洲的关税配额予以解决。</p>\n<p><img src=\"https://static.tigerbbs.com/72917ebdae2173769b75173d46a08b3b\" tg-width=\"550\" tg-height=\"279\" referrerpolicy=\"no-referrer\"></p>\n<p><b>库克：我个人持有数字加密货币 但<a href=\"https://laohu8.com/S/AAPL\">苹果</a>不会投资</b></p>\n<p>据报道，苹果CEO蒂姆·库克（Tim Cook）表示，他个人拥有数字加密货币，但苹果公司不会投资这项业务。</p>\n<p>库克在接受记者安德鲁·罗斯·索尔金（Andrew Ross Sorkin）采访时称：“我认为，将其（数字加密货币）作为多元化投资组合的一部分持有是合理的。顺便说一句，我不会给任何人提供投资建议。”</p>\n<p>库克表示，他对数字加密货币的兴趣已经有一段时间了，他也一直在研究相关内容。但库克同时强调，他的兴趣是出于“个人角度”，并驳斥了有关“苹果可能接受数字加密货币支付方式”的说法。此外，库克也排除了苹果用公司资金购买数字加密货币，作为投资的可能性。</p>","source":"sina_us","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>外媒头条：坏消息轮番砸盘！特斯拉市值蒸发1750亿美元</title>\n<style 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margin: 0;line-height: 11px;}\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\">\n外媒头条：坏消息轮番砸盘！特斯拉市值蒸发1750亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-10 05:35 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2021-11-10/doc-iktzqtyu6389114.shtml><strong>新浪美股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、华尔街憧憬Brainard取代鲍威尔执掌美联储：利率有望维持低位更久\n\n\n2、美国PPI年创11年以来最大同比增幅 进一步刺激通胀忧虑\n\n\n3、通用电气上演三家分晋 昔日傲视群雄的标志企业将成为历史\n\n\n4、特斯拉市值蒸发1750亿美元 一连串坏消息轮番砸盘\n\n\n5、美国商务部长：将很快与英国和日本商谈钢铝关税问题\n\n\n6、库克：我个人持有数字...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-11-10/doc-iktzqtyu6389114.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{".SPX":"S&P 500 Index","TSLA":"特斯拉",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-11-10/doc-iktzqtyu6389114.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2182086102","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、华尔街憧憬Brainard取代鲍威尔执掌美联储：利率有望维持低位更久\n\n\n2、美国PPI年创11年以来最大同比增幅 进一步刺激通胀忧虑\n\n\n3、通用电气上演三家分晋 昔日傲视群雄的标志企业将成为历史\n\n\n4、特斯拉市值蒸发1750亿美元 一连串坏消息轮番砸盘\n\n\n5、美国商务部长：将很快与英国和日本商谈钢铝关税问题\n\n\n6、库克：我个人持有数字加密货币 但苹果不会投资\n\n\n华尔街憧憬Brainard取代鲍威尔执掌美联储：利率有望维持低位更久\n美联储理事Lael Brainard是杰罗姆·鲍威尔连任美联储主席的有力竞争对手，这一迄今为止最强烈的信号浮现以来华尔街掀起了热议，各大机构纷纷揣测如果总统乔·拜登果真宣布对她的提名，金融市场将会做何反应。\n媒体周一报道称，Brainard上周到白宫时接受了出任美联储主席一职的面试。现代史上悬而未决时间最长的一次提名已经令人不再笃定鲍威尔明年2月任期届满时可以再干四年，尽管此前外界一直认为他将再获提名。\n美国国债收益率在报道发布后下跌，市场普遍认为Brainard在货币政策上比鲍威尔更加鸽派，投资者对她是否会落实美联储最新的资产购买减码时间表，会否在加息上比当前预期更长时间按兵不动等前景存在不同看法。\nBMO策略师Ian Lyngen表示，任命Brainard对债券市场会更加利多。他说，这是因为她可能会将低利率水平维持更长时间，并在最终开始加息时不那么激进。\n“她一直被认为是拜登不提名鲍威尔连任情况下的‘替代者’，” 他在一份报告中写道，“话虽如此，可以肯定的是，任何比鲍威尔更受政府青睐的候选人都会更加鸽派，” 因此，在隔夜时段看到了5年期之类的中期国债领涨。\n\n美国PPI年创11年以来最大同比增幅 进一步刺激通胀忧虑\n受成本上涨推动，美国10月生产者价格指数（PPI）加速上升，进一步刺激了对通胀持续高企的担忧。\n美国劳工部周二公布的数据显示，PPI环比增长0.6%，同比增长8.6%，创2010年以来最大年增幅，符合经济学家预期。\n不包括波动较大的食品和能源，核心PPI增长0.4%，同比增长6.8%\n整体PPI的增长超过60%是由于商品成本升高，后者升1.2%，主要由于包括汽油在内的能源成本上涨所致。服务成本连续第二个月升幅温和，仅增长0.2%，反映出券商和投资咨询服务成本进一步回落。\nPPI报告凸显出物流瓶颈，材料短缺和劳动力成本上升如何推动近几个月来物价飙升。货运成本较9月创纪录上涨2.5%\n鉴于持续的供应链挑战预计将持续到2022年，生产者层面的持续价格上涨预示未来几个月消费物价将进一步走高。\n\n通用电气上演三家分晋 昔日傲视群雄的标志企业将成为历史\n由著名发明家托马斯·爱迪生创建的通用电气是美国标志性的制造集团，业务遍及众多行业，市值一度傲视全球。如今，该公司将进行万众瞩目的业务分拆，变成三家彼此独立的公司。\n通用电气周二表示，将在2023年初分拆GE医疗业务，并将GE可再生能源、GE发电和GE数字业务合并成一个能源实体，在2024年初分拆。该公司剩余部分将包括GE航空，即飞机发动机制造业务。\n“我们今天正在做的，是打造医疗、航空和能源领域的三大投资级全球领军企业，”通用电气首席执行官Larry Culp在接受采访时表示。“通用电气在这些市场领先了很长时间，今天我们正在为自己再领先一个世纪做准备。”\n该公司表示，预计将产生20亿美元的一次性开支和不到5亿美元的税务成本。\n这项全面分拆计划标志着一个时代的终结——在20世纪的大部分时间里，商界是大型企业集团的天下。但随着投资者重视业务深度甚于业务广度，多个大型多元化集团在过去一些年被分拆。\n要看看通用电气的衰败，一个指标就可以说明：20年前，它是全球最大的公司，市值达到4，010亿美元；5年前，它勉强保住前十的位置；而到本周一，仅在标普500指数中就有数十家公司的市值超过通用电气。\n\n特斯拉市值蒸发1750亿美元 一连串坏消息轮番砸盘\n特斯拉市值蒸发近1750亿美元，迈向14个月来最大两日跌幅，一系列负面新闻的打击导致股价失去上行动能。\n从马斯克在社交媒体上发文是否该卖出10%特斯拉股票后，坏消息就开始接踵而至。先是披露文件显示马斯克的弟弟Kimbal在社交媒体用户投票前已经卖出部分股票，后来媒体报道，知名“大空头”Michael Burry表示，马斯克可能想通过卖股票来偿还个人债务。\nBurry暂时没有回复媒体关于其推文的求证，目前该条推文没有出现在他的社交媒体账号中。\nTudor Pickering的分析师Matt Portillo表示，“从长线看，该股被严重高估”。他认为马斯克发起的投票给了投资者一个减仓的借口。\n特斯拉周二盘中最高下跌12%， 周一收盘跌4.8%。\n\n美国商务部长：将很快与英国和日本商谈钢铝关税问题\n美国商务部长雷蒙多表示，美国预计会“很快”开始与英国和日本进行磋商，解决两国对钢铝关税的反对意见，同时解决方案必须保护美国的产业。雷蒙多本人计划在下周一访问日本时与日本官员讨论钢铁问题，这是她3月份上任以来首次出访亚洲。\n上月，美国与欧洲达成“停火”，取消了彼此的关税。雷蒙多表示，目前尚无法断言美国与日本距离解决该问题还有多远、是否可通过类似于欧洲的关税配额予以解决。\n\n库克：我个人持有数字加密货币 但苹果不会投资\n据报道，苹果CEO蒂姆·库克（Tim Cook）表示，他个人拥有数字加密货币，但苹果公司不会投资这项业务。\n库克在接受记者安德鲁·罗斯·索尔金（Andrew Ross Sorkin）采访时称：“我认为，将其（数字加密货币）作为多元化投资组合的一部分持有是合理的。顺便说一句，我不会给任何人提供投资建议。”\n库克表示，他对数字加密货币的兴趣已经有一段时间了，他也一直在研究相关内容。但库克同时强调，他的兴趣是出于“个人角度”，并驳斥了有关“苹果可能接受数字加密货币支付方式”的说法。此外，库克也排除了苹果用公司资金购买数字加密货币，作为投资的可能性。","news_type":1,"symbols_score_info":{".DJI":0.9,"TSLA":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":847126936,"gmtCreate":1636502438319,"gmtModify":1636502438479,"author":{"id":"3586340560570750","authorId":"3586340560570750","name":"10f6e09","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586340560570750","idStr":"3586340560570750"},"themes":[],"htmlText":"sure","listText":"sure","text":"sure","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847126936","repostId":"2182086102","repostType":2,"repost":{"id":"2182086102","kind":"highlight","pubTimestamp":1636493738,"share":"https://www.laohu8.com/m/news/2182086102?lang=zh_CN&edition=full","pubTime":"2021-11-10 05:35","market":"fut","language":"zh","title":"外媒头条：坏消息轮番砸盘！特斯拉市值蒸发1750亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2182086102","media":"新浪美股","summary":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、华尔街憧憬Brainard取代鲍威尔执掌美联储：利率有望维持低位更久\n\n\n2、美国PPI年创11年以来最大同比增幅 进一步刺激通胀忧虑\n\n\n3、通","content":"<p><b>全球财经媒体昨夜今晨共同关注的头条新闻主要有：</b></p>\n<blockquote>\n <b>1、华尔街憧憬Brainard取代鲍威尔执掌美联储：利率有望维持低位更久</b>\n</blockquote>\n<blockquote>\n <b>2、美国PPI年创11年以来最大同比增幅 进一步刺激通胀忧虑</b>\n</blockquote>\n<blockquote>\n <b>3、<a href=\"https://laohu8.com/S/GE\">通用电气</a>上演三家分晋 昔日傲视群雄的标志企业将成为历史</b>\n</blockquote>\n<blockquote>\n <b>4、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>市值蒸发1750亿美元 一连串坏消息轮番砸盘</b>\n</blockquote>\n<blockquote>\n <b>5、美国商务部长：将很快与英国和日本商谈钢铝关税问题</b>\n</blockquote>\n<blockquote>\n <b>6、库克：我个人持有数字加密货币 但<a href=\"https://laohu8.com/S/AAPL\">苹果</a>不会投资</b>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/b2dee08d19d7f1446d3b7853c64a93d1\" tg-width=\"550\" tg-height=\"362\" referrerpolicy=\"no-referrer\"></p>\n<p><b>华尔街憧憬Brainard取代鲍威尔执掌美联储：利率有望维持低位更久</b></p>\n<p>美联储理事Lael Brainard是杰罗姆·鲍威尔连任美联储主席的有力竞争对手，这一迄今为止最强烈的信号浮现以来华尔街掀起了热议，各大机构纷纷揣测如果总统乔·拜登果真宣布对她的提名，金融市场将会做何反应。</p>\n<p>媒体周一报道称，Brainard上周到白宫时接受了出任美联储主席一职的面试。现代史上悬而未决时间最长的一次提名已经令人不再笃定鲍威尔明年2月任期届满时可以再干四年，尽管此前外界一直认为他将再获提名。</p>\n<p>美国国债收益率在报道发布后下跌，市场普遍认为Brainard在货币政策上比鲍威尔更加鸽派，投资者对她是否会落实美联储最新的资产购买减码时间表，会否在加息上比当前预期更长时间按兵不动等前景存在不同看法。</p>\n<p>BMO策略师Ian Lyngen表示，任命Brainard对债券市场会更加利多。他说，这是因为她可能会将低利率水平维持更长时间，并在最终开始加息时不那么激进。</p>\n<p>“她一直被认为是拜登不提名鲍威尔连任情况下的‘替代者’，” 他在一份报告中写道，“话虽如此，可以肯定的是，任何比鲍威尔更受政府青睐的候选人都会更加鸽派，” 因此，在隔夜时段看到了5年期之类的中期国债领涨。</p>\n<p><img src=\"https://static.tigerbbs.com/8d7b3cb6a2a3675a81e8dbc89b905726\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\"></p>\n<p><b>美国PPI年创11年以来最大同比增幅 进一步刺激通胀忧虑</b></p>\n<p>受成本上涨推动，美国10月生产者价格指数（PPI）加速上升，进一步刺激了对通胀持续高企的担忧。</p>\n<p>美国劳工部周二公布的数据显示，PPI环比增长0.6%，同比增长8.6%，创2010年以来最大年增幅，符合经济学家预期。</p>\n<p>不包括波动较大的食品和能源，核心PPI增长0.4%，同比增长6.8%</p>\n<p>整体PPI的增长超过60%是由于商品成本升高，后者升1.2%，主要由于包括汽油在内的能源成本上涨所致。服务成本连续第二个月升幅温和，仅增长0.2%，反映出券商和投资咨询服务成本进一步回落。</p>\n<p>PPI报告凸显出物流瓶颈，材料短缺和劳动力成本上升如何推动近几个月来物价飙升。货运成本较9月创纪录上涨2.5%</p>\n<p>鉴于持续的供应链挑战预计将持续到2022年，生产者层面的持续价格上涨预示未来几个月消费物价将进一步走高。</p>\n<p><img src=\"https://static.tigerbbs.com/ae1353933e7226fb2cca1e0e30e12a46\" tg-width=\"550\" tg-height=\"350\" referrerpolicy=\"no-referrer\"></p>\n<p><b><a href=\"https://laohu8.com/S/GE\">通用电气</a>上演三家分晋 昔日傲视群雄的标志企业将成为历史</b></p>\n<p>由著名发明家托马斯·爱<a href=\"https://laohu8.com/S/00113\">迪生创建</a>的通用电气是美国标志性的制造集团，业务遍及众多行业，市值一度傲视全球。如今，该公司将进行万众瞩目的业务分拆，变成三家彼此独立的公司。</p>\n<p>通用电气周二表示，将在2023年初分拆GE医疗业务，并将GE可再生能源、GE发电和GE数字业务合并成一个能源实体，在2024年初分拆。该公司剩余部分将包括GE航空，即飞机发动机制造业务。</p>\n<p>“我们今天正在做的，是打造医疗、航空和能源领域的三大投资级全球领军企业，”通用电气首席执行官Larry Culp在接受采访时表示。“通用电气在这些市场领先了很长时间，今天我们正在为自己再领先一个世纪做准备。”</p>\n<p>该公司表示，预计将产生20亿美元的一次性开支和不到5亿美元的税务成本。</p>\n<p>这项全面分拆计划标志着一个时代的终结——在20世纪的大部分时间里，商界是大型企业集团的天下。但随着投资者重视业务深度甚于业务广度，多个大型多元化集团在过去一些年被分拆。</p>\n<p>要看看通用电气的衰败，一个指标就可以说明：20年前，它是全球最大的公司，市值达到4，010亿美元；5年前，它勉强保住前十的位置；而到本周一，仅在标普500指数中就有数十家公司的市值超过通用电气。</p>\n<p><img src=\"https://static.tigerbbs.com/91a3c9d2478268eeb16dd35ca5f40e46\" tg-width=\"550\" tg-height=\"292\" referrerpolicy=\"no-referrer\"></p>\n<p><b><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>市值蒸发1750亿美元 一连串坏消息轮番砸盘</b></p>\n<p>特斯拉市值蒸发近1750亿美元，迈向14个月来最大两日跌幅，一系列负面新闻的打击导致股价失去上行动能。</p>\n<p>从马斯克在社交媒体上发文是否该卖出10%特斯拉股票后，坏消息就开始接踵而至。先是披露文件显示马斯克的弟弟Kimbal在社交媒体用户投票前已经卖出部分股票，后来媒体报道，知名“大空头”Michael Burry表示，马斯克可能想通过卖股票来偿还个人债务。</p>\n<p>Burry暂时没有回复媒体关于其推文的求证，目前该条推文没有出现在他的社交媒体账号中。</p>\n<p>Tudor Pickering的分析师Matt Portillo表示，“从长线看，该股被严重高估”。他认为马斯克发起的投票给了投资者一个减仓的借口。</p>\n<p>特斯拉周二盘中最高下跌12%， 周一收盘跌4.8%。</p>\n<p><img src=\"https://static.tigerbbs.com/bf758581bb62b5b8d749f455aa8af281\" tg-width=\"550\" tg-height=\"321\" referrerpolicy=\"no-referrer\"></p>\n<p><b>美国商务部长：将很快与英国和日本商谈钢铝关税问题</b></p>\n<p>美国商务部长雷蒙多表示，美国预计会“很快”开始与英国和日本进行磋商，解决两国对钢铝关税的反对意见，同时解决方案必须保护美国的产业。雷蒙多本人计划在下周一访问日本时与日本官员讨论钢铁问题，这是她3月份上任以来首次出访亚洲。</p>\n<p>上月，美国与欧洲达成“停火”，取消了彼此的关税。雷蒙多表示，目前尚无法断言美国与日本距离解决该问题还有多远、是否可通过类似于欧洲的关税配额予以解决。</p>\n<p><img src=\"https://static.tigerbbs.com/72917ebdae2173769b75173d46a08b3b\" tg-width=\"550\" tg-height=\"279\" referrerpolicy=\"no-referrer\"></p>\n<p><b>库克：我个人持有数字加密货币 但<a href=\"https://laohu8.com/S/AAPL\">苹果</a>不会投资</b></p>\n<p>据报道，苹果CEO蒂姆·库克（Tim Cook）表示，他个人拥有数字加密货币，但苹果公司不会投资这项业务。</p>\n<p>库克在接受记者安德鲁·罗斯·索尔金（Andrew Ross Sorkin）采访时称：“我认为，将其（数字加密货币）作为多元化投资组合的一部分持有是合理的。顺便说一句，我不会给任何人提供投资建议。”</p>\n<p>库克表示，他对数字加密货币的兴趣已经有一段时间了，他也一直在研究相关内容。但库克同时强调，他的兴趣是出于“个人角度”，并驳斥了有关“苹果可能接受数字加密货币支付方式”的说法。此外，库克也排除了苹果用公司资金购买数字加密货币，作为投资的可能性。</p>","source":"sina_us","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>外媒头条：坏消息轮番砸盘！特斯拉市值蒸发1750亿美元</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n外媒头条：坏消息轮番砸盘！特斯拉市值蒸发1750亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-10 05:35 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2021-11-10/doc-iktzqtyu6389114.shtml><strong>新浪美股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、华尔街憧憬Brainard取代鲍威尔执掌美联储：利率有望维持低位更久\n\n\n2、美国PPI年创11年以来最大同比增幅 进一步刺激通胀忧虑\n\n\n3、通用电气上演三家分晋 昔日傲视群雄的标志企业将成为历史\n\n\n4、特斯拉市值蒸发1750亿美元 一连串坏消息轮番砸盘\n\n\n5、美国商务部长：将很快与英国和日本商谈钢铝关税问题\n\n\n6、库克：我个人持有数字...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-11-10/doc-iktzqtyu6389114.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{".SPX":"S&P 500 Index","TSLA":"特斯拉",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-11-10/doc-iktzqtyu6389114.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2182086102","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、华尔街憧憬Brainard取代鲍威尔执掌美联储：利率有望维持低位更久\n\n\n2、美国PPI年创11年以来最大同比增幅 进一步刺激通胀忧虑\n\n\n3、通用电气上演三家分晋 昔日傲视群雄的标志企业将成为历史\n\n\n4、特斯拉市值蒸发1750亿美元 一连串坏消息轮番砸盘\n\n\n5、美国商务部长：将很快与英国和日本商谈钢铝关税问题\n\n\n6、库克：我个人持有数字加密货币 但苹果不会投资\n\n\n华尔街憧憬Brainard取代鲍威尔执掌美联储：利率有望维持低位更久\n美联储理事Lael Brainard是杰罗姆·鲍威尔连任美联储主席的有力竞争对手，这一迄今为止最强烈的信号浮现以来华尔街掀起了热议，各大机构纷纷揣测如果总统乔·拜登果真宣布对她的提名，金融市场将会做何反应。\n媒体周一报道称，Brainard上周到白宫时接受了出任美联储主席一职的面试。现代史上悬而未决时间最长的一次提名已经令人不再笃定鲍威尔明年2月任期届满时可以再干四年，尽管此前外界一直认为他将再获提名。\n美国国债收益率在报道发布后下跌，市场普遍认为Brainard在货币政策上比鲍威尔更加鸽派，投资者对她是否会落实美联储最新的资产购买减码时间表，会否在加息上比当前预期更长时间按兵不动等前景存在不同看法。\nBMO策略师Ian Lyngen表示，任命Brainard对债券市场会更加利多。他说，这是因为她可能会将低利率水平维持更长时间，并在最终开始加息时不那么激进。\n“她一直被认为是拜登不提名鲍威尔连任情况下的‘替代者’，” 他在一份报告中写道，“话虽如此，可以肯定的是，任何比鲍威尔更受政府青睐的候选人都会更加鸽派，” 因此，在隔夜时段看到了5年期之类的中期国债领涨。\n\n美国PPI年创11年以来最大同比增幅 进一步刺激通胀忧虑\n受成本上涨推动，美国10月生产者价格指数（PPI）加速上升，进一步刺激了对通胀持续高企的担忧。\n美国劳工部周二公布的数据显示，PPI环比增长0.6%，同比增长8.6%，创2010年以来最大年增幅，符合经济学家预期。\n不包括波动较大的食品和能源，核心PPI增长0.4%，同比增长6.8%\n整体PPI的增长超过60%是由于商品成本升高，后者升1.2%，主要由于包括汽油在内的能源成本上涨所致。服务成本连续第二个月升幅温和，仅增长0.2%，反映出券商和投资咨询服务成本进一步回落。\nPPI报告凸显出物流瓶颈，材料短缺和劳动力成本上升如何推动近几个月来物价飙升。货运成本较9月创纪录上涨2.5%\n鉴于持续的供应链挑战预计将持续到2022年，生产者层面的持续价格上涨预示未来几个月消费物价将进一步走高。\n\n通用电气上演三家分晋 昔日傲视群雄的标志企业将成为历史\n由著名发明家托马斯·爱迪生创建的通用电气是美国标志性的制造集团，业务遍及众多行业，市值一度傲视全球。如今，该公司将进行万众瞩目的业务分拆，变成三家彼此独立的公司。\n通用电气周二表示，将在2023年初分拆GE医疗业务，并将GE可再生能源、GE发电和GE数字业务合并成一个能源实体，在2024年初分拆。该公司剩余部分将包括GE航空，即飞机发动机制造业务。\n“我们今天正在做的，是打造医疗、航空和能源领域的三大投资级全球领军企业，”通用电气首席执行官Larry Culp在接受采访时表示。“通用电气在这些市场领先了很长时间，今天我们正在为自己再领先一个世纪做准备。”\n该公司表示，预计将产生20亿美元的一次性开支和不到5亿美元的税务成本。\n这项全面分拆计划标志着一个时代的终结——在20世纪的大部分时间里，商界是大型企业集团的天下。但随着投资者重视业务深度甚于业务广度，多个大型多元化集团在过去一些年被分拆。\n要看看通用电气的衰败，一个指标就可以说明：20年前，它是全球最大的公司，市值达到4，010亿美元；5年前，它勉强保住前十的位置；而到本周一，仅在标普500指数中就有数十家公司的市值超过通用电气。\n\n特斯拉市值蒸发1750亿美元 一连串坏消息轮番砸盘\n特斯拉市值蒸发近1750亿美元，迈向14个月来最大两日跌幅，一系列负面新闻的打击导致股价失去上行动能。\n从马斯克在社交媒体上发文是否该卖出10%特斯拉股票后，坏消息就开始接踵而至。先是披露文件显示马斯克的弟弟Kimbal在社交媒体用户投票前已经卖出部分股票，后来媒体报道，知名“大空头”Michael Burry表示，马斯克可能想通过卖股票来偿还个人债务。\nBurry暂时没有回复媒体关于其推文的求证，目前该条推文没有出现在他的社交媒体账号中。\nTudor Pickering的分析师Matt Portillo表示，“从长线看，该股被严重高估”。他认为马斯克发起的投票给了投资者一个减仓的借口。\n特斯拉周二盘中最高下跌12%， 周一收盘跌4.8%。\n\n美国商务部长：将很快与英国和日本商谈钢铝关税问题\n美国商务部长雷蒙多表示，美国预计会“很快”开始与英国和日本进行磋商，解决两国对钢铝关税的反对意见，同时解决方案必须保护美国的产业。雷蒙多本人计划在下周一访问日本时与日本官员讨论钢铁问题，这是她3月份上任以来首次出访亚洲。\n上月，美国与欧洲达成“停火”，取消了彼此的关税。雷蒙多表示，目前尚无法断言美国与日本距离解决该问题还有多远、是否可通过类似于欧洲的关税配额予以解决。\n\n库克：我个人持有数字加密货币 但苹果不会投资\n据报道，苹果CEO蒂姆·库克（Tim Cook）表示，他个人拥有数字加密货币，但苹果公司不会投资这项业务。\n库克在接受记者安德鲁·罗斯·索尔金（Andrew Ross Sorkin）采访时称：“我认为，将其（数字加密货币）作为多元化投资组合的一部分持有是合理的。顺便说一句，我不会给任何人提供投资建议。”\n库克表示，他对数字加密货币的兴趣已经有一段时间了，他也一直在研究相关内容。但库克同时强调，他的兴趣是出于“个人角度”，并驳斥了有关“苹果可能接受数字加密货币支付方式”的说法。此外，库克也排除了苹果用公司资金购买数字加密货币，作为投资的可能性。","news_type":1,"symbols_score_info":{".DJI":0.9,"TSLA":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1912,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":845833318,"gmtCreate":1636327253933,"gmtModify":1636327254129,"author":{"id":"3586340560570750","authorId":"3586340560570750","name":"10f6e09","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586340560570750","idStr":"3586340560570750"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>💁🏻‍♂️🤷🏻","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>💁🏻‍♂️🤷🏻","text":"$Tesla 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