Joeljp的个人主页 - 老虎社区

Joeljp

Joeljp

暂无个人介绍

IP属地：未知

409关注

29粉丝

0主题

0勋章

2021-06-29

China stocks like BABA, JD already at lows, there is more upside in my opinion.

抱歉，原内容已删除

2021-07-10

Yes I think Tesla high potential to be next.. Cheers.

抱歉，原内容已删除

2021-07-05

Ita a rest day for the stock market.. 🐯😁🥂

Is the Stock Market Open or Closed on Independence Day?<blockquote>独立日股市是开市还是休市？</blockquote>

2021-06-27

I have Teva in my portfolio. I like Amazon and I have Bank of America last time.

抱歉，原内容已删除

2021-06-20

It's good that if inflation is transitory.. I am vested in Tech stocks too, so good that tech stocks help to bring down inflation.

抱歉，原内容已删除

2021-06-18

Yes I am vested in BABA, I think I will add more tonight also. Cheers.

Alibaba Stock: The Bottoming Process Looks To Be Forming Already<blockquote>阿里巴巴-SW股票：触底过程似乎已经形成</blockquote>

2021-10-09

It's a good read.

6 reasons this is a fresh multiyear bull market and 6 stocks in the surprising sector you should favor<blockquote>这是一个新的多年牛市的 6 个理由以及您应该青睐的令人惊讶的行业中的 6 只股票</blockquote>

2021-07-12

Oil maybe peaking..

Oil Slips on Growing Threat of Delta Variant to Demand<blockquote>德尔塔变异毒株对需求的威胁越来越大，油价下滑</blockquote>

2021-07-02

Yes. Worthwhile to have a look. Cheers 🥂🥂🥂

抱歉，原内容已删除

2021-06-30

Good for the market if Amazon can hit 5000 or 10000. Cheers 🥂

抱歉，原内容已删除

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3586927429503803","uuid":"3586927429503803","gmtCreate":1623833404827,"gmtModify":1623895974796,"name":"Joeljp","pinyin":"joeljp","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/78fa803679a3f58ef7405a5c0f53e970","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":29,"headSize":409,"tweetSize":78,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":2,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.04.22","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"228c86a078844d74991fff2b7ab2428d-2","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资总监虎","description":"证券账户累计交易金额达到30万美元","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.05.16","exceedPercentage":"80.17%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"02aa7f16703b4ce4ace6f1a7665789cc-1","templateUuid":"02aa7f16703b4ce4ace6f1a7665789cc","name":"知识体验官","description":"观看学堂课程满5节","bigImgUrl":"https://static.tigerbbs.com/fb5ae275631fb96a92d475cdc85d2302","smallImgUrl":"https://static.tigerbbs.com/c2660a1935bd2105e97c9915619936c3","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.05.17","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2006,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.02.21","exceedPercentage":"93.18%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":6,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":12,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":14,"starInvestorFlag":true,"starInvestorOrderShareNum":188,"subscribeStarInvestorNum":0,"ror":1.3,"winRationPercentage":70,"showRor":true,"investmentPhilosophy":"Utilise Technical & Fundamental Analysis. Believe in Diversification, Position Sizing, DCA. 🐲🐉🎉😀","starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":323525447569592,"gmtCreate":1720011056467,"gmtModify":1720015981146,"author":{"id":"3586927429503803","authorId":"3586927429503803","name":"Joeljp","avatar":"https://static.tigerbbs.com/78fa803679a3f58ef7405a5c0f53e970","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586927429503803","idStr":"3586927429503803"},"themes":[],"title":"","htmlText":"Just realized that today marks the 1114th days of my incredible journey at Tiger Trade. Been through the ups and downs of my trading and investment journey. I am glad to say that I survived the downturn and learnt a lot and this helps me to be a more profitable trader and investor until now. Thanks to Tiger Trade too for this incredible journey and learning experience 🙏🙏🙏 🎉🎉🎉🎊🎊🎊🚀🚀🚀👍👍👍🐯🐯🐯","listText":"Just realized that today marks the 1114th days of my incredible journey at Tiger Trade. Been through the ups and downs of my trading and investment journey. I am glad to say that I survived the downturn and learnt a lot and this helps me to be a more profitable trader and investor until now. Thanks to Tiger Trade too for this incredible journey and learning experience 🙏🙏🙏 🎉🎉🎉🎊🎊🎊🚀🚀🚀👍👍👍🐯🐯🐯","text":"Just realized that today marks the 1114th days of my incredible journey at Tiger Trade. Been through the ups and downs of my trading and investment journey. I am glad to say that I survived the downturn and learnt a lot and this helps me to be a more profitable trader and investor until now. Thanks to Tiger Trade too for this incredible journey and learning experience 🙏🙏🙏 🎉🎉🎉🎊🎊🎊🚀🚀🚀👍👍👍🐯🐯🐯","images":[{"img":"https://community-static.tradeup.com/news/37092b37e33be408f1e7fbed3f67320c"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323525447569592","isVote":1,"tweetType":1,"viewCount":2371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":321720428101824,"gmtCreate":1719575393072,"gmtModify":1719575398310,"author":{"id":"3586927429503803","authorId":"3586927429503803","name":"Joeljp","avatar":"https://static.tigerbbs.com/78fa803679a3f58ef7405a5c0f53e970","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586927429503803","idStr":"3586927429503803"},"themes":[],"title":"","htmlText":"Happy Anniversary to Tiger! 🐯🐯🐯 Good for us to explore more about the various unique&nbsp;features that are available for use at&nbsp; Tiger App.&nbsp; 👍👍👍🎊🎊🎊🎉🎉🎉🚀🚀🚀","listText":"Happy Anniversary to Tiger! 🐯🐯🐯 Good for us to explore more about the various unique&nbsp;features that are available for use at&nbsp; Tiger App.&nbsp; 👍👍👍🎊🎊🎊🎉🎉🎉🚀🚀🚀","text":"Happy Anniversary to Tiger! 🐯🐯🐯 Good for us to explore more about the various unique features that are available for use at Tiger App. 👍👍👍🎊🎊🎊🎉🎉🎉🚀🚀🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321720428101824","isVote":1,"tweetType":1,"viewCount":3319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":312070772641856,"gmtCreate":1717214886886,"gmtModify":1717214889874,"author":{"id":"3586927429503803","authorId":"3586927429503803","name":"Joeljp","avatar":"https://static.tigerbbs.com/78fa803679a3f58ef7405a5c0f53e970","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586927429503803","idStr":"3586927429503803"},"themes":[],"title":"","htmlText":"Thanks for sharing 🙏","listText":"Thanks for sharing 🙏","text":"Thanks for sharing 🙏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/312070772641856","isVote":1,"tweetType":1,"viewCount":1791,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":306701203890448,"gmtCreate":1715913387628,"gmtModify":1715913392911,"author":{"id":"3586927429503803","authorId":"3586927429503803","name":"Joeljp","avatar":"https://static.tigerbbs.com/78fa803679a3f58ef7405a5c0f53e970","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586927429503803","idStr":"3586927429503803"},"themes":[],"title":"","htmlText":"My team did well, we are at No&nbsp;30 as of now. Good job to everyone in the team. Personally I have been trading regularly and did well this year due to US market performing exceptionally well and also&nbsp;China market recovery and&nbsp;bullishness. Cheers.","listText":"My team did well, we are at No&nbsp;30 as of now. Good job to everyone in the team. Personally I have been trading regularly and did well this year due to US market performing exceptionally well and also&nbsp;China market recovery and&nbsp;bullishness. Cheers.","text":"My team did well, we are at No 30 as of now. Good job to everyone in the team. Personally I have been trading regularly and did well this year due to US market performing exceptionally well and also China market recovery and bullishness. Cheers.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306701203890448","isVote":1,"tweetType":1,"viewCount":2060,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":302887387607064,"gmtCreate":1714966535032,"gmtModify":1714966537518,"author":{"id":"3586927429503803","authorId":"3586927429503803","name":"Joeljp","avatar":"https://static.tigerbbs.com/78fa803679a3f58ef7405a5c0f53e970","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586927429503803","idStr":"3586927429503803"},"themes":[],"title":"","htmlText":"Thanks for sharing.","listText":"Thanks for sharing.","text":"Thanks for sharing.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/302887387607064","isVote":1,"tweetType":1,"viewCount":2391,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":290620035047448,"gmtCreate":1711958701084,"gmtModify":1711959526699,"author":{"id":"3586927429503803","authorId":"3586927429503803","name":"Joeljp","avatar":"https://static.tigerbbs.com/78fa803679a3f58ef7405a5c0f53e970","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586927429503803","idStr":"3586927429503803"},"themes":[],"title":"Guess the winner，Earn Tiger Coins","htmlText":"Find out more here:<a href=\"https://tigr.link/78PwAX\">Guess the winner，Earn Tiger Coins</a> Come and participate in the“ Guess the winner，Earn Tiger Coins” event, find the trade master and invite friends to get up to 250 tiger coins.","listText":"Find out more here:<a href=\"https://tigr.link/78PwAX\">Guess the winner，Earn Tiger Coins</a> Come and participate in the“ Guess the winner，Earn Tiger Coins” event, find the trade master and invite friends to get up to 250 tiger coins.","text":"Find out more here:Guess the winner，Earn Tiger Coins Come and participate in the“ Guess the winner，Earn Tiger Coins” event, find the trade master and invite friends to get up to 250 tiger coins.","images":[{"img":"https://static.tigerbbs.com/f5b7f90833b0728cadecb5cb81220f1d"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/290620035047448","isVote":1,"tweetType":1,"viewCount":1696,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":286975714455640,"gmtCreate":1711084852783,"gmtModify":1711090104479,"author":{"id":"3586927429503803","authorId":"3586927429503803","name":"Joeljp","avatar":"https://static.tigerbbs.com/78fa803679a3f58ef7405a5c0f53e970","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586927429503803","idStr":"3586927429503803"},"themes":[],"title":"Guess the winner，Earn Tiger Coins","htmlText":"Guess your favorite Tiger User to win coins. First time guessing able to win 50 Tiger coins for free!!&nbsp;Find out more here:<a href=\"https://tigr.link/70fdvV\">Guess the winner，Earn Tiger Coins</a> Come and participate in the“ Guess the winner，Earn Tiger Coins” event, find the trade master and invite friends to get up to 250 tiger coins.","listText":"Guess your favorite Tiger User to win coins. First time guessing able to win 50 Tiger coins for free!!&nbsp;Find out more here:<a href=\"https://tigr.link/70fdvV\">Guess the winner，Earn Tiger Coins</a> Come and participate in the“ Guess the winner，Earn Tiger Coins” event, find the trade master and invite friends to get up to 250 tiger coins.","text":"Guess your favorite Tiger User to win coins. First time guessing able to win 50 Tiger coins for free!! Find out more here:Guess the winner，Earn Tiger Coins Come and participate in the“ Guess the winner，Earn Tiger Coins” event, find the trade master and invite friends to get up to 250 tiger coins.","images":[{"img":"https://static.tigerbbs.com/f5b7f90833b0728cadecb5cb81220f1d"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/286975714455640","isVote":1,"tweetType":1,"viewCount":2337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":273253790044440,"gmtCreate":1707750146590,"gmtModify":1707750152147,"author":{"id":"3586927429503803","authorId":"3586927429503803","name":"Joeljp","avatar":"https://static.tigerbbs.com/78fa803679a3f58ef7405a5c0f53e970","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586927429503803","idStr":"3586927429503803"},"themes":[],"title":"","htmlText":"Always diversify and do Dollar Cost Averaging to safeguard and protect from the downside. Never invest with all in mentality.","listText":"Always diversify and do Dollar Cost Averaging to safeguard and protect from the downside. Never invest with all in mentality.","text":"Always diversify and do Dollar Cost Averaging to safeguard and protect from the downside. Never invest with all in mentality.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/273253790044440","isVote":1,"tweetType":1,"viewCount":2234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":267843544023160,"gmtCreate":1706422671678,"gmtModify":1706422675869,"author":{"id":"3586927429503803","authorId":"3586927429503803","name":"Joeljp","avatar":"https://static.tigerbbs.com/78fa803679a3f58ef7405a5c0f53e970","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586927429503803","idStr":"3586927429503803"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/HUYA\">$Huya Inc.(HUYA)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/HUYA\">$Huya Inc.(HUYA)$ </a>&nbsp;","text":"$Huya Inc.(HUYA)$","images":[{"img":"https://community-static.tradeup.com/news/3778ef8e046b11b4277feafc5cbea7c1","width":"890","height":"1545"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/267843544023160","isVote":1,"tweetType":1,"viewCount":1927,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":267843260330248,"gmtCreate":1706422654799,"gmtModify":1706422661739,"author":{"id":"3586927429503803","authorId":"3586927429503803","name":"Joeljp","avatar":"https://static.tigerbbs.com/78fa803679a3f58ef7405a5c0f53e970","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586927429503803","idStr":"3586927429503803"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/HUYA\">$Huya Inc.(HUYA)$ </a> China and Hong Kong Index looks&nbsp;to have&nbsp;found some strength last week, although still at early stage. Good for me if the indexes continue to recover more, so that my China stocks and options will grow more. 🐉🐲🎉🎊","listText":"<a href=\"https://ttm.financial/S/HUYA\">$Huya Inc.(HUYA)$ </a> China and Hong Kong Index looks&nbsp;to have&nbsp;found some strength last week, although still at early stage. Good for me if the indexes continue to recover more, so that my China stocks and options will grow more. 🐉🐲🎉🎊","text":"$Huya Inc.(HUYA)$ China and Hong Kong Index looks to have found some strength last week, although still at early stage. Good for me if the indexes continue to recover more, so that my China stocks and options will grow more. 🐉🐲🎉🎊","images":[{"img":"https://community-static.tradeup.com/news/a446d9a3c9adcff6005981c28c8144a4","width":"890","height":"1545"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/267843260330248","isVote":1,"tweetType":1,"viewCount":1645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":635097286,"gmtCreate":1646733622040,"gmtModify":1646733630541,"author":{"id":"3586927429503803","authorId":"3586927429503803","name":"Joeljp","avatar":"https://static.tigerbbs.com/78fa803679a3f58ef7405a5c0f53e970","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586927429503803","idStr":"3586927429503803"},"themes":[],"title":"","htmlText":"Good to hear that","listText":"Good to hear that","text":"Good to hear that","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/635097286","repostId":"2217225384","repostType":4,"isVote":1,"tweetType":1,"viewCount":1741,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":632527456,"gmtCreate":1646622866227,"gmtModify":1646622866416,"author":{"id":"3586927429503803","authorId":"3586927429503803","name":"Joeljp","avatar":"https://static.tigerbbs.com/78fa803679a3f58ef7405a5c0f53e970","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586927429503803","idStr":"3586927429503803"},"themes":[],"title":"","htmlText":"Yes noted","listText":"Yes noted","text":"Yes noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/632527456","repostId":"1121441675","repostType":4,"repost":{"id":"1121441675","kind":"news","pubTimestamp":1646619287,"share":"https://www.laohunote.com/m/news/1121441675?lang=zh_CN&edition=full","pubTime":"2022-03-07 10:14","market":"us","language":"en","title":"These 10 Dividend-Paying Stocks Show Why Cash Isn’t Trash in This Brutal Market<blockquote>这 10 只派息股票说明了为什么现金在这个残酷的市场中不是垃圾</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1121441675","media":"MarketWatch","summary":"The best shareholders love dividend stocks —and anyone concerned about the current global financial ","content":"<p><html><head></head><body>The best shareholders love dividend stocks —and anyone concerned about the current global financial market turmoil should consider them.</p><p><blockquote><html><head></head><body>最好的股东喜欢股息股票——任何关心当前全球金融市场动荡的人都应该考虑它们。</body></html></blockquote></p><p>Dividend stocks give shareholders regular cash payouts year after year. They confer several advantages on companies and investors. For investors, cash dividends put money in your pocket.  You receive a return on investment without having to sell any shares. Dividends also put a floor under the price of dividend-paying stocks; they fall less when the market swoons.</p><p><blockquote>股息股票年复一年地向股东定期支付现金。它们给公司和投资者带来了几个优势。对于投资者来说，现金股息把钱放进了你的口袋。您无需出售任何股票即可获得投资回报。股息还为支付股息的股票的价格设定了下限；当市场低迷时，它们的跌幅较小。</blockquote></p><p>Why? Investors calculate the value of dividends in relation to stock price. A $10 dividend on a $100 stock pays a 10% dividend yield.  If the stock falls to $50, that same dividend spells a 20% dividend yield. Investors flock to such high dividend yields, supporting the price.</p><p><blockquote>为什么？投资者根据股票价格计算股息的价值。100 美元的股票派发 10 美元的股息，股息收益率为 10%。如果股价跌至 50 美元，同样的股息意味着 20% 的股息收益率。投资者涌向如此高的股息收益率，支撑了股价。</blockquote></p><p>Another benefit of dividends, for both shareholders and companies: managers are less tempted to squander cash on bad ideas, from research rabbit holes to overpriced acquisitions.</p><p><blockquote>对于股东和公司来说，股息的另一个好处是：管理者不太愿意把钱浪费在坏主意上，从研究兔子洞到定价过高的收购。</blockquote></p><p>Also, regular cash dividends give investors reason to stick with a company and even buy more shares in times of trouble. The result is a base of higher-quality shareholders, those with patience, focus and stock-picking skill. In fact, all of the companies with the longest sustained history of paying cash dividends are among the favorites of quality shareholders.</p><p><blockquote>此外，定期现金股息让投资者有理由留在一家公司，甚至在困难时期购买更多股票。其结果是拥有更高素质的股东基础，这些股东具有耐心、专注和选股技巧。事实上，所有持续支付现金股息历史最长的公司都是优质股东的最爱。</blockquote></p><p>For example, I compared a list of the top 20 dividend stocks from the annual ranking of so-called Dividend Aristocrats to a database of 2,695 stocks followed by my QualityShareholders Initiative at George Washington University.  All 20 of those stocks ranked in the top third for quality shareholders; 14 were in the top 15% and nine landed in the top 10%.</p><p><blockquote>例如，我将所谓股息贵族年度排名中排名前 20 的股息股票列表与我在乔治华盛顿大学发起的 QualityShareholders 计划所遵循的 2,695 只股票数据库进行了比较。其中20只股票均位列优质股东前三分之一；14家进入前15%，9家进入前10%。</blockquote></p><p>Topping the list: Procter &amp; Gamble,3M, Coca-Cola, Colgate-Palmolive, Johnson &amp; Johnson, AbbVie, Abbott Laboratories, PepsiCo, Automatic Data Processing and Kimberly-Clark.</p><p><blockquote>名列前茅的有：宝洁、3M、可口可乐、高露洁棕榄、强生、艾伯维、雅培实验室、百事可乐、自动数据处理和金佰利。</blockquote></p><p>Dividend-paying stocks can be excellent long-term investments, but not every dividend stock is a great buy.  Companies may pay high dividends because they are at dead-ends, without opportunities to grow profits or margins.</p><p><blockquote>派息股票可能是出色的长期投资，但并非每只派息股票都值得购买。公司可能会支付高额股息，因为它们处于死胡同，没有机会增加利润或利润率。</blockquote></p><p>By the same token, not all companies should pay dividends. If a company has dazzling growth opportunities, either in its existing businesses or ones it can acquire, it and its shareholders are better off skipping the dividends.</p><p><blockquote>同样，并非所有公司都应该支付股息。如果一家公司拥有令人眼花缭乱的增长机会，无论是在其现有业务还是可以收购的业务中，那么它及其股东最好跳过股息。</blockquote></p><p>To help understand the difference, and before loading up on dividend paying stocks, see if the company’s board or managers explain how they think about dividends.  Directors have almost total discretion over dividend policy so this is an excellent measure of their stewardship.</p><p><blockquote>为了帮助理解其中的区别，在了解支付股息的股票之前，先看看公司的董事会或经理是否解释了他们对股息的看法。董事对股息政策几乎拥有完全的自由裁量权，因此这是衡量他们管理能力的绝佳标准。</blockquote></p><p>Directors also should show that they understand that their job is to allocate every corporate dollar to its best use. Possible uses include reinvesting in the current business, acquiring new ones, buying back underpriced shares in the open market, or paying cash dividends.</p><p><blockquote>董事还应该表明他们明白他们的工作是将每一笔公司资金分配到最佳用途。可能的用途包括对当前业务进行再投资、收购新业务、在公开市场上回购低价股票或支付现金股息。</blockquote></p><p>Companies who explain their dividend policy well — whether they pay regular dividends or not — are companies worth looking at as investment opportunities, because it signals that managers and directors think like owners. Among the Dividend Aristocrats, if they attract high quality shareholders they’re probably good stocks to own, especially in troubled times.</p><p><blockquote>能够很好地解释股息政策的公司——无论是否定期支付股息——都是值得将其视为投资机会的公司，因为这表明经理和董事的思维方式像所有者一样。在分红贵族中，如果他们吸引了高质量的股东，他们可能是值得拥有的好股票，尤其是在困难时期。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These 10 Dividend-Paying Stocks Show Why Cash Isn’t Trash in This Brutal Market<blockquote>这 10 只派息股票说明了为什么现金在这个残酷的市场中不是垃圾</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\">\nThese 10 Dividend-Paying Stocks Show Why Cash Isn’t Trash in This Brutal Market<blockquote>这 10 只派息股票说明了为什么现金在这个残酷的市场中不是垃圾</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2022-03-07 10:14</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The best shareholders love dividend stocks —and anyone concerned about the current global financial market turmoil should consider them.</p><p><blockquote><html><head></head><body>最好的股东喜欢股息股票——任何关心当前全球金融市场动荡的人都应该考虑它们。</body></html></blockquote></p><p>Dividend stocks give shareholders regular cash payouts year after year. They confer several advantages on companies and investors. For investors, cash dividends put money in your pocket.  You receive a return on investment without having to sell any shares. Dividends also put a floor under the price of dividend-paying stocks; they fall less when the market swoons.</p><p><blockquote>股息股票年复一年地向股东定期支付现金。它们给公司和投资者带来了几个优势。对于投资者来说，现金股息把钱放进了你的口袋。您无需出售任何股票即可获得投资回报。股息还为支付股息的股票的价格设定了下限；当市场低迷时，它们的跌幅较小。</blockquote></p><p>Why? Investors calculate the value of dividends in relation to stock price. A $10 dividend on a $100 stock pays a 10% dividend yield.  If the stock falls to $50, that same dividend spells a 20% dividend yield. Investors flock to such high dividend yields, supporting the price.</p><p><blockquote>为什么？投资者根据股票价格计算股息的价值。100 美元的股票派发 10 美元的股息，股息收益率为 10%。如果股价跌至 50 美元，同样的股息意味着 20% 的股息收益率。投资者涌向如此高的股息收益率，支撑了股价。</blockquote></p><p>Another benefit of dividends, for both shareholders and companies: managers are less tempted to squander cash on bad ideas, from research rabbit holes to overpriced acquisitions.</p><p><blockquote>对于股东和公司来说，股息的另一个好处是：管理者不太愿意把钱浪费在坏主意上，从研究兔子洞到定价过高的收购。</blockquote></p><p>Also, regular cash dividends give investors reason to stick with a company and even buy more shares in times of trouble. The result is a base of higher-quality shareholders, those with patience, focus and stock-picking skill. In fact, all of the companies with the longest sustained history of paying cash dividends are among the favorites of quality shareholders.</p><p><blockquote>此外，定期现金股息让投资者有理由留在一家公司，甚至在困难时期购买更多股票。其结果是拥有更高素质的股东基础，这些股东具有耐心、专注和选股技巧。事实上，所有持续支付现金股息历史最长的公司都是优质股东的最爱。</blockquote></p><p>For example, I compared a list of the top 20 dividend stocks from the annual ranking of so-called Dividend Aristocrats to a database of 2,695 stocks followed by my QualityShareholders Initiative at George Washington University.  All 20 of those stocks ranked in the top third for quality shareholders; 14 were in the top 15% and nine landed in the top 10%.</p><p><blockquote>例如，我将所谓股息贵族年度排名中排名前 20 的股息股票列表与我在乔治华盛顿大学发起的 QualityShareholders 计划所遵循的 2,695 只股票数据库进行了比较。其中20只股票均位列优质股东前三分之一；14家进入前15%，9家进入前10%。</blockquote></p><p>Topping the list: Procter &amp; Gamble,3M, Coca-Cola, Colgate-Palmolive, Johnson &amp; Johnson, AbbVie, Abbott Laboratories, PepsiCo, Automatic Data Processing and Kimberly-Clark.</p><p><blockquote>名列前茅的有：宝洁、3M、可口可乐、高露洁棕榄、强生、艾伯维、雅培实验室、百事可乐、自动数据处理和金佰利。</blockquote></p><p>Dividend-paying stocks can be excellent long-term investments, but not every dividend stock is a great buy.  Companies may pay high dividends because they are at dead-ends, without opportunities to grow profits or margins.</p><p><blockquote>派息股票可能是出色的长期投资，但并非每只派息股票都值得购买。公司可能会支付高额股息，因为它们处于死胡同，没有机会增加利润或利润率。</blockquote></p><p>By the same token, not all companies should pay dividends. If a company has dazzling growth opportunities, either in its existing businesses or ones it can acquire, it and its shareholders are better off skipping the dividends.</p><p><blockquote>同样，并非所有公司都应该支付股息。如果一家公司拥有令人眼花缭乱的增长机会，无论是在其现有业务还是可以收购的业务中，那么它及其股东最好跳过股息。</blockquote></p><p>To help understand the difference, and before loading up on dividend paying stocks, see if the company’s board or managers explain how they think about dividends.  Directors have almost total discretion over dividend policy so this is an excellent measure of their stewardship.</p><p><blockquote>为了帮助理解其中的区别，在了解支付股息的股票之前，先看看公司的董事会或经理是否解释了他们对股息的看法。董事对股息政策几乎拥有完全的自由裁量权，因此这是衡量他们管理能力的绝佳标准。</blockquote></p><p>Directors also should show that they understand that their job is to allocate every corporate dollar to its best use. Possible uses include reinvesting in the current business, acquiring new ones, buying back underpriced shares in the open market, or paying cash dividends.</p><p><blockquote>董事还应该表明他们明白他们的工作是将每一笔公司资金分配到最佳用途。可能的用途包括对当前业务进行再投资、收购新业务、在公开市场上回购低价股票或支付现金股息。</blockquote></p><p>Companies who explain their dividend policy well — whether they pay regular dividends or not — are companies worth looking at as investment opportunities, because it signals that managers and directors think like owners. Among the Dividend Aristocrats, if they attract high quality shareholders they’re probably good stocks to own, especially in troubled times.</p><p><blockquote>能够很好地解释股息政策的公司——无论是否定期支付股息——都是值得将其视为投资机会的公司，因为这表明经理和董事的思维方式像所有者一样。在分红贵族中，如果他们吸引了高质量的股东，他们可能是值得拥有的好股票，尤其是在困难时期。</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/story/these-10-dividend-paying-stocks-show-why-cash-isnt-trash-in-a-brutal-market-11646383985?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JNJ":"强生","KMB":"金佰利","MMM":"3M","ADP":"自动数据处理","PG":"宝洁","ABBV":"艾伯维公司","PEP":"百事可乐","ABT":"雅培","CL":"高露洁","KO":"可口可乐"},"source_url":"https://www.marketwatch.com/story/these-10-dividend-paying-stocks-show-why-cash-isnt-trash-in-a-brutal-market-11646383985?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121441675","content_text":"The best shareholders love dividend stocks —and anyone concerned about the current global financial market turmoil should consider them.Dividend stocks give shareholders regular cash payouts year after year. They confer several advantages on companies and investors. For investors, cash dividends put money in your pocket.  You receive a return on investment without having to sell any shares. Dividends also put a floor under the price of dividend-paying stocks; they fall less when the market swoons.Why? Investors calculate the value of dividends in relation to stock price. A $10 dividend on a $100 stock pays a 10% dividend yield.  If the stock falls to $50, that same dividend spells a 20% dividend yield. Investors flock to such high dividend yields, supporting the price.Another benefit of dividends, for both shareholders and companies: managers are less tempted to squander cash on bad ideas, from research rabbit holes to overpriced acquisitions.Also, regular cash dividends give investors reason to stick with a company and even buy more shares in times of trouble. The result is a base of higher-quality shareholders, those with patience, focus and stock-picking skill. In fact, all of the companies with the longest sustained history of paying cash dividends are among the favorites of quality shareholders.For example, I compared a list of the top 20 dividend stocks from the annual ranking of so-called Dividend Aristocrats to a database of 2,695 stocks followed by my QualityShareholders Initiative at George Washington University.  All 20 of those stocks ranked in the top third for quality shareholders; 14 were in the top 15% and nine landed in the top 10%.Topping the list: Procter & Gamble,3M, Coca-Cola, Colgate-Palmolive, Johnson & Johnson, AbbVie, Abbott Laboratories, PepsiCo, Automatic Data Processing and Kimberly-Clark.Dividend-paying stocks can be excellent long-term investments, but not every dividend stock is a great buy.  Companies may pay high dividends because they are at dead-ends, without opportunities to grow profits or margins.By the same token, not all companies should pay dividends. If a company has dazzling growth opportunities, either in its existing businesses or ones it can acquire, it and its shareholders are better off skipping the dividends.To help understand the difference, and before loading up on dividend paying stocks, see if the company’s board or managers explain how they think about dividends.  Directors have almost total discretion over dividend policy so this is an excellent measure of their stewardship.Directors also should show that they understand that their job is to allocate every corporate dollar to its best use. Possible uses include reinvesting in the current business, acquiring new ones, buying back underpriced shares in the open market, or paying cash dividends.Companies who explain their dividend policy well — whether they pay regular dividends or not — are companies worth looking at as investment opportunities, because it signals that managers and directors think like owners. Among the Dividend Aristocrats, if they attract high quality shareholders they’re probably good stocks to own, especially in troubled times.","news_type":1,"symbols_score_info":{"CL":0.9,"PEP":0.9,"ABT":0.9,"ADP":0.9,"JNJ":0.9,"KMB":0.9,"PG":0.9,"ABBV":0.9,"MMM":0.9,"KO":0.9}},"isVote":1,"tweetType":1,"viewCount":1362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":632644066,"gmtCreate":1646408173504,"gmtModify":1646408174093,"author":{"id":"3586927429503803","authorId":"3586927429503803","name":"Joeljp","avatar":"https://static.tigerbbs.com/78fa803679a3f58ef7405a5c0f53e970","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586927429503803","idStr":"3586927429503803"},"themes":[],"title":"","htmlText":"Okay noted","listText":"Okay noted","text":"Okay noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/632644066","repostId":"1113249024","repostType":4,"repost":{"id":"1113249024","kind":"news","pubTimestamp":1646407823,"share":"https://www.laohunote.com/m/news/1113249024?lang=zh_CN&edition=full","pubTime":"2022-03-04 23:30","market":"us","language":"en","title":"Palantir Stock: Cathie Wood Sells, What Next?<blockquote>Palantir 股票：Cathie Wood 出售，下一步是什么？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1113249024","media":"TipRanks","summary":"Shares of secretive data analytics software company Palantir (PLTR) have been sinking steadily lower","content":"<p><div> Shares of secretive data analytics software company Palantir (PLTR) have been sinking steadily lower over the past few months. Following the release of some underwhelming earnings results, many ...</p><p><blockquote><div>过去几个月，秘密数据分析软件公司 Palantir (PLTR) 的股价一直在稳步下跌。在发布了一些令人失望的盈利结果后，许多……</div></blockquote></p><p>  <a href=\"https://www.tipranks.com/news/article/palantir-stock-cathie-wood-sells-what-next/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.tipranks.com/news/article/palantir-stock-cathie-wood-sells-what-next/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Stock: Cathie Wood Sells, What Next?<blockquote>Palantir 股票：Cathie Wood 出售，下一步是什么？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Stock: Cathie Wood Sells, What Next?<blockquote>Palantir 股票：Cathie Wood 出售，下一步是什么？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TipRanks</strong><span class=\"h-time small\">2022-03-04 23:30</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Shares of secretive data analytics software company Palantir (PLTR) have been sinking steadily lower over the past few months. Following the release of some underwhelming earnings results, many ...</p><p><blockquote><div>过去几个月，秘密数据分析软件公司 Palantir (PLTR) 的股价一直在稳步下跌。在发布了一些令人失望的盈利结果后，许多……</div></blockquote></p><p>  <a href=\"https://www.tipranks.com/news/article/palantir-stock-cathie-wood-sells-what-next/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.tipranks.com/news/article/palantir-stock-cathie-wood-sells-what-next/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.tipranks.com/news/article/palantir-stock-cathie-wood-sells-what-next/\">TipRanks</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://www.tipranks.com/news/article/palantir-stock-cathie-wood-sells-what-next/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113249024","content_text":"Shares of secretive data analytics software company Palantir (PLTR) have been sinking steadily lower over the past few months. Following the release of some underwhelming earnings results, many investors are probably wondering what they should do with shares of the former WallStreetBets darling.A lot of high-multiple tech companies that have clocked in marvellous results have still seen their shares crumble in recent quarters. Undoubtedly, a quarterly flop alongside a broader souring of the tech trade is not where investors want to find themselves these days.Not when so many high-tech firms are continuing to impress in an attempt to offset the longer-term headwind of rising rates. I’m neutral on the stock.Palantir Stock Under PressureHigher rates eat out of the value of unprofitable, high-multiple growth stocks. The higher rates rise, the worse off many of the “story” stocks will be once the U.S. Federal Reserve gets to it.Indeed, Fed chair Jerome Powell has retired his “transitory” viewpoint of inflation. He recognizes the dangers of high and persistent inflation and his tone seemed to give off the impression that the Ukraine-Russia crisis will not prevent him from raising rates this year.The trajectory of rates is enough of a headwind to avoid high-multiple tech stocks like Palantir. Recent quarterly weakness, I believe, is just another reason why it may be better to follow ARK Invest’s Cathie Wood by selling some PLTR stock before the weakness has chance to worsen.Wood isn’t one to sell plunging stocks at a loss if she still believes in its innovative growth story.She’s all about doubling down on innovative companies on the way down. Undoubtedly, such a dip-buying strategy has been questionable thus far. In any case, Wood’s recent ditching of around $123 million worth of Palantir stock should ring some alarm bells.Changes Regarding Palantir’s Growth Narrative?Given Wood’s propensity to buy more shares of companies she believes in on the way down, I do view her selling activity as a cause for concern.For now, I am neutral on the stock given the high multiple (PLTR stock trades at a hefty 14.3 times sales) and modest quarterly miss, which may or may not have been overblown by fearful investors. On the plus side, I don’t think the fourth quarter was as abysmal as some investors believe.Growth and margins could still be poised to ascend from here. Though the earnings miss was underwhelming, I think PLTR stock is on the right track and do not view the narrative as being changed at a fundamental level.The valuation, though, remains suspect and could still leave the stock at risk of substantial downside as investors expect more than just robust top-line growth.While the Palantir quarter was technically a miss, it wasn’t nearly as bad as recent selling pressure would suggest. The 34% pop in year-over-year sales growth was decent, with the Commercial segment doing more than its share of heavy lifting.Looking farther out, the company is still pointing to 30% top-line growth at a minimum through 2025.While margins aren’t where investors want them to be with rates to rise soon, management is still focused on various margin-enhancing initiatives. For long-term investors, that has to be soothing.Wall Street’s TakeAccording to TipRanks’ analyst rating consensus, PLTR stock comes in as a Moderate Sell. Out of eight analyst ratings, there is one Buy recommendation, three Hold recommendations and four Sell recommendations.The average Palantir price target is $13.17, implying an upside of 16.1%. Analyst price targets range from a low of $9 per share to a high of $21 per share.Bottom Line on Palantir StockRising rates, a lack of profits and a hazy growth narrative are not where investors want to be at a time like this. Personally, I think the narrative has not changed nearly as much as the price has.While popular innovation investor Cathie Wood may be wrong to sell shares of PLTR on weakness, I do think there are easier places to make money these days.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":1753,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":632381186,"gmtCreate":1646236485638,"gmtModify":1646236549298,"author":{"id":"3586927429503803","authorId":"3586927429503803","name":"Joeljp","avatar":"https://static.tigerbbs.com/78fa803679a3f58ef7405a5c0f53e970","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586927429503803","idStr":"3586927429503803"},"themes":[],"title":"","htmlText":"Good to hear that.","listText":"Good to hear that.","text":"Good to hear that.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/632381186","repostId":"1198322023","repostType":4,"repost":{"id":"1198322023","kind":"news","pubTimestamp":1646233335,"share":"https://www.laohunote.com/m/news/1198322023?lang=zh_CN&edition=full","pubTime":"2022-03-02 23:02","market":"us","language":"en","title":"These 3 Defense Stocks are Gaining Steam Amid the Russia-Ukraine Crisis<blockquote>这三只国防股在俄乌危机中势头强劲</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1198322023","media":"TipRanks","summary":"The past week has been tumultuous for the major global stock markets, as Russian troops officially p","content":"<p><div> The past week has been tumultuous for the major global stock markets, as Russian troops officially penetrated Ukraine’s borders in a full-blown war. Russia’s “unprovoked aggression” against Ukraine, ...</p><p><blockquote><div>过去一周，全球股市动荡不安，俄罗斯军队在全面战争中正式渗透到乌克兰边境。俄罗斯对乌克兰的 “无端侵略”，...</div></blockquote></p><p>  <a href=\"https://www.tipranks.com/news/article/these-3-defense-stocks-are-gaining-steam-amid-the-russia-ukraine-crisis/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.tipranks.com/news/article/these-3-defense-stocks-are-gaining-steam-amid-the-russia-ukraine-crisis/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606183248679","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>These 3 Defense Stocks are Gaining Steam Amid the Russia-Ukraine Crisis<blockquote>这三只国防股在俄乌危机中势头强劲</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\">\nThese 3 Defense Stocks are Gaining Steam Amid the Russia-Ukraine Crisis<blockquote>这三只国防股在俄乌危机中势头强劲</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TipRanks</strong><span class=\"h-time small\">2022-03-02 23:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> The past week has been tumultuous for the major global stock markets, as Russian troops officially penetrated Ukraine’s borders in a full-blown war. Russia’s “unprovoked aggression” against Ukraine, ...</p><p><blockquote><div>过去一周，全球股市动荡不安，俄罗斯军队在全面战争中正式渗透到乌克兰边境。俄罗斯对乌克兰的 “无端侵略”，...</div></blockquote></p><p>  <a href=\"https://www.tipranks.com/news/article/these-3-defense-stocks-are-gaining-steam-amid-the-russia-ukraine-crisis/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.tipranks.com/news/article/these-3-defense-stocks-are-gaining-steam-amid-the-russia-ukraine-crisis/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.tipranks.com/news/article/these-3-defense-stocks-are-gaining-steam-amid-the-russia-ukraine-crisis/\">TipRanks</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":{"GD":"通用动力","NOC":"诺斯罗普格鲁曼","LMT":"洛克希德马丁"},"source_url":"https://www.tipranks.com/news/article/these-3-defense-stocks-are-gaining-steam-amid-the-russia-ukraine-crisis/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198322023","content_text":"The past week has been tumultuous for the major global stock markets, as Russian troops officially penetrated Ukraine’s borders in a full-blown war. Russia’s “unprovoked aggression” against Ukraine, as the White House calls it, was met with condemnation from across the world, and various sanctions were imposed on Russia by the West in an attempt to economically weaken the nation. Moreover, air spaces of several countries were shut to Russian flights. These moves led to a crash in the Russian ruble against the dollar and a significant hike in Russian interest rates.However, despite Ukraine’s remarkable resistance and Russia’s political and economic isolation from the West, speculations are still rife about Russia upping its ante and resorting to more aggressive military tactics to get what it wants. This unfortunate event is leading nations to take their defense capabilities seriously and review their defense budgets in order to strengthen their forces against any untoward event. For instance, earlier this week, Germany pledged around $112.7 billion to enhance its armed forces and committed more than 2% of its GDP toward defense spending.It is times like these that harshly remind us about investing in safe instruments including safe stocks, especially those which are in an evergreen space like defense. Now, no one loves the concept of war, but thinking from an investor’s point of view, such uncertainties do make us look at areas that will keep our money safe or even maximize our returns. Defense stocks have always outperformed during geopolitical tensions, and Wall Street is vouching for the uptrend in defense stocks to continue, as U.S. allies increase their defense spending.Importantly, Defense Secretary Lloyd Austin and the White House’s Office of Management and Budget are reportedly in talks to allot $770 billion toward Defense for Fiscal 2023 starting October 1, which may eventually be pushed further to settle around $800 billion. This budget is expected to benefit U.S. defense contractors like Lockheed Martin (NYSE: LMT), Northrop Grumman Corp. (NYSE: NOC), and General Dynamics (NYSE: GD), immensely. Notably, the national defense budget proposition during Trump’s final year in office was $752.9 billion, which was eventually settled at $778 billion for Fiscal 2022.Lockheed Martin Steals the ShowThe first stock that comes to mind while talking about value creation in the defense space is the world’s largest defense contractor, Lockheed Martin, which specializes in defense, space, homeland security, information technology, and cyber security. At the market close yesterday, LMT stock rallied 5.26% in its 5th straight session of gains.Recently, the company started dipping its toes in the development of offensive as well as defensive hypersonic weapons. A steady flow of high-value orders from the Pentagon has boosted the company’s top and bottom lines, and also helped it pay consistent dividends over the years. In the full year of 2022, Lockheed Martin expects to deliver earnings per share of $26.7 on revenues of about $66 billion.Recently, UBS analyst Myles Walton maintained a Buy rating on Lockheed Martin and raised the price target to $465 from $425. The rest of Wall Street maintains a cautiously optimistic stance on the stock, with a Moderate Buy consensus rating based on 6 Buys and 8 Holds. The LMT price prediction reflects an average price target of $418.07.Northrop Grumman Can Be a Good BetGlobal aerospace and defense technology company Northrop Grumman is another stock to consider amid the mounting geopolitical tensions. The NOC stock gained 3.16% at yesterday’s market close, and has returned 55.25% in the past year.A strong portfolio of contracts, and a shareholder-friendly capital return policy of returning a large proportion of its free cash flow through dividends and buybacks, make this stock a favorite among investors in the defense space.The upcoming B-21 stealth bomber, an American heavy bomber that is still under development, is expected to be one of the company’s biggest cash cows. The Air Force intends to purchase 80 to 100 of them to replace old planes.UBS analyst Myles Walton recently maintained a Hold rating on the stock, but raised the price target to $410 from $375. The consensus rating on the stock is Moderate Buy based on 3 Buys and 5 Holds. The average NOC price target is $405.71.General Dynamics Thriving on ConflictsAnother aerospace and defense giant, General Dynamics, is a leading provider of technologically advanced business jets, combat vehicles, command and control systems, as well as nuclear submarines. The stock has returned 42.59% in the past year.A strong flow of orders and continued product innovations have kept the company among the top defense stocks.Morgan Stanley analyst Kristine T. Liwag reiterated a Hold rating on the stock today. However, the analyst raised the price target to $243 from $215. Wall Street consensus sentiment is fairly optimistic, with a Moderate Buy rating based on 5 Buys and 3 Holds. The General Dynamics stock price projection points at an average price target of $241.57.","news_type":1,"symbols_score_info":{"LMT":0.9,"GD":0.9,"NOC":0.9}},"isVote":1,"tweetType":1,"viewCount":1511,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":636723798,"gmtCreate":1646109875645,"gmtModify":1646109875763,"author":{"id":"3586927429503803","authorId":"3586927429503803","name":"Joeljp","avatar":"https://static.tigerbbs.com/78fa803679a3f58ef7405a5c0f53e970","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586927429503803","idStr":"3586927429503803"},"themes":[],"title":"","htmlText":"Okay notee","listText":"Okay notee","text":"Okay notee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636723798","repostId":"1135185997","repostType":4,"isVote":1,"tweetType":1,"viewCount":1370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":636474014,"gmtCreate":1646065672654,"gmtModify":1646065672845,"author":{"id":"3586927429503803","authorId":"3586927429503803","name":"Joeljp","avatar":"https://static.tigerbbs.com/78fa803679a3f58ef7405a5c0f53e970","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586927429503803","idStr":"3586927429503803"},"themes":[],"title":"","htmlText":"Good to hear that.","listText":"Good to hear that.","text":"Good to hear that.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636474014","repostId":"1132135264","repostType":4,"repost":{"id":"1132135264","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":1646059871,"share":"https://www.laohunote.com/m/news/1132135264?lang=zh_CN&edition=full","pubTime":"2022-02-28 22:51","market":"us","language":"en","title":"Sea Limited Shares Gained Nearly 5% in Morning Trading<blockquote>Sea Limited 股价早盘上涨近 5%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1132135264","media":"Tiger Newspress","summary":"Sea Limited shares gained nearly 5% in morning trading.Sea Limited is set to release fourth-quarter ","content":"<p><html><head></head><body>Sea Limited shares gained nearly 5% in morning trading.</p><p><blockquote><html><head></head><body>Sea Limited 股价在早盘交易中上涨近 5%。</body></html></blockquote></p><p><img src=\"https://static.tigerbbs.com/8e4e89729abc3b35ab18cd8bb0bcdc2e\" tg-width=\"843\" tg-height=\"618\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p><b>Sea Limited</b> is set to release fourth-quarter 2021 results on Mar 1.</p><p><blockquote><b>海有限公司</b>将于 3 月 1 日发布 2021 年第四季度业绩。</blockquote></p><p>The Zacks Consensus Estimate for loss has widened by 3 cents to 94 cents per share over the past 30 days. Sea Limited reported a loss of 87 cents per share in the year-ago quarter.</p><p><blockquote>过去 30 天内，Zacks 对每股亏损的共识估计扩大了 3 美分至 94 美分。Sea Limited 报告去年同期每股亏损 87 美分。</blockquote></p><p>The consensus mark for revenues is currently pegged at $2.97 billion, indicating 47.96% growth from the year-ago quarter’s reported figure.</p><p><blockquote>目前，收入共识为 29.7 亿美元，比去年同期报告的数字增长了 47.96%。</blockquote></p><p>The company’s earnings missed the Zacks Consensus Estimate in all of the trailing four quarters, the negative earnings surprise being 56.04%.</p><p><blockquote>在过去四个季度中，该公司的盈利均低于 Zacks 的一致预期，负盈利意外率为 56.04%。</blockquote></p><p>Let’s see how things have shaped up before this announcement.</p><p><blockquote>让我们来看看在宣布这一消息之前情况如何。</blockquote></p><p><b>Factors at Play for Q4 Results</b></p><p><blockquote><b>影响第四季度业绩的因素</b></blockquote></p><p>Sea Limited&#39;s digital entertainment (Garena) and e-commerce businesses are expected to continue to capitalize on changing consumer behavior in the fourth quarter.</p><p><blockquote>Sea Limited 的数字娱乐 (Garena) 和电子商务业务预计将在第四季度继续利用不断变化的消费者行为。</blockquote></p><p>Garena is likely to have benefited from the continued popularity of Free Fireamid stiff competition from<b>Tencent</b>TCEHY.</p><p><blockquote>Garena 可能受益于免费 Fireamid 激烈竞争的持续流行<b>腾讯控股</b>TCEHY。</blockquote></p><p>Per SensorTowerdata, in google play, Free Firewas the second most revenue-generating game worldwide in December 2021, beating Tencent&#39;s PUBG Mobile. Free Fire was also the highest-grossing game in October 2021.</p><p><blockquote>根据SensorTowerdata的数据，在google play中，Free Fire是2021年12月全球收入第二高的游戏，击败了腾讯的PUBG Mobile。《自由之火》也是2021年10月票房最高的游戏。</blockquote></p><p>The company&#39;s e-commerce segment is likely to have gained traction from a strong uptick in Shopee, its online shopping platform. Additionally, SeaMoney&#39;s strengthening integration with Shopee is expected to have aided Sea&#39;s digital financial services business.</p><p><blockquote>该公司的电子商务部门可能因其在线购物平台 Shopee 的强劲增长而获得牵引力。此外，SeaMoney 加强与 Shopee 的整合预计将有助于 Sea 的数字金融服务业务。</blockquote></p><p>Higher expenses related to the expansion of e-commerce services and continued efforts to integrate the company&#39;s mobile wallet services with the Shopee platform across different markets are expected to have negatively impacted profitability in the to-be-reported quarter.</p><p><blockquote>与电子商务服务扩张相关的更高费用以及将公司移动钱包服务与不同市场的 Shopee 平台整合的持续努力预计将对即将报告的季度的盈利能力产生负面影响。</blockquote></p><p><b>What Our Model Indicates</b></p><p><blockquote><b>我们的模型表明了什么</b></blockquote></p><p>Per the Zacks model, the combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that&#39;s not the case here.</p><p><blockquote>根据 Zacks 模型，正收益 ESP 和 Zacks 排名 1（强力买入）、2（买入）或 3（持有）的组合会增加收益超出预期的几率。但这里的情况并非如此。</blockquote></p><p>Sea Limited has an Earnings ESP of -6.95% and a Zacks Rank #4 (Sell). You can uncover the best stocks to buy or sell before they&#39;re reported with our Earnings ESP Filter.</p><p><blockquote>Sea Limited 的收益 ESP 为 -6.95%，Zacks 排名第四（卖出）。使用我们的收益ESP过滤器，您可以在报告之前发现最值得买卖的股票。</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>Sea Limited Shares Gained Nearly 5% in Morning Trading<blockquote>Sea Limited 股价早盘上涨近 5%</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\">\nSea Limited Shares Gained Nearly 5% in Morning Trading<blockquote>Sea Limited 股价早盘上涨近 5%</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\">2022-02-28 22:51</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Sea Limited shares gained nearly 5% in morning trading.</p><p><blockquote><html><head></head><body>Sea Limited 股价在早盘交易中上涨近 5%。</body></html></blockquote></p><p><img src=\"https://static.tigerbbs.com/8e4e89729abc3b35ab18cd8bb0bcdc2e\" tg-width=\"843\" tg-height=\"618\" referrerpolicy=\"no-referrer\"/></p><p><blockquote></blockquote></p><p><b>Sea Limited</b> is set to release fourth-quarter 2021 results on Mar 1.</p><p><blockquote><b>海有限公司</b>将于 3 月 1 日发布 2021 年第四季度业绩。</blockquote></p><p>The Zacks Consensus Estimate for loss has widened by 3 cents to 94 cents per share over the past 30 days. Sea Limited reported a loss of 87 cents per share in the year-ago quarter.</p><p><blockquote>过去 30 天内，Zacks 对每股亏损的共识估计扩大了 3 美分至 94 美分。Sea Limited 报告去年同期每股亏损 87 美分。</blockquote></p><p>The consensus mark for revenues is currently pegged at $2.97 billion, indicating 47.96% growth from the year-ago quarter’s reported figure.</p><p><blockquote>目前，收入共识为 29.7 亿美元，比去年同期报告的数字增长了 47.96%。</blockquote></p><p>The company’s earnings missed the Zacks Consensus Estimate in all of the trailing four quarters, the negative earnings surprise being 56.04%.</p><p><blockquote>在过去四个季度中，该公司的盈利均低于 Zacks 的一致预期，负盈利意外率为 56.04%。</blockquote></p><p>Let’s see how things have shaped up before this announcement.</p><p><blockquote>让我们来看看在宣布这一消息之前情况如何。</blockquote></p><p><b>Factors at Play for Q4 Results</b></p><p><blockquote><b>影响第四季度业绩的因素</b></blockquote></p><p>Sea Limited&#39;s digital entertainment (Garena) and e-commerce businesses are expected to continue to capitalize on changing consumer behavior in the fourth quarter.</p><p><blockquote>Sea Limited 的数字娱乐 (Garena) 和电子商务业务预计将在第四季度继续利用不断变化的消费者行为。</blockquote></p><p>Garena is likely to have benefited from the continued popularity of Free Fireamid stiff competition from<b>Tencent</b>TCEHY.</p><p><blockquote>Garena 可能受益于免费 Fireamid 激烈竞争的持续流行<b>腾讯控股</b>TCEHY。</blockquote></p><p>Per SensorTowerdata, in google play, Free Firewas the second most revenue-generating game worldwide in December 2021, beating Tencent&#39;s PUBG Mobile. Free Fire was also the highest-grossing game in October 2021.</p><p><blockquote>根据SensorTowerdata的数据，在google play中，Free Fire是2021年12月全球收入第二高的游戏，击败了腾讯的PUBG Mobile。《自由之火》也是2021年10月票房最高的游戏。</blockquote></p><p>The company&#39;s e-commerce segment is likely to have gained traction from a strong uptick in Shopee, its online shopping platform. Additionally, SeaMoney&#39;s strengthening integration with Shopee is expected to have aided Sea&#39;s digital financial services business.</p><p><blockquote>该公司的电子商务部门可能因其在线购物平台 Shopee 的强劲增长而获得牵引力。此外，SeaMoney 加强与 Shopee 的整合预计将有助于 Sea 的数字金融服务业务。</blockquote></p><p>Higher expenses related to the expansion of e-commerce services and continued efforts to integrate the company&#39;s mobile wallet services with the Shopee platform across different markets are expected to have negatively impacted profitability in the to-be-reported quarter.</p><p><blockquote>与电子商务服务扩张相关的更高费用以及将公司移动钱包服务与不同市场的 Shopee 平台整合的持续努力预计将对即将报告的季度的盈利能力产生负面影响。</blockquote></p><p><b>What Our Model Indicates</b></p><p><blockquote><b>我们的模型表明了什么</b></blockquote></p><p>Per the Zacks model, the combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that&#39;s not the case here.</p><p><blockquote>根据 Zacks 模型，正收益 ESP 和 Zacks 排名 1（强力买入）、2（买入）或 3（持有）的组合会增加收益超出预期的几率。但这里的情况并非如此。</blockquote></p><p>Sea Limited has an Earnings ESP of -6.95% and a Zacks Rank #4 (Sell). You can uncover the best stocks to buy or sell before they&#39;re reported with our Earnings ESP Filter.</p><p><blockquote>Sea Limited 的收益 ESP 为 -6.95%，Zacks 排名第四（卖出）。使用我们的收益ESP过滤器，您可以在报告之前发现最值得买卖的股票。</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":{"SE":"Sea Ltd"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132135264","content_text":"Sea Limited shares gained nearly 5% in morning trading.Sea Limited is set to release fourth-quarter 2021 results on Mar 1.The Zacks Consensus Estimate for loss has widened by 3 cents to 94 cents per share over the past 30 days. Sea Limited reported a loss of 87 cents per share in the year-ago quarter.The consensus mark for revenues is currently pegged at $2.97 billion, indicating 47.96% growth from the year-ago quarter’s reported figure.The company’s earnings missed the Zacks Consensus Estimate in all of the trailing four quarters, the negative earnings surprise being 56.04%.Let’s see how things have shaped up before this announcement.Factors at Play for Q4 ResultsSea Limited's digital entertainment (Garena) and e-commerce businesses are expected to continue to capitalize on changing consumer behavior in the fourth quarter.Garena is likely to have benefited from the continued popularity of Free Fireamid stiff competition fromTencentTCEHY.Per SensorTowerdata, in google play, Free Firewas the second most revenue-generating game worldwide in December 2021, beating Tencent's PUBG Mobile. Free Fire was also the highest-grossing game in October 2021.The company's e-commerce segment is likely to have gained traction from a strong uptick in Shopee, its online shopping platform. Additionally, SeaMoney's strengthening integration with Shopee is expected to have aided Sea's digital financial services business.Higher expenses related to the expansion of e-commerce services and continued efforts to integrate the company's mobile wallet services with the Shopee platform across different markets are expected to have negatively impacted profitability in the to-be-reported quarter.What Our Model IndicatesPer the Zacks model, the combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that's not the case here.Sea Limited has an Earnings ESP of -6.95% and a Zacks Rank #4 (Sell). You can uncover the best stocks to buy or sell before they're reported with our Earnings ESP Filter.","news_type":1,"symbols_score_info":{"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":1874,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638719902,"gmtCreate":1645524724117,"gmtModify":1645525646310,"author":{"id":"3586927429503803","authorId":"3586927429503803","name":"Joeljp","avatar":"https://static.tigerbbs.com/78fa803679a3f58ef7405a5c0f53e970","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586927429503803","idStr":"3586927429503803"},"themes":[],"title":"","htmlText":"Okay","listText":"Okay","text":"Okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638719902","repostId":"1185717134","repostType":4,"isVote":1,"tweetType":1,"viewCount":2004,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631326472,"gmtCreate":1644494498343,"gmtModify":1644494498536,"author":{"id":"3586927429503803","authorId":"3586927429503803","name":"Joeljp","avatar":"https://static.tigerbbs.com/78fa803679a3f58ef7405a5c0f53e970","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586927429503803","idStr":"3586927429503803"},"themes":[],"title":"","htmlText":"Yes noted ☺️","listText":"Yes noted ☺️","text":"Yes noted ☺️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631326472","repostId":"2210593215","repostType":4,"isVote":1,"tweetType":1,"viewCount":1662,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633676093,"gmtCreate":1644050863110,"gmtModify":1644050863278,"author":{"id":"3586927429503803","authorId":"3586927429503803","name":"Joeljp","avatar":"https://static.tigerbbs.com/78fa803679a3f58ef7405a5c0f53e970","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586927429503803","idStr":"3586927429503803"},"themes":[],"title":"","htmlText":"Yes noted//<a href=\"https://laohu8.com/U/4093097207780690\">@Smartie652</a>: Ok","listText":"Yes noted//<a href=\"https://laohu8.com/U/4093097207780690\">@Smartie652</a>: Ok","text":"Yes noted//@Smartie652: Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633676093","repostId":"1130580421","repostType":4,"repost":{"id":"1130580421","kind":"news","pubTimestamp":1644040812,"share":"https://www.laohunote.com/m/news/1130580421?lang=zh_CN&edition=full","pubTime":"2022-02-05 14:00","market":"us","language":"en","title":"2022 Could be a Success or a Lost Opportunity for Novavax<blockquote>2022 年对于 Novavax 来说可能是成功或失去的机会</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1130580421","media":"InvestorPlace","summary":"Novavax can either generate a boost of sales or lose an opportunity in the industry of vaccines against coronavirus","content":"<p><div> Novavax, Inc. (NASDAQ:NVAX) has had a tough year with losses of approximately 68%. It has already declined about 37% year-to-date, as well. However, as of Feb. 3, 2022, the stock has a 5-day return of...</p><p><blockquote><div>Novavax, Inc.（纳斯达克股票代码：NVAX）度过了艰难的一年，亏损约 68%。今年迄今为止，它也已经下降了约 37%。然而，截至2022年2月3日，该股的5天回报率为……</div></blockquote></p><p>  <a href=\"https://investorplace.com/2022/02/2022-could-be-a-success-or-a-lost-opportunity-for-novavax/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2022/02/2022-could-be-a-success-or-a-lost-opportunity-for-novavax/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","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>2022 Could be a Success or a Lost Opportunity for Novavax<blockquote>2022 年对于 Novavax 来说可能是成功或失去的机会</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\">\n2022 Could be a Success or a Lost Opportunity for Novavax<blockquote>2022 年对于 Novavax 来说可能是成功或失去的机会</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2022-02-05 14:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Novavax, Inc. (NASDAQ:NVAX) has had a tough year with losses of approximately 68%. It has already declined about 37% year-to-date, as well. However, as of Feb. 3, 2022, the stock has a 5-day return of...</p><p><blockquote><div>Novavax, Inc.（纳斯达克股票代码：NVAX）度过了艰难的一年，亏损约 68%。今年迄今为止，它也已经下降了约 37%。然而，截至2022年2月3日，该股的5天回报率为……</div></blockquote></p><p>  <a href=\"https://investorplace.com/2022/02/2022-could-be-a-success-or-a-lost-opportunity-for-novavax/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2022/02/2022-could-be-a-success-or-a-lost-opportunity-for-novavax/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://investorplace.com/2022/02/2022-could-be-a-success-or-a-lost-opportunity-for-novavax/\">InvestorPlace</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":{"NVAX":"诺瓦瓦克斯医药"},"source_url":"https://investorplace.com/2022/02/2022-could-be-a-success-or-a-lost-opportunity-for-novavax/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130580421","content_text":"Novavax, Inc. (NASDAQ:NVAX) has had a tough year with losses of approximately 68%. It has already declined about 37% year-to-date, as well. However, as of Feb. 3, 2022, the stock has a 5-day return of nearly 25%. This increased volatility in the stock price is primarily news-driven.Novavax is trying to become active in the global industry of vaccines against the coronavirus to put an end to the pandemic so all of us can return to normal conditions at which social distancing will be a distant memory, along with wearing face masks.Novavax Business NewsThe latest business news is that Novavax got conditional authorization in the U.K for its protein-based Covid-19 vaccine called Nuvaxovid. It is reported that “the U.K. has already ordered up to 60 million doses of Novavax’s vaccine.”The company announced that it filed for authorization in the U.S. market in late Jan. 2022. Novavax has been granted provisional registration for its vaccine in Australia. Additionally, in South Korea, the Ministry of Food and Drug Safety has approved the firm’s vaccine. At the same time the “European Commission (EC) has granted Novavax conditional marketing authorization (CMA) for Nuvaxovid™ COVID-19 Vaccine (recombinant, adjuvanted) for active immunization to prevent COVID-19 caused by SARS-CoV-2 in individuals 18 years of age and older.”Novavax also submitted for emergency use authorization of its vaccine in South Africa.A lot of this news is a catalyst for NVAX stock. The greatest impact on the stock probably would be U.S. market approval for Nuvaxovid. Investors waiting for further positive news are already building a bull case for Novavax.Bullish Scenario for NVAX StockNovavax’s vaccine is the fifth vaccine approved by the E.U. Protein vaccines like Nuvaxovid can do a lot for the global vaccination campaign. This is because they work differently from the vaccines currently available in the E.U., which are based on either mRNA technology, such as Pfizer and Moderna, or viral vector technology, such as AstraZeneca and Johnson & Johnson.If unvaccinated people are not biased against vaccination to protect from Covid-19, they could soon be vaccinated with protein vaccines such as Nuvaxovid. Such protein vaccines have been used for decades to protect against polio, tetanus, hepatitis B, and the flu. They also offer very good protection against coronavirus and cause even fewer side effects than vaccines that are already approved.Also, these vaccines are important. Richer countries are so preoccupied with booster vaccinations and closing vaccination gaps that they may forget that in poor countries very few people have been vaccinated.Protein-based vaccines could also make a significant contribution to the market. They are relatively inexpensive to produce and can be transported and stored at 2° to 8° C much more easily than mRNA vaccines, which need to be frozen.Novavax will first supply its vaccine in poorer countries like Africa. The Novavax vaccine is a combination vaccine that is said to protect against the coronavirus and the flu at the same time. According to Novavax, initially,100 million doses of the vaccine could be produced per month. They later expect to be able to produce 150 million doses of the vaccine per month.Europe being supplied with Nuvaxovid is certainly big news for Novavax. The U.S. Food and Drug Administration (FDA) may become biased and send the green light for the biotechnology company to boost its sales, especially if its price is cheaper than other vaccines.Bearish Case for NVAX StockThird quarter (Q3) 2021 financial results showed a year-over-year increase of 14% for revenue to $179 million and a 38% increase of total expenses to $486 million. Loss from operations widened to $307 million compared to a loss of $194 million in Q3 2020. Net loss also widened to $322 million compared to a net loss of $197 million in Q3 2020.The firm has poor financial strength as the debt-to-equity (D/E) ratio of 0.70 is considered high for a money-losing business that has been burning cash over the past five consecutive years.Another negative sign for NVAX stock is that shareholders have been substantially diluted in the past year, with total shares outstanding growing by 137.4%.Novavax: At an Inflection Point NowThe company has positive news that sparks enthusiasm. The broader fundamental analysis, however, is not supportive of the company. Widening losses and burning cash must be addressed fast and radically for a stock price rebound to occur and last.I remain bearish on NVAX stock, waiting for sales updates as the key catalyst.","news_type":1,"symbols_score_info":{"NVAX":0.9}},"isVote":1,"tweetType":1,"viewCount":1496,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633375174,"gmtCreate":1643812968704,"gmtModify":1643812989730,"author":{"id":"3586927429503803","authorId":"3586927429503803","name":"Joeljp","avatar":"https://static.tigerbbs.com/78fa803679a3f58ef7405a5c0f53e970","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3586927429503803","idStr":"3586927429503803"},"themes":[],"title":"","htmlText":"Wow so furious, drop so much..","listText":"Wow so furious, drop so much..","text":"Wow so furious, drop so much..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633375174","repostId":"1116723156","repostType":4,"repost":{"id":"1116723156","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":1643812454,"share":"https://www.laohunote.com/m/news/1116723156?lang=zh_CN&edition=full","pubTime":"2022-02-02 22:34","market":"us","language":"en","title":"PayPal shares dive 22% after company blames inflation for weak guidance<blockquote>PayPal指责通胀导致指引疲软，股价暴跌 22%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1116723156","media":"Tiger Newspress","summary":"PayPal shares dive 22% after company blames inflation for weak guidance.","content":"<p><html><head></head><body>PayPal shares dive 22% after company blames inflation for weak guidance.<img src=\"https://static.tigerbbs.com/09aab62578244f6c6518a554a97e43a2\" tg-width=\"709\" tg-height=\"591\" width=\"100%\" height=\"auto\"/></p><p><blockquote><html><head></head><body>PayPal股价暴跌 22%，此前该公司将指引疲软归咎于通胀。</body></html></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>PayPal shares dive 22% after company blames inflation for weak guidance<blockquote>PayPal指责通胀导致指引疲软，股价暴跌 22%</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\">\nPayPal shares dive 22% after company blames inflation for weak guidance<blockquote>PayPal指责通胀导致指引疲软，股价暴跌 22%</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\">2022-02-02 22:34</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>PayPal shares dive 22% after company blames inflation for weak guidance.<img src=\"https://static.tigerbbs.com/09aab62578244f6c6518a554a97e43a2\" tg-width=\"709\" tg-height=\"591\" width=\"100%\" height=\"auto\"/></p><p><blockquote><html><head></head><body>PayPal股价暴跌 22%，此前该公司将指引疲软归咎于通胀。</body></html></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":{"PYPL":"PayPal"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116723156","content_text":"PayPal shares dive 22% after company blames inflation for weak guidance.","news_type":1,"symbols_score_info":{"PYPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1763,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":159355462,"gmtCreate":1624943510356,"gmtModify":1631884665816,"author":{"id":"3586927429503803","authorId":"3586927429503803","name":"Joeljp","avatar":"https://static.tigerbbs.com/78fa803679a3f58ef7405a5c0f53e970","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586927429503803","authorIdStr":"3586927429503803"},"themes":[],"title":"","htmlText":"China stocks like BABA, JD already at lows, there is more upside in my opinion.","listText":"China stocks like BABA, JD already at lows, there is more upside in my opinion.","text":"China stocks like BABA, JD already at lows, there is more upside in my opinion.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/159355462","repostId":"2147560918","repostType":4,"isVote":1,"tweetType":1,"viewCount":685,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148092945,"gmtCreate":1625897424987,"gmtModify":1631889868902,"author":{"id":"3586927429503803","authorId":"3586927429503803","name":"Joeljp","avatar":"https://static.tigerbbs.com/78fa803679a3f58ef7405a5c0f53e970","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586927429503803","authorIdStr":"3586927429503803"},"themes":[],"title":"","htmlText":"Yes I think Tesla high potential to be next.. Cheers.&nbsp;","listText":"Yes I think Tesla high potential to be next.. Cheers.&nbsp;","text":"Yes I think Tesla high potential to be next.. Cheers.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/148092945","repostId":"1177397700","repostType":4,"isVote":1,"tweetType":1,"viewCount":587,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":154824106,"gmtCreate":1625500281605,"gmtModify":1631889868958,"author":{"id":"3586927429503803","authorId":"3586927429503803","name":"Joeljp","avatar":"https://static.tigerbbs.com/78fa803679a3f58ef7405a5c0f53e970","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586927429503803","authorIdStr":"3586927429503803"},"themes":[],"title":"","htmlText":"Ita a rest day for the stock market.. 🐯😁🥂","listText":"Ita a rest day for the stock market.. 🐯😁🥂","text":"Ita a rest day for the stock market.. 🐯😁🥂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/154824106","repostId":"1109703914","repostType":4,"repost":{"id":"1109703914","kind":"news","pubTimestamp":1625464355,"share":"https://www.laohunote.com/m/news/1109703914?lang=zh_CN&edition=full","pubTime":"2021-07-05 13:52","market":"us","language":"en","title":"Is the Stock Market Open or Closed on Independence Day?<blockquote>独立日股市是开市还是休市？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1109703914","media":"Thestreet","summary":"Independence Day in the U.S. is for many a picnic-and-beach day. But July 4 this year falls on a Sunday, which in the United States isn't a trading day.So will the major markets open or close for the holiday?The New York Stock Exchange and the Nasdaq will, in fact, be closed on Monday, July 5, to celebrate Independence Day.It's one of nine full-closing daysfor the stock market this year.For instance, the stock market will close for Thanksgiving on Thursday, Nov. 25. On Friday, Nov. 26, trading i","content":"<p>Independence Day in the U.S. is for many a picnic-and-beach day. But July 4 this year falls on a Sunday, which in the United States isn't a trading day.</p><p><blockquote>对许多人来说，美国的独立日是野餐和海滩日。但今年的7月4日是星期天，在美国不是交易日。</blockquote></p><p> So will the major markets open or close for the holiday?</p><p><blockquote>那么主要市场在假期会开放还是关闭呢？</blockquote></p><p> The New York Stock Exchange and the Nasdaq will, in fact, be closed on Monday, July 5, to celebrate Independence Day.</p><p><blockquote>事实上，纽约证券交易所和纳斯达克将于7月5日星期一休市，以庆祝独立日。</blockquote></p><p> It's&nbsp;one of nine full-closing daysfor the stock market this year.</p><p><blockquote>这是今年股市九个完整收盘日之一。</blockquote></p><p> For instance, the stock market will close for Thanksgiving on Thursday, Nov. 25. On Friday, Nov. 26, trading is scheduled for a bit more than a half-day, 9:30 a.m. to 1 p.m. ET.</p><p><blockquote>例如，股市将于11月25日星期四感恩节休市。11 月 26 日星期五，交易时间为美国东部时间上午 9:30 至下午 1 点，为期半天多一点。</blockquote></p><p> Normal stock-trading hours run 9:30 a.m. to 4 p.m. ET.</p><p><blockquote>正常股票交易时间为美国东部时间上午 9:30 至下午 4 点。</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 the Stock Market Open or Closed on Independence Day?<blockquote>独立日股市是开市还是休市？</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 the Stock Market Open or Closed on Independence Day?<blockquote>独立日股市是开市还是休市？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Thestreet</strong><span class=\"h-time small\">2021-07-05 13:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Independence Day in the U.S. is for many a picnic-and-beach day. But July 4 this year falls on a Sunday, which in the United States isn't a trading day.</p><p><blockquote>对许多人来说，美国的独立日是野餐和海滩日。但今年的7月4日是星期天，在美国不是交易日。</blockquote></p><p> So will the major markets open or close for the holiday?</p><p><blockquote>那么主要市场在假期会开放还是关闭呢？</blockquote></p><p> The New York Stock Exchange and the Nasdaq will, in fact, be closed on Monday, July 5, to celebrate Independence Day.</p><p><blockquote>事实上，纽约证券交易所和纳斯达克将于7月5日星期一休市，以庆祝独立日。</blockquote></p><p> It's&nbsp;one of nine full-closing daysfor the stock market this year.</p><p><blockquote>这是今年股市九个完整收盘日之一。</blockquote></p><p> For instance, the stock market will close for Thanksgiving on Thursday, Nov. 25. On Friday, Nov. 26, trading is scheduled for a bit more than a half-day, 9:30 a.m. to 1 p.m. ET.</p><p><blockquote>例如，股市将于11月25日星期四感恩节休市。11 月 26 日星期五，交易时间为美国东部时间上午 9:30 至下午 1 点，为期半天多一点。</blockquote></p><p> Normal stock-trading hours run 9:30 a.m. to 4 p.m. ET.</p><p><blockquote>正常股票交易时间为美国东部时间上午 9:30 至下午 4 点。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/investing/independence-day-stock-markets-trading-hours\">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":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.thestreet.com/investing/independence-day-stock-markets-trading-hours","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109703914","content_text":"Independence Day in the U.S. is for many a picnic-and-beach day. But July 4 this year falls on a Sunday, which in the United States isn't a trading day.\nSo will the major markets open or close for the holiday?\nThe New York Stock Exchange and the Nasdaq will, in fact, be closed on Monday, July 5, to celebrate Independence Day.\nIt's one of nine full-closing daysfor the stock market this year.\nFor instance, the stock market will close for Thanksgiving on Thursday, Nov. 25. On Friday, Nov. 26, trading is scheduled for a bit more than a half-day, 9:30 a.m. to 1 p.m. ET.\nNormal stock-trading hours run 9:30 a.m. to 4 p.m. ET.","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124839567,"gmtCreate":1624757656959,"gmtModify":1631885278465,"author":{"id":"3586927429503803","authorId":"3586927429503803","name":"Joeljp","avatar":"https://static.tigerbbs.com/78fa803679a3f58ef7405a5c0f53e970","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586927429503803","authorIdStr":"3586927429503803"},"themes":[],"title":"","htmlText":"I have Teva in my portfolio. I like Amazon and I have Bank of America last time.&nbsp;","listText":"I have Teva in my portfolio. I like Amazon and I have Bank of America last time.&nbsp;","text":"I have Teva in my portfolio. I like Amazon and I have Bank of America last time.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/124839567","repostId":"2146090006","repostType":4,"isVote":1,"tweetType":1,"viewCount":928,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165462913,"gmtCreate":1624155181632,"gmtModify":1634010181888,"author":{"id":"3586927429503803","authorId":"3586927429503803","name":"Joeljp","avatar":"https://static.tigerbbs.com/78fa803679a3f58ef7405a5c0f53e970","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586927429503803","authorIdStr":"3586927429503803"},"themes":[],"title":"","htmlText":"It's good that if inflation&nbsp;is&nbsp;transitory.. I am vested in Tech stocks too, so good that tech stocks help to bring down inflation.&nbsp;","listText":"It's good that if inflation&nbsp;is&nbsp;transitory.. I am vested in Tech stocks too, so good that tech stocks help to bring down inflation.&nbsp;","text":"It's good that if inflation is transitory.. I am vested in Tech stocks too, so good that tech stocks help to bring down inflation.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/165462913","repostId":"1133385197","repostType":4,"isVote":1,"tweetType":1,"viewCount":763,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166335408,"gmtCreate":1623991199004,"gmtModify":1634024467468,"author":{"id":"3586927429503803","authorId":"3586927429503803","name":"Joeljp","avatar":"https://static.tigerbbs.com/78fa803679a3f58ef7405a5c0f53e970","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586927429503803","authorIdStr":"3586927429503803"},"themes":[],"title":"","htmlText":"Yes I am vested in BABA, I think I will add more tonight also. Cheers.","listText":"Yes I am vested in BABA, I think I will add more tonight also. Cheers.","text":"Yes I am vested in BABA, I think I will add more tonight also. Cheers.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/166335408","repostId":"1175693382","repostType":4,"repost":{"id":"1175693382","kind":"news","pubTimestamp":1623978463,"share":"https://www.laohunote.com/m/news/1175693382?lang=zh_CN&edition=full","pubTime":"2021-06-18 09:07","market":"hk","language":"en","title":"Alibaba Stock: The Bottoming Process Looks To Be Forming Already<blockquote>阿里巴巴-SW股票：触底过程似乎已经形成</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1175693382","media":"seekingalpha","summary":"Alibaba is probably the most undervalued growth stock right now.The company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.The short term technical picture may be turning bullish with a potential double bottom price action signal.When we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Alibaba is probably the most undervalued growth stock right now.</li>  <li>The company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.</li>  <li>The short term technical picture may be turning bullish with a potential double bottom price action signal.</li>  <li>We discuss the company’s multiple growth drivers and let investors judge for themselves.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05e63c77d4f3f3dc3d618e43044638bb\" tg-width=\"768\" tg-height=\"512\"><span>Yongyuan Dai/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>阿里巴巴-SW可能是目前最被低估的成长型股票。</li><li>该公司在快速扩张的市场中拥有多种增长动力，这使得其估值看起来更加令人困惑。</li><li>短期技术面可能会随着潜在的双底价格行动信号而转向看涨。</li><li>我们将讨论公司的多重增长动力，让投资者自己判断。</li></ul><p class=\"t-img-caption\"><span>戴永元/iStock 未通过 Getty Images 发布</span></p></blockquote></p><p> <b>The Technical Thesis</b></p><p><blockquote><b>技术论文</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7febf6ed056b0e3bc038321cdaad9b1c\" tg-width=\"1280\" tg-height=\"782\"><span>Source: TradingView</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：TradingView</span></p></blockquote></p><p> Alibaba’s&nbsp;stock price has endured a terrible 8 months ever since its Ant Financial IPO was pulled in early Nov 20, with the stock languishing in the doldrums 34% off its high. When considering the health of its long term uptrend, it’s clear that BABA has a relatively strong uptrend bias and has generally been well supported along its key 50W MA. The only other time in the last 4 years that it lost its key 50W MA support level was during the 2018 bear market where BABA dropped about 40%, but was still well supported above the important 200W MA, which we usually consider as the “last line of defense”. Right now BABA is somewhat facing a similar situation again: down 34%, lost the 50W MA, but looks to be well supported above the 200W MA. In addition to that, one interesting observation in price action analysis may lead price action traders/investors to be especially bullish: a potential double bottom formation. BABA's price is seemingly going through a double bottom like it did during the 2018 bear market before it rallied strongly thereafter. As a result, BABA’s current level may offer a possible technical buy entry point now.</p><p><blockquote>自 11 月 20 日初蚂蚁金服 IPO 被撤销以来，阿里巴巴-SW的股价经历了可怕的 8 个月，该股在低迷中萎靡不振，较高点下跌了 34%。在考虑其长期上升趋势的健康状况时，很明显，阿里巴巴具有相对较强的上升趋势偏差，并且在其关键的 50W 均线上总体上得到了良好的支撑。在过去 4 年中，它唯一一次失去关键的 50W MA 支撑位是在 2018 年熊市期间，当时阿里巴巴下跌了约 40%，但仍在重要的 200W MA 上方得到良好支撑，我们通常认为这是 “最后一道防线”。现在阿里巴巴再次面临类似的情况：下跌34%，失去了50W MA，但看起来在200W MA以上得到了很好的支撑。除此之外，价格行为分析中的一个有趣观察可能会导致价格行为交易者/投资者特别看涨：潜在的双底形成。阿里巴巴的价格似乎正在经历双底，就像 2018 年熊市期间一样，随后强劲反弹。因此，阿里巴巴目前的水平可能是一个可能的技术性买入切入点。</blockquote></p><p> <b>BABA's Fundamental Thesis: Rapidly Expanding Growth Drivers</b></p><p><blockquote><b>阿里巴巴的基本论点：快速扩张的增长动力</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eba49f5881708929949c30628eedc5d4\" tg-width=\"934\" tg-height=\"578\"><span>Annual GMV. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>年度GMV。数据来源：公司文件</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4d6c4ed3e2402f5af52b2dea8bab411\" tg-width=\"836\" tg-height=\"517\"><span>Annual e-commerce revenue. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>年度电子商务收入。数据来源：公司文件</span></p></blockquote></p><p> BABA’s GMV grew from 1.68T yuan to 7.49T yuan in just a matter of 7 years, which represented a CAGR of 23.8%, a truly amazing growth rate. We also saw its GMV growth being converted into revenue growth as its China commerce revenue grew from 7.67B yuan to 473.68B yuan, at a CAGR of 51% over the last 10 years. While its international footprint remains considerably smaller, it still grew at a CAGR of 30.42% over the last 10 years, which was by no means slow.</p><p><blockquote>阿里巴巴的GMV从1.68吨人民币增长到7.49吨人民币，仅用了7年时间，复合年增长率达到了23.8%，增长率着实惊人。我们还看到其 GMV 增长转化为收入增长，其中国商业收入从 76.7 亿元人民币增长到 473.68 亿元人民币，过去 10 年的复合年增长率为 51%。虽然其国际足迹仍然小得多，但在过去10年中，其CAGR仍以30.42%的速度增长，这绝不是缓慢的。</blockquote></p><p> Even though China’s e-commerce market is expected to grow considerably slower at a CAGR of 12.4% over the next three years, from 13.8T yuan, equivalent to $2.16T in 2021 to 19.6T yuan,equivalent to $3.06T by 2024, the massive size of the market still offers tremendous upside potential for BABA and its closest competitors to grow into.</p><p><blockquote>尽管未来三年中国电子商务市场的增长速度预计将大幅放缓，复合年增长率为 12.4%，从 2021 年的 13.8 万亿元人民币（相当于 2.16 万亿元人民币）下降到 2024 年的 19.6 万亿元人民币（相当于 3.06 万亿元人民币），但庞大的市场规模仍然为阿里巴巴及其最接近的竞争对手提供了巨大的增长潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ffe2dee43f267e1d1399c68e3ca60f36\" tg-width=\"600\" tg-height=\"371\"><span>E-commerce revenue in the U.S. Data source: Statista</span></p><p><blockquote><p class=\"t-img-caption\"><span>美国电子商务收入数据来源：Statista</span></p></blockquote></p><p> When we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the U.S. e-commerce market is only expected to grow at a CAGR of 4.67% from 2021 to 2025, which is significantly slower than China’s 12.4%. In addition, the U.S. market is also expected to reach about $563B in total revenue, which is 18% of what the China market is expected to be worth by then.</p><p><blockquote>当我们将中国市场的增长率和规模与美国电子商务市场进行比较时，我们可以看到它们在规模和增长率上的巨大差异，因为美国电子商务市场从 2021 年到 2025 年的复合年增长率预计仅为 4.67%，大大低于中国的 12.4%。此外，美国市场的总收入预计也将达到约 5630 亿美元，相当于届时中国市场预期价值的 18%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d5a8d0d8a6a2dcdf667a6f33c6c9771\" tg-width=\"1280\" tg-height=\"702\"><span>Peers EBIT Margin and Projected EBIT Margin. Data source: S&amp;P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>同行息税前利润率和预计息税前利润率。数据来源：S&amp;P Capital IQ</span></p></blockquote></p><p> Even though Alibaba has been facing increased competitive pressures from its fast growing key competitors: JD.com(NASDAQ:JD)and Pinduoduo(NASDAQ:PDD), BABA has already been operating a much more profitable business (both EBIT and FCF), and is expected to continue delivering strong profitability moving forward, which should give the company tremendous flexibility to compete head on with JD and PDD in its quest to extend its leadership. Investors may observe that BABA’s EBIT margin was affected by the one-off administrative penalty of $2,782M that was reflected in its SG&amp;A, and therefore skewed its EBIT margin to the downside.</p><p><blockquote>尽管阿里巴巴-SW一直面临着来自其快速增长的主要竞争对手京东（纳斯达克股票代码：JD）和拼多多（纳斯达克股票代码：PDD）的越来越大的竞争压力，但阿里巴巴已经经营着一项利润更高的业务（息税前税前利润和自由现金流），并且预计将继续实现强劲的盈利能力展望未来，这将为该公司提供巨大的灵活性，以与京东和PDD正面竞争，以扩大其领导地位。投资者可能会注意到，阿里巴巴的息税前利润率受到了其 SG&amp;A 中反映的 27.82 亿美元一次性行政罚款的影响，因此其息税前利润率向下倾斜。</blockquote></p><p></p><p> One important move was the company’s decision to further its investment in the Community Marketplace, which is PDD’s main e-commerce strategy that saw PDD gain a total of&nbsp;823M AAC&nbsp;in its latest quarter as compared to BABA’s 891M AAC. PDD’s AAC growth is truly phenomenal considering it had only&nbsp;100M AAC in Q2’C17&nbsp;as compared to BABA’s 466M AAC in the same period.</p><p><blockquote>其中一个重要举措是公司决定进一步投资社区市场，这是 PDD 的主要电子商务战略，PDD 在最近一个季度共获得了 8.23 亿 AAC，而阿里巴巴的 8.91 亿 AAC。考虑到 2017 年第二季度 PDD 的 AAC 数量仅为 1 亿，而同期阿里巴巴的 AAC 数量为 4.66 亿，PDD 的 AAC 增长确实惊人。</blockquote></p><p> Therefore, the momentum of growth has surely swung over to the Community Marketplace segment and BABA would need to pull out its big guns (which it has) to compete for dominance with PDD and JD.</p><p><blockquote>因此，增长势头肯定已经转移到社区市场领域，阿里巴巴需要拿出它的大枪（它已经拥有）来与PDD和京东争夺主导地位。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b83b69b08b1f4b11a26393c8e6eead5\" tg-width=\"600\" tg-height=\"371\"><span>Market size of community group buying in China. Data source: iiMedia Research</span></p><p><blockquote><p class=\"t-img-caption\"><span>中国社区团购的市场规模。数据来源：艾媒咨询</span></p></blockquote></p><p> Even though the expected total market size of 102B yuan by 2022 represented only about 21.5% of BABA’s FY 21 China commerce revenue, the expected rapid CAGR of 44.22% over 3 years from 2019 to 2022 cannot be missed by BABA. Although the market is still relatively small, BABA cannot allow the current leader in this market: PDD to so easily dominate and gobble up the early high growth rates at the ignorance of everyone else. Certainly BABA must compete and fight for its place in this segment and strive for early leadership to prevent PDD from extending its lead.</p><p><blockquote>尽管预计到 2022 年 1020 亿元人民币的总市场规模仅占阿里巴巴 21 财年中国商业收入的 21.5% 左右，但阿里巴巴不能错过 2019 年至 2022 年 3 年间 44.22% 的快速复合年增长率。虽然这个市场还比较小，但阿里巴巴不能让这个市场目前的领头羊：PDD在众人不知情的情况下，如此轻易地占据主导地位，吞噬早期的高增长率。当然，阿里巴巴必须竞争并争取其在这一领域的地位，并争取早期领导地位，以防止PDD扩大其领先优势。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b97b2b4a8a182dc9846d8fb7e4039877\" tg-width=\"1280\" tg-height=\"770\"><span>PDD profitability metrics &amp; revenue growth forecast. Data source: S&amp;P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>PDD盈利指标和收入增长预测。数据来源：S&amp;P Capital IQ</span></p></blockquote></p><p> We could observe from the above chart that PDD is expected to continue growing its revenue rapidly over the next few years, even though they are expected to normalize subsequently. More importantly, PDD is also expected to increasingly improve its EBIT and FCF profitability moving forward. This shows that the Community Marketplace segment is an highly important growth driver that BABA must use its strength to exploit in order to deny PDD’s claim to undisputed leadership so early on in the game.</p><p><blockquote>从上图中我们可以观察到，PDD 预计将在未来几年继续快速增长其收入，尽管预计随后将恢复正常。更重要的是，PDD 预计未来还将不断提高其息税前利润和自由现金流盈利能力。这表明，社区市场是一个非常重要的增长动力，阿里巴巴必须利用其优势加以利用，才能在游戏初期否认 PDD 无可争议的领导地位。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3aadc32155b4108426a1a982e3b5b1c2\" tg-width=\"640\" tg-height=\"360\"><span>China public cloud spending. Source:China Internet Watch; Canalys</span></p><p><blockquote><p class=\"t-img-caption\"><span>中国公共云支出。来源：中国互联网观察；通道</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c1538b9f7bdc8d6d35a72d9acf8ecbc\" tg-width=\"600\" tg-height=\"371\"><span>Size of China public cloud market. Data source: CAICT; Sina.com.cn</span></p><p><blockquote><p class=\"t-img-caption\"><span>中国公有云市场规模。数据来源：CAICT；新浪网</span></p></blockquote></p><p> BABA has a 40% share in China’s public cloud market, way ahead of its key competitors. However, it’s important to note that despite this leadership, BABA is still in heavy investment mode to continue growing its market share as China’s public cloud market is expected to grow from 26.48B yuan in 2017 to 230.74B yuan by 2023, which would represent a CAGR of 43.4%, an incredibly stellar growth rate. This is especially clear when we compare China’s growth rate to the worldwide growth rate (see below) as public cloud spending worldwide is expected to grow from $145B in 2017 to $397B by 2022, that would represent a CAGR of 22.3%.</p><p><blockquote>阿里巴巴在中国公共云市场占有 40% 的份额，远远领先于其主要竞争对手。然而，值得注意的是，尽管阿里巴巴处于领先地位，但阿里巴巴仍处于大量投资模式，以继续扩大其市场份额，因为中国公共云市场预计将从 2017 年的 264.8 亿元人民币增长到 2023 年的 2307.4 亿元人民币，复合年增长率将达到 43.4%，这是一个令人难以置信的惊人增长率。当我们将中国的增长率与全球增长率（见下文）进行比较时，这一点尤为明显，因为全球公共云支出预计将从 2017 年的 1450 亿美元增长到 2022 年的 3970 亿美元，复合年增长率将达到 22.3%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/06198c569504bc303c34563041dfb294\" tg-width=\"600\" tg-height=\"371\"><span>Worldwide public cloud spending. Data source: Gartner</span></p><p><blockquote><p class=\"t-img-caption\"><span>全球公共云支出。数据来源：Gartner</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8482037f60575f964053ab732496bee3\" tg-width=\"1176\" tg-height=\"700\"><span>Worldwide public cloud market share. Source:CnTechPost; Gartner</span></p><p><blockquote><p class=\"t-img-caption\"><span>全球公共云市场份额。资料来源：CnTechPost；高德纳</span></p></blockquote></p><p> Therefore, I don’t find it surprising that Ali Cloud has continued to extend its lead over Alphabet’s(NASDAQ:GOOGL)(NASDAQ:GOOG)GCP with a market share of 9.5% in 2020. While AMZN remains the clear leader in the market, its market share has been coming down considerably as public cloud spending continues to expand, indicating that there is a huge potential for growth for multiple players to exist. With BABA’s leadership in the rapidly expanding Chinese market, I’m increasingly bullish on the future profit and FCF contribution from this segment to BABA’s performance over time. Although BABA’s cloud segment has not been EBIT profitable yet (FY 21 EBIT margin: -15%, FY 20 EBIT margin: -17.5%), it’s also useful to note that GCP has also not been profitable for Alphabet as well (FY 20 EBIT margin: -42.9%, FY 19 EBIT margin: -52%). Therefore, we need to give BABA some time to scale up its cloud services in APAC and in China where it is expected to have stronger leadership to allow it to grow faster and investors should expect this to be a highly profitable segment over time.</p><p><blockquote>因此，阿里云在 2020 年以 9.5% 的市场份额继续扩大对Alphabet（纳斯达克股票代码：GOOGL）（纳斯达克股票代码：GOOG）GCP 的领先优势，我并不感到惊讶。虽然亚马逊仍然是市场的明显领导者，但随着公共云支出的持续扩大，其市场份额大幅下降，这表明多个参与者存在巨大的增长潜力。凭借阿里巴巴在快速扩张的中国市场的领导地位，我越来越看好该细分市场未来的利润和自由现金流对阿里巴巴业绩的贡献。虽然阿里巴巴的云业务尚未实现息税前利润（21 财年息税前利润率：-15%，20 财年息税前利润率：-17.5%），但值得注意的是，Alphabet的 GCP 也没有实现盈利（20 财年息税前利润率：-42.9%，19 财年息税前利润率：-52%）。因此，我们需要给阿里巴巴一些时间来扩大其在亚太地区和中国的云服务，预计阿里巴巴将在这些地区拥有更强大的领导地位，使其能够更快地增长，投资者应该预计随着时间的推移，这将是一个高利润的细分市场。</blockquote></p><p> <b>BABA's Valuations Look Highly Compelling</b></p><p><blockquote><b>阿里巴巴的估值看起来非常有说服力</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62a087c4b3ef7efc2c5dde813e3b959d\" tg-width=\"1000\" tg-height=\"600\"><span>NTM TEV / EBIT 3Y range.</span></p><p><blockquote><p class=\"t-img-caption\"><span>NTM TEV/息税前利润3年范围。</span></p></blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2605c0e5ad364a7a43929fef204595c\" tg-width=\"1280\" tg-height=\"687\"><span>EV / Fwd EBIT and EV / Fwd Rev trend. Data source: S&amp;P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>电动汽车/前轮驱动息税前利润和电动汽车/前轮驱动转速趋势。数据来源：S&amp;P Capital IQ</span></p></blockquote></p><p> When we consider BABA's TEV / EBIT historical range, where the 3Y mean read 33.54x, BABA’s EV / Fwd EBIT trend certainly imply a hugely undervalued stock as BABA is still expected to grow its revenue and operating profits rapidly. However, as we wanted to obtain greater clarity over how its counterparts are also valued, we thought it would be useful if we value BABA’s EBIT over a set of benchmark companies that is presented below.</p><p><blockquote>当我们考虑到阿里巴巴的 TEV / EBIT 历史范围（3 年平均值为 33.54 倍）时，阿里巴巴的 EV / Fwd EBIT 趋势无疑意味着该股被严重低估，因为阿里巴巴的收入和营业利润仍有望快速增长。不过，由于我们希望更清楚地了解阿里巴巴的息税前利润是如何估值的，因此我们认为，如果我们对阿里巴巴的息税前利润进行估值，这将是有用的，如下所示。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d27873e676dfb23c98d4a69aa5861e02\" tg-width=\"1280\" tg-height=\"1117\"><span>Peers EV / EBIT Valuations. Data source: S&amp;P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>同行EV/EBIT估值。数据来源：S&amp;P Capital IQ</span></p></blockquote></p><p> By using a blend of historical and forward EBIT, we could see that BABA’s EV / EBIT really looks undervalued when compared to the median value of the set of observed values from the benchmark companies. We derived a fair value range for BABA of $294.98 at the midpoint of the range, that represented a potential upside of 40.5% based on the current stock price of $210.</p><p><blockquote>通过混合使用历史息税前利润和远期息税前利润，我们可以看到，与基准公司的一组观察值的中值相比，阿里巴巴的电动汽车/息税前利润看起来确实被低估了。我们得出阿里巴巴在区间中点的公允价值区间为 294.98 美元，基于当前 210 美元的股价，这代表着 40.5% 的潜在上涨空间。</blockquote></p><p> <b>Risks to Assumptions</b></p><p><blockquote><b>假设风险</b></blockquote></p><p> Now, it’s obviously baffling to watch how Mr. Market has decided to discount BABA to such an extent as if the company has lost all its key sources of growth, when in fact there is still so much potential upside coming from its commerce segment, the new marketplace initiatives and its growing Ali Cloud segment, among others. The main realistic reason that we identified for the stock's underperformance would simply be regulatory risk. We think investors should acknowledge that this risk is very real and at times huge Chinese companies have found themselves to be subjected to extra scrutiny (which is nothing new in fact) by the Chinese government. What’s critical here is that the Chinese government seemingly has significant clout over the behavior and actions of their tech behemoths that at times may be largely unpredictable. The market certainly hates unpredictability and therefore they may have significantly discounted BABA as a result of that. If investors are not able to handle uncertainty with regard to potentially unpredictable regulatory actions and their aftermath, then BABA may not be appropriate for you. However, if you believe that this is just a blip in BABA’s long journey, then you would surely find BABA's valuations extremely attractive right now, coupled with a long term mindset.</p><p><blockquote>现在，看着 Mr.市场决定对阿里巴巴进行折扣，就好像该公司已经失去了所有关键的增长来源，而事实上，其商业部门、新的市场计划和不断增长的阿里云部门等仍有很大的潜在上涨空间。我们认为该股表现不佳的主要现实原因仅仅是监管风险。我们认为投资者应该认识到这种风险是非常真实的，有时大型中国公司会发现自己受到中国政府的额外审查（事实上这并不是什么新鲜事）。关键在于，中国政府似乎对其科技巨头的行为和行动拥有巨大的影响力，而这些行为和行动有时在很大程度上是不可预测的。市场当然讨厌不可预测性，因此他们可能因此大幅打折阿里巴巴。如果投资者无法应对潜在不可预测的监管行动及其后果的不确定性，那么阿里巴巴可能不适合您。然而，如果你认为这只是阿里巴巴漫长征程中的一个昙花一现，那么你一定会发现阿里巴巴现在的估值极具吸引力，再加上长期思维。</blockquote></p><p> <b>Wrapping It All Up</b></p><p><blockquote><b>把这一切都包起来</b></blockquote></p><p> Alibaba has continued to deliver solid results that demonstrated the strong capability of the company to execute well. As the company continues to operate within a market with so many growth drivers that are expected to drive the company’s future growth, investors should find the current valuations highly attractive.</p><p><blockquote>阿里巴巴-SW继续交付稳健的业绩，证明了该公司良好执行的强大能力。由于公司将继续在一个拥有众多增长动力的市场中运营，这些增长动力有望推动公司未来的增长，投资者应该会发现目前的估值极具吸引力。</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 Stock: The Bottoming Process Looks To Be Forming Already<blockquote>阿里巴巴-SW股票：触底过程似乎已经形成</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 Stock: The Bottoming Process Looks To Be Forming Already<blockquote>阿里巴巴-SW股票：触底过程似乎已经形成</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-06-18 09:07</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Alibaba is probably the most undervalued growth stock right now.</li>  <li>The company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.</li>  <li>The short term technical picture may be turning bullish with a potential double bottom price action signal.</li>  <li>We discuss the company’s multiple growth drivers and let investors judge for themselves.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05e63c77d4f3f3dc3d618e43044638bb\" tg-width=\"768\" tg-height=\"512\"><span>Yongyuan Dai/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>阿里巴巴-SW可能是目前最被低估的成长型股票。</li><li>该公司在快速扩张的市场中拥有多种增长动力，这使得其估值看起来更加令人困惑。</li><li>短期技术面可能会随着潜在的双底价格行动信号而转向看涨。</li><li>我们将讨论公司的多重增长动力，让投资者自己判断。</li></ul><p class=\"t-img-caption\"><span>戴永元/iStock 未通过 Getty Images 发布</span></p></blockquote></p><p> <b>The Technical Thesis</b></p><p><blockquote><b>技术论文</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7febf6ed056b0e3bc038321cdaad9b1c\" tg-width=\"1280\" tg-height=\"782\"><span>Source: TradingView</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：TradingView</span></p></blockquote></p><p> Alibaba’s&nbsp;stock price has endured a terrible 8 months ever since its Ant Financial IPO was pulled in early Nov 20, with the stock languishing in the doldrums 34% off its high. When considering the health of its long term uptrend, it’s clear that BABA has a relatively strong uptrend bias and has generally been well supported along its key 50W MA. The only other time in the last 4 years that it lost its key 50W MA support level was during the 2018 bear market where BABA dropped about 40%, but was still well supported above the important 200W MA, which we usually consider as the “last line of defense”. Right now BABA is somewhat facing a similar situation again: down 34%, lost the 50W MA, but looks to be well supported above the 200W MA. In addition to that, one interesting observation in price action analysis may lead price action traders/investors to be especially bullish: a potential double bottom formation. BABA's price is seemingly going through a double bottom like it did during the 2018 bear market before it rallied strongly thereafter. As a result, BABA’s current level may offer a possible technical buy entry point now.</p><p><blockquote>自 11 月 20 日初蚂蚁金服 IPO 被撤销以来，阿里巴巴-SW的股价经历了可怕的 8 个月，该股在低迷中萎靡不振，较高点下跌了 34%。在考虑其长期上升趋势的健康状况时，很明显，阿里巴巴具有相对较强的上升趋势偏差，并且在其关键的 50W 均线上总体上得到了良好的支撑。在过去 4 年中，它唯一一次失去关键的 50W MA 支撑位是在 2018 年熊市期间，当时阿里巴巴下跌了约 40%，但仍在重要的 200W MA 上方得到良好支撑，我们通常认为这是 “最后一道防线”。现在阿里巴巴再次面临类似的情况：下跌34%，失去了50W MA，但看起来在200W MA以上得到了很好的支撑。除此之外，价格行为分析中的一个有趣观察可能会导致价格行为交易者/投资者特别看涨：潜在的双底形成。阿里巴巴的价格似乎正在经历双底，就像 2018 年熊市期间一样，随后强劲反弹。因此，阿里巴巴目前的水平可能是一个可能的技术性买入切入点。</blockquote></p><p> <b>BABA's Fundamental Thesis: Rapidly Expanding Growth Drivers</b></p><p><blockquote><b>阿里巴巴的基本论点：快速扩张的增长动力</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eba49f5881708929949c30628eedc5d4\" tg-width=\"934\" tg-height=\"578\"><span>Annual GMV. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>年度GMV。数据来源：公司文件</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4d6c4ed3e2402f5af52b2dea8bab411\" tg-width=\"836\" tg-height=\"517\"><span>Annual e-commerce revenue. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>年度电子商务收入。数据来源：公司文件</span></p></blockquote></p><p> BABA’s GMV grew from 1.68T yuan to 7.49T yuan in just a matter of 7 years, which represented a CAGR of 23.8%, a truly amazing growth rate. We also saw its GMV growth being converted into revenue growth as its China commerce revenue grew from 7.67B yuan to 473.68B yuan, at a CAGR of 51% over the last 10 years. While its international footprint remains considerably smaller, it still grew at a CAGR of 30.42% over the last 10 years, which was by no means slow.</p><p><blockquote>阿里巴巴的GMV从1.68吨人民币增长到7.49吨人民币，仅用了7年时间，复合年增长率达到了23.8%，增长率着实惊人。我们还看到其 GMV 增长转化为收入增长，其中国商业收入从 76.7 亿元人民币增长到 473.68 亿元人民币，过去 10 年的复合年增长率为 51%。虽然其国际足迹仍然小得多，但在过去10年中，其CAGR仍以30.42%的速度增长，这绝不是缓慢的。</blockquote></p><p> Even though China’s e-commerce market is expected to grow considerably slower at a CAGR of 12.4% over the next three years, from 13.8T yuan, equivalent to $2.16T in 2021 to 19.6T yuan,equivalent to $3.06T by 2024, the massive size of the market still offers tremendous upside potential for BABA and its closest competitors to grow into.</p><p><blockquote>尽管未来三年中国电子商务市场的增长速度预计将大幅放缓，复合年增长率为 12.4%，从 2021 年的 13.8 万亿元人民币（相当于 2.16 万亿元人民币）下降到 2024 年的 19.6 万亿元人民币（相当于 3.06 万亿元人民币），但庞大的市场规模仍然为阿里巴巴及其最接近的竞争对手提供了巨大的增长潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ffe2dee43f267e1d1399c68e3ca60f36\" tg-width=\"600\" tg-height=\"371\"><span>E-commerce revenue in the U.S. Data source: Statista</span></p><p><blockquote><p class=\"t-img-caption\"><span>美国电子商务收入数据来源：Statista</span></p></blockquote></p><p> When we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the U.S. e-commerce market is only expected to grow at a CAGR of 4.67% from 2021 to 2025, which is significantly slower than China’s 12.4%. In addition, the U.S. market is also expected to reach about $563B in total revenue, which is 18% of what the China market is expected to be worth by then.</p><p><blockquote>当我们将中国市场的增长率和规模与美国电子商务市场进行比较时，我们可以看到它们在规模和增长率上的巨大差异，因为美国电子商务市场从 2021 年到 2025 年的复合年增长率预计仅为 4.67%，大大低于中国的 12.4%。此外，美国市场的总收入预计也将达到约 5630 亿美元，相当于届时中国市场预期价值的 18%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d5a8d0d8a6a2dcdf667a6f33c6c9771\" tg-width=\"1280\" tg-height=\"702\"><span>Peers EBIT Margin and Projected EBIT Margin. Data source: S&amp;P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>同行息税前利润率和预计息税前利润率。数据来源：S&amp;P Capital IQ</span></p></blockquote></p><p> Even though Alibaba has been facing increased competitive pressures from its fast growing key competitors: JD.com(NASDAQ:JD)and Pinduoduo(NASDAQ:PDD), BABA has already been operating a much more profitable business (both EBIT and FCF), and is expected to continue delivering strong profitability moving forward, which should give the company tremendous flexibility to compete head on with JD and PDD in its quest to extend its leadership. Investors may observe that BABA’s EBIT margin was affected by the one-off administrative penalty of $2,782M that was reflected in its SG&amp;A, and therefore skewed its EBIT margin to the downside.</p><p><blockquote>尽管阿里巴巴-SW一直面临着来自其快速增长的主要竞争对手京东（纳斯达克股票代码：JD）和拼多多（纳斯达克股票代码：PDD）的越来越大的竞争压力，但阿里巴巴已经经营着一项利润更高的业务（息税前税前利润和自由现金流），并且预计将继续实现强劲的盈利能力展望未来，这将为该公司提供巨大的灵活性，以与京东和PDD正面竞争，以扩大其领导地位。投资者可能会注意到，阿里巴巴的息税前利润率受到了其 SG&amp;A 中反映的 27.82 亿美元一次性行政罚款的影响，因此其息税前利润率向下倾斜。</blockquote></p><p></p><p> One important move was the company’s decision to further its investment in the Community Marketplace, which is PDD’s main e-commerce strategy that saw PDD gain a total of&nbsp;823M AAC&nbsp;in its latest quarter as compared to BABA’s 891M AAC. PDD’s AAC growth is truly phenomenal considering it had only&nbsp;100M AAC in Q2’C17&nbsp;as compared to BABA’s 466M AAC in the same period.</p><p><blockquote>其中一个重要举措是公司决定进一步投资社区市场，这是 PDD 的主要电子商务战略，PDD 在最近一个季度共获得了 8.23 亿 AAC，而阿里巴巴的 8.91 亿 AAC。考虑到 2017 年第二季度 PDD 的 AAC 数量仅为 1 亿，而同期阿里巴巴的 AAC 数量为 4.66 亿，PDD 的 AAC 增长确实惊人。</blockquote></p><p> Therefore, the momentum of growth has surely swung over to the Community Marketplace segment and BABA would need to pull out its big guns (which it has) to compete for dominance with PDD and JD.</p><p><blockquote>因此，增长势头肯定已经转移到社区市场领域，阿里巴巴需要拿出它的大枪（它已经拥有）来与PDD和京东争夺主导地位。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b83b69b08b1f4b11a26393c8e6eead5\" tg-width=\"600\" tg-height=\"371\"><span>Market size of community group buying in China. Data source: iiMedia Research</span></p><p><blockquote><p class=\"t-img-caption\"><span>中国社区团购的市场规模。数据来源：艾媒咨询</span></p></blockquote></p><p> Even though the expected total market size of 102B yuan by 2022 represented only about 21.5% of BABA’s FY 21 China commerce revenue, the expected rapid CAGR of 44.22% over 3 years from 2019 to 2022 cannot be missed by BABA. Although the market is still relatively small, BABA cannot allow the current leader in this market: PDD to so easily dominate and gobble up the early high growth rates at the ignorance of everyone else. Certainly BABA must compete and fight for its place in this segment and strive for early leadership to prevent PDD from extending its lead.</p><p><blockquote>尽管预计到 2022 年 1020 亿元人民币的总市场规模仅占阿里巴巴 21 财年中国商业收入的 21.5% 左右，但阿里巴巴不能错过 2019 年至 2022 年 3 年间 44.22% 的快速复合年增长率。虽然这个市场还比较小，但阿里巴巴不能让这个市场目前的领头羊：PDD在众人不知情的情况下，如此轻易地占据主导地位，吞噬早期的高增长率。当然，阿里巴巴必须竞争并争取其在这一领域的地位，并争取早期领导地位，以防止PDD扩大其领先优势。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b97b2b4a8a182dc9846d8fb7e4039877\" tg-width=\"1280\" tg-height=\"770\"><span>PDD profitability metrics &amp; revenue growth forecast. Data source: S&amp;P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>PDD盈利指标和收入增长预测。数据来源：S&amp;P Capital IQ</span></p></blockquote></p><p> We could observe from the above chart that PDD is expected to continue growing its revenue rapidly over the next few years, even though they are expected to normalize subsequently. More importantly, PDD is also expected to increasingly improve its EBIT and FCF profitability moving forward. This shows that the Community Marketplace segment is an highly important growth driver that BABA must use its strength to exploit in order to deny PDD’s claim to undisputed leadership so early on in the game.</p><p><blockquote>从上图中我们可以观察到，PDD 预计将在未来几年继续快速增长其收入，尽管预计随后将恢复正常。更重要的是，PDD 预计未来还将不断提高其息税前利润和自由现金流盈利能力。这表明，社区市场是一个非常重要的增长动力，阿里巴巴必须利用其优势加以利用，才能在游戏初期否认 PDD 无可争议的领导地位。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3aadc32155b4108426a1a982e3b5b1c2\" tg-width=\"640\" tg-height=\"360\"><span>China public cloud spending. Source:China Internet Watch; Canalys</span></p><p><blockquote><p class=\"t-img-caption\"><span>中国公共云支出。来源：中国互联网观察；通道</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c1538b9f7bdc8d6d35a72d9acf8ecbc\" tg-width=\"600\" tg-height=\"371\"><span>Size of China public cloud market. Data source: CAICT; Sina.com.cn</span></p><p><blockquote><p class=\"t-img-caption\"><span>中国公有云市场规模。数据来源：CAICT；新浪网</span></p></blockquote></p><p> BABA has a 40% share in China’s public cloud market, way ahead of its key competitors. However, it’s important to note that despite this leadership, BABA is still in heavy investment mode to continue growing its market share as China’s public cloud market is expected to grow from 26.48B yuan in 2017 to 230.74B yuan by 2023, which would represent a CAGR of 43.4%, an incredibly stellar growth rate. This is especially clear when we compare China’s growth rate to the worldwide growth rate (see below) as public cloud spending worldwide is expected to grow from $145B in 2017 to $397B by 2022, that would represent a CAGR of 22.3%.</p><p><blockquote>阿里巴巴在中国公共云市场占有 40% 的份额，远远领先于其主要竞争对手。然而，值得注意的是，尽管阿里巴巴处于领先地位，但阿里巴巴仍处于大量投资模式，以继续扩大其市场份额，因为中国公共云市场预计将从 2017 年的 264.8 亿元人民币增长到 2023 年的 2307.4 亿元人民币，复合年增长率将达到 43.4%，这是一个令人难以置信的惊人增长率。当我们将中国的增长率与全球增长率（见下文）进行比较时，这一点尤为明显，因为全球公共云支出预计将从 2017 年的 1450 亿美元增长到 2022 年的 3970 亿美元，复合年增长率将达到 22.3%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/06198c569504bc303c34563041dfb294\" tg-width=\"600\" tg-height=\"371\"><span>Worldwide public cloud spending. Data source: Gartner</span></p><p><blockquote><p class=\"t-img-caption\"><span>全球公共云支出。数据来源：Gartner</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8482037f60575f964053ab732496bee3\" tg-width=\"1176\" tg-height=\"700\"><span>Worldwide public cloud market share. Source:CnTechPost; Gartner</span></p><p><blockquote><p class=\"t-img-caption\"><span>全球公共云市场份额。资料来源：CnTechPost；高德纳</span></p></blockquote></p><p> Therefore, I don’t find it surprising that Ali Cloud has continued to extend its lead over Alphabet’s(NASDAQ:GOOGL)(NASDAQ:GOOG)GCP with a market share of 9.5% in 2020. While AMZN remains the clear leader in the market, its market share has been coming down considerably as public cloud spending continues to expand, indicating that there is a huge potential for growth for multiple players to exist. With BABA’s leadership in the rapidly expanding Chinese market, I’m increasingly bullish on the future profit and FCF contribution from this segment to BABA’s performance over time. Although BABA’s cloud segment has not been EBIT profitable yet (FY 21 EBIT margin: -15%, FY 20 EBIT margin: -17.5%), it’s also useful to note that GCP has also not been profitable for Alphabet as well (FY 20 EBIT margin: -42.9%, FY 19 EBIT margin: -52%). Therefore, we need to give BABA some time to scale up its cloud services in APAC and in China where it is expected to have stronger leadership to allow it to grow faster and investors should expect this to be a highly profitable segment over time.</p><p><blockquote>因此，阿里云在 2020 年以 9.5% 的市场份额继续扩大对Alphabet（纳斯达克股票代码：GOOGL）（纳斯达克股票代码：GOOG）GCP 的领先优势，我并不感到惊讶。虽然亚马逊仍然是市场的明显领导者，但随着公共云支出的持续扩大，其市场份额大幅下降，这表明多个参与者存在巨大的增长潜力。凭借阿里巴巴在快速扩张的中国市场的领导地位，我越来越看好该细分市场未来的利润和自由现金流对阿里巴巴业绩的贡献。虽然阿里巴巴的云业务尚未实现息税前利润（21 财年息税前利润率：-15%，20 财年息税前利润率：-17.5%），但值得注意的是，Alphabet的 GCP 也没有实现盈利（20 财年息税前利润率：-42.9%，19 财年息税前利润率：-52%）。因此，我们需要给阿里巴巴一些时间来扩大其在亚太地区和中国的云服务，预计阿里巴巴将在这些地区拥有更强大的领导地位，使其能够更快地增长，投资者应该预计随着时间的推移，这将是一个高利润的细分市场。</blockquote></p><p> <b>BABA's Valuations Look Highly Compelling</b></p><p><blockquote><b>阿里巴巴的估值看起来非常有说服力</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62a087c4b3ef7efc2c5dde813e3b959d\" tg-width=\"1000\" tg-height=\"600\"><span>NTM TEV / EBIT 3Y range.</span></p><p><blockquote><p class=\"t-img-caption\"><span>NTM TEV/息税前利润3年范围。</span></p></blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2605c0e5ad364a7a43929fef204595c\" tg-width=\"1280\" tg-height=\"687\"><span>EV / Fwd EBIT and EV / Fwd Rev trend. Data source: S&amp;P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>电动汽车/前轮驱动息税前利润和电动汽车/前轮驱动转速趋势。数据来源：S&amp;P Capital IQ</span></p></blockquote></p><p> When we consider BABA's TEV / EBIT historical range, where the 3Y mean read 33.54x, BABA’s EV / Fwd EBIT trend certainly imply a hugely undervalued stock as BABA is still expected to grow its revenue and operating profits rapidly. However, as we wanted to obtain greater clarity over how its counterparts are also valued, we thought it would be useful if we value BABA’s EBIT over a set of benchmark companies that is presented below.</p><p><blockquote>当我们考虑到阿里巴巴的 TEV / EBIT 历史范围（3 年平均值为 33.54 倍）时，阿里巴巴的 EV / Fwd EBIT 趋势无疑意味着该股被严重低估，因为阿里巴巴的收入和营业利润仍有望快速增长。不过，由于我们希望更清楚地了解阿里巴巴的息税前利润是如何估值的，因此我们认为，如果我们对阿里巴巴的息税前利润进行估值，这将是有用的，如下所示。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d27873e676dfb23c98d4a69aa5861e02\" tg-width=\"1280\" tg-height=\"1117\"><span>Peers EV / EBIT Valuations. Data source: S&amp;P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>同行EV/EBIT估值。数据来源：S&amp;P Capital IQ</span></p></blockquote></p><p> By using a blend of historical and forward EBIT, we could see that BABA’s EV / EBIT really looks undervalued when compared to the median value of the set of observed values from the benchmark companies. We derived a fair value range for BABA of $294.98 at the midpoint of the range, that represented a potential upside of 40.5% based on the current stock price of $210.</p><p><blockquote>通过混合使用历史息税前利润和远期息税前利润，我们可以看到，与基准公司的一组观察值的中值相比，阿里巴巴的电动汽车/息税前利润看起来确实被低估了。我们得出阿里巴巴在区间中点的公允价值区间为 294.98 美元，基于当前 210 美元的股价，这代表着 40.5% 的潜在上涨空间。</blockquote></p><p> <b>Risks to Assumptions</b></p><p><blockquote><b>假设风险</b></blockquote></p><p> Now, it’s obviously baffling to watch how Mr. Market has decided to discount BABA to such an extent as if the company has lost all its key sources of growth, when in fact there is still so much potential upside coming from its commerce segment, the new marketplace initiatives and its growing Ali Cloud segment, among others. The main realistic reason that we identified for the stock's underperformance would simply be regulatory risk. We think investors should acknowledge that this risk is very real and at times huge Chinese companies have found themselves to be subjected to extra scrutiny (which is nothing new in fact) by the Chinese government. What’s critical here is that the Chinese government seemingly has significant clout over the behavior and actions of their tech behemoths that at times may be largely unpredictable. The market certainly hates unpredictability and therefore they may have significantly discounted BABA as a result of that. If investors are not able to handle uncertainty with regard to potentially unpredictable regulatory actions and their aftermath, then BABA may not be appropriate for you. However, if you believe that this is just a blip in BABA’s long journey, then you would surely find BABA's valuations extremely attractive right now, coupled with a long term mindset.</p><p><blockquote>现在，看着 Mr.市场决定对阿里巴巴进行折扣，就好像该公司已经失去了所有关键的增长来源，而事实上，其商业部门、新的市场计划和不断增长的阿里云部门等仍有很大的潜在上涨空间。我们认为该股表现不佳的主要现实原因仅仅是监管风险。我们认为投资者应该认识到这种风险是非常真实的，有时大型中国公司会发现自己受到中国政府的额外审查（事实上这并不是什么新鲜事）。关键在于，中国政府似乎对其科技巨头的行为和行动拥有巨大的影响力，而这些行为和行动有时在很大程度上是不可预测的。市场当然讨厌不可预测性，因此他们可能因此大幅打折阿里巴巴。如果投资者无法应对潜在不可预测的监管行动及其后果的不确定性，那么阿里巴巴可能不适合您。然而，如果你认为这只是阿里巴巴漫长征程中的一个昙花一现，那么你一定会发现阿里巴巴现在的估值极具吸引力，再加上长期思维。</blockquote></p><p> <b>Wrapping It All Up</b></p><p><blockquote><b>把这一切都包起来</b></blockquote></p><p> Alibaba has continued to deliver solid results that demonstrated the strong capability of the company to execute well. As the company continues to operate within a market with so many growth drivers that are expected to drive the company’s future growth, investors should find the current valuations highly attractive.</p><p><blockquote>阿里巴巴-SW继续交付稳健的业绩，证明了该公司良好执行的强大能力。由于公司将继续在一个拥有众多增长动力的市场中运营，这些增长动力有望推动公司未来的增长，投资者应该会发现目前的估值极具吸引力。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175693382","content_text":"Summary\n\nAlibaba is probably the most undervalued growth stock right now.\nThe company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.\nThe short term technical picture may be turning bullish with a potential double bottom price action signal.\nWe discuss the company’s multiple growth drivers and let investors judge for themselves.\n\nYongyuan Dai/iStock Unreleased via Getty Images\nThe Technical Thesis\nSource: TradingView\nAlibaba’s stock price has endured a terrible 8 months ever since its Ant Financial IPO was pulled in early Nov 20, with the stock languishing in the doldrums 34% off its high. When considering the health of its long term uptrend, it’s clear that BABA has a relatively strong uptrend bias and has generally been well supported along its key 50W MA. The only other time in the last 4 years that it lost its key 50W MA support level was during the 2018 bear market where BABA dropped about 40%, but was still well supported above the important 200W MA, which we usually consider as the “last line of defense”. Right now BABA is somewhat facing a similar situation again: down 34%, lost the 50W MA, but looks to be well supported above the 200W MA. In addition to that, one interesting observation in price action analysis may lead price action traders/investors to be especially bullish: a potential double bottom formation. BABA's price is seemingly going through a double bottom like it did during the 2018 bear market before it rallied strongly thereafter. As a result, BABA’s current level may offer a possible technical buy entry point now.\nBABA's Fundamental Thesis: Rapidly Expanding Growth Drivers\nAnnual GMV. Data source: Company filings\nAnnual e-commerce revenue. Data source: Company filings\nBABA’s GMV grew from 1.68T yuan to 7.49T yuan in just a matter of 7 years, which represented a CAGR of 23.8%, a truly amazing growth rate. We also saw its GMV growth being converted into revenue growth as its China commerce revenue grew from 7.67B yuan to 473.68B yuan, at a CAGR of 51% over the last 10 years. While its international footprint remains considerably smaller, it still grew at a CAGR of 30.42% over the last 10 years, which was by no means slow.\nEven though China’s e-commerce market is expected to grow considerably slower at a CAGR of 12.4% over the next three years, from 13.8T yuan, equivalent to $2.16T in 2021 to 19.6T yuan,equivalent to $3.06T by 2024, the massive size of the market still offers tremendous upside potential for BABA and its closest competitors to grow into.\nE-commerce revenue in the U.S. Data source: Statista\nWhen we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the U.S. e-commerce market is only expected to grow at a CAGR of 4.67% from 2021 to 2025, which is significantly slower than China’s 12.4%. In addition, the U.S. market is also expected to reach about $563B in total revenue, which is 18% of what the China market is expected to be worth by then.\nPeers EBIT Margin and Projected EBIT Margin. Data source: S&P Capital IQ\nEven though Alibaba has been facing increased competitive pressures from its fast growing key competitors: JD.com(NASDAQ:JD)and Pinduoduo(NASDAQ:PDD), BABA has already been operating a much more profitable business (both EBIT and FCF), and is expected to continue delivering strong profitability moving forward, which should give the company tremendous flexibility to compete head on with JD and PDD in its quest to extend its leadership. Investors may observe that BABA’s EBIT margin was affected by the one-off administrative penalty of $2,782M that was reflected in its SG&A, and therefore skewed its EBIT margin to the downside.\nOne important move was the company’s decision to further its investment in the Community Marketplace, which is PDD’s main e-commerce strategy that saw PDD gain a total of 823M AAC in its latest quarter as compared to BABA’s 891M AAC. PDD’s AAC growth is truly phenomenal considering it had only 100M AAC in Q2’C17 as compared to BABA’s 466M AAC in the same period.\nTherefore, the momentum of growth has surely swung over to the Community Marketplace segment and BABA would need to pull out its big guns (which it has) to compete for dominance with PDD and JD.\nMarket size of community group buying in China. Data source: iiMedia Research\nEven though the expected total market size of 102B yuan by 2022 represented only about 21.5% of BABA’s FY 21 China commerce revenue, the expected rapid CAGR of 44.22% over 3 years from 2019 to 2022 cannot be missed by BABA. Although the market is still relatively small, BABA cannot allow the current leader in this market: PDD to so easily dominate and gobble up the early high growth rates at the ignorance of everyone else. Certainly BABA must compete and fight for its place in this segment and strive for early leadership to prevent PDD from extending its lead.\nPDD profitability metrics & revenue growth forecast. Data source: S&P Capital IQ\nWe could observe from the above chart that PDD is expected to continue growing its revenue rapidly over the next few years, even though they are expected to normalize subsequently. More importantly, PDD is also expected to increasingly improve its EBIT and FCF profitability moving forward. This shows that the Community Marketplace segment is an highly important growth driver that BABA must use its strength to exploit in order to deny PDD’s claim to undisputed leadership so early on in the game.\nChina public cloud spending. Source:China Internet Watch; Canalys\nSize of China public cloud market. Data source: CAICT; Sina.com.cn\nBABA has a 40% share in China’s public cloud market, way ahead of its key competitors. However, it’s important to note that despite this leadership, BABA is still in heavy investment mode to continue growing its market share as China’s public cloud market is expected to grow from 26.48B yuan in 2017 to 230.74B yuan by 2023, which would represent a CAGR of 43.4%, an incredibly stellar growth rate. This is especially clear when we compare China’s growth rate to the worldwide growth rate (see below) as public cloud spending worldwide is expected to grow from $145B in 2017 to $397B by 2022, that would represent a CAGR of 22.3%.\nWorldwide public cloud spending. Data source: Gartner\nWorldwide public cloud market share. Source:CnTechPost; Gartner\nTherefore, I don’t find it surprising that Ali Cloud has continued to extend its lead over Alphabet’s(NASDAQ:GOOGL)(NASDAQ:GOOG)GCP with a market share of 9.5% in 2020. While AMZN remains the clear leader in the market, its market share has been coming down considerably as public cloud spending continues to expand, indicating that there is a huge potential for growth for multiple players to exist. With BABA’s leadership in the rapidly expanding Chinese market, I’m increasingly bullish on the future profit and FCF contribution from this segment to BABA’s performance over time. Although BABA’s cloud segment has not been EBIT profitable yet (FY 21 EBIT margin: -15%, FY 20 EBIT margin: -17.5%), it’s also useful to note that GCP has also not been profitable for Alphabet as well (FY 20 EBIT margin: -42.9%, FY 19 EBIT margin: -52%). Therefore, we need to give BABA some time to scale up its cloud services in APAC and in China where it is expected to have stronger leadership to allow it to grow faster and investors should expect this to be a highly profitable segment over time.\nBABA's Valuations Look Highly Compelling\nNTM TEV / EBIT 3Y range.\nEV / Fwd EBIT and EV / Fwd Rev trend. Data source: S&P Capital IQ\nWhen we consider BABA's TEV / EBIT historical range, where the 3Y mean read 33.54x, BABA’s EV / Fwd EBIT trend certainly imply a hugely undervalued stock as BABA is still expected to grow its revenue and operating profits rapidly. However, as we wanted to obtain greater clarity over how its counterparts are also valued, we thought it would be useful if we value BABA’s EBIT over a set of benchmark companies that is presented below.\nPeers EV / EBIT Valuations. Data source: S&P Capital IQ\nBy using a blend of historical and forward EBIT, we could see that BABA’s EV / EBIT really looks undervalued when compared to the median value of the set of observed values from the benchmark companies. We derived a fair value range for BABA of $294.98 at the midpoint of the range, that represented a potential upside of 40.5% based on the current stock price of $210.\nRisks to Assumptions\nNow, it’s obviously baffling to watch how Mr. Market has decided to discount BABA to such an extent as if the company has lost all its key sources of growth, when in fact there is still so much potential upside coming from its commerce segment, the new marketplace initiatives and its growing Ali Cloud segment, among others. The main realistic reason that we identified for the stock's underperformance would simply be regulatory risk. We think investors should acknowledge that this risk is very real and at times huge Chinese companies have found themselves to be subjected to extra scrutiny (which is nothing new in fact) by the Chinese government. What’s critical here is that the Chinese government seemingly has significant clout over the behavior and actions of their tech behemoths that at times may be largely unpredictable. The market certainly hates unpredictability and therefore they may have significantly discounted BABA as a result of that. If investors are not able to handle uncertainty with regard to potentially unpredictable regulatory actions and their aftermath, then BABA may not be appropriate for you. However, if you believe that this is just a blip in BABA’s long journey, then you would surely find BABA's valuations extremely attractive right now, coupled with a long term mindset.\nWrapping It All Up\nAlibaba has continued to deliver solid results that demonstrated the strong capability of the company to execute well. As the company continues to operate within a market with so many growth drivers that are expected to drive the company’s future growth, investors should find the current valuations highly attractive.","news_type":1,"symbols_score_info":{"BABA":0.9,"09988":0.9}},"isVote":1,"tweetType":1,"viewCount":485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":821145944,"gmtCreate":1633709611582,"gmtModify":1633709611803,"author":{"id":"3586927429503803","authorId":"3586927429503803","name":"Joeljp","avatar":"https://static.tigerbbs.com/78fa803679a3f58ef7405a5c0f53e970","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586927429503803","authorIdStr":"3586927429503803"},"themes":[],"title":"","htmlText":"It's a good read.","listText":"It's a good read.","text":"It's a good read.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/821145944","repostId":"1133780035","repostType":4,"repost":{"id":"1133780035","kind":"news","pubTimestamp":1633704297,"share":"https://www.laohunote.com/m/news/1133780035?lang=zh_CN&edition=full","pubTime":"2021-10-08 22:44","market":"us","language":"en","title":"6 reasons this is a fresh multiyear bull market and 6 stocks in the surprising sector you should favor<blockquote>这是一个新的多年牛市的 6 个理由以及您应该青睐的令人惊讶的行业中的 6 只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1133780035","media":"MarketWatch","summary":"Stock-market pessimism and excess consumer buying power point to retail stocks.\n\nNothing like a litt","content":"<p>  <b>Stock-market pessimism and excess consumer buying power point to retail stocks.</b>  Nothing like a little October turbulence to help the market’s weak hands get in touch with their inner bears.</p><p><blockquote><b>股市悲观情绪和消费者过度购买力指向零售股。</b>没有什么比十月份的小幅动荡更能帮助市场的弱者与内心的空头取得联系了。</blockquote></p><p> But don’t let their negativity rub off on you. We’re still near the beginning of what will be a multiyear bull market. Here are six reasons to buy stocks now, and six names to consider in one of the best sectors to own at the moment.</p><p><blockquote>但不要让他们的消极情绪影响到你。我们仍接近多年牛市的开始。以下是现在购买股票的六个理由，以及目前最值得持有的行业之一中值得考虑的六个名字。</blockquote></p><p> <b>1. Sentiment has gotten bearish enough</b></p><p><blockquote><b>1. 情绪已经变得足够悲观</b></blockquote></p><p> I regularly track investor sentiment in my stock letter (details and link in bio below) to make contrarian “calls” on the market. While most of your money should be in long-term holdings, timing entries when most people are bearish gives you an edge. That is the case now. Sentiment is not extremely negative, but it fell enough this week to trigger a buy signal in my system.</p><p><blockquote>我定期在我的股票信中跟踪投资者情绪（详情和链接见下文），以便对市场做出逆向 “评级”。虽然你的大部分资金应该长期持有，但在大多数人看跌的时候入场会给你带来优势。现在就是这样。情绪并不是极其消极，但本周的跌幅足以在我的系统中触发买入信号。</blockquote></p><p> It’s also worth pointing out that major media figures turned pretty negative this week, another good contrarian signal. (I won’t name names.) And the fact that their negativity is a bullish signal in my book doesn’t mean I think they are dense. It’s just that high-profile media commentators are consensus sponges. It’s an occupational hazard – which we can use to our advantage as investors.</p><p><blockquote>还值得指出的是，主要媒体数据本周变得相当负面，这是另一个良好的反向信号。(在我的书中，他们的负面情绪是一个看涨信号，但这并不意味着我认为他们很密集。只是备受瞩目的媒体评论员是共识的海绵。这是一种职业危害--作为投资者，我们可以利用这种危害。</blockquote></p><p> Pick your favorite popular financial media talking heads, then do the opposite whenever they turn consistently negative — or positive.</p><p><blockquote>挑选你最喜欢的流行财经媒体头条，然后在他们持续消极或积极时反其道而行之。</blockquote></p><p> <b>2. Seasonality is in our favor</b></p><p><blockquote><b>2. 季节性对我们有利</b></blockquote></p><p> The worst month for stocks is October, and the weakest days are Oct. 10 and Oct. 11. Then this bleak month is followed by the seasonally strong January-May phase when the market is bolstered by new money coming in. In between, November and December can be strong as stocks rebound from October weakness and the end of the mutual-fund tax-loss selling season. That’s finished at the end of October.</p><p><blockquote>股市最糟糕的月份是10月，最弱的日子是10月10日和10月11日。然后，在这个黯淡的月份之后是季节性强劲的 1 月至 5 月阶段，此时市场受到新资金流入的支撑。在此期间，随着股市从 10 月份的疲软中反弹以及共同基金税收损失销售季节的结束，11 月和 12 月可能会表现强劲。这项工作将于十月底完成。</blockquote></p><p> <b>3. COVID is rolling over</b></p><p><blockquote><b>3. 新冠疫情正在蔓延</b></blockquote></p><p> It’s no secret that case counts and hospitalizations are down sharply. Last year, the cold weather did not usher in a winter COVID flu season. So, it’s not too crazy to expect the same thing this year, especially given all the people who have been vaccinated or infected. Reopening will help boost the economy.</p><p><blockquote>病例数和住院人数急剧下降已不是什么秘密。去年，寒冷的天气并没有迎来冬季新冠流感季节。因此，期待今年也会发生同样的事情并不算太疯狂，尤其是考虑到所有接种过疫苗或被感染的人。重新开放将有助于提振经济。</blockquote></p><p> <b>4. A correction may have already happened</b></p><p><blockquote><b>4.更正可能已经发生</b></blockquote></p><p> Since the summer, the market has experienced rolling corrections in various sectors. The Russell 2000RUT,+0.14%was down over 10% in August, the definition of a correction. Cyclicals, retail, tech and so forth have all been hit. As of early October, 90% or more of S&amp;P 500SPX,-0.05%and NasdaqCOMP,-0.28%stocks had fallen at least 10% from 2021 highs, notes Liz Ann Sonders, chief investment strategist at Charles SchwabSCHW,+1.47%.</p><p><blockquote>进入夏季以来，市场经历了各板块的滚动调整。Russell 2000RUT,+0.14% 8 月份下跌超过 10%，这是修正的定义。周期性、零售、科技等都受到了打击。Charles SchwabSCHW 首席投资策略师 Liz Ann Sonders 指出，截至 10 月初，90% 或更多的标准普尔 500SPX（-0.05%）和纳斯达克 COMP（-0.28%）股票已较 2021 年高点下跌至少 10%，+1.47%。</blockquote></p><p> In other words, while everyone was looking for a correction, it may have already happened. The market has a funny way of tricking most people most of the time, this way.</p><p><blockquote>换句话说，当每个人都在寻找修正时，它可能已经发生了。市场大部分时间都有一种有趣的方式来欺骗大多数人，就是这样。</blockquote></p><p> <b>5. There’s been strong household formation</b></p><p><blockquote><b>5. 家庭形成强劲</b></blockquote></p><p> Millennials are finally giving up on the parents’ basement – if there was ever any truth to that cliché.</p><p><blockquote>千禧一代终于要放弃父母的地下室了--如果这种陈词滥调有什么道理的话。</blockquote></p><p> What is true: They’re entering the prime age for marriage and family. Plus, the economy is booming so they feel confident enough to make the plunge into homeownership.</p><p><blockquote>真相：他们正进入结婚和家庭的黄金年龄。此外，经济正在蓬勃发展，因此他们有足够的信心投入购房。</blockquote></p><p> The upshot: Household formation is now at about two million per year, more than double the rate for the past five years. Home buyers have to purchase a lot of stuff to fill up those new houses. That’s a built-in economy booster.</p><p><blockquote>结果是：现在每年大约有200万家庭形成，是过去五年的两倍多。购房者不得不购买很多东西来填满那些新房子。这是一个内在的经济助推器。</blockquote></p><p> <b>6. The consumer is scared, locked and loaded</b></p><p><blockquote><b>6.消费者受到惊吓、锁定和加载</b></blockquote></p><p> There are at least a half-dozen natural sources of stimulus in the economy ready to drive growth whether the Fed tapers or not, points out Jim Paulsen, an economist and strategist at Leuthold Group. One is that household formation, mentioned above. Another is the low level of inventories at companies – which have to restock big time. But to me, the big one is the consumer, simply because consumer spending is the big driver of our economy.</p><p><blockquote>Leuthold Group 经济学家兼策略师吉姆·保尔森 (Jim Paulsen) 指出，无论美联储是否缩减规模，经济中至少有六种自然刺激来源随时准备推动增长。一个是上面提到的家庭形成。另一个原因是公司库存水平低——它们不得不大量补充库存。但对我来说，最大的是消费者，因为消费者支出是我们经济的主要驱动力。</blockquote></p><p> The bottom line: Consumer are scared. But they have a ton of buying power to tap when their anxieties ease — perhaps as COVID continues to roll over.</p><p><blockquote>底线：消费者害怕了。但当他们的焦虑缓解时，他们有大量的购买力可以利用——也许是随着新冠疫情继续蔓延。</blockquote></p><p> Now a little more detail.August consumer sentimentwas at the lowest level since the pandemic began, as measured by the University of Michigan index of consumer sentiment. Itnudged up in September, but it is still low.</p><p><blockquote>现在更多细节。根据密歇根大学消费者信心指数的衡量，8 月份消费者信心处于疫情开始以来的最低水平。九月份有所上涨，但仍然很低。</blockquote></p><p> At the same time, consumers have a tremendous amount of buying power. Personal savings are at about 12% of GDP. That’s twice the longer-term average of around 6%-7%, notes Paulsen. Net worth compared to income is at record highs.</p><p><blockquote>同时，消费者拥有巨大的购买力。个人储蓄约占GDP的12%。保尔森指出，这是长期平均水平（约 6%-7%）的两倍。净资产与收入相比创历史新高。</blockquote></p><p> Don’t make the mistake of thinking that’s just the rich getting richer because of the stock market. Homes are up a lot too, and most people own homes. The ratio of household debt to personal income is the lowest since 1985.</p><p><blockquote>不要误以为只是富人因为股市而变得更富有。房子也涨了很多，大多数人都有自己的房子。家庭债务与个人收入之比是1985年以来的最低水平。</blockquote></p><p></p><p> “Consumers are scared and loaded with untapped buying power,” says Paulsen. “This pessimistic mindset combined with the excess buying power has historically produced solid market gains with infrequent declines,” he says. “This ratio portrays a bull market that is still in its infancy.”</p><p><blockquote>“保尔森说：”消费者感到害怕，并充满了未开发的购买力。“他说：”这种悲观的心态加上过剩的购买力，在历史上产生了稳健的市场涨幅，很少出现下跌。“这一比率描绘了一个仍处于起步阶段的牛市。”</blockquote></p><p> <b>S</b><b><b>tocks</b></b><b>&nbsp;to buy</b></p><p><blockquote><b>S</b><b><b>托克斯</b></b><b>购买</b></blockquote></p><p> Since the consumer is such a big part of this dynamic, I say go with retail stocks. They’ve been underperforming, which also makes them look attractive.</p><p><blockquote>由于消费者是这种动态的重要组成部分，我说选择零售股。他们的表现一直不佳，这也让他们看起来很有吸引力。</blockquote></p><p> Morningstar cites Bath &amp; Body WorksBBWI,-0.74%as a retailer with a moat and trading at a discount. The body care and home fragrance retailer has a four-star rating because its stock is trading so far below Morningstar’s “fair value” estimate of $79 for the name.</p><p><blockquote>晨星公司将 Bath &amp; Body WorksBBWI,-0.74% 视为一家拥有护城河并以折扣价交易的零售商。这家身体护理和家居香水零售商获得了四星级评级，因为其股票交易远低于晨星公司对该公司 79 美元的 “公允价值 ”估计。</blockquote></p><p> As for the moat, analyst Jaime Katz cites the company’s strong brand, its leadership position in its space, and the 30% average return on invested capital, well above its 8% weighted average cost of capital.</p><p><blockquote>至于护城河，分析师 Jaime Katz 列举了该公司强大的品牌、在该领域的领先地位以及 30% 的平均投资资本回报率，远高于 8% 的加权平均资本成本。</blockquote></p><p> Eric Marshall, a portfolio manager at the Hodges Small Cap fundHDPSX,+1.83%,likes the apparel retailer American Eagle OutfittersAEO,0.36%,which is down over 35% from highs this year. The company posted record revenue of $1.19 billion in the second quarter, up 35% year over year.</p><p><blockquote>Hodges Small Cap fundHDPSX (+1.83%) 的投资组合经理 Eric Marshall 看好服装零售商 American Eagle OutfittersAEO (0.36%)，该股较今年高点下跌超过 35%。该公司第二季度营收创历史新高，达到11.9亿美元，同比增长35%。</blockquote></p><p> The core growth driver is its popular Aerie brand. Marshall thinks the company will earn over $2 a share this year, which makes American Eagle stock a bargain at around 13 times forward earnings.</p><p><blockquote>核心增长动力是其广受欢迎的 Aerie 品牌。马歇尔认为该公司今年每股收益将超过 2 美元，这使得 American Eagle 股票的预期市盈率约为 13 倍。</blockquote></p><p> Marshall is worth listening to because he has a hot hand. His Hodges small-cap fund is up 31% this year, beating its small blend category and Russell 2000 index benchmark by 12 to 18 percentage points, according to Morningstar.</p><p><blockquote>马歇尔值得一听，因为他有一只热手。根据晨星公司的数据，他的霍奇斯小型股基金今年上涨了 31%，比其小型混合类别和罗素 2000 指数基准高出 12 至 18 个百分点。</blockquote></p><p> Marshall also likes Academy Sports and OutdoorsASO,-0.91%,which sells sports and outdoor recreation&nbsp;goods. The pandemic was a windfall for this company because of the popularity of outdoor activities. Strong pandemic sales helped the company chip away at its high debt levels. Analysts are worried the pandemic-inspired popularity of outdoor activities will wane, but Marshall thinks the outdoor lifestyle will stay in vogue.</p><p><blockquote>马歇尔还喜欢销售运动和户外休闲用品的 Academy Sports and OutdoorsASO,-0.91%。由于户外活动的流行，疫情对这家公司来说是一笔意外之财。强劲的疫情销售帮助该公司摆脱了高债务水平。分析师担心受疫情影响的户外活动的受欢迎程度将会减弱，但马歇尔认为户外生活方式将继续流行。</blockquote></p><p> While many retail sector investors are awed by the power of Amazon.comAMZN,0.03%and WalmartWMT,0.03%,Motley Fool retail sector analyst Asit Sharma favors niche chains that have mastered the “direct to consumer” sales model. They offer great stores and solid products, but also the mix of delivery options that shoppers want – including in-store pickup of items bought online.</p><p><blockquote>虽然许多零售行业投资者对 Amazon.comAMZN（0.03%）和 WalmartWMT（0.03%）的实力感到敬畏，但 Motley Fool 零售行业分析师 Asit Sharma 更青睐那些掌握了 “直接面向消费者 ”销售模式的利基连锁店。他们提供很棒的商店和可靠的产品，但也提供购物者想要的送货选择组合，包括在店内提取网上购买的商品。</blockquote></p><p> “The retail sector gets a perennial bad rap because everyone is focused on yesterday’s story, that Amazon and Walmart are taking out all physical stores,” says Sharma. But that’s not the case. Many retailers provide a mix of excellent in-store experiences and unique products that the two retail giants can’t really offer.</p><p><blockquote>“夏尔马说：”零售业常年名声不好，因为每个人都在关注昨天的故事，即亚马逊和沃尔玛正在夺走所有实体店。但事实并非如此。许多零售商提供了出色的店内体验和两大零售巨头无法真正提供的独特产品。</blockquote></p><p> Here, Sharma cites Lululemon AthleticaLULU,-0.88%.“We love the fact that the company spends on its own research and development innovation on the fabric side.” Stores give consumers a chance to check out the custom fabrics in person.</p><p><blockquote>在这里，Sharma 引用了 Lululemon AthleticaLULU，-0.88%。“我们喜欢公司在面料方面投入研发创新。”商店给消费者一个亲自检查定制面料的机会。</blockquote></p><p> Sharma also favors Yeti HoldingsYETI,-1.92%,which sells coolers, “drinkware” and outdoor equipment. For a larger cap name, consider the popular retail giant TargetTGT,-0.24%for its “everything under one roof” approach to retail.</p><p><blockquote>Sharma 还青睐 Yeti HoldingsYETI，-1.92%，该公司销售冷却器、“饮料用具”和户外设备。对于市值较大的公司，可以考虑广受欢迎的零售巨头 TargetTGT，-0.24%，因为它采用了 “一站式 ”的零售方式。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>6 reasons this is a fresh multiyear bull market and 6 stocks in the surprising sector you should favor<blockquote>这是一个新的多年牛市的 6 个理由以及您应该青睐的令人惊讶的行业中的 6 只股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n6 reasons this is a fresh multiyear bull market and 6 stocks in the surprising sector you should favor<blockquote>这是一个新的多年牛市的 6 个理由以及您应该青睐的令人惊讶的行业中的 6 只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-10-08 22:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  <b>Stock-market pessimism and excess consumer buying power point to retail stocks.</b>  Nothing like a little October turbulence to help the market’s weak hands get in touch with their inner bears.</p><p><blockquote><b>股市悲观情绪和消费者过度购买力指向零售股。</b>没有什么比十月份的小幅动荡更能帮助市场的弱者与内心的空头取得联系了。</blockquote></p><p> But don’t let their negativity rub off on you. We’re still near the beginning of what will be a multiyear bull market. Here are six reasons to buy stocks now, and six names to consider in one of the best sectors to own at the moment.</p><p><blockquote>但不要让他们的消极情绪影响到你。我们仍接近多年牛市的开始。以下是现在购买股票的六个理由，以及目前最值得持有的行业之一中值得考虑的六个名字。</blockquote></p><p> <b>1. Sentiment has gotten bearish enough</b></p><p><blockquote><b>1. 情绪已经变得足够悲观</b></blockquote></p><p> I regularly track investor sentiment in my stock letter (details and link in bio below) to make contrarian “calls” on the market. While most of your money should be in long-term holdings, timing entries when most people are bearish gives you an edge. That is the case now. Sentiment is not extremely negative, but it fell enough this week to trigger a buy signal in my system.</p><p><blockquote>我定期在我的股票信中跟踪投资者情绪（详情和链接见下文），以便对市场做出逆向 “评级”。虽然你的大部分资金应该长期持有，但在大多数人看跌的时候入场会给你带来优势。现在就是这样。情绪并不是极其消极，但本周的跌幅足以在我的系统中触发买入信号。</blockquote></p><p> It’s also worth pointing out that major media figures turned pretty negative this week, another good contrarian signal. (I won’t name names.) And the fact that their negativity is a bullish signal in my book doesn’t mean I think they are dense. It’s just that high-profile media commentators are consensus sponges. It’s an occupational hazard – which we can use to our advantage as investors.</p><p><blockquote>还值得指出的是，主要媒体数据本周变得相当负面，这是另一个良好的反向信号。(在我的书中，他们的负面情绪是一个看涨信号，但这并不意味着我认为他们很密集。只是备受瞩目的媒体评论员是共识的海绵。这是一种职业危害--作为投资者，我们可以利用这种危害。</blockquote></p><p> Pick your favorite popular financial media talking heads, then do the opposite whenever they turn consistently negative — or positive.</p><p><blockquote>挑选你最喜欢的流行财经媒体头条，然后在他们持续消极或积极时反其道而行之。</blockquote></p><p> <b>2. Seasonality is in our favor</b></p><p><blockquote><b>2. 季节性对我们有利</b></blockquote></p><p> The worst month for stocks is October, and the weakest days are Oct. 10 and Oct. 11. Then this bleak month is followed by the seasonally strong January-May phase when the market is bolstered by new money coming in. In between, November and December can be strong as stocks rebound from October weakness and the end of the mutual-fund tax-loss selling season. That’s finished at the end of October.</p><p><blockquote>股市最糟糕的月份是10月，最弱的日子是10月10日和10月11日。然后，在这个黯淡的月份之后是季节性强劲的 1 月至 5 月阶段，此时市场受到新资金流入的支撑。在此期间，随着股市从 10 月份的疲软中反弹以及共同基金税收损失销售季节的结束，11 月和 12 月可能会表现强劲。这项工作将于十月底完成。</blockquote></p><p> <b>3. COVID is rolling over</b></p><p><blockquote><b>3. 新冠疫情正在蔓延</b></blockquote></p><p> It’s no secret that case counts and hospitalizations are down sharply. Last year, the cold weather did not usher in a winter COVID flu season. So, it’s not too crazy to expect the same thing this year, especially given all the people who have been vaccinated or infected. Reopening will help boost the economy.</p><p><blockquote>病例数和住院人数急剧下降已不是什么秘密。去年，寒冷的天气并没有迎来冬季新冠流感季节。因此，期待今年也会发生同样的事情并不算太疯狂，尤其是考虑到所有接种过疫苗或被感染的人。重新开放将有助于提振经济。</blockquote></p><p> <b>4. A correction may have already happened</b></p><p><blockquote><b>4.更正可能已经发生</b></blockquote></p><p> Since the summer, the market has experienced rolling corrections in various sectors. The Russell 2000RUT,+0.14%was down over 10% in August, the definition of a correction. Cyclicals, retail, tech and so forth have all been hit. As of early October, 90% or more of S&amp;P 500SPX,-0.05%and NasdaqCOMP,-0.28%stocks had fallen at least 10% from 2021 highs, notes Liz Ann Sonders, chief investment strategist at Charles SchwabSCHW,+1.47%.</p><p><blockquote>进入夏季以来，市场经历了各板块的滚动调整。Russell 2000RUT,+0.14% 8 月份下跌超过 10%，这是修正的定义。周期性、零售、科技等都受到了打击。Charles SchwabSCHW 首席投资策略师 Liz Ann Sonders 指出，截至 10 月初，90% 或更多的标准普尔 500SPX（-0.05%）和纳斯达克 COMP（-0.28%）股票已较 2021 年高点下跌至少 10%，+1.47%。</blockquote></p><p> In other words, while everyone was looking for a correction, it may have already happened. The market has a funny way of tricking most people most of the time, this way.</p><p><blockquote>换句话说，当每个人都在寻找修正时，它可能已经发生了。市场大部分时间都有一种有趣的方式来欺骗大多数人，就是这样。</blockquote></p><p> <b>5. There’s been strong household formation</b></p><p><blockquote><b>5. 家庭形成强劲</b></blockquote></p><p> Millennials are finally giving up on the parents’ basement – if there was ever any truth to that cliché.</p><p><blockquote>千禧一代终于要放弃父母的地下室了--如果这种陈词滥调有什么道理的话。</blockquote></p><p> What is true: They’re entering the prime age for marriage and family. Plus, the economy is booming so they feel confident enough to make the plunge into homeownership.</p><p><blockquote>真相：他们正进入结婚和家庭的黄金年龄。此外，经济正在蓬勃发展，因此他们有足够的信心投入购房。</blockquote></p><p> The upshot: Household formation is now at about two million per year, more than double the rate for the past five years. Home buyers have to purchase a lot of stuff to fill up those new houses. That’s a built-in economy booster.</p><p><blockquote>结果是：现在每年大约有200万家庭形成，是过去五年的两倍多。购房者不得不购买很多东西来填满那些新房子。这是一个内在的经济助推器。</blockquote></p><p> <b>6. The consumer is scared, locked and loaded</b></p><p><blockquote><b>6.消费者受到惊吓、锁定和加载</b></blockquote></p><p> There are at least a half-dozen natural sources of stimulus in the economy ready to drive growth whether the Fed tapers or not, points out Jim Paulsen, an economist and strategist at Leuthold Group. One is that household formation, mentioned above. Another is the low level of inventories at companies – which have to restock big time. But to me, the big one is the consumer, simply because consumer spending is the big driver of our economy.</p><p><blockquote>Leuthold Group 经济学家兼策略师吉姆·保尔森 (Jim Paulsen) 指出，无论美联储是否缩减规模，经济中至少有六种自然刺激来源随时准备推动增长。一个是上面提到的家庭形成。另一个原因是公司库存水平低——它们不得不大量补充库存。但对我来说，最大的是消费者，因为消费者支出是我们经济的主要驱动力。</blockquote></p><p> The bottom line: Consumer are scared. But they have a ton of buying power to tap when their anxieties ease — perhaps as COVID continues to roll over.</p><p><blockquote>底线：消费者害怕了。但当他们的焦虑缓解时，他们有大量的购买力可以利用——也许是随着新冠疫情继续蔓延。</blockquote></p><p> Now a little more detail.August consumer sentimentwas at the lowest level since the pandemic began, as measured by the University of Michigan index of consumer sentiment. Itnudged up in September, but it is still low.</p><p><blockquote>现在更多细节。根据密歇根大学消费者信心指数的衡量，8 月份消费者信心处于疫情开始以来的最低水平。九月份有所上涨，但仍然很低。</blockquote></p><p> At the same time, consumers have a tremendous amount of buying power. Personal savings are at about 12% of GDP. That’s twice the longer-term average of around 6%-7%, notes Paulsen. Net worth compared to income is at record highs.</p><p><blockquote>同时，消费者拥有巨大的购买力。个人储蓄约占GDP的12%。保尔森指出，这是长期平均水平（约 6%-7%）的两倍。净资产与收入相比创历史新高。</blockquote></p><p> Don’t make the mistake of thinking that’s just the rich getting richer because of the stock market. Homes are up a lot too, and most people own homes. The ratio of household debt to personal income is the lowest since 1985.</p><p><blockquote>不要误以为只是富人因为股市而变得更富有。房子也涨了很多，大多数人都有自己的房子。家庭债务与个人收入之比是1985年以来的最低水平。</blockquote></p><p></p><p> “Consumers are scared and loaded with untapped buying power,” says Paulsen. “This pessimistic mindset combined with the excess buying power has historically produced solid market gains with infrequent declines,” he says. “This ratio portrays a bull market that is still in its infancy.”</p><p><blockquote>“保尔森说：”消费者感到害怕，并充满了未开发的购买力。“他说：”这种悲观的心态加上过剩的购买力，在历史上产生了稳健的市场涨幅，很少出现下跌。“这一比率描绘了一个仍处于起步阶段的牛市。”</blockquote></p><p> <b>S</b><b><b>tocks</b></b><b>&nbsp;to buy</b></p><p><blockquote><b>S</b><b><b>托克斯</b></b><b>购买</b></blockquote></p><p> Since the consumer is such a big part of this dynamic, I say go with retail stocks. They’ve been underperforming, which also makes them look attractive.</p><p><blockquote>由于消费者是这种动态的重要组成部分，我说选择零售股。他们的表现一直不佳，这也让他们看起来很有吸引力。</blockquote></p><p> Morningstar cites Bath &amp; Body WorksBBWI,-0.74%as a retailer with a moat and trading at a discount. The body care and home fragrance retailer has a four-star rating because its stock is trading so far below Morningstar’s “fair value” estimate of $79 for the name.</p><p><blockquote>晨星公司将 Bath &amp; Body WorksBBWI,-0.74% 视为一家拥有护城河并以折扣价交易的零售商。这家身体护理和家居香水零售商获得了四星级评级，因为其股票交易远低于晨星公司对该公司 79 美元的 “公允价值 ”估计。</blockquote></p><p> As for the moat, analyst Jaime Katz cites the company’s strong brand, its leadership position in its space, and the 30% average return on invested capital, well above its 8% weighted average cost of capital.</p><p><blockquote>至于护城河，分析师 Jaime Katz 列举了该公司强大的品牌、在该领域的领先地位以及 30% 的平均投资资本回报率，远高于 8% 的加权平均资本成本。</blockquote></p><p> Eric Marshall, a portfolio manager at the Hodges Small Cap fundHDPSX,+1.83%,likes the apparel retailer American Eagle OutfittersAEO,0.36%,which is down over 35% from highs this year. The company posted record revenue of $1.19 billion in the second quarter, up 35% year over year.</p><p><blockquote>Hodges Small Cap fundHDPSX (+1.83%) 的投资组合经理 Eric Marshall 看好服装零售商 American Eagle OutfittersAEO (0.36%)，该股较今年高点下跌超过 35%。该公司第二季度营收创历史新高，达到11.9亿美元，同比增长35%。</blockquote></p><p> The core growth driver is its popular Aerie brand. Marshall thinks the company will earn over $2 a share this year, which makes American Eagle stock a bargain at around 13 times forward earnings.</p><p><blockquote>核心增长动力是其广受欢迎的 Aerie 品牌。马歇尔认为该公司今年每股收益将超过 2 美元，这使得 American Eagle 股票的预期市盈率约为 13 倍。</blockquote></p><p> Marshall is worth listening to because he has a hot hand. His Hodges small-cap fund is up 31% this year, beating its small blend category and Russell 2000 index benchmark by 12 to 18 percentage points, according to Morningstar.</p><p><blockquote>马歇尔值得一听，因为他有一只热手。根据晨星公司的数据，他的霍奇斯小型股基金今年上涨了 31%，比其小型混合类别和罗素 2000 指数基准高出 12 至 18 个百分点。</blockquote></p><p> Marshall also likes Academy Sports and OutdoorsASO,-0.91%,which sells sports and outdoor recreation&nbsp;goods. The pandemic was a windfall for this company because of the popularity of outdoor activities. Strong pandemic sales helped the company chip away at its high debt levels. Analysts are worried the pandemic-inspired popularity of outdoor activities will wane, but Marshall thinks the outdoor lifestyle will stay in vogue.</p><p><blockquote>马歇尔还喜欢销售运动和户外休闲用品的 Academy Sports and OutdoorsASO,-0.91%。由于户外活动的流行，疫情对这家公司来说是一笔意外之财。强劲的疫情销售帮助该公司摆脱了高债务水平。分析师担心受疫情影响的户外活动的受欢迎程度将会减弱，但马歇尔认为户外生活方式将继续流行。</blockquote></p><p> While many retail sector investors are awed by the power of Amazon.comAMZN,0.03%and WalmartWMT,0.03%,Motley Fool retail sector analyst Asit Sharma favors niche chains that have mastered the “direct to consumer” sales model. They offer great stores and solid products, but also the mix of delivery options that shoppers want – including in-store pickup of items bought online.</p><p><blockquote>虽然许多零售行业投资者对 Amazon.comAMZN（0.03%）和 WalmartWMT（0.03%）的实力感到敬畏，但 Motley Fool 零售行业分析师 Asit Sharma 更青睐那些掌握了 “直接面向消费者 ”销售模式的利基连锁店。他们提供很棒的商店和可靠的产品，但也提供购物者想要的送货选择组合，包括在店内提取网上购买的商品。</blockquote></p><p> “The retail sector gets a perennial bad rap because everyone is focused on yesterday’s story, that Amazon and Walmart are taking out all physical stores,” says Sharma. But that’s not the case. Many retailers provide a mix of excellent in-store experiences and unique products that the two retail giants can’t really offer.</p><p><blockquote>“夏尔马说：”零售业常年名声不好，因为每个人都在关注昨天的故事，即亚马逊和沃尔玛正在夺走所有实体店。但事实并非如此。许多零售商提供了出色的店内体验和两大零售巨头无法真正提供的独特产品。</blockquote></p><p> Here, Sharma cites Lululemon AthleticaLULU,-0.88%.“We love the fact that the company spends on its own research and development innovation on the fabric side.” Stores give consumers a chance to check out the custom fabrics in person.</p><p><blockquote>在这里，Sharma 引用了 Lululemon AthleticaLULU，-0.88%。“我们喜欢公司在面料方面投入研发创新。”商店给消费者一个亲自检查定制面料的机会。</blockquote></p><p> Sharma also favors Yeti HoldingsYETI,-1.92%,which sells coolers, “drinkware” and outdoor equipment. For a larger cap name, consider the popular retail giant TargetTGT,-0.24%for its “everything under one roof” approach to retail.</p><p><blockquote>Sharma 还青睐 Yeti HoldingsYETI，-1.92%，该公司销售冷却器、“饮料用具”和户外设备。对于市值较大的公司，可以考虑广受欢迎的零售巨头 TargetTGT，-0.24%，因为它采用了 “一站式 ”的零售方式。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/6-reasons-this-is-a-fresh-multiyear-bull-market-and-6-stocks-in-the-surprising-sector-you-should-favor-11633701844?siteid=yhoof2\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/6-reasons-this-is-a-fresh-multiyear-bull-market-and-6-stocks-in-the-surprising-sector-you-should-favor-11633701844?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133780035","content_text":"Stock-market pessimism and excess consumer buying power point to retail stocks.\n\nNothing like a little October turbulence to help the market’s weak hands get in touch with their inner bears.\nBut don’t let their negativity rub off on you. We’re still near the beginning of what will be a multiyear bull market. Here are six reasons to buy stocks now, and six names to consider in one of the best sectors to own at the moment.\n1. Sentiment has gotten bearish enough\nI regularly track investor sentiment in my stock letter (details and link in bio below) to make contrarian “calls” on the market. While most of your money should be in long-term holdings, timing entries when most people are bearish gives you an edge. That is the case now. Sentiment is not extremely negative, but it fell enough this week to trigger a buy signal in my system.\nIt’s also worth pointing out that major media figures turned pretty negative this week, another good contrarian signal. (I won’t name names.) And the fact that their negativity is a bullish signal in my book doesn’t mean I think they are dense. It’s just that high-profile media commentators are consensus sponges. It’s an occupational hazard – which we can use to our advantage as investors.\nPick your favorite popular financial media talking heads, then do the opposite whenever they turn consistently negative — or positive.\n2. Seasonality is in our favor\nThe worst month for stocks is October, and the weakest days are Oct. 10 and Oct. 11. Then this bleak month is followed by the seasonally strong January-May phase when the market is bolstered by new money coming in. In between, November and December can be strong as stocks rebound from October weakness and the end of the mutual-fund tax-loss selling season. That’s finished at the end of October.\n3. COVID is rolling over\nIt’s no secret that case counts and hospitalizations are down sharply. Last year, the cold weather did not usher in a winter COVID flu season. So, it’s not too crazy to expect the same thing this year, especially given all the people who have been vaccinated or infected. Reopening will help boost the economy.\n4. A correction may have already happened\nSince the summer, the market has experienced rolling corrections in various sectors. The Russell 2000RUT,+0.14%was down over 10% in August, the definition of a correction. Cyclicals, retail, tech and so forth have all been hit. As of early October, 90% or more of S&P 500SPX,-0.05%and NasdaqCOMP,-0.28%stocks had fallen at least 10% from 2021 highs, notes Liz Ann Sonders, chief investment strategist at Charles SchwabSCHW,+1.47%.\nIn other words, while everyone was looking for a correction, it may have already happened. The market has a funny way of tricking most people most of the time, this way.\n5. There’s been strong household formation\nMillennials are finally giving up on the parents’ basement – if there was ever any truth to that cliché.\nWhat is true: They’re entering the prime age for marriage and family. Plus, the economy is booming so they feel confident enough to make the plunge into homeownership.\nThe upshot: Household formation is now at about two million per year, more than double the rate for the past five years. Home buyers have to purchase a lot of stuff to fill up those new houses. That’s a built-in economy booster.\n6. The consumer is scared, locked and loaded\nThere are at least a half-dozen natural sources of stimulus in the economy ready to drive growth whether the Fed tapers or not, points out Jim Paulsen, an economist and strategist at Leuthold Group. One is that household formation, mentioned above. Another is the low level of inventories at companies – which have to restock big time. But to me, the big one is the consumer, simply because consumer spending is the big driver of our economy.\nThe bottom line: Consumer are scared. But they have a ton of buying power to tap when their anxieties ease — perhaps as COVID continues to roll over.\nNow a little more detail.August consumer sentimentwas at the lowest level since the pandemic began, as measured by the University of Michigan index of consumer sentiment. Itnudged up in September, but it is still low.\nAt the same time, consumers have a tremendous amount of buying power. Personal savings are at about 12% of GDP. That’s twice the longer-term average of around 6%-7%, notes Paulsen. Net worth compared to income is at record highs.\nDon’t make the mistake of thinking that’s just the rich getting richer because of the stock market. Homes are up a lot too, and most people own homes. The ratio of household debt to personal income is the lowest since 1985.\n“Consumers are scared and loaded with untapped buying power,” says Paulsen. “This pessimistic mindset combined with the excess buying power has historically produced solid market gains with infrequent declines,” he says. “This ratio portrays a bull market that is still in its infancy.”\nStocks to buy\nSince the consumer is such a big part of this dynamic, I say go with retail stocks. They’ve been underperforming, which also makes them look attractive.\nMorningstar cites Bath & Body WorksBBWI,-0.74%as a retailer with a moat and trading at a discount. The body care and home fragrance retailer has a four-star rating because its stock is trading so far below Morningstar’s “fair value” estimate of $79 for the name.\nAs for the moat, analyst Jaime Katz cites the company’s strong brand, its leadership position in its space, and the 30% average return on invested capital, well above its 8% weighted average cost of capital.\nEric Marshall, a portfolio manager at the Hodges Small Cap fundHDPSX,+1.83%,likes the apparel retailer American Eagle OutfittersAEO,0.36%,which is down over 35% from highs this year. The company posted record revenue of $1.19 billion in the second quarter, up 35% year over year.\nThe core growth driver is its popular Aerie brand. Marshall thinks the company will earn over $2 a share this year, which makes American Eagle stock a bargain at around 13 times forward earnings.\nMarshall is worth listening to because he has a hot hand. His Hodges small-cap fund is up 31% this year, beating its small blend category and Russell 2000 index benchmark by 12 to 18 percentage points, according to Morningstar.\nMarshall also likes Academy Sports and OutdoorsASO,-0.91%,which sells sports and outdoor recreation goods. The pandemic was a windfall for this company because of the popularity of outdoor activities. Strong pandemic sales helped the company chip away at its high debt levels. Analysts are worried the pandemic-inspired popularity of outdoor activities will wane, but Marshall thinks the outdoor lifestyle will stay in vogue.\nWhile many retail sector investors are awed by the power of Amazon.comAMZN,0.03%and WalmartWMT,0.03%,Motley Fool retail sector analyst Asit Sharma favors niche chains that have mastered the “direct to consumer” sales model. They offer great stores and solid products, but also the mix of delivery options that shoppers want – including in-store pickup of items bought online.\n“The retail sector gets a perennial bad rap because everyone is focused on yesterday’s story, that Amazon and Walmart are taking out all physical stores,” says Sharma. But that’s not the case. Many retailers provide a mix of excellent in-store experiences and unique products that the two retail giants can’t really offer.\nHere, Sharma cites Lululemon AthleticaLULU,-0.88%.“We love the fact that the company spends on its own research and development innovation on the fabric side.” Stores give consumers a chance to check out the custom fabrics in person.\nSharma also favors Yeti HoldingsYETI,-1.92%,which sells coolers, “drinkware” and outdoor equipment. For a larger cap name, consider the popular retail giant TargetTGT,-0.24%for its “everything under one roof” approach to retail.","news_type":1,"symbols_score_info":{".SPX":0.9,"SPY":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":1023,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":142097661,"gmtCreate":1626102640253,"gmtModify":1631889868871,"author":{"id":"3586927429503803","authorId":"3586927429503803","name":"Joeljp","avatar":"https://static.tigerbbs.com/78fa803679a3f58ef7405a5c0f53e970","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586927429503803","authorIdStr":"3586927429503803"},"themes":[],"title":"","htmlText":"Oil maybe peaking..","listText":"Oil maybe peaking..","text":"Oil maybe peaking..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/142097661","repostId":"1143990601","repostType":4,"repost":{"id":"1143990601","kind":"news","pubTimestamp":1626102184,"share":"https://www.laohunote.com/m/news/1143990601?lang=zh_CN&edition=full","pubTime":"2021-07-12 23:03","market":"fut","language":"en","title":"Oil Slips on Growing Threat of Delta Variant to Demand<blockquote>德尔塔变异毒株对需求的威胁越来越大，油价下滑</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1143990601","media":"Bloomberg","summary":"(Bloomberg) -- Oil edged lower as traders grappled with the demand implications of a Covid-19 resurg","content":"<p><div> (Bloomberg) -- Oil edged lower as traders grappled with the demand implications of a Covid-19 resurgence in several regions and slowing economic growth in China. Futures in New York fell as much as ...</p><p><blockquote><div>（彭博社）——由于交易员努力应对 Covid-19 在多个地区卷土重来和中国经济增长放缓带来的需求影响，油价小幅走低。纽约期货跌幅高达……</div></blockquote></p><p>  <a href=\"https://finance.yahoo.com/news/oil-extends-gains-investors-betting-224520271.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/oil-extends-gains-investors-betting-224520271.html\">网页连接</a></blockquote></p><p></p>","source":"lsy1612507957220","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Oil Slips on Growing Threat of Delta Variant to Demand<blockquote>德尔塔变异毒株对需求的威胁越来越大，油价下滑</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\">\nOil Slips on Growing Threat of Delta Variant to Demand<blockquote>德尔塔变异毒株对需求的威胁越来越大，油价下滑</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Bloomberg</strong><span class=\"h-time small\">2021-07-12 23:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> (Bloomberg) -- Oil edged lower as traders grappled with the demand implications of a Covid-19 resurgence in several regions and slowing economic growth in China. Futures in New York fell as much as ...</p><p><blockquote><div>（彭博社）——由于交易员努力应对 Covid-19 在多个地区卷土重来和中国经济增长放缓带来的需求影响，油价小幅走低。纽约期货跌幅高达……</div></blockquote></p><p>  <a href=\"https://finance.yahoo.com/news/oil-extends-gains-investors-betting-224520271.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/oil-extends-gains-investors-betting-224520271.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/oil-extends-gains-investors-betting-224520271.html\">Bloomberg</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/oil-extends-gains-investors-betting-224520271.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143990601","content_text":"(Bloomberg) -- Oil edged lower as traders grappled with the demand implications of a Covid-19 resurgence in several regions and slowing economic growth in China.\nFutures in New York fell as much as 1.9% on Monday. New mobility restrictions have been introduced in parts of Japan, South Korea and Vietnam to curb the spread of the delta variant, clouding the demand outlook for oil. Meanwhile, China’s economic rebound is reported to have slowed. A stronger U.S. dollar also weighed on prices, making commodities priced in the currency less attractive.\n“As the Covid-19 variant continues to hit Asia hard, which is really the key swing demand center, that’s a big, big negative for the complex,” said John Kilduff, a partner at Again Capital LLC.\nFuel consumption in economies such as the U.S. and China has boosted oil prices this year amid tight global supplies. OPEC and its allies have been unable to agree on a supply increase, creating volatility in the market and pushing crude to its first weekly loss since May last week. China’s slowing economic recovery and the spread of the delta variant may threaten the global demand for oil and the commodity’s trajectory so far this year.\nChina’s growth eased in the second quarter to 8% from the record gain of 18.3% in the first quarter, according to a Bloomberg poll of economists. Retail sales and industrial production are expected to moderate, too.\n“There is some weaker Chinese data, but also the rise of the delta variant in Europe is causing some doubts on the demand recovery,” said Hans van Cleef, senior energy economist at ABN Amro.\nThe delta variant has spread around the world, including in the U.S., which reported the most cases since mid-May. In Europe, officials in the U.K. and France are issuing warnings about new cases and reopenings.\nUncertainty over imminent supply from OPEC+ continues to loom over the market. The alliance abandoned meetings last week after a dispute between members over production cuts, and one week later, no deal is in sight.\n“They’re going to step up to a degree, it’s a matter of how much, and whether or not it falls apart,” said Kilduff of Again Capital LLC.\nThe International Energy Agency will provide investors with a snapshot of the market on Tuesday with the release of its monthly report, while OPEC will release its own monthly report on Thursday.","news_type":1,"symbols_score_info":{"CLmain":0.9}},"isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152092212,"gmtCreate":1625239884836,"gmtModify":1633942142156,"author":{"id":"3586927429503803","authorId":"3586927429503803","name":"Joeljp","avatar":"https://static.tigerbbs.com/78fa803679a3f58ef7405a5c0f53e970","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586927429503803","authorIdStr":"3586927429503803"},"themes":[],"title":"","htmlText":"Yes. Worthwhile to have a look. Cheers 🥂🥂🥂","listText":"Yes. Worthwhile to have a look. Cheers 🥂🥂🥂","text":"Yes. Worthwhile to have a look. Cheers 🥂🥂🥂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/152092212","repostId":"2148725958","repostType":4,"isVote":1,"tweetType":1,"viewCount":342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":153090847,"gmtCreate":1624983456689,"gmtModify":1633946160537,"author":{"id":"3586927429503803","authorId":"3586927429503803","name":"Joeljp","avatar":"https://static.tigerbbs.com/78fa803679a3f58ef7405a5c0f53e970","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586927429503803","authorIdStr":"3586927429503803"},"themes":[],"title":"","htmlText":"Good for the market if Amazon can hit 5000 or 10000. Cheers 🥂","listText":"Good for the market if Amazon can hit 5000 or 10000. Cheers 🥂","text":"Good for the market if Amazon can hit 5000 or 10000. Cheers 🥂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/153090847","repostId":"2147343850","repostType":4,"isVote":1,"tweetType":1,"viewCount":605,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}