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2021-07-22

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2021-08-31

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2021-07-26

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Tesla Reports Earnings Today. Here's What Matters Most.<blockquote>特斯拉今天公布收益。这是最重要的。</blockquote>

2021-08-04

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2021-07-25

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2021-08-23

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2021-08-11

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Bitcoin ETF Filing Flood Collides With Cooling Demand for Funds<blockquote>比特币 ETF 申请洪水与资金需求降温发生冲突</blockquote>

2021-08-03

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Most of Chinese stocks were down in morning trading<blockquote>大多数中国股票在早盘交易中下跌</blockquote>

2021-07-03

Latest

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2021-06-29

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stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1631713664,"share":"https://www.laohunote.com/m/news/1111336683?lang=zh_CN&edition=full","pubTime":"2021-09-15 21:47","market":"us","language":"en","title":"Lordstown Motors shares rose more than 2% in morning trading<blockquote>Lordstown Motors 股价早盘上涨超过 2%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1111336683","media":"Tiger Newspress","summary":"Lordstown Motors shares rose more than 2% in morning trading as Bank of America predicts 50% gain in","content":"<p>Lordstown Motors shares rose more than 2% in morning trading&nbsp;as&nbsp;Bank of America predicts 50% gain in Lucid, compares EV maker to Tesla and Ferrari.</p><p><blockquote>洛兹敦汽车公司 (Lordstown Motors) 股价在早盘交易中上涨超过 2%，美国银行预测 Lucid 股价将上涨 50%，将这家电动汽车制造商与特斯拉和法拉利进行了比较。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/484ff624066e1f9b28d33c81ced67cf8\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Lucid Group&nbsp;appears to be on firm footing to become one of the new electric vehicle start-ups that could turn into a real player in the auto market, according to Bank of America.</p><p><blockquote>美国银行表示，Lucid Group 似乎有望成为新的电动汽车初创企业之一，成为汽车市场的真正参与者。</blockquote></p><p> Analyst John Murphy initiated coverage of the stock with a buy rating, calling the company “the Tesla/Ferrari of new EV automakers” in a note to clients Wednesday.</p><p><blockquote>分析师 John Murphy 在周三给客户的一份报告中称，该公司是 “新电动汽车制造商中的特斯拉/法拉利”。</blockquote></p><p> “Our Buy rating on Lucid Group is predicated on our view that the company is one of the most legitimate among the universe of start-up electric vehicle (EV) automakers and also a relative competitive threat to the universe of incumbent automakers,” the note said.</p><p><blockquote>“报告称：”我们对 Lucid Group 的买入评级是基于我们的观点，即该公司是初创电动汽车（EV）汽车制造商中最合法的公司之一，也是对现有汽车制造商的相对竞争威胁。</blockquote></p><p> In addition to designing consumer vehicles, Lucid also supplies key components for Formula E, the highest level fully electric motorsports league. That is what is reminiscent of Ferrari, which is a supplier for Formula 1, Bank of America said.</p><p><blockquote>除了设计消费车辆，Lucid还为最高级别的纯电动赛车运动联赛Formula E提供关键零部件。美国银行表示，这让人想起一级方程式赛车的供应商法拉利。</blockquote></p><p> Lucid is also starting with expensive luxury cars as its initial products, similar to how Tesla began.</p><p><blockquote>Lucid 也以昂贵的豪华车作为其初始产品，类似于特斯拉的起步方式。</blockquote></p><p> Bank of America set a price target of $30 per share for Lucid, which is 58% above where the stock closed Tuesday. The bank said vehicle reservations and progress toward mass production will be key drivers for the stock in the near term.</p><p><blockquote>美国银行将 Lucid 的目标价定为每股 30 美元，比该股周二收盘价高出 58%。该银行表示，车辆预订和量产进展将是该股短期内的关键驱动因素。</blockquote></p><p> “A better measure of LCID’s success than near-term financials while the company/industry is still in very early stages will be customer reservation trends (latest estimate of &gt;10k as of June and Dream Edition fully reserved) and progress on start and ramp of production (target for SOP as of June had been 2H:21). Positive developments on both fronts will be necessary for the stock to work, which we generally anticipate,” the note said.</p><p><blockquote>“在公司/行业仍处于非常早期阶段的情况下，衡量 LCID 成功与否的更好指标是客户预订趋势（截至 6 月份的最新估计超过 1 万个，梦想版已全部预订）以及投产和加快生产的进度（截至 6 月份的标准操作程序目标为 2 小时 :21）。这两个方面的积极发展对于该股的运行是必要的，这是我们普遍预期的，”报告称。</blockquote></p><p> Lucid went public through a SPAC merger in July, making it one of many early stage electric vehicle companies to enter the public markets over the past two years. Some of those companies, including Lordstown Motors and Nikola, have suffered executive changes and falling stock prices as their production plans have proven hard to match.</p><p><blockquote>Lucid 于 7 月通过 SPAC 合并上市，成为过去两年进入公开市场的众多早期电动汽车公司之一。其中一些公司，包括 Lordstown Motors 和 Nikola，由于生产计划难以匹配，高管变动和股价下跌。</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>Lordstown Motors shares rose more than 2% in morning trading<blockquote>Lordstown Motors 股价早盘上涨超过 2%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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\">\nLordstown Motors shares rose more than 2% in morning trading<blockquote>Lordstown Motors 股价早盘上涨超过 2%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-09-15 21:47</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Lordstown Motors shares rose more than 2% in morning trading&nbsp;as&nbsp;Bank of America predicts 50% gain in Lucid, compares EV maker to Tesla and Ferrari.</p><p><blockquote>洛兹敦汽车公司 (Lordstown Motors) 股价在早盘交易中上涨超过 2%，美国银行预测 Lucid 股价将上涨 50%，将这家电动汽车制造商与特斯拉和法拉利进行了比较。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/484ff624066e1f9b28d33c81ced67cf8\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Lucid Group&nbsp;appears to be on firm footing to become one of the new electric vehicle start-ups that could turn into a real player in the auto market, according to Bank of America.</p><p><blockquote>美国银行表示，Lucid Group 似乎有望成为新的电动汽车初创企业之一，成为汽车市场的真正参与者。</blockquote></p><p> Analyst John Murphy initiated coverage of the stock with a buy rating, calling the company “the Tesla/Ferrari of new EV automakers” in a note to clients Wednesday.</p><p><blockquote>分析师 John Murphy 在周三给客户的一份报告中称，该公司是 “新电动汽车制造商中的特斯拉/法拉利”。</blockquote></p><p> “Our Buy rating on Lucid Group is predicated on our view that the company is one of the most legitimate among the universe of start-up electric vehicle (EV) automakers and also a relative competitive threat to the universe of incumbent automakers,” the note said.</p><p><blockquote>“报告称：”我们对 Lucid Group 的买入评级是基于我们的观点，即该公司是初创电动汽车（EV）汽车制造商中最合法的公司之一，也是对现有汽车制造商的相对竞争威胁。</blockquote></p><p> In addition to designing consumer vehicles, Lucid also supplies key components for Formula E, the highest level fully electric motorsports league. That is what is reminiscent of Ferrari, which is a supplier for Formula 1, Bank of America said.</p><p><blockquote>除了设计消费车辆，Lucid还为最高级别的纯电动赛车运动联赛Formula E提供关键零部件。美国银行表示，这让人想起一级方程式赛车的供应商法拉利。</blockquote></p><p> Lucid is also starting with expensive luxury cars as its initial products, similar to how Tesla began.</p><p><blockquote>Lucid 也以昂贵的豪华车作为其初始产品，类似于特斯拉的起步方式。</blockquote></p><p> Bank of America set a price target of $30 per share for Lucid, which is 58% above where the stock closed Tuesday. The bank said vehicle reservations and progress toward mass production will be key drivers for the stock in the near term.</p><p><blockquote>美国银行将 Lucid 的目标价定为每股 30 美元，比该股周二收盘价高出 58%。该银行表示，车辆预订和量产进展将是该股短期内的关键驱动因素。</blockquote></p><p> “A better measure of LCID’s success than near-term financials while the company/industry is still in very early stages will be customer reservation trends (latest estimate of &gt;10k as of June and Dream Edition fully reserved) and progress on start and ramp of production (target for SOP as of June had been 2H:21). Positive developments on both fronts will be necessary for the stock to work, which we generally anticipate,” the note said.</p><p><blockquote>“在公司/行业仍处于非常早期阶段的情况下，衡量 LCID 成功与否的更好指标是客户预订趋势（截至 6 月份的最新估计超过 1 万个，梦想版已全部预订）以及投产和加快生产的进度（截至 6 月份的标准操作程序目标为 2 小时 :21）。这两个方面的积极发展对于该股的运行是必要的，这是我们普遍预期的，”报告称。</blockquote></p><p> Lucid went public through a SPAC merger in July, making it one of many early stage electric vehicle companies to enter the public markets over the past two years. Some of those companies, including Lordstown Motors and Nikola, have suffered executive changes and falling stock prices as their production plans have proven hard to match.</p><p><blockquote>Lucid 于 7 月通过 SPAC 合并上市，成为过去两年进入公开市场的众多早期电动汽车公司之一。其中一些公司，包括 Lordstown Motors 和 Nikola，由于生产计划难以匹配，高管变动和股价下跌。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111336683","content_text":"Lordstown Motors shares rose more than 2% in morning trading as Bank of America predicts 50% gain in Lucid, compares EV maker to Tesla and Ferrari.\n\nLucid Group appears to be on firm footing to become one of the new electric vehicle start-ups that could turn into a real player in the auto market, according to Bank of America.\nAnalyst John Murphy initiated coverage of the stock with a buy rating, calling the company “the Tesla/Ferrari of new EV automakers” in a note to clients Wednesday.\n“Our Buy rating on Lucid Group is predicated on our view that the company is one of the most legitimate among the universe of start-up electric vehicle (EV) automakers and also a relative competitive threat to the universe of incumbent automakers,” the note said.\nIn addition to designing consumer vehicles, Lucid also supplies key components for Formula E, the highest level fully electric motorsports league. That is what is reminiscent of Ferrari, which is a supplier for Formula 1, Bank of America said.\nLucid is also starting with expensive luxury cars as its initial products, similar to how Tesla began.\nBank of America set a price target of $30 per share for Lucid, which is 58% above where the stock closed Tuesday. The bank said vehicle reservations and progress toward mass production will be key drivers for the stock in the near term.\n“A better measure of LCID’s success than near-term financials while the company/industry is still in very early stages will be customer reservation trends (latest estimate of >10k as of June and Dream Edition fully reserved) and progress on start and ramp of production (target for SOP as of June had been 2H:21). Positive developments on both fronts will be necessary for the stock to work, which we generally anticipate,” the note said.\nLucid went public through a SPAC merger in July, making it one of many early stage electric vehicle companies to enter the public markets over the past two years. Some of those companies, including Lordstown Motors and Nikola, have suffered executive changes and falling stock prices as their production plans have proven hard to match.","news_type":1,"symbols_score_info":{"RIDE":0.9}},"isVote":1,"tweetType":1,"viewCount":2328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":886023833,"gmtCreate":1631540163722,"gmtModify":1631891651691,"author":{"id":"3586820531331629","authorId":"3586820531331629","name":"Yiggy","avatar":"https://static.tigerbbs.com/ff58b9eedc6885ba1517f4653d6e0e58","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586820531331629","idStr":"3586820531331629"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/886023833","repostId":"1182444725","repostType":4,"repost":{"id":"1182444725","kind":"news","pubTimestamp":1631539630,"share":"https://www.laohunote.com/m/news/1182444725?lang=zh_CN&edition=full","pubTime":"2021-09-13 21:27","market":"us","language":"en","title":"This Popular Reddit Stock Is a Cathie Wood Favorite<blockquote>这只受欢迎的 Reddit 股票是 Cathie Wood 的最爱</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1182444725","media":"TheStreet","summary":"Sports data and technology company Genius Sports has been popular on the discussion boards. Today, W","content":"<p>Sports data and technology company Genius Sports has been popular on the discussion boards. Today, Wall Street Memes talks about GENI, a stock that is owned by Cathie Wood’s ARK Invest.</p><p><blockquote>体育数据和技术公司Genius Sports在讨论板上很受欢迎。今天，《华尔街备忘录》将谈论凯西-伍德（Cathie Wood）的方舟投资公司（ARK Invest）持有的一只股票 GENI。</blockquote></p><p> Genius Sports stock(<b>GENI</b>)&nbsp;has been trending among retail investors on Reddit forum WallStreetBets. The stock is backed by famed investor Cathie Wood’s ARK Invest, which owns well over 1 million shares of GENI.</p><p><blockquote>天才体育股票(<b>基因</b>) 一直是 Reddit 论坛 WallStreetBets 上散户投资者的趋势。这只股票得到了著名投资者凯西-伍德（Cathie Wood）的方舟投资公司（ARK Invest）的支持，该公司拥有超过 100 万股 GENI 股票。</blockquote></p><p> Today, Wall Street Memes talks about GENI stock and the investment opportunity.</p><p><blockquote>今天，华尔街模因谈论GENI股票和投资机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/540f18555bb9cbe337bb2df3d6538ce1\" tg-width=\"740\" tg-height=\"416\" width=\"100%\" height=\"auto\"><span>Figure 1: Genius Sports on NYSE.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：纽约证券交易所的天才体育。</span></p></blockquote></p><p> <b>Background first</b></p><p><blockquote><b>背景第一</b></blockquote></p><p> Genius Sport is a $4.2 billion market cap company that collects and processes data from sports events and later sells it to gambling companies like Skillz&nbsp;and DraftKings. Genius is anofficialdata partner of the NFL and also has deals with NASCAR, MLB, NBA and others.</p><p><blockquote>Genius Sport是一家市值42亿美元的公司，收集和处理体育赛事数据，然后将其出售给Skillz和DraftKings等博彩公司。Genius 是 NFL 的官方数据合作伙伴，还与 NASCAR、MLB、NBA 等公司达成了协议。</blockquote></p><p> Currently, Sportsradar is a main competitor, although it is not a publicly traded company. Genius went public in April of 2021 through SPAC dMY Technology Group, with an initial share price of $21.60. Currently, the stock is priced a bit over $22.</p><p><blockquote>目前，Sportsradar是一个主要的竞争对手，尽管它不是一家上市公司。Genius于2021年4月通过SPAC dMY Technology Group上市，初始股价为21.60美元。目前，该股价格略高于 22 美元。</blockquote></p><p> <b>Recent financial performance</b></p><p><blockquote><b>近期财务表现</b></blockquote></p><p> In the second quarter of this year, Genius&nbsp;reported&nbsp;revenues of nearly $56 million that topped consensus by $2 million, for growth of 108% YOY. Adjusted EBITDA increased 126% YOY to $5 million. The company also announced multi-year strategic partnerships with DraftKings, Caesars and WynnBET to provide a full range of official sportsbook data and content.</p><p><blockquote>今年第二季度，Genius 公布的收入接近 5600 万美元，比市场预期高出 200 万美元，同比增长 108%。调整后 EBITDA 同比增长 126%，达到 500 万美元。该公司还宣布与DraftKings、Caesars和WynnBET建立多年战略合作伙伴关系，提供全方位的官方体育博彩数据和内容。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6c7223db37da85e3a4df6c7b41c37e61\" tg-width=\"1064\" tg-height=\"593\" width=\"100%\" height=\"auto\"><span>Figure 2: GENI second quarter financial results.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：GENI第二季度财务业绩。</span></p></blockquote></p><p> On the bottom line, the company reported a large EPS miss in Q2, although much of it can be attributed to below-the-line items that should not mean much to the investment thesis. Net loss of $464 million compared to $7 million loss in the same period on the prior year.</p><p><blockquote>总而言之，该公司报告第二季度每股收益大幅下滑，尽管这在很大程度上可以归因于对投资论点没有太大意义的线下项目。净亏损为 4.64 亿美元，而去年同期亏损 700 万美元。</blockquote></p><p> <b>Why ARK Invest is betting on GENI</b></p><p><blockquote><b>为什么 ARK Invest 押注 GENI</b></blockquote></p><p> Cathie Wood’s ARK Invest has seen plenty of growth opportunities in online sports betting, since it started to be&nbsp;legalized, in 2018. The New-York based fund’s analyst Nicholas Grous&nbsp;believes&nbsp;in the following:</p><p><blockquote>自 2018 年在线体育博彩开始合法化以来，Cathie Wood 的 ARK Invest 在在线体育博彩领域看到了大量的增长机会。这家总部位于纽约的基金分析师尼古拉斯-格鲁斯（Nicholas Grous）认为：</blockquote></p><p>   “According to our research, during the next five years, as the handle for online sports betting scales 10-fold from roughly $18 billion to $180 billion, the three major sports betting categories combined could generate 31% revenue growth at a compound annual rate, increasing the online sports betting category from $9.5 billion last year to $37 billion in 2025.”  ARK Invest sees Genius Sports as part of the backbone in regulated sports betting. The fund initially&nbsp;bought&nbsp;280,000 shares for its ARK Next Generation Internet ETF&nbsp;(<b>ARKW</b>)&nbsp;in August 2021 and kept buying more. Today, the fund owns 1.4 million shares. See below:</p><p><blockquote>“根据我们的研究，在未来五年内，随着在线体育博彩的规模从约 180 亿美元增长 10 倍至 1800 亿美元，三大体育博彩类别加起来可实现 31% 的年复合收入增长，使在线体育博彩类别从去年的 95 亿美元增加到 2025 年的 370 亿美元。”ARK Invest 将 Genius Sports 视为受监管体育博彩支柱的一部分。该基金最初为其 ARK 下一代互联网 ETF 购买了 280,000 股股票（<b>方舟</b>) 2021 年 8 月并继续购买更多。如今，该基金拥有140万股股票。见下文：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ee7ee315359caf12efd853516269dcf6\" tg-width=\"1230\" tg-height=\"613\" width=\"100%\" height=\"auto\"><span>Figure 3: ARKW Holdings of Genius Sports (GENI).</span></p><p><blockquote><p class=\"t-img-caption\"><span>图 3：天才体育 (GENI) 的 ARKW 持股。</span></p></blockquote></p><p> <b>Wall Street Memes’ final observations</b></p><p><blockquote><b>华尔街迷因的最终观察</b></blockquote></p><p> GENI stock differs from “traditional” meme stocks primarily because short interest is low, at less than 5%, and the business fundamentals look solid. The stock’s popularity on Reddit appears to be mainly due to the prospects in sports betting and the opportunities that Genius Sports faces within this emerging industry.</p><p><blockquote>GENI 股票与 “传统 ”流行语股票的不同之处在于，空头利息较低，不到 5%，而且商业基本面看起来很稳健。该股在 Reddit 上的受欢迎程度似乎主要归功于体育博彩的前景以及 Genius Sports 在这个新兴行业中面临的机遇。</blockquote></p><p> In any case, the ARK fund’s investment in GENI can reinforce retail investors’ confidence in the stock, given the solid track record of Cathie Wood and her team.</p><p><blockquote>无论如何，鉴于凯西-伍德（Cathie Wood）及其团队的良好业绩记录，方舟基金对 GENI 的投资可以增强散户投资者对该股的信心。</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>This Popular Reddit Stock Is a Cathie Wood Favorite<blockquote>这只受欢迎的 Reddit 股票是 Cathie Wood 的最爱</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\">\nThis Popular Reddit Stock Is a Cathie Wood Favorite<blockquote>这只受欢迎的 Reddit 股票是 Cathie Wood 的最爱</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-09-13 21:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Sports data and technology company Genius Sports has been popular on the discussion boards. Today, Wall Street Memes talks about GENI, a stock that is owned by Cathie Wood’s ARK Invest.</p><p><blockquote>体育数据和技术公司Genius Sports在讨论板上很受欢迎。今天，《华尔街备忘录》将谈论凯西-伍德（Cathie Wood）的方舟投资公司（ARK Invest）持有的一只股票 GENI。</blockquote></p><p> Genius Sports stock(<b>GENI</b>)&nbsp;has been trending among retail investors on Reddit forum WallStreetBets. The stock is backed by famed investor Cathie Wood’s ARK Invest, which owns well over 1 million shares of GENI.</p><p><blockquote>天才体育股票(<b>基因</b>) 一直是 Reddit 论坛 WallStreetBets 上散户投资者的趋势。这只股票得到了著名投资者凯西-伍德（Cathie Wood）的方舟投资公司（ARK Invest）的支持，该公司拥有超过 100 万股 GENI 股票。</blockquote></p><p> Today, Wall Street Memes talks about GENI stock and the investment opportunity.</p><p><blockquote>今天，华尔街模因谈论GENI股票和投资机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/540f18555bb9cbe337bb2df3d6538ce1\" tg-width=\"740\" tg-height=\"416\" width=\"100%\" height=\"auto\"><span>Figure 1: Genius Sports on NYSE.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：纽约证券交易所的天才体育。</span></p></blockquote></p><p> <b>Background first</b></p><p><blockquote><b>背景第一</b></blockquote></p><p> Genius Sport is a $4.2 billion market cap company that collects and processes data from sports events and later sells it to gambling companies like Skillz&nbsp;and DraftKings. Genius is anofficialdata partner of the NFL and also has deals with NASCAR, MLB, NBA and others.</p><p><blockquote>Genius Sport是一家市值42亿美元的公司，收集和处理体育赛事数据，然后将其出售给Skillz和DraftKings等博彩公司。Genius 是 NFL 的官方数据合作伙伴，还与 NASCAR、MLB、NBA 等公司达成了协议。</blockquote></p><p> Currently, Sportsradar is a main competitor, although it is not a publicly traded company. Genius went public in April of 2021 through SPAC dMY Technology Group, with an initial share price of $21.60. Currently, the stock is priced a bit over $22.</p><p><blockquote>目前，Sportsradar是一个主要的竞争对手，尽管它不是一家上市公司。Genius于2021年4月通过SPAC dMY Technology Group上市，初始股价为21.60美元。目前，该股价格略高于 22 美元。</blockquote></p><p> <b>Recent financial performance</b></p><p><blockquote><b>近期财务表现</b></blockquote></p><p> In the second quarter of this year, Genius&nbsp;reported&nbsp;revenues of nearly $56 million that topped consensus by $2 million, for growth of 108% YOY. Adjusted EBITDA increased 126% YOY to $5 million. The company also announced multi-year strategic partnerships with DraftKings, Caesars and WynnBET to provide a full range of official sportsbook data and content.</p><p><blockquote>今年第二季度，Genius 公布的收入接近 5600 万美元，比市场预期高出 200 万美元，同比增长 108%。调整后 EBITDA 同比增长 126%，达到 500 万美元。该公司还宣布与DraftKings、Caesars和WynnBET建立多年战略合作伙伴关系，提供全方位的官方体育博彩数据和内容。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6c7223db37da85e3a4df6c7b41c37e61\" tg-width=\"1064\" tg-height=\"593\" width=\"100%\" height=\"auto\"><span>Figure 2: GENI second quarter financial results.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：GENI第二季度财务业绩。</span></p></blockquote></p><p> On the bottom line, the company reported a large EPS miss in Q2, although much of it can be attributed to below-the-line items that should not mean much to the investment thesis. Net loss of $464 million compared to $7 million loss in the same period on the prior year.</p><p><blockquote>总而言之，该公司报告第二季度每股收益大幅下滑，尽管这在很大程度上可以归因于对投资论点没有太大意义的线下项目。净亏损为 4.64 亿美元，而去年同期亏损 700 万美元。</blockquote></p><p> <b>Why ARK Invest is betting on GENI</b></p><p><blockquote><b>为什么 ARK Invest 押注 GENI</b></blockquote></p><p> Cathie Wood’s ARK Invest has seen plenty of growth opportunities in online sports betting, since it started to be&nbsp;legalized, in 2018. The New-York based fund’s analyst Nicholas Grous&nbsp;believes&nbsp;in the following:</p><p><blockquote>自 2018 年在线体育博彩开始合法化以来，Cathie Wood 的 ARK Invest 在在线体育博彩领域看到了大量的增长机会。这家总部位于纽约的基金分析师尼古拉斯-格鲁斯（Nicholas Grous）认为：</blockquote></p><p>   “According to our research, during the next five years, as the handle for online sports betting scales 10-fold from roughly $18 billion to $180 billion, the three major sports betting categories combined could generate 31% revenue growth at a compound annual rate, increasing the online sports betting category from $9.5 billion last year to $37 billion in 2025.”  ARK Invest sees Genius Sports as part of the backbone in regulated sports betting. The fund initially&nbsp;bought&nbsp;280,000 shares for its ARK Next Generation Internet ETF&nbsp;(<b>ARKW</b>)&nbsp;in August 2021 and kept buying more. Today, the fund owns 1.4 million shares. See below:</p><p><blockquote>“根据我们的研究，在未来五年内，随着在线体育博彩的规模从约 180 亿美元增长 10 倍至 1800 亿美元，三大体育博彩类别加起来可实现 31% 的年复合收入增长，使在线体育博彩类别从去年的 95 亿美元增加到 2025 年的 370 亿美元。”ARK Invest 将 Genius Sports 视为受监管体育博彩支柱的一部分。该基金最初为其 ARK 下一代互联网 ETF 购买了 280,000 股股票（<b>方舟</b>) 2021 年 8 月并继续购买更多。如今，该基金拥有140万股股票。见下文：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ee7ee315359caf12efd853516269dcf6\" tg-width=\"1230\" tg-height=\"613\" width=\"100%\" height=\"auto\"><span>Figure 3: ARKW Holdings of Genius Sports (GENI).</span></p><p><blockquote><p class=\"t-img-caption\"><span>图 3：天才体育 (GENI) 的 ARKW 持股。</span></p></blockquote></p><p> <b>Wall Street Memes’ final observations</b></p><p><blockquote><b>华尔街迷因的最终观察</b></blockquote></p><p> GENI stock differs from “traditional” meme stocks primarily because short interest is low, at less than 5%, and the business fundamentals look solid. The stock’s popularity on Reddit appears to be mainly due to the prospects in sports betting and the opportunities that Genius Sports faces within this emerging industry.</p><p><blockquote>GENI 股票与 “传统 ”流行语股票的不同之处在于，空头利息较低，不到 5%，而且商业基本面看起来很稳健。该股在 Reddit 上的受欢迎程度似乎主要归功于体育博彩的前景以及 Genius Sports 在这个新兴行业中面临的机遇。</blockquote></p><p> In any case, the ARK fund’s investment in GENI can reinforce retail investors’ confidence in the stock, given the solid track record of Cathie Wood and her team.</p><p><blockquote>无论如何，鉴于凯西-伍德（Cathie Wood）及其团队的良好业绩记录，方舟基金对 GENI 的投资可以增强散户投资者对该股的信心。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/memestocks/other-memes/this-popular-reddit-stock-is-a-cathie-wood-favorite\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GENI":"Genius Sports Ltd"},"source_url":"https://www.thestreet.com/memestocks/other-memes/this-popular-reddit-stock-is-a-cathie-wood-favorite","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182444725","content_text":"Sports data and technology company Genius Sports has been popular on the discussion boards. Today, Wall Street Memes talks about GENI, a stock that is owned by Cathie Wood’s ARK Invest.\nGenius Sports stock(GENI) has been trending among retail investors on Reddit forum WallStreetBets. The stock is backed by famed investor Cathie Wood’s ARK Invest, which owns well over 1 million shares of GENI.\nToday, Wall Street Memes talks about GENI stock and the investment opportunity.\nFigure 1: Genius Sports on NYSE.\nBackground first\nGenius Sport is a $4.2 billion market cap company that collects and processes data from sports events and later sells it to gambling companies like Skillz and DraftKings. Genius is anofficialdata partner of the NFL and also has deals with NASCAR, MLB, NBA and others.\nCurrently, Sportsradar is a main competitor, although it is not a publicly traded company. Genius went public in April of 2021 through SPAC dMY Technology Group, with an initial share price of $21.60. Currently, the stock is priced a bit over $22.\nRecent financial performance\nIn the second quarter of this year, Genius reported revenues of nearly $56 million that topped consensus by $2 million, for growth of 108% YOY. Adjusted EBITDA increased 126% YOY to $5 million. The company also announced multi-year strategic partnerships with DraftKings, Caesars and WynnBET to provide a full range of official sportsbook data and content.\nFigure 2: GENI second quarter financial results.\nOn the bottom line, the company reported a large EPS miss in Q2, although much of it can be attributed to below-the-line items that should not mean much to the investment thesis. Net loss of $464 million compared to $7 million loss in the same period on the prior year.\nWhy ARK Invest is betting on GENI\nCathie Wood’s ARK Invest has seen plenty of growth opportunities in online sports betting, since it started to be legalized, in 2018. The New-York based fund’s analyst Nicholas Grous believes in the following:\n\n “According to our research, during the next five years, as the handle for online sports betting scales 10-fold from roughly $18 billion to $180 billion, the three major sports betting categories combined could generate 31% revenue growth at a compound annual rate, increasing the online sports betting category from $9.5 billion last year to $37 billion in 2025.”\n\nARK Invest sees Genius Sports as part of the backbone in regulated sports betting. The fund initially bought 280,000 shares for its ARK Next Generation Internet ETF (ARKW) in August 2021 and kept buying more. Today, the fund owns 1.4 million shares. See below:\nFigure 3: ARKW Holdings of Genius Sports (GENI).\nWall Street Memes’ final observations\nGENI stock differs from “traditional” meme stocks primarily because short interest is low, at less than 5%, and the business fundamentals look solid. The stock’s popularity on Reddit appears to be mainly due to the prospects in sports betting and the opportunities that Genius Sports faces within this emerging industry.\nIn any case, the ARK fund’s investment in GENI can reinforce retail investors’ confidence in the stock, given the solid track record of Cathie Wood and her team.","news_type":1,"symbols_score_info":{"GENI":0.9}},"isVote":1,"tweetType":1,"viewCount":2089,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":812575992,"gmtCreate":1630597790616,"gmtModify":1631891651705,"author":{"id":"3586820531331629","authorId":"3586820531331629","name":"Yiggy","avatar":"https://static.tigerbbs.com/ff58b9eedc6885ba1517f4653d6e0e58","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586820531331629","idStr":"3586820531331629"},"themes":[],"title":"","htmlText":"Hmmm","listText":"Hmmm","text":"Hmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/812575992","repostId":"2164282258","repostType":4,"isVote":1,"tweetType":1,"viewCount":2758,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":816678892,"gmtCreate":1630501224416,"gmtModify":1631891651726,"author":{"id":"3586820531331629","authorId":"3586820531331629","name":"Yiggy","avatar":"https://static.tigerbbs.com/ff58b9eedc6885ba1517f4653d6e0e58","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586820531331629","idStr":"3586820531331629"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/816678892","repostId":"2164125892","repostType":4,"isVote":1,"tweetType":1,"viewCount":2728,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818653196,"gmtCreate":1630405702815,"gmtModify":1631891651729,"author":{"id":"3586820531331629","authorId":"3586820531331629","name":"Yiggy","avatar":"https://static.tigerbbs.com/ff58b9eedc6885ba1517f4653d6e0e58","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586820531331629","idStr":"3586820531331629"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/818653196","repostId":"2163319158","repostType":4,"isVote":1,"tweetType":1,"viewCount":2555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":811508866,"gmtCreate":1630330775155,"gmtModify":1704958558253,"author":{"id":"3586820531331629","authorId":"3586820531331629","name":"Yiggy","avatar":"https://static.tigerbbs.com/ff58b9eedc6885ba1517f4653d6e0e58","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586820531331629","idStr":"3586820531331629"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/811508866","repostId":"1182616475","repostType":4,"isVote":1,"tweetType":1,"viewCount":2385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813506181,"gmtCreate":1630210115643,"gmtModify":1704957088240,"author":{"id":"3586820531331629","authorId":"3586820531331629","name":"Yiggy","avatar":"https://static.tigerbbs.com/ff58b9eedc6885ba1517f4653d6e0e58","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586820531331629","idStr":"3586820531331629"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/813506181","repostId":"1129129956","repostType":4,"repost":{"id":"1129129956","kind":"news","pubTimestamp":1630201285,"share":"https://www.laohunote.com/m/news/1129129956?lang=zh_CN&edition=full","pubTime":"2021-08-29 09:41","market":"us","language":"en","title":"This Unloved Tech Stock Could Make You Rich One Day<blockquote>这只不受欢迎的科技股有一天可能会让你致富</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129129956","media":"Motley Fool","summary":"The iBuying business is a race to grow larger, and Opendoor is winning.The company is growing at a rate that is two years ahead of what management projected just a year earlier.The market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.Real estate iBuying company Opendoor Technologieshas been executing at a high level in the three quarters since coming public via a special purpose acquisition company  merger. In a race to disrupt residential ","content":"<p>Key Points</p><p><blockquote>要点</blockquote></p><p> <ul>  <li>The iBuying business is a race to grow larger, and Opendoor is winning.</li>  <li>The company is growing at a rate that is two years ahead of what management projected just a year earlier.</li>  <li>The market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.</li> </ul> </p><p><blockquote><ul><li>iBuying 业务是一场扩大规模的竞赛，而 Opendoor 正在获胜。</li><li>该公司的增长速度比管理层一年前的预测提前了两年。</li><li>市场对几乎所有 SPAC 都持看跌态度，这使得 Opendoor 成为一笔最终可能带来巨大回报的便宜货。</li></ul></blockquote></p><p> Real estate iBuying company&nbsp;<b>Opendoor Technologies</b>(NASDAQ:OPEN)has been executing at a high level in the three quarters since coming public via a special purpose acquisition company (SPAC) merger. In a race to disrupt residential real estate, one of the largest markets in the world, Opendoor's long-term potential could bring big returns for patient investors.</p><p><blockquote>房地产iBuying公司<b>Opendoor技术</b>（纳斯达克股票代码：OPEN）自通过特殊目的收购公司（SPAC）合并上市以来，三个季度的执行力一直处于高水平。在扰乱全球最大市场之一住宅房地产的竞赛中，Opendoor 的长期潜力可以为耐心的投资者带来丰厚的回报。</blockquote></p><p> Despite the upside, the market hasn't yet appreciated Opendoor's accomplishments; the stock is down more than 50% from its highs. There are three important clues that Opendoor could be a compelling investment idea for bold investors.</p><p><blockquote>尽管有上涨空间，但市场尚未欣赏 Opendoor 的成就；该股较高点下跌了 50% 以上。有三个重要线索表明，对于大胆的投资者来说，Opendoor 可能是一个有吸引力的投资理念。</blockquote></p><p> <h3>1. Opendoor is winning the iBuying battle</h3> The traditional home-buying process in the United States is slow and handled by multiple parties, including agents, lawyers, inspectors, and bankers. This creates a lot of back and forth paperwork and drags the process out to more than 30 days, on average.</p><p><blockquote><h3>1. Opendoor正在赢得iBuying之战</h3>美国传统的购房过程很慢，由多方处理，包括代理人、律师、检查员和银行家。这会产生大量的来回文书工作，并将流程平均拖延超过30天。</blockquote></p><p> Opendoor pioneered the concept of \"iBuying,\" where the buying and selling of a house are digitized, and a company like Opendoor works directly with sellers to provide them with a cash offer and a digital closing process. The company then resells the house on the market. The iBuying process cuts out agents and some of the fees associated with traditional closings, such as agent commissions. Opendoor then resells the house on the market and charges a service fee of up to 5% on the transaction.</p><p><blockquote>Opendoor开创了“iBuying”的概念，即房屋的买卖是数字化的，像Opendoor这样的公司直接与卖家合作，为他们提供现金报价和数字成交流程。然后该公司在市场上转售房子。iBuying流程省去了代理和与传统成交相关的一些费用，如代理佣金。然后，Opendoor在市场上转售房屋，并对交易收取高达5%的服务费。</blockquote></p><p> After seeing Opendoor steadily grow with its iBuying concept, competitors have also begun to offer iBuying services, including&nbsp;<b>Zillow Group</b>&nbsp;and Offerpad. Because of how capital intensive the business is (a lot of money is needed to buy and sell thousands of houses) and how price competitive the housing market is, these companies are racing to get as big as possible. As the companies buy and sell more homes, they have the ability to become more profitable by leveraging outsourced contractors to save money, and its pricing algorithm improves as it sees more transactions.</p><p><blockquote>在看到 Opendoor 凭借其 iBuying 概念稳步增长后，竞争对手也开始提供 iBuying 服务，包括<b>Zillow集团</b>和Offerpad。由于该业务的资本密集型（买卖数千套房屋需要大量资金）以及房地产市场的价格竞争力，这些公司正在竞相做大。随着公司买卖更多的房屋，他们有能力通过利用外包承包商来节省资金来获得更多利润，并且随着交易的增加，其定价算法也会得到改进。</blockquote></p><p> According to iBuyerStats, a website dedicated to tracking the competitors found in iBuying, Opendoor has consistently had the most housing inventory available for sale. It currently has roughly 3,300 houses for sale, 53% more than Zillow and more than four times as many as Offerpad.</p><p><blockquote>根据专门跟踪iBuying竞争对手的网站iBuyerStats的数据，Opendoor一直拥有最多的可供出售的住房库存。该公司目前约有 3,300 套房屋待售，比 Zillow 多 53%，是 Offerpad 的四倍多。</blockquote></p><p> <h3>2. Revenue growth is ahead of schedule</h3> When companies go public viaSPACmerger, they lay out a public presentation of their business, often including long-term growth projections. Opendoor laid out its pre-merger investor presentation about a year ago, in September 2020.</p><p><blockquote><h3>2.收入增长提前</h3>当公司通过PacMerger上市时，他们会公开展示自己的业务，通常包括长期增长预测。大约一年前，即 2020 年 9 月，Opendoor 发布了合并前投资者演示文稿。</blockquote></p><p> Fast forward to the company's recent 2021 Q2 earnings call. CEO and founder Eric Wu said on the earnings call, \"... based on our current progress, our second half revenue run rate is on track to exceed our 2023 target, a full two years ahead of plan.\"</p><p><blockquote>快进到该公司最近发布的 2021 年第二季度收益看涨期权。首席执行官兼创始人 Eric Wu 在财报看涨期权上表示：“……根据我们目前的进展，我们下半年的收入运行率有望超过 2023 年的目标，比计划提前整整两年。”</blockquote></p><p> In other words, if Opendoor were to operate for 12 months at the level the business currently is, it would surpass the $9.8 billion in revenue it projected for 2023. This is an underlooked point because if Opendoor is already two years ahead of its original growth curve, where will it be by 2023? Sure, a dip in the housing market or other events could disrupt the company's speed of growth, but Opendoor is showing the world that the business is operating at a high level.</p><p><blockquote>换句话说，如果 Opendoor 以目前的业务水平运营 12 个月，它将超过 2023 年预计的 98 亿美元收入。这是一个被忽视的点，因为如果 Opendoor 已经比其最初的增长曲线提前了两年，那么到 2023 年它将处于什么位置？当然，房地产市场的下滑或其他事件可能会扰乱该公司的增长速度，但 Opendoor 正在向世界展示该业务正在高水平运营。</blockquote></p><p> <h3>3. SPACs are out of favor with the market... opportunity?</h3> Investors have overlooked this strong performance, focusing instead on the fact that Opendoor joined the public market via SPAC merger. It has hardly mattered what operating results or earnings have looked like for former SPACs; the stock market has been selling off virtually all SPAC-based stocks for several months now.</p><p><blockquote><h3>3、SPAC不受市场青睐……机会？</h3>投资者忽略了这一强劲表现，而是关注 Opendoor 通过 SPAC 合并加入公开市场的事实。对于以前的 SPAC 来说，经营业绩或收益几乎无关紧要；几个月来，股市一直在抛售几乎所有基于特殊目的收购公司的股票。</blockquote></p><p> Investors have been spooked by a handful of \"bad apple\" companies turning up fraudulent, and other companies have wildly missed on the projections they made before going public. These instances have burned those involved, and investors have taken a much more cautious attitude toward SPACs as a whole.</p><p><blockquote>投资者对少数“坏苹果”公司被发现存在欺诈行为感到害怕，而其他公司则严重错过了他们在上市前做出的预测。这些例子让相关人员感到焦虑，投资者对 SPAC 整体采取了更加谨慎的态度。</blockquote></p><p> But if companies like Opendoor keep blowing away estimates, the market is likely to come around eventually. When it does, the stock price could move aggressively. If we take Eric Wu's comments about revenue and assume that Opendoor does sales of $10 billion in 2022 (in other words, Opendoor stops growing and maintains its current pace over the following year), the stock currently trades at aprice-to-sales(P/S) ratio of just 1.0. That's a bargain-bin valuation.</p><p><blockquote>但如果像 Opendoor 这样的公司继续夸大预期，市场最终可能会好转。当这种情况发生时，股价可能会大幅波动。如果我们接受 Eric Wu 对收入的评论，并假设 Opendoor 在 2022 年的销售额为 100 亿美元（换句话说，Opendoor 在接下来的一年里停止增长并保持当前的速度），那么该股目前的交易价格与销售额（P/S）比率仅为 1.0。这是一个便宜货的估值。</blockquote></p><p> Competitor Zillow Group trades at a P/S ratio of more than 3, reflecting Opendoor's discount as a former SPAC.</p><p><blockquote>竞争对手 Zillow Group 的市盈率超过 3，反映了 Opendoor 作为前 SPAC 的折扣。</blockquote></p><p></p><p> <h3>Here's the bottom line</h3> Real estate is a huge market, and it's a complicated industry because of the clash between traditional agents and the \"new kids\" on the block trying to bring technology into homebuying. It's too early to say that Opendoor will become the \"<b>Amazon</b>\" of home buying, but what seems certain is that the company is&nbsp;poised to be a big player&nbsp;in real estate's future if it keeps performing like this.</p><p><blockquote><h3>这是底线</h3>房地产是一个巨大的市场，这是一个复杂的行业，因为传统代理商和试图将技术引入购房的“新人”之间存在冲突。现在说Opendoor将成为“<b>亚马逊</b>但似乎可以肯定的是，如果该公司继续保持这样的表现，它将成为房地产未来的重要参与者。</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>This Unloved Tech Stock Could Make You Rich One Day<blockquote>这只不受欢迎的科技股有一天可能会让你致富</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\">\nThis Unloved Tech Stock Could Make You Rich One Day<blockquote>这只不受欢迎的科技股有一天可能会让你致富</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-08-29 09:41</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Key Points</p><p><blockquote>要点</blockquote></p><p> <ul>  <li>The iBuying business is a race to grow larger, and Opendoor is winning.</li>  <li>The company is growing at a rate that is two years ahead of what management projected just a year earlier.</li>  <li>The market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.</li> </ul> </p><p><blockquote><ul><li>iBuying 业务是一场扩大规模的竞赛，而 Opendoor 正在获胜。</li><li>该公司的增长速度比管理层一年前的预测提前了两年。</li><li>市场对几乎所有 SPAC 都持看跌态度，这使得 Opendoor 成为一笔最终可能带来巨大回报的便宜货。</li></ul></blockquote></p><p> Real estate iBuying company&nbsp;<b>Opendoor Technologies</b>(NASDAQ:OPEN)has been executing at a high level in the three quarters since coming public via a special purpose acquisition company (SPAC) merger. In a race to disrupt residential real estate, one of the largest markets in the world, Opendoor's long-term potential could bring big returns for patient investors.</p><p><blockquote>房地产iBuying公司<b>Opendoor技术</b>（纳斯达克股票代码：OPEN）自通过特殊目的收购公司（SPAC）合并上市以来，三个季度的执行力一直处于高水平。在扰乱全球最大市场之一住宅房地产的竞赛中，Opendoor 的长期潜力可以为耐心的投资者带来丰厚的回报。</blockquote></p><p> Despite the upside, the market hasn't yet appreciated Opendoor's accomplishments; the stock is down more than 50% from its highs. There are three important clues that Opendoor could be a compelling investment idea for bold investors.</p><p><blockquote>尽管有上涨空间，但市场尚未欣赏 Opendoor 的成就；该股较高点下跌了 50% 以上。有三个重要线索表明，对于大胆的投资者来说，Opendoor 可能是一个有吸引力的投资理念。</blockquote></p><p> <h3>1. Opendoor is winning the iBuying battle</h3> The traditional home-buying process in the United States is slow and handled by multiple parties, including agents, lawyers, inspectors, and bankers. This creates a lot of back and forth paperwork and drags the process out to more than 30 days, on average.</p><p><blockquote><h3>1. Opendoor正在赢得iBuying之战</h3>美国传统的购房过程很慢，由多方处理，包括代理人、律师、检查员和银行家。这会产生大量的来回文书工作，并将流程平均拖延超过30天。</blockquote></p><p> Opendoor pioneered the concept of \"iBuying,\" where the buying and selling of a house are digitized, and a company like Opendoor works directly with sellers to provide them with a cash offer and a digital closing process. The company then resells the house on the market. The iBuying process cuts out agents and some of the fees associated with traditional closings, such as agent commissions. Opendoor then resells the house on the market and charges a service fee of up to 5% on the transaction.</p><p><blockquote>Opendoor开创了“iBuying”的概念，即房屋的买卖是数字化的，像Opendoor这样的公司直接与卖家合作，为他们提供现金报价和数字成交流程。然后该公司在市场上转售房子。iBuying流程省去了代理和与传统成交相关的一些费用，如代理佣金。然后，Opendoor在市场上转售房屋，并对交易收取高达5%的服务费。</blockquote></p><p> After seeing Opendoor steadily grow with its iBuying concept, competitors have also begun to offer iBuying services, including&nbsp;<b>Zillow Group</b>&nbsp;and Offerpad. Because of how capital intensive the business is (a lot of money is needed to buy and sell thousands of houses) and how price competitive the housing market is, these companies are racing to get as big as possible. As the companies buy and sell more homes, they have the ability to become more profitable by leveraging outsourced contractors to save money, and its pricing algorithm improves as it sees more transactions.</p><p><blockquote>在看到 Opendoor 凭借其 iBuying 概念稳步增长后，竞争对手也开始提供 iBuying 服务，包括<b>Zillow集团</b>和Offerpad。由于该业务的资本密集型（买卖数千套房屋需要大量资金）以及房地产市场的价格竞争力，这些公司正在竞相做大。随着公司买卖更多的房屋，他们有能力通过利用外包承包商来节省资金来获得更多利润，并且随着交易的增加，其定价算法也会得到改进。</blockquote></p><p> According to iBuyerStats, a website dedicated to tracking the competitors found in iBuying, Opendoor has consistently had the most housing inventory available for sale. It currently has roughly 3,300 houses for sale, 53% more than Zillow and more than four times as many as Offerpad.</p><p><blockquote>根据专门跟踪iBuying竞争对手的网站iBuyerStats的数据，Opendoor一直拥有最多的可供出售的住房库存。该公司目前约有 3,300 套房屋待售，比 Zillow 多 53%，是 Offerpad 的四倍多。</blockquote></p><p> <h3>2. Revenue growth is ahead of schedule</h3> When companies go public viaSPACmerger, they lay out a public presentation of their business, often including long-term growth projections. Opendoor laid out its pre-merger investor presentation about a year ago, in September 2020.</p><p><blockquote><h3>2.收入增长提前</h3>当公司通过PacMerger上市时，他们会公开展示自己的业务，通常包括长期增长预测。大约一年前，即 2020 年 9 月，Opendoor 发布了合并前投资者演示文稿。</blockquote></p><p> Fast forward to the company's recent 2021 Q2 earnings call. CEO and founder Eric Wu said on the earnings call, \"... based on our current progress, our second half revenue run rate is on track to exceed our 2023 target, a full two years ahead of plan.\"</p><p><blockquote>快进到该公司最近发布的 2021 年第二季度收益看涨期权。首席执行官兼创始人 Eric Wu 在财报看涨期权上表示：“……根据我们目前的进展，我们下半年的收入运行率有望超过 2023 年的目标，比计划提前整整两年。”</blockquote></p><p> In other words, if Opendoor were to operate for 12 months at the level the business currently is, it would surpass the $9.8 billion in revenue it projected for 2023. This is an underlooked point because if Opendoor is already two years ahead of its original growth curve, where will it be by 2023? Sure, a dip in the housing market or other events could disrupt the company's speed of growth, but Opendoor is showing the world that the business is operating at a high level.</p><p><blockquote>换句话说，如果 Opendoor 以目前的业务水平运营 12 个月，它将超过 2023 年预计的 98 亿美元收入。这是一个被忽视的点，因为如果 Opendoor 已经比其最初的增长曲线提前了两年，那么到 2023 年它将处于什么位置？当然，房地产市场的下滑或其他事件可能会扰乱该公司的增长速度，但 Opendoor 正在向世界展示该业务正在高水平运营。</blockquote></p><p> <h3>3. SPACs are out of favor with the market... opportunity?</h3> Investors have overlooked this strong performance, focusing instead on the fact that Opendoor joined the public market via SPAC merger. It has hardly mattered what operating results or earnings have looked like for former SPACs; the stock market has been selling off virtually all SPAC-based stocks for several months now.</p><p><blockquote><h3>3、SPAC不受市场青睐……机会？</h3>投资者忽略了这一强劲表现，而是关注 Opendoor 通过 SPAC 合并加入公开市场的事实。对于以前的 SPAC 来说，经营业绩或收益几乎无关紧要；几个月来，股市一直在抛售几乎所有基于特殊目的收购公司的股票。</blockquote></p><p> Investors have been spooked by a handful of \"bad apple\" companies turning up fraudulent, and other companies have wildly missed on the projections they made before going public. These instances have burned those involved, and investors have taken a much more cautious attitude toward SPACs as a whole.</p><p><blockquote>投资者对少数“坏苹果”公司被发现存在欺诈行为感到害怕，而其他公司则严重错过了他们在上市前做出的预测。这些例子让相关人员感到焦虑，投资者对 SPAC 整体采取了更加谨慎的态度。</blockquote></p><p> But if companies like Opendoor keep blowing away estimates, the market is likely to come around eventually. When it does, the stock price could move aggressively. If we take Eric Wu's comments about revenue and assume that Opendoor does sales of $10 billion in 2022 (in other words, Opendoor stops growing and maintains its current pace over the following year), the stock currently trades at aprice-to-sales(P/S) ratio of just 1.0. That's a bargain-bin valuation.</p><p><blockquote>但如果像 Opendoor 这样的公司继续夸大预期，市场最终可能会好转。当这种情况发生时，股价可能会大幅波动。如果我们接受 Eric Wu 对收入的评论，并假设 Opendoor 在 2022 年的销售额为 100 亿美元（换句话说，Opendoor 在接下来的一年里停止增长并保持当前的速度），那么该股目前的交易价格与销售额（P/S）比率仅为 1.0。这是一个便宜货的估值。</blockquote></p><p> Competitor Zillow Group trades at a P/S ratio of more than 3, reflecting Opendoor's discount as a former SPAC.</p><p><blockquote>竞争对手 Zillow Group 的市盈率超过 3，反映了 Opendoor 作为前 SPAC 的折扣。</blockquote></p><p></p><p> <h3>Here's the bottom line</h3> Real estate is a huge market, and it's a complicated industry because of the clash between traditional agents and the \"new kids\" on the block trying to bring technology into homebuying. It's too early to say that Opendoor will become the \"<b>Amazon</b>\" of home buying, but what seems certain is that the company is&nbsp;poised to be a big player&nbsp;in real estate's future if it keeps performing like this.</p><p><blockquote><h3>这是底线</h3>房地产是一个巨大的市场，这是一个复杂的行业，因为传统代理商和试图将技术引入购房的“新人”之间存在冲突。现在说Opendoor将成为“<b>亚马逊</b>但似乎可以肯定的是，如果该公司继续保持这样的表现，它将成为房地产未来的重要参与者。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/08/28/this-unloved-tech-stock-may-make-you-rich-one-day/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OPEN":"Opendoor Technologies Inc"},"source_url":"https://www.fool.com/investing/2021/08/28/this-unloved-tech-stock-may-make-you-rich-one-day/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129129956","content_text":"Key Points\n\nThe iBuying business is a race to grow larger, and Opendoor is winning.\nThe company is growing at a rate that is two years ahead of what management projected just a year earlier.\nThe market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.\n\n\nReal estate iBuying company Opendoor Technologies(NASDAQ:OPEN)has been executing at a high level in the three quarters since coming public via a special purpose acquisition company (SPAC) merger. In a race to disrupt residential real estate, one of the largest markets in the world, Opendoor's long-term potential could bring big returns for patient investors.\nDespite the upside, the market hasn't yet appreciated Opendoor's accomplishments; the stock is down more than 50% from its highs. There are three important clues that Opendoor could be a compelling investment idea for bold investors.\n1. Opendoor is winning the iBuying battle\nThe traditional home-buying process in the United States is slow and handled by multiple parties, including agents, lawyers, inspectors, and bankers. This creates a lot of back and forth paperwork and drags the process out to more than 30 days, on average.\nOpendoor pioneered the concept of \"iBuying,\" where the buying and selling of a house are digitized, and a company like Opendoor works directly with sellers to provide them with a cash offer and a digital closing process. The company then resells the house on the market. The iBuying process cuts out agents and some of the fees associated with traditional closings, such as agent commissions. Opendoor then resells the house on the market and charges a service fee of up to 5% on the transaction.\nAfter seeing Opendoor steadily grow with its iBuying concept, competitors have also begun to offer iBuying services, including Zillow Group and Offerpad. Because of how capital intensive the business is (a lot of money is needed to buy and sell thousands of houses) and how price competitive the housing market is, these companies are racing to get as big as possible. As the companies buy and sell more homes, they have the ability to become more profitable by leveraging outsourced contractors to save money, and its pricing algorithm improves as it sees more transactions.\nAccording to iBuyerStats, a website dedicated to tracking the competitors found in iBuying, Opendoor has consistently had the most housing inventory available for sale. It currently has roughly 3,300 houses for sale, 53% more than Zillow and more than four times as many as Offerpad.\n2. Revenue growth is ahead of schedule\nWhen companies go public viaSPACmerger, they lay out a public presentation of their business, often including long-term growth projections. Opendoor laid out its pre-merger investor presentation about a year ago, in September 2020.\nFast forward to the company's recent 2021 Q2 earnings call. CEO and founder Eric Wu said on the earnings call, \"... based on our current progress, our second half revenue run rate is on track to exceed our 2023 target, a full two years ahead of plan.\"\nIn other words, if Opendoor were to operate for 12 months at the level the business currently is, it would surpass the $9.8 billion in revenue it projected for 2023. This is an underlooked point because if Opendoor is already two years ahead of its original growth curve, where will it be by 2023? Sure, a dip in the housing market or other events could disrupt the company's speed of growth, but Opendoor is showing the world that the business is operating at a high level.\n3. SPACs are out of favor with the market... opportunity?\nInvestors have overlooked this strong performance, focusing instead on the fact that Opendoor joined the public market via SPAC merger. It has hardly mattered what operating results or earnings have looked like for former SPACs; the stock market has been selling off virtually all SPAC-based stocks for several months now.\nInvestors have been spooked by a handful of \"bad apple\" companies turning up fraudulent, and other companies have wildly missed on the projections they made before going public. These instances have burned those involved, and investors have taken a much more cautious attitude toward SPACs as a whole.\nBut if companies like Opendoor keep blowing away estimates, the market is likely to come around eventually. When it does, the stock price could move aggressively. If we take Eric Wu's comments about revenue and assume that Opendoor does sales of $10 billion in 2022 (in other words, Opendoor stops growing and maintains its current pace over the following year), the stock currently trades at aprice-to-sales(P/S) ratio of just 1.0. That's a bargain-bin valuation.\nCompetitor Zillow Group trades at a P/S ratio of more than 3, reflecting Opendoor's discount as a former SPAC.\nHere's the bottom line\nReal estate is a huge market, and it's a complicated industry because of the clash between traditional agents and the \"new kids\" on the block trying to bring technology into homebuying. It's too early to say that Opendoor will become the \"Amazon\" of home buying, but what seems certain is that the company is poised to be a big player in real estate's future if it keeps performing like this.","news_type":1,"symbols_score_info":{"OPEN":0.9}},"isVote":1,"tweetType":1,"viewCount":2411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813809848,"gmtCreate":1630162251284,"gmtModify":1704956651272,"author":{"id":"3586820531331629","authorId":"3586820531331629","name":"Yiggy","avatar":"https://static.tigerbbs.com/ff58b9eedc6885ba1517f4653d6e0e58","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586820531331629","idStr":"3586820531331629"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/813809848","repostId":"2162733980","repostType":4,"isVote":1,"tweetType":1,"viewCount":3206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":819599349,"gmtCreate":1630075530181,"gmtModify":1704955633906,"author":{"id":"3586820531331629","authorId":"3586820531331629","name":"Yiggy","avatar":"https://static.tigerbbs.com/ff58b9eedc6885ba1517f4653d6e0e58","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586820531331629","idStr":"3586820531331629"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/819599349","repostId":"1165379113","repostType":4,"repost":{"id":"1165379113","kind":"news","pubTimestamp":1630075265,"share":"https://www.laohunote.com/m/news/1165379113?lang=zh_CN&edition=full","pubTime":"2021-08-27 22:41","market":"us","language":"en","title":"Tesla Wants to Become an Electricity Retailer in Texas. What To Know.<blockquote>特斯拉想成为德克萨斯的电力零售商。要知道什么。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1165379113","media":"Barrons","summary":"A Tesla subsidiary has applied to become an electricity retailer in Texas, moving to widen the energ","content":"<p>A Tesla subsidiary has applied to become an electricity retailer in Texas, moving to widen the energy ambitions of Elon Musk’s electric-vehicle company in a state with a power grid that came under scrutiny after failing in a February winter storm.</p><p><blockquote>特斯拉的一家子公司已申请成为德克萨斯州的一家电力零售商，此举旨在扩大埃隆-马斯克（Elon Musk）电动汽车公司在德克萨斯州的能源野心，该州的电网在二月份的一场冬季风暴中出现故障后受到了审查。</blockquote></p><p> Tesla Energy Ventures, a subsidiary of Tesla formed in late July, wants to sell power directly to customers as a retail electricity provider, according to an August 16 filing with the Texas Public Utility Commission.</p><p><blockquote>根据 8 月 16 日向德克萨斯公用事业委员会提交的文件，特斯拉于 7 月下旬成立的子公司特斯拉能源风险投资公司希望作为零售电力供应商直接向客户出售电力。</blockquote></p><p> Shares in Tesla were 0.6% higher in U.S. premarket trading on Friday, outpacing a rise in futures for the&nbsp;Nasdaq 100&nbsp;index, of which Tesla is a component.</p><p><blockquote>周五美国盘前交易中，特斯拉股价上涨 0.6%，超过了纳斯达克 100 指数期货的涨幅，特斯拉是该指数成分股之一。</blockquote></p><p> Tesla also intends to build two massive utility-scale batteries to serve power companies in the state, according to Texas Monthly,which first reported the news&nbsp;on Thursday and said that the filing could be approved by November.</p><p><blockquote>据《德克萨斯月刊》报道，特斯拉还打算建造两个大型公用事业规模电池，为该州的电力公司提供服务，该报于周四首次报道了这一消息，并表示该申请可能会在 11 月获得批准。</blockquote></p><p> One of those batteries would reportedly be located at a gigafactory outside Austin, where the Cybertruck and Model Y SUV are slated to be built, with another located outside Houston,based on a report from Bloomberg.</p><p><blockquote>据彭博社报道，其中一个电池将位于奥斯汀郊外的一家超级工厂，Cybertruck 和 Model Y SUV 将在那里生产，另一个电池将位于休斯顿郊外。</blockquote></p><p> Texas’ deregulated power grid includes well over 100 companies selling to consumers. The state’s power system came under the spotlight this winter, when&nbsp;a February storm&nbsp;left millions without electricity for several days.</p><p><blockquote>得克萨斯州放松管制的电网包括 100 多家向消费者出售电力的公司。今年冬天，该州的电力系统成为人们关注的焦点，二月份的一场暴风雨导致数百万人断电数日。</blockquote></p><p> Tesla hoped to enter the Texas power market earlier, before the widespread blackouts in February, according to the Texas Monthly report.</p><p><blockquote>据《德克萨斯州月报》报道，特斯拉希望在二月份大范围停电之前更早进入德克萨斯州电力市场。</blockquote></p><p> The company has a history of building utility-scale power storage, with developments in California and Australia, but becoming an electricity retailer in Texas would be a significant milestone in the expansion of Tesla’s energy division.</p><p><blockquote>该公司在建设公用事业规模的储能系统方面有着悠久的历史，并在加州和澳大利亚进行了开发，但成为德克萨斯州的电力零售商将是特斯拉能源部门扩张过程中的一个重要里程碑。</blockquote></p><p> “I can’t emphasize enough, I think long term, Tesla Energy will be of roughly the same size as Tesla Automotive,” Musk told investors last summer, after the company’s second-quarter earnings in July 2020.</p><p><blockquote>“马斯克去年夏天在公司 2020 年 7 月发布第二季度财报后对投资者说：”我怎么强调都不为过，我认为从长远来看，特斯拉能源公司的规模将与特斯拉汽车公司大致相同。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Wants to Become an Electricity Retailer in Texas. What To Know.<blockquote>特斯拉想成为德克萨斯的电力零售商。要知道什么。</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\">\nTesla Wants to Become an Electricity Retailer in Texas. What To Know.<blockquote>特斯拉想成为德克萨斯的电力零售商。要知道什么。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-08-27 22:41</span>\n</p>\n</h4>\n</header>\n<article>\n<p>A Tesla subsidiary has applied to become an electricity retailer in Texas, moving to widen the energy ambitions of Elon Musk’s electric-vehicle company in a state with a power grid that came under scrutiny after failing in a February winter storm.</p><p><blockquote>特斯拉的一家子公司已申请成为德克萨斯州的一家电力零售商，此举旨在扩大埃隆-马斯克（Elon Musk）电动汽车公司在德克萨斯州的能源野心，该州的电网在二月份的一场冬季风暴中出现故障后受到了审查。</blockquote></p><p> Tesla Energy Ventures, a subsidiary of Tesla formed in late July, wants to sell power directly to customers as a retail electricity provider, according to an August 16 filing with the Texas Public Utility Commission.</p><p><blockquote>根据 8 月 16 日向德克萨斯公用事业委员会提交的文件，特斯拉于 7 月下旬成立的子公司特斯拉能源风险投资公司希望作为零售电力供应商直接向客户出售电力。</blockquote></p><p> Shares in Tesla were 0.6% higher in U.S. premarket trading on Friday, outpacing a rise in futures for the&nbsp;Nasdaq 100&nbsp;index, of which Tesla is a component.</p><p><blockquote>周五美国盘前交易中，特斯拉股价上涨 0.6%，超过了纳斯达克 100 指数期货的涨幅，特斯拉是该指数成分股之一。</blockquote></p><p> Tesla also intends to build two massive utility-scale batteries to serve power companies in the state, according to Texas Monthly,which first reported the news&nbsp;on Thursday and said that the filing could be approved by November.</p><p><blockquote>据《德克萨斯月刊》报道，特斯拉还打算建造两个大型公用事业规模电池，为该州的电力公司提供服务，该报于周四首次报道了这一消息，并表示该申请可能会在 11 月获得批准。</blockquote></p><p> One of those batteries would reportedly be located at a gigafactory outside Austin, where the Cybertruck and Model Y SUV are slated to be built, with another located outside Houston,based on a report from Bloomberg.</p><p><blockquote>据彭博社报道，其中一个电池将位于奥斯汀郊外的一家超级工厂，Cybertruck 和 Model Y SUV 将在那里生产，另一个电池将位于休斯顿郊外。</blockquote></p><p> Texas’ deregulated power grid includes well over 100 companies selling to consumers. The state’s power system came under the spotlight this winter, when&nbsp;a February storm&nbsp;left millions without electricity for several days.</p><p><blockquote>得克萨斯州放松管制的电网包括 100 多家向消费者出售电力的公司。今年冬天，该州的电力系统成为人们关注的焦点，二月份的一场暴风雨导致数百万人断电数日。</blockquote></p><p> Tesla hoped to enter the Texas power market earlier, before the widespread blackouts in February, according to the Texas Monthly report.</p><p><blockquote>据《德克萨斯州月报》报道，特斯拉希望在二月份大范围停电之前更早进入德克萨斯州电力市场。</blockquote></p><p> The company has a history of building utility-scale power storage, with developments in California and Australia, but becoming an electricity retailer in Texas would be a significant milestone in the expansion of Tesla’s energy division.</p><p><blockquote>该公司在建设公用事业规模的储能系统方面有着悠久的历史，并在加州和澳大利亚进行了开发，但成为德克萨斯州的电力零售商将是特斯拉能源部门扩张过程中的一个重要里程碑。</blockquote></p><p> “I can’t emphasize enough, I think long term, Tesla Energy will be of roughly the same size as Tesla Automotive,” Musk told investors last summer, after the company’s second-quarter earnings in July 2020.</p><p><blockquote>“马斯克去年夏天在公司 2020 年 7 月发布第二季度财报后对投资者说：”我怎么强调都不为过，我认为从长远来看，特斯拉能源公司的规模将与特斯拉汽车公司大致相同。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/tesla-wants-to-become-an-electricity-retailer-in-texas-what-to-know-51630066304?mod=hp_DAY_1\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-wants-to-become-an-electricity-retailer-in-texas-what-to-know-51630066304?mod=hp_DAY_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165379113","content_text":"A Tesla subsidiary has applied to become an electricity retailer in Texas, moving to widen the energy ambitions of Elon Musk’s electric-vehicle company in a state with a power grid that came under scrutiny after failing in a February winter storm.\nTesla Energy Ventures, a subsidiary of Tesla formed in late July, wants to sell power directly to customers as a retail electricity provider, according to an August 16 filing with the Texas Public Utility Commission.\nShares in Tesla were 0.6% higher in U.S. premarket trading on Friday, outpacing a rise in futures for the Nasdaq 100 index, of which Tesla is a component.\nTesla also intends to build two massive utility-scale batteries to serve power companies in the state, according to Texas Monthly,which first reported the news on Thursday and said that the filing could be approved by November.\nOne of those batteries would reportedly be located at a gigafactory outside Austin, where the Cybertruck and Model Y SUV are slated to be built, with another located outside Houston,based on a report from Bloomberg.\nTexas’ deregulated power grid includes well over 100 companies selling to consumers. The state’s power system came under the spotlight this winter, when a February storm left millions without electricity for several days.\nTesla hoped to enter the Texas power market earlier, before the widespread blackouts in February, according to the Texas Monthly report.\nThe company has a history of building utility-scale power storage, with developments in California and Australia, but becoming an electricity retailer in Texas would be a significant milestone in the expansion of Tesla’s energy division.\n“I can’t emphasize enough, I think long term, Tesla Energy will be of roughly the same size as Tesla Automotive,” Musk told investors last summer, after the company’s second-quarter earnings in July 2020.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2567,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835298877,"gmtCreate":1629718361999,"gmtModify":1631893538126,"author":{"id":"3586820531331629","authorId":"3586820531331629","name":"Yiggy","avatar":"https://static.tigerbbs.com/ff58b9eedc6885ba1517f4653d6e0e58","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586820531331629","idStr":"3586820531331629"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/835298877","repostId":"2161747692","repostType":4,"isVote":1,"tweetType":1,"viewCount":611,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832993035,"gmtCreate":1629554069427,"gmtModify":1631893538136,"author":{"id":"3586820531331629","authorId":"3586820531331629","name":"Yiggy","avatar":"https://static.tigerbbs.com/ff58b9eedc6885ba1517f4653d6e0e58","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586820531331629","idStr":"3586820531331629"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/832993035","repostId":"1151608193","repostType":4,"repost":{"id":"1151608193","kind":"news","pubTimestamp":1629728324,"share":"https://www.laohunote.com/m/news/1151608193?lang=zh_CN&edition=full","pubTime":"2021-08-23 22:18","market":"us","language":"en","title":"Buy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股的回调——长期关注这 6 家公司</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1151608193","media":"MarketWatch","summary":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correcti","content":"<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p><p><blockquote><b>iShares 半导体 ETF 较近期高点下跌超过 6%。</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p><p><blockquote><p class=\"t-img-caption\"><span>ISTOCKPHOTO</span></p></blockquote></p><p> In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p><p><blockquote>在股市的滚动调整中，芯片制造商受到的打击比大多数制造商都要大。</blockquote></p><p> The iShares Semiconductor ETF&nbsp;is down over 6% from recent highs, compared to declines of 2% or less for the S&amp;P 500,Nasdaq&nbsp;Composite&nbsp;and the Dow Jones Industrial Average.</p><p><blockquote>iShares 半导体 ETF 较近期高点下跌超过 6%，而标准普尔 500 指数、纳斯达克综合指数和道琼斯工业平均指数的跌幅为 2% 或更少。</blockquote></p><p> Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p><p><blockquote>这是否意味着芯片股票值得买入？或者，这个历史上具有周期性的行业是否故技重施，陷入持续下跌趋势，让你大吃一惊。</blockquote></p><p> A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p><p><blockquote>很大程度上取决于您的时间表，但如果您喜欢持有股票多年，而不是租用几天，那么该集团值得购买。主要原因： “这次不一样”。</blockquote></p><p> Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p><p><blockquote>这些无疑是投资中最可怕的词语之一。但芯片行业已经发生了很大的变化，现在确实不同了——这表明它不太可能压垮你。</blockquote></p><p> You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p><p><blockquote>如果你认为没有风险，那你就是个傻瓜。我会回顾一下这些。但首先，以下是该集团现在 “更安全 ”的三个主要原因--以及我在过去几天里与六位行业专家交谈过的六位行业专家青睐的六个名字。</blockquote></p><p> <b>1. The wicked witch of cyclicality is dead</b></p><p><blockquote><b>1.周期性的邪恶女巫死了</b></blockquote></p><p> “Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p><p><blockquote>“Impax Asset Management 的投资组合经理 David Winborne 说：”受产品周期的驱动，芯片行业的需求总是时好时坏。“<a href=\"https://laohu8.com/S/FBNC\">第一</a>电脑，然后是服务器，然后是电话。”但他表示，现在整个经济对芯片的需求已经扩大，因此长期增长故事更可预测。</blockquote></p><p> <a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p><p><blockquote><a href=\"https://laohu8.com/S/JE\">刚刚</a>看看你周围。由于我们的生活和工作日益 “数字化 ”，终端市场需求从各个角度都更加多样化。把远程办公服务想象成<a href=\"https://laohu8.com/S/ZM\">缩放</a>看好该集团的 Gabelli Funds 投资组合经理兼技术分析师 Hendi Susanto 指出，网上购物、云服务、电动汽车、5G 手机、智能工厂、大数据计算甚至洗衣机。</blockquote></p><p> “There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p><p><blockquote>“Motley Fool 芯片行业分析师 John Rotonti 说：”现代数字经济的任何方面都离不开半导体。“这意味着所有东西都有更多的筹码。长期需求是存在的”。</blockquote></p><p> He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William&nbsp;Blair&nbsp;analyst Greg Scolaro.</p><p><blockquote>他没开玩笑。威廉·布莱尔分析师格雷格·斯科拉罗预测，到2030年，芯片行业的收入将从2020年的4650亿美元翻一番，达到1万亿美元。</blockquote></p><p> All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p><p><blockquote>所有这些都意味着，你听到的大范围供应短缺 “可能要到明年年底的某个时候才能得到解决”。<a href=\"https://laohu8.com/S/BAC\">美国银行</a>芯片行业分析师 Vivek Arya。“这不仅是我们的观点，而且<a href=\"https://laohu8.com/S/AONE.U\">一</a>大多数大客户都证实了这一点。”</blockquote></p><p> <b>2. The players have consolidated</b></p><p><blockquote><b>2、玩家巩固</b></blockquote></p><p> All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p><p><blockquote>在生产链的上下游，从设计到各类设备生产商再到制造，行业参与者已经整合成罗通蒂-评级 “赢得 ”的双头垄断或垄断。</blockquote></p><p> In chip design software, you have Cadence Design Systems&nbsp;and Synopsys.In production equipment, companies dominate specialized niches like ASML&nbsp;in extreme ultraviolet lithography&nbsp;(EUV). Manufacturing is dominated by Taiwan Semiconductor&nbsp;and Samsung Electronics.</p><p><blockquote>在芯片设计软件中，你有Cadence Design Systems和Synopsys。在生产设备方面，公司在极紫外光刻 (EUV) 等专业领域占据主导地位，例如 ASML。制造业由台积电和三星电子主导。</blockquote></p><p> These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p><p><blockquote>这些公司通过在他们所做的事情上做到最好，赢得了他们的利基或双寡头地位。这使得投资者对它们感兴趣。Rotonti 表示，整合还意味着参与者在定价和产能方面的行为更加理性。</blockquote></p><p> <b>3. Profitability has improved</b></p><p><blockquote><b>3、盈利能力有所改善</b></blockquote></p><p> This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p><p><blockquote>这种更加理性的行为，加上成本削减，意味着现在的盈利能力比历史上高得多。“温伯恩说：”在过去的几年里，芯片制造的经济性有了很大的改善。现金流或 EBITDA 利润率现在通常超过 30%，而十年前则在 20% 左右。</blockquote></p><p> This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere &amp; Co. “They are not trading at a frothy multiple.”</p><p><blockquote>这对估值有影响。Villere &amp; Co. 的投资组合经理拉马尔·维莱尔 (Lamar Villere) 指出，尽管芯片股票的交易市盈率约为市盈率，但它们看起来很便宜，因为它们是更好的公司。“他们并没有以泡沫倍数进行交易”。</blockquote></p><p> <b>The stocks to buy</b></p><p><blockquote><b>要买的股票</b></blockquote></p><p> Here are six names favored by chip experts I recently checked in with.</p><p><blockquote>以下是我最近核实的芯片专家青睐的六个名字。</blockquote></p><p> <b>New management plays</b></p><p><blockquote><b>新管理层玩法</b></blockquote></p><p> Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm&nbsp;and ON Semiconductor.</p><p><blockquote>尽管 Thrivent 高级股票研究分析师彼得·卡拉泽里斯 (Peter Karazeris) 有理由对该集团持谨慎态度（见下文），但他特别指出了两家公司的业绩可能会因为新管理层而得到提振：高通和安森美半导体。</blockquote></p><p></p><p> Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p><p><blockquote>两者都具有稳定的盈利能力。高通最近受到德克萨斯州恶劣天气等一次性问题的打击，导致生产中断，但该公司对5G手机趋势有很好的了解。<a href=\"https://laohu8.com/S/ON\">半导体</a>正在将手机以外的领域扩展到汽车、工业和物联网等新领域——联网设备领域。</blockquote></p><p> <b>A data center and gaming play</b></p><p><blockquote><b>数据中心和游戏</b></blockquote></p><p> Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p><p><blockquote>Karazeris 还特别提到了 Nvidia， 由于其卓越的设计能力， Nvidia 从数据中心和游戏设备芯片需求中获得了持续提振。</blockquote></p><p> <b>Design tool companies</b></p><p><blockquote><b>设计工具公司</b></blockquote></p><p> Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p><p><blockquote>说到设计，当高通和英伟达等公司想要设计芯片时，他们会求助于Cadence Design Systems提供的设计工具和<a href=\"https://laohu8.com/S/SNPS\">概要</a>.</blockquote></p><p> Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p><p><blockquote>Motley Fool 的 Rotonti 解释说，他们基于软件的设计工具可以帮助芯片创新者为他们的芯片创建蓝图，他特别指出了这些名字。“他们不是世界上增长最快的公司，但他们的利润率很高”。他们也主宰了太空。</blockquote></p><p> <b>An EUV&nbsp;play</b></p><p><blockquote><b>EUV游戏</b></blockquote></p><p> To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p><p><blockquote>为了在芯片生产的早期阶段将这些蓝图应用到硅上，台积电和三星等公司转向了ASML。它的机器使用微小的光脉冲将芯片设计模板印在硅片上，这一过程称为极紫外线光刻。“罗通蒂说：”其他人还没有想出怎么做。</blockquote></p><p> In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p><p><blockquote>换句话说，它在供应这样做的机器方面拥有垄断地位——这对于任何想要制造领先芯片的公司来说都是必要的。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> Here are some of the chief risks for chip sector investors to watch.</p><p><blockquote>以下是芯片行业投资者需要关注的一些主要风险。</blockquote></p><p> <b>Oversupply</b></p><p><blockquote><b>供过于求</b></blockquote></p><p> Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p><p><blockquote>芯片生产已经政治化。美国希望在国内生产更多，这样它就不会受到中国供应链中断的影响。<a href=\"https://laohu8.com/S/CAAS\">中国</a>Winborne 表示，希望到 2025 年生产其使用的芯片的 70%，高于目前的 5%。</blockquote></p><p> The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p><p><blockquote>结果是，政府为促进制造业提供了大量支持，因此会有更多支持。风险是未来某个时候供应过剩。这也可能会推动芯片设备的采购，导致未来的平静，这可能会损害设备制造商的销售和利润率趋势。</blockquote></p><p> Next, big tech companies like Alphabet,Apple&nbsp;and Ammazon.com&nbsp;are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p><p><blockquote>接下来，像Alphabet、苹果和亚马逊这样的大型科技公司都在做自己的芯片设计，这威胁到了做同样事情的专业芯片公司。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p><p><blockquote><b><a href=\"https://laohu8.com/S/QTM\">量子的</a>计算机的</b></blockquote></p><p> Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p><p><blockquote>William Blair 的 Scolaro 指出，使用基于量子物理学的芯片设计而不是传统半导体架构的计算机具有卓越的性能。“虽然量子计算可能至少在未来五年内不会成为主流，但它有潜力改变从技术到医疗保健的一切。”</blockquote></p><p> <b>A disturbing signal</b></p><p><blockquote><b>干扰信号</b></blockquote></p><p> A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p><p><blockquote>全球采购经理人 (PMI) 指数在 4 月份达到峰值，然后连续三个月放缓。与此同时，芯片销售持续增长。Thrivent 跟踪该指标的 Karazeris 指出，通常两者遵循相同的趋势。他将这种差异归因于库存积累，而库存积累不如真正的终端市场需求可持续。因此，他认为这种背离是芯片行业的看跌信号。</blockquote></p><p> Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory&nbsp;(DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p><p><blockquote>另一个警告信号来自动态随机存取存储器（DRAM）芯片定价的预测疲软。“卡拉泽里斯说：”这些通常是在周期的顶部而不是底部看到的东西。</blockquote></p><p> But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p><p><blockquote>但也有可能全球采购经理人指数的放缓更多的是芯片短缺的反映，而不是短缺并非真实存在的迹象（只是库存积压）。“Leuthold 经济学家兼策略师吉姆-保尔森（Jim Paulsen）说：”这种分歧并不一定意味着芯片订单会翻盘消亡。这意味着芯片制造业必须迎头赶上。</blockquote></p><p> Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p><p><blockquote>例如，福特刚刚宣布不得不减产是因为芯片短缺，而不是潜在需求不足。</blockquote></p><p> Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p><p><blockquote>保尔森预测，由于高储蓄率、就业和收入反弹以及对大件商品被压抑的需求等因素，体面的经济增长是可持续的。如果他是对的，持续的经济实力将支撑对所有使用芯片的产品的需求，包括<a href=\"https://laohu8.com/S/F\">福特</a>汽车。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股的回调——长期关注这 6 家公司</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBuy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股的回调——长期关注这 6 家公司</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-08-23 22:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p><p><blockquote><b>iShares 半导体 ETF 较近期高点下跌超过 6%。</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p><p><blockquote><p class=\"t-img-caption\"><span>ISTOCKPHOTO</span></p></blockquote></p><p> In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p><p><blockquote>在股市的滚动调整中，芯片制造商受到的打击比大多数制造商都要大。</blockquote></p><p> The iShares Semiconductor ETF&nbsp;is down over 6% from recent highs, compared to declines of 2% or less for the S&amp;P 500,Nasdaq&nbsp;Composite&nbsp;and the Dow Jones Industrial Average.</p><p><blockquote>iShares 半导体 ETF 较近期高点下跌超过 6%，而标准普尔 500 指数、纳斯达克综合指数和道琼斯工业平均指数的跌幅为 2% 或更少。</blockquote></p><p> Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p><p><blockquote>这是否意味着芯片股票值得买入？或者，这个历史上具有周期性的行业是否故技重施，陷入持续下跌趋势，让你大吃一惊。</blockquote></p><p> A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p><p><blockquote>很大程度上取决于您的时间表，但如果您喜欢持有股票多年，而不是租用几天，那么该集团值得购买。主要原因： “这次不一样”。</blockquote></p><p> Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p><p><blockquote>这些无疑是投资中最可怕的词语之一。但芯片行业已经发生了很大的变化，现在确实不同了——这表明它不太可能压垮你。</blockquote></p><p> You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p><p><blockquote>如果你认为没有风险，那你就是个傻瓜。我会回顾一下这些。但首先，以下是该集团现在 “更安全 ”的三个主要原因--以及我在过去几天里与六位行业专家交谈过的六位行业专家青睐的六个名字。</blockquote></p><p> <b>1. The wicked witch of cyclicality is dead</b></p><p><blockquote><b>1.周期性的邪恶女巫死了</b></blockquote></p><p> “Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p><p><blockquote>“Impax Asset Management 的投资组合经理 David Winborne 说：”受产品周期的驱动，芯片行业的需求总是时好时坏。“<a href=\"https://laohu8.com/S/FBNC\">第一</a>电脑，然后是服务器，然后是电话。”但他表示，现在整个经济对芯片的需求已经扩大，因此长期增长故事更可预测。</blockquote></p><p> <a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p><p><blockquote><a href=\"https://laohu8.com/S/JE\">刚刚</a>看看你周围。由于我们的生活和工作日益 “数字化 ”，终端市场需求从各个角度都更加多样化。把远程办公服务想象成<a href=\"https://laohu8.com/S/ZM\">缩放</a>看好该集团的 Gabelli Funds 投资组合经理兼技术分析师 Hendi Susanto 指出，网上购物、云服务、电动汽车、5G 手机、智能工厂、大数据计算甚至洗衣机。</blockquote></p><p> “There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p><p><blockquote>“Motley Fool 芯片行业分析师 John Rotonti 说：”现代数字经济的任何方面都离不开半导体。“这意味着所有东西都有更多的筹码。长期需求是存在的”。</blockquote></p><p> He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William&nbsp;Blair&nbsp;analyst Greg Scolaro.</p><p><blockquote>他没开玩笑。威廉·布莱尔分析师格雷格·斯科拉罗预测，到2030年，芯片行业的收入将从2020年的4650亿美元翻一番，达到1万亿美元。</blockquote></p><p> All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p><p><blockquote>所有这些都意味着，你听到的大范围供应短缺 “可能要到明年年底的某个时候才能得到解决”。<a href=\"https://laohu8.com/S/BAC\">美国银行</a>芯片行业分析师 Vivek Arya。“这不仅是我们的观点，而且<a href=\"https://laohu8.com/S/AONE.U\">一</a>大多数大客户都证实了这一点。”</blockquote></p><p> <b>2. The players have consolidated</b></p><p><blockquote><b>2、玩家巩固</b></blockquote></p><p> All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p><p><blockquote>在生产链的上下游，从设计到各类设备生产商再到制造，行业参与者已经整合成罗通蒂-评级 “赢得 ”的双头垄断或垄断。</blockquote></p><p> In chip design software, you have Cadence Design Systems&nbsp;and Synopsys.In production equipment, companies dominate specialized niches like ASML&nbsp;in extreme ultraviolet lithography&nbsp;(EUV). Manufacturing is dominated by Taiwan Semiconductor&nbsp;and Samsung Electronics.</p><p><blockquote>在芯片设计软件中，你有Cadence Design Systems和Synopsys。在生产设备方面，公司在极紫外光刻 (EUV) 等专业领域占据主导地位，例如 ASML。制造业由台积电和三星电子主导。</blockquote></p><p> These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p><p><blockquote>这些公司通过在他们所做的事情上做到最好，赢得了他们的利基或双寡头地位。这使得投资者对它们感兴趣。Rotonti 表示，整合还意味着参与者在定价和产能方面的行为更加理性。</blockquote></p><p> <b>3. Profitability has improved</b></p><p><blockquote><b>3、盈利能力有所改善</b></blockquote></p><p> This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p><p><blockquote>这种更加理性的行为，加上成本削减，意味着现在的盈利能力比历史上高得多。“温伯恩说：”在过去的几年里，芯片制造的经济性有了很大的改善。现金流或 EBITDA 利润率现在通常超过 30%，而十年前则在 20% 左右。</blockquote></p><p> This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere &amp; Co. “They are not trading at a frothy multiple.”</p><p><blockquote>这对估值有影响。Villere &amp; Co. 的投资组合经理拉马尔·维莱尔 (Lamar Villere) 指出，尽管芯片股票的交易市盈率约为市盈率，但它们看起来很便宜，因为它们是更好的公司。“他们并没有以泡沫倍数进行交易”。</blockquote></p><p> <b>The stocks to buy</b></p><p><blockquote><b>要买的股票</b></blockquote></p><p> Here are six names favored by chip experts I recently checked in with.</p><p><blockquote>以下是我最近核实的芯片专家青睐的六个名字。</blockquote></p><p> <b>New management plays</b></p><p><blockquote><b>新管理层玩法</b></blockquote></p><p> Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm&nbsp;and ON Semiconductor.</p><p><blockquote>尽管 Thrivent 高级股票研究分析师彼得·卡拉泽里斯 (Peter Karazeris) 有理由对该集团持谨慎态度（见下文），但他特别指出了两家公司的业绩可能会因为新管理层而得到提振：高通和安森美半导体。</blockquote></p><p></p><p> Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p><p><blockquote>两者都具有稳定的盈利能力。高通最近受到德克萨斯州恶劣天气等一次性问题的打击，导致生产中断，但该公司对5G手机趋势有很好的了解。<a href=\"https://laohu8.com/S/ON\">半导体</a>正在将手机以外的领域扩展到汽车、工业和物联网等新领域——联网设备领域。</blockquote></p><p> <b>A data center and gaming play</b></p><p><blockquote><b>数据中心和游戏</b></blockquote></p><p> Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p><p><blockquote>Karazeris 还特别提到了 Nvidia， 由于其卓越的设计能力， Nvidia 从数据中心和游戏设备芯片需求中获得了持续提振。</blockquote></p><p> <b>Design tool companies</b></p><p><blockquote><b>设计工具公司</b></blockquote></p><p> Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p><p><blockquote>说到设计，当高通和英伟达等公司想要设计芯片时，他们会求助于Cadence Design Systems提供的设计工具和<a href=\"https://laohu8.com/S/SNPS\">概要</a>.</blockquote></p><p> Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p><p><blockquote>Motley Fool 的 Rotonti 解释说，他们基于软件的设计工具可以帮助芯片创新者为他们的芯片创建蓝图，他特别指出了这些名字。“他们不是世界上增长最快的公司，但他们的利润率很高”。他们也主宰了太空。</blockquote></p><p> <b>An EUV&nbsp;play</b></p><p><blockquote><b>EUV游戏</b></blockquote></p><p> To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p><p><blockquote>为了在芯片生产的早期阶段将这些蓝图应用到硅上，台积电和三星等公司转向了ASML。它的机器使用微小的光脉冲将芯片设计模板印在硅片上，这一过程称为极紫外线光刻。“罗通蒂说：”其他人还没有想出怎么做。</blockquote></p><p> In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p><p><blockquote>换句话说，它在供应这样做的机器方面拥有垄断地位——这对于任何想要制造领先芯片的公司来说都是必要的。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> Here are some of the chief risks for chip sector investors to watch.</p><p><blockquote>以下是芯片行业投资者需要关注的一些主要风险。</blockquote></p><p> <b>Oversupply</b></p><p><blockquote><b>供过于求</b></blockquote></p><p> Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p><p><blockquote>芯片生产已经政治化。美国希望在国内生产更多，这样它就不会受到中国供应链中断的影响。<a href=\"https://laohu8.com/S/CAAS\">中国</a>Winborne 表示，希望到 2025 年生产其使用的芯片的 70%，高于目前的 5%。</blockquote></p><p> The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p><p><blockquote>结果是，政府为促进制造业提供了大量支持，因此会有更多支持。风险是未来某个时候供应过剩。这也可能会推动芯片设备的采购，导致未来的平静，这可能会损害设备制造商的销售和利润率趋势。</blockquote></p><p> Next, big tech companies like Alphabet,Apple&nbsp;and Ammazon.com&nbsp;are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p><p><blockquote>接下来，像Alphabet、苹果和亚马逊这样的大型科技公司都在做自己的芯片设计，这威胁到了做同样事情的专业芯片公司。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p><p><blockquote><b><a href=\"https://laohu8.com/S/QTM\">量子的</a>计算机的</b></blockquote></p><p> Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p><p><blockquote>William Blair 的 Scolaro 指出，使用基于量子物理学的芯片设计而不是传统半导体架构的计算机具有卓越的性能。“虽然量子计算可能至少在未来五年内不会成为主流，但它有潜力改变从技术到医疗保健的一切。”</blockquote></p><p> <b>A disturbing signal</b></p><p><blockquote><b>干扰信号</b></blockquote></p><p> A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p><p><blockquote>全球采购经理人 (PMI) 指数在 4 月份达到峰值，然后连续三个月放缓。与此同时，芯片销售持续增长。Thrivent 跟踪该指标的 Karazeris 指出，通常两者遵循相同的趋势。他将这种差异归因于库存积累，而库存积累不如真正的终端市场需求可持续。因此，他认为这种背离是芯片行业的看跌信号。</blockquote></p><p> Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory&nbsp;(DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p><p><blockquote>另一个警告信号来自动态随机存取存储器（DRAM）芯片定价的预测疲软。“卡拉泽里斯说：”这些通常是在周期的顶部而不是底部看到的东西。</blockquote></p><p> But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p><p><blockquote>但也有可能全球采购经理人指数的放缓更多的是芯片短缺的反映，而不是短缺并非真实存在的迹象（只是库存积压）。“Leuthold 经济学家兼策略师吉姆-保尔森（Jim Paulsen）说：”这种分歧并不一定意味着芯片订单会翻盘消亡。这意味着芯片制造业必须迎头赶上。</blockquote></p><p> Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p><p><blockquote>例如，福特刚刚宣布不得不减产是因为芯片短缺，而不是潜在需求不足。</blockquote></p><p> Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p><p><blockquote>保尔森预测，由于高储蓄率、就业和收入反弹以及对大件商品被压抑的需求等因素，体面的经济增长是可持续的。如果他是对的，持续的经济实力将支撑对所有使用芯片的产品的需求，包括<a href=\"https://laohu8.com/S/F\">福特</a>汽车。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CDNS":"铿腾电子","ON":"安森美半导体","SOXX":"iShares费城交易所半导体ETF","NVDA":"英伟达","GOOGL":"谷歌A","TSM":"台积电","AAPL":"苹果","GOOG":"谷歌","AMZN":"亚马逊","ASML":"阿斯麦","SNPS":"新思科技","QCOM":"高通","SSNLF":"三星电子"},"source_url":"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151608193","content_text":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.\nDoes that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.\nA lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”\nThose are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.\nYou’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.\n1. The wicked witch of cyclicality is dead\n“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “First PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.\nJust look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like Zoom, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.\n“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”\nHe’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.\nAll of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says Bank of America chip sector analyst Vivek Arya. “That’s not just our view, but one confirmed by a majority of large customers.”\n2. The players have consolidated\nAll up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.\nIn chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.\nThese companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.\n3. Profitability has improved\nThis more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.\nThis has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”\nThe stocks to buy\nHere are six names favored by chip experts I recently checked in with.\nNew management plays\nThough Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.\nBoth have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. ON Semiconductor is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.\nA data center and gaming play\nKarazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.\nDesign tool companies\nSpeaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and Synopsys.\nTheir software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.\nAn EUV play\nTo put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.\nIn other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.\nRisks\nHere are some of the chief risks for chip sector investors to watch.\nOversupply\nChip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. China wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.\nThe upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.\nNext, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.\nQuantum computing\nComputers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”\nA disturbing signal\nA blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.\nAnother cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.\nBut it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.\nFord,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.\nPaulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including Ford cars.","news_type":1,"symbols_score_info":{"NVDA":0.9,"CDNS":0.9,"ON":0.9,"SSNLF":0.9,"QCOM":0.9,"AAPL":0.9,"GOOG":0.9,"GOOGL":0.9,"SNPS":0.9,"ASML":0.9,"TSM":0.9,"SOXX":0.9,"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":973,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895771590,"gmtCreate":1628776027810,"gmtModify":1631893538149,"author":{"id":"3586820531331629","authorId":"3586820531331629","name":"Yiggy","avatar":"https://static.tigerbbs.com/ff58b9eedc6885ba1517f4653d6e0e58","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586820531331629","idStr":"3586820531331629"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/895771590","repostId":"1140749727","repostType":4,"repost":{"id":"1140749727","kind":"news","pubTimestamp":1628775487,"share":"https://www.laohunote.com/m/news/1140749727?lang=zh_CN&edition=full","pubTime":"2021-08-12 21:38","market":"us","language":"en","title":"Micron Stock Slides nearly 6% on Morgan Stanley Downgrade, Memory Chip Sector Warning<blockquote>摩根士丹利下调存储芯片行业警告，美光科技股价下跌近 6%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1140749727","media":"Thestreet","summary":"Micron Technology shares slumped nearly 6% after analysts at Morgan Stanley cut their rating on the ","content":"<p>Micron Technology&nbsp;shares slumped&nbsp;nearly&nbsp;6%&nbsp;after analysts at Morgan Stanley cut their rating on the group amid a warning that 'winter is coming' for the global memory chip sector.</p><p><blockquote>摩根士丹利分析师警告称全球存储芯片行业“冬天即将来临”，下调了美光科技的评级，导致该集团股价暴跌近 6%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f8d2a465fc843b4324fc0a010c494ede\" tg-width=\"899\" tg-height=\"624\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Morgan Stanley analyst Joseph Moore lowered his rating on the stock by one notch, to 'equal-weight', while slashing his price target by $30 to $75 a share, as the bank noted \"a challenging backdrop for forward returns” for Micron as \"DRAM conditions lose steam\" in its shift from mid to late cycle. Morgan Stanley also cut its rating on South Korean chipmakers SK Hynix.</p><p><blockquote>摩根士丹利（Morgan Stanley）分析师约瑟夫-摩尔（Joseph Moore）将该股评级下调一级，至“同等权重”，同时将目标价下调30美元至75美元，因为该行指出，随着美光从周期中后期转向周期 “DRAM 状况失去动力”，美光的 “远期回报面临着充满挑战的背景”。摩根士丹利还下调了韩国芯片制造商SK海力士的评级。</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>Micron Stock Slides nearly 6% on Morgan Stanley Downgrade, Memory Chip Sector Warning<blockquote>摩根士丹利下调存储芯片行业警告，美光科技股价下跌近 6%</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\">\nMicron Stock Slides nearly 6% on Morgan Stanley Downgrade, Memory Chip Sector Warning<blockquote>摩根士丹利下调存储芯片行业警告，美光科技股价下跌近 6%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Thestreet</strong><span class=\"h-time small\">2021-08-12 21:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Micron Technology&nbsp;shares slumped&nbsp;nearly&nbsp;6%&nbsp;after analysts at Morgan Stanley cut their rating on the group amid a warning that 'winter is coming' for the global memory chip sector.</p><p><blockquote>摩根士丹利分析师警告称全球存储芯片行业“冬天即将来临”，下调了美光科技的评级，导致该集团股价暴跌近 6%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f8d2a465fc843b4324fc0a010c494ede\" tg-width=\"899\" tg-height=\"624\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Morgan Stanley analyst Joseph Moore lowered his rating on the stock by one notch, to 'equal-weight', while slashing his price target by $30 to $75 a share, as the bank noted \"a challenging backdrop for forward returns” for Micron as \"DRAM conditions lose steam\" in its shift from mid to late cycle. Morgan Stanley also cut its rating on South Korean chipmakers SK Hynix.</p><p><blockquote>摩根士丹利（Morgan Stanley）分析师约瑟夫-摩尔（Joseph Moore）将该股评级下调一级，至“同等权重”，同时将目标价下调30美元至75美元，因为该行指出，随着美光从周期中后期转向周期 “DRAM 状况失去动力”，美光的 “远期回报面临着充满挑战的背景”。摩根士丹利还下调了韩国芯片制造商SK海力士的评级。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/investing/micron-stock-slides-on-morgan-stanley-downgrade-dram-warning?puc=yahoo&cm_ven=YAHOO\">Thestreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技"},"source_url":"https://www.thestreet.com/investing/micron-stock-slides-on-morgan-stanley-downgrade-dram-warning?puc=yahoo&cm_ven=YAHOO","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140749727","content_text":"Micron Technology shares slumped nearly 6% after analysts at Morgan Stanley cut their rating on the group amid a warning that 'winter is coming' for the global memory chip sector.\n\nMorgan Stanley analyst Joseph Moore lowered his rating on the stock by one notch, to 'equal-weight', while slashing his price target by $30 to $75 a share, as the bank noted \"a challenging backdrop for forward returns” for Micron as \"DRAM conditions lose steam\" in its shift from mid to late cycle. Morgan Stanley also cut its rating on South Korean chipmakers SK Hynix.","news_type":1,"symbols_score_info":{"MU":0.9}},"isVote":1,"tweetType":1,"viewCount":712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895040265,"gmtCreate":1628696658457,"gmtModify":1631893538160,"author":{"id":"3586820531331629","authorId":"3586820531331629","name":"Yiggy","avatar":"https://static.tigerbbs.com/ff58b9eedc6885ba1517f4653d6e0e58","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586820531331629","idStr":"3586820531331629"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/895040265","repostId":"1197984437","repostType":4,"repost":{"id":"1197984437","kind":"news","pubTimestamp":1628695457,"share":"https://www.laohunote.com/m/news/1197984437?lang=zh_CN&edition=full","pubTime":"2021-08-11 23:24","market":"us","language":"en","title":"Bitcoin ETF Filing Flood Collides With Cooling Demand for Funds<blockquote>比特币 ETF 申请洪水与资金需求降温发生冲突</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1197984437","media":"finance.yahoo","summary":"(Bloomberg) -- U.S. Securities and Exchange Commission Chair Gary Gensler ignited a fresh wave of op","content":"<p>(Bloomberg) -- U.S. Securities and Exchange Commission Chair Gary Gensler ignited a fresh wave of optimism among Bitcoin exchange-traded fund advocates this month -- but it’s unclear whether investors share that enthusiasm.</p><p><blockquote>(彭博社）--美国证券交易委员会主席加里-詹斯勒（Gary Gensler）本月在比特币交易所交易基金的倡导者中点燃了新一轮的乐观情绪--但目前还不清楚投资者是否也有这种热情。</blockquote></p><p> Digital-asset investment products from Grayscale, Bitwise, 21Shares and others saw outflows for the fifth straight week, the longest such streak since January 2018, according to data compiled by CoinShares. The outflows total roughly $93 million over that stretch. Much of it is thanks to money being yanked away from Bitcoin products, according to the digital-asset manager.</p><p><blockquote>根据CoinShares汇编的数据，Grayscale、Bitwise、21Shares和其他公司的数字资产投资产品连续第五周出现资金流出，这是自2018年1月以来最长的连续流出。在此期间，资金外流总额约为 9300 万美元。这家数字资产管理公司表示，这在很大程度上是由于资金从比特币产品中被抽走。</blockquote></p><p> The cooling appetite stands in contrast to the growing pile of cryptocurrency ETF filings, with at least 18 applications landing with the SEC this year. That tally grew by three in the past two weeks after Gensler signaled that regulators may be more open to a Bitcoin ETF if it was based around futures rather than the cryptocurrency itself. However, even if the SEC finally green-lights the fund structure, it’s not a sure bet that a Bitcoin ETF would be met with huge demand, according to Meltem Demirors of Coinshares.</p><p><blockquote>这种降温的胃口与越来越多的加密货币 ETF 申请形成鲜明对比，今年至少有 18 份申请提交给了 SEC。在 Gensler 表示，如果比特币 ETF 以期货而不是加密货币本身为基础，监管机构可能会对其更加开放后，这一数字在过去两周内增长了 3 个。不过，Coinshares 的 Meltem Demirors 表示，即使美国证券交易委员会最终为该基金结构开了绿灯，比特币 ETF 能否满足巨大的需求也不能确定。</blockquote></p><p> “There’s so many venues for people to buy and sell Bitcoin, to get exposure to Bitcoin in tax-managed accounts,” said Demirors, chief strategy officer at CoinShares. “We’re not really sure what the demand will look like because is the maturation of crypto in the U.S. is already quite high.”</p><p><blockquote>“CoinShares 首席战略官 Demirors 说：”人们买卖比特币、在税务管理账户中接触比特币的场所有很多。“我们不太确定需求会是什么样子，因为加密货币在美国的成熟度已经相当高了。”</blockquote></p><p> After setting an all-time high of nearly $65,000 in April, Bitcoin resumed its volatile price swings. The world’s largest cryptocurrency dropped below $30,000 in June as environmental and regulatory concerns hammered sentiment. Bitcoin has since rebounded to more than $46,000, even as the U.S. Senate passed an infrastructure bill that would allow for broad oversight of virtual currencies.</p><p><blockquote>在 4 月份创下近 65,000 美元的历史新高后，比特币恢复了价格波动。由于环境和监管问题打击了市场情绪，全球最大的加密货币在 6 月份跌破 3 万美元。此后，比特币已反弹至 46,000 美元以上，尽管美国参议院通过了一项基础设施法案，允许对虚拟货币进行广泛监管。</blockquote></p><p> However, fund flows have yet to match the rebound. Bitcoin funds and futures are on track for a third straight month of outflows, the longest streak in data going back to 2014, according to Bloomberg Intelligence. The bulk of that decline is due to decreasing open interest in Bitcoin futures, meaning traders let their contracts roll off without renewing.</p><p><blockquote>然而，资金流动尚未赶上反弹。根据彭博资讯（Bloomberg Intelligence）的数据，比特币基金和期货有望连续第三个月资金外流，这是自2014年以来最长的数据连续流出。这一下降的主要原因是对比特币期货的未平仓兴趣下降，这意味着交易员让他们的合约滚动而不续签。</blockquote></p><p> The outflows might even be bigger, if not for the fact that the $30 billion Grayscale Bitcoin Trust (ticker GBTC) -- the largest crypto fund -- doesn’t allow for share redemptions. That’s after shares of the trust ballooned by the hundreds of millions earlier this year amid the crypto craze. As a result, GBTC has traded at a persistent discount to its underlying Bitcoin since March.</p><p><blockquote>如果不是因为最大的加密货币基金--价值 300 亿美元的灰度比特币信托基金（股票代码 GBTC）不允许股票赎回，资金流出可能会更大。在此之前，在今年早些时候的加密货币热潮中，该信托基金的股票暴涨了数亿美元。因此，自 3 月份以来，GBTC 的交易价格一直低于其标的比特币。</blockquote></p><p> But still, in the eyes of Bloomberg Intelligence’s James Seyffart, it’s just a matter of time before investors flood back into crypto funds.</p><p><blockquote>不过，在彭博情报公司（Bloomberg Intelligence）的詹姆斯-塞法特（James Seyffart）看来，投资者重返加密货币基金只是时间问题。</blockquote></p><p> “I think there’s still demand for Bitcoin products that people can access on the traditional financial system rails, if you will,” Seyffart said. “Flows tend to follow performance in areas and products like this, so with the recent weeks of performance for Bitcoin, I wouldn’t be surprised to see those flow numbers potentially turn around.”</p><p><blockquote>“塞法特说：”我认为，如果愿意，人们可以在传统的金融系统轨道上使用比特币产品，对这些产品的需求仍然存在。“在这样的领域和产品中，流量往往会跟随业绩，因此，随着比特币最近几周的业绩，如果看到这些流量数字有可能好转，我不会感到惊讶。”</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>Bitcoin ETF Filing Flood Collides With Cooling Demand for Funds<blockquote>比特币 ETF 申请洪水与资金需求降温发生冲突</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\">\nBitcoin ETF Filing Flood Collides With Cooling Demand for Funds<blockquote>比特币 ETF 申请洪水与资金需求降温发生冲突</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">finance.yahoo</strong><span class=\"h-time small\">2021-08-11 23:24</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Bloomberg) -- U.S. Securities and Exchange Commission Chair Gary Gensler ignited a fresh wave of optimism among Bitcoin exchange-traded fund advocates this month -- but it’s unclear whether investors share that enthusiasm.</p><p><blockquote>(彭博社）--美国证券交易委员会主席加里-詹斯勒（Gary Gensler）本月在比特币交易所交易基金的倡导者中点燃了新一轮的乐观情绪--但目前还不清楚投资者是否也有这种热情。</blockquote></p><p> Digital-asset investment products from Grayscale, Bitwise, 21Shares and others saw outflows for the fifth straight week, the longest such streak since January 2018, according to data compiled by CoinShares. The outflows total roughly $93 million over that stretch. Much of it is thanks to money being yanked away from Bitcoin products, according to the digital-asset manager.</p><p><blockquote>根据CoinShares汇编的数据，Grayscale、Bitwise、21Shares和其他公司的数字资产投资产品连续第五周出现资金流出，这是自2018年1月以来最长的连续流出。在此期间，资金外流总额约为 9300 万美元。这家数字资产管理公司表示，这在很大程度上是由于资金从比特币产品中被抽走。</blockquote></p><p> The cooling appetite stands in contrast to the growing pile of cryptocurrency ETF filings, with at least 18 applications landing with the SEC this year. That tally grew by three in the past two weeks after Gensler signaled that regulators may be more open to a Bitcoin ETF if it was based around futures rather than the cryptocurrency itself. However, even if the SEC finally green-lights the fund structure, it’s not a sure bet that a Bitcoin ETF would be met with huge demand, according to Meltem Demirors of Coinshares.</p><p><blockquote>这种降温的胃口与越来越多的加密货币 ETF 申请形成鲜明对比，今年至少有 18 份申请提交给了 SEC。在 Gensler 表示，如果比特币 ETF 以期货而不是加密货币本身为基础，监管机构可能会对其更加开放后，这一数字在过去两周内增长了 3 个。不过，Coinshares 的 Meltem Demirors 表示，即使美国证券交易委员会最终为该基金结构开了绿灯，比特币 ETF 能否满足巨大的需求也不能确定。</blockquote></p><p> “There’s so many venues for people to buy and sell Bitcoin, to get exposure to Bitcoin in tax-managed accounts,” said Demirors, chief strategy officer at CoinShares. “We’re not really sure what the demand will look like because is the maturation of crypto in the U.S. is already quite high.”</p><p><blockquote>“CoinShares 首席战略官 Demirors 说：”人们买卖比特币、在税务管理账户中接触比特币的场所有很多。“我们不太确定需求会是什么样子，因为加密货币在美国的成熟度已经相当高了。”</blockquote></p><p> After setting an all-time high of nearly $65,000 in April, Bitcoin resumed its volatile price swings. The world’s largest cryptocurrency dropped below $30,000 in June as environmental and regulatory concerns hammered sentiment. Bitcoin has since rebounded to more than $46,000, even as the U.S. Senate passed an infrastructure bill that would allow for broad oversight of virtual currencies.</p><p><blockquote>在 4 月份创下近 65,000 美元的历史新高后，比特币恢复了价格波动。由于环境和监管问题打击了市场情绪，全球最大的加密货币在 6 月份跌破 3 万美元。此后，比特币已反弹至 46,000 美元以上，尽管美国参议院通过了一项基础设施法案，允许对虚拟货币进行广泛监管。</blockquote></p><p> However, fund flows have yet to match the rebound. Bitcoin funds and futures are on track for a third straight month of outflows, the longest streak in data going back to 2014, according to Bloomberg Intelligence. The bulk of that decline is due to decreasing open interest in Bitcoin futures, meaning traders let their contracts roll off without renewing.</p><p><blockquote>然而，资金流动尚未赶上反弹。根据彭博资讯（Bloomberg Intelligence）的数据，比特币基金和期货有望连续第三个月资金外流，这是自2014年以来最长的数据连续流出。这一下降的主要原因是对比特币期货的未平仓兴趣下降，这意味着交易员让他们的合约滚动而不续签。</blockquote></p><p> The outflows might even be bigger, if not for the fact that the $30 billion Grayscale Bitcoin Trust (ticker GBTC) -- the largest crypto fund -- doesn’t allow for share redemptions. That’s after shares of the trust ballooned by the hundreds of millions earlier this year amid the crypto craze. As a result, GBTC has traded at a persistent discount to its underlying Bitcoin since March.</p><p><blockquote>如果不是因为最大的加密货币基金--价值 300 亿美元的灰度比特币信托基金（股票代码 GBTC）不允许股票赎回，资金流出可能会更大。在此之前，在今年早些时候的加密货币热潮中，该信托基金的股票暴涨了数亿美元。因此，自 3 月份以来，GBTC 的交易价格一直低于其标的比特币。</blockquote></p><p> But still, in the eyes of Bloomberg Intelligence’s James Seyffart, it’s just a matter of time before investors flood back into crypto funds.</p><p><blockquote>不过，在彭博情报公司（Bloomberg Intelligence）的詹姆斯-塞法特（James Seyffart）看来，投资者重返加密货币基金只是时间问题。</blockquote></p><p> “I think there’s still demand for Bitcoin products that people can access on the traditional financial system rails, if you will,” Seyffart said. “Flows tend to follow performance in areas and products like this, so with the recent weeks of performance for Bitcoin, I wouldn’t be surprised to see those flow numbers potentially turn around.”</p><p><blockquote>“塞法特说：”我认为，如果愿意，人们可以在传统的金融系统轨道上使用比特币产品，对这些产品的需求仍然存在。“在这样的领域和产品中，流量往往会跟随业绩，因此，随着比特币最近几周的业绩，如果看到这些流量数字有可能好转，我不会感到惊讶。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/bitcoin-etf-filing-flood-collides-150226371.html\">finance.yahoo</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc."},"source_url":"https://finance.yahoo.com/news/bitcoin-etf-filing-flood-collides-150226371.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197984437","content_text":"(Bloomberg) -- U.S. Securities and Exchange Commission Chair Gary Gensler ignited a fresh wave of optimism among Bitcoin exchange-traded fund advocates this month -- but it’s unclear whether investors share that enthusiasm.\nDigital-asset investment products from Grayscale, Bitwise, 21Shares and others saw outflows for the fifth straight week, the longest such streak since January 2018, according to data compiled by CoinShares. The outflows total roughly $93 million over that stretch. Much of it is thanks to money being yanked away from Bitcoin products, according to the digital-asset manager.\nThe cooling appetite stands in contrast to the growing pile of cryptocurrency ETF filings, with at least 18 applications landing with the SEC this year. That tally grew by three in the past two weeks after Gensler signaled that regulators may be more open to a Bitcoin ETF if it was based around futures rather than the cryptocurrency itself. However, even if the SEC finally green-lights the fund structure, it’s not a sure bet that a Bitcoin ETF would be met with huge demand, according to Meltem Demirors of Coinshares.\n“There’s so many venues for people to buy and sell Bitcoin, to get exposure to Bitcoin in tax-managed accounts,” said Demirors, chief strategy officer at CoinShares. “We’re not really sure what the demand will look like because is the maturation of crypto in the U.S. is already quite high.”\nAfter setting an all-time high of nearly $65,000 in April, Bitcoin resumed its volatile price swings. The world’s largest cryptocurrency dropped below $30,000 in June as environmental and regulatory concerns hammered sentiment. Bitcoin has since rebounded to more than $46,000, even as the U.S. Senate passed an infrastructure bill that would allow for broad oversight of virtual currencies.\nHowever, fund flows have yet to match the rebound. Bitcoin funds and futures are on track for a third straight month of outflows, the longest streak in data going back to 2014, according to Bloomberg Intelligence. The bulk of that decline is due to decreasing open interest in Bitcoin futures, meaning traders let their contracts roll off without renewing.\nThe outflows might even be bigger, if not for the fact that the $30 billion Grayscale Bitcoin Trust (ticker GBTC) -- the largest crypto fund -- doesn’t allow for share redemptions. That’s after shares of the trust ballooned by the hundreds of millions earlier this year amid the crypto craze. As a result, GBTC has traded at a persistent discount to its underlying Bitcoin since March.\nBut still, in the eyes of Bloomberg Intelligence’s James Seyffart, it’s just a matter of time before investors flood back into crypto funds.\n“I think there’s still demand for Bitcoin products that people can access on the traditional financial system rails, if you will,” Seyffart said. “Flows tend to follow performance in areas and products like this, so with the recent weeks of performance for Bitcoin, I wouldn’t be surprised to see those flow numbers potentially turn around.”","news_type":1,"symbols_score_info":{"COIN":0.9}},"isVote":1,"tweetType":1,"viewCount":593,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898743334,"gmtCreate":1628524265628,"gmtModify":1631893538171,"author":{"id":"3586820531331629","authorId":"3586820531331629","name":"Yiggy","avatar":"https://static.tigerbbs.com/ff58b9eedc6885ba1517f4653d6e0e58","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586820531331629","idStr":"3586820531331629"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898743334","repostId":"2158478684","repostType":4,"isVote":1,"tweetType":1,"viewCount":568,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891731111,"gmtCreate":1628425889833,"gmtModify":1631893538186,"author":{"id":"3586820531331629","authorId":"3586820531331629","name":"Yiggy","avatar":"https://static.tigerbbs.com/ff58b9eedc6885ba1517f4653d6e0e58","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586820531331629","idStr":"3586820531331629"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/891731111","repostId":"2157901414","repostType":4,"isVote":1,"tweetType":1,"viewCount":659,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890117595,"gmtCreate":1628086723617,"gmtModify":1631893538197,"author":{"id":"3586820531331629","authorId":"3586820531331629","name":"Yiggy","avatar":"https://static.tigerbbs.com/ff58b9eedc6885ba1517f4653d6e0e58","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586820531331629","idStr":"3586820531331629"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/890117595","repostId":"1187165636","repostType":4,"isVote":1,"tweetType":1,"viewCount":853,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807394745,"gmtCreate":1627999623187,"gmtModify":1631893538206,"author":{"id":"3586820531331629","authorId":"3586820531331629","name":"Yiggy","avatar":"https://static.tigerbbs.com/ff58b9eedc6885ba1517f4653d6e0e58","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586820531331629","idStr":"3586820531331629"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/807394745","repostId":"1148147660","repostType":4,"repost":{"id":"1148147660","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627999192,"share":"https://www.laohunote.com/m/news/1148147660?lang=zh_CN&edition=full","pubTime":"2021-08-03 21:59","market":"us","language":"en","title":"Most of Chinese stocks were down in morning trading<blockquote>大多数中国股票在早盘交易中下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1148147660","media":"Tiger Newspress","summary":"(Aug&nbsp;3)&nbsp;Most of Chinese stocks were down in morning trading.","content":"<p>(Aug&nbsp;3)&nbsp;Most of Chinese stocks were down in morning trading.</p><p><blockquote>（8月3日）中国股市早盘多数下跌。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/74bb304d0b14c1b9c4528cfe12a67cb4\" tg-width=\"382\" tg-height=\"846\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Most of Chinese stocks were down in morning trading<blockquote>大多数中国股票在早盘交易中下跌</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\">\nMost of Chinese stocks were down in morning trading<blockquote>大多数中国股票在早盘交易中下跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-08-03 21:59</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(Aug&nbsp;3)&nbsp;Most of Chinese stocks were down in morning trading.</p><p><blockquote>（8月3日）中国股市早盘多数下跌。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/74bb304d0b14c1b9c4528cfe12a67cb4\" tg-width=\"382\" tg-height=\"846\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148147660","content_text":"(Aug 3) Most of Chinese stocks were down in morning trading.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":659,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804015165,"gmtCreate":1627911987657,"gmtModify":1631893538217,"author":{"id":"3586820531331629","authorId":"3586820531331629","name":"Yiggy","avatar":"https://static.tigerbbs.com/ff58b9eedc6885ba1517f4653d6e0e58","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586820531331629","idStr":"3586820531331629"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/804015165","repostId":"1146501234","repostType":4,"repost":{"id":"1146501234","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627911092,"share":"https://www.laohunote.com/m/news/1146501234?lang=zh_CN&edition=full","pubTime":"2021-08-02 21:31","market":"us","language":"en","title":"Stocks open higher to kick off August on positive note<blockquote>股市开盘走高，八月份开局积极</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1146501234","media":"Tiger Newspress","summary":"(August 2) Stocks open higher to kick off August on positive note.\nThe Dow Jones Industrial Average ","content":"<p>(August 2)&nbsp;Stocks open higher to kick off August on positive note.</p><p><blockquote>（8 月 2 日）股市开盘走高，以积极的态势拉开了 8 月份的序幕。</blockquote></p><p> The Dow Jones Industrial Average rose 179 points, or about 0.5%. S&amp;P 500 gained 0.6% and <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> Composite added 0.5%. The S&amp;P 500 and the Dow sit less than 1% from new all-time highs.</p><p><blockquote>道琼斯工业平均指数上涨179点，涨幅约为0.5%。标普500上涨 0.6%，<a href=\"https://laohu8.com/S/NDAQ\">纳斯达克</a>复合添加0.5%。标普500和道琼斯指数距离历史新高不到1%。</blockquote></p><p> Stocks continued to shake off concerns about the delta variant of Covid, and stocks that would benefit the most from a continued economic recovery led the gains in premarket trading Monday.</p><p><blockquote>股市继续摆脱对新冠疫情德尔塔变异毒株的担忧，将从持续经济复苏中受益最大的股票在周一盘前交易中领涨。</blockquote></p><p> EV&nbsp;stocks&nbsp;rose&nbsp;in&nbsp;morning&nbsp;trading.&nbsp;<a href=\"https://laohu8.com/S/NIO\">NIO Inc.</a> stock swings to a gain of 2.37% toward 4th-straight gain after July deliveries data.</p><p><blockquote>电动汽车股票在早盘交易中上涨。<a href=\"https://laohu8.com/S/NIO\">蔚来</a>7 月份交付数据公布后，股价上涨 2.37%，连续第四次上涨。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9b07d02e81b388039bda713efd01303f\" tg-width=\"311\" tg-height=\"157\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Among individual stocks, Square gained about&nbsp;7%. The payments company agreed to buy Australia’s Afterpay—which allows users to pay for goods in interest-free installments—in an all-stockdeal valued at around $29 billion.</p><p><blockquote>个股中，Square上涨约7%。这家支付公司同意收购澳大利亚的 Afterpay，该公司允许用户以免息分期付款的方式支付商品费用，这是一笔价值约 290 亿美元的全股票交易。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/32530bdd06153792ae5e34fcc36920b4\" tg-width=\"725\" tg-height=\"633\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Shares of Carnival Corp. were up 2.52% in early trading. Major banks including Morgan Stanley and Bank of America were higher. Airline shares were mostly higher.</p><p><blockquote>嘉年华公司股价早盘上涨2.52%。包括摩根士丹利和美国银行在内的主要银行走高。航空股大多走高。</blockquote></p><p> “We believe the reopening and recovery trend is on track and continue to see upside for equities,” wrote Mark Haefele, chief investment officer of global wealth management at UBS. “We expect the S&amp;P 500 to climb to around 4,650 by June next year, versus 4,395 at present. But we see the greatest upside for cyclical parts of the market, including energy, financials, and Japanese stocks.”</p><p><blockquote>“瑞银全球财富管理首席投资官马克-海费勒（Mark Haefele）写道：”我们相信，重新开放和复苏的趋势正在步入正轨，股市将继续上涨。“我们预计，到明年 6 月，标普500将攀升至 4,650 点左右，而目前为 4,395 点。但我们认为，能源、金融和日本股票等周期性市场板块的上涨空间最大。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9d1f8013a64fda7879ad10c4e7559aec\" tg-width=\"313\" tg-height=\"363\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stocks open higher to kick off August on positive note<blockquote>股市开盘走高，八月份开局积极</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStocks open higher to kick off August on positive note<blockquote>股市开盘走高，八月份开局积极</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-08-02 21:31</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(August 2)&nbsp;Stocks open higher to kick off August on positive note.</p><p><blockquote>（8 月 2 日）股市开盘走高，以积极的态势拉开了 8 月份的序幕。</blockquote></p><p> The Dow Jones Industrial Average rose 179 points, or about 0.5%. S&amp;P 500 gained 0.6% and <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> Composite added 0.5%. The S&amp;P 500 and the Dow sit less than 1% from new all-time highs.</p><p><blockquote>道琼斯工业平均指数上涨179点，涨幅约为0.5%。标普500上涨 0.6%，<a href=\"https://laohu8.com/S/NDAQ\">纳斯达克</a>复合添加0.5%。标普500和道琼斯指数距离历史新高不到1%。</blockquote></p><p> Stocks continued to shake off concerns about the delta variant of Covid, and stocks that would benefit the most from a continued economic recovery led the gains in premarket trading Monday.</p><p><blockquote>股市继续摆脱对新冠疫情德尔塔变异毒株的担忧，将从持续经济复苏中受益最大的股票在周一盘前交易中领涨。</blockquote></p><p> EV&nbsp;stocks&nbsp;rose&nbsp;in&nbsp;morning&nbsp;trading.&nbsp;<a href=\"https://laohu8.com/S/NIO\">NIO Inc.</a> stock swings to a gain of 2.37% toward 4th-straight gain after July deliveries data.</p><p><blockquote>电动汽车股票在早盘交易中上涨。<a href=\"https://laohu8.com/S/NIO\">蔚来</a>7 月份交付数据公布后，股价上涨 2.37%，连续第四次上涨。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9b07d02e81b388039bda713efd01303f\" tg-width=\"311\" tg-height=\"157\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Among individual stocks, Square gained about&nbsp;7%. The payments company agreed to buy Australia’s Afterpay—which allows users to pay for goods in interest-free installments—in an all-stockdeal valued at around $29 billion.</p><p><blockquote>个股中，Square上涨约7%。这家支付公司同意收购澳大利亚的 Afterpay，该公司允许用户以免息分期付款的方式支付商品费用，这是一笔价值约 290 亿美元的全股票交易。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/32530bdd06153792ae5e34fcc36920b4\" tg-width=\"725\" tg-height=\"633\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Shares of Carnival Corp. were up 2.52% in early trading. Major banks including Morgan Stanley and Bank of America were higher. Airline shares were mostly higher.</p><p><blockquote>嘉年华公司股价早盘上涨2.52%。包括摩根士丹利和美国银行在内的主要银行走高。航空股大多走高。</blockquote></p><p> “We believe the reopening and recovery trend is on track and continue to see upside for equities,” wrote Mark Haefele, chief investment officer of global wealth management at UBS. “We expect the S&amp;P 500 to climb to around 4,650 by June next year, versus 4,395 at present. But we see the greatest upside for cyclical parts of the market, including energy, financials, and Japanese stocks.”</p><p><blockquote>“瑞银全球财富管理首席投资官马克-海费勒（Mark Haefele）写道：”我们相信，重新开放和复苏的趋势正在步入正轨，股市将继续上涨。“我们预计，到明年 6 月，标普500将攀升至 4,650 点左右，而目前为 4,395 点。但我们认为，能源、金融和日本股票等周期性市场板块的上涨空间最大。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9d1f8013a64fda7879ad10c4e7559aec\" tg-width=\"313\" tg-height=\"363\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146501234","content_text":"(August 2) Stocks open higher to kick off August on positive note.\nThe Dow Jones Industrial Average rose 179 points, or about 0.5%. S&P 500 gained 0.6% and Nasdaq Composite added 0.5%. The S&P 500 and the Dow sit less than 1% from new all-time highs.\nStocks continued to shake off concerns about the delta variant of Covid, and stocks that would benefit the most from a continued economic recovery led the gains in premarket trading Monday.\nEV stocks rose in morning trading. NIO Inc. stock swings to a gain of 2.37% toward 4th-straight gain after July deliveries data.\n\nAmong individual stocks, Square gained about 7%. The payments company agreed to buy Australia’s Afterpay—which allows users to pay for goods in interest-free installments—in an all-stockdeal valued at around $29 billion.\n\nShares of Carnival Corp. were up 2.52% in early trading. Major banks including Morgan Stanley and Bank of America were higher. Airline shares were mostly higher.\n“We believe the reopening and recovery trend is on track and continue to see upside for equities,” wrote Mark Haefele, chief investment officer of global wealth management at UBS. “We expect the S&P 500 to climb to around 4,650 by June next year, versus 4,395 at present. But we see the greatest upside for cyclical parts of the market, including energy, financials, and Japanese stocks.”","news_type":1,"symbols_score_info":{"SPY":0.9,".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":615,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802485145,"gmtCreate":1627795923687,"gmtModify":1631893538232,"author":{"id":"3586820531331629","authorId":"3586820531331629","name":"Yiggy","avatar":"https://static.tigerbbs.com/ff58b9eedc6885ba1517f4653d6e0e58","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586820531331629","idStr":"3586820531331629"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/802485145","repostId":"2155001152","repostType":4,"isVote":1,"tweetType":1,"viewCount":953,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":172814166,"gmtCreate":1626951078955,"gmtModify":1633769463527,"author":{"id":"3586820531331629","authorId":"3586820531331629","name":"Yiggy","avatar":"https://static.tigerbbs.com/ff58b9eedc6885ba1517f4653d6e0e58","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586820531331629","authorIdStr":"3586820531331629"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/172814166","repostId":"2153477496","repostType":4,"isVote":1,"tweetType":1,"viewCount":810,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818653196,"gmtCreate":1630405702815,"gmtModify":1631891651729,"author":{"id":"3586820531331629","authorId":"3586820531331629","name":"Yiggy","avatar":"https://static.tigerbbs.com/ff58b9eedc6885ba1517f4653d6e0e58","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586820531331629","authorIdStr":"3586820531331629"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/818653196","repostId":"2163319158","repostType":4,"isVote":1,"tweetType":1,"viewCount":2555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800681046,"gmtCreate":1627297866385,"gmtModify":1633766412307,"author":{"id":"3586820531331629","authorId":"3586820531331629","name":"Yiggy","avatar":"https://static.tigerbbs.com/ff58b9eedc6885ba1517f4653d6e0e58","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586820531331629","authorIdStr":"3586820531331629"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/800681046","repostId":"1151724613","repostType":4,"repost":{"id":"1151724613","kind":"news","pubTimestamp":1627292512,"share":"https://www.laohunote.com/m/news/1151724613?lang=zh_CN&edition=full","pubTime":"2021-07-26 17:41","market":"us","language":"en","title":"Tesla Reports Earnings Today. Here's What Matters Most.<blockquote>特斯拉今天公布收益。这是最重要的。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1151724613","media":"Barrons","summary":"Tesla is set to report second-quarter earnings Monday. Get ready for a very complicated report.\nThe ","content":"<p>Tesla is set to report second-quarter earnings Monday. Get ready for a very complicated report.</p><p><blockquote>特斯拉将于周一公布第二季度收益。准备好一份非常复杂的报告。</blockquote></p><p> The EV pioneer will report after the close of trading on Monday, July 26. Wall Street is looking for Tesla (ticker: TSLA) to report about 94 cents in per-share earnings from $11.5 billion in sales, according to FactSet. Beating analyst estimates is important, almost required, for any stock to remain stable in post-earnings trading. That’s true for Tesla as well.</p><p><blockquote>这家电动汽车先驱将于 7 月 26 日星期一收盘后发布报告。据 FactSet 称，华尔街希望特斯拉（股票代码：TSLA）在 115 亿美元的销售额中报告每股收益约 94 美分。超出分析师预期对于任何股票在财报后交易中保持稳定来说都很重要，几乎是必需的。特斯拉也是如此。</blockquote></p><p> There will be a lot of moving parts, however, even more than usual for the world’s most valuable&nbsp;car company&nbsp;and its iconoclast CEO&nbsp;Elon Musk.</p><p><blockquote>不过，对于世界上最有价值的汽车公司及其打破常规的首席执行官埃隆-马斯克（Elon Musk）来说，将会有很多移动部件，甚至比平时还要多。</blockquote></p><p> Factors that will contribute to bottom-line earnings include the global&nbsp;semiconductor&nbsp;shortage,vehicle pricing, vehicle gross profit margins, and the level of profitability in Tesla’s battery storage business. In the end, however, investors will want to see a record in operating profits—no matter how it happens. That’s what could break shares out of their recent range.</p><p><blockquote>影响利润的因素包括全球半导体短缺、汽车定价、汽车毛利率以及特斯拉电池存储业务的盈利水平。然而，最终，投资者会希望看到营业利润创纪录——无论如何发生。这可能会打破股价近期的区间。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d908f359ce3333ed256684e007ff74d0\" tg-width=\"871\" tg-height=\"580\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Tesla reported more than $800 million in operating profits in the 2020 third quarter, and the stock more than doubled to around $860 in the three-month span that followed. But since operating profit growth largely paused in the subsequent quarters, shares have traded down from roughly $860 to around $640 recently. Profit stagnation has meant stock stagnation, too.</p><p><blockquote>特斯拉公布 2020 年第三季度营业利润超过 8 亿美元，在接下来的三个月内，该股股价翻了一番多，达到 860 美元左右。但由于营业利润增长在随后几个季度基本暂停，股价已从约 860 美元跌至最近的 640 美元左右。利润停滞也意味着库存停滞。</blockquote></p><p> The good news for Tesla bulls is Wall Street is projecting a fresh record: Operating profit is expected to be $835 million for the second quarter, driven by strong deliveries. The 2021 second quarter marked the first time Tesla delivered&nbsp;more than 200,000&nbsp;vehicles in a single quarter.</p><p><blockquote>对于特斯拉多头来说，好消息是华尔街预计将创下新纪录：在强劲交付的推动下，第二季度营业利润预计将达到 8.35 亿美元。2021年第二季度标志着特斯拉首次在单季度交付超过20万辆汽车。</blockquote></p><p> After earnings are digested, there should be endless arguments among bulls and bears about the quality of earnings. For instance, one way Tesla generates sales is by selling regulatory credits—which it earns by producing more than its fair share of electric vehicles. The company generated $518 million in first-quarter credit sales, which helped Tesla&nbsp;beat earnings&nbsp;estimates. There is always debate about what is the “normal” amount of credit sales and when will those sales dry up. Eventually, both the bulls and bears expect other auto makers to sell their own EVs, cutting off that source of revenue for Tesla.</p><p><blockquote>财报消化完毕后，多头和空头之间关于财报质量的争论应该会层出不穷。例如，特斯拉创造销售额的一种方式是出售监管积分——它通过生产超过其公平份额的电动汽车来获得这些积分。该公司第一季度信贷销售额为 5.18 亿美元，帮助特斯拉超出盈利预期。关于信用销售额的 “正常 ”数量以及这些销售额何时会枯竭，一直存在争议。最终，多头和空头都预计其他汽车制造商将出售自己的电动汽车，从而切断特斯拉的收入来源。</blockquote></p><p> There is also the issue&nbsp;of Bitcoin. Tesla recognized a small gain on its Bitcoin holdings in the first quarter, but the cryptocurrency’s prices have fallen by roughly half since their April peak. That means there is a chance of a small loss. How investors react is anyone’s guess, but don’t expect Tesla to sell out of its Bitcoin position. Musk continues to indicate his company will transact in the cryptocurrency when Bitcoin mining uses more sustainable power.</p><p><blockquote>还有比特币的问题。特斯拉承认其持有的比特币在第一季度略有增加，但这种加密货币的价格自 4 月份的峰值以来已经下跌了大约一半。这意味着有可能出现小幅亏损。投资者的反应谁也说不准，但不要指望特斯拉会抛售其比特币头寸。马斯克继续表示，当比特币矿业使用更可持续的电力时，他的公司将以加密货币进行交易。</blockquote></p><p> Investors will also want to know when Tesla’s new Germany plant and Austin, Texas facility will start delivering cars. The Austin plant will build Tesla’s&nbsp;Cybertruck. There will also likely be questions about advances in Tesla’s driver-assistance functions—the company recently started selling its driver-assistance software&nbsp;as a subscription—and how much money the company could make from its charging network. Musk tweeted this week Tesla would open its&nbsp;charging network&nbsp;to other EVs down the road.</p><p><blockquote>投资者还想知道特斯拉在德国的新工厂和德克萨斯州奥斯汀的工厂何时开始交付汽车。奥斯汀工厂将生产特斯拉的 Cybertruck。特斯拉驾驶辅助功能的进步--该公司最近开始以订阅的形式销售其驾驶辅助软件--以及该公司能从其充电网络中赚多少钱，也可能会有人质疑。马斯克本周在推特上表示，特斯拉将向未来的其他电动汽车开放其充电网络。</blockquote></p><p> Those topics and more should be discussed on the earnings&nbsp;conference call&nbsp;scheduled for 5:30 p.m. ET on Monday. Year to date, Tesla stock is down roughly 9%, trailing behind comparable 17% and 15% respective gains of the&nbsp;S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average.Still, Tesla shares have had a strong run, up about 112% over the past 12 months.</p><p><blockquote>这些话题以及更多话题应该在定于下午 5:30 举行的财报电话会议上讨论。美国东部时间周一。今年迄今为止，特斯拉股价已下跌约 9%，落后于标普500和道琼斯工业平均指数分别 17% 和 15% 的可比涨幅。尽管如此，特斯拉股价仍表现强劲，过去 12 个月上涨了约 112%。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Reports Earnings Today. Here's What Matters Most.<blockquote>特斯拉今天公布收益。这是最重要的。</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\">\nTesla Reports Earnings Today. Here's What Matters Most.<blockquote>特斯拉今天公布收益。这是最重要的。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-07-26 17:41</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Tesla is set to report second-quarter earnings Monday. Get ready for a very complicated report.</p><p><blockquote>特斯拉将于周一公布第二季度收益。准备好一份非常复杂的报告。</blockquote></p><p> The EV pioneer will report after the close of trading on Monday, July 26. Wall Street is looking for Tesla (ticker: TSLA) to report about 94 cents in per-share earnings from $11.5 billion in sales, according to FactSet. Beating analyst estimates is important, almost required, for any stock to remain stable in post-earnings trading. That’s true for Tesla as well.</p><p><blockquote>这家电动汽车先驱将于 7 月 26 日星期一收盘后发布报告。据 FactSet 称，华尔街希望特斯拉（股票代码：TSLA）在 115 亿美元的销售额中报告每股收益约 94 美分。超出分析师预期对于任何股票在财报后交易中保持稳定来说都很重要，几乎是必需的。特斯拉也是如此。</blockquote></p><p> There will be a lot of moving parts, however, even more than usual for the world’s most valuable&nbsp;car company&nbsp;and its iconoclast CEO&nbsp;Elon Musk.</p><p><blockquote>不过，对于世界上最有价值的汽车公司及其打破常规的首席执行官埃隆-马斯克（Elon Musk）来说，将会有很多移动部件，甚至比平时还要多。</blockquote></p><p> Factors that will contribute to bottom-line earnings include the global&nbsp;semiconductor&nbsp;shortage,vehicle pricing, vehicle gross profit margins, and the level of profitability in Tesla’s battery storage business. In the end, however, investors will want to see a record in operating profits—no matter how it happens. That’s what could break shares out of their recent range.</p><p><blockquote>影响利润的因素包括全球半导体短缺、汽车定价、汽车毛利率以及特斯拉电池存储业务的盈利水平。然而，最终，投资者会希望看到营业利润创纪录——无论如何发生。这可能会打破股价近期的区间。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/d908f359ce3333ed256684e007ff74d0\" tg-width=\"871\" tg-height=\"580\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Tesla reported more than $800 million in operating profits in the 2020 third quarter, and the stock more than doubled to around $860 in the three-month span that followed. But since operating profit growth largely paused in the subsequent quarters, shares have traded down from roughly $860 to around $640 recently. Profit stagnation has meant stock stagnation, too.</p><p><blockquote>特斯拉公布 2020 年第三季度营业利润超过 8 亿美元，在接下来的三个月内，该股股价翻了一番多，达到 860 美元左右。但由于营业利润增长在随后几个季度基本暂停，股价已从约 860 美元跌至最近的 640 美元左右。利润停滞也意味着库存停滞。</blockquote></p><p> The good news for Tesla bulls is Wall Street is projecting a fresh record: Operating profit is expected to be $835 million for the second quarter, driven by strong deliveries. The 2021 second quarter marked the first time Tesla delivered&nbsp;more than 200,000&nbsp;vehicles in a single quarter.</p><p><blockquote>对于特斯拉多头来说，好消息是华尔街预计将创下新纪录：在强劲交付的推动下，第二季度营业利润预计将达到 8.35 亿美元。2021年第二季度标志着特斯拉首次在单季度交付超过20万辆汽车。</blockquote></p><p> After earnings are digested, there should be endless arguments among bulls and bears about the quality of earnings. For instance, one way Tesla generates sales is by selling regulatory credits—which it earns by producing more than its fair share of electric vehicles. The company generated $518 million in first-quarter credit sales, which helped Tesla&nbsp;beat earnings&nbsp;estimates. There is always debate about what is the “normal” amount of credit sales and when will those sales dry up. Eventually, both the bulls and bears expect other auto makers to sell their own EVs, cutting off that source of revenue for Tesla.</p><p><blockquote>财报消化完毕后，多头和空头之间关于财报质量的争论应该会层出不穷。例如，特斯拉创造销售额的一种方式是出售监管积分——它通过生产超过其公平份额的电动汽车来获得这些积分。该公司第一季度信贷销售额为 5.18 亿美元，帮助特斯拉超出盈利预期。关于信用销售额的 “正常 ”数量以及这些销售额何时会枯竭，一直存在争议。最终，多头和空头都预计其他汽车制造商将出售自己的电动汽车，从而切断特斯拉的收入来源。</blockquote></p><p> There is also the issue&nbsp;of Bitcoin. Tesla recognized a small gain on its Bitcoin holdings in the first quarter, but the cryptocurrency’s prices have fallen by roughly half since their April peak. That means there is a chance of a small loss. How investors react is anyone’s guess, but don’t expect Tesla to sell out of its Bitcoin position. Musk continues to indicate his company will transact in the cryptocurrency when Bitcoin mining uses more sustainable power.</p><p><blockquote>还有比特币的问题。特斯拉承认其持有的比特币在第一季度略有增加，但这种加密货币的价格自 4 月份的峰值以来已经下跌了大约一半。这意味着有可能出现小幅亏损。投资者的反应谁也说不准，但不要指望特斯拉会抛售其比特币头寸。马斯克继续表示，当比特币矿业使用更可持续的电力时，他的公司将以加密货币进行交易。</blockquote></p><p> Investors will also want to know when Tesla’s new Germany plant and Austin, Texas facility will start delivering cars. The Austin plant will build Tesla’s&nbsp;Cybertruck. There will also likely be questions about advances in Tesla’s driver-assistance functions—the company recently started selling its driver-assistance software&nbsp;as a subscription—and how much money the company could make from its charging network. Musk tweeted this week Tesla would open its&nbsp;charging network&nbsp;to other EVs down the road.</p><p><blockquote>投资者还想知道特斯拉在德国的新工厂和德克萨斯州奥斯汀的工厂何时开始交付汽车。奥斯汀工厂将生产特斯拉的 Cybertruck。特斯拉驾驶辅助功能的进步--该公司最近开始以订阅的形式销售其驾驶辅助软件--以及该公司能从其充电网络中赚多少钱，也可能会有人质疑。马斯克本周在推特上表示，特斯拉将向未来的其他电动汽车开放其充电网络。</blockquote></p><p> Those topics and more should be discussed on the earnings&nbsp;conference call&nbsp;scheduled for 5:30 p.m. ET on Monday. Year to date, Tesla stock is down roughly 9%, trailing behind comparable 17% and 15% respective gains of the&nbsp;S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average.Still, Tesla shares have had a strong run, up about 112% over the past 12 months.</p><p><blockquote>这些话题以及更多话题应该在定于下午 5:30 举行的财报电话会议上讨论。美国东部时间周一。今年迄今为止，特斯拉股价已下跌约 9%，落后于标普500和道琼斯工业平均指数分别 17% 和 15% 的可比涨幅。尽管如此，特斯拉股价仍表现强劲，过去 12 个月上涨了约 112%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/tesla-stock-earnings-preview-51627061822?mod=hp_LEADSUPP_3\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-earnings-preview-51627061822?mod=hp_LEADSUPP_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151724613","content_text":"Tesla is set to report second-quarter earnings Monday. Get ready for a very complicated report.\nThe EV pioneer will report after the close of trading on Monday, July 26. Wall Street is looking for Tesla (ticker: TSLA) to report about 94 cents in per-share earnings from $11.5 billion in sales, according to FactSet. Beating analyst estimates is important, almost required, for any stock to remain stable in post-earnings trading. That’s true for Tesla as well.\nThere will be a lot of moving parts, however, even more than usual for the world’s most valuable car company and its iconoclast CEO Elon Musk.\nFactors that will contribute to bottom-line earnings include the global semiconductor shortage,vehicle pricing, vehicle gross profit margins, and the level of profitability in Tesla’s battery storage business. In the end, however, investors will want to see a record in operating profits—no matter how it happens. That’s what could break shares out of their recent range.\n\nTesla reported more than $800 million in operating profits in the 2020 third quarter, and the stock more than doubled to around $860 in the three-month span that followed. But since operating profit growth largely paused in the subsequent quarters, shares have traded down from roughly $860 to around $640 recently. Profit stagnation has meant stock stagnation, too.\nThe good news for Tesla bulls is Wall Street is projecting a fresh record: Operating profit is expected to be $835 million for the second quarter, driven by strong deliveries. The 2021 second quarter marked the first time Tesla delivered more than 200,000 vehicles in a single quarter.\nAfter earnings are digested, there should be endless arguments among bulls and bears about the quality of earnings. For instance, one way Tesla generates sales is by selling regulatory credits—which it earns by producing more than its fair share of electric vehicles. The company generated $518 million in first-quarter credit sales, which helped Tesla beat earnings estimates. There is always debate about what is the “normal” amount of credit sales and when will those sales dry up. Eventually, both the bulls and bears expect other auto makers to sell their own EVs, cutting off that source of revenue for Tesla.\nThere is also the issue of Bitcoin. Tesla recognized a small gain on its Bitcoin holdings in the first quarter, but the cryptocurrency’s prices have fallen by roughly half since their April peak. That means there is a chance of a small loss. How investors react is anyone’s guess, but don’t expect Tesla to sell out of its Bitcoin position. Musk continues to indicate his company will transact in the cryptocurrency when Bitcoin mining uses more sustainable power.\nInvestors will also want to know when Tesla’s new Germany plant and Austin, Texas facility will start delivering cars. The Austin plant will build Tesla’s Cybertruck. There will also likely be questions about advances in Tesla’s driver-assistance functions—the company recently started selling its driver-assistance software as a subscription—and how much money the company could make from its charging network. Musk tweeted this week Tesla would open its charging network to other EVs down the road.\nThose topics and more should be discussed on the earnings conference call scheduled for 5:30 p.m. ET on Monday. Year to date, Tesla stock is down roughly 9%, trailing behind comparable 17% and 15% respective gains of the S&P 500 and Dow Jones Industrial Average.Still, Tesla shares have had a strong run, up about 112% over the past 12 months.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":642,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890117595,"gmtCreate":1628086723617,"gmtModify":1631893538197,"author":{"id":"3586820531331629","authorId":"3586820531331629","name":"Yiggy","avatar":"https://static.tigerbbs.com/ff58b9eedc6885ba1517f4653d6e0e58","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586820531331629","authorIdStr":"3586820531331629"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/890117595","repostId":"1187165636","repostType":4,"isVote":1,"tweetType":1,"viewCount":853,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177216137,"gmtCreate":1627222703529,"gmtModify":1633767070710,"author":{"id":"3586820531331629","authorId":"3586820531331629","name":"Yiggy","avatar":"https://static.tigerbbs.com/ff58b9eedc6885ba1517f4653d6e0e58","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586820531331629","authorIdStr":"3586820531331629"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/177216137","repostId":"2153878189","repostType":4,"isVote":1,"tweetType":1,"viewCount":575,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835298877,"gmtCreate":1629718361999,"gmtModify":1631893538126,"author":{"id":"3586820531331629","authorId":"3586820531331629","name":"Yiggy","avatar":"https://static.tigerbbs.com/ff58b9eedc6885ba1517f4653d6e0e58","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586820531331629","authorIdStr":"3586820531331629"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/835298877","repostId":"2161747692","repostType":4,"isVote":1,"tweetType":1,"viewCount":611,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895040265,"gmtCreate":1628696658457,"gmtModify":1631893538160,"author":{"id":"3586820531331629","authorId":"3586820531331629","name":"Yiggy","avatar":"https://static.tigerbbs.com/ff58b9eedc6885ba1517f4653d6e0e58","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586820531331629","authorIdStr":"3586820531331629"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/895040265","repostId":"1197984437","repostType":4,"repost":{"id":"1197984437","kind":"news","pubTimestamp":1628695457,"share":"https://www.laohunote.com/m/news/1197984437?lang=zh_CN&edition=full","pubTime":"2021-08-11 23:24","market":"us","language":"en","title":"Bitcoin ETF Filing Flood Collides With Cooling Demand for Funds<blockquote>比特币 ETF 申请洪水与资金需求降温发生冲突</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1197984437","media":"finance.yahoo","summary":"(Bloomberg) -- U.S. Securities and Exchange Commission Chair Gary Gensler ignited a fresh wave of op","content":"<p>(Bloomberg) -- U.S. Securities and Exchange Commission Chair Gary Gensler ignited a fresh wave of optimism among Bitcoin exchange-traded fund advocates this month -- but it’s unclear whether investors share that enthusiasm.</p><p><blockquote>(彭博社）--美国证券交易委员会主席加里-詹斯勒（Gary Gensler）本月在比特币交易所交易基金的倡导者中点燃了新一轮的乐观情绪--但目前还不清楚投资者是否也有这种热情。</blockquote></p><p> Digital-asset investment products from Grayscale, Bitwise, 21Shares and others saw outflows for the fifth straight week, the longest such streak since January 2018, according to data compiled by CoinShares. The outflows total roughly $93 million over that stretch. Much of it is thanks to money being yanked away from Bitcoin products, according to the digital-asset manager.</p><p><blockquote>根据CoinShares汇编的数据，Grayscale、Bitwise、21Shares和其他公司的数字资产投资产品连续第五周出现资金流出，这是自2018年1月以来最长的连续流出。在此期间，资金外流总额约为 9300 万美元。这家数字资产管理公司表示，这在很大程度上是由于资金从比特币产品中被抽走。</blockquote></p><p> The cooling appetite stands in contrast to the growing pile of cryptocurrency ETF filings, with at least 18 applications landing with the SEC this year. That tally grew by three in the past two weeks after Gensler signaled that regulators may be more open to a Bitcoin ETF if it was based around futures rather than the cryptocurrency itself. However, even if the SEC finally green-lights the fund structure, it’s not a sure bet that a Bitcoin ETF would be met with huge demand, according to Meltem Demirors of Coinshares.</p><p><blockquote>这种降温的胃口与越来越多的加密货币 ETF 申请形成鲜明对比，今年至少有 18 份申请提交给了 SEC。在 Gensler 表示，如果比特币 ETF 以期货而不是加密货币本身为基础，监管机构可能会对其更加开放后，这一数字在过去两周内增长了 3 个。不过，Coinshares 的 Meltem Demirors 表示，即使美国证券交易委员会最终为该基金结构开了绿灯，比特币 ETF 能否满足巨大的需求也不能确定。</blockquote></p><p> “There’s so many venues for people to buy and sell Bitcoin, to get exposure to Bitcoin in tax-managed accounts,” said Demirors, chief strategy officer at CoinShares. “We’re not really sure what the demand will look like because is the maturation of crypto in the U.S. is already quite high.”</p><p><blockquote>“CoinShares 首席战略官 Demirors 说：”人们买卖比特币、在税务管理账户中接触比特币的场所有很多。“我们不太确定需求会是什么样子，因为加密货币在美国的成熟度已经相当高了。”</blockquote></p><p> After setting an all-time high of nearly $65,000 in April, Bitcoin resumed its volatile price swings. The world’s largest cryptocurrency dropped below $30,000 in June as environmental and regulatory concerns hammered sentiment. Bitcoin has since rebounded to more than $46,000, even as the U.S. Senate passed an infrastructure bill that would allow for broad oversight of virtual currencies.</p><p><blockquote>在 4 月份创下近 65,000 美元的历史新高后，比特币恢复了价格波动。由于环境和监管问题打击了市场情绪，全球最大的加密货币在 6 月份跌破 3 万美元。此后，比特币已反弹至 46,000 美元以上，尽管美国参议院通过了一项基础设施法案，允许对虚拟货币进行广泛监管。</blockquote></p><p> However, fund flows have yet to match the rebound. Bitcoin funds and futures are on track for a third straight month of outflows, the longest streak in data going back to 2014, according to Bloomberg Intelligence. The bulk of that decline is due to decreasing open interest in Bitcoin futures, meaning traders let their contracts roll off without renewing.</p><p><blockquote>然而，资金流动尚未赶上反弹。根据彭博资讯（Bloomberg Intelligence）的数据，比特币基金和期货有望连续第三个月资金外流，这是自2014年以来最长的数据连续流出。这一下降的主要原因是对比特币期货的未平仓兴趣下降，这意味着交易员让他们的合约滚动而不续签。</blockquote></p><p> The outflows might even be bigger, if not for the fact that the $30 billion Grayscale Bitcoin Trust (ticker GBTC) -- the largest crypto fund -- doesn’t allow for share redemptions. That’s after shares of the trust ballooned by the hundreds of millions earlier this year amid the crypto craze. As a result, GBTC has traded at a persistent discount to its underlying Bitcoin since March.</p><p><blockquote>如果不是因为最大的加密货币基金--价值 300 亿美元的灰度比特币信托基金（股票代码 GBTC）不允许股票赎回，资金流出可能会更大。在此之前，在今年早些时候的加密货币热潮中，该信托基金的股票暴涨了数亿美元。因此，自 3 月份以来，GBTC 的交易价格一直低于其标的比特币。</blockquote></p><p> But still, in the eyes of Bloomberg Intelligence’s James Seyffart, it’s just a matter of time before investors flood back into crypto funds.</p><p><blockquote>不过，在彭博情报公司（Bloomberg Intelligence）的詹姆斯-塞法特（James Seyffart）看来，投资者重返加密货币基金只是时间问题。</blockquote></p><p> “I think there’s still demand for Bitcoin products that people can access on the traditional financial system rails, if you will,” Seyffart said. “Flows tend to follow performance in areas and products like this, so with the recent weeks of performance for Bitcoin, I wouldn’t be surprised to see those flow numbers potentially turn around.”</p><p><blockquote>“塞法特说：”我认为，如果愿意，人们可以在传统的金融系统轨道上使用比特币产品，对这些产品的需求仍然存在。“在这样的领域和产品中，流量往往会跟随业绩，因此，随着比特币最近几周的业绩，如果看到这些流量数字有可能好转，我不会感到惊讶。”</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>Bitcoin ETF Filing Flood Collides With Cooling Demand for Funds<blockquote>比特币 ETF 申请洪水与资金需求降温发生冲突</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\">\nBitcoin ETF Filing Flood Collides With Cooling Demand for Funds<blockquote>比特币 ETF 申请洪水与资金需求降温发生冲突</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">finance.yahoo</strong><span class=\"h-time small\">2021-08-11 23:24</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Bloomberg) -- U.S. Securities and Exchange Commission Chair Gary Gensler ignited a fresh wave of optimism among Bitcoin exchange-traded fund advocates this month -- but it’s unclear whether investors share that enthusiasm.</p><p><blockquote>(彭博社）--美国证券交易委员会主席加里-詹斯勒（Gary Gensler）本月在比特币交易所交易基金的倡导者中点燃了新一轮的乐观情绪--但目前还不清楚投资者是否也有这种热情。</blockquote></p><p> Digital-asset investment products from Grayscale, Bitwise, 21Shares and others saw outflows for the fifth straight week, the longest such streak since January 2018, according to data compiled by CoinShares. The outflows total roughly $93 million over that stretch. Much of it is thanks to money being yanked away from Bitcoin products, according to the digital-asset manager.</p><p><blockquote>根据CoinShares汇编的数据，Grayscale、Bitwise、21Shares和其他公司的数字资产投资产品连续第五周出现资金流出，这是自2018年1月以来最长的连续流出。在此期间，资金外流总额约为 9300 万美元。这家数字资产管理公司表示，这在很大程度上是由于资金从比特币产品中被抽走。</blockquote></p><p> The cooling appetite stands in contrast to the growing pile of cryptocurrency ETF filings, with at least 18 applications landing with the SEC this year. That tally grew by three in the past two weeks after Gensler signaled that regulators may be more open to a Bitcoin ETF if it was based around futures rather than the cryptocurrency itself. However, even if the SEC finally green-lights the fund structure, it’s not a sure bet that a Bitcoin ETF would be met with huge demand, according to Meltem Demirors of Coinshares.</p><p><blockquote>这种降温的胃口与越来越多的加密货币 ETF 申请形成鲜明对比，今年至少有 18 份申请提交给了 SEC。在 Gensler 表示，如果比特币 ETF 以期货而不是加密货币本身为基础，监管机构可能会对其更加开放后，这一数字在过去两周内增长了 3 个。不过，Coinshares 的 Meltem Demirors 表示，即使美国证券交易委员会最终为该基金结构开了绿灯，比特币 ETF 能否满足巨大的需求也不能确定。</blockquote></p><p> “There’s so many venues for people to buy and sell Bitcoin, to get exposure to Bitcoin in tax-managed accounts,” said Demirors, chief strategy officer at CoinShares. “We’re not really sure what the demand will look like because is the maturation of crypto in the U.S. is already quite high.”</p><p><blockquote>“CoinShares 首席战略官 Demirors 说：”人们买卖比特币、在税务管理账户中接触比特币的场所有很多。“我们不太确定需求会是什么样子，因为加密货币在美国的成熟度已经相当高了。”</blockquote></p><p> After setting an all-time high of nearly $65,000 in April, Bitcoin resumed its volatile price swings. The world’s largest cryptocurrency dropped below $30,000 in June as environmental and regulatory concerns hammered sentiment. Bitcoin has since rebounded to more than $46,000, even as the U.S. Senate passed an infrastructure bill that would allow for broad oversight of virtual currencies.</p><p><blockquote>在 4 月份创下近 65,000 美元的历史新高后，比特币恢复了价格波动。由于环境和监管问题打击了市场情绪，全球最大的加密货币在 6 月份跌破 3 万美元。此后，比特币已反弹至 46,000 美元以上，尽管美国参议院通过了一项基础设施法案，允许对虚拟货币进行广泛监管。</blockquote></p><p> However, fund flows have yet to match the rebound. Bitcoin funds and futures are on track for a third straight month of outflows, the longest streak in data going back to 2014, according to Bloomberg Intelligence. The bulk of that decline is due to decreasing open interest in Bitcoin futures, meaning traders let their contracts roll off without renewing.</p><p><blockquote>然而，资金流动尚未赶上反弹。根据彭博资讯（Bloomberg Intelligence）的数据，比特币基金和期货有望连续第三个月资金外流，这是自2014年以来最长的数据连续流出。这一下降的主要原因是对比特币期货的未平仓兴趣下降，这意味着交易员让他们的合约滚动而不续签。</blockquote></p><p> The outflows might even be bigger, if not for the fact that the $30 billion Grayscale Bitcoin Trust (ticker GBTC) -- the largest crypto fund -- doesn’t allow for share redemptions. That’s after shares of the trust ballooned by the hundreds of millions earlier this year amid the crypto craze. As a result, GBTC has traded at a persistent discount to its underlying Bitcoin since March.</p><p><blockquote>如果不是因为最大的加密货币基金--价值 300 亿美元的灰度比特币信托基金（股票代码 GBTC）不允许股票赎回，资金流出可能会更大。在此之前，在今年早些时候的加密货币热潮中，该信托基金的股票暴涨了数亿美元。因此，自 3 月份以来，GBTC 的交易价格一直低于其标的比特币。</blockquote></p><p> But still, in the eyes of Bloomberg Intelligence’s James Seyffart, it’s just a matter of time before investors flood back into crypto funds.</p><p><blockquote>不过，在彭博情报公司（Bloomberg Intelligence）的詹姆斯-塞法特（James Seyffart）看来，投资者重返加密货币基金只是时间问题。</blockquote></p><p> “I think there’s still demand for Bitcoin products that people can access on the traditional financial system rails, if you will,” Seyffart said. “Flows tend to follow performance in areas and products like this, so with the recent weeks of performance for Bitcoin, I wouldn’t be surprised to see those flow numbers potentially turn around.”</p><p><blockquote>“塞法特说：”我认为，如果愿意，人们可以在传统的金融系统轨道上使用比特币产品，对这些产品的需求仍然存在。“在这样的领域和产品中，流量往往会跟随业绩，因此，随着比特币最近几周的业绩，如果看到这些流量数字有可能好转，我不会感到惊讶。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/bitcoin-etf-filing-flood-collides-150226371.html\">finance.yahoo</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc."},"source_url":"https://finance.yahoo.com/news/bitcoin-etf-filing-flood-collides-150226371.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197984437","content_text":"(Bloomberg) -- U.S. Securities and Exchange Commission Chair Gary Gensler ignited a fresh wave of optimism among Bitcoin exchange-traded fund advocates this month -- but it’s unclear whether investors share that enthusiasm.\nDigital-asset investment products from Grayscale, Bitwise, 21Shares and others saw outflows for the fifth straight week, the longest such streak since January 2018, according to data compiled by CoinShares. The outflows total roughly $93 million over that stretch. Much of it is thanks to money being yanked away from Bitcoin products, according to the digital-asset manager.\nThe cooling appetite stands in contrast to the growing pile of cryptocurrency ETF filings, with at least 18 applications landing with the SEC this year. That tally grew by three in the past two weeks after Gensler signaled that regulators may be more open to a Bitcoin ETF if it was based around futures rather than the cryptocurrency itself. However, even if the SEC finally green-lights the fund structure, it’s not a sure bet that a Bitcoin ETF would be met with huge demand, according to Meltem Demirors of Coinshares.\n“There’s so many venues for people to buy and sell Bitcoin, to get exposure to Bitcoin in tax-managed accounts,” said Demirors, chief strategy officer at CoinShares. “We’re not really sure what the demand will look like because is the maturation of crypto in the U.S. is already quite high.”\nAfter setting an all-time high of nearly $65,000 in April, Bitcoin resumed its volatile price swings. The world’s largest cryptocurrency dropped below $30,000 in June as environmental and regulatory concerns hammered sentiment. Bitcoin has since rebounded to more than $46,000, even as the U.S. Senate passed an infrastructure bill that would allow for broad oversight of virtual currencies.\nHowever, fund flows have yet to match the rebound. Bitcoin funds and futures are on track for a third straight month of outflows, the longest streak in data going back to 2014, according to Bloomberg Intelligence. The bulk of that decline is due to decreasing open interest in Bitcoin futures, meaning traders let their contracts roll off without renewing.\nThe outflows might even be bigger, if not for the fact that the $30 billion Grayscale Bitcoin Trust (ticker GBTC) -- the largest crypto fund -- doesn’t allow for share redemptions. That’s after shares of the trust ballooned by the hundreds of millions earlier this year amid the crypto craze. As a result, GBTC has traded at a persistent discount to its underlying Bitcoin since March.\nBut still, in the eyes of Bloomberg Intelligence’s James Seyffart, it’s just a matter of time before investors flood back into crypto funds.\n“I think there’s still demand for Bitcoin products that people can access on the traditional financial system rails, if you will,” Seyffart said. “Flows tend to follow performance in areas and products like this, so with the recent weeks of performance for Bitcoin, I wouldn’t be surprised to see those flow numbers potentially turn around.”","news_type":1,"symbols_score_info":{"COIN":0.9}},"isVote":1,"tweetType":1,"viewCount":593,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807394745,"gmtCreate":1627999623187,"gmtModify":1631893538206,"author":{"id":"3586820531331629","authorId":"3586820531331629","name":"Yiggy","avatar":"https://static.tigerbbs.com/ff58b9eedc6885ba1517f4653d6e0e58","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586820531331629","authorIdStr":"3586820531331629"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/807394745","repostId":"1148147660","repostType":4,"repost":{"id":"1148147660","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627999192,"share":"https://www.laohunote.com/m/news/1148147660?lang=zh_CN&edition=full","pubTime":"2021-08-03 21:59","market":"us","language":"en","title":"Most of Chinese stocks were down in morning trading<blockquote>大多数中国股票在早盘交易中下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1148147660","media":"Tiger Newspress","summary":"(Aug&nbsp;3)&nbsp;Most of Chinese stocks were down in morning trading.","content":"<p>(Aug&nbsp;3)&nbsp;Most of Chinese stocks were down in morning trading.</p><p><blockquote>（8月3日）中国股市早盘多数下跌。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/74bb304d0b14c1b9c4528cfe12a67cb4\" tg-width=\"382\" tg-height=\"846\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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