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2022-01-14

Good

Airline stocks jumped in morning trading<blockquote>航空股早盘交易中上涨</blockquote>

2022-01-13

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2022-01-12

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2022-01-11

Nice

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2022-01-10

Good

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2022-01-09

Like

Can Apple Stock Reclaim $3 Trillion And Thrive In 2022?<blockquote>苹果股票能否在2022年收回3万亿美元并蓬勃发展？</blockquote>

2022-01-08

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2022-01-07

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2022-01-06

follow

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2022-01-05

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2022-01-04

sure

Is Apple Stock Likely To Reach $200 In 2022?<blockquote>苹果股票可能在 2022 年达到 200 美元吗？</blockquote>

2022-01-03

liked

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2022-01-02

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XPeng, NIO, Li Auto Report Big December Deliveries. That’s Good For Tesla<blockquote>小鹏汽车、蔚来、理想汽车报告 12 月份交付量较大。这对特斯拉有好处</blockquote>

2021-12-31

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Why Nio, EVgo, and XL Fleet Stocks Jumped Today<blockquote>为什么蔚来、EVgo 和 XL 车队股票今天上涨</blockquote>

2021-12-30

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2021-12-29

up and up

Here’s What Apple Stock Needs To Hit To Be Worth $3 Trillion<blockquote>以下是苹果股票要达到 3 万亿美元的价值需要达到的水平</blockquote>

2021-12-28

up pls

Singapore Bourse Likely To Bounce Higher Again On Tuesday<blockquote>新加坡股市周二可能再次反弹</blockquote>

2021-12-27

up

Santa Claus Rally watch: What to know this week<blockquote>圣诞老人集会手表：本周须知</blockquote>

2021-12-26

okie

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2021-12-25

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2% and 5%.</p><p><blockquote><html><head></head><body>航空股在早盘交易中上涨。<a href=\"https://laohu8.com/S/DAL\">达美航空</a>,<a href=\"https://laohu8.com/S/LUV\">西南航空公司</a>,<a href=\"https://laohu8.com/S/UAL\">United Continental</a>和<a href=\"https://laohu8.com/S/AAL\">美国航空公司</a>上涨2%至5%。</body></html></blockquote></p><p><img src=\"https://static.tigerbbs.com/5337c1fa70a52ef20ee586624787937c\" tg-width=\"1080\" tg-height=\"1915\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Airline stocks jumped in morning trading<blockquote>航空股早盘交易中上涨</blockquote></title>\n<style 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23:14</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Airline stocks jumped in morning trading. <a href=\"https://laohu8.com/S/DAL\">Delta Air Lines</a>,<a href=\"https://laohu8.com/S/LUV\">Southwest Airlines</a>,<a href=\"https://laohu8.com/S/UAL\">United Continental</a> and <a href=\"https://laohu8.com/S/AAL\">American Airlines</a> rose between 2% and 5%.</p><p><blockquote><html><head></head><body>航空股在早盘交易中上涨。<a href=\"https://laohu8.com/S/DAL\">达美航空</a>,<a href=\"https://laohu8.com/S/LUV\">西南航空公司</a>,<a href=\"https://laohu8.com/S/UAL\">United Continental</a>和<a href=\"https://laohu8.com/S/AAL\">美国航空公司</a>上涨2%至5%。</body></html></blockquote></p><p><img src=\"https://static.tigerbbs.com/5337c1fa70a52ef20ee586624787937c\" tg-width=\"1080\" tg-height=\"1915\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LUV":"西南航空","BK4008":"航空公司","BK4500":"航空公司","DAL":"达美航空","AAL":"美国航空","BK4547":"WSB热门概念","UAL":"联合大陆航空"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105224732","content_text":"Airline stocks jumped in morning trading. Delta Air Lines,Southwest Airlines,United Continental and American Airlines rose between 2% and 5%.","news_type":1,"symbols_score_info":{"LUV":0.9,"DAL":0.9,"UAL":0.9,"AAL":0.9}},"isVote":1,"tweetType":1,"viewCount":3040,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694278934,"gmtCreate":1642026472331,"gmtModify":1642026472628,"author":{"id":"3586853256703013","authorId":"3586853256703013","name":"aprilialand","avatar":"https://static.tigerbbs.com/ad4187787e31be179ad7d058aee6bd08","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586853256703013","authorIdStr":"3586853256703013"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/694278934","repostId":"1114732808","repostType":4,"isVote":1,"tweetType":1,"viewCount":3975,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694630845,"gmtCreate":1641949279965,"gmtModify":1641949280337,"author":{"id":"3586853256703013","authorId":"3586853256703013","name":"aprilialand","avatar":"https://static.tigerbbs.com/ad4187787e31be179ad7d058aee6bd08","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586853256703013","authorIdStr":"3586853256703013"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/694630845","repostId":"2202787736","repostType":4,"isVote":1,"tweetType":1,"viewCount":3917,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694150013,"gmtCreate":1641875326045,"gmtModify":1641875326345,"author":{"id":"3586853256703013","authorId":"3586853256703013","name":"aprilialand","avatar":"https://static.tigerbbs.com/ad4187787e31be179ad7d058aee6bd08","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586853256703013","authorIdStr":"3586853256703013"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/694150013","repostId":"2202277188","repostType":4,"isVote":1,"tweetType":1,"viewCount":4725,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694930715,"gmtCreate":1641780258643,"gmtModify":1641780258927,"author":{"id":"3586853256703013","authorId":"3586853256703013","name":"aprilialand","avatar":"https://static.tigerbbs.com/ad4187787e31be179ad7d058aee6bd08","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586853256703013","authorIdStr":"3586853256703013"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/694930715","repostId":"1170286064","repostType":4,"isVote":1,"tweetType":1,"viewCount":3516,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694087703,"gmtCreate":1641703090258,"gmtModify":1641703186053,"author":{"id":"3586853256703013","authorId":"3586853256703013","name":"aprilialand","avatar":"https://static.tigerbbs.com/ad4187787e31be179ad7d058aee6bd08","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586853256703013","authorIdStr":"3586853256703013"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/694087703","repostId":"1198290127","repostType":4,"repost":{"id":"1198290127","kind":"news","pubTimestamp":1641702682,"share":"https://www.laohunote.com/m/news/1198290127?lang=zh_CN&edition=full","pubTime":"2022-01-09 12:31","market":"us","language":"en","title":"Can Apple Stock Reclaim $3 Trillion And Thrive In 2022?<blockquote>苹果股票能否在2022年收回3万亿美元并蓬勃发展？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1198290127","media":"TheStreet","summary":"A market cap of $3 trillion has, so far, proven to be a ceiling that Apple stock does not seem ready","content":"<p><html><head></head><body>A market cap of $3 trillion has, so far, proven to be a ceiling that Apple stock does not seem ready to break through yet. Can shares reclaim the milestone soon and head higher in 2022?</p><p><blockquote><html><head></head><body>到目前为止，3 万亿美元的市值已被证明是苹果股票似乎尚未准备好突破的上限。股价能否很快夺回里程碑并在 2022 年走高？</body></html></blockquote></p><p>Recently, Apple stock flirted with $3 trillion in market cap, but quickly dipped below $2.9 trillion — as the broad market reacted to monetary tightening that should now happen more rapidly than previously expected.</p><p><blockquote>最近，苹果股票的市值接近 3 万亿美元，但很快跌破 2.9 万亿美元——因为大盘对货币紧缩政策的反应应该比之前预期的更快。</blockquote></p><p>Can shares of the Cupertino company finally find its way north in 2022 and meet the expectations of so many bulls on Wall Street? Or will bearishness take over during a year of rising interest rates and lingering inflation?</p><p><blockquote>这家库比蒂诺公司的股票最终能否在 2022 年找到北上之路，并满足华尔街众多多头的期望？或者，在利率上升和通胀挥之不去的一年里，看跌情绪会接管吗？</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f77cd919bf55f9c7b79f631b0255910\" tg-width=\"1240\" tg-height=\"697\" referrerpolicy=\"no-referrer\"/><span>Figure 1: Apple Park in Cupertino, CA.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：加利福尼亚州库比蒂诺的苹果公园。</span></p></blockquote></p><p><b>AAPL: the bull case</b></p><p><blockquote><b>AAPL：牛市案例</b></blockquote></p><p>As Apple stock climbed viciously between late November and early December, many Wall Street experts piled on in support of “AAPL $3T”. Wedbush’s Dan Ives, for example, has been talking about the market cap milestone since our conversation in Q3 of last year, at least.</p><p><blockquote>随着苹果股价在 11 月底至 12 月初疯狂攀升，许多华尔街专家纷纷支持 “AAPL 3 万亿美元 ”。例如，至少从我们去年第三季度的谈话开始，Wedbush 的丹-艾夫斯（Dan Ives）就一直在谈论市值里程碑。</blockquote></p><p>But other analysts have also hopped on the bullish bandwagon recently. Morgan Stanley upped its price target to $200 per share in November, while the JPMorgan research team saw Apple stock heading to $3.5 trillion in market cap over the next 12 months.</p><p><blockquote>但其他分析师最近也加入了看涨行列。摩根士丹利在 11 月份将目标价上调至每股 200 美元，而摩根大通研究团队则预计苹果股票在未来 12 个月内市值将达到 3.5 万亿美元。</blockquote></p><p>One of the most vocal optimists came from the buy side. Loup’s Gene Munster thought that his previous price target had quickly become stale, and that $250 per share now seemed more reasonable. In his opinion, the multi-year opportunity in the metaverse will gain investor appreciation in the new year, which should reignite momentum that the stock had lost in the last few weeks of 2021.</p><p><blockquote>最直言不讳的乐观主义者之一来自买方。Loup 的吉恩-明斯特（Gene Munster）认为，他之前的目标价很快就过时了，现在每股 250 美元似乎更合理。他认为，元宇宙的多年机会将在新的一年获得投资者的赞赏，这应该会重新点燃该股在2021年最后几周失去的势头。</blockquote></p><p><b>AAPL: the bear case</b></p><p><blockquote><b>AAPL：熊案</b></blockquote></p><p>Despite the upbeat expectations described above, mostly supported by company-specific factors, the market rolled into 2022 with its guard up. The boogieman of the moment seems to be the Federal Reserve’s anticipated reaction to near-full employment and sticky inflation, which should lead to higher interest rates in the next several months.</p><p><blockquote>尽管上述乐观预期主要受到公司特定因素的支持，但市场进入 2022 年仍保持警惕。目前的祸根似乎是美联储对接近充分就业和粘性通胀的预期反应，这将导致未来几个月利率上升。</blockquote></p><p>I have recently explained how tighter money supply can spell trouble for stocks that trade for relatively high multiples. While AAPL is no Tesla or Rivian, the stock’s forward P/E of nearly 30 times and only modest earnings growth expectations could be a drag for share price in 2022, as investors look for better deals in value and cyclical stocks.</p><p><blockquote>我最近解释了货币供应收紧如何给市盈率相对较高的股票带来麻烦。虽然 AAPL 不是特斯拉或Rivian，但该股近 30 倍的远期市盈率和温和的盈利增长预期可能会拖累 2022 年的股价，因为投资者正在寻找价值股和周期性股票的更好交易。</blockquote></p><p><b>The Apple Maven’s take</b></p><p><blockquote><b>苹果专家的看法</b></blockquote></p><p>I continue to think that Apple is a great stock to buy and hold for the long term. Under the leadership of a CEO (and former COO) that is driven by operational excellence, the company seems to be in very good hands. Better yet, demand for Apple’s products and services, as well as consumer appreciation for the brand, seem to be at or near an all-time high.</p><p><blockquote>我仍然认为苹果是一只值得长期购买和持有的好股票。在以卓越运营为动力的首席执行官（兼前首席运营官）的领导下，公司似乎得到了很好的管理。更好的是，对苹果产品和服务的需求以及消费者对该品牌的欣赏似乎处于或接近历史最高水平。</blockquote></p><p>That said, the setup for the first few weeks or months of 2022 looks challenging to me. Apple stock climbed relentlessly in 2020, and then again last year. Aided by a spike in pandemic-driven demand for tech devices and lavish liquidity in the system, AAPL recorded one of its best three years of returns ever between 2019 and 2021.</p><p><blockquote>也就是说，2022 年头几周或几个月的设置对我来说很有挑战性。苹果股价在 2020 年持续攀升，去年又再次攀升。得益于疫情推动的技术设备需求激增以及系统中充足的流动性，苹果公司在 2019 年至 2021 年间创下了有史以来最好的三年回报之一。</blockquote></p><p>As much as the metaverse and autonomous vehicles can and likely will support the company’s financial results over the next many years, I think that AAPL stock is overdue for a breather. While shares will likely climb back above $3 trillion and head much higher from there eventually, I am not so confident that this rally will happen in the immediate future.</p><p><blockquote>尽管元宇宙和自动驾驶汽车能够并可能在未来许多年为公司的财务业绩提供支持，但我认为苹果公司的股票早该喘口气了。虽然股价可能会回升至 3 万亿美元以上，并最终从那里走得更高，但我对这种反弹会在不久的将来发生并不那么有信心。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Can Apple Stock Reclaim $3 Trillion And Thrive In 2022?<blockquote>苹果股票能否在2022年收回3万亿美元并蓬勃发展？</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\">\nCan Apple Stock Reclaim $3 Trillion And Thrive In 2022?<blockquote>苹果股票能否在2022年收回3万亿美元并蓬勃发展？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2022-01-09 12:31</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>A market cap of $3 trillion has, so far, proven to be a ceiling that Apple stock does not seem ready to break through yet. Can shares reclaim the milestone soon and head higher in 2022?</p><p><blockquote><html><head></head><body>到目前为止，3 万亿美元的市值已被证明是苹果股票似乎尚未准备好突破的上限。股价能否很快夺回里程碑并在 2022 年走高？</body></html></blockquote></p><p>Recently, Apple stock flirted with $3 trillion in market cap, but quickly dipped below $2.9 trillion — as the broad market reacted to monetary tightening that should now happen more rapidly than previously expected.</p><p><blockquote>最近，苹果股票的市值接近 3 万亿美元，但很快跌破 2.9 万亿美元——因为大盘对货币紧缩政策的反应应该比之前预期的更快。</blockquote></p><p>Can shares of the Cupertino company finally find its way north in 2022 and meet the expectations of so many bulls on Wall Street? Or will bearishness take over during a year of rising interest rates and lingering inflation?</p><p><blockquote>这家库比蒂诺公司的股票最终能否在 2022 年找到北上之路，并满足华尔街众多多头的期望？或者，在利率上升和通胀挥之不去的一年里，看跌情绪会接管吗？</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f77cd919bf55f9c7b79f631b0255910\" tg-width=\"1240\" tg-height=\"697\" referrerpolicy=\"no-referrer\"/><span>Figure 1: Apple Park in Cupertino, CA.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：加利福尼亚州库比蒂诺的苹果公园。</span></p></blockquote></p><p><b>AAPL: the bull case</b></p><p><blockquote><b>AAPL：牛市案例</b></blockquote></p><p>As Apple stock climbed viciously between late November and early December, many Wall Street experts piled on in support of “AAPL $3T”. Wedbush’s Dan Ives, for example, has been talking about the market cap milestone since our conversation in Q3 of last year, at least.</p><p><blockquote>随着苹果股价在 11 月底至 12 月初疯狂攀升，许多华尔街专家纷纷支持 “AAPL 3 万亿美元 ”。例如，至少从我们去年第三季度的谈话开始，Wedbush 的丹-艾夫斯（Dan Ives）就一直在谈论市值里程碑。</blockquote></p><p>But other analysts have also hopped on the bullish bandwagon recently. Morgan Stanley upped its price target to $200 per share in November, while the JPMorgan research team saw Apple stock heading to $3.5 trillion in market cap over the next 12 months.</p><p><blockquote>但其他分析师最近也加入了看涨行列。摩根士丹利在 11 月份将目标价上调至每股 200 美元，而摩根大通研究团队则预计苹果股票在未来 12 个月内市值将达到 3.5 万亿美元。</blockquote></p><p>One of the most vocal optimists came from the buy side. Loup’s Gene Munster thought that his previous price target had quickly become stale, and that $250 per share now seemed more reasonable. In his opinion, the multi-year opportunity in the metaverse will gain investor appreciation in the new year, which should reignite momentum that the stock had lost in the last few weeks of 2021.</p><p><blockquote>最直言不讳的乐观主义者之一来自买方。Loup 的吉恩-明斯特（Gene Munster）认为，他之前的目标价很快就过时了，现在每股 250 美元似乎更合理。他认为，元宇宙的多年机会将在新的一年获得投资者的赞赏，这应该会重新点燃该股在2021年最后几周失去的势头。</blockquote></p><p><b>AAPL: the bear case</b></p><p><blockquote><b>AAPL：熊案</b></blockquote></p><p>Despite the upbeat expectations described above, mostly supported by company-specific factors, the market rolled into 2022 with its guard up. The boogieman of the moment seems to be the Federal Reserve’s anticipated reaction to near-full employment and sticky inflation, which should lead to higher interest rates in the next several months.</p><p><blockquote>尽管上述乐观预期主要受到公司特定因素的支持，但市场进入 2022 年仍保持警惕。目前的祸根似乎是美联储对接近充分就业和粘性通胀的预期反应，这将导致未来几个月利率上升。</blockquote></p><p>I have recently explained how tighter money supply can spell trouble for stocks that trade for relatively high multiples. While AAPL is no Tesla or Rivian, the stock’s forward P/E of nearly 30 times and only modest earnings growth expectations could be a drag for share price in 2022, as investors look for better deals in value and cyclical stocks.</p><p><blockquote>我最近解释了货币供应收紧如何给市盈率相对较高的股票带来麻烦。虽然 AAPL 不是特斯拉或Rivian，但该股近 30 倍的远期市盈率和温和的盈利增长预期可能会拖累 2022 年的股价，因为投资者正在寻找价值股和周期性股票的更好交易。</blockquote></p><p><b>The Apple Maven’s take</b></p><p><blockquote><b>苹果专家的看法</b></blockquote></p><p>I continue to think that Apple is a great stock to buy and hold for the long term. Under the leadership of a CEO (and former COO) that is driven by operational excellence, the company seems to be in very good hands. Better yet, demand for Apple’s products and services, as well as consumer appreciation for the brand, seem to be at or near an all-time high.</p><p><blockquote>我仍然认为苹果是一只值得长期购买和持有的好股票。在以卓越运营为动力的首席执行官（兼前首席运营官）的领导下，公司似乎得到了很好的管理。更好的是，对苹果产品和服务的需求以及消费者对该品牌的欣赏似乎处于或接近历史最高水平。</blockquote></p><p>That said, the setup for the first few weeks or months of 2022 looks challenging to me. Apple stock climbed relentlessly in 2020, and then again last year. Aided by a spike in pandemic-driven demand for tech devices and lavish liquidity in the system, AAPL recorded one of its best three years of returns ever between 2019 and 2021.</p><p><blockquote>也就是说，2022 年头几周或几个月的设置对我来说很有挑战性。苹果股价在 2020 年持续攀升，去年又再次攀升。得益于疫情推动的技术设备需求激增以及系统中充足的流动性，苹果公司在 2019 年至 2021 年间创下了有史以来最好的三年回报之一。</blockquote></p><p>As much as the metaverse and autonomous vehicles can and likely will support the company’s financial results over the next many years, I think that AAPL stock is overdue for a breather. While shares will likely climb back above $3 trillion and head much higher from there eventually, I am not so confident that this rally will happen in the immediate future.</p><p><blockquote>尽管元宇宙和自动驾驶汽车能够并可能在未来许多年为公司的财务业绩提供支持，但我认为苹果公司的股票早该喘口气了。虽然股价可能会回升至 3 万亿美元以上，并最终从那里走得更高，但我对这种反弹会在不久的将来发生并不那么有信心。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/apple/stock/can-apple-stock-reclaim-3-trillion-and-thrive-in-2022\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/stock/can-apple-stock-reclaim-3-trillion-and-thrive-in-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198290127","content_text":"A market cap of $3 trillion has, so far, proven to be a ceiling that Apple stock does not seem ready to break through yet. Can shares reclaim the milestone soon and head higher in 2022?Recently, Apple stock flirted with $3 trillion in market cap, but quickly dipped below $2.9 trillion — as the broad market reacted to monetary tightening that should now happen more rapidly than previously expected.Can shares of the Cupertino company finally find its way north in 2022 and meet the expectations of so many bulls on Wall Street? Or will bearishness take over during a year of rising interest rates and lingering inflation?Figure 1: Apple Park in Cupertino, CA.AAPL: the bull caseAs Apple stock climbed viciously between late November and early December, many Wall Street experts piled on in support of “AAPL $3T”. Wedbush’s Dan Ives, for example, has been talking about the market cap milestone since our conversation in Q3 of last year, at least.But other analysts have also hopped on the bullish bandwagon recently. Morgan Stanley upped its price target to $200 per share in November, while the JPMorgan research team saw Apple stock heading to $3.5 trillion in market cap over the next 12 months.One of the most vocal optimists came from the buy side. Loup’s Gene Munster thought that his previous price target had quickly become stale, and that $250 per share now seemed more reasonable. In his opinion, the multi-year opportunity in the metaverse will gain investor appreciation in the new year, which should reignite momentum that the stock had lost in the last few weeks of 2021.AAPL: the bear caseDespite the upbeat expectations described above, mostly supported by company-specific factors, the market rolled into 2022 with its guard up. The boogieman of the moment seems to be the Federal Reserve’s anticipated reaction to near-full employment and sticky inflation, which should lead to higher interest rates in the next several months.I have recently explained how tighter money supply can spell trouble for stocks that trade for relatively high multiples. While AAPL is no Tesla or Rivian, the stock’s forward P/E of nearly 30 times and only modest earnings growth expectations could be a drag for share price in 2022, as investors look for better deals in value and cyclical stocks.The Apple Maven’s takeI continue to think that Apple is a great stock to buy and hold for the long term. Under the leadership of a CEO (and former COO) that is driven by operational excellence, the company seems to be in very good hands. Better yet, demand for Apple’s products and services, as well as consumer appreciation for the brand, seem to be at or near an all-time high.That said, the setup for the first few weeks or months of 2022 looks challenging to me. Apple stock climbed relentlessly in 2020, and then again last year. Aided by a spike in pandemic-driven demand for tech devices and lavish liquidity in the system, AAPL recorded one of its best three years of returns ever between 2019 and 2021.As much as the metaverse and autonomous vehicles can and likely will support the company’s financial results over the next many years, I think that AAPL stock is overdue for a breather. While shares will likely climb back above $3 trillion and head much higher from there eventually, I am not so confident that this rally will happen in the immediate future.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2748,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":695761776,"gmtCreate":1641603585248,"gmtModify":1641603586538,"author":{"id":"3586853256703013","authorId":"3586853256703013","name":"aprilialand","avatar":"https://static.tigerbbs.com/ad4187787e31be179ad7d058aee6bd08","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586853256703013","authorIdStr":"3586853256703013"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/695761776","repostId":"2201219990","repostType":4,"isVote":1,"tweetType":1,"viewCount":3564,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":695511134,"gmtCreate":1641518312707,"gmtModify":1641518313021,"author":{"id":"3586853256703013","authorId":"3586853256703013","name":"aprilialand","avatar":"https://static.tigerbbs.com/ad4187787e31be179ad7d058aee6bd08","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586853256703013","authorIdStr":"3586853256703013"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/695511134","repostId":"1122553653","repostType":4,"isVote":1,"tweetType":1,"viewCount":3713,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":695824960,"gmtCreate":1641422133887,"gmtModify":1641422134243,"author":{"id":"3586853256703013","authorId":"3586853256703013","name":"aprilialand","avatar":"https://static.tigerbbs.com/ad4187787e31be179ad7d058aee6bd08","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586853256703013","authorIdStr":"3586853256703013"},"themes":[],"title":"","htmlText":"follow","listText":"follow","text":"follow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/695824960","repostId":"2201236894","repostType":4,"isVote":1,"tweetType":1,"viewCount":3506,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":695387653,"gmtCreate":1641343554771,"gmtModify":1641343555051,"author":{"id":"3586853256703013","authorId":"3586853256703013","name":"aprilialand","avatar":"https://static.tigerbbs.com/ad4187787e31be179ad7d058aee6bd08","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586853256703013","authorIdStr":"3586853256703013"},"themes":[],"title":"","htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/695387653","repostId":"2201418283","repostType":4,"isVote":1,"tweetType":1,"viewCount":3905,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":695055789,"gmtCreate":1641277902335,"gmtModify":1641277902696,"author":{"id":"3586853256703013","authorId":"3586853256703013","name":"aprilialand","avatar":"https://static.tigerbbs.com/ad4187787e31be179ad7d058aee6bd08","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586853256703013","authorIdStr":"3586853256703013"},"themes":[],"title":"","htmlText":"sure&nbsp;","listText":"sure&nbsp;","text":"sure","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/695055789","repostId":"1179133564","repostType":4,"repost":{"id":"1179133564","kind":"news","pubTimestamp":1641266758,"share":"https://www.laohunote.com/m/news/1179133564?lang=zh_CN&edition=full","pubTime":"2022-01-04 11:25","market":"us","language":"en","title":"Is Apple Stock Likely To Reach $200 In 2022?<blockquote>苹果股票可能在 2022 年达到 200 美元吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1179133564","media":"Seeking Alpha","summary":"SummaryApple stock received a lot of interest recently as it surged in early December and has mainta","content":"<p><html><head></head><body><b>Summary</b></p><p><blockquote><html><head></head><body><b>总结</b></body></html></blockquote></p><p><ul><li>Apple stock received a lot of interest recently as it surged in early December and has maintained its market outperformance.</li><li>We discuss the critical drivers for investors to watch moving into 2022.</li><li>We also discuss whether Apple stock is likely to reach $200 moving forward.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e9d29c6db997dd98e087415e7e2acfe\" tg-width=\"1536\" tg-height=\"1036\" referrerpolicy=\"no-referrer\"/><span>Justin Sullivan/Getty Images News</span></p><p><blockquote><ul><li>苹果股票最近受到了很多关注，因为它在12月初飙升，并保持了优于市场的表现。</li><li>我们讨论了投资者进入2022年需要关注的关键驱动因素。</li><li>我们还讨论了苹果股票未来是否有可能达到 200 美元。</li></ul><p class=\"t-img-caption\"><span>贾斯汀·沙利文/盖蒂图片社新闻</span></p></blockquote></p><p><b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p>Apple Inc. (AAPL) has recently drawn significant interest among investors as the stock has continued to outperform the market since early December. It&#39;s notable since AAPL stock has lagged the market for almost the whole year. However, investors&#39; interests spiked following the series of successful new product launches, including its pivotal iPhone 13.</p><p><blockquote>苹果公司 (AAPL) 最近引起了投资者的极大兴趣，因为该股自 12 月初以来持续跑赢大盘。值得注意的是，AAPL 股票几乎一整年都落后于市场。然而，在一系列成功推出新产品（包括关键的 iPhone 13）后，投资者的兴趣激增。</blockquote></p><p>Supply chain checks from numerous sell-side analysts have also demonstrated that the delays over its iPhones have improved markedly. In addition, Goldman Sachs also highlighted that lead times were down significantly in mid-December as Apple continues to leverage strong iPhone demand in its most crucial calendar quarter.</p><p><blockquote>众多卖方分析师对供应链的检查也表明，其 iPhone 的延误已显着改善。此外，高盛还强调，由于苹果在其最关键的季度继续利用强劲的 iPhone 需求，12 月中旬的交货时间大幅缩短。</blockquote></p><p>AAPL stock continues to hold its price steadily, briefly topped a $3T market cap milestone. However, there shouldn&#39;t be any doubt that AAPL stock has had an unmistakable long-term uptrend over the years. Moreover, given that the company has multiple long-term secular drivers driving its business model, we are confident that the stock can reach $200 in 2022.</p><p><blockquote>AAPL 股价继续保持稳定，市值短暂突破 3 吨里程碑。然而，毫无疑问，AAPL 股票多年来一直呈现出明确无误的长期上升趋势。此外，鉴于该公司有多个长期的长期驱动力推动其商业模式，我们有信心该股在 2022 年可以达到 200 美元。</blockquote></p><p>We discuss these critical drivers for AAPL stock as we head into 2022 with the $3T market cap looking over the horizon.</p><p><blockquote>随着 AAPL 股票的 3 万美元市值即将到来，我们将讨论 AAPL 股票的这些关键驱动因素。</blockquote></p><p><b>Services Revenue Growth Could Have Been Significantly Understated</b></p><p><blockquote><b>服务收入增长可能被严重低估</b></blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a837d0ef4f22be5610e00a0a6c3b6a5\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><span>Apple revenue and adjusted EBITDA mean consensus estimates. Data source: S&amp;P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>苹果收入和调整后 EBITDA 均值共识估计。数据来源：S&amp;P Capital IQ</span></p></blockquote></p><p>Apple bears have often pointed out the deceleration in the company&#39;s topline growth as proof of a stock that is massively overvalued. It&#39;s easy to understand what they mean. Readers can refer to the chart above, where Apple&#39;s revenue growth is estimated to decelerate over the next three years. Consensus estimates point to a revenue CAGR of just 4.6% through FY24. Moreover, its adjusted EBITDA margins are likely to remain consistent. But, AAPL is not projected to gain leverage towards its profitability. Hence, bearish investors claim they don&#39;t understand how the Cupertino company can continue to justify its current valuation.</p><p><blockquote>苹果看空者经常指出，该公司营收增长放缓证明该股被严重高估。很容易理解他们的意思。读者可以参考上面的图表，预计未来三年苹果的收入增长将放缓。普遍估计，到 2024 财年，收入复合年增长率仅为 4.6%。此外，其调整后的 EBITDA 利润率可能保持一致。但是，AAPL 预计不会提高其盈利能力。因此，看跌投资者声称他们不明白这家库比蒂诺公司如何继续证明其当前估值的合理性。</blockquote></p><p>But, we think investors need to step back and consider the critical growth drivers for AAPL moving forward. So let us present our analysis.</p><p><blockquote>但是，我们认为投资者需要后退一步，考虑 AAPL 前进的关键增长动力。所以让我们来介绍一下我们的分析。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3850a7b0d906064e94b474a4f50c3fd4\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><span>Apple iPhone and services revenue estimates. Data source: Trefis, author</span></p><p><blockquote><p class=\"t-img-caption\"><span>苹果iPhone和服务收入预测。数据来源：Trefis，作者</span></p></blockquote></p><p>Readers can refer to the above model, where iPhone&#39;s revenue is estimated to increase at a CAGR of just 2.2% over the next five years. However, Apple&#39;s services segment (including App Store&#39;s revenue) is projected to increase its revenue at a CAGR of 11% through FY26, reaching $115B. We think these estimates are relatively conservative. Based on these estimates, a SOTP implied fair value of $159 was reached for AAPL stock. It also includes other segments but was mainly driven by the two critical segments above. iPhone and services accounted for 43% and 25% of its SOTP valuation.</p><p><blockquote>读者可以参考上面的模型，其中iPhone的收入预计在未来五年内以2.2%的CAGR增长。然而，苹果的服务部门（包括 App Store 的收入）预计到 26 财年，其收入将以 11% 的复合年增长率增长，达到 1150 亿美元。我们认为这些估计相对保守。根据这些估计，AAPL 股票的 SOTP 隐含公允价值为 159 美元。它还包括其他分部，但主要由上述两个关键分部推动。iPhone 和服务占其 SOTP 估值的 43% 和 25%。</blockquote></p><p>But, we believe that these estimates may not have captured the multiple growth drivers underpinning the App Store. Why?</p><p><blockquote>但是，我们认为这些估计可能没有抓住支撑应用商店的多种增长动力。为什么？</blockquote></p><p>Based on recent estimates by Sensor Tower, App Store&#39;s revenue is estimated to increase at a CAGR of 20.7% through CY25, reaching $185B. Notably, it&#39;s way ahead of the estimate of $115B that we discussed earlier for the entire services segment. Importantly, we have not even included revenue from the other services other than App Store&#39;s contribution. Therefore, we think that readers need to consider that the Street consensus may have significantly underestimated the prowess of Apple&#39;s highly profitable (estimated operating margin &gt; 70%) App Store.</p><p><blockquote>根据 Sensor Tower 最近的估计，到 25 财年，App Store 的收入预计将以 20.7% 的复合年增长率增长，达到 185B 美元。值得注意的是，这远远超出了我们之前讨论的整个服务部门 1150 亿美元的估计。重要的是，我们甚至没有包括除 App Store 贡献之外的其他服务的收入。因此，我们认为读者需要考虑到，华尔街的共识可能大大低估了苹果高利润（估计营业利润率&gt;70%）应用商店的实力。</blockquote></p><p>We are not saying that Sensor Tower&#39;s estimate is the source of truth. But, we wanted to highlight that investors should pay more attention to Apple&#39;s key services segment. Sensor Tower presented a region by region breakdown, which we thought seemed credible, and we encourage investors to monitor closely.</p><p><blockquote>我们并不是说传感器塔的估计是真相的来源。但是，我们想强调的是，投资者应该更加关注苹果的关键服务领域。Sensor Tower 提供了按地区划分的细目，我们认为这似乎是可信的，我们鼓励投资者密切关注。</blockquote></p><p><b>Don&#39;t Ignore Apple&#39;s Metaverse Ambitions</b></p><p><blockquote><b>不要忽视苹果的元宇宙野心</b></blockquote></p><p></p><p>Renowned TF International Securities analyst Ming-Chi Kuo estimated that Apple&#39;s AR/VR device would be released sometime in Q4&#39;22. We believe this is significant as it augurs well for Apple&#39;s ambitions into the metaverse. There&#39;s little doubt that Meta Platforms (FB) and Microsoft(MSFT) are strengthening their lead in the consumer and commercial AR/VR space.According to TrendForce, global AR/VR device shipment is estimated to reach 12.02M units, up 26.4% YoY in 2022. Moreover, the market is estimated to grow rapidly through 2025, reaching 25.76M units at a CAGR of 38.8%. Notably, it expects Meta&#39;s Oculus devices to maintain a 66% consumer market share. But, TrendForce also noted that (edited):</p><p><blockquote>著名天风国际证券分析师郭明𫓹估计，苹果的AR/VR设备将在2022年第四季度的某个时候发布。我们认为这意义重大，因为它预示着苹果进军元宇宙的雄心。毫无疑问，元平台（FB）和微软（MSFT）正在加强他们在消费者和商业AR/VR领域的领先地位。根据TrendForce的数据，2022年全球AR/VR设备出货量预计将达到1202万台，同比增长26.4%。此外，预计到 2025 年，该市场将快速增长，达到 2576 万辆，CAGR 为 38.8%。值得注意的是，它预计 Meta 的 Oculus 设备将保持 66% 的消费者市场份额。但是，TrendForce 也指出（已编辑）：</blockquote></p><p>AR/VR device suppliers may look to expand their user base and increase their market penetration via low-priced yet high-spec devices,<i>while compensating for their reduced hardware profitability through software sales</i>. (TrendForce)Software sales indeed. Apple runs the largest mobile ecosystem globally, which dwarfs Google Play&#39;s (GOOG) (GOOGL) revenue. Therefore, we believe the entry of Apple into the metaverse game could significantly raise the company&#39;s monetization opportunities. Theories that Meta Platform has ambitions to displace Apple as the next-gen computing platform abound. However, we have also discussed thatMeta Platforms&#39; eventual metaverse will unlikely be the only virtual world we will ever experience. Instead, the metaverse will likely be a series of interconnected virtual worlds that will be interoperable. So, Apple could still be the critical ecosystem owner as creators build their virtual worlds to be monetized through the App Store, reaching out to Apple&#39;s more than 1B (and growing) installed base.</p><p><blockquote>AR/VR设备供应商可能希望通过低价但高规格的设备扩大其用户群并增加其市场渗透率，<i>同时通过软件销售弥补硬件盈利能力的下降</i>.（TrendForce）的确是软件销售。苹果运营着全球最大的移动生态系统，这使得 Google Play (GOOG) (GOOGL) 的收入相形见绌。因此，我们相信苹果进入元宇宙游戏可以显着提高公司的货币化机会。Meta Platform有野心取代苹果成为下一代计算平台的理论比比皆是。然而，我们也讨论过，Meta Platforms 最终的元宇宙不太可能是我们体验的唯一虚拟世界。相反，元宇宙可能是一系列互联的虚拟世界，可以互操作。因此，苹果仍然可能是关键的生态系统所有者，因为创作者构建他们的虚拟世界，通过App Store货币化，接触到苹果超过1B（并且不断增长）的安装基础。</blockquote></p><p>TrendForce also added that global VR content revenue is estimated to grow at a rapid 40% CAGR through 2025, reaching $8.3B. The content will be varied but primarily consisting of &#34;gaming/entertainment, videos, and social interactions.&#34; Therefore, Apple can continue to leverage such opportunities through its massive ecosystem. We think these opportunities are so novel that it hasn&#39;t even been written into Apple&#39;s consensus estimates just yet. But, once Apple&#39;s AR/VR devices are launched, we believe that the revenue runway could become even more apparent. However, we must still caution that we are still very early into Apple&#39;s metaverse ambitions. But, we believe that Apple will be a critical player in defining the metaverse through its ecosystem. It won&#39;t be very smart to consider that Apple doesn&#39;t have a clearly-defined metaverse strategy.</p><p><blockquote>TrendForce 还补充说，预计到 2025 年，全球 VR 内容收入将以 40% 的复合年增长率快速增长，达到 $8.3B。内容多种多样，但主要包括“游戏/娱乐、视频和社交互动”。因此，苹果可以通过其庞大的生态系统继续利用此类机会。我们认为这些机会是如此新颖，以至于它甚至还没有被写入苹果的共识估计中。但是，一旦苹果的AR/VR设备推出，我们相信收入跑道可能会变得更加明显。然而，我们仍然必须小心，我们对苹果的元宇宙野心还处于非常早期的阶段。但是，我们相信苹果将成为通过其生态系统定义元宇宙的关键参与者。认为苹果没有明确定义的元宇宙战略是不明智的。</blockquote></p><p><b>So, is AAPL Stock a Buy Now?</b></p><p><blockquote><b>那么，AAPL 股票现在值得买入吗？</b></blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6087fafa5c6ee0f2958f8d29919c3eb5\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"/><span>AAPL stock EV/NTM EBIT, and Normalized P/E (NTM) 3Y mean.</span></p><p><blockquote><p class=\"t-img-caption\"><span>AAPL 股票 EV/NTM EBIT 和标准化市盈率 (NTM) 3 年平均值。</span></p></blockquote></p><p>If you consider AAPL stock&#39;s relative valuation against its 3Y mean, there&#39;s little doubt that AAPL stock seems expensive. It&#39;s trading at an EV/NTM EBIT of 26x, way above its 3Y mean of 19.3x. In addition, its normalized P/E (NTM) also read 31.2x, significantly ahead of its 3Y mean of 23.9x. Therefore, we wouldn&#39;t blame bearish investors who think that AAPL stock seems well overvalued now.</p><p><blockquote>如果你考虑 AAPL 股票的相对估值与其 3 年平均值，毫无疑问 AAPL 股票看起来很贵。其 EV/NTM EBIT 为 26 倍，远高于 19.3 倍的 3 年平均水平。此外，其标准化市盈率 (NTM) 也为 31.2 倍，明显高于 3 年平均水平 23.9 倍。因此，我们不会责怪那些认为 AAPL 股票现在似乎被高估的看跌投资者。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c889e6a8aa5fe9751c5d695481f9d3b\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><span>Apple unlevered FCF estimates. Data source: S&amp;P Capital IQ, author</span></p><p><blockquote><p class=\"t-img-caption\"><span>苹果无杠杆自由现金流估计。数据来源：S&amp;P Capital IQ，作者</span></p></blockquote></p><p>However, we also estimated that AAPL stock would continue to generate robust FCF growth over time. Moreover, our model is even more conservative than the consensus estimates. In addition, we have also not considered Sensor Tower&#39;s estimates or Apple&#39;s metaverse opportunities that we discussed earlier. Nevertheless, it led us towards a DCF implied fair value estimate of $153, which we highlighted in our previous article. It&#39;s also quite close to our SOTP implied fair value of $159 that we showed earlier. Therefore, it&#39;s clear that these estimates have not factored for the robust services growth and the potential metaverse opportunities that could accrue to Apple over the next five to ten years.</p><p><blockquote>然而，我们还估计，随着时间的推移，AAPL 股票将继续产生强劲的自由现金流增长。此外，我们的模型甚至比共识估计更保守。此外，我们也没有考虑我们之前讨论过的 Sensor Tower 的估计或苹果的元宇宙机会。尽管如此，它还是让我们得出了 153 美元的 DCF 隐含公允价值估计值，我们在上一篇文章中强调了这一点。它也非常接近我们之前显示的 SOTP 隐含公允价值 159 美元。因此，很明显，这些估计没有考虑到苹果未来五到十年可能出现的强劲服务增长和潜在的元宇宙机会。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/de1380b774a68d31c93eaf939fb99e27\" tg-width=\"640\" tg-height=\"347\" referrerpolicy=\"no-referrer\"/><span>AAPL stock price action.</span></p><p><blockquote><p class=\"t-img-caption\"><span>AAPL 股价走势。</span></p></blockquote></p><p>Nevertheless, we think that AAPL stock looks extended, as seen above. But, as mentioned, it wouldn&#39;t be very smart for investors to bet against CEO Tim Cook &amp; Co. The stock&#39;s long-term uptrend is clear for all to observe.</p><p><blockquote>尽管如此，我们认为 AAPL 股票看起来很长，如上所述。但是，如前所述，投资者做空首席执行官蒂姆·库克公司并不是很明智。该股的长期上升趋势有目共睹。</blockquote></p><p></p><p>So, we are clear that the stock would likely break the $200 level in 2022 as the excitement surrounding its AR/VR launch gets closers, coupled with its services segment revenue growth in its earnings releases. As a result, we believe that AAPL&#39;s stock price could be re-rated to reflect its potential over the next year.</p><p><blockquote>因此，我们很清楚，随着围绕其 AR/VR 发布的兴奋感越来越近，加上其服务部门在财报发布中的收入增长，该股可能会在 2022 年突破 200 美元水平。因此，我们认为 AAPL 的股价可能会被重新评级，以反映其明年的潜力。</blockquote></p><p>Nevertheless, due to its over-extended price action, we encourage some patience with AAPL stock. But, if you have no AAPL stock, we think you can consider adding at this price if you are a long-term investor. We don&#39;t believe it&#39;s significantly overvalued, as discussed earlier. But, if you already have considerable exposure relative to your portfolio, we think you can wait for a potentially better entry point with some patience.</p><p><blockquote>尽管如此，由于其过度延长的价格走势，我们鼓励对 AAPL 股票保持一定的耐心。但是，如果您没有 AAPL 股票，我们认为如果您是长期投资者，您可以考虑以这个价格增持。如前所述，我们不认为它被严重高估。但是，如果您相对于您的投资组合已经有相当大的敞口，我们认为您可以耐心等待潜在的更好的切入点。</blockquote></p><p>Therefore, we reiterate our Neutral rating on AAPL stock for now.</p><p><blockquote>因此，我们目前重申对 AAPL 股票的中性评级。</blockquote></p><p>This article was written by JR Research.</p><p><blockquote>本文由JR Research撰写。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Apple Stock Likely To Reach $200 In 2022?<blockquote>苹果股票可能在 2022 年达到 200 美元吗？</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\">\nIs Apple Stock Likely To Reach $200 In 2022?<blockquote>苹果股票可能在 2022 年达到 200 美元吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2022-01-04 11:25</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Summary</b></p><p><blockquote><html><head></head><body><b>总结</b></body></html></blockquote></p><p><ul><li>Apple stock received a lot of interest recently as it surged in early December and has maintained its market outperformance.</li><li>We discuss the critical drivers for investors to watch moving into 2022.</li><li>We also discuss whether Apple stock is likely to reach $200 moving forward.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e9d29c6db997dd98e087415e7e2acfe\" tg-width=\"1536\" tg-height=\"1036\" referrerpolicy=\"no-referrer\"/><span>Justin Sullivan/Getty Images News</span></p><p><blockquote><ul><li>苹果股票最近受到了很多关注，因为它在12月初飙升，并保持了优于市场的表现。</li><li>我们讨论了投资者进入2022年需要关注的关键驱动因素。</li><li>我们还讨论了苹果股票未来是否有可能达到 200 美元。</li></ul><p class=\"t-img-caption\"><span>贾斯汀·沙利文/盖蒂图片社新闻</span></p></blockquote></p><p><b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p>Apple Inc. (AAPL) has recently drawn significant interest among investors as the stock has continued to outperform the market since early December. It&#39;s notable since AAPL stock has lagged the market for almost the whole year. However, investors&#39; interests spiked following the series of successful new product launches, including its pivotal iPhone 13.</p><p><blockquote>苹果公司 (AAPL) 最近引起了投资者的极大兴趣，因为该股自 12 月初以来持续跑赢大盘。值得注意的是，AAPL 股票几乎一整年都落后于市场。然而，在一系列成功推出新产品（包括关键的 iPhone 13）后，投资者的兴趣激增。</blockquote></p><p>Supply chain checks from numerous sell-side analysts have also demonstrated that the delays over its iPhones have improved markedly. In addition, Goldman Sachs also highlighted that lead times were down significantly in mid-December as Apple continues to leverage strong iPhone demand in its most crucial calendar quarter.</p><p><blockquote>众多卖方分析师对供应链的检查也表明，其 iPhone 的延误已显着改善。此外，高盛还强调，由于苹果在其最关键的季度继续利用强劲的 iPhone 需求，12 月中旬的交货时间大幅缩短。</blockquote></p><p>AAPL stock continues to hold its price steadily, briefly topped a $3T market cap milestone. However, there shouldn&#39;t be any doubt that AAPL stock has had an unmistakable long-term uptrend over the years. Moreover, given that the company has multiple long-term secular drivers driving its business model, we are confident that the stock can reach $200 in 2022.</p><p><blockquote>AAPL 股价继续保持稳定，市值短暂突破 3 吨里程碑。然而，毫无疑问，AAPL 股票多年来一直呈现出明确无误的长期上升趋势。此外，鉴于该公司有多个长期的长期驱动力推动其商业模式，我们有信心该股在 2022 年可以达到 200 美元。</blockquote></p><p>We discuss these critical drivers for AAPL stock as we head into 2022 with the $3T market cap looking over the horizon.</p><p><blockquote>随着 AAPL 股票的 3 万美元市值即将到来，我们将讨论 AAPL 股票的这些关键驱动因素。</blockquote></p><p><b>Services Revenue Growth Could Have Been Significantly Understated</b></p><p><blockquote><b>服务收入增长可能被严重低估</b></blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a837d0ef4f22be5610e00a0a6c3b6a5\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><span>Apple revenue and adjusted EBITDA mean consensus estimates. Data source: S&amp;P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>苹果收入和调整后 EBITDA 均值共识估计。数据来源：S&amp;P Capital IQ</span></p></blockquote></p><p>Apple bears have often pointed out the deceleration in the company&#39;s topline growth as proof of a stock that is massively overvalued. It&#39;s easy to understand what they mean. Readers can refer to the chart above, where Apple&#39;s revenue growth is estimated to decelerate over the next three years. Consensus estimates point to a revenue CAGR of just 4.6% through FY24. Moreover, its adjusted EBITDA margins are likely to remain consistent. But, AAPL is not projected to gain leverage towards its profitability. Hence, bearish investors claim they don&#39;t understand how the Cupertino company can continue to justify its current valuation.</p><p><blockquote>苹果看空者经常指出，该公司营收增长放缓证明该股被严重高估。很容易理解他们的意思。读者可以参考上面的图表，预计未来三年苹果的收入增长将放缓。普遍估计，到 2024 财年，收入复合年增长率仅为 4.6%。此外，其调整后的 EBITDA 利润率可能保持一致。但是，AAPL 预计不会提高其盈利能力。因此，看跌投资者声称他们不明白这家库比蒂诺公司如何继续证明其当前估值的合理性。</blockquote></p><p>But, we think investors need to step back and consider the critical growth drivers for AAPL moving forward. So let us present our analysis.</p><p><blockquote>但是，我们认为投资者需要后退一步，考虑 AAPL 前进的关键增长动力。所以让我们来介绍一下我们的分析。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3850a7b0d906064e94b474a4f50c3fd4\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><span>Apple iPhone and services revenue estimates. Data source: Trefis, author</span></p><p><blockquote><p class=\"t-img-caption\"><span>苹果iPhone和服务收入预测。数据来源：Trefis，作者</span></p></blockquote></p><p>Readers can refer to the above model, where iPhone&#39;s revenue is estimated to increase at a CAGR of just 2.2% over the next five years. However, Apple&#39;s services segment (including App Store&#39;s revenue) is projected to increase its revenue at a CAGR of 11% through FY26, reaching $115B. We think these estimates are relatively conservative. Based on these estimates, a SOTP implied fair value of $159 was reached for AAPL stock. It also includes other segments but was mainly driven by the two critical segments above. iPhone and services accounted for 43% and 25% of its SOTP valuation.</p><p><blockquote>读者可以参考上面的模型，其中iPhone的收入预计在未来五年内以2.2%的CAGR增长。然而，苹果的服务部门（包括 App Store 的收入）预计到 26 财年，其收入将以 11% 的复合年增长率增长，达到 1150 亿美元。我们认为这些估计相对保守。根据这些估计，AAPL 股票的 SOTP 隐含公允价值为 159 美元。它还包括其他分部，但主要由上述两个关键分部推动。iPhone 和服务占其 SOTP 估值的 43% 和 25%。</blockquote></p><p>But, we believe that these estimates may not have captured the multiple growth drivers underpinning the App Store. Why?</p><p><blockquote>但是，我们认为这些估计可能没有抓住支撑应用商店的多种增长动力。为什么？</blockquote></p><p>Based on recent estimates by Sensor Tower, App Store&#39;s revenue is estimated to increase at a CAGR of 20.7% through CY25, reaching $185B. Notably, it&#39;s way ahead of the estimate of $115B that we discussed earlier for the entire services segment. Importantly, we have not even included revenue from the other services other than App Store&#39;s contribution. Therefore, we think that readers need to consider that the Street consensus may have significantly underestimated the prowess of Apple&#39;s highly profitable (estimated operating margin &gt; 70%) App Store.</p><p><blockquote>根据 Sensor Tower 最近的估计，到 25 财年，App Store 的收入预计将以 20.7% 的复合年增长率增长，达到 185B 美元。值得注意的是，这远远超出了我们之前讨论的整个服务部门 1150 亿美元的估计。重要的是，我们甚至没有包括除 App Store 贡献之外的其他服务的收入。因此，我们认为读者需要考虑到，华尔街的共识可能大大低估了苹果高利润（估计营业利润率&gt;70%）应用商店的实力。</blockquote></p><p>We are not saying that Sensor Tower&#39;s estimate is the source of truth. But, we wanted to highlight that investors should pay more attention to Apple&#39;s key services segment. Sensor Tower presented a region by region breakdown, which we thought seemed credible, and we encourage investors to monitor closely.</p><p><blockquote>我们并不是说传感器塔的估计是真相的来源。但是，我们想强调的是，投资者应该更加关注苹果的关键服务领域。Sensor Tower 提供了按地区划分的细目，我们认为这似乎是可信的，我们鼓励投资者密切关注。</blockquote></p><p><b>Don&#39;t Ignore Apple&#39;s Metaverse Ambitions</b></p><p><blockquote><b>不要忽视苹果的元宇宙野心</b></blockquote></p><p></p><p>Renowned TF International Securities analyst Ming-Chi Kuo estimated that Apple&#39;s AR/VR device would be released sometime in Q4&#39;22. We believe this is significant as it augurs well for Apple&#39;s ambitions into the metaverse. There&#39;s little doubt that Meta Platforms (FB) and Microsoft(MSFT) are strengthening their lead in the consumer and commercial AR/VR space.According to TrendForce, global AR/VR device shipment is estimated to reach 12.02M units, up 26.4% YoY in 2022. Moreover, the market is estimated to grow rapidly through 2025, reaching 25.76M units at a CAGR of 38.8%. Notably, it expects Meta&#39;s Oculus devices to maintain a 66% consumer market share. But, TrendForce also noted that (edited):</p><p><blockquote>著名天风国际证券分析师郭明𫓹估计，苹果的AR/VR设备将在2022年第四季度的某个时候发布。我们认为这意义重大，因为它预示着苹果进军元宇宙的雄心。毫无疑问，元平台（FB）和微软（MSFT）正在加强他们在消费者和商业AR/VR领域的领先地位。根据TrendForce的数据，2022年全球AR/VR设备出货量预计将达到1202万台，同比增长26.4%。此外，预计到 2025 年，该市场将快速增长，达到 2576 万辆，CAGR 为 38.8%。值得注意的是，它预计 Meta 的 Oculus 设备将保持 66% 的消费者市场份额。但是，TrendForce 也指出（已编辑）：</blockquote></p><p>AR/VR device suppliers may look to expand their user base and increase their market penetration via low-priced yet high-spec devices,<i>while compensating for their reduced hardware profitability through software sales</i>. (TrendForce)Software sales indeed. Apple runs the largest mobile ecosystem globally, which dwarfs Google Play&#39;s (GOOG) (GOOGL) revenue. Therefore, we believe the entry of Apple into the metaverse game could significantly raise the company&#39;s monetization opportunities. Theories that Meta Platform has ambitions to displace Apple as the next-gen computing platform abound. However, we have also discussed thatMeta Platforms&#39; eventual metaverse will unlikely be the only virtual world we will ever experience. Instead, the metaverse will likely be a series of interconnected virtual worlds that will be interoperable. So, Apple could still be the critical ecosystem owner as creators build their virtual worlds to be monetized through the App Store, reaching out to Apple&#39;s more than 1B (and growing) installed base.</p><p><blockquote>AR/VR设备供应商可能希望通过低价但高规格的设备扩大其用户群并增加其市场渗透率，<i>同时通过软件销售弥补硬件盈利能力的下降</i>.（TrendForce）的确是软件销售。苹果运营着全球最大的移动生态系统，这使得 Google Play (GOOG) (GOOGL) 的收入相形见绌。因此，我们相信苹果进入元宇宙游戏可以显着提高公司的货币化机会。Meta Platform有野心取代苹果成为下一代计算平台的理论比比皆是。然而，我们也讨论过，Meta Platforms 最终的元宇宙不太可能是我们体验的唯一虚拟世界。相反，元宇宙可能是一系列互联的虚拟世界，可以互操作。因此，苹果仍然可能是关键的生态系统所有者，因为创作者构建他们的虚拟世界，通过App Store货币化，接触到苹果超过1B（并且不断增长）的安装基础。</blockquote></p><p>TrendForce also added that global VR content revenue is estimated to grow at a rapid 40% CAGR through 2025, reaching $8.3B. The content will be varied but primarily consisting of &#34;gaming/entertainment, videos, and social interactions.&#34; Therefore, Apple can continue to leverage such opportunities through its massive ecosystem. We think these opportunities are so novel that it hasn&#39;t even been written into Apple&#39;s consensus estimates just yet. But, once Apple&#39;s AR/VR devices are launched, we believe that the revenue runway could become even more apparent. However, we must still caution that we are still very early into Apple&#39;s metaverse ambitions. But, we believe that Apple will be a critical player in defining the metaverse through its ecosystem. It won&#39;t be very smart to consider that Apple doesn&#39;t have a clearly-defined metaverse strategy.</p><p><blockquote>TrendForce 还补充说，预计到 2025 年，全球 VR 内容收入将以 40% 的复合年增长率快速增长，达到 $8.3B。内容多种多样，但主要包括“游戏/娱乐、视频和社交互动”。因此，苹果可以通过其庞大的生态系统继续利用此类机会。我们认为这些机会是如此新颖，以至于它甚至还没有被写入苹果的共识估计中。但是，一旦苹果的AR/VR设备推出，我们相信收入跑道可能会变得更加明显。然而，我们仍然必须小心，我们对苹果的元宇宙野心还处于非常早期的阶段。但是，我们相信苹果将成为通过其生态系统定义元宇宙的关键参与者。认为苹果没有明确定义的元宇宙战略是不明智的。</blockquote></p><p><b>So, is AAPL Stock a Buy Now?</b></p><p><blockquote><b>那么，AAPL 股票现在值得买入吗？</b></blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6087fafa5c6ee0f2958f8d29919c3eb5\" tg-width=\"640\" tg-height=\"384\" referrerpolicy=\"no-referrer\"/><span>AAPL stock EV/NTM EBIT, and Normalized P/E (NTM) 3Y mean.</span></p><p><blockquote><p class=\"t-img-caption\"><span>AAPL 股票 EV/NTM EBIT 和标准化市盈率 (NTM) 3 年平均值。</span></p></blockquote></p><p>If you consider AAPL stock&#39;s relative valuation against its 3Y mean, there&#39;s little doubt that AAPL stock seems expensive. It&#39;s trading at an EV/NTM EBIT of 26x, way above its 3Y mean of 19.3x. In addition, its normalized P/E (NTM) also read 31.2x, significantly ahead of its 3Y mean of 23.9x. Therefore, we wouldn&#39;t blame bearish investors who think that AAPL stock seems well overvalued now.</p><p><blockquote>如果你考虑 AAPL 股票的相对估值与其 3 年平均值，毫无疑问 AAPL 股票看起来很贵。其 EV/NTM EBIT 为 26 倍，远高于 19.3 倍的 3 年平均水平。此外，其标准化市盈率 (NTM) 也为 31.2 倍，明显高于 3 年平均水平 23.9 倍。因此，我们不会责怪那些认为 AAPL 股票现在似乎被高估的看跌投资者。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c889e6a8aa5fe9751c5d695481f9d3b\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><span>Apple unlevered FCF estimates. Data source: S&amp;P Capital IQ, author</span></p><p><blockquote><p class=\"t-img-caption\"><span>苹果无杠杆自由现金流估计。数据来源：S&amp;P Capital IQ，作者</span></p></blockquote></p><p>However, we also estimated that AAPL stock would continue to generate robust FCF growth over time. Moreover, our model is even more conservative than the consensus estimates. In addition, we have also not considered Sensor Tower&#39;s estimates or Apple&#39;s metaverse opportunities that we discussed earlier. Nevertheless, it led us towards a DCF implied fair value estimate of $153, which we highlighted in our previous article. It&#39;s also quite close to our SOTP implied fair value of $159 that we showed earlier. Therefore, it&#39;s clear that these estimates have not factored for the robust services growth and the potential metaverse opportunities that could accrue to Apple over the next five to ten years.</p><p><blockquote>然而，我们还估计，随着时间的推移，AAPL 股票将继续产生强劲的自由现金流增长。此外，我们的模型甚至比共识估计更保守。此外，我们也没有考虑我们之前讨论过的 Sensor Tower 的估计或苹果的元宇宙机会。尽管如此，它还是让我们得出了 153 美元的 DCF 隐含公允价值估计值，我们在上一篇文章中强调了这一点。它也非常接近我们之前显示的 SOTP 隐含公允价值 159 美元。因此，很明显，这些估计没有考虑到苹果未来五到十年可能出现的强劲服务增长和潜在的元宇宙机会。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/de1380b774a68d31c93eaf939fb99e27\" tg-width=\"640\" tg-height=\"347\" referrerpolicy=\"no-referrer\"/><span>AAPL stock price action.</span></p><p><blockquote><p class=\"t-img-caption\"><span>AAPL 股价走势。</span></p></blockquote></p><p>Nevertheless, we think that AAPL stock looks extended, as seen above. But, as mentioned, it wouldn&#39;t be very smart for investors to bet against CEO Tim Cook &amp; Co. The stock&#39;s long-term uptrend is clear for all to observe.</p><p><blockquote>尽管如此，我们认为 AAPL 股票看起来很长，如上所述。但是，如前所述，投资者做空首席执行官蒂姆·库克公司并不是很明智。该股的长期上升趋势有目共睹。</blockquote></p><p></p><p>So, we are clear that the stock would likely break the $200 level in 2022 as the excitement surrounding its AR/VR launch gets closers, coupled with its services segment revenue growth in its earnings releases. As a result, we believe that AAPL&#39;s stock price could be re-rated to reflect its potential over the next year.</p><p><blockquote>因此，我们很清楚，随着围绕其 AR/VR 发布的兴奋感越来越近，加上其服务部门在财报发布中的收入增长，该股可能会在 2022 年突破 200 美元水平。因此，我们认为 AAPL 的股价可能会被重新评级，以反映其明年的潜力。</blockquote></p><p>Nevertheless, due to its over-extended price action, we encourage some patience with AAPL stock. But, if you have no AAPL stock, we think you can consider adding at this price if you are a long-term investor. We don&#39;t believe it&#39;s significantly overvalued, as discussed earlier. But, if you already have considerable exposure relative to your portfolio, we think you can wait for a potentially better entry point with some patience.</p><p><blockquote>尽管如此，由于其过度延长的价格走势，我们鼓励对 AAPL 股票保持一定的耐心。但是，如果您没有 AAPL 股票，我们认为如果您是长期投资者，您可以考虑以这个价格增持。如前所述，我们不认为它被严重高估。但是，如果您相对于您的投资组合已经有相当大的敞口，我们认为您可以耐心等待潜在的更好的切入点。</blockquote></p><p>Therefore, we reiterate our Neutral rating on AAPL stock for now.</p><p><blockquote>因此，我们目前重申对 AAPL 股票的中性评级。</blockquote></p><p>This article was written by JR Research.</p><p><blockquote>本文由JR Research撰写。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4477741-apple-stock-reach-200-in-2022\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4477741-apple-stock-reach-200-in-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179133564","content_text":"SummaryApple stock received a lot of interest recently as it surged in early December and has maintained its market outperformance.We discuss the critical drivers for investors to watch moving into 2022.We also discuss whether Apple stock is likely to reach $200 moving forward.Justin Sullivan/Getty Images NewsInvestment ThesisApple Inc. (AAPL) has recently drawn significant interest among investors as the stock has continued to outperform the market since early December. It's notable since AAPL stock has lagged the market for almost the whole year. However, investors' interests spiked following the series of successful new product launches, including its pivotal iPhone 13.Supply chain checks from numerous sell-side analysts have also demonstrated that the delays over its iPhones have improved markedly. In addition, Goldman Sachs also highlighted that lead times were down significantly in mid-December as Apple continues to leverage strong iPhone demand in its most crucial calendar quarter.AAPL stock continues to hold its price steadily, briefly topped a $3T market cap milestone. However, there shouldn't be any doubt that AAPL stock has had an unmistakable long-term uptrend over the years. Moreover, given that the company has multiple long-term secular drivers driving its business model, we are confident that the stock can reach $200 in 2022.We discuss these critical drivers for AAPL stock as we head into 2022 with the $3T market cap looking over the horizon.Services Revenue Growth Could Have Been Significantly UnderstatedApple revenue and adjusted EBITDA mean consensus estimates. Data source: S&P Capital IQApple bears have often pointed out the deceleration in the company's topline growth as proof of a stock that is massively overvalued. It's easy to understand what they mean. Readers can refer to the chart above, where Apple's revenue growth is estimated to decelerate over the next three years. Consensus estimates point to a revenue CAGR of just 4.6% through FY24. Moreover, its adjusted EBITDA margins are likely to remain consistent. But, AAPL is not projected to gain leverage towards its profitability. Hence, bearish investors claim they don't understand how the Cupertino company can continue to justify its current valuation.But, we think investors need to step back and consider the critical growth drivers for AAPL moving forward. So let us present our analysis.Apple iPhone and services revenue estimates. Data source: Trefis, authorReaders can refer to the above model, where iPhone's revenue is estimated to increase at a CAGR of just 2.2% over the next five years. However, Apple's services segment (including App Store's revenue) is projected to increase its revenue at a CAGR of 11% through FY26, reaching $115B. We think these estimates are relatively conservative. Based on these estimates, a SOTP implied fair value of $159 was reached for AAPL stock. It also includes other segments but was mainly driven by the two critical segments above. iPhone and services accounted for 43% and 25% of its SOTP valuation.But, we believe that these estimates may not have captured the multiple growth drivers underpinning the App Store. Why?Based on recent estimates by Sensor Tower, App Store's revenue is estimated to increase at a CAGR of 20.7% through CY25, reaching $185B. Notably, it's way ahead of the estimate of $115B that we discussed earlier for the entire services segment. Importantly, we have not even included revenue from the other services other than App Store's contribution. Therefore, we think that readers need to consider that the Street consensus may have significantly underestimated the prowess of Apple's highly profitable (estimated operating margin > 70%) App Store.We are not saying that Sensor Tower's estimate is the source of truth. But, we wanted to highlight that investors should pay more attention to Apple's key services segment. Sensor Tower presented a region by region breakdown, which we thought seemed credible, and we encourage investors to monitor closely.Don't Ignore Apple's Metaverse AmbitionsRenowned TF International Securities analyst Ming-Chi Kuo estimated that Apple's AR/VR device would be released sometime in Q4'22. We believe this is significant as it augurs well for Apple's ambitions into the metaverse. There's little doubt that Meta Platforms (FB) and Microsoft(MSFT) are strengthening their lead in the consumer and commercial AR/VR space.According to TrendForce, global AR/VR device shipment is estimated to reach 12.02M units, up 26.4% YoY in 2022. Moreover, the market is estimated to grow rapidly through 2025, reaching 25.76M units at a CAGR of 38.8%. Notably, it expects Meta's Oculus devices to maintain a 66% consumer market share. But, TrendForce also noted that (edited):AR/VR device suppliers may look to expand their user base and increase their market penetration via low-priced yet high-spec devices,while compensating for their reduced hardware profitability through software sales. (TrendForce)Software sales indeed. Apple runs the largest mobile ecosystem globally, which dwarfs Google Play's (GOOG) (GOOGL) revenue. Therefore, we believe the entry of Apple into the metaverse game could significantly raise the company's monetization opportunities. Theories that Meta Platform has ambitions to displace Apple as the next-gen computing platform abound. However, we have also discussed thatMeta Platforms' eventual metaverse will unlikely be the only virtual world we will ever experience. Instead, the metaverse will likely be a series of interconnected virtual worlds that will be interoperable. So, Apple could still be the critical ecosystem owner as creators build their virtual worlds to be monetized through the App Store, reaching out to Apple's more than 1B (and growing) installed base.TrendForce also added that global VR content revenue is estimated to grow at a rapid 40% CAGR through 2025, reaching $8.3B. The content will be varied but primarily consisting of \"gaming/entertainment, videos, and social interactions.\" Therefore, Apple can continue to leverage such opportunities through its massive ecosystem. We think these opportunities are so novel that it hasn't even been written into Apple's consensus estimates just yet. But, once Apple's AR/VR devices are launched, we believe that the revenue runway could become even more apparent. However, we must still caution that we are still very early into Apple's metaverse ambitions. But, we believe that Apple will be a critical player in defining the metaverse through its ecosystem. It won't be very smart to consider that Apple doesn't have a clearly-defined metaverse strategy.So, is AAPL Stock a Buy Now?AAPL stock EV/NTM EBIT, and Normalized P/E (NTM) 3Y mean.If you consider AAPL stock's relative valuation against its 3Y mean, there's little doubt that AAPL stock seems expensive. It's trading at an EV/NTM EBIT of 26x, way above its 3Y mean of 19.3x. In addition, its normalized P/E (NTM) also read 31.2x, significantly ahead of its 3Y mean of 23.9x. Therefore, we wouldn't blame bearish investors who think that AAPL stock seems well overvalued now.Apple unlevered FCF estimates. Data source: S&P Capital IQ, authorHowever, we also estimated that AAPL stock would continue to generate robust FCF growth over time. Moreover, our model is even more conservative than the consensus estimates. In addition, we have also not considered Sensor Tower's estimates or Apple's metaverse opportunities that we discussed earlier. Nevertheless, it led us towards a DCF implied fair value estimate of $153, which we highlighted in our previous article. It's also quite close to our SOTP implied fair value of $159 that we showed earlier. Therefore, it's clear that these estimates have not factored for the robust services growth and the potential metaverse opportunities that could accrue to Apple over the next five to ten years.AAPL stock price action.Nevertheless, we think that AAPL stock looks extended, as seen above. But, as mentioned, it wouldn't be very smart for investors to bet against CEO Tim Cook & Co. The stock's long-term uptrend is clear for all to observe.So, we are clear that the stock would likely break the $200 level in 2022 as the excitement surrounding its AR/VR launch gets closers, coupled with its services segment revenue growth in its earnings releases. As a result, we believe that AAPL's stock price could be re-rated to reflect its potential over the next year.Nevertheless, due to its over-extended price action, we encourage some patience with AAPL stock. But, if you have no AAPL stock, we think you can consider adding at this price if you are a long-term investor. We don't believe it's significantly overvalued, as discussed earlier. But, if you already have considerable exposure relative to your portfolio, we think you can wait for a potentially better entry point with some patience.Therefore, we reiterate our Neutral rating on AAPL stock for now.This article was written by JR Research.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692483991,"gmtCreate":1641171088429,"gmtModify":1641171088704,"author":{"id":"3586853256703013","authorId":"3586853256703013","name":"aprilialand","avatar":"https://static.tigerbbs.com/ad4187787e31be179ad7d058aee6bd08","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586853256703013","authorIdStr":"3586853256703013"},"themes":[],"title":"","htmlText":"liked","listText":"liked","text":"liked","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/692483991","repostId":"2200544080","repostType":4,"isVote":1,"tweetType":1,"viewCount":1093,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692571086,"gmtCreate":1641105152889,"gmtModify":1641105153182,"author":{"id":"3586853256703013","authorId":"3586853256703013","name":"aprilialand","avatar":"https://static.tigerbbs.com/ad4187787e31be179ad7d058aee6bd08","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586853256703013","authorIdStr":"3586853256703013"},"themes":[],"title":"","htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/692571086","repostId":"1173416252","repostType":4,"repost":{"id":"1173416252","kind":"news","pubTimestamp":1641085354,"share":"https://www.laohunote.com/m/news/1173416252?lang=zh_CN&edition=full","pubTime":"2022-01-02 09:02","market":"us","language":"en","title":"XPeng, NIO, Li Auto Report Big December Deliveries. That’s Good For Tesla<blockquote>小鹏汽车、蔚来、理想汽车报告 12 月份交付量较大。这对特斯拉有好处</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1173416252","media":"Barrons","summary":"The three U.S.-listed Chinese electric vehicle makers started 2022 off with a bang, all reporting big delivery figures for December.NIO (ticker: NIO), XPeng (XPEV) and Li Auto (LI) on Saturday morning","content":"<p><html><head></head><body>The three U.S.-listed Chinese electric vehicle makers started 2022 off with a bang, all reporting big delivery figures for December.</p><p><blockquote><html><head></head><body>这三家在美国上市的中国电动汽车制造商在 2022 年开局强劲，均公布了 12 月份的大幅交付数据。</body></html></blockquote></p><p>NIO (ticker: NIO), XPeng (XPEV) and Li Auto (LI) on Saturday morning each reported deliveries. Combined, the three shipped more than 40,000 units. That’s a monthly record and is one sign that Tesla (TSLA) should post its own big number when it reports fourth delivery figures in coming days.</p><p><blockquote>蔚来（股票代码：蔚来）、小鹏汽车（XPEV）和理想汽车（LI）周六上午分别报告了交付情况。三家公司总共出货量超过 40,000 台。这是一个月度记录，也是特斯拉（TSLA）在未来几天公布第四次交付数据时应该公布自己的大数据的一个迹象。</blockquote></p><p>About 25% of all Tesla deliveries are generated in China. Investors expect Tesla to report north of 280,000 deliveries worldwide for the fourth quarter.</p><p><blockquote>大约25%的特斯拉交付是在中国产生的。投资者预计特斯拉第四季度全球交付量将超过 28 万辆。</blockquote></p><p>Among the Chinese three, XPeng took the December, and 2021, crown reporting 16,000 deliveries, a new monthly record. For all of 2021, XPeng delivered 98,155 vehicles, up 263% compared with 2020.</p><p><blockquote>在中国三家汽车公司中，小鹏汽车在 12 月和 2021 年的交付量为 16,000 辆，创下了新的月度纪录。2021年全年，小鹏汽车交付量为98,155辆，较2020年增长263%。</blockquote></p><p>Li delivered 14,087 units in December. That’s a monthly record for Li too. For all of 2021, Li delivered 90,491 vehicles, up 177% compared with 2020.</p><p><blockquote>李 12 月份交付了 14,087 辆。这也是李的月度纪录。2021年全年，理想交付了90,491辆汽车，比2020年增长177%。</blockquote></p><p>NIO didn’t set a new monthly record, just missing it by a few hundred units. The company shipped 10,489 vehicles in December. NIO’s monthly delivery record came in November, when it shipped 10,878 units. For the full year, NIO delivered 91,429 vehicles in 2021, up 109% compared with 2020.</p><p><blockquote>蔚来没有创下新的月度纪录，只是少了几百个单位。该公司12月份出货量为10,489辆。蔚来的月度交付记录出现在 11 月份，当时出货量为 10,878 辆。2021年全年，蔚来交付了91,429辆汽车，比2020年增长了109%。</blockquote></p><p>Even though XPeng delivered more cars in 2021, NIO has still delivered the most of the three over the company’s life. NIO has delivered more than 167,000 vehicles life to date. XPeng and Li have delivered about 125,000 and 123,000 vehicle, respectively.</p><p><blockquote>尽管小鹏汽车在 2021 年交付了更多汽车，但在公司有生之年，蔚来仍然交付了三辆汽车中最多的一辆。迄今为止，蔚来已交付超过 167,000 辆汽车。小鹏汽车和理想汽车已分别交付约12.5万辆和12.3万辆汽车。</blockquote></p><p>December vehicle deliveries for all EV producers might have been boosted by a subsidy cut coming for Chinese car buyers in 2022. Buyers rushed to get a slightly better deal. The Chinese purchase subsidy for an EV is about 10,000 Yuan, ($1,500), from 14,400 Yuan ($2,200). The $700 difference amounts to about a 2% price bump for typical EVs.</p><p><blockquote>2022 年中国汽车买家补贴削减可能会提振所有电动汽车生产商 12 月份的汽车交付量。买家争先恐后地争取稍微好一点的交易。中国对电动汽车的购买补贴约为 10,000 元人民币（1,500 美元），从 14,400 元人民币（2,200 美元）起。700 美元的差价相当于典型电动汽车的价格上涨约 2%。</blockquote></p><p>Falling subsidies are one factor investors will have to consider regarding Tesla and Chinese EV makers in 2022. But higher December deliveries mean that earnings estimates for NIO, XPeng, Li, and likely Tesla, will rise in coming weeks. More cars than expected means more sales and better bottom line results.</p><p><blockquote>补贴下降是投资者在 2022 年必须考虑的有关特斯拉和中国电动汽车制造商的因素之一。但 12 月份交付量的增加意味着蔚来、小鹏汽车、理想汽车以及可能还有特斯拉的盈利预期将在未来几周上升。比预期更多的汽车意味着更多的销量和更好的利润。</blockquote></p><p>Strong delivery results might also help shares early in 2022. Shares of Tesla, XPeng and Li had a good to great 2021, gaining 50%, 18% and 11%, respectively. NIO shares struggled, dropping 35% in 2021. The S&amp;P 500 and Dow Jones Industrial Average gained 27% and 19%, respectively.</p><p><blockquote>强劲的交付业绩也可能有助于 2022 年初的股价上涨。特斯拉、小鹏和理想的股价在 2021 年表现良好，分别上涨 50%、18% 和 11%。蔚来股价举步维艰，2021 年下跌 35%。标普500和道琼斯工业平均指数分别上涨27%和19%。</blockquote></p><p>Starting valuation is one reason for NIO stock’s struggles. Even after underperforming, NIO’s market capitalization is about $54 billion, more than the $43 billion market cap of XPeng and the $33 billion market cap of Li.</p><p><blockquote>起始估值是蔚来股票陷入困境的原因之一。即使表现不佳，蔚来的市值也约为 540 亿美元，超过了小鹏汽车的 430 亿美元市值和李汽车的 330 亿美元市值。</blockquote></p><p>Tesla, of course, ended 2021 with a market capitalization north of $1 trillion. It’s expected to deliver about 900,000 vehicles for 2021.</p><p><blockquote>当然，特斯拉在 2021 年底的市值超过 1 万亿美元。预计 2021 年将交付约 90 万辆汽车。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","source":"market_watch","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>XPeng, NIO, Li Auto Report Big December Deliveries. That’s Good For Tesla<blockquote>小鹏汽车、蔚来、理想汽车报告 12 月份交付量较大。这对特斯拉有好处</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\">\nXPeng, NIO, Li Auto Report Big December Deliveries. That’s Good For Tesla<blockquote>小鹏汽车、蔚来、理想汽车报告 12 月份交付量较大。这对特斯拉有好处</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2022-01-02 09:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The three U.S.-listed Chinese electric vehicle makers started 2022 off with a bang, all reporting big delivery figures for December.</p><p><blockquote><html><head></head><body>这三家在美国上市的中国电动汽车制造商在 2022 年开局强劲，均公布了 12 月份的大幅交付数据。</body></html></blockquote></p><p>NIO (ticker: NIO), XPeng (XPEV) and Li Auto (LI) on Saturday morning each reported deliveries. Combined, the three shipped more than 40,000 units. That’s a monthly record and is one sign that Tesla (TSLA) should post its own big number when it reports fourth delivery figures in coming days.</p><p><blockquote>蔚来（股票代码：蔚来）、小鹏汽车（XPEV）和理想汽车（LI）周六上午分别报告了交付情况。三家公司总共出货量超过 40,000 台。这是一个月度记录，也是特斯拉（TSLA）在未来几天公布第四次交付数据时应该公布自己的大数据的一个迹象。</blockquote></p><p>About 25% of all Tesla deliveries are generated in China. Investors expect Tesla to report north of 280,000 deliveries worldwide for the fourth quarter.</p><p><blockquote>大约25%的特斯拉交付是在中国产生的。投资者预计特斯拉第四季度全球交付量将超过 28 万辆。</blockquote></p><p>Among the Chinese three, XPeng took the December, and 2021, crown reporting 16,000 deliveries, a new monthly record. For all of 2021, XPeng delivered 98,155 vehicles, up 263% compared with 2020.</p><p><blockquote>在中国三家汽车公司中，小鹏汽车在 12 月和 2021 年的交付量为 16,000 辆，创下了新的月度纪录。2021年全年，小鹏汽车交付量为98,155辆，较2020年增长263%。</blockquote></p><p>Li delivered 14,087 units in December. That’s a monthly record for Li too. For all of 2021, Li delivered 90,491 vehicles, up 177% compared with 2020.</p><p><blockquote>李 12 月份交付了 14,087 辆。这也是李的月度纪录。2021年全年，理想交付了90,491辆汽车，比2020年增长177%。</blockquote></p><p>NIO didn’t set a new monthly record, just missing it by a few hundred units. The company shipped 10,489 vehicles in December. NIO’s monthly delivery record came in November, when it shipped 10,878 units. For the full year, NIO delivered 91,429 vehicles in 2021, up 109% compared with 2020.</p><p><blockquote>蔚来没有创下新的月度纪录，只是少了几百个单位。该公司12月份出货量为10,489辆。蔚来的月度交付记录出现在 11 月份，当时出货量为 10,878 辆。2021年全年，蔚来交付了91,429辆汽车，比2020年增长了109%。</blockquote></p><p>Even though XPeng delivered more cars in 2021, NIO has still delivered the most of the three over the company’s life. NIO has delivered more than 167,000 vehicles life to date. XPeng and Li have delivered about 125,000 and 123,000 vehicle, respectively.</p><p><blockquote>尽管小鹏汽车在 2021 年交付了更多汽车，但在公司有生之年，蔚来仍然交付了三辆汽车中最多的一辆。迄今为止，蔚来已交付超过 167,000 辆汽车。小鹏汽车和理想汽车已分别交付约12.5万辆和12.3万辆汽车。</blockquote></p><p>December vehicle deliveries for all EV producers might have been boosted by a subsidy cut coming for Chinese car buyers in 2022. Buyers rushed to get a slightly better deal. The Chinese purchase subsidy for an EV is about 10,000 Yuan, ($1,500), from 14,400 Yuan ($2,200). The $700 difference amounts to about a 2% price bump for typical EVs.</p><p><blockquote>2022 年中国汽车买家补贴削减可能会提振所有电动汽车生产商 12 月份的汽车交付量。买家争先恐后地争取稍微好一点的交易。中国对电动汽车的购买补贴约为 10,000 元人民币（1,500 美元），从 14,400 元人民币（2,200 美元）起。700 美元的差价相当于典型电动汽车的价格上涨约 2%。</blockquote></p><p>Falling subsidies are one factor investors will have to consider regarding Tesla and Chinese EV makers in 2022. But higher December deliveries mean that earnings estimates for NIO, XPeng, Li, and likely Tesla, will rise in coming weeks. More cars than expected means more sales and better bottom line results.</p><p><blockquote>补贴下降是投资者在 2022 年必须考虑的有关特斯拉和中国电动汽车制造商的因素之一。但 12 月份交付量的增加意味着蔚来、小鹏汽车、理想汽车以及可能还有特斯拉的盈利预期将在未来几周上升。比预期更多的汽车意味着更多的销量和更好的利润。</blockquote></p><p>Strong delivery results might also help shares early in 2022. Shares of Tesla, XPeng and Li had a good to great 2021, gaining 50%, 18% and 11%, respectively. NIO shares struggled, dropping 35% in 2021. The S&amp;P 500 and Dow Jones Industrial Average gained 27% and 19%, respectively.</p><p><blockquote>强劲的交付业绩也可能有助于 2022 年初的股价上涨。特斯拉、小鹏和理想的股价在 2021 年表现良好，分别上涨 50%、18% 和 11%。蔚来股价举步维艰，2021 年下跌 35%。标普500和道琼斯工业平均指数分别上涨27%和19%。</blockquote></p><p>Starting valuation is one reason for NIO stock’s struggles. Even after underperforming, NIO’s market capitalization is about $54 billion, more than the $43 billion market cap of XPeng and the $33 billion market cap of Li.</p><p><blockquote>起始估值是蔚来股票陷入困境的原因之一。即使表现不佳，蔚来的市值也约为 540 亿美元，超过了小鹏汽车的 430 亿美元市值和李汽车的 330 亿美元市值。</blockquote></p><p>Tesla, of course, ended 2021 with a market capitalization north of $1 trillion. It’s expected to deliver about 900,000 vehicles for 2021.</p><p><blockquote>当然，特斯拉在 2021 年底的市值超过 1 万亿美元。预计 2021 年将交付约 90 万辆汽车。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/articles/xpeng-nio-li-auto-report-big-december-deliveries-thats-good-for-tesla-51641056522?mod=newsviewer_click_seemore\">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":{"XPEV":"小鹏集团","NIO":"蔚来","TSLA":"特斯拉","LI":"理想汽车"},"source_url":"https://www.marketwatch.com/articles/xpeng-nio-li-auto-report-big-december-deliveries-thats-good-for-tesla-51641056522?mod=newsviewer_click_seemore","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1173416252","content_text":"The three U.S.-listed Chinese electric vehicle makers started 2022 off with a bang, all reporting big delivery figures for December.NIO (ticker: NIO), XPeng (XPEV) and Li Auto (LI) on Saturday morning each reported deliveries. Combined, the three shipped more than 40,000 units. That’s a monthly record and is one sign that Tesla (TSLA) should post its own big number when it reports fourth delivery figures in coming days.About 25% of all Tesla deliveries are generated in China. Investors expect Tesla to report north of 280,000 deliveries worldwide for the fourth quarter.Among the Chinese three, XPeng took the December, and 2021, crown reporting 16,000 deliveries, a new monthly record. For all of 2021, XPeng delivered 98,155 vehicles, up 263% compared with 2020.Li delivered 14,087 units in December. That’s a monthly record for Li too. For all of 2021, Li delivered 90,491 vehicles, up 177% compared with 2020.NIO didn’t set a new monthly record, just missing it by a few hundred units. The company shipped 10,489 vehicles in December. NIO’s monthly delivery record came in November, when it shipped 10,878 units. For the full year, NIO delivered 91,429 vehicles in 2021, up 109% compared with 2020.Even though XPeng delivered more cars in 2021, NIO has still delivered the most of the three over the company’s life. NIO has delivered more than 167,000 vehicles life to date. XPeng and Li have delivered about 125,000 and 123,000 vehicle, respectively.December vehicle deliveries for all EV producers might have been boosted by a subsidy cut coming for Chinese car buyers in 2022. Buyers rushed to get a slightly better deal. The Chinese purchase subsidy for an EV is about 10,000 Yuan, ($1,500), from 14,400 Yuan ($2,200). The $700 difference amounts to about a 2% price bump for typical EVs.Falling subsidies are one factor investors will have to consider regarding Tesla and Chinese EV makers in 2022. But higher December deliveries mean that earnings estimates for NIO, XPeng, Li, and likely Tesla, will rise in coming weeks. More cars than expected means more sales and better bottom line results.Strong delivery results might also help shares early in 2022. Shares of Tesla, XPeng and Li had a good to great 2021, gaining 50%, 18% and 11%, respectively. NIO shares struggled, dropping 35% in 2021. The S&P 500 and Dow Jones Industrial Average gained 27% and 19%, respectively.Starting valuation is one reason for NIO stock’s struggles. Even after underperforming, NIO’s market capitalization is about $54 billion, more than the $43 billion market cap of XPeng and the $33 billion market cap of Li.Tesla, of course, ended 2021 with a market capitalization north of $1 trillion. It’s expected to deliver about 900,000 vehicles for 2021.","news_type":1,"symbols_score_info":{"TSLA":0.9,"LI":0.9,"XPEV":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":1088,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692868480,"gmtCreate":1640917283965,"gmtModify":1640917284223,"author":{"id":"3586853256703013","authorId":"3586853256703013","name":"aprilialand","avatar":"https://static.tigerbbs.com/ad4187787e31be179ad7d058aee6bd08","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586853256703013","authorIdStr":"3586853256703013"},"themes":[],"title":"","htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/692868480","repostId":"1165872157","repostType":4,"repost":{"id":"1165872157","kind":"news","pubTimestamp":1640916426,"share":"https://www.laohunote.com/m/news/1165872157?lang=zh_CN&edition=full","pubTime":"2021-12-31 10:07","market":"us","language":"en","title":"Why Nio, EVgo, and XL Fleet Stocks Jumped Today<blockquote>为什么蔚来、EVgo 和 XL 车队股票今天上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1165872157","media":"Motley Fool","summary":"What happenedOne day after the American depositary shares of Chinese EV maker Nio(NYSE:NIO)hit their","content":"<p><html><head></head><body>What happened</p><p><blockquote><html><head></head><body>发生了什么事</body></html></blockquote></p><p>One day after the American depositary shares of Chinese EV maker <b>Nio</b>(NYSE:NIO)hit their lowest level in over a year, the shares are jumping today. And the stocks of EV-charging network company <b>EVgo</b>(NASDAQ:EVGO)and vehicle electrification company <b>XL Fleet</b>(NYSE:XL)are also on the rise. The stocks had moved as follows as today:</p><p><blockquote>中国电动汽车制造商美国存托股票上市一天后<b>蔚来</b>（纽约证券交易所股票代码：NIO）跌至一年多来的最低水平，今天股价上涨。以及电动汽车充电网络公司股票<b>埃夫戈</b>（纳斯达克股票代码：EVGO）和汽车电气化公司<b>XL舰队</b>（纽约证券交易所股票代码：XL）也在上升。今天股票走势如下：</blockquote></p><p><ul><li>Nio shares up 14.76%</li><li>EVgo shares up 9.08%</li><li>XL Fleet shares up 7.9%</li></ul>So what</p><p><blockquote><ul><li>蔚来股价上涨14.76%</li><li>EVgo股价上涨9.08%</li><li>XL Fleet 股价上涨 7.9%</li></ul>那又怎样</blockquote></p><p>The thing is, these stocks have very little in common, other than the glaring fact that they all are in the electric vehicle sector. And that tells the story of today&#39;s big moves. Though these businesses have not exactly been moving in the same direction, the stock prices have. They are all down significantly in 2021. XL Fleet shares have dropped 59% year to date, while EVgo and Nio stocks are down 37% and 35%, respectively. But the businesses aren&#39;t quite as synchronized. Nio&#39;s sales are growing quickly, and it announced some exciting plans for next year, including the introduction of its latest EV that it hopes will challenge the <b>Tesla</b> Model 3.</p><p><blockquote>问题是，这些股票几乎没有什么共同之处，除了它们都属于电动汽车行业这一明显事实。这就是今天大动作的故事。尽管这些业务并没有朝着完全相同的方向发展，但股价却朝着同一个方向发展。它们在2021年都大幅下降。今年迄今为止，XL Fleet 股价已下跌 59%，而 EVgo 和蔚来股价分别下跌 37% 和 35%。但业务并不完全同步。蔚来汽车的销量正在快速增长，并宣布了明年一些令人兴奋的计划，包括推出其最新的电动汽车，希望能够挑战<b>特斯拉</b>模型3。</blockquote></p><p>Nio told investors it expects to begin deliveries of the new ET5 in the fourth quarter of 2022.</p><p><blockquote>蔚来告诉投资者，预计将于 2022 年第四季度开始交付新款 ET5。</blockquote></p><p>Now what</p><p><blockquote>现在呢</blockquote></p><p>Nio is clearly the largest of these stocks, and likely the closest to profitability. With today&#39;s move, Nio has a market capitalization of about $52 billion. Compare that to EVgo&#39;s valuation of $2.7 billion and XL Fleet at just over $500 million. There&#39;s a good reason for that, too.</p><p><blockquote>蔚来显然是这些股票中最大的，也可能是最接近盈利的。随着今天的举措，蔚来的市值约为 520 亿美元。相比之下，EVgo 的估值为 27 亿美元，XL 车队的估值略高于 5 亿美元。这也是有充分理由的。</blockquote></p><p>In addition to Nio&#39;s new ET5 coming late next year, it will begin selling its new, larger luxury sedan in March 2022. And beyond the ET5 and larger ET7, Nio has said it plans a third new offering next year. That may come from a collaboration with the largest automotive company in China, but it has yet to be officially announced.</p><p><blockquote>除了明年年底推出的新款 ET5 之外，蔚来还将于 2022 年 3 月开始销售其新款更大的豪华轿车。除了 ET5 和更大的 ET7 之外，蔚来还表示计划明年推出第三款新产品。这可能来自与中国最大的汽车公司的合作，但尚未正式宣布。</blockquote></p><p>Nio is also continuing to move outside of China as it expands the growth it began in Europe in 2021. EVgo and XL Fleet also have plans to grow, but the results are coming much slower than with Nio. XL Fleet, for example, saw its third-quarter revenue nearly cut in half compared to the third quarter of 2020. XL Fleet converts internal combustion-powered vehicles to plug-in hybrid electric power. It also plans to have a fully electrical conversion solution soon. But as auto manufacturers have struggled to keep up with demand amid supply chain constraints this year, the company hasn&#39;t been able to drive the growth it had hoped for.</p><p><blockquote>蔚来也在继续走出中国，扩大2021年在欧洲开始的增长。EVgo 和 XL Fleet 也有增长计划，但结果比蔚来慢得多。例如，XL Fleet 第三季度的收入与 2020 年第三季度相比几乎减少了一半。XL车队将内燃机动力汽车转换为插电式混合动力电力。它还计划很快拥有全电动转换解决方案。但由于今年供应链限制，汽车制造商难以满足需求，该公司未能推动其希望的增长。</blockquote></p><p>However, XL Fleet recently announced it has grown its relationship with utility-scale wind and solar power facilities operators for charging infrastructure to support the fleet vehicles it has already provided. It is also in a pilot program with the Department of Defense that it hopes could grow into a large opportunity.</p><p><blockquote>然而，XL Fleet 最近宣布，它已与公用事业规模的风能和太阳能设施运营商建立了充电基础设施，以支持其已经提供的车队车辆。它还希望在与国防部的试点项目中发展成为一个巨大的机会。</blockquote></p><p>So while Nio and EVgo are growing as EV demand and adoption grows, XL Fleet is struggling at this point. That partially explains the vast disparity in the valuations assigned by investors. But for today, they are all being lumped in the same boat as investors are pushing EV sector names higher moving into the final trading day of the year.</p><p><blockquote>因此，虽然蔚来和 EVgo 随着电动汽车需求和采用的增长而增长，但 XL 车队目前却举步维艰。这在一定程度上解释了投资者估值的巨大差异。但今天，随着投资者在今年最后一个交易日推动电动汽车板块走高，它们都被归为同一条船上。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Nio, EVgo, and XL Fleet Stocks Jumped Today<blockquote>为什么蔚来、EVgo 和 XL 车队股票今天上涨</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Nio, EVgo, and XL Fleet Stocks Jumped Today<blockquote>为什么蔚来、EVgo 和 XL 车队股票今天上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-31 10:07</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>What happened</p><p><blockquote><html><head></head><body>发生了什么事</body></html></blockquote></p><p>One day after the American depositary shares of Chinese EV maker <b>Nio</b>(NYSE:NIO)hit their lowest level in over a year, the shares are jumping today. And the stocks of EV-charging network company <b>EVgo</b>(NASDAQ:EVGO)and vehicle electrification company <b>XL Fleet</b>(NYSE:XL)are also on the rise. The stocks had moved as follows as today:</p><p><blockquote>中国电动汽车制造商美国存托股票上市一天后<b>蔚来</b>（纽约证券交易所股票代码：NIO）跌至一年多来的最低水平，今天股价上涨。以及电动汽车充电网络公司股票<b>埃夫戈</b>（纳斯达克股票代码：EVGO）和汽车电气化公司<b>XL舰队</b>（纽约证券交易所股票代码：XL）也在上升。今天股票走势如下：</blockquote></p><p><ul><li>Nio shares up 14.76%</li><li>EVgo shares up 9.08%</li><li>XL Fleet shares up 7.9%</li></ul>So what</p><p><blockquote><ul><li>蔚来股价上涨14.76%</li><li>EVgo股价上涨9.08%</li><li>XL Fleet 股价上涨 7.9%</li></ul>那又怎样</blockquote></p><p>The thing is, these stocks have very little in common, other than the glaring fact that they all are in the electric vehicle sector. And that tells the story of today&#39;s big moves. Though these businesses have not exactly been moving in the same direction, the stock prices have. They are all down significantly in 2021. XL Fleet shares have dropped 59% year to date, while EVgo and Nio stocks are down 37% and 35%, respectively. But the businesses aren&#39;t quite as synchronized. Nio&#39;s sales are growing quickly, and it announced some exciting plans for next year, including the introduction of its latest EV that it hopes will challenge the <b>Tesla</b> Model 3.</p><p><blockquote>问题是，这些股票几乎没有什么共同之处，除了它们都属于电动汽车行业这一明显事实。这就是今天大动作的故事。尽管这些业务并没有朝着完全相同的方向发展，但股价却朝着同一个方向发展。它们在2021年都大幅下降。今年迄今为止，XL Fleet 股价已下跌 59%，而 EVgo 和蔚来股价分别下跌 37% 和 35%。但业务并不完全同步。蔚来汽车的销量正在快速增长，并宣布了明年一些令人兴奋的计划，包括推出其最新的电动汽车，希望能够挑战<b>特斯拉</b>模型3。</blockquote></p><p>Nio told investors it expects to begin deliveries of the new ET5 in the fourth quarter of 2022.</p><p><blockquote>蔚来告诉投资者，预计将于 2022 年第四季度开始交付新款 ET5。</blockquote></p><p>Now what</p><p><blockquote>现在呢</blockquote></p><p>Nio is clearly the largest of these stocks, and likely the closest to profitability. With today&#39;s move, Nio has a market capitalization of about $52 billion. Compare that to EVgo&#39;s valuation of $2.7 billion and XL Fleet at just over $500 million. There&#39;s a good reason for that, too.</p><p><blockquote>蔚来显然是这些股票中最大的，也可能是最接近盈利的。随着今天的举措，蔚来的市值约为 520 亿美元。相比之下，EVgo 的估值为 27 亿美元，XL 车队的估值略高于 5 亿美元。这也是有充分理由的。</blockquote></p><p>In addition to Nio&#39;s new ET5 coming late next year, it will begin selling its new, larger luxury sedan in March 2022. And beyond the ET5 and larger ET7, Nio has said it plans a third new offering next year. That may come from a collaboration with the largest automotive company in China, but it has yet to be officially announced.</p><p><blockquote>除了明年年底推出的新款 ET5 之外，蔚来还将于 2022 年 3 月开始销售其新款更大的豪华轿车。除了 ET5 和更大的 ET7 之外，蔚来还表示计划明年推出第三款新产品。这可能来自与中国最大的汽车公司的合作，但尚未正式宣布。</blockquote></p><p>Nio is also continuing to move outside of China as it expands the growth it began in Europe in 2021. EVgo and XL Fleet also have plans to grow, but the results are coming much slower than with Nio. XL Fleet, for example, saw its third-quarter revenue nearly cut in half compared to the third quarter of 2020. XL Fleet converts internal combustion-powered vehicles to plug-in hybrid electric power. It also plans to have a fully electrical conversion solution soon. But as auto manufacturers have struggled to keep up with demand amid supply chain constraints this year, the company hasn&#39;t been able to drive the growth it had hoped for.</p><p><blockquote>蔚来也在继续走出中国，扩大2021年在欧洲开始的增长。EVgo 和 XL Fleet 也有增长计划，但结果比蔚来慢得多。例如，XL Fleet 第三季度的收入与 2020 年第三季度相比几乎减少了一半。XL车队将内燃机动力汽车转换为插电式混合动力电力。它还计划很快拥有全电动转换解决方案。但由于今年供应链限制，汽车制造商难以满足需求，该公司未能推动其希望的增长。</blockquote></p><p>However, XL Fleet recently announced it has grown its relationship with utility-scale wind and solar power facilities operators for charging infrastructure to support the fleet vehicles it has already provided. It is also in a pilot program with the Department of Defense that it hopes could grow into a large opportunity.</p><p><blockquote>然而，XL Fleet 最近宣布，它已与公用事业规模的风能和太阳能设施运营商建立了充电基础设施，以支持其已经提供的车队车辆。它还希望在与国防部的试点项目中发展成为一个巨大的机会。</blockquote></p><p>So while Nio and EVgo are growing as EV demand and adoption grows, XL Fleet is struggling at this point. That partially explains the vast disparity in the valuations assigned by investors. But for today, they are all being lumped in the same boat as investors are pushing EV sector names higher moving into the final trading day of the year.</p><p><blockquote>因此，虽然蔚来和 EVgo 随着电动汽车需求和采用的增长而增长，但 XL 车队目前却举步维艰。这在一定程度上解释了投资者估值的巨大差异。但今天，随着投资者在今年最后一个交易日推动电动汽车板块走高，它们都被归为同一条船上。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/30/why-nio-evgo-and-xl-fleet-stocks-jumped-today/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"EVGO":"EVgo Inc.","NIO":"蔚来"},"source_url":"https://www.fool.com/investing/2021/12/30/why-nio-evgo-and-xl-fleet-stocks-jumped-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165872157","content_text":"What happenedOne day after the American depositary shares of Chinese EV maker Nio(NYSE:NIO)hit their lowest level in over a year, the shares are jumping today. And the stocks of EV-charging network company EVgo(NASDAQ:EVGO)and vehicle electrification company XL Fleet(NYSE:XL)are also on the rise. The stocks had moved as follows as today:Nio shares up 14.76%EVgo shares up 9.08%XL Fleet shares up 7.9%So whatThe thing is, these stocks have very little in common, other than the glaring fact that they all are in the electric vehicle sector. And that tells the story of today's big moves. Though these businesses have not exactly been moving in the same direction, the stock prices have. They are all down significantly in 2021. XL Fleet shares have dropped 59% year to date, while EVgo and Nio stocks are down 37% and 35%, respectively. But the businesses aren't quite as synchronized. Nio's sales are growing quickly, and it announced some exciting plans for next year, including the introduction of its latest EV that it hopes will challenge the Tesla Model 3.Nio told investors it expects to begin deliveries of the new ET5 in the fourth quarter of 2022.Now whatNio is clearly the largest of these stocks, and likely the closest to profitability. With today's move, Nio has a market capitalization of about $52 billion. Compare that to EVgo's valuation of $2.7 billion and XL Fleet at just over $500 million. There's a good reason for that, too.In addition to Nio's new ET5 coming late next year, it will begin selling its new, larger luxury sedan in March 2022. And beyond the ET5 and larger ET7, Nio has said it plans a third new offering next year. That may come from a collaboration with the largest automotive company in China, but it has yet to be officially announced.Nio is also continuing to move outside of China as it expands the growth it began in Europe in 2021. EVgo and XL Fleet also have plans to grow, but the results are coming much slower than with Nio. XL Fleet, for example, saw its third-quarter revenue nearly cut in half compared to the third quarter of 2020. XL Fleet converts internal combustion-powered vehicles to plug-in hybrid electric power. It also plans to have a fully electrical conversion solution soon. But as auto manufacturers have struggled to keep up with demand amid supply chain constraints this year, the company hasn't been able to drive the growth it had hoped for.However, XL Fleet recently announced it has grown its relationship with utility-scale wind and solar power facilities operators for charging infrastructure to support the fleet vehicles it has already provided. It is also in a pilot program with the Department of Defense that it hopes could grow into a large opportunity.So while Nio and EVgo are growing as EV demand and adoption grows, XL Fleet is struggling at this point. That partially explains the vast disparity in the valuations assigned by investors. But for today, they are all being lumped in the same boat as investors are pushing EV sector names higher moving into the final trading day of the year.","news_type":1,"symbols_score_info":{"NIO":0.9,"EVGO":0.9,"XL":0.9}},"isVote":1,"tweetType":1,"viewCount":1358,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692902126,"gmtCreate":1640820889589,"gmtModify":1640820889848,"author":{"id":"3586853256703013","authorId":"3586853256703013","name":"aprilialand","avatar":"https://static.tigerbbs.com/ad4187787e31be179ad7d058aee6bd08","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586853256703013","authorIdStr":"3586853256703013"},"themes":[],"title":"","htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/692902126","repostId":"2195466435","repostType":4,"isVote":1,"tweetType":1,"viewCount":1171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696467902,"gmtCreate":1640749786434,"gmtModify":1640749786697,"author":{"id":"3586853256703013","authorId":"3586853256703013","name":"aprilialand","avatar":"https://static.tigerbbs.com/ad4187787e31be179ad7d058aee6bd08","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586853256703013","authorIdStr":"3586853256703013"},"themes":[],"title":"","htmlText":"up and up","listText":"up and up","text":"up and up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/696467902","repostId":"1169856412","repostType":4,"repost":{"id":"1169856412","kind":"news","pubTimestamp":1640748590,"share":"https://www.laohunote.com/m/news/1169856412?lang=zh_CN&edition=full","pubTime":"2021-12-29 11:29","market":"us","language":"en","title":"Here’s What Apple Stock Needs To Hit To Be Worth $3 Trillion<blockquote>以下是苹果股票要达到 3 万亿美元的价值需要达到的水平</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1169856412","media":"TheStreet","summary":"Apple (AAPL) stock is again back in the spotlight on Tuesday.\nNot that it’s hard for the tech giant ","content":"<p>Apple&nbsp;(<b>AAPL</b>)&nbsp;stock is again back in the spotlight on Tuesday.</p><p><blockquote>苹果（<b>苹果</b>) 周二，股票再次成为焦点。</blockquote></p><p> Not that it’s hard for the tech giant to find itself there, but it comes as the stock makes another push back to&nbsp;the $3 trillion market cap level.</p><p><blockquote>这并不是说这家科技巨头很难跻身这一行列，但正值该股再次回到 3 万亿美元市值水平之际。</blockquote></p><p> To get there, Apple stock needs to climb to roughly $182.85 — let’s just call it $183.</p><p><blockquote>要实现这一目标，苹果股价需要攀升至 182.85 美元左右，看涨期权为 183 美元。</blockquote></p><p> What’s been difficult is that the $180 area has become an area of resistance.</p><p><blockquote>困难的是，180 美元区域已成为阻力区域。</blockquote></p><p> We have actually been pretty fortunate when it comes to trading Apple stock.</p><p><blockquote>在交易苹果股票方面，我们实际上相当幸运。</blockquote></p><p> On its first push to the $3 trillion level, we were selling the news and&nbsp;looking for a bearish reversal.</p><p><blockquote>在首次突破 3 万亿美元水平时，我们正在抛售消息并寻找看跌反转。</blockquote></p><p> That worked out as Apple corrected lower. However, that set up a&nbsp;pretty sweet bounce play&nbsp;that has been paying traders pretty well over the past few days.</p><p><blockquote>随着苹果修正走低，这种情况得到了解决。然而，这创造了一个相当甜蜜的反弹游戏，在过去几天里给交易者带来了相当高的回报。</blockquote></p><p> At the risk of over-saturating our Apple discussion, how do the charts look now as it makes another push back up toward this key zone?</p><p><blockquote>冒着让我们的苹果讨论过度饱和的风险，当它再次向这个关键区域推进时，图表现在看起来如何？</blockquote></p><p> Trading Apple Stock</p><p><blockquote>交易苹果股票</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/29cb7696d6e38eacaddae770a857ff3d\" tg-width=\"1200\" tg-height=\"741\" width=\"100%\" height=\"auto\"><span>Daily chart of Apple stock.Chart courtesy of TrendSpider.com</span></p><p><blockquote><p class=\"t-img-caption\"><span>苹果股票日线图。图表由 TrendSpider.com 提供</span></p></blockquote></p><p> Apple’s powerful bounce off the 21-day moving average and rotation up through the 10-day has given the stock new life.</p><p><blockquote>苹果从 21 日移动平均线强劲反弹，并在 10 日移动平均线中向上轮动，赋予了该股新的生命。</blockquote></p><p> However, this $180 zone has been tricky thus far. One will notice how the stock tested up into this area on Tuesday and then struggled.</p><p><blockquote>然而，到目前为止，180 美元区域一直很棘手。人们会注意到该股周二如何测试这一区域，然后陷入困境。</blockquote></p><p> It’s not unlike what we’re seeing&nbsp;with Meta&nbsp;(<b>MVRS</b>), although admittedly, the stock is not trading at all-time highs.</p><p><blockquote>这与我们在 Meta 上看到的情况并无二致（<b>MVRS</b>），尽管不可否认的是，该股的交易价格并没有达到历史高点。</blockquote></p><p> From here, bulls want to see a push up through the all-time high, at $182.13. That opens the door directly to the $3 trillion market cap level — at $182.85-ish — and more new highs.</p><p><blockquote>从这里开始，多头希望看到突破182.13美元的历史高点。这直接打开了通往 3 万亿美元市值水平（约 182.85 美元）和更多新高的大门。</blockquote></p><p> The flip side of that scenario is that the $180 area holds as resistance.</p><p><blockquote>这种情况的另一面是 180 美元区域仍然是阻力位。</blockquote></p><p> In that case, I want to see the 10-day moving average hold as support on the pullback. A break of this level puts the 21-day moving average back in play again, but it would be much healthier for the former to hold as support and for the latter to not be tested.</p><p><blockquote>在这种情况下，我希望看到 10 日移动平均线作为回调的支撑。突破这一水平将使 21 日移动平均线再次发挥作用，但前者作为支撑而后者不接受测试会更健康。</blockquote></p><p> In either scenario — the breakout or the pullback — investors will ultimately be looking for $3 trillion and new all-time highs eventually.</p><p><blockquote>无论哪种情况——突破还是回调——投资者最终都将寻求 3 万亿美元和历史新高。</blockquote></p><p> <i>When</i>&nbsp;Apple gets there — not if — it will have longer-term bulls sniffing for the $188 to $194 area, where the stock finds multiple upside extension levels.</p><p><blockquote><i>何时</i>苹果到达那里——如果——它将有长期多头嗅探 188 美元至 194 美元区域，该股在该区域找到多个上行延伸水平。</blockquote></p><p> Above $195 and the obvious is in play: $200.</p><p><blockquote>超过195美元，显而易见的是：200美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here’s What Apple Stock Needs To Hit To Be Worth $3 Trillion<blockquote>以下是苹果股票要达到 3 万亿美元的价值需要达到的水平</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\">\nHere’s What Apple Stock Needs To Hit To Be Worth $3 Trillion<blockquote>以下是苹果股票要达到 3 万亿美元的价值需要达到的水平</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-12-29 11:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple&nbsp;(<b>AAPL</b>)&nbsp;stock is again back in the spotlight on Tuesday.</p><p><blockquote>苹果（<b>苹果</b>) 周二，股票再次成为焦点。</blockquote></p><p> Not that it’s hard for the tech giant to find itself there, but it comes as the stock makes another push back to&nbsp;the $3 trillion market cap level.</p><p><blockquote>这并不是说这家科技巨头很难跻身这一行列，但正值该股再次回到 3 万亿美元市值水平之际。</blockquote></p><p> To get there, Apple stock needs to climb to roughly $182.85 — let’s just call it $183.</p><p><blockquote>要实现这一目标，苹果股价需要攀升至 182.85 美元左右，看涨期权为 183 美元。</blockquote></p><p> What’s been difficult is that the $180 area has become an area of resistance.</p><p><blockquote>困难的是，180 美元区域已成为阻力区域。</blockquote></p><p> We have actually been pretty fortunate when it comes to trading Apple stock.</p><p><blockquote>在交易苹果股票方面，我们实际上相当幸运。</blockquote></p><p> On its first push to the $3 trillion level, we were selling the news and&nbsp;looking for a bearish reversal.</p><p><blockquote>在首次突破 3 万亿美元水平时，我们正在抛售消息并寻找看跌反转。</blockquote></p><p> That worked out as Apple corrected lower. However, that set up a&nbsp;pretty sweet bounce play&nbsp;that has been paying traders pretty well over the past few days.</p><p><blockquote>随着苹果修正走低，这种情况得到了解决。然而，这创造了一个相当甜蜜的反弹游戏，在过去几天里给交易者带来了相当高的回报。</blockquote></p><p> At the risk of over-saturating our Apple discussion, how do the charts look now as it makes another push back up toward this key zone?</p><p><blockquote>冒着让我们的苹果讨论过度饱和的风险，当它再次向这个关键区域推进时，图表现在看起来如何？</blockquote></p><p> Trading Apple Stock</p><p><blockquote>交易苹果股票</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/29cb7696d6e38eacaddae770a857ff3d\" tg-width=\"1200\" tg-height=\"741\" width=\"100%\" height=\"auto\"><span>Daily chart of Apple stock.Chart courtesy of TrendSpider.com</span></p><p><blockquote><p class=\"t-img-caption\"><span>苹果股票日线图。图表由 TrendSpider.com 提供</span></p></blockquote></p><p> Apple’s powerful bounce off the 21-day moving average and rotation up through the 10-day has given the stock new life.</p><p><blockquote>苹果从 21 日移动平均线强劲反弹，并在 10 日移动平均线中向上轮动，赋予了该股新的生命。</blockquote></p><p> However, this $180 zone has been tricky thus far. One will notice how the stock tested up into this area on Tuesday and then struggled.</p><p><blockquote>然而，到目前为止，180 美元区域一直很棘手。人们会注意到该股周二如何测试这一区域，然后陷入困境。</blockquote></p><p> It’s not unlike what we’re seeing&nbsp;with Meta&nbsp;(<b>MVRS</b>), although admittedly, the stock is not trading at all-time highs.</p><p><blockquote>这与我们在 Meta 上看到的情况并无二致（<b>MVRS</b>），尽管不可否认的是，该股的交易价格并没有达到历史高点。</blockquote></p><p> From here, bulls want to see a push up through the all-time high, at $182.13. That opens the door directly to the $3 trillion market cap level — at $182.85-ish — and more new highs.</p><p><blockquote>从这里开始，多头希望看到突破182.13美元的历史高点。这直接打开了通往 3 万亿美元市值水平（约 182.85 美元）和更多新高的大门。</blockquote></p><p> The flip side of that scenario is that the $180 area holds as resistance.</p><p><blockquote>这种情况的另一面是 180 美元区域仍然是阻力位。</blockquote></p><p> In that case, I want to see the 10-day moving average hold as support on the pullback. A break of this level puts the 21-day moving average back in play again, but it would be much healthier for the former to hold as support and for the latter to not be tested.</p><p><blockquote>在这种情况下，我希望看到 10 日移动平均线作为回调的支撑。突破这一水平将使 21 日移动平均线再次发挥作用，但前者作为支撑而后者不接受测试会更健康。</blockquote></p><p> In either scenario — the breakout or the pullback — investors will ultimately be looking for $3 trillion and new all-time highs eventually.</p><p><blockquote>无论哪种情况——突破还是回调——投资者最终都将寻求 3 万亿美元和历史新高。</blockquote></p><p> <i>When</i>&nbsp;Apple gets there — not if — it will have longer-term bulls sniffing for the $188 to $194 area, where the stock finds multiple upside extension levels.</p><p><blockquote><i>何时</i>苹果到达那里——如果——它将有长期多头嗅探 188 美元至 194 美元区域，该股在该区域找到多个上行延伸水平。</blockquote></p><p> Above $195 and the obvious is in play: $200.</p><p><blockquote>超过195美元，显而易见的是：200美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/investing/trading-apple-aapl-stock-3-trillion-market-cap-end-of-year\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/investing/trading-apple-aapl-stock-3-trillion-market-cap-end-of-year","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169856412","content_text":"Apple (AAPL) stock is again back in the spotlight on Tuesday.\nNot that it’s hard for the tech giant to find itself there, but it comes as the stock makes another push back to the $3 trillion market cap level.\nTo get there, Apple stock needs to climb to roughly $182.85 — let’s just call it $183.\nWhat’s been difficult is that the $180 area has become an area of resistance.\nWe have actually been pretty fortunate when it comes to trading Apple stock.\nOn its first push to the $3 trillion level, we were selling the news and looking for a bearish reversal.\nThat worked out as Apple corrected lower. However, that set up a pretty sweet bounce play that has been paying traders pretty well over the past few days.\nAt the risk of over-saturating our Apple discussion, how do the charts look now as it makes another push back up toward this key zone?\nTrading Apple Stock\nDaily chart of Apple stock.Chart courtesy of TrendSpider.com\nApple’s powerful bounce off the 21-day moving average and rotation up through the 10-day has given the stock new life.\nHowever, this $180 zone has been tricky thus far. One will notice how the stock tested up into this area on Tuesday and then struggled.\nIt’s not unlike what we’re seeing with Meta (MVRS), although admittedly, the stock is not trading at all-time highs.\nFrom here, bulls want to see a push up through the all-time high, at $182.13. That opens the door directly to the $3 trillion market cap level — at $182.85-ish — and more new highs.\nThe flip side of that scenario is that the $180 area holds as resistance.\nIn that case, I want to see the 10-day moving average hold as support on the pullback. A break of this level puts the 21-day moving average back in play again, but it would be much healthier for the former to hold as support and for the latter to not be tested.\nIn either scenario — the breakout or the pullback — investors will ultimately be looking for $3 trillion and new all-time highs eventually.\nWhen Apple gets there — not if — it will have longer-term bulls sniffing for the $188 to $194 area, where the stock finds multiple upside extension levels.\nAbove $195 and the obvious is in play: $200.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696121475,"gmtCreate":1640652125168,"gmtModify":1640652125439,"author":{"id":"3586853256703013","authorId":"3586853256703013","name":"aprilialand","avatar":"https://static.tigerbbs.com/ad4187787e31be179ad7d058aee6bd08","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586853256703013","authorIdStr":"3586853256703013"},"themes":[],"title":"","htmlText":"up pls","listText":"up pls","text":"up pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/696121475","repostId":"1127506895","repostType":4,"repost":{"id":"1127506895","kind":"news","pubTimestamp":1640649773,"share":"https://www.laohunote.com/m/news/1127506895?lang=zh_CN&edition=full","pubTime":"2021-12-28 08:02","market":"sg","language":"en","title":"Singapore Bourse Likely To Bounce Higher Again On Tuesday<blockquote>新加坡股市周二可能再次反弹</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1127506895","media":"RTTNews","summary":"The Singapore stock market on Monday snapped the four-day winning streak in which it had gathered al","content":"<p>The Singapore stock market on Monday snapped the four-day winning streak in which it had gathered almost 35 points or 1.2 percent. The Straits Times Index now sits just beneath the 3,105-point plateau although it's expected to rebound on Tuesday.</p><p><blockquote>新加坡股市周一结束了连续四天的上涨势头，上涨了近35点，涨幅为1.2%。海峡时报指数目前略低于 3,105 点的平台位，但预计周二将反弹。</blockquote></p><p> The global forecast for the Asian&nbsp;marketsis optimistic on easing fears regarding the Omicron variant of the coronavirus. The European markets were mixed and the U.S. bourses were up and the Asian markets figure to split the difference.</p><p><blockquote>亚洲市场的全球预测对缓解对冠状病毒奥密克戎变种的担忧持乐观态度。欧洲市场涨跌互现，美国股市上涨，亚洲市场平分秋色。</blockquote></p><p> The STI finished slightly lower on Monday following losses from the financials, gains from the properties and a mixed picture from the industrials.</p><p><blockquote>受金融股下跌、房地产股上涨以及工业股好坏参半的影响，STI 周一小幅收低。</blockquote></p><p> For the day, the index fell 4.04 points or 0.13 percent to finish at 3,104.24 after trading between 3,104.24 and 3,113.55. Volume was 863.6 million shares worth 394.2 million Singapore dollars. There were 190 gainers and 139 decliners.</p><p><blockquote>当天，该指数下跌 4.04 点或 0.13%，收于 3,104.24 点，交易价格在 3,104.24 至 3,113.55 之间。成交量为8.636亿股，价值3.942亿新加坡元。上涨的有190家，下跌的有139家。</blockquote></p><p> Among the actives, Ascendas REIT and DBS Group both fell 0.34 percent, while CapitaLand Integrated Commercial Trust and Mapletree Commercial Trust both climbed 0.50 percent, City Developments rallied 0.60 percent, Comfort DelGro advanced 0.73 percent, Dairy Farm International surged 2.56 percent, Genting Singapore jumped 0.65 percent, Keppel Corp and Hongkong Land both dropped 0.58 percent, Oversea-Chinese Banking Corporation eased 0.18 percent, SATS rose 0.26 percent, Singapore Exchange spiked 0.98 percent, Singapore Press Holdings added 0.43 percent, Singapore Technologies Engineering shed 0.53 percent, Thai Beverage accelerated 0.76 percent, United Overseas Bank sank 0.60 percent, Wilmar International lost 0.49 percent, Yangzijiang Shipbuilding soared 1.54 percent and Mapletree Logistics Trust, SembCorp Industries, Singapore Airlines and SingTel were unchanged.</p><p><blockquote>资产中，升达房地产投资信托和星展集团均下跌0.34%，凯德综合商业信托和丰树商业信托均上涨0.50%，城市发展上涨0.60%，康富德高涨0.73%，乳业国际飙升2.56%，云顶新加坡上涨0.65%，吉宝集团和香港置地均下跌0.58%，华侨银行下跌0.18%，SATS上涨0.26%，新加坡交易所飙升0.98%，新加坡报业控股上涨0.43%，新加坡科技工程下跌0.53%，泰国饮料加速上涨0.76%，大华银行下跌0.60%，丰益国际下跌0.49%，扬子江船舶飙升1.54%，丰树物流信托、胜科实业、新加坡航空</blockquote></p><p> The lead from Wall Street is solid as the major averages opened higher on Monday and accelerated as the day progressed, ending at or near record closing highs.</p><p><blockquote>华尔街的领先优势稳固，主要股指周一开盘走高，并随着当天的进展加速，收于或接近创纪录的收盘高点。</blockquote></p><p> The Dow spiked 351.82 points or 0.98 percent to finish at 36,302.38, while the NASDAQ surged 217.89 points or 1.39 percent to end at 15,871.26 and the S&amp;P 500 gained 65.40 points or 1.38 percent to close at 4,791.19.</p><p><blockquote>道琼斯指数飙升351.82点或0.98%，收于36,302.38点，而纳斯达克指数飙升217.89点或1.39%，收于15,871.26点，标普500指数上涨65.40点或1.38%，收于4,791.19点。</blockquote></p><p> The continued strength on Wall Street came amid easing concerns about the economic impact of the Omicron variant of the&nbsp;coronavirus. While Omicron seems to be more transmissible, the new strain purportedly causes milder symptoms and could accelerate the end of the pandemic.</p><p><blockquote>华尔街持续走强之际，人们对冠状病毒奥密克戎变种对经济影响的担忧有所缓解。虽然奥密克戎病毒似乎更具传染性，但据称这种新毒株会引起较轻的症状，并可能加速疫情的结束。</blockquote></p><p> Stocks may also have benefitted from so-called window-dressing going into the end of the year, with traders looking to boost the value of the portfolios.</p><p><blockquote>股市也可能受益于年底所谓的窗口期，交易员希望提高投资组合的价值。</blockquote></p><p> Crude oil futures ended sharply higher Monday amid hopes the Omicron variant will not any significantly impact global economic recovery. West Texas Intermediate Crude oil futures for February ended up by $1.78 or 2.4 percent at $75.57 a barrel.</p><p><blockquote>由于希望奥密克戎变体不会对全球经济复苏产生任何重大影响，原油期货周一大幅收高。2月份西德克萨斯中质原油期货收盘上涨1.78美元，涨幅2.4%，至每桶75.57美元。</blockquote></p><p></p>","source":"lsy1626938412129","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Bourse Likely To Bounce Higher Again On Tuesday<blockquote>新加坡股市周二可能再次反弹</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore Bourse Likely To Bounce Higher Again On Tuesday<blockquote>新加坡股市周二可能再次反弹</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">RTTNews</strong><span class=\"h-time small\">2021-12-28 08:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The Singapore stock market on Monday snapped the four-day winning streak in which it had gathered almost 35 points or 1.2 percent. The Straits Times Index now sits just beneath the 3,105-point plateau although it's expected to rebound on Tuesday.</p><p><blockquote>新加坡股市周一结束了连续四天的上涨势头，上涨了近35点，涨幅为1.2%。海峡时报指数目前略低于 3,105 点的平台位，但预计周二将反弹。</blockquote></p><p> The global forecast for the Asian&nbsp;marketsis optimistic on easing fears regarding the Omicron variant of the coronavirus. The European markets were mixed and the U.S. bourses were up and the Asian markets figure to split the difference.</p><p><blockquote>亚洲市场的全球预测对缓解对冠状病毒奥密克戎变种的担忧持乐观态度。欧洲市场涨跌互现，美国股市上涨，亚洲市场平分秋色。</blockquote></p><p> The STI finished slightly lower on Monday following losses from the financials, gains from the properties and a mixed picture from the industrials.</p><p><blockquote>受金融股下跌、房地产股上涨以及工业股好坏参半的影响，STI 周一小幅收低。</blockquote></p><p> For the day, the index fell 4.04 points or 0.13 percent to finish at 3,104.24 after trading between 3,104.24 and 3,113.55. Volume was 863.6 million shares worth 394.2 million Singapore dollars. There were 190 gainers and 139 decliners.</p><p><blockquote>当天，该指数下跌 4.04 点或 0.13%，收于 3,104.24 点，交易价格在 3,104.24 至 3,113.55 之间。成交量为8.636亿股，价值3.942亿新加坡元。上涨的有190家，下跌的有139家。</blockquote></p><p> Among the actives, Ascendas REIT and DBS Group both fell 0.34 percent, while CapitaLand Integrated Commercial Trust and Mapletree Commercial Trust both climbed 0.50 percent, City Developments rallied 0.60 percent, Comfort DelGro advanced 0.73 percent, Dairy Farm International surged 2.56 percent, Genting Singapore jumped 0.65 percent, Keppel Corp and Hongkong Land both dropped 0.58 percent, Oversea-Chinese Banking Corporation eased 0.18 percent, SATS rose 0.26 percent, Singapore Exchange spiked 0.98 percent, Singapore Press Holdings added 0.43 percent, Singapore Technologies Engineering shed 0.53 percent, Thai Beverage accelerated 0.76 percent, United Overseas Bank sank 0.60 percent, Wilmar International lost 0.49 percent, Yangzijiang Shipbuilding soared 1.54 percent and Mapletree Logistics Trust, SembCorp Industries, Singapore Airlines and SingTel were unchanged.</p><p><blockquote>资产中，升达房地产投资信托和星展集团均下跌0.34%，凯德综合商业信托和丰树商业信托均上涨0.50%，城市发展上涨0.60%，康富德高涨0.73%，乳业国际飙升2.56%，云顶新加坡上涨0.65%，吉宝集团和香港置地均下跌0.58%，华侨银行下跌0.18%，SATS上涨0.26%，新加坡交易所飙升0.98%，新加坡报业控股上涨0.43%，新加坡科技工程下跌0.53%，泰国饮料加速上涨0.76%，大华银行下跌0.60%，丰益国际下跌0.49%，扬子江船舶飙升1.54%，丰树物流信托、胜科实业、新加坡航空</blockquote></p><p> The lead from Wall Street is solid as the major averages opened higher on Monday and accelerated as the day progressed, ending at or near record closing highs.</p><p><blockquote>华尔街的领先优势稳固，主要股指周一开盘走高，并随着当天的进展加速，收于或接近创纪录的收盘高点。</blockquote></p><p> The Dow spiked 351.82 points or 0.98 percent to finish at 36,302.38, while the NASDAQ surged 217.89 points or 1.39 percent to end at 15,871.26 and the S&amp;P 500 gained 65.40 points or 1.38 percent to close at 4,791.19.</p><p><blockquote>道琼斯指数飙升351.82点或0.98%，收于36,302.38点，而纳斯达克指数飙升217.89点或1.39%，收于15,871.26点，标普500指数上涨65.40点或1.38%，收于4,791.19点。</blockquote></p><p> The continued strength on Wall Street came amid easing concerns about the economic impact of the Omicron variant of the&nbsp;coronavirus. While Omicron seems to be more transmissible, the new strain purportedly causes milder symptoms and could accelerate the end of the pandemic.</p><p><blockquote>华尔街持续走强之际，人们对冠状病毒奥密克戎变种对经济影响的担忧有所缓解。虽然奥密克戎病毒似乎更具传染性，但据称这种新毒株会引起较轻的症状，并可能加速疫情的结束。</blockquote></p><p> Stocks may also have benefitted from so-called window-dressing going into the end of the year, with traders looking to boost the value of the portfolios.</p><p><blockquote>股市也可能受益于年底所谓的窗口期，交易员希望提高投资组合的价值。</blockquote></p><p> Crude oil futures ended sharply higher Monday amid hopes the Omicron variant will not any significantly impact global economic recovery. West Texas Intermediate Crude oil futures for February ended up by $1.78 or 2.4 percent at $75.57 a barrel.</p><p><blockquote>由于希望奥密克戎变体不会对全球经济复苏产生任何重大影响，原油期货周一大幅收高。2月份西德克萨斯中质原油期货收盘上涨1.78美元，涨幅2.4%，至每桶75.57美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.rttnews.com/3251627/singapore-bourse-likely-to-bounce-higher-again-on-tuesday.aspx?type=acom\">RTTNews</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.rttnews.com/3251627/singapore-bourse-likely-to-bounce-higher-again-on-tuesday.aspx?type=acom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127506895","content_text":"The Singapore stock market on Monday snapped the four-day winning streak in which it had gathered almost 35 points or 1.2 percent. The Straits Times Index now sits just beneath the 3,105-point plateau although it's expected to rebound on Tuesday.\nThe global forecast for the Asian marketsis optimistic on easing fears regarding the Omicron variant of the coronavirus. The European markets were mixed and the U.S. bourses were up and the Asian markets figure to split the difference.\nThe STI finished slightly lower on Monday following losses from the financials, gains from the properties and a mixed picture from the industrials.\nFor the day, the index fell 4.04 points or 0.13 percent to finish at 3,104.24 after trading between 3,104.24 and 3,113.55. Volume was 863.6 million shares worth 394.2 million Singapore dollars. There were 190 gainers and 139 decliners.\nAmong the actives, Ascendas REIT and DBS Group both fell 0.34 percent, while CapitaLand Integrated Commercial Trust and Mapletree Commercial Trust both climbed 0.50 percent, City Developments rallied 0.60 percent, Comfort DelGro advanced 0.73 percent, Dairy Farm International surged 2.56 percent, Genting Singapore jumped 0.65 percent, Keppel Corp and Hongkong Land both dropped 0.58 percent, Oversea-Chinese Banking Corporation eased 0.18 percent, SATS rose 0.26 percent, Singapore Exchange spiked 0.98 percent, Singapore Press Holdings added 0.43 percent, Singapore Technologies Engineering shed 0.53 percent, Thai Beverage accelerated 0.76 percent, United Overseas Bank sank 0.60 percent, Wilmar International lost 0.49 percent, Yangzijiang Shipbuilding soared 1.54 percent and Mapletree Logistics Trust, SembCorp Industries, Singapore Airlines and SingTel were unchanged.\nThe lead from Wall Street is solid as the major averages opened higher on Monday and accelerated as the day progressed, ending at or near record closing highs.\nThe Dow spiked 351.82 points or 0.98 percent to finish at 36,302.38, while the NASDAQ surged 217.89 points or 1.39 percent to end at 15,871.26 and the S&P 500 gained 65.40 points or 1.38 percent to close at 4,791.19.\nThe continued strength on Wall Street came amid easing concerns about the economic impact of the Omicron variant of the coronavirus. While Omicron seems to be more transmissible, the new strain purportedly causes milder symptoms and could accelerate the end of the pandemic.\nStocks may also have benefitted from so-called window-dressing going into the end of the year, with traders looking to boost the value of the portfolios.\nCrude oil futures ended sharply higher Monday amid hopes the Omicron variant will not any significantly impact global economic recovery. West Texas Intermediate Crude oil futures for February ended up by $1.78 or 2.4 percent at $75.57 a barrel.","news_type":1,"symbols_score_info":{"STI.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":971,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696001282,"gmtCreate":1640568306832,"gmtModify":1640568307124,"author":{"id":"3586853256703013","authorId":"3586853256703013","name":"aprilialand","avatar":"https://static.tigerbbs.com/ad4187787e31be179ad7d058aee6bd08","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586853256703013","authorIdStr":"3586853256703013"},"themes":[],"title":"","htmlText":"up","listText":"up","text":"up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/696001282","repostId":"2194177239","repostType":4,"repost":{"id":"2194177239","kind":"news","pubTimestamp":1640559609,"share":"https://www.laohunote.com/m/news/2194177239?lang=zh_CN&edition=full","pubTime":"2021-12-27 07:00","market":"us","language":"en","title":"Santa Claus Rally watch: What to know this week<blockquote>圣诞老人集会手表：本周须知</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2194177239","media":"Yahoo Finance","summary":"As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for the coming days.The S&P 500  is entering the period known for ushering in the so-called Santa Claus Rally, or seasonally strong timeframe for stocks at the end of each year.According to data from LPL Financial, the Santa Claus Rally period encapsulates the seven days most likely to be higher in any ","content":"<p><div> As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for ...</p><p><blockquote><div>随着交易员从假期缩短的一周归来，进入新的一年的价格走势将受到密切关注——特别是考虑到相对清淡的经济数据和收益日历……</div></blockquote></p><p>  <a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html\">网页连接</a></blockquote></p><p></p>","source":"yahoofinance_au","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Santa Claus Rally watch: What to know this week<blockquote>圣诞老人集会手表：本周须知</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSanta Claus Rally watch: What to know this week<blockquote>圣诞老人集会手表：本周须知</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Yahoo Finance</strong><span class=\"h-time small\">2021-12-27 07:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for ...</p><p><blockquote><div>随着交易员从假期缩短的一周归来，进入新的一年的价格走势将受到密切关注——特别是考虑到相对清淡的经济数据和收益日历……</div></blockquote></p><p>  <a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html\">Yahoo Finance</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY.AU":"SPDR® S&P 500® ETF Trust","FCEL":"燃料电池能源","BK4541":"氢能源","BK4096":"电气部件与设备"},"source_url":"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2194177239","content_text":"As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for the coming days.\nThe S&P 500 (^GSPC) is entering the period known for ushering in the so-called Santa Claus Rally, or seasonally strong timeframe for stocks at the end of each year.\nThe term, coined by Stock Trader's Almanac in the 1970s, encompasses the final five trading days of the year and first two sessions of the new year. This year, that Santa Claus Rally window is set to start on Monday, Dec. 27 — or the latest a Santa Claus rally has started in 11 years, due to the timing of the holidays this year.\nAccording to data from LPL Financial, the Santa Claus Rally period encapsulates the seven days most likely to be higher in any given year. Since 1950, the Santa Claus Rally period has produced a positive return for the S&P 500 78.9% of the time, with an average return of 1.33%.\n“Why are these seven days so strong?” wrote Ryan Detrick, LPL Financial chief market strategist, in a note. “Whether optimism over a coming new year, holiday spending, traders on vacation, institutions squaring up their books — or the holiday spirit — the bottom line is that bulls tend to believe in Santa.”\nAnd if history is any indication, the absence of a Santa Claus Rally has also typically served as a harbinger of lower near-term returns.\n\"Going back to the mid-1990s, there have been only six times Santa failed to show in December. January was lower five of those six times, and the full year had a solid gain only once (in 2016, but a mini-bear market early in the year),\" Detrick added.\n“Considering the bear markets of 2000 and 2008 both took place after one of the rare instances that Santa failed to show makes believers out of us,\" he said. A bear market typically refers to when stocks drop at least 20% from recent record highs. \"Should this seasonally strong period miss the mark, it could be a warning sign.\"\nAnd this year, investors do have considerable additional concerns to mull heading into the new year. Though stocks closed out Thursday's session at fresh record highs before the long holiday weekend, December still marked a volatile month to start, with renewed concerns over the Omicron variant and the potential for tighter monetary policy from the Federal Reserve weighing on risk assets. Plus, prospects for more near-term fiscal support via the Biden administration's Build Back Better bill have dwindled, and inflation concerns spiked further. Last week, the Bureau of Economic Analysis reported core personal consumption expenditures (PCE) — the Fed's preferred inflation gauge — rose at a 4.7% year-over-year clip, or the fastest since 1983.\n\"If the U.S. was not battling the Omicron variant, U.S. stocks would be dancing higher as the Santa Claus Rally would have kept the climb going into uncharted territory,\" Edward Moya, chief market strategist at OANDA, wrote in a note last week. \"It is too early to say for sure if we will get a Santa Claus Rally, but given all the short-term risks of Fed tightening, Chinese weakness, fiscal support uncertainty and COVID, Wall Street is not complaining.\"\nA man in a Santa Claus costume gestures on the floor at the closing bell of the Dow Industrial Average at the New York Stock Exchange on December 5, 2019 in New York. (Photo by Bryan R. Smith / AFP) (Photo by BRYAN R. SMITH/AFP via Getty Images)BRYAN R. SMITH via Getty Images\nEconomic calendar\n\nMonday: Dallas Federal Reserve Manufacturing Activity Index, Dec. (13.0 expected, 11.8 in November)\nTuesday: FHFA House Price Index, month-over-month, October (0.9% in September); S&P CoreLogic Case-Shiller 20 City Composite Index, month-over-month, October (0.9% expected, 0.96% in September); S&P CoreLogic Case-Shiller 20 City Composite Index, year-over-year, October (18.6%. expected, 19.05% in September); S&P CoreLogic Case-Shiller Home Price Index, year-over-year, November (19.51% in October); Richmond Fed Manufacturing Index, December (11 expected,11 in November)\nWednesday: Wholesale Inventories, month-over-month, November preliminary (1.7% expected, 2.3% in October); Advance Goods Trade Balance, November (-$89.0 billion expected, -$82.9 billion in October); Retail Inventories, month-over-month, November (0.5% expected, 0.1% in October); Pending Home Sales, month-over-month, November (0.5% expected, 7.5% in October)\nThursday: Initial jobless claims, week ended Dec. 25. (205,000 during prior week); Continuing claims, week ended Dec. 18 (1.859 million during prior week); MNI Chicago PMI, December (62.2 expected, 61.8 in November)\nFriday: No notable reports scheduled for release\n\nEarnings calendar\n\nMonday: No notable reports scheduled for release\nTuesday: No notable reports scheduled for release\nWednesday: FuelCell Energy Inc. (FCEL) before market open\nThursday: No notable reports scheduled for release\nFriday: No notable reports scheduled for release","news_type":1,"symbols_score_info":{"FCEL":0.9,"SPY.AU":0.9}},"isVote":1,"tweetType":1,"viewCount":1155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698795738,"gmtCreate":1640529472376,"gmtModify":1640529472716,"author":{"id":"3586853256703013","authorId":"3586853256703013","name":"aprilialand","avatar":"https://static.tigerbbs.com/ad4187787e31be179ad7d058aee6bd08","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586853256703013","authorIdStr":"3586853256703013"},"themes":[],"title":"","htmlText":"okie","listText":"okie","text":"okie","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698795738","repostId":"2193033173","repostType":4,"isVote":1,"tweetType":1,"viewCount":1242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698298649,"gmtCreate":1640399202792,"gmtModify":1640399203083,"author":{"id":"3586853256703013","authorId":"3586853256703013","name":"aprilialand","avatar":"https://static.tigerbbs.com/ad4187787e31be179ad7d058aee6bd08","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586853256703013","authorIdStr":"3586853256703013"},"themes":[],"title":"","htmlText":"like","listText":"like","text":"like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698298649","repostId":"1156159690","repostType":4,"isVote":1,"tweetType":1,"viewCount":1369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":801852996,"gmtCreate":1627511574815,"gmtModify":1633764400892,"author":{"id":"3586853256703013","authorId":"3586853256703013","name":"aprilialand","avatar":"https://static.tigerbbs.com/ad4187787e31be179ad7d058aee6bd08","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586853256703013","authorIdStr":"3586853256703013"},"themes":[],"title":"","htmlText":"pls like&nbsp;","listText":"pls like&nbsp;","text":"pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/801852996","repostId":"2154721924","repostType":4,"repost":{"id":"2154721924","kind":"highlight","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":1627486574,"share":"https://www.laohunote.com/m/news/2154721924?lang=zh_CN&edition=full","pubTime":"2021-07-28 23:36","market":"us","language":"en","title":"Why AMD's Stock Is Trading Higher Today<blockquote>为什么 AMD 的股价今天走高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2154721924","media":"Tiger Newspress","summary":"AMD is trading higher Wednesday morning after the company late Tuesday announced better-than-expecte","content":"<p>AMD is trading higher Wednesday morning after the company late Tuesday announced better-than-expected second-quarter financial results and issued third-quarter guidance above estimates.</p><p><blockquote>AMD 周二晚间公布了好于预期的第二季度财务业绩，并发布了高于预期的第三季度指引，周三上午股价走高。</blockquote></p><p> AMD reported quarterly earnings of 63 cents per share, which beat the estimate of 54 cents per share. The company reported quarterly revenue of $3.85 billion, which beat the estimate of $3.62 billion. AMD said it expects third-quarter revenue to be in a range of $4 billion to $4.2 billion, which was&nbsp;higher than the estimate of $3.82 billion.</p><p><blockquote>AMD 公布的季度收益为每股 63 美分，超出了每股 54 美分的预期。该公司公布季度收入为 38.5 亿美元，超出预期的 36.2 亿美元。AMD表示，预计第三季度营收将在40亿美元至42亿美元之间，高于38.2亿美元的预期。</blockquote></p><p> \"Our business performed exceptionally well in the second quarter as revenue and operating margin doubled and profitability more than tripled year-over-year,” said Lisa Su,&nbsp;president and CEO of AMD.</p><p><blockquote>AMD总裁兼首席执行官苏丽莎表示：“第二季度，我们的业务表现异常出色，收入和营业利润率翻了一番，盈利能力同比增长了两倍多。”</blockquote></p><p> <b>Analyst Assessment:</b>&nbsp;Rosenblatt analyst Hans Mosesmann maintained&nbsp;AMD&nbsp;with a Buy rating and raised&nbsp;the price target from&nbsp;$135&nbsp;to&nbsp;$150.</p><p><blockquote><b>分析师评估：</b>Rosenblatt 分析师 Hans Mosesmann 维持 AMD 买入评级，并将目标价从 135 美元上调至 150 美元。</blockquote></p><p> Susquehanna analyst Christopher Rolland maintained&nbsp;AMD&nbsp;with a Positive rating and raised&nbsp;the price target from&nbsp;$125&nbsp;to&nbsp;$130.</p><p><blockquote>Susquehanna 分析师 Christopher Rolland 维持 AMD 的正面评级，并将目标价从 125 美元上调至 130 美元。</blockquote></p><p> <b>Price Action: </b>AMD has traded as high as $99.23 and as low as $67.02 over a 52-week period.</p><p><blockquote><b>价格行为：</b>52 周内，AMD 的交易价格最高可达 99.23 美元，最低可达 67.02 美元。</blockquote></p><p> At last check Wednesday, the stock was up 5% at $95.6.</p><p><blockquote>周三最后一次检查时，该股上涨 5%，至 95.6 美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a0dd3dd7be87bfa480b05a3c26ee3f62\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why AMD's Stock Is Trading Higher Today<blockquote>为什么 AMD 的股价今天走高</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy AMD's Stock Is Trading Higher Today<blockquote>为什么 AMD 的股价今天走高</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-07-28 23:36</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>AMD is trading higher Wednesday morning after the company late Tuesday announced better-than-expected second-quarter financial results and issued third-quarter guidance above estimates.</p><p><blockquote>AMD 周二晚间公布了好于预期的第二季度财务业绩，并发布了高于预期的第三季度指引，周三上午股价走高。</blockquote></p><p> AMD reported quarterly earnings of 63 cents per share, which beat the estimate of 54 cents per share. The company reported quarterly revenue of $3.85 billion, which beat the estimate of $3.62 billion. AMD said it expects third-quarter revenue to be in a range of $4 billion to $4.2 billion, which was&nbsp;higher than the estimate of $3.82 billion.</p><p><blockquote>AMD 公布的季度收益为每股 63 美分，超出了每股 54 美分的预期。该公司公布季度收入为 38.5 亿美元，超出预期的 36.2 亿美元。AMD表示，预计第三季度营收将在40亿美元至42亿美元之间，高于38.2亿美元的预期。</blockquote></p><p> \"Our business performed exceptionally well in the second quarter as revenue and operating margin doubled and profitability more than tripled year-over-year,” said Lisa Su,&nbsp;president and CEO of AMD.</p><p><blockquote>AMD总裁兼首席执行官苏丽莎表示：“第二季度，我们的业务表现异常出色，收入和营业利润率翻了一番，盈利能力同比增长了两倍多。”</blockquote></p><p> <b>Analyst Assessment:</b>&nbsp;Rosenblatt analyst Hans Mosesmann maintained&nbsp;AMD&nbsp;with a Buy rating and raised&nbsp;the price target from&nbsp;$135&nbsp;to&nbsp;$150.</p><p><blockquote><b>分析师评估：</b>Rosenblatt 分析师 Hans Mosesmann 维持 AMD 买入评级，并将目标价从 135 美元上调至 150 美元。</blockquote></p><p> Susquehanna analyst Christopher Rolland maintained&nbsp;AMD&nbsp;with a Positive rating and raised&nbsp;the price target from&nbsp;$125&nbsp;to&nbsp;$130.</p><p><blockquote>Susquehanna 分析师 Christopher Rolland 维持 AMD 的正面评级，并将目标价从 125 美元上调至 130 美元。</blockquote></p><p> <b>Price Action: </b>AMD has traded as high as $99.23 and as low as $67.02 over a 52-week period.</p><p><blockquote><b>价格行为：</b>52 周内，AMD 的交易价格最高可达 99.23 美元，最低可达 67.02 美元。</blockquote></p><p> At last check Wednesday, the stock was up 5% at $95.6.</p><p><blockquote>周三最后一次检查时，该股上涨 5%，至 95.6 美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/a0dd3dd7be87bfa480b05a3c26ee3f62\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154721924","content_text":"AMD is trading higher Wednesday morning after the company late Tuesday announced better-than-expected second-quarter financial results and issued third-quarter guidance above estimates.\nAMD reported quarterly earnings of 63 cents per share, which beat the estimate of 54 cents per share. The company reported quarterly revenue of $3.85 billion, which beat the estimate of $3.62 billion. AMD said it expects third-quarter revenue to be in a range of $4 billion to $4.2 billion, which was higher than the estimate of $3.82 billion.\n\"Our business performed exceptionally well in the second quarter as revenue and operating margin doubled and profitability more than tripled year-over-year,” said Lisa Su, president and CEO of AMD.\nAnalyst Assessment: Rosenblatt analyst Hans Mosesmann maintained AMD with a Buy rating and raised the price target from $135 to $150.\nSusquehanna analyst Christopher Rolland maintained AMD with a Positive rating and raised the price target from $125 to $130.\nPrice Action: AMD has traded as high as $99.23 and as low as $67.02 over a 52-week period.\nAt last check Wednesday, the stock was up 5% at $95.6.","news_type":1,"symbols_score_info":{"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":617,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":844483674,"gmtCreate":1636451510021,"gmtModify":1636452238441,"author":{"id":"3586853256703013","authorId":"3586853256703013","name":"aprilialand","avatar":"https://static.tigerbbs.com/ad4187787e31be179ad7d058aee6bd08","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586853256703013","authorIdStr":"3586853256703013"},"themes":[],"title":"","htmlText":"up and up","listText":"up and up","text":"up and up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/844483674","repostId":"1156902045","repostType":4,"repost":{"id":"1156902045","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":1636450697,"share":"https://www.laohunote.com/m/news/1156902045?lang=zh_CN&edition=full","pubTime":"2021-11-09 17:38","market":"us","language":"en","title":"NVIDIA shares rose more than 3% in premarket trading<blockquote>英伟达股价在盘前交易中上涨超过 3%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1156902045","media":"Tiger Newspress","summary":"NVIDIA shares rose more than 3% in premarket trading.Nvidia Corp(NVDA.O)on Tuesday released a set of","content":"<p>NVIDIA&nbsp;shares&nbsp;rose&nbsp;more&nbsp;than&nbsp;3%&nbsp;in&nbsp;premarket&nbsp;trading.<img src=\"https://static.tigerbbs.com/3452308afdc1d32ccb3ff6fab118f8a0\" tg-width=\"881\" tg-height=\"602\" width=\"100%\" height=\"auto\">Nvidia Corp(NVDA.O)on Tuesday released a set of tools for software developers aimed at helping them create a \"metaverse\" of three-dimensional virtual worlds - and use a lot more computing power from Nvidia's chips in the process.</p><p><blockquote>英伟达股价在盘前交易中上涨超过 3%。英伟达公司（NVDA.O）周二为软件开发人员发布了一套工具，旨在帮助他们创建三维虚拟世界的“元宇宙”，并在此过程中使用英伟达芯片的更多计算能力。</blockquote></p><p> At the Santa Clara, California, company's annual technology conference, Nvidia released Omniverse Enterprise, which will start at $9,000 per year and be sold by partners such as Dell Technologies(DELL.N)and Lenovo Group Ltd(0992.HK), which build powerful computing systems with Nvidia chips for corporate customers.</p><p><blockquote>在加利福尼亚州圣克拉拉举行的公司年度技术大会上，英伟达发布了 Omniverse Enterprise，起价为每年 9,000 美元，由戴尔科技公司 (DELL.N) 和联想集团有限公司 (0992.HK) 等合作伙伴销售，这些公司为企业客户构建使用英伟达芯片的强大计算系统。</blockquote></p><p> The Omniverse tools help various apps used to create three-dimensional worlds, such as software from Adobe Inc(ADBE.O), work better together while running on chips made by Nvidia.</p><p><blockquote>Omniverse 工具可以帮助各种用于创建三维世界的应用程序（例如 Adobe Inc. (ADBE.O) 的软件）在 Nvidia 制造的芯片上运行时更好地协同工作。</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>NVIDIA shares rose more than 3% in premarket trading<blockquote>英伟达股价在盘前交易中上涨超过 3%</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\">\nNVIDIA shares rose more than 3% in premarket trading<blockquote>英伟达股价在盘前交易中上涨超过 3%</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\">2021-11-09 17:38</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>NVIDIA&nbsp;shares&nbsp;rose&nbsp;more&nbsp;than&nbsp;3%&nbsp;in&nbsp;premarket&nbsp;trading.<img src=\"https://static.tigerbbs.com/3452308afdc1d32ccb3ff6fab118f8a0\" tg-width=\"881\" tg-height=\"602\" width=\"100%\" height=\"auto\">Nvidia Corp(NVDA.O)on Tuesday released a set of tools for software developers aimed at helping them create a \"metaverse\" of three-dimensional virtual worlds - and use a lot more computing power from Nvidia's chips in the process.</p><p><blockquote>英伟达股价在盘前交易中上涨超过 3%。英伟达公司（NVDA.O）周二为软件开发人员发布了一套工具，旨在帮助他们创建三维虚拟世界的“元宇宙”，并在此过程中使用英伟达芯片的更多计算能力。</blockquote></p><p> At the Santa Clara, California, company's annual technology conference, Nvidia released Omniverse Enterprise, which will start at $9,000 per year and be sold by partners such as Dell Technologies(DELL.N)and Lenovo Group Ltd(0992.HK), which build powerful computing systems with Nvidia chips for corporate customers.</p><p><blockquote>在加利福尼亚州圣克拉拉举行的公司年度技术大会上，英伟达发布了 Omniverse Enterprise，起价为每年 9,000 美元，由戴尔科技公司 (DELL.N) 和联想集团有限公司 (0992.HK) 等合作伙伴销售，这些公司为企业客户构建使用英伟达芯片的强大计算系统。</blockquote></p><p> The Omniverse tools help various apps used to create three-dimensional worlds, such as software from Adobe Inc(ADBE.O), work better together while running on chips made by Nvidia.</p><p><blockquote>Omniverse 工具可以帮助各种用于创建三维世界的应用程序（例如 Adobe Inc. (ADBE.O) 的软件）在 Nvidia 制造的芯片上运行时更好地协同工作。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156902045","content_text":"NVIDIA shares rose more than 3% in premarket trading.Nvidia Corp(NVDA.O)on Tuesday released a set of tools for software developers aimed at helping them create a \"metaverse\" of three-dimensional virtual worlds - and use a lot more computing power from Nvidia's chips in the process.\nAt the Santa Clara, California, company's annual technology conference, Nvidia released Omniverse Enterprise, which will start at $9,000 per year and be sold by partners such as Dell Technologies(DELL.N)and Lenovo Group Ltd(0992.HK), which build powerful computing systems with Nvidia chips for corporate customers.\nThe Omniverse tools help various apps used to create three-dimensional worlds, such as software from Adobe Inc(ADBE.O), work better together while running on chips made by Nvidia.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":741,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843318584,"gmtCreate":1635808241168,"gmtModify":1635808241319,"author":{"id":"3586853256703013","authorId":"3586853256703013","name":"aprilialand","avatar":"https://static.tigerbbs.com/ad4187787e31be179ad7d058aee6bd08","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586853256703013","authorIdStr":"3586853256703013"},"themes":[],"title":"","htmlText":"great","listText":"great","text":"great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/843318584","repostId":"1175678891","repostType":4,"repost":{"id":"1175678891","kind":"news","pubTimestamp":1635779942,"share":"https://www.laohunote.com/m/news/1175678891?lang=zh_CN&edition=full","pubTime":"2021-11-01 23:19","market":"us","language":"en","title":"Apple Disappointed -- and Quickly Rebounded. Here's Why.<blockquote>苹果令人失望，但很快反弹。原因如下。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1175678891","media":"TheStreet","summary":"Apple disappointed on fiscal Q3 earnings day, but the stock’s selloff did not last long. Here is the","content":"<p>Apple disappointed on fiscal Q3 earnings day, but the stock’s selloff did not last long. Here is the most likely reason why AAPL shares rebounded as early as Friday.</p><p><blockquote>苹果在第三财季财报日令人失望，但该股的抛售并没有持续多久。以下是 AAPL 股价最早于周五反弹的最可能原因。</blockquote></p><p> On October 28,Apple delivered fiscal Q4 results&nbsp;that lagged consensus for the first time in years. Despite revenue growth of 29% that most companies would find very solid, Apple stocksold off in after-hours action, losing as much as $125 billion in market cap right before the earnings call.</p><p><blockquote>10 月 28 日，苹果公司公布的第四财季业绩多年来首次落后于市场预期。尽管大多数公司认为收入增长 29% 非常稳健，但苹果股票在盘后交易中遭到抛售，在财报看涨期权之前市值损失了多达 1250 亿美元。</blockquote></p><p> Yet, by the end of day Friday, AAPL had erased the bulk of its short-lived losses. The Apple Maven thinks that the intraday recovery was driven primarily by analysts publishing reports that sounded much less bearish than the revenue miss may have implied at first.</p><p><blockquote>然而，到周五收盘时，苹果公司已经抹去了大部分短期损失。这位苹果专家认为，盘中复苏主要是由分析师发布的报告推动的，这些报告听起来远没有营收低迷最初暗示的那么悲观。</blockquote></p><p> Below, we review some of the main takeaways from Wall Street experts on Apple’s earnings.</p><p><blockquote>下面，我们将回顾华尔街专家对苹果财报的一些主要看法。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b3facec59ae76a6c28f4c5847600b4de\" tg-width=\"1240\" tg-height=\"886\" referrerpolicy=\"no-referrer\"><span>Figure 1: Apple store in New York, NY.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：纽约州纽约市的苹果商店。</span></p></blockquote></p><p> <b>Wall Street seemed comfortable</b></p><p><blockquote><b>华尔街似乎很舒服</b></blockquote></p><p> TipRanks&nbsp;reported&nbsp;on 13 analysts that published earnings reviews on Apple. Among these, none changed the rating on AAPL stock, which remains a “moderate buy”: about three-fourths still recommend buying the shares.</p><p><blockquote>TipRanks 报道了 13 位在苹果上发布盈利评论的分析师。其中，没有人改变对 AAPL 股票的评级，仍为 “适度买入”：约四分之三的人仍建议买入该股。</blockquote></p><p> The traditionally optimistic analyst from Wedbush, Dan Ives, did notseereasons to worry about Apple and its business. He called the Cupertino company’s supply chain issues “painful noise in the near term” and remained confident that strong demand for Apple’s products and services should convert to delayed sales in 2022.</p><p><blockquote>韦德布什传统上乐观的分析师丹·艾夫斯认为没有理由担心苹果及其业务。他称这家库比蒂诺公司的供应链问题是 “近期内令人痛苦的噪音”，并仍然相信对苹果产品和服务的强劲需求将在 2022 年转化为销售延迟。</blockquote></p><p> Morgan Stanley’s Katy Huberty is another vocal bull that I like to track for her insightful opinions and analysis. She&nbsp;lowered&nbsp;her price target on AAPL stock by a meager $2 to $164, while still pointing at around 10% gain potential from here.</p><p><blockquote>摩根士丹利（Morgan Stanley）的凯蒂-休伯蒂（Katy Huberty）是另一位歌唱公牛，我喜欢关注她富有洞察力的观点和分析。她将 AAPL 股票的目标价小幅下调了 2 美元至 164 美元，同时仍指出从这里开始有 10% 左右的上涨潜力。</blockquote></p><p> According to the analyst, “supply constraints will dominate the headlines post Apple's September quarter earnings report”, which could put a damper on valuations and share price for a moment. But she made two other comments that sounded much more upbeat: (1) guidance commentary implies that fiscal Q1 revenue should be in line with consensus, and (2) the more important stories are impressive growth in services and Greater China segments.</p><p><blockquote>这位分析师认为，“供应限制将成为苹果 9 月份季度财报发布后的头条新闻”，这可能会在一段时间内抑制估值和股价。但她提出了另外两个听起来更加乐观的评论：（1）指导评论意味着第一季度财年收入应该符合共识，（2）更重要的故事是服务业和大中华区令人印象深刻的增长。</blockquote></p><p> Even the much less bullish analysts did notseemtoo worried about Apple. Bernstein’s Tony Sacconaghi has a neutral rating on the stock and sees downside risk of over 10%. Still, the expert seemed to nod at solid fiscal Q1 guided growth of 6% to 9% and higher-than-expected gross margin, despite the challenges.</p><p><blockquote>即使是不那么乐观的分析师似乎也不太担心苹果。伯恩斯坦的托尼-萨科纳吉（Tony Sacconaghi）对该股给予中性评级，认为下行风险超过 10%。尽管如此，尽管面临挑战，这位专家似乎还是对第一季度 6% 至 9% 的稳健财政增长和高于预期的毛利率表示认可。</blockquote></p><p> <b>Apple Maven’s take</b></p><p><blockquote><b>苹果·马文的观点</b></blockquote></p><p> Investors had become accustomed to seeing Apple deliver impressive earnings beats in the past few years, even more so during the COVID-19 crisis. For this reason, the most recent revenue miss must have felt like a dip in ice-cold water.</p><p><blockquote>过去几年，投资者已经习惯于看到苹果实现令人印象深刻的盈利增长，在 COVID-19 危机期间更是如此。出于这个原因，最近的收入损失一定感觉像是在冰冷的水中浸泡。</blockquote></p><p> But under the hood, Apple’s recent performance has remained impressive. Despite all the supply chain issues, revenues still climbed 29%, albeit over easy 2020 comps. Gross margin increased substantially, and operating expenses remained under check. If not for some drag from below-the-line items that investors care little about, Apple would have delivered another EPS beat.</p><p><blockquote>但在幕后，苹果最近的表现依然令人印象深刻。尽管存在所有供应链问题，但收入仍增长了 29%，尽管高于 2020 年的轻松竞争。毛利率大幅增长，运营费用保持可控。如果不是投资者不太关心的线下项目带来的一些拖累，苹果的每股收益本可以再次超出预期。</blockquote></p><p> I still find it hard to justify bearishness towards Apple, considering how well the company’s management team has been executing lately. It looks like the market has agreed with me, even if it took it a few hours on Friday to make up its mind.</p><p><blockquote>考虑到该公司管理团队最近的表现，我仍然觉得很难证明对苹果的看跌是合理的。看起来市场已经同意我的观点，即使周五花了几个小时才下定决心。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Disappointed -- and Quickly Rebounded. Here's Why.<blockquote>苹果令人失望，但很快反弹。原因如下。</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\">\nApple Disappointed -- and Quickly Rebounded. Here's Why.<blockquote>苹果令人失望，但很快反弹。原因如下。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-11-01 23:19</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple disappointed on fiscal Q3 earnings day, but the stock’s selloff did not last long. Here is the most likely reason why AAPL shares rebounded as early as Friday.</p><p><blockquote>苹果在第三财季财报日令人失望，但该股的抛售并没有持续多久。以下是 AAPL 股价最早于周五反弹的最可能原因。</blockquote></p><p> On October 28,Apple delivered fiscal Q4 results&nbsp;that lagged consensus for the first time in years. Despite revenue growth of 29% that most companies would find very solid, Apple stocksold off in after-hours action, losing as much as $125 billion in market cap right before the earnings call.</p><p><blockquote>10 月 28 日，苹果公司公布的第四财季业绩多年来首次落后于市场预期。尽管大多数公司认为收入增长 29% 非常稳健，但苹果股票在盘后交易中遭到抛售，在财报看涨期权之前市值损失了多达 1250 亿美元。</blockquote></p><p> Yet, by the end of day Friday, AAPL had erased the bulk of its short-lived losses. The Apple Maven thinks that the intraday recovery was driven primarily by analysts publishing reports that sounded much less bearish than the revenue miss may have implied at first.</p><p><blockquote>然而，到周五收盘时，苹果公司已经抹去了大部分短期损失。这位苹果专家认为，盘中复苏主要是由分析师发布的报告推动的，这些报告听起来远没有营收低迷最初暗示的那么悲观。</blockquote></p><p> Below, we review some of the main takeaways from Wall Street experts on Apple’s earnings.</p><p><blockquote>下面，我们将回顾华尔街专家对苹果财报的一些主要看法。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b3facec59ae76a6c28f4c5847600b4de\" tg-width=\"1240\" tg-height=\"886\" referrerpolicy=\"no-referrer\"><span>Figure 1: Apple store in New York, NY.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：纽约州纽约市的苹果商店。</span></p></blockquote></p><p> <b>Wall Street seemed comfortable</b></p><p><blockquote><b>华尔街似乎很舒服</b></blockquote></p><p> TipRanks&nbsp;reported&nbsp;on 13 analysts that published earnings reviews on Apple. Among these, none changed the rating on AAPL stock, which remains a “moderate buy”: about three-fourths still recommend buying the shares.</p><p><blockquote>TipRanks 报道了 13 位在苹果上发布盈利评论的分析师。其中，没有人改变对 AAPL 股票的评级，仍为 “适度买入”：约四分之三的人仍建议买入该股。</blockquote></p><p> The traditionally optimistic analyst from Wedbush, Dan Ives, did notseereasons to worry about Apple and its business. He called the Cupertino company’s supply chain issues “painful noise in the near term” and remained confident that strong demand for Apple’s products and services should convert to delayed sales in 2022.</p><p><blockquote>韦德布什传统上乐观的分析师丹·艾夫斯认为没有理由担心苹果及其业务。他称这家库比蒂诺公司的供应链问题是 “近期内令人痛苦的噪音”，并仍然相信对苹果产品和服务的强劲需求将在 2022 年转化为销售延迟。</blockquote></p><p> Morgan Stanley’s Katy Huberty is another vocal bull that I like to track for her insightful opinions and analysis. She&nbsp;lowered&nbsp;her price target on AAPL stock by a meager $2 to $164, while still pointing at around 10% gain potential from here.</p><p><blockquote>摩根士丹利（Morgan Stanley）的凯蒂-休伯蒂（Katy Huberty）是另一位歌唱公牛，我喜欢关注她富有洞察力的观点和分析。她将 AAPL 股票的目标价小幅下调了 2 美元至 164 美元，同时仍指出从这里开始有 10% 左右的上涨潜力。</blockquote></p><p> According to the analyst, “supply constraints will dominate the headlines post Apple's September quarter earnings report”, which could put a damper on valuations and share price for a moment. But she made two other comments that sounded much more upbeat: (1) guidance commentary implies that fiscal Q1 revenue should be in line with consensus, and (2) the more important stories are impressive growth in services and Greater China segments.</p><p><blockquote>这位分析师认为，“供应限制将成为苹果 9 月份季度财报发布后的头条新闻”，这可能会在一段时间内抑制估值和股价。但她提出了另外两个听起来更加乐观的评论：（1）指导评论意味着第一季度财年收入应该符合共识，（2）更重要的故事是服务业和大中华区令人印象深刻的增长。</blockquote></p><p> Even the much less bullish analysts did notseemtoo worried about Apple. Bernstein’s Tony Sacconaghi has a neutral rating on the stock and sees downside risk of over 10%. Still, the expert seemed to nod at solid fiscal Q1 guided growth of 6% to 9% and higher-than-expected gross margin, despite the challenges.</p><p><blockquote>即使是不那么乐观的分析师似乎也不太担心苹果。伯恩斯坦的托尼-萨科纳吉（Tony Sacconaghi）对该股给予中性评级，认为下行风险超过 10%。尽管如此，尽管面临挑战，这位专家似乎还是对第一季度 6% 至 9% 的稳健财政增长和高于预期的毛利率表示认可。</blockquote></p><p> <b>Apple Maven’s take</b></p><p><blockquote><b>苹果·马文的观点</b></blockquote></p><p> Investors had become accustomed to seeing Apple deliver impressive earnings beats in the past few years, even more so during the COVID-19 crisis. For this reason, the most recent revenue miss must have felt like a dip in ice-cold water.</p><p><blockquote>过去几年，投资者已经习惯于看到苹果实现令人印象深刻的盈利增长，在 COVID-19 危机期间更是如此。出于这个原因，最近的收入损失一定感觉像是在冰冷的水中浸泡。</blockquote></p><p> But under the hood, Apple’s recent performance has remained impressive. Despite all the supply chain issues, revenues still climbed 29%, albeit over easy 2020 comps. Gross margin increased substantially, and operating expenses remained under check. If not for some drag from below-the-line items that investors care little about, Apple would have delivered another EPS beat.</p><p><blockquote>但在幕后，苹果最近的表现依然令人印象深刻。尽管存在所有供应链问题，但收入仍增长了 29%，尽管高于 2020 年的轻松竞争。毛利率大幅增长，运营费用保持可控。如果不是投资者不太关心的线下项目带来的一些拖累，苹果的每股收益本可以再次超出预期。</blockquote></p><p> I still find it hard to justify bearishness towards Apple, considering how well the company’s management team has been executing lately. It looks like the market has agreed with me, even if it took it a few hours on Friday to make up its mind.</p><p><blockquote>考虑到该公司管理团队最近的表现，我仍然觉得很难证明对苹果的看跌是合理的。看起来市场已经同意我的观点，即使周五花了几个小时才下定决心。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/apple/stock/this-is-why-apple-stock-rebounded-after-earnings\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/stock/this-is-why-apple-stock-rebounded-after-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175678891","content_text":"Apple disappointed on fiscal Q3 earnings day, but the stock’s selloff did not last long. Here is the most likely reason why AAPL shares rebounded as early as Friday.\nOn October 28,Apple delivered fiscal Q4 results that lagged consensus for the first time in years. Despite revenue growth of 29% that most companies would find very solid, Apple stocksold off in after-hours action, losing as much as $125 billion in market cap right before the earnings call.\nYet, by the end of day Friday, AAPL had erased the bulk of its short-lived losses. The Apple Maven thinks that the intraday recovery was driven primarily by analysts publishing reports that sounded much less bearish than the revenue miss may have implied at first.\nBelow, we review some of the main takeaways from Wall Street experts on Apple’s earnings.\nFigure 1: Apple store in New York, NY.\nWall Street seemed comfortable\nTipRanks reported on 13 analysts that published earnings reviews on Apple. Among these, none changed the rating on AAPL stock, which remains a “moderate buy”: about three-fourths still recommend buying the shares.\nThe traditionally optimistic analyst from Wedbush, Dan Ives, did notseereasons to worry about Apple and its business. He called the Cupertino company’s supply chain issues “painful noise in the near term” and remained confident that strong demand for Apple’s products and services should convert to delayed sales in 2022.\nMorgan Stanley’s Katy Huberty is another vocal bull that I like to track for her insightful opinions and analysis. She lowered her price target on AAPL stock by a meager $2 to $164, while still pointing at around 10% gain potential from here.\nAccording to the analyst, “supply constraints will dominate the headlines post Apple's September quarter earnings report”, which could put a damper on valuations and share price for a moment. But she made two other comments that sounded much more upbeat: (1) guidance commentary implies that fiscal Q1 revenue should be in line with consensus, and (2) the more important stories are impressive growth in services and Greater China segments.\nEven the much less bullish analysts did notseemtoo worried about Apple. Bernstein’s Tony Sacconaghi has a neutral rating on the stock and sees downside risk of over 10%. Still, the expert seemed to nod at solid fiscal Q1 guided growth of 6% to 9% and higher-than-expected gross margin, despite the challenges.\nApple Maven’s take\nInvestors had become accustomed to seeing Apple deliver impressive earnings beats in the past few years, even more so during the COVID-19 crisis. For this reason, the most recent revenue miss must have felt like a dip in ice-cold water.\nBut under the hood, Apple’s recent performance has remained impressive. Despite all the supply chain issues, revenues still climbed 29%, albeit over easy 2020 comps. Gross margin increased substantially, and operating expenses remained under check. If not for some drag from below-the-line items that investors care little about, Apple would have delivered another EPS beat.\nI still find it hard to justify bearishness towards Apple, considering how well the company’s management team has been executing lately. It looks like the market has agreed with me, even if it took it a few hours on Friday to make up its mind.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603451424,"gmtCreate":1638443991996,"gmtModify":1638443992103,"author":{"id":"3586853256703013","authorId":"3586853256703013","name":"aprilialand","avatar":"https://static.tigerbbs.com/ad4187787e31be179ad7d058aee6bd08","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586853256703013","authorIdStr":"3586853256703013"},"themes":[],"title":"","htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/603451424","repostId":"1107545461","repostType":4,"repost":{"id":"1107545461","kind":"news","pubTimestamp":1638422200,"share":"https://www.laohunote.com/m/news/1107545461?lang=zh_CN&edition=full","pubTime":"2021-12-02 13:16","market":"us","language":"en","title":"Grab debuts on Nasdaq, marking biggest Southeast Asia listing<blockquote>Grab 在纳斯达克首次亮相，成为东南亚最大的上市</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1107545461","media":"Reuters","summary":"$Grab$, Southeast Asia's biggest ride-hailing and food delivery firm,lists on Nasdaq on Thursday following its $40 billion merger with special-purpose acquisition company  $Altimeter Growth Corp$.The deal is the world's biggest ever by a blank-check company and the biggest U.S. listing by a Southeast Asian firm.Founded in 2012, Grab is Southeast Asia's largest startup, valued at just over $16 billion last year. It launched as a Malaysian taxi-hailing service and now calls itself a \"superapp\" aft","content":"<p><a href=\"https://laohu8.com/S/GRAB\">Grab</a>, Southeast Asia's biggest ride-hailing and food delivery firm,lists&nbsp;on Nasdaq on Thursday following its $40 billion merger with special-purpose acquisition company (SPAC) <a href=\"https://laohu8.com/S/AGC\">Altimeter Growth Corp</a>.</p><p><blockquote><a href=\"https://laohu8.com/S/GRAB\">抓住</a>东南亚最大的打车和食品配送公司周四在纳斯达克上市，此前该公司斥资 400 亿美元与特殊目的收购公司 (SPAC) 合并<a href=\"https://laohu8.com/S/AGC\">高度计增长公司</a>.</blockquote></p><p> The deal is the world's biggest ever by a blank-check company and the biggest U.S. listing by a Southeast Asian firm.</p><p><blockquote>这笔交易是有史以来全球最大的空白支票公司交易，也是东南亚公司在美国最大的上市交易。</blockquote></p><p> <b>WHAT IS GRAB?</b></p><p><blockquote><b>什么是抓取？</b></blockquote></p><p> Founded in 2012, Grab is Southeast Asia's largest startup, valued at just over $16 billion last year. It launched as a Malaysian taxi-hailing service and now calls itself a \"superapp\" after expanding into food, grocery and parcel delivery and to digital payments, lending and other financial services.</p><p><blockquote>Grab成立于2012年，是东南亚最大的初创公司，去年估值略高于160亿美元。它最初是作为马来西亚出租车叫车服务推出的，现在评级本身在扩展到食品、杂货和包裹递送以及数字支付、贷款和其他金融服务后，已经成为一个“超级应用程序”。</blockquote></p><p> Singapore-headquartered Grab operates across 465 cities in eight countries in the region, counting Indonesia as its biggest. Its venture with Singapore Telecommunications Ltd(STEL.SI)was awarded a digital bank license in Singapore last year.</p><p><blockquote>总部位于新加坡的 Grab 在该地区八个国家的 465 个城市开展业务，其中印度尼西亚是最大的城市。其与新加坡电信有限公司 (STEL.SI) 的合资企业去年在新加坡获得了数字银行牌照。</blockquote></p><p> Grab gained the global spotlight in 2018 when it bought the Southeast Asian business of Uber Technologies Inc(UBER.N)in return for the U.S. ride-hailing company taking a stake in Grab.</p><p><blockquote>2018 年，Grab 收购了 Uber Technologies Inc. (UBER.N) 的东南亚业务，以换取这家美国网约车公司入股 Grab，从而引起了全球关注。</blockquote></p><p> With some 8,000 employees, Grab has tech centres in Singapore, Beijing, Seattle, Bengaluru and other places.</p><p><blockquote>Grab拥有约8000名员工，在新加坡、北京、西雅图、班加罗尔等地设有技术中心。</blockquote></p><p> <b>WHO'S BACKING GRAB? </b></p><p><blockquote><b>谁在支持GRAB？</b></blockquote></p><p> Early investors include Japan's SoftBank, China's Didi Chuxing and venture capital firms Vertex Ventures Holdings and GGV Capital.</p><p><blockquote>早期投资者包括日本软银、中国滴滴出行以及风险投资公司Vertex Ventures Holdings和GGV Capital。</blockquote></p><p> Grab raised about $12 billion ahead of the listing. Investors range from venture and hedge funds to automobile companies and other ride-hailing firms, and include:</p><p><blockquote>Grab 在上市前筹集了约 120 亿美元。投资者范围从风险投资和对冲基金到汽车公司和其他网约车公司，包括：</blockquote></p><p> Uber, Booking Holdings Inc, China Investment Corp, Coatue Management, Hillhouse Capital, Hyundai Motor Co, Invesco Ltd, Microsoft Corp, Ping An Capital Co, Toyota Motor Corp, and Yamaha Motor Co..</p><p><blockquote>优步、Booking Holdings Inc.、中投公司、Coatue Management、高瓴资本、现代汽车公司、景顺有限公司、微软公司、平安资本公司、丰田汽车公司和雅马哈汽车公司..</blockquote></p><p> In the SPAC deal, about three dozen investors came on board including Temasek Holdings, BlackRock, Fidelity International, Abu Dhabi's Mubadala and Malaysia's Permodalan Nasional Bhd and Altimeter Capital.</p><p><blockquote>在 SPAC 交易中，约有 36 名投资者加入，包括淡马锡控股、贝莱德、富达国际、阿布扎比的 Mubadala 以及马来西亚的 Permodalan Nasional Bhd 和 Altimeter Capital。</blockquote></p><p> <b>WHO'S THE COMPETITION? </b></p><p><blockquote><b>谁是竞争对手？</b></blockquote></p><p> GoTo Group, formed by the merger of Indonesian ride-hailing and deliveries firm Gojek and local e-commerce leader Tokopedia is Grab's biggest competitor.</p><p><blockquote>GoTo Group由印度尼西亚打车和送货公司Gojek和当地电子商务领导者Tokopedia合并而成，是Grab最大的竞争对手。</blockquote></p><p> Singapore-based Sea Ltd, which has e-commerce, gaming and a digital payments business, and is also muscling into food delivery and financial services in Indonesia. Sea has also won a digital bank license in Singapore.</p><p><blockquote>总部位于新加坡的Sea Ltd拥有电子商务、游戏和数字支付业务，还在印度尼西亚进军食品配送和金融服务领域。Sea还赢得了新加坡的数字银行牌照。</blockquote></p><p> Grab is likely to increasingly start competing with banks as it expands its financial services.</p><p><blockquote>随着 Grab 扩大其金融服务，它可能会越来越多地开始与银行竞争。</blockquote></p><p> It also competes with such delivery companies as Foodpanda and Deliveroo PLC.</p><p><blockquote>它还与Foodpanda和户户送等外卖公司竞争。</blockquote></p><p> <b>WHAT ARE GRAB'S FINANCIALS?</b></p><p><blockquote><b>GRAB 的财务状况如何？</b></blockquote></p><p> Grab's third-quarter revenue fell 9% from a year earlier to $157 million. Its adjusted loss before interest, taxes, depreciation and amortization (EBITDA) widened 66% to $212 million. Gross merchandise value hit a quarterly record of $4 billion.</p><p><blockquote>Grab 第三季度收入同比下降 9%，至 1.57 亿美元。其息税折旧摊销前调整后亏损 (EBITDA) 扩大 66% 至 2.12 亿美元。商品总价值创下40亿美元的季度纪录。</blockquote></p><p> The delivery business has emerged as the biggest segment as more consumers shifted to online food delivery during the pandemic.</p><p><blockquote>随着疫情期间越来越多的消费者转向在线食品配送，配送业务已成为最大的细分市场。</blockquote></p><p> Grab forecasts it will turn profitable on an EBITDA basis in 2023.</p><p><blockquote>Grab 预计 2023 年 EBITDA 将实现盈利。</blockquote></p><p> <b>WHO ARE ITS KEY EXECUTIVES?</b></p><p><blockquote><b>它的主要高管是谁？</b></blockquote></p><p> Anthony Tan, 39, is the company's CEO and co-founder.</p><p><blockquote>39 岁的 Anthony Tan 是该公司的首席执行官兼联合创始人。</blockquote></p><p> Fellow co-founder Tan Hooi Ling, 38, runs Grab's operations, including corporate strategy and technology.</p><p><blockquote>38 岁的联合创始人 Tan Hooi Ling 负责管理 Grab 的运营，包括企业战略和技术。</blockquote></p><p> Both Tans, unrelated, met at Harvard Business School, where they conceived the idea of the ride-hailing company.</p><p><blockquote>两位没有血缘关系的谭氏在哈佛商学院相识，在那里他们构思了打车公司的想法。</blockquote></p><p> Grab's president, Ming Maa, is a prominent dealmaker from SoftBank, who joined the company in 2016.</p><p><blockquote>Grab 总裁 Ming Maa 是软银的著名交易撮合者，于 2016 年加入该公司。</blockquote></p><p> <b>Here are some milestones for the Singapore-headquartered company:</b></p><p><blockquote><b>以下是这家总部位于新加坡的公司的一些里程碑：</b></blockquote></p><p> 2011: Anthony Tan and co-founder Tan Hooi Ling create Grab in a Harvard Business School venture competition plan</p><p><blockquote>2011 年：Anthony Tan 和联合创始人 Tan Hooi Ling 在哈佛商学院创业竞赛计划中创建 Grab</blockquote></p><p> 2012: Launches as MyTeksi taxi booking service in Malaysia</p><p><blockquote>2012年：在马来西亚推出MyTeksi出租车预订服务</blockquote></p><p> 2013: Expands to the Philippines, Thailand, Singapore as GrabTaxi</p><p><blockquote>2013年：作为GrabTaxi扩展到菲律宾、泰国和新加坡</blockquote></p><p> April 2014: Announces Series A funding</p><p><blockquote>2014 年 4 月：宣布 A 轮融资</blockquote></p><p> June 2014: Launches in Indonesia</p><p><blockquote>2014年6月：在印度尼西亚推出</blockquote></p><p> December 2014: Japan's SoftBank&nbsp;invests $250 million in a funding round</p><p><blockquote>2014 年 12 月：日本软银在一轮融资中投资 2.5 亿美元</blockquote></p><p> August 2015: Becomes a unicorn after $350 million funding round</p><p><blockquote>2015年8月：3.5亿美元融资后成为独角兽</blockquote></p><p> December 2015: Announces a strategic partnership with other ride-hailing companies Ola, Didi, and Lyft that competed against Uber</p><p><blockquote>2015年12月：宣布与其他网约车公司Ola、滴滴和Lyft建立战略合作伙伴关系，与Uber展开竞争</blockquote></p><p> January 2016: Rebrands to Grab from GrabTaxi to reflect expanding services</p><p><blockquote>2016 年 1 月：GrabTaxi 更名 Grab，以反映服务的扩展</blockquote></p><p> November 2017: Launches GrabPay payments service for third-party transactions</p><p><blockquote>2017年11月：推出第三方交易GrabPay支付服务</blockquote></p><p> March 2018: Announces acquisition of Uber's business in Southeast Asia through an all-share deal, Uber becomes a strategic shareholder</p><p><blockquote>2018年3月：宣布通过全股权交易收购Uber东南亚业务，Uber成为战略股东</blockquote></p><p> May 2018: Pilots GrabFood delivery service</p><p><blockquote>2018 年 5 月：试点 GrabFood 配送服务</blockquote></p><p> July 2018: Unveils \"superapp\" strategy that provides a range of services under one platform</p><p><blockquote>2018年7月：推出“超级应用”策略，在一个平台下提供一系列服务</blockquote></p><p> March 2019: Reaches valuation of about $14 billion</p><p><blockquote>2019年3月：估值达到约140亿美元</blockquote></p><p> December 2020: Wins digital full bank license in Singapore in a partnership with Singapore Telecommunications Ltd</p><p><blockquote>2020年12月：与Singapore Telecommunications Ltd合作，赢得新加坡数字全银行牌照</blockquote></p><p></p><p> April 2021: Agrees to list on Nasdaq through a merger with special-purpose acquisition company Altimeter Growth Corp&nbsp;securing a valuation of nearly $40 billion</p><p><blockquote>2021年4月：同意通过与特殊目的收购公司Altimeter Growth Corp合并在纳斯达克上市，估值近400亿美元</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGrab debuts on Nasdaq, marking biggest Southeast Asia listing<blockquote>Grab 在纳斯达克首次亮相，成为东南亚最大的上市</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-12-02 13:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/GRAB\">Grab</a>, Southeast Asia's biggest ride-hailing and food delivery firm,lists&nbsp;on Nasdaq on Thursday following its $40 billion merger with special-purpose acquisition company (SPAC) <a href=\"https://laohu8.com/S/AGC\">Altimeter Growth Corp</a>.</p><p><blockquote><a href=\"https://laohu8.com/S/GRAB\">抓住</a>东南亚最大的打车和食品配送公司周四在纳斯达克上市，此前该公司斥资 400 亿美元与特殊目的收购公司 (SPAC) 合并<a href=\"https://laohu8.com/S/AGC\">高度计增长公司</a>.</blockquote></p><p> The deal is the world's biggest ever by a blank-check company and the biggest U.S. listing by a Southeast Asian firm.</p><p><blockquote>这笔交易是有史以来全球最大的空白支票公司交易，也是东南亚公司在美国最大的上市交易。</blockquote></p><p> <b>WHAT IS GRAB?</b></p><p><blockquote><b>什么是抓取？</b></blockquote></p><p> Founded in 2012, Grab is Southeast Asia's largest startup, valued at just over $16 billion last year. It launched as a Malaysian taxi-hailing service and now calls itself a \"superapp\" after expanding into food, grocery and parcel delivery and to digital payments, lending and other financial services.</p><p><blockquote>Grab成立于2012年，是东南亚最大的初创公司，去年估值略高于160亿美元。它最初是作为马来西亚出租车叫车服务推出的，现在评级本身在扩展到食品、杂货和包裹递送以及数字支付、贷款和其他金融服务后，已经成为一个“超级应用程序”。</blockquote></p><p> Singapore-headquartered Grab operates across 465 cities in eight countries in the region, counting Indonesia as its biggest. Its venture with Singapore Telecommunications Ltd(STEL.SI)was awarded a digital bank license in Singapore last year.</p><p><blockquote>总部位于新加坡的 Grab 在该地区八个国家的 465 个城市开展业务，其中印度尼西亚是最大的城市。其与新加坡电信有限公司 (STEL.SI) 的合资企业去年在新加坡获得了数字银行牌照。</blockquote></p><p> Grab gained the global spotlight in 2018 when it bought the Southeast Asian business of Uber Technologies Inc(UBER.N)in return for the U.S. ride-hailing company taking a stake in Grab.</p><p><blockquote>2018 年，Grab 收购了 Uber Technologies Inc. (UBER.N) 的东南亚业务，以换取这家美国网约车公司入股 Grab，从而引起了全球关注。</blockquote></p><p> With some 8,000 employees, Grab has tech centres in Singapore, Beijing, Seattle, Bengaluru and other places.</p><p><blockquote>Grab拥有约8000名员工，在新加坡、北京、西雅图、班加罗尔等地设有技术中心。</blockquote></p><p> <b>WHO'S BACKING GRAB? </b></p><p><blockquote><b>谁在支持GRAB？</b></blockquote></p><p> Early investors include Japan's SoftBank, China's Didi Chuxing and venture capital firms Vertex Ventures Holdings and GGV Capital.</p><p><blockquote>早期投资者包括日本软银、中国滴滴出行以及风险投资公司Vertex Ventures Holdings和GGV Capital。</blockquote></p><p> Grab raised about $12 billion ahead of the listing. Investors range from venture and hedge funds to automobile companies and other ride-hailing firms, and include:</p><p><blockquote>Grab 在上市前筹集了约 120 亿美元。投资者范围从风险投资和对冲基金到汽车公司和其他网约车公司，包括：</blockquote></p><p> Uber, Booking Holdings Inc, China Investment Corp, Coatue Management, Hillhouse Capital, Hyundai Motor Co, Invesco Ltd, Microsoft Corp, Ping An Capital Co, Toyota Motor Corp, and Yamaha Motor Co..</p><p><blockquote>优步、Booking Holdings Inc.、中投公司、Coatue Management、高瓴资本、现代汽车公司、景顺有限公司、微软公司、平安资本公司、丰田汽车公司和雅马哈汽车公司..</blockquote></p><p> In the SPAC deal, about three dozen investors came on board including Temasek Holdings, BlackRock, Fidelity International, Abu Dhabi's Mubadala and Malaysia's Permodalan Nasional Bhd and Altimeter Capital.</p><p><blockquote>在 SPAC 交易中，约有 36 名投资者加入，包括淡马锡控股、贝莱德、富达国际、阿布扎比的 Mubadala 以及马来西亚的 Permodalan Nasional Bhd 和 Altimeter Capital。</blockquote></p><p> <b>WHO'S THE COMPETITION? </b></p><p><blockquote><b>谁是竞争对手？</b></blockquote></p><p> GoTo Group, formed by the merger of Indonesian ride-hailing and deliveries firm Gojek and local e-commerce leader Tokopedia is Grab's biggest competitor.</p><p><blockquote>GoTo Group由印度尼西亚打车和送货公司Gojek和当地电子商务领导者Tokopedia合并而成，是Grab最大的竞争对手。</blockquote></p><p> Singapore-based Sea Ltd, which has e-commerce, gaming and a digital payments business, and is also muscling into food delivery and financial services in Indonesia. Sea has also won a digital bank license in Singapore.</p><p><blockquote>总部位于新加坡的Sea Ltd拥有电子商务、游戏和数字支付业务，还在印度尼西亚进军食品配送和金融服务领域。Sea还赢得了新加坡的数字银行牌照。</blockquote></p><p> Grab is likely to increasingly start competing with banks as it expands its financial services.</p><p><blockquote>随着 Grab 扩大其金融服务，它可能会越来越多地开始与银行竞争。</blockquote></p><p> It also competes with such delivery companies as Foodpanda and Deliveroo PLC.</p><p><blockquote>它还与Foodpanda和户户送等外卖公司竞争。</blockquote></p><p> <b>WHAT ARE GRAB'S FINANCIALS?</b></p><p><blockquote><b>GRAB 的财务状况如何？</b></blockquote></p><p> Grab's third-quarter revenue fell 9% from a year earlier to $157 million. Its adjusted loss before interest, taxes, depreciation and amortization (EBITDA) widened 66% to $212 million. Gross merchandise value hit a quarterly record of $4 billion.</p><p><blockquote>Grab 第三季度收入同比下降 9%，至 1.57 亿美元。其息税折旧摊销前调整后亏损 (EBITDA) 扩大 66% 至 2.12 亿美元。商品总价值创下40亿美元的季度纪录。</blockquote></p><p> The delivery business has emerged as the biggest segment as more consumers shifted to online food delivery during the pandemic.</p><p><blockquote>随着疫情期间越来越多的消费者转向在线食品配送，配送业务已成为最大的细分市场。</blockquote></p><p> Grab forecasts it will turn profitable on an EBITDA basis in 2023.</p><p><blockquote>Grab 预计 2023 年 EBITDA 将实现盈利。</blockquote></p><p> <b>WHO ARE ITS KEY EXECUTIVES?</b></p><p><blockquote><b>它的主要高管是谁？</b></blockquote></p><p> Anthony Tan, 39, is the company's CEO and co-founder.</p><p><blockquote>39 岁的 Anthony Tan 是该公司的首席执行官兼联合创始人。</blockquote></p><p> Fellow co-founder Tan Hooi Ling, 38, runs Grab's operations, including corporate strategy and technology.</p><p><blockquote>38 岁的联合创始人 Tan Hooi Ling 负责管理 Grab 的运营，包括企业战略和技术。</blockquote></p><p> Both Tans, unrelated, met at Harvard Business School, where they conceived the idea of the ride-hailing company.</p><p><blockquote>两位没有血缘关系的谭氏在哈佛商学院相识，在那里他们构思了打车公司的想法。</blockquote></p><p> Grab's president, Ming Maa, is a prominent dealmaker from SoftBank, who joined the company in 2016.</p><p><blockquote>Grab 总裁 Ming Maa 是软银的著名交易撮合者，于 2016 年加入该公司。</blockquote></p><p> <b>Here are some milestones for the Singapore-headquartered company:</b></p><p><blockquote><b>以下是这家总部位于新加坡的公司的一些里程碑：</b></blockquote></p><p> 2011: Anthony Tan and co-founder Tan Hooi Ling create Grab in a Harvard Business School venture competition plan</p><p><blockquote>2011 年：Anthony Tan 和联合创始人 Tan Hooi Ling 在哈佛商学院创业竞赛计划中创建 Grab</blockquote></p><p> 2012: Launches as MyTeksi taxi booking service in Malaysia</p><p><blockquote>2012年：在马来西亚推出MyTeksi出租车预订服务</blockquote></p><p> 2013: Expands to the Philippines, Thailand, Singapore as GrabTaxi</p><p><blockquote>2013年：作为GrabTaxi扩展到菲律宾、泰国和新加坡</blockquote></p><p> April 2014: Announces Series A funding</p><p><blockquote>2014 年 4 月：宣布 A 轮融资</blockquote></p><p> June 2014: Launches in Indonesia</p><p><blockquote>2014年6月：在印度尼西亚推出</blockquote></p><p> December 2014: Japan's SoftBank&nbsp;invests $250 million in a funding round</p><p><blockquote>2014 年 12 月：日本软银在一轮融资中投资 2.5 亿美元</blockquote></p><p> August 2015: Becomes a unicorn after $350 million funding round</p><p><blockquote>2015年8月：3.5亿美元融资后成为独角兽</blockquote></p><p> December 2015: Announces a strategic partnership with other ride-hailing companies Ola, Didi, and Lyft that competed against Uber</p><p><blockquote>2015年12月：宣布与其他网约车公司Ola、滴滴和Lyft建立战略合作伙伴关系，与Uber展开竞争</blockquote></p><p> January 2016: Rebrands to Grab from GrabTaxi to reflect expanding services</p><p><blockquote>2016 年 1 月：GrabTaxi 更名 Grab，以反映服务的扩展</blockquote></p><p> November 2017: Launches GrabPay payments service for third-party transactions</p><p><blockquote>2017年11月：推出第三方交易GrabPay支付服务</blockquote></p><p> March 2018: Announces acquisition of Uber's business in Southeast Asia through an all-share deal, Uber becomes a strategic shareholder</p><p><blockquote>2018年3月：宣布通过全股权交易收购Uber东南亚业务，Uber成为战略股东</blockquote></p><p> May 2018: Pilots GrabFood delivery service</p><p><blockquote>2018 年 5 月：试点 GrabFood 配送服务</blockquote></p><p> July 2018: Unveils \"superapp\" strategy that provides a range of services under one platform</p><p><blockquote>2018年7月：推出“超级应用”策略，在一个平台下提供一系列服务</blockquote></p><p> March 2019: Reaches valuation of about $14 billion</p><p><blockquote>2019年3月：估值达到约140亿美元</blockquote></p><p> December 2020: Wins digital full bank license in Singapore in a partnership with Singapore Telecommunications Ltd</p><p><blockquote>2020年12月：与Singapore Telecommunications Ltd合作，赢得新加坡数字全银行牌照</blockquote></p><p></p><p> April 2021: Agrees to list on Nasdaq through a merger with special-purpose acquisition company Altimeter Growth Corp&nbsp;securing a valuation of nearly $40 billion</p><p><blockquote>2021年4月：同意通过与特殊目的收购公司Altimeter Growth Corp合并在纳斯达克上市，估值近400亿美元</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/markets/us/grab-debuts-nasdaq-marking-biggest-southeast-asia-listing-2021-12-02/\">Reuters</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"source_url":"https://www.reuters.com/markets/us/grab-debuts-nasdaq-marking-biggest-southeast-asia-listing-2021-12-02/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107545461","content_text":"Grab, Southeast Asia's biggest ride-hailing and food delivery firm,lists on Nasdaq on Thursday following its $40 billion merger with special-purpose acquisition company (SPAC) Altimeter Growth Corp.\nThe deal is the world's biggest ever by a blank-check company and the biggest U.S. listing by a Southeast Asian firm.\nWHAT IS GRAB?\nFounded in 2012, Grab is Southeast Asia's largest startup, valued at just over $16 billion last year. It launched as a Malaysian taxi-hailing service and now calls itself a \"superapp\" after expanding into food, grocery and parcel delivery and to digital payments, lending and other financial services.\nSingapore-headquartered Grab operates across 465 cities in eight countries in the region, counting Indonesia as its biggest. Its venture with Singapore Telecommunications Ltd(STEL.SI)was awarded a digital bank license in Singapore last year.\nGrab gained the global spotlight in 2018 when it bought the Southeast Asian business of Uber Technologies Inc(UBER.N)in return for the U.S. ride-hailing company taking a stake in Grab.\nWith some 8,000 employees, Grab has tech centres in Singapore, Beijing, Seattle, Bengaluru and other places.\nWHO'S BACKING GRAB? \nEarly investors include Japan's SoftBank, China's Didi Chuxing and venture capital firms Vertex Ventures Holdings and GGV Capital.\nGrab raised about $12 billion ahead of the listing. Investors range from venture and hedge funds to automobile companies and other ride-hailing firms, and include:\nUber, Booking Holdings Inc, China Investment Corp, Coatue Management, Hillhouse Capital, Hyundai Motor Co, Invesco Ltd, Microsoft Corp, Ping An Capital Co, Toyota Motor Corp, and Yamaha Motor Co..\nIn the SPAC deal, about three dozen investors came on board including Temasek Holdings, BlackRock, Fidelity International, Abu Dhabi's Mubadala and Malaysia's Permodalan Nasional Bhd and Altimeter Capital.\nWHO'S THE COMPETITION? \nGoTo Group, formed by the merger of Indonesian ride-hailing and deliveries firm Gojek and local e-commerce leader Tokopedia is Grab's biggest competitor.\nSingapore-based Sea Ltd, which has e-commerce, gaming and a digital payments business, and is also muscling into food delivery and financial services in Indonesia. Sea has also won a digital bank license in Singapore.\nGrab is likely to increasingly start competing with banks as it expands its financial services.\nIt also competes with such delivery companies as Foodpanda and Deliveroo PLC.\nWHAT ARE GRAB'S FINANCIALS?\nGrab's third-quarter revenue fell 9% from a year earlier to $157 million. Its adjusted loss before interest, taxes, depreciation and amortization (EBITDA) widened 66% to $212 million. Gross merchandise value hit a quarterly record of $4 billion.\nThe delivery business has emerged as the biggest segment as more consumers shifted to online food delivery during the pandemic.\nGrab forecasts it will turn profitable on an EBITDA basis in 2023.\nWHO ARE ITS KEY EXECUTIVES?\nAnthony Tan, 39, is the company's CEO and co-founder.\nFellow co-founder Tan Hooi Ling, 38, runs Grab's operations, including corporate strategy and technology.\nBoth Tans, unrelated, met at Harvard Business School, where they conceived the idea of the ride-hailing company.\nGrab's president, Ming Maa, is a prominent dealmaker from SoftBank, who joined the company in 2016.\nHere are some milestones for the Singapore-headquartered company:\n2011: Anthony Tan and co-founder Tan Hooi Ling create Grab in a Harvard Business School venture competition plan\n2012: Launches as MyTeksi taxi booking service in Malaysia\n2013: Expands to the Philippines, Thailand, Singapore as GrabTaxi\nApril 2014: Announces Series A funding\nJune 2014: Launches in Indonesia\nDecember 2014: Japan's SoftBank invests $250 million in a funding round\nAugust 2015: Becomes a unicorn after $350 million funding round\nDecember 2015: Announces a strategic partnership with other ride-hailing companies Ola, Didi, and Lyft that competed against Uber\nJanuary 2016: Rebrands to Grab from GrabTaxi to reflect expanding services\nNovember 2017: Launches GrabPay payments service for third-party transactions\nMarch 2018: Announces acquisition of Uber's business in Southeast Asia through an all-share deal, Uber becomes a strategic shareholder\nMay 2018: Pilots GrabFood delivery service\nJuly 2018: Unveils \"superapp\" strategy that provides a range of services under one platform\nMarch 2019: Reaches valuation of about $14 billion\nDecember 2020: Wins digital full bank license in Singapore in a partnership with Singapore Telecommunications Ltd\nApril 2021: Agrees to list on Nasdaq through a merger with special-purpose acquisition company Altimeter Growth Corp securing a valuation of nearly $40 billion","news_type":1,"symbols_score_info":{"GRAB":0.9,"AGC":0.9}},"isVote":1,"tweetType":1,"viewCount":706,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876762519,"gmtCreate":1637366648847,"gmtModify":1637366649162,"author":{"id":"3586853256703013","authorId":"3586853256703013","name":"aprilialand","avatar":"https://static.tigerbbs.com/ad4187787e31be179ad7d058aee6bd08","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586853256703013","authorIdStr":"3586853256703013"},"themes":[],"title":"","htmlText":"buy and up..","listText":"buy and up..","text":"buy and up..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/876762519","repostId":"1101508779","repostType":4,"repost":{"id":"1101508779","kind":"news","pubTimestamp":1637365311,"share":"https://www.laohunote.com/m/news/1101508779?lang=zh_CN&edition=full","pubTime":"2021-11-20 07:41","market":"us","language":"en","title":"Apple Is Touching Record Levels, How High Can It Go?<blockquote>苹果正在触及创纪录水平，它能达到多高？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1101508779","media":"The Street","summary":"Apple (AAPL) stock is making a statement, pushing to all-time highs in back-to-back sessions.\nThe st","content":"<p>Apple&nbsp;(<b>AAPL</b>) stock is making a statement, pushing to all-time highs in back-to-back sessions.</p><p><blockquote>苹果（<b>苹果</b>) 股市正在发表声明，连续交易日创下历史新高。</blockquote></p><p> The stock is up 1.7% as the bulls again bid higher. That comes after Thursday’s 2.85% rally, which sent the country’s largest company by market cap to new all-time highs.</p><p><blockquote>随着多头再次出价走高，该股上涨 1.7%。在此之前，这家美国市值最大的公司周四上涨了 2.85%，创下了历史新高。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/58b0d9007b222ec11ec1aee771adb6d1\" tg-width=\"889\" tg-height=\"640\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Apple stock took off on Thursday followingreports of its autonomous car.&nbsp;Apple’s current $2.61 trillion market cap edges out Microsoft’s&nbsp;(<b>MSFT</b>)&nbsp;$2.58 trillion valuation.</p><p><blockquote>周四，在有关其自动驾驶汽车的报道公布后，苹果股价大涨。苹果目前的市值为 2.61 万亿美元，远远超过了微软（<b>微软</b>) 估值 2.58 万亿美元。</blockquote></p><p> The stock is now working on its sixth straight daily gain.</p><p><blockquote>该股目前正在实现连续第六天上涨。</blockquote></p><p> Wedbush analysts added to the bullishness today. They named Apple their top FAANG pick for 2022, while setting abullish price target on the Nasdaq.</p><p><blockquote>韦德布什分析师今天增加了乐观情绪。他们将苹果列为 2022 年 FAANG 的首选，同时为纳斯达克设定了看涨的价格目标。</blockquote></p><p> In January, April and July, Apple blew the roof off with its earnings results. Yet the stock didn’t reward shareholders.</p><p><blockquote>一月、四月和七月，苹果的盈利结果令人惊艳。然而，这只股票并没有给股东带来回报。</blockquote></p><p> In the first two instances, Apple stock reversed hard. In both of those instances though, trend support held where it needed to. In the third instance, the prior all-time high near $145 ultimately held as support.</p><p><blockquote>在前两个例子中，苹果股票大幅反转。不过，在这两种情况下，趋势支撑都在需要的地方持续存在。在第三种情况下，之前145美元附近的历史高点最终被视为支撑。</blockquote></p><p> Apple has been a rewarding holding over the past year, but it’s also been frustrating for some investors. It’s slowly but surely pushed its way higher -- but the sluggishness and the selloffs after strong earnings have tested some investors' patience.</p><p><blockquote>在过去的一年里，苹果一直是值得持有的股票，但也让一些投资者感到沮丧。它缓慢但坚定地走高--但强劲盈利后的低迷和抛售考验了一些投资者的耐心。</blockquote></p><p> And while its gains have been solid, it still lags the S&amp;P 500 in performance this year. Over the past year, Apple's 35% gain overtook the index's 32% return only due to this week's rally.</p><p><blockquote>尽管其收益稳健，但今年的业绩仍落后于标普500。过去一年，苹果 35% 的涨幅超过了该指数 32% 的回报率，这仅仅是因为本周的反弹。</blockquote></p><p> Additionally, the two-times range extension from the previously-mentioned September 2020 range comes into play near $173.</p><p><blockquote>此外，前面提到的2020年9月范围的两倍范围扩展在173美元附近发挥作用。</blockquote></p><p> We are watching for a close above $160 in order to open the door for a potential rally to the $169 to $173 area.</p><p><blockquote>我们正在关注收盘价高于 160 美元，以便为可能反弹至 169 美元至 173 美元区域打开大门。</blockquote></p><p> Above $175 and longer-term bulls can look at the $188 to $194 area as the next upside target zone.</p><p><blockquote>高于 175 美元和长期多头可以将 188 美元至 194 美元区域视为下一个上行目标区域。</blockquote></p><p> On the downside, a move back below the prior high at $157.26 should have traders on guard for potentially more selling. Below Friday’s low and a test of the 10-day moving average may be next.</p><p><blockquote>不利的一面是，跌破前高点 157.26 美元应该会让交易者对潜在的更多抛售保持警惕。接下来可能会跌破周五的低点并测试 10 天移动平均线。</blockquote></p><p> Along with Amazon&nbsp;(<b>AMZN</b>) , Apple is looking like a great buy-the-dips candidate going forward.</p><p><blockquote>与亚马逊一起（<b>亚马逊</b>），苹果看起来是未来逢低买入的绝佳候选人。</blockquote></p><p></p>","source":"lsy1610613172068","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Is Touching Record Levels, How High Can It Go?<blockquote>苹果正在触及创纪录水平，它能达到多高？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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\">\nApple Is Touching Record Levels, How High Can It Go?<blockquote>苹果正在触及创纪录水平，它能达到多高？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Street</strong><span class=\"h-time small\">2021-11-20 07:41</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple&nbsp;(<b>AAPL</b>) stock is making a statement, pushing to all-time highs in back-to-back sessions.</p><p><blockquote>苹果（<b>苹果</b>) 股市正在发表声明，连续交易日创下历史新高。</blockquote></p><p> The stock is up 1.7% as the bulls again bid higher. That comes after Thursday’s 2.85% rally, which sent the country’s largest company by market cap to new all-time highs.</p><p><blockquote>随着多头再次出价走高，该股上涨 1.7%。在此之前，这家美国市值最大的公司周四上涨了 2.85%，创下了历史新高。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/58b0d9007b222ec11ec1aee771adb6d1\" tg-width=\"889\" tg-height=\"640\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Apple stock took off on Thursday followingreports of its autonomous car.&nbsp;Apple’s current $2.61 trillion market cap edges out Microsoft’s&nbsp;(<b>MSFT</b>)&nbsp;$2.58 trillion valuation.</p><p><blockquote>周四，在有关其自动驾驶汽车的报道公布后，苹果股价大涨。苹果目前的市值为 2.61 万亿美元，远远超过了微软（<b>微软</b>) 估值 2.58 万亿美元。</blockquote></p><p> The stock is now working on its sixth straight daily gain.</p><p><blockquote>该股目前正在实现连续第六天上涨。</blockquote></p><p> Wedbush analysts added to the bullishness today. They named Apple their top FAANG pick for 2022, while setting abullish price target on the Nasdaq.</p><p><blockquote>韦德布什分析师今天增加了乐观情绪。他们将苹果列为 2022 年 FAANG 的首选，同时为纳斯达克设定了看涨的价格目标。</blockquote></p><p> In January, April and July, Apple blew the roof off with its earnings results. Yet the stock didn’t reward shareholders.</p><p><blockquote>一月、四月和七月，苹果的盈利结果令人惊艳。然而，这只股票并没有给股东带来回报。</blockquote></p><p> In the first two instances, Apple stock reversed hard. In both of those instances though, trend support held where it needed to. In the third instance, the prior all-time high near $145 ultimately held as support.</p><p><blockquote>在前两个例子中，苹果股票大幅反转。不过，在这两种情况下，趋势支撑都在需要的地方持续存在。在第三种情况下，之前145美元附近的历史高点最终被视为支撑。</blockquote></p><p> Apple has been a rewarding holding over the past year, but it’s also been frustrating for some investors. It’s slowly but surely pushed its way higher -- but the sluggishness and the selloffs after strong earnings have tested some investors' patience.</p><p><blockquote>在过去的一年里，苹果一直是值得持有的股票，但也让一些投资者感到沮丧。它缓慢但坚定地走高--但强劲盈利后的低迷和抛售考验了一些投资者的耐心。</blockquote></p><p> And while its gains have been solid, it still lags the S&amp;P 500 in performance this year. Over the past year, Apple's 35% gain overtook the index's 32% return only due to this week's rally.</p><p><blockquote>尽管其收益稳健，但今年的业绩仍落后于标普500。过去一年，苹果 35% 的涨幅超过了该指数 32% 的回报率，这仅仅是因为本周的反弹。</blockquote></p><p> Additionally, the two-times range extension from the previously-mentioned September 2020 range comes into play near $173.</p><p><blockquote>此外，前面提到的2020年9月范围的两倍范围扩展在173美元附近发挥作用。</blockquote></p><p> We are watching for a close above $160 in order to open the door for a potential rally to the $169 to $173 area.</p><p><blockquote>我们正在关注收盘价高于 160 美元，以便为可能反弹至 169 美元至 173 美元区域打开大门。</blockquote></p><p> Above $175 and longer-term bulls can look at the $188 to $194 area as the next upside target zone.</p><p><blockquote>高于 175 美元和长期多头可以将 188 美元至 194 美元区域视为下一个上行目标区域。</blockquote></p><p> On the downside, a move back below the prior high at $157.26 should have traders on guard for potentially more selling. Below Friday’s low and a test of the 10-day moving average may be next.</p><p><blockquote>不利的一面是，跌破前高点 157.26 美元应该会让交易者对潜在的更多抛售保持警惕。接下来可能会跌破周五的低点并测试 10 天移动平均线。</blockquote></p><p> Along with Amazon&nbsp;(<b>AMZN</b>) , Apple is looking like a great buy-the-dips candidate going forward.</p><p><blockquote>与亚马逊一起（<b>亚马逊</b>），苹果看起来是未来逢低买入的绝佳候选人。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/investing/how-to-trade-apple-at-record-levels-november-2021\">The Street</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/investing/how-to-trade-apple-at-record-levels-november-2021","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101508779","content_text":"Apple (AAPL) stock is making a statement, pushing to all-time highs in back-to-back sessions.\nThe stock is up 1.7% as the bulls again bid higher. That comes after Thursday’s 2.85% rally, which sent the country’s largest company by market cap to new all-time highs.\n\nApple stock took off on Thursday followingreports of its autonomous car. Apple’s current $2.61 trillion market cap edges out Microsoft’s (MSFT) $2.58 trillion valuation.\nThe stock is now working on its sixth straight daily gain.\nWedbush analysts added to the bullishness today. They named Apple their top FAANG pick for 2022, while setting abullish price target on the Nasdaq.\nIn January, April and July, Apple blew the roof off with its earnings results. Yet the stock didn’t reward shareholders.\nIn the first two instances, Apple stock reversed hard. In both of those instances though, trend support held where it needed to. In the third instance, the prior all-time high near $145 ultimately held as support.\nApple has been a rewarding holding over the past year, but it’s also been frustrating for some investors. It’s slowly but surely pushed its way higher -- but the sluggishness and the selloffs after strong earnings have tested some investors' patience.\nAnd while its gains have been solid, it still lags the S&P 500 in performance this year. Over the past year, Apple's 35% gain overtook the index's 32% return only due to this week's rally.\nAdditionally, the two-times range extension from the previously-mentioned September 2020 range comes into play near $173.\nWe are watching for a close above $160 in order to open the door for a potential rally to the $169 to $173 area.\nAbove $175 and longer-term bulls can look at the $188 to $194 area as the next upside target zone.\nOn the downside, a move back below the prior high at $157.26 should have traders on guard for potentially more selling. Below Friday’s low and a test of the 10-day moving average may be next.\nAlong with Amazon (AMZN) , Apple is looking like a great buy-the-dips candidate going forward.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":898,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":815725112,"gmtCreate":1630721337836,"gmtModify":1631893209562,"author":{"id":"3586853256703013","authorId":"3586853256703013","name":"aprilialand","avatar":"https://static.tigerbbs.com/ad4187787e31be179ad7d058aee6bd08","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586853256703013","authorIdStr":"3586853256703013"},"themes":[],"title":"","htmlText":"pls like","listText":"pls like","text":"pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/815725112","repostId":"1186003479","repostType":4,"isVote":1,"tweetType":1,"viewCount":671,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836249777,"gmtCreate":1629503519999,"gmtModify":1633684450871,"author":{"id":"3586853256703013","authorId":"3586853256703013","name":"aprilialand","avatar":"https://static.tigerbbs.com/ad4187787e31be179ad7d058aee6bd08","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586853256703013","authorIdStr":"3586853256703013"},"themes":[],"title":"","htmlText":"pls like","listText":"pls like","text":"pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/836249777","repostId":"2161743232","repostType":4,"isVote":1,"tweetType":1,"viewCount":628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":873610996,"gmtCreate":1636936566043,"gmtModify":1636936566176,"author":{"id":"3586853256703013","authorId":"3586853256703013","name":"aprilialand","avatar":"https://static.tigerbbs.com/ad4187787e31be179ad7d058aee6bd08","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586853256703013","authorIdStr":"3586853256703013"},"themes":[],"title":"","htmlText":"like pls","listText":"like pls","text":"like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/873610996","repostId":"1178164317","repostType":4,"repost":{"id":"1178164317","kind":"news","pubTimestamp":1636936020,"share":"https://www.laohunote.com/m/news/1178164317?lang=zh_CN&edition=full","pubTime":"2021-11-15 08:27","market":"us","language":"en","title":"GE and JNJ Aren't the Only Aging Companies That Could Benefit From a Breakup<blockquote>GE 和 JNJ 并不是唯一可以从分拆中受益的老龄化公司</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1178164317","media":"Thestreet","summary":"After years of turmoil and a valiant effort by its latest CEO Larry Culp, General Electric (GE) fina","content":"<p>After years of turmoil and a valiant effort by its latest CEO Larry Culp, General Electric (GE) finally gave up in its efforts to salvage its broad-reaching business as a singular unit.</p><p><blockquote>经过多年的动荡和新任首席执行官拉里·卡尔普的英勇努力，通用电气 (GE) 最终放弃了挽救其作为一个单一部门广泛业务的努力。</blockquote></p><p> The company has consistently spun off numerous assets across the sprawling conglomerate in recent years to lessen its debt load. Perhaps most important was a $20 billion deal to ship its biopharmaceutical business to Danaher (DHR) in 2020. Yet, it appears the moves were not enough to satisfy Culp's ambitious recovery goals for the once-great industrial giant.</p><p><blockquote>近年来，该公司不断剥离庞大企业集团的众多资产，以减轻其债务负担。也许最重要的是 2020 年以 200 亿美元的价格将其生物制药业务出售给丹纳赫 (DHR)。然而，这些举措似乎不足以满足卡尔普为这家曾经伟大的工业巨头制定的雄心勃勃的复苏目标。</blockquote></p><p> \"The world demands-and deserves-we bring our best to solve the biggest challenges in flight, healthcare, and energy,\" Culp said in a statement on Tuesday. \"By creating three industry-leading, global public companies, each can benefit from greater focus, tailored capital allocation, and strategic flexibility to drive long-term growth and value for customers, investors, and employees. We are putting our technology expertise, leadership, and global reach to work to better serve our customers.\"</p><p><blockquote>卡尔普在周二的一份声明中表示：“世界要求——也理应——我们尽最大努力解决航空、医疗保健和能源领域的最大挑战。”“通过创建三家行业领先的全球上市公司，每家公司都可以从更大的关注、量身定制的资本配置和战略灵活性中受益，以推动客户、投资者和员工的长期增长和价值。我们正在利用我们的技术专长、领导力和全球影响力来更好地服务我们的客户。”</blockquote></p><p> Similarly, the lawsuit-besieged Johnson &amp; Johnson (JNJ)announced it would spin off its consumer health division&nbsp;from its higher growth pharmaceutical and medical devices divisions in the coming two years.</p><p><blockquote>同样，陷入诉讼困境的强生公司 (JNJ) 宣布将在未来两年内从其高增长的制药和医疗器械部门中剥离消费者健康部门。</blockquote></p><p> Judging by the&nbsp;jump in GE stock after the announcement&nbsp;and the early jolt to Johnson &amp; Johnson stock after its announcement Friday<u>,</u>the market certainly looks as though it was offering its initial approval for the streamlining of separate companies. Still, a few questions quickly come to mind.</p><p><blockquote>从公告发布后通用电气股价的上涨以及周五公告发布后强生公司股价的早盘震荡来看<u>,</u>市场看起来确实是在为精简独立公司提供初步批准。尽管如此，几个问题还是很快浮现在脑海中。</blockquote></p><p> First, is this indeed a deft move by management in both cases and therefore deserving of the share-price reaction? And if so, are there more companies that could benefit from following the example set by both of these storied companies?</p><p><blockquote>首先，这是否确实是管理层在这两种情况下的巧妙举动，因此值得股价反应？如果是这样，是否有更多的公司可以从这两家传奇公司树立的榜样中受益？</blockquote></p><p> <b>Better After a Breakup?</b></p><p><blockquote><b>分手后更好？</b></blockquote></p><p> The first line of questioning is one of whether or not two or three firms are truly better than one.</p><p><blockquote>第一条问题是两三家公司是否真的比一家好。</blockquote></p><p> On paper, it would certainly appear to be so. As of Thursday's market open, GE touted a valuation of about $119 billion as a total entity. However, when broken into constituent parts, RBC Capital Markets analyst Deane Dray suggested up to a 20% upside for investors. Judging by company metrics and projections, it could well be even higher.</p><p><blockquote>从纸面上看，情况确实如此。截至周四开盘，通用电气作为一个整体的估值约为1190亿美元。然而，当细分为组成部分时，加拿大皇家银行资本市场分析师迪恩·德雷 (Deane Dray) 表示，投资者的上涨空间高达 20%。从公司指标和预测来看，这个数字很可能会更高。</blockquote></p><p> Also, each of the spun-off GE units will be less encumbered by the debt of their former counterparts within the broader company, especially as asset sales in recent years alleviate debt and pension issues. Further, future deals are more likely to reach approval based upon diminished antitrust risk, opening a much wider world of opportunity for investors in the streamlined companies.</p><p><blockquote>此外，每个分拆出来的通用电气部门都将减少受公司内部前同行债务的负担，特别是近年来的资产出售缓解了债务和养老金问题。此外，基于反垄断风险的降低，未来的交易更有可能获得批准，为精简公司的投资者打开了一个更广阔的机会世界。</blockquote></p><p> The logic is very much the same for Johnson &amp; Johnson as its pharmaceutical business breaks free from the burdensome troubles of&nbsp;lawsuits over talcum-powder&nbsp;products as well as low-margin medicines like Tylenol. Separation is seen as a key step toward unlocking innovation.</p><p><blockquote>强生公司的逻辑大致相同，因为其制药业务摆脱了滑石粉产品以及泰诺等低利润药物诉讼的繁重麻烦。分离被视为释放创新的关键一步。</blockquote></p><p> \"For the new Johnson &amp; Johnson, this planned separation underscores our focus on delivering industry-leading biopharmaceutical and medical device innovation and technology with the goal of bringing new solutions to market for patients and healthcare systems, while creating sustainable value for shareholders,\" CEO Alex Gorsky explained in a statement. \"We believe that the New Consumer Health Company would be a global leader across attractive and growing consumer health categories, and a streamlined and targeted corporate structure would provide it with the agility and flexibility to grow its iconic portfolio of brands and innovate new products.\"</p><p><blockquote>“对于新强生公司来说，这一计划中的分离凸显了我们对提供行业领先的生物制药和医疗器械创新和技术的关注，目标是为患者和医疗保健系统带来新的解决方案，同时为股东创造可持续价值，”首席执行官亚历克斯·戈尔斯基在一份声明中解释道。“我们相信，新的消费者健康公司将成为有吸引力和不断增长的消费者健康类别的全球领导者，精简和有针对性的公司结构将为其提供敏捷性和灵活性，以发展其标志性品牌组合并创新新产品。”</blockquote></p><p> To be sure, these targets and optimistic angles assume a rosy trajectory for each of the newly formed firms. As the example of DowDupont (now Dupont (DD) , Dow Inc. (DOW) , and Corteva (CTVA) ) shows, splitting up historic firms with sprawling business is not always a process that progresses precisely to plan.</p><p><blockquote>可以肯定的是，这些目标和乐观的角度假设了每个新成立的公司都有一个乐观的轨迹。正如陶氏杜邦（现为杜邦（DD）、陶氏公司（DOW）和科迪华（CTVA））的例子所示，拆分业务庞大的历史悠久的公司并不总是一个完全按照计划进行的过程。</blockquote></p><p> Since splitting, the two storied industrial companies, once combined into one mega-conglomerate, have not had much success.</p><p><blockquote>自拆分以来，这两家曾经合并为一家大型企业集团的传奇工业公司并没有取得多大成功。</blockquote></p><p> \"New Dow will be well positioned to drive best-in-class financial performance and shareholder returns,\" Dow CEO Jim Fitterling said ahead of the firm's 2019 spinoff to a standalone firm. \"We have a focused playbook of cost and growth drivers, clear and disciplined capital allocation priorities and a strong balance sheet. Our path to shareholder value creation is straightforward and in our control.\"</p><p><blockquote>陶氏化学首席执行官吉姆·菲特林 (Jim Fitterling) 在公司 2019 年分拆为一家独立公司之前表示：“新陶氏化学将处于有利地位，能够推动一流的财务业绩和股东回报。”“我们有一个重点突出的成本和增长驱动因素、清晰且有纪律的资本配置优先事项以及强大的资产负债表。我们为股东创造价值的道路是直接的，并且在我们的控制之中。”</blockquote></p><p> These pronouncements are very much in line with what GE has said of each of its planned new standalone entities. Also, in a move very much reminiscent of GE's quarterly results in recent years, the pronouncement promised much more than what has actually been delivered.</p><p><blockquote>这些声明与通用电气对其计划中的每个新独立实体的说法非常一致。此外，这一举动让人想起通用电气近年来的季度业绩，该声明所承诺的远远多于实际兑现的内容。</blockquote></p><p> Since it's spinoff was official in April 2019, DOW stock has marked a less than 10% gain. Meanwhile, the S&amp;P has risen over 60% over the same period.</p><p><blockquote>自 2019 年 4 月正式分拆以来，道琼斯指数股价涨幅不到 10%。与此同时，标准普尔指数同期上涨超过 60%。</blockquote></p><p> <b>An Example to Follow?</b></p><p><blockquote><b>可以效仿的榜样？</b></blockquote></p><p></p><p> Still, assuming things do go well post-breakup, these moves could serve as a benchmark for other bigger, older, and perhaps bloated companies. At the very least, this is the logic adopted not only by aging and perhaps overcomplicated American conglomerates like GE and Johnson &amp; Johnson, but also the nearly 150-year-old Japanese giant Toshiba (TOSBF) . In short, it looks as though a trend is taking hold.</p><p><blockquote>尽管如此，假设分手后一切进展顺利，这些举措可以作为其他更大、更老、甚至可能臃肿的公司的基准。至少，这不仅是通用电气和强生等老龄化且可能过于复杂的美国企业集团所采用的逻辑，也是拥有近150年历史的日本巨头东芝（TOSBF）所采用的逻辑。简而言之，看起来一种趋势正在形成。</blockquote></p><p> \"Companies that have very diversified portfolios continue to dilute the value to the shareholders,\" David Braun, CEO of M&amp;A advisory firm Capstone Strategic, told Real Money. \"We are in an era where technology and access to capital are different things. A conglomerate is going to have trouble competing.\"</p><p><blockquote>并购咨询公司 Capstone Strategic 首席执行官大卫·布劳恩 (David Braun) 告诉 Real Money：“投资组合非常多元化的公司继续稀释股东的价值。”“我们生活在一个技术和资本获取是两码事的时代。企业集团将很难竞争。”</blockquote></p><p> He suggested that Emerson Electric (EMR) and Berkshire Hathaway (BRK.A) &nbsp; (BRK.B) are two companies that could likely benefit from a similar breakup.</p><p><blockquote>他表示，艾默生电气 (EMR) 和伯克希尔哈撒韦公司 (BRK.A) (BRK.B) 是两家可能从类似分拆中受益的公司。</blockquote></p><p> \"They continue to stockpile excess cash they cannot deploy,\" Braun added, voicing the drawbacks of the behemoth business. \"I'm not sure they benefit from that model any longer.\"</p><p><blockquote>“他们继续储备无法部署的多余现金，”布劳恩补充道，并表达了庞大业务的缺点。“我不确定他们是否还能从这种模式中受益。”</blockquote></p><p> On the former, he is far from the first to suggest such a move. RBC's Deane Dray has actually been calling for such a breakup for a few years, alongside 3M (MMM) and Roper Technologies (ROP) , firms he also believes could benefit from being a bit less bulky.</p><p><blockquote>在前者方面，他远不是第一个建议采取这样的举措的人。加拿大皇家银行 (RBC) 的迪恩·德雷 (Deane Dray) 实际上几年来一直在呼吁这样的拆分，他还呼吁 3M（3M）和 Roper Technologies (ROP)，他认为这两家公司可以从规模小一点中受益。</blockquote></p><p> \"We believe the pendulum is still swinging towards the 'urge to demerge' trend,\" he wrote in a note on Tuesday. \"GE's announcement today could embolden the boards of several other multi-industry companies to move ahead on more aggressive portfolio simplification moves, including Emerson, Roper Technologies and 3M.\"</p><p><blockquote>他在周二的一份报告中写道：“我们认为钟摆仍在朝着‘分离冲动’趋势摆动。”“通用电气今天的公告可能会鼓励其他几家跨行业公司的董事会采取更积极的投资组合简化措施，其中包括艾默生、罗珀技术公司和 3M。”</blockquote></p><p> As far back as 2019, Dray suggested a breakup of Emerson's automation and commercial divisions could be a boon for shareholders. While the stock has been on a roll since the pandemic began, such a breakup has already been intensely considered by management. In early February, Emerson announced it would not pursue a split \"unless a major strategic acquisition catalyst is actioned.\"</p><p><blockquote>早在 2019 年，德雷就表示艾默生自动化和商业部门的拆分可能对股东有利。虽然自疫情开始以来，该股一直在上涨，但管理层已经认真考虑过这样的分拆。二月初，艾默生宣布“除非采取重大战略收购催化剂”，否则不会寻求拆分。</blockquote></p><p> At the least, if such a catalyst is to appear the company is clearly willing to consider such an option.</p><p><blockquote>至少，如果出现这样的催化剂，公司显然愿意考虑这样的选择。</blockquote></p><p> For Berkshire, it is eminently unlikely that any moves come while both Warren Buffett and Charlie Munger helm the conglomerate.&nbsp;But prospects for such a breakup could take many forms considering the business spans industries from insurance to construction to railroads. As such, attempting to size up a form that such a move might take is nearly impossible to forecast.</p><p><blockquote>对于伯克希尔来说，当沃伦·巴菲特和查理·芒格同时掌舵这家企业集团时，任何举措都不太可能发生。但考虑到业务跨越从保险、建筑到铁路等行业，这种分拆的前景可能会有多种形式。因此，试图评估这种举措可能采取的形式几乎是不可能预测的。</blockquote></p><p> Finally, the prospects of a 3M breakup are certainly not out of the question.</p><p><blockquote>最后，3M 分手的前景当然不是不可能的。</blockquote></p><p> Investors in the storied firm are understandably frustrated. Long-term shareholders have seen the stock stagnate over the past five years, marking a basically flat return even after shares were buoyed by demand for PPE and healthcare equipment that the firm manufactured during the pandemic. Looking back on the boost to the shares, many might have been happier with a pure-play option for healthcare and protective equipment rather than a company also weighed down by industrial, transportation, and consumer segments.</p><p><blockquote>这家传奇公司的投资者感到沮丧是可以理解的。长期股东看到该股在过去五年中停滞不前，即使该公司在大流行期间生产的个人防护设备和医疗设备的需求提振了股价，但回报率基本持平。回顾股价的提振，许多人可能更喜欢医疗保健和防护设备的纯粹选择，而不是一家同样受到工业、运输和消费领域拖累的公司。</blockquote></p><p> Toward this end, the company may have already telegraphed its intention to move toward breaking up. In March 2019, the company divided its business into four units. The units, entitled safety &amp; industrial, transportation &amp; electronics, healthcare, and consumer respectively, were created in order to focus the business.</p><p><blockquote>为此，该公司可能已经发出了分拆的意图。于二零一九年三月，本公司将其业务分为四个单位。为了集中业务，创建了分别名为安全与工业、运输与电子、医疗保健和消费者的部门。</blockquote></p><p> \"We are continuing to advance 3M into the future, and today's actions will strengthen our ability to meet the fast-moving needs of our customers,\" 3M CEO Mike Roman said at the time. \"Our new alignment will leverage our business transformation progress, accelerate growth and deliver greater operational efficiencies.\"</p><p><blockquote>3M 首席执行官 Mike Roman 当时表示：“我们正在继续推动 3M 迈向未来，今天的行动将增强我们满足客户快速变化需求的能力。”“我们的新结构调整将利用我们的业务转型进展，加速增长并提高运营效率。”</blockquote></p><p> As operational efficiencies have not materialized to the point of elevating the share price, it is not unreasonable to ask questions as to why separate businesses might further tap into the desired efficiency. In short, the healthcare business might be stronger if it was no longer adhered to a scotch tape and post-it manufacturer and vice versa.</p><p><blockquote>由于运营效率尚未达到推高股价的程度，因此提出为什么独立业务可能会进一步挖掘所需效率的问题并非不合理。简而言之，如果医疗保健行业不再依赖透明胶带和便利贴制造商，反之亦然，它可能会变得更加强大。</blockquote></p><p> In the end, if the pursuit of separate businesses proves successful in each of the current experiments under way, the lesson may be that bigger is not always better. For investors, it might also open a number of pure-play options that provide a better investment than their parent companies do at present.</p><p><blockquote>最终，如果对独立业务的追求在目前正在进行的每一项实验中都被证明是成功的，那么教训可能是，越大越好。对于投资者来说，它还可能提供许多纯粹的游戏选择，提供比他们的母公司目前更好的投资。</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>GE and JNJ Aren't the Only Aging Companies That Could Benefit From a Breakup<blockquote>GE 和 JNJ 并不是唯一可以从分拆中受益的老龄化公司</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGE and JNJ Aren't the Only Aging Companies That Could Benefit From a Breakup<blockquote>GE 和 JNJ 并不是唯一可以从分拆中受益的老龄化公司</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Thestreet</strong><span class=\"h-time small\">2021-11-15 08:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p>After years of turmoil and a valiant effort by its latest CEO Larry Culp, General Electric (GE) finally gave up in its efforts to salvage its broad-reaching business as a singular unit.</p><p><blockquote>经过多年的动荡和新任首席执行官拉里·卡尔普的英勇努力，通用电气 (GE) 最终放弃了挽救其作为一个单一部门广泛业务的努力。</blockquote></p><p> The company has consistently spun off numerous assets across the sprawling conglomerate in recent years to lessen its debt load. Perhaps most important was a $20 billion deal to ship its biopharmaceutical business to Danaher (DHR) in 2020. Yet, it appears the moves were not enough to satisfy Culp's ambitious recovery goals for the once-great industrial giant.</p><p><blockquote>近年来，该公司不断剥离庞大企业集团的众多资产，以减轻其债务负担。也许最重要的是 2020 年以 200 亿美元的价格将其生物制药业务出售给丹纳赫 (DHR)。然而，这些举措似乎不足以满足卡尔普为这家曾经伟大的工业巨头制定的雄心勃勃的复苏目标。</blockquote></p><p> \"The world demands-and deserves-we bring our best to solve the biggest challenges in flight, healthcare, and energy,\" Culp said in a statement on Tuesday. \"By creating three industry-leading, global public companies, each can benefit from greater focus, tailored capital allocation, and strategic flexibility to drive long-term growth and value for customers, investors, and employees. We are putting our technology expertise, leadership, and global reach to work to better serve our customers.\"</p><p><blockquote>卡尔普在周二的一份声明中表示：“世界要求——也理应——我们尽最大努力解决航空、医疗保健和能源领域的最大挑战。”“通过创建三家行业领先的全球上市公司，每家公司都可以从更大的关注、量身定制的资本配置和战略灵活性中受益，以推动客户、投资者和员工的长期增长和价值。我们正在利用我们的技术专长、领导力和全球影响力来更好地服务我们的客户。”</blockquote></p><p> Similarly, the lawsuit-besieged Johnson &amp; Johnson (JNJ)announced it would spin off its consumer health division&nbsp;from its higher growth pharmaceutical and medical devices divisions in the coming two years.</p><p><blockquote>同样，陷入诉讼困境的强生公司 (JNJ) 宣布将在未来两年内从其高增长的制药和医疗器械部门中剥离消费者健康部门。</blockquote></p><p> Judging by the&nbsp;jump in GE stock after the announcement&nbsp;and the early jolt to Johnson &amp; Johnson stock after its announcement Friday<u>,</u>the market certainly looks as though it was offering its initial approval for the streamlining of separate companies. Still, a few questions quickly come to mind.</p><p><blockquote>从公告发布后通用电气股价的上涨以及周五公告发布后强生公司股价的早盘震荡来看<u>,</u>市场看起来确实是在为精简独立公司提供初步批准。尽管如此，几个问题还是很快浮现在脑海中。</blockquote></p><p> First, is this indeed a deft move by management in both cases and therefore deserving of the share-price reaction? And if so, are there more companies that could benefit from following the example set by both of these storied companies?</p><p><blockquote>首先，这是否确实是管理层在这两种情况下的巧妙举动，因此值得股价反应？如果是这样，是否有更多的公司可以从这两家传奇公司树立的榜样中受益？</blockquote></p><p> <b>Better After a Breakup?</b></p><p><blockquote><b>分手后更好？</b></blockquote></p><p> The first line of questioning is one of whether or not two or three firms are truly better than one.</p><p><blockquote>第一条问题是两三家公司是否真的比一家好。</blockquote></p><p> On paper, it would certainly appear to be so. As of Thursday's market open, GE touted a valuation of about $119 billion as a total entity. However, when broken into constituent parts, RBC Capital Markets analyst Deane Dray suggested up to a 20% upside for investors. Judging by company metrics and projections, it could well be even higher.</p><p><blockquote>从纸面上看，情况确实如此。截至周四开盘，通用电气作为一个整体的估值约为1190亿美元。然而，当细分为组成部分时，加拿大皇家银行资本市场分析师迪恩·德雷 (Deane Dray) 表示，投资者的上涨空间高达 20%。从公司指标和预测来看，这个数字很可能会更高。</blockquote></p><p> Also, each of the spun-off GE units will be less encumbered by the debt of their former counterparts within the broader company, especially as asset sales in recent years alleviate debt and pension issues. Further, future deals are more likely to reach approval based upon diminished antitrust risk, opening a much wider world of opportunity for investors in the streamlined companies.</p><p><blockquote>此外，每个分拆出来的通用电气部门都将减少受公司内部前同行债务的负担，特别是近年来的资产出售缓解了债务和养老金问题。此外，基于反垄断风险的降低，未来的交易更有可能获得批准，为精简公司的投资者打开了一个更广阔的机会世界。</blockquote></p><p> The logic is very much the same for Johnson &amp; Johnson as its pharmaceutical business breaks free from the burdensome troubles of&nbsp;lawsuits over talcum-powder&nbsp;products as well as low-margin medicines like Tylenol. Separation is seen as a key step toward unlocking innovation.</p><p><blockquote>强生公司的逻辑大致相同，因为其制药业务摆脱了滑石粉产品以及泰诺等低利润药物诉讼的繁重麻烦。分离被视为释放创新的关键一步。</blockquote></p><p> \"For the new Johnson &amp; Johnson, this planned separation underscores our focus on delivering industry-leading biopharmaceutical and medical device innovation and technology with the goal of bringing new solutions to market for patients and healthcare systems, while creating sustainable value for shareholders,\" CEO Alex Gorsky explained in a statement. \"We believe that the New Consumer Health Company would be a global leader across attractive and growing consumer health categories, and a streamlined and targeted corporate structure would provide it with the agility and flexibility to grow its iconic portfolio of brands and innovate new products.\"</p><p><blockquote>“对于新强生公司来说，这一计划中的分离凸显了我们对提供行业领先的生物制药和医疗器械创新和技术的关注，目标是为患者和医疗保健系统带来新的解决方案，同时为股东创造可持续价值，”首席执行官亚历克斯·戈尔斯基在一份声明中解释道。“我们相信，新的消费者健康公司将成为有吸引力和不断增长的消费者健康类别的全球领导者，精简和有针对性的公司结构将为其提供敏捷性和灵活性，以发展其标志性品牌组合并创新新产品。”</blockquote></p><p> To be sure, these targets and optimistic angles assume a rosy trajectory for each of the newly formed firms. As the example of DowDupont (now Dupont (DD) , Dow Inc. (DOW) , and Corteva (CTVA) ) shows, splitting up historic firms with sprawling business is not always a process that progresses precisely to plan.</p><p><blockquote>可以肯定的是，这些目标和乐观的角度假设了每个新成立的公司都有一个乐观的轨迹。正如陶氏杜邦（现为杜邦（DD）、陶氏公司（DOW）和科迪华（CTVA））的例子所示，拆分业务庞大的历史悠久的公司并不总是一个完全按照计划进行的过程。</blockquote></p><p> Since splitting, the two storied industrial companies, once combined into one mega-conglomerate, have not had much success.</p><p><blockquote>自拆分以来，这两家曾经合并为一家大型企业集团的传奇工业公司并没有取得多大成功。</blockquote></p><p> \"New Dow will be well positioned to drive best-in-class financial performance and shareholder returns,\" Dow CEO Jim Fitterling said ahead of the firm's 2019 spinoff to a standalone firm. \"We have a focused playbook of cost and growth drivers, clear and disciplined capital allocation priorities and a strong balance sheet. Our path to shareholder value creation is straightforward and in our control.\"</p><p><blockquote>陶氏化学首席执行官吉姆·菲特林 (Jim Fitterling) 在公司 2019 年分拆为一家独立公司之前表示：“新陶氏化学将处于有利地位，能够推动一流的财务业绩和股东回报。”“我们有一个重点突出的成本和增长驱动因素、清晰且有纪律的资本配置优先事项以及强大的资产负债表。我们为股东创造价值的道路是直接的，并且在我们的控制之中。”</blockquote></p><p> These pronouncements are very much in line with what GE has said of each of its planned new standalone entities. Also, in a move very much reminiscent of GE's quarterly results in recent years, the pronouncement promised much more than what has actually been delivered.</p><p><blockquote>这些声明与通用电气对其计划中的每个新独立实体的说法非常一致。此外，这一举动让人想起通用电气近年来的季度业绩，该声明所承诺的远远多于实际兑现的内容。</blockquote></p><p> Since it's spinoff was official in April 2019, DOW stock has marked a less than 10% gain. Meanwhile, the S&amp;P has risen over 60% over the same period.</p><p><blockquote>自 2019 年 4 月正式分拆以来，道琼斯指数股价涨幅不到 10%。与此同时，标准普尔指数同期上涨超过 60%。</blockquote></p><p> <b>An Example to Follow?</b></p><p><blockquote><b>可以效仿的榜样？</b></blockquote></p><p></p><p> Still, assuming things do go well post-breakup, these moves could serve as a benchmark for other bigger, older, and perhaps bloated companies. At the very least, this is the logic adopted not only by aging and perhaps overcomplicated American conglomerates like GE and Johnson &amp; Johnson, but also the nearly 150-year-old Japanese giant Toshiba (TOSBF) . In short, it looks as though a trend is taking hold.</p><p><blockquote>尽管如此，假设分手后一切进展顺利，这些举措可以作为其他更大、更老、甚至可能臃肿的公司的基准。至少，这不仅是通用电气和强生等老龄化且可能过于复杂的美国企业集团所采用的逻辑，也是拥有近150年历史的日本巨头东芝（TOSBF）所采用的逻辑。简而言之，看起来一种趋势正在形成。</blockquote></p><p> \"Companies that have very diversified portfolios continue to dilute the value to the shareholders,\" David Braun, CEO of M&amp;A advisory firm Capstone Strategic, told Real Money. \"We are in an era where technology and access to capital are different things. A conglomerate is going to have trouble competing.\"</p><p><blockquote>并购咨询公司 Capstone Strategic 首席执行官大卫·布劳恩 (David Braun) 告诉 Real Money：“投资组合非常多元化的公司继续稀释股东的价值。”“我们生活在一个技术和资本获取是两码事的时代。企业集团将很难竞争。”</blockquote></p><p> He suggested that Emerson Electric (EMR) and Berkshire Hathaway (BRK.A) &nbsp; (BRK.B) are two companies that could likely benefit from a similar breakup.</p><p><blockquote>他表示，艾默生电气 (EMR) 和伯克希尔哈撒韦公司 (BRK.A) (BRK.B) 是两家可能从类似分拆中受益的公司。</blockquote></p><p> \"They continue to stockpile excess cash they cannot deploy,\" Braun added, voicing the drawbacks of the behemoth business. \"I'm not sure they benefit from that model any longer.\"</p><p><blockquote>“他们继续储备无法部署的多余现金，”布劳恩补充道，并表达了庞大业务的缺点。“我不确定他们是否还能从这种模式中受益。”</blockquote></p><p> On the former, he is far from the first to suggest such a move. RBC's Deane Dray has actually been calling for such a breakup for a few years, alongside 3M (MMM) and Roper Technologies (ROP) , firms he also believes could benefit from being a bit less bulky.</p><p><blockquote>在前者方面，他远不是第一个建议采取这样的举措的人。加拿大皇家银行 (RBC) 的迪恩·德雷 (Deane Dray) 实际上几年来一直在呼吁这样的拆分，他还呼吁 3M（3M）和 Roper Technologies (ROP)，他认为这两家公司可以从规模小一点中受益。</blockquote></p><p> \"We believe the pendulum is still swinging towards the 'urge to demerge' trend,\" he wrote in a note on Tuesday. \"GE's announcement today could embolden the boards of several other multi-industry companies to move ahead on more aggressive portfolio simplification moves, including Emerson, Roper Technologies and 3M.\"</p><p><blockquote>他在周二的一份报告中写道：“我们认为钟摆仍在朝着‘分离冲动’趋势摆动。”“通用电气今天的公告可能会鼓励其他几家跨行业公司的董事会采取更积极的投资组合简化措施，其中包括艾默生、罗珀技术公司和 3M。”</blockquote></p><p> As far back as 2019, Dray suggested a breakup of Emerson's automation and commercial divisions could be a boon for shareholders. While the stock has been on a roll since the pandemic began, such a breakup has already been intensely considered by management. In early February, Emerson announced it would not pursue a split \"unless a major strategic acquisition catalyst is actioned.\"</p><p><blockquote>早在 2019 年，德雷就表示艾默生自动化和商业部门的拆分可能对股东有利。虽然自疫情开始以来，该股一直在上涨，但管理层已经认真考虑过这样的分拆。二月初，艾默生宣布“除非采取重大战略收购催化剂”，否则不会寻求拆分。</blockquote></p><p> At the least, if such a catalyst is to appear the company is clearly willing to consider such an option.</p><p><blockquote>至少，如果出现这样的催化剂，公司显然愿意考虑这样的选择。</blockquote></p><p> For Berkshire, it is eminently unlikely that any moves come while both Warren Buffett and Charlie Munger helm the conglomerate.&nbsp;But prospects for such a breakup could take many forms considering the business spans industries from insurance to construction to railroads. As such, attempting to size up a form that such a move might take is nearly impossible to forecast.</p><p><blockquote>对于伯克希尔来说，当沃伦·巴菲特和查理·芒格同时掌舵这家企业集团时，任何举措都不太可能发生。但考虑到业务跨越从保险、建筑到铁路等行业，这种分拆的前景可能会有多种形式。因此，试图评估这种举措可能采取的形式几乎是不可能预测的。</blockquote></p><p> Finally, the prospects of a 3M breakup are certainly not out of the question.</p><p><blockquote>最后，3M 分手的前景当然不是不可能的。</blockquote></p><p> Investors in the storied firm are understandably frustrated. Long-term shareholders have seen the stock stagnate over the past five years, marking a basically flat return even after shares were buoyed by demand for PPE and healthcare equipment that the firm manufactured during the pandemic. Looking back on the boost to the shares, many might have been happier with a pure-play option for healthcare and protective equipment rather than a company also weighed down by industrial, transportation, and consumer segments.</p><p><blockquote>这家传奇公司的投资者感到沮丧是可以理解的。长期股东看到该股在过去五年中停滞不前，即使该公司在大流行期间生产的个人防护设备和医疗设备的需求提振了股价，但回报率基本持平。回顾股价的提振，许多人可能更喜欢医疗保健和防护设备的纯粹选择，而不是一家同样受到工业、运输和消费领域拖累的公司。</blockquote></p><p> Toward this end, the company may have already telegraphed its intention to move toward breaking up. In March 2019, the company divided its business into four units. The units, entitled safety &amp; industrial, transportation &amp; electronics, healthcare, and consumer respectively, were created in order to focus the business.</p><p><blockquote>为此，该公司可能已经发出了分拆的意图。于二零一九年三月，本公司将其业务分为四个单位。为了集中业务，创建了分别名为安全与工业、运输与电子、医疗保健和消费者的部门。</blockquote></p><p> \"We are continuing to advance 3M into the future, and today's actions will strengthen our ability to meet the fast-moving needs of our customers,\" 3M CEO Mike Roman said at the time. \"Our new alignment will leverage our business transformation progress, accelerate growth and deliver greater operational efficiencies.\"</p><p><blockquote>3M 首席执行官 Mike Roman 当时表示：“我们正在继续推动 3M 迈向未来，今天的行动将增强我们满足客户快速变化需求的能力。”“我们的新结构调整将利用我们的业务转型进展，加速增长并提高运营效率。”</blockquote></p><p> As operational efficiencies have not materialized to the point of elevating the share price, it is not unreasonable to ask questions as to why separate businesses might further tap into the desired efficiency. In short, the healthcare business might be stronger if it was no longer adhered to a scotch tape and post-it manufacturer and vice versa.</p><p><blockquote>由于运营效率尚未达到推高股价的程度，因此提出为什么独立业务可能会进一步挖掘所需效率的问题并非不合理。简而言之，如果医疗保健行业不再依赖透明胶带和便利贴制造商，反之亦然，它可能会变得更加强大。</blockquote></p><p> In the end, if the pursuit of separate businesses proves successful in each of the current experiments under way, the lesson may be that bigger is not always better. For investors, it might also open a number of pure-play options that provide a better investment than their parent companies do at present.</p><p><blockquote>最终，如果对独立业务的追求在目前正在进行的每一项实验中都被证明是成功的，那么教训可能是，越大越好。对于投资者来说，它还可能提供许多纯粹的游戏选择，提供比他们的母公司目前更好的投资。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://realmoney.thestreet.com/investing/stocks/ge-isn-t-the-only-aging-company-that-could-benefit-from-a-breakup-15830176?puc=yahoo&cm_ven=YAHOO\">Thestreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GE":"GE航空航天","JNJ":"强生"},"source_url":"https://realmoney.thestreet.com/investing/stocks/ge-isn-t-the-only-aging-company-that-could-benefit-from-a-breakup-15830176?puc=yahoo&cm_ven=YAHOO","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178164317","content_text":"After years of turmoil and a valiant effort by its latest CEO Larry Culp, General Electric (GE) finally gave up in its efforts to salvage its broad-reaching business as a singular unit.\nThe company has consistently spun off numerous assets across the sprawling conglomerate in recent years to lessen its debt load. Perhaps most important was a $20 billion deal to ship its biopharmaceutical business to Danaher (DHR) in 2020. Yet, it appears the moves were not enough to satisfy Culp's ambitious recovery goals for the once-great industrial giant.\n\"The world demands-and deserves-we bring our best to solve the biggest challenges in flight, healthcare, and energy,\" Culp said in a statement on Tuesday. \"By creating three industry-leading, global public companies, each can benefit from greater focus, tailored capital allocation, and strategic flexibility to drive long-term growth and value for customers, investors, and employees. We are putting our technology expertise, leadership, and global reach to work to better serve our customers.\"\nSimilarly, the lawsuit-besieged Johnson & Johnson (JNJ)announced it would spin off its consumer health division from its higher growth pharmaceutical and medical devices divisions in the coming two years.\nJudging by the jump in GE stock after the announcement and the early jolt to Johnson & Johnson stock after its announcement Friday,the market certainly looks as though it was offering its initial approval for the streamlining of separate companies. Still, a few questions quickly come to mind.\nFirst, is this indeed a deft move by management in both cases and therefore deserving of the share-price reaction? And if so, are there more companies that could benefit from following the example set by both of these storied companies?\nBetter After a Breakup?\nThe first line of questioning is one of whether or not two or three firms are truly better than one.\nOn paper, it would certainly appear to be so. As of Thursday's market open, GE touted a valuation of about $119 billion as a total entity. However, when broken into constituent parts, RBC Capital Markets analyst Deane Dray suggested up to a 20% upside for investors. Judging by company metrics and projections, it could well be even higher.\nAlso, each of the spun-off GE units will be less encumbered by the debt of their former counterparts within the broader company, especially as asset sales in recent years alleviate debt and pension issues. Further, future deals are more likely to reach approval based upon diminished antitrust risk, opening a much wider world of opportunity for investors in the streamlined companies.\nThe logic is very much the same for Johnson & Johnson as its pharmaceutical business breaks free from the burdensome troubles of lawsuits over talcum-powder products as well as low-margin medicines like Tylenol. Separation is seen as a key step toward unlocking innovation.\n\"For the new Johnson & Johnson, this planned separation underscores our focus on delivering industry-leading biopharmaceutical and medical device innovation and technology with the goal of bringing new solutions to market for patients and healthcare systems, while creating sustainable value for shareholders,\" CEO Alex Gorsky explained in a statement. \"We believe that the New Consumer Health Company would be a global leader across attractive and growing consumer health categories, and a streamlined and targeted corporate structure would provide it with the agility and flexibility to grow its iconic portfolio of brands and innovate new products.\"\nTo be sure, these targets and optimistic angles assume a rosy trajectory for each of the newly formed firms. As the example of DowDupont (now Dupont (DD) , Dow Inc. (DOW) , and Corteva (CTVA) ) shows, splitting up historic firms with sprawling business is not always a process that progresses precisely to plan.\nSince splitting, the two storied industrial companies, once combined into one mega-conglomerate, have not had much success.\n\"New Dow will be well positioned to drive best-in-class financial performance and shareholder returns,\" Dow CEO Jim Fitterling said ahead of the firm's 2019 spinoff to a standalone firm. \"We have a focused playbook of cost and growth drivers, clear and disciplined capital allocation priorities and a strong balance sheet. Our path to shareholder value creation is straightforward and in our control.\"\nThese pronouncements are very much in line with what GE has said of each of its planned new standalone entities. Also, in a move very much reminiscent of GE's quarterly results in recent years, the pronouncement promised much more than what has actually been delivered.\nSince it's spinoff was official in April 2019, DOW stock has marked a less than 10% gain. Meanwhile, the S&P has risen over 60% over the same period.\nAn Example to Follow?\nStill, assuming things do go well post-breakup, these moves could serve as a benchmark for other bigger, older, and perhaps bloated companies. At the very least, this is the logic adopted not only by aging and perhaps overcomplicated American conglomerates like GE and Johnson & Johnson, but also the nearly 150-year-old Japanese giant Toshiba (TOSBF) . In short, it looks as though a trend is taking hold.\n\"Companies that have very diversified portfolios continue to dilute the value to the shareholders,\" David Braun, CEO of M&A advisory firm Capstone Strategic, told Real Money. \"We are in an era where technology and access to capital are different things. A conglomerate is going to have trouble competing.\"\nHe suggested that Emerson Electric (EMR) and Berkshire Hathaway (BRK.A)   (BRK.B) are two companies that could likely benefit from a similar breakup.\n\"They continue to stockpile excess cash they cannot deploy,\" Braun added, voicing the drawbacks of the behemoth business. \"I'm not sure they benefit from that model any longer.\"\nOn the former, he is far from the first to suggest such a move. RBC's Deane Dray has actually been calling for such a breakup for a few years, alongside 3M (MMM) and Roper Technologies (ROP) , firms he also believes could benefit from being a bit less bulky.\n\"We believe the pendulum is still swinging towards the 'urge to demerge' trend,\" he wrote in a note on Tuesday. \"GE's announcement today could embolden the boards of several other multi-industry companies to move ahead on more aggressive portfolio simplification moves, including Emerson, Roper Technologies and 3M.\"\nAs far back as 2019, Dray suggested a breakup of Emerson's automation and commercial divisions could be a boon for shareholders. While the stock has been on a roll since the pandemic began, such a breakup has already been intensely considered by management. In early February, Emerson announced it would not pursue a split \"unless a major strategic acquisition catalyst is actioned.\"\nAt the least, if such a catalyst is to appear the company is clearly willing to consider such an option.\nFor Berkshire, it is eminently unlikely that any moves come while both Warren Buffett and Charlie Munger helm the conglomerate. But prospects for such a breakup could take many forms considering the business spans industries from insurance to construction to railroads. As such, attempting to size up a form that such a move might take is nearly impossible to forecast.\nFinally, the prospects of a 3M breakup are certainly not out of the question.\nInvestors in the storied firm are understandably frustrated. Long-term shareholders have seen the stock stagnate over the past five years, marking a basically flat return even after shares were buoyed by demand for PPE and healthcare equipment that the firm manufactured during the pandemic. Looking back on the boost to the shares, many might have been happier with a pure-play option for healthcare and protective equipment rather than a company also weighed down by industrial, transportation, and consumer segments.\nToward this end, the company may have already telegraphed its intention to move toward breaking up. In March 2019, the company divided its business into four units. The units, entitled safety & industrial, transportation & electronics, healthcare, and consumer respectively, were created in order to focus the business.\n\"We are continuing to advance 3M into the future, and today's actions will strengthen our ability to meet the fast-moving needs of our customers,\" 3M CEO Mike Roman said at the time. \"Our new alignment will leverage our business transformation progress, accelerate growth and deliver greater operational efficiencies.\"\nAs operational efficiencies have not materialized to the point of elevating the share price, it is not unreasonable to ask questions as to why separate businesses might further tap into the desired efficiency. In short, the healthcare business might be stronger if it was no longer adhered to a scotch tape and post-it manufacturer and vice versa.\nIn the end, if the pursuit of separate businesses proves successful in each of the current experiments under way, the lesson may be that bigger is not always better. For investors, it might also open a number of pure-play options that provide a better investment than their parent companies do at present.","news_type":1,"symbols_score_info":{"GE":0.9,"JNJ":0.9}},"isVote":1,"tweetType":1,"viewCount":507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842828755,"gmtCreate":1636163533510,"gmtModify":1636163707172,"author":{"id":"3586853256703013","authorId":"3586853256703013","name":"aprilialand","avatar":"https://static.tigerbbs.com/ad4187787e31be179ad7d058aee6bd08","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586853256703013","authorIdStr":"3586853256703013"},"themes":[],"title":"","htmlText":"liked","listText":"liked","text":"liked","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/842828755","repostId":"1173813098","repostType":4,"isVote":1,"tweetType":1,"viewCount":580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":859419885,"gmtCreate":1634720713182,"gmtModify":1634720771473,"author":{"id":"3586853256703013","authorId":"3586853256703013","name":"aprilialand","avatar":"https://static.tigerbbs.com/ad4187787e31be179ad7d058aee6bd08","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586853256703013","authorIdStr":"3586853256703013"},"themes":[],"title":"","htmlText":"up and up","listText":"up and up","text":"up and up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/859419885","repostId":"1106162200","repostType":4,"repost":{"id":"1106162200","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":1634717288,"share":"https://www.laohunote.com/m/news/1106162200?lang=zh_CN&edition=full","pubTime":"2021-10-20 16:08","market":"hk","language":"en","title":"Alibaba soared nearly 2% in premarket trading as it released a new operating system \"Dragon Lizard\"<blockquote>阿里巴巴-SW发布新操作系统“龙蜥蜴”，盘前交易飙升近2%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1106162200","media":"Tiger Newspress","summary":"Alibaba soared nearly 2% in premarket trading and its stocks in Hong Kong rose more than 6% today.\n\n","content":"<p>Alibaba soared nearly 2% in premarket trading and its stocks in Hong Kong rose more than 6% today.</p><p><blockquote>阿里巴巴-SW在盘前交易中飙升近2%，其港股今天上涨超过6%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/b7c6d15113fd10fb36e5f590e6fbdf14\" tg-width=\"760\" tg-height=\"369\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> On October 20th, Alibaba Cloud released a new operating system \"Dragon Lizard\" and announced open source at the 2021 Yunqi </p><p><blockquote>10月20日，阿里巴巴-SW云发布全新操作系统“龙蜥”，并在2021云栖大会上宣布开源</blockquote></p><p> Conference. At the same time, the operating system laboratory of Ali Dharma Institute was also announced.</p><p><blockquote>会议。同时，阿里达摩院操作系统实验室也对外公布。</blockquote></p><p> The Dragon Lizard operating system is located on the server side and supports various chip architectures and computing scenarios </p><p><blockquote>Dragon Lizard操作系统位于服务器端，支持多种芯片架构和计算场景</blockquote></p><p> such as X86 and ARM.&nbsp;</p><p><blockquote>比如X86和ARM。</blockquote></p><p> Alibaba Cloud plans to invest 2 billion special funds for dragons and lizards, and cooperate with 100 ecological partners to promote ecological construction and provide technical support for at least ten years.</p><p><blockquote>阿里巴巴-SW云计划投入20亿龙蜥专项资金，与100家生态合作伙伴合作，推进生态建设，提供至少十年的技术支持。</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>Alibaba soared nearly 2% in premarket trading as it released a new operating system \"Dragon Lizard\"<blockquote>阿里巴巴-SW发布新操作系统“龙蜥蜴”，盘前交易飙升近2%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba soared nearly 2% in premarket trading as it released a new operating system \"Dragon Lizard\"<blockquote>阿里巴巴-SW发布新操作系统“龙蜥蜴”，盘前交易飙升近2%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-10-20 16:08</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Alibaba soared nearly 2% in premarket trading and its stocks in Hong Kong rose more than 6% today.</p><p><blockquote>阿里巴巴-SW在盘前交易中飙升近2%，其港股今天上涨超过6%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/b7c6d15113fd10fb36e5f590e6fbdf14\" tg-width=\"760\" tg-height=\"369\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> On October 20th, Alibaba Cloud released a new operating system \"Dragon Lizard\" and announced open source at the 2021 Yunqi </p><p><blockquote>10月20日，阿里巴巴-SW云发布全新操作系统“龙蜥”，并在2021云栖大会上宣布开源</blockquote></p><p> Conference. At the same time, the operating system laboratory of Ali Dharma Institute was also announced.</p><p><blockquote>会议。同时，阿里达摩院操作系统实验室也对外公布。</blockquote></p><p> The Dragon Lizard operating system is located on the server side and supports various chip architectures and computing scenarios </p><p><blockquote>Dragon Lizard操作系统位于服务器端，支持多种芯片架构和计算场景</blockquote></p><p> such as X86 and ARM.&nbsp;</p><p><blockquote>比如X86和ARM。</blockquote></p><p> Alibaba Cloud plans to invest 2 billion special funds for dragons and lizards, and cooperate with 100 ecological partners to promote ecological construction and provide technical support for at least ten years.</p><p><blockquote>阿里巴巴-SW云计划投入20亿龙蜥专项资金，与100家生态合作伙伴合作，推进生态建设，提供至少十年的技术支持。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106162200","content_text":"Alibaba soared nearly 2% in premarket trading and its stocks in Hong Kong rose more than 6% today.\n\nOn October 20th, Alibaba Cloud released a new operating system \"Dragon Lizard\" and announced open source at the 2021 Yunqi \nConference. At the same time, the operating system laboratory of Ali Dharma Institute was also announced.\nThe Dragon Lizard operating system is located on the server side and supports various chip architectures and computing scenarios \nsuch as X86 and ARM. \nAlibaba Cloud plans to invest 2 billion special funds for dragons and lizards, and cooperate with 100 ecological partners to promote ecological construction and provide technical support for at least ten years.","news_type":1,"symbols_score_info":{"BABA":0.9,"09988":0.9}},"isVote":1,"tweetType":1,"viewCount":616,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}