countinghoes的个人主页 - 老虎社区

countinghoes

countinghoes

暂无个人介绍

IP属地：未知

75关注

2粉丝

0主题

0勋章

2021-11-20

Nice

抱歉，原内容已删除

2021-11-14

Nice pic

7 Earnings Reports to Watch Next Week<blockquote>下周值得关注的 7 份收益报告</blockquote>

2021-11-13

Great

Pfizer Shows Its R&D Is Strong. It’s a Good Sign for the Stock.<blockquote>辉瑞显示出其研发实力雄厚。这对该股来说是个好兆头。</blockquote>

2021-11-08

Nice

抱歉，原内容已删除

2021-11-02

Go watch dune

AMC Stock: These Movies Could Reignite Revenues in Q4<blockquote>AMC 股票：这些电影可能会在第四季度重新点燃收入</blockquote>

2021-11-01

Nice

抱歉，原内容已删除

2021-10-31

Elastic growth

抱歉，原内容已删除

2021-10-30

Great

抱歉，原内容已删除

2021-10-30

Yes

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

2021-10-28

Nice

抱歉，原内容已删除

2021-10-25

Thanks

抱歉，原内容已删除

2021-10-24

Buy the dip guys, not many chances such as these. They are investing more into their fab which is only good news

抱歉，原内容已删除

2021-10-23

We all love pltr

Palantir Stock Price Prediction: Outlook After U.S. Army Selection<blockquote>Palantir 股价预测：美国陆军选择后的展望</blockquote>

2021-10-23

Sell the news

抱歉，原内容已删除

2021-10-21

Great

Thursday's Market Minute: Will ARKK Stay Afloat Against Technical Tides?<blockquote>周四市场纪要：ARKK 能否在技术浪潮中保持漂浮？</blockquote>

2021-10-18

Incredible

Tesla, AT&T, Netflix, ASML, Snap and Other Stocks for Investors to Watch This Week<blockquote>特斯拉、AT&T、Netflix、ASML、Snap和其他投资者本周值得关注的股票</blockquote>

2021-10-17

Nice

抱歉，原内容已删除

2021-10-16

Great day

抱歉，原内容已删除

2021-10-15

Nice

抱歉，原内容已删除

2021-10-14

Agreed

Coinbase Is Getting Into NFTs. What It Means For The Stock.<blockquote>比特币基地正在进入NFT。这对股票意味着什么。</blockquote>

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4087384441438000","uuid":"4087384441438000","gmtCreate":1624281512879,"gmtModify":1632926096567,"name":"countinghoes","pinyin":"countinghoes","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/d2c6a64aa9b725bb5808ba07d517158c","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":2,"headSize":75,"tweetSize":31,"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":0,"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":"2025.07.31","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":"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":2,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":11,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":872305988,"gmtCreate":1637413246219,"gmtModify":1637413246219,"author":{"id":"4087384441438000","authorId":"4087384441438000","name":"countinghoes","avatar":"https://static.tigerbbs.com/d2c6a64aa9b725bb5808ba07d517158c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087384441438000","idStr":"4087384441438000"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/872305988","repostId":"2184842262","repostType":4,"isVote":1,"tweetType":1,"viewCount":2656,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873179919,"gmtCreate":1636899406457,"gmtModify":1636899406681,"author":{"id":"4087384441438000","authorId":"4087384441438000","name":"countinghoes","avatar":"https://static.tigerbbs.com/d2c6a64aa9b725bb5808ba07d517158c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087384441438000","idStr":"4087384441438000"},"themes":[],"title":"","htmlText":"Nice pic","listText":"Nice pic","text":"Nice pic","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/873179919","repostId":"1130613433","repostType":4,"repost":{"id":"1130613433","kind":"news","pubTimestamp":1636854571,"share":"https://www.laohunote.com/m/news/1130613433?lang=zh_CN&edition=full","pubTime":"2021-11-14 09:49","market":"us","language":"en","title":"7 Earnings Reports to Watch Next Week<blockquote>下周值得关注的 7 份收益报告</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1130613433","media":"InvestorPlace","summary":"A parade of retailers report earnings as their share prices remain buoyant\nSource: Shutterstock\nReta","content":"<p><div> A parade of retailers report earnings as their share prices remain buoyant Source: Shutterstock Retailers and big box chains take center stage next week as the earnings train rolls on. And these ...</p><p><blockquote><div>随着股价保持强劲，大量零售商公布财报 资料来源：Shutterstock 随着财报列车的继续，下周零售商和大型连锁店将成为焦点。还有这些……</div></blockquote></p><p>  <a href=\"https://investorplace.com/earnings-reports-to-watch-next-week/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/earnings-reports-to-watch-next-week/\">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>7 Earnings Reports to Watch Next Week<blockquote>下周值得关注的 7 份收益报告</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\">\n7 Earnings Reports to Watch Next Week<blockquote>下周值得关注的 7 份收益报告</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2021-11-14 09:49</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> A parade of retailers report earnings as their share prices remain buoyant Source: Shutterstock Retailers and big box chains take center stage next week as the earnings train rolls on. And these ...</p><p><blockquote><div>随着股价保持强劲，大量零售商公布财报 资料来源：Shutterstock 随着财报列车的继续，下周零售商和大型连锁店将成为焦点。还有这些……</div></blockquote></p><p>  <a href=\"https://investorplace.com/earnings-reports-to-watch-next-week/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/earnings-reports-to-watch-next-week/\">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/earnings-reports-to-watch-next-week/\">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":{"TGT":"塔吉特","LOW":"劳氏","M":"梅西百货","LZB":"La-Z-Boy家具","HD":"家得宝","WMT":"沃尔玛"},"source_url":"https://investorplace.com/earnings-reports-to-watch-next-week/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130613433","content_text":"A parade of retailers report earnings as their share prices remain buoyant\nSource: Shutterstock\nRetailers and big box chains take center stage next week as the earnings train rolls on. And these earnings come as we enter the pivotal holiday sales season, which can make or break retailers large and small.\nAnalysts on Wall Street will be carefully parsing next week’s results to gain insights into how the economic reopening is holding up, and, in particular, how consumer spending performed heading into the fourth and final quarter of the year.\nIt has been a good run for stocks of retailers in recent weeks, with the SPDR S&P Retail ETF(NYSEARCA:XRT) up 15% over the past month. Sentiment regarding retailers has turned bullish as we approach the lucrative holiday sales period and the twin events of Black Friday and Cyber Monday.\nStrong earnings reports from key retail companies are likely to keep stocks across the sector buoyant as we near year-end.Here are seven retail stocks reporting earnings the week of Nov. 15.\n\nWalmart(NYSE:WMT)\nHome Depot(NYSE:HD)\nLa-Z-Boy(NYSE:LZB)\nLowe’s(NYSE:LOW)\nTarget(NYSE:TGT)\nMacy’s(NYSE:M)\nFoot Locker(NYSE:FL)\n\nWalmart (WMT)\nFirst out of the gate next week is Walmart, the world’s biggest retailer with more than 10,000 stores, 2.3 million employees and annual revenues of nearly $550 billion.\nThe retail colossus survived the pandemic largely by ramping up its online sales strategy, and its brick-and-mortar stores have been recovering this year as the economy reopens.\nHowever, despite its efforts and success, Walmart’s stock has underperformed, rising only 1% year-to-date at $148.50 a share. In the past 52 weeks, WMT stock has gained a slight 0.35%. The tepid growth has frustrated Walmart shareholders who have had to watch while rival retail stocks have risen more than 50% this year.\nA strong third-quarter report from Walmart could give the share price a much needed boost.Wall Street is looking for the company to report earnings per share (EPS) of $1.40 on revenues of $135.52 billion. Any beat to the upside will be well-received and could be the catalyst needed to finally move the needle on WMT stock.\nThe company has received several bullish analyst ratings recently, with Goldman Sachs(NYSE:GS) adding the stockto its “conviction buy” list in October. The median price target on the stock, among 19 analysts who cover Walmart, is $170, which is 15% higher than its current level.\nHome Depot (HD)\nAlso reporting Q3 results next week is home improvement retailer Home Depot. The Atlanta-headquartered company has seemingly had it both ways during the pandemic. The company performed well during Covid-19 lockdowns as people focused on fixing up their homes, and has continued to perform well this year as the economic recovery accelerated.\nYear-to-date, HD stock is up nearly 40% at $367.55 per share. And despite the bull run, Home Depot’s share price has continued to trend upward, rising nearly 10% since the start of October. The company is no doubt looking to finish the year strong and keep the momentum in its stock going with its third-quarter results.\nAnalysts are forecasting that Home Depot will report EPS of $3.36 on revenues of $34.69 billion for Q3. This would be after the company reported that its sales in this year’s second quarter increased 8.1% from a year ago to $41 billion, the first time in the company’s history that its quarterly sales surpassed $40 billion.\nWith home prices continuing to rise in the U.S.,up 20% in August this year from the same month of 2020 according to the Federal Reserve Bank of St. Louis, homeowners seem content to continue taking equity out of their domicile and spending it to improve its value, which benefits Home Depot.\nLa-Z-Boy (LZB)\nFurniture manufacturer La-Z-Boy, which is known for its signature brand of upholstered recliners, reports earnings next week as it shares finally breakout after being down for most of this year.\nOver the last month, LZB stock has gained 12% and now trades at $11.43 a share. However, even with that strong performance, the stock remains down 7% on the year. Strong third-quarter results heading into the holidays could accelerate the growth of La-Z-Boy’s stock.\nAnalysts expect the company to announce Q3 EPS of 73 cents on revenues of $540 million.  La-Z-Boy has outperformed Wall Street’s earnings expectations in the four previous quarters. Overall, La-Z-Boy has grown its revenues by 9.5% and grown its net income by 32.3% since 2018. The furniture retailer is also praised for having a clean balance sheet with $391.21 million in cash on hand and $362.64 million in total debt.\nAnalysts will be watching La-Z-Boy to see if global supply constraints have materially impacted its business or will do so going forward.\nLowe’s (LOW)\nLowe’s, the home improvement retailer and main rival of Home Depot, also reports next week. And, as with Home Depot, Lowe’s stock has been a strong outperformer this year, up a total of 45% to $232.76 a share.\nThe rally in LOW stock has gathered steam in recent weeks, with the share price climbing 11% over the last month. The stellar stock performance has been propelled by exceptional sales that reached a record $27.6 billion in Lowe’s previous quarterly report.\nEqually impressive is the fact that Lowe’s says it now generates 25% of its revenues from professionals such as contractors, electricians and plumbers. It is those professionals that are highly coveted by both Lowe’s and Home Depot as consistent repeat customers.\nIn an effort to attract even more professional customers and keep its sales in record territory, Lowe’s has beendesigning more intuitive store layouts based on helping contractors and other trades find everything they need for a specific job without having to search the entire store.\nAdditionally, the company has moved its website “Lowe’s for Pros” to the cloud, which enabled the company to add enhanced features, faster updates, and provide more personalized offers to those highly sought after professionals.Analysts have forecast that Lowe’s will announce EPS of $2.31 on revenues of $21.77 billion for its most recent quarter.\nTarget (TGT)\nTarget has been yet another top performer among retail stocks, up 44% so far in 2021 and up 60% in the last 52-weeks. At $256.26. TGT stock has run uninterrupted all year.\nHowever, some analysts are raising concerns that the rally could be running out of steam. When Goldman Sachs added Walmart to its conviction list in October, the investment bank removed Target, stating that is expects slower growth from the Minneapolis-based company next year that is more inline with its historic performance. Target will be looking to prove the naysayers wrong when it announces its Q3 results.\nMuch of Target’s turnaround over the past few years is attributed to CEOBrian Cornell, who took over in 2014 as the company was dealing with a data breach that exposed the debit and credit card information of 40 million customers and its expansion into Canada was failing and dragging on the bottom line.\nCornell made the decision to exit Canada and has since invested heavily in e-commerce and brand name apparel. The moves proved to be the right ones judging by TGT stock, which is up 236% over the past five years. For next week’s earnings,Wall Street is anticipating EPS of $2.81 on revenues of $24.59 billion.\nMacy’s (M)\nMacy’s has not only been a top-performing retail stock, it has been one of the best performing of all stocks this year. Since January, Macy’s share price has increased 175% to its current level of $30.89. In the last month alone, M stock has gained 36%. The company has left its competitors in the dust as its shares continue rising higher and higher.\nMacy’s now has a market capitalization approaching $10 billion. The incredible growth is due to a strong e-commerce strategy that has propelled shares higher. Although some analysts have claimed that Macy’s share price appreciation is due to it being treated as a meme stock by retail investors.\nFounded in 1858, Macy’s today operates more than nearly 800 stores under the Macy’s, Bloomingdale’s and Bluemercury brands. The company has recently been targeted by activist group Jana Partners, which is trying to force Macy’s to spin-off its successful and lucrative e-commerce business, which Jana Partners has estimated could be worth $15 billion.\nThe reaction to Jana Partners efforts has been largely negative and it looks as though Macy’s will control its own destiny when it comes to its e-commerce platform. For its latest earnings, analysts forecast Macy’s will report EPS of $0.29 on revenues of $5.18 billion.\nFoot Locker (FL)\nNew York-based footwear and apparel retailer Foot Locker’s latest earnings report comes as its stock has risen 15% in the last month, bringing year-to-date gains to 37%. At $53.86 a share, FL stock is now up nearly 50% in the past 52-weeks.\nThe company just announced that it is launching a brand new apparel line called “LCKR” that is focused on casual wear such as pullover hoodies and sweatpants. Foot Locker enlisted popular rapper Gunna to be the face of its newest brand, which officially launched Oct. 20 and should help boost sales heading into the New Year.\nThe company also recently completed a $360 million acquisition of Japanese retailer Atmos, which sells premium sneakers and apparel at 49 stores around the world, including 39 in Japan. The deal helps to expand Foot Locker globally as the company seeks growth opportunities outside its American home market.\nAnalysts have praised Foot Locker for its recent moves aimed at expanding its brand and operations. When it announces earnings next week,Wall Street is looking for the company to report EPS of $1.35 and revenues of $2.12 billion.","news_type":1,"symbols_score_info":{"WMT":0.9,"M":0.9,"LOW":0.9,"TGT":0.9,"HD":0.9,"LZB":0.9,"FL":0.9}},"isVote":1,"tweetType":1,"viewCount":4030,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873993501,"gmtCreate":1636818330319,"gmtModify":1636818330319,"author":{"id":"4087384441438000","authorId":"4087384441438000","name":"countinghoes","avatar":"https://static.tigerbbs.com/d2c6a64aa9b725bb5808ba07d517158c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087384441438000","idStr":"4087384441438000"},"themes":[],"title":"","htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873993501","repostId":"1102251183","repostType":4,"repost":{"id":"1102251183","kind":"news","pubTimestamp":1636772424,"share":"https://www.laohunote.com/m/news/1102251183?lang=zh_CN&edition=full","pubTime":"2021-11-13 11:00","market":"us","language":"en","title":"Pfizer Shows Its R&D Is Strong. It’s a Good Sign for the Stock.<blockquote>辉瑞显示出其研发实力雄厚。这对该股来说是个好兆头。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1102251183","media":"Barrons","summary":"Pfizer’s chief scientific officer, Mikael Dolsten, sounded giddy when reached via telephone early Mo","content":"<p>Pfizer’s&nbsp;chief scientific officer, Mikael Dolsten, sounded giddy when reached via telephone early Monday morning. It was just days after his company knocked the socks off the market with the news that its Covid-19 antiviral had cut the risk of hospitalization by 89% in high-risk adults.</p><p><blockquote>周一清晨，通过电话联系到辉瑞公司的首席科学官米凯尔-多尔斯滕（Mikael Dolsten）时，他听起来头晕目眩。就在几天前，他的公司宣布其 Covid-19 抗病毒药物已将高危成年人的住院风险降低了 89%，这一消息震惊了市场。</blockquote></p><p> “It can’t be just a random thing, that you’re able to beat this type of world record and get a grand slam at the same time by chance,” Dolsten said, scrambling sports metaphors as he sought to illustrate the magnitude of Pfizer’s twin wins: the development of a stunningly effective Covid-19 vaccine in just 10 months, followed a year later by the development of a similarly stunning Covid-19 antiviral.</p><p><blockquote>“多尔斯滕说：”这不可能是一件偶然的事情，你能够打破这种世界纪录，同时获得大满贯。他在试图说明辉瑞公司双赢的重要性时，用了体育比喻： 仅用了 10 个月就研制出了一种非常有效的 Covid-19 疫苗，一年后又研制出了一种同样令人惊叹的 Covid-19 抗病毒药物。</blockquote></p><p> Two years ago, Pfizer (ticker: PFE) CEO Albert Bourla asked investors to take a big gamble on the research-and-development operation that Dolsten has rebuilt over the course of more than a decade. That bet is looking smarter than ever.</p><p><blockquote>两年前，辉瑞（股票代码：PFE）首席执行官阿尔伯特·布尔拉 (Albert Bourla) 要求投资者在多尔斯滕十多年来重建的研发业务上下大注。这个赌注看起来比以往任何时候都聪明。</blockquote></p><p> Bourla has gotten rid of Pfizer’s off-patent drugs division and the last of its consumer health products, leaving behind a pure-play biopharma company that will live or die on the strength of Dolsten’s science.</p><p><blockquote>Bourla 已经摆脱了辉瑞公司的非专利药物部门及其最后的消费者保健产品，留下了一家纯粹的生物制药公司，该公司将依靠多尔斯滕的科学力量生死存亡。</blockquote></p><p> In a cover story in November 2019, <i>Barron’s</i> argued that Bourla and Dolsten could pull it off.</p><p><blockquote>在 2019 年 11 月的封面故事中，<i>巴伦</i>认为Bourla和Dolsten能成功。</blockquote></p><p> The new antiviral data reaffirms the case for Pfizer that <i>Barron’s</i> made two years ago. Continuing to profit off the pandemic, however, brings new risks, as criticism grows over the global inequity in vaccine distribution. Low-income nations account for less than 1% of the more than seven billion doses administered worldwide. If distribution of Pfizer’s antiviral continues to favor wealthy nations, the company’s stock could ultimately suffer.</p><p><blockquote>新的抗病毒数据再次证实了辉瑞公司的观点：<i>巴伦</i>两年前做的。然而，随着对全球疫苗分配不平等的批评越来越多，继续从疫情中获利会带来新的风险。低收入国家在全球70多亿剂疫苗中所占比例不到1%。如果辉瑞公司抗病毒药物的分销继续有利于富裕国家，该公司的股票最终可能会受到影响。</blockquote></p><p> Pfizer’s shares surged 10.9% the day the data came out, their best daily showing in at least 20 years. Still, with the stock now changing hands at around $50, investors continue to undervalue the company. Investors are pricing Pfizer at 12 times next year’s expected earnings, cheaper than peers like&nbsp;Johnson &amp; Johnson&nbsp;(JNJ) and&nbsp;Eli Lilly&nbsp;(LLY).</p><p><blockquote>数据公布当天，辉瑞公司股价飙升 10.9%，创下至少 20 年来最佳单日表现。尽管如此，随着该股目前在 50 美元左右易手，投资者继续低估该公司的估值。投资者对辉瑞公司的定价是明年预期收益的 12 倍，低于强生公司（JNJ）和礼来公司（LLY）等同行。</blockquote></p><p> The Pfizer discount can be attributed to concerns over the patent cliff the drugmaker faces at the end of the decade. The company stands to lose exclusivity over a handful of drugs that bring in billions in annual revenue.</p><p><blockquote>辉瑞的折扣可归因于对该制药商在本世纪末面临的专利悬崖的担忧。该公司将失去少数几种每年带来数十亿美元收入的药物的独家经营权。</blockquote></p><p> The worries are legitimate, but Pfizer’s scientific coup should give investors confidence that the company’s science can carry it safely over that cliff. It may take time for the market to catch up, but for long-term investors, it’s a promising opportunity.</p><p><blockquote>这种担忧是合理的，但辉瑞公司的科学政变应该让投资者相信，该公司的科学能够安全地渡过悬崖。市场可能需要时间才能迎头赶上，但对于长期投资者来说，这是一个充满希望的机会。</blockquote></p><p> The success of the antiviral is the best illustration yet of Pfizer’s scientific prowess.</p><p><blockquote>抗病毒药物的成功是辉瑞公司科学实力的最好例证。</blockquote></p><p> While Pfizer’s Covid-19 vaccine came out of the labs of the German biotech&nbsp;BioNTech&nbsp;(BNTX), the new Covid-19 antiviral was whipped up by what Dolsten called a “dream team” of scientists at Pfizer’s own labs across the Northeast U.S.</p><p><blockquote>辉瑞公司的 Covid-19 疫苗来自德国生物技术公司 BioNTech (BNTX) 的实验室，而新型 Covid-19 抗病毒药物则是由多尔斯滕所说的辉瑞公司位于美国东北部的实验室科学家 “梦之队 ”研发出来的。</blockquote></p><p> In the earliest days of the pandemic, Pfizer split its efforts between its collaboration with BioNTech on the vaccine and its quest for a Covid-19 pill. The vaccine effort operated on a huge scale; Dolsten called it a “mega team” that spanned the Atlantic.</p><p><blockquote>在大流行的早期，辉瑞公司将精力分散在与 BioNTech 在疫苗方面的合作和对 Covid-19 药丸的追求上。疫苗工作规模巨大；多尔斯滕称之为横跨大西洋的 “巨型团队”。</blockquote></p><p> The antiviral project was a much smaller operation—a group of Pfizer experts operating with resources left over from the vaccine push.</p><p><blockquote>抗病毒项目是一个规模小得多的项目——一组辉瑞专家利用疫苗推广剩余的资源开展工作。</blockquote></p><p> “The small molecule was more like a nimble, laser-focused, high-end team, with rather moderate resources,” Dolsten said.</p><p><blockquote>“多尔斯滕说：”小分子更像是一个灵活、专注于激光的高端团队，资源相当适中。</blockquote></p><p> Dolsten gathered some of Pfizer’s most experienced scientists to work on the antiviral project, including its head of medicine design, Charlotte Allerton. The scientists started with work Pfizer had done years ago on a type of antiviral called a protease inhibitor.</p><p><blockquote>多尔斯滕召集了辉瑞公司一些最有经验的科学家参与抗病毒项目，其中包括辉瑞公司的药物设计主管夏洛特-阿勒顿（Charlotte Allerton）。科学家们从辉瑞公司几年前在一种叫做蛋白酶抑制剂的抗病毒药物上所做的工作开始。</blockquote></p><p> “[Pfizer’s] pharmaceutical R&amp;D is better than people had thought.”</p><p><blockquote>“辉瑞的药物研发比人们想象的要好。”</blockquote></p><p> The protease inhibitors in the Pfizer library, however, had been administered intravenously, and had not worked well when delivered orally. The team had to figure out how to adapt the drugs to oral administration, a substantial undertaking.</p><p><blockquote>然而，辉瑞文库中的蛋白酶抑制剂是静脉注射给药的，口服给药时效果不佳。该团队必须弄清楚如何使药物适应口服给药，这是一项艰巨的任务。</blockquote></p><p> “They had to really create a lot of new chemistry,” Dolsten said. The scientists created 600 compounds to nail down the right drug, a process that might normally take years, and which they accomplished in a matter of months. “Four years turned into four months here,” he said.</p><p><blockquote>“多尔斯滕说：”他们必须真正创造很多新的化学反应。科学家们创造了 600 种化合物来确定合适的药物，这一过程通常可能需要数年时间，但他们在几个月内就完成了。“他说：”四年在这里变成了四个月。</blockquote></p><p> Pfizer started testing the pill in humans in March. It is now running a number of Phase 2/3 trials of the drug, including one for patients who are high risk, one for patients not high risk, and one as a prophylaxis for patients who have been exposed to the virus but aren’t yet sick. In the first readout, the drug looked substantially more effective than the Covid treatment pill from&nbsp;Merck&nbsp;(MRK).</p><p><blockquote>辉瑞公司于三月份开始在人体中测试这种药丸。目前，该公司正在对该药物进行多项 2/3 期试验，包括一项针对高危患者的试验、一项针对非高危患者的试验以及一项针对接触过病毒但尚未患病的患者的预防措施。在第一次读数中，该药物看起来比默克公司 (MRK) 的 Covid 治疗药丸更有效。</blockquote></p><p> “It definitely helps prove the point that [Pfizer’s] pharmaceutical R&amp;D is better than people had thought,” says Louise Chen, an analyst at Cantor Fitzgerald, who has an Overweight rating and a $61 price target on the stock.</p><p><blockquote>“Cantor Fitzgerald 的分析师 Louise Chen 说：”这无疑有助于证明（辉瑞的）药品研发比人们想象的要好。</blockquote></p><p></p><p> Chen says that she doesn’t expect investors to come around to her way of thinking until there is more clarity on the durability of Covid-19 vaccine and pill sales, and the rest of the pipeline gets proved out.</p><p><blockquote>陈说，在 Covid-19 疫苗和药丸销售的耐久性得到更明确以及其余的管道得到证实之前，她预计投资者不会接受她的想法。</blockquote></p><p> “There is not one event that I think will trigger a re-rating of the stock at the next level,” she says. “Until those things play out, I don’t think that it necessarily will.”</p><p><blockquote>“她说：”我认为没有一个事件会引发该股的评级被重新评级到下一个级别。“在这些事情发生之前，我认为不一定会发生。”</blockquote></p><p> That makes a bet on Pfizer a long-term play. In the meantime, the experience of&nbsp;Moderna&nbsp;(MRNA) in recent weeks is highlighting the potential for the vaccine makers to come under scrutiny over unequal distribution of vaccines.</p><p><blockquote>这使得押注辉瑞成为一项长期战略。与此同时，Moderna (MRNA) 最近几周的经历凸显了疫苗制造商因疫苗分配不均而受到审查的可能性。</blockquote></p><p> Biden administration officials have been increasingly frustrated with Moderna, calling on the company to ramp up production so it can offer more doses at not-for-profit prices to low-income countries, with one top official calling on the company to “step up.”</p><p><blockquote>拜登政府官员对 Moderna 公司越来越不满，呼吁该公司提高产量，以便以非营利价格向低收入国家提供更多剂量，一位高级官员呼吁该公司 “加大力度”。</blockquote></p><p> Moderna shares are down more than 40% over the past three months.</p><p><blockquote>Moderna 股价在过去三个月中下跌了 40% 以上。</blockquote></p><p> As the pandemic persists, Pfizer risks eroding the enormous goodwill it earned roughly a year ago when it introduced its Covid-19 vaccine. Earlier this month, Pfizer CEO Bourla blamed low-income countries for unfair vaccine distribution, telling <i>Barron’s</i> that it was their fault for not placing orders. Pfizer has sold a billion vaccine doses to the U.S. at a not-for-profit price to donate to poor countries, and says that a total of at least two billion doses will be delivered to low- and middle-income nations by the end of next year.</p><p><blockquote>随着疫情的持续，辉瑞公司可能会侵蚀大约一年前推出 Covid-19 疫苗时获得的巨大商誉。本月早些时候，辉瑞公司首席执行官布尔拉将疫苗分配不公归咎于低收入国家，并表示<i>巴伦</i>不下单是他们的错。辉瑞公司以非营利价格向美国出售了10亿剂疫苗，用于捐赠给贫困国家，并表示到明年年底将总共至少向中低收入国家交付20亿剂疫苗。</blockquote></p><p> When it comes to antivirals, Pfizer has said only that it will offer tiered pricing for poorer nations, the same approach it has taken with its vaccine.</p><p><blockquote>当谈到抗病毒药物时，辉瑞只表示将为较贫穷的国家提供分层定价，这与它对疫苗采取的方法相同。</blockquote></p><p> That contrasts sharply with Merck’s plan to make its own Covid-19 pill available to poor countries. Merck has signed a deal with a United Nations-backed group that will allow its pill to be licensed globally, with no royalties paid to Merck.</p><p><blockquote>这与默克公司向贫困国家提供自己的 Covid-19 药丸的计划形成了鲜明对比。默克公司已与一个联合国支持的组织签署了一项协议，该协议将允许其药丸在全球获得许可，而默克公司无需支付版税。</blockquote></p><p> Dolsten said that Pfizer is looking into licensing its pill under a similar mechanism as Merck’s. “We will look at those options,” he said. “By no means have we said we would do something different. We just want to make sure whoever will be involved gets the advice and skill to do this.”</p><p><blockquote>多尔斯滕说，辉瑞公司正在考虑按照与默克公司类似的机制对其药片进行许可。“他说：”我们将研究这些方案。“我们绝不是说我们会做一些不同的事情。我们只是想确保无论谁参与其中，都能获得建议和技能。”</blockquote></p><p> Such a step couldn’t come soon enough. Late last month, activists protested outside Bourla’s home, calling on Pfizer to share its vaccine manufacturing technology and to fill orders from low-income countries ahead of those from wealthy countries.</p><p><blockquote>这样的举措来得还不够快。上月底，活动人士在布尔拉家门外举行抗议活动，呼吁辉瑞公司分享其疫苗生产技术，并在富裕国家之前完成低收入国家的订单。</blockquote></p><p> An aggressive plan to share its antiviral would help stave off such criticism, keeping Pfizer in the relative good graces of Washington and allowing its impressive science to continue to drive the stock higher.</p><p><blockquote>分享其抗病毒药物的积极计划将有助于避免此类批评，使辉瑞保持相对良好的华盛顿青睐，并使其令人印象深刻的科学继续推高股价。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pfizer Shows Its R&D Is Strong. It’s a Good Sign for the Stock.<blockquote>辉瑞显示出其研发实力雄厚。这对该股来说是个好兆头。</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\">\nPfizer Shows Its R&D Is Strong. It’s a Good Sign for the Stock.<blockquote>辉瑞显示出其研发实力雄厚。这对该股来说是个好兆头。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-11-13 11:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Pfizer’s&nbsp;chief scientific officer, Mikael Dolsten, sounded giddy when reached via telephone early Monday morning. It was just days after his company knocked the socks off the market with the news that its Covid-19 antiviral had cut the risk of hospitalization by 89% in high-risk adults.</p><p><blockquote>周一清晨，通过电话联系到辉瑞公司的首席科学官米凯尔-多尔斯滕（Mikael Dolsten）时，他听起来头晕目眩。就在几天前，他的公司宣布其 Covid-19 抗病毒药物已将高危成年人的住院风险降低了 89%，这一消息震惊了市场。</blockquote></p><p> “It can’t be just a random thing, that you’re able to beat this type of world record and get a grand slam at the same time by chance,” Dolsten said, scrambling sports metaphors as he sought to illustrate the magnitude of Pfizer’s twin wins: the development of a stunningly effective Covid-19 vaccine in just 10 months, followed a year later by the development of a similarly stunning Covid-19 antiviral.</p><p><blockquote>“多尔斯滕说：”这不可能是一件偶然的事情，你能够打破这种世界纪录，同时获得大满贯。他在试图说明辉瑞公司双赢的重要性时，用了体育比喻： 仅用了 10 个月就研制出了一种非常有效的 Covid-19 疫苗，一年后又研制出了一种同样令人惊叹的 Covid-19 抗病毒药物。</blockquote></p><p> Two years ago, Pfizer (ticker: PFE) CEO Albert Bourla asked investors to take a big gamble on the research-and-development operation that Dolsten has rebuilt over the course of more than a decade. That bet is looking smarter than ever.</p><p><blockquote>两年前，辉瑞（股票代码：PFE）首席执行官阿尔伯特·布尔拉 (Albert Bourla) 要求投资者在多尔斯滕十多年来重建的研发业务上下大注。这个赌注看起来比以往任何时候都聪明。</blockquote></p><p> Bourla has gotten rid of Pfizer’s off-patent drugs division and the last of its consumer health products, leaving behind a pure-play biopharma company that will live or die on the strength of Dolsten’s science.</p><p><blockquote>Bourla 已经摆脱了辉瑞公司的非专利药物部门及其最后的消费者保健产品，留下了一家纯粹的生物制药公司，该公司将依靠多尔斯滕的科学力量生死存亡。</blockquote></p><p> In a cover story in November 2019, <i>Barron’s</i> argued that Bourla and Dolsten could pull it off.</p><p><blockquote>在 2019 年 11 月的封面故事中，<i>巴伦</i>认为Bourla和Dolsten能成功。</blockquote></p><p> The new antiviral data reaffirms the case for Pfizer that <i>Barron’s</i> made two years ago. Continuing to profit off the pandemic, however, brings new risks, as criticism grows over the global inequity in vaccine distribution. Low-income nations account for less than 1% of the more than seven billion doses administered worldwide. If distribution of Pfizer’s antiviral continues to favor wealthy nations, the company’s stock could ultimately suffer.</p><p><blockquote>新的抗病毒数据再次证实了辉瑞公司的观点：<i>巴伦</i>两年前做的。然而，随着对全球疫苗分配不平等的批评越来越多，继续从疫情中获利会带来新的风险。低收入国家在全球70多亿剂疫苗中所占比例不到1%。如果辉瑞公司抗病毒药物的分销继续有利于富裕国家，该公司的股票最终可能会受到影响。</blockquote></p><p> Pfizer’s shares surged 10.9% the day the data came out, their best daily showing in at least 20 years. Still, with the stock now changing hands at around $50, investors continue to undervalue the company. Investors are pricing Pfizer at 12 times next year’s expected earnings, cheaper than peers like&nbsp;Johnson &amp; Johnson&nbsp;(JNJ) and&nbsp;Eli Lilly&nbsp;(LLY).</p><p><blockquote>数据公布当天，辉瑞公司股价飙升 10.9%，创下至少 20 年来最佳单日表现。尽管如此，随着该股目前在 50 美元左右易手，投资者继续低估该公司的估值。投资者对辉瑞公司的定价是明年预期收益的 12 倍，低于强生公司（JNJ）和礼来公司（LLY）等同行。</blockquote></p><p> The Pfizer discount can be attributed to concerns over the patent cliff the drugmaker faces at the end of the decade. The company stands to lose exclusivity over a handful of drugs that bring in billions in annual revenue.</p><p><blockquote>辉瑞的折扣可归因于对该制药商在本世纪末面临的专利悬崖的担忧。该公司将失去少数几种每年带来数十亿美元收入的药物的独家经营权。</blockquote></p><p> The worries are legitimate, but Pfizer’s scientific coup should give investors confidence that the company’s science can carry it safely over that cliff. It may take time for the market to catch up, but for long-term investors, it’s a promising opportunity.</p><p><blockquote>这种担忧是合理的，但辉瑞公司的科学政变应该让投资者相信，该公司的科学能够安全地渡过悬崖。市场可能需要时间才能迎头赶上，但对于长期投资者来说，这是一个充满希望的机会。</blockquote></p><p> The success of the antiviral is the best illustration yet of Pfizer’s scientific prowess.</p><p><blockquote>抗病毒药物的成功是辉瑞公司科学实力的最好例证。</blockquote></p><p> While Pfizer’s Covid-19 vaccine came out of the labs of the German biotech&nbsp;BioNTech&nbsp;(BNTX), the new Covid-19 antiviral was whipped up by what Dolsten called a “dream team” of scientists at Pfizer’s own labs across the Northeast U.S.</p><p><blockquote>辉瑞公司的 Covid-19 疫苗来自德国生物技术公司 BioNTech (BNTX) 的实验室，而新型 Covid-19 抗病毒药物则是由多尔斯滕所说的辉瑞公司位于美国东北部的实验室科学家 “梦之队 ”研发出来的。</blockquote></p><p> In the earliest days of the pandemic, Pfizer split its efforts between its collaboration with BioNTech on the vaccine and its quest for a Covid-19 pill. The vaccine effort operated on a huge scale; Dolsten called it a “mega team” that spanned the Atlantic.</p><p><blockquote>在大流行的早期，辉瑞公司将精力分散在与 BioNTech 在疫苗方面的合作和对 Covid-19 药丸的追求上。疫苗工作规模巨大；多尔斯滕称之为横跨大西洋的 “巨型团队”。</blockquote></p><p> The antiviral project was a much smaller operation—a group of Pfizer experts operating with resources left over from the vaccine push.</p><p><blockquote>抗病毒项目是一个规模小得多的项目——一组辉瑞专家利用疫苗推广剩余的资源开展工作。</blockquote></p><p> “The small molecule was more like a nimble, laser-focused, high-end team, with rather moderate resources,” Dolsten said.</p><p><blockquote>“多尔斯滕说：”小分子更像是一个灵活、专注于激光的高端团队，资源相当适中。</blockquote></p><p> Dolsten gathered some of Pfizer’s most experienced scientists to work on the antiviral project, including its head of medicine design, Charlotte Allerton. The scientists started with work Pfizer had done years ago on a type of antiviral called a protease inhibitor.</p><p><blockquote>多尔斯滕召集了辉瑞公司一些最有经验的科学家参与抗病毒项目，其中包括辉瑞公司的药物设计主管夏洛特-阿勒顿（Charlotte Allerton）。科学家们从辉瑞公司几年前在一种叫做蛋白酶抑制剂的抗病毒药物上所做的工作开始。</blockquote></p><p> “[Pfizer’s] pharmaceutical R&amp;D is better than people had thought.”</p><p><blockquote>“辉瑞的药物研发比人们想象的要好。”</blockquote></p><p> The protease inhibitors in the Pfizer library, however, had been administered intravenously, and had not worked well when delivered orally. The team had to figure out how to adapt the drugs to oral administration, a substantial undertaking.</p><p><blockquote>然而，辉瑞文库中的蛋白酶抑制剂是静脉注射给药的，口服给药时效果不佳。该团队必须弄清楚如何使药物适应口服给药，这是一项艰巨的任务。</blockquote></p><p> “They had to really create a lot of new chemistry,” Dolsten said. The scientists created 600 compounds to nail down the right drug, a process that might normally take years, and which they accomplished in a matter of months. “Four years turned into four months here,” he said.</p><p><blockquote>“多尔斯滕说：”他们必须真正创造很多新的化学反应。科学家们创造了 600 种化合物来确定合适的药物，这一过程通常可能需要数年时间，但他们在几个月内就完成了。“他说：”四年在这里变成了四个月。</blockquote></p><p> Pfizer started testing the pill in humans in March. It is now running a number of Phase 2/3 trials of the drug, including one for patients who are high risk, one for patients not high risk, and one as a prophylaxis for patients who have been exposed to the virus but aren’t yet sick. In the first readout, the drug looked substantially more effective than the Covid treatment pill from&nbsp;Merck&nbsp;(MRK).</p><p><blockquote>辉瑞公司于三月份开始在人体中测试这种药丸。目前，该公司正在对该药物进行多项 2/3 期试验，包括一项针对高危患者的试验、一项针对非高危患者的试验以及一项针对接触过病毒但尚未患病的患者的预防措施。在第一次读数中，该药物看起来比默克公司 (MRK) 的 Covid 治疗药丸更有效。</blockquote></p><p> “It definitely helps prove the point that [Pfizer’s] pharmaceutical R&amp;D is better than people had thought,” says Louise Chen, an analyst at Cantor Fitzgerald, who has an Overweight rating and a $61 price target on the stock.</p><p><blockquote>“Cantor Fitzgerald 的分析师 Louise Chen 说：”这无疑有助于证明（辉瑞的）药品研发比人们想象的要好。</blockquote></p><p></p><p> Chen says that she doesn’t expect investors to come around to her way of thinking until there is more clarity on the durability of Covid-19 vaccine and pill sales, and the rest of the pipeline gets proved out.</p><p><blockquote>陈说，在 Covid-19 疫苗和药丸销售的耐久性得到更明确以及其余的管道得到证实之前，她预计投资者不会接受她的想法。</blockquote></p><p> “There is not one event that I think will trigger a re-rating of the stock at the next level,” she says. “Until those things play out, I don’t think that it necessarily will.”</p><p><blockquote>“她说：”我认为没有一个事件会引发该股的评级被重新评级到下一个级别。“在这些事情发生之前，我认为不一定会发生。”</blockquote></p><p> That makes a bet on Pfizer a long-term play. In the meantime, the experience of&nbsp;Moderna&nbsp;(MRNA) in recent weeks is highlighting the potential for the vaccine makers to come under scrutiny over unequal distribution of vaccines.</p><p><blockquote>这使得押注辉瑞成为一项长期战略。与此同时，Moderna (MRNA) 最近几周的经历凸显了疫苗制造商因疫苗分配不均而受到审查的可能性。</blockquote></p><p> Biden administration officials have been increasingly frustrated with Moderna, calling on the company to ramp up production so it can offer more doses at not-for-profit prices to low-income countries, with one top official calling on the company to “step up.”</p><p><blockquote>拜登政府官员对 Moderna 公司越来越不满，呼吁该公司提高产量，以便以非营利价格向低收入国家提供更多剂量，一位高级官员呼吁该公司 “加大力度”。</blockquote></p><p> Moderna shares are down more than 40% over the past three months.</p><p><blockquote>Moderna 股价在过去三个月中下跌了 40% 以上。</blockquote></p><p> As the pandemic persists, Pfizer risks eroding the enormous goodwill it earned roughly a year ago when it introduced its Covid-19 vaccine. Earlier this month, Pfizer CEO Bourla blamed low-income countries for unfair vaccine distribution, telling <i>Barron’s</i> that it was their fault for not placing orders. Pfizer has sold a billion vaccine doses to the U.S. at a not-for-profit price to donate to poor countries, and says that a total of at least two billion doses will be delivered to low- and middle-income nations by the end of next year.</p><p><blockquote>随着疫情的持续，辉瑞公司可能会侵蚀大约一年前推出 Covid-19 疫苗时获得的巨大商誉。本月早些时候，辉瑞公司首席执行官布尔拉将疫苗分配不公归咎于低收入国家，并表示<i>巴伦</i>不下单是他们的错。辉瑞公司以非营利价格向美国出售了10亿剂疫苗，用于捐赠给贫困国家，并表示到明年年底将总共至少向中低收入国家交付20亿剂疫苗。</blockquote></p><p> When it comes to antivirals, Pfizer has said only that it will offer tiered pricing for poorer nations, the same approach it has taken with its vaccine.</p><p><blockquote>当谈到抗病毒药物时，辉瑞只表示将为较贫穷的国家提供分层定价，这与它对疫苗采取的方法相同。</blockquote></p><p> That contrasts sharply with Merck’s plan to make its own Covid-19 pill available to poor countries. Merck has signed a deal with a United Nations-backed group that will allow its pill to be licensed globally, with no royalties paid to Merck.</p><p><blockquote>这与默克公司向贫困国家提供自己的 Covid-19 药丸的计划形成了鲜明对比。默克公司已与一个联合国支持的组织签署了一项协议，该协议将允许其药丸在全球获得许可，而默克公司无需支付版税。</blockquote></p><p> Dolsten said that Pfizer is looking into licensing its pill under a similar mechanism as Merck’s. “We will look at those options,” he said. “By no means have we said we would do something different. We just want to make sure whoever will be involved gets the advice and skill to do this.”</p><p><blockquote>多尔斯滕说，辉瑞公司正在考虑按照与默克公司类似的机制对其药片进行许可。“他说：”我们将研究这些方案。“我们绝不是说我们会做一些不同的事情。我们只是想确保无论谁参与其中，都能获得建议和技能。”</blockquote></p><p> Such a step couldn’t come soon enough. Late last month, activists protested outside Bourla’s home, calling on Pfizer to share its vaccine manufacturing technology and to fill orders from low-income countries ahead of those from wealthy countries.</p><p><blockquote>这样的举措来得还不够快。上月底，活动人士在布尔拉家门外举行抗议活动，呼吁辉瑞公司分享其疫苗生产技术，并在富裕国家之前完成低收入国家的订单。</blockquote></p><p> An aggressive plan to share its antiviral would help stave off such criticism, keeping Pfizer in the relative good graces of Washington and allowing its impressive science to continue to drive the stock higher.</p><p><blockquote>分享其抗病毒药物的积极计划将有助于避免此类批评，使辉瑞保持相对良好的华盛顿青睐，并使其令人印象深刻的科学继续推高股价。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/buy-pfizer-stock-covid-19-51636674652?mod=hp_LEAD_1\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞"},"source_url":"https://www.barrons.com/articles/buy-pfizer-stock-covid-19-51636674652?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102251183","content_text":"Pfizer’s chief scientific officer, Mikael Dolsten, sounded giddy when reached via telephone early Monday morning. It was just days after his company knocked the socks off the market with the news that its Covid-19 antiviral had cut the risk of hospitalization by 89% in high-risk adults.\n“It can’t be just a random thing, that you’re able to beat this type of world record and get a grand slam at the same time by chance,” Dolsten said, scrambling sports metaphors as he sought to illustrate the magnitude of Pfizer’s twin wins: the development of a stunningly effective Covid-19 vaccine in just 10 months, followed a year later by the development of a similarly stunning Covid-19 antiviral.\nTwo years ago, Pfizer (ticker: PFE) CEO Albert Bourla asked investors to take a big gamble on the research-and-development operation that Dolsten has rebuilt over the course of more than a decade. That bet is looking smarter than ever.\nBourla has gotten rid of Pfizer’s off-patent drugs division and the last of its consumer health products, leaving behind a pure-play biopharma company that will live or die on the strength of Dolsten’s science.\nIn a cover story in November 2019, Barron’s argued that Bourla and Dolsten could pull it off.\nThe new antiviral data reaffirms the case for Pfizer that Barron’s made two years ago. Continuing to profit off the pandemic, however, brings new risks, as criticism grows over the global inequity in vaccine distribution. Low-income nations account for less than 1% of the more than seven billion doses administered worldwide. If distribution of Pfizer’s antiviral continues to favor wealthy nations, the company’s stock could ultimately suffer.\nPfizer’s shares surged 10.9% the day the data came out, their best daily showing in at least 20 years. Still, with the stock now changing hands at around $50, investors continue to undervalue the company. Investors are pricing Pfizer at 12 times next year’s expected earnings, cheaper than peers like Johnson & Johnson (JNJ) and Eli Lilly (LLY).\nThe Pfizer discount can be attributed to concerns over the patent cliff the drugmaker faces at the end of the decade. The company stands to lose exclusivity over a handful of drugs that bring in billions in annual revenue.\nThe worries are legitimate, but Pfizer’s scientific coup should give investors confidence that the company’s science can carry it safely over that cliff. It may take time for the market to catch up, but for long-term investors, it’s a promising opportunity.\nThe success of the antiviral is the best illustration yet of Pfizer’s scientific prowess.\nWhile Pfizer’s Covid-19 vaccine came out of the labs of the German biotech BioNTech (BNTX), the new Covid-19 antiviral was whipped up by what Dolsten called a “dream team” of scientists at Pfizer’s own labs across the Northeast U.S.\nIn the earliest days of the pandemic, Pfizer split its efforts between its collaboration with BioNTech on the vaccine and its quest for a Covid-19 pill. The vaccine effort operated on a huge scale; Dolsten called it a “mega team” that spanned the Atlantic.\nThe antiviral project was a much smaller operation—a group of Pfizer experts operating with resources left over from the vaccine push.\n“The small molecule was more like a nimble, laser-focused, high-end team, with rather moderate resources,” Dolsten said.\nDolsten gathered some of Pfizer’s most experienced scientists to work on the antiviral project, including its head of medicine design, Charlotte Allerton. The scientists started with work Pfizer had done years ago on a type of antiviral called a protease inhibitor.\n“[Pfizer’s] pharmaceutical R&D is better than people had thought.”\nThe protease inhibitors in the Pfizer library, however, had been administered intravenously, and had not worked well when delivered orally. The team had to figure out how to adapt the drugs to oral administration, a substantial undertaking.\n“They had to really create a lot of new chemistry,” Dolsten said. The scientists created 600 compounds to nail down the right drug, a process that might normally take years, and which they accomplished in a matter of months. “Four years turned into four months here,” he said.\nPfizer started testing the pill in humans in March. It is now running a number of Phase 2/3 trials of the drug, including one for patients who are high risk, one for patients not high risk, and one as a prophylaxis for patients who have been exposed to the virus but aren’t yet sick. In the first readout, the drug looked substantially more effective than the Covid treatment pill from Merck (MRK).\n“It definitely helps prove the point that [Pfizer’s] pharmaceutical R&D is better than people had thought,” says Louise Chen, an analyst at Cantor Fitzgerald, who has an Overweight rating and a $61 price target on the stock.\nChen says that she doesn’t expect investors to come around to her way of thinking until there is more clarity on the durability of Covid-19 vaccine and pill sales, and the rest of the pipeline gets proved out.\n“There is not one event that I think will trigger a re-rating of the stock at the next level,” she says. “Until those things play out, I don’t think that it necessarily will.”\nThat makes a bet on Pfizer a long-term play. In the meantime, the experience of Moderna (MRNA) in recent weeks is highlighting the potential for the vaccine makers to come under scrutiny over unequal distribution of vaccines.\nBiden administration officials have been increasingly frustrated with Moderna, calling on the company to ramp up production so it can offer more doses at not-for-profit prices to low-income countries, with one top official calling on the company to “step up.”\nModerna shares are down more than 40% over the past three months.\nAs the pandemic persists, Pfizer risks eroding the enormous goodwill it earned roughly a year ago when it introduced its Covid-19 vaccine. Earlier this month, Pfizer CEO Bourla blamed low-income countries for unfair vaccine distribution, telling Barron’s that it was their fault for not placing orders. Pfizer has sold a billion vaccine doses to the U.S. at a not-for-profit price to donate to poor countries, and says that a total of at least two billion doses will be delivered to low- and middle-income nations by the end of next year.\nWhen it comes to antivirals, Pfizer has said only that it will offer tiered pricing for poorer nations, the same approach it has taken with its vaccine.\nThat contrasts sharply with Merck’s plan to make its own Covid-19 pill available to poor countries. Merck has signed a deal with a United Nations-backed group that will allow its pill to be licensed globally, with no royalties paid to Merck.\nDolsten said that Pfizer is looking into licensing its pill under a similar mechanism as Merck’s. “We will look at those options,” he said. “By no means have we said we would do something different. We just want to make sure whoever will be involved gets the advice and skill to do this.”\nSuch a step couldn’t come soon enough. Late last month, activists protested outside Bourla’s home, calling on Pfizer to share its vaccine manufacturing technology and to fill orders from low-income countries ahead of those from wealthy countries.\nAn aggressive plan to share its antiviral would help stave off such criticism, keeping Pfizer in the relative good graces of Washington and allowing its impressive science to continue to drive the stock higher.","news_type":1,"symbols_score_info":{"PFE":0.9}},"isVote":1,"tweetType":1,"viewCount":4532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":845537797,"gmtCreate":1636349731134,"gmtModify":1636349731326,"author":{"id":"4087384441438000","authorId":"4087384441438000","name":"countinghoes","avatar":"https://static.tigerbbs.com/d2c6a64aa9b725bb5808ba07d517158c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087384441438000","idStr":"4087384441438000"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/845537797","repostId":"2181284457","repostType":4,"isVote":1,"tweetType":1,"viewCount":2527,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843716815,"gmtCreate":1635858472755,"gmtModify":1635858472755,"author":{"id":"4087384441438000","authorId":"4087384441438000","name":"countinghoes","avatar":"https://static.tigerbbs.com/d2c6a64aa9b725bb5808ba07d517158c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087384441438000","idStr":"4087384441438000"},"themes":[],"title":"","htmlText":"Go watch dune","listText":"Go watch dune","text":"Go watch dune","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/843716815","repostId":"1126587392","repostType":4,"repost":{"id":"1126587392","kind":"news","pubTimestamp":1635858327,"share":"https://www.laohunote.com/m/news/1126587392?lang=zh_CN&edition=full","pubTime":"2021-11-02 21:05","market":"us","language":"en","title":"AMC Stock: These Movies Could Reignite Revenues in Q4<blockquote>AMC 股票：这些电影可能会在第四季度重新点燃收入</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1126587392","media":"TheStreet","summary":"With domestic box office picking up momentum, AMC’s revenues could surprise in Q4. Wall Street Memes","content":"<p>With domestic box office picking up momentum, AMC’s revenues could surprise in Q4. Wall Street Memes looks at the hottest movies that could boost the company’s financial results.</p><p><blockquote>随着国内票房的回暖，AMC 第四季度的收入可能会出人意料。《华尔街备忘录》探讨了可能提升公司财务业绩的最热门电影。</blockquote></p><p> The movie industry in the US has recently had its best 21 days of revenues since the start of the pandemic. Domestic box office reached $100 million for three straight weekends. This could be encouraging news for&nbsp;AMC&nbsp;and its investors.</p><p><blockquote>美国电影业最近创下了自疫情开始以来最好的21天收入。国内票房连续三个周末达到1亿美元。这对 AMC 及其投资者来说可能是令人鼓舞的消息。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dfccc45e4fafd37aab603881341ccd61\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\"><span>Figure 1: AMC's box office.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：AMC的票房。</span></p></blockquote></p><p> Wall Street Memes lists below some of the key titles that seem to be driving the recovery in the movie theater business.</p><p><blockquote>华尔街迷因下面列出了一些似乎推动电影院业务复苏的关键影片。</blockquote></p><p> <b>1. Halloween Kills</b></p><p><blockquote><b>1. 万圣节杀戮</b></blockquote></p><p> The horror/thriller produced by Comcast Corporation’s&nbsp;Universal Pictures is based on the 1978 classic Halloween movie. So far, the movie has been … killing it at the box office.</p><p><blockquote>这部由康卡斯特公司环球影业制作的恐怖/惊悚片改编自 1978 年的经典万圣节电影。到目前为止，这部电影已经……在票房上大放异彩。</blockquote></p><p> <i>Halloween Kills</i>&nbsp;alone&nbsp;generated&nbsp;$50.4 million in the past weekend and hashit$255.6 million worldwide – even though the title has been simultaneously launched on Peacock’s streaming service. This suggests strong demand for in-person entertainment, even when the stay-at-home alternative is available.</p><p><blockquote><i>万圣节杀戮</i>上周末，《独行侠》的票房收入为 5040 万美元，全球票房为 2.556 亿美元，尽管该游戏已在 Peacock 的流媒体服务上同步上线。这表明对面对面娱乐的需求强劲，即使可以选择呆在家里。</blockquote></p><p> AMC recently took advantage of the “Halloween momentum” and&nbsp;released&nbsp;AMC Thrills &amp; Chills. This is a weekly series of surprise screenings of new releases and cult classic horror movies for $5 plus taxes.</p><p><blockquote>AMC 最近趁着 “万圣节势头 ”发行了 AMC Thrills &amp; Chills。这是一个每周系列的惊喜放映新上映和邪教经典恐怖电影，价格为5美元加税。</blockquote></p><p> <b>2. No Time to Die</b></p><p><blockquote><b>2.007：无暇赴死</b></blockquote></p><p> Despite the latest James Bond movie’s box office debut&nbsp;disappointment,<i>No Time to Die</i>&nbsp;has hit $447.8 million in worldwide gross revenues. In the past weekend, the movie generated a total $24 million. No Time to Die dropped off more than 50% in its second week, less than Halloween Kills did.</p><p><blockquote>尽管最新的詹姆斯-邦德电影首映票房令人失望、<i>007：无暇赴死</i>全球总收入已达到 4.478 亿美元。在过去的周末，这部电影共获得了2400万美元的票房。007：无暇赴死第二周的死亡人数下降了50%以上，低于万圣节的死亡人数。</blockquote></p><p> Fun fact: No Time To Die’s stars Daniel Craig and Rami Malek surprised moviegoers before a session at an AMC IMAX theatre in Burbank, California.</p><p><blockquote>趣闻： 007：无暇赴死主演 Daniel Craig 和 Rami Malek 在加州伯班克的 AMC IMAX 影院放映前给观众带来了惊喜。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/faf10e177ab8bb2875ada92175a3bdad\" tg-width=\"554\" tg-height=\"792\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <b>3. Venom: Let There Be Carnage</b></p><p><blockquote><b>3. 毒液：让大屠杀发生</b></blockquote></p><p> Sony&nbsp;movie&nbsp;<i>Venom: Let There Be Carnage</i>&nbsp;recently&nbsp;dropped nearly 50% in revenues from the previous week to land at $16.5 million domestically. However, the movie has amassed a worldwide total of $283.7 million.</p><p><blockquote>索尼电影<i>毒液：让大屠杀发生</i>最近，国内收入比前一周下降了近50%，降至1650万美元。然而，这部电影在全球的总票房为2.837亿美元。</blockquote></p><p> Alongside<i>No Time To Die</i>,<i>Venom: Let There Be Carnage</i>&nbsp;helped to push AMC to a new post-reopening&nbsp;record&nbsp;for global attendance, admission revenues, and food and beverage sales for a single weekend. According to AMC, from September 30 to October 3, more than 2.4 million people watched movies at AMC Theatres within the U.S.</p><p><blockquote>旁边<i>007：无暇赴死</i>,<i>毒液：让大屠杀发生</i>帮助AMC在一个周末的全球上座率、门票收入以及食品和饮料销售方面创下了重新开放后的新纪录。据AMC称，从9月30日到10月3日，超过240万人在美国AMC影院观看了电影。</blockquote></p><p> <b>Our take</b></p><p><blockquote><b>我们的看法</b></blockquote></p><p> AMC’s challenge to bring revenues back to normal still has a long road ahead. In the most recent quarter, the company&nbsp;reported&nbsp;sales of $444 million, while the number was a much higher $1.5 billion in the comparable, pre-pandemic period of 2019. For Q3, with the pandemic slowly fading, revenue estimates sit at $741 million.</p><p><blockquote>AMC 要使收入恢复正常，还有很长的路要走。在最近一个季度，该公司报告的销售额为 4.44 亿美元，而 2019 年大流行前的可比时期，这一数字要高得多，为 15 亿美元。第三季度，随着疫情的慢慢消退，收入预计为 7.41 亿美元。</blockquote></p><p> According to CEO Adam Aron, in the first two weeks of October, domestic box office grosses reached more than $300 million – and the executive seemed quite happy about it.</p><p><blockquote>据首席执行官亚当·阿伦 (Adam Aron) 称，10 月份的前两周，国内票房收入超过 3 亿美元，这位高管似乎对此相当满意。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/669762c824d3d6ce78d7da8f425e5223\" tg-width=\"831\" tg-height=\"300\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Increased demand for in-person entertainment coupled with good management execution seems to be guiding AMC in the correct path to pre-pandemic revenues once again. If domestic box office keeps the same pace as reported in the first couple of weeks of October, AMC could recover sooner than some expect.</p><p><blockquote>对现场娱乐的需求不断增长，加上良好的管理执行力，似乎正在引导 AMC 再次走上大流行前收入的正确道路。如果国内票房保持与 10 月份前几周报道的相同速度，AMC 的复苏可能会比一些人预期的更快。</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>AMC Stock: These Movies Could Reignite Revenues in Q4<blockquote>AMC 股票：这些电影可能会在第四季度重新点燃收入</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\">\nAMC Stock: These Movies Could Reignite Revenues in Q4<blockquote>AMC 股票：这些电影可能会在第四季度重新点燃收入</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-11-02 21:05</span>\n</p>\n</h4>\n</header>\n<article>\n<p>With domestic box office picking up momentum, AMC’s revenues could surprise in Q4. Wall Street Memes looks at the hottest movies that could boost the company’s financial results.</p><p><blockquote>随着国内票房的回暖，AMC 第四季度的收入可能会出人意料。《华尔街备忘录》探讨了可能提升公司财务业绩的最热门电影。</blockquote></p><p> The movie industry in the US has recently had its best 21 days of revenues since the start of the pandemic. Domestic box office reached $100 million for three straight weekends. This could be encouraging news for&nbsp;AMC&nbsp;and its investors.</p><p><blockquote>美国电影业最近创下了自疫情开始以来最好的21天收入。国内票房连续三个周末达到1亿美元。这对 AMC 及其投资者来说可能是令人鼓舞的消息。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dfccc45e4fafd37aab603881341ccd61\" tg-width=\"1240\" tg-height=\"827\" width=\"100%\" height=\"auto\"><span>Figure 1: AMC's box office.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：AMC的票房。</span></p></blockquote></p><p> Wall Street Memes lists below some of the key titles that seem to be driving the recovery in the movie theater business.</p><p><blockquote>华尔街迷因下面列出了一些似乎推动电影院业务复苏的关键影片。</blockquote></p><p> <b>1. Halloween Kills</b></p><p><blockquote><b>1. 万圣节杀戮</b></blockquote></p><p> The horror/thriller produced by Comcast Corporation’s&nbsp;Universal Pictures is based on the 1978 classic Halloween movie. So far, the movie has been … killing it at the box office.</p><p><blockquote>这部由康卡斯特公司环球影业制作的恐怖/惊悚片改编自 1978 年的经典万圣节电影。到目前为止，这部电影已经……在票房上大放异彩。</blockquote></p><p> <i>Halloween Kills</i>&nbsp;alone&nbsp;generated&nbsp;$50.4 million in the past weekend and hashit$255.6 million worldwide – even though the title has been simultaneously launched on Peacock’s streaming service. This suggests strong demand for in-person entertainment, even when the stay-at-home alternative is available.</p><p><blockquote><i>万圣节杀戮</i>上周末，《独行侠》的票房收入为 5040 万美元，全球票房为 2.556 亿美元，尽管该游戏已在 Peacock 的流媒体服务上同步上线。这表明对面对面娱乐的需求强劲，即使可以选择呆在家里。</blockquote></p><p> AMC recently took advantage of the “Halloween momentum” and&nbsp;released&nbsp;AMC Thrills &amp; Chills. This is a weekly series of surprise screenings of new releases and cult classic horror movies for $5 plus taxes.</p><p><blockquote>AMC 最近趁着 “万圣节势头 ”发行了 AMC Thrills &amp; Chills。这是一个每周系列的惊喜放映新上映和邪教经典恐怖电影，价格为5美元加税。</blockquote></p><p> <b>2. No Time to Die</b></p><p><blockquote><b>2.007：无暇赴死</b></blockquote></p><p> Despite the latest James Bond movie’s box office debut&nbsp;disappointment,<i>No Time to Die</i>&nbsp;has hit $447.8 million in worldwide gross revenues. In the past weekend, the movie generated a total $24 million. No Time to Die dropped off more than 50% in its second week, less than Halloween Kills did.</p><p><blockquote>尽管最新的詹姆斯-邦德电影首映票房令人失望、<i>007：无暇赴死</i>全球总收入已达到 4.478 亿美元。在过去的周末，这部电影共获得了2400万美元的票房。007：无暇赴死第二周的死亡人数下降了50%以上，低于万圣节的死亡人数。</blockquote></p><p> Fun fact: No Time To Die’s stars Daniel Craig and Rami Malek surprised moviegoers before a session at an AMC IMAX theatre in Burbank, California.</p><p><blockquote>趣闻： 007：无暇赴死主演 Daniel Craig 和 Rami Malek 在加州伯班克的 AMC IMAX 影院放映前给观众带来了惊喜。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/faf10e177ab8bb2875ada92175a3bdad\" tg-width=\"554\" tg-height=\"792\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <b>3. Venom: Let There Be Carnage</b></p><p><blockquote><b>3. 毒液：让大屠杀发生</b></blockquote></p><p> Sony&nbsp;movie&nbsp;<i>Venom: Let There Be Carnage</i>&nbsp;recently&nbsp;dropped nearly 50% in revenues from the previous week to land at $16.5 million domestically. However, the movie has amassed a worldwide total of $283.7 million.</p><p><blockquote>索尼电影<i>毒液：让大屠杀发生</i>最近，国内收入比前一周下降了近50%，降至1650万美元。然而，这部电影在全球的总票房为2.837亿美元。</blockquote></p><p> Alongside<i>No Time To Die</i>,<i>Venom: Let There Be Carnage</i>&nbsp;helped to push AMC to a new post-reopening&nbsp;record&nbsp;for global attendance, admission revenues, and food and beverage sales for a single weekend. According to AMC, from September 30 to October 3, more than 2.4 million people watched movies at AMC Theatres within the U.S.</p><p><blockquote>旁边<i>007：无暇赴死</i>,<i>毒液：让大屠杀发生</i>帮助AMC在一个周末的全球上座率、门票收入以及食品和饮料销售方面创下了重新开放后的新纪录。据AMC称，从9月30日到10月3日，超过240万人在美国AMC影院观看了电影。</blockquote></p><p> <b>Our take</b></p><p><blockquote><b>我们的看法</b></blockquote></p><p> AMC’s challenge to bring revenues back to normal still has a long road ahead. In the most recent quarter, the company&nbsp;reported&nbsp;sales of $444 million, while the number was a much higher $1.5 billion in the comparable, pre-pandemic period of 2019. For Q3, with the pandemic slowly fading, revenue estimates sit at $741 million.</p><p><blockquote>AMC 要使收入恢复正常，还有很长的路要走。在最近一个季度，该公司报告的销售额为 4.44 亿美元，而 2019 年大流行前的可比时期，这一数字要高得多，为 15 亿美元。第三季度，随着疫情的慢慢消退，收入预计为 7.41 亿美元。</blockquote></p><p> According to CEO Adam Aron, in the first two weeks of October, domestic box office grosses reached more than $300 million – and the executive seemed quite happy about it.</p><p><blockquote>据首席执行官亚当·阿伦 (Adam Aron) 称，10 月份的前两周，国内票房收入超过 3 亿美元，这位高管似乎对此相当满意。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/669762c824d3d6ce78d7da8f425e5223\" tg-width=\"831\" tg-height=\"300\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Increased demand for in-person entertainment coupled with good management execution seems to be guiding AMC in the correct path to pre-pandemic revenues once again. If domestic box office keeps the same pace as reported in the first couple of weeks of October, AMC could recover sooner than some expect.</p><p><blockquote>对现场娱乐的需求不断增长，加上良好的管理执行力，似乎正在引导 AMC 再次走上大流行前收入的正确道路。如果国内票房保持与 10 月份前几周报道的相同速度，AMC 的复苏可能会比一些人预期的更快。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/memestocks/amc/amc-stock-these-movies-could-reignite-revenues-in-q4\">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":{"AMC":"AMC院线"},"source_url":"https://www.thestreet.com/memestocks/amc/amc-stock-these-movies-could-reignite-revenues-in-q4","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126587392","content_text":"With domestic box office picking up momentum, AMC’s revenues could surprise in Q4. Wall Street Memes looks at the hottest movies that could boost the company’s financial results.\nThe movie industry in the US has recently had its best 21 days of revenues since the start of the pandemic. Domestic box office reached $100 million for three straight weekends. This could be encouraging news for AMC and its investors.\nFigure 1: AMC's box office.\nWall Street Memes lists below some of the key titles that seem to be driving the recovery in the movie theater business.\n1. Halloween Kills\nThe horror/thriller produced by Comcast Corporation’s Universal Pictures is based on the 1978 classic Halloween movie. So far, the movie has been … killing it at the box office.\nHalloween Kills alone generated $50.4 million in the past weekend and hashit$255.6 million worldwide – even though the title has been simultaneously launched on Peacock’s streaming service. This suggests strong demand for in-person entertainment, even when the stay-at-home alternative is available.\nAMC recently took advantage of the “Halloween momentum” and released AMC Thrills & Chills. This is a weekly series of surprise screenings of new releases and cult classic horror movies for $5 plus taxes.\n2. No Time to Die\nDespite the latest James Bond movie’s box office debut disappointment,No Time to Die has hit $447.8 million in worldwide gross revenues. In the past weekend, the movie generated a total $24 million. No Time to Die dropped off more than 50% in its second week, less than Halloween Kills did.\nFun fact: No Time To Die’s stars Daniel Craig and Rami Malek surprised moviegoers before a session at an AMC IMAX theatre in Burbank, California.\n\n3. Venom: Let There Be Carnage\nSony movie Venom: Let There Be Carnage recently dropped nearly 50% in revenues from the previous week to land at $16.5 million domestically. However, the movie has amassed a worldwide total of $283.7 million.\nAlongsideNo Time To Die,Venom: Let There Be Carnage helped to push AMC to a new post-reopening record for global attendance, admission revenues, and food and beverage sales for a single weekend. According to AMC, from September 30 to October 3, more than 2.4 million people watched movies at AMC Theatres within the U.S.\nOur take\nAMC’s challenge to bring revenues back to normal still has a long road ahead. In the most recent quarter, the company reported sales of $444 million, while the number was a much higher $1.5 billion in the comparable, pre-pandemic period of 2019. For Q3, with the pandemic slowly fading, revenue estimates sit at $741 million.\nAccording to CEO Adam Aron, in the first two weeks of October, domestic box office grosses reached more than $300 million – and the executive seemed quite happy about it.\n\nIncreased demand for in-person entertainment coupled with good management execution seems to be guiding AMC in the correct path to pre-pandemic revenues once again. If domestic box office keeps the same pace as reported in the first couple of weeks of October, AMC could recover sooner than some expect.","news_type":1,"symbols_score_info":{"AMC":0.9}},"isVote":1,"tweetType":1,"viewCount":3551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":849556904,"gmtCreate":1635769025832,"gmtModify":1635769025832,"author":{"id":"4087384441438000","authorId":"4087384441438000","name":"countinghoes","avatar":"https://static.tigerbbs.com/d2c6a64aa9b725bb5808ba07d517158c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087384441438000","idStr":"4087384441438000"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/849556904","repostId":"1121087038","repostType":4,"isVote":1,"tweetType":1,"viewCount":2614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":840744054,"gmtCreate":1635695096072,"gmtModify":1635695096072,"author":{"id":"4087384441438000","authorId":"4087384441438000","name":"countinghoes","avatar":"https://static.tigerbbs.com/d2c6a64aa9b725bb5808ba07d517158c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087384441438000","idStr":"4087384441438000"},"themes":[],"title":"","htmlText":"Elastic growth","listText":"Elastic growth","text":"Elastic growth","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/840744054","repostId":"2179225125","repostType":4,"isVote":1,"tweetType":1,"viewCount":3236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":840913713,"gmtCreate":1635574232570,"gmtModify":1635574232570,"author":{"id":"4087384441438000","authorId":"4087384441438000","name":"countinghoes","avatar":"https://static.tigerbbs.com/d2c6a64aa9b725bb5808ba07d517158c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087384441438000","idStr":"4087384441438000"},"themes":[],"title":"","htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/840913713","repostId":"2179424781","repostType":4,"isVote":1,"tweetType":1,"viewCount":3071,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":840910924,"gmtCreate":1635574041173,"gmtModify":1635574041173,"author":{"id":"4087384441438000","authorId":"4087384441438000","name":"countinghoes","avatar":"https://static.tigerbbs.com/d2c6a64aa9b725bb5808ba07d517158c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087384441438000","idStr":"4087384441438000"},"themes":[],"title":"","htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/840910924","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36984908995200","idStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2896,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":854368004,"gmtCreate":1635420547680,"gmtModify":1635420547769,"author":{"id":"4087384441438000","authorId":"4087384441438000","name":"countinghoes","avatar":"https://static.tigerbbs.com/d2c6a64aa9b725bb5808ba07d517158c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087384441438000","idStr":"4087384441438000"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/854368004","repostId":"2178265403","repostType":4,"isVote":1,"tweetType":1,"viewCount":3763,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":856809227,"gmtCreate":1635165941456,"gmtModify":1635165941540,"author":{"id":"4087384441438000","authorId":"4087384441438000","name":"countinghoes","avatar":"https://static.tigerbbs.com/d2c6a64aa9b725bb5808ba07d517158c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087384441438000","idStr":"4087384441438000"},"themes":[],"title":"","htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/856809227","repostId":"1137044759","repostType":4,"isVote":1,"tweetType":1,"viewCount":974,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858245865,"gmtCreate":1635067751793,"gmtModify":1635067751882,"author":{"id":"4087384441438000","authorId":"4087384441438000","name":"countinghoes","avatar":"https://static.tigerbbs.com/d2c6a64aa9b725bb5808ba07d517158c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087384441438000","idStr":"4087384441438000"},"themes":[],"title":"","htmlText":"Buy the dip guys, not many chances such as these.&nbsp; They are investing more into their fab which is only good news","listText":"Buy the dip guys, not many chances such as these.&nbsp; They are investing more into their fab which is only good news","text":"Buy the dip guys, not many chances such as these. They are investing more into their fab which is only good news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/858245865","repostId":"1100055241","repostType":4,"isVote":1,"tweetType":1,"viewCount":987,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858377085,"gmtCreate":1634995624806,"gmtModify":1634995624964,"author":{"id":"4087384441438000","authorId":"4087384441438000","name":"countinghoes","avatar":"https://static.tigerbbs.com/d2c6a64aa9b725bb5808ba07d517158c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087384441438000","idStr":"4087384441438000"},"themes":[],"title":"","htmlText":"We all love pltr","listText":"We all love pltr","text":"We all love pltr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/858377085","repostId":"1177255738","repostType":4,"repost":{"id":"1177255738","kind":"news","pubTimestamp":1634953820,"share":"https://www.laohunote.com/m/news/1177255738?lang=zh_CN&edition=full","pubTime":"2021-10-23 09:50","market":"us","language":"en","title":"Palantir Stock Price Prediction: Outlook After U.S. Army Selection<blockquote>Palantir 股价预测：美国陆军选择后的展望</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1177255738","media":"Seeking Alpha","summary":"Summary\n\nPalantir's US Army contract is huge news for the company due to the contract's large size. ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir's US Army contract is huge news for the company due to the contract's large size. The bigger picture is important as well - PLTR is highly competitive and trusted.</li>  <li>PLTR is one of just four IL-5 DoD-certified companies and is moving to IL-6, which should increase its moat further.</li>  <li>The company is seemingly expensive on a profit basis, but when we consider PLTR's growth outlook, shares could be a pretty good investment, nevertheless.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa0d32030c1112ab6f00943f9091b85b\" tg-width=\"768\" tg-height=\"516\" width=\"100%\" height=\"auto\"><span>Scott Olson/Getty Images News</span></p><p><blockquote><ul><li>由于合同规模庞大，Palantir 的美国陆军合同对该公司来说是一个巨大的消息。大局也很重要——PLTR 竞争激烈且值得信赖。</li><li>PLTR 是仅有的四家获得 IL-5 国防部认证的公司之一，并正在转向 IL-6，这将进一步增加其护城河。</li><li>就利润而言，该公司似乎很昂贵，但当我们考虑 PLTR 的增长前景时，股票仍然可能是一项相当不错的投资。</li></ul><p class=\"t-img-caption\"><span>斯科特奥尔森/盖蒂图片社新闻</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> Palantir Technologies (PLTR) remains a highly exciting, fast-growing tech company that continues to trade at an expensive valuation. The recent contract with the US Army shows, again, that its proprietary solutions are in a class of their own and that Palantir Technologies is very entrenched in government bodies, which should allow the company to deliver strong growth for many years. Palantir Technologies is not a low-risk pick, but I do believe that, in the long run, investors could see sizeable gains from this stock.</p><p><blockquote>Palantir Technologies (PLTR) 仍然是一家非常令人兴奋、快速发展的科技公司，继续以昂贵的估值进行交易。最近与美国陆军签订的合同再次表明，其专有解决方案是独一无二的，而且 Palantir Technologies 在政府机构中根深蒂固，这应该使该公司能够在未来多年实现强劲增长。Palantir Technologies 并不是一个低风险的选择，但我确实相信，从长远来看，投资者可以从这只股票中获得可观的收益。</blockquote></p><p> <b>Palantir &amp; US Army Contract</b></p><p><blockquote><b>Palantir 与美国陆军合同</b></blockquote></p><p> In early October, Palantir Technologies announced that it was selected by the US Army for a contract worth&nbsp;$823 million&nbsp;that will see the company deliver the Army Intelligence data fabric and analytics foundation for the&nbsp;<i>Capability Drop 2</i>&nbsp;(CD-2) program.</p><p><blockquote>10 月初，Palantir Technologies 宣布被美国陆军选中，签订一份价值 8.23 亿美元的合同，该公司将为美国陆军提供陆军情报数据结构和分析基础。<i>能力下降2</i>(CD-2)方案。</blockquote></p><p> For a company like Palantir, which generates revenue of around $1.5 billion a year right now, an $800+ million contract is huge, of course, but it should be noted that this contract will not see Palantir capture all of that revenue in a short period of time. On top of that, not necessarily all of that revenue will go to Palantir Technologies, as other vendors, e.g., for hardware, might take some share of the contract as well. A more bearish analyst&nbsp;noted&nbsp;that the administration has requested around $100 million for that contract in fiscal 2022, suggesting that it will take several years for Palantir to capture all of the revenue from that contract.</p><p><blockquote>对于像Palantir这样目前每年产生约15亿美元收入的公司来说，一份8亿多美元的合同当然是巨大的，但应该注意的是，这份合同不会让Palantir在短时间内获得所有收入。最重要的是，不一定所有的收入都会流向Palantir Technologies，因为其他供应商，例如硬件供应商，也可能从合同中分得一部分份额。一位更为悲观的分析师指出，政府已要求在 2022 财年为该合同拨款约 1 亿美元，这表明 Palantir 需要几年时间才能从该合同中获得所有收入。</blockquote></p><p> Still, this contract is a major positive, I believe, due to several reasons. First, the decision by the US Army to award the contract to Palantir Technologies suggests that Palantir remains a forerunner on a tech basis in the defense space, despite some analysts and commenters believing that Palantir's offering/services are very commoditized. If that were the case, the contract would likely have gone to a different company that sells its services and products at lower prices - remember that Palantir demands gross margins north of 70% on a company-wide basis. Customers would not be willing to pay that much for a commoditized product that could be supplied by anyone.</p><p><blockquote>尽管如此，我认为这份合同是一个重大的积极因素，原因有几个。首先，美国陆军将合同授予Palantir Technologies的决定表明，Palantir仍然是国防领域技术基础的先驱，尽管一些分析师和评论员认为Palantir的产品/服务非常商品化。如果是这样的话，合同可能会授予另一家以较低价格销售其服务和产品的公司——请记住，Palantir 要求全公司毛利率超过 70%。顾客不会愿意为任何人都可以提供的商品化产品支付那么多钱。</blockquote></p><p> The contract award by the US Army for such a large single contract also indicates that officials see Palantir as capable of delivering on large-scale contracts, despite the fact that Palantir Technologies is, by revenue and employer count, not a very large company today. Officials seem to believe that Palantir is able to execute well on these contracts, which, in turn, suggests that Palantir should have a good chance of getting other contracts of a similar size in the future.</p><p><blockquote>美国陆军授予如此大的单一合同也表明，官员们认为 Palantir 有能力交付大规模合同，尽管就收入和雇主而言，Palantir Technologies 目前并不是一家非常大的公司。官员们似乎相信 Palantir 能够很好地执行这些合同，这反过来又表明 Palantir 未来应该有很好的机会获得其他类似规模的合同。</blockquote></p><p> Palantir's strong position in the defense space versus possible competitors is also indicated by the fact that Palantir Technologies is one of just four companies with a level 5 (IL-5) Department of Defense SaaS approval:</p><p><blockquote>Palantir Technologies 是仅有的四家获得国防部 5 级 (IL-5) SaaS 批准的公司之一，这一事实也表明了 Palantir 在国防领域相对于潜在竞争对手的强势地位：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9381e77c84c44423e48d0947838946a3\" tg-width=\"1273\" tg-height=\"841\" width=\"100%\" height=\"auto\"><span>Source: Palantir</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir</span></p></blockquote></p><p> This alone gives Palantir a major edge versus competitors that are not approved for services this critical. Once Palantir moves to IL-6 approval - at which point the company could also handle DoD classified information - Palantir's moat versus competitors should grow further. Palantir's management believes that this will happen in the foreseeable future and that Palantir will likely be the first company to receive IL-6 approval overall. The defense market could be a huge market opportunity for Palantir Technologies over the next couple of years:</p><p><blockquote>仅此一点就给了 Palantir 相对于未获得如此关键服务批准的竞争对手的主要优势。一旦 Palantir 获得 IL-6 批准（届时该公司还可以处理国防部机密信息），Palantir 相对于竞争对手的护城河应该会进一步扩大。Palantir 管理层相信，这将在可预见的未来发生，并且 Palantir 可能会成为第一家获得 IL-6 整体批准的公司。未来几年，国防市场可能是 Palantir Technologies 的巨大市场机会：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63c9bdfc460b29e6a19e05ad9f2b1278\" tg-width=\"640\" tg-height=\"397\" width=\"100%\" height=\"auto\"><span>Source: nscai.gov (page 67 of full report)</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：nscai.gov（报告全文第67页）</span></p></blockquote></p><p></p><p> The National Security Commission on Artificial Intelligence forecasts that AI R&amp;D investments will grow to close to $80 billion by 2030. Palantir Technologies will not be able to address all of that market, as this does include hardware, implementation, etc., but even a couple of percentage points of market share would turn into a $1+ billion a year business. Considering that defense is just one of many markets Palantir Technologies is able to address, this seems highly encouraging - especially when we consider that Palantir is doing around $1.5 billion in revenue this year across all markets the company is active in.</p><p><blockquote>美国国家人工智能安全委员会预测，到2030年，人工智能R&amp;D投资将增长到接近800亿美元。Palantir Technologies将无法解决所有这些市场，因为这包括硬件、实施等。，但即使是几个百分点的市场份额也会变成每年10多亿美元的业务。考虑到国防只是 Palantir Technologies 能够解决的众多市场之一，这似乎非常令人鼓舞 - 特别是当我们考虑到 Palantir 今年在该公司活跃的所有市场的收入约为 15 亿美元时。</blockquote></p><p> Palantir Technologies has, thanks to other contracts with military customers, proven that the US Army contract was not an outlier. Instead, Palantir seems to work well with defense customers, which is why the company gets chosen for new contracts again and again - even by the US&nbsp;Space Force.</p><p><blockquote>由于与军事客户的其他合同，Palantir Technologies 已经证明美国陆军合同并不是一个例外。相反，Palantir 似乎与国防客户合作良好，这就是为什么该公司一次又一次地被选中签订新合同——甚至被美国太空军选中。</blockquote></p><p> <b>PLTR Stock Forecast</b></p><p><blockquote><b>PLTR 库存预测</b></blockquote></p><p> Palantir's management believes that the company will be the most important software player in the world one day, and even though I believe that this is far from guaranteed, I do believe that Palantir has massive growth potential for many years to come. Its solutions could have a huge impact in commerce as well as in the military and security fields. Thanks to close relations with customers (as laid out above), a proven track record, and strong talent - which is why stock-based compensation is so high, as that talent is expensive - Palantir should be able to deliver huge revenue growth throughout the 2020s.</p><p><blockquote>Palantir 的管理层相信，该公司有一天将成为世界上最重要的软件公司，尽管我认为这还远不能保证，但我确实相信 Palantir 在未来许多年里具有巨大的增长潜力。它的解决方案可能会对商业以及军事和安全领域产生巨大影响。得益于与客户的密切关系（如上所述）、良好的业绩记录和强大的人才（这就是为什么基于股票的薪酬如此之高，因为这种人才是昂贵的），Palantir 应该能够在整个 2020 年代实现巨大的收入增长。</blockquote></p><p> Management believes that revenue in 2024 will come in around $4 billion, and that aligns pretty well with&nbsp;analyst estimates. During its four quarters as a publicly traded company, Palantir has beaten analyst estimates on both lines four times, thus the company is establishing a pretty clear track record of outperforming expectations. It is, of course, not guaranteed that this will happen in the future, too, but I do believe that there is a pretty solid chance that Palantir could generate more than $4 billion in revenue in 2024. Let's still go with the $4 billion estimate and assume that revenue grows by 30% for the following three years, and by 25% between 2028 and 2030. If that were to happen, then Palantir would generate revenue of $17 billion in 2030, which would pencil out to a ~11x increase in nine years. What could a company with $17 billion in annual sales and 25% revenue growth be valued at?</p><p><blockquote>管理层认为 2024 年收入将达到 40 亿美元左右，这与分析师的预期非常一致。在作为一家上市公司的四个季度中，Palantir 在两条线上都四次超出了分析师的预期，因此该公司正在建立一个非常清晰的业绩超出预期的记录。当然，不能保证未来也会发生这种情况，但我确实相信 Palantir 很有可能在 2024 年产生超过 40 亿美元的收入。让我们仍然采用 40 亿美元的估计，并假设未来三年收入增长 30%，2028 年至 2030 年间增长 25%。如果发生这种情况，那么 Palantir 将在 2030 年产生 170 亿美元的收入，这将在 9 年内增长约 11 倍。一家年销售额为 170 亿美元、收入增长 25% 的公司的估值是多少？</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52c4b159657eb14f408b680d91dd91ca\" tg-width=\"635\" tg-height=\"515\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Major software players such as Microsoft (MSFT), Salesforce.com (CRM), and Adobe (ADBE) are growing by 15%-25% right now, and trade for 11x to 19x this year's sales today. Considering that Palantir does, in our scenario, grow a little faster than these three companies, a 15x sales multiple does not seem outrageous at all, I believe. Based on estimated sales of $17 billion, this gets us to a market capitalization of $255 billion nine years from now, or roughly 5.3x as much as today's market capitalization of $48 billion. This does, however, not mean that PLTR will see its shares climb by 430%, as we also have to consider the company's share count, which has been rising and which will likely continue to rise. It is hard to forecast where exactly the share count will stand nine years from now, as we don't know the trajectory of future share-based compensation and since PLTR might start to repurchase shares in the future. If we assume that the share count rises by 100 million a year (the share count has risen by 80 million shares over the last year, per YCharts), that pencils out to a share count of ~2.9 billion in 2030. Based on an expected market capitalization of $255 billion, this gets us to a share price of around $90 - or roughly 3.5x as much as today. In other words, if this scenario comes true, investors will generate a 9-year return of around 250%, or roughly 15% a year. That is not as outstanding as the returns one would have gotten when one held AMZN(AMZN)over the last nine years, for example, but an annual return in the ballpark of 15% is still highly attractive, I believe.</p><p><blockquote>微软 (MSFT)、Salesforce.com (CRM) 和 Adobe (ADBE) 等主要软件公司目前的销售额增长了 15%-25%，目前的交易额是今年销售额的 11 倍至 19 倍。考虑到在我们的场景中，Palantir 的增长速度确实比这三家公司快一点，我认为 15 倍的销售倍数似乎一点也不离谱。根据 170 亿美元的估计销售额，九年后我们的市值将达到 2550 亿美元，大约是今天 480 亿美元市值的 5.3 倍。然而，这并不意味着 PLTR 的股价将上涨 430%，因为我们还必须考虑该公司的股数，该公司的股数一直在上升，并且可能会继续上升。很难准确预测九年后的股票数量将处于什么位置，因为我们不知道未来基于股票的薪酬的轨迹，而且 PLTR 可能会在未来开始回购股票。如果我们假设股票数量每年增加 1 亿股（根据 YCharts 的数据，去年股票数量增加了 8000 万股），那么到 2030 年，股票数量约为 29 亿股。基于 2550 亿美元的预期市值，这使得我们的股价约为 90 美元，大约是今天的 3.5 倍。换句话说，如果这种情况成真，投资者将获得约 250% 的 9 年回报率，即每年约 15%。例如，这并不像过去九年持有 AMZN (AMZN) 所获得的回报那么出色，但我相信 15% 左右的年回报率仍然非常有吸引力。</blockquote></p><p> One can, of course, argue that this scenario is not realistic and that the growth rate should be higher or lower, or that the sales multiple in 2030 should be different. Still, I believe that this is a solid base case scenario that<i>might</i>be on the conservative side, considering Palantir Technologies' large potential across many different industries.</p><p><blockquote>当然，有人可能会说这种情况不现实，增长率应该更高或更低，或者2030年的销售倍数应该不同。尽管如此，我相信这是一个坚实的基本情况<i>可能</i>考虑到 Palantir Technologies 在许多不同行业的巨大潜力，请采取保守的立场。</blockquote></p><p> <b>PLTR Stock: Is Now A Good Time To Buy Or Sell?</b></p><p><blockquote><b>PLTR 股票：现在是买入还是卖出的好时机？</b></blockquote></p><p></p><p> Palantir is a very different stock compared to what I mostly cover, and what I primarily invest in. At current prices, PLTR looks quite expensive at first sight, trading at ~150x forward earnings. The company, however, offers massive growth potential, attractive fundamentals, and has a huge moat that could grow further once PLTR is IL-6 DoD approved.</p><p><blockquote>与我主要涵盖的股票和我主要投资的股票相比，Palantir 是一只非常不同的股票。按当前价格计算，PLTR 乍一看相当昂贵，交易价格约为远期市盈率的 150 倍。然而，该公司提供了巨大的增长潜力、有吸引力的基本面，并且拥有巨大的护城河，一旦 PLTR 获得 IL-6 国防部批准，该护城河可能会进一步增长。</blockquote></p><p> Palantir is not a low-risk stock, as the company is, like other high-growth stocks trading at high valuations, vulnerable to interest rate movements. On top of that, profitability has not been proven on a lasting basis yet, and we don't know the trajectory of share-based compensation expenses.</p><p><blockquote>Palantir 不是一只低风险股票，因为该公司与其他以高估值交易的高增长股票一样，容易受到利率变动的影响。最重要的是，盈利能力尚未得到持久证明，我们也不知道基于股票的薪酬支出的轨迹。</blockquote></p><p> Nevertheless, I believe that Palantir is a high-growth company that could deliver double-digit total returns in the long run, and due to a huge and fast-growing addressable market and a wide moat, I am willing to invest in this company - unlike many other highly-valued growth companies that I deem unattractive. Whether Palantir Technologies is a good fit for your portfolio depends on your individual goals and risk tolerance, of course, but I wouldn't be surprised to see PLTR rise at least three-fold by the end of the decade.</p><p><blockquote>尽管如此，我相信 Palantir 是一家高增长公司，从长远来看可以提供两位数的总回报，并且由于其庞大且快速增长的潜在市场和宽阔的护城河，我愿意投资这家公司——不像许多其他我认为没有吸引力的高估值成长型公司。当然，Palantir Technologies 是否适合您的投资组合取决于您的个人目标和风险承受能力，但如果看到 PLTR 在本十年末至少增长两倍，我不会感到惊讶。</blockquote></p><p> <b>Is This an Income Stream Which Induces Fear?</b></p><p><blockquote><b>这是一种引发恐惧的收入流吗？</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/6a958be03c050d5cdb47e6524217c231\" tg-width=\"542\" tg-height=\"324\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> The primary goal of the&nbsp;Cash Flow Kingdom Income Portfolio&nbsp;is to produce an overall yield in the 7% - 10% range. We accomplish this by combining several different income streams to form an attractive, steady portfolio payout. The portfolio's price can fluctuate, but the income stream remains consistent.</p><p><blockquote>现金流王国收入投资组合的主要目标是产生7%-10%范围内的整体收益率。我们通过结合几种不同的收入流来形成有吸引力的、稳定的投资组合支出来实现这一目标。投资组合的价格可能会波动，但收入流保持一致。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Stock Price Prediction: Outlook After U.S. Army Selection<blockquote>Palantir 股价预测：美国陆军选择后的展望</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 Price Prediction: Outlook After U.S. Army Selection<blockquote>Palantir 股价预测：美国陆军选择后的展望</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-10-23 09:50</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>Palantir's US Army contract is huge news for the company due to the contract's large size. The bigger picture is important as well - PLTR is highly competitive and trusted.</li>  <li>PLTR is one of just four IL-5 DoD-certified companies and is moving to IL-6, which should increase its moat further.</li>  <li>The company is seemingly expensive on a profit basis, but when we consider PLTR's growth outlook, shares could be a pretty good investment, nevertheless.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa0d32030c1112ab6f00943f9091b85b\" tg-width=\"768\" tg-height=\"516\" width=\"100%\" height=\"auto\"><span>Scott Olson/Getty Images News</span></p><p><blockquote><ul><li>由于合同规模庞大，Palantir 的美国陆军合同对该公司来说是一个巨大的消息。大局也很重要——PLTR 竞争激烈且值得信赖。</li><li>PLTR 是仅有的四家获得 IL-5 国防部认证的公司之一，并正在转向 IL-6，这将进一步增加其护城河。</li><li>就利润而言，该公司似乎很昂贵，但当我们考虑 PLTR 的增长前景时，股票仍然可能是一项相当不错的投资。</li></ul><p class=\"t-img-caption\"><span>斯科特奥尔森/盖蒂图片社新闻</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> Palantir Technologies (PLTR) remains a highly exciting, fast-growing tech company that continues to trade at an expensive valuation. The recent contract with the US Army shows, again, that its proprietary solutions are in a class of their own and that Palantir Technologies is very entrenched in government bodies, which should allow the company to deliver strong growth for many years. Palantir Technologies is not a low-risk pick, but I do believe that, in the long run, investors could see sizeable gains from this stock.</p><p><blockquote>Palantir Technologies (PLTR) 仍然是一家非常令人兴奋、快速发展的科技公司，继续以昂贵的估值进行交易。最近与美国陆军签订的合同再次表明，其专有解决方案是独一无二的，而且 Palantir Technologies 在政府机构中根深蒂固，这应该使该公司能够在未来多年实现强劲增长。Palantir Technologies 并不是一个低风险的选择，但我确实相信，从长远来看，投资者可以从这只股票中获得可观的收益。</blockquote></p><p> <b>Palantir &amp; US Army Contract</b></p><p><blockquote><b>Palantir 与美国陆军合同</b></blockquote></p><p> In early October, Palantir Technologies announced that it was selected by the US Army for a contract worth&nbsp;$823 million&nbsp;that will see the company deliver the Army Intelligence data fabric and analytics foundation for the&nbsp;<i>Capability Drop 2</i>&nbsp;(CD-2) program.</p><p><blockquote>10 月初，Palantir Technologies 宣布被美国陆军选中，签订一份价值 8.23 亿美元的合同，该公司将为美国陆军提供陆军情报数据结构和分析基础。<i>能力下降2</i>(CD-2)方案。</blockquote></p><p> For a company like Palantir, which generates revenue of around $1.5 billion a year right now, an $800+ million contract is huge, of course, but it should be noted that this contract will not see Palantir capture all of that revenue in a short period of time. On top of that, not necessarily all of that revenue will go to Palantir Technologies, as other vendors, e.g., for hardware, might take some share of the contract as well. A more bearish analyst&nbsp;noted&nbsp;that the administration has requested around $100 million for that contract in fiscal 2022, suggesting that it will take several years for Palantir to capture all of the revenue from that contract.</p><p><blockquote>对于像Palantir这样目前每年产生约15亿美元收入的公司来说，一份8亿多美元的合同当然是巨大的，但应该注意的是，这份合同不会让Palantir在短时间内获得所有收入。最重要的是，不一定所有的收入都会流向Palantir Technologies，因为其他供应商，例如硬件供应商，也可能从合同中分得一部分份额。一位更为悲观的分析师指出，政府已要求在 2022 财年为该合同拨款约 1 亿美元，这表明 Palantir 需要几年时间才能从该合同中获得所有收入。</blockquote></p><p> Still, this contract is a major positive, I believe, due to several reasons. First, the decision by the US Army to award the contract to Palantir Technologies suggests that Palantir remains a forerunner on a tech basis in the defense space, despite some analysts and commenters believing that Palantir's offering/services are very commoditized. If that were the case, the contract would likely have gone to a different company that sells its services and products at lower prices - remember that Palantir demands gross margins north of 70% on a company-wide basis. Customers would not be willing to pay that much for a commoditized product that could be supplied by anyone.</p><p><blockquote>尽管如此，我认为这份合同是一个重大的积极因素，原因有几个。首先，美国陆军将合同授予Palantir Technologies的决定表明，Palantir仍然是国防领域技术基础的先驱，尽管一些分析师和评论员认为Palantir的产品/服务非常商品化。如果是这样的话，合同可能会授予另一家以较低价格销售其服务和产品的公司——请记住，Palantir 要求全公司毛利率超过 70%。顾客不会愿意为任何人都可以提供的商品化产品支付那么多钱。</blockquote></p><p> The contract award by the US Army for such a large single contract also indicates that officials see Palantir as capable of delivering on large-scale contracts, despite the fact that Palantir Technologies is, by revenue and employer count, not a very large company today. Officials seem to believe that Palantir is able to execute well on these contracts, which, in turn, suggests that Palantir should have a good chance of getting other contracts of a similar size in the future.</p><p><blockquote>美国陆军授予如此大的单一合同也表明，官员们认为 Palantir 有能力交付大规模合同，尽管就收入和雇主而言，Palantir Technologies 目前并不是一家非常大的公司。官员们似乎相信 Palantir 能够很好地执行这些合同，这反过来又表明 Palantir 未来应该有很好的机会获得其他类似规模的合同。</blockquote></p><p> Palantir's strong position in the defense space versus possible competitors is also indicated by the fact that Palantir Technologies is one of just four companies with a level 5 (IL-5) Department of Defense SaaS approval:</p><p><blockquote>Palantir Technologies 是仅有的四家获得国防部 5 级 (IL-5) SaaS 批准的公司之一，这一事实也表明了 Palantir 在国防领域相对于潜在竞争对手的强势地位：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9381e77c84c44423e48d0947838946a3\" tg-width=\"1273\" tg-height=\"841\" width=\"100%\" height=\"auto\"><span>Source: Palantir</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir</span></p></blockquote></p><p> This alone gives Palantir a major edge versus competitors that are not approved for services this critical. Once Palantir moves to IL-6 approval - at which point the company could also handle DoD classified information - Palantir's moat versus competitors should grow further. Palantir's management believes that this will happen in the foreseeable future and that Palantir will likely be the first company to receive IL-6 approval overall. The defense market could be a huge market opportunity for Palantir Technologies over the next couple of years:</p><p><blockquote>仅此一点就给了 Palantir 相对于未获得如此关键服务批准的竞争对手的主要优势。一旦 Palantir 获得 IL-6 批准（届时该公司还可以处理国防部机密信息），Palantir 相对于竞争对手的护城河应该会进一步扩大。Palantir 管理层相信，这将在可预见的未来发生，并且 Palantir 可能会成为第一家获得 IL-6 整体批准的公司。未来几年，国防市场可能是 Palantir Technologies 的巨大市场机会：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63c9bdfc460b29e6a19e05ad9f2b1278\" tg-width=\"640\" tg-height=\"397\" width=\"100%\" height=\"auto\"><span>Source: nscai.gov (page 67 of full report)</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：nscai.gov（报告全文第67页）</span></p></blockquote></p><p></p><p> The National Security Commission on Artificial Intelligence forecasts that AI R&amp;D investments will grow to close to $80 billion by 2030. Palantir Technologies will not be able to address all of that market, as this does include hardware, implementation, etc., but even a couple of percentage points of market share would turn into a $1+ billion a year business. Considering that defense is just one of many markets Palantir Technologies is able to address, this seems highly encouraging - especially when we consider that Palantir is doing around $1.5 billion in revenue this year across all markets the company is active in.</p><p><blockquote>美国国家人工智能安全委员会预测，到2030年，人工智能R&amp;D投资将增长到接近800亿美元。Palantir Technologies将无法解决所有这些市场，因为这包括硬件、实施等。，但即使是几个百分点的市场份额也会变成每年10多亿美元的业务。考虑到国防只是 Palantir Technologies 能够解决的众多市场之一，这似乎非常令人鼓舞 - 特别是当我们考虑到 Palantir 今年在该公司活跃的所有市场的收入约为 15 亿美元时。</blockquote></p><p> Palantir Technologies has, thanks to other contracts with military customers, proven that the US Army contract was not an outlier. Instead, Palantir seems to work well with defense customers, which is why the company gets chosen for new contracts again and again - even by the US&nbsp;Space Force.</p><p><blockquote>由于与军事客户的其他合同，Palantir Technologies 已经证明美国陆军合同并不是一个例外。相反，Palantir 似乎与国防客户合作良好，这就是为什么该公司一次又一次地被选中签订新合同——甚至被美国太空军选中。</blockquote></p><p> <b>PLTR Stock Forecast</b></p><p><blockquote><b>PLTR 库存预测</b></blockquote></p><p> Palantir's management believes that the company will be the most important software player in the world one day, and even though I believe that this is far from guaranteed, I do believe that Palantir has massive growth potential for many years to come. Its solutions could have a huge impact in commerce as well as in the military and security fields. Thanks to close relations with customers (as laid out above), a proven track record, and strong talent - which is why stock-based compensation is so high, as that talent is expensive - Palantir should be able to deliver huge revenue growth throughout the 2020s.</p><p><blockquote>Palantir 的管理层相信，该公司有一天将成为世界上最重要的软件公司，尽管我认为这还远不能保证，但我确实相信 Palantir 在未来许多年里具有巨大的增长潜力。它的解决方案可能会对商业以及军事和安全领域产生巨大影响。得益于与客户的密切关系（如上所述）、良好的业绩记录和强大的人才（这就是为什么基于股票的薪酬如此之高，因为这种人才是昂贵的），Palantir 应该能够在整个 2020 年代实现巨大的收入增长。</blockquote></p><p> Management believes that revenue in 2024 will come in around $4 billion, and that aligns pretty well with&nbsp;analyst estimates. During its four quarters as a publicly traded company, Palantir has beaten analyst estimates on both lines four times, thus the company is establishing a pretty clear track record of outperforming expectations. It is, of course, not guaranteed that this will happen in the future, too, but I do believe that there is a pretty solid chance that Palantir could generate more than $4 billion in revenue in 2024. Let's still go with the $4 billion estimate and assume that revenue grows by 30% for the following three years, and by 25% between 2028 and 2030. If that were to happen, then Palantir would generate revenue of $17 billion in 2030, which would pencil out to a ~11x increase in nine years. What could a company with $17 billion in annual sales and 25% revenue growth be valued at?</p><p><blockquote>管理层认为 2024 年收入将达到 40 亿美元左右，这与分析师的预期非常一致。在作为一家上市公司的四个季度中，Palantir 在两条线上都四次超出了分析师的预期，因此该公司正在建立一个非常清晰的业绩超出预期的记录。当然，不能保证未来也会发生这种情况，但我确实相信 Palantir 很有可能在 2024 年产生超过 40 亿美元的收入。让我们仍然采用 40 亿美元的估计，并假设未来三年收入增长 30%，2028 年至 2030 年间增长 25%。如果发生这种情况，那么 Palantir 将在 2030 年产生 170 亿美元的收入，这将在 9 年内增长约 11 倍。一家年销售额为 170 亿美元、收入增长 25% 的公司的估值是多少？</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52c4b159657eb14f408b680d91dd91ca\" tg-width=\"635\" tg-height=\"515\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Major software players such as Microsoft (MSFT), Salesforce.com (CRM), and Adobe (ADBE) are growing by 15%-25% right now, and trade for 11x to 19x this year's sales today. Considering that Palantir does, in our scenario, grow a little faster than these three companies, a 15x sales multiple does not seem outrageous at all, I believe. Based on estimated sales of $17 billion, this gets us to a market capitalization of $255 billion nine years from now, or roughly 5.3x as much as today's market capitalization of $48 billion. This does, however, not mean that PLTR will see its shares climb by 430%, as we also have to consider the company's share count, which has been rising and which will likely continue to rise. It is hard to forecast where exactly the share count will stand nine years from now, as we don't know the trajectory of future share-based compensation and since PLTR might start to repurchase shares in the future. If we assume that the share count rises by 100 million a year (the share count has risen by 80 million shares over the last year, per YCharts), that pencils out to a share count of ~2.9 billion in 2030. Based on an expected market capitalization of $255 billion, this gets us to a share price of around $90 - or roughly 3.5x as much as today. In other words, if this scenario comes true, investors will generate a 9-year return of around 250%, or roughly 15% a year. That is not as outstanding as the returns one would have gotten when one held AMZN(AMZN)over the last nine years, for example, but an annual return in the ballpark of 15% is still highly attractive, I believe.</p><p><blockquote>微软 (MSFT)、Salesforce.com (CRM) 和 Adobe (ADBE) 等主要软件公司目前的销售额增长了 15%-25%，目前的交易额是今年销售额的 11 倍至 19 倍。考虑到在我们的场景中，Palantir 的增长速度确实比这三家公司快一点，我认为 15 倍的销售倍数似乎一点也不离谱。根据 170 亿美元的估计销售额，九年后我们的市值将达到 2550 亿美元，大约是今天 480 亿美元市值的 5.3 倍。然而，这并不意味着 PLTR 的股价将上涨 430%，因为我们还必须考虑该公司的股数，该公司的股数一直在上升，并且可能会继续上升。很难准确预测九年后的股票数量将处于什么位置，因为我们不知道未来基于股票的薪酬的轨迹，而且 PLTR 可能会在未来开始回购股票。如果我们假设股票数量每年增加 1 亿股（根据 YCharts 的数据，去年股票数量增加了 8000 万股），那么到 2030 年，股票数量约为 29 亿股。基于 2550 亿美元的预期市值，这使得我们的股价约为 90 美元，大约是今天的 3.5 倍。换句话说，如果这种情况成真，投资者将获得约 250% 的 9 年回报率，即每年约 15%。例如，这并不像过去九年持有 AMZN (AMZN) 所获得的回报那么出色，但我相信 15% 左右的年回报率仍然非常有吸引力。</blockquote></p><p> One can, of course, argue that this scenario is not realistic and that the growth rate should be higher or lower, or that the sales multiple in 2030 should be different. Still, I believe that this is a solid base case scenario that<i>might</i>be on the conservative side, considering Palantir Technologies' large potential across many different industries.</p><p><blockquote>当然，有人可能会说这种情况不现实，增长率应该更高或更低，或者2030年的销售倍数应该不同。尽管如此，我相信这是一个坚实的基本情况<i>可能</i>考虑到 Palantir Technologies 在许多不同行业的巨大潜力，请采取保守的立场。</blockquote></p><p> <b>PLTR Stock: Is Now A Good Time To Buy Or Sell?</b></p><p><blockquote><b>PLTR 股票：现在是买入还是卖出的好时机？</b></blockquote></p><p></p><p> Palantir is a very different stock compared to what I mostly cover, and what I primarily invest in. At current prices, PLTR looks quite expensive at first sight, trading at ~150x forward earnings. The company, however, offers massive growth potential, attractive fundamentals, and has a huge moat that could grow further once PLTR is IL-6 DoD approved.</p><p><blockquote>与我主要涵盖的股票和我主要投资的股票相比，Palantir 是一只非常不同的股票。按当前价格计算，PLTR 乍一看相当昂贵，交易价格约为远期市盈率的 150 倍。然而，该公司提供了巨大的增长潜力、有吸引力的基本面，并且拥有巨大的护城河，一旦 PLTR 获得 IL-6 国防部批准，该护城河可能会进一步增长。</blockquote></p><p> Palantir is not a low-risk stock, as the company is, like other high-growth stocks trading at high valuations, vulnerable to interest rate movements. On top of that, profitability has not been proven on a lasting basis yet, and we don't know the trajectory of share-based compensation expenses.</p><p><blockquote>Palantir 不是一只低风险股票，因为该公司与其他以高估值交易的高增长股票一样，容易受到利率变动的影响。最重要的是，盈利能力尚未得到持久证明，我们也不知道基于股票的薪酬支出的轨迹。</blockquote></p><p> Nevertheless, I believe that Palantir is a high-growth company that could deliver double-digit total returns in the long run, and due to a huge and fast-growing addressable market and a wide moat, I am willing to invest in this company - unlike many other highly-valued growth companies that I deem unattractive. Whether Palantir Technologies is a good fit for your portfolio depends on your individual goals and risk tolerance, of course, but I wouldn't be surprised to see PLTR rise at least three-fold by the end of the decade.</p><p><blockquote>尽管如此，我相信 Palantir 是一家高增长公司，从长远来看可以提供两位数的总回报，并且由于其庞大且快速增长的潜在市场和宽阔的护城河，我愿意投资这家公司——不像许多其他我认为没有吸引力的高估值成长型公司。当然，Palantir Technologies 是否适合您的投资组合取决于您的个人目标和风险承受能力，但如果看到 PLTR 在本十年末至少增长两倍，我不会感到惊讶。</blockquote></p><p> <b>Is This an Income Stream Which Induces Fear?</b></p><p><blockquote><b>这是一种引发恐惧的收入流吗？</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/6a958be03c050d5cdb47e6524217c231\" tg-width=\"542\" tg-height=\"324\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> The primary goal of the&nbsp;Cash Flow Kingdom Income Portfolio&nbsp;is to produce an overall yield in the 7% - 10% range. We accomplish this by combining several different income streams to form an attractive, steady portfolio payout. The portfolio's price can fluctuate, but the income stream remains consistent.</p><p><blockquote>现金流王国收入投资组合的主要目标是产生7%-10%范围内的整体收益率。我们通过结合几种不同的收入流来形成有吸引力的、稳定的投资组合支出来实现这一目标。投资组合的价格可能会波动，但收入流保持一致。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4461220-palantir-stock-price-prediction\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4461220-palantir-stock-price-prediction","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177255738","content_text":"Summary\n\nPalantir's US Army contract is huge news for the company due to the contract's large size. The bigger picture is important as well - PLTR is highly competitive and trusted.\nPLTR is one of just four IL-5 DoD-certified companies and is moving to IL-6, which should increase its moat further.\nThe company is seemingly expensive on a profit basis, but when we consider PLTR's growth outlook, shares could be a pretty good investment, nevertheless.\n\nScott Olson/Getty Images News\nArticle Thesis\nPalantir Technologies (PLTR) remains a highly exciting, fast-growing tech company that continues to trade at an expensive valuation. The recent contract with the US Army shows, again, that its proprietary solutions are in a class of their own and that Palantir Technologies is very entrenched in government bodies, which should allow the company to deliver strong growth for many years. Palantir Technologies is not a low-risk pick, but I do believe that, in the long run, investors could see sizeable gains from this stock.\nPalantir & US Army Contract\nIn early October, Palantir Technologies announced that it was selected by the US Army for a contract worth $823 million that will see the company deliver the Army Intelligence data fabric and analytics foundation for the Capability Drop 2 (CD-2) program.\nFor a company like Palantir, which generates revenue of around $1.5 billion a year right now, an $800+ million contract is huge, of course, but it should be noted that this contract will not see Palantir capture all of that revenue in a short period of time. On top of that, not necessarily all of that revenue will go to Palantir Technologies, as other vendors, e.g., for hardware, might take some share of the contract as well. A more bearish analyst noted that the administration has requested around $100 million for that contract in fiscal 2022, suggesting that it will take several years for Palantir to capture all of the revenue from that contract.\nStill, this contract is a major positive, I believe, due to several reasons. First, the decision by the US Army to award the contract to Palantir Technologies suggests that Palantir remains a forerunner on a tech basis in the defense space, despite some analysts and commenters believing that Palantir's offering/services are very commoditized. If that were the case, the contract would likely have gone to a different company that sells its services and products at lower prices - remember that Palantir demands gross margins north of 70% on a company-wide basis. Customers would not be willing to pay that much for a commoditized product that could be supplied by anyone.\nThe contract award by the US Army for such a large single contract also indicates that officials see Palantir as capable of delivering on large-scale contracts, despite the fact that Palantir Technologies is, by revenue and employer count, not a very large company today. Officials seem to believe that Palantir is able to execute well on these contracts, which, in turn, suggests that Palantir should have a good chance of getting other contracts of a similar size in the future.\nPalantir's strong position in the defense space versus possible competitors is also indicated by the fact that Palantir Technologies is one of just four companies with a level 5 (IL-5) Department of Defense SaaS approval:\nSource: Palantir\nThis alone gives Palantir a major edge versus competitors that are not approved for services this critical. Once Palantir moves to IL-6 approval - at which point the company could also handle DoD classified information - Palantir's moat versus competitors should grow further. Palantir's management believes that this will happen in the foreseeable future and that Palantir will likely be the first company to receive IL-6 approval overall. The defense market could be a huge market opportunity for Palantir Technologies over the next couple of years:\nSource: nscai.gov (page 67 of full report)\nThe National Security Commission on Artificial Intelligence forecasts that AI R&D investments will grow to close to $80 billion by 2030. Palantir Technologies will not be able to address all of that market, as this does include hardware, implementation, etc., but even a couple of percentage points of market share would turn into a $1+ billion a year business. Considering that defense is just one of many markets Palantir Technologies is able to address, this seems highly encouraging - especially when we consider that Palantir is doing around $1.5 billion in revenue this year across all markets the company is active in.\nPalantir Technologies has, thanks to other contracts with military customers, proven that the US Army contract was not an outlier. Instead, Palantir seems to work well with defense customers, which is why the company gets chosen for new contracts again and again - even by the US Space Force.\nPLTR Stock Forecast\nPalantir's management believes that the company will be the most important software player in the world one day, and even though I believe that this is far from guaranteed, I do believe that Palantir has massive growth potential for many years to come. Its solutions could have a huge impact in commerce as well as in the military and security fields. Thanks to close relations with customers (as laid out above), a proven track record, and strong talent - which is why stock-based compensation is so high, as that talent is expensive - Palantir should be able to deliver huge revenue growth throughout the 2020s.\nManagement believes that revenue in 2024 will come in around $4 billion, and that aligns pretty well with analyst estimates. During its four quarters as a publicly traded company, Palantir has beaten analyst estimates on both lines four times, thus the company is establishing a pretty clear track record of outperforming expectations. It is, of course, not guaranteed that this will happen in the future, too, but I do believe that there is a pretty solid chance that Palantir could generate more than $4 billion in revenue in 2024. Let's still go with the $4 billion estimate and assume that revenue grows by 30% for the following three years, and by 25% between 2028 and 2030. If that were to happen, then Palantir would generate revenue of $17 billion in 2030, which would pencil out to a ~11x increase in nine years. What could a company with $17 billion in annual sales and 25% revenue growth be valued at?\nData by YCharts\nMajor software players such as Microsoft (MSFT), Salesforce.com (CRM), and Adobe (ADBE) are growing by 15%-25% right now, and trade for 11x to 19x this year's sales today. Considering that Palantir does, in our scenario, grow a little faster than these three companies, a 15x sales multiple does not seem outrageous at all, I believe. Based on estimated sales of $17 billion, this gets us to a market capitalization of $255 billion nine years from now, or roughly 5.3x as much as today's market capitalization of $48 billion. This does, however, not mean that PLTR will see its shares climb by 430%, as we also have to consider the company's share count, which has been rising and which will likely continue to rise. It is hard to forecast where exactly the share count will stand nine years from now, as we don't know the trajectory of future share-based compensation and since PLTR might start to repurchase shares in the future. If we assume that the share count rises by 100 million a year (the share count has risen by 80 million shares over the last year, per YCharts), that pencils out to a share count of ~2.9 billion in 2030. Based on an expected market capitalization of $255 billion, this gets us to a share price of around $90 - or roughly 3.5x as much as today. In other words, if this scenario comes true, investors will generate a 9-year return of around 250%, or roughly 15% a year. That is not as outstanding as the returns one would have gotten when one held AMZN(AMZN)over the last nine years, for example, but an annual return in the ballpark of 15% is still highly attractive, I believe.\nOne can, of course, argue that this scenario is not realistic and that the growth rate should be higher or lower, or that the sales multiple in 2030 should be different. Still, I believe that this is a solid base case scenario thatmightbe on the conservative side, considering Palantir Technologies' large potential across many different industries.\nPLTR Stock: Is Now A Good Time To Buy Or Sell?\nPalantir is a very different stock compared to what I mostly cover, and what I primarily invest in. At current prices, PLTR looks quite expensive at first sight, trading at ~150x forward earnings. The company, however, offers massive growth potential, attractive fundamentals, and has a huge moat that could grow further once PLTR is IL-6 DoD approved.\nPalantir is not a low-risk stock, as the company is, like other high-growth stocks trading at high valuations, vulnerable to interest rate movements. On top of that, profitability has not been proven on a lasting basis yet, and we don't know the trajectory of share-based compensation expenses.\nNevertheless, I believe that Palantir is a high-growth company that could deliver double-digit total returns in the long run, and due to a huge and fast-growing addressable market and a wide moat, I am willing to invest in this company - unlike many other highly-valued growth companies that I deem unattractive. Whether Palantir Technologies is a good fit for your portfolio depends on your individual goals and risk tolerance, of course, but I wouldn't be surprised to see PLTR rise at least three-fold by the end of the decade.\nIs This an Income Stream Which Induces Fear?\n\nThe primary goal of the Cash Flow Kingdom Income Portfolio is to produce an overall yield in the 7% - 10% range. We accomplish this by combining several different income streams to form an attractive, steady portfolio payout. The portfolio's price can fluctuate, but the income stream remains consistent.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":1195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":851488202,"gmtCreate":1634921451035,"gmtModify":1634921451205,"author":{"id":"4087384441438000","authorId":"4087384441438000","name":"countinghoes","avatar":"https://static.tigerbbs.com/d2c6a64aa9b725bb5808ba07d517158c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087384441438000","idStr":"4087384441438000"},"themes":[],"title":"","htmlText":"Sell the news","listText":"Sell the news","text":"Sell the news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/851488202","repostId":"1176524145","repostType":4,"isVote":1,"tweetType":1,"viewCount":1027,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853490036,"gmtCreate":1634827663182,"gmtModify":1634827900456,"author":{"id":"4087384441438000","authorId":"4087384441438000","name":"countinghoes","avatar":"https://static.tigerbbs.com/d2c6a64aa9b725bb5808ba07d517158c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087384441438000","idStr":"4087384441438000"},"themes":[],"title":"","htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/853490036","repostId":"1168939621","repostType":4,"repost":{"id":"1168939621","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1634826381,"share":"https://www.laohunote.com/m/news/1168939621?lang=zh_CN&edition=full","pubTime":"2021-10-21 22:26","market":"us","language":"en","title":"Thursday's Market Minute: Will ARKK Stay Afloat Against Technical Tides?<blockquote>周四市场纪要：ARKK 能否在技术浪潮中保持漂浮？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1168939621","media":"Benzinga Earnings","summary":"The ARK Innovation ETF (ARKK) is at a potentially critical point on the charts. Cathie Wood’s flagsh","content":"<p>The ARK Innovation ETF (ARKK) is at a potentially critical point on the charts. Cathie Wood’s flagship fund is down about 4.5% on the year after facing choppy waters in terms of price action, although more recently it’s up over 11% since recent lows on Oct. 4. Yet now, ARKK seems to have faced rejection at the intersection of the yearly Linear Regression Line and the top of a downward trendline formed by the June and September highs near 120. The Linear Regression Line itself is notable because it’s practically flat with only a slight downward tilt, meaning that the “line of best fit” reflects almost no directional trend based on the past year’s closing prices.</p><p><blockquote>ARK Innovation ETF (ARKK) 正处于图表上的潜在关键点。凯西-伍德（Cathie Wood）的旗舰基金在价格波动方面面临波涛汹涌的局面后，今年以来下跌了约 4.5%，不过最近自 10 月 4 日的近期低点以来已上涨超过 11%。然而现在，ARKK 似乎在年度线性回归线与 6 月和 9 月高点 120 附近形成的下降趋势线顶部的交叉点处面临拒绝。线性回归线本身值得注意，因为它几乎是平坦的，只有轻微的向下倾斜，这意味着 “最佳拟合线 ”几乎没有反映基于去年收盘价的方向性趋势。</blockquote></p><p> If the rally continues, look for potential resistance in the 122-124 area, as this represents both the 200-day Simple Moving Average and the area of heaviest trading activity according to the yearly Volume Profile Point of Control. If the advance falters, bulls may look to regroup near 117, which is the confluence of the 50-day Simple Moving Average and the 63-day Exponential Moving Average. At longer-term levels, the area near 114 has been a frequent point of both support and resistance, so this could be another place to watch. Beyond that, look for the lower level of the downward channel formed by the previously mentioned trendline, and another parallel line connecting the July and October lows, currently about 105.</p><p><blockquote>如果反弹继续，在122-124区域寻找潜在阻力，因为这代表了200天简单移动平均线和根据年度成交量曲线控制点交易活动最激烈的区域。如果前进步履蹒跚，多头可能会寻求在117附近重组，117是50日简单移动平均线和63日指数移动平均线的汇合点。在长期水平上，114附近的区域一直是支撑点和阻力点，因此这可能是另一个值得关注的地方。除此之外，寻找前面提到的趋势线形成的下降通道的较低水平，以及连接 7 月和 10 月低点的另一条平行线，目前约为 105。</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>Thursday's Market Minute: Will ARKK Stay Afloat Against Technical Tides?<blockquote>周四市场纪要：ARKK 能否在技术浪潮中保持漂浮？</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\">\nThursday's Market Minute: Will ARKK Stay Afloat Against Technical Tides?<blockquote>周四市场纪要：ARKK 能否在技术浪潮中保持漂浮？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time smaller\">2021-10-21 22:26</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>The ARK Innovation ETF (ARKK) is at a potentially critical point on the charts. Cathie Wood’s flagship fund is down about 4.5% on the year after facing choppy waters in terms of price action, although more recently it’s up over 11% since recent lows on Oct. 4. Yet now, ARKK seems to have faced rejection at the intersection of the yearly Linear Regression Line and the top of a downward trendline formed by the June and September highs near 120. The Linear Regression Line itself is notable because it’s practically flat with only a slight downward tilt, meaning that the “line of best fit” reflects almost no directional trend based on the past year’s closing prices.</p><p><blockquote>ARK Innovation ETF (ARKK) 正处于图表上的潜在关键点。凯西-伍德（Cathie Wood）的旗舰基金在价格波动方面面临波涛汹涌的局面后，今年以来下跌了约 4.5%，不过最近自 10 月 4 日的近期低点以来已上涨超过 11%。然而现在，ARKK 似乎在年度线性回归线与 6 月和 9 月高点 120 附近形成的下降趋势线顶部的交叉点处面临拒绝。线性回归线本身值得注意，因为它几乎是平坦的，只有轻微的向下倾斜，这意味着 “最佳拟合线 ”几乎没有反映基于去年收盘价的方向性趋势。</blockquote></p><p> If the rally continues, look for potential resistance in the 122-124 area, as this represents both the 200-day Simple Moving Average and the area of heaviest trading activity according to the yearly Volume Profile Point of Control. If the advance falters, bulls may look to regroup near 117, which is the confluence of the 50-day Simple Moving Average and the 63-day Exponential Moving Average. At longer-term levels, the area near 114 has been a frequent point of both support and resistance, so this could be another place to watch. Beyond that, look for the lower level of the downward channel formed by the previously mentioned trendline, and another parallel line connecting the July and October lows, currently about 105.</p><p><blockquote>如果反弹继续，在122-124区域寻找潜在阻力，因为这代表了200天简单移动平均线和根据年度成交量曲线控制点交易活动最激烈的区域。如果前进步履蹒跚，多头可能会寻求在117附近重组，117是50日简单移动平均线和63日指数移动平均线的汇合点。在长期水平上，114附近的区域一直是支撑点和阻力点，因此这可能是另一个值得关注的地方。除此之外，寻找前面提到的趋势线形成的下降通道的较低水平，以及连接 7 月和 10 月低点的另一条平行线，目前约为 105。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKK":"ARK Innovation ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168939621","content_text":"The ARK Innovation ETF (ARKK) is at a potentially critical point on the charts. Cathie Wood’s flagship fund is down about 4.5% on the year after facing choppy waters in terms of price action, although more recently it’s up over 11% since recent lows on Oct. 4. Yet now, ARKK seems to have faced rejection at the intersection of the yearly Linear Regression Line and the top of a downward trendline formed by the June and September highs near 120. The Linear Regression Line itself is notable because it’s practically flat with only a slight downward tilt, meaning that the “line of best fit” reflects almost no directional trend based on the past year’s closing prices.\nIf the rally continues, look for potential resistance in the 122-124 area, as this represents both the 200-day Simple Moving Average and the area of heaviest trading activity according to the yearly Volume Profile Point of Control. If the advance falters, bulls may look to regroup near 117, which is the confluence of the 50-day Simple Moving Average and the 63-day Exponential Moving Average. At longer-term levels, the area near 114 has been a frequent point of both support and resistance, so this could be another place to watch. Beyond that, look for the lower level of the downward channel formed by the previously mentioned trendline, and another parallel line connecting the July and October lows, currently about 105.","news_type":1,"symbols_score_info":{"ARKK":0.9}},"isVote":1,"tweetType":1,"viewCount":941,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":850172035,"gmtCreate":1634567783251,"gmtModify":1634567783339,"author":{"id":"4087384441438000","authorId":"4087384441438000","name":"countinghoes","avatar":"https://static.tigerbbs.com/d2c6a64aa9b725bb5808ba07d517158c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087384441438000","idStr":"4087384441438000"},"themes":[],"title":"","htmlText":"Incredible","listText":"Incredible","text":"Incredible","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/850172035","repostId":"1185155570","repostType":4,"repost":{"id":"1185155570","kind":"news","pubTimestamp":1634511079,"share":"https://www.laohunote.com/m/news/1185155570?lang=zh_CN&edition=full","pubTime":"2021-10-18 06:51","market":"us","language":"en","title":"Tesla, AT&T, Netflix, ASML, Snap and Other Stocks for Investors to Watch This Week<blockquote>特斯拉、AT&amp;T、Netflix、ASML、Snap和其他投资者本周值得关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1185155570","media":"Barrons","summary":"Seventy-two S&P 500 companies report earnings this week, as third-quarter earnings season ramps up. ","content":"<p>Seventy-two&nbsp;S&amp;P 500&nbsp;companies report earnings this week,&nbsp;as third-quarter earnings season ramps up. Several big U.S. banks got things off to a strong start last week. This week’s earnings highlights&nbsp;will include&nbsp;results from notable companies in telecom, consumer staples, energy, technology, health care, and the airline industry.</p><p><blockquote>随着第三季度财报季的加剧，72 家标普500公司本周公布了财报。几家美国大银行上周开局强劲。本周的财报亮点将包括电信、必需消费品、能源、科技、医疗保健和航空业等知名公司的业绩。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/685ba1e7f4763c12a3c0159fc2469ded\" tg-width=\"1878\" tg-height=\"2461\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Albertsons and&nbsp;State Street&nbsp;get the ball rolling on Monday.Procter &amp; Gamble,Halliburton,and&nbsp;Johnson &amp; Johnson&nbsp;are Tuesday morning’s highlights, followed by&nbsp;Netflix&nbsp;and&nbsp;United Airlines Holdings&nbsp;after the market closes.</p><p><blockquote>宝洁公司（Albertsons）和道富银行（State Street）将在周一大放异彩。宝洁公司（Procter &amp; Gamble）、哈里伯顿公司（Halliburton）和强生公司（Johnson &amp; Johnson）是周二上午的亮点，Netflix 和美国联合航空公司（United Airlines Holdings）将在收盘后紧随其后。</blockquote></p><p> On Wednesday,Verizon Communications,IBM,and Tesla will get the most attention.AT&amp;T, American Airlines Group,Southwest Airlines,and&nbsp;Chipotle Mexican Grill&nbsp;report on Thursday, then&nbsp;American Express,Schlumberger,and&nbsp;Honeywell International&nbsp;close the week on Friday.</p><p><blockquote>周三，威瑞森通信公司、IBM 和特斯拉将受到最多的关注。美国电话电报公司、美国航空集团、西南航空和 Chipotle Mexican Grill 将于周四发布报告，随后美国运通、斯伦贝谢和霍尼韦尔国际公司将于周五收盘。</blockquote></p><p> Economic data highlights this week include the Conference Board’s Leading Economic Index for September on Thursday and&nbsp;IHS Markit’s&nbsp;Manufacturing and Services Purchasing Managers’ indexes for October on Friday. All are seen easing back from their prior months’ levels.</p><p><blockquote>本周的经济数据亮点包括周四公布的世界大型企业联合会9月份领先经济指数和周五公布的IHS Markit 10月份制造业和服务业采购经理人指数。所有人都从前几个月的水平回落了。</blockquote></p><p> Other releases this week include the Federal Reserve’s most recent Beige Book, describing economic conditions across the U.S., and a pair of September housing-market indicators: The Census Bureau reports new residential construction data on Tuesday and the National Association of Realtors reports existing-home sales on Thursday.</p><p><blockquote>本周发布的其他数据包括美联储最新发布的褐皮书（描述了美国各地的经济状况），以及 9 月份的两项房地产市场指标： 美国人口普查局（Census Bureau）将于周二报告新的住宅建设数据，全国房地产经纪人协会（National Association of Realtors）将于周四报告现房销售情况。</blockquote></p><p> <b>Monday 10/18</b></p><p><blockquote><b>10/18星期一</b></blockquote></p><p> <b>The Federal Reserve</b>&nbsp;releases industrial production data for September. Economists are looking for a 0.20% rise after a 0.4% increase in August. Capacity utilization is expected at 76.5% for September, roughly in line with August’s 76.4%.</p><p><blockquote><b>美联储</b>公布9月份工业生产数据。继 8 月份上涨 0.4% 之后，经济学家预计上涨 0.20%。预计 9 月份的产能利用率为 76.5%，与 8 月份的 76.4% 大致持平。</blockquote></p><p> Albertsons, Philips, Steel Dynamics, and State Street are among companies releasing quarterly financial results.</p><p><blockquote>艾伯森、飞利浦、Steel Dynamics和道富银行等公司发布了季度财务业绩。</blockquote></p><p> <b>Tuesday 10/19</b></p><p><blockquote><b>星期二 10/19</b></blockquote></p><p> <b>The Census Bureau</b> reports new residential construction data for September. Economists forecast a seasonally adjusted annual rate of 1.623 million housing starts, compared with 1.615 million in August.</p><p><blockquote><b>人口普查局</b>报告9月份新住宅建设数据。经济学家预测，经季节性调整后的新屋开工年率为 162.3 万套，而 8 月份为 161.5 万套。</blockquote></p><p> Halliburton, Procter &amp; Gamble, Johnson &amp; Johnson, Synchrony, Travelers, Philip Morris International, Kansas City Southern, WD-40, Interactive Brokers Group, Netflix, ManpowerGroup, Dover, and Canadian National Railway are among companies hosting earnings conference calls.</p><p><blockquote>Halliburton、Procter &amp; Gamble、Johnson &amp; Johnson、Synchrony、Travelers、Philip Morris International、Kansas City Southern、WD-40、Interactive Brokers Group、Netflix、ManpowerGroup、Dover 和加拿大国家铁路公司等公司在评级举办了财报会议。</blockquote></p><p> <b>Wednesday 10/20</b></p><p><blockquote><b>星期三10/20</b></blockquote></p><p> <b>The Federal Reserve</b> releases its beige book about current economic conditions across the central bank’s 12 districts.</p><p><blockquote><b>美联储</b>发布关于中央银行 12 个地区当前经济状况的褐皮书。</blockquote></p><p> Abbott Laboratories, Biogen, NextEra Energy, ASML Holding, Nasdaq, Canadian Pacific Railway, Verizon Communications, CSX, Lam Research, Tesla, IBM, and Anthem discuss quarterly financial results.</p><p><blockquote>雅培实验室、百健、NextEra Energy、ASML Holding、纳斯达克、加拿大太平洋铁路、威瑞森通信、CSX、Lam Research、特斯拉、IBM 和 Anthem 讨论季度财务业绩。</blockquote></p><p> <b>Thursday 10/21</b></p><p><blockquote><b>星期四 10/21</b></blockquote></p><p> <b>The National Association</b> of Realtors reports existing-home sales for September. Economists forecast a seasonally adjusted annual rate of 6.10 million homes sold, compared with 5.88 million homes in August.</p><p><blockquote><b>全国协会</b>房地产经纪人报告9月份的现房销售情况。经济学家预测，经季节性调整后的年销量为610万套，而8月份为588万套。</blockquote></p><p> Dow, Freeport-McMoRan, Genuine Parts, Southwest Airlines, Valero Energy, Blackstone, Quest Diagnostics, Snap-on, Tractor Supply, Barclays, Danaher, AT&amp;T, Nucor, American Airlines Group, AutoNation, Valero Energy, SL Green Realty, Intel, Snap, Boston Beer, Mattel, and Chipotle Mexican Grill host earnings conference calls to discuss quarterly results.</p><p><blockquote>陶氏化学、自由港麦克莫兰、Genuine Parts、西南航空、Valero Energy、黑石、Quest Diagnostics、Snap安、拖拉机供应、巴克莱银行、丹纳赫、美国电话电报公司、纽柯、美国航空集团、AutoNation、Valero Energy、SL Green Realty、英特尔、Snap、Boston Beer、美泰和Chipotle Mexican Grill在评级举办财报会议，讨论季度业绩。</blockquote></p><p> <b>The Philadelphia Fed</b>&nbsp;diffusion index, a measure of overall manufacturing activity, is expected to fall to 24 in October from September’s 30.7 reading.</p><p><blockquote><b>费城联储</b>衡量整体制造业活动的扩散指数预计将从 9 月份的 30.7 降至 10 月份的 24。</blockquote></p><p> <b>The Conference Board</b>&nbsp;releases its Leading Economic Index for September. Expectations are for a 0.50% rise, after August’s 0.90% gain.</p><p><blockquote><b>会议委员会</b>发布9月份领先经济指数。继 8 月份上涨 0.90% 之后，预计上涨 0.50%。</blockquote></p><p> <b>Friday 10/22</b></p><p><blockquote><b>10/22星期五</b></blockquote></p><p> <b>IHS Markit releases</b>&nbsp;the Manufacturing and Services Purchasing Managers’ indexes for October. Consensus estimate for the Manufacturing PMI is 60.3, while the Services PMI is expected to be 54.7, compared with 60.7 and 54.9, respectively, in September.</p><p><blockquote><b>IHS Markit 发布</b>10月份制造业和服务业采购经理人指数。制造业PMI的普遍预期为60.3，而服务业PMI预计为54.7，而9月份分别为60.7和54.9。</blockquote></p><p> Whirlpool, Honeywell, Cleveland-Cliffs, Celanese, HCA Healthcare, Schlumberger, Seagate Technology Holdings, VF Corp., and American Express host investor conference calls.</p><p><blockquote>惠而浦、霍尼韦尔、Cleveland-Cliffs、塞拉尼斯、HCA Healthcare、斯伦贝谢、希捷科技控股公司、VF公司和美国运通主办了评级投资者会议。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla, AT&T, Netflix, ASML, Snap and Other Stocks for Investors to Watch This Week<blockquote>特斯拉、AT&amp;T、Netflix、ASML、Snap和其他投资者本周值得关注的股票</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\">\nTesla, AT&T, Netflix, ASML, Snap and Other Stocks for Investors to Watch This Week<blockquote>特斯拉、AT&amp;T、Netflix、ASML、Snap和其他投资者本周值得关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-10-18 06:51</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Seventy-two&nbsp;S&amp;P 500&nbsp;companies report earnings this week,&nbsp;as third-quarter earnings season ramps up. Several big U.S. banks got things off to a strong start last week. This week’s earnings highlights&nbsp;will include&nbsp;results from notable companies in telecom, consumer staples, energy, technology, health care, and the airline industry.</p><p><blockquote>随着第三季度财报季的加剧，72 家标普500公司本周公布了财报。几家美国大银行上周开局强劲。本周的财报亮点将包括电信、必需消费品、能源、科技、医疗保健和航空业等知名公司的业绩。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/685ba1e7f4763c12a3c0159fc2469ded\" tg-width=\"1878\" tg-height=\"2461\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Albertsons and&nbsp;State Street&nbsp;get the ball rolling on Monday.Procter &amp; Gamble,Halliburton,and&nbsp;Johnson &amp; Johnson&nbsp;are Tuesday morning’s highlights, followed by&nbsp;Netflix&nbsp;and&nbsp;United Airlines Holdings&nbsp;after the market closes.</p><p><blockquote>宝洁公司（Albertsons）和道富银行（State Street）将在周一大放异彩。宝洁公司（Procter &amp; Gamble）、哈里伯顿公司（Halliburton）和强生公司（Johnson &amp; Johnson）是周二上午的亮点，Netflix 和美国联合航空公司（United Airlines Holdings）将在收盘后紧随其后。</blockquote></p><p> On Wednesday,Verizon Communications,IBM,and Tesla will get the most attention.AT&amp;T, American Airlines Group,Southwest Airlines,and&nbsp;Chipotle Mexican Grill&nbsp;report on Thursday, then&nbsp;American Express,Schlumberger,and&nbsp;Honeywell International&nbsp;close the week on Friday.</p><p><blockquote>周三，威瑞森通信公司、IBM 和特斯拉将受到最多的关注。美国电话电报公司、美国航空集团、西南航空和 Chipotle Mexican Grill 将于周四发布报告，随后美国运通、斯伦贝谢和霍尼韦尔国际公司将于周五收盘。</blockquote></p><p> Economic data highlights this week include the Conference Board’s Leading Economic Index for September on Thursday and&nbsp;IHS Markit’s&nbsp;Manufacturing and Services Purchasing Managers’ indexes for October on Friday. All are seen easing back from their prior months’ levels.</p><p><blockquote>本周的经济数据亮点包括周四公布的世界大型企业联合会9月份领先经济指数和周五公布的IHS Markit 10月份制造业和服务业采购经理人指数。所有人都从前几个月的水平回落了。</blockquote></p><p> Other releases this week include the Federal Reserve’s most recent Beige Book, describing economic conditions across the U.S., and a pair of September housing-market indicators: The Census Bureau reports new residential construction data on Tuesday and the National Association of Realtors reports existing-home sales on Thursday.</p><p><blockquote>本周发布的其他数据包括美联储最新发布的褐皮书（描述了美国各地的经济状况），以及 9 月份的两项房地产市场指标： 美国人口普查局（Census Bureau）将于周二报告新的住宅建设数据，全国房地产经纪人协会（National Association of Realtors）将于周四报告现房销售情况。</blockquote></p><p> <b>Monday 10/18</b></p><p><blockquote><b>10/18星期一</b></blockquote></p><p> <b>The Federal Reserve</b>&nbsp;releases industrial production data for September. Economists are looking for a 0.20% rise after a 0.4% increase in August. Capacity utilization is expected at 76.5% for September, roughly in line with August’s 76.4%.</p><p><blockquote><b>美联储</b>公布9月份工业生产数据。继 8 月份上涨 0.4% 之后，经济学家预计上涨 0.20%。预计 9 月份的产能利用率为 76.5%，与 8 月份的 76.4% 大致持平。</blockquote></p><p> Albertsons, Philips, Steel Dynamics, and State Street are among companies releasing quarterly financial results.</p><p><blockquote>艾伯森、飞利浦、Steel Dynamics和道富银行等公司发布了季度财务业绩。</blockquote></p><p> <b>Tuesday 10/19</b></p><p><blockquote><b>星期二 10/19</b></blockquote></p><p> <b>The Census Bureau</b> reports new residential construction data for September. Economists forecast a seasonally adjusted annual rate of 1.623 million housing starts, compared with 1.615 million in August.</p><p><blockquote><b>人口普查局</b>报告9月份新住宅建设数据。经济学家预测，经季节性调整后的新屋开工年率为 162.3 万套，而 8 月份为 161.5 万套。</blockquote></p><p> Halliburton, Procter &amp; Gamble, Johnson &amp; Johnson, Synchrony, Travelers, Philip Morris International, Kansas City Southern, WD-40, Interactive Brokers Group, Netflix, ManpowerGroup, Dover, and Canadian National Railway are among companies hosting earnings conference calls.</p><p><blockquote>Halliburton、Procter &amp; Gamble、Johnson &amp; Johnson、Synchrony、Travelers、Philip Morris International、Kansas City Southern、WD-40、Interactive Brokers Group、Netflix、ManpowerGroup、Dover 和加拿大国家铁路公司等公司在评级举办了财报会议。</blockquote></p><p> <b>Wednesday 10/20</b></p><p><blockquote><b>星期三10/20</b></blockquote></p><p> <b>The Federal Reserve</b> releases its beige book about current economic conditions across the central bank’s 12 districts.</p><p><blockquote><b>美联储</b>发布关于中央银行 12 个地区当前经济状况的褐皮书。</blockquote></p><p> Abbott Laboratories, Biogen, NextEra Energy, ASML Holding, Nasdaq, Canadian Pacific Railway, Verizon Communications, CSX, Lam Research, Tesla, IBM, and Anthem discuss quarterly financial results.</p><p><blockquote>雅培实验室、百健、NextEra Energy、ASML Holding、纳斯达克、加拿大太平洋铁路、威瑞森通信、CSX、Lam Research、特斯拉、IBM 和 Anthem 讨论季度财务业绩。</blockquote></p><p> <b>Thursday 10/21</b></p><p><blockquote><b>星期四 10/21</b></blockquote></p><p> <b>The National Association</b> of Realtors reports existing-home sales for September. Economists forecast a seasonally adjusted annual rate of 6.10 million homes sold, compared with 5.88 million homes in August.</p><p><blockquote><b>全国协会</b>房地产经纪人报告9月份的现房销售情况。经济学家预测，经季节性调整后的年销量为610万套，而8月份为588万套。</blockquote></p><p> Dow, Freeport-McMoRan, Genuine Parts, Southwest Airlines, Valero Energy, Blackstone, Quest Diagnostics, Snap-on, Tractor Supply, Barclays, Danaher, AT&amp;T, Nucor, American Airlines Group, AutoNation, Valero Energy, SL Green Realty, Intel, Snap, Boston Beer, Mattel, and Chipotle Mexican Grill host earnings conference calls to discuss quarterly results.</p><p><blockquote>陶氏化学、自由港麦克莫兰、Genuine Parts、西南航空、Valero Energy、黑石、Quest Diagnostics、Snap安、拖拉机供应、巴克莱银行、丹纳赫、美国电话电报公司、纽柯、美国航空集团、AutoNation、Valero Energy、SL Green Realty、英特尔、Snap、Boston Beer、美泰和Chipotle Mexican Grill在评级举办财报会议，讨论季度业绩。</blockquote></p><p> <b>The Philadelphia Fed</b>&nbsp;diffusion index, a measure of overall manufacturing activity, is expected to fall to 24 in October from September’s 30.7 reading.</p><p><blockquote><b>费城联储</b>衡量整体制造业活动的扩散指数预计将从 9 月份的 30.7 降至 10 月份的 24。</blockquote></p><p> <b>The Conference Board</b>&nbsp;releases its Leading Economic Index for September. Expectations are for a 0.50% rise, after August’s 0.90% gain.</p><p><blockquote><b>会议委员会</b>发布9月份领先经济指数。继 8 月份上涨 0.90% 之后，预计上涨 0.50%。</blockquote></p><p> <b>Friday 10/22</b></p><p><blockquote><b>10/22星期五</b></blockquote></p><p> <b>IHS Markit releases</b>&nbsp;the Manufacturing and Services Purchasing Managers’ indexes for October. Consensus estimate for the Manufacturing PMI is 60.3, while the Services PMI is expected to be 54.7, compared with 60.7 and 54.9, respectively, in September.</p><p><blockquote><b>IHS Markit 发布</b>10月份制造业和服务业采购经理人指数。制造业PMI的普遍预期为60.3，而服务业PMI预计为54.7，而9月份分别为60.7和54.9。</blockquote></p><p> Whirlpool, Honeywell, Cleveland-Cliffs, Celanese, HCA Healthcare, Schlumberger, Seagate Technology Holdings, VF Corp., and American Express host investor conference calls.</p><p><blockquote>惠而浦、霍尼韦尔、Cleveland-Cliffs、塞拉尼斯、HCA Healthcare、斯伦贝谢、希捷科技控股公司、VF公司和美国运通主办了评级投资者会议。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/tesla-at-t-netflix-chipotle-and-other-stocks-for-investors-to-watch-this-week-51634497206?mod=hp_LATEST\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CMG":"墨式烧烤",".IXIC":"NASDAQ Composite","IBM":"IBM","HAL":"哈里伯顿","INTC":"英特尔","UAL":"联合大陆航空","JNJ":"强生","NFLX":"奈飞",".SPX":"S&P 500 Index","TSLA":"特斯拉","T":"At&T",".DJI":"道琼斯","AAL":"美国航空","LUV":"西南航空","AXP":"美国运通"},"source_url":"https://www.barrons.com/articles/tesla-at-t-netflix-chipotle-and-other-stocks-for-investors-to-watch-this-week-51634497206?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185155570","content_text":"Seventy-two S&P 500 companies report earnings this week, as third-quarter earnings season ramps up. Several big U.S. banks got things off to a strong start last week. This week’s earnings highlights will include results from notable companies in telecom, consumer staples, energy, technology, health care, and the airline industry.\n\nAlbertsons and State Street get the ball rolling on Monday.Procter & Gamble,Halliburton,and Johnson & Johnson are Tuesday morning’s highlights, followed by Netflix and United Airlines Holdings after the market closes.\nOn Wednesday,Verizon Communications,IBM,and Tesla will get the most attention.AT&T, American Airlines Group,Southwest Airlines,and Chipotle Mexican Grill report on Thursday, then American Express,Schlumberger,and Honeywell International close the week on Friday.\nEconomic data highlights this week include the Conference Board’s Leading Economic Index for September on Thursday and IHS Markit’s Manufacturing and Services Purchasing Managers’ indexes for October on Friday. All are seen easing back from their prior months’ levels.\nOther releases this week include the Federal Reserve’s most recent Beige Book, describing economic conditions across the U.S., and a pair of September housing-market indicators: The Census Bureau reports new residential construction data on Tuesday and the National Association of Realtors reports existing-home sales on Thursday.\nMonday 10/18\nThe Federal Reserve releases industrial production data for September. Economists are looking for a 0.20% rise after a 0.4% increase in August. Capacity utilization is expected at 76.5% for September, roughly in line with August’s 76.4%.\nAlbertsons, Philips, Steel Dynamics, and State Street are among companies releasing quarterly financial results.\nTuesday 10/19\nThe Census Bureau reports new residential construction data for September. Economists forecast a seasonally adjusted annual rate of 1.623 million housing starts, compared with 1.615 million in August.\nHalliburton, Procter & Gamble, Johnson & Johnson, Synchrony, Travelers, Philip Morris International, Kansas City Southern, WD-40, Interactive Brokers Group, Netflix, ManpowerGroup, Dover, and Canadian National Railway are among companies hosting earnings conference calls.\nWednesday 10/20\nThe Federal Reserve releases its beige book about current economic conditions across the central bank’s 12 districts.\nAbbott Laboratories, Biogen, NextEra Energy, ASML Holding, Nasdaq, Canadian Pacific Railway, Verizon Communications, CSX, Lam Research, Tesla, IBM, and Anthem discuss quarterly financial results.\nThursday 10/21\nThe National Association of Realtors reports existing-home sales for September. Economists forecast a seasonally adjusted annual rate of 6.10 million homes sold, compared with 5.88 million homes in August.\nDow, Freeport-McMoRan, Genuine Parts, Southwest Airlines, Valero Energy, Blackstone, Quest Diagnostics, Snap-on, Tractor Supply, Barclays, Danaher, AT&T, Nucor, American Airlines Group, AutoNation, Valero Energy, SL Green Realty, Intel, Snap, Boston Beer, Mattel, and Chipotle Mexican Grill host earnings conference calls to discuss quarterly results.\nThe Philadelphia Fed diffusion index, a measure of overall manufacturing activity, is expected to fall to 24 in October from September’s 30.7 reading.\nThe Conference Board releases its Leading Economic Index for September. Expectations are for a 0.50% rise, after August’s 0.90% gain.\nFriday 10/22\nIHS Markit releases the Manufacturing and Services Purchasing Managers’ indexes for October. Consensus estimate for the Manufacturing PMI is 60.3, while the Services PMI is expected to be 54.7, compared with 60.7 and 54.9, respectively, in September.\nWhirlpool, Honeywell, Cleveland-Cliffs, Celanese, HCA Healthcare, Schlumberger, Seagate Technology Holdings, VF Corp., and American Express host investor conference calls.","news_type":1,"symbols_score_info":{"CMG":0.9,"AXP":0.9,"TSLA":0.9,"LUV":0.9,"HAL":0.9,".IXIC":0.9,"IBM":0.9,"INTC":0.9,"NFLX":0.9,".SPX":0.9,"T":0.9,".DJI":0.9,"AAL":0.9,"UAL":0.9,"JNJ":0.9}},"isVote":1,"tweetType":1,"viewCount":608,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":827209316,"gmtCreate":1634471923816,"gmtModify":1634471923948,"author":{"id":"4087384441438000","authorId":"4087384441438000","name":"countinghoes","avatar":"https://static.tigerbbs.com/d2c6a64aa9b725bb5808ba07d517158c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087384441438000","idStr":"4087384441438000"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/827209316","repostId":"2175146556","repostType":4,"isVote":1,"tweetType":1,"viewCount":888,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":824765094,"gmtCreate":1634356313204,"gmtModify":1634356313283,"author":{"id":"4087384441438000","authorId":"4087384441438000","name":"countinghoes","avatar":"https://static.tigerbbs.com/d2c6a64aa9b725bb5808ba07d517158c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087384441438000","idStr":"4087384441438000"},"themes":[],"title":"","htmlText":"Great day","listText":"Great day","text":"Great day","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/824765094","repostId":"2175146556","repostType":4,"isVote":1,"tweetType":1,"viewCount":754,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":824393903,"gmtCreate":1634276634342,"gmtModify":1634276634342,"author":{"id":"4087384441438000","authorId":"4087384441438000","name":"countinghoes","avatar":"https://static.tigerbbs.com/d2c6a64aa9b725bb5808ba07d517158c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087384441438000","idStr":"4087384441438000"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/824393903","repostId":"1170179807","repostType":4,"isVote":1,"tweetType":1,"viewCount":889,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":825308140,"gmtCreate":1634197328915,"gmtModify":1634197329050,"author":{"id":"4087384441438000","authorId":"4087384441438000","name":"countinghoes","avatar":"https://static.tigerbbs.com/d2c6a64aa9b725bb5808ba07d517158c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087384441438000","idStr":"4087384441438000"},"themes":[],"title":"","htmlText":"Agreed","listText":"Agreed","text":"Agreed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/825308140","repostId":"1103962579","repostType":4,"repost":{"id":"1103962579","kind":"news","pubTimestamp":1634196414,"share":"https://www.laohunote.com/m/news/1103962579?lang=zh_CN&edition=full","pubTime":"2021-10-14 15:26","market":"us","language":"en","title":"Coinbase Is Getting Into NFTs. What It Means For The Stock.<blockquote>比特币基地正在进入NFT。这对股票意味着什么。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1103962579","media":"Barrons","summary":"Coinbase Global is jumping into non-fungible tokens, or NFTs, aiming to expand its revenue base beyo","content":"<p>Coinbase&nbsp;Global is jumping into non-fungible tokens, or NFTs, aiming to expand its revenue base beyond cryptocurrency trading. But investors shouldn’t expect the new product to move the stock, at least in the near term.</p><p><blockquote>Coinbase Global 正在进军不可替代代币 (NFT)，旨在将其收入基础扩展到加密货币交易之外。但投资者不应指望新产品能推动股价波动，至少在短期内是这样。</blockquote></p><p> Coinbase (ticker: COIN) said on Tuesday that it plans to launch a market for minting, auctioning, and trading NFTs, including a user-friendly interface and social media features.</p><p><blockquote>比特币基地（股票代码：COIN）周二表示，计划推出一个铸造、拍卖和交易 NFT 的市场，包括用户友好的界面和社交媒体功能。</blockquote></p><p> NFTs are digital collectibles—anything from a tweet to a piece of art or music. Owners of NFTs have property rights to the digital asset, enabling it to be authenticated and traded through the use of a “smart contract.” NFTs are generally based on the Ethereum blockchain, and some have sold for millions of dollars.</p><p><blockquote>NFT是数字收藏品——从一条推文到一件艺术品或音乐。NFT 的所有者拥有数字资产的产权，因此可以通过使用 “智能合约 ”对其进行认证和交易。NFT通常基于以太币区块链，有些已经卖到了数百万美元。</blockquote></p><p> NFT trading volume hit $10 billion in the third quarter, according to BTIG analyst Mark Palmer. The largest trading platform is Opensea, which processed $3.4 billion of volume in August and $2.8 billion over the last 30 days, according to Dappradar.com. Opensea charges a 2.5% seller fee to auction an NFT; after that, a seller may lower the fee or maintain 2.5% for subsequent sales.</p><p><blockquote>BTIG 分析师 Mark Palmer 表示，第三季度 NFT 交易量达到 100 亿美元。根据 Dappradar.com 的数据，最大的交易平台是 Opensea，8 月份的交易量为 34 亿美元，过去 30 天的交易量为 28 亿美元。Opensea 拍卖 NFT 收取 2.5% 的卖家费用；之后，卖家可以降低费用或在后续销售中维持2.5%。</blockquote></p><p> Some analysts don’t see NFTs generating substantial revenue for Coinbase. The company reported transaction revenue of $1.9 billion in the second quarter, almost entirely from retail trading and related areas. Another $103 million in revenue came from sources such as custodial fees, subscriptions, and other services.</p><p><blockquote>一些分析师认为 NFT 不会为 Coinbase 带来可观的收入。该公司公布第二季度交易收入为19亿美元，几乎全部来自零售交易及相关领域。另外1.03亿美元的收入来自托管费、订阅费和其他服务等来源。</blockquote></p><p> “NFTs won’t move the needle for them,” says Mizuho Securities analyst Dan Dolev. Trading commissions are falling and becoming commoditized, he argues. Coinbase will face ongoing price pressure in core retail trading, even as it builds out an institutional platform and other services.</p><p><blockquote>“瑞穗证券分析师丹-多列夫（Dan Dolev）说：”NFT 不会为他们带来麻烦。他认为，交易佣金正在下降并变得商品化。Coinbase 将在核心零售交易领域面临持续的价格压力，即使它正在构建机构平台和其他服务。</blockquote></p><p> “I don’t think this will help them change the narrative, which is the specter of declining transaction revenue as crypto becomes more commoditized,” he says.</p><p><blockquote>“他说：”我认为这不会帮助他们改变这种说法，即随着加密货币变得更加商品化，交易收入将会下降。</blockquote></p><p> Dolev is one of the few analysts with a Hold rating on the stock. His price target is $220, well below recent prices around $249.</p><p><blockquote>多列夫是少数对该股给予持有评级的分析师之一。他的目标价为 220 美元，远低于近期 249 美元左右的价格。</blockquote></p><p> BTIG’s Mark Palmer, however, is far more bullish, viewing NFTs as another arrow in Coinbase’s revenue quiver.</p><p><blockquote>不过，BTIG 的马克-帕尔默（Mark Palmer）则要乐观得多，他认为 NFT 是 Coinbase 收入颤抖中的另一支箭。</blockquote></p><p> The company was recently blocked by regulators from launching crypto lending products, but it’s developing other revenue streams, such as prime brokerage and custody services. NFTs are one more way for the company to bring in retail users, says Palmer.</p><p><blockquote>该公司最近被监管机构阻止推出加密货币贷款产品，但它正在开发其他收入来源，如主要经纪和托管服务。帕尔默说，NFT是该公司吸引零售用户的另一种方式。</blockquote></p><p> “It’s important step to the diversification of their revenue streams, especially given their continued reliance on transaction fees,” Palmer said in an interview. He adds that Coinbase has a “massive footprint” with11% of the world’s crypto assets on its platform, primarily in Bitcoin and Ethereum.</p><p><blockquote>“帕尔默在接受采访时说：”这是他们实现收入来源多元化的重要一步，尤其是考虑到他们继续依赖交易费。他补充说，Coinbase 拥有 “巨大的足迹”，其平台上拥有全球 11% 的加密资产，主要集中在比特币和以太币。</blockquote></p><p> “An exchange with 11% of all the crypto assets in the world has already demonstrated its reach,” he says. “Now it will have the opportunity to introduce NFTs to investors who may have not had any experience with them.”</p><p><blockquote>“他说：”拥有全球 11% 加密资产的交易所已经展示了其影响力。“现在，它将有机会向那些可能没有任何使用经验的投资者介绍 NFT”。</blockquote></p><p> One more reason to launch NFTs is fending off competition from apps like PayPal (PYPL), Square (SQ), and&nbsp;Robinhood Markets&nbsp;(HOOD). Those companies are expanding with cryptocurrency services, aiming to boost engagement with their apps and keep users in the fold.</p><p><blockquote>推出NFT的另一个原因是抵御来自PayPal（PYPL）、Square（SQ）和Robinhood Markets（HOOD）等应用程序的竞争。这些公司正在扩大加密货币服务，旨在提高其应用程序的参与度并留住用户。</blockquote></p><p> “A bundled offering is going to be much stickier,” says Palmer. “Ultimately, certain parts of the platform will be loss leaders but they’ll promote engagement that will result in higher revenue overall,” he says of Coinbase.</p><p><blockquote>“帕尔默说：”捆绑产品会更有粘性。“他在谈到 Coinbase 时说：”最终，平台的某些部分将成为亏损领头羊，但它们将促进参与度，从而带来更高的整体收入。</blockquote></p><p> Palmer has a $500 target on the stock, one of the highest on Wall Street.</p><p><blockquote>帕尔默对该股的目标价为 500 美元，是华尔街最高的目标价之一。</blockquote></p><p> D.A. Davidson analyst Christopher Brendler also views the launch of an NFT platform positively, noting that fees on NFT trading should be higher margin than institutional trading for Coinbase.</p><p><blockquote>地方检察官Davidson 分析师 Christopher Brendler 也对 NFT 平台的推出持积极态度，并指出 NFT 交易的费用应该高于 Coinbase 的机构交易。</blockquote></p><p> “They’re a little late to NFTs, but it’s also very early on in this area,” he told <i>Barron’s.</i> Brendler has a Buy on the stock too, with a $400 target.</p><p><blockquote>“他说：”他们在 NFT 方面有点晚，但在这方面也起步很早。<i>巴伦。</i>Brendler 也买入该股，目标价为 400 美元。</blockquote></p><p> Even if NFTs don’t take off on Coinbase, the company may still capitalize off their growth. Coinbase Ventures, an affiliated venture capital fund, participated in OpenSea’s second round of seed funding in 2018, according to&nbsp;dealroom.co.</p><p><blockquote>即使 NFT 在 Coinbase 上没有起飞，该公司仍有可能利用它们的增长。据 dealroom.co 报道，附属风险投资基金 Coinbase Ventures 在 2018 年参与了 OpenSea 的第二轮种子轮融资。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Coinbase Is Getting Into NFTs. What It Means For The Stock.<blockquote>比特币基地正在进入NFT。这对股票意味着什么。</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\">\nCoinbase Is Getting Into NFTs. What It Means For The Stock.<blockquote>比特币基地正在进入NFT。这对股票意味着什么。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-10-14 15:26</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Coinbase&nbsp;Global is jumping into non-fungible tokens, or NFTs, aiming to expand its revenue base beyond cryptocurrency trading. But investors shouldn’t expect the new product to move the stock, at least in the near term.</p><p><blockquote>Coinbase Global 正在进军不可替代代币 (NFT)，旨在将其收入基础扩展到加密货币交易之外。但投资者不应指望新产品能推动股价波动，至少在短期内是这样。</blockquote></p><p> Coinbase (ticker: COIN) said on Tuesday that it plans to launch a market for minting, auctioning, and trading NFTs, including a user-friendly interface and social media features.</p><p><blockquote>比特币基地（股票代码：COIN）周二表示，计划推出一个铸造、拍卖和交易 NFT 的市场，包括用户友好的界面和社交媒体功能。</blockquote></p><p> NFTs are digital collectibles—anything from a tweet to a piece of art or music. Owners of NFTs have property rights to the digital asset, enabling it to be authenticated and traded through the use of a “smart contract.” NFTs are generally based on the Ethereum blockchain, and some have sold for millions of dollars.</p><p><blockquote>NFT是数字收藏品——从一条推文到一件艺术品或音乐。NFT 的所有者拥有数字资产的产权，因此可以通过使用 “智能合约 ”对其进行认证和交易。NFT通常基于以太币区块链，有些已经卖到了数百万美元。</blockquote></p><p> NFT trading volume hit $10 billion in the third quarter, according to BTIG analyst Mark Palmer. The largest trading platform is Opensea, which processed $3.4 billion of volume in August and $2.8 billion over the last 30 days, according to Dappradar.com. Opensea charges a 2.5% seller fee to auction an NFT; after that, a seller may lower the fee or maintain 2.5% for subsequent sales.</p><p><blockquote>BTIG 分析师 Mark Palmer 表示，第三季度 NFT 交易量达到 100 亿美元。根据 Dappradar.com 的数据，最大的交易平台是 Opensea，8 月份的交易量为 34 亿美元，过去 30 天的交易量为 28 亿美元。Opensea 拍卖 NFT 收取 2.5% 的卖家费用；之后，卖家可以降低费用或在后续销售中维持2.5%。</blockquote></p><p> Some analysts don’t see NFTs generating substantial revenue for Coinbase. The company reported transaction revenue of $1.9 billion in the second quarter, almost entirely from retail trading and related areas. Another $103 million in revenue came from sources such as custodial fees, subscriptions, and other services.</p><p><blockquote>一些分析师认为 NFT 不会为 Coinbase 带来可观的收入。该公司公布第二季度交易收入为19亿美元，几乎全部来自零售交易及相关领域。另外1.03亿美元的收入来自托管费、订阅费和其他服务等来源。</blockquote></p><p> “NFTs won’t move the needle for them,” says Mizuho Securities analyst Dan Dolev. Trading commissions are falling and becoming commoditized, he argues. Coinbase will face ongoing price pressure in core retail trading, even as it builds out an institutional platform and other services.</p><p><blockquote>“瑞穗证券分析师丹-多列夫（Dan Dolev）说：”NFT 不会为他们带来麻烦。他认为，交易佣金正在下降并变得商品化。Coinbase 将在核心零售交易领域面临持续的价格压力，即使它正在构建机构平台和其他服务。</blockquote></p><p> “I don’t think this will help them change the narrative, which is the specter of declining transaction revenue as crypto becomes more commoditized,” he says.</p><p><blockquote>“他说：”我认为这不会帮助他们改变这种说法，即随着加密货币变得更加商品化，交易收入将会下降。</blockquote></p><p> Dolev is one of the few analysts with a Hold rating on the stock. His price target is $220, well below recent prices around $249.</p><p><blockquote>多列夫是少数对该股给予持有评级的分析师之一。他的目标价为 220 美元，远低于近期 249 美元左右的价格。</blockquote></p><p> BTIG’s Mark Palmer, however, is far more bullish, viewing NFTs as another arrow in Coinbase’s revenue quiver.</p><p><blockquote>不过，BTIG 的马克-帕尔默（Mark Palmer）则要乐观得多，他认为 NFT 是 Coinbase 收入颤抖中的另一支箭。</blockquote></p><p> The company was recently blocked by regulators from launching crypto lending products, but it’s developing other revenue streams, such as prime brokerage and custody services. NFTs are one more way for the company to bring in retail users, says Palmer.</p><p><blockquote>该公司最近被监管机构阻止推出加密货币贷款产品，但它正在开发其他收入来源，如主要经纪和托管服务。帕尔默说，NFT是该公司吸引零售用户的另一种方式。</blockquote></p><p> “It’s important step to the diversification of their revenue streams, especially given their continued reliance on transaction fees,” Palmer said in an interview. He adds that Coinbase has a “massive footprint” with11% of the world’s crypto assets on its platform, primarily in Bitcoin and Ethereum.</p><p><blockquote>“帕尔默在接受采访时说：”这是他们实现收入来源多元化的重要一步，尤其是考虑到他们继续依赖交易费。他补充说，Coinbase 拥有 “巨大的足迹”，其平台上拥有全球 11% 的加密资产，主要集中在比特币和以太币。</blockquote></p><p> “An exchange with 11% of all the crypto assets in the world has already demonstrated its reach,” he says. “Now it will have the opportunity to introduce NFTs to investors who may have not had any experience with them.”</p><p><blockquote>“他说：”拥有全球 11% 加密资产的交易所已经展示了其影响力。“现在，它将有机会向那些可能没有任何使用经验的投资者介绍 NFT”。</blockquote></p><p> One more reason to launch NFTs is fending off competition from apps like PayPal (PYPL), Square (SQ), and&nbsp;Robinhood Markets&nbsp;(HOOD). Those companies are expanding with cryptocurrency services, aiming to boost engagement with their apps and keep users in the fold.</p><p><blockquote>推出NFT的另一个原因是抵御来自PayPal（PYPL）、Square（SQ）和Robinhood Markets（HOOD）等应用程序的竞争。这些公司正在扩大加密货币服务，旨在提高其应用程序的参与度并留住用户。</blockquote></p><p> “A bundled offering is going to be much stickier,” says Palmer. “Ultimately, certain parts of the platform will be loss leaders but they’ll promote engagement that will result in higher revenue overall,” he says of Coinbase.</p><p><blockquote>“帕尔默说：”捆绑产品会更有粘性。“他在谈到 Coinbase 时说：”最终，平台的某些部分将成为亏损领头羊，但它们将促进参与度，从而带来更高的整体收入。</blockquote></p><p> Palmer has a $500 target on the stock, one of the highest on Wall Street.</p><p><blockquote>帕尔默对该股的目标价为 500 美元，是华尔街最高的目标价之一。</blockquote></p><p> D.A. Davidson analyst Christopher Brendler also views the launch of an NFT platform positively, noting that fees on NFT trading should be higher margin than institutional trading for Coinbase.</p><p><blockquote>地方检察官Davidson 分析师 Christopher Brendler 也对 NFT 平台的推出持积极态度，并指出 NFT 交易的费用应该高于 Coinbase 的机构交易。</blockquote></p><p> “They’re a little late to NFTs, but it’s also very early on in this area,” he told <i>Barron’s.</i> Brendler has a Buy on the stock too, with a $400 target.</p><p><blockquote>“他说：”他们在 NFT 方面有点晚，但在这方面也起步很早。<i>巴伦。</i>Brendler 也买入该股，目标价为 400 美元。</blockquote></p><p> Even if NFTs don’t take off on Coinbase, the company may still capitalize off their growth. Coinbase Ventures, an affiliated venture capital fund, participated in OpenSea’s second round of seed funding in 2018, according to&nbsp;dealroom.co.</p><p><blockquote>即使 NFT 在 Coinbase 上没有起飞，该公司仍有可能利用它们的增长。据 dealroom.co 报道，附属风险投资基金 Coinbase Ventures 在 2018 年参与了 OpenSea 的第二轮种子轮融资。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/coinbase-global-stock-nfts-51634145353?mod=hp_LATEST\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc."},"source_url":"https://www.barrons.com/articles/coinbase-global-stock-nfts-51634145353?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103962579","content_text":"Coinbase Global is jumping into non-fungible tokens, or NFTs, aiming to expand its revenue base beyond cryptocurrency trading. But investors shouldn’t expect the new product to move the stock, at least in the near term.\nCoinbase (ticker: COIN) said on Tuesday that it plans to launch a market for minting, auctioning, and trading NFTs, including a user-friendly interface and social media features.\nNFTs are digital collectibles—anything from a tweet to a piece of art or music. Owners of NFTs have property rights to the digital asset, enabling it to be authenticated and traded through the use of a “smart contract.” NFTs are generally based on the Ethereum blockchain, and some have sold for millions of dollars.\nNFT trading volume hit $10 billion in the third quarter, according to BTIG analyst Mark Palmer. The largest trading platform is Opensea, which processed $3.4 billion of volume in August and $2.8 billion over the last 30 days, according to Dappradar.com. Opensea charges a 2.5% seller fee to auction an NFT; after that, a seller may lower the fee or maintain 2.5% for subsequent sales.\nSome analysts don’t see NFTs generating substantial revenue for Coinbase. The company reported transaction revenue of $1.9 billion in the second quarter, almost entirely from retail trading and related areas. Another $103 million in revenue came from sources such as custodial fees, subscriptions, and other services.\n“NFTs won’t move the needle for them,” says Mizuho Securities analyst Dan Dolev. Trading commissions are falling and becoming commoditized, he argues. Coinbase will face ongoing price pressure in core retail trading, even as it builds out an institutional platform and other services.\n“I don’t think this will help them change the narrative, which is the specter of declining transaction revenue as crypto becomes more commoditized,” he says.\nDolev is one of the few analysts with a Hold rating on the stock. His price target is $220, well below recent prices around $249.\nBTIG’s Mark Palmer, however, is far more bullish, viewing NFTs as another arrow in Coinbase’s revenue quiver.\nThe company was recently blocked by regulators from launching crypto lending products, but it’s developing other revenue streams, such as prime brokerage and custody services. NFTs are one more way for the company to bring in retail users, says Palmer.\n“It’s important step to the diversification of their revenue streams, especially given their continued reliance on transaction fees,” Palmer said in an interview. He adds that Coinbase has a “massive footprint” with11% of the world’s crypto assets on its platform, primarily in Bitcoin and Ethereum.\n“An exchange with 11% of all the crypto assets in the world has already demonstrated its reach,” he says. “Now it will have the opportunity to introduce NFTs to investors who may have not had any experience with them.”\nOne more reason to launch NFTs is fending off competition from apps like PayPal (PYPL), Square (SQ), and Robinhood Markets (HOOD). Those companies are expanding with cryptocurrency services, aiming to boost engagement with their apps and keep users in the fold.\n“A bundled offering is going to be much stickier,” says Palmer. “Ultimately, certain parts of the platform will be loss leaders but they’ll promote engagement that will result in higher revenue overall,” he says of Coinbase.\nPalmer has a $500 target on the stock, one of the highest on Wall Street.\nD.A. Davidson analyst Christopher Brendler also views the launch of an NFT platform positively, noting that fees on NFT trading should be higher margin than institutional trading for Coinbase.\n“They’re a little late to NFTs, but it’s also very early on in this area,” he told Barron’s. Brendler has a Buy on the stock too, with a $400 target.\nEven if NFTs don’t take off on Coinbase, the company may still capitalize off their growth. Coinbase Ventures, an affiliated venture capital fund, participated in OpenSea’s second round of seed funding in 2018, according to dealroom.co.","news_type":1,"symbols_score_info":{"COIN":0.9}},"isVote":1,"tweetType":1,"viewCount":1114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":858245865,"gmtCreate":1635067751793,"gmtModify":1635067751882,"author":{"id":"4087384441438000","authorId":"4087384441438000","name":"countinghoes","avatar":"https://static.tigerbbs.com/d2c6a64aa9b725bb5808ba07d517158c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087384441438000","idStr":"4087384441438000"},"themes":[],"title":"","htmlText":"Buy the dip guys, not many chances such as these.&nbsp; They are investing more into their fab which is only good news","listText":"Buy the dip guys, not many chances such as these.&nbsp; They are investing more into their fab which is only good news","text":"Buy the dip guys, not many chances such as these. They are investing more into their fab which is only good news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/858245865","repostId":"1100055241","repostType":4,"repost":{"id":"1100055241","kind":"news","pubTimestamp":1635040192,"share":"https://www.laohunote.com/m/news/1100055241?lang=zh_CN&edition=full","pubTime":"2021-10-24 09:49","market":"us","language":"en","title":"Intel: Good Value Or Value Trap?<blockquote>英特尔：好价值还是价值陷阱？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1100055241","media":"Seeking Alpha","summary":"Intel had a mixed earnings report that sent some investors running for the hills.The company beat earnings and actually raised guidance for 2021, but they signaled that supply chain issues remain and profitability in 2022 will be lower.After the sell-off, is Intel a good value or a value trap?The waters have been pretty rough for Intel Corp.  investors over the past few years.It seems like every time the sun comes out...there is another storm right around the corner.As highlighted on the earning","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Intel had a mixed earnings report&nbsp;that sent some investors running for the hills.</li>  <li>The company beat earnings and actually raised guidance for 2021, but they signaled that supply chain issues remain and profitability in 2022 will be lower.</li>  <li>After the sell-off, is Intel a good value or a value trap?</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c02609041d90c055d66b217f06706d28\" tg-width=\"1536\" tg-height=\"1022\" referrerpolicy=\"no-referrer\"><span>4kodiak/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>英特尔的财报喜忧参半，这让一些投资者望而却步。</li><li>该公司超出了盈利预期，实际上提高了 2021 年的指引，但他们表示供应链问题仍然存在，2022 年的盈利能力将较低。</li><li>抛售之后，英特尔是好价值还是价值陷阱？</li></ul><p class=\"t-img-caption\"><span>4kodiak/iStock 未通过 Getty Images 发布</span></p></blockquote></p><p> The waters have been pretty rough for Intel Corp. (INTC) investors over the past few years.</p><p><blockquote>过去几年，英特尔公司 (INTC) 投资者的处境相当艰难。</blockquote></p><p> It seems like every time the sun comes out...there is another storm right around the corner.</p><p><blockquote>好像每次太阳出来……...又一场暴风雨就在眼前。</blockquote></p><p> As highlighted on the earnings call last night, the next \"storm\" brewing for Intel is continued supply chain issues (component shortages in the PC business) and reduced near-term profitability from rising capital expenditure needs, which has sent the stock plummeting 11% this morning into the abyss.</p><p><blockquote>正如昨晚的财报看涨期权上所强调的那样，英特尔正在酝酿的下一个“风暴”是持续的供应链问题（个人电脑业务的零部件短缺）以及不断上升的资本支出需求导致近期盈利能力下降，这导致该股暴跌11%今天上午陷入深渊。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5bd612f6f25b6e86d7a72b38440d513f\" tg-width=\"640\" tg-height=\"449\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> However, buying the dips has actually been pretty lucrative in the recent past...if, of course, you were lucky enough to fade the rallies.</p><p><blockquote>然而，在最近的过去，逢低买入实际上是相当有利可图的……当然，如果你足够幸运，赶上了涨势。</blockquote></p><p> To be fair, Intel has had its fair share of challenges this year, despite general tailwinds in the industry (i.e., chip demand far outpacing supply).</p><p><blockquote>公平地说，尽管行业普遍有利（即芯片需求远远超过供应），但英特尔今年仍然面临着相当大的挑战。</blockquote></p><p> Specifically, Intel has had some well-documented manufacturing blunders that have caused major delays and loss of some market share...mainly to Advanced Micro Devices (AMD).</p><p><blockquote>具体来说，英特尔出现了一些有据可查的制造失误，导致了重大延误和部分市场份额的损失……主要是先进微设备公司（AMD）。</blockquote></p><p> This has triggered concern amongst investors that the stock may be a potential \"value trap\" now.</p><p><blockquote>这引发了投资者的担忧，即该股现在可能是一个潜在的“价值陷阱”。</blockquote></p><p> All that said, Intel is dedicated to spending $25 billion to $28 billion in 2022 and just broke ground on some new fabs.</p><p><blockquote>尽管如此，英特尔致力于在 2022 年斥资 250 亿至 280 亿美元，并且刚刚在一些新晶圆厂上破土动工。</blockquote></p><p> Personally, I don't think we are anywhere near peak demand for chips and I believe that Intel's fabrication capabilities are (and will continue to be) a huge advantage for the company for years to come.</p><p><blockquote>就我个人而言，我认为我们还没有接近芯片需求的峰值，我相信英特尔的制造能力是（并将继续是）该公司未来几年的巨大优势。</blockquote></p><p> So how can we structure a trade to take advantage of the upside potential in the stock (after this pullback) while also protecting ourselves from more near-term downside (if any)?</p><p><blockquote>那么，我们如何组织交易来利用股票的上行潜力（在这次回调之后），同时保护自己免受更多近期下行（如果有的话）的影响呢？</blockquote></p><p> <b>It's a perfect situation for a \"Triple Play\" trade!</b></p><p><blockquote><b>这是“三网融合”交易的完美局面!</b></blockquote></p><p> Intel Corp.</p><p><blockquote>英特尔公司</blockquote></p><p> <b>Sector/Industry:</b>Technology/Semiconductors</p><p><blockquote><b>行业/行业：</b>技术/半导体</blockquote></p><p>   Intel is the world's largest chipmaker. It designs and manufactures microprocessors for the global personal computer and data center markets. Intel pioneered the x86 architecture for microprocessors. It was the prime proponent of Moore's Law for advances in semiconductor manufacturing, though the firm has recently faced manufacturing delays. While Intel's server processor business has benefited from the shift to the cloud, the firm has also been expanding into new adjacencies as the personal computer market has stagnated. These include areas such as the Internet of Things, artificial intelligence, and automotive. Intel has been active on the merger and acquisitions front, acquiring Altera, Mobileye, and Habana Labs in order to bolster these efforts in non-PC arenas.  <i>Source: YCharts</i></p><p><blockquote>英特尔是全球最大的芯片制造商。它为全球个人电脑和数据中心市场设计和制造微处理器。英特尔是微处理器x86架构的先驱。它是半导体制造进步摩尔定律的主要支持者，尽管该公司最近面临制造延误。虽然英特尔的服务器处理器业务受益于向云的转变，但随着个人电脑市场停滞不前，该公司也在向新的邻近地区扩张。其中包括物联网、人工智能和汽车等领域。英特尔一直活跃在并购领域，收购了Altera、Mobileye和Habana Labs，以支持非PC领域的这些努力。<i>资料来源：YCharts</i></blockquote></p><p> <b>Valuation/Upside Potential</b></p><p><blockquote><b>估值/上行潜力</b></blockquote></p><p> Intel looks extremely attractive from a valuation standpoint and is currently trading at a decent discount to all of its long-term valuation metrics (hence the high Value Ranking of 10).</p><p><blockquote>从估值的角度来看，英特尔看起来极具吸引力，目前其所有长期估值指标的交易价格都有相当大的折扣（因此价值排名为 10）。</blockquote></p><p> Specifically, Intel is trading at a nice discount to its historical P/E multiple on a forward basis (10.6x 2021 earnings).<i>Note that the company actually just increased its guidance for fiscal 2021 earnings to $5.28 per share</i>.</p><p><blockquote>具体来说，英特尔的远期交易价格较其历史市盈率有不错的折扣（2021 年收益的 10.6 倍）。<i>请注意，该公司实际上刚刚将 2021 财年收益指引上调至每股 5.28 美元</i>.</blockquote></p><p> That said, as supply chain worries decrease over time, we definitely think there could be some room for margin expansion in the future.</p><p><blockquote>也就是说，随着供应链担忧随着时间的推移而减少，我们肯定认为未来可能还有一些利润扩张的空间。</blockquote></p><p> If you put just a 12x-14x multiple on consensus forward earnings of $5.28 per share for FYE 2021, that would equate to a $63.00- $73.00 stock price (representing 25%-45% upside from current levels).</p><p><blockquote>如果您将 FYE 2021 每股 5.28 美元的共识预期收益仅放置 12 倍-14 倍，则相当于 63.00-73.00 美元的股价（比当前水平上涨 25%-45%）。</blockquote></p><p> Although it probably won't get there in a straight line...</p><p><blockquote>虽然它可能不会直线到达那里……</blockquote></p><p> <b>\"Triple Play\" Trade Analysis</b></p><p><blockquote><b>“三网融合”贸易分析</b></blockquote></p><p> A \"Triple Play\" trade involves simultaneously selling a cash-secured put and a covered call on a stock that you own.</p><p><blockquote>“三重交易”涉及同时出售您拥有的股票的现金担保看跌期权和备兑看涨期权。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e3af23e0208929d569a6e62a12a9607\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"><span>Source: Option Income Advisor</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：期权收入顾问</span></p></blockquote></p><p> Note that if you don't currently own INTC stock, you will want to buy it before you write the covered call.</p><p><blockquote>请注意，如果您目前没有 INTC 股票，您需要在撰写备兑看涨期权之前购买它。</blockquote></p><p> This trade will allow you to take advantage of the upside potential in the stock while also protecting some of the near-term downside (if any).</p><p><blockquote>这种交易将允许您利用股票的上行潜力，同时也保护一些近期的下行（如果有的话）。</blockquote></p><p> <b>Step 1: Sell Cash-Secured Puts (50% of position size)</b></p><p><blockquote><b>第 1 步：出售现金担保看跌期权（头寸规模的 50%）</b></blockquote></p><p></p><p> The first step of the Triple Play trade is to sell a cash-secured put on the stock for 50% of your target position size. For example, if you wanted to own 400 shares of INTC... you would sell 2 cash-secured put contract, which represents 200 shares of stock.</p><p><blockquote>三重交易的第一步是以目标头寸规模的 50% 出售现金担保的股票看跌期权。例如，如果你想拥有400股INTC股票……您将出售 2 份现金担保看跌期权合约，代表 200 股股票。</blockquote></p><p> The three main data points we look at when analyzing a cash-secured put trade are:</p><p><blockquote>在分析现金担保看跌期权交易时，我们关注的三个主要数据点是：</blockquote></p><p> <ul>  <li>Premium Yield % (or Average Monthly Yield %): Measure of expected return on capital assuming that the option expires worthless (out-of-the-money).<i>Assumes that the option is fully cash secured.</i></li>  <li>Margin-of-Safety %: Measure of downside protection or the percentage that the underlying stock could decline and would still allow you to break even on the option trade.</li>  <li>Delta: A good proxy for the probability that the put option will finish in-the-money.</li> </ul> <i>Note that there's always a negative correlation between Premium Yield and Margin of Safety: The higher the Premium Yield for a given strike month, the lower the Margin of Safety.</i></p><p><blockquote><ul><li>权利金收益率%（或平均月收益率%）：假设期权到期时一文不值（价外），衡量预期资本回报率。<i>假设购股权完全以现金作抵押。</i></li><li>安全边际%：下行保护的衡量标准或标的股票可能下跌但仍允许您在期权交易中实现收支平衡的百分比。</li><li>Delta：看跌期权最终平价概率的一个很好的代表。</li></ul><i>请注意，保费收益率和安全边际之间总是存在负相关关系：给定行权月份的保费收益率越高，安全边际就越低。</i></blockquote></p><p> <i>Investors always should be honest with themselves about their risk tolerance. Selling CSPs can be adapted to suit your needs.</i></p><p><blockquote><i>投资者应该始终对自己的风险承受能力诚实。销售CSP可以根据您的需求进行调整。</i></blockquote></p><p> As discussed in the video, we like the $45.00-$50.00 range for INTC in the near term. So we like the following cash-secured put:</p><p><blockquote>正如视频中所讨论的，我们看好 INTC 短期内 45.00-50.00 美元的区间。因此，我们喜欢以下现金担保看跌期权：</blockquote></p><p> <i><b>INTC Nov 19th $47.50.00 Put (28 days until expiration)</b></i></p><p><blockquote><i><b>INTC 11 月 19 日 $47.50.00 看跌期权（距到期 28 天）</b></i></blockquote></p><p> <ul>  <li>Option Premium: ~$0.58 premium</li>  <li>Average Monthly Yield %: 1.3% (15.6% annualized)</li>  <li>Margin-of-Safety %: 4.2%</li>  <li>Delta: 28</li> </ul> <b>Step 2: Buy the Stock (50% of position size)</b></p><p><blockquote><ul><li>期权溢价：~0.58 美元溢价</li><li>平均月收益率%：1.3%（年化15.6%）</li><li>安全裕度%：4.2%</li><li>德尔塔：28</li></ul><b>第 2 步：购买股票（仓位规模的 50%）</b></blockquote></p><p> <i>Note: At the time of publication, INTC was trading at $49.60. If you already own the stock, you can skip to Step 3.</i></p><p><blockquote><i>注：在发布时，INTC的交易价格为49.60美元。如果您已经拥有该股票，您可以跳到第 3 步。</i></blockquote></p><p> The second step of the Triple Play is to buy the stock (50% of your target position size). For example, if you wanted to own 400 shares of INTC... you would buy 200 shares of stock.</p><p><blockquote>三重策略的第二步是购买股票（目标仓位规模的 50%）。例如，如果你想拥有400股INTC股票……你会买200股股票。</blockquote></p><p> <b>Step 3: Sell Covered Calls On Your Stock Position (*optional*)</b></p><p><blockquote><b>第 3 步：出售股票头寸上的备兑评级（*可选*）</b></blockquote></p><p> A covered call strategy will help generate some short-term income, maintain some upside exposure, and mitigate some downside risk.</p><p><blockquote>备兑看涨期权策略将有助于产生一些短期收入，维持一些上行风险，并减轻一些下行风险。</blockquote></p><p> With a covered call, you are agreeing to sell your stock at a higher price (your call option strike price) but you get to keep your call option premium either way.</p><p><blockquote>通过备兑看涨期权，您同意以更高的价格（您的看涨期权期权执行价格）出售您的股票，但无论哪种方式，您都可以保留您的看涨期权期权费。</blockquote></p><p> As discussed in the video, since we like the upside potential in the near term with INTC, you will want to give yourself some room for the stock to run.<b>So we would actually recommend waiting for the stock to trade a little higher before selling covered calls.</b></p><p><blockquote>正如视频中所讨论的，由于我们看好 INTC 短期内的上涨潜力，因此您需要给自己一些股票运行的空间。<b>因此，我们实际上建议等待股票交易稍微走高后再出售备兑评级。</b></blockquote></p><p> That said, if you wanted to execute the covered calls today, I would certainly consider taking less premium income to preserve more potential upside profit. For example, the $53.00 call would give you an extra 0.5% of income per month (6.0% annualized)...which would essentially triple your dividend yield on the stock!</p><p><blockquote>也就是说，如果您今天想执行承保评级，我肯定会考虑减少保费收入，以保留更多潜在的上行利润。例如，53.00美元的看涨期权会给你每月额外0.5%的收入（年化6.0%）...这基本上会让你的股票股息收益率增加两倍!</blockquote></p><p> <i><b>INTC Nov 19th $53.00 Call (28 days until expiration)</b></i></p><p><blockquote><i><b>INTC 11 月 19 日 $53.00 看涨期权（距到期 28 天）</b></i></blockquote></p><p> <ul>  <li>Option Premium: ~$0.25 premium</li>  <li>Average Monthly Yield %: 0.5% (6.0% annualized)</li>  <li>Upside Profit %: 7.4%</li>  <li>Delta: 15</li> </ul> <b>Conclusion</b></p><p><blockquote><ul><li>期权溢价：~0.25 美元溢价</li><li>平均月收益率%：0.5%（年化6.0%）</li><li>上行利润%：7.4%</li><li>德尔塔：15</li></ul><b>结论</b></blockquote></p><p> This Triple Play trade will allow you to take advantage of the upside potential in INTC stock while also giving you some downside cushion if shares trade lower in the near term. As the covered calls and cash-secured puts expire, you can rinse and repeat the Triple Play trade!</p><p><blockquote>这种三重交易将允许您利用 INTC 股票的上行潜力，同时如果股价在短期内走低，也可以为您提供一些下行缓冲。当备兑评级和现金担保看跌期权到期时，您可以清洗并重复三重交易!</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>Intel: Good Value Or Value Trap?<blockquote>英特尔：好价值还是价值陷阱？</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\">\nIntel: Good Value Or Value Trap?<blockquote>英特尔：好价值还是价值陷阱？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-10-24 09:49</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>Intel had a mixed earnings report&nbsp;that sent some investors running for the hills.</li>  <li>The company beat earnings and actually raised guidance for 2021, but they signaled that supply chain issues remain and profitability in 2022 will be lower.</li>  <li>After the sell-off, is Intel a good value or a value trap?</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c02609041d90c055d66b217f06706d28\" tg-width=\"1536\" tg-height=\"1022\" referrerpolicy=\"no-referrer\"><span>4kodiak/iStock Unreleased via Getty Images</span></p><p><blockquote><ul><li>英特尔的财报喜忧参半，这让一些投资者望而却步。</li><li>该公司超出了盈利预期，实际上提高了 2021 年的指引，但他们表示供应链问题仍然存在，2022 年的盈利能力将较低。</li><li>抛售之后，英特尔是好价值还是价值陷阱？</li></ul><p class=\"t-img-caption\"><span>4kodiak/iStock 未通过 Getty Images 发布</span></p></blockquote></p><p> The waters have been pretty rough for Intel Corp. (INTC) investors over the past few years.</p><p><blockquote>过去几年，英特尔公司 (INTC) 投资者的处境相当艰难。</blockquote></p><p> It seems like every time the sun comes out...there is another storm right around the corner.</p><p><blockquote>好像每次太阳出来……...又一场暴风雨就在眼前。</blockquote></p><p> As highlighted on the earnings call last night, the next \"storm\" brewing for Intel is continued supply chain issues (component shortages in the PC business) and reduced near-term profitability from rising capital expenditure needs, which has sent the stock plummeting 11% this morning into the abyss.</p><p><blockquote>正如昨晚的财报看涨期权上所强调的那样，英特尔正在酝酿的下一个“风暴”是持续的供应链问题（个人电脑业务的零部件短缺）以及不断上升的资本支出需求导致近期盈利能力下降，这导致该股暴跌11%今天上午陷入深渊。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5bd612f6f25b6e86d7a72b38440d513f\" tg-width=\"640\" tg-height=\"449\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> However, buying the dips has actually been pretty lucrative in the recent past...if, of course, you were lucky enough to fade the rallies.</p><p><blockquote>然而，在最近的过去，逢低买入实际上是相当有利可图的……当然，如果你足够幸运，赶上了涨势。</blockquote></p><p> To be fair, Intel has had its fair share of challenges this year, despite general tailwinds in the industry (i.e., chip demand far outpacing supply).</p><p><blockquote>公平地说，尽管行业普遍有利（即芯片需求远远超过供应），但英特尔今年仍然面临着相当大的挑战。</blockquote></p><p> Specifically, Intel has had some well-documented manufacturing blunders that have caused major delays and loss of some market share...mainly to Advanced Micro Devices (AMD).</p><p><blockquote>具体来说，英特尔出现了一些有据可查的制造失误，导致了重大延误和部分市场份额的损失……主要是先进微设备公司（AMD）。</blockquote></p><p> This has triggered concern amongst investors that the stock may be a potential \"value trap\" now.</p><p><blockquote>这引发了投资者的担忧，即该股现在可能是一个潜在的“价值陷阱”。</blockquote></p><p> All that said, Intel is dedicated to spending $25 billion to $28 billion in 2022 and just broke ground on some new fabs.</p><p><blockquote>尽管如此，英特尔致力于在 2022 年斥资 250 亿至 280 亿美元，并且刚刚在一些新晶圆厂上破土动工。</blockquote></p><p> Personally, I don't think we are anywhere near peak demand for chips and I believe that Intel's fabrication capabilities are (and will continue to be) a huge advantage for the company for years to come.</p><p><blockquote>就我个人而言，我认为我们还没有接近芯片需求的峰值，我相信英特尔的制造能力是（并将继续是）该公司未来几年的巨大优势。</blockquote></p><p> So how can we structure a trade to take advantage of the upside potential in the stock (after this pullback) while also protecting ourselves from more near-term downside (if any)?</p><p><blockquote>那么，我们如何组织交易来利用股票的上行潜力（在这次回调之后），同时保护自己免受更多近期下行（如果有的话）的影响呢？</blockquote></p><p> <b>It's a perfect situation for a \"Triple Play\" trade!</b></p><p><blockquote><b>这是“三网融合”交易的完美局面!</b></blockquote></p><p> Intel Corp.</p><p><blockquote>英特尔公司</blockquote></p><p> <b>Sector/Industry:</b>Technology/Semiconductors</p><p><blockquote><b>行业/行业：</b>技术/半导体</blockquote></p><p>   Intel is the world's largest chipmaker. It designs and manufactures microprocessors for the global personal computer and data center markets. Intel pioneered the x86 architecture for microprocessors. It was the prime proponent of Moore's Law for advances in semiconductor manufacturing, though the firm has recently faced manufacturing delays. While Intel's server processor business has benefited from the shift to the cloud, the firm has also been expanding into new adjacencies as the personal computer market has stagnated. These include areas such as the Internet of Things, artificial intelligence, and automotive. Intel has been active on the merger and acquisitions front, acquiring Altera, Mobileye, and Habana Labs in order to bolster these efforts in non-PC arenas.  <i>Source: YCharts</i></p><p><blockquote>英特尔是全球最大的芯片制造商。它为全球个人电脑和数据中心市场设计和制造微处理器。英特尔是微处理器x86架构的先驱。它是半导体制造进步摩尔定律的主要支持者，尽管该公司最近面临制造延误。虽然英特尔的服务器处理器业务受益于向云的转变，但随着个人电脑市场停滞不前，该公司也在向新的邻近地区扩张。其中包括物联网、人工智能和汽车等领域。英特尔一直活跃在并购领域，收购了Altera、Mobileye和Habana Labs，以支持非PC领域的这些努力。<i>资料来源：YCharts</i></blockquote></p><p> <b>Valuation/Upside Potential</b></p><p><blockquote><b>估值/上行潜力</b></blockquote></p><p> Intel looks extremely attractive from a valuation standpoint and is currently trading at a decent discount to all of its long-term valuation metrics (hence the high Value Ranking of 10).</p><p><blockquote>从估值的角度来看，英特尔看起来极具吸引力，目前其所有长期估值指标的交易价格都有相当大的折扣（因此价值排名为 10）。</blockquote></p><p> Specifically, Intel is trading at a nice discount to its historical P/E multiple on a forward basis (10.6x 2021 earnings).<i>Note that the company actually just increased its guidance for fiscal 2021 earnings to $5.28 per share</i>.</p><p><blockquote>具体来说，英特尔的远期交易价格较其历史市盈率有不错的折扣（2021 年收益的 10.6 倍）。<i>请注意，该公司实际上刚刚将 2021 财年收益指引上调至每股 5.28 美元</i>.</blockquote></p><p> That said, as supply chain worries decrease over time, we definitely think there could be some room for margin expansion in the future.</p><p><blockquote>也就是说，随着供应链担忧随着时间的推移而减少，我们肯定认为未来可能还有一些利润扩张的空间。</blockquote></p><p> If you put just a 12x-14x multiple on consensus forward earnings of $5.28 per share for FYE 2021, that would equate to a $63.00- $73.00 stock price (representing 25%-45% upside from current levels).</p><p><blockquote>如果您将 FYE 2021 每股 5.28 美元的共识预期收益仅放置 12 倍-14 倍，则相当于 63.00-73.00 美元的股价（比当前水平上涨 25%-45%）。</blockquote></p><p> Although it probably won't get there in a straight line...</p><p><blockquote>虽然它可能不会直线到达那里……</blockquote></p><p> <b>\"Triple Play\" Trade Analysis</b></p><p><blockquote><b>“三网融合”贸易分析</b></blockquote></p><p> A \"Triple Play\" trade involves simultaneously selling a cash-secured put and a covered call on a stock that you own.</p><p><blockquote>“三重交易”涉及同时出售您拥有的股票的现金担保看跌期权和备兑看涨期权。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e3af23e0208929d569a6e62a12a9607\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"><span>Source: Option Income Advisor</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：期权收入顾问</span></p></blockquote></p><p> Note that if you don't currently own INTC stock, you will want to buy it before you write the covered call.</p><p><blockquote>请注意，如果您目前没有 INTC 股票，您需要在撰写备兑看涨期权之前购买它。</blockquote></p><p> This trade will allow you to take advantage of the upside potential in the stock while also protecting some of the near-term downside (if any).</p><p><blockquote>这种交易将允许您利用股票的上行潜力，同时也保护一些近期的下行（如果有的话）。</blockquote></p><p> <b>Step 1: Sell Cash-Secured Puts (50% of position size)</b></p><p><blockquote><b>第 1 步：出售现金担保看跌期权（头寸规模的 50%）</b></blockquote></p><p></p><p> The first step of the Triple Play trade is to sell a cash-secured put on the stock for 50% of your target position size. For example, if you wanted to own 400 shares of INTC... you would sell 2 cash-secured put contract, which represents 200 shares of stock.</p><p><blockquote>三重交易的第一步是以目标头寸规模的 50% 出售现金担保的股票看跌期权。例如，如果你想拥有400股INTC股票……您将出售 2 份现金担保看跌期权合约，代表 200 股股票。</blockquote></p><p> The three main data points we look at when analyzing a cash-secured put trade are:</p><p><blockquote>在分析现金担保看跌期权交易时，我们关注的三个主要数据点是：</blockquote></p><p> <ul>  <li>Premium Yield % (or Average Monthly Yield %): Measure of expected return on capital assuming that the option expires worthless (out-of-the-money).<i>Assumes that the option is fully cash secured.</i></li>  <li>Margin-of-Safety %: Measure of downside protection or the percentage that the underlying stock could decline and would still allow you to break even on the option trade.</li>  <li>Delta: A good proxy for the probability that the put option will finish in-the-money.</li> </ul> <i>Note that there's always a negative correlation between Premium Yield and Margin of Safety: The higher the Premium Yield for a given strike month, the lower the Margin of Safety.</i></p><p><blockquote><ul><li>权利金收益率%（或平均月收益率%）：假设期权到期时一文不值（价外），衡量预期资本回报率。<i>假设购股权完全以现金作抵押。</i></li><li>安全边际%：下行保护的衡量标准或标的股票可能下跌但仍允许您在期权交易中实现收支平衡的百分比。</li><li>Delta：看跌期权最终平价概率的一个很好的代表。</li></ul><i>请注意，保费收益率和安全边际之间总是存在负相关关系：给定行权月份的保费收益率越高，安全边际就越低。</i></blockquote></p><p> <i>Investors always should be honest with themselves about their risk tolerance. Selling CSPs can be adapted to suit your needs.</i></p><p><blockquote><i>投资者应该始终对自己的风险承受能力诚实。销售CSP可以根据您的需求进行调整。</i></blockquote></p><p> As discussed in the video, we like the $45.00-$50.00 range for INTC in the near term. So we like the following cash-secured put:</p><p><blockquote>正如视频中所讨论的，我们看好 INTC 短期内 45.00-50.00 美元的区间。因此，我们喜欢以下现金担保看跌期权：</blockquote></p><p> <i><b>INTC Nov 19th $47.50.00 Put (28 days until expiration)</b></i></p><p><blockquote><i><b>INTC 11 月 19 日 $47.50.00 看跌期权（距到期 28 天）</b></i></blockquote></p><p> <ul>  <li>Option Premium: ~$0.58 premium</li>  <li>Average Monthly Yield %: 1.3% (15.6% annualized)</li>  <li>Margin-of-Safety %: 4.2%</li>  <li>Delta: 28</li> </ul> <b>Step 2: Buy the Stock (50% of position size)</b></p><p><blockquote><ul><li>期权溢价：~0.58 美元溢价</li><li>平均月收益率%：1.3%（年化15.6%）</li><li>安全裕度%：4.2%</li><li>德尔塔：28</li></ul><b>第 2 步：购买股票（仓位规模的 50%）</b></blockquote></p><p> <i>Note: At the time of publication, INTC was trading at $49.60. If you already own the stock, you can skip to Step 3.</i></p><p><blockquote><i>注：在发布时，INTC的交易价格为49.60美元。如果您已经拥有该股票，您可以跳到第 3 步。</i></blockquote></p><p> The second step of the Triple Play is to buy the stock (50% of your target position size). For example, if you wanted to own 400 shares of INTC... you would buy 200 shares of stock.</p><p><blockquote>三重策略的第二步是购买股票（目标仓位规模的 50%）。例如，如果你想拥有400股INTC股票……你会买200股股票。</blockquote></p><p> <b>Step 3: Sell Covered Calls On Your Stock Position (*optional*)</b></p><p><blockquote><b>第 3 步：出售股票头寸上的备兑评级（*可选*）</b></blockquote></p><p> A covered call strategy will help generate some short-term income, maintain some upside exposure, and mitigate some downside risk.</p><p><blockquote>备兑看涨期权策略将有助于产生一些短期收入，维持一些上行风险，并减轻一些下行风险。</blockquote></p><p> With a covered call, you are agreeing to sell your stock at a higher price (your call option strike price) but you get to keep your call option premium either way.</p><p><blockquote>通过备兑看涨期权，您同意以更高的价格（您的看涨期权期权执行价格）出售您的股票，但无论哪种方式，您都可以保留您的看涨期权期权费。</blockquote></p><p> As discussed in the video, since we like the upside potential in the near term with INTC, you will want to give yourself some room for the stock to run.<b>So we would actually recommend waiting for the stock to trade a little higher before selling covered calls.</b></p><p><blockquote>正如视频中所讨论的，由于我们看好 INTC 短期内的上涨潜力，因此您需要给自己一些股票运行的空间。<b>因此，我们实际上建议等待股票交易稍微走高后再出售备兑评级。</b></blockquote></p><p> That said, if you wanted to execute the covered calls today, I would certainly consider taking less premium income to preserve more potential upside profit. For example, the $53.00 call would give you an extra 0.5% of income per month (6.0% annualized)...which would essentially triple your dividend yield on the stock!</p><p><blockquote>也就是说，如果您今天想执行承保评级，我肯定会考虑减少保费收入，以保留更多潜在的上行利润。例如，53.00美元的看涨期权会给你每月额外0.5%的收入（年化6.0%）...这基本上会让你的股票股息收益率增加两倍!</blockquote></p><p> <i><b>INTC Nov 19th $53.00 Call (28 days until expiration)</b></i></p><p><blockquote><i><b>INTC 11 月 19 日 $53.00 看涨期权（距到期 28 天）</b></i></blockquote></p><p> <ul>  <li>Option Premium: ~$0.25 premium</li>  <li>Average Monthly Yield %: 0.5% (6.0% annualized)</li>  <li>Upside Profit %: 7.4%</li>  <li>Delta: 15</li> </ul> <b>Conclusion</b></p><p><blockquote><ul><li>期权溢价：~0.25 美元溢价</li><li>平均月收益率%：0.5%（年化6.0%）</li><li>上行利润%：7.4%</li><li>德尔塔：15</li></ul><b>结论</b></blockquote></p><p> This Triple Play trade will allow you to take advantage of the upside potential in INTC stock while also giving you some downside cushion if shares trade lower in the near term. As the covered calls and cash-secured puts expire, you can rinse and repeat the Triple Play trade!</p><p><blockquote>这种三重交易将允许您利用 INTC 股票的上行潜力，同时如果股价在短期内走低，也可以为您提供一些下行缓冲。当备兑评级和现金担保看跌期权到期时，您可以清洗并重复三重交易!</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4461530-intel-intc-stock-good-value-or-value-trap\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"https://seekingalpha.com/article/4461530-intel-intc-stock-good-value-or-value-trap","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100055241","content_text":"Summary\n\nIntel had a mixed earnings report that sent some investors running for the hills.\nThe company beat earnings and actually raised guidance for 2021, but they signaled that supply chain issues remain and profitability in 2022 will be lower.\nAfter the sell-off, is Intel a good value or a value trap?\n\n4kodiak/iStock Unreleased via Getty Images\nThe waters have been pretty rough for Intel Corp. (INTC) investors over the past few years.\nIt seems like every time the sun comes out...there is another storm right around the corner.\nAs highlighted on the earnings call last night, the next \"storm\" brewing for Intel is continued supply chain issues (component shortages in the PC business) and reduced near-term profitability from rising capital expenditure needs, which has sent the stock plummeting 11% this morning into the abyss.\n\nHowever, buying the dips has actually been pretty lucrative in the recent past...if, of course, you were lucky enough to fade the rallies.\nTo be fair, Intel has had its fair share of challenges this year, despite general tailwinds in the industry (i.e., chip demand far outpacing supply).\nSpecifically, Intel has had some well-documented manufacturing blunders that have caused major delays and loss of some market share...mainly to Advanced Micro Devices (AMD).\nThis has triggered concern amongst investors that the stock may be a potential \"value trap\" now.\nAll that said, Intel is dedicated to spending $25 billion to $28 billion in 2022 and just broke ground on some new fabs.\nPersonally, I don't think we are anywhere near peak demand for chips and I believe that Intel's fabrication capabilities are (and will continue to be) a huge advantage for the company for years to come.\nSo how can we structure a trade to take advantage of the upside potential in the stock (after this pullback) while also protecting ourselves from more near-term downside (if any)?\nIt's a perfect situation for a \"Triple Play\" trade!\nIntel Corp.\nSector/Industry:Technology/Semiconductors\n\n Intel is the world's largest chipmaker. It designs and manufactures microprocessors for the global personal computer and data center markets. Intel pioneered the x86 architecture for microprocessors. It was the prime proponent of Moore's Law for advances in semiconductor manufacturing, though the firm has recently faced manufacturing delays. While Intel's server processor business has benefited from the shift to the cloud, the firm has also been expanding into new adjacencies as the personal computer market has stagnated. These include areas such as the Internet of Things, artificial intelligence, and automotive. Intel has been active on the merger and acquisitions front, acquiring Altera, Mobileye, and Habana Labs in order to bolster these efforts in non-PC arenas.\n\nSource: YCharts\nValuation/Upside Potential\nIntel looks extremely attractive from a valuation standpoint and is currently trading at a decent discount to all of its long-term valuation metrics (hence the high Value Ranking of 10).\nSpecifically, Intel is trading at a nice discount to its historical P/E multiple on a forward basis (10.6x 2021 earnings).Note that the company actually just increased its guidance for fiscal 2021 earnings to $5.28 per share.\nThat said, as supply chain worries decrease over time, we definitely think there could be some room for margin expansion in the future.\nIf you put just a 12x-14x multiple on consensus forward earnings of $5.28 per share for FYE 2021, that would equate to a $63.00- $73.00 stock price (representing 25%-45% upside from current levels).\nAlthough it probably won't get there in a straight line...\n\"Triple Play\" Trade Analysis\nA \"Triple Play\" trade involves simultaneously selling a cash-secured put and a covered call on a stock that you own.\nSource: Option Income Advisor\nNote that if you don't currently own INTC stock, you will want to buy it before you write the covered call.\nThis trade will allow you to take advantage of the upside potential in the stock while also protecting some of the near-term downside (if any).\nStep 1: Sell Cash-Secured Puts (50% of position size)\nThe first step of the Triple Play trade is to sell a cash-secured put on the stock for 50% of your target position size. For example, if you wanted to own 400 shares of INTC... you would sell 2 cash-secured put contract, which represents 200 shares of stock.\nThe three main data points we look at when analyzing a cash-secured put trade are:\n\nPremium Yield % (or Average Monthly Yield %): Measure of expected return on capital assuming that the option expires worthless (out-of-the-money).Assumes that the option is fully cash secured.\nMargin-of-Safety %: Measure of downside protection or the percentage that the underlying stock could decline and would still allow you to break even on the option trade.\nDelta: A good proxy for the probability that the put option will finish in-the-money.\n\nNote that there's always a negative correlation between Premium Yield and Margin of Safety: The higher the Premium Yield for a given strike month, the lower the Margin of Safety.\nInvestors always should be honest with themselves about their risk tolerance. Selling CSPs can be adapted to suit your needs.\nAs discussed in the video, we like the $45.00-$50.00 range for INTC in the near term. So we like the following cash-secured put:\nINTC Nov 19th $47.50.00 Put (28 days until expiration)\n\nOption Premium: ~$0.58 premium\nAverage Monthly Yield %: 1.3% (15.6% annualized)\nMargin-of-Safety %: 4.2%\nDelta: 28\n\nStep 2: Buy the Stock (50% of position size)\nNote: At the time of publication, INTC was trading at $49.60. If you already own the stock, you can skip to Step 3.\nThe second step of the Triple Play is to buy the stock (50% of your target position size). For example, if you wanted to own 400 shares of INTC... you would buy 200 shares of stock.\nStep 3: Sell Covered Calls On Your Stock Position (*optional*)\nA covered call strategy will help generate some short-term income, maintain some upside exposure, and mitigate some downside risk.\nWith a covered call, you are agreeing to sell your stock at a higher price (your call option strike price) but you get to keep your call option premium either way.\nAs discussed in the video, since we like the upside potential in the near term with INTC, you will want to give yourself some room for the stock to run.So we would actually recommend waiting for the stock to trade a little higher before selling covered calls.\nThat said, if you wanted to execute the covered calls today, I would certainly consider taking less premium income to preserve more potential upside profit. For example, the $53.00 call would give you an extra 0.5% of income per month (6.0% annualized)...which would essentially triple your dividend yield on the stock!\nINTC Nov 19th $53.00 Call (28 days until expiration)\n\nOption Premium: ~$0.25 premium\nAverage Monthly Yield %: 0.5% (6.0% annualized)\nUpside Profit %: 7.4%\nDelta: 15\n\nConclusion\nThis Triple Play trade will allow you to take advantage of the upside potential in INTC stock while also giving you some downside cushion if shares trade lower in the near term. As the covered calls and cash-secured puts expire, you can rinse and repeat the Triple Play trade!","news_type":1,"symbols_score_info":{"INTC":0.9}},"isVote":1,"tweetType":1,"viewCount":987,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828386826,"gmtCreate":1633844604071,"gmtModify":1633844604071,"author":{"id":"4087384441438000","authorId":"4087384441438000","name":"countinghoes","avatar":"https://static.tigerbbs.com/d2c6a64aa9b725bb5808ba07d517158c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087384441438000","idStr":"4087384441438000"},"themes":[],"title":"","htmlText":"Please like, thanks","listText":"Please like, thanks","text":"Please like, thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/828386826","repostId":"2174920514","repostType":4,"isVote":1,"tweetType":1,"viewCount":792,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":821546962,"gmtCreate":1633765417426,"gmtModify":1633765417842,"author":{"id":"4087384441438000","authorId":"4087384441438000","name":"countinghoes","avatar":"https://static.tigerbbs.com/d2c6a64aa9b725bb5808ba07d517158c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087384441438000","idStr":"4087384441438000"},"themes":[],"title":"","htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/821546962","repostId":"2174920514","repostType":4,"isVote":1,"tweetType":1,"viewCount":874,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":850172035,"gmtCreate":1634567783251,"gmtModify":1634567783339,"author":{"id":"4087384441438000","authorId":"4087384441438000","name":"countinghoes","avatar":"https://static.tigerbbs.com/d2c6a64aa9b725bb5808ba07d517158c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087384441438000","idStr":"4087384441438000"},"themes":[],"title":"","htmlText":"Incredible","listText":"Incredible","text":"Incredible","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/850172035","repostId":"1185155570","repostType":4,"repost":{"id":"1185155570","kind":"news","pubTimestamp":1634511079,"share":"https://www.laohunote.com/m/news/1185155570?lang=zh_CN&edition=full","pubTime":"2021-10-18 06:51","market":"us","language":"en","title":"Tesla, AT&T, Netflix, ASML, Snap and Other Stocks for Investors to Watch This Week<blockquote>特斯拉、AT&amp;T、Netflix、ASML、Snap和其他投资者本周值得关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1185155570","media":"Barrons","summary":"Seventy-two S&P 500 companies report earnings this week, as third-quarter earnings season ramps up. ","content":"<p>Seventy-two&nbsp;S&amp;P 500&nbsp;companies report earnings this week,&nbsp;as third-quarter earnings season ramps up. Several big U.S. banks got things off to a strong start last week. This week’s earnings highlights&nbsp;will include&nbsp;results from notable companies in telecom, consumer staples, energy, technology, health care, and the airline industry.</p><p><blockquote>随着第三季度财报季的加剧，72 家标普500公司本周公布了财报。几家美国大银行上周开局强劲。本周的财报亮点将包括电信、必需消费品、能源、科技、医疗保健和航空业等知名公司的业绩。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/685ba1e7f4763c12a3c0159fc2469ded\" tg-width=\"1878\" tg-height=\"2461\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Albertsons and&nbsp;State Street&nbsp;get the ball rolling on Monday.Procter &amp; Gamble,Halliburton,and&nbsp;Johnson &amp; Johnson&nbsp;are Tuesday morning’s highlights, followed by&nbsp;Netflix&nbsp;and&nbsp;United Airlines Holdings&nbsp;after the market closes.</p><p><blockquote>宝洁公司（Albertsons）和道富银行（State Street）将在周一大放异彩。宝洁公司（Procter &amp; Gamble）、哈里伯顿公司（Halliburton）和强生公司（Johnson &amp; Johnson）是周二上午的亮点，Netflix 和美国联合航空公司（United Airlines Holdings）将在收盘后紧随其后。</blockquote></p><p> On Wednesday,Verizon Communications,IBM,and Tesla will get the most attention.AT&amp;T, American Airlines Group,Southwest Airlines,and&nbsp;Chipotle Mexican Grill&nbsp;report on Thursday, then&nbsp;American Express,Schlumberger,and&nbsp;Honeywell International&nbsp;close the week on Friday.</p><p><blockquote>周三，威瑞森通信公司、IBM 和特斯拉将受到最多的关注。美国电话电报公司、美国航空集团、西南航空和 Chipotle Mexican Grill 将于周四发布报告，随后美国运通、斯伦贝谢和霍尼韦尔国际公司将于周五收盘。</blockquote></p><p> Economic data highlights this week include the Conference Board’s Leading Economic Index for September on Thursday and&nbsp;IHS Markit’s&nbsp;Manufacturing and Services Purchasing Managers’ indexes for October on Friday. All are seen easing back from their prior months’ levels.</p><p><blockquote>本周的经济数据亮点包括周四公布的世界大型企业联合会9月份领先经济指数和周五公布的IHS Markit 10月份制造业和服务业采购经理人指数。所有人都从前几个月的水平回落了。</blockquote></p><p> Other releases this week include the Federal Reserve’s most recent Beige Book, describing economic conditions across the U.S., and a pair of September housing-market indicators: The Census Bureau reports new residential construction data on Tuesday and the National Association of Realtors reports existing-home sales on Thursday.</p><p><blockquote>本周发布的其他数据包括美联储最新发布的褐皮书（描述了美国各地的经济状况），以及 9 月份的两项房地产市场指标： 美国人口普查局（Census Bureau）将于周二报告新的住宅建设数据，全国房地产经纪人协会（National Association of Realtors）将于周四报告现房销售情况。</blockquote></p><p> <b>Monday 10/18</b></p><p><blockquote><b>10/18星期一</b></blockquote></p><p> <b>The Federal Reserve</b>&nbsp;releases industrial production data for September. Economists are looking for a 0.20% rise after a 0.4% increase in August. Capacity utilization is expected at 76.5% for September, roughly in line with August’s 76.4%.</p><p><blockquote><b>美联储</b>公布9月份工业生产数据。继 8 月份上涨 0.4% 之后，经济学家预计上涨 0.20%。预计 9 月份的产能利用率为 76.5%，与 8 月份的 76.4% 大致持平。</blockquote></p><p> Albertsons, Philips, Steel Dynamics, and State Street are among companies releasing quarterly financial results.</p><p><blockquote>艾伯森、飞利浦、Steel Dynamics和道富银行等公司发布了季度财务业绩。</blockquote></p><p> <b>Tuesday 10/19</b></p><p><blockquote><b>星期二 10/19</b></blockquote></p><p> <b>The Census Bureau</b> reports new residential construction data for September. Economists forecast a seasonally adjusted annual rate of 1.623 million housing starts, compared with 1.615 million in August.</p><p><blockquote><b>人口普查局</b>报告9月份新住宅建设数据。经济学家预测，经季节性调整后的新屋开工年率为 162.3 万套，而 8 月份为 161.5 万套。</blockquote></p><p> Halliburton, Procter &amp; Gamble, Johnson &amp; Johnson, Synchrony, Travelers, Philip Morris International, Kansas City Southern, WD-40, Interactive Brokers Group, Netflix, ManpowerGroup, Dover, and Canadian National Railway are among companies hosting earnings conference calls.</p><p><blockquote>Halliburton、Procter &amp; Gamble、Johnson &amp; Johnson、Synchrony、Travelers、Philip Morris International、Kansas City Southern、WD-40、Interactive Brokers Group、Netflix、ManpowerGroup、Dover 和加拿大国家铁路公司等公司在评级举办了财报会议。</blockquote></p><p> <b>Wednesday 10/20</b></p><p><blockquote><b>星期三10/20</b></blockquote></p><p> <b>The Federal Reserve</b> releases its beige book about current economic conditions across the central bank’s 12 districts.</p><p><blockquote><b>美联储</b>发布关于中央银行 12 个地区当前经济状况的褐皮书。</blockquote></p><p> Abbott Laboratories, Biogen, NextEra Energy, ASML Holding, Nasdaq, Canadian Pacific Railway, Verizon Communications, CSX, Lam Research, Tesla, IBM, and Anthem discuss quarterly financial results.</p><p><blockquote>雅培实验室、百健、NextEra Energy、ASML Holding、纳斯达克、加拿大太平洋铁路、威瑞森通信、CSX、Lam Research、特斯拉、IBM 和 Anthem 讨论季度财务业绩。</blockquote></p><p> <b>Thursday 10/21</b></p><p><blockquote><b>星期四 10/21</b></blockquote></p><p> <b>The National Association</b> of Realtors reports existing-home sales for September. Economists forecast a seasonally adjusted annual rate of 6.10 million homes sold, compared with 5.88 million homes in August.</p><p><blockquote><b>全国协会</b>房地产经纪人报告9月份的现房销售情况。经济学家预测，经季节性调整后的年销量为610万套，而8月份为588万套。</blockquote></p><p> Dow, Freeport-McMoRan, Genuine Parts, Southwest Airlines, Valero Energy, Blackstone, Quest Diagnostics, Snap-on, Tractor Supply, Barclays, Danaher, AT&amp;T, Nucor, American Airlines Group, AutoNation, Valero Energy, SL Green Realty, Intel, Snap, Boston Beer, Mattel, and Chipotle Mexican Grill host earnings conference calls to discuss quarterly results.</p><p><blockquote>陶氏化学、自由港麦克莫兰、Genuine Parts、西南航空、Valero Energy、黑石、Quest Diagnostics、Snap安、拖拉机供应、巴克莱银行、丹纳赫、美国电话电报公司、纽柯、美国航空集团、AutoNation、Valero Energy、SL Green Realty、英特尔、Snap、Boston Beer、美泰和Chipotle Mexican Grill在评级举办财报会议，讨论季度业绩。</blockquote></p><p> <b>The Philadelphia Fed</b>&nbsp;diffusion index, a measure of overall manufacturing activity, is expected to fall to 24 in October from September’s 30.7 reading.</p><p><blockquote><b>费城联储</b>衡量整体制造业活动的扩散指数预计将从 9 月份的 30.7 降至 10 月份的 24。</blockquote></p><p> <b>The Conference Board</b>&nbsp;releases its Leading Economic Index for September. Expectations are for a 0.50% rise, after August’s 0.90% gain.</p><p><blockquote><b>会议委员会</b>发布9月份领先经济指数。继 8 月份上涨 0.90% 之后，预计上涨 0.50%。</blockquote></p><p> <b>Friday 10/22</b></p><p><blockquote><b>10/22星期五</b></blockquote></p><p> <b>IHS Markit releases</b>&nbsp;the Manufacturing and Services Purchasing Managers’ indexes for October. Consensus estimate for the Manufacturing PMI is 60.3, while the Services PMI is expected to be 54.7, compared with 60.7 and 54.9, respectively, in September.</p><p><blockquote><b>IHS Markit 发布</b>10月份制造业和服务业采购经理人指数。制造业PMI的普遍预期为60.3，而服务业PMI预计为54.7，而9月份分别为60.7和54.9。</blockquote></p><p> Whirlpool, Honeywell, Cleveland-Cliffs, Celanese, HCA Healthcare, Schlumberger, Seagate Technology Holdings, VF Corp., and American Express host investor conference calls.</p><p><blockquote>惠而浦、霍尼韦尔、Cleveland-Cliffs、塞拉尼斯、HCA Healthcare、斯伦贝谢、希捷科技控股公司、VF公司和美国运通主办了评级投资者会议。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla, AT&T, Netflix, ASML, Snap and Other Stocks for Investors to Watch This Week<blockquote>特斯拉、AT&amp;T、Netflix、ASML、Snap和其他投资者本周值得关注的股票</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\">\nTesla, AT&T, Netflix, ASML, Snap and Other Stocks for Investors to Watch This Week<blockquote>特斯拉、AT&amp;T、Netflix、ASML、Snap和其他投资者本周值得关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-10-18 06:51</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Seventy-two&nbsp;S&amp;P 500&nbsp;companies report earnings this week,&nbsp;as third-quarter earnings season ramps up. Several big U.S. banks got things off to a strong start last week. This week’s earnings highlights&nbsp;will include&nbsp;results from notable companies in telecom, consumer staples, energy, technology, health care, and the airline industry.</p><p><blockquote>随着第三季度财报季的加剧，72 家标普500公司本周公布了财报。几家美国大银行上周开局强劲。本周的财报亮点将包括电信、必需消费品、能源、科技、医疗保健和航空业等知名公司的业绩。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/685ba1e7f4763c12a3c0159fc2469ded\" tg-width=\"1878\" tg-height=\"2461\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Albertsons and&nbsp;State Street&nbsp;get the ball rolling on Monday.Procter &amp; Gamble,Halliburton,and&nbsp;Johnson &amp; Johnson&nbsp;are Tuesday morning’s highlights, followed by&nbsp;Netflix&nbsp;and&nbsp;United Airlines Holdings&nbsp;after the market closes.</p><p><blockquote>宝洁公司（Albertsons）和道富银行（State Street）将在周一大放异彩。宝洁公司（Procter &amp; Gamble）、哈里伯顿公司（Halliburton）和强生公司（Johnson &amp; Johnson）是周二上午的亮点，Netflix 和美国联合航空公司（United Airlines Holdings）将在收盘后紧随其后。</blockquote></p><p> On Wednesday,Verizon Communications,IBM,and Tesla will get the most attention.AT&amp;T, American Airlines Group,Southwest Airlines,and&nbsp;Chipotle Mexican Grill&nbsp;report on Thursday, then&nbsp;American Express,Schlumberger,and&nbsp;Honeywell International&nbsp;close the week on Friday.</p><p><blockquote>周三，威瑞森通信公司、IBM 和特斯拉将受到最多的关注。美国电话电报公司、美国航空集团、西南航空和 Chipotle Mexican Grill 将于周四发布报告，随后美国运通、斯伦贝谢和霍尼韦尔国际公司将于周五收盘。</blockquote></p><p> Economic data highlights this week include the Conference Board’s Leading Economic Index for September on Thursday and&nbsp;IHS Markit’s&nbsp;Manufacturing and Services Purchasing Managers’ indexes for October on Friday. All are seen easing back from their prior months’ levels.</p><p><blockquote>本周的经济数据亮点包括周四公布的世界大型企业联合会9月份领先经济指数和周五公布的IHS Markit 10月份制造业和服务业采购经理人指数。所有人都从前几个月的水平回落了。</blockquote></p><p> Other releases this week include the Federal Reserve’s most recent Beige Book, describing economic conditions across the U.S., and a pair of September housing-market indicators: The Census Bureau reports new residential construction data on Tuesday and the National Association of Realtors reports existing-home sales on Thursday.</p><p><blockquote>本周发布的其他数据包括美联储最新发布的褐皮书（描述了美国各地的经济状况），以及 9 月份的两项房地产市场指标： 美国人口普查局（Census Bureau）将于周二报告新的住宅建设数据，全国房地产经纪人协会（National Association of Realtors）将于周四报告现房销售情况。</blockquote></p><p> <b>Monday 10/18</b></p><p><blockquote><b>10/18星期一</b></blockquote></p><p> <b>The Federal Reserve</b>&nbsp;releases industrial production data for September. Economists are looking for a 0.20% rise after a 0.4% increase in August. Capacity utilization is expected at 76.5% for September, roughly in line with August’s 76.4%.</p><p><blockquote><b>美联储</b>公布9月份工业生产数据。继 8 月份上涨 0.4% 之后，经济学家预计上涨 0.20%。预计 9 月份的产能利用率为 76.5%，与 8 月份的 76.4% 大致持平。</blockquote></p><p> Albertsons, Philips, Steel Dynamics, and State Street are among companies releasing quarterly financial results.</p><p><blockquote>艾伯森、飞利浦、Steel Dynamics和道富银行等公司发布了季度财务业绩。</blockquote></p><p> <b>Tuesday 10/19</b></p><p><blockquote><b>星期二 10/19</b></blockquote></p><p> <b>The Census Bureau</b> reports new residential construction data for September. Economists forecast a seasonally adjusted annual rate of 1.623 million housing starts, compared with 1.615 million in August.</p><p><blockquote><b>人口普查局</b>报告9月份新住宅建设数据。经济学家预测，经季节性调整后的新屋开工年率为 162.3 万套，而 8 月份为 161.5 万套。</blockquote></p><p> Halliburton, Procter &amp; Gamble, Johnson &amp; Johnson, Synchrony, Travelers, Philip Morris International, Kansas City Southern, WD-40, Interactive Brokers Group, Netflix, ManpowerGroup, Dover, and Canadian National Railway are among companies hosting earnings conference calls.</p><p><blockquote>Halliburton、Procter &amp; Gamble、Johnson &amp; Johnson、Synchrony、Travelers、Philip Morris International、Kansas City Southern、WD-40、Interactive Brokers Group、Netflix、ManpowerGroup、Dover 和加拿大国家铁路公司等公司在评级举办了财报会议。</blockquote></p><p> <b>Wednesday 10/20</b></p><p><blockquote><b>星期三10/20</b></blockquote></p><p> <b>The Federal Reserve</b> releases its beige book about current economic conditions across the central bank’s 12 districts.</p><p><blockquote><b>美联储</b>发布关于中央银行 12 个地区当前经济状况的褐皮书。</blockquote></p><p> Abbott Laboratories, Biogen, NextEra Energy, ASML Holding, Nasdaq, Canadian Pacific Railway, Verizon Communications, CSX, Lam Research, Tesla, IBM, and Anthem discuss quarterly financial results.</p><p><blockquote>雅培实验室、百健、NextEra Energy、ASML Holding、纳斯达克、加拿大太平洋铁路、威瑞森通信、CSX、Lam Research、特斯拉、IBM 和 Anthem 讨论季度财务业绩。</blockquote></p><p> <b>Thursday 10/21</b></p><p><blockquote><b>星期四 10/21</b></blockquote></p><p> <b>The National Association</b> of Realtors reports existing-home sales for September. Economists forecast a seasonally adjusted annual rate of 6.10 million homes sold, compared with 5.88 million homes in August.</p><p><blockquote><b>全国协会</b>房地产经纪人报告9月份的现房销售情况。经济学家预测，经季节性调整后的年销量为610万套，而8月份为588万套。</blockquote></p><p> Dow, Freeport-McMoRan, Genuine Parts, Southwest Airlines, Valero Energy, Blackstone, Quest Diagnostics, Snap-on, Tractor Supply, Barclays, Danaher, AT&amp;T, Nucor, American Airlines Group, AutoNation, Valero Energy, SL Green Realty, Intel, Snap, Boston Beer, Mattel, and Chipotle Mexican Grill host earnings conference calls to discuss quarterly results.</p><p><blockquote>陶氏化学、自由港麦克莫兰、Genuine Parts、西南航空、Valero Energy、黑石、Quest Diagnostics、Snap安、拖拉机供应、巴克莱银行、丹纳赫、美国电话电报公司、纽柯、美国航空集团、AutoNation、Valero Energy、SL Green Realty、英特尔、Snap、Boston Beer、美泰和Chipotle Mexican Grill在评级举办财报会议，讨论季度业绩。</blockquote></p><p> <b>The Philadelphia Fed</b>&nbsp;diffusion index, a measure of overall manufacturing activity, is expected to fall to 24 in October from September’s 30.7 reading.</p><p><blockquote><b>费城联储</b>衡量整体制造业活动的扩散指数预计将从 9 月份的 30.7 降至 10 月份的 24。</blockquote></p><p> <b>The Conference Board</b>&nbsp;releases its Leading Economic Index for September. Expectations are for a 0.50% rise, after August’s 0.90% gain.</p><p><blockquote><b>会议委员会</b>发布9月份领先经济指数。继 8 月份上涨 0.90% 之后，预计上涨 0.50%。</blockquote></p><p> <b>Friday 10/22</b></p><p><blockquote><b>10/22星期五</b></blockquote></p><p> <b>IHS Markit releases</b>&nbsp;the Manufacturing and Services Purchasing Managers’ indexes for October. Consensus estimate for the Manufacturing PMI is 60.3, while the Services PMI is expected to be 54.7, compared with 60.7 and 54.9, respectively, in September.</p><p><blockquote><b>IHS Markit 发布</b>10月份制造业和服务业采购经理人指数。制造业PMI的普遍预期为60.3，而服务业PMI预计为54.7，而9月份分别为60.7和54.9。</blockquote></p><p> Whirlpool, Honeywell, Cleveland-Cliffs, Celanese, HCA Healthcare, Schlumberger, Seagate Technology Holdings, VF Corp., and American Express host investor conference calls.</p><p><blockquote>惠而浦、霍尼韦尔、Cleveland-Cliffs、塞拉尼斯、HCA Healthcare、斯伦贝谢、希捷科技控股公司、VF公司和美国运通主办了评级投资者会议。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/tesla-at-t-netflix-chipotle-and-other-stocks-for-investors-to-watch-this-week-51634497206?mod=hp_LATEST\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CMG":"墨式烧烤",".IXIC":"NASDAQ Composite","IBM":"IBM","HAL":"哈里伯顿","INTC":"英特尔","UAL":"联合大陆航空","JNJ":"强生","NFLX":"奈飞",".SPX":"S&P 500 Index","TSLA":"特斯拉","T":"At&T",".DJI":"道琼斯","AAL":"美国航空","LUV":"西南航空","AXP":"美国运通"},"source_url":"https://www.barrons.com/articles/tesla-at-t-netflix-chipotle-and-other-stocks-for-investors-to-watch-this-week-51634497206?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185155570","content_text":"Seventy-two S&P 500 companies report earnings this week, as third-quarter earnings season ramps up. Several big U.S. banks got things off to a strong start last week. This week’s earnings highlights will include results from notable companies in telecom, consumer staples, energy, technology, health care, and the airline industry.\n\nAlbertsons and State Street get the ball rolling on Monday.Procter & Gamble,Halliburton,and Johnson & Johnson are Tuesday morning’s highlights, followed by Netflix and United Airlines Holdings after the market closes.\nOn Wednesday,Verizon Communications,IBM,and Tesla will get the most attention.AT&T, American Airlines Group,Southwest Airlines,and Chipotle Mexican Grill report on Thursday, then American Express,Schlumberger,and Honeywell International close the week on Friday.\nEconomic data highlights this week include the Conference Board’s Leading Economic Index for September on Thursday and IHS Markit’s Manufacturing and Services Purchasing Managers’ indexes for October on Friday. All are seen easing back from their prior months’ levels.\nOther releases this week include the Federal Reserve’s most recent Beige Book, describing economic conditions across the U.S., and a pair of September housing-market indicators: The Census Bureau reports new residential construction data on Tuesday and the National Association of Realtors reports existing-home sales on Thursday.\nMonday 10/18\nThe Federal Reserve releases industrial production data for September. Economists are looking for a 0.20% rise after a 0.4% increase in August. Capacity utilization is expected at 76.5% for September, roughly in line with August’s 76.4%.\nAlbertsons, Philips, Steel Dynamics, and State Street are among companies releasing quarterly financial results.\nTuesday 10/19\nThe Census Bureau reports new residential construction data for September. Economists forecast a seasonally adjusted annual rate of 1.623 million housing starts, compared with 1.615 million in August.\nHalliburton, Procter & Gamble, Johnson & Johnson, Synchrony, Travelers, Philip Morris International, Kansas City Southern, WD-40, Interactive Brokers Group, Netflix, ManpowerGroup, Dover, and Canadian National Railway are among companies hosting earnings conference calls.\nWednesday 10/20\nThe Federal Reserve releases its beige book about current economic conditions across the central bank’s 12 districts.\nAbbott Laboratories, Biogen, NextEra Energy, ASML Holding, Nasdaq, Canadian Pacific Railway, Verizon Communications, CSX, Lam Research, Tesla, IBM, and Anthem discuss quarterly financial results.\nThursday 10/21\nThe National Association of Realtors reports existing-home sales for September. Economists forecast a seasonally adjusted annual rate of 6.10 million homes sold, compared with 5.88 million homes in August.\nDow, Freeport-McMoRan, Genuine Parts, Southwest Airlines, Valero Energy, Blackstone, Quest Diagnostics, Snap-on, Tractor Supply, Barclays, Danaher, AT&T, Nucor, American Airlines Group, AutoNation, Valero Energy, SL Green Realty, Intel, Snap, Boston Beer, Mattel, and Chipotle Mexican Grill host earnings conference calls to discuss quarterly results.\nThe Philadelphia Fed diffusion index, a measure of overall manufacturing activity, is expected to fall to 24 in October from September’s 30.7 reading.\nThe Conference Board releases its Leading Economic Index for September. Expectations are for a 0.50% rise, after August’s 0.90% gain.\nFriday 10/22\nIHS Markit releases the Manufacturing and Services Purchasing Managers’ indexes for October. Consensus estimate for the Manufacturing PMI is 60.3, while the Services PMI is expected to be 54.7, compared with 60.7 and 54.9, respectively, in September.\nWhirlpool, Honeywell, Cleveland-Cliffs, Celanese, HCA Healthcare, Schlumberger, Seagate Technology Holdings, VF Corp., and American Express host investor conference calls.","news_type":1,"symbols_score_info":{"CMG":0.9,"AXP":0.9,"TSLA":0.9,"LUV":0.9,"HAL":0.9,".IXIC":0.9,"IBM":0.9,"INTC":0.9,"NFLX":0.9,".SPX":0.9,"T":0.9,".DJI":0.9,"AAL":0.9,"UAL":0.9,"JNJ":0.9}},"isVote":1,"tweetType":1,"viewCount":608,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828760074,"gmtCreate":1633947140624,"gmtModify":1633947140624,"author":{"id":"4087384441438000","authorId":"4087384441438000","name":"countinghoes","avatar":"https://static.tigerbbs.com/d2c6a64aa9b725bb5808ba07d517158c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087384441438000","idStr":"4087384441438000"},"themes":[],"title":"","htmlText":"Please like, tq!","listText":"Please like, tq!","text":"Please like, tq!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/828760074","repostId":"2174971913","repostType":4,"isVote":1,"tweetType":1,"viewCount":556,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":821542823,"gmtCreate":1633765493557,"gmtModify":1633765493625,"author":{"id":"4087384441438000","authorId":"4087384441438000","name":"countinghoes","avatar":"https://static.tigerbbs.com/d2c6a64aa9b725bb5808ba07d517158c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087384441438000","idStr":"4087384441438000"},"themes":[],"title":"","htmlText":"Which is the best?","listText":"Which is the best?","text":"Which is the best?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/821542823","repostId":"1167388174","repostType":4,"isVote":1,"tweetType":1,"viewCount":653,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873993501,"gmtCreate":1636818330319,"gmtModify":1636818330319,"author":{"id":"4087384441438000","authorId":"4087384441438000","name":"countinghoes","avatar":"https://static.tigerbbs.com/d2c6a64aa9b725bb5808ba07d517158c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087384441438000","idStr":"4087384441438000"},"themes":[],"title":"","htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873993501","repostId":"1102251183","repostType":4,"repost":{"id":"1102251183","kind":"news","pubTimestamp":1636772424,"share":"https://www.laohunote.com/m/news/1102251183?lang=zh_CN&edition=full","pubTime":"2021-11-13 11:00","market":"us","language":"en","title":"Pfizer Shows Its R&D Is Strong. It’s a Good Sign for the Stock.<blockquote>辉瑞显示出其研发实力雄厚。这对该股来说是个好兆头。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1102251183","media":"Barrons","summary":"Pfizer’s chief scientific officer, Mikael Dolsten, sounded giddy when reached via telephone early Mo","content":"<p>Pfizer’s&nbsp;chief scientific officer, Mikael Dolsten, sounded giddy when reached via telephone early Monday morning. It was just days after his company knocked the socks off the market with the news that its Covid-19 antiviral had cut the risk of hospitalization by 89% in high-risk adults.</p><p><blockquote>周一清晨，通过电话联系到辉瑞公司的首席科学官米凯尔-多尔斯滕（Mikael Dolsten）时，他听起来头晕目眩。就在几天前，他的公司宣布其 Covid-19 抗病毒药物已将高危成年人的住院风险降低了 89%，这一消息震惊了市场。</blockquote></p><p> “It can’t be just a random thing, that you’re able to beat this type of world record and get a grand slam at the same time by chance,” Dolsten said, scrambling sports metaphors as he sought to illustrate the magnitude of Pfizer’s twin wins: the development of a stunningly effective Covid-19 vaccine in just 10 months, followed a year later by the development of a similarly stunning Covid-19 antiviral.</p><p><blockquote>“多尔斯滕说：”这不可能是一件偶然的事情，你能够打破这种世界纪录，同时获得大满贯。他在试图说明辉瑞公司双赢的重要性时，用了体育比喻： 仅用了 10 个月就研制出了一种非常有效的 Covid-19 疫苗，一年后又研制出了一种同样令人惊叹的 Covid-19 抗病毒药物。</blockquote></p><p> Two years ago, Pfizer (ticker: PFE) CEO Albert Bourla asked investors to take a big gamble on the research-and-development operation that Dolsten has rebuilt over the course of more than a decade. That bet is looking smarter than ever.</p><p><blockquote>两年前，辉瑞（股票代码：PFE）首席执行官阿尔伯特·布尔拉 (Albert Bourla) 要求投资者在多尔斯滕十多年来重建的研发业务上下大注。这个赌注看起来比以往任何时候都聪明。</blockquote></p><p> Bourla has gotten rid of Pfizer’s off-patent drugs division and the last of its consumer health products, leaving behind a pure-play biopharma company that will live or die on the strength of Dolsten’s science.</p><p><blockquote>Bourla 已经摆脱了辉瑞公司的非专利药物部门及其最后的消费者保健产品，留下了一家纯粹的生物制药公司，该公司将依靠多尔斯滕的科学力量生死存亡。</blockquote></p><p> In a cover story in November 2019, <i>Barron’s</i> argued that Bourla and Dolsten could pull it off.</p><p><blockquote>在 2019 年 11 月的封面故事中，<i>巴伦</i>认为Bourla和Dolsten能成功。</blockquote></p><p> The new antiviral data reaffirms the case for Pfizer that <i>Barron’s</i> made two years ago. Continuing to profit off the pandemic, however, brings new risks, as criticism grows over the global inequity in vaccine distribution. Low-income nations account for less than 1% of the more than seven billion doses administered worldwide. If distribution of Pfizer’s antiviral continues to favor wealthy nations, the company’s stock could ultimately suffer.</p><p><blockquote>新的抗病毒数据再次证实了辉瑞公司的观点：<i>巴伦</i>两年前做的。然而，随着对全球疫苗分配不平等的批评越来越多，继续从疫情中获利会带来新的风险。低收入国家在全球70多亿剂疫苗中所占比例不到1%。如果辉瑞公司抗病毒药物的分销继续有利于富裕国家，该公司的股票最终可能会受到影响。</blockquote></p><p> Pfizer’s shares surged 10.9% the day the data came out, their best daily showing in at least 20 years. Still, with the stock now changing hands at around $50, investors continue to undervalue the company. Investors are pricing Pfizer at 12 times next year’s expected earnings, cheaper than peers like&nbsp;Johnson &amp; Johnson&nbsp;(JNJ) and&nbsp;Eli Lilly&nbsp;(LLY).</p><p><blockquote>数据公布当天，辉瑞公司股价飙升 10.9%，创下至少 20 年来最佳单日表现。尽管如此，随着该股目前在 50 美元左右易手，投资者继续低估该公司的估值。投资者对辉瑞公司的定价是明年预期收益的 12 倍，低于强生公司（JNJ）和礼来公司（LLY）等同行。</blockquote></p><p> The Pfizer discount can be attributed to concerns over the patent cliff the drugmaker faces at the end of the decade. The company stands to lose exclusivity over a handful of drugs that bring in billions in annual revenue.</p><p><blockquote>辉瑞的折扣可归因于对该制药商在本世纪末面临的专利悬崖的担忧。该公司将失去少数几种每年带来数十亿美元收入的药物的独家经营权。</blockquote></p><p> The worries are legitimate, but Pfizer’s scientific coup should give investors confidence that the company’s science can carry it safely over that cliff. It may take time for the market to catch up, but for long-term investors, it’s a promising opportunity.</p><p><blockquote>这种担忧是合理的，但辉瑞公司的科学政变应该让投资者相信，该公司的科学能够安全地渡过悬崖。市场可能需要时间才能迎头赶上，但对于长期投资者来说，这是一个充满希望的机会。</blockquote></p><p> The success of the antiviral is the best illustration yet of Pfizer’s scientific prowess.</p><p><blockquote>抗病毒药物的成功是辉瑞公司科学实力的最好例证。</blockquote></p><p> While Pfizer’s Covid-19 vaccine came out of the labs of the German biotech&nbsp;BioNTech&nbsp;(BNTX), the new Covid-19 antiviral was whipped up by what Dolsten called a “dream team” of scientists at Pfizer’s own labs across the Northeast U.S.</p><p><blockquote>辉瑞公司的 Covid-19 疫苗来自德国生物技术公司 BioNTech (BNTX) 的实验室，而新型 Covid-19 抗病毒药物则是由多尔斯滕所说的辉瑞公司位于美国东北部的实验室科学家 “梦之队 ”研发出来的。</blockquote></p><p> In the earliest days of the pandemic, Pfizer split its efforts between its collaboration with BioNTech on the vaccine and its quest for a Covid-19 pill. The vaccine effort operated on a huge scale; Dolsten called it a “mega team” that spanned the Atlantic.</p><p><blockquote>在大流行的早期，辉瑞公司将精力分散在与 BioNTech 在疫苗方面的合作和对 Covid-19 药丸的追求上。疫苗工作规模巨大；多尔斯滕称之为横跨大西洋的 “巨型团队”。</blockquote></p><p> The antiviral project was a much smaller operation—a group of Pfizer experts operating with resources left over from the vaccine push.</p><p><blockquote>抗病毒项目是一个规模小得多的项目——一组辉瑞专家利用疫苗推广剩余的资源开展工作。</blockquote></p><p> “The small molecule was more like a nimble, laser-focused, high-end team, with rather moderate resources,” Dolsten said.</p><p><blockquote>“多尔斯滕说：”小分子更像是一个灵活、专注于激光的高端团队，资源相当适中。</blockquote></p><p> Dolsten gathered some of Pfizer’s most experienced scientists to work on the antiviral project, including its head of medicine design, Charlotte Allerton. The scientists started with work Pfizer had done years ago on a type of antiviral called a protease inhibitor.</p><p><blockquote>多尔斯滕召集了辉瑞公司一些最有经验的科学家参与抗病毒项目，其中包括辉瑞公司的药物设计主管夏洛特-阿勒顿（Charlotte Allerton）。科学家们从辉瑞公司几年前在一种叫做蛋白酶抑制剂的抗病毒药物上所做的工作开始。</blockquote></p><p> “[Pfizer’s] pharmaceutical R&amp;D is better than people had thought.”</p><p><blockquote>“辉瑞的药物研发比人们想象的要好。”</blockquote></p><p> The protease inhibitors in the Pfizer library, however, had been administered intravenously, and had not worked well when delivered orally. The team had to figure out how to adapt the drugs to oral administration, a substantial undertaking.</p><p><blockquote>然而，辉瑞文库中的蛋白酶抑制剂是静脉注射给药的，口服给药时效果不佳。该团队必须弄清楚如何使药物适应口服给药，这是一项艰巨的任务。</blockquote></p><p> “They had to really create a lot of new chemistry,” Dolsten said. The scientists created 600 compounds to nail down the right drug, a process that might normally take years, and which they accomplished in a matter of months. “Four years turned into four months here,” he said.</p><p><blockquote>“多尔斯滕说：”他们必须真正创造很多新的化学反应。科学家们创造了 600 种化合物来确定合适的药物，这一过程通常可能需要数年时间，但他们在几个月内就完成了。“他说：”四年在这里变成了四个月。</blockquote></p><p> Pfizer started testing the pill in humans in March. It is now running a number of Phase 2/3 trials of the drug, including one for patients who are high risk, one for patients not high risk, and one as a prophylaxis for patients who have been exposed to the virus but aren’t yet sick. In the first readout, the drug looked substantially more effective than the Covid treatment pill from&nbsp;Merck&nbsp;(MRK).</p><p><blockquote>辉瑞公司于三月份开始在人体中测试这种药丸。目前，该公司正在对该药物进行多项 2/3 期试验，包括一项针对高危患者的试验、一项针对非高危患者的试验以及一项针对接触过病毒但尚未患病的患者的预防措施。在第一次读数中，该药物看起来比默克公司 (MRK) 的 Covid 治疗药丸更有效。</blockquote></p><p> “It definitely helps prove the point that [Pfizer’s] pharmaceutical R&amp;D is better than people had thought,” says Louise Chen, an analyst at Cantor Fitzgerald, who has an Overweight rating and a $61 price target on the stock.</p><p><blockquote>“Cantor Fitzgerald 的分析师 Louise Chen 说：”这无疑有助于证明（辉瑞的）药品研发比人们想象的要好。</blockquote></p><p></p><p> Chen says that she doesn’t expect investors to come around to her way of thinking until there is more clarity on the durability of Covid-19 vaccine and pill sales, and the rest of the pipeline gets proved out.</p><p><blockquote>陈说，在 Covid-19 疫苗和药丸销售的耐久性得到更明确以及其余的管道得到证实之前，她预计投资者不会接受她的想法。</blockquote></p><p> “There is not one event that I think will trigger a re-rating of the stock at the next level,” she says. “Until those things play out, I don’t think that it necessarily will.”</p><p><blockquote>“她说：”我认为没有一个事件会引发该股的评级被重新评级到下一个级别。“在这些事情发生之前，我认为不一定会发生。”</blockquote></p><p> That makes a bet on Pfizer a long-term play. In the meantime, the experience of&nbsp;Moderna&nbsp;(MRNA) in recent weeks is highlighting the potential for the vaccine makers to come under scrutiny over unequal distribution of vaccines.</p><p><blockquote>这使得押注辉瑞成为一项长期战略。与此同时，Moderna (MRNA) 最近几周的经历凸显了疫苗制造商因疫苗分配不均而受到审查的可能性。</blockquote></p><p> Biden administration officials have been increasingly frustrated with Moderna, calling on the company to ramp up production so it can offer more doses at not-for-profit prices to low-income countries, with one top official calling on the company to “step up.”</p><p><blockquote>拜登政府官员对 Moderna 公司越来越不满，呼吁该公司提高产量，以便以非营利价格向低收入国家提供更多剂量，一位高级官员呼吁该公司 “加大力度”。</blockquote></p><p> Moderna shares are down more than 40% over the past three months.</p><p><blockquote>Moderna 股价在过去三个月中下跌了 40% 以上。</blockquote></p><p> As the pandemic persists, Pfizer risks eroding the enormous goodwill it earned roughly a year ago when it introduced its Covid-19 vaccine. Earlier this month, Pfizer CEO Bourla blamed low-income countries for unfair vaccine distribution, telling <i>Barron’s</i> that it was their fault for not placing orders. Pfizer has sold a billion vaccine doses to the U.S. at a not-for-profit price to donate to poor countries, and says that a total of at least two billion doses will be delivered to low- and middle-income nations by the end of next year.</p><p><blockquote>随着疫情的持续，辉瑞公司可能会侵蚀大约一年前推出 Covid-19 疫苗时获得的巨大商誉。本月早些时候，辉瑞公司首席执行官布尔拉将疫苗分配不公归咎于低收入国家，并表示<i>巴伦</i>不下单是他们的错。辉瑞公司以非营利价格向美国出售了10亿剂疫苗，用于捐赠给贫困国家，并表示到明年年底将总共至少向中低收入国家交付20亿剂疫苗。</blockquote></p><p> When it comes to antivirals, Pfizer has said only that it will offer tiered pricing for poorer nations, the same approach it has taken with its vaccine.</p><p><blockquote>当谈到抗病毒药物时，辉瑞只表示将为较贫穷的国家提供分层定价，这与它对疫苗采取的方法相同。</blockquote></p><p> That contrasts sharply with Merck’s plan to make its own Covid-19 pill available to poor countries. Merck has signed a deal with a United Nations-backed group that will allow its pill to be licensed globally, with no royalties paid to Merck.</p><p><blockquote>这与默克公司向贫困国家提供自己的 Covid-19 药丸的计划形成了鲜明对比。默克公司已与一个联合国支持的组织签署了一项协议，该协议将允许其药丸在全球获得许可，而默克公司无需支付版税。</blockquote></p><p> Dolsten said that Pfizer is looking into licensing its pill under a similar mechanism as Merck’s. “We will look at those options,” he said. “By no means have we said we would do something different. We just want to make sure whoever will be involved gets the advice and skill to do this.”</p><p><blockquote>多尔斯滕说，辉瑞公司正在考虑按照与默克公司类似的机制对其药片进行许可。“他说：”我们将研究这些方案。“我们绝不是说我们会做一些不同的事情。我们只是想确保无论谁参与其中，都能获得建议和技能。”</blockquote></p><p> Such a step couldn’t come soon enough. Late last month, activists protested outside Bourla’s home, calling on Pfizer to share its vaccine manufacturing technology and to fill orders from low-income countries ahead of those from wealthy countries.</p><p><blockquote>这样的举措来得还不够快。上月底，活动人士在布尔拉家门外举行抗议活动，呼吁辉瑞公司分享其疫苗生产技术，并在富裕国家之前完成低收入国家的订单。</blockquote></p><p> An aggressive plan to share its antiviral would help stave off such criticism, keeping Pfizer in the relative good graces of Washington and allowing its impressive science to continue to drive the stock higher.</p><p><blockquote>分享其抗病毒药物的积极计划将有助于避免此类批评，使辉瑞保持相对良好的华盛顿青睐，并使其令人印象深刻的科学继续推高股价。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pfizer Shows Its R&D Is Strong. It’s a Good Sign for the Stock.<blockquote>辉瑞显示出其研发实力雄厚。这对该股来说是个好兆头。</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\">\nPfizer Shows Its R&D Is Strong. It’s a Good Sign for the Stock.<blockquote>辉瑞显示出其研发实力雄厚。这对该股来说是个好兆头。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-11-13 11:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Pfizer’s&nbsp;chief scientific officer, Mikael Dolsten, sounded giddy when reached via telephone early Monday morning. It was just days after his company knocked the socks off the market with the news that its Covid-19 antiviral had cut the risk of hospitalization by 89% in high-risk adults.</p><p><blockquote>周一清晨，通过电话联系到辉瑞公司的首席科学官米凯尔-多尔斯滕（Mikael Dolsten）时，他听起来头晕目眩。就在几天前，他的公司宣布其 Covid-19 抗病毒药物已将高危成年人的住院风险降低了 89%，这一消息震惊了市场。</blockquote></p><p> “It can’t be just a random thing, that you’re able to beat this type of world record and get a grand slam at the same time by chance,” Dolsten said, scrambling sports metaphors as he sought to illustrate the magnitude of Pfizer’s twin wins: the development of a stunningly effective Covid-19 vaccine in just 10 months, followed a year later by the development of a similarly stunning Covid-19 antiviral.</p><p><blockquote>“多尔斯滕说：”这不可能是一件偶然的事情，你能够打破这种世界纪录，同时获得大满贯。他在试图说明辉瑞公司双赢的重要性时，用了体育比喻： 仅用了 10 个月就研制出了一种非常有效的 Covid-19 疫苗，一年后又研制出了一种同样令人惊叹的 Covid-19 抗病毒药物。</blockquote></p><p> Two years ago, Pfizer (ticker: PFE) CEO Albert Bourla asked investors to take a big gamble on the research-and-development operation that Dolsten has rebuilt over the course of more than a decade. That bet is looking smarter than ever.</p><p><blockquote>两年前，辉瑞（股票代码：PFE）首席执行官阿尔伯特·布尔拉 (Albert Bourla) 要求投资者在多尔斯滕十多年来重建的研发业务上下大注。这个赌注看起来比以往任何时候都聪明。</blockquote></p><p> Bourla has gotten rid of Pfizer’s off-patent drugs division and the last of its consumer health products, leaving behind a pure-play biopharma company that will live or die on the strength of Dolsten’s science.</p><p><blockquote>Bourla 已经摆脱了辉瑞公司的非专利药物部门及其最后的消费者保健产品，留下了一家纯粹的生物制药公司，该公司将依靠多尔斯滕的科学力量生死存亡。</blockquote></p><p> In a cover story in November 2019, <i>Barron’s</i> argued that Bourla and Dolsten could pull it off.</p><p><blockquote>在 2019 年 11 月的封面故事中，<i>巴伦</i>认为Bourla和Dolsten能成功。</blockquote></p><p> The new antiviral data reaffirms the case for Pfizer that <i>Barron’s</i> made two years ago. Continuing to profit off the pandemic, however, brings new risks, as criticism grows over the global inequity in vaccine distribution. Low-income nations account for less than 1% of the more than seven billion doses administered worldwide. If distribution of Pfizer’s antiviral continues to favor wealthy nations, the company’s stock could ultimately suffer.</p><p><blockquote>新的抗病毒数据再次证实了辉瑞公司的观点：<i>巴伦</i>两年前做的。然而，随着对全球疫苗分配不平等的批评越来越多，继续从疫情中获利会带来新的风险。低收入国家在全球70多亿剂疫苗中所占比例不到1%。如果辉瑞公司抗病毒药物的分销继续有利于富裕国家，该公司的股票最终可能会受到影响。</blockquote></p><p> Pfizer’s shares surged 10.9% the day the data came out, their best daily showing in at least 20 years. Still, with the stock now changing hands at around $50, investors continue to undervalue the company. Investors are pricing Pfizer at 12 times next year’s expected earnings, cheaper than peers like&nbsp;Johnson &amp; Johnson&nbsp;(JNJ) and&nbsp;Eli Lilly&nbsp;(LLY).</p><p><blockquote>数据公布当天，辉瑞公司股价飙升 10.9%，创下至少 20 年来最佳单日表现。尽管如此，随着该股目前在 50 美元左右易手，投资者继续低估该公司的估值。投资者对辉瑞公司的定价是明年预期收益的 12 倍，低于强生公司（JNJ）和礼来公司（LLY）等同行。</blockquote></p><p> The Pfizer discount can be attributed to concerns over the patent cliff the drugmaker faces at the end of the decade. The company stands to lose exclusivity over a handful of drugs that bring in billions in annual revenue.</p><p><blockquote>辉瑞的折扣可归因于对该制药商在本世纪末面临的专利悬崖的担忧。该公司将失去少数几种每年带来数十亿美元收入的药物的独家经营权。</blockquote></p><p> The worries are legitimate, but Pfizer’s scientific coup should give investors confidence that the company’s science can carry it safely over that cliff. It may take time for the market to catch up, but for long-term investors, it’s a promising opportunity.</p><p><blockquote>这种担忧是合理的，但辉瑞公司的科学政变应该让投资者相信，该公司的科学能够安全地渡过悬崖。市场可能需要时间才能迎头赶上，但对于长期投资者来说，这是一个充满希望的机会。</blockquote></p><p> The success of the antiviral is the best illustration yet of Pfizer’s scientific prowess.</p><p><blockquote>抗病毒药物的成功是辉瑞公司科学实力的最好例证。</blockquote></p><p> While Pfizer’s Covid-19 vaccine came out of the labs of the German biotech&nbsp;BioNTech&nbsp;(BNTX), the new Covid-19 antiviral was whipped up by what Dolsten called a “dream team” of scientists at Pfizer’s own labs across the Northeast U.S.</p><p><blockquote>辉瑞公司的 Covid-19 疫苗来自德国生物技术公司 BioNTech (BNTX) 的实验室，而新型 Covid-19 抗病毒药物则是由多尔斯滕所说的辉瑞公司位于美国东北部的实验室科学家 “梦之队 ”研发出来的。</blockquote></p><p> In the earliest days of the pandemic, Pfizer split its efforts between its collaboration with BioNTech on the vaccine and its quest for a Covid-19 pill. The vaccine effort operated on a huge scale; Dolsten called it a “mega team” that spanned the Atlantic.</p><p><blockquote>在大流行的早期，辉瑞公司将精力分散在与 BioNTech 在疫苗方面的合作和对 Covid-19 药丸的追求上。疫苗工作规模巨大；多尔斯滕称之为横跨大西洋的 “巨型团队”。</blockquote></p><p> The antiviral project was a much smaller operation—a group of Pfizer experts operating with resources left over from the vaccine push.</p><p><blockquote>抗病毒项目是一个规模小得多的项目——一组辉瑞专家利用疫苗推广剩余的资源开展工作。</blockquote></p><p> “The small molecule was more like a nimble, laser-focused, high-end team, with rather moderate resources,” Dolsten said.</p><p><blockquote>“多尔斯滕说：”小分子更像是一个灵活、专注于激光的高端团队，资源相当适中。</blockquote></p><p> Dolsten gathered some of Pfizer’s most experienced scientists to work on the antiviral project, including its head of medicine design, Charlotte Allerton. The scientists started with work Pfizer had done years ago on a type of antiviral called a protease inhibitor.</p><p><blockquote>多尔斯滕召集了辉瑞公司一些最有经验的科学家参与抗病毒项目，其中包括辉瑞公司的药物设计主管夏洛特-阿勒顿（Charlotte Allerton）。科学家们从辉瑞公司几年前在一种叫做蛋白酶抑制剂的抗病毒药物上所做的工作开始。</blockquote></p><p> “[Pfizer’s] pharmaceutical R&amp;D is better than people had thought.”</p><p><blockquote>“辉瑞的药物研发比人们想象的要好。”</blockquote></p><p> The protease inhibitors in the Pfizer library, however, had been administered intravenously, and had not worked well when delivered orally. The team had to figure out how to adapt the drugs to oral administration, a substantial undertaking.</p><p><blockquote>然而，辉瑞文库中的蛋白酶抑制剂是静脉注射给药的，口服给药时效果不佳。该团队必须弄清楚如何使药物适应口服给药，这是一项艰巨的任务。</blockquote></p><p> “They had to really create a lot of new chemistry,” Dolsten said. The scientists created 600 compounds to nail down the right drug, a process that might normally take years, and which they accomplished in a matter of months. “Four years turned into four months here,” he said.</p><p><blockquote>“多尔斯滕说：”他们必须真正创造很多新的化学反应。科学家们创造了 600 种化合物来确定合适的药物，这一过程通常可能需要数年时间，但他们在几个月内就完成了。“他说：”四年在这里变成了四个月。</blockquote></p><p> Pfizer started testing the pill in humans in March. It is now running a number of Phase 2/3 trials of the drug, including one for patients who are high risk, one for patients not high risk, and one as a prophylaxis for patients who have been exposed to the virus but aren’t yet sick. In the first readout, the drug looked substantially more effective than the Covid treatment pill from&nbsp;Merck&nbsp;(MRK).</p><p><blockquote>辉瑞公司于三月份开始在人体中测试这种药丸。目前，该公司正在对该药物进行多项 2/3 期试验，包括一项针对高危患者的试验、一项针对非高危患者的试验以及一项针对接触过病毒但尚未患病的患者的预防措施。在第一次读数中，该药物看起来比默克公司 (MRK) 的 Covid 治疗药丸更有效。</blockquote></p><p> “It definitely helps prove the point that [Pfizer’s] pharmaceutical R&amp;D is better than people had thought,” says Louise Chen, an analyst at Cantor Fitzgerald, who has an Overweight rating and a $61 price target on the stock.</p><p><blockquote>“Cantor Fitzgerald 的分析师 Louise Chen 说：”这无疑有助于证明（辉瑞的）药品研发比人们想象的要好。</blockquote></p><p></p><p> Chen says that she doesn’t expect investors to come around to her way of thinking until there is more clarity on the durability of Covid-19 vaccine and pill sales, and the rest of the pipeline gets proved out.</p><p><blockquote>陈说，在 Covid-19 疫苗和药丸销售的耐久性得到更明确以及其余的管道得到证实之前，她预计投资者不会接受她的想法。</blockquote></p><p> “There is not one event that I think will trigger a re-rating of the stock at the next level,” she says. “Until those things play out, I don’t think that it necessarily will.”</p><p><blockquote>“她说：”我认为没有一个事件会引发该股的评级被重新评级到下一个级别。“在这些事情发生之前，我认为不一定会发生。”</blockquote></p><p> That makes a bet on Pfizer a long-term play. In the meantime, the experience of&nbsp;Moderna&nbsp;(MRNA) in recent weeks is highlighting the potential for the vaccine makers to come under scrutiny over unequal distribution of vaccines.</p><p><blockquote>这使得押注辉瑞成为一项长期战略。与此同时，Moderna (MRNA) 最近几周的经历凸显了疫苗制造商因疫苗分配不均而受到审查的可能性。</blockquote></p><p> Biden administration officials have been increasingly frustrated with Moderna, calling on the company to ramp up production so it can offer more doses at not-for-profit prices to low-income countries, with one top official calling on the company to “step up.”</p><p><blockquote>拜登政府官员对 Moderna 公司越来越不满，呼吁该公司提高产量，以便以非营利价格向低收入国家提供更多剂量，一位高级官员呼吁该公司 “加大力度”。</blockquote></p><p> Moderna shares are down more than 40% over the past three months.</p><p><blockquote>Moderna 股价在过去三个月中下跌了 40% 以上。</blockquote></p><p> As the pandemic persists, Pfizer risks eroding the enormous goodwill it earned roughly a year ago when it introduced its Covid-19 vaccine. Earlier this month, Pfizer CEO Bourla blamed low-income countries for unfair vaccine distribution, telling <i>Barron’s</i> that it was their fault for not placing orders. Pfizer has sold a billion vaccine doses to the U.S. at a not-for-profit price to donate to poor countries, and says that a total of at least two billion doses will be delivered to low- and middle-income nations by the end of next year.</p><p><blockquote>随着疫情的持续，辉瑞公司可能会侵蚀大约一年前推出 Covid-19 疫苗时获得的巨大商誉。本月早些时候，辉瑞公司首席执行官布尔拉将疫苗分配不公归咎于低收入国家，并表示<i>巴伦</i>不下单是他们的错。辉瑞公司以非营利价格向美国出售了10亿剂疫苗，用于捐赠给贫困国家，并表示到明年年底将总共至少向中低收入国家交付20亿剂疫苗。</blockquote></p><p> When it comes to antivirals, Pfizer has said only that it will offer tiered pricing for poorer nations, the same approach it has taken with its vaccine.</p><p><blockquote>当谈到抗病毒药物时，辉瑞只表示将为较贫穷的国家提供分层定价，这与它对疫苗采取的方法相同。</blockquote></p><p> That contrasts sharply with Merck’s plan to make its own Covid-19 pill available to poor countries. Merck has signed a deal with a United Nations-backed group that will allow its pill to be licensed globally, with no royalties paid to Merck.</p><p><blockquote>这与默克公司向贫困国家提供自己的 Covid-19 药丸的计划形成了鲜明对比。默克公司已与一个联合国支持的组织签署了一项协议，该协议将允许其药丸在全球获得许可，而默克公司无需支付版税。</blockquote></p><p> Dolsten said that Pfizer is looking into licensing its pill under a similar mechanism as Merck’s. “We will look at those options,” he said. “By no means have we said we would do something different. We just want to make sure whoever will be involved gets the advice and skill to do this.”</p><p><blockquote>多尔斯滕说，辉瑞公司正在考虑按照与默克公司类似的机制对其药片进行许可。“他说：”我们将研究这些方案。“我们绝不是说我们会做一些不同的事情。我们只是想确保无论谁参与其中，都能获得建议和技能。”</blockquote></p><p> Such a step couldn’t come soon enough. Late last month, activists protested outside Bourla’s home, calling on Pfizer to share its vaccine manufacturing technology and to fill orders from low-income countries ahead of those from wealthy countries.</p><p><blockquote>这样的举措来得还不够快。上月底，活动人士在布尔拉家门外举行抗议活动，呼吁辉瑞公司分享其疫苗生产技术，并在富裕国家之前完成低收入国家的订单。</blockquote></p><p> An aggressive plan to share its antiviral would help stave off such criticism, keeping Pfizer in the relative good graces of Washington and allowing its impressive science to continue to drive the stock higher.</p><p><blockquote>分享其抗病毒药物的积极计划将有助于避免此类批评，使辉瑞保持相对良好的华盛顿青睐，并使其令人印象深刻的科学继续推高股价。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/buy-pfizer-stock-covid-19-51636674652?mod=hp_LEAD_1\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞"},"source_url":"https://www.barrons.com/articles/buy-pfizer-stock-covid-19-51636674652?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102251183","content_text":"Pfizer’s chief scientific officer, Mikael Dolsten, sounded giddy when reached via telephone early Monday morning. It was just days after his company knocked the socks off the market with the news that its Covid-19 antiviral had cut the risk of hospitalization by 89% in high-risk adults.\n“It can’t be just a random thing, that you’re able to beat this type of world record and get a grand slam at the same time by chance,” Dolsten said, scrambling sports metaphors as he sought to illustrate the magnitude of Pfizer’s twin wins: the development of a stunningly effective Covid-19 vaccine in just 10 months, followed a year later by the development of a similarly stunning Covid-19 antiviral.\nTwo years ago, Pfizer (ticker: PFE) CEO Albert Bourla asked investors to take a big gamble on the research-and-development operation that Dolsten has rebuilt over the course of more than a decade. That bet is looking smarter than ever.\nBourla has gotten rid of Pfizer’s off-patent drugs division and the last of its consumer health products, leaving behind a pure-play biopharma company that will live or die on the strength of Dolsten’s science.\nIn a cover story in November 2019, Barron’s argued that Bourla and Dolsten could pull it off.\nThe new antiviral data reaffirms the case for Pfizer that Barron’s made two years ago. Continuing to profit off the pandemic, however, brings new risks, as criticism grows over the global inequity in vaccine distribution. Low-income nations account for less than 1% of the more than seven billion doses administered worldwide. If distribution of Pfizer’s antiviral continues to favor wealthy nations, the company’s stock could ultimately suffer.\nPfizer’s shares surged 10.9% the day the data came out, their best daily showing in at least 20 years. Still, with the stock now changing hands at around $50, investors continue to undervalue the company. Investors are pricing Pfizer at 12 times next year’s expected earnings, cheaper than peers like Johnson & Johnson (JNJ) and Eli Lilly (LLY).\nThe Pfizer discount can be attributed to concerns over the patent cliff the drugmaker faces at the end of the decade. The company stands to lose exclusivity over a handful of drugs that bring in billions in annual revenue.\nThe worries are legitimate, but Pfizer’s scientific coup should give investors confidence that the company’s science can carry it safely over that cliff. It may take time for the market to catch up, but for long-term investors, it’s a promising opportunity.\nThe success of the antiviral is the best illustration yet of Pfizer’s scientific prowess.\nWhile Pfizer’s Covid-19 vaccine came out of the labs of the German biotech BioNTech (BNTX), the new Covid-19 antiviral was whipped up by what Dolsten called a “dream team” of scientists at Pfizer’s own labs across the Northeast U.S.\nIn the earliest days of the pandemic, Pfizer split its efforts between its collaboration with BioNTech on the vaccine and its quest for a Covid-19 pill. The vaccine effort operated on a huge scale; Dolsten called it a “mega team” that spanned the Atlantic.\nThe antiviral project was a much smaller operation—a group of Pfizer experts operating with resources left over from the vaccine push.\n“The small molecule was more like a nimble, laser-focused, high-end team, with rather moderate resources,” Dolsten said.\nDolsten gathered some of Pfizer’s most experienced scientists to work on the antiviral project, including its head of medicine design, Charlotte Allerton. The scientists started with work Pfizer had done years ago on a type of antiviral called a protease inhibitor.\n“[Pfizer’s] pharmaceutical R&D is better than people had thought.”\nThe protease inhibitors in the Pfizer library, however, had been administered intravenously, and had not worked well when delivered orally. The team had to figure out how to adapt the drugs to oral administration, a substantial undertaking.\n“They had to really create a lot of new chemistry,” Dolsten said. The scientists created 600 compounds to nail down the right drug, a process that might normally take years, and which they accomplished in a matter of months. “Four years turned into four months here,” he said.\nPfizer started testing the pill in humans in March. It is now running a number of Phase 2/3 trials of the drug, including one for patients who are high risk, one for patients not high risk, and one as a prophylaxis for patients who have been exposed to the virus but aren’t yet sick. In the first readout, the drug looked substantially more effective than the Covid treatment pill from Merck (MRK).\n“It definitely helps prove the point that [Pfizer’s] pharmaceutical R&D is better than people had thought,” says Louise Chen, an analyst at Cantor Fitzgerald, who has an Overweight rating and a $61 price target on the stock.\nChen says that she doesn’t expect investors to come around to her way of thinking until there is more clarity on the durability of Covid-19 vaccine and pill sales, and the rest of the pipeline gets proved out.\n“There is not one event that I think will trigger a re-rating of the stock at the next level,” she says. “Until those things play out, I don’t think that it necessarily will.”\nThat makes a bet on Pfizer a long-term play. In the meantime, the experience of Moderna (MRNA) in recent weeks is highlighting the potential for the vaccine makers to come under scrutiny over unequal distribution of vaccines.\nBiden administration officials have been increasingly frustrated with Moderna, calling on the company to ramp up production so it can offer more doses at not-for-profit prices to low-income countries, with one top official calling on the company to “step up.”\nModerna shares are down more than 40% over the past three months.\nAs the pandemic persists, Pfizer risks eroding the enormous goodwill it earned roughly a year ago when it introduced its Covid-19 vaccine. Earlier this month, Pfizer CEO Bourla blamed low-income countries for unfair vaccine distribution, telling Barron’s that it was their fault for not placing orders. Pfizer has sold a billion vaccine doses to the U.S. at a not-for-profit price to donate to poor countries, and says that a total of at least two billion doses will be delivered to low- and middle-income nations by the end of next year.\nWhen it comes to antivirals, Pfizer has said only that it will offer tiered pricing for poorer nations, the same approach it has taken with its vaccine.\nThat contrasts sharply with Merck’s plan to make its own Covid-19 pill available to poor countries. Merck has signed a deal with a United Nations-backed group that will allow its pill to be licensed globally, with no royalties paid to Merck.\nDolsten said that Pfizer is looking into licensing its pill under a similar mechanism as Merck’s. “We will look at those options,” he said. “By no means have we said we would do something different. We just want to make sure whoever will be involved gets the advice and skill to do this.”\nSuch a step couldn’t come soon enough. Late last month, activists protested outside Bourla’s home, calling on Pfizer to share its vaccine manufacturing technology and to fill orders from low-income countries ahead of those from wealthy countries.\nAn aggressive plan to share its antiviral would help stave off such criticism, keeping Pfizer in the relative good graces of Washington and allowing its impressive science to continue to drive the stock higher.","news_type":1,"symbols_score_info":{"PFE":0.9}},"isVote":1,"tweetType":1,"viewCount":4532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":849556904,"gmtCreate":1635769025832,"gmtModify":1635769025832,"author":{"id":"4087384441438000","authorId":"4087384441438000","name":"countinghoes","avatar":"https://static.tigerbbs.com/d2c6a64aa9b725bb5808ba07d517158c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087384441438000","idStr":"4087384441438000"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/849556904","repostId":"1121087038","repostType":4,"isVote":1,"tweetType":1,"viewCount":2614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":824765094,"gmtCreate":1634356313204,"gmtModify":1634356313283,"author":{"id":"4087384441438000","authorId":"4087384441438000","name":"countinghoes","avatar":"https://static.tigerbbs.com/d2c6a64aa9b725bb5808ba07d517158c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087384441438000","idStr":"4087384441438000"},"themes":[],"title":"","htmlText":"Great day","listText":"Great day","text":"Great day","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/824765094","repostId":"2175146556","repostType":4,"isVote":1,"tweetType":1,"viewCount":754,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872305988,"gmtCreate":1637413246219,"gmtModify":1637413246219,"author":{"id":"4087384441438000","authorId":"4087384441438000","name":"countinghoes","avatar":"https://static.tigerbbs.com/d2c6a64aa9b725bb5808ba07d517158c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087384441438000","idStr":"4087384441438000"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/872305988","repostId":"2184842262","repostType":4,"isVote":1,"tweetType":1,"viewCount":2656,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}