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AuroraJ
2021-09-10
Bring it on!
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AuroraJ
2021-09-06
👍👍
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AuroraJ
2021-09-03
Irregardless, still a good news 💪
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AuroraJ
2021-09-02
Why... Oh why...
Why Five Below Shares Are Falling Today<blockquote>为什么 Five Below 股票今天下跌</blockquote>
AuroraJ
2021-08-31
Sales??
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AuroraJ
2021-08-30
Out of control
Covid-19 Surge in Malaysia Threatens to Prolong Global Chip Shortage<blockquote>马来西亚的 Covid-19 激增可能会延长全球芯片短缺</blockquote>
AuroraJ
2021-08-27
Good move!
Airbnb allowing anyone to host Afghanistan refugees, not just hosts<blockquote>爱彼迎允许任何人接待阿富汗难民,而不仅仅是东道主</blockquote>
AuroraJ
2021-08-26
Not now perhaps 🤔
3 Expert Opinions On Amazon Stock: Is It A Buy?<blockquote>3 位专家对亚马逊股票的看法:值得买入吗?</blockquote>
AuroraJ
2021-08-25
🤔 Hmmm
Toplines Before US Market Open on Wednesday<blockquote>周三美国市场开盘前的顶线</blockquote>
AuroraJ
2021-08-24
Risky investment
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AuroraJ
2021-08-23
More investment 😉
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AuroraJ
2021-08-19
Really?
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AuroraJ
2021-08-19
Oh yeahhh
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AuroraJ
2021-08-18
Let's go XPeng!
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AuroraJ
2021-08-17
Such a longgg lists 🤣🤣
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AuroraJ
2021-08-16
Fall 84% now but will shoot up to 840% soon! 💪
3 High-Flying Stocks That May Fall 53% to 84%, According to Wall Street<blockquote>华尔街称 3 只飞涨的股票可能下跌 53% 至 84%</blockquote>
AuroraJ
2021-08-13
Go go go!
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AuroraJ
2021-08-12
Too expensive nowww
BioNTech, Moderna Gain on Report of FDA’s Likely Nod for Booster<blockquote>BioNTech 和 Moderna 因 FDA 可能批准加强剂的报道而获益</blockquote>
AuroraJ
2021-08-09
Well, it's pandemic.. 😢
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AuroraJ
2021-08-09
Too expensive to buy now..
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去老虎APP查看更多动态
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Oh why... ","listText":"Why... Oh why... ","text":"Why... Oh why...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/812671859","repostId":"2164884217","repostType":4,"repost":{"id":"2164884217","kind":"highlight","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":1630585441,"share":"https://www.laohunote.com/m/news/2164884217?lang=zh_CN&edition=full","pubTime":"2021-09-02 20:24","market":"us","language":"en","title":"Why Five Below Shares Are Falling Today<blockquote>为什么 Five Below 股票今天下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2164884217","media":"Benzinga Earnings","summary":"Five Below Inc (NASDAQ: FIVE) is trading lower Thursday after the company announced mixed second-quarter financial results and refrained from providing full-year guidance because of uncertainty. ","content":"<p><b><a href=\"https://laohu8.com/S/FIVE\">Five Below</a> Inc</b> (NASDAQ:FIVE) is trading lower Thursday after the company announced mixed second-quarter financial results and refrained from providing full-year guidance because of uncertainty.</p><p><blockquote><b><a href=\"https://laohu8.com/S/FIVE\">下面五个</a>公司</b>(纳斯达克股票代码:FIVE)周四股价走低,此前该公司公布了好坏参半的第二季度财务业绩,并因不确定性而没有提供全年指引。</blockquote></p><p> Five Below reported quarterly earnings of $1.15 per share, which beat the estimate of $1.11 per share. The company reported quarterly revenue of $646.6 million, which came in below the estimate of $646.93 million.</p><p><blockquote>以下五家公司公布的季度收益为每股 1.15 美元,超出了每股 1.11 美元的预期。该公司公布季度收入为 6.466 亿美元,低于预期的 6.4693 亿美元。</blockquote></p><p> Five Below expects third-quarter earnings to be in a range of 23 cents per share to 30 cents per share versus the estimate of 27 cents per share. The company expects third-quarter revenue to be in a range of $550 million to $565 million versus the estimate of $550.25 million.</p><p><blockquote>Five Below 预计第三季度收益将在每股 23 美分至 30 美分之间,而预期为每股 27 美分。该公司预计第三季度收入将在 5.5 亿美元至 5.65 亿美元之间,而预期为 5.5025 亿美元。</blockquote></p><p> Five Below refrained from providing full-year guidance \"given the uncertainty related to COVID-19, potential future shifts in consumer spending, and ongoing global supply chain disruption.\"</p><p><blockquote>“鉴于与 COVID-19 相关的不确定性、未来消费者支出的潜在变化以及持续的全球供应链中断”,Five Below 没有提供全年指导。</blockquote></p><p> “The third quarter is off to a strong start from a sales perspective. We are innovating across our three key strategic priorities: product, experience and supply chain, where the teams are working diligently to mitigate the impact of global disruptions,\" said <b>Joel Anderson</b>, president and CEO of Five Below.</p><p><blockquote>“从销售角度来看,第三季度开局强劲。我们正在三个关键战略重点领域进行创新:产品、体验和供应链,团队正在努力减轻全球中断的影响,”他说。<b>乔尔·安德森</b>Five Below 的总裁兼首席执行官。</blockquote></p><p> <b>FIVE Price Action: </b>Five Below has traded as high as $237.83 and as low as $108.51 over a 52-week period.</p><p><blockquote><b>五种价格行为:</b>在 52 周内,Five Below 的交易价格最高可达 237.83 美元,最低可达 108.51 美元。</blockquote></p><p> The stock was down 8.29% at $198.15 at time of publication.</p><p><blockquote>截至发稿时,该股下跌 8.29%,至 198.15 美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Five Below Shares Are Falling Today<blockquote>为什么 Five Below 股票今天下跌</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Five Below Shares Are Falling Today<blockquote>为什么 Five Below 股票今天下跌</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\">2021-09-02 20:24</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b><a href=\"https://laohu8.com/S/FIVE\">Five Below</a> Inc</b> (NASDAQ:FIVE) is trading lower Thursday after the company announced mixed second-quarter financial results and refrained from providing full-year guidance because of uncertainty.</p><p><blockquote><b><a href=\"https://laohu8.com/S/FIVE\">下面五个</a>公司</b>(纳斯达克股票代码:FIVE)周四股价走低,此前该公司公布了好坏参半的第二季度财务业绩,并因不确定性而没有提供全年指引。</blockquote></p><p> Five Below reported quarterly earnings of $1.15 per share, which beat the estimate of $1.11 per share. The company reported quarterly revenue of $646.6 million, which came in below the estimate of $646.93 million.</p><p><blockquote>以下五家公司公布的季度收益为每股 1.15 美元,超出了每股 1.11 美元的预期。该公司公布季度收入为 6.466 亿美元,低于预期的 6.4693 亿美元。</blockquote></p><p> Five Below expects third-quarter earnings to be in a range of 23 cents per share to 30 cents per share versus the estimate of 27 cents per share. The company expects third-quarter revenue to be in a range of $550 million to $565 million versus the estimate of $550.25 million.</p><p><blockquote>Five Below 预计第三季度收益将在每股 23 美分至 30 美分之间,而预期为每股 27 美分。该公司预计第三季度收入将在 5.5 亿美元至 5.65 亿美元之间,而预期为 5.5025 亿美元。</blockquote></p><p> Five Below refrained from providing full-year guidance \"given the uncertainty related to COVID-19, potential future shifts in consumer spending, and ongoing global supply chain disruption.\"</p><p><blockquote>“鉴于与 COVID-19 相关的不确定性、未来消费者支出的潜在变化以及持续的全球供应链中断”,Five Below 没有提供全年指导。</blockquote></p><p> “The third quarter is off to a strong start from a sales perspective. We are innovating across our three key strategic priorities: product, experience and supply chain, where the teams are working diligently to mitigate the impact of global disruptions,\" said <b>Joel Anderson</b>, president and CEO of Five Below.</p><p><blockquote>“从销售角度来看,第三季度开局强劲。我们正在三个关键战略重点领域进行创新:产品、体验和供应链,团队正在努力减轻全球中断的影响,”他说。<b>乔尔·安德森</b>Five Below 的总裁兼首席执行官。</blockquote></p><p> <b>FIVE Price Action: </b>Five Below has traded as high as $237.83 and as low as $108.51 over a 52-week period.</p><p><blockquote><b>五种价格行为:</b>在 52 周内,Five Below 的交易价格最高可达 237.83 美元,最低可达 108.51 美元。</blockquote></p><p> The stock was down 8.29% at $198.15 at time of publication.</p><p><blockquote>截至发稿时,该股下跌 8.29%,至 198.15 美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FIVE":"Five Below"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2164884217","content_text":"Five Below Inc (NASDAQ:FIVE) is trading lower Thursday after the company announced mixed second-quarter financial results and refrained from providing full-year guidance because of uncertainty.\nFive Below reported quarterly earnings of $1.15 per share, which beat the estimate of $1.11 per share. The company reported quarterly revenue of $646.6 million, which came in below the estimate of $646.93 million.\nFive Below expects third-quarter earnings to be in a range of 23 cents per share to 30 cents per share versus the estimate of 27 cents per share. The company expects third-quarter revenue to be in a range of $550 million to $565 million versus the estimate of $550.25 million.\nFive Below refrained from providing full-year guidance \"given the uncertainty related to COVID-19, potential future shifts in consumer spending, and ongoing global supply chain disruption.\"\n“The third quarter is off to a strong start from a sales perspective. We are innovating across our three key strategic priorities: product, experience and supply chain, where the teams are working diligently to mitigate the impact of global disruptions,\" said Joel Anderson, president and CEO of Five Below.\nFIVE Price Action: Five Below has traded as high as $237.83 and as low as $108.51 over a 52-week period.\nThe stock was down 8.29% at $198.15 at time of publication.","news_type":1,"symbols_score_info":{"FIVE":0.9}},"isVote":1,"tweetType":1,"viewCount":2764,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818260915,"gmtCreate":1630414177737,"gmtModify":1631891860803,"author":{"id":"4087475222144080","authorId":"4087475222144080","name":"AuroraJ","avatar":"https://static.tigerbbs.com/a0c9715bb8ca251a5197d8ed49713ec0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087475222144080","idStr":"4087475222144080"},"themes":[],"title":"","htmlText":"Sales?? ","listText":"Sales?? ","text":"Sales??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/818260915","repostId":"2163859270","repostType":4,"isVote":1,"tweetType":1,"viewCount":2757,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":811245413,"gmtCreate":1630330190132,"gmtModify":1704958531514,"author":{"id":"4087475222144080","authorId":"4087475222144080","name":"AuroraJ","avatar":"https://static.tigerbbs.com/a0c9715bb8ca251a5197d8ed49713ec0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087475222144080","idStr":"4087475222144080"},"themes":[],"title":"","htmlText":"Out of control ","listText":"Out of control ","text":"Out of control","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/811245413","repostId":"1199240853","repostType":4,"repost":{"id":"1199240853","kind":"news","pubTimestamp":1630323796,"share":"https://www.laohunote.com/m/news/1199240853?lang=zh_CN&edition=full","pubTime":"2021-08-30 19:43","market":"us","language":"en","title":"Covid-19 Surge in Malaysia Threatens to Prolong Global Chip Shortage<blockquote>马来西亚的 Covid-19 激增可能会延长全球芯片短缺</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1199240853","media":"WSJ","summary":"SINGAPORE—A surge of Covid-19 cases in Malaysia, a little-known but critical link in the semiconduct","content":"<p>SINGAPORE—A surge of Covid-19 cases in Malaysia, a little-known but critical link in the semiconductor supply chain, has opened a new front in the battle to fix manufacturing woes that have rippled across industries during a global shortage of computing chips.</p><p><blockquote>新加坡——马来西亚是半导体供应链中鲜为人知但至关重要的一环,新冠肺炎病例激增,为解决全球计算芯片短缺期间波及各行各业的制造业困境开辟了一条新战线。</blockquote></p><p> The Southeast Asia nation is one of the world’s top destinations for assembly and testing of the devices that control smartphones, car engines and medical equipment. Disruptions in Malaysia threaten to prolong uncertainty over chip supply well into next year, dashing hopes of relief in the second half of 2021.</p><p><blockquote>这个东南亚国家是世界上组装和测试控制智能手机、汽车发动机和医疗设备的设备的顶级目的地之一。马来西亚的中断可能会将芯片供应的不确定性延长到明年,从而粉碎 2021 年下半年缓解的希望。</blockquote></p><p> The supply crunch in Malaysia, caused primarily by staff shortages linked to virus-control measures combined with a sharp surge in global demand, poses a new problem for the auto industry. For the first half of this year, shortages largely stemmed from companies miscalculating the pace of economic recoveries and not ordering enough parts. Now they can’t always get the parts they need because Covid-19 outbreaks are denting factory output.</p><p><blockquote>马来西亚的供应紧缩主要是由于与病毒控制措施相关的员工短缺,加上全球需求急剧增加,给汽车行业带来了新的问题。今年上半年,短缺主要是由于企业误判了经济复苏的步伐,没有订购足够的零部件。现在,由于 Covid-19 的爆发削弱了工厂的产量,他们无法总是获得所需的零部件。</blockquote></p><p> “It’s a bit like a game of whack-a-mole,” said Ravi Vijayaraghavan, a Singapore-based partner at the consulting firm Bain & Co. specializing in semiconductors. “We think we have supply sorted out, and then a problem suddenly pops up somewhere else.”</p><p><blockquote>“贝恩公司(Bain & Co.)驻新加坡合伙人拉维-维贾亚拉加万(Ravi Vijayaraghavan)说:”这有点像打地鼠的游戏。“我们以为我们已经解决了供应问题,然后其他地方突然出现了问题”。</blockquote></p><p> Some of the world’s leading car makers including Toyota Motor Corp. , Ford Motor Co. , General Motors Co. and Nissan Motor Co. have disclosed major production cuts due largely to chip shortages from factories in Malaysia. Ford suspended work for about a week at an F-150 plant in the Kansas City, Mo., area and a Fiesta factory in Cologne, Germany because of missing parts, while Toyota said it would cut global production by around 40% in September. General Motors said it expects to make 100,000 fewer vehicles in North America in the second half of the year.</p><p><blockquote>包括丰田汽车公司、福特汽车公司、通用汽车公司和日产汽车公司在内的一些世界领先的汽车制造商已披露大幅减产,主要原因是马来西亚工厂的芯片短缺。福特在密苏里州堪萨斯城的一家F-150工厂停工约一周。、地区和德国科隆的一家嘉年华工厂因零部件缺失而关闭,而丰田表示将在9月份将全球产量削减约40%。通用汽车表示,预计下半年在北美的汽车产量将减少10万辆。</blockquote></p><p> The problems in Malaysia stem from the worst Covid-19 surge the country has seen since the start of the pandemic. The nation of around 32 million people has had more than 1.6 million reported cases and 15,000 deaths to date, more than half of them this summer.</p><p><blockquote>马来西亚的问题源于该国自疫情开始以来最严重的新冠肺炎疫情激增。这个拥有约 3200 万人口的国家迄今已报告超过 160 万例病例和 15,000 例死亡,其中一半以上发生在今年夏天。</blockquote></p><p> On June 1, the government imposed a nationwide lockdown to stem the spread and protect its buckling healthcare system, but it designated electronics companies as essential businesses and allowed them to operate at 60% capacity. As vaccination rates picked up, factories were eventually allowed to resume full operations, but they have been playing catch-up ever since and disruptions have persisted.</p><p><blockquote>6月1日,政府在全国范围内实施封锁,以阻止病毒传播并保护其摇摇欲坠的医疗保健系统,但它将电子公司指定为基本企业,并允许它们以60%的产能运营。随着疫苗接种率的提高,工厂最终被允许恢复全面运营,但此后他们一直在迎头赶上,中断持续存在。</blockquote></p><p> Even minor disruptions can dramatically shift output and delivery timelines. In June, the Malaysian chip maker Globetronics Technology Bhd., which assembles sensors for a U.S. smartphone maker as well as basic car components, voluntarily closed two of its factories for several days after three workers tested positive for Covid-19.</p><p><blockquote>即使是轻微的中断也会极大地改变产出和交付时间表。今年6月,马来西亚芯片制造商Globetronics Technology Bhd.为一家美国智能手机制造商组装传感器以及基本汽车零部件,在三名工人新冠肺炎病毒检测呈阳性后,该公司自愿关闭了两家工厂数天。</blockquote></p><p> It took about four weeks to normalize deliveries, according to Chief Executive Heng Huck Lee, who had back-to-back calls with customers as he and his team tried to shuffle around orders without causing a domino effect of delays.</p><p><blockquote>首席执行官Heng Huck Lee表示,交货正常化花了大约四个星期的时间,他和他的团队试图在不造成延误的多米诺骨牌效应的情况下调整订单。</blockquote></p><p> Mr. Heng said that employee safety was his priority and that production at the two factories was halted completely for two days to sanitize them from top to bottom and flush out the air several times over. Hundreds of workers were isolated.</p><p><blockquote>恒先生表示,员工的安全是他的首要任务,两间工厂的生产完全停止了两天,以便从上到下进行消毒,并多次冲洗空气。数百名工人被隔离。</blockquote></p><p> “This wasn’t a disaster in terms of revenue, but it caused disruption,” Mr. Heng said. “When your workforce is lower, it kind of cascades down the line.”</p><p><blockquote>“就收入而言,这不是一场灾难,但它造成了混乱,”Heng 先生说。“当你的劳动力较低时,它就会连锁反应”。</blockquote></p><p> Mr. Vijayaraghavan said chip manufacturing relies on a precarious model designed to keep costs low by holding minimal inventory and spreading assembly across several markets specializing in processes that are hard to relocate in a pinch. “There’s very little room for error, so whenever there’s any disruption you see it all the way through to the end product because there’s just no slack in the system,” he said.</p><p><blockquote>Vijayaraghavan 先生表示,芯片制造依赖于一种不稳定的模式,该模式旨在通过保持最低限度的库存并将组装分散到几个专门从事在紧要关头难以转移的工艺的市场来保持低成本。“他说:”出错的余地很小,所以每当出现任何中断时,你都会看到它一直延续到最终产品,因为系统中没有任何松懈。</blockquote></p><p> Malaysia is a major hub for packaging, a labor-intensive process of combining basic elements into functioning components and testing them for quality before they are shipped abroad and made into end-use products. About 7% of the global supply of semiconductors goes through the country at some point, according to the U.S.-based Semiconductor Industry Association. The U.S. imports more chips directly from Malaysia than from any other country in the world, the group said.</p><p><blockquote>马来西亚是包装的主要中心,包装是一个劳动密集型过程,将基本要素组合成功能组件,并在运往国外并制成最终使用产品之前对其进行质量测试。据美国半导体行业协会称,全球约 7% 的半导体供应在某个时候经过该国。该组织表示,美国直接从马来西亚进口的芯片比世界上任何其他国家都多。</blockquote></p><p></p><p> Problems in Malaysia started last year amid factory shutdowns caused by the pandemic, though they weren’t as consequential because, at the time, global chip supply appeared more stable and demand was lower. But by early 2021, as economies started waking up, shortages were magnified by soaring demand for all manner of devices that require the chips. Then came the unexpected blows to two industry juggernauts: a fire at a major plant on the outskirts of Tokyo in March and a drought in Taiwan that slowed the chips’ water-intensive production in April. Covid-19 cases started ticking up in Malaysia around the same time, compounding the problems.</p><p><blockquote>马来西亚的问题始于去年大流行病导致工厂停工,但这些问题并没有那么严重,因为当时全球芯片供应似乎更加稳定,需求也较低。但到了 2021 年初,随着经济开始觉醒,对各种需要芯片的设备的需求飙升,加剧了短缺。随后,两家行业巨头遭遇了意想不到的打击: 3 月份东京郊区一家大型工厂发生火灾,4 月份台湾发生干旱,导致薯片耗水量大的生产放缓。大约在同一时间,马来西亚的新冠肺炎病例开始增加,使问题更加复杂。</blockquote></p><p> The demand has continued to rise. More chips have been needed for medical devices such as portable ultrasounds, thermometers and ventilators as healthcare systems around the world have rushed to build capacity. Prolonged lockdowns fueled demand for home appliances and personal electronics including tablets and videogame consoles. Auto makers hoped to seize on a rise in consumer spending as Western economies stepped up vaccinations and emerged from stagnation.</p><p><blockquote>需求持续上升。随着世界各地的医疗保健系统急于建立产能,便携式超声波、温度计和呼吸机等医疗设备需要更多芯片。长期封锁刺激了对家用电器和个人电子产品(包括平板电脑和视频游戏机)的需求。随着西方经济体加大疫苗接种力度并摆脱停滞,汽车制造商希望抓住消费者支出的增长。</blockquote></p><p> “Even if you’re running at 100% capacity, supply is still not enough to meet demand, and lead time will increase,” said Wong Siew Hai, president of the Malaysia Semiconductor Industry Association, a business group formed in January in response to challenges caused by the pandemic. The problem, Mr. Wong said, is that demand exceeds full capacity while most factories are still running below their potential. He estimates that pandemic-related capacity constraints translated to hundreds of millions of dollars of “missed opportunities” in the country this year.</p><p><blockquote>“马来西亚半导体行业协会(Malaysia Semiconductor Industry Association)主席黄秀海(Wong Siew Hai)说:”即使以 100% 的产能运行,供应仍然不足以满足需求,交货时间也会增加。黄先生说,问题在于需求超过了全部产能,而大多数工厂的运转仍然低于其潜力。他估计,今年与大流行病相关的产能限制导致该国 “错失了数亿美元的机会”。</blockquote></p><p> In theory, Malaysia’s semiconductor sector should be running optimally by late August as worker vaccination rates for most companies reach the 80% threshold required to resume full operations, Mr. Wong said. In practice, factory output could be uneven for the next two or three quarters, until the entire country reaches a higher vaccination rate and transmission slows. Malaysia has fully vaccinated almost 45% of its population, according to Our World in Data.</p><p><blockquote>黄先生说,从理论上讲,到 8 月底,马来西亚的半导体行业应该会达到最佳运行状态,因为大多数公司的工人疫苗接种率都达到了恢复全面运营所需的 80% 的门槛。实际上,在接下来的两到三个季度里,工厂的产量可能会不均衡,直到整个国家达到更高的疫苗接种率,传播放缓。根据我们的世界数据,马来西亚已经为近45%的人口完全接种了疫苗。</blockquote></p><p> Meanwhile, factories might be forced to shut down temporarily because of breakthrough infections among vaccinated staff, or they might have sporadic shortages related to workers being quarantined after coming into contact with an infected person, even if the workers are fully vaccinated.</p><p><blockquote>与此同时,由于接种疫苗的员工出现突破性感染,工厂可能会被迫暂时关闭,或者工厂可能会出现与接触感染者后被隔离相关的零星短缺,即使工人完全接种了疫苗。</blockquote></p><p> Staff shortages due to quarantine requirements are a persistent problem not just on the factory floor, but for workers in related industries, such as truck drivers and cleaners. The staff shortages could cause significant disruptions in the weeks ahead, possibly longer, according to David Lacey, president of Frepenca, an industry group based in Malaysia’s industrial hub of Penang, where many semiconductor factories are located. “We’re starting to see industry capacity impacted by worker shortages, and the worker shortages are caused by quarantine rules,” Mr. Lacey said. “We need to keep the rules in sync with the situation, and the rules in place now are the same ones we had pre-vaccination.”</p><p><blockquote>检疫要求导致的员工短缺不仅是工厂车间的一个持续问题,也是相关行业工人(如卡车司机和清洁工)的一个持续问题。Frepenca 是一个位于马来西亚工业中心槟城的行业组织,该组织总裁大卫-莱西(David Lacey)表示,员工短缺可能会在未来几周内造成重大干扰,甚至可能更长。“莱西先生说:”我们开始看到工业产能受到工人短缺的影响,而工人短缺是由检疫规定造成的。“我们需要根据实际情况制定规则,而现在制定的规则与我们接种疫苗前的规则是一样的”。</blockquote></p><p> Chip makers said the situation remains dynamic and could be volatile into next year. A spokesperson for Infineon Technologies AG , a German semiconductor supplier that manufactures products in Malaysia, said the company expects shortages to persist into 2022, as demand remains high and significantly outstrips supply.</p><p><blockquote>芯片制造商表示,情况仍然不稳定,明年可能会波动。在马来西亚生产产品的德国半导体供应商英飞凌科技股份公司(Infineon Technologies AG)的发言人表示,该公司预计短缺将持续到2022年,因为需求仍然很高,并且远远超过供应。</blockquote></p><p> “Today’s semiconductor supply chain is complex to the degree that you may have to go through multiple locations in multiple countries in multiple regions just to get this one piece, this one tiny part of your final product,” said Mr. Heng, of Globetronics. “But we’ll figure out a way to overcome this. We’re all still in learning mode.”</p><p><blockquote>“Globetronics 的 Heng 先生说:”如今的半导体供应链非常复杂,你可能不得不经过多个国家、多个地区的多个地点,才能买到最终产品中的这一小部分。“但我们会想办法克服这个问题。我们都还处于学习模式”。</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>Covid-19 Surge in Malaysia Threatens to Prolong Global Chip Shortage<blockquote>马来西亚的 Covid-19 激增可能会延长全球芯片短缺</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\">\nCovid-19 Surge in Malaysia Threatens to Prolong Global Chip Shortage<blockquote>马来西亚的 Covid-19 激增可能会延长全球芯片短缺</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">WSJ</strong><span class=\"h-time small\">2021-08-30 19:43</span>\n</p>\n</h4>\n</header>\n<article>\n<p>SINGAPORE—A surge of Covid-19 cases in Malaysia, a little-known but critical link in the semiconductor supply chain, has opened a new front in the battle to fix manufacturing woes that have rippled across industries during a global shortage of computing chips.</p><p><blockquote>新加坡——马来西亚是半导体供应链中鲜为人知但至关重要的一环,新冠肺炎病例激增,为解决全球计算芯片短缺期间波及各行各业的制造业困境开辟了一条新战线。</blockquote></p><p> The Southeast Asia nation is one of the world’s top destinations for assembly and testing of the devices that control smartphones, car engines and medical equipment. Disruptions in Malaysia threaten to prolong uncertainty over chip supply well into next year, dashing hopes of relief in the second half of 2021.</p><p><blockquote>这个东南亚国家是世界上组装和测试控制智能手机、汽车发动机和医疗设备的设备的顶级目的地之一。马来西亚的中断可能会将芯片供应的不确定性延长到明年,从而粉碎 2021 年下半年缓解的希望。</blockquote></p><p> The supply crunch in Malaysia, caused primarily by staff shortages linked to virus-control measures combined with a sharp surge in global demand, poses a new problem for the auto industry. For the first half of this year, shortages largely stemmed from companies miscalculating the pace of economic recoveries and not ordering enough parts. Now they can’t always get the parts they need because Covid-19 outbreaks are denting factory output.</p><p><blockquote>马来西亚的供应紧缩主要是由于与病毒控制措施相关的员工短缺,加上全球需求急剧增加,给汽车行业带来了新的问题。今年上半年,短缺主要是由于企业误判了经济复苏的步伐,没有订购足够的零部件。现在,由于 Covid-19 的爆发削弱了工厂的产量,他们无法总是获得所需的零部件。</blockquote></p><p> “It’s a bit like a game of whack-a-mole,” said Ravi Vijayaraghavan, a Singapore-based partner at the consulting firm Bain & Co. specializing in semiconductors. “We think we have supply sorted out, and then a problem suddenly pops up somewhere else.”</p><p><blockquote>“贝恩公司(Bain & Co.)驻新加坡合伙人拉维-维贾亚拉加万(Ravi Vijayaraghavan)说:”这有点像打地鼠的游戏。“我们以为我们已经解决了供应问题,然后其他地方突然出现了问题”。</blockquote></p><p> Some of the world’s leading car makers including Toyota Motor Corp. , Ford Motor Co. , General Motors Co. and Nissan Motor Co. have disclosed major production cuts due largely to chip shortages from factories in Malaysia. Ford suspended work for about a week at an F-150 plant in the Kansas City, Mo., area and a Fiesta factory in Cologne, Germany because of missing parts, while Toyota said it would cut global production by around 40% in September. General Motors said it expects to make 100,000 fewer vehicles in North America in the second half of the year.</p><p><blockquote>包括丰田汽车公司、福特汽车公司、通用汽车公司和日产汽车公司在内的一些世界领先的汽车制造商已披露大幅减产,主要原因是马来西亚工厂的芯片短缺。福特在密苏里州堪萨斯城的一家F-150工厂停工约一周。、地区和德国科隆的一家嘉年华工厂因零部件缺失而关闭,而丰田表示将在9月份将全球产量削减约40%。通用汽车表示,预计下半年在北美的汽车产量将减少10万辆。</blockquote></p><p> The problems in Malaysia stem from the worst Covid-19 surge the country has seen since the start of the pandemic. The nation of around 32 million people has had more than 1.6 million reported cases and 15,000 deaths to date, more than half of them this summer.</p><p><blockquote>马来西亚的问题源于该国自疫情开始以来最严重的新冠肺炎疫情激增。这个拥有约 3200 万人口的国家迄今已报告超过 160 万例病例和 15,000 例死亡,其中一半以上发生在今年夏天。</blockquote></p><p> On June 1, the government imposed a nationwide lockdown to stem the spread and protect its buckling healthcare system, but it designated electronics companies as essential businesses and allowed them to operate at 60% capacity. As vaccination rates picked up, factories were eventually allowed to resume full operations, but they have been playing catch-up ever since and disruptions have persisted.</p><p><blockquote>6月1日,政府在全国范围内实施封锁,以阻止病毒传播并保护其摇摇欲坠的医疗保健系统,但它将电子公司指定为基本企业,并允许它们以60%的产能运营。随着疫苗接种率的提高,工厂最终被允许恢复全面运营,但此后他们一直在迎头赶上,中断持续存在。</blockquote></p><p> Even minor disruptions can dramatically shift output and delivery timelines. In June, the Malaysian chip maker Globetronics Technology Bhd., which assembles sensors for a U.S. smartphone maker as well as basic car components, voluntarily closed two of its factories for several days after three workers tested positive for Covid-19.</p><p><blockquote>即使是轻微的中断也会极大地改变产出和交付时间表。今年6月,马来西亚芯片制造商Globetronics Technology Bhd.为一家美国智能手机制造商组装传感器以及基本汽车零部件,在三名工人新冠肺炎病毒检测呈阳性后,该公司自愿关闭了两家工厂数天。</blockquote></p><p> It took about four weeks to normalize deliveries, according to Chief Executive Heng Huck Lee, who had back-to-back calls with customers as he and his team tried to shuffle around orders without causing a domino effect of delays.</p><p><blockquote>首席执行官Heng Huck Lee表示,交货正常化花了大约四个星期的时间,他和他的团队试图在不造成延误的多米诺骨牌效应的情况下调整订单。</blockquote></p><p> Mr. Heng said that employee safety was his priority and that production at the two factories was halted completely for two days to sanitize them from top to bottom and flush out the air several times over. Hundreds of workers were isolated.</p><p><blockquote>恒先生表示,员工的安全是他的首要任务,两间工厂的生产完全停止了两天,以便从上到下进行消毒,并多次冲洗空气。数百名工人被隔离。</blockquote></p><p> “This wasn’t a disaster in terms of revenue, but it caused disruption,” Mr. Heng said. “When your workforce is lower, it kind of cascades down the line.”</p><p><blockquote>“就收入而言,这不是一场灾难,但它造成了混乱,”Heng 先生说。“当你的劳动力较低时,它就会连锁反应”。</blockquote></p><p> Mr. Vijayaraghavan said chip manufacturing relies on a precarious model designed to keep costs low by holding minimal inventory and spreading assembly across several markets specializing in processes that are hard to relocate in a pinch. “There’s very little room for error, so whenever there’s any disruption you see it all the way through to the end product because there’s just no slack in the system,” he said.</p><p><blockquote>Vijayaraghavan 先生表示,芯片制造依赖于一种不稳定的模式,该模式旨在通过保持最低限度的库存并将组装分散到几个专门从事在紧要关头难以转移的工艺的市场来保持低成本。“他说:”出错的余地很小,所以每当出现任何中断时,你都会看到它一直延续到最终产品,因为系统中没有任何松懈。</blockquote></p><p> Malaysia is a major hub for packaging, a labor-intensive process of combining basic elements into functioning components and testing them for quality before they are shipped abroad and made into end-use products. About 7% of the global supply of semiconductors goes through the country at some point, according to the U.S.-based Semiconductor Industry Association. The U.S. imports more chips directly from Malaysia than from any other country in the world, the group said.</p><p><blockquote>马来西亚是包装的主要中心,包装是一个劳动密集型过程,将基本要素组合成功能组件,并在运往国外并制成最终使用产品之前对其进行质量测试。据美国半导体行业协会称,全球约 7% 的半导体供应在某个时候经过该国。该组织表示,美国直接从马来西亚进口的芯片比世界上任何其他国家都多。</blockquote></p><p></p><p> Problems in Malaysia started last year amid factory shutdowns caused by the pandemic, though they weren’t as consequential because, at the time, global chip supply appeared more stable and demand was lower. But by early 2021, as economies started waking up, shortages were magnified by soaring demand for all manner of devices that require the chips. Then came the unexpected blows to two industry juggernauts: a fire at a major plant on the outskirts of Tokyo in March and a drought in Taiwan that slowed the chips’ water-intensive production in April. Covid-19 cases started ticking up in Malaysia around the same time, compounding the problems.</p><p><blockquote>马来西亚的问题始于去年大流行病导致工厂停工,但这些问题并没有那么严重,因为当时全球芯片供应似乎更加稳定,需求也较低。但到了 2021 年初,随着经济开始觉醒,对各种需要芯片的设备的需求飙升,加剧了短缺。随后,两家行业巨头遭遇了意想不到的打击: 3 月份东京郊区一家大型工厂发生火灾,4 月份台湾发生干旱,导致薯片耗水量大的生产放缓。大约在同一时间,马来西亚的新冠肺炎病例开始增加,使问题更加复杂。</blockquote></p><p> The demand has continued to rise. More chips have been needed for medical devices such as portable ultrasounds, thermometers and ventilators as healthcare systems around the world have rushed to build capacity. Prolonged lockdowns fueled demand for home appliances and personal electronics including tablets and videogame consoles. Auto makers hoped to seize on a rise in consumer spending as Western economies stepped up vaccinations and emerged from stagnation.</p><p><blockquote>需求持续上升。随着世界各地的医疗保健系统急于建立产能,便携式超声波、温度计和呼吸机等医疗设备需要更多芯片。长期封锁刺激了对家用电器和个人电子产品(包括平板电脑和视频游戏机)的需求。随着西方经济体加大疫苗接种力度并摆脱停滞,汽车制造商希望抓住消费者支出的增长。</blockquote></p><p> “Even if you’re running at 100% capacity, supply is still not enough to meet demand, and lead time will increase,” said Wong Siew Hai, president of the Malaysia Semiconductor Industry Association, a business group formed in January in response to challenges caused by the pandemic. The problem, Mr. Wong said, is that demand exceeds full capacity while most factories are still running below their potential. He estimates that pandemic-related capacity constraints translated to hundreds of millions of dollars of “missed opportunities” in the country this year.</p><p><blockquote>“马来西亚半导体行业协会(Malaysia Semiconductor Industry Association)主席黄秀海(Wong Siew Hai)说:”即使以 100% 的产能运行,供应仍然不足以满足需求,交货时间也会增加。黄先生说,问题在于需求超过了全部产能,而大多数工厂的运转仍然低于其潜力。他估计,今年与大流行病相关的产能限制导致该国 “错失了数亿美元的机会”。</blockquote></p><p> In theory, Malaysia’s semiconductor sector should be running optimally by late August as worker vaccination rates for most companies reach the 80% threshold required to resume full operations, Mr. Wong said. In practice, factory output could be uneven for the next two or three quarters, until the entire country reaches a higher vaccination rate and transmission slows. Malaysia has fully vaccinated almost 45% of its population, according to Our World in Data.</p><p><blockquote>黄先生说,从理论上讲,到 8 月底,马来西亚的半导体行业应该会达到最佳运行状态,因为大多数公司的工人疫苗接种率都达到了恢复全面运营所需的 80% 的门槛。实际上,在接下来的两到三个季度里,工厂的产量可能会不均衡,直到整个国家达到更高的疫苗接种率,传播放缓。根据我们的世界数据,马来西亚已经为近45%的人口完全接种了疫苗。</blockquote></p><p> Meanwhile, factories might be forced to shut down temporarily because of breakthrough infections among vaccinated staff, or they might have sporadic shortages related to workers being quarantined after coming into contact with an infected person, even if the workers are fully vaccinated.</p><p><blockquote>与此同时,由于接种疫苗的员工出现突破性感染,工厂可能会被迫暂时关闭,或者工厂可能会出现与接触感染者后被隔离相关的零星短缺,即使工人完全接种了疫苗。</blockquote></p><p> Staff shortages due to quarantine requirements are a persistent problem not just on the factory floor, but for workers in related industries, such as truck drivers and cleaners. The staff shortages could cause significant disruptions in the weeks ahead, possibly longer, according to David Lacey, president of Frepenca, an industry group based in Malaysia’s industrial hub of Penang, where many semiconductor factories are located. “We’re starting to see industry capacity impacted by worker shortages, and the worker shortages are caused by quarantine rules,” Mr. Lacey said. “We need to keep the rules in sync with the situation, and the rules in place now are the same ones we had pre-vaccination.”</p><p><blockquote>检疫要求导致的员工短缺不仅是工厂车间的一个持续问题,也是相关行业工人(如卡车司机和清洁工)的一个持续问题。Frepenca 是一个位于马来西亚工业中心槟城的行业组织,该组织总裁大卫-莱西(David Lacey)表示,员工短缺可能会在未来几周内造成重大干扰,甚至可能更长。“莱西先生说:”我们开始看到工业产能受到工人短缺的影响,而工人短缺是由检疫规定造成的。“我们需要根据实际情况制定规则,而现在制定的规则与我们接种疫苗前的规则是一样的”。</blockquote></p><p> Chip makers said the situation remains dynamic and could be volatile into next year. A spokesperson for Infineon Technologies AG , a German semiconductor supplier that manufactures products in Malaysia, said the company expects shortages to persist into 2022, as demand remains high and significantly outstrips supply.</p><p><blockquote>芯片制造商表示,情况仍然不稳定,明年可能会波动。在马来西亚生产产品的德国半导体供应商英飞凌科技股份公司(Infineon Technologies AG)的发言人表示,该公司预计短缺将持续到2022年,因为需求仍然很高,并且远远超过供应。</blockquote></p><p> “Today’s semiconductor supply chain is complex to the degree that you may have to go through multiple locations in multiple countries in multiple regions just to get this one piece, this one tiny part of your final product,” said Mr. Heng, of Globetronics. “But we’ll figure out a way to overcome this. We’re all still in learning mode.”</p><p><blockquote>“Globetronics 的 Heng 先生说:”如今的半导体供应链非常复杂,你可能不得不经过多个国家、多个地区的多个地点,才能买到最终产品中的这一小部分。“但我们会想办法克服这个问题。我们都还处于学习模式”。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.wsj.com/articles/covid-19-surge-in-malaysia-threatens-to-prolong-global-chip-shortage-11630234802?cx_testId=242&cx_testVariant=cx_3&cx_artPos=1#cxrecs_s\">WSJ</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":{"GM":"通用汽车","F":"福特汽车","TM":"丰田汽车"},"source_url":"https://www.wsj.com/articles/covid-19-surge-in-malaysia-threatens-to-prolong-global-chip-shortage-11630234802?cx_testId=242&cx_testVariant=cx_3&cx_artPos=1#cxrecs_s","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199240853","content_text":"SINGAPORE—A surge of Covid-19 cases in Malaysia, a little-known but critical link in the semiconductor supply chain, has opened a new front in the battle to fix manufacturing woes that have rippled across industries during a global shortage of computing chips.\nThe Southeast Asia nation is one of the world’s top destinations for assembly and testing of the devices that control smartphones, car engines and medical equipment. Disruptions in Malaysia threaten to prolong uncertainty over chip supply well into next year, dashing hopes of relief in the second half of 2021.\nThe supply crunch in Malaysia, caused primarily by staff shortages linked to virus-control measures combined with a sharp surge in global demand, poses a new problem for the auto industry. For the first half of this year, shortages largely stemmed from companies miscalculating the pace of economic recoveries and not ordering enough parts. Now they can’t always get the parts they need because Covid-19 outbreaks are denting factory output.\n“It’s a bit like a game of whack-a-mole,” said Ravi Vijayaraghavan, a Singapore-based partner at the consulting firm Bain & Co. specializing in semiconductors. “We think we have supply sorted out, and then a problem suddenly pops up somewhere else.”\nSome of the world’s leading car makers including Toyota Motor Corp. , Ford Motor Co. , General Motors Co. and Nissan Motor Co. have disclosed major production cuts due largely to chip shortages from factories in Malaysia. Ford suspended work for about a week at an F-150 plant in the Kansas City, Mo., area and a Fiesta factory in Cologne, Germany because of missing parts, while Toyota said it would cut global production by around 40% in September. General Motors said it expects to make 100,000 fewer vehicles in North America in the second half of the year.\nThe problems in Malaysia stem from the worst Covid-19 surge the country has seen since the start of the pandemic. The nation of around 32 million people has had more than 1.6 million reported cases and 15,000 deaths to date, more than half of them this summer.\nOn June 1, the government imposed a nationwide lockdown to stem the spread and protect its buckling healthcare system, but it designated electronics companies as essential businesses and allowed them to operate at 60% capacity. As vaccination rates picked up, factories were eventually allowed to resume full operations, but they have been playing catch-up ever since and disruptions have persisted.\nEven minor disruptions can dramatically shift output and delivery timelines. In June, the Malaysian chip maker Globetronics Technology Bhd., which assembles sensors for a U.S. smartphone maker as well as basic car components, voluntarily closed two of its factories for several days after three workers tested positive for Covid-19.\nIt took about four weeks to normalize deliveries, according to Chief Executive Heng Huck Lee, who had back-to-back calls with customers as he and his team tried to shuffle around orders without causing a domino effect of delays.\nMr. Heng said that employee safety was his priority and that production at the two factories was halted completely for two days to sanitize them from top to bottom and flush out the air several times over. Hundreds of workers were isolated.\n“This wasn’t a disaster in terms of revenue, but it caused disruption,” Mr. Heng said. “When your workforce is lower, it kind of cascades down the line.”\nMr. Vijayaraghavan said chip manufacturing relies on a precarious model designed to keep costs low by holding minimal inventory and spreading assembly across several markets specializing in processes that are hard to relocate in a pinch. “There’s very little room for error, so whenever there’s any disruption you see it all the way through to the end product because there’s just no slack in the system,” he said.\nMalaysia is a major hub for packaging, a labor-intensive process of combining basic elements into functioning components and testing them for quality before they are shipped abroad and made into end-use products. About 7% of the global supply of semiconductors goes through the country at some point, according to the U.S.-based Semiconductor Industry Association. The U.S. imports more chips directly from Malaysia than from any other country in the world, the group said.\nProblems in Malaysia started last year amid factory shutdowns caused by the pandemic, though they weren’t as consequential because, at the time, global chip supply appeared more stable and demand was lower. But by early 2021, as economies started waking up, shortages were magnified by soaring demand for all manner of devices that require the chips. Then came the unexpected blows to two industry juggernauts: a fire at a major plant on the outskirts of Tokyo in March and a drought in Taiwan that slowed the chips’ water-intensive production in April. Covid-19 cases started ticking up in Malaysia around the same time, compounding the problems.\nThe demand has continued to rise. More chips have been needed for medical devices such as portable ultrasounds, thermometers and ventilators as healthcare systems around the world have rushed to build capacity. Prolonged lockdowns fueled demand for home appliances and personal electronics including tablets and videogame consoles. Auto makers hoped to seize on a rise in consumer spending as Western economies stepped up vaccinations and emerged from stagnation.\n“Even if you’re running at 100% capacity, supply is still not enough to meet demand, and lead time will increase,” said Wong Siew Hai, president of the Malaysia Semiconductor Industry Association, a business group formed in January in response to challenges caused by the pandemic. The problem, Mr. Wong said, is that demand exceeds full capacity while most factories are still running below their potential. He estimates that pandemic-related capacity constraints translated to hundreds of millions of dollars of “missed opportunities” in the country this year.\nIn theory, Malaysia’s semiconductor sector should be running optimally by late August as worker vaccination rates for most companies reach the 80% threshold required to resume full operations, Mr. Wong said. In practice, factory output could be uneven for the next two or three quarters, until the entire country reaches a higher vaccination rate and transmission slows. Malaysia has fully vaccinated almost 45% of its population, according to Our World in Data.\nMeanwhile, factories might be forced to shut down temporarily because of breakthrough infections among vaccinated staff, or they might have sporadic shortages related to workers being quarantined after coming into contact with an infected person, even if the workers are fully vaccinated.\nStaff shortages due to quarantine requirements are a persistent problem not just on the factory floor, but for workers in related industries, such as truck drivers and cleaners. The staff shortages could cause significant disruptions in the weeks ahead, possibly longer, according to David Lacey, president of Frepenca, an industry group based in Malaysia’s industrial hub of Penang, where many semiconductor factories are located. “We’re starting to see industry capacity impacted by worker shortages, and the worker shortages are caused by quarantine rules,” Mr. Lacey said. “We need to keep the rules in sync with the situation, and the rules in place now are the same ones we had pre-vaccination.”\nChip makers said the situation remains dynamic and could be volatile into next year. A spokesperson for Infineon Technologies AG , a German semiconductor supplier that manufactures products in Malaysia, said the company expects shortages to persist into 2022, as demand remains high and significantly outstrips supply.\n“Today’s semiconductor supply chain is complex to the degree that you may have to go through multiple locations in multiple countries in multiple regions just to get this one piece, this one tiny part of your final product,” said Mr. Heng, of Globetronics. “But we’ll figure out a way to overcome this. We’re all still in learning mode.”","news_type":1,"symbols_score_info":{"GM":0.9,"F":0.9,"TM":0.9}},"isVote":1,"tweetType":1,"viewCount":3807,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":819616127,"gmtCreate":1630063893269,"gmtModify":1704955385442,"author":{"id":"4087475222144080","authorId":"4087475222144080","name":"AuroraJ","avatar":"https://static.tigerbbs.com/a0c9715bb8ca251a5197d8ed49713ec0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087475222144080","idStr":"4087475222144080"},"themes":[],"title":"","htmlText":"Good move! ","listText":"Good move! ","text":"Good move!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/819616127","repostId":"1172124726","repostType":4,"repost":{"id":"1172124726","kind":"news","pubTimestamp":1630058225,"share":"https://www.laohunote.com/m/news/1172124726?lang=zh_CN&edition=full","pubTime":"2021-08-27 17:57","market":"us","language":"en","title":"Airbnb allowing anyone to host Afghanistan refugees, not just hosts<blockquote>爱彼迎允许任何人接待阿富汗难民,而不仅仅是东道主</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1172124726","media":"FOX Business","summary":"Airbnb, Inc. is allowing anyone around the world to host refugees from Afghanistan through the vacat","content":"<p><a href=\"https://laohu8.com/S/ABNB\">Airbnb, Inc.</a> is allowing anyone around the world to host refugees from Afghanistan through the vacation rental platform rather than just regular hosts.</p><p><blockquote><a href=\"https://laohu8.com/S/ABNB\">爱彼迎公司。</a>允许世界各地的任何人通过度假租赁平台接待来自阿富汗的难民,而不仅仅是普通的东道主。</blockquote></p><p> The announcement comes after the company said Tuesday that it would be covering the cost of temporary housing for 20,000 refugees in an effort to help them escape the rule of the Taliban and resettle in safer areas around the world as the U.S. military withdraws from the country.</p><p><blockquote>此前,该公司周二表示,将为2万名难民支付临时住房费用,以帮助他们逃离塔利班的统治,并在美军撤出该国时在世界各地更安全的地区重新定居。</blockquote></p><p> The platform saw \"enormous interest\" from those willing to help house refugees, spokesperson Faith Hoffmeyer told FOX Business.</p><p><blockquote>发言人费丝·霍夫迈尔 (Faith Hoffmeyer) 告诉福克斯商业频道,该平台引起了那些愿意帮助安置难民的人的“极大兴趣”。</blockquote></p><p> \"So, as of this morning, Airbnb is making it possible for anyone — not only current Airbnb Hosts — to sign up to house Afghan refugees on Airbnb.org. Anyone can go to Airbnb.org/refugees to support the effort,\" she said.</p><p><blockquote>“因此,从今天早上开始,爱彼迎允许任何人——不仅仅是目前的爱彼迎房东——在 Airbnb.org 上注册为阿富汗难民提供住房。任何人都可以访问 Airbnb.org/refugees 来支持这项工作,”她说。</blockquote></p><p> Airbnb will waive all fees for those existing Airbnb hosts and anyone else who has extra space to temporarily house refugees at a discounted price or free of charge, according to a press release. Those who cannot rent out or provide free space can also donate to Airbnb to support the effort.</p><p><blockquote>根据一份新闻稿,爱彼迎将免除现有爱彼迎东道主和任何其他有额外空间以折扣价或免费临时安置难民的人的所有费用。那些无法出租或提供免费空间的人也可以向爱彼迎捐款来支持这项工作。</blockquote></p><p> \"In many cases, we have heard from people who want to offer their space free of charge,\" the company said in a press release. \"The response has been overwhelming and today we’re sharing more details on how people can help us expand on efforts to meet this unprecedented need for temporary, emergency stays for refugees arriving from Afghanistan.\"</p><p><blockquote>该公司在一份新闻稿中表示:“在许多情况下,我们听说有人希望免费提供他们的空间。”“反响热烈,今天我们将分享更多细节,介绍人们如何帮助我们扩大努力,满足来自阿富汗的难民对临时、紧急停留这一前所未有的需求”。</blockquote></p><p> Airbnb partnered with International Rescue Committee, HIAS and Church World Service to make the housing program possible.</p><p><blockquote>爱彼迎与国际救援委员会、HIAS和教会世界服务社合作,使住房计划成为可能。</blockquote></p><p> Approximately 25,000 refugees have stayed in Airbnb rentals over the past four years, the rental service said.</p><p><blockquote>租赁服务机构表示,在过去的四年里,大约有25,000名难民住在爱彼迎租赁公司。</blockquote></p><p></p>","source":"lsy1602566126337","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>Airbnb allowing anyone to host Afghanistan refugees, not just hosts<blockquote>爱彼迎允许任何人接待阿富汗难民,而不仅仅是东道主</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\">\nAirbnb allowing anyone to host Afghanistan refugees, not just hosts<blockquote>爱彼迎允许任何人接待阿富汗难民,而不仅仅是东道主</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">FOX Business</strong><span class=\"h-time small\">2021-08-27 17:57</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/ABNB\">Airbnb, Inc.</a> is allowing anyone around the world to host refugees from Afghanistan through the vacation rental platform rather than just regular hosts.</p><p><blockquote><a href=\"https://laohu8.com/S/ABNB\">爱彼迎公司。</a>允许世界各地的任何人通过度假租赁平台接待来自阿富汗的难民,而不仅仅是普通的东道主。</blockquote></p><p> The announcement comes after the company said Tuesday that it would be covering the cost of temporary housing for 20,000 refugees in an effort to help them escape the rule of the Taliban and resettle in safer areas around the world as the U.S. military withdraws from the country.</p><p><blockquote>此前,该公司周二表示,将为2万名难民支付临时住房费用,以帮助他们逃离塔利班的统治,并在美军撤出该国时在世界各地更安全的地区重新定居。</blockquote></p><p> The platform saw \"enormous interest\" from those willing to help house refugees, spokesperson Faith Hoffmeyer told FOX Business.</p><p><blockquote>发言人费丝·霍夫迈尔 (Faith Hoffmeyer) 告诉福克斯商业频道,该平台引起了那些愿意帮助安置难民的人的“极大兴趣”。</blockquote></p><p> \"So, as of this morning, Airbnb is making it possible for anyone — not only current Airbnb Hosts — to sign up to house Afghan refugees on Airbnb.org. Anyone can go to Airbnb.org/refugees to support the effort,\" she said.</p><p><blockquote>“因此,从今天早上开始,爱彼迎允许任何人——不仅仅是目前的爱彼迎房东——在 Airbnb.org 上注册为阿富汗难民提供住房。任何人都可以访问 Airbnb.org/refugees 来支持这项工作,”她说。</blockquote></p><p> Airbnb will waive all fees for those existing Airbnb hosts and anyone else who has extra space to temporarily house refugees at a discounted price or free of charge, according to a press release. Those who cannot rent out or provide free space can also donate to Airbnb to support the effort.</p><p><blockquote>根据一份新闻稿,爱彼迎将免除现有爱彼迎东道主和任何其他有额外空间以折扣价或免费临时安置难民的人的所有费用。那些无法出租或提供免费空间的人也可以向爱彼迎捐款来支持这项工作。</blockquote></p><p> \"In many cases, we have heard from people who want to offer their space free of charge,\" the company said in a press release. \"The response has been overwhelming and today we’re sharing more details on how people can help us expand on efforts to meet this unprecedented need for temporary, emergency stays for refugees arriving from Afghanistan.\"</p><p><blockquote>该公司在一份新闻稿中表示:“在许多情况下,我们听说有人希望免费提供他们的空间。”“反响热烈,今天我们将分享更多细节,介绍人们如何帮助我们扩大努力,满足来自阿富汗的难民对临时、紧急停留这一前所未有的需求”。</blockquote></p><p> Airbnb partnered with International Rescue Committee, HIAS and Church World Service to make the housing program possible.</p><p><blockquote>爱彼迎与国际救援委员会、HIAS和教会世界服务社合作,使住房计划成为可能。</blockquote></p><p> Approximately 25,000 refugees have stayed in Airbnb rentals over the past four years, the rental service said.</p><p><blockquote>租赁服务机构表示,在过去的四年里,大约有25,000名难民住在爱彼迎租赁公司。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.foxbusiness.com/technology/airbnb-anyone-host-afghanistan-refugees\">FOX Business</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":{"ABNB":"爱彼迎"},"source_url":"https://www.foxbusiness.com/technology/airbnb-anyone-host-afghanistan-refugees","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172124726","content_text":"Airbnb, Inc. is allowing anyone around the world to host refugees from Afghanistan through the vacation rental platform rather than just regular hosts.\nThe announcement comes after the company said Tuesday that it would be covering the cost of temporary housing for 20,000 refugees in an effort to help them escape the rule of the Taliban and resettle in safer areas around the world as the U.S. military withdraws from the country.\nThe platform saw \"enormous interest\" from those willing to help house refugees, spokesperson Faith Hoffmeyer told FOX Business.\n\"So, as of this morning, Airbnb is making it possible for anyone — not only current Airbnb Hosts — to sign up to house Afghan refugees on Airbnb.org. Anyone can go to Airbnb.org/refugees to support the effort,\" she said.\nAirbnb will waive all fees for those existing Airbnb hosts and anyone else who has extra space to temporarily house refugees at a discounted price or free of charge, according to a press release. Those who cannot rent out or provide free space can also donate to Airbnb to support the effort.\n\"In many cases, we have heard from people who want to offer their space free of charge,\" the company said in a press release. \"The response has been overwhelming and today we’re sharing more details on how people can help us expand on efforts to meet this unprecedented need for temporary, emergency stays for refugees arriving from Afghanistan.\"\nAirbnb partnered with International Rescue Committee, HIAS and Church World Service to make the housing program possible.\nApproximately 25,000 refugees have stayed in Airbnb rentals over the past four years, the rental service said.","news_type":1,"symbols_score_info":{"ABNB":0.9}},"isVote":1,"tweetType":1,"viewCount":2118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810269386,"gmtCreate":1629981307845,"gmtModify":1631891860841,"author":{"id":"4087475222144080","authorId":"4087475222144080","name":"AuroraJ","avatar":"https://static.tigerbbs.com/a0c9715bb8ca251a5197d8ed49713ec0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087475222144080","idStr":"4087475222144080"},"themes":[],"title":"","htmlText":"Not now perhaps 🤔 ","listText":"Not now perhaps 🤔 ","text":"Not now perhaps 🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/810269386","repostId":"1189151442","repostType":4,"repost":{"id":"1189151442","kind":"news","pubTimestamp":1629980830,"share":"https://www.laohunote.com/m/news/1189151442?lang=zh_CN&edition=full","pubTime":"2021-08-26 20:27","market":"us","language":"en","title":"3 Expert Opinions On Amazon Stock: Is It A Buy?<blockquote>3 位专家对亚马逊股票的看法:值得买入吗?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1189151442","media":"TheStreet","summary":"Since Q2 earnings day, Amazon stock has fizzled. Today, the Amazon Maven breaks down three of the mo","content":"<p>Since Q2 earnings day, Amazon stock has fizzled. Today, the Amazon Maven breaks down three of the most recent takes on AMZN from Wall Street equity researchers and experts.</p><p><blockquote>自第二季度财报日以来,亚马逊股价一直下跌。今天,亚马逊专家分析了华尔街股票研究人员和专家对亚马逊的三项最新看法。</blockquote></p><p> Since July, Amazon stock owners have seen their shares drop while investors reset their expectations on e-commerce. Online retail has failed to maintain momentum in a post-pandemic environment, as consumer shopping habits have shifted closer to brick-and-mortar in 2021.</p><p><blockquote>自 7 月以来,亚马逊股东的股价下跌,而投资者则重新调整了对电子商务的预期。随着2021年消费者购物习惯向实体购物转变,在线零售未能在大流行后的环境中保持势头。</blockquote></p><p> As the main player in US e-commerce, Amazon benefited from a sharp, but in part temporary consumption shift to the online channel in 2020. But with restrictions eased,Amazon’s Q2 report showed that aggressive growth rates may not be sustainable.</p><p><blockquote>作为美国电子商务的主要参与者,亚马逊受益于 2020 年消费向在线渠道的急剧但部分暂时的转变。但随着限制的放松,亚马逊第二季度报告显示,激进的增长率可能不可持续。</blockquote></p><p> As physical stores gradually reopen, what will happen to Amazon’s financial performance? And what should investors expect of AMZN stock? Today, the Amazon Maven looks at a few theses.</p><p><blockquote>随着实体店逐渐重新开业,亚马逊的财务业绩会发生什么变化?投资者应该对 AMZN 股票有何期待?今天,亚马逊专家来看一些论文。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1be54c5dedec1015d3b333406eaa9cb\" tg-width=\"1240\" tg-height=\"858\" width=\"100%\" height=\"auto\"><span>Figure 1: Amazon's headquarters in Seattle, WA.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1:亚马逊位于华盛顿州西雅图的总部。</span></p></blockquote></p><p> <b>e-Commerce: the pandemic outlier</b></p><p><blockquote><b>电子商务:大流行的异常值</b></blockquote></p><p> As the Amazon Maven has recently pointed out, Wall Street might have gotten carried away by Amazon’s 2020 results and projected unrealistic expectations for 2021. Because the COVID-19 crisis has scaled back, astronomic growth projections had to be readjusted. As a result, some fund managers chose to shift their portfolio allocations as well.</p><p><blockquote>正如亚马逊专家最近指出的那样,华尔街可能已经被亚马逊 2020 年的业绩和 2021 年不切实际的预期冲昏了头脑。由于 COVID-19 危机已经缩小,天文数字般的增长预测必须重新调整。因此,一些基金经理也选择转移投资组合配置。</blockquote></p><p> In its Q2 2021 investor letter, investment firm Nelson Capital Management shared its views for Amazon stock. The quote below does not necessarily paint a bearish picture for Amazon, but a less bullish one for the current year instead.</p><p><blockquote>投资公司 Nelson Capital Management 在其 2021 年第二季度投资者信中分享了其对亚马逊股票的看法。下面的引文并不一定描绘了亚马逊的悲观前景,而是对今年不那么乐观。</blockquote></p><p> \"In the consumer discretionary sector, we trimmed pandemic winners in favor of companies we believe will outperform in a recovery period. We reduced our position in Amazon following its stellar performance through the pandemic. Though we believe online shopping is here to stay, we think some portion of consumer wallet share will transition to services and experiences.\" <b>The longer-term perspective</b></p><p><blockquote>“在非必需消费品领域,我们削减了大流行赢家的股票,转而支持我们认为将在复苏期间表现出色的公司。在亚马逊在大流行期间表现出色后,我们减少了对亚马逊的持仓。尽管我们相信网上购物将会继续存在,但我们认为消费者钱包份额的一部分将转向服务和体验。”<b>长期视角</b></blockquote></p><p> Despite having disappointed analysts' expectations in Q2, Amazon’s long-term fundamentals are arguably as solid as they have ever been. Bezos’ behemoth is not only a leader in fast-growing markets, but it also has a competent management team that has been executing as strongly as possible.</p><p><blockquote>尽管亚马逊第二季度的业绩未能达到分析师的预期,但其长期基本面可以说一如既往地稳健。贝索斯的庞然大物不仅是快速增长市场的领导者,而且还拥有一支称职的管理团队,一直在尽可能强有力地执行任务。</blockquote></p><p> In a recently published analysis piece, boutique investment firm Livy Investment Research concluded that the e-commerce giant has its sails well adjusted for the journey ahead.</p><p><blockquote>在最近发表的一篇分析文章中,精品投资公司 Livy Investment Research 得出结论,这家电子商务巨头已经为未来的旅程做好了充分准备。</blockquote></p><p> “Combined with society’s increasing reliance on e-commerce and demand for cloud computing infrastructure in the ongoing transition to digital, which are favorable trends to Amazon’s anchor businesses – Amazon.com and AWS cloud services – the company is slated to lead with promising uptrends in the next five years and beyond.” <b>Inflation is coming</b></p><p><blockquote>“再加上社会对电子商务的日益依赖,以及在持续向数字化转型的过程中对云计算基础设施的需求,这些对亚马逊的支柱业务--亚马逊和 AWS 云服务--来说都是有利的趋势,亚马逊有望在未来五年及以后保持领先地位。”<b>通货膨胀即将来临</b></blockquote></p><p> Jim Cramer has a bit of a hot take on Amazon stock. As the possibility of a sharp increase in consumer prices remains on the table, concerning some analysts, the Mad Money host believes that investors should focus on companies that have pricing power over their competitors.</p><p><blockquote>吉姆·克莱默 (Jim Cramer) 对亚马逊股票有点热情。由于一些分析师担心消费者价格大幅上涨的可能性仍然存在,《疯狂金钱》主持人认为,投资者应该关注那些比竞争对手拥有定价权的公司。</blockquote></p><p> Below is what Mr. Cramer had to say about Amazon and other Big Techs:</p><p><blockquote>以下是克莱默先生对亚马逊和其他大型科技公司的评价:</blockquote></p><p> “When you try to think of what’s working in this market... I want you to ask yourself, would you be insensitive to a price increase if the company put one through? [What are] the companies that can raise prices without infuriating you? Go buy their stocks.” <b>The Amazon Maven’s view</b></p><p><blockquote>“当你试图思考这个市场上什么在起作用时......我想让你问问自己,如果公司实施涨价,你会对涨价麻木不仁吗?[有哪些]公司可以在不激怒你的情况下提高价格?去买他们的股票吧。”<b>亚马逊专家的观点</b></blockquote></p><p> After overestimating Amazon’s growth in 2021, it is understandable that analysts would turn cautious in the short term as to avoid making the same mistake again.</p><p><blockquote>在高估了亚马逊 2021 年的增长之后,分析师们在短期内会变得谨慎,以避免重蹈覆辙,这是可以理解的。</blockquote></p><p> Still, we point out that the consensus view on AMZN stock is consistent with the company’s more bullish, longer-term narrative. Even the most pessimistic of analysts have maintained their buy ratings on the stock after Q2 earnings, underscoring the idea that AMZN is probably a good stock to have in most buy-and-hold portfolios.</p><p><blockquote>尽管如此,我们还是指出,对 AMZN 股票的一致看法与该公司更乐观、更长期的说法是一致的。即使是最悲观的分析师在第二季度财报公布后也维持了对该股的买入评级,这凸显了 AMZN 可能是大多数买入并持有投资组合中的一只好股票的想法。</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>3 Expert Opinions On Amazon Stock: Is It A Buy?<blockquote>3 位专家对亚马逊股票的看法:值得买入吗?</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Expert Opinions On Amazon Stock: Is It A Buy?<blockquote>3 位专家对亚马逊股票的看法:值得买入吗?</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-08-26 20:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Since Q2 earnings day, Amazon stock has fizzled. Today, the Amazon Maven breaks down three of the most recent takes on AMZN from Wall Street equity researchers and experts.</p><p><blockquote>自第二季度财报日以来,亚马逊股价一直下跌。今天,亚马逊专家分析了华尔街股票研究人员和专家对亚马逊的三项最新看法。</blockquote></p><p> Since July, Amazon stock owners have seen their shares drop while investors reset their expectations on e-commerce. Online retail has failed to maintain momentum in a post-pandemic environment, as consumer shopping habits have shifted closer to brick-and-mortar in 2021.</p><p><blockquote>自 7 月以来,亚马逊股东的股价下跌,而投资者则重新调整了对电子商务的预期。随着2021年消费者购物习惯向实体购物转变,在线零售未能在大流行后的环境中保持势头。</blockquote></p><p> As the main player in US e-commerce, Amazon benefited from a sharp, but in part temporary consumption shift to the online channel in 2020. But with restrictions eased,Amazon’s Q2 report showed that aggressive growth rates may not be sustainable.</p><p><blockquote>作为美国电子商务的主要参与者,亚马逊受益于 2020 年消费向在线渠道的急剧但部分暂时的转变。但随着限制的放松,亚马逊第二季度报告显示,激进的增长率可能不可持续。</blockquote></p><p> As physical stores gradually reopen, what will happen to Amazon’s financial performance? And what should investors expect of AMZN stock? Today, the Amazon Maven looks at a few theses.</p><p><blockquote>随着实体店逐渐重新开业,亚马逊的财务业绩会发生什么变化?投资者应该对 AMZN 股票有何期待?今天,亚马逊专家来看一些论文。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1be54c5dedec1015d3b333406eaa9cb\" tg-width=\"1240\" tg-height=\"858\" width=\"100%\" height=\"auto\"><span>Figure 1: Amazon's headquarters in Seattle, WA.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1:亚马逊位于华盛顿州西雅图的总部。</span></p></blockquote></p><p> <b>e-Commerce: the pandemic outlier</b></p><p><blockquote><b>电子商务:大流行的异常值</b></blockquote></p><p> As the Amazon Maven has recently pointed out, Wall Street might have gotten carried away by Amazon’s 2020 results and projected unrealistic expectations for 2021. Because the COVID-19 crisis has scaled back, astronomic growth projections had to be readjusted. As a result, some fund managers chose to shift their portfolio allocations as well.</p><p><blockquote>正如亚马逊专家最近指出的那样,华尔街可能已经被亚马逊 2020 年的业绩和 2021 年不切实际的预期冲昏了头脑。由于 COVID-19 危机已经缩小,天文数字般的增长预测必须重新调整。因此,一些基金经理也选择转移投资组合配置。</blockquote></p><p> In its Q2 2021 investor letter, investment firm Nelson Capital Management shared its views for Amazon stock. The quote below does not necessarily paint a bearish picture for Amazon, but a less bullish one for the current year instead.</p><p><blockquote>投资公司 Nelson Capital Management 在其 2021 年第二季度投资者信中分享了其对亚马逊股票的看法。下面的引文并不一定描绘了亚马逊的悲观前景,而是对今年不那么乐观。</blockquote></p><p> \"In the consumer discretionary sector, we trimmed pandemic winners in favor of companies we believe will outperform in a recovery period. We reduced our position in Amazon following its stellar performance through the pandemic. Though we believe online shopping is here to stay, we think some portion of consumer wallet share will transition to services and experiences.\" <b>The longer-term perspective</b></p><p><blockquote>“在非必需消费品领域,我们削减了大流行赢家的股票,转而支持我们认为将在复苏期间表现出色的公司。在亚马逊在大流行期间表现出色后,我们减少了对亚马逊的持仓。尽管我们相信网上购物将会继续存在,但我们认为消费者钱包份额的一部分将转向服务和体验。”<b>长期视角</b></blockquote></p><p> Despite having disappointed analysts' expectations in Q2, Amazon’s long-term fundamentals are arguably as solid as they have ever been. Bezos’ behemoth is not only a leader in fast-growing markets, but it also has a competent management team that has been executing as strongly as possible.</p><p><blockquote>尽管亚马逊第二季度的业绩未能达到分析师的预期,但其长期基本面可以说一如既往地稳健。贝索斯的庞然大物不仅是快速增长市场的领导者,而且还拥有一支称职的管理团队,一直在尽可能强有力地执行任务。</blockquote></p><p> In a recently published analysis piece, boutique investment firm Livy Investment Research concluded that the e-commerce giant has its sails well adjusted for the journey ahead.</p><p><blockquote>在最近发表的一篇分析文章中,精品投资公司 Livy Investment Research 得出结论,这家电子商务巨头已经为未来的旅程做好了充分准备。</blockquote></p><p> “Combined with society’s increasing reliance on e-commerce and demand for cloud computing infrastructure in the ongoing transition to digital, which are favorable trends to Amazon’s anchor businesses – Amazon.com and AWS cloud services – the company is slated to lead with promising uptrends in the next five years and beyond.” <b>Inflation is coming</b></p><p><blockquote>“再加上社会对电子商务的日益依赖,以及在持续向数字化转型的过程中对云计算基础设施的需求,这些对亚马逊的支柱业务--亚马逊和 AWS 云服务--来说都是有利的趋势,亚马逊有望在未来五年及以后保持领先地位。”<b>通货膨胀即将来临</b></blockquote></p><p> Jim Cramer has a bit of a hot take on Amazon stock. As the possibility of a sharp increase in consumer prices remains on the table, concerning some analysts, the Mad Money host believes that investors should focus on companies that have pricing power over their competitors.</p><p><blockquote>吉姆·克莱默 (Jim Cramer) 对亚马逊股票有点热情。由于一些分析师担心消费者价格大幅上涨的可能性仍然存在,《疯狂金钱》主持人认为,投资者应该关注那些比竞争对手拥有定价权的公司。</blockquote></p><p> Below is what Mr. Cramer had to say about Amazon and other Big Techs:</p><p><blockquote>以下是克莱默先生对亚马逊和其他大型科技公司的评价:</blockquote></p><p> “When you try to think of what’s working in this market... I want you to ask yourself, would you be insensitive to a price increase if the company put one through? [What are] the companies that can raise prices without infuriating you? Go buy their stocks.” <b>The Amazon Maven’s view</b></p><p><blockquote>“当你试图思考这个市场上什么在起作用时......我想让你问问自己,如果公司实施涨价,你会对涨价麻木不仁吗?[有哪些]公司可以在不激怒你的情况下提高价格?去买他们的股票吧。”<b>亚马逊专家的观点</b></blockquote></p><p> After overestimating Amazon’s growth in 2021, it is understandable that analysts would turn cautious in the short term as to avoid making the same mistake again.</p><p><blockquote>在高估了亚马逊 2021 年的增长之后,分析师们在短期内会变得谨慎,以避免重蹈覆辙,这是可以理解的。</blockquote></p><p> Still, we point out that the consensus view on AMZN stock is consistent with the company’s more bullish, longer-term narrative. Even the most pessimistic of analysts have maintained their buy ratings on the stock after Q2 earnings, underscoring the idea that AMZN is probably a good stock to have in most buy-and-hold portfolios.</p><p><blockquote>尽管如此,我们还是指出,对 AMZN 股票的一致看法与该公司更乐观、更长期的说法是一致的。即使是最悲观的分析师在第二季度财报公布后也维持了对该股的买入评级,这凸显了 AMZN 可能是大多数买入并持有投资组合中的一只好股票的想法。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.thestreet.com/amazon/stock/3-expert-opinions-on-amazon-stock-is-it-a-buy\">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":{"AMZN":"亚马逊"},"source_url":"https://www.thestreet.com/amazon/stock/3-expert-opinions-on-amazon-stock-is-it-a-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189151442","content_text":"Since Q2 earnings day, Amazon stock has fizzled. Today, the Amazon Maven breaks down three of the most recent takes on AMZN from Wall Street equity researchers and experts.\nSince July, Amazon stock owners have seen their shares drop while investors reset their expectations on e-commerce. Online retail has failed to maintain momentum in a post-pandemic environment, as consumer shopping habits have shifted closer to brick-and-mortar in 2021.\nAs the main player in US e-commerce, Amazon benefited from a sharp, but in part temporary consumption shift to the online channel in 2020. But with restrictions eased,Amazon’s Q2 report showed that aggressive growth rates may not be sustainable.\nAs physical stores gradually reopen, what will happen to Amazon’s financial performance? And what should investors expect of AMZN stock? Today, the Amazon Maven looks at a few theses.\nFigure 1: Amazon's headquarters in Seattle, WA.\ne-Commerce: the pandemic outlier\nAs the Amazon Maven has recently pointed out, Wall Street might have gotten carried away by Amazon’s 2020 results and projected unrealistic expectations for 2021. Because the COVID-19 crisis has scaled back, astronomic growth projections had to be readjusted. As a result, some fund managers chose to shift their portfolio allocations as well.\nIn its Q2 2021 investor letter, investment firm Nelson Capital Management shared its views for Amazon stock. The quote below does not necessarily paint a bearish picture for Amazon, but a less bullish one for the current year instead.\n\n \"In the consumer discretionary sector, we trimmed pandemic winners in favor of companies we believe will outperform in a recovery period. We reduced our position in Amazon following its stellar performance through the pandemic. Though we believe online shopping is here to stay, we think some portion of consumer wallet share will transition to services and experiences.\"\n\nThe longer-term perspective\nDespite having disappointed analysts' expectations in Q2, Amazon’s long-term fundamentals are arguably as solid as they have ever been. Bezos’ behemoth is not only a leader in fast-growing markets, but it also has a competent management team that has been executing as strongly as possible.\nIn a recently published analysis piece, boutique investment firm Livy Investment Research concluded that the e-commerce giant has its sails well adjusted for the journey ahead.\n\n “Combined with society’s increasing reliance on e-commerce and demand for cloud computing infrastructure in the ongoing transition to digital, which are favorable trends to Amazon’s anchor businesses – Amazon.com and AWS cloud services – the company is slated to lead with promising uptrends in the next five years and beyond.”\n\nInflation is coming\nJim Cramer has a bit of a hot take on Amazon stock. As the possibility of a sharp increase in consumer prices remains on the table, concerning some analysts, the Mad Money host believes that investors should focus on companies that have pricing power over their competitors.\nBelow is what Mr. Cramer had to say about Amazon and other Big Techs:\n\n “When you try to think of what’s working in this market... I want you to ask yourself, would you be insensitive to a price increase if the company put one through? [What are] the companies that can raise prices without infuriating you? Go buy their stocks.”\n\nThe Amazon Maven’s view\nAfter overestimating Amazon’s growth in 2021, it is understandable that analysts would turn cautious in the short term as to avoid making the same mistake again.\nStill, we point out that the consensus view on AMZN stock is consistent with the company’s more bullish, longer-term narrative. Even the most pessimistic of analysts have maintained their buy ratings on the stock after Q2 earnings, underscoring the idea that AMZN is probably a good stock to have in most buy-and-hold portfolios.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":4823,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837259990,"gmtCreate":1629895760010,"gmtModify":1631891860853,"author":{"id":"4087475222144080","authorId":"4087475222144080","name":"AuroraJ","avatar":"https://static.tigerbbs.com/a0c9715bb8ca251a5197d8ed49713ec0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087475222144080","idStr":"4087475222144080"},"themes":[],"title":"","htmlText":"🤔 Hmmm","listText":"🤔 Hmmm","text":"🤔 Hmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/837259990","repostId":"1179982896","repostType":4,"repost":{"id":"1179982896","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1629893760,"share":"https://www.laohunote.com/m/news/1179982896?lang=zh_CN&edition=full","pubTime":"2021-08-25 20:16","market":"us","language":"en","title":"Toplines Before US Market Open on Wednesday<blockquote>周三美国市场开盘前的顶线</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1179982896","media":"Tiger Newspress","summary":"U.S. stock index futures were steady on Wednesday after another record close for the S&P 500 and the","content":"<p>U.S. stock index futures were steady on Wednesday after another record close for the S&P 500 and the Nasdaq, while investors watched progress in the government's multi-trillion-dollar investment plans.</p><p><blockquote>在标普500和纳斯达克再次创纪录收盘后,美国股指期货周三保持稳定,而投资者则关注政府数万亿美元投资计划的进展。</blockquote></p><p> At 7:55 a.m. ET, Dow e-minis were down 3 points, or 0.07%, S&P 500 e-minis were down 12 points, or 0.03%, and Nasdaq 100 e-minis were down 14.50 points, or 0.09%.</p><p><blockquote>美国东部时间上午 7:55,道琼斯电子迷你指数下跌 3 点,跌幅 0.07%,标普500电子迷你指数下跌 12 点,跌幅 0.03%,纳斯达克 100 电子迷你指数下跌 14.50 点,跌幅 0.09%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9af471a9313fe339e69031eb18ce40e2\" tg-width=\"1080\" tg-height=\"380\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Major Wall Street lenders were mixed, while industrials including Caterpillar Inc and 3M Co inched up about 0.3% after the Democratic-controlled U.S. House of Representatives approved a $3.5 trillion budget framework and agreed to vote by Sept. 27 on a $1 trillion Senate-passed infrastructure bill.</p><p><blockquote>华尔街主要银行涨跌互现,而在民主党控制的美国众议院批准了 3.5 万亿美元的预算框架并同意在 9 月 27 日之前就参议院通过的 1 万亿美元基础设施法案进行投票后,包括卡特彼勒公司 (Caterpillar Inc) 和 3M Co 在内的工业公司小幅上涨约 0.3%。</blockquote></p><p> Shares of several retail trading darlings, including Express, AMC Entertainment and Koss Corp, rose between 1.4% and 8.4%, a day after dealing over $1 billion in losses to short sellers in late heavy volume trading on no apparent news.</p><p><blockquote>包括 Express、AMC院线和 Koss Corp 在内的几家零售交易宠儿的股价上涨了 1.4% 至 8.4%,一天前,在没有明显消息的情况下,在尾盘放量交易中卖空者损失了超过 10 亿美元。</blockquote></p><p> Focus is now on the Federal Reserve's annual economic symposium at Jackson Hole on Friday for views on when the central bank will start tapering its massive asset purchases program.</p><p><blockquote>现在的焦点是周五在杰克逊霍尔举行的美联储年度经济研讨会,以了解美联储何时开始缩减大规模资产购买计划。</blockquote></p><p> <b>Stocks making the biggest moves premarket:</b></p><p><blockquote><b>盘前波动最大的股票:</b></blockquote></p><p> TSMC(TSM) – Shares of Taiwan Semiconductor Manufacturing Co. rose 2.7% in premarket trading after local media reported that the world's largest contract chipmaker will raise product prices due to a global supply shortage, dealers said.</p><p><blockquote>台积电(TSM)——经销商表示,当地媒体报道称,由于全球供应短缺,这家全球最大的合同芯片制造商将提高产品价格,台积电股价在盘前交易中上涨 2.7%。</blockquote></p><p> Dick’s Sporting Goods(DKS) – The sporting goods retailer’s shares jumped 11.4% in the premarket, as its quarterly earnings beat estimates. The company also announced a $5.50 per share special dividend and a 21% increase in its quarterly dividend. Dick’s earned an adjusted $5.08 per share for its latest quarter, beating the consensus estimate of $2.80.</p><p><blockquote>迪克体育用品公司(DKS)--由于季度盈利超出预期,这家体育用品零售商的股价在盘前大涨 11.4%。该公司还宣布派发每股 5.50 美元的特别股息,并将季度股息增加 21%。Dick's 最近一个季度调整后每股收益为 5.08 美元,超过了市场普遍预期的 2.80 美元。</blockquote></p><p> Johnson & Johnson(JNJ) – Johnson & Johnson said study data supports the benefits of a booster shot for recipients of its Covid-19 vaccine. The dose sharply increased levels of antibodies in two early-stage trials.</p><p><blockquote>强生公司(JNJ)——强生公司表示,研究数据支持其 Covid-19 疫苗接种者加强注射的好处。在两项早期试验中,该剂量急剧增加了抗体水平。</blockquote></p><p> Express(EXPR) – Shares of the apparel retailer rallied 5.2% in the premarket after the company reported an unexpected profit for its latest quarter. Express earned 2 cents per share, compared with forecasts of a 30 cents per share loss, and revenue also came in above analyst forecasts.</p><p><blockquote>Express (EXPR) – 这家服装零售商公布最新季度意外盈利后,其股价在盘前上涨 5.2%。Express 每股收益为 2 美分,而预测为每股亏损 30 美分,收入也高于分析师的预测。</blockquote></p><p> Shoe Carnival(SCVL) – The shoe retailer reported a quarterly profit of $1.54 per share, more than double the 75 cent consensus estimate, with revenue also exceeding Wall Street forecasts and comparable sales rising 11.4%. Shoe Carnival gained 2.2% in the premarket.</p><p><blockquote>Shoe Carnival (SCVL) – 这家鞋类零售商公布季度利润为每股 1.54 美元,是市场普遍预期 75 美分的两倍多,收入也超出了华尔街的预测,可比销售额增长了 11.4%。鞋嘉年华盘前上涨2.2%。</blockquote></p><p> Cassava Biosciences(SAVA) – The biotechnology company said claims posted online late yesterday challenging its scientific integrity are false and misleading. The issue revolved around study data for an Alzheimer’s disease treatment. Cassava released a statement refuting each of 15 claims that the company calls “fiction.” Cassava tumbled 22.6% in the premarket.</p><p><blockquote>Cassava Biosciences(SAVA)——这家生物技术公司表示,昨天晚些时候在网上发布的质疑其科学诚信的说法是虚假的,具有误导性。这个问题围绕着阿尔茨海默病治疗的研究数据展开。Cassava 发表声明,驳斥了有关该公司评级 “虚构 ”的 15 项说法。木薯盘前下跌 22.6%。</blockquote></p><p> Urban Outfitters(URBN) – Urban Outfitters earned $1.28 per share for its latest quarter, beating the 77 cents consensus estimate. The apparel retailer’s revenue was also above forecasts. Urban Outfitters benefited from a sizeable increase in digital sales compared with pre-pandemic levels. However, the company also mentioned that it is dealing with supply chain issues, and its shares lost 5.2% in premarket trading.</p><p><blockquote>Urban Outfitters (URBN) – Urban Outfitters 最新季度每股收益为 1.28 美元,超过市场普遍预期的 77 美分。这家服装零售商的收入也高于预期。与大流行前的水平相比,Urban Outfitters受益于数字销售的大幅增长。不过,该公司也提到正在处理供应链问题,其股价在盘前交易中下跌5.2%。</blockquote></p><p> Nordstrom(JWN) – Nordstrom tumbled 11.5% in premarket trading after its quarterly report showed revenue for its latest quarter was still below pre-pandemic levels. The department store operator did beat the 27 cents estimate for its latest quarter with earnings of 49 cents per share, and revenue above forecasts. Nordstrom raised its full-year outlook as well.</p><p><blockquote>Nordstrom (JWN) – Nordstrom 在季度报告显示其最新季度的收入仍低于大流行前的水平后,在盘前交易中暴跌 11.5%。这家百货商店运营商最近一个季度的每股收益为 49 美分,超出了 27 美分的预期,收入也高于预期。诺德斯特龙也上调了全年展望。</blockquote></p><p> Toll Brothers(TOL) – Toll Brothers reported quarterly earnings of $1.87 per share, 32 cents above the consensus estimate, with the luxury home builder’s revenue essentially in line with Wall Street forecasts. Low overall inventories in the housing market and low mortgage rates helped boost the company’s results. Toll Brothers gained 1.9% in premarket action.</p><p><blockquote>Toll Brothers(TOL)--Toll Brothers 公布的季度收益为每股 1.87 美元,比市场普遍预期高出 32 美分,这家豪华住宅建筑商的收入与华尔街的预测基本一致。房地产市场整体库存较低,抵押贷款利率较低,这有助于提振公司业绩。Toll Brothers 在盘前交易中上涨 1.9%。</blockquote></p><p> Intuit(INTU) – Intuit beat estimates by 38 cents with adjusted quarterly earnings of $1.97, while the financial software company’s revenue topped estimates. The maker of TurboTax also issued an upbeat outlook, raised its dividend and boosted its stock buyback program. The stock added 2.4% in the premarket.</p><p><blockquote>Intuit(INTU)--Intuit 调整后季度收益为 1.97 美元,超出预期 38 美分,而这家财务软件公司的收入也超过了预期。TurboTax 的制造商还发布了乐观的前景,提高了股息并加大了股票回购计划。该股盘前上涨2.4%。</blockquote></p><p> Meme Stocks – So-called “meme” stocks remain on watch after late Tuesday rallies.AMC Entertainment,Koss,Robinhood and ContextLogic all surged despite a lack of news on any of those companies. Koss rose 1.7% in the premarket, AMC jumped 2.6%,GameStop fell 1.6% and Robinhood fell 0.1%.</p><p><blockquote>Meme 股票--所谓的 “Meme ”股票在周二晚些时候上涨后仍备受关注。AMC Entertainment、Koss、Robinhood 和 ContextLogic 都在飙升,尽管这些公司都没有消息。Koss盘前上涨1.7%,AMC上涨2.6%,GameStop下跌1.6%,Robinhood下跌0.1%。</blockquote></p><p></p><p> Campbell Soup(CPB) – Campbell Soup was downgraded to “neutral” from “overweight” at Piper Sandler, which cited increasing commodity costs among other factors. Campbell shares slid 1.4% in premarket trading.</p><p><blockquote>金宝汤(CPB)--Piper Sandler 将金宝汤的评级从 “跑赢大盘 ”下调至 “中性”,理由是商品成本上升等因素。金宝股价在盘前交易中下跌 1.4%。</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>Toplines Before US Market Open on Wednesday<blockquote>周三美国市场开盘前的顶线</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; 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}\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\">\nToplines Before US Market Open on Wednesday<blockquote>周三美国市场开盘前的顶线</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-08-25 20:16</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>U.S. stock index futures were steady on Wednesday after another record close for the S&P 500 and the Nasdaq, while investors watched progress in the government's multi-trillion-dollar investment plans.</p><p><blockquote>在标普500和纳斯达克再次创纪录收盘后,美国股指期货周三保持稳定,而投资者则关注政府数万亿美元投资计划的进展。</blockquote></p><p> At 7:55 a.m. ET, Dow e-minis were down 3 points, or 0.07%, S&P 500 e-minis were down 12 points, or 0.03%, and Nasdaq 100 e-minis were down 14.50 points, or 0.09%.</p><p><blockquote>美国东部时间上午 7:55,道琼斯电子迷你指数下跌 3 点,跌幅 0.07%,标普500电子迷你指数下跌 12 点,跌幅 0.03%,纳斯达克 100 电子迷你指数下跌 14.50 点,跌幅 0.09%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9af471a9313fe339e69031eb18ce40e2\" tg-width=\"1080\" tg-height=\"380\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Major Wall Street lenders were mixed, while industrials including Caterpillar Inc and 3M Co inched up about 0.3% after the Democratic-controlled U.S. House of Representatives approved a $3.5 trillion budget framework and agreed to vote by Sept. 27 on a $1 trillion Senate-passed infrastructure bill.</p><p><blockquote>华尔街主要银行涨跌互现,而在民主党控制的美国众议院批准了 3.5 万亿美元的预算框架并同意在 9 月 27 日之前就参议院通过的 1 万亿美元基础设施法案进行投票后,包括卡特彼勒公司 (Caterpillar Inc) 和 3M Co 在内的工业公司小幅上涨约 0.3%。</blockquote></p><p> Shares of several retail trading darlings, including Express, AMC Entertainment and Koss Corp, rose between 1.4% and 8.4%, a day after dealing over $1 billion in losses to short sellers in late heavy volume trading on no apparent news.</p><p><blockquote>包括 Express、AMC院线和 Koss Corp 在内的几家零售交易宠儿的股价上涨了 1.4% 至 8.4%,一天前,在没有明显消息的情况下,在尾盘放量交易中卖空者损失了超过 10 亿美元。</blockquote></p><p> Focus is now on the Federal Reserve's annual economic symposium at Jackson Hole on Friday for views on when the central bank will start tapering its massive asset purchases program.</p><p><blockquote>现在的焦点是周五在杰克逊霍尔举行的美联储年度经济研讨会,以了解美联储何时开始缩减大规模资产购买计划。</blockquote></p><p> <b>Stocks making the biggest moves premarket:</b></p><p><blockquote><b>盘前波动最大的股票:</b></blockquote></p><p> TSMC(TSM) – Shares of Taiwan Semiconductor Manufacturing Co. rose 2.7% in premarket trading after local media reported that the world's largest contract chipmaker will raise product prices due to a global supply shortage, dealers said.</p><p><blockquote>台积电(TSM)——经销商表示,当地媒体报道称,由于全球供应短缺,这家全球最大的合同芯片制造商将提高产品价格,台积电股价在盘前交易中上涨 2.7%。</blockquote></p><p> Dick’s Sporting Goods(DKS) – The sporting goods retailer’s shares jumped 11.4% in the premarket, as its quarterly earnings beat estimates. The company also announced a $5.50 per share special dividend and a 21% increase in its quarterly dividend. Dick’s earned an adjusted $5.08 per share for its latest quarter, beating the consensus estimate of $2.80.</p><p><blockquote>迪克体育用品公司(DKS)--由于季度盈利超出预期,这家体育用品零售商的股价在盘前大涨 11.4%。该公司还宣布派发每股 5.50 美元的特别股息,并将季度股息增加 21%。Dick's 最近一个季度调整后每股收益为 5.08 美元,超过了市场普遍预期的 2.80 美元。</blockquote></p><p> Johnson & Johnson(JNJ) – Johnson & Johnson said study data supports the benefits of a booster shot for recipients of its Covid-19 vaccine. The dose sharply increased levels of antibodies in two early-stage trials.</p><p><blockquote>强生公司(JNJ)——强生公司表示,研究数据支持其 Covid-19 疫苗接种者加强注射的好处。在两项早期试验中,该剂量急剧增加了抗体水平。</blockquote></p><p> Express(EXPR) – Shares of the apparel retailer rallied 5.2% in the premarket after the company reported an unexpected profit for its latest quarter. Express earned 2 cents per share, compared with forecasts of a 30 cents per share loss, and revenue also came in above analyst forecasts.</p><p><blockquote>Express (EXPR) – 这家服装零售商公布最新季度意外盈利后,其股价在盘前上涨 5.2%。Express 每股收益为 2 美分,而预测为每股亏损 30 美分,收入也高于分析师的预测。</blockquote></p><p> Shoe Carnival(SCVL) – The shoe retailer reported a quarterly profit of $1.54 per share, more than double the 75 cent consensus estimate, with revenue also exceeding Wall Street forecasts and comparable sales rising 11.4%. Shoe Carnival gained 2.2% in the premarket.</p><p><blockquote>Shoe Carnival (SCVL) – 这家鞋类零售商公布季度利润为每股 1.54 美元,是市场普遍预期 75 美分的两倍多,收入也超出了华尔街的预测,可比销售额增长了 11.4%。鞋嘉年华盘前上涨2.2%。</blockquote></p><p> Cassava Biosciences(SAVA) – The biotechnology company said claims posted online late yesterday challenging its scientific integrity are false and misleading. The issue revolved around study data for an Alzheimer’s disease treatment. Cassava released a statement refuting each of 15 claims that the company calls “fiction.” Cassava tumbled 22.6% in the premarket.</p><p><blockquote>Cassava Biosciences(SAVA)——这家生物技术公司表示,昨天晚些时候在网上发布的质疑其科学诚信的说法是虚假的,具有误导性。这个问题围绕着阿尔茨海默病治疗的研究数据展开。Cassava 发表声明,驳斥了有关该公司评级 “虚构 ”的 15 项说法。木薯盘前下跌 22.6%。</blockquote></p><p> Urban Outfitters(URBN) – Urban Outfitters earned $1.28 per share for its latest quarter, beating the 77 cents consensus estimate. The apparel retailer’s revenue was also above forecasts. Urban Outfitters benefited from a sizeable increase in digital sales compared with pre-pandemic levels. However, the company also mentioned that it is dealing with supply chain issues, and its shares lost 5.2% in premarket trading.</p><p><blockquote>Urban Outfitters (URBN) – Urban Outfitters 最新季度每股收益为 1.28 美元,超过市场普遍预期的 77 美分。这家服装零售商的收入也高于预期。与大流行前的水平相比,Urban Outfitters受益于数字销售的大幅增长。不过,该公司也提到正在处理供应链问题,其股价在盘前交易中下跌5.2%。</blockquote></p><p> Nordstrom(JWN) – Nordstrom tumbled 11.5% in premarket trading after its quarterly report showed revenue for its latest quarter was still below pre-pandemic levels. The department store operator did beat the 27 cents estimate for its latest quarter with earnings of 49 cents per share, and revenue above forecasts. Nordstrom raised its full-year outlook as well.</p><p><blockquote>Nordstrom (JWN) – Nordstrom 在季度报告显示其最新季度的收入仍低于大流行前的水平后,在盘前交易中暴跌 11.5%。这家百货商店运营商最近一个季度的每股收益为 49 美分,超出了 27 美分的预期,收入也高于预期。诺德斯特龙也上调了全年展望。</blockquote></p><p> Toll Brothers(TOL) – Toll Brothers reported quarterly earnings of $1.87 per share, 32 cents above the consensus estimate, with the luxury home builder’s revenue essentially in line with Wall Street forecasts. Low overall inventories in the housing market and low mortgage rates helped boost the company’s results. Toll Brothers gained 1.9% in premarket action.</p><p><blockquote>Toll Brothers(TOL)--Toll Brothers 公布的季度收益为每股 1.87 美元,比市场普遍预期高出 32 美分,这家豪华住宅建筑商的收入与华尔街的预测基本一致。房地产市场整体库存较低,抵押贷款利率较低,这有助于提振公司业绩。Toll Brothers 在盘前交易中上涨 1.9%。</blockquote></p><p> Intuit(INTU) – Intuit beat estimates by 38 cents with adjusted quarterly earnings of $1.97, while the financial software company’s revenue topped estimates. The maker of TurboTax also issued an upbeat outlook, raised its dividend and boosted its stock buyback program. The stock added 2.4% in the premarket.</p><p><blockquote>Intuit(INTU)--Intuit 调整后季度收益为 1.97 美元,超出预期 38 美分,而这家财务软件公司的收入也超过了预期。TurboTax 的制造商还发布了乐观的前景,提高了股息并加大了股票回购计划。该股盘前上涨2.4%。</blockquote></p><p> Meme Stocks – So-called “meme” stocks remain on watch after late Tuesday rallies.AMC Entertainment,Koss,Robinhood and ContextLogic all surged despite a lack of news on any of those companies. Koss rose 1.7% in the premarket, AMC jumped 2.6%,GameStop fell 1.6% and Robinhood fell 0.1%.</p><p><blockquote>Meme 股票--所谓的 “Meme ”股票在周二晚些时候上涨后仍备受关注。AMC Entertainment、Koss、Robinhood 和 ContextLogic 都在飙升,尽管这些公司都没有消息。Koss盘前上涨1.7%,AMC上涨2.6%,GameStop下跌1.6%,Robinhood下跌0.1%。</blockquote></p><p></p><p> Campbell Soup(CPB) – Campbell Soup was downgraded to “neutral” from “overweight” at Piper Sandler, which cited increasing commodity costs among other factors. Campbell shares slid 1.4% in premarket trading.</p><p><blockquote>金宝汤(CPB)--Piper Sandler 将金宝汤的评级从 “跑赢大盘 ”下调至 “中性”,理由是商品成本上升等因素。金宝股价在盘前交易中下跌 1.4%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","TOL":"托尔兄弟","HOOD":"Robinhood","EXPR":"Express, Inc.",".DJI":"道琼斯","URBN":"都市服饰","KOSS":"高斯电子","JNJ":"强生","GME":"游戏驿站",".IXIC":"NASDAQ Composite","TSM":"台积电","AMC":"AMC院线","JWN":"诺德斯特龙","DKS":"迪克体育用品"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179982896","content_text":"U.S. stock index futures were steady on Wednesday after another record close for the S&P 500 and the Nasdaq, while investors watched progress in the government's multi-trillion-dollar investment plans.\nAt 7:55 a.m. ET, Dow e-minis were down 3 points, or 0.07%, S&P 500 e-minis were down 12 points, or 0.03%, and Nasdaq 100 e-minis were down 14.50 points, or 0.09%.\n\nMajor Wall Street lenders were mixed, while industrials including Caterpillar Inc and 3M Co inched up about 0.3% after the Democratic-controlled U.S. House of Representatives approved a $3.5 trillion budget framework and agreed to vote by Sept. 27 on a $1 trillion Senate-passed infrastructure bill.\nShares of several retail trading darlings, including Express, AMC Entertainment and Koss Corp, rose between 1.4% and 8.4%, a day after dealing over $1 billion in losses to short sellers in late heavy volume trading on no apparent news.\nFocus is now on the Federal Reserve's annual economic symposium at Jackson Hole on Friday for views on when the central bank will start tapering its massive asset purchases program.\nStocks making the biggest moves premarket:\nTSMC(TSM) – Shares of Taiwan Semiconductor Manufacturing Co. rose 2.7% in premarket trading after local media reported that the world's largest contract chipmaker will raise product prices due to a global supply shortage, dealers said.\nDick’s Sporting Goods(DKS) – The sporting goods retailer’s shares jumped 11.4% in the premarket, as its quarterly earnings beat estimates. The company also announced a $5.50 per share special dividend and a 21% increase in its quarterly dividend. Dick’s earned an adjusted $5.08 per share for its latest quarter, beating the consensus estimate of $2.80.\nJohnson & Johnson(JNJ) – Johnson & Johnson said study data supports the benefits of a booster shot for recipients of its Covid-19 vaccine. The dose sharply increased levels of antibodies in two early-stage trials.\nExpress(EXPR) – Shares of the apparel retailer rallied 5.2% in the premarket after the company reported an unexpected profit for its latest quarter. Express earned 2 cents per share, compared with forecasts of a 30 cents per share loss, and revenue also came in above analyst forecasts.\nShoe Carnival(SCVL) – The shoe retailer reported a quarterly profit of $1.54 per share, more than double the 75 cent consensus estimate, with revenue also exceeding Wall Street forecasts and comparable sales rising 11.4%. Shoe Carnival gained 2.2% in the premarket.\nCassava Biosciences(SAVA) – The biotechnology company said claims posted online late yesterday challenging its scientific integrity are false and misleading. The issue revolved around study data for an Alzheimer’s disease treatment. Cassava released a statement refuting each of 15 claims that the company calls “fiction.” Cassava tumbled 22.6% in the premarket.\nUrban Outfitters(URBN) – Urban Outfitters earned $1.28 per share for its latest quarter, beating the 77 cents consensus estimate. The apparel retailer’s revenue was also above forecasts. Urban Outfitters benefited from a sizeable increase in digital sales compared with pre-pandemic levels. However, the company also mentioned that it is dealing with supply chain issues, and its shares lost 5.2% in premarket trading.\nNordstrom(JWN) – Nordstrom tumbled 11.5% in premarket trading after its quarterly report showed revenue for its latest quarter was still below pre-pandemic levels. The department store operator did beat the 27 cents estimate for its latest quarter with earnings of 49 cents per share, and revenue above forecasts. Nordstrom raised its full-year outlook as well.\nToll Brothers(TOL) – Toll Brothers reported quarterly earnings of $1.87 per share, 32 cents above the consensus estimate, with the luxury home builder’s revenue essentially in line with Wall Street forecasts. Low overall inventories in the housing market and low mortgage rates helped boost the company’s results. Toll Brothers gained 1.9% in premarket action.\nIntuit(INTU) – Intuit beat estimates by 38 cents with adjusted quarterly earnings of $1.97, while the financial software company’s revenue topped estimates. The maker of TurboTax also issued an upbeat outlook, raised its dividend and boosted its stock buyback program. The stock added 2.4% in the premarket.\nMeme Stocks – So-called “meme” stocks remain on watch after late Tuesday rallies.AMC Entertainment,Koss,Robinhood and ContextLogic all surged despite a lack of news on any of those companies. Koss rose 1.7% in the premarket, AMC jumped 2.6%,GameStop fell 1.6% and Robinhood fell 0.1%.\nCampbell Soup(CPB) – Campbell Soup was downgraded to “neutral” from “overweight” at Piper Sandler, which cited increasing commodity costs among other factors. Campbell shares slid 1.4% in premarket trading.","news_type":1,"symbols_score_info":{"AMC":0.9,"KOSS":0.9,"EXPR":0.9,"ESmain":0.9,"DKS":0.9,"URBN":0.9,"HOOD":0.9,".DJI":0.9,"JWN":0.9,".IXIC":0.9,"SCVL":0.9,"WISH":0.9,"JNJ":0.9,".SPX":0.9,"YMmain":0.9,"TSM":0.9,"NQmain":0.9,"GME":0.9,"TOL":0.9,"SAVA":0.9}},"isVote":1,"tweetType":1,"viewCount":2625,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834240659,"gmtCreate":1629809748271,"gmtModify":1631891860867,"author":{"id":"4087475222144080","authorId":"4087475222144080","name":"AuroraJ","avatar":"https://static.tigerbbs.com/a0c9715bb8ca251a5197d8ed49713ec0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087475222144080","idStr":"4087475222144080"},"themes":[],"title":"","htmlText":"Risky investment ","listText":"Risky investment ","text":"Risky investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/834240659","repostId":"2161808519","repostType":4,"isVote":1,"tweetType":1,"viewCount":2392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835225628,"gmtCreate":1629722491964,"gmtModify":1631892811561,"author":{"id":"4087475222144080","authorId":"4087475222144080","name":"AuroraJ","avatar":"https://static.tigerbbs.com/a0c9715bb8ca251a5197d8ed49713ec0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087475222144080","idStr":"4087475222144080"},"themes":[],"title":"","htmlText":"More investment 😉","listText":"More investment 😉","text":"More investment 😉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/835225628","repostId":"1141714591","repostType":4,"isVote":1,"tweetType":1,"viewCount":984,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838193968,"gmtCreate":1629379745154,"gmtModify":1631892811565,"author":{"id":"4087475222144080","authorId":"4087475222144080","name":"AuroraJ","avatar":"https://static.tigerbbs.com/a0c9715bb8ca251a5197d8ed49713ec0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087475222144080","idStr":"4087475222144080"},"themes":[],"title":"","htmlText":"Really? ","listText":"Really? ","text":"Really?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/838193968","repostId":"1141425025","repostType":4,"isVote":1,"tweetType":1,"viewCount":1087,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838330310,"gmtCreate":1629372196830,"gmtModify":1631892811571,"author":{"id":"4087475222144080","authorId":"4087475222144080","name":"AuroraJ","avatar":"https://static.tigerbbs.com/a0c9715bb8ca251a5197d8ed49713ec0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087475222144080","idStr":"4087475222144080"},"themes":[],"title":"","htmlText":"Oh yeahhh ","listText":"Oh yeahhh ","text":"Oh yeahhh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/838330310","repostId":"1101483173","repostType":4,"isVote":1,"tweetType":1,"viewCount":877,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831946098,"gmtCreate":1629283253814,"gmtModify":1631892811573,"author":{"id":"4087475222144080","authorId":"4087475222144080","name":"AuroraJ","avatar":"https://static.tigerbbs.com/a0c9715bb8ca251a5197d8ed49713ec0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087475222144080","idStr":"4087475222144080"},"themes":[],"title":"","htmlText":"Let's go XPeng! ","listText":"Let's go XPeng! ","text":"Let's go XPeng!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/831946098","repostId":"1131749339","repostType":4,"isVote":1,"tweetType":1,"viewCount":1086,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":833307570,"gmtCreate":1629203145590,"gmtModify":1631892811573,"author":{"id":"4087475222144080","authorId":"4087475222144080","name":"AuroraJ","avatar":"https://static.tigerbbs.com/a0c9715bb8ca251a5197d8ed49713ec0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087475222144080","idStr":"4087475222144080"},"themes":[],"title":"","htmlText":"Such a longgg lists 🤣🤣","listText":"Such a longgg lists 🤣🤣","text":"Such a longgg lists 🤣🤣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/833307570","repostId":"1115558959","repostType":4,"isVote":1,"tweetType":1,"viewCount":811,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839921291,"gmtCreate":1629118073213,"gmtModify":1631892811576,"author":{"id":"4087475222144080","authorId":"4087475222144080","name":"AuroraJ","avatar":"https://static.tigerbbs.com/a0c9715bb8ca251a5197d8ed49713ec0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087475222144080","idStr":"4087475222144080"},"themes":[],"title":"","htmlText":"Fall 84% now but will shoot up to 840% soon! 💪 ","listText":"Fall 84% now but will shoot up to 840% soon! 💪 ","text":"Fall 84% now but will shoot up to 840% soon! 💪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/839921291","repostId":"1137437693","repostType":4,"repost":{"id":"1137437693","kind":"news","pubTimestamp":1629116844,"share":"https://www.laohunote.com/m/news/1137437693?lang=zh_CN&edition=full","pubTime":"2021-08-16 20:27","market":"us","language":"en","title":"3 High-Flying Stocks That May Fall 53% to 84%, According to Wall Street<blockquote>华尔街称 3 只飞涨的股票可能下跌 53% 至 84%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1137437693","media":"Motley Fool","summary":"Analysts expect these soaring stocks to come crashing back to Earth.\n\nKey Points\n\nThe pandemic and/o","content":"<p> Analysts expect these soaring stocks to come crashing back to Earth. <b>Key Points</b></p><p><blockquote>分析师预计这些飙升的股票将重回地球。<b>要点</b></blockquote></p><p> <ul> <li>The pandemic and/or short squeezes have treated these three companies very well in 2021.</li> <li>Though Wall Street's price targets can often be taken with a grain of salt, these are likely on point.</li> </ul> It's a great time to be an investor. In the close to 17 months since the widely followed <b><a href=\"https://laohu8.com/S/.SPX\">S&P 500</a></b> bottomed out during the coronavirus crash in March 2020, the index has doubled in value. Time and again, patience begets profits on Wall Street.</p><p><blockquote><ul><li>疫情和/或空头挤压在2021年对这三家公司很好。</li><li>尽管华尔街的价格目标往往可以持怀疑态度,但这些目标可能是正确的。</li></ul>现在是成为投资者的好时机。在随后的近17个月里<b><a href=\"https://laohu8.com/S/.SPX\">标普500</a></b>该指数在 2020 年 3 月冠状病毒崩盘期间触底,但其价值已翻了一番。耐心一次又一次地在华尔街带来利润。</blockquote></p><p> However, it's also common knowledge that not every stock is going to be a winner. According to Wall Street analysts and investment firms, there are three high-flying stocks that could lose anywhere from 53% to 84% of their value over the coming year, based on the consensus price target for each company.</p><p><blockquote>然而,众所周知,并非每只股票都会成为赢家。根据华尔街分析师和投资公司的说法,根据每家公司的一致目标价,有三只飞涨的股票在未来一年可能会损失 53% 至 84% 的价值。</blockquote></p><p> <b>Moderna: Implied downside of 53%</b></p><p><blockquote><b>Moderna:隐含下跌 53%</b></blockquote></p><p> First up is skyrocketing biotech stock <b><a href=\"https://laohu8.com/S/MRNA\">Moderna, Inc.</a></b>, which has gained almost 1,900% since the beginning of 2020. Even after pulling back more than 20% from its intraday high last week, Moderna's share price would have to fall by another 53% just to hit the consensus price target of $184.92.</p><p><blockquote>首先上涨的是飙升的生物技术股<b><a href=\"https://laohu8.com/S/MRNA\">现代公司。</a></b>自2020年初以来增长了近1,900%。即使从上周盘中高点回落超过 20%,Moderna 的股价仍需再下跌 53%,才能达到 184.92 美元的共识目标价。</blockquote></p><p> As you can probably guess, the reason Moderna has ascended to the heavens is the success of its emergency-use authorized (EUA) coronavirus disease 2019 (COVID-19) vaccine, mRNA-1273. In clinical trials, Moderna's vaccine candidate led to a vaccine efficacy (VE) of about 94%. With the exception of the<b> <a href=\"https://laohu8.com/S/PFE\">Pfizer</a>/</b><b>BioNTech</b> vaccine, which presented with a 95% VE, no other EUA vaccines have come close on the efficacy front.</p><p><blockquote>正如您可能猜到的那样,Moderna 一飞冲天的原因是其紧急使用授权 (EUA) 冠状病毒疾病 2019 (COVID-19) 疫苗 mRNA-1273 的成功。在临床试验中,Moderna的候选疫苗导致约94%的疫苗效力(VE)。除了<b> <a href=\"https://laohu8.com/S/PFE\">辉瑞</a>/</b><b>生物技术</b>疫苗的VE为95%,没有其他EUA疫苗在功效方面能与之媲美。</blockquote></p><p> The rise of the COVID-19 delta variant has been another major boon for Moderna. The transmissibility of delta has lifted vaccination rates in a number of developed countries, and it encouraged the U.S. Food and Drug Administration toauthorize a booster shotfor those people with compromised immune systems.</p><p><blockquote>新冠肺炎德尔塔变异毒株的崛起是 Moderna 的另一大福音。delta的传播性提高了许多发达国家的疫苗接种率,这鼓励了美国。美国食品和药物管理局授权为免疫系统受损的人注射加强针。</blockquote></p><p> Ultimately, Moderna's skyrocketing share price appears to indicate that things could worsen before they get better on the COVID-19 front, and that booster shots will offer a beefier stream of revenue than once predicted.</p><p><blockquote>最终,Moderna 飙升的股价似乎表明,在 COVID-19 方面好转之前,情况可能会变得更糟,而加强注射将提供比曾经预测的更强大的收入流。</blockquote></p><p> However, the issue with Moderna's valuation is twofold. <a href=\"https://laohu8.com/S/FFBC\">First</a>, competition for COVID-19 vaccinations is increasing, not decreasing. <b><a href=\"https://laohu8.com/S/NVAX\">Novavax</a></b> is a good bet to receive EUA within the coming months, and <b><a href=\"https://laohu8.com/S/JNJ\">Johnson & Johnson</a></b> shouldn't have any trouble ramping up production of its single-dose vaccine. We'reprobably looking at Moderna's peak revenue year in 2021.</p><p><blockquote>然而,Moderna 的估值存在双重问题。<a href=\"https://laohu8.com/S/FFBC\">第一</a>新冠肺炎疫苗接种的竞争正在加剧,而不是减少。<b><a href=\"https://laohu8.com/S/NVAX\">诺瓦瓦克斯</a></b>在未来几个月内收到 EUA 是一个不错的选择,并且<b><a href=\"https://laohu8.com/S/JNJ\">强生公司</a></b>增加单剂疫苗的产量应该不会有任何问题。我们“应受谴责地展望 Moderna 2021 年的收入高峰年”。</blockquote></p><p> The other issue is mRNA-1273 is Moderna's only marketable drug. A $157 billion market cap based on a single therapy that may or may not have staying powersounds very risky.</p><p><blockquote>另一个问题是mRNA-1273是Moderna唯一上市的药物。基于单一疗法的 1570 亿美元市值可能会也可能不会留下 powersounds,风险很大。</blockquote></p><p> <b>Dillard's: Implied downside of 55%</b></p><p><blockquote><b>迪拉德的:隐含下跌 55%</b></blockquote></p><p> The next high-flying stock might come as a bit of a surprise... department store chain <b><a href=\"https://laohu8.com/S/DDS\">Dillard's</a></b>. Shares of Dillard's hit an all-time closing high of $196 on Friday, Aug. 13, pushing its market cap north of $4 billion. But according to analysts, which have a consensus price target of $87.33 on the company, this department store could be hitting the clearance rack with a 55% haircut over the next year.</p><p><blockquote>下一只飞涨的股票可能会有点令人惊讶……百货连锁店<b><a href=\"https://laohu8.com/S/DDS\">迪拉德的</a></b>. 8 月 13 日星期五,迪拉德的股价创下 196 美元的历史收盘新高,将其市值推至 40 亿美元以上。但据分析师称,该公司的一致目标价为 87.33 美元,这家百货商店明年可能会降价 55%。</blockquote></p><p> If you're wondering why Dillard's stock is up 625% over the trailing year, itsoperating performance would be a good place to start. The company drastically cut costs in the wake of the pandemic, strongly pushed direct-to-consumer sales, and has tightly managed its inventory. Without these burdensome overhead costs, profits have absolutely skyrocketed over the past two quarters as pent-up demand encouraged consumers to get out of their homes and into retail stores.</p><p><blockquote>如果您想知道为什么 Dillard 的股价在过去一年中上涨了 625%,那么它的运营业绩将是一个很好的开始。该公司在大流行后大幅削减成本,大力推动直接面向消费者的销售,并严格管理库存。如果没有这些繁重的管理费用,利润在过去两个季度绝对飙升,因为被压抑的需求鼓励消费者走出家门,进入零售店。</blockquote></p><p> Dillard's has done a good job of attempting to boost shareholder value, too. In the 26 weeks, ended July 31, the company repurchased about 1.4 million shares totaling $171 million. This may not sound like a lot, but it reduced the company's outstanding share count by more than 6%.</p><p><blockquote>迪拉德在提高股东价值方面也做得很好。在截至 7 月 31 日的 26 周内,该公司回购了约 140 万股股票,总计 1.71 亿美元。这听起来可能不多,但它使公司的流通股数量减少了 6% 以上。</blockquote></p><p> It's also worth pointing out that Dillard's has a relatively small tradable float, and it's been a fairly heavily short-sold stock. This combination made it the perfect target for a short squeeze.</p><p><blockquote>还值得指出的是,Dillard's 的可交易流通量相对较小,而且它是一只被大量卖空的股票。这种组合使其成为做空的完美目标。</blockquote></p><p></p><p> Despite all these positives, it's important for investors to recognize that retail department stores are generally slow-growing and cyclical. Even though Dillard's year-over-year comparisons are lights-out impressive, its 26-week retail sales for 2021 are only 1% higher than its 26-week retail sales for the comparable period in 2019. Further, comparable-store sales are only 4% higher in 2021 compared to 2019. While gross margin is notably higher, this has more to do with cost-cutting than significant sales traction.</p><p><blockquote>尽管有这些积极因素,但投资者必须认识到零售百货商店通常增长缓慢且具有周期性。尽管迪拉德的同比比较令人印象深刻,但其 2021 年 26 周零售额仅比 2019 年同期的 26 周零售额高出 1%。此外,与2019年相比,2021年可比商店销售额仅增长4%。虽然毛利率明显较高,但这更多地与成本削减有关,而不是显着的销售牵引力。</blockquote></p><p> Though Dillard's might defy Wall Street for a bit longer than expected, history suggestsit has no chance to keep up this pace. More than likely, Wall Street's price target will eventually become a reality.</p><p><blockquote>尽管迪拉德的挑战华尔街的时间可能比预期的要长一点,但历史表明它没有机会跟上这个步伐。华尔街的价格目标很可能最终会成为现实。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/AMC\">AMC Entertainment</a>: Implied downside of 84%</b></p><p><blockquote><b><a href=\"https://laohu8.com/S/AMC\">AMC院线</a>:隐含下行 84%</b></blockquote></p><p> Sporting the most potential downside, according to Wall Street's consensus price target, is movie theater stock <b><a href=\"https://laohu8.com/S/AMC\">AMC Entertainment</a></b>. Although it's one of the year's top-performing stocks, AMC would need to decline by 84% from its current share price to hit the consensus target of $5.25 a share.</p><p><blockquote>根据华尔街的一致目标价,电影院股票最具潜在下跌空间<b><a href=\"https://laohu8.com/S/AMC\">AMC院线</a></b>尽管它是今年表现最好的股票之一,但 AMC 需要从当前股价下跌 84%,才能达到每股 5.25 美元的共识目标。</blockquote></p><p> AMC received a huge boost in January, when the company was able to save itself from bankruptcy by issuing common stock and debt. Short-sellers who'd been betting on additional downside in the company were caught off-guard by AMC's capital raise, which effected a viciousshort squeeze.</p><p><blockquote>一月份,AMC 获得了巨大的提振,当时该公司能够通过发行普通股和债务避免破产。一直押注该公司进一步下跌的卖空者对 AMC 的融资感到措手不及,这导致了恶性的空头挤压。</blockquote></p><p> Today, AMC's impassioned retail investors share the same goal -- i.e., to see another short squeeze take place. As of July 30, 85.85 million shares were held short, representing almost 17% of the float.</p><p><blockquote>如今,AMC 热情洋溢的散户投资者有着相同的目标——即看到另一次空头挤压发生。截至7月30日,8585万股被做空,占流通股的近17%。</blockquote></p><p> The problem for AMC and its retail investors is that fundamentals always matter, and AMC's operating performance and balance sheet arenothing short of a horror movie. While having increased capacity in its theaters drove sequential quarterly sales higher in the second quarter, it doesn't excuse the fact that AMC has burned through $576.5 million in cash over the past six months or that it's a long way from being profitable.</p><p><blockquote>AMC 及其散户投资者面临的问题是,基本面始终很重要,而 AMC 的经营业绩和资产负债表简直就是一部恐怖电影。虽然影院容量的增加推动了第二季度季度销售额的环比增长,但这并不能成为 AMC 在过去六个月中消耗了 5.765 亿美元现金或距离盈利还有很长的路要走的事实的借口。</blockquote></p><p> The balance sheet is a bigger concern. AMC ended June with $5.5 billion in corporate borrowing and had an additional $420 million in deferred rent that needs to be paid. With the company effectively maxing out its share issuances, AMC will be forced to rely on its $1.81 billion in cash and $212 million revolving credit facility to make good on its rent obligations and pay off its debt. With its 2026 and 2027 bonds going for 58% and 62% of par value, the clear implication from bondholders isthere's concern AMC won't remain solvent.</p><p><blockquote>资产负债表是一个更大的问题。截至 6 月底,AMC 拥有 55 亿美元的企业借款,并且还有 4.2 亿美元的递延租金需要支付。随着该公司实际上将股票发行规模扩大,AMC 将被迫依靠其 18.1 亿美元现金和 2.12 亿美元循环信贷额度来履行租金义务并偿还债务。由于其 2026 年和 2027 年债券的面值分别为 58% 和 62%,债券持有人明确表示担心 AMC 将无法保持偿付能力。</blockquote></p><p> The icing on the cake is we'vewitnessed theatrical exclusivity dwindle. For instance, AMC's agreement with <a href=\"https://laohu8.com/S/T\">AT&T Inc</a>'s Warner Bros. offers only a 45-day exclusivity window, which is down from the traditional 75-day to 90-day period of exclusivity prior to the pandemic.</p><p><blockquote>锦上添花的是,我们目睹了戏剧排他性的减少。例如,AMC 与<a href=\"https://laohu8.com/S/T\">美国电话电报公司</a>华纳兄弟仅提供 45 天的独家时间,低于大流行前传统的 75 天至 90 天的独家时间。</blockquote></p><p> It may take longer than 12 months, but AMC does look to beheaded back to its February low.</p><p><blockquote>这可能需要超过 12 个月的时间,但 AMC 确实有望重返 2 月份的低点。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 High-Flying Stocks That May Fall 53% to 84%, According to Wall Street<blockquote>华尔街称 3 只飞涨的股票可能下跌 53% 至 84%</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\">\n3 High-Flying Stocks That May Fall 53% to 84%, According to Wall Street<blockquote>华尔街称 3 只飞涨的股票可能下跌 53% 至 84%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-08-16 20:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p> Analysts expect these soaring stocks to come crashing back to Earth. <b>Key Points</b></p><p><blockquote>分析师预计这些飙升的股票将重回地球。<b>要点</b></blockquote></p><p> <ul> <li>The pandemic and/or short squeezes have treated these three companies very well in 2021.</li> <li>Though Wall Street's price targets can often be taken with a grain of salt, these are likely on point.</li> </ul> It's a great time to be an investor. In the close to 17 months since the widely followed <b><a href=\"https://laohu8.com/S/.SPX\">S&P 500</a></b> bottomed out during the coronavirus crash in March 2020, the index has doubled in value. Time and again, patience begets profits on Wall Street.</p><p><blockquote><ul><li>疫情和/或空头挤压在2021年对这三家公司很好。</li><li>尽管华尔街的价格目标往往可以持怀疑态度,但这些目标可能是正确的。</li></ul>现在是成为投资者的好时机。在随后的近17个月里<b><a href=\"https://laohu8.com/S/.SPX\">标普500</a></b>该指数在 2020 年 3 月冠状病毒崩盘期间触底,但其价值已翻了一番。耐心一次又一次地在华尔街带来利润。</blockquote></p><p> However, it's also common knowledge that not every stock is going to be a winner. According to Wall Street analysts and investment firms, there are three high-flying stocks that could lose anywhere from 53% to 84% of their value over the coming year, based on the consensus price target for each company.</p><p><blockquote>然而,众所周知,并非每只股票都会成为赢家。根据华尔街分析师和投资公司的说法,根据每家公司的一致目标价,有三只飞涨的股票在未来一年可能会损失 53% 至 84% 的价值。</blockquote></p><p> <b>Moderna: Implied downside of 53%</b></p><p><blockquote><b>Moderna:隐含下跌 53%</b></blockquote></p><p> First up is skyrocketing biotech stock <b><a href=\"https://laohu8.com/S/MRNA\">Moderna, Inc.</a></b>, which has gained almost 1,900% since the beginning of 2020. Even after pulling back more than 20% from its intraday high last week, Moderna's share price would have to fall by another 53% just to hit the consensus price target of $184.92.</p><p><blockquote>首先上涨的是飙升的生物技术股<b><a href=\"https://laohu8.com/S/MRNA\">现代公司。</a></b>自2020年初以来增长了近1,900%。即使从上周盘中高点回落超过 20%,Moderna 的股价仍需再下跌 53%,才能达到 184.92 美元的共识目标价。</blockquote></p><p> As you can probably guess, the reason Moderna has ascended to the heavens is the success of its emergency-use authorized (EUA) coronavirus disease 2019 (COVID-19) vaccine, mRNA-1273. In clinical trials, Moderna's vaccine candidate led to a vaccine efficacy (VE) of about 94%. With the exception of the<b> <a href=\"https://laohu8.com/S/PFE\">Pfizer</a>/</b><b>BioNTech</b> vaccine, which presented with a 95% VE, no other EUA vaccines have come close on the efficacy front.</p><p><blockquote>正如您可能猜到的那样,Moderna 一飞冲天的原因是其紧急使用授权 (EUA) 冠状病毒疾病 2019 (COVID-19) 疫苗 mRNA-1273 的成功。在临床试验中,Moderna的候选疫苗导致约94%的疫苗效力(VE)。除了<b> <a href=\"https://laohu8.com/S/PFE\">辉瑞</a>/</b><b>生物技术</b>疫苗的VE为95%,没有其他EUA疫苗在功效方面能与之媲美。</blockquote></p><p> The rise of the COVID-19 delta variant has been another major boon for Moderna. The transmissibility of delta has lifted vaccination rates in a number of developed countries, and it encouraged the U.S. Food and Drug Administration toauthorize a booster shotfor those people with compromised immune systems.</p><p><blockquote>新冠肺炎德尔塔变异毒株的崛起是 Moderna 的另一大福音。delta的传播性提高了许多发达国家的疫苗接种率,这鼓励了美国。美国食品和药物管理局授权为免疫系统受损的人注射加强针。</blockquote></p><p> Ultimately, Moderna's skyrocketing share price appears to indicate that things could worsen before they get better on the COVID-19 front, and that booster shots will offer a beefier stream of revenue than once predicted.</p><p><blockquote>最终,Moderna 飙升的股价似乎表明,在 COVID-19 方面好转之前,情况可能会变得更糟,而加强注射将提供比曾经预测的更强大的收入流。</blockquote></p><p> However, the issue with Moderna's valuation is twofold. <a href=\"https://laohu8.com/S/FFBC\">First</a>, competition for COVID-19 vaccinations is increasing, not decreasing. <b><a href=\"https://laohu8.com/S/NVAX\">Novavax</a></b> is a good bet to receive EUA within the coming months, and <b><a href=\"https://laohu8.com/S/JNJ\">Johnson & Johnson</a></b> shouldn't have any trouble ramping up production of its single-dose vaccine. We'reprobably looking at Moderna's peak revenue year in 2021.</p><p><blockquote>然而,Moderna 的估值存在双重问题。<a href=\"https://laohu8.com/S/FFBC\">第一</a>新冠肺炎疫苗接种的竞争正在加剧,而不是减少。<b><a href=\"https://laohu8.com/S/NVAX\">诺瓦瓦克斯</a></b>在未来几个月内收到 EUA 是一个不错的选择,并且<b><a href=\"https://laohu8.com/S/JNJ\">强生公司</a></b>增加单剂疫苗的产量应该不会有任何问题。我们“应受谴责地展望 Moderna 2021 年的收入高峰年”。</blockquote></p><p> The other issue is mRNA-1273 is Moderna's only marketable drug. A $157 billion market cap based on a single therapy that may or may not have staying powersounds very risky.</p><p><blockquote>另一个问题是mRNA-1273是Moderna唯一上市的药物。基于单一疗法的 1570 亿美元市值可能会也可能不会留下 powersounds,风险很大。</blockquote></p><p> <b>Dillard's: Implied downside of 55%</b></p><p><blockquote><b>迪拉德的:隐含下跌 55%</b></blockquote></p><p> The next high-flying stock might come as a bit of a surprise... department store chain <b><a href=\"https://laohu8.com/S/DDS\">Dillard's</a></b>. Shares of Dillard's hit an all-time closing high of $196 on Friday, Aug. 13, pushing its market cap north of $4 billion. But according to analysts, which have a consensus price target of $87.33 on the company, this department store could be hitting the clearance rack with a 55% haircut over the next year.</p><p><blockquote>下一只飞涨的股票可能会有点令人惊讶……百货连锁店<b><a href=\"https://laohu8.com/S/DDS\">迪拉德的</a></b>. 8 月 13 日星期五,迪拉德的股价创下 196 美元的历史收盘新高,将其市值推至 40 亿美元以上。但据分析师称,该公司的一致目标价为 87.33 美元,这家百货商店明年可能会降价 55%。</blockquote></p><p> If you're wondering why Dillard's stock is up 625% over the trailing year, itsoperating performance would be a good place to start. The company drastically cut costs in the wake of the pandemic, strongly pushed direct-to-consumer sales, and has tightly managed its inventory. Without these burdensome overhead costs, profits have absolutely skyrocketed over the past two quarters as pent-up demand encouraged consumers to get out of their homes and into retail stores.</p><p><blockquote>如果您想知道为什么 Dillard 的股价在过去一年中上涨了 625%,那么它的运营业绩将是一个很好的开始。该公司在大流行后大幅削减成本,大力推动直接面向消费者的销售,并严格管理库存。如果没有这些繁重的管理费用,利润在过去两个季度绝对飙升,因为被压抑的需求鼓励消费者走出家门,进入零售店。</blockquote></p><p> Dillard's has done a good job of attempting to boost shareholder value, too. In the 26 weeks, ended July 31, the company repurchased about 1.4 million shares totaling $171 million. This may not sound like a lot, but it reduced the company's outstanding share count by more than 6%.</p><p><blockquote>迪拉德在提高股东价值方面也做得很好。在截至 7 月 31 日的 26 周内,该公司回购了约 140 万股股票,总计 1.71 亿美元。这听起来可能不多,但它使公司的流通股数量减少了 6% 以上。</blockquote></p><p> It's also worth pointing out that Dillard's has a relatively small tradable float, and it's been a fairly heavily short-sold stock. This combination made it the perfect target for a short squeeze.</p><p><blockquote>还值得指出的是,Dillard's 的可交易流通量相对较小,而且它是一只被大量卖空的股票。这种组合使其成为做空的完美目标。</blockquote></p><p></p><p> Despite all these positives, it's important for investors to recognize that retail department stores are generally slow-growing and cyclical. Even though Dillard's year-over-year comparisons are lights-out impressive, its 26-week retail sales for 2021 are only 1% higher than its 26-week retail sales for the comparable period in 2019. Further, comparable-store sales are only 4% higher in 2021 compared to 2019. While gross margin is notably higher, this has more to do with cost-cutting than significant sales traction.</p><p><blockquote>尽管有这些积极因素,但投资者必须认识到零售百货商店通常增长缓慢且具有周期性。尽管迪拉德的同比比较令人印象深刻,但其 2021 年 26 周零售额仅比 2019 年同期的 26 周零售额高出 1%。此外,与2019年相比,2021年可比商店销售额仅增长4%。虽然毛利率明显较高,但这更多地与成本削减有关,而不是显着的销售牵引力。</blockquote></p><p> Though Dillard's might defy Wall Street for a bit longer than expected, history suggestsit has no chance to keep up this pace. More than likely, Wall Street's price target will eventually become a reality.</p><p><blockquote>尽管迪拉德的挑战华尔街的时间可能比预期的要长一点,但历史表明它没有机会跟上这个步伐。华尔街的价格目标很可能最终会成为现实。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/AMC\">AMC Entertainment</a>: Implied downside of 84%</b></p><p><blockquote><b><a href=\"https://laohu8.com/S/AMC\">AMC院线</a>:隐含下行 84%</b></blockquote></p><p> Sporting the most potential downside, according to Wall Street's consensus price target, is movie theater stock <b><a href=\"https://laohu8.com/S/AMC\">AMC Entertainment</a></b>. Although it's one of the year's top-performing stocks, AMC would need to decline by 84% from its current share price to hit the consensus target of $5.25 a share.</p><p><blockquote>根据华尔街的一致目标价,电影院股票最具潜在下跌空间<b><a href=\"https://laohu8.com/S/AMC\">AMC院线</a></b>尽管它是今年表现最好的股票之一,但 AMC 需要从当前股价下跌 84%,才能达到每股 5.25 美元的共识目标。</blockquote></p><p> AMC received a huge boost in January, when the company was able to save itself from bankruptcy by issuing common stock and debt. Short-sellers who'd been betting on additional downside in the company were caught off-guard by AMC's capital raise, which effected a viciousshort squeeze.</p><p><blockquote>一月份,AMC 获得了巨大的提振,当时该公司能够通过发行普通股和债务避免破产。一直押注该公司进一步下跌的卖空者对 AMC 的融资感到措手不及,这导致了恶性的空头挤压。</blockquote></p><p> Today, AMC's impassioned retail investors share the same goal -- i.e., to see another short squeeze take place. As of July 30, 85.85 million shares were held short, representing almost 17% of the float.</p><p><blockquote>如今,AMC 热情洋溢的散户投资者有着相同的目标——即看到另一次空头挤压发生。截至7月30日,8585万股被做空,占流通股的近17%。</blockquote></p><p> The problem for AMC and its retail investors is that fundamentals always matter, and AMC's operating performance and balance sheet arenothing short of a horror movie. While having increased capacity in its theaters drove sequential quarterly sales higher in the second quarter, it doesn't excuse the fact that AMC has burned through $576.5 million in cash over the past six months or that it's a long way from being profitable.</p><p><blockquote>AMC 及其散户投资者面临的问题是,基本面始终很重要,而 AMC 的经营业绩和资产负债表简直就是一部恐怖电影。虽然影院容量的增加推动了第二季度季度销售额的环比增长,但这并不能成为 AMC 在过去六个月中消耗了 5.765 亿美元现金或距离盈利还有很长的路要走的事实的借口。</blockquote></p><p> The balance sheet is a bigger concern. AMC ended June with $5.5 billion in corporate borrowing and had an additional $420 million in deferred rent that needs to be paid. With the company effectively maxing out its share issuances, AMC will be forced to rely on its $1.81 billion in cash and $212 million revolving credit facility to make good on its rent obligations and pay off its debt. With its 2026 and 2027 bonds going for 58% and 62% of par value, the clear implication from bondholders isthere's concern AMC won't remain solvent.</p><p><blockquote>资产负债表是一个更大的问题。截至 6 月底,AMC 拥有 55 亿美元的企业借款,并且还有 4.2 亿美元的递延租金需要支付。随着该公司实际上将股票发行规模扩大,AMC 将被迫依靠其 18.1 亿美元现金和 2.12 亿美元循环信贷额度来履行租金义务并偿还债务。由于其 2026 年和 2027 年债券的面值分别为 58% 和 62%,债券持有人明确表示担心 AMC 将无法保持偿付能力。</blockquote></p><p> The icing on the cake is we'vewitnessed theatrical exclusivity dwindle. For instance, AMC's agreement with <a href=\"https://laohu8.com/S/T\">AT&T Inc</a>'s Warner Bros. offers only a 45-day exclusivity window, which is down from the traditional 75-day to 90-day period of exclusivity prior to the pandemic.</p><p><blockquote>锦上添花的是,我们目睹了戏剧排他性的减少。例如,AMC 与<a href=\"https://laohu8.com/S/T\">美国电话电报公司</a>华纳兄弟仅提供 45 天的独家时间,低于大流行前传统的 75 天至 90 天的独家时间。</blockquote></p><p> It may take longer than 12 months, but AMC does look to beheaded back to its February low.</p><p><blockquote>这可能需要超过 12 个月的时间,但 AMC 确实有望重返 2 月份的低点。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/08/16/3-high-flying-stocks-may-fall-53-to-84-wall-street/\">Motley Fool</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DDS":"狄乐百货",".SPX":"S&P 500 Index","AMC":"AMC院线","JNJ":"强生","MRNA":"Moderna, Inc."},"source_url":"https://www.fool.com/investing/2021/08/16/3-high-flying-stocks-may-fall-53-to-84-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137437693","content_text":"Analysts expect these soaring stocks to come crashing back to Earth.\n\nKey Points\n\nThe pandemic and/or short squeezes have treated these three companies very well in 2021.\nThough Wall Street's price targets can often be taken with a grain of salt, these are likely on point.\n\nIt's a great time to be an investor. In the close to 17 months since the widely followed S&P 500 bottomed out during the coronavirus crash in March 2020, the index has doubled in value. Time and again, patience begets profits on Wall Street.\nHowever, it's also common knowledge that not every stock is going to be a winner. According to Wall Street analysts and investment firms, there are three high-flying stocks that could lose anywhere from 53% to 84% of their value over the coming year, based on the consensus price target for each company.\nModerna: Implied downside of 53%\nFirst up is skyrocketing biotech stock Moderna, Inc., which has gained almost 1,900% since the beginning of 2020. Even after pulling back more than 20% from its intraday high last week, Moderna's share price would have to fall by another 53% just to hit the consensus price target of $184.92.\nAs you can probably guess, the reason Moderna has ascended to the heavens is the success of its emergency-use authorized (EUA) coronavirus disease 2019 (COVID-19) vaccine, mRNA-1273. In clinical trials, Moderna's vaccine candidate led to a vaccine efficacy (VE) of about 94%. With the exception of the Pfizer/BioNTech vaccine, which presented with a 95% VE, no other EUA vaccines have come close on the efficacy front.\nThe rise of the COVID-19 delta variant has been another major boon for Moderna. The transmissibility of delta has lifted vaccination rates in a number of developed countries, and it encouraged the U.S. Food and Drug Administration toauthorize a booster shotfor those people with compromised immune systems.\nUltimately, Moderna's skyrocketing share price appears to indicate that things could worsen before they get better on the COVID-19 front, and that booster shots will offer a beefier stream of revenue than once predicted.\nHowever, the issue with Moderna's valuation is twofold. First, competition for COVID-19 vaccinations is increasing, not decreasing. Novavax is a good bet to receive EUA within the coming months, and Johnson & Johnson shouldn't have any trouble ramping up production of its single-dose vaccine. We'reprobably looking at Moderna's peak revenue year in 2021.\nThe other issue is mRNA-1273 is Moderna's only marketable drug. A $157 billion market cap based on a single therapy that may or may not have staying powersounds very risky.\nDillard's: Implied downside of 55%\nThe next high-flying stock might come as a bit of a surprise... department store chain Dillard's. Shares of Dillard's hit an all-time closing high of $196 on Friday, Aug. 13, pushing its market cap north of $4 billion. But according to analysts, which have a consensus price target of $87.33 on the company, this department store could be hitting the clearance rack with a 55% haircut over the next year.\nIf you're wondering why Dillard's stock is up 625% over the trailing year, itsoperating performance would be a good place to start. The company drastically cut costs in the wake of the pandemic, strongly pushed direct-to-consumer sales, and has tightly managed its inventory. Without these burdensome overhead costs, profits have absolutely skyrocketed over the past two quarters as pent-up demand encouraged consumers to get out of their homes and into retail stores.\nDillard's has done a good job of attempting to boost shareholder value, too. In the 26 weeks, ended July 31, the company repurchased about 1.4 million shares totaling $171 million. This may not sound like a lot, but it reduced the company's outstanding share count by more than 6%.\nIt's also worth pointing out that Dillard's has a relatively small tradable float, and it's been a fairly heavily short-sold stock. This combination made it the perfect target for a short squeeze.\nDespite all these positives, it's important for investors to recognize that retail department stores are generally slow-growing and cyclical. Even though Dillard's year-over-year comparisons are lights-out impressive, its 26-week retail sales for 2021 are only 1% higher than its 26-week retail sales for the comparable period in 2019. Further, comparable-store sales are only 4% higher in 2021 compared to 2019. While gross margin is notably higher, this has more to do with cost-cutting than significant sales traction.\nThough Dillard's might defy Wall Street for a bit longer than expected, history suggestsit has no chance to keep up this pace. More than likely, Wall Street's price target will eventually become a reality.\nAMC Entertainment: Implied downside of 84%\nSporting the most potential downside, according to Wall Street's consensus price target, is movie theater stock AMC Entertainment. Although it's one of the year's top-performing stocks, AMC would need to decline by 84% from its current share price to hit the consensus target of $5.25 a share.\nAMC received a huge boost in January, when the company was able to save itself from bankruptcy by issuing common stock and debt. Short-sellers who'd been betting on additional downside in the company were caught off-guard by AMC's capital raise, which effected a viciousshort squeeze.\nToday, AMC's impassioned retail investors share the same goal -- i.e., to see another short squeeze take place. As of July 30, 85.85 million shares were held short, representing almost 17% of the float.\nThe problem for AMC and its retail investors is that fundamentals always matter, and AMC's operating performance and balance sheet arenothing short of a horror movie. While having increased capacity in its theaters drove sequential quarterly sales higher in the second quarter, it doesn't excuse the fact that AMC has burned through $576.5 million in cash over the past six months or that it's a long way from being profitable.\nThe balance sheet is a bigger concern. AMC ended June with $5.5 billion in corporate borrowing and had an additional $420 million in deferred rent that needs to be paid. With the company effectively maxing out its share issuances, AMC will be forced to rely on its $1.81 billion in cash and $212 million revolving credit facility to make good on its rent obligations and pay off its debt. With its 2026 and 2027 bonds going for 58% and 62% of par value, the clear implication from bondholders isthere's concern AMC won't remain solvent.\nThe icing on the cake is we'vewitnessed theatrical exclusivity dwindle. For instance, AMC's agreement with AT&T Inc's Warner Bros. offers only a 45-day exclusivity window, which is down from the traditional 75-day to 90-day period of exclusivity prior to the pandemic.\nIt may take longer than 12 months, but AMC does look to beheaded back to its February low.","news_type":1,"symbols_score_info":{".SPX":0.9,"MRNA":0.9,"DDS":0.9,"AMC":0.9,"JNJ":0.9}},"isVote":1,"tweetType":1,"viewCount":852,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":894759368,"gmtCreate":1628859312354,"gmtModify":1631892811580,"author":{"id":"4087475222144080","authorId":"4087475222144080","name":"AuroraJ","avatar":"https://static.tigerbbs.com/a0c9715bb8ca251a5197d8ed49713ec0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087475222144080","idStr":"4087475222144080"},"themes":[],"title":"","htmlText":"Go go go! ","listText":"Go go go! ","text":"Go go go!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/894759368","repostId":"2159917292","repostType":4,"isVote":1,"tweetType":1,"viewCount":969,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":894018426,"gmtCreate":1628777500965,"gmtModify":1631892811548,"author":{"id":"4087475222144080","authorId":"4087475222144080","name":"AuroraJ","avatar":"https://static.tigerbbs.com/a0c9715bb8ca251a5197d8ed49713ec0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087475222144080","idStr":"4087475222144080"},"themes":[],"title":"","htmlText":"Too expensive nowww ","listText":"Too expensive nowww ","text":"Too expensive nowww","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/894018426","repostId":"2158325931","repostType":4,"repost":{"id":"2158325931","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1628776169,"share":"https://www.laohunote.com/m/news/2158325931?lang=zh_CN&edition=full","pubTime":"2021-08-12 21:49","market":"us","language":"en","title":"BioNTech, Moderna Gain on Report of FDA’s Likely Nod for Booster<blockquote>BioNTech 和 Moderna 因 FDA 可能批准加强剂的报道而获益</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2158325931","media":"Tiger Newspress","summary":"BioNTech and Moderna stock rose in early trading on Thursday, on track to recover some of the previo","content":"<p>BioNTech and Moderna stock rose in early trading on Thursday, on track to recover some of the previous session’s losses, following a report in the Wall Street Journal that the FDA could authorize Covid-19 booster shots for immunocompromised people.</p><p><blockquote>BioNTech 和 Moderna 的股票在周四早盘交易中上涨,有望收复前一交易日的部分失地,此前《华尔街日报》报道称,美国食品和药物管理局可能会授权为免疫功能低下的人注射 Covid-19 加强针。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/2860e1c0dcbf5f35624516c9d0ff29db\" tg-width=\"895\" tg-height=\"647\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> BioNTech and Moderna were up 3.96% and 2% after plunging 14% and 15.6% in the previous session, respectively. Pfizer (NYSE:PFE), which shed 4% on Wednesday, was up 1%.</p><p><blockquote>BioNTech 和 Moderna 在前一交易日分别暴跌 14% 和 15.6% 后,分别上涨 3.96% 和 2%。辉瑞公司(纽约证券交易所股票代码:PFE)周三下跌 4%,上涨 1%。</blockquote></p><p> The WSJ reported that the Food and Drug Administration is nearing a decision to authorize booster shots for people with weak immunity amid a surge in new COVID cases because of the rapid spread of the delta variant.</p><p><blockquote>《华尔街日报》报道称,由于德尔塔变异毒株病毒的快速传播,新的COVID病例激增,美国食品和药物管理局即将决定授权免疫力低下的人注射加强针。</blockquote></p><p> There is growing evidence that two shots of the vaccines are inadequate for people with low immunity. Vaccine makers plan to approach the FDA this month or next for approval to their booster shots.</p><p><blockquote>越来越多的证据表明,两针疫苗对免疫力低下的人来说是不够的。疫苗制造商计划在本月或下个月向 FDA 申请批准他们的加强注射。</blockquote></p><p> BioNTech, Moderna and Pfizer all closed lower Wednesday following news that Europe’s drug regulator is studying three new conditions reported by a small number of people after getting Covid-19 shots to assess if they may be possible side-effects.</p><p><blockquote>BioNTech、Moderna 和辉瑞公司周三均收低,此前有消息称,欧洲药品监管机构正在研究少数人在注射 Covid-19 后报告的三种新情况,以评估它们是否可能是副作用。</blockquote></p><p> The conditions were reported in patients who took the mRNA vaccines made by either Moderna or BioNTech-Pfizer.</p><p><blockquote>据报道,接种 Moderna 或 BioNTech-Pfizer 生产的 mRNA 疫苗的患者出现了这些情况。</blockquote></p><p> Pfizer and BioNTech are collaborating on the research and marketing of their COVID-19 vaccine. Expenses and profit from the vaccine are split equally between Pfizer and BioNTech.</p><p><blockquote>辉瑞和BioNTech正在合作研究和营销他们的新冠肺炎疫苗。疫苗的费用和利润由辉瑞和 BioNTech 平分。</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>BioNTech, Moderna Gain on Report of FDA’s Likely Nod for Booster<blockquote>BioNTech 和 Moderna 因 FDA 可能批准加强剂的报道而获益</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\">\nBioNTech, Moderna Gain on Report of FDA’s Likely Nod for Booster<blockquote>BioNTech 和 Moderna 因 FDA 可能批准加强剂的报道而获益</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-08-12 21:49</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>BioNTech and Moderna stock rose in early trading on Thursday, on track to recover some of the previous session’s losses, following a report in the Wall Street Journal that the FDA could authorize Covid-19 booster shots for immunocompromised people.</p><p><blockquote>BioNTech 和 Moderna 的股票在周四早盘交易中上涨,有望收复前一交易日的部分失地,此前《华尔街日报》报道称,美国食品和药物管理局可能会授权为免疫功能低下的人注射 Covid-19 加强针。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/2860e1c0dcbf5f35624516c9d0ff29db\" tg-width=\"895\" tg-height=\"647\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> BioNTech and Moderna were up 3.96% and 2% after plunging 14% and 15.6% in the previous session, respectively. Pfizer (NYSE:PFE), which shed 4% on Wednesday, was up 1%.</p><p><blockquote>BioNTech 和 Moderna 在前一交易日分别暴跌 14% 和 15.6% 后,分别上涨 3.96% 和 2%。辉瑞公司(纽约证券交易所股票代码:PFE)周三下跌 4%,上涨 1%。</blockquote></p><p> The WSJ reported that the Food and Drug Administration is nearing a decision to authorize booster shots for people with weak immunity amid a surge in new COVID cases because of the rapid spread of the delta variant.</p><p><blockquote>《华尔街日报》报道称,由于德尔塔变异毒株病毒的快速传播,新的COVID病例激增,美国食品和药物管理局即将决定授权免疫力低下的人注射加强针。</blockquote></p><p> There is growing evidence that two shots of the vaccines are inadequate for people with low immunity. Vaccine makers plan to approach the FDA this month or next for approval to their booster shots.</p><p><blockquote>越来越多的证据表明,两针疫苗对免疫力低下的人来说是不够的。疫苗制造商计划在本月或下个月向 FDA 申请批准他们的加强注射。</blockquote></p><p> BioNTech, Moderna and Pfizer all closed lower Wednesday following news that Europe’s drug regulator is studying three new conditions reported by a small number of people after getting Covid-19 shots to assess if they may be possible side-effects.</p><p><blockquote>BioNTech、Moderna 和辉瑞公司周三均收低,此前有消息称,欧洲药品监管机构正在研究少数人在注射 Covid-19 后报告的三种新情况,以评估它们是否可能是副作用。</blockquote></p><p> The conditions were reported in patients who took the mRNA vaccines made by either Moderna or BioNTech-Pfizer.</p><p><blockquote>据报道,接种 Moderna 或 BioNTech-Pfizer 生产的 mRNA 疫苗的患者出现了这些情况。</blockquote></p><p> Pfizer and BioNTech are collaborating on the research and marketing of their COVID-19 vaccine. Expenses and profit from the vaccine are split equally between Pfizer and BioNTech.</p><p><blockquote>辉瑞和BioNTech正在合作研究和营销他们的新冠肺炎疫苗。疫苗的费用和利润由辉瑞和 BioNTech 平分。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BNTX":"BioNTech SE","PFE":"辉瑞","MRNA":"Moderna, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2158325931","content_text":"BioNTech and Moderna stock rose in early trading on Thursday, on track to recover some of the previous session’s losses, following a report in the Wall Street Journal that the FDA could authorize Covid-19 booster shots for immunocompromised people.\n\nBioNTech and Moderna were up 3.96% and 2% after plunging 14% and 15.6% in the previous session, respectively. Pfizer (NYSE:PFE), which shed 4% on Wednesday, was up 1%.\nThe WSJ reported that the Food and Drug Administration is nearing a decision to authorize booster shots for people with weak immunity amid a surge in new COVID cases because of the rapid spread of the delta variant.\nThere is growing evidence that two shots of the vaccines are inadequate for people with low immunity. Vaccine makers plan to approach the FDA this month or next for approval to their booster shots.\nBioNTech, Moderna and Pfizer all closed lower Wednesday following news that Europe’s drug regulator is studying three new conditions reported by a small number of people after getting Covid-19 shots to assess if they may be possible side-effects.\nThe conditions were reported in patients who took the mRNA vaccines made by either Moderna or BioNTech-Pfizer.\nPfizer and BioNTech are collaborating on the research and marketing of their COVID-19 vaccine. Expenses and profit from the vaccine are split equally between Pfizer and BioNTech.","news_type":1,"symbols_score_info":{"MRNA":0.9,"BNTX":0.9,"PFE":0.9}},"isVote":1,"tweetType":1,"viewCount":892,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898416079,"gmtCreate":1628517057891,"gmtModify":1631892811508,"author":{"id":"4087475222144080","authorId":"4087475222144080","name":"AuroraJ","avatar":"https://static.tigerbbs.com/a0c9715bb8ca251a5197d8ed49713ec0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087475222144080","idStr":"4087475222144080"},"themes":[],"title":"","htmlText":"Well, it's pandemic.. 😢","listText":"Well, it's pandemic.. 😢","text":"Well, it's pandemic.. 😢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898416079","repostId":"2158844506","repostType":4,"isVote":1,"tweetType":1,"viewCount":829,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898419427,"gmtCreate":1628516908669,"gmtModify":1631892811583,"author":{"id":"4087475222144080","authorId":"4087475222144080","name":"AuroraJ","avatar":"https://static.tigerbbs.com/a0c9715bb8ca251a5197d8ed49713ec0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087475222144080","idStr":"4087475222144080"},"themes":[],"title":"","htmlText":"Too expensive to buy now.. ","listText":"Too expensive to buy now.. ","text":"Too expensive to buy now..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898419427","repostId":"1135535489","repostType":4,"isVote":1,"tweetType":1,"viewCount":1166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":893141335,"gmtCreate":1628250289527,"gmtModify":1631892811520,"author":{"id":"4087475222144080","authorId":"4087475222144080","name":"AuroraJ","avatar":"https://static.tigerbbs.com/a0c9715bb8ca251a5197d8ed49713ec0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087475222144080","authorIdStr":"4087475222144080"},"themes":[],"title":"","htmlText":"Expecting higher than this.. ","listText":"Expecting higher than this.. ","text":"Expecting higher than this..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/893141335","repostId":"1124982476","repostType":4,"isVote":1,"tweetType":1,"viewCount":828,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838193968,"gmtCreate":1629379745154,"gmtModify":1631892811565,"author":{"id":"4087475222144080","authorId":"4087475222144080","name":"AuroraJ","avatar":"https://static.tigerbbs.com/a0c9715bb8ca251a5197d8ed49713ec0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087475222144080","authorIdStr":"4087475222144080"},"themes":[],"title":"","htmlText":"Really? ","listText":"Really? ","text":"Really?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/838193968","repostId":"1141425025","repostType":4,"isVote":1,"tweetType":1,"viewCount":1087,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":157147302,"gmtCreate":1625575189506,"gmtModify":1631892811572,"author":{"id":"4087475222144080","authorId":"4087475222144080","name":"AuroraJ","avatar":"https://static.tigerbbs.com/a0c9715bb8ca251a5197d8ed49713ec0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087475222144080","authorIdStr":"4087475222144080"},"themes":[],"title":"","htmlText":"Bring it on!! ","listText":"Bring it on!! ","text":"Bring it on!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/157147302","repostId":"1111409088","repostType":4,"isVote":1,"tweetType":1,"viewCount":929,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":817852421,"gmtCreate":1630934784763,"gmtModify":1631891860763,"author":{"id":"4087475222144080","authorId":"4087475222144080","name":"AuroraJ","avatar":"https://static.tigerbbs.com/a0c9715bb8ca251a5197d8ed49713ec0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087475222144080","authorIdStr":"4087475222144080"},"themes":[],"title":"","htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/817852421","repostId":"1104055488","repostType":4,"isVote":1,"tweetType":1,"viewCount":3436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898419427,"gmtCreate":1628516908669,"gmtModify":1631892811583,"author":{"id":"4087475222144080","authorId":"4087475222144080","name":"AuroraJ","avatar":"https://static.tigerbbs.com/a0c9715bb8ca251a5197d8ed49713ec0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087475222144080","authorIdStr":"4087475222144080"},"themes":[],"title":"","htmlText":"Too expensive to buy now.. ","listText":"Too expensive to buy now.. ","text":"Too expensive to buy now..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898419427","repostId":"1135535489","repostType":4,"isVote":1,"tweetType":1,"viewCount":1166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810269386,"gmtCreate":1629981307845,"gmtModify":1631891860841,"author":{"id":"4087475222144080","authorId":"4087475222144080","name":"AuroraJ","avatar":"https://static.tigerbbs.com/a0c9715bb8ca251a5197d8ed49713ec0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087475222144080","authorIdStr":"4087475222144080"},"themes":[],"title":"","htmlText":"Not now perhaps 🤔 ","listText":"Not now perhaps 🤔 ","text":"Not now perhaps 🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/810269386","repostId":"1189151442","repostType":4,"repost":{"id":"1189151442","kind":"news","pubTimestamp":1629980830,"share":"https://www.laohunote.com/m/news/1189151442?lang=zh_CN&edition=full","pubTime":"2021-08-26 20:27","market":"us","language":"en","title":"3 Expert Opinions On Amazon Stock: Is It A Buy?<blockquote>3 位专家对亚马逊股票的看法:值得买入吗?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1189151442","media":"TheStreet","summary":"Since Q2 earnings day, Amazon stock has fizzled. Today, the Amazon Maven breaks down three of the mo","content":"<p>Since Q2 earnings day, Amazon stock has fizzled. Today, the Amazon Maven breaks down three of the most recent takes on AMZN from Wall Street equity researchers and experts.</p><p><blockquote>自第二季度财报日以来,亚马逊股价一直下跌。今天,亚马逊专家分析了华尔街股票研究人员和专家对亚马逊的三项最新看法。</blockquote></p><p> Since July, Amazon stock owners have seen their shares drop while investors reset their expectations on e-commerce. Online retail has failed to maintain momentum in a post-pandemic environment, as consumer shopping habits have shifted closer to brick-and-mortar in 2021.</p><p><blockquote>自 7 月以来,亚马逊股东的股价下跌,而投资者则重新调整了对电子商务的预期。随着2021年消费者购物习惯向实体购物转变,在线零售未能在大流行后的环境中保持势头。</blockquote></p><p> As the main player in US e-commerce, Amazon benefited from a sharp, but in part temporary consumption shift to the online channel in 2020. But with restrictions eased,Amazon’s Q2 report showed that aggressive growth rates may not be sustainable.</p><p><blockquote>作为美国电子商务的主要参与者,亚马逊受益于 2020 年消费向在线渠道的急剧但部分暂时的转变。但随着限制的放松,亚马逊第二季度报告显示,激进的增长率可能不可持续。</blockquote></p><p> As physical stores gradually reopen, what will happen to Amazon’s financial performance? And what should investors expect of AMZN stock? Today, the Amazon Maven looks at a few theses.</p><p><blockquote>随着实体店逐渐重新开业,亚马逊的财务业绩会发生什么变化?投资者应该对 AMZN 股票有何期待?今天,亚马逊专家来看一些论文。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1be54c5dedec1015d3b333406eaa9cb\" tg-width=\"1240\" tg-height=\"858\" width=\"100%\" height=\"auto\"><span>Figure 1: Amazon's headquarters in Seattle, WA.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1:亚马逊位于华盛顿州西雅图的总部。</span></p></blockquote></p><p> <b>e-Commerce: the pandemic outlier</b></p><p><blockquote><b>电子商务:大流行的异常值</b></blockquote></p><p> As the Amazon Maven has recently pointed out, Wall Street might have gotten carried away by Amazon’s 2020 results and projected unrealistic expectations for 2021. Because the COVID-19 crisis has scaled back, astronomic growth projections had to be readjusted. As a result, some fund managers chose to shift their portfolio allocations as well.</p><p><blockquote>正如亚马逊专家最近指出的那样,华尔街可能已经被亚马逊 2020 年的业绩和 2021 年不切实际的预期冲昏了头脑。由于 COVID-19 危机已经缩小,天文数字般的增长预测必须重新调整。因此,一些基金经理也选择转移投资组合配置。</blockquote></p><p> In its Q2 2021 investor letter, investment firm Nelson Capital Management shared its views for Amazon stock. The quote below does not necessarily paint a bearish picture for Amazon, but a less bullish one for the current year instead.</p><p><blockquote>投资公司 Nelson Capital Management 在其 2021 年第二季度投资者信中分享了其对亚马逊股票的看法。下面的引文并不一定描绘了亚马逊的悲观前景,而是对今年不那么乐观。</blockquote></p><p> \"In the consumer discretionary sector, we trimmed pandemic winners in favor of companies we believe will outperform in a recovery period. We reduced our position in Amazon following its stellar performance through the pandemic. Though we believe online shopping is here to stay, we think some portion of consumer wallet share will transition to services and experiences.\" <b>The longer-term perspective</b></p><p><blockquote>“在非必需消费品领域,我们削减了大流行赢家的股票,转而支持我们认为将在复苏期间表现出色的公司。在亚马逊在大流行期间表现出色后,我们减少了对亚马逊的持仓。尽管我们相信网上购物将会继续存在,但我们认为消费者钱包份额的一部分将转向服务和体验。”<b>长期视角</b></blockquote></p><p> Despite having disappointed analysts' expectations in Q2, Amazon’s long-term fundamentals are arguably as solid as they have ever been. Bezos’ behemoth is not only a leader in fast-growing markets, but it also has a competent management team that has been executing as strongly as possible.</p><p><blockquote>尽管亚马逊第二季度的业绩未能达到分析师的预期,但其长期基本面可以说一如既往地稳健。贝索斯的庞然大物不仅是快速增长市场的领导者,而且还拥有一支称职的管理团队,一直在尽可能强有力地执行任务。</blockquote></p><p> In a recently published analysis piece, boutique investment firm Livy Investment Research concluded that the e-commerce giant has its sails well adjusted for the journey ahead.</p><p><blockquote>在最近发表的一篇分析文章中,精品投资公司 Livy Investment Research 得出结论,这家电子商务巨头已经为未来的旅程做好了充分准备。</blockquote></p><p> “Combined with society’s increasing reliance on e-commerce and demand for cloud computing infrastructure in the ongoing transition to digital, which are favorable trends to Amazon’s anchor businesses – Amazon.com and AWS cloud services – the company is slated to lead with promising uptrends in the next five years and beyond.” <b>Inflation is coming</b></p><p><blockquote>“再加上社会对电子商务的日益依赖,以及在持续向数字化转型的过程中对云计算基础设施的需求,这些对亚马逊的支柱业务--亚马逊和 AWS 云服务--来说都是有利的趋势,亚马逊有望在未来五年及以后保持领先地位。”<b>通货膨胀即将来临</b></blockquote></p><p> Jim Cramer has a bit of a hot take on Amazon stock. As the possibility of a sharp increase in consumer prices remains on the table, concerning some analysts, the Mad Money host believes that investors should focus on companies that have pricing power over their competitors.</p><p><blockquote>吉姆·克莱默 (Jim Cramer) 对亚马逊股票有点热情。由于一些分析师担心消费者价格大幅上涨的可能性仍然存在,《疯狂金钱》主持人认为,投资者应该关注那些比竞争对手拥有定价权的公司。</blockquote></p><p> Below is what Mr. Cramer had to say about Amazon and other Big Techs:</p><p><blockquote>以下是克莱默先生对亚马逊和其他大型科技公司的评价:</blockquote></p><p> “When you try to think of what’s working in this market... I want you to ask yourself, would you be insensitive to a price increase if the company put one through? [What are] the companies that can raise prices without infuriating you? Go buy their stocks.” <b>The Amazon Maven’s view</b></p><p><blockquote>“当你试图思考这个市场上什么在起作用时......我想让你问问自己,如果公司实施涨价,你会对涨价麻木不仁吗?[有哪些]公司可以在不激怒你的情况下提高价格?去买他们的股票吧。”<b>亚马逊专家的观点</b></blockquote></p><p> After overestimating Amazon’s growth in 2021, it is understandable that analysts would turn cautious in the short term as to avoid making the same mistake again.</p><p><blockquote>在高估了亚马逊 2021 年的增长之后,分析师们在短期内会变得谨慎,以避免重蹈覆辙,这是可以理解的。</blockquote></p><p> Still, we point out that the consensus view on AMZN stock is consistent with the company’s more bullish, longer-term narrative. Even the most pessimistic of analysts have maintained their buy ratings on the stock after Q2 earnings, underscoring the idea that AMZN is probably a good stock to have in most buy-and-hold portfolios.</p><p><blockquote>尽管如此,我们还是指出,对 AMZN 股票的一致看法与该公司更乐观、更长期的说法是一致的。即使是最悲观的分析师在第二季度财报公布后也维持了对该股的买入评级,这凸显了 AMZN 可能是大多数买入并持有投资组合中的一只好股票的想法。</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>3 Expert Opinions On Amazon Stock: Is It A Buy?<blockquote>3 位专家对亚马逊股票的看法:值得买入吗?</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Expert Opinions On Amazon Stock: Is It A Buy?<blockquote>3 位专家对亚马逊股票的看法:值得买入吗?</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-08-26 20:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Since Q2 earnings day, Amazon stock has fizzled. Today, the Amazon Maven breaks down three of the most recent takes on AMZN from Wall Street equity researchers and experts.</p><p><blockquote>自第二季度财报日以来,亚马逊股价一直下跌。今天,亚马逊专家分析了华尔街股票研究人员和专家对亚马逊的三项最新看法。</blockquote></p><p> Since July, Amazon stock owners have seen their shares drop while investors reset their expectations on e-commerce. Online retail has failed to maintain momentum in a post-pandemic environment, as consumer shopping habits have shifted closer to brick-and-mortar in 2021.</p><p><blockquote>自 7 月以来,亚马逊股东的股价下跌,而投资者则重新调整了对电子商务的预期。随着2021年消费者购物习惯向实体购物转变,在线零售未能在大流行后的环境中保持势头。</blockquote></p><p> As the main player in US e-commerce, Amazon benefited from a sharp, but in part temporary consumption shift to the online channel in 2020. But with restrictions eased,Amazon’s Q2 report showed that aggressive growth rates may not be sustainable.</p><p><blockquote>作为美国电子商务的主要参与者,亚马逊受益于 2020 年消费向在线渠道的急剧但部分暂时的转变。但随着限制的放松,亚马逊第二季度报告显示,激进的增长率可能不可持续。</blockquote></p><p> As physical stores gradually reopen, what will happen to Amazon’s financial performance? And what should investors expect of AMZN stock? Today, the Amazon Maven looks at a few theses.</p><p><blockquote>随着实体店逐渐重新开业,亚马逊的财务业绩会发生什么变化?投资者应该对 AMZN 股票有何期待?今天,亚马逊专家来看一些论文。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1be54c5dedec1015d3b333406eaa9cb\" tg-width=\"1240\" tg-height=\"858\" width=\"100%\" height=\"auto\"><span>Figure 1: Amazon's headquarters in Seattle, WA.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1:亚马逊位于华盛顿州西雅图的总部。</span></p></blockquote></p><p> <b>e-Commerce: the pandemic outlier</b></p><p><blockquote><b>电子商务:大流行的异常值</b></blockquote></p><p> As the Amazon Maven has recently pointed out, Wall Street might have gotten carried away by Amazon’s 2020 results and projected unrealistic expectations for 2021. Because the COVID-19 crisis has scaled back, astronomic growth projections had to be readjusted. As a result, some fund managers chose to shift their portfolio allocations as well.</p><p><blockquote>正如亚马逊专家最近指出的那样,华尔街可能已经被亚马逊 2020 年的业绩和 2021 年不切实际的预期冲昏了头脑。由于 COVID-19 危机已经缩小,天文数字般的增长预测必须重新调整。因此,一些基金经理也选择转移投资组合配置。</blockquote></p><p> In its Q2 2021 investor letter, investment firm Nelson Capital Management shared its views for Amazon stock. The quote below does not necessarily paint a bearish picture for Amazon, but a less bullish one for the current year instead.</p><p><blockquote>投资公司 Nelson Capital Management 在其 2021 年第二季度投资者信中分享了其对亚马逊股票的看法。下面的引文并不一定描绘了亚马逊的悲观前景,而是对今年不那么乐观。</blockquote></p><p> \"In the consumer discretionary sector, we trimmed pandemic winners in favor of companies we believe will outperform in a recovery period. We reduced our position in Amazon following its stellar performance through the pandemic. Though we believe online shopping is here to stay, we think some portion of consumer wallet share will transition to services and experiences.\" <b>The longer-term perspective</b></p><p><blockquote>“在非必需消费品领域,我们削减了大流行赢家的股票,转而支持我们认为将在复苏期间表现出色的公司。在亚马逊在大流行期间表现出色后,我们减少了对亚马逊的持仓。尽管我们相信网上购物将会继续存在,但我们认为消费者钱包份额的一部分将转向服务和体验。”<b>长期视角</b></blockquote></p><p> Despite having disappointed analysts' expectations in Q2, Amazon’s long-term fundamentals are arguably as solid as they have ever been. Bezos’ behemoth is not only a leader in fast-growing markets, but it also has a competent management team that has been executing as strongly as possible.</p><p><blockquote>尽管亚马逊第二季度的业绩未能达到分析师的预期,但其长期基本面可以说一如既往地稳健。贝索斯的庞然大物不仅是快速增长市场的领导者,而且还拥有一支称职的管理团队,一直在尽可能强有力地执行任务。</blockquote></p><p> In a recently published analysis piece, boutique investment firm Livy Investment Research concluded that the e-commerce giant has its sails well adjusted for the journey ahead.</p><p><blockquote>在最近发表的一篇分析文章中,精品投资公司 Livy Investment Research 得出结论,这家电子商务巨头已经为未来的旅程做好了充分准备。</blockquote></p><p> “Combined with society’s increasing reliance on e-commerce and demand for cloud computing infrastructure in the ongoing transition to digital, which are favorable trends to Amazon’s anchor businesses – Amazon.com and AWS cloud services – the company is slated to lead with promising uptrends in the next five years and beyond.” <b>Inflation is coming</b></p><p><blockquote>“再加上社会对电子商务的日益依赖,以及在持续向数字化转型的过程中对云计算基础设施的需求,这些对亚马逊的支柱业务--亚马逊和 AWS 云服务--来说都是有利的趋势,亚马逊有望在未来五年及以后保持领先地位。”<b>通货膨胀即将来临</b></blockquote></p><p> Jim Cramer has a bit of a hot take on Amazon stock. As the possibility of a sharp increase in consumer prices remains on the table, concerning some analysts, the Mad Money host believes that investors should focus on companies that have pricing power over their competitors.</p><p><blockquote>吉姆·克莱默 (Jim Cramer) 对亚马逊股票有点热情。由于一些分析师担心消费者价格大幅上涨的可能性仍然存在,《疯狂金钱》主持人认为,投资者应该关注那些比竞争对手拥有定价权的公司。</blockquote></p><p> Below is what Mr. Cramer had to say about Amazon and other Big Techs:</p><p><blockquote>以下是克莱默先生对亚马逊和其他大型科技公司的评价:</blockquote></p><p> “When you try to think of what’s working in this market... I want you to ask yourself, would you be insensitive to a price increase if the company put one through? [What are] the companies that can raise prices without infuriating you? Go buy their stocks.” <b>The Amazon Maven’s view</b></p><p><blockquote>“当你试图思考这个市场上什么在起作用时......我想让你问问自己,如果公司实施涨价,你会对涨价麻木不仁吗?[有哪些]公司可以在不激怒你的情况下提高价格?去买他们的股票吧。”<b>亚马逊专家的观点</b></blockquote></p><p> After overestimating Amazon’s growth in 2021, it is understandable that analysts would turn cautious in the short term as to avoid making the same mistake again.</p><p><blockquote>在高估了亚马逊 2021 年的增长之后,分析师们在短期内会变得谨慎,以避免重蹈覆辙,这是可以理解的。</blockquote></p><p> Still, we point out that the consensus view on AMZN stock is consistent with the company’s more bullish, longer-term narrative. Even the most pessimistic of analysts have maintained their buy ratings on the stock after Q2 earnings, underscoring the idea that AMZN is probably a good stock to have in most buy-and-hold portfolios.</p><p><blockquote>尽管如此,我们还是指出,对 AMZN 股票的一致看法与该公司更乐观、更长期的说法是一致的。即使是最悲观的分析师在第二季度财报公布后也维持了对该股的买入评级,这凸显了 AMZN 可能是大多数买入并持有投资组合中的一只好股票的想法。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.thestreet.com/amazon/stock/3-expert-opinions-on-amazon-stock-is-it-a-buy\">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":{"AMZN":"亚马逊"},"source_url":"https://www.thestreet.com/amazon/stock/3-expert-opinions-on-amazon-stock-is-it-a-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189151442","content_text":"Since Q2 earnings day, Amazon stock has fizzled. Today, the Amazon Maven breaks down three of the most recent takes on AMZN from Wall Street equity researchers and experts.\nSince July, Amazon stock owners have seen their shares drop while investors reset their expectations on e-commerce. Online retail has failed to maintain momentum in a post-pandemic environment, as consumer shopping habits have shifted closer to brick-and-mortar in 2021.\nAs the main player in US e-commerce, Amazon benefited from a sharp, but in part temporary consumption shift to the online channel in 2020. But with restrictions eased,Amazon’s Q2 report showed that aggressive growth rates may not be sustainable.\nAs physical stores gradually reopen, what will happen to Amazon’s financial performance? And what should investors expect of AMZN stock? Today, the Amazon Maven looks at a few theses.\nFigure 1: Amazon's headquarters in Seattle, WA.\ne-Commerce: the pandemic outlier\nAs the Amazon Maven has recently pointed out, Wall Street might have gotten carried away by Amazon’s 2020 results and projected unrealistic expectations for 2021. Because the COVID-19 crisis has scaled back, astronomic growth projections had to be readjusted. As a result, some fund managers chose to shift their portfolio allocations as well.\nIn its Q2 2021 investor letter, investment firm Nelson Capital Management shared its views for Amazon stock. The quote below does not necessarily paint a bearish picture for Amazon, but a less bullish one for the current year instead.\n\n \"In the consumer discretionary sector, we trimmed pandemic winners in favor of companies we believe will outperform in a recovery period. We reduced our position in Amazon following its stellar performance through the pandemic. Though we believe online shopping is here to stay, we think some portion of consumer wallet share will transition to services and experiences.\"\n\nThe longer-term perspective\nDespite having disappointed analysts' expectations in Q2, Amazon’s long-term fundamentals are arguably as solid as they have ever been. Bezos’ behemoth is not only a leader in fast-growing markets, but it also has a competent management team that has been executing as strongly as possible.\nIn a recently published analysis piece, boutique investment firm Livy Investment Research concluded that the e-commerce giant has its sails well adjusted for the journey ahead.\n\n “Combined with society’s increasing reliance on e-commerce and demand for cloud computing infrastructure in the ongoing transition to digital, which are favorable trends to Amazon’s anchor businesses – Amazon.com and AWS cloud services – the company is slated to lead with promising uptrends in the next five years and beyond.”\n\nInflation is coming\nJim Cramer has a bit of a hot take on Amazon stock. As the possibility of a sharp increase in consumer prices remains on the table, concerning some analysts, the Mad Money host believes that investors should focus on companies that have pricing power over their competitors.\nBelow is what Mr. Cramer had to say about Amazon and other Big Techs:\n\n “When you try to think of what’s working in this market... I want you to ask yourself, would you be insensitive to a price increase if the company put one through? [What are] the companies that can raise prices without infuriating you? Go buy their stocks.”\n\nThe Amazon Maven’s view\nAfter overestimating Amazon’s growth in 2021, it is understandable that analysts would turn cautious in the short term as to avoid making the same mistake again.\nStill, we point out that the consensus view on AMZN stock is consistent with the company’s more bullish, longer-term narrative. Even the most pessimistic of analysts have maintained their buy ratings on the stock after Q2 earnings, underscoring the idea that AMZN is probably a good stock to have in most buy-and-hold portfolios.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":4823,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":833307570,"gmtCreate":1629203145590,"gmtModify":1631892811573,"author":{"id":"4087475222144080","authorId":"4087475222144080","name":"AuroraJ","avatar":"https://static.tigerbbs.com/a0c9715bb8ca251a5197d8ed49713ec0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087475222144080","authorIdStr":"4087475222144080"},"themes":[],"title":"","htmlText":"Such a longgg lists 🤣🤣","listText":"Such a longgg lists 🤣🤣","text":"Such a longgg lists 🤣🤣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/833307570","repostId":"1115558959","repostType":4,"isVote":1,"tweetType":1,"viewCount":811,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839921291,"gmtCreate":1629118073213,"gmtModify":1631892811576,"author":{"id":"4087475222144080","authorId":"4087475222144080","name":"AuroraJ","avatar":"https://static.tigerbbs.com/a0c9715bb8ca251a5197d8ed49713ec0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087475222144080","authorIdStr":"4087475222144080"},"themes":[],"title":"","htmlText":"Fall 84% now but will shoot up to 840% soon! 💪 ","listText":"Fall 84% now but will shoot up to 840% soon! 💪 ","text":"Fall 84% now but will shoot up to 840% soon! 💪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/839921291","repostId":"1137437693","repostType":4,"repost":{"id":"1137437693","kind":"news","pubTimestamp":1629116844,"share":"https://www.laohunote.com/m/news/1137437693?lang=zh_CN&edition=full","pubTime":"2021-08-16 20:27","market":"us","language":"en","title":"3 High-Flying Stocks That May Fall 53% to 84%, According to Wall Street<blockquote>华尔街称 3 只飞涨的股票可能下跌 53% 至 84%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1137437693","media":"Motley Fool","summary":"Analysts expect these soaring stocks to come crashing back to Earth.\n\nKey Points\n\nThe pandemic and/o","content":"<p> Analysts expect these soaring stocks to come crashing back to Earth. <b>Key Points</b></p><p><blockquote>分析师预计这些飙升的股票将重回地球。<b>要点</b></blockquote></p><p> <ul> <li>The pandemic and/or short squeezes have treated these three companies very well in 2021.</li> <li>Though Wall Street's price targets can often be taken with a grain of salt, these are likely on point.</li> </ul> It's a great time to be an investor. In the close to 17 months since the widely followed <b><a href=\"https://laohu8.com/S/.SPX\">S&P 500</a></b> bottomed out during the coronavirus crash in March 2020, the index has doubled in value. Time and again, patience begets profits on Wall Street.</p><p><blockquote><ul><li>疫情和/或空头挤压在2021年对这三家公司很好。</li><li>尽管华尔街的价格目标往往可以持怀疑态度,但这些目标可能是正确的。</li></ul>现在是成为投资者的好时机。在随后的近17个月里<b><a href=\"https://laohu8.com/S/.SPX\">标普500</a></b>该指数在 2020 年 3 月冠状病毒崩盘期间触底,但其价值已翻了一番。耐心一次又一次地在华尔街带来利润。</blockquote></p><p> However, it's also common knowledge that not every stock is going to be a winner. According to Wall Street analysts and investment firms, there are three high-flying stocks that could lose anywhere from 53% to 84% of their value over the coming year, based on the consensus price target for each company.</p><p><blockquote>然而,众所周知,并非每只股票都会成为赢家。根据华尔街分析师和投资公司的说法,根据每家公司的一致目标价,有三只飞涨的股票在未来一年可能会损失 53% 至 84% 的价值。</blockquote></p><p> <b>Moderna: Implied downside of 53%</b></p><p><blockquote><b>Moderna:隐含下跌 53%</b></blockquote></p><p> First up is skyrocketing biotech stock <b><a href=\"https://laohu8.com/S/MRNA\">Moderna, Inc.</a></b>, which has gained almost 1,900% since the beginning of 2020. Even after pulling back more than 20% from its intraday high last week, Moderna's share price would have to fall by another 53% just to hit the consensus price target of $184.92.</p><p><blockquote>首先上涨的是飙升的生物技术股<b><a href=\"https://laohu8.com/S/MRNA\">现代公司。</a></b>自2020年初以来增长了近1,900%。即使从上周盘中高点回落超过 20%,Moderna 的股价仍需再下跌 53%,才能达到 184.92 美元的共识目标价。</blockquote></p><p> As you can probably guess, the reason Moderna has ascended to the heavens is the success of its emergency-use authorized (EUA) coronavirus disease 2019 (COVID-19) vaccine, mRNA-1273. In clinical trials, Moderna's vaccine candidate led to a vaccine efficacy (VE) of about 94%. With the exception of the<b> <a href=\"https://laohu8.com/S/PFE\">Pfizer</a>/</b><b>BioNTech</b> vaccine, which presented with a 95% VE, no other EUA vaccines have come close on the efficacy front.</p><p><blockquote>正如您可能猜到的那样,Moderna 一飞冲天的原因是其紧急使用授权 (EUA) 冠状病毒疾病 2019 (COVID-19) 疫苗 mRNA-1273 的成功。在临床试验中,Moderna的候选疫苗导致约94%的疫苗效力(VE)。除了<b> <a href=\"https://laohu8.com/S/PFE\">辉瑞</a>/</b><b>生物技术</b>疫苗的VE为95%,没有其他EUA疫苗在功效方面能与之媲美。</blockquote></p><p> The rise of the COVID-19 delta variant has been another major boon for Moderna. The transmissibility of delta has lifted vaccination rates in a number of developed countries, and it encouraged the U.S. Food and Drug Administration toauthorize a booster shotfor those people with compromised immune systems.</p><p><blockquote>新冠肺炎德尔塔变异毒株的崛起是 Moderna 的另一大福音。delta的传播性提高了许多发达国家的疫苗接种率,这鼓励了美国。美国食品和药物管理局授权为免疫系统受损的人注射加强针。</blockquote></p><p> Ultimately, Moderna's skyrocketing share price appears to indicate that things could worsen before they get better on the COVID-19 front, and that booster shots will offer a beefier stream of revenue than once predicted.</p><p><blockquote>最终,Moderna 飙升的股价似乎表明,在 COVID-19 方面好转之前,情况可能会变得更糟,而加强注射将提供比曾经预测的更强大的收入流。</blockquote></p><p> However, the issue with Moderna's valuation is twofold. <a href=\"https://laohu8.com/S/FFBC\">First</a>, competition for COVID-19 vaccinations is increasing, not decreasing. <b><a href=\"https://laohu8.com/S/NVAX\">Novavax</a></b> is a good bet to receive EUA within the coming months, and <b><a href=\"https://laohu8.com/S/JNJ\">Johnson & Johnson</a></b> shouldn't have any trouble ramping up production of its single-dose vaccine. We'reprobably looking at Moderna's peak revenue year in 2021.</p><p><blockquote>然而,Moderna 的估值存在双重问题。<a href=\"https://laohu8.com/S/FFBC\">第一</a>新冠肺炎疫苗接种的竞争正在加剧,而不是减少。<b><a href=\"https://laohu8.com/S/NVAX\">诺瓦瓦克斯</a></b>在未来几个月内收到 EUA 是一个不错的选择,并且<b><a href=\"https://laohu8.com/S/JNJ\">强生公司</a></b>增加单剂疫苗的产量应该不会有任何问题。我们“应受谴责地展望 Moderna 2021 年的收入高峰年”。</blockquote></p><p> The other issue is mRNA-1273 is Moderna's only marketable drug. A $157 billion market cap based on a single therapy that may or may not have staying powersounds very risky.</p><p><blockquote>另一个问题是mRNA-1273是Moderna唯一上市的药物。基于单一疗法的 1570 亿美元市值可能会也可能不会留下 powersounds,风险很大。</blockquote></p><p> <b>Dillard's: Implied downside of 55%</b></p><p><blockquote><b>迪拉德的:隐含下跌 55%</b></blockquote></p><p> The next high-flying stock might come as a bit of a surprise... department store chain <b><a href=\"https://laohu8.com/S/DDS\">Dillard's</a></b>. Shares of Dillard's hit an all-time closing high of $196 on Friday, Aug. 13, pushing its market cap north of $4 billion. But according to analysts, which have a consensus price target of $87.33 on the company, this department store could be hitting the clearance rack with a 55% haircut over the next year.</p><p><blockquote>下一只飞涨的股票可能会有点令人惊讶……百货连锁店<b><a href=\"https://laohu8.com/S/DDS\">迪拉德的</a></b>. 8 月 13 日星期五,迪拉德的股价创下 196 美元的历史收盘新高,将其市值推至 40 亿美元以上。但据分析师称,该公司的一致目标价为 87.33 美元,这家百货商店明年可能会降价 55%。</blockquote></p><p> If you're wondering why Dillard's stock is up 625% over the trailing year, itsoperating performance would be a good place to start. The company drastically cut costs in the wake of the pandemic, strongly pushed direct-to-consumer sales, and has tightly managed its inventory. Without these burdensome overhead costs, profits have absolutely skyrocketed over the past two quarters as pent-up demand encouraged consumers to get out of their homes and into retail stores.</p><p><blockquote>如果您想知道为什么 Dillard 的股价在过去一年中上涨了 625%,那么它的运营业绩将是一个很好的开始。该公司在大流行后大幅削减成本,大力推动直接面向消费者的销售,并严格管理库存。如果没有这些繁重的管理费用,利润在过去两个季度绝对飙升,因为被压抑的需求鼓励消费者走出家门,进入零售店。</blockquote></p><p> Dillard's has done a good job of attempting to boost shareholder value, too. In the 26 weeks, ended July 31, the company repurchased about 1.4 million shares totaling $171 million. This may not sound like a lot, but it reduced the company's outstanding share count by more than 6%.</p><p><blockquote>迪拉德在提高股东价值方面也做得很好。在截至 7 月 31 日的 26 周内,该公司回购了约 140 万股股票,总计 1.71 亿美元。这听起来可能不多,但它使公司的流通股数量减少了 6% 以上。</blockquote></p><p> It's also worth pointing out that Dillard's has a relatively small tradable float, and it's been a fairly heavily short-sold stock. This combination made it the perfect target for a short squeeze.</p><p><blockquote>还值得指出的是,Dillard's 的可交易流通量相对较小,而且它是一只被大量卖空的股票。这种组合使其成为做空的完美目标。</blockquote></p><p></p><p> Despite all these positives, it's important for investors to recognize that retail department stores are generally slow-growing and cyclical. Even though Dillard's year-over-year comparisons are lights-out impressive, its 26-week retail sales for 2021 are only 1% higher than its 26-week retail sales for the comparable period in 2019. Further, comparable-store sales are only 4% higher in 2021 compared to 2019. While gross margin is notably higher, this has more to do with cost-cutting than significant sales traction.</p><p><blockquote>尽管有这些积极因素,但投资者必须认识到零售百货商店通常增长缓慢且具有周期性。尽管迪拉德的同比比较令人印象深刻,但其 2021 年 26 周零售额仅比 2019 年同期的 26 周零售额高出 1%。此外,与2019年相比,2021年可比商店销售额仅增长4%。虽然毛利率明显较高,但这更多地与成本削减有关,而不是显着的销售牵引力。</blockquote></p><p> Though Dillard's might defy Wall Street for a bit longer than expected, history suggestsit has no chance to keep up this pace. More than likely, Wall Street's price target will eventually become a reality.</p><p><blockquote>尽管迪拉德的挑战华尔街的时间可能比预期的要长一点,但历史表明它没有机会跟上这个步伐。华尔街的价格目标很可能最终会成为现实。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/AMC\">AMC Entertainment</a>: Implied downside of 84%</b></p><p><blockquote><b><a href=\"https://laohu8.com/S/AMC\">AMC院线</a>:隐含下行 84%</b></blockquote></p><p> Sporting the most potential downside, according to Wall Street's consensus price target, is movie theater stock <b><a href=\"https://laohu8.com/S/AMC\">AMC Entertainment</a></b>. Although it's one of the year's top-performing stocks, AMC would need to decline by 84% from its current share price to hit the consensus target of $5.25 a share.</p><p><blockquote>根据华尔街的一致目标价,电影院股票最具潜在下跌空间<b><a href=\"https://laohu8.com/S/AMC\">AMC院线</a></b>尽管它是今年表现最好的股票之一,但 AMC 需要从当前股价下跌 84%,才能达到每股 5.25 美元的共识目标。</blockquote></p><p> AMC received a huge boost in January, when the company was able to save itself from bankruptcy by issuing common stock and debt. Short-sellers who'd been betting on additional downside in the company were caught off-guard by AMC's capital raise, which effected a viciousshort squeeze.</p><p><blockquote>一月份,AMC 获得了巨大的提振,当时该公司能够通过发行普通股和债务避免破产。一直押注该公司进一步下跌的卖空者对 AMC 的融资感到措手不及,这导致了恶性的空头挤压。</blockquote></p><p> Today, AMC's impassioned retail investors share the same goal -- i.e., to see another short squeeze take place. As of July 30, 85.85 million shares were held short, representing almost 17% of the float.</p><p><blockquote>如今,AMC 热情洋溢的散户投资者有着相同的目标——即看到另一次空头挤压发生。截至7月30日,8585万股被做空,占流通股的近17%。</blockquote></p><p> The problem for AMC and its retail investors is that fundamentals always matter, and AMC's operating performance and balance sheet arenothing short of a horror movie. While having increased capacity in its theaters drove sequential quarterly sales higher in the second quarter, it doesn't excuse the fact that AMC has burned through $576.5 million in cash over the past six months or that it's a long way from being profitable.</p><p><blockquote>AMC 及其散户投资者面临的问题是,基本面始终很重要,而 AMC 的经营业绩和资产负债表简直就是一部恐怖电影。虽然影院容量的增加推动了第二季度季度销售额的环比增长,但这并不能成为 AMC 在过去六个月中消耗了 5.765 亿美元现金或距离盈利还有很长的路要走的事实的借口。</blockquote></p><p> The balance sheet is a bigger concern. AMC ended June with $5.5 billion in corporate borrowing and had an additional $420 million in deferred rent that needs to be paid. With the company effectively maxing out its share issuances, AMC will be forced to rely on its $1.81 billion in cash and $212 million revolving credit facility to make good on its rent obligations and pay off its debt. With its 2026 and 2027 bonds going for 58% and 62% of par value, the clear implication from bondholders isthere's concern AMC won't remain solvent.</p><p><blockquote>资产负债表是一个更大的问题。截至 6 月底,AMC 拥有 55 亿美元的企业借款,并且还有 4.2 亿美元的递延租金需要支付。随着该公司实际上将股票发行规模扩大,AMC 将被迫依靠其 18.1 亿美元现金和 2.12 亿美元循环信贷额度来履行租金义务并偿还债务。由于其 2026 年和 2027 年债券的面值分别为 58% 和 62%,债券持有人明确表示担心 AMC 将无法保持偿付能力。</blockquote></p><p> The icing on the cake is we'vewitnessed theatrical exclusivity dwindle. For instance, AMC's agreement with <a href=\"https://laohu8.com/S/T\">AT&T Inc</a>'s Warner Bros. offers only a 45-day exclusivity window, which is down from the traditional 75-day to 90-day period of exclusivity prior to the pandemic.</p><p><blockquote>锦上添花的是,我们目睹了戏剧排他性的减少。例如,AMC 与<a href=\"https://laohu8.com/S/T\">美国电话电报公司</a>华纳兄弟仅提供 45 天的独家时间,低于大流行前传统的 75 天至 90 天的独家时间。</blockquote></p><p> It may take longer than 12 months, but AMC does look to beheaded back to its February low.</p><p><blockquote>这可能需要超过 12 个月的时间,但 AMC 确实有望重返 2 月份的低点。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 High-Flying Stocks That May Fall 53% to 84%, According to Wall Street<blockquote>华尔街称 3 只飞涨的股票可能下跌 53% 至 84%</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\">\n3 High-Flying Stocks That May Fall 53% to 84%, According to Wall Street<blockquote>华尔街称 3 只飞涨的股票可能下跌 53% 至 84%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-08-16 20:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p> Analysts expect these soaring stocks to come crashing back to Earth. <b>Key Points</b></p><p><blockquote>分析师预计这些飙升的股票将重回地球。<b>要点</b></blockquote></p><p> <ul> <li>The pandemic and/or short squeezes have treated these three companies very well in 2021.</li> <li>Though Wall Street's price targets can often be taken with a grain of salt, these are likely on point.</li> </ul> It's a great time to be an investor. In the close to 17 months since the widely followed <b><a href=\"https://laohu8.com/S/.SPX\">S&P 500</a></b> bottomed out during the coronavirus crash in March 2020, the index has doubled in value. Time and again, patience begets profits on Wall Street.</p><p><blockquote><ul><li>疫情和/或空头挤压在2021年对这三家公司很好。</li><li>尽管华尔街的价格目标往往可以持怀疑态度,但这些目标可能是正确的。</li></ul>现在是成为投资者的好时机。在随后的近17个月里<b><a href=\"https://laohu8.com/S/.SPX\">标普500</a></b>该指数在 2020 年 3 月冠状病毒崩盘期间触底,但其价值已翻了一番。耐心一次又一次地在华尔街带来利润。</blockquote></p><p> However, it's also common knowledge that not every stock is going to be a winner. According to Wall Street analysts and investment firms, there are three high-flying stocks that could lose anywhere from 53% to 84% of their value over the coming year, based on the consensus price target for each company.</p><p><blockquote>然而,众所周知,并非每只股票都会成为赢家。根据华尔街分析师和投资公司的说法,根据每家公司的一致目标价,有三只飞涨的股票在未来一年可能会损失 53% 至 84% 的价值。</blockquote></p><p> <b>Moderna: Implied downside of 53%</b></p><p><blockquote><b>Moderna:隐含下跌 53%</b></blockquote></p><p> First up is skyrocketing biotech stock <b><a href=\"https://laohu8.com/S/MRNA\">Moderna, Inc.</a></b>, which has gained almost 1,900% since the beginning of 2020. Even after pulling back more than 20% from its intraday high last week, Moderna's share price would have to fall by another 53% just to hit the consensus price target of $184.92.</p><p><blockquote>首先上涨的是飙升的生物技术股<b><a href=\"https://laohu8.com/S/MRNA\">现代公司。</a></b>自2020年初以来增长了近1,900%。即使从上周盘中高点回落超过 20%,Moderna 的股价仍需再下跌 53%,才能达到 184.92 美元的共识目标价。</blockquote></p><p> As you can probably guess, the reason Moderna has ascended to the heavens is the success of its emergency-use authorized (EUA) coronavirus disease 2019 (COVID-19) vaccine, mRNA-1273. In clinical trials, Moderna's vaccine candidate led to a vaccine efficacy (VE) of about 94%. With the exception of the<b> <a href=\"https://laohu8.com/S/PFE\">Pfizer</a>/</b><b>BioNTech</b> vaccine, which presented with a 95% VE, no other EUA vaccines have come close on the efficacy front.</p><p><blockquote>正如您可能猜到的那样,Moderna 一飞冲天的原因是其紧急使用授权 (EUA) 冠状病毒疾病 2019 (COVID-19) 疫苗 mRNA-1273 的成功。在临床试验中,Moderna的候选疫苗导致约94%的疫苗效力(VE)。除了<b> <a href=\"https://laohu8.com/S/PFE\">辉瑞</a>/</b><b>生物技术</b>疫苗的VE为95%,没有其他EUA疫苗在功效方面能与之媲美。</blockquote></p><p> The rise of the COVID-19 delta variant has been another major boon for Moderna. The transmissibility of delta has lifted vaccination rates in a number of developed countries, and it encouraged the U.S. Food and Drug Administration toauthorize a booster shotfor those people with compromised immune systems.</p><p><blockquote>新冠肺炎德尔塔变异毒株的崛起是 Moderna 的另一大福音。delta的传播性提高了许多发达国家的疫苗接种率,这鼓励了美国。美国食品和药物管理局授权为免疫系统受损的人注射加强针。</blockquote></p><p> Ultimately, Moderna's skyrocketing share price appears to indicate that things could worsen before they get better on the COVID-19 front, and that booster shots will offer a beefier stream of revenue than once predicted.</p><p><blockquote>最终,Moderna 飙升的股价似乎表明,在 COVID-19 方面好转之前,情况可能会变得更糟,而加强注射将提供比曾经预测的更强大的收入流。</blockquote></p><p> However, the issue with Moderna's valuation is twofold. <a href=\"https://laohu8.com/S/FFBC\">First</a>, competition for COVID-19 vaccinations is increasing, not decreasing. <b><a href=\"https://laohu8.com/S/NVAX\">Novavax</a></b> is a good bet to receive EUA within the coming months, and <b><a href=\"https://laohu8.com/S/JNJ\">Johnson & Johnson</a></b> shouldn't have any trouble ramping up production of its single-dose vaccine. We'reprobably looking at Moderna's peak revenue year in 2021.</p><p><blockquote>然而,Moderna 的估值存在双重问题。<a href=\"https://laohu8.com/S/FFBC\">第一</a>新冠肺炎疫苗接种的竞争正在加剧,而不是减少。<b><a href=\"https://laohu8.com/S/NVAX\">诺瓦瓦克斯</a></b>在未来几个月内收到 EUA 是一个不错的选择,并且<b><a href=\"https://laohu8.com/S/JNJ\">强生公司</a></b>增加单剂疫苗的产量应该不会有任何问题。我们“应受谴责地展望 Moderna 2021 年的收入高峰年”。</blockquote></p><p> The other issue is mRNA-1273 is Moderna's only marketable drug. A $157 billion market cap based on a single therapy that may or may not have staying powersounds very risky.</p><p><blockquote>另一个问题是mRNA-1273是Moderna唯一上市的药物。基于单一疗法的 1570 亿美元市值可能会也可能不会留下 powersounds,风险很大。</blockquote></p><p> <b>Dillard's: Implied downside of 55%</b></p><p><blockquote><b>迪拉德的:隐含下跌 55%</b></blockquote></p><p> The next high-flying stock might come as a bit of a surprise... department store chain <b><a href=\"https://laohu8.com/S/DDS\">Dillard's</a></b>. Shares of Dillard's hit an all-time closing high of $196 on Friday, Aug. 13, pushing its market cap north of $4 billion. But according to analysts, which have a consensus price target of $87.33 on the company, this department store could be hitting the clearance rack with a 55% haircut over the next year.</p><p><blockquote>下一只飞涨的股票可能会有点令人惊讶……百货连锁店<b><a href=\"https://laohu8.com/S/DDS\">迪拉德的</a></b>. 8 月 13 日星期五,迪拉德的股价创下 196 美元的历史收盘新高,将其市值推至 40 亿美元以上。但据分析师称,该公司的一致目标价为 87.33 美元,这家百货商店明年可能会降价 55%。</blockquote></p><p> If you're wondering why Dillard's stock is up 625% over the trailing year, itsoperating performance would be a good place to start. The company drastically cut costs in the wake of the pandemic, strongly pushed direct-to-consumer sales, and has tightly managed its inventory. Without these burdensome overhead costs, profits have absolutely skyrocketed over the past two quarters as pent-up demand encouraged consumers to get out of their homes and into retail stores.</p><p><blockquote>如果您想知道为什么 Dillard 的股价在过去一年中上涨了 625%,那么它的运营业绩将是一个很好的开始。该公司在大流行后大幅削减成本,大力推动直接面向消费者的销售,并严格管理库存。如果没有这些繁重的管理费用,利润在过去两个季度绝对飙升,因为被压抑的需求鼓励消费者走出家门,进入零售店。</blockquote></p><p> Dillard's has done a good job of attempting to boost shareholder value, too. In the 26 weeks, ended July 31, the company repurchased about 1.4 million shares totaling $171 million. This may not sound like a lot, but it reduced the company's outstanding share count by more than 6%.</p><p><blockquote>迪拉德在提高股东价值方面也做得很好。在截至 7 月 31 日的 26 周内,该公司回购了约 140 万股股票,总计 1.71 亿美元。这听起来可能不多,但它使公司的流通股数量减少了 6% 以上。</blockquote></p><p> It's also worth pointing out that Dillard's has a relatively small tradable float, and it's been a fairly heavily short-sold stock. This combination made it the perfect target for a short squeeze.</p><p><blockquote>还值得指出的是,Dillard's 的可交易流通量相对较小,而且它是一只被大量卖空的股票。这种组合使其成为做空的完美目标。</blockquote></p><p></p><p> Despite all these positives, it's important for investors to recognize that retail department stores are generally slow-growing and cyclical. Even though Dillard's year-over-year comparisons are lights-out impressive, its 26-week retail sales for 2021 are only 1% higher than its 26-week retail sales for the comparable period in 2019. Further, comparable-store sales are only 4% higher in 2021 compared to 2019. While gross margin is notably higher, this has more to do with cost-cutting than significant sales traction.</p><p><blockquote>尽管有这些积极因素,但投资者必须认识到零售百货商店通常增长缓慢且具有周期性。尽管迪拉德的同比比较令人印象深刻,但其 2021 年 26 周零售额仅比 2019 年同期的 26 周零售额高出 1%。此外,与2019年相比,2021年可比商店销售额仅增长4%。虽然毛利率明显较高,但这更多地与成本削减有关,而不是显着的销售牵引力。</blockquote></p><p> Though Dillard's might defy Wall Street for a bit longer than expected, history suggestsit has no chance to keep up this pace. More than likely, Wall Street's price target will eventually become a reality.</p><p><blockquote>尽管迪拉德的挑战华尔街的时间可能比预期的要长一点,但历史表明它没有机会跟上这个步伐。华尔街的价格目标很可能最终会成为现实。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/AMC\">AMC Entertainment</a>: Implied downside of 84%</b></p><p><blockquote><b><a href=\"https://laohu8.com/S/AMC\">AMC院线</a>:隐含下行 84%</b></blockquote></p><p> Sporting the most potential downside, according to Wall Street's consensus price target, is movie theater stock <b><a href=\"https://laohu8.com/S/AMC\">AMC Entertainment</a></b>. Although it's one of the year's top-performing stocks, AMC would need to decline by 84% from its current share price to hit the consensus target of $5.25 a share.</p><p><blockquote>根据华尔街的一致目标价,电影院股票最具潜在下跌空间<b><a href=\"https://laohu8.com/S/AMC\">AMC院线</a></b>尽管它是今年表现最好的股票之一,但 AMC 需要从当前股价下跌 84%,才能达到每股 5.25 美元的共识目标。</blockquote></p><p> AMC received a huge boost in January, when the company was able to save itself from bankruptcy by issuing common stock and debt. Short-sellers who'd been betting on additional downside in the company were caught off-guard by AMC's capital raise, which effected a viciousshort squeeze.</p><p><blockquote>一月份,AMC 获得了巨大的提振,当时该公司能够通过发行普通股和债务避免破产。一直押注该公司进一步下跌的卖空者对 AMC 的融资感到措手不及,这导致了恶性的空头挤压。</blockquote></p><p> Today, AMC's impassioned retail investors share the same goal -- i.e., to see another short squeeze take place. As of July 30, 85.85 million shares were held short, representing almost 17% of the float.</p><p><blockquote>如今,AMC 热情洋溢的散户投资者有着相同的目标——即看到另一次空头挤压发生。截至7月30日,8585万股被做空,占流通股的近17%。</blockquote></p><p> The problem for AMC and its retail investors is that fundamentals always matter, and AMC's operating performance and balance sheet arenothing short of a horror movie. While having increased capacity in its theaters drove sequential quarterly sales higher in the second quarter, it doesn't excuse the fact that AMC has burned through $576.5 million in cash over the past six months or that it's a long way from being profitable.</p><p><blockquote>AMC 及其散户投资者面临的问题是,基本面始终很重要,而 AMC 的经营业绩和资产负债表简直就是一部恐怖电影。虽然影院容量的增加推动了第二季度季度销售额的环比增长,但这并不能成为 AMC 在过去六个月中消耗了 5.765 亿美元现金或距离盈利还有很长的路要走的事实的借口。</blockquote></p><p> The balance sheet is a bigger concern. AMC ended June with $5.5 billion in corporate borrowing and had an additional $420 million in deferred rent that needs to be paid. With the company effectively maxing out its share issuances, AMC will be forced to rely on its $1.81 billion in cash and $212 million revolving credit facility to make good on its rent obligations and pay off its debt. With its 2026 and 2027 bonds going for 58% and 62% of par value, the clear implication from bondholders isthere's concern AMC won't remain solvent.</p><p><blockquote>资产负债表是一个更大的问题。截至 6 月底,AMC 拥有 55 亿美元的企业借款,并且还有 4.2 亿美元的递延租金需要支付。随着该公司实际上将股票发行规模扩大,AMC 将被迫依靠其 18.1 亿美元现金和 2.12 亿美元循环信贷额度来履行租金义务并偿还债务。由于其 2026 年和 2027 年债券的面值分别为 58% 和 62%,债券持有人明确表示担心 AMC 将无法保持偿付能力。</blockquote></p><p> The icing on the cake is we'vewitnessed theatrical exclusivity dwindle. For instance, AMC's agreement with <a href=\"https://laohu8.com/S/T\">AT&T Inc</a>'s Warner Bros. offers only a 45-day exclusivity window, which is down from the traditional 75-day to 90-day period of exclusivity prior to the pandemic.</p><p><blockquote>锦上添花的是,我们目睹了戏剧排他性的减少。例如,AMC 与<a href=\"https://laohu8.com/S/T\">美国电话电报公司</a>华纳兄弟仅提供 45 天的独家时间,低于大流行前传统的 75 天至 90 天的独家时间。</blockquote></p><p> It may take longer than 12 months, but AMC does look to beheaded back to its February low.</p><p><blockquote>这可能需要超过 12 个月的时间,但 AMC 确实有望重返 2 月份的低点。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/08/16/3-high-flying-stocks-may-fall-53-to-84-wall-street/\">Motley Fool</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DDS":"狄乐百货",".SPX":"S&P 500 Index","AMC":"AMC院线","JNJ":"强生","MRNA":"Moderna, Inc."},"source_url":"https://www.fool.com/investing/2021/08/16/3-high-flying-stocks-may-fall-53-to-84-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137437693","content_text":"Analysts expect these soaring stocks to come crashing back to Earth.\n\nKey Points\n\nThe pandemic and/or short squeezes have treated these three companies very well in 2021.\nThough Wall Street's price targets can often be taken with a grain of salt, these are likely on point.\n\nIt's a great time to be an investor. In the close to 17 months since the widely followed S&P 500 bottomed out during the coronavirus crash in March 2020, the index has doubled in value. Time and again, patience begets profits on Wall Street.\nHowever, it's also common knowledge that not every stock is going to be a winner. According to Wall Street analysts and investment firms, there are three high-flying stocks that could lose anywhere from 53% to 84% of their value over the coming year, based on the consensus price target for each company.\nModerna: Implied downside of 53%\nFirst up is skyrocketing biotech stock Moderna, Inc., which has gained almost 1,900% since the beginning of 2020. Even after pulling back more than 20% from its intraday high last week, Moderna's share price would have to fall by another 53% just to hit the consensus price target of $184.92.\nAs you can probably guess, the reason Moderna has ascended to the heavens is the success of its emergency-use authorized (EUA) coronavirus disease 2019 (COVID-19) vaccine, mRNA-1273. In clinical trials, Moderna's vaccine candidate led to a vaccine efficacy (VE) of about 94%. With the exception of the Pfizer/BioNTech vaccine, which presented with a 95% VE, no other EUA vaccines have come close on the efficacy front.\nThe rise of the COVID-19 delta variant has been another major boon for Moderna. The transmissibility of delta has lifted vaccination rates in a number of developed countries, and it encouraged the U.S. Food and Drug Administration toauthorize a booster shotfor those people with compromised immune systems.\nUltimately, Moderna's skyrocketing share price appears to indicate that things could worsen before they get better on the COVID-19 front, and that booster shots will offer a beefier stream of revenue than once predicted.\nHowever, the issue with Moderna's valuation is twofold. First, competition for COVID-19 vaccinations is increasing, not decreasing. Novavax is a good bet to receive EUA within the coming months, and Johnson & Johnson shouldn't have any trouble ramping up production of its single-dose vaccine. We'reprobably looking at Moderna's peak revenue year in 2021.\nThe other issue is mRNA-1273 is Moderna's only marketable drug. A $157 billion market cap based on a single therapy that may or may not have staying powersounds very risky.\nDillard's: Implied downside of 55%\nThe next high-flying stock might come as a bit of a surprise... department store chain Dillard's. Shares of Dillard's hit an all-time closing high of $196 on Friday, Aug. 13, pushing its market cap north of $4 billion. But according to analysts, which have a consensus price target of $87.33 on the company, this department store could be hitting the clearance rack with a 55% haircut over the next year.\nIf you're wondering why Dillard's stock is up 625% over the trailing year, itsoperating performance would be a good place to start. The company drastically cut costs in the wake of the pandemic, strongly pushed direct-to-consumer sales, and has tightly managed its inventory. Without these burdensome overhead costs, profits have absolutely skyrocketed over the past two quarters as pent-up demand encouraged consumers to get out of their homes and into retail stores.\nDillard's has done a good job of attempting to boost shareholder value, too. In the 26 weeks, ended July 31, the company repurchased about 1.4 million shares totaling $171 million. This may not sound like a lot, but it reduced the company's outstanding share count by more than 6%.\nIt's also worth pointing out that Dillard's has a relatively small tradable float, and it's been a fairly heavily short-sold stock. This combination made it the perfect target for a short squeeze.\nDespite all these positives, it's important for investors to recognize that retail department stores are generally slow-growing and cyclical. Even though Dillard's year-over-year comparisons are lights-out impressive, its 26-week retail sales for 2021 are only 1% higher than its 26-week retail sales for the comparable period in 2019. Further, comparable-store sales are only 4% higher in 2021 compared to 2019. While gross margin is notably higher, this has more to do with cost-cutting than significant sales traction.\nThough Dillard's might defy Wall Street for a bit longer than expected, history suggestsit has no chance to keep up this pace. More than likely, Wall Street's price target will eventually become a reality.\nAMC Entertainment: Implied downside of 84%\nSporting the most potential downside, according to Wall Street's consensus price target, is movie theater stock AMC Entertainment. Although it's one of the year's top-performing stocks, AMC would need to decline by 84% from its current share price to hit the consensus target of $5.25 a share.\nAMC received a huge boost in January, when the company was able to save itself from bankruptcy by issuing common stock and debt. Short-sellers who'd been betting on additional downside in the company were caught off-guard by AMC's capital raise, which effected a viciousshort squeeze.\nToday, AMC's impassioned retail investors share the same goal -- i.e., to see another short squeeze take place. As of July 30, 85.85 million shares were held short, representing almost 17% of the float.\nThe problem for AMC and its retail investors is that fundamentals always matter, and AMC's operating performance and balance sheet arenothing short of a horror movie. While having increased capacity in its theaters drove sequential quarterly sales higher in the second quarter, it doesn't excuse the fact that AMC has burned through $576.5 million in cash over the past six months or that it's a long way from being profitable.\nThe balance sheet is a bigger concern. AMC ended June with $5.5 billion in corporate borrowing and had an additional $420 million in deferred rent that needs to be paid. With the company effectively maxing out its share issuances, AMC will be forced to rely on its $1.81 billion in cash and $212 million revolving credit facility to make good on its rent obligations and pay off its debt. With its 2026 and 2027 bonds going for 58% and 62% of par value, the clear implication from bondholders isthere's concern AMC won't remain solvent.\nThe icing on the cake is we'vewitnessed theatrical exclusivity dwindle. For instance, AMC's agreement with AT&T Inc's Warner Bros. offers only a 45-day exclusivity window, which is down from the traditional 75-day to 90-day period of exclusivity prior to the pandemic.\nIt may take longer than 12 months, but AMC does look to beheaded back to its February low.","news_type":1,"symbols_score_info":{".SPX":0.9,"MRNA":0.9,"DDS":0.9,"AMC":0.9,"JNJ":0.9}},"isVote":1,"tweetType":1,"viewCount":852,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":883752545,"gmtCreate":1631276448987,"gmtModify":1631891860752,"author":{"id":"4087475222144080","authorId":"4087475222144080","name":"AuroraJ","avatar":"https://static.tigerbbs.com/a0c9715bb8ca251a5197d8ed49713ec0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087475222144080","authorIdStr":"4087475222144080"},"themes":[],"title":"","htmlText":"Bring it on! ","listText":"Bring it on! ","text":"Bring it on!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/883752545","repostId":"2166320865","repostType":4,"isVote":1,"tweetType":1,"viewCount":2414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831946098,"gmtCreate":1629283253814,"gmtModify":1631892811573,"author":{"id":"4087475222144080","authorId":"4087475222144080","name":"AuroraJ","avatar":"https://static.tigerbbs.com/a0c9715bb8ca251a5197d8ed49713ec0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087475222144080","authorIdStr":"4087475222144080"},"themes":[],"title":"","htmlText":"Let's go XPeng! ","listText":"Let's go XPeng! ","text":"Let's go XPeng!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/831946098","repostId":"1131749339","repostType":4,"isVote":1,"tweetType":1,"viewCount":1086,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}