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Andrewkang

Andrewkang

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2021-12-04

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2021-11-27

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2021-11-25

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2021-11-13

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Tesla shares fell more than 1% in morning trading<blockquote>特斯拉股价早盘下跌超过1%</blockquote>

2021-10-04

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It's electric: EV developer Rivian Automotive files for an estimated $6 billion IPO, expected to be year's largest offering<blockquote>它是电动的：电动汽车开发商Rivian汽车公司申请约 60 亿美元的 IPO，预计将是今年最大的发行</blockquote>

2021-10-03

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2021-10-03

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2021-09-26

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Costco is limiting how much toilet paper you can buy again<blockquote>Costco 正在限制您可以再次购买的卫生纸数量</blockquote>

2021-09-20

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2021-09-18

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2021-09-16

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2021-09-11

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2021-09-06

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2021-08-30

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2021-08-26

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Peloton Earnings: 2 Tough Questions Analysts Should Ask Management on Thursday<blockquote>Peloton 收益：分析师周四应该向管理层提出 2 个棘手的问题</blockquote>

2021-08-25

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2021-08-24

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Palantir Is an Enigma. The Opportunity in Its Stock Is Far More Clear.<blockquote>Palantir是一个谜。其股票的机会要明显得多。</blockquote>

2021-08-17

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2021-08-16

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Home Depot and Lowe’s Will Report Earnings Soon. What Could Lift the Stocks.<blockquote>家得宝和劳氏即将公布财报。什么可以提振股票。</blockquote>

2021-08-14

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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":1636727635,"share":"https://www.laohunote.com/m/news/1108363615?lang=zh_CN&edition=full","pubTime":"2021-11-12 22:33","market":"us","language":"en","title":"Tesla shares fell more than 1% in morning trading<blockquote>特斯拉股价早盘下跌超过1%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1108363615","media":"Tiger Newspress","summary":"Tesla shares fell more than 1% in morning trading.Tesla Inc Chief Executive Officer Elon Musk disclo","content":"<p>Tesla&nbsp;shares&nbsp;fell&nbsp;more&nbsp;than&nbsp;1%&nbsp;in&nbsp;morning&nbsp;trading.<img src=\"https://static.tigerbbs.com/92a4ad4188b0f9937f5f99fdde05d569\" tg-width=\"879\" tg-height=\"615\" width=\"100%\" height=\"auto\">Tesla Inc&nbsp;Chief Executive Officer Elon Musk disclosed an additional share sale worth about $687 million in the electric-car maker, regulatory filings showed on Friday, after offloading about $5 billion in stock earlier in the week.</p><p><blockquote>特斯拉股价在早盘交易中下跌超过1%。监管文件显示，特斯拉公司首席执行官埃隆·马斯克 (Elon Musk) 在本周早些时候出售了约 50 亿美元的股票后，周五披露了这家电动汽车制造商价值约 6.87 亿美元的额外股票。</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>Tesla shares fell more than 1% in morning trading<blockquote>特斯拉股价早盘下跌超过1%</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 shares fell more than 1% in morning trading<blockquote>特斯拉股价早盘下跌超过1%</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\">2021-11-12 22:33</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Tesla&nbsp;shares&nbsp;fell&nbsp;more&nbsp;than&nbsp;1%&nbsp;in&nbsp;morning&nbsp;trading.<img src=\"https://static.tigerbbs.com/92a4ad4188b0f9937f5f99fdde05d569\" tg-width=\"879\" tg-height=\"615\" width=\"100%\" height=\"auto\">Tesla Inc&nbsp;Chief Executive Officer Elon Musk disclosed an additional share sale worth about $687 million in the electric-car maker, regulatory filings showed on Friday, after offloading about $5 billion in stock earlier in the week.</p><p><blockquote>特斯拉股价在早盘交易中下跌超过1%。监管文件显示，特斯拉公司首席执行官埃隆·马斯克 (Elon Musk) 在本周早些时候出售了约 50 亿美元的股票后，周五披露了这家电动汽车制造商价值约 6.87 亿美元的额外股票。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSL":"1.25倍做多TSLA ETF-GraniteShares"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108363615","content_text":"Tesla shares fell more than 1% in morning trading.Tesla Inc Chief Executive Officer Elon Musk disclosed an additional share sale worth about $687 million in the electric-car maker, regulatory filings showed on Friday, after offloading about $5 billion in stock earlier in the week.","news_type":1,"symbols_score_info":{"TSL":0.9}},"isVote":1,"tweetType":1,"viewCount":3643,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":867519573,"gmtCreate":1633299713401,"gmtModify":1633299713542,"author":{"id":"3586834968608355","authorId":"3586834968608355","name":"Andrewkang","avatar":"https://static.tigerbbs.com/c156835bf3f5665f5509ad93d83d1df2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586834968608355","authorIdStr":"3586834968608355"},"themes":[],"title":"","htmlText":"j","listText":"j","text":"j","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/867519573","repostId":"1103415129","repostType":4,"repost":{"id":"1103415129","kind":"news","pubTimestamp":1633268335,"share":"https://www.laohunote.com/m/news/1103415129?lang=zh_CN&edition=full","pubTime":"2021-10-03 21:38","market":"us","language":"en","title":"It's electric: EV developer Rivian Automotive files for an estimated $6 billion IPO, expected to be year's largest offering<blockquote>它是电动的：电动汽车开发商Rivian汽车公司申请约 60 亿美元的 IPO，预计将是今年最大的发行</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1103415129","media":"Renaissance Capital","summary":"Rivian Automotive, which manufactures premium electric SUVs, vans, and pickup trucks, filed on Frida","content":"<p>Rivian Automotive, which manufactures premium electric SUVs, vans, and pickup trucks, filed on Friday with the SEC to raise up to $100 million in an initial public offering. However the deal size is a placeholder for an IPO that we estimate could raise upwards of $6 billion.</p><p><blockquote>生产高端电动 SUV、货车和皮卡车的Rivian汽车公司周五向美国证券交易委员会提交了一份文件，计划在首次公开募股中筹集高达 1 亿美元的资金。然而，交易规模是 IPO 的一个占位符，我们估计 IPO 可以筹集超过 60 亿美元。</blockquote></p><p> In September, Rivian began making deliveries of its first generation consumer vehicle, the R1T, a two-row five-passenger pickup truck priced at around $70,000. The company also plans to launch the R1S, a three-row seven-passenger SUV, in December 2021. At quarter-end, it had approximately 48,000 preorders for the consumer vehicles with $1,000 refundable deposits. In the commercial market, Rivian collaborated with key investor Amazon.com to develop an electric delivery van with an initial order volume of 100,000 vehicles.</p><p><blockquote>9 月，Rivian开始交付其第一代消费汽车 R1T，这是一款两排五座皮卡车，售价约为 70,000 美元。该公司还计划于2021年12月推出三排七座SUV R1S。截至季度末，该公司已收到约 48,000 份消费汽车预订，并需支付 1,000 美元的可退还押金。在商业市场，Rivian与主要投资者亚马逊合作开发了一款电动送货车，初始订单量为10万辆。</blockquote></p><p> The pre-revenue company is expected to compete most closely with US premium electric vehicle developers Tesla and Lucid Motors (LCID). Lucid went public via SPAC merger and begins customer deliveries of its luxury sedan in the fall.</p><p><blockquote>预计这家营收前公司将与美国高端电动汽车开发商特斯拉和 Lucid Motors (LCID) 展开最激烈的竞争。Lucid 通过 SPAC 合并上市，并于秋季开始向客户交付其豪华轿车。</blockquote></p><p> The Irvine, CA-based company was founded in 2009 and plans to list on the Nasdaq under the symbolRIVN. Rivian Automotive filed confidentially on August 25, 2021. Morgan Stanley, Goldman Sachs, J.P. Morgan, Barclays, Deutsche Bank, Allen &amp; Company, BofA Securities, Mizuho Securities, and Wells Fargo Securities are the joint bookrunners on the deal. No pricing terms were disclosed.</p><p><blockquote>这家总部位于加利福尼亚州尔湾的公司成立于 2009 年，计划在纳斯达克上市，股票代码为 RIVN。Rivian汽车于2021年8月25日秘密备案。摩根士丹利、高盛、摩根大通、巴克莱银行、德意志银行、艾伦公司、美国银行证券、瑞穗证券和富国银行证券是该交易的联席账簿管理人。没有披露定价条款。</blockquote></p><p></p>","source":"lsy1603787993745","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>It's electric: EV developer Rivian Automotive files for an estimated $6 billion IPO, expected to be year's largest offering<blockquote>它是电动的：电动汽车开发商Rivian汽车公司申请约 60 亿美元的 IPO，预计将是今年最大的发行</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\">\nIt's electric: EV developer Rivian Automotive files for an estimated $6 billion IPO, expected to be year's largest offering<blockquote>它是电动的：电动汽车开发商Rivian汽车公司申请约 60 亿美元的 IPO，预计将是今年最大的发行</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Renaissance Capital</strong><span class=\"h-time small\">2021-10-03 21:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Rivian Automotive, which manufactures premium electric SUVs, vans, and pickup trucks, filed on Friday with the SEC to raise up to $100 million in an initial public offering. However the deal size is a placeholder for an IPO that we estimate could raise upwards of $6 billion.</p><p><blockquote>生产高端电动 SUV、货车和皮卡车的Rivian汽车公司周五向美国证券交易委员会提交了一份文件，计划在首次公开募股中筹集高达 1 亿美元的资金。然而，交易规模是 IPO 的一个占位符，我们估计 IPO 可以筹集超过 60 亿美元。</blockquote></p><p> In September, Rivian began making deliveries of its first generation consumer vehicle, the R1T, a two-row five-passenger pickup truck priced at around $70,000. The company also plans to launch the R1S, a three-row seven-passenger SUV, in December 2021. At quarter-end, it had approximately 48,000 preorders for the consumer vehicles with $1,000 refundable deposits. In the commercial market, Rivian collaborated with key investor Amazon.com to develop an electric delivery van with an initial order volume of 100,000 vehicles.</p><p><blockquote>9 月，Rivian开始交付其第一代消费汽车 R1T，这是一款两排五座皮卡车，售价约为 70,000 美元。该公司还计划于2021年12月推出三排七座SUV R1S。截至季度末，该公司已收到约 48,000 份消费汽车预订，并需支付 1,000 美元的可退还押金。在商业市场，Rivian与主要投资者亚马逊合作开发了一款电动送货车，初始订单量为10万辆。</blockquote></p><p> The pre-revenue company is expected to compete most closely with US premium electric vehicle developers Tesla and Lucid Motors (LCID). Lucid went public via SPAC merger and begins customer deliveries of its luxury sedan in the fall.</p><p><blockquote>预计这家营收前公司将与美国高端电动汽车开发商特斯拉和 Lucid Motors (LCID) 展开最激烈的竞争。Lucid 通过 SPAC 合并上市，并于秋季开始向客户交付其豪华轿车。</blockquote></p><p> The Irvine, CA-based company was founded in 2009 and plans to list on the Nasdaq under the symbolRIVN. Rivian Automotive filed confidentially on August 25, 2021. Morgan Stanley, Goldman Sachs, J.P. Morgan, Barclays, Deutsche Bank, Allen &amp; Company, BofA Securities, Mizuho Securities, and Wells Fargo Securities are the joint bookrunners on the deal. No pricing terms were disclosed.</p><p><blockquote>这家总部位于加利福尼亚州尔湾的公司成立于 2009 年，计划在纳斯达克上市，股票代码为 RIVN。Rivian汽车于2021年8月25日秘密备案。摩根士丹利、高盛、摩根大通、巴克莱银行、德意志银行、艾伦公司、美国银行证券、瑞穗证券和富国银行证券是该交易的联席账簿管理人。没有披露定价条款。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.renaissancecapital.com/IPO-Center/News/86752/Its-electric-EV-developer-Rivian-Automotive-files-for-an-estimated-$6-billi\">Renaissance Capital</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":{},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/86752/Its-electric-EV-developer-Rivian-Automotive-files-for-an-estimated-$6-billi","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103415129","content_text":"Rivian Automotive, which manufactures premium electric SUVs, vans, and pickup trucks, filed on Friday with the SEC to raise up to $100 million in an initial public offering. However the deal size is a placeholder for an IPO that we estimate could raise upwards of $6 billion.\nIn September, Rivian began making deliveries of its first generation consumer vehicle, the R1T, a two-row five-passenger pickup truck priced at around $70,000. The company also plans to launch the R1S, a three-row seven-passenger SUV, in December 2021. At quarter-end, it had approximately 48,000 preorders for the consumer vehicles with $1,000 refundable deposits. In the commercial market, Rivian collaborated with key investor Amazon.com to develop an electric delivery van with an initial order volume of 100,000 vehicles.\nThe pre-revenue company is expected to compete most closely with US premium electric vehicle developers Tesla and Lucid Motors (LCID). Lucid went public via SPAC merger and begins customer deliveries of its luxury sedan in the fall.\nThe Irvine, CA-based company was founded in 2009 and plans to list on the Nasdaq under the symbolRIVN. Rivian Automotive filed confidentially on August 25, 2021. Morgan Stanley, Goldman Sachs, J.P. Morgan, Barclays, Deutsche Bank, Allen & Company, BofA Securities, Mizuho Securities, and Wells Fargo Securities are the joint bookrunners on the deal. No pricing terms were disclosed.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":4173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":867334490,"gmtCreate":1633215115030,"gmtModify":1633215115158,"author":{"id":"3586834968608355","authorId":"3586834968608355","name":"Andrewkang","avatar":"https://static.tigerbbs.com/c156835bf3f5665f5509ad93d83d1df2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586834968608355","authorIdStr":"3586834968608355"},"themes":[],"title":"","htmlText":"h","listText":"h","text":"h","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/867334490","repostId":"2172961873","repostType":4,"isVote":1,"tweetType":1,"viewCount":4126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":867334262,"gmtCreate":1633215078635,"gmtModify":1633215078762,"author":{"id":"3586834968608355","authorId":"3586834968608355","name":"Andrewkang","avatar":"https://static.tigerbbs.com/c156835bf3f5665f5509ad93d83d1df2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586834968608355","authorIdStr":"3586834968608355"},"themes":[],"title":"","htmlText":"j","listText":"j","text":"j","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":11,"repostSize":0,"link":"https://laohu8.com/post/867334262","repostId":"2172618769","repostType":4,"isVote":1,"tweetType":1,"viewCount":2678,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":868316851,"gmtCreate":1632606823473,"gmtModify":1632654086208,"author":{"id":"3586834968608355","authorId":"3586834968608355","name":"Andrewkang","avatar":"https://static.tigerbbs.com/c156835bf3f5665f5509ad93d83d1df2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586834968608355","authorIdStr":"3586834968608355"},"themes":[],"title":"","htmlText":"h","listText":"h","text":"h","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/868316851","repostId":"1155969586","repostType":4,"repost":{"id":"1155969586","kind":"news","pubTimestamp":1632529960,"share":"https://www.laohunote.com/m/news/1155969586?lang=zh_CN&edition=full","pubTime":"2021-09-25 08:32","market":"hk","language":"en","title":"Costco is limiting how much toilet paper you can buy again<blockquote>Costco 正在限制您可以再次购买的卫生纸数量</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1155969586","media":"CNN","summary":"New York (CNN Business)Costco is once again placing limits on purchases of toilet paper, paper towel","content":"<p>New York (CNN Business)Costco is once again placing limits on purchases of toilet paper, paper towels and cleaning supplies.</p><p><blockquote>纽约（CNN Business）好市多再次限制购买卫生纸、纸巾和清洁用品。</blockquote></p><p> The Delta variant continues to spread across the globe, sending demand for those items higher. But that's not the only reason why Costco is limiting purchases. The warehouse store is also having trouble finding trucks, drivers and shipping containers to get the items to its stores.</p><p><blockquote>德尔塔变异毒株继续在全球蔓延，推高了对这些商品的需求。但这并不是好市多限制购买的唯一原因。仓库商店也很难找到卡车、司机和集装箱来将商品运送到商店。</blockquote></p><p> \"The factors pressuring supply chains and inflation include port delays, container shortages, Covid disruptions, shortages on various components, raw materials and ingredients, labor cost pressures and truck and driver shortages,\" said Costco CFO Richard Galanti, speaking to investors after reporting quarterly results Thursday evening. \"Various major brands are requesting longer lead times, and in some cases, difficulty in finding drivers and trucks on short notice.\"</p><p><blockquote>好市多首席财务官理查德·加兰蒂 (Richard Galanti) 表示：“给供应链和通胀带来压力的因素包括港口延误、集装箱短缺、新冠疫情中断、各种零部件、原材料和配料短缺、劳动力成本压力以及卡车和司机短缺。”周四晚间公布季度业绩后对投资者表示。“各大品牌都要求延长交货时间，在某些情况下，很难在短时间内找到司机和卡车。”</blockquote></p><p> Last year, Costco and other retailers were having trouble keeping those products on their shelves because of panic buying by customers worried that they wouldn't be able to purchase them in the future. Manufacturers were also unable to keep up with the surge in demand.</p><p><blockquote>去年，好市多和其他零售商很难将这些产品保留在货架上，因为顾客担心将来无法购买到这些产品而出现恐慌性购买。制造商也无法跟上需求的激增。</blockquote></p><p> Although the increase in Covid cases may be causing an increase in demand for some items, Galanti's comments focused more on issues getting the products to the stores. He said the problems with the company's supply chain is causing it to order items earlier than it might otherwise.</p><p><blockquote>尽管新冠病例的增加可能会导致对某些商品的需求增加，但加兰蒂的评论更侧重于将产品送到商店的问题。他说，该公司供应链的问题导致其比原本可能更早订购商品。</blockquote></p><p> But whether panic buying is causing the shortages now, a policy like Costco's limiting sales could prompt a run on those very items by shoppers said Steven Taylor, a professor in the University of British Columbia's Psychiatry Department.</p><p><blockquote>但不列颠哥伦比亚大学精神病学系教授史蒂文·泰勒表示，无论恐慌性购买是否导致了现在的短缺，像好市多限制销售这样的政策都可能促使购物者抢购这些商品。</blockquote></p><p> \"Over the past two years people have become conditioned to respond with panic buying whenever they learn of some impending lockdown or shortage,\" he said. \"And so far, efforts by community leaders have been ineffective in controlling episodes of panic buying. Our leaders typically say something like 'Don't panic! There is enough toilet paper!' This message backfires because it pairs, in the minds of shoppers, toilet paper and panic.\"</p><p><blockquote>他说：“在过去两年里，每当人们得知一些即将到来的封锁或短缺时，他们就习惯于恐慌性购买。”“到目前为止，社区领袖的努力在控制恐慌性购买方面无效。我们的领袖通常会说‘不要恐慌!卫生纸足够了!’这条信息适得其反，因为在购物者的心目中，它将卫生纸和恐慌联系在一起。”</blockquote></p><p> This, he said, is known as the \"innuendo effect\" in social psychology. While limits on purchases could prevent some shortages, they often stoke fears on the part of shoppers.</p><p><blockquote>他说，这在社会心理学中被称为“影射效应”。虽然购买限制可以防止一些短缺，但它们往往会引起购物者的恐惧。</blockquote></p><p> \"Even with the imposed limits on purchasing, we are likely to see a resurgence of panic buying, especially now that shoppers have become aware that current shortages may be due to bottlenecks in the supply chain,\" Taylor added.</p><p><blockquote>泰勒补充说：“即使对购买实施了限制，我们也可能会看到恐慌性购买死灰复燃，特别是现在购物者已经意识到当前的短缺可能是由于供应链瓶颈造成的。”</blockquote></p><p> Nike is scrambling to fix supply chain problems as holiday shopping looms</p><p><blockquote>随着假日购物的临近，耐克正在努力解决供应链问题</blockquote></p><p> Nike is scrambling to fix supply chain problems as holiday shopping looms</p><p><blockquote>随着假日购物的临近，耐克正在努力解决供应链问题</blockquote></p><p> Rather than just pay to move containers of freight from Asia to North America, Costco has chartered three container ships, with each ship able to carry 800 to 1,000 containers at a time. Costco anticipates it can make 10 cross-Pacific trips a year with the ships.</p><p><blockquote>Costco 租用了三艘集装箱船，每艘船一次能够运载 800 至 1000 个集装箱，而不是只付费将集装箱从亚洲运往北美。Costco 预计每年可以使用这些船只进行 10 次跨太平洋旅行。</blockquote></p><p> Shipping costs are making some items more expensive, adding to other inflationary pressures.</p><p><blockquote>运输成本使某些商品变得更加昂贵，加剧了其他通胀压力。</blockquote></p><p> \"Price increases of pulp and paper goods, some items [are] up 4% to 8%,\" said Galanti, the Costco CFO. Plastic items, such as trash bags, Ziploc bags, disposable cups and plates are up in the 5% to 11% range. Non-durable metal items, such as aluminum foil and beverage cans are up in the mid-single-digit range.</p><p><blockquote>好市多首席财务官加兰蒂表示：“纸浆和纸制品价格上涨，某些商品价格上涨了 4% 至 8%。”塑料制品，如垃圾袋、拉链袋、一次性杯子和盘子，上涨了5%到11%。铝箔和饮料罐等非耐用金属制品的价格在中个位数范围内。</blockquote></p><p> Costco reported slightly better than forecast earnings for the fiscal fourth quarter that ended August 29. Its shares were narrowly higher in pre-market trading Friday on the report, and are up 20% so far this year.</p><p><blockquote>Costco 公布的截至 8 月 29 日的第四财季收益略好于预期。该报告发布后，其股价在周五盘前交易中小幅上涨，今年迄今已上涨 20%。</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>Costco is limiting how much toilet paper you can buy again<blockquote>Costco 正在限制您可以再次购买的卫生纸数量</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\">\nCostco is limiting how much toilet paper you can buy again<blockquote>Costco 正在限制您可以再次购买的卫生纸数量</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">CNN</strong><span class=\"h-time small\">2021-09-25 08:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p>New York (CNN Business)Costco is once again placing limits on purchases of toilet paper, paper towels and cleaning supplies.</p><p><blockquote>纽约（CNN Business）好市多再次限制购买卫生纸、纸巾和清洁用品。</blockquote></p><p> The Delta variant continues to spread across the globe, sending demand for those items higher. But that's not the only reason why Costco is limiting purchases. The warehouse store is also having trouble finding trucks, drivers and shipping containers to get the items to its stores.</p><p><blockquote>德尔塔变异毒株继续在全球蔓延，推高了对这些商品的需求。但这并不是好市多限制购买的唯一原因。仓库商店也很难找到卡车、司机和集装箱来将商品运送到商店。</blockquote></p><p> \"The factors pressuring supply chains and inflation include port delays, container shortages, Covid disruptions, shortages on various components, raw materials and ingredients, labor cost pressures and truck and driver shortages,\" said Costco CFO Richard Galanti, speaking to investors after reporting quarterly results Thursday evening. \"Various major brands are requesting longer lead times, and in some cases, difficulty in finding drivers and trucks on short notice.\"</p><p><blockquote>好市多首席财务官理查德·加兰蒂 (Richard Galanti) 表示：“给供应链和通胀带来压力的因素包括港口延误、集装箱短缺、新冠疫情中断、各种零部件、原材料和配料短缺、劳动力成本压力以及卡车和司机短缺。”周四晚间公布季度业绩后对投资者表示。“各大品牌都要求延长交货时间，在某些情况下，很难在短时间内找到司机和卡车。”</blockquote></p><p> Last year, Costco and other retailers were having trouble keeping those products on their shelves because of panic buying by customers worried that they wouldn't be able to purchase them in the future. Manufacturers were also unable to keep up with the surge in demand.</p><p><blockquote>去年，好市多和其他零售商很难将这些产品保留在货架上，因为顾客担心将来无法购买到这些产品而出现恐慌性购买。制造商也无法跟上需求的激增。</blockquote></p><p> Although the increase in Covid cases may be causing an increase in demand for some items, Galanti's comments focused more on issues getting the products to the stores. He said the problems with the company's supply chain is causing it to order items earlier than it might otherwise.</p><p><blockquote>尽管新冠病例的增加可能会导致对某些商品的需求增加，但加兰蒂的评论更侧重于将产品送到商店的问题。他说，该公司供应链的问题导致其比原本可能更早订购商品。</blockquote></p><p> But whether panic buying is causing the shortages now, a policy like Costco's limiting sales could prompt a run on those very items by shoppers said Steven Taylor, a professor in the University of British Columbia's Psychiatry Department.</p><p><blockquote>但不列颠哥伦比亚大学精神病学系教授史蒂文·泰勒表示，无论恐慌性购买是否导致了现在的短缺，像好市多限制销售这样的政策都可能促使购物者抢购这些商品。</blockquote></p><p> \"Over the past two years people have become conditioned to respond with panic buying whenever they learn of some impending lockdown or shortage,\" he said. \"And so far, efforts by community leaders have been ineffective in controlling episodes of panic buying. Our leaders typically say something like 'Don't panic! There is enough toilet paper!' This message backfires because it pairs, in the minds of shoppers, toilet paper and panic.\"</p><p><blockquote>他说：“在过去两年里，每当人们得知一些即将到来的封锁或短缺时，他们就习惯于恐慌性购买。”“到目前为止，社区领袖的努力在控制恐慌性购买方面无效。我们的领袖通常会说‘不要恐慌!卫生纸足够了!’这条信息适得其反，因为在购物者的心目中，它将卫生纸和恐慌联系在一起。”</blockquote></p><p> This, he said, is known as the \"innuendo effect\" in social psychology. While limits on purchases could prevent some shortages, they often stoke fears on the part of shoppers.</p><p><blockquote>他说，这在社会心理学中被称为“影射效应”。虽然购买限制可以防止一些短缺，但它们往往会引起购物者的恐惧。</blockquote></p><p> \"Even with the imposed limits on purchasing, we are likely to see a resurgence of panic buying, especially now that shoppers have become aware that current shortages may be due to bottlenecks in the supply chain,\" Taylor added.</p><p><blockquote>泰勒补充说：“即使对购买实施了限制，我们也可能会看到恐慌性购买死灰复燃，特别是现在购物者已经意识到当前的短缺可能是由于供应链瓶颈造成的。”</blockquote></p><p> Nike is scrambling to fix supply chain problems as holiday shopping looms</p><p><blockquote>随着假日购物的临近，耐克正在努力解决供应链问题</blockquote></p><p> Nike is scrambling to fix supply chain problems as holiday shopping looms</p><p><blockquote>随着假日购物的临近，耐克正在努力解决供应链问题</blockquote></p><p> Rather than just pay to move containers of freight from Asia to North America, Costco has chartered three container ships, with each ship able to carry 800 to 1,000 containers at a time. Costco anticipates it can make 10 cross-Pacific trips a year with the ships.</p><p><blockquote>Costco 租用了三艘集装箱船，每艘船一次能够运载 800 至 1000 个集装箱，而不是只付费将集装箱从亚洲运往北美。Costco 预计每年可以使用这些船只进行 10 次跨太平洋旅行。</blockquote></p><p> Shipping costs are making some items more expensive, adding to other inflationary pressures.</p><p><blockquote>运输成本使某些商品变得更加昂贵，加剧了其他通胀压力。</blockquote></p><p> \"Price increases of pulp and paper goods, some items [are] up 4% to 8%,\" said Galanti, the Costco CFO. Plastic items, such as trash bags, Ziploc bags, disposable cups and plates are up in the 5% to 11% range. Non-durable metal items, such as aluminum foil and beverage cans are up in the mid-single-digit range.</p><p><blockquote>好市多首席财务官加兰蒂表示：“纸浆和纸制品价格上涨，某些商品价格上涨了 4% 至 8%。”塑料制品，如垃圾袋、拉链袋、一次性杯子和盘子，上涨了5%到11%。铝箔和饮料罐等非耐用金属制品的价格在中个位数范围内。</blockquote></p><p> Costco reported slightly better than forecast earnings for the fiscal fourth quarter that ended August 29. Its shares were narrowly higher in pre-market trading Friday on the report, and are up 20% so far this year.</p><p><blockquote>Costco 公布的截至 8 月 29 日的第四财季收益略好于预期。该报告发布后，其股价在周五盘前交易中小幅上涨，今年迄今已上涨 20%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://edition.cnn.com/2021/09/24/business/costco-toilet-paper-limits/index.html\">CNN</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COST":"好市多"},"source_url":"https://edition.cnn.com/2021/09/24/business/costco-toilet-paper-limits/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155969586","content_text":"New York (CNN Business)Costco is once again placing limits on purchases of toilet paper, paper towels and cleaning supplies.\nThe Delta variant continues to spread across the globe, sending demand for those items higher. But that's not the only reason why Costco is limiting purchases. The warehouse store is also having trouble finding trucks, drivers and shipping containers to get the items to its stores.\n\"The factors pressuring supply chains and inflation include port delays, container shortages, Covid disruptions, shortages on various components, raw materials and ingredients, labor cost pressures and truck and driver shortages,\" said Costco CFO Richard Galanti, speaking to investors after reporting quarterly results Thursday evening. \"Various major brands are requesting longer lead times, and in some cases, difficulty in finding drivers and trucks on short notice.\"\nLast year, Costco and other retailers were having trouble keeping those products on their shelves because of panic buying by customers worried that they wouldn't be able to purchase them in the future. Manufacturers were also unable to keep up with the surge in demand.\nAlthough the increase in Covid cases may be causing an increase in demand for some items, Galanti's comments focused more on issues getting the products to the stores. He said the problems with the company's supply chain is causing it to order items earlier than it might otherwise.\nBut whether panic buying is causing the shortages now, a policy like Costco's limiting sales could prompt a run on those very items by shoppers said Steven Taylor, a professor in the University of British Columbia's Psychiatry Department.\n\"Over the past two years people have become conditioned to respond with panic buying whenever they learn of some impending lockdown or shortage,\" he said. \"And so far, efforts by community leaders have been ineffective in controlling episodes of panic buying. Our leaders typically say something like 'Don't panic! There is enough toilet paper!' This message backfires because it pairs, in the minds of shoppers, toilet paper and panic.\"\nThis, he said, is known as the \"innuendo effect\" in social psychology. While limits on purchases could prevent some shortages, they often stoke fears on the part of shoppers.\n\"Even with the imposed limits on purchasing, we are likely to see a resurgence of panic buying, especially now that shoppers have become aware that current shortages may be due to bottlenecks in the supply chain,\" Taylor added.\nNike is scrambling to fix supply chain problems as holiday shopping looms\nNike is scrambling to fix supply chain problems as holiday shopping looms\nRather than just pay to move containers of freight from Asia to North America, Costco has chartered three container ships, with each ship able to carry 800 to 1,000 containers at a time. Costco anticipates it can make 10 cross-Pacific trips a year with the ships.\nShipping costs are making some items more expensive, adding to other inflationary pressures.\n\"Price increases of pulp and paper goods, some items [are] up 4% to 8%,\" said Galanti, the Costco CFO. Plastic items, such as trash bags, Ziploc bags, disposable cups and plates are up in the 5% to 11% range. Non-durable metal items, such as aluminum foil and beverage cans are up in the mid-single-digit range.\nCostco reported slightly better than forecast earnings for the fiscal fourth quarter that ended August 29. Its shares were narrowly higher in pre-market trading Friday on the report, and are up 20% so far this 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"images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/837723098","repostId":"1115773122","repostType":4,"repost":{"id":"1115773122","kind":"news","pubTimestamp":1629904800,"share":"https://www.laohunote.com/m/news/1115773122?lang=zh_CN&edition=full","pubTime":"2021-08-25 23:20","market":"us","language":"en","title":"Peloton Earnings: 2 Tough Questions Analysts Should Ask Management on Thursday<blockquote>Peloton 收益：分析师周四应该向管理层提出 2 个棘手的问题</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1115773122","media":"Motley Fool","summary":"It would be helpful for investors to know how many of the connected-fitness leader's subscribers paused their subscriptions in the quarter, and to know more about a complaint alleging the company improperly collected some sales taxes.","content":"<p><b>Peloton Interactive</b>(NASDAQ:PTON)&nbsp;is slated to report its results for the fourth quarter and full year of fiscal 2021 (which ended on June 30) after the market close on Thursday, Aug. 26. A conference call with analysts is scheduled for the same day at 5 p.m. EDT.</p><p><blockquote><b>Peloton互动</b>（纳斯达克股票代码：PTON）定于 8 月 26 日星期四收盘后公布 2021 财年第四季度和全年（截至 6 月 30 日）业绩。与分析师的电话会议定于美国东部时间当天下午 5 点举行。</blockquote></p><p> As I wrote in my&nbsp;earnings preview:\"Many investors will probably be approaching the report from the leader in connected home exercise with a fair dose of caution. The company faced some headwinds in the quarter, primarily related to its treadmill safety issues and recalls, and its lapping of a year-ago quarter that got a big boost from the pandemic.\"</p><p><blockquote>正如我在收益预览中所写：“许多投资者可能会对这家互联家庭锻炼领域领导者的报告持相当谨慎的态度。该公司在本季度面临一些阻力，主要与其跑步机安全问题和召回有关，以及去年同期的业绩受到大流行的极大推动。”</blockquote></p><p> Wall Street is expecting quarterly revenue to grow a robust 52% year over year (and 41% organically) to $921.7 million. Analysts are also projecting an adjusted loss of $0.44 per share, compared to adjusted earnings per share of $0.27 in the year-ago period.</p><p><blockquote>华尔街预计季度收入将同比强劲增长 52%（有机增长 41%），达到 9.217 亿美元。分析师还预计调整后每股亏损为 0.44 美元，而去年同期调整后每股收益为 0.27 美元。</blockquote></p><p> There are two topics that it would be helpful for investors to know more about, but it seems doubtful that any analyst will broach them on the earnings call.</p><p><blockquote>有两个话题对投资者有更多了解会有所帮助，但似乎没有分析师会在盈利看涨期权上提及它们。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b7b5d75ca75f96347e275ddba3976bd\" tg-width=\"2000\" tg-height=\"1580\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>1. How many subscribers paused their subscription in the quarter?</b></p><p><blockquote><b>1.本季度有多少订户暂停订阅？</b></blockquote></p><p> First, let's give credit where credit is due: Peloton provides a solid number of statistics regarding its subscribers and their use of the company's streamed content.</p><p><blockquote>首先，让我们在该表扬的地方给予表扬：Peloton提供了大量关于其订户及其使用公司流媒体内容的统计数据。</blockquote></p><p> It does a better job in this respect than, say, personalized online apparel retailer&nbsp;<b>Stitch Fix</b>. While the two companies operate in different industries within the&nbsp;consumer discretionary products&nbsp;sector, they both have a subscription-based business model. I've opined that Stitch Fix should provide a couple more key metrics, most notably a customer retention measure.</p><p><blockquote>在这方面，它比个性化在线服装零售商做得更好<b>缝线固定</b>虽然两家公司在非必需消费品行业的不同行业运营，但它们都有基于订阅的商业模式。我认为Stitch Fix应该提供更多的关键指标，最值得注意的是客户保留率。</blockquote></p><p> That said, what I'd like to know (and I'm sure there are investors who would, too) is what percentage of Peloton's total connected-fitness subscribers paused their subscription at some point during the quarter? How long, on average, did they pause their subscriptions? And how do these numbers stack up to the same metrics in the year-ago period and last quarter?</p><p><blockquote>也就是说，我想知道的是（我相信也有投资者想知道）Peloton 的互联健身订户总数中有多少百分比在本季度的某个时候暂停了订阅？他们平均暂停订阅多长时间？这些数字与去年同期和上一季度的相同指标相比如何？</blockquote></p><p> In its quarterly reports, Peloton provides its number of connected-fitness subscriptions and average monthly churn. However, these numbers don't take into account the users (or members, as Peloton calls them) who have paused their subscriptions. Members can pause their subscription for up to three months at a time.</p><p><blockquote>在其季度报告中，Peloton提供了其连接健身订阅数量和平均每月流失率。然而，这些数字并没有考虑到暂停订阅的用户（或成员，如Peloton评级他们）。会员一次最多可以暂停三个月的订阅。</blockquote></p><p> In other words, the number of connected-fitness subscribers that Peloton provides is almost surely overstating to some unknown degree the number of subscribers who are currently<i>paying</i>subscribers. In turn, this would likely understate the average monthly churn number for&nbsp;<i>paying</i>&nbsp;subscribers.</p><p><blockquote>换句话说，Peloton提供的连接健身用户数量几乎肯定在某种程度上夸大了当前的用户数量<i>付款</i>订户。反过来，这可能会低估每月的平均流失率<i>付款</i>订户。</blockquote></p><p> To be clear: Peloton isn't doing anything wrong here. It makes sense to allow members to pause their subscriptions for a brief period while it still considers them subscribers because things come up: surgery, vacations, and so forth. But it would be helpful for investors to get some quantification around this pause option. How pause-related metrics are trending over time would probably be telling.</p><p><blockquote>需要明确的是：Peloton 在这里没有做错任何事。允许会员在短时间内暂停他们的订阅是有意义的，同时它仍然认为他们是订阅者，因为事情会发生：手术、假期等等。但对于投资者来说，围绕这个暂停选项进行一些量化会很有帮助。随着时间的推移，与暂停相关的指标的趋势可能很能说明问题。</blockquote></p><p> <b>2. What's your response to the allegation that the company improperly charged sales tax in three states?</b></p><p><blockquote><b>2. 对于公司在三个州不当收取销售税的指控，您有何回应？</b></blockquote></p><p> If an analyst asks the above question, management will probably say something like, \"We don't comment on pending litigation.\" This is the standard response by companies to such questions.</p><p><blockquote>如果分析师提出上述问题，管理层可能会说，“我们不对未决诉讼发表评论。”这是企业对这类问题的标准回答。</blockquote></p><p> But I think it would behoove Peloton to somehow address this topic because there's been a good amount of chatter about it in 2021 on sites such as Reddit. Consumer goods companies cannot afford to have disgruntled customers, as word of mouth is crucial for them. That's even more true in this age of social media.</p><p><blockquote>但我认为Peloton应该以某种方式解决这个话题，因为2021年在Reddit等网站上有很多关于它的讨论。消费品公司承受不起不满的顾客，因为口碑对他们来说至关重要。在这个社交媒体时代更是如此。</blockquote></p><p> Reuters' synopsis of the issue:</p><p><blockquote>路透社对该问题的概要：</blockquote></p><p></p><p>   Peloton Interactive Inc subscribers have filed a proposed class action lawsuit accusing the maker of at-home stationary bicycles of improperly charging sales tax on memberships in New York, Virginia and Massachusetts.In a complaint filed on Thursday night [Aug. 12] in federal court in Manhattan, Brandon Skillern and Ryan Corken said Peloton should have treated its $39-a-month \"All Access\" and $12.99-a-month digital memberships as tax-exempt \"digital goods\" in the three states.&nbsp;They said Peloton has refused to reimburse them for the 6.3% or 8.9% \"sales tax\" it had collected before Jan. 1, when it changed its taxation practices. Millions of dollars nationwide may have been collected improperly, they said.  According to&nbsp;<b>Avalara</b>, a provider of transaction tax compliance solutions, as of December 2020, there were 17 U.S. states that \"generally exempt digital goods and services\" from sales tax, though some states had some specific exceptions to their overall policy. (Moreover, some cities also have a sales tax.) That said, these 17 states include the three states that were named in the Peloton complaint.</p><p><blockquote>Peloton Interactive Inc 订户提起集体诉讼，指控这家家用固定自行车制造商对纽约、弗吉尼亚和马萨诸塞州的会员不当收取销售税。在周四晚（8月12日）向曼哈顿联邦法院提交的一份诉状中，Brandon Skillern和Ryan Corken表示，Peloton应该在这三个州将其每月39美元的“所有访问”和每月12.99美元的数字会员资格视为免税的“数字商品”。他们说，Peloton拒绝退还他们在1月1日改变税收做法之前征收的6.3%或8.9%的“销售税”。他们说，全国范围内可能有数百万美元被不当征收。根据<b>阿瓦拉拉</b>交易税合规解决方案提供商，截至2020年12月，美国有17个州“普遍免除”数字商品和服务的销售税，尽管一些州对其整体政策有一些具体的例外情况。（此外，一些城市还有销售税。）也就是说，这17个州包括了Peloton投诉中提到的三个州。</blockquote></p><p> <b>The Tread will be back on the market soon</b></p><p><blockquote><b>胎面很快就会重新上市</b></blockquote></p><p> Since my earnings preview was published, Peloton has shared some good news: On Tuesday, it announced that its new Peloton Tread will be available inthe U.S.,Canada, and the&nbsp;U.K.&nbsp;Aug. 30, and inGermanyin the fall.</p><p><blockquote>自从我的收益预览发布以来，Peloton 分享了一些好消息：周二，它宣布其新款 Peloton Tread 将于 8 月在美国、加拿大和英国上市。30，以及秋天的英格曼。</blockquote></p><p> The Tread is the lower priced of the two treadmill models that Peloton recalled and paused selling in May. The company had some reports of its touchscreen loosening and, in some cases, detaching and falling. The new version of the Tread has upgraded safety features.</p><p><blockquote>该胎面是Peloton在5月份召回并暂停销售的两款跑步机型号中价格较低的。该公司收到了一些关于其触摸屏松动的报告，在某些情况下，还会脱落和掉落。新版本的胎面升级了安全功能。</blockquote></p><p> Peloton's Tuesday announcement didn't mention the status of the Tread+, the higher-end model that was linked to the death of one young child and dozens of reported injuries.</p><p><blockquote>Peloton 周二的公告没有提及 Tread+ 的状况，这款高端车型与一名幼童的死亡和数十起受伤有关。</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>Peloton Earnings: 2 Tough Questions Analysts Should Ask Management on Thursday<blockquote>Peloton 收益：分析师周四应该向管理层提出 2 个棘手的问题</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\">\nPeloton Earnings: 2 Tough Questions Analysts Should Ask Management on Thursday<blockquote>Peloton 收益：分析师周四应该向管理层提出 2 个棘手的问题</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\">2021-08-25 23:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Peloton Interactive</b>(NASDAQ:PTON)&nbsp;is slated to report its results for the fourth quarter and full year of fiscal 2021 (which ended on June 30) after the market close on Thursday, Aug. 26. A conference call with analysts is scheduled for the same day at 5 p.m. EDT.</p><p><blockquote><b>Peloton互动</b>（纳斯达克股票代码：PTON）定于 8 月 26 日星期四收盘后公布 2021 财年第四季度和全年（截至 6 月 30 日）业绩。与分析师的电话会议定于美国东部时间当天下午 5 点举行。</blockquote></p><p> As I wrote in my&nbsp;earnings preview:\"Many investors will probably be approaching the report from the leader in connected home exercise with a fair dose of caution. The company faced some headwinds in the quarter, primarily related to its treadmill safety issues and recalls, and its lapping of a year-ago quarter that got a big boost from the pandemic.\"</p><p><blockquote>正如我在收益预览中所写：“许多投资者可能会对这家互联家庭锻炼领域领导者的报告持相当谨慎的态度。该公司在本季度面临一些阻力，主要与其跑步机安全问题和召回有关，以及去年同期的业绩受到大流行的极大推动。”</blockquote></p><p> Wall Street is expecting quarterly revenue to grow a robust 52% year over year (and 41% organically) to $921.7 million. Analysts are also projecting an adjusted loss of $0.44 per share, compared to adjusted earnings per share of $0.27 in the year-ago period.</p><p><blockquote>华尔街预计季度收入将同比强劲增长 52%（有机增长 41%），达到 9.217 亿美元。分析师还预计调整后每股亏损为 0.44 美元，而去年同期调整后每股收益为 0.27 美元。</blockquote></p><p> There are two topics that it would be helpful for investors to know more about, but it seems doubtful that any analyst will broach them on the earnings call.</p><p><blockquote>有两个话题对投资者有更多了解会有所帮助，但似乎没有分析师会在盈利看涨期权上提及它们。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b7b5d75ca75f96347e275ddba3976bd\" tg-width=\"2000\" tg-height=\"1580\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>1. How many subscribers paused their subscription in the quarter?</b></p><p><blockquote><b>1.本季度有多少订户暂停订阅？</b></blockquote></p><p> First, let's give credit where credit is due: Peloton provides a solid number of statistics regarding its subscribers and their use of the company's streamed content.</p><p><blockquote>首先，让我们在该表扬的地方给予表扬：Peloton提供了大量关于其订户及其使用公司流媒体内容的统计数据。</blockquote></p><p> It does a better job in this respect than, say, personalized online apparel retailer&nbsp;<b>Stitch Fix</b>. While the two companies operate in different industries within the&nbsp;consumer discretionary products&nbsp;sector, they both have a subscription-based business model. I've opined that Stitch Fix should provide a couple more key metrics, most notably a customer retention measure.</p><p><blockquote>在这方面，它比个性化在线服装零售商做得更好<b>缝线固定</b>虽然两家公司在非必需消费品行业的不同行业运营，但它们都有基于订阅的商业模式。我认为Stitch Fix应该提供更多的关键指标，最值得注意的是客户保留率。</blockquote></p><p> That said, what I'd like to know (and I'm sure there are investors who would, too) is what percentage of Peloton's total connected-fitness subscribers paused their subscription at some point during the quarter? How long, on average, did they pause their subscriptions? And how do these numbers stack up to the same metrics in the year-ago period and last quarter?</p><p><blockquote>也就是说，我想知道的是（我相信也有投资者想知道）Peloton 的互联健身订户总数中有多少百分比在本季度的某个时候暂停了订阅？他们平均暂停订阅多长时间？这些数字与去年同期和上一季度的相同指标相比如何？</blockquote></p><p> In its quarterly reports, Peloton provides its number of connected-fitness subscriptions and average monthly churn. However, these numbers don't take into account the users (or members, as Peloton calls them) who have paused their subscriptions. Members can pause their subscription for up to three months at a time.</p><p><blockquote>在其季度报告中，Peloton提供了其连接健身订阅数量和平均每月流失率。然而，这些数字并没有考虑到暂停订阅的用户（或成员，如Peloton评级他们）。会员一次最多可以暂停三个月的订阅。</blockquote></p><p> In other words, the number of connected-fitness subscribers that Peloton provides is almost surely overstating to some unknown degree the number of subscribers who are currently<i>paying</i>subscribers. In turn, this would likely understate the average monthly churn number for&nbsp;<i>paying</i>&nbsp;subscribers.</p><p><blockquote>换句话说，Peloton提供的连接健身用户数量几乎肯定在某种程度上夸大了当前的用户数量<i>付款</i>订户。反过来，这可能会低估每月的平均流失率<i>付款</i>订户。</blockquote></p><p> To be clear: Peloton isn't doing anything wrong here. It makes sense to allow members to pause their subscriptions for a brief period while it still considers them subscribers because things come up: surgery, vacations, and so forth. But it would be helpful for investors to get some quantification around this pause option. How pause-related metrics are trending over time would probably be telling.</p><p><blockquote>需要明确的是：Peloton 在这里没有做错任何事。允许会员在短时间内暂停他们的订阅是有意义的，同时它仍然认为他们是订阅者，因为事情会发生：手术、假期等等。但对于投资者来说，围绕这个暂停选项进行一些量化会很有帮助。随着时间的推移，与暂停相关的指标的趋势可能很能说明问题。</blockquote></p><p> <b>2. What's your response to the allegation that the company improperly charged sales tax in three states?</b></p><p><blockquote><b>2. 对于公司在三个州不当收取销售税的指控，您有何回应？</b></blockquote></p><p> If an analyst asks the above question, management will probably say something like, \"We don't comment on pending litigation.\" This is the standard response by companies to such questions.</p><p><blockquote>如果分析师提出上述问题，管理层可能会说，“我们不对未决诉讼发表评论。”这是企业对这类问题的标准回答。</blockquote></p><p> But I think it would behoove Peloton to somehow address this topic because there's been a good amount of chatter about it in 2021 on sites such as Reddit. Consumer goods companies cannot afford to have disgruntled customers, as word of mouth is crucial for them. That's even more true in this age of social media.</p><p><blockquote>但我认为Peloton应该以某种方式解决这个话题，因为2021年在Reddit等网站上有很多关于它的讨论。消费品公司承受不起不满的顾客，因为口碑对他们来说至关重要。在这个社交媒体时代更是如此。</blockquote></p><p> Reuters' synopsis of the issue:</p><p><blockquote>路透社对该问题的概要：</blockquote></p><p></p><p>   Peloton Interactive Inc subscribers have filed a proposed class action lawsuit accusing the maker of at-home stationary bicycles of improperly charging sales tax on memberships in New York, Virginia and Massachusetts.In a complaint filed on Thursday night [Aug. 12] in federal court in Manhattan, Brandon Skillern and Ryan Corken said Peloton should have treated its $39-a-month \"All Access\" and $12.99-a-month digital memberships as tax-exempt \"digital goods\" in the three states.&nbsp;They said Peloton has refused to reimburse them for the 6.3% or 8.9% \"sales tax\" it had collected before Jan. 1, when it changed its taxation practices. Millions of dollars nationwide may have been collected improperly, they said.  According to&nbsp;<b>Avalara</b>, a provider of transaction tax compliance solutions, as of December 2020, there were 17 U.S. states that \"generally exempt digital goods and services\" from sales tax, though some states had some specific exceptions to their overall policy. (Moreover, some cities also have a sales tax.) That said, these 17 states include the three states that were named in the Peloton complaint.</p><p><blockquote>Peloton Interactive Inc 订户提起集体诉讼，指控这家家用固定自行车制造商对纽约、弗吉尼亚和马萨诸塞州的会员不当收取销售税。在周四晚（8月12日）向曼哈顿联邦法院提交的一份诉状中，Brandon Skillern和Ryan Corken表示，Peloton应该在这三个州将其每月39美元的“所有访问”和每月12.99美元的数字会员资格视为免税的“数字商品”。他们说，Peloton拒绝退还他们在1月1日改变税收做法之前征收的6.3%或8.9%的“销售税”。他们说，全国范围内可能有数百万美元被不当征收。根据<b>阿瓦拉拉</b>交易税合规解决方案提供商，截至2020年12月，美国有17个州“普遍免除”数字商品和服务的销售税，尽管一些州对其整体政策有一些具体的例外情况。（此外，一些城市还有销售税。）也就是说，这17个州包括了Peloton投诉中提到的三个州。</blockquote></p><p> <b>The Tread will be back on the market soon</b></p><p><blockquote><b>胎面很快就会重新上市</b></blockquote></p><p> Since my earnings preview was published, Peloton has shared some good news: On Tuesday, it announced that its new Peloton Tread will be available inthe U.S.,Canada, and the&nbsp;U.K.&nbsp;Aug. 30, and inGermanyin the fall.</p><p><blockquote>自从我的收益预览发布以来，Peloton 分享了一些好消息：周二，它宣布其新款 Peloton Tread 将于 8 月在美国、加拿大和英国上市。30，以及秋天的英格曼。</blockquote></p><p> The Tread is the lower priced of the two treadmill models that Peloton recalled and paused selling in May. The company had some reports of its touchscreen loosening and, in some cases, detaching and falling. The new version of the Tread has upgraded safety features.</p><p><blockquote>该胎面是Peloton在5月份召回并暂停销售的两款跑步机型号中价格较低的。该公司收到了一些关于其触摸屏松动的报告，在某些情况下，还会脱落和掉落。新版本的胎面升级了安全功能。</blockquote></p><p> Peloton's Tuesday announcement didn't mention the status of the Tread+, the higher-end model that was linked to the death of one young child and dozens of reported injuries.</p><p><blockquote>Peloton 周二的公告没有提及 Tread+ 的状况，这款高端车型与一名幼童的死亡和数十起受伤有关。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/08/25/peloton-earnings-2-tough-questions-analysts-should/\">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":{"PTON":"Peloton Interactive, Inc."},"source_url":"https://www.fool.com/investing/2021/08/25/peloton-earnings-2-tough-questions-analysts-should/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115773122","content_text":"Peloton Interactive(NASDAQ:PTON) is slated to report its results for the fourth quarter and full year of fiscal 2021 (which ended on June 30) after the market close on Thursday, Aug. 26. A conference call with analysts is scheduled for the same day at 5 p.m. EDT.\nAs I wrote in my earnings preview:\"Many investors will probably be approaching the report from the leader in connected home exercise with a fair dose of caution. The company faced some headwinds in the quarter, primarily related to its treadmill safety issues and recalls, and its lapping of a year-ago quarter that got a big boost from the pandemic.\"\nWall Street is expecting quarterly revenue to grow a robust 52% year over year (and 41% organically) to $921.7 million. Analysts are also projecting an adjusted loss of $0.44 per share, compared to adjusted earnings per share of $0.27 in the year-ago period.\nThere are two topics that it would be helpful for investors to know more about, but it seems doubtful that any analyst will broach them on the earnings call.\nIMAGE SOURCE: GETTY IMAGES.\n1. How many subscribers paused their subscription in the quarter?\nFirst, let's give credit where credit is due: Peloton provides a solid number of statistics regarding its subscribers and their use of the company's streamed content.\nIt does a better job in this respect than, say, personalized online apparel retailer Stitch Fix. While the two companies operate in different industries within the consumer discretionary products sector, they both have a subscription-based business model. I've opined that Stitch Fix should provide a couple more key metrics, most notably a customer retention measure.\nThat said, what I'd like to know (and I'm sure there are investors who would, too) is what percentage of Peloton's total connected-fitness subscribers paused their subscription at some point during the quarter? How long, on average, did they pause their subscriptions? And how do these numbers stack up to the same metrics in the year-ago period and last quarter?\nIn its quarterly reports, Peloton provides its number of connected-fitness subscriptions and average monthly churn. However, these numbers don't take into account the users (or members, as Peloton calls them) who have paused their subscriptions. Members can pause their subscription for up to three months at a time.\nIn other words, the number of connected-fitness subscribers that Peloton provides is almost surely overstating to some unknown degree the number of subscribers who are currentlypayingsubscribers. In turn, this would likely understate the average monthly churn number for paying subscribers.\nTo be clear: Peloton isn't doing anything wrong here. It makes sense to allow members to pause their subscriptions for a brief period while it still considers them subscribers because things come up: surgery, vacations, and so forth. But it would be helpful for investors to get some quantification around this pause option. How pause-related metrics are trending over time would probably be telling.\n2. What's your response to the allegation that the company improperly charged sales tax in three states?\nIf an analyst asks the above question, management will probably say something like, \"We don't comment on pending litigation.\" This is the standard response by companies to such questions.\nBut I think it would behoove Peloton to somehow address this topic because there's been a good amount of chatter about it in 2021 on sites such as Reddit. Consumer goods companies cannot afford to have disgruntled customers, as word of mouth is crucial for them. That's even more true in this age of social media.\nReuters' synopsis of the issue:\n\n Peloton Interactive Inc subscribers have filed a proposed class action lawsuit accusing the maker of at-home stationary bicycles of improperly charging sales tax on memberships in New York, Virginia and Massachusetts.In a complaint filed on Thursday night [Aug. 12] in federal court in Manhattan, Brandon Skillern and Ryan Corken said Peloton should have treated its $39-a-month \"All Access\" and $12.99-a-month digital memberships as tax-exempt \"digital goods\" in the three states. They said Peloton has refused to reimburse them for the 6.3% or 8.9% \"sales tax\" it had collected before Jan. 1, when it changed its taxation practices. Millions of dollars nationwide may have been collected improperly, they said.\n\nAccording to Avalara, a provider of transaction tax compliance solutions, as of December 2020, there were 17 U.S. states that \"generally exempt digital goods and services\" from sales tax, though some states had some specific exceptions to their overall policy. (Moreover, some cities also have a sales tax.) That said, these 17 states include the three states that were named in the Peloton complaint.\nThe Tread will be back on the market soon\nSince my earnings preview was published, Peloton has shared some good news: On Tuesday, it announced that its new Peloton Tread will be available inthe U.S.,Canada, and the U.K. Aug. 30, and inGermanyin the fall.\nThe Tread is the lower priced of the two treadmill models that Peloton recalled and paused selling in May. The company had some reports of its touchscreen loosening and, in some cases, detaching and falling. The new version of the Tread has upgraded safety features.\nPeloton's Tuesday announcement didn't mention the status of the Tread+, the higher-end model that was linked to the death of one young child and dozens of reported injuries.","news_type":1,"symbols_score_info":{"PTON":0.9}},"isVote":1,"tweetType":1,"viewCount":869,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834724782,"gmtCreate":1629843318346,"gmtModify":1631891622399,"author":{"id":"3586834968608355","authorId":"3586834968608355","name":"Andrewkang","avatar":"https://static.tigerbbs.com/c156835bf3f5665f5509ad93d83d1df2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586834968608355","authorIdStr":"3586834968608355"},"themes":[],"title":"","htmlText":"h","listText":"h","text":"h","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/834724782","repostId":"2161894088","repostType":4,"isVote":1,"tweetType":1,"viewCount":894,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835753301,"gmtCreate":1629757883803,"gmtModify":1631891622409,"author":{"id":"3586834968608355","authorId":"3586834968608355","name":"Andrewkang","avatar":"https://static.tigerbbs.com/c156835bf3f5665f5509ad93d83d1df2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586834968608355","authorIdStr":"3586834968608355"},"themes":[],"title":"","htmlText":"u","listText":"u","text":"u","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/835753301","repostId":"1179203616","repostType":4,"repost":{"id":"1179203616","kind":"news","pubTimestamp":1629732335,"share":"https://www.laohunote.com/m/news/1179203616?lang=zh_CN&edition=full","pubTime":"2021-08-23 23:25","market":"us","language":"en","title":"Palantir Is an Enigma. The Opportunity in Its Stock Is Far More Clear.<blockquote>Palantir是一个谜。其股票的机会要明显得多。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1179203616","media":"Barrons","summary":"Palantir Technologies is one of the world’s quirkiest tech companies, and last week the story got we","content":"<p>Palantir Technologies is one of the world’s quirkiest tech companies, and last week the story got weirder than ever. But beneath the surface, there’s an oddly compelling case for the business and the stock.</p><p><blockquote>Palantir Technologies 是世界上最古怪的科技公司之一，上周的故事变得比以往任何时候都更加离奇。但在表面之下，企业和股票都有一个奇怪而令人信服的理由。</blockquote></p><p> Palantir (ticker: PLTR) provides data analytics software to both commercial and government clients. The 18-year-old company has two primary platforms—Gotham, for government applications, and Foundry, for commercial customers. Palantir has a long history of serving U.S. military and intelligence agencies, but lately it’s&nbsp;been building out its sales team to bulk up its commercial business. That plan seems to be getting traction.</p><p><blockquote>Palantir（股票代码：PLTR）为商业和政府客户提供数据分析软件。这家拥有 18 年历史的公司有两个主要平台——面向政府应用的 Gotham 和面向商业客户的 Foundry。Palantir 长期以来一直为美国军方和情报机构服务，但最近它一直在组建销售团队，以扩大其商业业务。这个计划似乎越来越受欢迎。</blockquote></p><p> Palantir went public in a direct listing last September, with the stock&nbsp;opening at $10. It’s since taken shareholders on a wild ride, trading as high as $45 earlier this year. It’s now around $25, still up 150% from listing day.</p><p><blockquote>Palantir 去年 9 月直接上市，股价开盘价为 10 美元。此后，股东们一路狂奔，今年早些时候的交易价格一度高达 45 美元。现在的价格约为 25 美元，比上市当天仍上涨了 150%。</blockquote></p><p> In its&nbsp;recently reported June quarter, Palantir posted revenue of $376 million, up 49% from the year-earlier level. The company got a big boost from its U.S. commercial business, which grew 90%. Palantir sees September quarter revenue inching up to $385 million, and it continues to forecast annual top-line growth of 30%-plus through 2025.</p><p><blockquote>在最近公布的 6 月份季度中，Palantir 的收入为 3.76 亿美元，比去年同期增长 49%。该公司的美国商业业务增长了 90%，极大地推动了该公司的发展。Palantir 预计 9 月份季度收入将小幅升至 3.85 亿美元，并继续预测到 2025 年年营收增长将达到 30% 以上。</blockquote></p><p> But the core story gets lost in the noise—Palantir seems to thrive on controversy. Almost everything it does is outside the box. Before last year’s stock listing, Palantir quietly moved its headquarters to Denver from Palo Alto. The reasoning boils down to politics.</p><p><blockquote>但核心故事在噪音中消失了——Palantir 似乎在争议中茁壮成长。它做的几乎一切都是打破常规的。在去年上市之前，Palantir 悄然将总部从帕洛阿尔托迁至丹佛。原因可以归结为政治。</blockquote></p><p> “When we started the company in 2004, the idea was to bring world-class software to our intelligence and military communities,” Palantir CEO Alex Karp&nbsp;told me in a June interview. “Numerous companies in Silicon Valley have refused either overtly, tacitly, or by dragging their feet, to work with the U.S. government. … I believe in general there’s a choice to be made in the world, and America has serious, rigorous, intelligent, and sometimes ruthless adversaries.”</p><p><blockquote>“Palantir 首席执行官亚历克斯-卡普（Alex Karp）在 6 月份的一次采访中告诉我：”我们在 2004 年创办公司时，我们的想法是为我们的情报和军事界带来世界一流的软件。“硅谷的许多公司要么公开、要么心照不宣，要么拖拖拉拉地拒绝与美国政府合作。.我相信，世界上总的来说是有选择的，美国有严肃、严谨、聪明，有时甚至是无情的对手”。</blockquote></p><p> Palantir has also been doing unusual things with the $2.4 billion in cash on its balance sheet. The company is&nbsp;aggressively investing in PIPEs, or private investments in public equities, which are used in almost every SPAC merger to increase the capital raised. Palantir has&nbsp;committed $310 million across more than a dozen SPACs, or special purpose acquisition companies, according to its latest SEC filing. It’s completed $33 million of equity investments across three other companies.</p><p><blockquote>Palantir 还利用其资产负债表上的 24 亿美元现金做了一些不寻常的事情。该公司正在积极投资管道，即公共股权的私人投资，几乎每一次特殊目的收购公司合并都使用管道来增加筹集的资本。根据最新提交给 SEC 的文件，Palantir 已承诺向十几家 SPAC（特殊目的收购公司）投资 3.1 亿美元。该公司已完成对其他三家公司 3300 万美元的股权投资。</blockquote></p><p> The most recent tranche includes $20 million for Fast Radius, which offers a “cloud manufacturing platform;” $15 million for Tritium, a developer of electric vehicle chargers; $15 million for AdTheorent, which sells advertising software driven by machine learning; and $10 million for FinAccel, an Asian financial-services company.</p><p><blockquote>最近一笔款项包括向 Fast Radius 提供 2000 万美元，该公司提供 “云制造平台”；1500万美元收购电动汽车充电器开发商Tritium；1500万美元收购AdTheorent，该公司销售由机器学习驱动的广告软件；以及亚洲金融服务公司 FinAccel 的 1000 万美元。</blockquote></p><p> All the targets have signed up to be Palantir customers. As of June 30, Palantir said it had commercial contracts with its SPAC portfolio companies with a potential value of $428 million; the revenue contribution in the latest quarter was just $3 million, or less than 1% of the total.</p><p><blockquote>所有目标都已注册成为Palantir客户。截至 6 月 30 日，Palantir 表示，其与其 SPAC 投资组合公司签订了潜在价值 4.28 亿美元的商业合同；最近一个季度的收入贡献仅为300万美元，不到总额的1%。</blockquote></p><p> SPACs are a highly speculative place for a public company to be parking its cash. But I’d argue that Palantir’s decision to provide capital to new customers isn’t so different from offering vendor debt financing for hardware purchases—as&nbsp;IBM(IBM) and HP Enterprise (HPE) do—or from running robust venture capital programs, as do&nbsp;Intel(INTC) and&nbsp;Salesforce.com(CRM).</p><p><blockquote>SPAC 是上市公司存放现金的高度投机性的地方。但我认为，Palantir 向新客户提供资本的决定与为硬件采购提供供应商债务融资（如 IBM（IBM）和惠普企业（HPE）所做的那样）或运行稳健的风险投资计划（如英特尔（INTC）和 Salesforce.com（CRM）所做的那样）并没有太大区别。</blockquote></p><p> Even so, it makes some analysts squeamish. “While we don’t oppose thinking outside the box, we think the strategy may have been taken too far, particularly with software contracts that appear to be negotiated alongside an investment by Palantir in the same customer,” Citi’s Tyler Radke wrote in a recent research note.</p><p><blockquote>即便如此，这也让一些分析师感到不安。“花旗银行的泰勒-拉德克（Tyler Radke）在最近的一份研究报告中写道：”虽然我们不反对跳出框框思考，但我们认为这种策略可能走得太远了，尤其是软件合同似乎是在 Palantir 对同一客户的投资同时谈判的。</blockquote></p><p> The outside-the-box strategy goes beyond SPACs. This past week, Palantir disclosed that it had purchased $50.7 million worth of 100-ounce gold bars—a pretty strange move, even for Palantir. I ran a text search in the SEC’s database looking for references to gold bars, and found only references to other gold companies. The move makes&nbsp;Tesla’s(TSLA) Bitcoin purchases seem mundane.</p><p><blockquote>开箱即用的策略超越了 SPAC。上周，Palantir 披露其购买了价值 5070 万美元的 100 盎司金条——即使对 Palantir 来说，这也是一个相当奇怪的举动。我在美国证券交易委员会的数据库中进行了文本搜索，寻找金条的参考资料，结果只找到了其他黄金公司的参考资料。此举让特斯拉（TSLA）在比特币的收购显得平淡无奇。</blockquote></p><p> The fact that Palantir decided to buy physical gold, rather than, say, the&nbsp;SPDR Gold Shares&nbsp;ETF (GLD), makes it odder still. Palatnir ends up looking like the corporate equivalent of a doomsday prepper. I tried to follow-up with Karp to ask about the sudden interest in gold, but Palantir declined to make him available.</p><p><blockquote>Palantir 决定购买实物黄金，而不是 SPDR 黄金股票 ETF (GLD)，这一事实让事情变得更加奇怪。帕拉特尼尔最终看起来就像一个世界末日准备者的公司。我试图跟进卡普，询问他对黄金的突然兴趣，但帕兰蒂尔拒绝让他有空。</blockquote></p><p> One analyst who follows the company told me that the SPAC program and the foray into gold make Palantir a hard sell for institutional investors. You can see that in the shareholder base. Institutions hold only 25% of Palantir shares—compared with&nbsp;Oracle’s(ORCL) 46%,Snowflake’s(SNOW) 58%, and&nbsp;Microsoft’s(MSFT) 71%.</p><p><blockquote>一位关注该公司的分析师告诉我，SPAC 计划和进军黄金市场使得 Palantir 成为机构投资者难以出售的对象。你可以在股东基础中看到这一点。机构仅持有 Palantir 25% 的股份，而甲骨文 (ORCL) 持有 46%，雪花 (SNOW) 持有 58%，微软 (MSFT) 持有 71%。</blockquote></p><p></p><p> But the same analyst is still bullish on Palantir and says it offers “a very interesting set of solutions to buyers that require scale and sophistication.”</p><p><blockquote>但这位分析师仍然看好 Palantir，并称它为 “需要规模和成熟度的买家提供了一套非常有趣的解决方案”。</blockquote></p><p> Palantir has a fanatical following among individual investors, and the company is playing to its fans. During its June-quarter earnings call, Palantir took nine questions from retail investors and just four from analysts.</p><p><blockquote>Palantir 在个人投资者中拥有狂热的追随者，该公司正在迎合其粉丝。在 6 月份季度收益看涨期权上，Palantir 回答了散户投资者的 9 个问题，而分析师只回答了 4 个问题。</blockquote></p><p> On traditional metrics, Palantir isn’t cheap. The stock trades for 25 times estimated 2022 sales. But strip away the craziness, and Palantir looks like the single best bet on the future of complex data analytics. There aren’t many other ways for investors to play the opportunity—and the world isn’t getting any simpler or less dangerous.</p><p><blockquote>按照传统标准，Palantir 并不便宜。该股交易价格是 2022 年预计销售额的 25 倍。但抛开疯狂，Palantir 看起来像是复杂数据分析未来的最佳选择。对于投资者来说，没有太多其他方法可以利用这个机会--这个世界并没有变得更简单或更不危险。</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>Palantir Is an Enigma. The Opportunity in Its Stock Is Far More Clear.<blockquote>Palantir是一个谜。其股票的机会要明显得多。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Is an Enigma. The Opportunity in Its Stock Is Far More Clear.<blockquote>Palantir是一个谜。其股票的机会要明显得多。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-08-23 23:25</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Palantir Technologies is one of the world’s quirkiest tech companies, and last week the story got weirder than ever. But beneath the surface, there’s an oddly compelling case for the business and the stock.</p><p><blockquote>Palantir Technologies 是世界上最古怪的科技公司之一，上周的故事变得比以往任何时候都更加离奇。但在表面之下，企业和股票都有一个奇怪而令人信服的理由。</blockquote></p><p> Palantir (ticker: PLTR) provides data analytics software to both commercial and government clients. The 18-year-old company has two primary platforms—Gotham, for government applications, and Foundry, for commercial customers. Palantir has a long history of serving U.S. military and intelligence agencies, but lately it’s&nbsp;been building out its sales team to bulk up its commercial business. That plan seems to be getting traction.</p><p><blockquote>Palantir（股票代码：PLTR）为商业和政府客户提供数据分析软件。这家拥有 18 年历史的公司有两个主要平台——面向政府应用的 Gotham 和面向商业客户的 Foundry。Palantir 长期以来一直为美国军方和情报机构服务，但最近它一直在组建销售团队，以扩大其商业业务。这个计划似乎越来越受欢迎。</blockquote></p><p> Palantir went public in a direct listing last September, with the stock&nbsp;opening at $10. It’s since taken shareholders on a wild ride, trading as high as $45 earlier this year. It’s now around $25, still up 150% from listing day.</p><p><blockquote>Palantir 去年 9 月直接上市，股价开盘价为 10 美元。此后，股东们一路狂奔，今年早些时候的交易价格一度高达 45 美元。现在的价格约为 25 美元，比上市当天仍上涨了 150%。</blockquote></p><p> In its&nbsp;recently reported June quarter, Palantir posted revenue of $376 million, up 49% from the year-earlier level. The company got a big boost from its U.S. commercial business, which grew 90%. Palantir sees September quarter revenue inching up to $385 million, and it continues to forecast annual top-line growth of 30%-plus through 2025.</p><p><blockquote>在最近公布的 6 月份季度中，Palantir 的收入为 3.76 亿美元，比去年同期增长 49%。该公司的美国商业业务增长了 90%，极大地推动了该公司的发展。Palantir 预计 9 月份季度收入将小幅升至 3.85 亿美元，并继续预测到 2025 年年营收增长将达到 30% 以上。</blockquote></p><p> But the core story gets lost in the noise—Palantir seems to thrive on controversy. Almost everything it does is outside the box. Before last year’s stock listing, Palantir quietly moved its headquarters to Denver from Palo Alto. The reasoning boils down to politics.</p><p><blockquote>但核心故事在噪音中消失了——Palantir 似乎在争议中茁壮成长。它做的几乎一切都是打破常规的。在去年上市之前，Palantir 悄然将总部从帕洛阿尔托迁至丹佛。原因可以归结为政治。</blockquote></p><p> “When we started the company in 2004, the idea was to bring world-class software to our intelligence and military communities,” Palantir CEO Alex Karp&nbsp;told me in a June interview. “Numerous companies in Silicon Valley have refused either overtly, tacitly, or by dragging their feet, to work with the U.S. government. … I believe in general there’s a choice to be made in the world, and America has serious, rigorous, intelligent, and sometimes ruthless adversaries.”</p><p><blockquote>“Palantir 首席执行官亚历克斯-卡普（Alex Karp）在 6 月份的一次采访中告诉我：”我们在 2004 年创办公司时，我们的想法是为我们的情报和军事界带来世界一流的软件。“硅谷的许多公司要么公开、要么心照不宣，要么拖拖拉拉地拒绝与美国政府合作。.我相信，世界上总的来说是有选择的，美国有严肃、严谨、聪明，有时甚至是无情的对手”。</blockquote></p><p> Palantir has also been doing unusual things with the $2.4 billion in cash on its balance sheet. The company is&nbsp;aggressively investing in PIPEs, or private investments in public equities, which are used in almost every SPAC merger to increase the capital raised. Palantir has&nbsp;committed $310 million across more than a dozen SPACs, or special purpose acquisition companies, according to its latest SEC filing. It’s completed $33 million of equity investments across three other companies.</p><p><blockquote>Palantir 还利用其资产负债表上的 24 亿美元现金做了一些不寻常的事情。该公司正在积极投资管道，即公共股权的私人投资，几乎每一次特殊目的收购公司合并都使用管道来增加筹集的资本。根据最新提交给 SEC 的文件，Palantir 已承诺向十几家 SPAC（特殊目的收购公司）投资 3.1 亿美元。该公司已完成对其他三家公司 3300 万美元的股权投资。</blockquote></p><p> The most recent tranche includes $20 million for Fast Radius, which offers a “cloud manufacturing platform;” $15 million for Tritium, a developer of electric vehicle chargers; $15 million for AdTheorent, which sells advertising software driven by machine learning; and $10 million for FinAccel, an Asian financial-services company.</p><p><blockquote>最近一笔款项包括向 Fast Radius 提供 2000 万美元，该公司提供 “云制造平台”；1500万美元收购电动汽车充电器开发商Tritium；1500万美元收购AdTheorent，该公司销售由机器学习驱动的广告软件；以及亚洲金融服务公司 FinAccel 的 1000 万美元。</blockquote></p><p> All the targets have signed up to be Palantir customers. As of June 30, Palantir said it had commercial contracts with its SPAC portfolio companies with a potential value of $428 million; the revenue contribution in the latest quarter was just $3 million, or less than 1% of the total.</p><p><blockquote>所有目标都已注册成为Palantir客户。截至 6 月 30 日，Palantir 表示，其与其 SPAC 投资组合公司签订了潜在价值 4.28 亿美元的商业合同；最近一个季度的收入贡献仅为300万美元，不到总额的1%。</blockquote></p><p> SPACs are a highly speculative place for a public company to be parking its cash. But I’d argue that Palantir’s decision to provide capital to new customers isn’t so different from offering vendor debt financing for hardware purchases—as&nbsp;IBM(IBM) and HP Enterprise (HPE) do—or from running robust venture capital programs, as do&nbsp;Intel(INTC) and&nbsp;Salesforce.com(CRM).</p><p><blockquote>SPAC 是上市公司存放现金的高度投机性的地方。但我认为，Palantir 向新客户提供资本的决定与为硬件采购提供供应商债务融资（如 IBM（IBM）和惠普企业（HPE）所做的那样）或运行稳健的风险投资计划（如英特尔（INTC）和 Salesforce.com（CRM）所做的那样）并没有太大区别。</blockquote></p><p> Even so, it makes some analysts squeamish. “While we don’t oppose thinking outside the box, we think the strategy may have been taken too far, particularly with software contracts that appear to be negotiated alongside an investment by Palantir in the same customer,” Citi’s Tyler Radke wrote in a recent research note.</p><p><blockquote>即便如此，这也让一些分析师感到不安。“花旗银行的泰勒-拉德克（Tyler Radke）在最近的一份研究报告中写道：”虽然我们不反对跳出框框思考，但我们认为这种策略可能走得太远了，尤其是软件合同似乎是在 Palantir 对同一客户的投资同时谈判的。</blockquote></p><p> The outside-the-box strategy goes beyond SPACs. This past week, Palantir disclosed that it had purchased $50.7 million worth of 100-ounce gold bars—a pretty strange move, even for Palantir. I ran a text search in the SEC’s database looking for references to gold bars, and found only references to other gold companies. The move makes&nbsp;Tesla’s(TSLA) Bitcoin purchases seem mundane.</p><p><blockquote>开箱即用的策略超越了 SPAC。上周，Palantir 披露其购买了价值 5070 万美元的 100 盎司金条——即使对 Palantir 来说，这也是一个相当奇怪的举动。我在美国证券交易委员会的数据库中进行了文本搜索，寻找金条的参考资料，结果只找到了其他黄金公司的参考资料。此举让特斯拉（TSLA）在比特币的收购显得平淡无奇。</blockquote></p><p> The fact that Palantir decided to buy physical gold, rather than, say, the&nbsp;SPDR Gold Shares&nbsp;ETF (GLD), makes it odder still. Palatnir ends up looking like the corporate equivalent of a doomsday prepper. I tried to follow-up with Karp to ask about the sudden interest in gold, but Palantir declined to make him available.</p><p><blockquote>Palantir 决定购买实物黄金，而不是 SPDR 黄金股票 ETF (GLD)，这一事实让事情变得更加奇怪。帕拉特尼尔最终看起来就像一个世界末日准备者的公司。我试图跟进卡普，询问他对黄金的突然兴趣，但帕兰蒂尔拒绝让他有空。</blockquote></p><p> One analyst who follows the company told me that the SPAC program and the foray into gold make Palantir a hard sell for institutional investors. You can see that in the shareholder base. Institutions hold only 25% of Palantir shares—compared with&nbsp;Oracle’s(ORCL) 46%,Snowflake’s(SNOW) 58%, and&nbsp;Microsoft’s(MSFT) 71%.</p><p><blockquote>一位关注该公司的分析师告诉我，SPAC 计划和进军黄金市场使得 Palantir 成为机构投资者难以出售的对象。你可以在股东基础中看到这一点。机构仅持有 Palantir 25% 的股份，而甲骨文 (ORCL) 持有 46%，雪花 (SNOW) 持有 58%，微软 (MSFT) 持有 71%。</blockquote></p><p></p><p> But the same analyst is still bullish on Palantir and says it offers “a very interesting set of solutions to buyers that require scale and sophistication.”</p><p><blockquote>但这位分析师仍然看好 Palantir，并称它为 “需要规模和成熟度的买家提供了一套非常有趣的解决方案”。</blockquote></p><p> Palantir has a fanatical following among individual investors, and the company is playing to its fans. During its June-quarter earnings call, Palantir took nine questions from retail investors and just four from analysts.</p><p><blockquote>Palantir 在个人投资者中拥有狂热的追随者，该公司正在迎合其粉丝。在 6 月份季度收益看涨期权上，Palantir 回答了散户投资者的 9 个问题，而分析师只回答了 4 个问题。</blockquote></p><p> On traditional metrics, Palantir isn’t cheap. The stock trades for 25 times estimated 2022 sales. But strip away the craziness, and Palantir looks like the single best bet on the future of complex data analytics. There aren’t many other ways for investors to play the opportunity—and the world isn’t getting any simpler or less dangerous.</p><p><blockquote>按照传统标准，Palantir 并不便宜。该股交易价格是 2022 年预计销售额的 25 倍。但抛开疯狂，Palantir 看起来像是复杂数据分析未来的最佳选择。对于投资者来说，没有太多其他方法可以利用这个机会--这个世界并没有变得更简单或更不危险。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/palantir-stock-spacs-gold-51629497963?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":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://www.barrons.com/articles/palantir-stock-spacs-gold-51629497963?mod=hp_LEADSUPP_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179203616","content_text":"Palantir Technologies is one of the world’s quirkiest tech companies, and last week the story got weirder than ever. But beneath the surface, there’s an oddly compelling case for the business and the stock.\nPalantir (ticker: PLTR) provides data analytics software to both commercial and government clients. The 18-year-old company has two primary platforms—Gotham, for government applications, and Foundry, for commercial customers. Palantir has a long history of serving U.S. military and intelligence agencies, but lately it’s been building out its sales team to bulk up its commercial business. That plan seems to be getting traction.\nPalantir went public in a direct listing last September, with the stock opening at $10. It’s since taken shareholders on a wild ride, trading as high as $45 earlier this year. It’s now around $25, still up 150% from listing day.\nIn its recently reported June quarter, Palantir posted revenue of $376 million, up 49% from the year-earlier level. The company got a big boost from its U.S. commercial business, which grew 90%. Palantir sees September quarter revenue inching up to $385 million, and it continues to forecast annual top-line growth of 30%-plus through 2025.\nBut the core story gets lost in the noise—Palantir seems to thrive on controversy. Almost everything it does is outside the box. Before last year’s stock listing, Palantir quietly moved its headquarters to Denver from Palo Alto. The reasoning boils down to politics.\n“When we started the company in 2004, the idea was to bring world-class software to our intelligence and military communities,” Palantir CEO Alex Karp told me in a June interview. “Numerous companies in Silicon Valley have refused either overtly, tacitly, or by dragging their feet, to work with the U.S. government. … I believe in general there’s a choice to be made in the world, and America has serious, rigorous, intelligent, and sometimes ruthless adversaries.”\nPalantir has also been doing unusual things with the $2.4 billion in cash on its balance sheet. The company is aggressively investing in PIPEs, or private investments in public equities, which are used in almost every SPAC merger to increase the capital raised. Palantir has committed $310 million across more than a dozen SPACs, or special purpose acquisition companies, according to its latest SEC filing. It’s completed $33 million of equity investments across three other companies.\n\nThe most recent tranche includes $20 million for Fast Radius, which offers a “cloud manufacturing platform;” $15 million for Tritium, a developer of electric vehicle chargers; $15 million for AdTheorent, which sells advertising software driven by machine learning; and $10 million for FinAccel, an Asian financial-services company.\nAll the targets have signed up to be Palantir customers. As of June 30, Palantir said it had commercial contracts with its SPAC portfolio companies with a potential value of $428 million; the revenue contribution in the latest quarter was just $3 million, or less than 1% of the total.\nSPACs are a highly speculative place for a public company to be parking its cash. But I’d argue that Palantir’s decision to provide capital to new customers isn’t so different from offering vendor debt financing for hardware purchases—as IBM(IBM) and HP Enterprise (HPE) do—or from running robust venture capital programs, as do Intel(INTC) and Salesforce.com(CRM).\nEven so, it makes some analysts squeamish. “While we don’t oppose thinking outside the box, we think the strategy may have been taken too far, particularly with software contracts that appear to be negotiated alongside an investment by Palantir in the same customer,” Citi’s Tyler Radke wrote in a recent research note.\nThe outside-the-box strategy goes beyond SPACs. This past week, Palantir disclosed that it had purchased $50.7 million worth of 100-ounce gold bars—a pretty strange move, even for Palantir. I ran a text search in the SEC’s database looking for references to gold bars, and found only references to other gold companies. The move makes Tesla’s(TSLA) Bitcoin purchases seem mundane.\nThe fact that Palantir decided to buy physical gold, rather than, say, the SPDR Gold Shares ETF (GLD), makes it odder still. Palatnir ends up looking like the corporate equivalent of a doomsday prepper. I tried to follow-up with Karp to ask about the sudden interest in gold, but Palantir declined to make him available.\nOne analyst who follows the company told me that the SPAC program and the foray into gold make Palantir a hard sell for institutional investors. You can see that in the shareholder base. Institutions hold only 25% of Palantir shares—compared with Oracle’s(ORCL) 46%,Snowflake’s(SNOW) 58%, and Microsoft’s(MSFT) 71%.\nBut the same analyst is still bullish on Palantir and says it offers “a very interesting set of solutions to buyers that require scale and sophistication.”\nPalantir has a fanatical following among individual investors, and the company is playing to its fans. During its June-quarter earnings call, Palantir took nine questions from retail investors and just four from analysts.\nOn traditional metrics, Palantir isn’t cheap. The stock trades for 25 times estimated 2022 sales. But strip away the craziness, and Palantir looks like the single best bet on the future of complex data analytics. There aren’t many other ways for investors to play the opportunity—and the world isn’t getting any simpler or less dangerous.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":1114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839853271,"gmtCreate":1629151970393,"gmtModify":1631891622423,"author":{"id":"3586834968608355","authorId":"3586834968608355","name":"Andrewkang","avatar":"https://static.tigerbbs.com/c156835bf3f5665f5509ad93d83d1df2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586834968608355","authorIdStr":"3586834968608355"},"themes":[],"title":"","htmlText":"g","listText":"g","text":"g","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/839853271","repostId":"2159248377","repostType":4,"isVote":1,"tweetType":1,"viewCount":985,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830850875,"gmtCreate":1629063870697,"gmtModify":1631891622433,"author":{"id":"3586834968608355","authorId":"3586834968608355","name":"Andrewkang","avatar":"https://static.tigerbbs.com/c156835bf3f5665f5509ad93d83d1df2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586834968608355","authorIdStr":"3586834968608355"},"themes":[],"title":"","htmlText":"j","listText":"j","text":"j","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/830850875","repostId":"1183084208","repostType":4,"repost":{"id":"1183084208","kind":"news","pubTimestamp":1628990015,"share":"https://www.laohunote.com/m/news/1183084208?lang=zh_CN&edition=full","pubTime":"2021-08-15 09:13","market":"us","language":"en","title":"Home Depot and Lowe’s Will Report Earnings Soon. What Could Lift the Stocks.<blockquote>家得宝和劳氏即将公布财报。什么可以提振股票。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1183084208","media":"Barrons","summary":"Home Depot and Lowe’s will report their second-quarter earnings on Tuesday and Wednesday, respective","content":"<p>Home Depot&nbsp;and Lowe’s will report their second-quarter earnings on Tuesday and Wednesday, respectively, a chance for the home-improvement retailers to extend their year-to-date gains amid a robust housing market.</p><p><blockquote>家得宝（Home Depot）和劳氏（Lowe's）将分别于周二和周三公布第二季度财报，这对家装零售商来说是一个在房地产市场强劲的情况下扩大年初至今收益的机会。</blockquote></p><p> The pandemic has been a boon for the industry, as Americans spend more on new houses and home improvements, and the stocks have moved from strength to strength. Although investors have gotten used to big beats from the companies given the&nbsp;white-hot housing market, comments from management about continuing strength would likely bolster the stocks.</p><p><blockquote>疫情对该行业来说是一个福音，因为美国人在新房和家居装修上的支出越来越多，股市也从走强走强。尽管鉴于房地产市场白热化，投资者已经习惯了这些公司的强劲表现，但管理层关于持续走强的评论可能会提振股市。</blockquote></p><p> Home Depot (HD) is up 25% year to date, and more than 18% in the past 12 months. Lowe’s has risen more than 18% in 2021 and 23% in the past year.<i>Barron’s</i>&nbsp;named Lowe’s Marvin Ellison to its&nbsp;Best CEOs list&nbsp;earlier this summer. The stock is up a market-beating 24% since&nbsp;we recommended it in March.</p><p><blockquote>家得宝 (HD) 今年迄今上涨了 25%，过去 12 个月上涨了 18% 以上。劳氏在 2021 年上涨了 18% 以上，去年上涨了 23%。<i>巴伦</i>今年夏天早些时候，劳氏的马文-埃里森（Marvin Ellison）入选了其最佳首席执行官名单。自我们 3 月份推荐该股以来，该股已上涨 24%，跑赢大盘。</blockquote></p><p> Both companies delivered better-than-expected first-quarter results in May, although&nbsp;Home Depot shares&nbsp;got a boost while&nbsp;Lowe’s stock slipped.</p><p><blockquote>两家公司在 5 月份公布的第一季度业绩均好于预期，不过家得宝股价上涨，而劳氏股价下滑。</blockquote></p><p> For the second quarter, analysts expect Home Depot to earn $4.43 a share from revenue of $40.57 billion, up from earnings of $3.86 a share in the prior quarter and $4.02 in the year-earlier period. For Lowe’s, the consensus calls for EPS of $4 and revenue of $26.79 billion, up from EPS of $3.21 in the previous quarter and $3.75 a year earlier.</p><p><blockquote>分析师预计家得宝第二季度每股收益为 4.43 美元，营收为 405.7 亿美元，高于上一季度每股收益 3.86 美元和去年同期每股收益 4.02 美元。Lowe's 的一致评级为每股收益 4 美元，营收 267.9 亿美元，高于上一季度的每股收益 3.21 美元和去年同期的 3.75 美元。</blockquote></p><p> The Street is upbeat about the home-improvement retailers in general. More than two-thirds of the 34 analysts tracked by FactSet who cover Home Depot rate it at Buy or the equivalent, while 29% are sidelined. There is one Sell rating.</p><p><blockquote>华尔街总体上对家装零售商持乐观态度。FactSet 追踪的 34 名家得宝分析师中，超过三分之二的人将其评级为买入或同等评级，而 29% 的人持观望态度。有一个卖出评级。</blockquote></p><p> Lowe’s is even more popular, with 79% of 33 analyst bullish, 18% rating it at Hold, and a single bearish call.</p><p><blockquote>劳氏更受欢迎，33 位分析师中有 79% 看好劳氏，18% 看好劳氏，只有一位看跌看涨期权。</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>Home Depot and Lowe’s Will Report Earnings Soon. What Could Lift the Stocks.<blockquote>家得宝和劳氏即将公布财报。什么可以提振股票。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHome Depot and Lowe’s Will Report Earnings Soon. What Could Lift the Stocks.<blockquote>家得宝和劳氏即将公布财报。什么可以提振股票。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-08-15 09:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Home Depot&nbsp;and Lowe’s will report their second-quarter earnings on Tuesday and Wednesday, respectively, a chance for the home-improvement retailers to extend their year-to-date gains amid a robust housing market.</p><p><blockquote>家得宝（Home Depot）和劳氏（Lowe's）将分别于周二和周三公布第二季度财报，这对家装零售商来说是一个在房地产市场强劲的情况下扩大年初至今收益的机会。</blockquote></p><p> The pandemic has been a boon for the industry, as Americans spend more on new houses and home improvements, and the stocks have moved from strength to strength. Although investors have gotten used to big beats from the companies given the&nbsp;white-hot housing market, comments from management about continuing strength would likely bolster the stocks.</p><p><blockquote>疫情对该行业来说是一个福音，因为美国人在新房和家居装修上的支出越来越多，股市也从走强走强。尽管鉴于房地产市场白热化，投资者已经习惯了这些公司的强劲表现，但管理层关于持续走强的评论可能会提振股市。</blockquote></p><p> Home Depot (HD) is up 25% year to date, and more than 18% in the past 12 months. Lowe’s has risen more than 18% in 2021 and 23% in the past year.<i>Barron’s</i>&nbsp;named Lowe’s Marvin Ellison to its&nbsp;Best CEOs list&nbsp;earlier this summer. The stock is up a market-beating 24% since&nbsp;we recommended it in March.</p><p><blockquote>家得宝 (HD) 今年迄今上涨了 25%，过去 12 个月上涨了 18% 以上。劳氏在 2021 年上涨了 18% 以上，去年上涨了 23%。<i>巴伦</i>今年夏天早些时候，劳氏的马文-埃里森（Marvin Ellison）入选了其最佳首席执行官名单。自我们 3 月份推荐该股以来，该股已上涨 24%，跑赢大盘。</blockquote></p><p> Both companies delivered better-than-expected first-quarter results in May, although&nbsp;Home Depot shares&nbsp;got a boost while&nbsp;Lowe’s stock slipped.</p><p><blockquote>两家公司在 5 月份公布的第一季度业绩均好于预期，不过家得宝股价上涨，而劳氏股价下滑。</blockquote></p><p> For the second quarter, analysts expect Home Depot to earn $4.43 a share from revenue of $40.57 billion, up from earnings of $3.86 a share in the prior quarter and $4.02 in the year-earlier period. For Lowe’s, the consensus calls for EPS of $4 and revenue of $26.79 billion, up from EPS of $3.21 in the previous quarter and $3.75 a year earlier.</p><p><blockquote>分析师预计家得宝第二季度每股收益为 4.43 美元，营收为 405.7 亿美元，高于上一季度每股收益 3.86 美元和去年同期每股收益 4.02 美元。Lowe's 的一致评级为每股收益 4 美元，营收 267.9 亿美元，高于上一季度的每股收益 3.21 美元和去年同期的 3.75 美元。</blockquote></p><p> The Street is upbeat about the home-improvement retailers in general. More than two-thirds of the 34 analysts tracked by FactSet who cover Home Depot rate it at Buy or the equivalent, while 29% are sidelined. There is one Sell rating.</p><p><blockquote>华尔街总体上对家装零售商持乐观态度。FactSet 追踪的 34 名家得宝分析师中，超过三分之二的人将其评级为买入或同等评级，而 29% 的人持观望态度。有一个卖出评级。</blockquote></p><p> Lowe’s is even more popular, with 79% of 33 analyst bullish, 18% rating it at Hold, and a single bearish call.</p><p><blockquote>劳氏更受欢迎，33 位分析师中有 79% 看好劳氏，18% 看好劳氏，只有一位看跌看涨期权。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/southwest-delta-coronavirus-covid-earnings-51628708280\">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":{"HD":"家得宝","LOW":"劳氏"},"source_url":"https://www.barrons.com/articles/southwest-delta-coronavirus-covid-earnings-51628708280","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183084208","content_text":"Home Depot and Lowe’s will report their second-quarter earnings on Tuesday and Wednesday, respectively, a chance for the home-improvement retailers to extend their year-to-date gains amid a robust housing market.\nThe pandemic has been a boon for the industry, as Americans spend more on new houses and home improvements, and the stocks have moved from strength to strength. Although investors have gotten used to big beats from the companies given the white-hot housing market, comments from management about continuing strength would likely bolster the stocks.\nHome Depot (HD) is up 25% year to date, and more than 18% in the past 12 months. Lowe’s has risen more than 18% in 2021 and 23% in the past year.Barron’s named Lowe’s Marvin Ellison to its Best CEOs list earlier this summer. The stock is up a market-beating 24% since we recommended it in March.\nBoth companies delivered better-than-expected first-quarter results in May, although Home Depot shares got a boost while Lowe’s stock slipped.\nFor the second quarter, analysts expect Home Depot to earn $4.43 a share from revenue of $40.57 billion, up from earnings of $3.86 a share in the prior quarter and $4.02 in the year-earlier period. For Lowe’s, the consensus calls for EPS of $4 and revenue of $26.79 billion, up from EPS of $3.21 in the previous quarter and $3.75 a year earlier.\nThe Street is upbeat about the home-improvement retailers in general. More than two-thirds of the 34 analysts tracked by FactSet who cover Home Depot rate it at Buy or the equivalent, while 29% are sidelined. There is one Sell rating.\nLowe’s is even more popular, with 79% of 33 analyst bullish, 18% rating it at Hold, and a single bearish call.","news_type":1,"symbols_score_info":{"HD":0.9,"LOW":0.9}},"isVote":1,"tweetType":1,"viewCount":672,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897325953,"gmtCreate":1628893042772,"gmtModify":1631891622443,"author":{"id":"3586834968608355","authorId":"3586834968608355","name":"Andrewkang","avatar":"https://static.tigerbbs.com/c156835bf3f5665f5509ad93d83d1df2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586834968608355","authorIdStr":"3586834968608355"},"themes":[],"title":"","htmlText":"y","listText":"y","text":"y","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/897325953","repostId":"2159218437","repostType":4,"isVote":1,"tweetType":1,"viewCount":799,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":601789676,"gmtCreate":1638569746483,"gmtModify":1638569746483,"author":{"id":"3586834968608355","authorId":"3586834968608355","name":"Andrewkang","avatar":"https://static.tigerbbs.com/c156835bf3f5665f5509ad93d83d1df2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586834968608355","idStr":"3586834968608355"},"themes":[],"title":"","htmlText":"h","listText":"h","text":"h","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":19,"repostSize":0,"link":"https://laohu8.com/post/601789676","repostId":"1162832222","repostType":4,"isVote":1,"tweetType":1,"viewCount":3599,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879525840,"gmtCreate":1636751547863,"gmtModify":1636751547863,"author":{"id":"3586834968608355","authorId":"3586834968608355","name":"Andrewkang","avatar":"https://static.tigerbbs.com/c156835bf3f5665f5509ad93d83d1df2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586834968608355","idStr":"3586834968608355"},"themes":[],"title":"","htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":12,"repostSize":0,"link":"https://laohu8.com/post/879525840","repostId":"1108363615","repostType":4,"repost":{"id":"1108363615","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":1636727635,"share":"https://www.laohunote.com/m/news/1108363615?lang=zh_CN&edition=full","pubTime":"2021-11-12 22:33","market":"us","language":"en","title":"Tesla shares fell more than 1% in morning trading<blockquote>特斯拉股价早盘下跌超过1%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1108363615","media":"Tiger Newspress","summary":"Tesla shares fell more than 1% in morning trading.Tesla Inc Chief Executive Officer Elon Musk disclo","content":"<p>Tesla&nbsp;shares&nbsp;fell&nbsp;more&nbsp;than&nbsp;1%&nbsp;in&nbsp;morning&nbsp;trading.<img src=\"https://static.tigerbbs.com/92a4ad4188b0f9937f5f99fdde05d569\" tg-width=\"879\" tg-height=\"615\" width=\"100%\" height=\"auto\">Tesla Inc&nbsp;Chief Executive Officer Elon Musk disclosed an additional share sale worth about $687 million in the electric-car maker, regulatory filings showed on Friday, after offloading about $5 billion in stock earlier in the week.</p><p><blockquote>特斯拉股价在早盘交易中下跌超过1%。监管文件显示，特斯拉公司首席执行官埃隆·马斯克 (Elon Musk) 在本周早些时候出售了约 50 亿美元的股票后，周五披露了这家电动汽车制造商价值约 6.87 亿美元的额外股票。</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>Tesla shares fell more than 1% in morning trading<blockquote>特斯拉股价早盘下跌超过1%</blockquote></title>\n<style 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#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 shares fell more than 1% in morning trading<blockquote>特斯拉股价早盘下跌超过1%</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\">2021-11-12 22:33</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Tesla&nbsp;shares&nbsp;fell&nbsp;more&nbsp;than&nbsp;1%&nbsp;in&nbsp;morning&nbsp;trading.<img src=\"https://static.tigerbbs.com/92a4ad4188b0f9937f5f99fdde05d569\" tg-width=\"879\" tg-height=\"615\" width=\"100%\" height=\"auto\">Tesla Inc&nbsp;Chief Executive Officer Elon Musk disclosed an additional share sale worth about $687 million in the electric-car maker, regulatory filings showed on Friday, after offloading about $5 billion in stock earlier in the week.</p><p><blockquote>特斯拉股价在早盘交易中下跌超过1%。监管文件显示，特斯拉公司首席执行官埃隆·马斯克 (Elon Musk) 在本周早些时候出售了约 50 亿美元的股票后，周五披露了这家电动汽车制造商价值约 6.87 亿美元的额外股票。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSL":"1.25倍做多TSLA ETF-GraniteShares"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108363615","content_text":"Tesla shares fell more than 1% in morning trading.Tesla Inc Chief Executive Officer Elon Musk disclosed an additional share sale worth about $687 million in the electric-car maker, regulatory filings showed on Friday, after offloading about $5 billion in stock earlier in the week.","news_type":1,"symbols_score_info":{"TSL":0.9}},"isVote":1,"tweetType":1,"viewCount":3643,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":887405575,"gmtCreate":1632090351197,"gmtModify":1632803001639,"author":{"id":"3586834968608355","authorId":"3586834968608355","name":"Andrewkang","avatar":"https://static.tigerbbs.com/c156835bf3f5665f5509ad93d83d1df2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586834968608355","idStr":"3586834968608355"},"themes":[],"title":"","htmlText":"h","listText":"h","text":"h","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":12,"repostSize":0,"link":"https://laohu8.com/post/887405575","repostId":"1198486138","repostType":4,"isVote":1,"tweetType":1,"viewCount":2586,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":867334262,"gmtCreate":1633215078635,"gmtModify":1633215078762,"author":{"id":"3586834968608355","authorId":"3586834968608355","name":"Andrewkang","avatar":"https://static.tigerbbs.com/c156835bf3f5665f5509ad93d83d1df2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586834968608355","idStr":"3586834968608355"},"themes":[],"title":"","htmlText":"j","listText":"j","text":"j","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":11,"repostSize":0,"link":"https://laohu8.com/post/867334262","repostId":"2172618769","repostType":4,"isVote":1,"tweetType":1,"viewCount":2678,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877544568,"gmtCreate":1637962849814,"gmtModify":1637962849814,"author":{"id":"3586834968608355","authorId":"3586834968608355","name":"Andrewkang","avatar":"https://static.tigerbbs.com/c156835bf3f5665f5509ad93d83d1df2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586834968608355","idStr":"3586834968608355"},"themes":[],"title":"","htmlText":"N","listText":"N","text":"N","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":11,"repostSize":0,"link":"https://laohu8.com/post/877544568","repostId":"1119651099","repostType":4,"isVote":1,"tweetType":1,"viewCount":3507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":835753301,"gmtCreate":1629757883803,"gmtModify":1631891622409,"author":{"id":"3586834968608355","authorId":"3586834968608355","name":"Andrewkang","avatar":"https://static.tigerbbs.com/c156835bf3f5665f5509ad93d83d1df2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586834968608355","idStr":"3586834968608355"},"themes":[],"title":"","htmlText":"u","listText":"u","text":"u","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/835753301","repostId":"1179203616","repostType":4,"repost":{"id":"1179203616","kind":"news","pubTimestamp":1629732335,"share":"https://www.laohunote.com/m/news/1179203616?lang=zh_CN&edition=full","pubTime":"2021-08-23 23:25","market":"us","language":"en","title":"Palantir Is an Enigma. The Opportunity in Its Stock Is Far More Clear.<blockquote>Palantir是一个谜。其股票的机会要明显得多。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1179203616","media":"Barrons","summary":"Palantir Technologies is one of the world’s quirkiest tech companies, and last week the story got we","content":"<p>Palantir Technologies is one of the world’s quirkiest tech companies, and last week the story got weirder than ever. But beneath the surface, there’s an oddly compelling case for the business and the stock.</p><p><blockquote>Palantir Technologies 是世界上最古怪的科技公司之一，上周的故事变得比以往任何时候都更加离奇。但在表面之下，企业和股票都有一个奇怪而令人信服的理由。</blockquote></p><p> Palantir (ticker: PLTR) provides data analytics software to both commercial and government clients. The 18-year-old company has two primary platforms—Gotham, for government applications, and Foundry, for commercial customers. Palantir has a long history of serving U.S. military and intelligence agencies, but lately it’s&nbsp;been building out its sales team to bulk up its commercial business. That plan seems to be getting traction.</p><p><blockquote>Palantir（股票代码：PLTR）为商业和政府客户提供数据分析软件。这家拥有 18 年历史的公司有两个主要平台——面向政府应用的 Gotham 和面向商业客户的 Foundry。Palantir 长期以来一直为美国军方和情报机构服务，但最近它一直在组建销售团队，以扩大其商业业务。这个计划似乎越来越受欢迎。</blockquote></p><p> Palantir went public in a direct listing last September, with the stock&nbsp;opening at $10. It’s since taken shareholders on a wild ride, trading as high as $45 earlier this year. It’s now around $25, still up 150% from listing day.</p><p><blockquote>Palantir 去年 9 月直接上市，股价开盘价为 10 美元。此后，股东们一路狂奔，今年早些时候的交易价格一度高达 45 美元。现在的价格约为 25 美元，比上市当天仍上涨了 150%。</blockquote></p><p> In its&nbsp;recently reported June quarter, Palantir posted revenue of $376 million, up 49% from the year-earlier level. The company got a big boost from its U.S. commercial business, which grew 90%. Palantir sees September quarter revenue inching up to $385 million, and it continues to forecast annual top-line growth of 30%-plus through 2025.</p><p><blockquote>在最近公布的 6 月份季度中，Palantir 的收入为 3.76 亿美元，比去年同期增长 49%。该公司的美国商业业务增长了 90%，极大地推动了该公司的发展。Palantir 预计 9 月份季度收入将小幅升至 3.85 亿美元，并继续预测到 2025 年年营收增长将达到 30% 以上。</blockquote></p><p> But the core story gets lost in the noise—Palantir seems to thrive on controversy. Almost everything it does is outside the box. Before last year’s stock listing, Palantir quietly moved its headquarters to Denver from Palo Alto. The reasoning boils down to politics.</p><p><blockquote>但核心故事在噪音中消失了——Palantir 似乎在争议中茁壮成长。它做的几乎一切都是打破常规的。在去年上市之前，Palantir 悄然将总部从帕洛阿尔托迁至丹佛。原因可以归结为政治。</blockquote></p><p> “When we started the company in 2004, the idea was to bring world-class software to our intelligence and military communities,” Palantir CEO Alex Karp&nbsp;told me in a June interview. “Numerous companies in Silicon Valley have refused either overtly, tacitly, or by dragging their feet, to work with the U.S. government. … I believe in general there’s a choice to be made in the world, and America has serious, rigorous, intelligent, and sometimes ruthless adversaries.”</p><p><blockquote>“Palantir 首席执行官亚历克斯-卡普（Alex Karp）在 6 月份的一次采访中告诉我：”我们在 2004 年创办公司时，我们的想法是为我们的情报和军事界带来世界一流的软件。“硅谷的许多公司要么公开、要么心照不宣，要么拖拖拉拉地拒绝与美国政府合作。.我相信，世界上总的来说是有选择的，美国有严肃、严谨、聪明，有时甚至是无情的对手”。</blockquote></p><p> Palantir has also been doing unusual things with the $2.4 billion in cash on its balance sheet. The company is&nbsp;aggressively investing in PIPEs, or private investments in public equities, which are used in almost every SPAC merger to increase the capital raised. Palantir has&nbsp;committed $310 million across more than a dozen SPACs, or special purpose acquisition companies, according to its latest SEC filing. It’s completed $33 million of equity investments across three other companies.</p><p><blockquote>Palantir 还利用其资产负债表上的 24 亿美元现金做了一些不寻常的事情。该公司正在积极投资管道，即公共股权的私人投资，几乎每一次特殊目的收购公司合并都使用管道来增加筹集的资本。根据最新提交给 SEC 的文件，Palantir 已承诺向十几家 SPAC（特殊目的收购公司）投资 3.1 亿美元。该公司已完成对其他三家公司 3300 万美元的股权投资。</blockquote></p><p> The most recent tranche includes $20 million for Fast Radius, which offers a “cloud manufacturing platform;” $15 million for Tritium, a developer of electric vehicle chargers; $15 million for AdTheorent, which sells advertising software driven by machine learning; and $10 million for FinAccel, an Asian financial-services company.</p><p><blockquote>最近一笔款项包括向 Fast Radius 提供 2000 万美元，该公司提供 “云制造平台”；1500万美元收购电动汽车充电器开发商Tritium；1500万美元收购AdTheorent，该公司销售由机器学习驱动的广告软件；以及亚洲金融服务公司 FinAccel 的 1000 万美元。</blockquote></p><p> All the targets have signed up to be Palantir customers. As of June 30, Palantir said it had commercial contracts with its SPAC portfolio companies with a potential value of $428 million; the revenue contribution in the latest quarter was just $3 million, or less than 1% of the total.</p><p><blockquote>所有目标都已注册成为Palantir客户。截至 6 月 30 日，Palantir 表示，其与其 SPAC 投资组合公司签订了潜在价值 4.28 亿美元的商业合同；最近一个季度的收入贡献仅为300万美元，不到总额的1%。</blockquote></p><p> SPACs are a highly speculative place for a public company to be parking its cash. But I’d argue that Palantir’s decision to provide capital to new customers isn’t so different from offering vendor debt financing for hardware purchases—as&nbsp;IBM(IBM) and HP Enterprise (HPE) do—or from running robust venture capital programs, as do&nbsp;Intel(INTC) and&nbsp;Salesforce.com(CRM).</p><p><blockquote>SPAC 是上市公司存放现金的高度投机性的地方。但我认为，Palantir 向新客户提供资本的决定与为硬件采购提供供应商债务融资（如 IBM（IBM）和惠普企业（HPE）所做的那样）或运行稳健的风险投资计划（如英特尔（INTC）和 Salesforce.com（CRM）所做的那样）并没有太大区别。</blockquote></p><p> Even so, it makes some analysts squeamish. “While we don’t oppose thinking outside the box, we think the strategy may have been taken too far, particularly with software contracts that appear to be negotiated alongside an investment by Palantir in the same customer,” Citi’s Tyler Radke wrote in a recent research note.</p><p><blockquote>即便如此，这也让一些分析师感到不安。“花旗银行的泰勒-拉德克（Tyler Radke）在最近的一份研究报告中写道：”虽然我们不反对跳出框框思考，但我们认为这种策略可能走得太远了，尤其是软件合同似乎是在 Palantir 对同一客户的投资同时谈判的。</blockquote></p><p> The outside-the-box strategy goes beyond SPACs. This past week, Palantir disclosed that it had purchased $50.7 million worth of 100-ounce gold bars—a pretty strange move, even for Palantir. I ran a text search in the SEC’s database looking for references to gold bars, and found only references to other gold companies. The move makes&nbsp;Tesla’s(TSLA) Bitcoin purchases seem mundane.</p><p><blockquote>开箱即用的策略超越了 SPAC。上周，Palantir 披露其购买了价值 5070 万美元的 100 盎司金条——即使对 Palantir 来说，这也是一个相当奇怪的举动。我在美国证券交易委员会的数据库中进行了文本搜索，寻找金条的参考资料，结果只找到了其他黄金公司的参考资料。此举让特斯拉（TSLA）在比特币的收购显得平淡无奇。</blockquote></p><p> The fact that Palantir decided to buy physical gold, rather than, say, the&nbsp;SPDR Gold Shares&nbsp;ETF (GLD), makes it odder still. Palatnir ends up looking like the corporate equivalent of a doomsday prepper. I tried to follow-up with Karp to ask about the sudden interest in gold, but Palantir declined to make him available.</p><p><blockquote>Palantir 决定购买实物黄金，而不是 SPDR 黄金股票 ETF (GLD)，这一事实让事情变得更加奇怪。帕拉特尼尔最终看起来就像一个世界末日准备者的公司。我试图跟进卡普，询问他对黄金的突然兴趣，但帕兰蒂尔拒绝让他有空。</blockquote></p><p> One analyst who follows the company told me that the SPAC program and the foray into gold make Palantir a hard sell for institutional investors. You can see that in the shareholder base. Institutions hold only 25% of Palantir shares—compared with&nbsp;Oracle’s(ORCL) 46%,Snowflake’s(SNOW) 58%, and&nbsp;Microsoft’s(MSFT) 71%.</p><p><blockquote>一位关注该公司的分析师告诉我，SPAC 计划和进军黄金市场使得 Palantir 成为机构投资者难以出售的对象。你可以在股东基础中看到这一点。机构仅持有 Palantir 25% 的股份，而甲骨文 (ORCL) 持有 46%，雪花 (SNOW) 持有 58%，微软 (MSFT) 持有 71%。</blockquote></p><p></p><p> But the same analyst is still bullish on Palantir and says it offers “a very interesting set of solutions to buyers that require scale and sophistication.”</p><p><blockquote>但这位分析师仍然看好 Palantir，并称它为 “需要规模和成熟度的买家提供了一套非常有趣的解决方案”。</blockquote></p><p> Palantir has a fanatical following among individual investors, and the company is playing to its fans. During its June-quarter earnings call, Palantir took nine questions from retail investors and just four from analysts.</p><p><blockquote>Palantir 在个人投资者中拥有狂热的追随者，该公司正在迎合其粉丝。在 6 月份季度收益看涨期权上，Palantir 回答了散户投资者的 9 个问题，而分析师只回答了 4 个问题。</blockquote></p><p> On traditional metrics, Palantir isn’t cheap. The stock trades for 25 times estimated 2022 sales. But strip away the craziness, and Palantir looks like the single best bet on the future of complex data analytics. There aren’t many other ways for investors to play the opportunity—and the world isn’t getting any simpler or less dangerous.</p><p><blockquote>按照传统标准，Palantir 并不便宜。该股交易价格是 2022 年预计销售额的 25 倍。但抛开疯狂，Palantir 看起来像是复杂数据分析未来的最佳选择。对于投资者来说，没有太多其他方法可以利用这个机会--这个世界并没有变得更简单或更不危险。</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>Palantir Is an Enigma. The Opportunity in Its Stock Is Far More Clear.<blockquote>Palantir是一个谜。其股票的机会要明显得多。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Is an Enigma. The Opportunity in Its Stock Is Far More Clear.<blockquote>Palantir是一个谜。其股票的机会要明显得多。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-08-23 23:25</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Palantir Technologies is one of the world’s quirkiest tech companies, and last week the story got weirder than ever. But beneath the surface, there’s an oddly compelling case for the business and the stock.</p><p><blockquote>Palantir Technologies 是世界上最古怪的科技公司之一，上周的故事变得比以往任何时候都更加离奇。但在表面之下，企业和股票都有一个奇怪而令人信服的理由。</blockquote></p><p> Palantir (ticker: PLTR) provides data analytics software to both commercial and government clients. The 18-year-old company has two primary platforms—Gotham, for government applications, and Foundry, for commercial customers. Palantir has a long history of serving U.S. military and intelligence agencies, but lately it’s&nbsp;been building out its sales team to bulk up its commercial business. That plan seems to be getting traction.</p><p><blockquote>Palantir（股票代码：PLTR）为商业和政府客户提供数据分析软件。这家拥有 18 年历史的公司有两个主要平台——面向政府应用的 Gotham 和面向商业客户的 Foundry。Palantir 长期以来一直为美国军方和情报机构服务，但最近它一直在组建销售团队，以扩大其商业业务。这个计划似乎越来越受欢迎。</blockquote></p><p> Palantir went public in a direct listing last September, with the stock&nbsp;opening at $10. It’s since taken shareholders on a wild ride, trading as high as $45 earlier this year. It’s now around $25, still up 150% from listing day.</p><p><blockquote>Palantir 去年 9 月直接上市，股价开盘价为 10 美元。此后，股东们一路狂奔，今年早些时候的交易价格一度高达 45 美元。现在的价格约为 25 美元，比上市当天仍上涨了 150%。</blockquote></p><p> In its&nbsp;recently reported June quarter, Palantir posted revenue of $376 million, up 49% from the year-earlier level. The company got a big boost from its U.S. commercial business, which grew 90%. Palantir sees September quarter revenue inching up to $385 million, and it continues to forecast annual top-line growth of 30%-plus through 2025.</p><p><blockquote>在最近公布的 6 月份季度中，Palantir 的收入为 3.76 亿美元，比去年同期增长 49%。该公司的美国商业业务增长了 90%，极大地推动了该公司的发展。Palantir 预计 9 月份季度收入将小幅升至 3.85 亿美元，并继续预测到 2025 年年营收增长将达到 30% 以上。</blockquote></p><p> But the core story gets lost in the noise—Palantir seems to thrive on controversy. Almost everything it does is outside the box. Before last year’s stock listing, Palantir quietly moved its headquarters to Denver from Palo Alto. The reasoning boils down to politics.</p><p><blockquote>但核心故事在噪音中消失了——Palantir 似乎在争议中茁壮成长。它做的几乎一切都是打破常规的。在去年上市之前，Palantir 悄然将总部从帕洛阿尔托迁至丹佛。原因可以归结为政治。</blockquote></p><p> “When we started the company in 2004, the idea was to bring world-class software to our intelligence and military communities,” Palantir CEO Alex Karp&nbsp;told me in a June interview. “Numerous companies in Silicon Valley have refused either overtly, tacitly, or by dragging their feet, to work with the U.S. government. … I believe in general there’s a choice to be made in the world, and America has serious, rigorous, intelligent, and sometimes ruthless adversaries.”</p><p><blockquote>“Palantir 首席执行官亚历克斯-卡普（Alex Karp）在 6 月份的一次采访中告诉我：”我们在 2004 年创办公司时，我们的想法是为我们的情报和军事界带来世界一流的软件。“硅谷的许多公司要么公开、要么心照不宣，要么拖拖拉拉地拒绝与美国政府合作。.我相信，世界上总的来说是有选择的，美国有严肃、严谨、聪明，有时甚至是无情的对手”。</blockquote></p><p> Palantir has also been doing unusual things with the $2.4 billion in cash on its balance sheet. The company is&nbsp;aggressively investing in PIPEs, or private investments in public equities, which are used in almost every SPAC merger to increase the capital raised. Palantir has&nbsp;committed $310 million across more than a dozen SPACs, or special purpose acquisition companies, according to its latest SEC filing. It’s completed $33 million of equity investments across three other companies.</p><p><blockquote>Palantir 还利用其资产负债表上的 24 亿美元现金做了一些不寻常的事情。该公司正在积极投资管道，即公共股权的私人投资，几乎每一次特殊目的收购公司合并都使用管道来增加筹集的资本。根据最新提交给 SEC 的文件，Palantir 已承诺向十几家 SPAC（特殊目的收购公司）投资 3.1 亿美元。该公司已完成对其他三家公司 3300 万美元的股权投资。</blockquote></p><p> The most recent tranche includes $20 million for Fast Radius, which offers a “cloud manufacturing platform;” $15 million for Tritium, a developer of electric vehicle chargers; $15 million for AdTheorent, which sells advertising software driven by machine learning; and $10 million for FinAccel, an Asian financial-services company.</p><p><blockquote>最近一笔款项包括向 Fast Radius 提供 2000 万美元，该公司提供 “云制造平台”；1500万美元收购电动汽车充电器开发商Tritium；1500万美元收购AdTheorent，该公司销售由机器学习驱动的广告软件；以及亚洲金融服务公司 FinAccel 的 1000 万美元。</blockquote></p><p> All the targets have signed up to be Palantir customers. As of June 30, Palantir said it had commercial contracts with its SPAC portfolio companies with a potential value of $428 million; the revenue contribution in the latest quarter was just $3 million, or less than 1% of the total.</p><p><blockquote>所有目标都已注册成为Palantir客户。截至 6 月 30 日，Palantir 表示，其与其 SPAC 投资组合公司签订了潜在价值 4.28 亿美元的商业合同；最近一个季度的收入贡献仅为300万美元，不到总额的1%。</blockquote></p><p> SPACs are a highly speculative place for a public company to be parking its cash. But I’d argue that Palantir’s decision to provide capital to new customers isn’t so different from offering vendor debt financing for hardware purchases—as&nbsp;IBM(IBM) and HP Enterprise (HPE) do—or from running robust venture capital programs, as do&nbsp;Intel(INTC) and&nbsp;Salesforce.com(CRM).</p><p><blockquote>SPAC 是上市公司存放现金的高度投机性的地方。但我认为，Palantir 向新客户提供资本的决定与为硬件采购提供供应商债务融资（如 IBM（IBM）和惠普企业（HPE）所做的那样）或运行稳健的风险投资计划（如英特尔（INTC）和 Salesforce.com（CRM）所做的那样）并没有太大区别。</blockquote></p><p> Even so, it makes some analysts squeamish. “While we don’t oppose thinking outside the box, we think the strategy may have been taken too far, particularly with software contracts that appear to be negotiated alongside an investment by Palantir in the same customer,” Citi’s Tyler Radke wrote in a recent research note.</p><p><blockquote>即便如此，这也让一些分析师感到不安。“花旗银行的泰勒-拉德克（Tyler Radke）在最近的一份研究报告中写道：”虽然我们不反对跳出框框思考，但我们认为这种策略可能走得太远了，尤其是软件合同似乎是在 Palantir 对同一客户的投资同时谈判的。</blockquote></p><p> The outside-the-box strategy goes beyond SPACs. This past week, Palantir disclosed that it had purchased $50.7 million worth of 100-ounce gold bars—a pretty strange move, even for Palantir. I ran a text search in the SEC’s database looking for references to gold bars, and found only references to other gold companies. The move makes&nbsp;Tesla’s(TSLA) Bitcoin purchases seem mundane.</p><p><blockquote>开箱即用的策略超越了 SPAC。上周，Palantir 披露其购买了价值 5070 万美元的 100 盎司金条——即使对 Palantir 来说，这也是一个相当奇怪的举动。我在美国证券交易委员会的数据库中进行了文本搜索，寻找金条的参考资料，结果只找到了其他黄金公司的参考资料。此举让特斯拉（TSLA）在比特币的收购显得平淡无奇。</blockquote></p><p> The fact that Palantir decided to buy physical gold, rather than, say, the&nbsp;SPDR Gold Shares&nbsp;ETF (GLD), makes it odder still. Palatnir ends up looking like the corporate equivalent of a doomsday prepper. I tried to follow-up with Karp to ask about the sudden interest in gold, but Palantir declined to make him available.</p><p><blockquote>Palantir 决定购买实物黄金，而不是 SPDR 黄金股票 ETF (GLD)，这一事实让事情变得更加奇怪。帕拉特尼尔最终看起来就像一个世界末日准备者的公司。我试图跟进卡普，询问他对黄金的突然兴趣，但帕兰蒂尔拒绝让他有空。</blockquote></p><p> One analyst who follows the company told me that the SPAC program and the foray into gold make Palantir a hard sell for institutional investors. You can see that in the shareholder base. Institutions hold only 25% of Palantir shares—compared with&nbsp;Oracle’s(ORCL) 46%,Snowflake’s(SNOW) 58%, and&nbsp;Microsoft’s(MSFT) 71%.</p><p><blockquote>一位关注该公司的分析师告诉我，SPAC 计划和进军黄金市场使得 Palantir 成为机构投资者难以出售的对象。你可以在股东基础中看到这一点。机构仅持有 Palantir 25% 的股份，而甲骨文 (ORCL) 持有 46%，雪花 (SNOW) 持有 58%，微软 (MSFT) 持有 71%。</blockquote></p><p></p><p> But the same analyst is still bullish on Palantir and says it offers “a very interesting set of solutions to buyers that require scale and sophistication.”</p><p><blockquote>但这位分析师仍然看好 Palantir，并称它为 “需要规模和成熟度的买家提供了一套非常有趣的解决方案”。</blockquote></p><p> Palantir has a fanatical following among individual investors, and the company is playing to its fans. During its June-quarter earnings call, Palantir took nine questions from retail investors and just four from analysts.</p><p><blockquote>Palantir 在个人投资者中拥有狂热的追随者，该公司正在迎合其粉丝。在 6 月份季度收益看涨期权上，Palantir 回答了散户投资者的 9 个问题，而分析师只回答了 4 个问题。</blockquote></p><p> On traditional metrics, Palantir isn’t cheap. The stock trades for 25 times estimated 2022 sales. But strip away the craziness, and Palantir looks like the single best bet on the future of complex data analytics. There aren’t many other ways for investors to play the opportunity—and the world isn’t getting any simpler or less dangerous.</p><p><blockquote>按照传统标准，Palantir 并不便宜。该股交易价格是 2022 年预计销售额的 25 倍。但抛开疯狂，Palantir 看起来像是复杂数据分析未来的最佳选择。对于投资者来说，没有太多其他方法可以利用这个机会--这个世界并没有变得更简单或更不危险。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/palantir-stock-spacs-gold-51629497963?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":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://www.barrons.com/articles/palantir-stock-spacs-gold-51629497963?mod=hp_LEADSUPP_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179203616","content_text":"Palantir Technologies is one of the world’s quirkiest tech companies, and last week the story got weirder than ever. But beneath the surface, there’s an oddly compelling case for the business and the stock.\nPalantir (ticker: PLTR) provides data analytics software to both commercial and government clients. The 18-year-old company has two primary platforms—Gotham, for government applications, and Foundry, for commercial customers. Palantir has a long history of serving U.S. military and intelligence agencies, but lately it’s been building out its sales team to bulk up its commercial business. That plan seems to be getting traction.\nPalantir went public in a direct listing last September, with the stock opening at $10. It’s since taken shareholders on a wild ride, trading as high as $45 earlier this year. It’s now around $25, still up 150% from listing day.\nIn its recently reported June quarter, Palantir posted revenue of $376 million, up 49% from the year-earlier level. The company got a big boost from its U.S. commercial business, which grew 90%. Palantir sees September quarter revenue inching up to $385 million, and it continues to forecast annual top-line growth of 30%-plus through 2025.\nBut the core story gets lost in the noise—Palantir seems to thrive on controversy. Almost everything it does is outside the box. Before last year’s stock listing, Palantir quietly moved its headquarters to Denver from Palo Alto. The reasoning boils down to politics.\n“When we started the company in 2004, the idea was to bring world-class software to our intelligence and military communities,” Palantir CEO Alex Karp told me in a June interview. “Numerous companies in Silicon Valley have refused either overtly, tacitly, or by dragging their feet, to work with the U.S. government. … I believe in general there’s a choice to be made in the world, and America has serious, rigorous, intelligent, and sometimes ruthless adversaries.”\nPalantir has also been doing unusual things with the $2.4 billion in cash on its balance sheet. The company is aggressively investing in PIPEs, or private investments in public equities, which are used in almost every SPAC merger to increase the capital raised. Palantir has committed $310 million across more than a dozen SPACs, or special purpose acquisition companies, according to its latest SEC filing. It’s completed $33 million of equity investments across three other companies.\n\nThe most recent tranche includes $20 million for Fast Radius, which offers a “cloud manufacturing platform;” $15 million for Tritium, a developer of electric vehicle chargers; $15 million for AdTheorent, which sells advertising software driven by machine learning; and $10 million for FinAccel, an Asian financial-services company.\nAll the targets have signed up to be Palantir customers. As of June 30, Palantir said it had commercial contracts with its SPAC portfolio companies with a potential value of $428 million; the revenue contribution in the latest quarter was just $3 million, or less than 1% of the total.\nSPACs are a highly speculative place for a public company to be parking its cash. But I’d argue that Palantir’s decision to provide capital to new customers isn’t so different from offering vendor debt financing for hardware purchases—as IBM(IBM) and HP Enterprise (HPE) do—or from running robust venture capital programs, as do Intel(INTC) and Salesforce.com(CRM).\nEven so, it makes some analysts squeamish. “While we don’t oppose thinking outside the box, we think the strategy may have been taken too far, particularly with software contracts that appear to be negotiated alongside an investment by Palantir in the same customer,” Citi’s Tyler Radke wrote in a recent research note.\nThe outside-the-box strategy goes beyond SPACs. This past week, Palantir disclosed that it had purchased $50.7 million worth of 100-ounce gold bars—a pretty strange move, even for Palantir. I ran a text search in the SEC’s database looking for references to gold bars, and found only references to other gold companies. The move makes Tesla’s(TSLA) Bitcoin purchases seem mundane.\nThe fact that Palantir decided to buy physical gold, rather than, say, the SPDR Gold Shares ETF (GLD), makes it odder still. Palatnir ends up looking like the corporate equivalent of a doomsday prepper. I tried to follow-up with Karp to ask about the sudden interest in gold, but Palantir declined to make him available.\nOne analyst who follows the company told me that the SPAC program and the foray into gold make Palantir a hard sell for institutional investors. You can see that in the shareholder base. Institutions hold only 25% of Palantir shares—compared with Oracle’s(ORCL) 46%,Snowflake’s(SNOW) 58%, and Microsoft’s(MSFT) 71%.\nBut the same analyst is still bullish on Palantir and says it offers “a very interesting set of solutions to buyers that require scale and sophistication.”\nPalantir has a fanatical following among individual investors, and the company is playing to its fans. During its June-quarter earnings call, Palantir took nine questions from retail investors and just four from analysts.\nOn traditional metrics, Palantir isn’t cheap. The stock trades for 25 times estimated 2022 sales. But strip away the craziness, and Palantir looks like the single best bet on the future of complex data analytics. There aren’t many other ways for investors to play the opportunity—and the world isn’t getting any simpler or less dangerous.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":1114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839853271,"gmtCreate":1629151970393,"gmtModify":1631891622423,"author":{"id":"3586834968608355","authorId":"3586834968608355","name":"Andrewkang","avatar":"https://static.tigerbbs.com/c156835bf3f5665f5509ad93d83d1df2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586834968608355","idStr":"3586834968608355"},"themes":[],"title":"","htmlText":"g","listText":"g","text":"g","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/839853271","repostId":"2159248377","repostType":4,"isVote":1,"tweetType":1,"viewCount":985,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":814427615,"gmtCreate":1630880042637,"gmtModify":1631891622363,"author":{"id":"3586834968608355","authorId":"3586834968608355","name":"Andrewkang","avatar":"https://static.tigerbbs.com/c156835bf3f5665f5509ad93d83d1df2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586834968608355","idStr":"3586834968608355"},"themes":[],"title":"","htmlText":"j","listText":"j","text":"j","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/814427615","repostId":"1196145266","repostType":4,"isVote":1,"tweetType":1,"viewCount":1182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":867334490,"gmtCreate":1633215115030,"gmtModify":1633215115158,"author":{"id":"3586834968608355","authorId":"3586834968608355","name":"Andrewkang","avatar":"https://static.tigerbbs.com/c156835bf3f5665f5509ad93d83d1df2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586834968608355","idStr":"3586834968608355"},"themes":[],"title":"","htmlText":"h","listText":"h","text":"h","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/867334490","repostId":"2172961873","repostType":4,"isVote":1,"tweetType":1,"viewCount":4126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":803322248,"gmtCreate":1627423669584,"gmtModify":1633765262773,"author":{"id":"3586834968608355","authorId":"3586834968608355","name":"Andrewkang","avatar":"https://static.tigerbbs.com/c156835bf3f5665f5509ad93d83d1df2","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586834968608355","idStr":"3586834968608355"},"themes":[],"title":"","htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/803322248","repostId":"1108849761","repostType":4,"isVote":1,"tweetType":1,"viewCount":692,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}